2018-11-14T17:17:41-06:00 2017-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DRIVE SUITE 1300 SAN DIEGO CA 92121 990 2017-01-01 951543396 OLD GLOBE THEATRE OLDG 6192311941 PO BOX 122171 SAN DIEGO CA 921122171 MICHELLE L YEAGER DIRECTOR OF FINANCE 6192311941 2018-11-09 1 PATRICIA J MAYER P00188643 8586271400 12.129.7.100 2018-11-09 19:23:36 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5AA2B9289D373ED9AECE1682C470BAAD2873C4EE 2017 2019-02-21 02:37:17Z THE OLD GLOBE MICHELLE L YEAGER PO BOX 122171 SAN DIEGO CA 921122171 24823152 0 X WWW.THEOLDGLOBE.ORG X 1937 CA 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 COMPANY. 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 THEATRE PROFESSIONALS, AUDIENCES AND THE COMMUNITY AT LARGE. 47 47 653 3038 -24014 -25659 13351868 10075651 14495718 13640673 170637 153285 234721 123790 28252944 23993399 71450 112800 0 0 14307058 14730512 0 0 2027431 10849437 10553224 25227945 25396536 3024999 -1403137 52747446 50646401 8143933 7499029 44603513 43147372 X 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. 0 0 20268986 0 13698310 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 15 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 2017, THE GLOBE PRODUCED A TOTAL OF 15 THEATRICAL PRODUCTIONS, WITH 581 PUBLIC PERFORMANCES IN BALBOA PARK THAT PLAYED TO AN AUDIENCE OF 210,269, INCLUDING 190,772 PAID TICKETS AND 19,497 FREE ADMISSIONS, PRIMARILY DISTRIBUTED THROUGH NONPROFIT COMMUNITY ORGANIZATIONS. SEASON HIGHLIGHTS INCLUDED STEVE MARTIN'S COMEDY HIT "PICASSO AT THE LAPIN AGILE," DIRECTED BY THE GLOBE'S ERNA FINCI VITERBI ARTISTIC DIRECTOR BARRY EDELSTEIN; THE WORLD PREMIERE PRODUCTION OF NICK GANDIELLO'S "THE BLAMELESS,: WHICH WAS FIRST SEEN AT A READING AT THE GLOBE'S 2016 POWERS NOW VOICES FESTIVAL; AND THE WEST COAST PREMIERE OF PIG PEN THEATRE CO.'S "THE OLD MAN AND THE OLD MOON." 112800 112800 0 IN 2017, THE OLD GLOBE OFFERED 24 ARTS ENGAGEMENT, HUMANITIES, AND EDUCATION PROGRAMS SERVING 37,300 STUDENTS AND ADULTS THROUGHOUT SAN DIEGO COUNTY. THE FREE STUDENT MATINEE PROGRAM PROVIDED 14 FREE DAYTIME PERFORMANCES OF REGULAR SEASON PRODUCTIONS, WITH TOTAL ATTENDANCE OF 5,609 STUDENTS AND THEIR TEACHERS. THE 20TH ANNUAL PRODUCTION OF DR. SEUSS' HOW THE GRINCH STOLE CHRISTMAS! INCLUDED FOUR OF THE FREE STUDENT MATINEES; A SENSORY-FRIENDLY PERFORMANCE FOR CHILDREN AND ADULTS ON THE AUTISM SPECTRUM AND THEIR FAMILIES, AS WELL AS OTHER FAMILIES WITH SPECIAL NEEDS. IN 2017, THE FOURTH ANNUAL GLOBE FOR ALL TOUR BROUGHT FREE PERFORMANCES OF SHAKESPEARE'S "TWELFTH NIGHT," DIRECTED BY JERRY RUIZ, REACHING MORE THAN 1,977 AUDIENCE MEMBERS TO 18 VENUES THROUGHOUT THE SAN DIEGO REGION FOLLOWED BY TWO ADDITIONAL LOW-COST PERFORMANCES AT THE OLD GLOBE. COMMUNITY PARTNERS THAT HOSTED TOUR PERFORMANCES AND RECEIVED ADDITIONAL PROGRAMS FOR THEIR CONSTITUENTS INCLUDED: HOMELESS SHELTERS (FATHER JOES VILLAGES AND VETERANS VILLAGE OF SAN DIEGO), MILITARY