2021-07-08T07:37:27-05:00 2020-09-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2019-10-01 232655672 PENNSYLVANIA SHAKESPEARE FESTIVAL PENN 6102829455 2755 STATION AVENUE CENTER VALLEY PA 18034 PATRICK MULCAHY PRODUCING ARTISTIC DIRECTOR 6102829455 2021-06-04 1 JAMES F BOVA CPA P00102172 6104357489 2021-06-03 2019 2022-09-23 18:48:47Z PATRICK MULCAHY 2755 STATION AVENUE CENTER VALLEY PA 18034 1007369 0 X WWW.PASHAKESPEARE.ORG X 1991 PA THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF PENNSYLVANIA, PSF'S MISSION IS TO ENRICH, INSPIRE, ENGAGE, AND ENTERTAIN THE WIDEST POSSIBLE AUDIENCE THROUGH FIRST-RATE PROFESSIONAL PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYS, WITH A CORE COMMITMENT TO THE WORKS OF SHAKESPEARE AND OTHER MASTER DRAMATISTS, AND THROUGH AN ARRAY OF EDUCATIONAL OUTREACH AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 998,700 PATRONS FROM 50 STATES SINCE 1992. 33 28 135 44 0 0 673099 701138 1052556 42190 227366 261822 28918 -12698 1981939 992452 0 0 0 0 1305175 657698 0 0 82366 683487 284042 1988662 941740 -6723 50712 6512773 6841275 79530 127597 6433243 6713678 X TO ENRICH, INSPIRE, ENGAGE, AND ENTERTAIN THE WIDEST POSSIBLE AUDIENCE THROUGH FIRST-RATE PROFESSIONAL PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYS, WITH A CORE COMMITMENT TO THE WORKS OF SHAKESPEARE AND OTHER MASTER DRAMATISTS, AND THROUGH AN ARRAY OF EDUCATIONAL OUTREACH AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 998,700 PATRONS FROM 50 STATES SINCE 1992. 0 1 645307 43868 PROFESSIONAL NOT-FOR-PROFIT THEATRE COMPANY DEDICATED TO MAKING AVAILABLE THE PLAYS OF WILLIAM SHAKESPEARE, BROADWAY MUSICALS, WORLD CLASSICS AND CHILDREN'S PRODUCTIONS FOR A REGIONAL AUDIENCE. 645307 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 59 0 1 135 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 28 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BUSINESS MANAGER 6102829455 2755 STATION AVENUE CENTER VALLEY PA 18034 JUDITH A HARRIS ESQ PRESIDENT 5.00 X X 0 0 0 JO-ANN S KELLY VICE PRESIDENT 5.00 X X 0 0 0 KERRY A WROBEL SECRETARY 5.00 X X 0 0 0 JAMES A BARTHOLOMEW ESQ DIRECTOR 2.00 X 0 0 0 PHOENIX BEST DIRECTOR 2.00 X 0 0 0 KRISTINE B BURFEIND DIRECTOR 2.00 X 0 0 0 H LLOYD CARBAUGH DIRECTOR 2.00 X 0 0 0 AMY MILLER COHEN PHD DIRECTOR 2.00 X 0 0 0 PAUL DOMALAKES ESQ DIRECTOR 2.00 X 0 0 0 LONA FARR PHD DIRECTOR 2.00 X 0 0 0 THOMAS LUBBEN EDD DIRECTOR 2.00 X 0 0 0 ANDREW MCINTYRE DIRECTOR 2.00 X 0 0 0 JOAN MILLER MORAN DIRECTOR 2.00 X 0 0 0 JUDITH MORRISON DIRECTOR 2.00 X 0 0 0 PATRICIA MULLIN DIRECTOR 2.00 X 0 0 0 KATHLEEN KUND NOLAN DIRECTOR 2.00 X 0 0 0 GERALD D NOLL DIRECTOR 2.00 X 0 0 0 JAMES PANTANO DIRECTOR 2.00 X 0 0 0 BARRY PELL DIRECTOR 2.00 X 0 0 0 DAVID B ROTHROCK DIRECTOR 2.00 X 0 0 0 MARTHA HUTSON-SAXTON DIRECTOR 2.00 X 0 0 0 RONALD E SHEPPARD DIRECTOR 