OREGON SHAKESPEARE FESTIVAL ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SHAKESPEARE FESTIVAL ASSOCIATION (EIN 93-0407022)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-13
- IRS object ID
- 202142569349301574
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-13T16:30:29-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930407022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE | BusinessNameLine1Txt |
| Business Name Line2 | FESTIVAL ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5414822111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHMITZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5414822111 | PhoneNum |
| Signature | 2021-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SCHMITZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,315,521 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSFASHLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 650 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $51,399 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,832,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,667,453 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,064,524 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $682,885 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,576 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,905 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,326,838 | PYOtherRevenueAmt |
| CY Other Revenue | $608,085 | CYOtherRevenueAmt |
| PY Total Revenue | $45,273,626 | PYTotalRevenueAmt |
| CY Total Revenue | $25,315,328 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $188,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $246,911 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,405,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,326,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $198,984 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $241,788 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,761,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,465,384 | PYOtherExpensesAmt |
| CY Other Expenses | $8,597,866 | CYOtherExpensesAmt |
| PY Total Expenses | $42,258,065 | PYTotalExpensesAmt |
| CY Total Expenses | $24,413,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,015,561 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $902,153 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,936,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,401,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,606,984 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,225,137 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,329,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,176,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRED BY SHAKESPEARE'S WORK AND THE CULTURAL RICHNESS OF THE UNITED STATES, WE REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, DEEPENED BY THE KALEIDOSCOPE OF ROTATING REPERTORY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $14,145,573 | ExpenseAmt |
| Grant | $246,911 | GrantAmt |
| Revenue | $576,310 | RevenueAmt |
| Desc | PLAYS: WITH THE LARGEST PROFESSIONAL ACTING COMPANY IN THE UNITED STATES, THE 85 YEAR-OLD OREGON SHAKESPEARE FESTIVAL (OSF) REMAINS ONE OF THE FEW THEATRES IN THE WORLD THAT OFFERS A ROTATING REPERTORY, WHERE THE PLAYBILL CHANGES DAILY, ARTISTS HONE THEIR SKILLS ON VARIED WORKS, AND THE AUDIENCE CAN EXPERIENCE THEIR FAVORITE ACTORS CAST IN WIDELY DIFFERENT ROLES. RECOGNIZED BY TIME MAGAZINE AS ONE OF THE TOP REGIONAL THEATRES IN THE U.S., THE TONY AND EMMY-AWARD WINNING FESTIVAL ANNUALLY PRESENTS 11 SEPARATE PLAYS, RANGING FROM SHAKESPEARE, TO CLASSICS, TO MUSICALS, TO NEW CONTEMPORARY WORKS OVER AN 8 MONTH SEASON FROM FEBRUARY THROUGH OCTOBER. IN 2020, 28 LIVE PERFORMANCES WITH 5 OF THE 11 SCHEDULED PLAYS WERE PRESENTED BEFORE THE CORONAVIRUS (COVID 19) OUTBREAK LED TO A SHUTDOWN OF ALL LIVE PERFORMANCES. (CONTINUED SCH O)OSF LAUNCHED O!, A NEW DIGITAL PLATFORM FOR ARTISTIC AND EDUCATIONAL CONTENT SEVEN WEEKS AFTER THE COVID CLOSING. TO DATE, O! HAS HAD 56,064 VIEWS FROM OVER 58 COUNTRIES WITH 230 DIGITAL OFFERINGS. 3 VIDEO VERSIONS OF OUR LIVE 2020 PERFORMANCES WERE RELEASED DIGITALLY TO AUDIENCES WORLD-WIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $724,592 | ExpenseAmt |
