LEGACY THEATRE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY THEATRE (EIN 45-2855557)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349304155
- Schema version
- 2024v5.2
- 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 D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:51:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452855557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGACY THEATRE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 2032085504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 THIMBLE ISLANDS RD | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L WILLIAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2032085504 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN L WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 THIMBLE ISLANDS RD | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,136,236 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYTHEATRECT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE LEGACY THEATRE IS A PROFESSIONAL THEATRE COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATRE AND RELATED PROGRAMS. THE LEGACY STRIVES TO BE A PREMIERE ARTS HOUSE FOR LOCAL ARTISTS, PROFESSIONAL COMPANIES, AND TO ENSURE ONGOING SEASONS OF UPLIFTING, INSPIRING, AND CHALLENGING PROFESSIONAL THEATRE AND THEATRE TRAINING FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,171,595 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,601,001 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,364,337 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $451,709 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,232 | PYInvestmentIncomeAmt |
| CY Investment Income | -$29 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$750 | PYOtherRevenueAmt |
| CY Other Revenue | $20,712 | CYOtherRevenueAmt |
| PY Total Revenue | $2,529,950 | PYTotalRevenueAmt |
| CY Total Revenue | $2,073,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $596,133 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $704,115 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,400 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,850 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,168 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,111,600 | PYOtherExpensesAmt |
| CY Other Expenses | $1,204,765 | CYOtherExpensesAmt |
| PY Total Expenses | $1,709,133 | PYTotalExpensesAmt |
| CY Total Expenses | $1,911,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $820,817 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $161,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,278,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,949,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,259,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,768,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,019,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,180,908 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE LEGACY THEATRE IS A PROFESSIONAL THEATER COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATER AND RELATED PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,156,139 | ExpenseAmt |
| Revenue | $422,191 | RevenueAmt |
| Desc | WE HAD A TREMENDOUS 2024 SEASON OF PERFORMANCES AND EVENTS. THERE WERE 11,394 TICKETS SOLD, WE HOSTED 118 TICKETED EVENTS, HAD AUDIENCES FROM 34 STATES AND 5 COUNTRIES. THE SEASON HIGHLIGHTS INCLUDE FOUR MAIN STAGE PRODUCTIONS, SIX FAMILY SERIES PRODUCTIONS, SEVEN SUNDAY BROADWAY CONCERT SERIES PERFORMANCES, A HOLIDAY SHOW AND MANY OTHER PERFOMANCES, PRODUCTIONS AND EVENTS. OUR THEATER GAINED MUCH ATTENTION IN 2024 WHEN THE WELL KNOWN DAME JULIE ANDREWS DIRECTED ONE OF OUR MAIN STAGE PERFORMANCES WHICH BROUGHT IN RAVE REVIEWS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,617 | ExpenseAmt |
| Revenue | $29,963 | RevenueAmt |
| Desc | WE HELD VARIOUS EDUCATIONAL PROGRAMS IN 2024. THESE PROGRAMS INCLUDE EDUCATIONAL PARTNERSHIPS WITH SURROUNDING ORGANIZATIONS AND TOWNS AND INCLUDE INDIVIDUALS OF AGE GROUPS RANGING FROM TODDLERS TO SENIOR CITIZENS. WE HOSTED CLASSES, WORKSHOPS, INTENSIVES, CONSERVATORY PROGRAMS AND CLASS FIELD TRIPS. WE ALSO HELD PROGRAMS FOR OUR WHEEL LIFE THEATRE TROUPE WHICH ALLOWS PEOPLE WHO AMBULATE WITH CRUTCHES OR WHEELCHAIRS TO PARTICIPATE IN EDUCATIONAL THEATRE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,182,756 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGACY THEATRE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032085504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 THIMBLE ISLAND RD | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| STEPHANIE WILLIAMS | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $3,402 | $0 | $0 | |
| JANA SHEA | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN L WILLIAMS | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM SHEA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATINA GIONTERIS | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAMIAN DORIA | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KNUDSEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES GRADY | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KEELY KNUDSEN | |||||||
| EX-OFFICIO, ARTISTIC DIREC | 40.00 | Yes (X) | $85,336 | $0 | $0 | ||
| SONJA LABARBERA | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PEPE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES RODAY RODRIGUEZ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $536 | $0 | $0 | ||
| JEFFRY PROVOST | |||||||
| FORMER EX-OFFICIO, MD | 40.00 | $119,500 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $208,774 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $41,471 | FundraisingAmt |
| Government Grants | $37,135 | GovernmentGrantsAmt |
| All Other Contributions | $1,522,395 | AllOtherContributionsAmt |
| Noncash Contributions | $547,851 | NoncashContributionsAmt |
