2019-08-14T11:40:48-05:00 2018-09-30 431001367 BROWN SMITH WALLACE LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2017-10-01 431815139 SHAKESPEARE FESTIVAL ST LOUIS SHAK 3145319800 5715 ELIZABETH AVE ST LOUIS MO 63110 THOMAS RIDGELY EXECUTIVE PRODUCER 3145319800 2019-08-14 1 JENNIFER M VACHA P01251998 3149831200 199.119.121.196 2019-08-14 11:38:38 CD P 734B1E57F555E352A75302B34238782788809807 23003D15A22012BBCE5F891C4A98F5509C30F312 2017 2019-02-21 02:37:17Z THOMAS RIDGELY 5715 ELIZABETH AVE ST LOUIS MO 63110 1834842 0 X WWW.SFSTL.COM X 1998 MO SHAKESPEARE THEATRE: CELEBRATING SHAKESPEARE'S LANGUAGE & ARTISTS HE INSPIRED 25 24 139 400 0 0 1161497 1696911 116223 104216 698 1522 -11880 -25401 1266538 1777248 0 0 0 0 756912 756830 0 0 216750 664966 770782 1421878 1527612 -155340 249636 909254 1293422 127688 262224 781566 1031198 TO PRODUCE PROFESSIONAL SHAKESPEARE THEATRE, CULMINATING IN A FREE PRODUCTION IN FOREST PARK, AND TO CELEBRATE BOTH SHAKESPEARE'S LANGUAGE AND THE ARTISTS HE HAS INSPIRED. 0 0 781452 47913 SHAKESPEARE IN THE PARK: SHAKESPEARE FESTIVAL ST. LOUIS (SFSTLL) PRESENTS SHAKESPEARE AND WORKS INSPIRED BY SHAKESPEARE IN AN EFFORT TO BETTER THE COMMUNITY, FACILITATE A DIVERSE CONVERSTAION AND ENCOURAGE COLLABOURATION ACROSS DISCIPLINES. AS PART OF THE "IN THE PARK" PROGRAMMING, SFSTL PRESENTED ROMEO AND JULIET FROM JUNE 1, 2018 TO JUNE 24, 2018. AN ESTIMATED 40,000 PEOPLE ATTENDED A TOTAL OF 23 FREE PERFORMANCES. 181450 52368 SHAKESPEARE IN THE SCHOOLS: SFSTL BRINGS SHAKESPEARE TO SCHOOL AGE YOUTH. 2 TOURING SHOWS WERE PRESENTED DURING THE FISCAL YEAR 2018: "ROMEO AND JULIET AND "A MOST OUTRAGEOUS FIT OF MADNESS". APPROX. 10,000 STUDENTS ATTENDED 90 PERFORMANCES AND WORKSHOPS. THROUGHOUT THE 17/18 SCHOOL YEAR, 19 STUDENTS RECEIVED PERFORMANCE TRAINING IN THE SHAKESPEARE SQUADRON. THE METRO YOUTH SHAKESPEARE IS A SEMESTER LONG RESIDENCY THAT WORKS WITH STUDENTS AND TEACHERS FROM 10-12 SCHOOLS TO EXPLORE THE SKILLS NEEDED TO ANALYZE, REHEARSE AND PERFORM SHAKESPEARE'S TEXTS. ADDITIONALLY, IN JUNE-JULY 2018, 35 MIDDLE AND HIGH SCHOOL-AGED STUDENTS TOOK PART IN TWO 3 WEEK SUMMER CAMPS. 169009 3935 SHAKESPEARE IN THE STREETS: SFSTL'S 2018 SHAKE 38 EVENT FOUND NEW WAYS TO HONOR THE BARD'S (SHAKESPEARE'S) WORK. A TOTAL OF 34 FREE "SHAKE 38" EVENTS TOOK PLACE OVER FIVE DAYS FROM APRIL 18TH TO THE 22ND, 2018. TWENTY-SIX GROUPS TOTALING 275 PEOPLE PERFORMED ADAPTATIONS OF SHAKESPEARE'S PLAYS FOR AN ESTIMATED AUDIENCE OF 900. "SHAKESPEARE IN THE STREETS: BLOW, WINDS" WAS AN ADAPTATION OF SHAKESPEARE'S KING LEAR PERFORMED JUNE 15-16, 2018. THE FESTIVAL PRESENTED "BLOW, WINDS" ON THE STEPS OF THE LIBRARY'S CENTRAL BRANCH IN DOWNTOWN ST. LOUIS WITH HELP FROM PARTNERS AT THE ST. LOUIS PUBLIC LIBRARY AND THE URBAN LEAGUE OF METROPOLITAN ST. LOUIS. 