| Revenue | $52,401 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS: FOR MORE THAN 68 YEARS, OSF HAS DEVELOPED EDUCATION PROGRAMS THAT ARE AN INTEGRAL PART OF THE THEATRE-GOING EXPERIENCE. OSF HAS ONE OF THE MOST EXPANSIVE THEATRE EDUCATION PROGRAMS IN THE U.S. THE 2020 COVID SHUT DOWN CANCELLED 2,300 PLANNED ENGAGEMENT EVENTS WITH A TOTAL EXPECTED AUDIENCE OF OVER 400,000. PRIOR TO THE COVID CLOSURES, THE 2020 SCHOOL VISIT PROGRAM OSF VISITED 9 HIGH SCHOOLS, PROVIDING PERFORMANCES AND INSTRUCTION TO APPROXIMATELY 2,800 STUDENTS. THE DIGITAL PLATFORM O! BEGAN EDUCATIONAL PROGRAMMING WITH 34 EPISODES OF INTERACTIVE WORKSHOPS AND CONVERSATIONS DURING 2020. MULTI-EPISODE DIGITAL MODULES WERE DEVELOPED DURING 2020 AS WELL AS THE MODELING OF EFFORTS ON OTHER LOCAL AND REGIONAL EDUCATIONAL EFFORTS TO ENGAGE ARTISTS AND TECHNICIANS,(CONTINUED SCH O) MANY OF THEM OSF AFFILIATED, AROUND CAREER AND TECHNICAL TRAINING AND DEVELOPING ONLINE ACTING CLASSES. ALL OF THESE EFFORTS ARE IN RESPONSE TO CONVERSATIONS WITH TEACHERS ACROSS THE REGION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,825 | ExpenseAmt |
| Desc | AMERICAN REVOLUTIONS: THE UNITED STATES HISTORY CYCLE (39 PLAYS DEDICATED TO EXPLORING MOMENTS OF CHANGE IN AMERICAN HISTORY) SAW PRODUCTIONS OF TWO COMMISSIONS - THE COPPER CHILDREN BY KAREN ZACARIAS AND CONFEDERATES BY DOMINIQUE MORRISEAU - BOTH SET TO TAKE THE OSF STAGE PRIOR TO THE COVID SHUTDOWN. WORK PERFORMED ON THE O! PLATFORM REFLECTS OSF'S VALUES, LEGACY AND FUTURE. KEEPING OUR COMMITMENT TO COMMISSIONING AND PRODUCING NEW WORK, AND CONTINUING TO SUPPORT THE FIELD'S CREATIVE WORKFORCE. THIS INSPIRED "19", A MICRO-COMMISSIONING PROGRAM DESIGNED AROUND C.O.V.I.D.: COMMUNITY, OFFERING, VITALITY, IDENTITY, DETERMINATION. TEN 19 WORKS ARE COMMISSIONED WITH ADDITIONAL PROGRAMMING PLANNED FOR 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,945,990 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 310 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 650 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SCHMITZ EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414822111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SOUTH PIONEER ST | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DIANE YU | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NINA SCHWENK | ||||||||
| CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNNE CARMICHAEL | ||||||||
| CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNN THOMPSON | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNA WERBLOW | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK BRADFORD | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE BRANCH | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| KELLY BULKELEY | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CAIN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| SAM DAKIN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| YOGEN DALAL | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| DONALD DE BRIER | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| TONY DRUMMOND | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| KATIE FAREWELL | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| MORT FRIEDKIN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE GIBBS | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| DAVE GLEN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD GOLDSTEIN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE GUND | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| DAVE HITZ | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| RUDD JOHNSON | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KAHN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PETER KOEHLER | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| GAIL LOPES | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PENILTON | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN RUBIO | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| DANNY SANTOS | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PERRY SIMON | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PATSY SMULLIN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| TRINE SORENSEN | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| BOB SPELTZ | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| ALEX SUTTON | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE SWEET | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| HECTOR TOBAR | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA WEAVER | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PAUL WESTBROOK | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| MARY WILCOX | ||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| PAUL CHRISTY | ||||||||
| FORMER EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $184,660 | $0 | $0 | 1.00 | ||
