2018-09-10T12:23:57-05:00 2017-10-31 930900579 McDonald Jacobs PC 520 SW Yamhill St Ste 500 Portland OR 97204 990 2016-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5034822111 PO Box 158 ASHLAND OR 975200158 CYnthia rider EXECUTIVE DIRECTOR 5034822111 2018-09-05 1 Sang Ahn P00540880 5032270581 50.204.228.78 2018-09-05 18:50:12 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2016 2018-06-14 16:35:46Z CYNTHIA RIDER PO Box 158 ASHLAND OR 975200158 40190750 0 X WWW.OSFASHLAND.ORG X 1935 OR REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS. 35 35 649 720 160573 0 14455361 13839043 23317690 22757404 38365 38754 1092218 1752319 38903634 38387520 210321 200439 0 0 26105533 28293246 113021 95228 2222053 11944737 12667400 38373612 41256313 530022 -2868793 49997966 48592998 12926554 14413354 37071412 34179644 X INSPIRED BY SHAKESPEARE'S WORK AND THE CULTURAL RICHNESS OF THE UNITED STATES, WE REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, DEEPENED BY THE KALEIDOSCOPE OF ROTATING REPERTORY. 0 0 27220719 22259730 PLAYS: WITH THE LARGEST PROFESSIONAL ACTING COMPANY IN THE UNITED STATES, THE 82 YEAR-OLD OREGON SHAKESPEARE FESTIVAL (OSF) REMAINS ONE OF THE FEW THEATRES IN THE WORLD THAT OFFERS A ROTATING REPERTORY, WHERE THE PLAYBILL CHANGES DAILY, ARTISTS HONE THEIR SKILLS ON VARIED WORKS, AND THE AUDIENCE CAN EXPERIENCE THEIR FAVORITE ACTORS CAST IN WIDELY DIFFERENT ROLES. RECOGNIZED BY TIME MAGAZINE AS ONE OF THE TOP REGIONAL THEATRES IN THE U.S., THE TONY-AWARD WINNING FESTIVAL ANNUALLY PRESENTS 11 SEPARATE PLAYS, RANGING FROM SHAKESPEARE, TO CLASSICS, TO MUSICALS, TO NEW CONTEMPORARY WORKS OVER AN EIGHT AND ONE-HALF MONTH SEASON FROM FEBRUARY TO NOVEMBER. IN 2017, 795 LIVE PERFORMANCES WERE PRESENTED ON ONE OUTDOOR AND TWO INDOOR STAGES BEFORE AN AUDIENCE OF 381,378, WHILE ATTENDANCE AVERAGED 82% OF CAPACITY. 1296882 200439 319195 EDUCATIONAL PROGRAMS: FOR MORE THAN 65 YEARS, OSF HAS DEVELOPED EDUCATION PROGRAMS THAT ARE AN INTEGRAL PART OF THE THEATRE-GOING EXPERIENCE FOR AUDIENCES OF ALL AGES. TODAY, OSF HAS ONE OF THE MOST EXPANSIVE THEATRE EDUCATION PROGRAMS IN THE U.S. IN THE 2017 SCHOOL VISIT PROGRAM, TEAMS OF ACTORS VISITED 115 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOLS, AND COLLEGES AND UNIVERSITIES IN THREE STATES, PROVIDING PERFORMANCES AND INSTRUCTION TO APPROXIMATELY 66,193 STUDENTS. SIXTY-FOUR ON-SITE PREFACES AND 80 LECTURES AND FREE PARK TALKS BETWEEN THE PLAYS PROVIDED INSTRUCTION TO 9,361 STUDENTS, TEACHERS, AND OTHER PATRONS. THERE WERE 15 LIVING IDEAS ART & COMMUNITY DIALOGUE EVENTS SERVING 550 PATRONS. THERE WERE THREE ADULT EDUCATION PROGRAMS WHICH SERVED 88 PATRONS. WORKSHOPS FOR TEACHERS AND STUDENTS, A TWO-WEEK SUMMER SEMINAR FOR HIGH SCHOOL STUDENTS, AND OTHER EDUCATION EVENTS REACHED APPROXIMATELY 29,141 MORE STUDENTS AND ADULTS. THERE WERE 274 BACKSTAGE TOURS ATTENDED BY 12,736 PEOPLE. FAMILY DAY PROLOGUES WERE ATTENDED BY 595 PATRONS, AND 138 PATRONS ATTENDED THE OSF SIGN-INTERPRETED PROLOGUES. 