OLD GLOBE THEATRE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OLD GLOBE THEATRE (EIN 95-1543396)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201933019349301723
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T16:33:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951543396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLDG | BusinessNameControlTxt |
| Phone | 6192311941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921122171 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L YEAGER | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6192311941 | PhoneNum |
| Signature | 2019-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-30 | IPDt |
| IP Tm | 21:53:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5AA2B9289D373ED9AECE1682C470BAAD2873C4EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OLD GLOBE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE L YEAGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921122171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,848,759 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEOLDGLOBE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE TONY AWARD-WINNING OLD GLOBE THEATRE IS THE SIXTH LARGEST REGIONAL THEATRE IN THE COUNTRY AND SAN DIEGO'S FLAGSHIP PERFORMING ARTS INSTITUTION SINCE 1937, WHEN A POPULAR VENUE FOR SHAKESPEARE'S WORK AT THE 1935-36 CALIFORNIA PACIFIC INTERNATIONAL EXPOSITION IN BALBOA PARK WAS ESTABLISHED AS A PERMANENT OPERATION. TODAY, THE OLD GLOBE PRODUCES A YEAR-ROUND SEASON OF 15 OR MORE PLAYS AND MUSICALS, INCLUDING WORLD PREMIERES, MODERN CLASSICS, NEW MUSICALS, BROADWAY-BOUND PRODUCTIONS AND THE HIGHLY-REGARDED SUMMER SHAKESPEARE FESTIVAL. IN ADDITION TO THE ARTISTIC PROGRAMMING ON ITS THREE STAGES, WITH AUDIENCE CAPACITIES OF 600/600/250, THE GLOBE OFFERS A WIDE RANGE OF ARTS ENGAGEMENT AND HUMANITIES PROGRAMS THAT CONTRIBUTE TO THE GROWTH AND EDUCATION OF AUDIENCES AND THE COMMUNITY AT LARGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 772 | TotalEmployeeCnt |
| Total Volunteers | 3317 | TotalVolunteersCnt |
| Total Gross UBI | -$62,218 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$62,218 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,075,651 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,761,167 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,640,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,945,723 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,285 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $123,790 | PYOtherRevenueAmt |
| CY Other Revenue | $125,044 | CYOtherRevenueAmt |
| PY Total Revenue | $23,993,399 | PYTotalRevenueAmt |
| CY Total Revenue | $25,942,144 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $112,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $123,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,730,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,521,787 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,132,492 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,553,224 | PYOtherExpensesAmt |
| CY Other Expenses | $11,582,167 | CYOtherExpensesAmt |
| PY Total Expenses | $25,396,536 | PYTotalExpensesAmt |
| CY Total Expenses | $28,227,354 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,403,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,285,210 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,646,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,244,548 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,499,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,014,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,147,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,229,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE OLD GLOBE IS TO PRESERVE, STRENGTHEN AND ADVANCE AMERICAN THEATRE BY: CREATING THEATRICAL EXPERIENCES OF THE HIGHEST PROFESSIONAL STANDARDS; PRODUCING AND PRESENTING WORKS OF EXCEPTIONAL MERIT, DESIGNED TO REACH CURRENT AND FUTURE AUDIENCES; ENSURING DIVERSITY AND BALANCE IN PROGRAMMING; PROVIDING AN ENVIRONMENT FOR THE GROWTH AND EDUCATION OF THEATRE PROFESSIONALS, AUDIENCES AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,616,827 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,014,871 | RevenueAmt |
| Desc | THE OLD GLOBE IS AT THE FOREFRONT OF THE NATION'S THEATRICAL PERFORMING ARTS ORGANIZATIONS, SETTING A STANDARD FOR EXCELLENCE IN AMERICAN THEATER BY PRODUCING 16 OR MORE HIGH-QUALITY PROFESSIONAL PRODUCTIONS YEAR-ROUND: INCLUDING WORLD PREMIERES, MODERN CLASSICS, NEW MUSICALS, BROADWAY-BOUND PRODUCTIONS, AND AN OUTDOOR SUMMER SHAKESPEARE FESTIVAL. IN 2018, THE GLOBE PRODUCED A TOTAL OF 16 THEATRICAL PRODUCTIONS, WITH 589 PUBLIC PERFORMANCES THAT PLAYED TO AN AUDIENCE OF 222,490, INCLUDING 205,083 PAID TICKETS AND 17,407 FREE ADMISSIONS, PRIMARILY DISTRIBUTED THROUGH NONPROFIT COMMUNITY ORGANIZATIONS. SEASON HIGHLIGHTS INCLUDED FIVE WORLD PREMIERES, INCLUDING "THE HEART OF ROCK & ROLL" INSPIRED BY SONGS OF HUEY LEWIS, AND "CLINT BLACK'S LOOKING FOR CHRISTMAS," AS WELL AS UNCLE VINYA, THE TEMPEST, AMERICAN MARIACHI, AND A THOUSAND SPLENDID SUNS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,400 | ExpenseAmt |
| Grant | $123,400 | GrantAmt |