| DAVID SCHMITZ | ||||||||
| ACTING EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| SANDRA WEINGART | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $154,676 | $0 | $23,014 | 1.00 | ||
| NATAKI MYERS | ||||||||
| ARTISTIC DIRECTOR | 50.00 | Yes (X) | $249,674 | $0 | $16,101 | |||
| WILLIAM RAUCH | ||||||||
| FORMER ARTISTIC DIRECTOR | 50.00 | Yes (X) | $270,151 | $0 | $12,575 | |||
| PAULA MUNCASTER WALKER | ||||||||
| DIRECTOR OF MKTG & COMMUNICATIONS | 45.00 | $138,775 | $0 | $17,606 | Yes (X) | |||
| ALYS HOLDEN | ||||||||
| DIRECTOR OF PRODUCTION | 45.00 | $144,362 | $0 | $17,328 | Yes (X) | |||
| THEODORE DELONG | ||||||||
| GENERAL MANAGER | 45.00 | $113,230 | $0 | $21,691 | Yes (X) | |||
| JANET MORGAN | ||||||||
| INTERIM DIRECTOR OF EQUITY | 45.00 | $149,500 | $0 | $11,707 | Yes (X) | |||
| MICA KAMENSKI | ||||||||
| REPERTORY PRODUCER | 45.00 | $148,318 | $0 | $17,606 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,553,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,628 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTINE WATSON | |||||
| 5641 AERIAL HEIGHTS DR | MEDFORD | OR | 97504 | FINANCE CONSULTING | $230,550 |
| DCM INC | |||||
| 261 WEST 35TH ST STE 600 | NEW YORK | NY | 10001 | TELEMARKETING | $222,334 |
| CAPACITY INTERACTIVE | |||||
| PO BOX 83447 | WOBURN | MA | 01813 | DIGITAL MARKETING | $106,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $589,975 | FundraisingAmt |
| Related Organizations | $3,463,115 | RelatedOrganizationsAmt |
| Government Grants | $4,805,000 | GovernmentGrantsAmt |
| All Other Contributions | $14,809,363 | AllOtherContributionsAmt |
| Noncash Contributions | $849,013 | NoncashContributionsAmt |
| Total Contributions | $23,667,453 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PLAYS AND OTHER EVENTS | 711110 | $630,484 | $576,310 | $54,174 |
| EDUCATIONAL PROGRAMS | 900099 | $52,401 | $52,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $682,885 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,921 | TotalRevenueColumnAmt |
| Exclusion | $24,921 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,079 | TotalRevenueColumnAmt |
| Exclusion | $9,079 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,950 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,475 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $128,475 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,475 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,775 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $663,102 | SecuritiesAmt |
| Other | $485,954 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $660,338 | SecuritiesAmt |
| Other | $156,734 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,764 | SecuritiesAmt |
| Other | $329,220 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,984 | TotalRevenueColumnAmt |
| Exclusion | $331,984 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $589,975 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $135,646 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$135,646 | TotalRevenueColumnAmt |
| Exclusion | -$135,646 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $595,344 | $595,344 |
| CONCESSIONS | 721000 | $10,833 | $10,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $606,177 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,315,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $628,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,399 | UnrelatedBusinessRevenueAmt |
| Exclusion | $967,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,650 | TotalAmt |
| Program Services | $174,650 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,261 | TotalAmt |
| Program Services | $72,261 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,902 | TotalAmt |
| Program Services | $479,248 | ProgramServicesAmt |
| Management And General | $276,033 | ManagementAndGeneralAmt |
| Fundraising | $54,621 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,213,465 | TotalAmt |
| Program Services | $6,635,403 | ProgramServicesAmt |
| Management And General | $3,821,803 | ManagementAndGeneralAmt |
| Fundraising | $756,259 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,380 | TotalAmt |
| Program Services | $59,398 | ProgramServicesAmt |
| Management And General | $34,212 | ManagementAndGeneralAmt |
| Fundraising | $6,770 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,603,696 | TotalAmt |
| Program Services | $1,540,699 | ProgramServicesAmt |