2.00 X 0 0 0 IAN SMITH DIRECTOR 2.00 X 0 0 0 AURELIE THIELE PHD DIRECTOR 2.00 X 0 0 0 ELAINE J TRIGIANO DIRECTOR 2.00 X 0 0 0 STEFANIE WEXLER DIRECTOR 2.00 X 0 0 0 PATRICK WITMER DIRECTOR 2.00 X 0 0 0 CASEY W GALLAGHER MANAGING DIRECTOR 60.00 X 0 78095 15856 PATRICK MULCAHY PROD. ARTISTIC DIR. 60.00 X X 859 149709 35423 REV KEVIN NADOLSKI OSFS DIRECTOR 2.00 X 0 0 0 DENNIS RAZZE ASSOC. ARTISTIC DIR. 20.00 40.00 X 0 154281 27205 ROBERT SNYDER DIRECTOR 2.00 58.00 X 0 237489 37826 KAREN DOYLE WALTON EDD DIRECTOR 2.00 X 0 0 0 859 619574 116310 0 0 1 0 0 97564 22798 580776 701138 EDUCATION PROGRAM INCO 611600 42190 42190 42190 108366 108366 153456 0 153456 153456 153456 0 97564 14376 -14376 -14376 115 541 -426 -426 OTHER INCOME (NET) 711190 2104 2104 2104 992452 43868 0 247446 98201 62321 22425 13455 398181 279454 78630 40097 114070 80268 25339 8463 47246 35226 7910 4110 13020 6510 6510 58572 58572 30623 11301 8493 10829 14136 13082 954 100 6006 6006 33361 33361 11338 1134 10204 PRODUCTION COSTS 75433 75433 AUDITION EXPENSE 22006 22006 DEVELOPMENT & RESEARCH 5887 5887 CULTIVATION 5162 5162 8498 8348 150 941740 645307 214067 82366 198468 284535 351040 364003 172271 117208 36360 21979 3770 7070 73155 29363 282819 187304 83760 95515 5589933 5921602 4016 6512773 6841275 16295 1230 63235 80208 0 46159 79530 127597 X 931247 993156 5501996 5720522 6433243 6713678 6512773 6841275 50712 229723 0 X X 0 1 X 1 0 X 689081 572699 613072 673099 701138 3249089 1231821 1281639 1161725 1101959 42305 4819449 64480 71054 74092 75786 285412 1985382 1925392 1848889 1850844 743443 8353950 209952 147151 65250 88670 92500 603523 0 209952 147151 65250 88670 92500 603523 7750427 67085 88597 102591 107101 108366 473740 67085 88597 102591 107101 108366 473740 19194 6594 6832 3411 2104 38135 2071661 2020583 1958312 1961356 853913 8865825 0.87420 0.91210 0.05340 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5329449 35020 246379 203150 5407698 5302757 35802 229790 238900 5329449 5177721 100120 261116 236200 5302757 4920239 183246 224056 149820 5177721 4097439 572103 365827 115130 4920239 0.08950 0.89820 0.01230 0 1 1 254046 158531 95515 28773 28773 0 95515 LONG TERM INVESTMENTS 5921602 F 5921602 DUE TO RELATED PARTY 46159 46159 X 1601215 229723 378499 541 608763 992452 0 992452 1320780 378499 541 379040 941740 0 941740 PART V, LINE 4: THE ENDOWMENT INVESTMENT AND SPENDING POLICY ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR ACCRUED INTEREST OR PENALTIES THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF CONCESSION ITEMS 541. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF CONCESSION ITEMS 541. FORM 990, PART IV, 12A: THE ACCOUNTS OF THE ORGANIZATION ARE ALSO INCLUDED IN THE PARENT'S, DESALES UNIVERSITY, CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30. GALA 97564 97564 14376 97564 97564 14376 14376 -14376 1 X 1 1 X X X 0 0 0 1 0 0 0 0 0 PATRICK MULCAHY PROD. ARTISTIC DIR. 0 149709 0 0 859 0 0 11977 0 23446 859 185132 0 0 DENNIS RAZZE ASSOC. ARTISTIC DIR. 0 154281 0 0 0 0 0 12342 0 14863 0 181486 0 0 ROBERT SNYDER DIRECTOR 0 237489 0 0 0 0 0 18999 0 18827 0 275315 0 0 PART I, LINE 1A THE FESTIVAL REIMBURSES PATRICK MULCAHY, THE PRODUCING ARTISTIC DIRECTOR, FOR A PORTION OF DUES AND EXPENSES INCURRED FOR USE OF A SOCIAL CLUB FOR FESTIVAL RELATED MEETINGS AND MEALS WITH CURRENT AND PROSPECTIVE FRIENDS AND DONORS OF THE FESTIVAL. NO PORTION IS REPORTED AS TAXABLE COMPENSATION TO THE DIRECTOR AS IN ACCORDANCE WITH THE FESTIVAL'S REIMBURSEMENT POLICY, ONLY COSTS ASSOCIATED SOLELY FOR FESTIVAL BUSINESS ACTIVITIES ARE REIMBURSABLE. PART I, LINE 5 PRODUCING ARTISTIC DIRECTOR WAS ISSUED A 1099-MISC FOR A ROYALTY PAYMENT. FORM 990, PART III, LINE 3 IN JANUARY 2020, AN OUTBREAK OF A NEW STRAIN OF THE CORONAVIRUS DISEASE, COVID-19, WAS IDENTIFIED. THE WORLD HEALTH ORGANIZATION DECLARED COVID-19 A PUBLIC HEALTH EMERGENCY ON MARCH 11, 2020. IN RESPONSE, VARIOUS GOVERNMENTAL AGENCIES MANDATED STRICTER PROCEDURES TO ADDRESS THE HEALTH AND SAFETY OF BOTH EMPLOYEES AND PATRONS INCLUDING, IN CERTAIN CASES, REQUIRING THE CLOSURE OF OPERATIONS. ON MARCH 16, 2020, FOLLOWING GUIDANCE FROM PENNSYLVANIA GOVERNOR WOLF, PSF STAFF WAS TRANSITIONED TO REMOTE OPERATIONS. THE 2020 SUMMER SEASON WAS CANCELLED, RESULTING IN A SIGNIFICANT REDUCTION IN PROGRAM SERVICE INCOME. THIS DISRUPTION IS ANTICIPATED TO BE TEMPORARY, WITH FULL OPERATIONS AND SERVICES RESUMING IN THE NEAR FUTURE. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF DESALES UNIVERSITY, THE PARENT OF THE ORGANIZATION, MAY APPOINT UP TO THREE (3) MEMBERS TO THE GOVERNING BODY BOARD OF DIRECTORS. THE BY-LAWS AUTHORIZE UP TO 45 MEMBERS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND MADE AVAILABLE TO THE BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL PERSONS ARE ASKED TO DISCLOSE CONFLICTS, SIGN, AND RETURN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRODUCING ARTISTIC DIRECTOR IS PAID BY DESALES UNIVERSITY, A RELATED PARTY. THE UNIVERSITY'S BOARD APPROVES THE DIRECTOR'S COMPENSATION. THE BOARDS FOR BOTH THE UNIVERSITY AND THE FESTIVAL APPROVE THEIR RESPECTIVE ORGANIZATION'S PAYROLL. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND ON THE GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR. DESALES UNIVERSITY 2755 STATION AVENUE CENTER VALLEY PA 18034 231653718 FOUR-YEAR COEDUCATIONAL LIBERAL ARTS UNIVERSITY PA 501(C)(3) 170(B)(1)(A)(II) 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 DESALES UNIVERSITY E 46159 FAIR MARKET VALUE DESALES UNIVERSITY N 45600 FAIR MARKET VALUE DESALES UNIVERSITY O 311729 FAIR MARKET VALUE DESALES UNIVERSITY P 516816 FAIR MARKET VALUE DESALES UNIVERSITY C 5000 FAIR MARKET VALUE