| Desc | IN THE PAST 7 YEARS, THE OLD GLOBE HAS EXPANDED THE REACH AND SCOPE OF ITS ARTS ENGAGEMENT PROGRAMS IN PURSUIT OF THE GOAL OF BETTER SERVING THE PUBLIC GOOD. THIS IMPACT OF THIS WORK HAS DEEPLY TRANSFORMED THE GLOBE AND THE GLOBE'S RELATIONSHIPS WITH THE COMMUNITY, LEADING TO THE COMMON PERCEPTION THAT THE GLOBE IS A NATIONALLY LEADING THEATRE IN SERVING THE DEPTH AND BREADTH OF MANY CONSTITUENCIES.IN 2018, THE OLD GLOBE OFFERED 20 ARTS ENGAGEMENT, HUMANITIES OR EDUCATION PROGRAMS WHICH SERVED NEARLY 40,000 STUDENTS AND ADULTS FROM SAN DIEGO OR IMPERIAL COUNTIES. THE GLOBE'S STUDENT MATINEE PROGRAM, WHICH OFFERS FREE ADMISSION TO ALL, PROVIDED 11 DAYTIME PERFORMANCES OF REGULAR SEASON PRODUCTIONS WITH A TOTAL ATTENDANCE OF 4,527 STUDENTS AND TEACHERS. THE 21ST ANNUAL PRODUCTION OF "DR. SEUSS'S HOW THE GRINCH STOLE CHRISTMAS!" INCLUDED FOUR FREE STUDENT MATINEES, AS WELL AS A SPECIAL "SENSORY-FRIENDLY" MATINEE FOR CHILDREN AND ADULTS ON THE AUTISM SPECTRUM OR THOSE WITH SPECIAL NEEDS AND THEIR FAMILIES. A SENSORY-FRIENDLY MATINEE OF "DR. SEUSS'S THE LORAX" WAS A SPECIAL ADDITION TO THE ROSTER FOR THE SEASON. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,740,227 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 269 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 772 | 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 | 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 | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L YEAGER | PersonNm |
| Phone | 6192311941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1363 OLD GLOBE WAY | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANN DAVIES | |||||||
| BOARD VICE CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN STECK | |||||||
| BOARD MEMBER (THRU 7/18) | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY S THORNLEY | |||||||
| BOARD TREASURER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DAPHNE H JAMESON | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JAY OHANINAN | |||||||
| BOARD MEMBER (AS OF 2/18) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN H THOMPSON | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA TURNER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L COHN | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE BENNETT DARWIN | |||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLISE COIT | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN MACK TRUITT | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN OLSON LAMDEN | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE S DAVIS | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD W FUSON JR | |||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK GALLOWAY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE LEWIS | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN SHEKHTER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JO ANN KILTY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JORDINE VON WANTOCH | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JULES ARTHUR | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN L SEDGWICK | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN TANZ | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KARIN WINNER | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVEN LIPPERT | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM NEAPOLE | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE WHEELER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DELFINO | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH ADDERLEY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL TAYLOR | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MUFFY WALKER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE A CLAY | |||||||
| BOARD CHAIR | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| NOELLE NORTON PHD | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM WAGNER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA A FARR | |||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA A HODGKIN | |||||||
| BOARD MEMBER (THRU 2/18) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA POWERS | |||||||
| BOARD SECRETARY | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER J COOPER | |||||||
| BOARD VICE CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| R MORGAN BUSALACCHI | |||||||
| BOARD MEMBER (THRU 7/18) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE WAILES | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RHONA THOMPSON | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ESGATE | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT FOXWORTH | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $10,600 | $0 | $0 | ||
| RUBEN ISLAS | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA REDMAN | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT W SCHMID | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN T ANTHONY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA LIPINSKY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL WHITE | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SILVIJA DEVINE | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE R BULGER PHD | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN P EMBRY | |||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J STUCKEY | |||||||