| Management And General | $887,399 | ManagementAndGeneralAmt |
| Fundraising | $175,598 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,167 | TotalAmt |
| Program Services | $354,548 | ProgramServicesAmt |
| Management And General | $204,210 | ManagementAndGeneralAmt |
| Fundraising | $40,409 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,487 | TotalAmt |
| Management And General | $329,487 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,756 | TotalAmt |
| Management And General | $51,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,907 | TotalAmt |
| Management And General | $85,907 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,788 | TotalAmt |
| Fundraising | $241,788 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,502 | TotalAmt |
| Management And General | $298,502 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,630 | TotalAmt |
| Program Services | $3,805 | ProgramServicesAmt |
| Management And General | $411,325 | ManagementAndGeneralAmt |
| Fundraising | $45,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,631 | TotalAmt |
| Program Services | $327,563 | ProgramServicesAmt |
| Management And General | $644,612 | ManagementAndGeneralAmt |
| Fundraising | $171,456 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,153 | TotalAmt |
| Program Services | $8,216 | ProgramServicesAmt |
| Management And General | $325,937 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,173 | TotalAmt |
| Program Services | $126,173 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,548 | TotalAmt |
| Program Services | $21,845 | ProgramServicesAmt |
| Management And General | $507,703 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,652 | TotalAmt |
| Program Services | $363,617 | ProgramServicesAmt |
| Management And General | $75,146 | ManagementAndGeneralAmt |
| Fundraising | $167,889 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,995 | TotalAmt |
| Management And General | $201,995 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951,823 | TotalAmt |
| Program Services | $1,834,630 | ProgramServicesAmt |
| Management And General | $100,859 | ManagementAndGeneralAmt |
| Fundraising | $16,334 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,543 | TotalAmt |
| Program Services | $253,639 | ProgramServicesAmt |
| Management And General | $24,496 | ManagementAndGeneralAmt |
| Fundraising | $4,408 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HOUSING | $713,555 | $713,555 | ||
| COMMISSIONS AND FEES | $533,684 | $269,246 | $206,456 | $57,982 |
| PRODUCTION | $509,924 | $509,924 | ||
| MISCELLANEOUS | $437,903 | $80,723 | $354,362 | $2,818 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | $1,116,847 | ProgramServicesAmt |
| Management And General | -$1,136,255 | ManagementAndGeneralAmt |
| Fundraising | $19,408 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,413,175 | TotalAmt |
| Program Services | $14,945,990 | ProgramServicesAmt |
| Management And General | $7,705,945 | ManagementAndGeneralAmt |
| Fundraising | $1,761,240 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,200 | BOYAmt |
| EOY | $5,294,040 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,100,459 | BOYAmt |
| EOY | $11,284,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,861,625 | BOYAmt |
| EOY | $5,863,439 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,380 | BOYAmt |
| EOY | $203,976 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,314 | BOYAmt |
| EOY | $96,703 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,990 | BOYAmt |
| EOY | $109,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,783,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,285,482 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,082,351 | BOYAmt |
| EOY | $33,497,582 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,624 | BOYAmt |
| EOY | $52,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,936,943 | BOYAmt |
| EOY | $56,401,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,365,213 | BOYAmt |
| EOY | $1,979,277 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,982 | BOYAmt |
| EOY | $4,640,616 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,000 | BOYAmt |
| EOY | $1,400,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,946,789 | BOYAmt |
| EOY | $10,205,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,606,984 | BOYAmt |
| EOY | $18,225,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,738,810 | BOYAmt |
| EOY | $34,491,602 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,591,149 | BOYAmt |
