2020-03-24T15:06:22-05:00 2019-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2018-07-01 930700108 LAKEWOOD THEATRE COMPANY LAKE 5036356338 PO BOX 274 LAKE OSWEGO OR 97034 JEANNE DENTON PRESIDENT-DIRECTOR 5036356338 2020-03-06 1 ELSA A ROMERO P00485021 5036204489 2020-03-06 50.234.117.166 2020-03-06 15:09:43 PS P 048BB0423CE898B7A364B8E5B051D5D95FFB7799 D0B2BC09B3292EB36FAA6A962707B79794305099 2018 2021-01-29 14:40:06Z ANDREW EDWARDS PO BOX 274 LAKE OSWEGO OR 97034 2140964 0 X WWW.LAKEWOOD-CENTER.ORG X 1952 OR TO INSPIRE AND NURTURE A LOVE OF THEATRE AND THE ARTS. 24 24 73 850 8265 0 490877 611169 1081137 1135302 3962 9122 271760 194783 1847736 1950376 43683 0 0 0 580596 601807 0 0 200528 1302460 1334844 1926739 1936651 -79003 13725 4730384 4763128 567879 586898 4162505 4176230 TO INSPIRE AND NURTURE A LOVE OF THEATRE AND THE ARTS WITH THE FOLLOWING MISSION: THE MAINTENANCE OF A PERMANENT MULTI-ARTS AND THEATRE FACILITY. THE SPONSORSHIP AND COORDINATION OF EDUCATIONAL AND CULTURAL PROGRAMMING IN VISUAL ARTS, THEATRE AND COMMUNITY EVENTS. 0 0 1172346 862720 LAKEWOOD THEATRE PRESENTS MUSICALS, ORIGINAL WORKS & A DIVERSE SELECTION OF MODERN AND CLASSIC THEATRE WITH 10-12 PRODUCTIONS ANNUALLY (RESIDENT AND TOURING). LAKEWOOD CONSISTENTLY INCLUDES FULL SCALE MUSICALS AND ORIGINAL WORKS IN ITS SEASON, AND PRIDES ITSELF ON WORKING WITH NEW AND/OR EMERGING ARTISTS AND GROUPS TO BRING INNOVATIVE PERFORMANCES AND ART EVENTS TO OUR AUDIENCE. LAKEWOOD THEATRE IS THE OLDEST CONTINUOUSLY OPERATING THEATRE COMPANY IN THE PORTLAND, OREGON METRO AREA, ATTRACTING OVER 40,000 PEOPLE EACH YEAR. 272924 59800 THE LAKE OSWEGO FESTIVAL OF THE ARTS IS A COMMUNITY WIDE CELEBRATION ATTRACTING ON AVERAGE 25,000 PEOPLE PER YEAR. IT FOCUSES ON ARTS EDUCATION, PERFORMANCE AND EXHIBITION. THE 4 DAY EVENT INCLUDES GUEST ARTISTS, MUSIC, LIVE THEATRE PERFORMANCE, ARTISANS DISPLAYING THEIR CRAFT, ART CLASSES, LECTURES AND EXHIBITIONS. 136914 0 204517 LAKEWOOD CENTER FOR THE ARTS PROVIDES FACILITIES USED BY INSTRUCTORS, GROUPS AND OTHERS IN THE ARTS THROUGH CLASSES, DEMONSTRATIONS, EXHIBITIONS AND COMMUNITY EVENTS SUPPORTING ARTS IN THE COMMUNITY. LAKEWOOD COORDINATES A FULL RANGE OF OFFERINGS IN ACTING, VISUALS ARTS, DESIGN, TELEVISION, FILM, GALLERY EXHIBITIONS, LECTURES AND CONCERTS. THESE PROGRAMS SERVE OVER 3,000 STUDENTS ANNUALLY. 1582184 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 160 0 1 73 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X STACIE WILLIAMS 5036356338 368 S STATE ST LAKE OSWEGO OR 97034 JEANNE DENTON PRESIDENT-DIRECTOR 2.00 X X 0 0 0 JOANN FRANKEL SECRETARY/TREASURER 3.00 X X 0 0 0 RYAN BIRGE DIRECTOR 1.00 X 0 0 0 HEATHER BOGATY DIRECTOR 1.00 X 0 0 0 FRED BREUER DIRECTOR 1.00 X 0 0 0 LINDA BROWN DIRECTOR 1.00 X 0 0 0 JAN COULTON DIRECTOR 1.00 X 0 0 0 MICHAEL DOTTEN DIRECTOR 1.00 X 0 0 0 ELAINE FRANKLIN DIRECTOR 1.00 X 0 0 0 JOAN FREED DIRECTOR 1.00 X 0 0 0 KELLY GIAMPA DIRECTOR 1.00 X 0 0 0 CYNDIE GLAZER DIRECTOR 1.00 X 0 0 0 KEN HICK DIRECTOR 1.00 X 0 0 0 DON IRVING DIRECTOR 1.00 X 0 0 0 STEVEN JURNEY DIRECTOR 1.00 X 0 0 0 JEFF KANTOR DIRECTOR 1.00 X 0 0 0 JOANNE KANTOR DIRECTOR 1.00 X 0 0 0 RICKY KORACH DIRECTOR 1.00 X 0 0 0 SKIP O'NEILL DIRECTOR 1.00 X 0 0 0 DON PLUMB DIRECTOR 1.00 X 0 0 0 TROY SCHMIT DIRECTOR 1.00 X 0 0 0 MARTHA SCHRADER DIRECTOR 1.00 X 0 0 0 AARON NIGEL SMITH DIRECTOR 1.00 X 0 0 0 BILL WARNER DIRECTOR 1.00 X 0 0 0 ANDREW EDWARDS EXECUTIVE DIRECTOR 70.00 X 120270 0 7199 120270 0 7199 1 0 0 0 0 5464 22650 33500 549555 611169 THEATRE PRODUCTIONS 711110 