| BOARD MEMBER (THRU 6/18) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE SANDERSON | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ATKINSON | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MELODY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI L ZEIGER | |||||||
| IMMEDIATE PAST CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY ALLISON | |||||||
| GENERAL MANAGER | 40.00 | $116,445 | $0 | $13,767 | Yes (X) | ||
| BARRY EDELSTEIN | |||||||
| ARTISTIC DIRECTOR | 40.00 | $385,387 | $0 | $35,229 | Yes (X) | ||
| DAVID HENSON | |||||||
| DIRECTOR OF MARKETING | 40.00 | $171,190 | $0 | $5,190 | Yes (X) | ||
| MARK SOMERS | |||||||
| DIRECTOR OF FINANCE (THRU 4/18) | 40.00 | $50,368 | $0 | $5,523 | Yes (X) | ||
| MICHELLE YEAGER | |||||||
| DIRECTOR OF FINANCE | 40.00 | $113,220 | $0 | $5,803 | Yes (X) | ||
| ROBERT DRAKE | |||||||
| DIRECTOR OF PRODUCTION | 40.00 | $141,824 | $0 | $14,911 | Yes (X) | ||
| TIMOTHY SHIELDS | |||||||
| MANAGING DIRECTOR | 40.00 | $288,714 | $0 | $24,154 | Yes (X) | ||
| BENJAMIN THORON | |||||||
| PRODUCTION MANAGER | 40.00 | $114,049 | $0 | $12,308 | Yes (X) | ||
| DEAN YAGER | |||||||
| IT DIRECTOR | 40.00 | $109,729 | $0 | $13,931 | Yes (X) | ||
| LLEWELLYN CRAIN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $190,265 | $0 | $32,600 | Yes (X) | ||
| RYAN OSBORN | |||||||
| MASTER ELECTRICIAN | 40.00 | $111,874 | $0 | $216 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,803,665 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,334,299 | FundraisingAmt |
| Related Organizations | $214,866 | RelatedOrganizationsAmt |
| Government Grants | $586,640 | GovernmentGrantsAmt |
| All Other Contributions | $6,625,362 | AllOtherContributionsAmt |
| Noncash Contributions | $345,321 | NoncashContributionsAmt |
| Total Contributions | $8,761,167 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $14,614,306 | $14,614,306 |
| ENHANCEMENT REVENUE | 900099 | $2,056,656 | $2,056,656 |
| OTHER REVENUE | 900099 | $223,499 | $223,499 |
| EDUCATIONAL PROGRAMS | 611600 | $51,262 | $51,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,945,723 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,210 | TotalRevenueColumnAmt |
| Exclusion | $110,210 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,697 | TotalRevenueColumnAmt |
| Exclusion | $71,697 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $10,898 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $101,408 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$101,408 | RealAmt |
| Personal | $10,898 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$90,510 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$62,218 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$28,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,765 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,334,299 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $421,382 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$399,617 | TotalRevenueColumnAmt |
| Exclusion | -$399,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $927,299 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $383,825 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,148 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $474,326 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,942,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,014,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$62,218 | UnrelatedBusinessRevenueAmt |
| Exclusion | $228,324 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,400 | TotalAmt |
| Program Services | $123,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,327 | TotalAmt |
| Program Services | $625,528 | ProgramServicesAmt |
| Management And General | $514,749 | ManagementAndGeneralAmt |
| Fundraising | $242,050 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,120,179 | TotalAmt |
| Program Services | $10,179,379 | ProgramServicesAmt |
| Management And General | $875,778 | ManagementAndGeneralAmt |
| Fundraising | $1,065,022 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,205 | TotalAmt |
| Program Services | $647,454 | ProgramServicesAmt |
| Management And General | $19,136 | ManagementAndGeneralAmt |
| Fundraising | $20,615 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148,785 | TotalAmt |
| Program Services | $1,014,290 | ProgramServicesAmt |
| Management And General | $74,074 | ManagementAndGeneralAmt |
| Fundraising | $60,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,291 | TotalAmt |
| Program Services | $992,879 | ProgramServicesAmt |
| Management And General | $100,036 | ManagementAndGeneralAmt |
| Fundraising | $90,376 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,051 | TotalAmt |
| Program Services | $19,857 | ProgramServicesAmt |
| Management And General | $16,194 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,656 | TotalAmt |
| Management And General | $206,656 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,774 | TotalAmt |
| Program Services | $1,398,709 | ProgramServicesAmt |
| Management And General | $60,525 | ManagementAndGeneralAmt |
| Fundraising | $11,540 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,351 | TotalAmt |
| Program Services | $771,675 | ProgramServicesAmt |
| Management And General | $836 | ManagementAndGeneralAmt |
| Fundraising | $840 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,464 | TotalAmt |