| EOY | $3,684,680 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,329,959 | BOYAmt |
| EOY | $38,176,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,936,943 | BOYAmt |
| EOY | $56,401,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $902,153 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,830 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,455,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,839,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,782,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,832,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,667,453 | CurrentTaxYearAmt |
| Total | $91,576,844 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,380,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,413,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,449,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,474,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,492,397 | CurrentTaxYearAmt |
| Total | $7,210,833 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,835,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,252,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,231,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,307,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,159,850 | CurrentTaxYearAmt |
| Total | $98,787,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,392,992 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,394,685 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,950 | CurrentTaxYearAmt |
| Total | $592,681 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,399 | CurrentTaxYearAmt |
| Total | $774,742 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $485,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,759,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,080,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,318,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,177 | CurrentTaxYearAmt |
| Total | $5,250,098 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,405,198 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $91,340,395 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,651,935 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,651,935 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,002,595 | BeginningYearBalanceAmt |
| Contributions | $270,147 | ContributionsAmt |
| Investment Earnings Or Losses | $379,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,463,115 | OtherExpendituresAmt |
| Administrative Expenses | $116,969 | AdministrativeExpensesAmt |
| End Year Balance | $31,072,455 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,805,064 | BeginningYearBalanceAmt |
| Contributions | $385,740 | ContributionsAmt |
| Investment Earnings Or Losses | $3,208,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,845,811 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,478,127 | OtherExpendituresAmt |
| Administrative Expenses | $72,438 | AdministrativeExpensesAmt |
| End Year Balance | $34,002,595 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,787,412 | BeginningYearBalanceAmt |
| Contributions | $2,773,623 | ContributionsAmt |
| Investment Earnings Or Losses | -$151,743 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,882,032 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,632,852 | OtherExpendituresAmt |
| Administrative Expenses | $89,344 | AdministrativeExpensesAmt |
| End Year Balance | $34,805,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,385,002 | BeginningYearBalanceAmt |
| Contributions | $390,544 | ContributionsAmt |
| Investment Earnings Or Losses | $4,280,752 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $572,915 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,612,814 | OtherExpendituresAmt |
| Administrative Expenses | $83,157 | AdministrativeExpensesAmt |
| End Year Balance | $37,787,412 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,197,721 | BeginningYearBalanceAmt |
| Contributions | $5,325,872 | ContributionsAmt |
| Investment Earnings Or Losses | $1,691,369 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $335,672 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,414,697 | OtherExpendituresAmt |
| Administrative Expenses | $79,591 | AdministrativeExpensesAmt |
| End Year Balance | $35,385,002 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,432,583 | OtherCostOrOtherBasisAmt |
| Book Value | $3,432,583 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,181,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,332,270 | DepreciationAmt |