862720 862720 CLASSES 711300 104598 104598 CENTER OPERATIONS 711300 99919 99919 FESTIVAL OPERATIONS 711110 59800 59800 ADVERTISING 711110 8265 8265 1135302 9122 9122 129769 22650 67325 62444 62444 255602 123263 132339 132339 1950376 1127037 8265 203905 130486 91340 39146 396868 307014 4199 85655 2500 1300 632 568 32161 20462 4911 6788 39792 20686 10060 9046 16200 16200 27803 21535 4785 1483 93150 87089 1559 4502 13948 11534 1894 520 122989 117461 713 4815 142024 130309 10412 1303 13007 12533 61 413 THEATRE PRODUCTIONS 563415 563415 0 0 REPAIRS AND MAINTENANCE 80946 73227 929 6790 EDUCATION 71675 71675 0 0 TICKETING AND FLYERS 64862 54180 5753 4929 124825 89764 491 34570 1936651 1582184 153939 200528 978468 876912 279769 434054 4475 39550 31658 47812 92637 119532 5754471 2745870 3124700 3008601 218677 236667 4730384 4763128 165539 116549 402340 470349 567879 586898 X 4009907 3953939 73810 129836 78788 92455 4162505 4176230 4730384 4763128 13725 0 X 0 1 X 1 0 X 1063206 601257 650515 490877 611169 3417024 990427 972852 966624 1070007 1127037 5126947 89580 90342 81272 88766 255602 605562 2143213 1664451 1698411 1649650 1993808 9149533 150189 25458 53947 41209 43720 314523 0 150189 25458 53947 41209 43720 314523 8835010 3075 2951 3517 3962 9122 22627 3075 2951 3517 3962 9122 22627 124781 101384 175347 224248 70709 696469 2271069 1768786 1877275 1877860 2073639 9868629 0.89530 0.90180 0.00230 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 218618 13667 4382 236667 209860 6400 2358 218618 201879 5884 2097 209860 194908 5100 1871 201879 188297 4850 1761 194908 0.61000 0.39000 0 0 150000 150000 5450775 2592174 2858601 153696 153696 0 3008601 X 1950376 0 1950376 0 1950376 1936651 0 1936651 0 1936651 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS DESIGNATED FOR ENDOWMENT IS THE AGGREGATE PRINCIPAL OF AMOUNTS FOR WHICH THE DONOR STIPULATED THAT THE GIFT AMOUNT (PRINCIPAL) MUST BE HELD AND INVESTED. THE INVESTMENT AND INTEREST EARNINGS MAY BE USED FOR ANY PURPOSE, INCLUDING OPERATIONS. UNRESTRICTED NET ASSETS DESIGNATED FOR ENDOWMENT REPRESENT A PORTION OF UNRESTRICTED NET ASSETS DESIGNATED BY THE BOARD OF DIRECTORS. ALTHOUGH NO LEGAL RESTRICTIONS ON THESE NET ASSETS EXIST, THE INTENT OF LAKEWOOD IS TO HOLD THESE FUNDS IN PERPETUITY AND USE THE INTEREST AND/OR INVESTMENT INCOME FOR OPERATING EXPENSES OF LAKEWOOD. PART X, LINE 2: LAKEWOOD IS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. LAKEWOOD HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. LAKEWOOD HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. LAKEWOOD IN LIGHTS 102423 12450 89973 2500 2932 7162 25174 3350 7810 SHAKEN NOT STIRRED 27312 5000 22312 1816 1397 8490 3474 4 22684 5200 17484 3220 152419 22650 129769 2500 2932 8978 26571 11840 14504 67325 62444 FORM 990, PART VI, SECTION A, LINE 2 JEFF KANTOR AND JOANNE KANTOR HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE TREASURER, THE FINANCE COMMITTEE, AND A COMPLETE COPY IS PROVIDED TO THE GOVERNING BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICTS OF INTEREST POLICY IS GIVEN TO EACH NEW BOARD MEMBER. IT IS AVAILABLE ON THE BOARD BLOG AND IS REVIEWED ANNUALLY AT THE FIRST (AUGUST) BOARD MEETING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL COMMITTEE REVIEWS NATIONAL DATA SURVEY REVIEWS 990S OF COMPARABLE ORGANIZATIONS, THEN MAKES A PRESENTATION AND REPORT TO THE FULL BOARD FOR INPUT AND VOTE WITHOUT MANAGING STAFF PRESENT. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED INDIVIDUALS MAY REQUEST BY MAIL, BY FAX OR IN PERSON.