INSTALLATIONS (NAVAL BASE SAN DIEGO AND CAMP PENDLETON), A SENIOR CENTER (FOURTH DISTRICT SENIOR RESOURCE CENTER), A COMMUNITY RESOURCE CENTER FOR LOW-INCOME FAMILIES (SOUTH BAY COMMUNITY SERVICES/CHULA VISTA PROMISE NEIGHBORHOOD), A PUBLIC LIBRARY (CITY HEIGHTS/WEINGART LIBRARY & PERFORMANCE CENTER), AN AGENCY SERVING REFUGEED (CHALDEAN AND MIDDLE-EASTERN SOCIAL SERVICES), AND CORRECTIONAL FACILITIES (LAS COLINAS DETENTION AND REHABILITATION CENTER AND CENTINELA STATE PRISON). IN SPRING 2017, A GLOBE FOR ALL TOUR OF DOMINIQUE MORISSEAU'S "SKELETON CREW" BROUGHT THIS MAINSTAGE PRODUCTION TO THREE UNDER-REPRESENTED COMMUNITIES REACHING OVER 205 AUDIENCE MEMBERS ACROSS SAN DIEGO COUNTY. 20381786 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 276 0 1 653 1 1 1 0 0 0 0 1 1 0 0 0 0 X 47 47 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X X MICHELLE L YEAGER 6192311941 1363 OLD GLOBE WAY SAN DIEGO CA 92101 ANGELA DECARO BOARD MEMBER (THRU 12/17) 4.00 X 0 0 0 ANN DAVIES BOARD VICE CHAIR 8.00 X 0 0 0 ANN STECK BOARD MEMBER 8.00 X 0 0 0 TIMOTHY SHIELDS MANAGING DIRECTOR 40.00 X 76426 0 35502 ANTHONY S THORNLEY BOARD TREASURER 6.00 X 0 0 0 DAPHNE H JAMESON BOARD MEMBER 4.00 X 0 0 0 DAVID JAY OHANIAN BOARD MEMBER (THRU 11/17) 6.00 X 0 0 0 DEAN H THOMPSON BOARD MEMBER 4.00 X 0 0 0 DEBRA TURNER BOARD MEMBER 4.00 X 0 0 0 DONALD DJ WILKINS BOARD MEMBER (THRU 2/17) 4.00 X 0 0 0 DONALD L COHN BOARD MEMBER 6.00 X 0 0 0 ELAINE BENNETT DARWIN BOARD MEMBER 8.00 X 0 0 0 ELLISE COIT BOARD MEMBER 4.00 X 0 0 0 EVELYN MACK TRUITT BOARD MEMBER 4.00 X 0 0 0 EVELYN OLSON LAMDEN BOARD MEMBER 4.00 X 0 0 0 GEORGE S DAVIS BOARD MEMBER 4.00 X 0 0 0 GLORIA RASMUSSEN BOARD MEMBER (THRU 1/17) 4.00 X 0 0 0 HAROLD W FUSON JR BOARD MEMBER 8.00 X 0 0 0 JACK GALLOWAY BOARD MEMBER 4.00 X 0 0 0 JEAN SHEKHTER BOARD MEMBER 4.00 X 0 0 0 JO ANN KILTY BOARD MEMBER 4.00 X 0 0 0 JORDINE VON WANTOCH BOARD MEMBER 4.00 X 0 0 0 KAREN L SEDGWICK BOARD MEMBER 4.00 X 0 0 0 KAREN TANZ BOARD MEMBER 4.00 X 0 0 0 KARIN WINNER BOARD MEMBER 6.00 X 0 0 0 KATHRYN HATTOX BOARD MEMBER (THRU 4/17) 6.00 X 0 0 0 KEVEN LIPPERT BOARD MEMBER 4.00 X 0 0 0 KIM NEAPOLE BOARD MEMBER 6.00 X 0 0 0 LYNNE WHEELER BOARD MEMBER 4.00 X 0 0 0 MARY BETH ADDERLEY BOARD MEMBER 4.00 X 0 0 0 MICHAEL TAYLOR BOARD MEMBER 6.00 X 0 0 0 NICOLE A CLAY BOARD INCOMING CHAIR 8.00 X 0 0 0 NOELLE NORTON PHD BOARD MEMBER 4.00 X 0 0 0 PAM WAGNER BOARD MEMBER 4.00 X 0 0 0 PAMELA A FARR BOARD MEMBER 8.00 X 0 0 0 PATRICIA A HODGKIN BOARD MEMBER 4.00 X 0 0 0 PAULA POWERS BOARD SECRETARY 8.00 X 0 0 0 PETER J COOPER BOARD VICE CHAIR 8.00 X 0 0 0 R MORGAN BUSALACCHI BOARD MEMBER 4.00 X 0 0 0 RENEE WAILES BOARD MEMBER 4.00 X 0 0 0 RHONA THOMPSON BOARD MEMBER 4.00 X 0 0 0 ROBERT FOXWORTH BOARD MEMBER 4.00 X 0 0 0 SANDRA REDMAN BOARD MEMBER 4.00 X 0 0 0 SHEILA LIPINSKY BOARD MEMBER 4.00 X 0 0 0 SHERYL WHITE BOARD MEMBER 6.00 X 0 0 0 SILVIJA DEVINE BOARD MEMBER 4.00 X 0 0 0 STEPHANIE R BULGAR PHD BOARD