| Total Contributions | $1,601,001 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE, CLASS & E | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $451,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $451,709 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $451,709 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,043 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,077 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$34 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$34 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,004 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,471 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,766 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,238 | TotalRevenueColumnAmt |
| Exclusion | $20,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $474 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $474 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,073,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $452,154 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,238 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,774 | TotalAmt |
| Program Services | $126,859 | ProgramServicesAmt |
| Management And General | $59,750 | ManagementAndGeneralAmt |
| Fundraising | $22,165 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,827 | TotalAmt |
| Program Services | $237,220 | ProgramServicesAmt |
| Management And General | $121,370 | ManagementAndGeneralAmt |
| Fundraising | $61,237 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,658 | TotalAmt |
| Program Services | $15,658 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,856 | TotalAmt |
| Program Services | $34,268 | ProgramServicesAmt |
| Management And General | $17,520 | ManagementAndGeneralAmt |
| Fundraising | $8,068 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,263 | TotalAmt |
| Program Services | $4,690 | ProgramServicesAmt |
| Management And General | $6,573 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,700 | TotalAmt |
| Management And General | $12,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,850 | TotalAmt |
| Fundraising | $2,850 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100 | TotalAmt |
| Management And General | $1,100 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,225 | TotalAmt |
| Program Services | $45,625 | ProgramServicesAmt |
| Management And General | $28,484 | ManagementAndGeneralAmt |
| Fundraising | $13,116 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,531 | TotalAmt |
| Program Services | $25,908 | ProgramServicesAmt |
| Management And General | $16,175 | ManagementAndGeneralAmt |
| Fundraising | $7,448 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,342 | TotalAmt |
| Program Services | $43,071 | ProgramServicesAmt |
| Management And General | $26,889 | ManagementAndGeneralAmt |
| Fundraising | $12,382 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506 | TotalAmt |
| Program Services | $1,311 | ProgramServicesAmt |
| Management And General | $818 | ManagementAndGeneralAmt |
| Fundraising | $377 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,991 | TotalAmt |
| Management And General | $92,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,698 | TotalAmt |
| Program Services | $81,823 | ProgramServicesAmt |
| Management And General | $127,849 | ManagementAndGeneralAmt |
| Fundraising | $46,026 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,815 | TotalAmt |
| Program Services | $13,503 | ProgramServicesAmt |
| Management And General | $8,430 | ManagementAndGeneralAmt |
| Fundraising | $3,882 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT EVENT COSTS | $525,800 | $525,800 | ||
| OTHER EXPENSES | $57,794 | $27,020 | $23,157 | $7,617 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,730 | TotalAmt |
| Program Services | $1,182,756 | ProgramServicesAmt |
| Management And General | $543,806 | ManagementAndGeneralAmt |
| Fundraising | $185,168 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,810 | BOYAmt |
| EOY | $139,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,972,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,163,464 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,059,935 | BOYAmt |
| EOY | $4,808,870 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,278,545 | BOYAmt |
| EOY | $4,949,418 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,300 | BOYAmt |
| EOY | $1,268,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,259,300 | BOYAmt |
| EOY | $2,768,510 | 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 | $2,019,245 | BOYAmt |
| EOY | $2,178,908 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,245 | BOYAmt |
| EOY | $2,180,908 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,278,545 | BOYAmt |
| EOY | $4,949,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $161,663 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $999,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $897,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,171,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,641,478 | CurrentTaxYearAmt |
| Total | $4,912,695 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $451,709 | CurrentTaxYearAmt |
| Total | $1,553,518 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,658,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,093,187 | CurrentTaxYearAmt |
| Total | $6,466,213 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $466,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $465,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $545,092 | CurrentTaxYearAmt |
| Total | $2,151,211 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $466,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $465,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $545,092 | CurrentTaxYearAmt |