1042784 OSF'S TWO MULTI-YEAR COMMISSIONING PROGRAMS, PLAY ON! (A 3-YEAR; 40-PLAY PROJECT TRANSLATING ALL OF THE PLAYS WITHIN SHAKESPEARE'S CANON INTO MODERN VERSE) AND AMERICAN REVOLUTIONS: A UNITED STATES HISTORY CYCLE (37 PLAYS DEDICATED TO EXPLORING A MOMENT OF CHANGE IN AMERICAN HISTORY), CONTINUED TO FLOURISH IN FY17 WITH OVER 50 READINGS AND WORKSHOPS AT OSF AND THROUGHOUT THE COUNTRY.OSF EXPANDED ITS BIENNIAL LATINX PLAY PROJECT TO INCLUDE TWO PUBLIC READINGS OF OCTAVIO SOLIS' MOTHER ROAD AND CARMEN AGUIRRE'S THE REFUGEE HOTEL IN APRIL AND A GATHERING OF SIX LATINX PLAYWRIGHTS FOR TWO-WEEK RESIDENCY IN AUGUST THAT INVOLVED IN-HOUSE READINGS OF THEIR WORK AND CONVERSATIONS WITH LATINX MEMBERS OF THE OSF COMPANY. OSF'S BLACK SWAN LAB - A 10-WEEK NEW PLAY INCUBATOR - HOSTED READINGS OF 21 PLAYS IN THE EARLY STAGES OF THEIR DEVELOPMENT WITH AN ENSEMBLE OF 13 OSF ACTING COMPANY MEMBERS BETWEEN JULY AND OCTOBER. 29560385 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 1 1 0 0 0 1 364 0 649 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR X X SANDRA WEINGART CFO 5414822111 15 SOUTH PIONEER ST ASHLAND OR 975200158 PETER KOEHLER JR PRESIDENT 5.80 X X 0 0 0 GAIL LOPES VICE-PRESIDENT 2.00 X X 0 0 0 NINA SCHWENK SECRETARY 2.00 X X 0 0 0 SUSAN CAIN TREASURER 2.00 X X 0 0 0 ALEX SUTTON BOARD MEMBER 1.30 X 0 0 0 CARMEN RUBIO BOARD MEMBER 1.30 X 0 0 0 BOB SPELTZ BOARD MEMBER 1.30 X 0 0 0 BRAD EDGERTON BOARD MEMBER 1.30 X 0 0 0 KELLY BULKELEY BOARD MEMBER 1.30 X 0 0 0 LINDA JOYCE HODGE BOARD MEMBER 1.30 X 0 0 0 DANIEL SANTOS BOARD MEMBER 1.30 X 0 0 0 DARLEEN ORTEGA BOARD MEMBER 1.30 X 0 0 0 DAVID GLEN BOARD MEMBER 1.30 X 0 0 0 DIANE YU BOARD MEMBER 1.30 X 0 0 0 DONALD deBRIER BOARD MEMBER 1.30 X 0 0 0 ELAINE SWEET BOARD MEMBER 1.30 X 0 0 0 HAROLD GOLDSTEIN BOARD MEMBER 1.30 X 0 0 0 HARRY ELAM BOARD MEMBER 1.30 X 0 0 0 KEVIN KAHN BOARD MEMBER 1.30 X 0 0 0 JERRY TAYLOR BOARD MEMBER 1.30 X 0 0 0 JOEL AXELROD BOARD MEMBER 1.30 X 0 0 0 KATIE FAREWELL BOARD MEMBER 1.30 X 0 0 0 KEN HITZ BOARD MEMBER 1.30 X 0 0 0 LAURIE GIBBS BOARD MEMBER 1.30 X 0 0 0 LOUISE GUND BOARD MEMBER 1.30 X 0 0 0 MORTON FRIEDKIN BOARD MEMBER 1.30 X 0 0 0 LYNNE CARMICHAEL BOARD MEMBER 1.30 X 0 0 0 PATSY SMULLIN BOARD MEMBER 1.30 X 0 0 0 PAUL WESTBROOK BOARD MEMBER 1.30 X 0 0 0 PERRY SIMON BOARD MEMBER 1.30 X 0 0 0 PRISCILLA WEAVER BOARD MEMBER 1.30 X 0 0 0 SID DEBOER BOARD MEMBER 1.30 X 0 0 0 TONY DRUMMOND BOARD MEMBER 1.30 X 0 0 0 TRINE SORENSEN BOARD MEMBER 1.30 X 0 0 0 YOGEN DALAL BOARD MEMBER 1.30 X 0 0 0 CYNTHIA RIDER EXECUTIVE DIRECTOR 50.00 1.00 X 253176 0 107434 WILLIAM RAUCH ARTISTIC DIRECTOR 50.00 X 320243 0 23834 MALLORY PIERCE DIRECTOR OF MKTG & COMMUNI 45.00 X 143795 0 11560 ALYS HOLDEN DIRECTOR OF PRODUCTION 45.00 X 147093 0 14127 CHRISTOPHER ACEBO ASSOCIATE ARTISTIC DIRECTO 45.00 X 113768 0 6720 978075 0 163675 11 0 1 0 BARRAN LIEBMAN ATTORNEYS 601 SW SECOND AVENUE PORTLAND OR 97204 LEGAL SERVICES 379492 DCM INC 330 WEST 38TH ST STE 207 NEW YORK NY 10018 TELEFUNDRAISING 208569 HR PEOPLEONLINE 902 SPRING PARK CT HIGHLAND VILLAGE TX 75077 HR CONSULTING 166314 3 2185729 309405 11343909 430605 13839043 PLAYS AND OTHER EVENTS 711110 22438209 22259730 178479 EDUCATIONAL PROGRAMS 900099 319195 319195 22757404 39843 39843 64782 54531 10251 10251 -17906 28157 1747610 1748699 -1089 -1089 -1089 INSURANCE RECOVERIES 900099 712500 712500 CONCESSIONS 721000 522335 522335 OTHER INCOME 900099 507233 507233 1742068 38387520 22578925 160573 1808979 200439 200439 738624 317608 369312 51704 21288041 15389831 4878610 1019600 337647 245728 76081 15838 4104506 2829031 1084863 190612 1824428 1302090 433685 88653 229622 229622 77512 77512 95228 95228 1114632 506197 586904 21531 668161 11152 614143 42866 1567357 161225 1164472 241660 292829 14021 278808 1070945 1070945 846422 526798 319624 891047 651252 61956 177839 189714 189714 2069752 1920928 111873 36951 524460 476622 39555 8283 MISCELLLANEOUS 1273709 616783 451157 205769 HOUSING 809434 809434 SETTINGS AND PROPS 421705 421705 COSTUMES 403629 403629 216470 1684967 -1494016 25519 41256313 29560385 9473875 2222053 625756 451569 1420750 857643 8770352 8537314 503364 508577 153031 135389 1458655 1738099 58701132 22484983 35548118 36216149 1517940 148258 49997966 48592998 3547171 5105664 1449913 1379378 1400000 1400000 6529470 6528312 12926554 14413354 X 26328291 27028581 10743121 7151063 37071412 34179644 49997966 48592998 -2868793 -22975 0 X X 0 1 X 1 0 X 14452525 11044425 13623325 14455361 13839043 67414679 1325778 1338554 1360832 1380347 1413733 6819244 15778303 12382979 14984157 15835708 15252776 74233923 5524482 68709441 669077 810641 769050 73119 104624 2426511 160573 160573 357982 371965 438214 485058 1759974 3413193 80234200 112352998 0.85640 0.84500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 39034260 39034260 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 7500 7500 7500 22500 250000 250000 250000 250000 1000000 1500000 35385002 390544 4280752 2185729 83157 37787412 30197721 5325872 1691369 1750369 79591 35385002 32358741 38167 -515653 1592583 90951 30197721 31181405 46914 2598908 1386494 81992 32358741 28262390 48966 4307256 1346594 90613 31181405 0.36040 0.46300 0.17660 0 1 1 3332583 3332583 29763782 8754738 21009044 14999307 5756555 9242752 10241658 7609888 2631770 363802 363802 0 36216149 X Part V, Line 4: THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. Part X, Line 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X X X 1 DCM INC 330 WEST 38TH ST STE 207 NEW