| Book Value | $19,848,758 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,864,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,801,516 | DepreciationAmt |
| Book Value | $9,062,901 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,862,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,863,737 | DepreciationAmt |
| Book Value | $999,075 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $287,959 | DepreciationAmt |
| Book Value | $154,265 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,497,582 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DCM INC | ||||||||
| 330 WEST 38TH ST STE 207 | NEW YORK | NY | 10018 | TELEFUNDRAISING | 0 | $621,759 | $221,701 | $400,058 |
| SWAIM STRATEGIES | ||||||||
| PO BOX 17191 | PORTLAND | OR | 97217 | EVENT MANAGEMENT | 0 | $0 | $20,087 | -$20,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $621,759 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $241,788 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $379,971 | TotalNetToOrganizationAmt |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $589,975 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $589,975 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $20,917 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $157 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,770 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $108,802 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $589,975 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $589,975 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $20,917 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $157 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,770 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $108,802 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $135,646 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$135,646 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE VENDORS CHARGE A FLAT FEE FOR CONSULTING FOR ALL CAMPAIGNS. DCM BILLS AN HOURLY RATE FOR LABOR PLUS AN EMPLOYEE ASSESSMENT FEE IF THERE IS A LAW CHANGE DURING THE COURSE OF THE CAMPAIGN. DCM ALSO CHARGES COMMISSION FEES ON REVENUE DURING THE CALLING WEEKS AND THE TWO WEEKS AFTER THE COMPLETION OF CALLING. IN ADDITION TO THE USE OF DCM, OSF HOSTED A DIGITAL GALA, A CONTRIBUTED REVENUE EVENT ALONG WITH A SILENT AUCTION FROM ITEMS THAT WERE PURCHASED BY OSF AS WELL AS DONATED AS IN-KIND CONTRIBUTIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MCKENZIE RIVER GATHERING FOUNDATION | |||||||
| PO BOX 12489 | PORTLAND | OR | 97212 | 930691187 | 501(C)(3) | $17,465 | MY VALLEY MY HOME DESIGNATION |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | 930576632 | 501(C)(3) | $17,465 | FIRE RELIEF EFFORTS |
| ROGUE ACTION CENTER | |||||||
| PO BOX 674 | TALENT | OR | 97540 | 823691229 | 501(C)(3) | $17,465 | FIRE RELIEF EFFORTS |
| ROGUE ACTION CENTER | |||||||
| PO BOX 674 | TALENT | OR | 97540 | 823691229 | 501(C)(3) | $17,465 | SOUTHERN OREGON RISING TIDE DESIGNATION |
| ROGUE ACTION CENTER | |||||||
| PO BOX 674 | TALENT | OR | 97540 | 823691229 | 501(C)(3) | $17,465 | SOUTHERN OREGON COALITION FOR RACIAL EQUITY |
| ROGUE VALLEY FOUNDATION | |||||||
| 101 E 8TH STREET | MEDFORD | OR | 97501 | 930903879 | 501(C)(3) | $17,465 | NORTHWEST SEASONAL WORKERS ASSOCIATION DESIGNATION |
| ROGUE VALLEY MENTORING | |||||||
| PO BOX 991 | TALENT | OR | 97540 | 943468601 | 501(C)(3) | $17,465 | SO HEALTH-E DESIGNATION |
| UNETE CENTER FOR FARM WORKER ADVOCACY | |||||||
| 27 N IVY STREET | MEDFORD | OR | 97501 | 261810916 | 501(C)(3) | $17,465 | FIRE RELIEF EFFORTS |
| PHOENIX-TALENT SCHOOL DISTRICT | |||||||
| 401 W STREET PO BOX 698 | PHOENIX | OR | 97535 | GOVT | $17,465 | FIRE RELIEF EFFORTS | |
| ROGUE CLIMATE | |||||||
| PO BOX 1980 | PHOENIX | OR | 97535 | 464714467 | 501(C)(3) | $17,465 | FIRE RELIEF EFFORTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE TO FAIR INTERNS AND ARTISTS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $28,791 | CashGrantAmt |