| Program Services | $453,575 | ProgramServicesAmt |
| Management And General | $51,028 | ManagementAndGeneralAmt |
| Fundraising | $46,861 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,226 | TotalAmt |
| Program Services | $15,170 | ProgramServicesAmt |
| Management And General | $279,056 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,249 | TotalAmt |
| Program Services | $732,249 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,192 | TotalAmt |
| Program Services | $453,868 | ProgramServicesAmt |
| Management And General | $76,324 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,859 | TotalAmt |
| Program Services | $347,176 | ProgramServicesAmt |
| Management And General | $18,008 | ManagementAndGeneralAmt |
| Fundraising | $6,675 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,546 | TotalAmt |
| Program Services | $7,424 | ProgramServicesAmt |
| Management And General | $13,726 | ManagementAndGeneralAmt |
| Fundraising | $4,396 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388 | TotalAmt |
| Program Services | $388 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,585 | TotalAmt |
| Program Services | $1,290,019 | ProgramServicesAmt |
| Management And General | $301,566 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,949 | TotalAmt |
| Program Services | $620,569 | ProgramServicesAmt |
| Management And General | $141,063 | ManagementAndGeneralAmt |
| Fundraising | $14,317 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HOUSING, SETS, PROPS, C | $1,117,186 | $1,117,186 | ||
| ELECTRICS | $498,226 | $498,226 | ||
| BANK CHARGES | $440,280 | $438,043 | $2,237 | |
| MAINTENANCE | $268,024 | $219,497 | $48,527 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,161 | TotalAmt |
| Program Services | $1,211,709 | ProgramServicesAmt |
| Management And General | $119,310 | ManagementAndGeneralAmt |
| Fundraising | $567,142 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,227,354 | TotalAmt |
| Program Services | $22,740,227 | ProgramServicesAmt |
| Management And General | $3,354,635 | ManagementAndGeneralAmt |
| Fundraising | $2,132,492 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,986 | BOYAmt |
| EOY | $197,086 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,435,927 | BOYAmt |
| EOY | $8,239,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,888 | BOYAmt |
| EOY | $8,648,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,489 | BOYAmt |
| EOY | $451,596 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,587 | BOYAmt |
| EOY | $153,312 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,598 | BOYAmt |
| EOY | $536,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,377,892 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,784,104 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,529,860 | BOYAmt |
| EOY | $23,593,788 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,571 | BOYAmt |
| EOY | $564,306 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,495 | BOYAmt |
| EOY | $858,944 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,646,401 | BOYAmt |
| EOY | $43,244,548 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,014 | BOYAmt |
| EOY | $2,183,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,434,607 | BOYAmt |
| EOY | $4,331,001 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,666,408 | BOYAmt |
| EOY | $2,500,686 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,499,029 | BOYAmt |
| EOY | $9,014,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,664,409 | BOYAmt |
| EOY | $20,221,311 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,650,051 | BOYAmt |
| EOY | $13,470,859 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,832,912 | BOYAmt |
| EOY | $537,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,147,372 | BOYAmt |
| EOY | $34,229,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,646,401 | BOYAmt |
| EOY | $43,244,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,285,210 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$111,990 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,520,353 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,455,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,107,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,416,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,075,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,761,167 | CurrentTaxYearAmt |
| Total | $49,816,188 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,579,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,008,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,858,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,016,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,398,696 | CurrentTaxYearAmt |
| Total | $74,861,484 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,034,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,115,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,275,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,091,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,159,863 | CurrentTaxYearAmt |
| Total | $124,677,672 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,985,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,296,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,186,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,576,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775,934 | CurrentTaxYearAmt |