YORK NY 10018 TELEFUNDRAISING 0 568012 167460 400552 568012 167460 400552 OR WA CA 1 ASSISTANCE TO HELP INDIVIDUALS PARTICIPATE IN OSF PROGRAMS 266 109112 91327 COST TRAVEL AND HOUSING Part I, Line 2: IN GENERAL, ALL GRANTS AND ASSISTANCE ARE AWARDED FOR THE SOLE PURPOSE OF ASSISTING INDIVIDUALS IN DIRECTLY PARTICIPATING IN OUR EXEMPT PURPOSE PROGRAMS. FOR EXAMPLE, GRANTS ARE AWARDED TO STUDENTS AND TEACHERS TO ATTEND PLAYS AND/OR EDUCATIONAL WORKSHOPS AND TRAINING EVENTS, OR TO INTERNS AND APPRENTICES TO HELP CREATE THE WORK. EDUCATIONAL EVENTS ARE CLOSELY MONITORED BY OUR EDUCATION DEPARTMENT. INTERN AND APPRENTICE PROGRAMS ARE MONITORED BY THE FAIR EXPERIENCE PROGRAM COORDINATOR AND DEPARTMENTAL MANAGERS. X X X X X 0 0 0 0 0 0 0 0 0 CYNTHIA RIDER EXECUTIVE DIRECTOR 253176 0 0 0 0 0 94200 0 13234 0 360610 0 0 0 WILLIAM RAUCH ARTISTIC DIRECTOR 320243 0 0 0 0 0 10600 0 13234 0 344077 0 0 0 MALLORY PIERCE DIRECTOR OF MKTG & COMMUNI 143795 0 0 0 0 0 1797 0 9763 0 155355 0 0 0 ALYS HOLDEN DIRECTOR OF PRODUCTION 147093 0 0 0 0 0 4364 0 9763 0 161220 0 0 0 SID DEBOER BOARD MEMBER BUILDING PURCHASE X 700000 700000 0 1 1 MORT FRIEDKIN BOARD MEMBER BUILDING PURCHASE X 700000 700000 0 1 1 1400000 CHRISTOPHER LIAM MOORE PARTNER OF AN OFFICER 29967 CONTRACTED SERVICES 0 X 68 384378 X FOOD & BEV. 12 35202 PURCHASE PRICE X COSTUME/PROPS 19 8025 THRIFT STORE VALUE X HAIR/MAKEUP SUPPLIES 1 3000 PURCHASE PRICE 0 1 0 Form 990, Part VI, Section A, line 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOUR BOARD OFFICERS AND Seven ADDITIONAL BOARD MEMBERS, ALL APPROVED BY VOTE OF THE ENTIRE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE BRINGS PROPOSALS TO THE ENTIRE BOARD OF DIRECTORS FOR VOTING. THE GOVERNANCE COMMITTEE NOMINATES CANDIDATES FOR ELECTION TO THE BOARD AND NOMINATES BOARD OFFICERS. THE ENTIRE BOARD ELECTS NEW AND CONTINUING BOARD MEMBERS AND BOARD OFFICERS. Form 990, Part VI, Section B, line 11b THE AUDIT COMMITTEE WILL REVIEW THE FORM 990 IN DETAIL BEFORE IT IS FILED. ALL MEMBERS OF THE BOARD WILL RECEIVE COMPLETE COPIES OF FORM 990 BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANYTIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. Form 990, Part VI, Section B, line 15 EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. The Board president, in turn, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. Form 990, Part VI, Section C, line 19 OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OSF SOLUTIONS LLC PO BOX 1120 ASHLAND OR 97520 320279547 PRODUCTION OF THEATRICAL SOFTWARE OR 0 7962 OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND PO BOX 158 ASHLAND OR 97520 936041618 SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. OR 501(C)(3) Line 12a, I OREGON SHAKESPEARE FESTIVAL ASSOCIATION 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 2185729