2021-03-31T16:06:17-05:00 2020-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2019-07-01 810406157 ALBERTA BAIR THEATER CORPORATION ALBE 4062568915 2722 3RD AVE BILLINGS MT 59101 JAN DIETRICH EXECUTIVE DIRECTOR 4062568915 2021-03-25 1 KENDRA A MORAN CPA P00814196 4062455136 2021-03-25 2019 2022-09-23 18:48:47Z JAN DIETRICH PO BOX 1556 BILLINGS MT 591031556 2441089 0 X ALBERTABAIRTHEATER.ORG X 1983 MT THE THEATER IS ORGANIZED TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE PEOPLE OF THE NORTHERN ROCKIES REGION; TO ENHANCE THE QUALITY OF LIFE IN BILLINGS AND SURROUNDING AREAS; AND TO PROVIDE A FACILITY FOR LOCAL PERFORMING ARTISTS. 13 13 42 124 0 0 7450894 1703245 1499618 161985 123219 119060 -8014 -11256 9065717 1973034 0 0 0 0 486149 348768 0 0 316449 1425560 395588 1911709 744356 7154008 1228678 15068299 18655268 794205 3198167 14274094 15457101 TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE BIG SKY COUNTRY. 0 0 251899 108125 PROMOTION AND PRODUCTION OF WORLD CLASS, ARTISTICALLY AND CULTURALLY DIVERSE PERFORMANCES FOR THE ENRICHMENT OF THE COMMUNITY AND SURROUNDING REGION. ABT PRESENTED 9 PERFORMANCES IN OTHER COMMUNITY VENUES THIS YEAR BECAUSE IT WAS CLOSED FOR A MAJOR $13.6MM RENOVATION. THESE PERFORMANCES INCLUDED CLASSICAL MUSIC, DANCE, WORLD MUSIC, FILMS AND BROADWAY SHOWS. THESE PERFORMANCES SERVED 2,392 PATRONS AND ARTISTS. PATRONS ATTENDING EVENTS COME FROM A LARGE GEOGRAPHICAL AREA THAT IS BOUNDED BY THE CONTINENTAL DIVIDE TO THE WEST, THE CANADIAN BORDER TO THE NORTH, THE NORTH DAKOTA STATE LINE TO THE EAST AND INCLUDES A LARGE PORTION OF NORTHERN WYOMING. ABT CANCELLED 3 PERFORMANCES DUE TO THE COVID-19 PANDEMIC. 42574 18275 COMMUNITY OUTREACH AND ARTS EDUCATION. ABT PRESENTED 10 SCHOOL MATINEE PERFORMANCES THAT WERE ATTENDED BY 16,256 STUDENTS FROM OVER 99 INDIVIDUAL PUBLIC, PRIVATE, TRIBAL AND HOME SCHOOLS, AND SOCIAL SERVICE AGENCIES FOR YOUTH. THE THEATER ALSO CONDUCTED 5 COMMUNITY OUTREACH AND EDUCATION EVENTS INCLUDING MASTER CLASSES, LECTURE DEMONSTRATIONS AND BACKSTAGE TOURS FOR GROUPS AND ORGANIZATIONS THAT REACHED 220 INDIVIDUALS COMPRISED OF YOUNG STUDENTS, SENIOR CITIZENS, LOCAL ARTISTS AND NATIVE AMERICANS. ALBERTA BAIR THEATER'S ACCESS TO THE ARTS PROGRAM COLLABORATED WITH 17 SOCIAL SERVICE AGENCIES TO PROVIDE 428 FREE TICKETS TO THEIR CLIENTS WHO STRUGGLE WITH PHYSICAL, ECONOMIC AND SOCIAL CHALLENGES. ABT CANCELLED 6 PERFORMANCES DUE TO THE COVID-19 PANDEMIC. 60314 25889 PROVIDE VENUE AND SERVICES TO COMMUNITY ORGANIZATIONS FOR PERFORMANCES, MEETINGS AND FUNDRAISING EVENTS. THE VENUE WAS UNABLE TO HOST ANY EVENTS THIS YEAR AS THEY WERE CLOSED FOR A MAJOR $13.6MM RENOVATION. 354787 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JAN DIETRICH 4062568915 2722 THIRD AVE N STE 200 BILLINGS MT 59101 LAURENCE MARTIN BOARD MEMBER 1.00 X 0 0 0 BILL GOTTWALS BOARD MEMBER 2.00 X 0 0 0 BROOKE MURPHY IMMEDIATE PAST-PRESIDENT 2.00 X X 0 0 0 MICHAEL SANDERSON PRESIDENT ELECT 1.00 X X 0 0 0 RON YATES PRESIDENT 2.00 X X 0 0 0 STEVE BALLOCK TREASURER 2.00 X X 0 0 0 BILL DAVIES DIRECTOR 1.00 X 0 0 0 BRITTAINY DOUCETTE DIRECTOR 1.00 X 0 0 0 SHANNON JENSEN DIRECTOR 1.00 X 0 0 0 CORBY SKINNER DIRECTOR 1.00 X 0 0 0 DUNCAN PEETE SECRETARY 2.00 X X 0 0 0 HEWES AGNEW BOARD MEMBER 1.00 X 0 0 0 JEREMIAH ROUANE BOARD MEMBER 1.00 X 0 0 0 JAN DIETRICH EXECUTIVE DIRECTOR 40.00 X 82950 0 1606 82950 0 1606 0 0 0 0 0 107556 1595689 119107 1703245 TICKET SALES 711110 105976 105976 ADVERTISING SALES 711110 42040 42040 OTHER 711110 6777 6777 TICKET COMMISSIONS 711110 4273 4273 ARTIST MERCHANDISE 711110 1693 1693 1226 1226 161985 61328 61328 507736 435650 14354 72086 -14354 57732 57732 6795 18051 -11256 -11256 1973034 152289 0 117500 80462 12443 8295 59724 205131 31721 21148 152262 16231 2510 1673 12048 46944 7259 4840 34845 13250 13250 106929 71201 10586 25142 11522 3931 2203 5388 21819 12025 3202 6592 14425 9376 2885 2164 12787 12787 26719 20039 2672 4008 ARTISTS FEES 84466 84466 PERFORMANCE PRODUCTION 47357 47357 TICKETS 31820 31820 MISCELLANEOUS 14404 -122 800 13726 10090 7974 1566 550 744356 354787 73120 316449 54870 68223 3698265 40413 7424459 6253379 428 493 33651 37084 12156343 1744705 1988523 10411638 1858178 1844038 9925 0 15068299 18655268 703794 761021 28522 88223 2294500 61889 54423 794205 3198167 X 2663313 10856223 11610781 4600878 14274094 15457101 15068299 18655268 1228678 -45671 0 X X 1 X 0 0 0 X 440378 449994 2047970 2950894 1703245 7592481 1258597 1354111 1331947 1521015 168780 5634450 1698975 1804105 3379917 4471909 1872025 13226931 56350 41353 698614 135648 32289 964254 0 56350 41353 698614 135648 32289 964254 12262677 55503 52069 53301 57934 61328 280135 55503 52069 53301 57934 61328 280135 1754478 1856174 3433218 4529843 1933353 13507066 0.90790 0.90420 0.02070 0.02090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1606182 31471 304582 87117 11311 1843807 1566301 16977 102781 71774 8103 1606182 1447688 61851 133389 68888 7739 1566301 1325231 38668 157730 66867 7074 1447688 1356399 40667 1496 66667 6664 1325231 0.04070 0.90680 0.05250 1 0 1421268 1374948 46320 399545 369757 29788 10335530 10335530 10411638 INTEREST IN ENDOWMENT 1605174 F INTEREST IN MONTANA COMMUNITY FOUND 238862 F INTEREST IN CAPITAL CAMPAIGN ACCOUN 2 F 1844038 ANNUITY PAYMENT LIABILITY 23259 GIFT CERTIFICATES 31164 54423 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT ARE USED TO HELP SUPPORT THE ONGOING OPERATIONS OF THE THEATER. GOLF TOURNAMENT 6795 6795 18051 6795 6795 18051 18051 -11256 BILL DAVIES BOARD MEMBER MR. DAVIES, BOARD MEMBER OF ALBERTA BAIR THEATER, IS A KEY EMPLOYEE AT US BANK WHICH HANDLES ALBERTA BAIR THEATER'S CHECKING ACCOUNTS. 0 RON YATES BOARD MEMBER 18096 MR. YATES, BOARD MEMBER, IS A KEY EMPLOYEE WITH EIDE BAILLY LLP WHICH PROVIDES IT CONSULTING SERVICES TO THE ORGANIZATION. 0 MICHAEL SANDERSON BOARD MEMBER 13478 MR. SANDERSON IS AN OWNER IN SANDERSON STEWART AND A BOARD MEMBER OF THE ORGANIZATION. SANDERSON STEWART HAS PROVIDED SERVICES RELATED TO THE REMODEL PROJECT. 0 X 4 51806 X ADVERTISING 8 41562 FMV X SERVICES 1 13478 FMV X HOTELS 2 6867 FMV X HOSPITALITY 5 3180 FMV X STORAGE 1 1200 FMV X OFFICE SUPPLIES 1 664 FMV X EQUIPMENT 1 350 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WILL BE REVIEWED BY THE FINANCE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS AND COPIES WILL BE MADE AVAILABLE TO EACH BOARD MEMBER BEFORE FILING IT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO FILL OUT A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICTS. THE COMMITTEE ON DIRECTORS AND GOVERNANCE REVIEWS THESE STATEMENTS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS DECIDES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE MEMBERS OF THE EXECUTIVE COMMITTEE SET THE COMPENSATION PACKAGE BY REVIEWING PAST HISTORICAL DATA FOR THE ORGANIZATION, BY DISCUSSING COMPENSATION OF SIMILAR ORGANIZATIONS, BY LOOKING AT THE FINANCIAL STRENGTH OF THE ORGANIZATION, AND BY REVIEWING A SUMMARIZED WRITTEN PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. A WRITTEN PERFORMANCE EVALUATION SURVEY IS SENT TO ALL BOARD MEMBERS TO COMPLETE; THE RESULTS OF WHICH ARE TABULATED AND USED IN THE EVALUATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 THE ORGANIZATIONS FINANCE COMMITTEE HAS ASSUMED OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND ACCEPTANCE OF AN INDEPENDENT AUDITOR.