| Non Cash Assistance | $43,470 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | HOUSING | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN GENERAL, ALL GRANTS AND ASSISTANCE FOR INDIVIDUALS ARE AWARDED FOR THE SOLE PURPOSE OF DIRECT PARTICIPATION IN OUR EXEMPT PURPOSE PROGRAMS. FOR EXAMPLE, GRANTS ARE AWARDED TO STUDENTS AND TEACHERS TO ATTEND PLAYS AND/OR EDUCATIONAL WORKSHOPS AND TRAINING EVENTS, OR TO INTERNS AND APPRENTICES TO HELP CREATE THE WORK. EDUCATIONAL EVENTS ARE CLOSELY MONITORED BY OUR EDUCATION DEPARTMENT. INTERN AND APPRENTICE PROGRAMS ARE MONITORED BY THE FAIR EXPERIENCE PROGRAM MANAGER AND DEPARTMENT MANAGERS. ASSISTANCE TO OUTSIDE ORGANIZATIONS IS GIVEN ON AN ANNUAL BASIS FOR APPLICANTS TO THE OSF DAEDALUS PROGRAM, WHICH IS A FLOWTHROUGH FUND TO RAISE MONEY FOR AIDS AND HIV ORGANIZATIONS. IN 2020, THE DAEDALUS PROGRAM WAS NOT ABLE TO OCCUR DUE TO RESTRICTIONS UNDER COVID 19. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL CHRISTY | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $184,660 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $184,660 | $0 | $0 | $0 |
| SANDRA WEINGART | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $154,676 | $0 | $0 | $0 | $0 | $0 | $5,415 | $0 | $17,599 | $0 | $177,690 | $0 | $0 | $0 |
| NATAKI MYERS | ||||||||||||||
| ARTISTIC DIRECTOR | $249,674 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,101 | $0 | $265,775 | $0 | $0 | $0 |
| WILLIAM RAUCH | ||||||||||||||
| FORMER ARTISTIC DIRECTOR | $270,151 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,575 | $0 | $282,726 | $0 | $0 | $0 |
| PAULA MUNCASTER WALKER | ||||||||||||||
| DIRECTOR OF MKTG & COMMUNICATIONS | $138,775 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,606 | $0 | $156,381 | $0 | $0 | $0 |
| ALYS HOLDEN | ||||||||||||||
| DIRECTOR OF PRODUCTION | $144,362 | $0 | $0 | $0 | $0 | $0 | $4,960 | $0 | $12,368 | $0 | $161,690 | $0 | $0 | $0 |
| JANET MORGAN | ||||||||||||||
| INTERIM DIRECTOR OF EQUITY | $149,500 | $0 | $0 | $0 | $0 | $0 | $4,882 | $0 | $6,825 | $0 | $161,207 | $0 | $0 | $0 |
| MICA KAMENSKI | ||||||||||||||
| REPERTORY PRODUCER | $148,318 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,606 | $0 | $165,924 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING WAS PROVIDED IN THE EMPLOYMENT CONTRACT FOR DAVID SCHMITZ, THE NEW EXECUTIVE DIRECTOR, LISTED AS TAXABLE MOVING EXPENSES. |
| PART I, LINE 1B | PER EMPLOYMENT CONTRACT REVIEWED BY THE BOARD OF DIRECTORS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SID DEBOER | |||||||
| BOARD MEMBER | BUILDING PURCHASE | Yes (X) | $700,000 | $700,000 | 0 | Yes (1) | Yes (1) |
| MORTON FRIEDKIN | |||||||
| BOARD MEMBER | BUILDING PURCHASE | Yes (X) | $700,000 | $700,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,400,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KIRKALDY MYERS | |||
| SPOUSE OF KEY EMPLOYEE (OFFICER) | $16,615 | CONTRACTED SERVICES | 0 |
| CALIFORNIA OREGON BROADCASTING | |||
| BOARD MEMBER IS PRESIDENT OF ORGANIZATION | $1,845 | ADVERTISING | 0 |
| SID DEBOER | |||
| BOARD MEMBER | $20,697 | INTEREST ON LOAN | 0 |
| MORTON FRIEDKIN | |||
| BOARD MEMBER | $20,697 | INTEREST ON LOAN | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $635,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH LOW | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEV. | 7 | $94,754 | PURCHASE PRICE |
| Yes (X) | GALA ITEMS | 42 | $18,714 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DUE TO COVID 19,ON MARCH 12, 2020 ALL IN-PERSON PERFORMANCES AND EVENTS WERE CANCELLED. THE DEVELOPMENT OF DIGITAL PROGRAMATIC AND EDUCATIONAL ACTIVITIES WERE INTRODUCED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOUR BOARD OFFICERS AND SEVEN ADDITIONAL BOARD MEMBERS, ALL APPROVED BY VOTE OF THE ENTIRE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE BRINGS PROPOSALS TO THE ENTIRE BOARD OF DIRECTORS FOR VOTING. THE GOVERNANCE COMMITTEE NOMINATES CANDIDATES FOR ELECTION TO THE BOARD AND NOMINATES BOARD OFFICERS. THE ENTIRE BOARD ELECTS NEW AND CONTINUING BOARD MEMBERS AND BOARD OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE, THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL RECEIVE A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANYTIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT, IN TURN, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME THE GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION C, LINE 19 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSF SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1120 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320279547 | EIN |
| Primary Activities | PRODUCTION OF THEATRICAL SOFTWARE | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| End Of Year Assets | $7,842 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936041618 | EIN |
| Primary Activities | SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | |
| C | $3,463,115 |
| OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | |
| R | $270,147 |
Comments