| Total | $21,819,961 | 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 | $2,985,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,296,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,186,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,576,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775,934 | CurrentTaxYearAmt |
| Total | $21,819,961 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $102,857,711 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,805 | CurrentTaxYearAmt |
| Total | $1,108,254 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,696 | CurrentTaxYearMinus2YearsAmt |
| Total | $52,845 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $292,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,805 | CurrentTaxYearAmt |
| Total | $1,161,099 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $364,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $474,326 | CurrentTaxYearAmt |
| Total | $1,259,866 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,183,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,394,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,932,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,761,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,826,994 | CurrentTaxYearAmt |
| Total | $127,098,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81620 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00860 | 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 | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 364,547. 2017 AMOUNT: $ 420,993. 2018 AMOUNT: $ 474,326. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $641,228 | BeginningYearBalanceAmt |
| Contributions | $100,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,634 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $705,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $572,448 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $68,780 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $641,228 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $438,797 | BeginningYearBalanceAmt |
| Contributions | $93,416 | ContributionsAmt |
| Investment Earnings Or Losses | $40,235 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $572,448 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,429 | BeginningYearBalanceAmt |
| Contributions | $2,960 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,592 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $438,797 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,386 | BeginningYearBalanceAmt |
| Contributions | $10,450 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,407 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $446,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.76620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,426,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,601,132 | DepreciationAmt |
| Book Value | $2,825,041 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,245,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,543,045 | DepreciationAmt |
| Book Value | $17,702,949 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,955,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,639,927 | DepreciationAmt |
| Book Value | $1,315,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,593,788 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,640,418 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$111,990 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $272,937 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,537,327 | OtherRevenueAmt |
| Revenue Not Reported | $2,698,274 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,942,144 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,942,144 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,406,906 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $272,937 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $906,615 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,179,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,227,354 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,227,354 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION CONTINUES RAISING FUNDS DIRECTLY FOR THE ENDOWMENT WITH THE INTENT THAT A 5% ANNUAL DRAW WILL COVER THE STRUCTURAL DEFICIT BETWEEN EARNED/CONTRIBUTED REVENUE AND EXPENSE NEEDED TO FULFILL ITS MISSION. |