MEMBER 4.00 X 0 0 0 STEPHEN P EMBRY BOARD MEMBER 8.00 X 0 0 0 STEVEN J STUCKEY BOARD MEMBER 4.00 X 0 0 0 SUE SANDERSON BOARD MEMBER 6.00 X 0 0 0 TERRY ATKINSON BOARD MEMBER 4.00 X 0 0 0 THOMAS MELODY BOARD MEMBER 4.00 X 0 0 0 VALERIE COOPER BOARD MEMBER (THRU 8/17) 4.00 X 0 0 0 VICKI L ZEIGER BOARD CHAIR 15.00 X 0 0 0 VICTOR P GALVEZ BOARD MEMBER (THRU 2/17) 6.00 X 0 0 0 AMY ALLISON GENERAL MANAGER 40.00 X 121720 0 12917 BARRY EDELSTEIN ARTISTIC DIRECTOR 40.00 X 500000 0 33915 DAVID HENSON DIRECTOR OF MARKETING 40.00 X 172029 0 5215 MARK SOMERS DIRECTOR OF FINANCE 40.00 X 144716 0 15472 ROBERT DRAKE DIRECTOR OF PRODUCTION 40.00 X 143770 0 14328 BENJAMIN THORON PRODUCTION MANAGER 40.00 X 103909 0 11188 DEAN YAGER IT DIRECTOR 40.00 X 105020 0 13128 FREEDOM BRADLEY-BALLENTINE DIRECTOR OF ARTS ENGAGEMENT 40.00 X 100481 0 29465 LLEWELLYN CRAIN DIRECTOR OF DEVELOPMENT 40.00 X 192741 0 24643 1660812 0 195773 10 0 1 0 0 1353007 208808 672488 7841348 530999 10075651 ADMISSIONS 900099 12941115 12941115 ENHANCEMENT REVENUE 900099 631860 631860 OTHER REVENUE 900099 46168 46168 EDUCATIONAL PROGRAMS 611600 21530 21530 13640673 153285 153285 85986 85986 39709 68933 -29224 -29224 -24014 -5210 31377 1353007 442979 -411602 -411602 796471 317841 478630 57637 420993 23993399 13698310 -24014 243452 112800 112800 1276010 602300 503295 170415 10811846 9136150 681367 994329 595200 557431 18576 19193 983244 843087 80937 59220 1064212 895600 86257 82355 41078 31274 9804 153013 153013 1284703 1235315 22713 26675 748755 747649 1006 100 366533 246948 43918 75667 266343 11418 254925 771108 771108 431381 362547 68834 313202 295335 9611 8256 30777 20262 7589 2926 39218 39218 1559532 1263221 296311 683170 521417 148054 13699 HOUSING, SETS, PROPS, C 1039003 1039003 ELECTRICS 429563 429563 BANK CHARGES 412389 403179 9210 MAINTENANCE 361100 306455 54645 1622356 913685 143285 565386 25396536 20381786 2987319 2027431 33263 139986 8327018 7435927 16395196 16071888 269409 191489 116665 137587 651406 708598 46726774 22196914 25496621 24529860 522102 555571 935766 875495 52747446 50646401 1817442 1398014 3475009 3434607 2825776 2666408 25706 0 8143933 7499029 X 8830908 8664409 27571621 25650051 8200984 8832912 44603513 43147372 52747446 50646401 -1403137 -53004 0 X 0 1 X 1 0 X 7273436 7455581 10107038 13416751 10075651 48328457 14479119 14579342 14008920 14858375 14016151 71941907 21752555 22034923 24115958 28275126 24091802 120270364 3570584 2985133 5296018 4186485 4576391 20614611 0 3570584 2985133 5296018 4186485 4576391 20614611 99655753 64605 132291 258307 275871 248980 980054 11614 15977 20172 16696 0 64459 76219 148268 278479 292567 248980 1044513 364547 420993 785540 21828774 22183191 24394437 28932240 24761775 122100417 0.81620 0.83810 0.00860 0.00780 X 572448 68780 641228 438797 93416 40235 572448 446429 2960 -10592 438797 437386 10450 -1407 446429 403242 23885 10259 437386 0.22150 0.00600 0.77250 1 0 1750000 1750000 5413313 981295 