1131911 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 1 0 0 0 0 0 0 0 0 0 1 43 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X THE ORGANIZATION 3145319800 5715 ELIZABETH AVE ST LOUIS MO 63110 PENNY PENNINGTON CHAIR 4.00 X X 0 0 0 JULIE THOMAS SWARD VICE-CHAIR 5.00 X X 0 0 0 MALVIKA JHANGIANI SECRETARY 5.00 X X 0 0 0 THOMAS E LOWTHER TREASURER 5.00 X X 0 0 0 GRETA K BROWN DIRECTOR 2.00 X 0 0 0 JEAN DANIEL-GENTRY DIRECTOR 2.00 X 0 0 0 ALISON FERRING DIRECTOR 2.00 X 0 0 0 LINDA GOLDSTEIN DIRECTOR 2.00 X 0 0 0 JESSICA L HOLZER DIRECTOR 2.00 X 0 0 0 BRENDAN JOHNSON DIRECTOR 2.00 X 0 0 0 MONT S LEVY DIRECTOR 2.00 X 0 0 0 EDWARD S MACIAS DIRECTOR 2.00 X 0 0 0 MARY MORGAN DIRECTOR 2.00 X 0 0 0 JOHN K NICKEL DIRECTOR 2.00 X 0 0 0 KIKU OBATA DIRECTOR 2.00 X 0 0 0 IAN PATTERSON DIRECTOR 2.00 X 0 0 0 JOHN H RUSSELL DIRECTOR 2.00 X 0 0 0 PETER E SARGENT DIRECTOR 2.00 X 0 0 0 THOMAS F SCHLAFLY DIRECTOR 2.00 X 0 0 0 BEVIS SCHOCK DIRECTOR 2.00 X 0 0 0 LINDA G SEALE DIRECTOR 2.00 X 0 0 0 DR SHERMAN SILBER DIRECTOR 2.00 X 0 0 0 BEVERLY JO SLAUGHTER DIRECTOR (RES. 8/2018) 2.00 X 0 0 0 MARK P TAYLOR DIRECTOR 2.00 X 0 0 0 PAM TRAPP DIRECTOR 2.00 X 0 0 0 MICHAEL WEISBROD DIRECTOR 2.00 X 0 0 0 ANTHONY WILLIAMS DIRECTOR (RES. 3/2018) 2.00 X 0 0 0 THOMAS RIDGELY EFF 52018 EXECUTIVE/ARTISTIC DIRECTOR 40.00 X 0 0 0 JENNIFER WINTZER RES 52018 INTERIM PRODUCING DIRECTOR 40.00 X 63842 0 5079 63842 0 5079 0 0 0 0 0 25000 165710 159531 1346670 1696911 "IN THE SCHOOLS" FEES 611600 52368 52368 "IN THE PARK" SALES 711110 47913 47913 "IN THE STREETS" SHOWS 711110 3935 3935 104216 1522 1522 10350 165710 49751 -39401 -39401 21843 7843 14000 14000 1777248 104216 0 -23879 X 100444 50222 10045 40177 505442 373332 22986 109124 15341 13194 2147 70062 58224 1726 10112 65541 47837 3612 14092 31229 31229 9800 9800 180919 137279 42180 1460 38985 38985 68935 20803 19160 28972 3869 3869 115211 101551 6830 6830 87242 75405 10132 1705 409 409 48249 44679 3570 18594 3060 15534 LIGHTS AND SOUNDS 92006 92006 SETS, PROPS, COSTUMES 75334 75334 1527612 1131911 178951 216750 73512 3049 151115 235393 197248 525284 11189 2394 1966 2944 23954 46518 889353 411513 450270 477840 909254 1293422 124313 258160 3375 4064 127688 262224 X 220229 182525 559496 846832 1841 1841 781566 1031198 909254 1293422 249636 -4 0 X X 0 1 X 1 0 X 1234512 1428830 1274574 1161497 1696911 6796324 1234512 1428830 1274574 1161497 1696911 6796324 935987 5860337 166 158 382 698 1522 2926 0 0 0 0 0 6799250 641061 0.86190 0.91000 X 1841 1841 1841 1841 0 1841 1841 0.00000 1.00000 0.00000 0 0 615647 251608 364039 273706 159905 113801 477840 X 2127698 367680 367680 1760018 17230 17230 1777248 1878062 350450 350450 1527612 0 1527612 PART V, LINE 4: SHAKESPEARE FESTIVAL ST. LOUIS IS WORKING TO DEVELOP AND IMPLEMENT AN ENDOWMENT POLICY FOR PREVIOUS AND FUTURE