| PART X, LINE 2: | THE OLD GLOBE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE OLD GLOBE MAY BE SUBJECT TO FEDERAL OR STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2018 AND 2017, NO PROVISION FOR SUCH TAXES IS REQUIRED. THE OLD GLOBE HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2018 AND 2017. THE OLD GLOBE FILES AN EXEMPT ORGANIZATION RETURN IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 421,382. COST OF GOODS SOLD 383,825. CONSOLIDATED ENDOWMENT REVENUE 1,891,192. RENTAL EXPENSE RECLASS 101,408. CONSOLIDATED ELIMINATION ENTRY -260,480. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 421,382. COST OF GOODS SOLD 383,825. CONSOLIDATED ENDOWMENT EXPENSES 260,480. RENTAL EXPENSE RECLASS 101,408. CONSOLIDATED ELIMINATION ENTRY -260,480. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,356,064 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,334,299 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,765 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $421,382 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,356,064 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,334,299 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,765 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $421,382 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $421,382 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$399,617 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | UNIVERSITY OF CALIFORNIA, SAN DIEGO, MASTERS OF ARTS PROGRAM | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $123,400 | CashGrantAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS/STIPENDS ARE GIVEN TO GRADUATE STUDENTS IN AN MFA PROGRAM RUN JOINTLY BY THE UNIVERSITY OF SAN DIEGO AND OLD GLOBE THEATRE. THE STIPENDS' PURPOSE FOR MFA STUDENTS IS TO COVER A SMALL PORTION OF MONTHLY LIVING EXPENSES OVER A TWO YEAR COURSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY EDELSTEIN | ||||||||||||||
| ARTISTIC DIRECTOR | $385,387 | $0 | $0 | $0 | $0 | $0 | $7,269 | $0 | $27,960 | $0 | $420,616 | $0 | $0 | $0 |
| DAVID HENSON | ||||||||||||||
| DIRECTOR OF MARKETING | $171,190 | $0 | $0 | $0 | $0 | $0 | $5,136 | $0 | $54 | $0 | $176,380 | $0 | $0 | $0 |
| ROBERT DRAKE | ||||||||||||||
| DIRECTOR OF PRODUCTION | $141,824 | $0 | $0 | $0 | $0 | $0 | $4,326 | $0 | $10,585 | $0 | $156,735 | $0 | $0 | $0 |
| TIMOTHY SHIELDS | ||||||||||||||
| MANAGING DIRECTOR | $288,714 | $0 | $0 | $0 | $0 | $0 | $1,338 | $0 | $22,816 | $0 | $312,868 | $0 | $0 | $0 |
| LLEWELLYN CRAIN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $190,265 | $0 | $0 | $0 | $0 | $0 | $6,102 | $0 | $26,498 | $0 | $222,865 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 951543396 | BondIssuerEIN |
| Bond Issued | 2010-08-12 | BondIssuedDt |
| Issue Price | $3,802,430 | IssuePriceAmt |
| Purpose | REPAYMENT OF EXISTING NOTES PAYABLE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $3,802,430 | TotalProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $35,679 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED VALUE OF COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $210,893 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD AND BEVERAGE | 3 | $61,769 | COST |
| Yes (X) | TABLE GIFTS FOR EVENTS | 1 | $20,000 | QUOTED VALUE OF COST |
| Yes (X) | A/C UNITS | 2 | $10,000 | COST |
| Yes (X) | OTHER | 5 | $6,980 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP, WHICH DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. SIGNIFICANT DECISIONS ARE MADE BY THE BOARD. NO ONE RECEIVES A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP WHO HAVE THE RIGHT TO ELECT OFFICERS AS PROPOSED TO THEM BY THE NOMINATING COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | DIRECTOR OF FINANCE (CORPORATE OFFICER) AND TAX PREPARER COMPLETE 990, WHICH IS REVIEWED BY THE MANAGING DIRECTOR. AFTER MANAGEMENT'S APPROVAL OF THE 990, EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED ACCESS TO THE PUBLIC DISCLOSURE COPY OF THE 990 PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE OLD GLOBE IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF A CONFLICT ARISES, THAT BOARD MEMBER CAN NOT VOTE ON THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CONTRACTS FOR THE ARTISTIC AND MANAGING DIRECTORS ARE NEGOTIATED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEIR PROCESS INCLUDES A PERSONNEL APPRAISAL , CONSIDERATION OF THE THEATRE COMMUNICATIONS GROUP SALARY SURVEY AS WELL AS PEER DISCUSSION WITH BOARDS OF OTHER MAJOR PERFORMING ARTS INSTITUTIONS. THE MOST RECENT CONTRACT FOR THE MANAGING DIRECTOR COVERS 10/17/17-12/31/20. THE MOST RECENT CONTRACT FOR THE ARTISTIC DIRECTOR COVERS 1/1/16-12/31/20. A WRITTEN SUBSTANTIATION IS HELD IN THE FILES OF THE ORGANIZATION'S INDEPENDENT ATTORNEY. THE SALARY OF THE DIRECTOR OF FINANCE IS APPROVED BY THE EXECUTIVE COMMITTEE. THE MANAGING DIRECTOR USES THE ORGANIZATION'S FORMAL APPRAISAL PROCESS, ON-GOING EVALUATIONS, AND COMPARABILITY INFORMATION FROM THE ANNUAL THEATRE COMMUNICATIONS GROUP SALARY SURVEY FOR EACH CORPORATE OFFICER AND/OR KEY EMPLOYEE. POSITIONS INCLUDE DIRECTOR OF ADMINISTRATION, DIRECTOR OF PRODUCTION, DIRECTOR OF ARTS ENGAGEMENT, DIRECTOR OF DEVELOPMENT, DIRECTOR OF HUMAN RESOURCES, DIRECTOR OF MARKETING, AND DIRECTOR OF FINANCE. THIS ANNUAL PROCESS HAS BEEN IN PLACE SINCE YEAR-BEGINNING 2004. CONTEMPORANEOUS SUBSTANTIATION IS A FINAL NEW SALARIES DOCUMENT WHICH IS SIGNED BY THE MANAGING DIRECTOR AND DIRECTOR OF HUMAN RESOURCES, THEN FORWARDED TO HUMAN RESOURCES AND PAYROLL FOR IMPLEMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PLEDGE RECEIVABLE - INTERCOMPANY ADJUSTMENT -6,520,353. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921122171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336125358 | EIN |
| Primary Activities | 509(A)(3) SUPPORT ORGANIZATION OF OLD GLOBE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT FROM OLD GLOBE ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $214,866 | InvolvedAmt |
| Method Of Amount Determination | BOARD APPROVED | MethodOfAmountDeterminationTxt |
Comments