| Total | $2,151,211 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,315,002 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $388 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $388 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $877,927 | CurrentTaxYearMinus1YearAmt |
| Total | $877,927 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,535,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,093,192 | CurrentTaxYearAmt |
| Total | $7,344,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.58750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.52640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SHORT YEAR EXPLANATION | FormAndLineReferenceDesc |
| Explanation | 2020 FORM 990 IS SHORT YEAR FOR 7/1/2020- 12/31/2020 | ExplanationTxt |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,000 | OtherCostOrOtherBasisAmt |
| Book Value | $130,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,806,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $456,823 | DepreciationAmt |
| Book Value | $4,349,319 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $942,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $642,234 | DepreciationAmt |
| Book Value | $300,422 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,407 | DepreciationAmt |
| Book Value | $29,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,808,870 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LINE OF CREDIT | $1,249,186 |
| GIFT CERTIFICATES | $19,251 |
| SALES TAX PAYABLE | $15 |
| CT MY SAVINGS CONTRIBUTION | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,268,510 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,073,393 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,073,393 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,073,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,911,730 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,911,730 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,911,730 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $81,475 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $41,471 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,004 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,650 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,388 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,009 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,098 | OtherDirectExpensesEvent1Amt |
| Event2 | COMMUNITY EVENT | Event2Nm |
| Food And Beverage Event2 | $622 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $81,475 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,471 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,004 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,650 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,010 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,009 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,098 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,767 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,237 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFRY PROVOST | PersonNm |
| Title | FORMER EX-OFFICIO, MD | TitleTxt |
| Base Compensation Filing Org | $100,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $19,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $119,500 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH J PART I LINE 4A | FormAndLineReferenceDesc |
| Explanation | JEFFRY PROVOST, FORMER MANAGING DIRECTOR WAS TERMINATED FROM THE ORGANIZATION ON 10/30/24 AND WAS PAID $15,385 OF REMAINING PAY THROUGH 12/31/24 AS SEVERANCE. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|
| JOHN AND STEPHANIE WILLIAMS (OAK TREE MANAGEMENT) | |||||||
| TRUSTEES | PROPERTY | Yes (X) | $400,000 | $400,000 | 0 | Yes (1) | Yes (1) |
| JOHN AND STEPHANIE WILLIAMS | |||||||
| TRUSTEES | THEATER RENOVATION LINE OF CREDIT | Yes (X) | $2,000,000 | $1,100,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,500,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,077 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DEBT FORGIVENESS | 1 | $500,000 | FMV |
| Yes (X) | OFFICE SUPPLIES & FURNITURE | 12 | $4,524 | COMPARABLE SALE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEPHANIE (PRESIDENT) AND JOHN WILLIAMS (TREASURER) ARE MARRIED. TOM (TRUSTEE MEMBER) AND JANA SHEA (VICE PRESIDENT) ARE MARRIED. BRIAN (TRUSTEE MEMBER) AND KEELY KNUDSEN (ARTISTIC DIRECTOR OF ORGANIZATION) ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW AFTER COMPLETE OVERVIEW HAS BEEN MADE BY THE FINANCE COMMITTEE FOR COMMENT BEFORE SUBMITTING THE DOCUMENT TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY ADOPTED BY THE ORGANIZATION AT ITS ONSET IS REVIEWED AT THE ANNUAL BOARD MEETING BY ALL TRUSTEES AND EACH PERSON MUST FILL OUT A FORM THAT DISCLOSES ANY CONFLICT TO BE MADE KNOWN AND DISCUSSED AMONG THE BOARD. THESE FORMS ARE KEPT ON FILE WITH THE ORGANIZATION'S RECORDS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATIONS ARE DETERMINED BY COMPARABLE COMPENSATIONS MADE WITHIN THE FIELD AS DETERMINED BY THE THEATRE GROUP COMMUNICATIONS, INC. WHICH PUBLISHES AN ANNUAL ACCOUNT OF RANGES OF PROFESSIONAL THEATER COMPANIES THROUGHOUT THE NATION AND THEIR COMPENSATION RANGES, BASED ON SIZE, OUTREACH, AND SCOPE. A COMPENSATION COMMITTEE HAS BEEN ESTABLISHED TO RESEARCH AND RECOMMEND COMPENSATION TO THE BOARD WHERE IT IS THEN VOTED UPON. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS STATED ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE THROUGH PUBLIC INSPECTION THROUGH SITES SUCH AS GUIDESTAR. |
| PAGE 7 PART VII | COMPENSATION FOR STEPHANIE WILLIAMS, PRESIDENT AND JAMES RODAY RODRIGUEZ, TRUSTEE IS UNRELATED TO WAGES EARNED AS MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDES WAGES EARNED AS PERFORMERS AS PART OF THE ACTORS' EQUITY ASSOCIATION. |
| FORM 990 PART XII LINE 2C | BOARD OF TRUSTEES VOTES ON AUDITOR AND TO REVIEW AND ACCEPT AUDITOR REPORT |
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