FUNDS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE ISSUED A DETERMINATION RULING EXEMPTING THE FESTIVAL FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE DOES NOT CONSIDER THE FESTIVAL A PRIVATE FOUNDATION; THEREFORE, INCOME FROM CERTAIN UNRELATED BUSINESS ACTIVITIES NOT DIRECTLY RELATED TO ITS EXEMPT PURPOSE, IF ANY, IS SUBJECT TO INCOME TAX. THE FESTIVAL BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FESTIVAL'S FEDERAL EXEMPT ORGANIZATION BUSINESS RETURN ARE SUBJECT TO EXAMINATION BY THE IRS FOR THE STATUTORY PERIOD. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS - IN-KIND SERVICES NETTED AGAINST REVENUE 17,230. MOONBEAM BALL 176060 165710 10350 4765 29486 2550 12950 176060 165710 10350 4765 29486 2550 12950 49751 -39401 JOHN K NICKEL DIRECTOR 153130 SET CONSTRUCTION AND EQUIPMENT RENTAL PROVIDED BY SWITCH LIBERATE YOUR BRAND FOR FESTIVAL ACTIVITIES 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND ITS SCHEDULES ARE SENT TO THE FINANCE COMMITTEE BEFORE FILING AND THEN TO THE EXECUTIVE COMMITTEE AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW DIRECTORS SIGN CONFLICT OF INTEREST POLICIES AND DISCLOSURES AT THE TIME OF THEIR ELECTION TO THE BOARD. POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT SELECT BOARD MEETINGS AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 WHEN SENIOR STAFF ARE HIRED, MEMBERS OF THE BOARD EXPERIENCED IN STAFF RECRUITING AND RETENTION REVIEW THE COMPENSATION PACKAGE AGAINST THEIR OWN EXPERIENCE IN THE COMMUNITY. THE COMPLETE COMPENSATION PACKAGE IS DISCUSSED AND DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. COMPENSATION FOR THE REST OF THE STAFF IS REVIEWED BY THE EXECUTIVE COOMMITTEE AS PART OF THE YEARLY BUDGET PROCESS, WHICH IS ALSO DOCUMENTED IN THE COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SHAKESPEARE FESTIVAL OFFICES. INTERESTED MEMBERS OF THE PUBLIC CAN COME TO THE ORGANIZATION'S OFFICES AND INSPECT THE DOCUMENTS. THE ORGANIZATION'S 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G DIRECTORS, DESIGNERS, PERFORMERS: PROGRAM SERVICE EXPENSES 119,779. MANAGEMENT AND GENERAL EXPENSES 39,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,459. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 16,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,875. ADMINISTRATIVE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. DEVELOPMENT ASSISTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 400. TOTAL EXPENSES 400. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,060. TOTAL EXPENSES 1,685. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE ORGANIZATION IS RESPONSIBLE FOR APPOINTING A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS FOR THE AUDIT AND OVERSEEING AUDIT PROCEDURES. THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.