4432018 34109968 15762126 18347842 5453493 5453493 0 24529860 X 25388522 -53004 263949 1184178 1395123 23993399 0 23993399 26490238 263949 829753 1093702 25396536 0 25396536 PART V, LINE 4: THE ORGANIZATION CONTINUES RAISING FUNDS DIRECTLY FOR THE ENDOWMENT WITH THE INTENT THAT A 5% MAXIMUM ANNUAL DRAW WILL COVER THE STRUCTURAL DEFICIT OF 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, 2017 AND 2016, NO PROVISION FOR SUCH TAXES IS REQUIRED. THE OLD GLOBE HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2017 AND 2016. 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 442,979. COST OF GOODS SOLD 317,841. CONSOLIDATED ENDOWMENT REVENUE 608,448. RENTAL EXPENSE RECLASS 68,933. CONSOLIDATED ELIMINATION ENTRY -254,023. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 442,979. COST OF GOODS SOLD 317,841. CONSOLIDATED ENDOWMENT EXPENSES 254,023. RENTAL EXPENSE RECLASS 68,933. CONSOLIDATED ELIMINATION ENTRY -254,023. 1 CA GALA 1384384 1353007 31377 442979 1384384 1353007 31377 442979 442979 -411602 1 UNIVERSITY OF CALIFORNIA, SAN DIEGO, MASTERS OF ARTS PROGRAM 21 112800 FAIR MARKET VALUE N/A PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 BARRY EDELSTEIN ARTISTIC DIRECTOR 500000 0 0 0 0 0 8100 0 25815 0 533915 0 0 0 DAVID HENSON DIRECTOR OF MARKETING 172029 0 0 0 0 0 5161 0 54 0 177244 0 0 0 MARK SOMERS DIRECTOR OF FINANCE 144716 0 0 0 0 0 4342 0 11130 0 160188 0 0 0 ROBERT DRAKE DIRECTOR OF PRODUCTION 143770 0 0 0 0 0 4313 0 10015 0 158098 0 0 0 LLEWELLYN CRAIN DIRECTOR OF DEVELOPMENT 192741 0 0 0 0 0 3338 0 21305 0 217384 0 0 0 A OLD GLOBE THEATRE 951543396 2010-08-12 3802430 REPAYMENT OF EXISTING NOTES PAYABLE 0 0 0 A 3802430 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 PART V: SHOULD ANY VIOLATIONS ARE IDENTIFIED, THE ORGANIZATION IS IN THE PROCESS OF FINALIZING WRITTEN POST ISSUANCE BOND PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VCAP PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS AND TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE ISSUE ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. X 35679 QUOTED VALUE OF COST X 9 375759 AVG. PRICE DAY OF TRANSF X FOOD AND BEVERAGE 8 66818 COST X DONATED TABLE GIFTS FOR EVENTS 3 52743 QUOTED VALUE OF COST 0 0 1 0 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 DIRECTLY WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEIR PROCESS INCLUDES A PERSONNEL APPRAISAL, THE THEATRE COMMUNICATIONS GROUP SALARY SURVEY AND 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 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 DEVELOPMENT, 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 GENERAL MANAGER, 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. OLD GLOBE ENDOWMENT TRUST PO BOX 122171 SAN DIEGO CA 921122171 336125358 509(A)(3) SUPPORT ORGANIZATION OF OLD GLOBE CA 501(C)(3) 12A N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 GRANT FROM OLD GLOBE ENDOWMENT C 208808 BOARD APPROVED