2017-01-16T00:00:00-06:00 2016-08-31 570381582 ELLIOTT DAVIS DECOSIMO LLC PLLC 100 CALHOUN STREET SUITE 300 CHARLESTON SC 29401 990 2015-09-01 570660848 SPOLETO FESTIVAL USA INC SPOL 8437222764 14 GEORGE ST CHARLESTON SC 29401 TASHA GANDY DIRECTOR OF FINANCE 8437222764 2017-01-16 1 BRANDON T RENAUD P00743576 8435777040 2015 2021-01-29 14:40:06Z NIGEL REDDEN 14 GEORGE STREET CHARLESTON SC 29401 10388750 0 X WWW.SPOLETOUSA.ORG X 1977 SC THE FESTIVAL'S MISSION IS TO PRESENT PROGRAMS OF THE HIGHEST ARTISTIC CALIBER WHILE MAINTAINING A DEDICATION TO YOUNG ARTISTS, A COMMITMENT TO ALL FORMS OF THE PERFORMING ARTS, A PASSION FOR CONTEMPORARY INNOVATION, AND AN ENTHUSIASM FOR PROVIDING UNUSUAL PERFORMANCE OPPORTUNITIES FOR ESTABLISHED ARTISTS. THIS FOCUS HAS BROUGHT THE FESTIVAL INTERNATIONAL ACCLAIM YEAR AFTER YEAR. CONTRIBUTING TO THE FESTIVAL'S ONGOING SUCCESS IS ITS LOCATION IN CHARLESTON. RECOGNIZED THE WORLD OVER FOR ITS STUNNING NATURAL BEAUTY, IMPRESSIVE ARRAY OF PRESERVED HISTORICAL ARCHITECTURE, AND WEALTH OF CHARMING PERFORMANCE VENUES, CHARLESTON PROVIDES AN INCOMPARABLE SETTING FOR AUDIENCE MEMBERS AND GUEST ARTISTS ALIKE. 44 44 392 455 74175 -83855 5202847 3909035 3039858 4637259 183498 173840 421745 433954 8847948 9154088 0 0 0 0 2624109 3207942 0 0 730667 5431893 6861754 8056002 10069696 791946 -915608 17117060 16963177 1362303 1836406 15754757 15126771 X THE FESTIVAL'S MISSION IS TO PRESENT PROGRAMS OF THE HIGHEST ARTISTIC CALIBER WHILE MAINTAINING A DEDICATION TO YOUNG ARTISTS, A COMMITMENT TO ALL FORMS OF THE PERFORMING ARTS, A PASSION FOR CONTEMPORARY INNOVATION, AND AN ENTHUSIASM FOR PROVIDING UNUSUAL PERFORMANCE OPPORTUNITIES FOR ESTABLISHED ARTISTS. THIS FOCUS HAS BROUGHT THE FESTIVAL INTERNATIONAL ACCLAIM YEAR AFTER YEAR. CONTRIBUTING TO THE FESTIVAL'S ONGOING SUCCESS IS ITS LOCATION IN CHARLESTON. RECOGNIZED THE WORLD OVER FOR ITS STUNNING NATURAL BEAUTY, IMPRESSIVE ARRAY OF PRESERVED HISTORICAL ARCHITECTURE, AND WEALTH OF CHARMING PERFORMANCE VENUES, CHARLESTON PROVIDES AN INCOMPARABLE SETTING FOR AUDIENCE MEMBERS AND GUEST ARTISTS ALIKE. 0 0 7455561 4733117 FOR 17 DAYS AND NIGHTS EACH SPRING, SPOLETO FESTIVAL USA FILLS CHARLESTON, SOUTH CAROLINA'S HISTORIC THEATERS, CHURCHES, AND OUTDOOR SPACES WITH PERFORMANCES BY RENOWNED ARTISTS AS WELL AS EMERGING PERFORMERS IN DANCE, MUSIC, OPERA, AND THEATER. NOW APPROACHING ITS 41ST SEASON, SPOLETO FESTIVAL USA IS INTERNATIONALLY RECOGNIZED AS AMERICA'S PREMIER PERFORMING ARTS FESTIVAL. ANNUALLY, THE FESTIVAL PROVIDES AN APPRENTICE PROGRAM FOR SHORT-TERM INTENSIVE AND EXCITING LEARNING OPPORTUNITIES ABOUT THE WORLD OF PERFORMING ARTS. APPRENTICES ACQUIRE HANDS-ON EXPERIENCE UNDER THE GUIDANCE OF PROFESSIONAL ARTS ADMINISTRATORS AND TECHNICIANS. EACH YEAR THE FESTIVAL DEVELOPS A FESTIVAL ORCHESTRA OF RETURNING AND NEW MUSICIANS. THROUGH NATIONWIDE AUDITIONS, A TALENTED GROUP OF YOUNG PROFESSIONALS AND STUDENTS ARE SELECTED FOR A RESIDENT ENSEMBLE. THE FESTIVAL ORCHESTRA HAS PROVEN TO BE ONE OF THE FINEST OPPORTUNITIES FOR YOUNG MUSICIANS TO GAIN EXTENSIVE PERFORMANCE EXPERIENCE. ALUMNI OF THE SPOLETO FESTIVAL ORCHESTRA CAN BE FOUND IN ALMOST EVERY PROFESSIONAL ORCHESTRA IN THE UNITED STATES AND MANY ABROAD. 7455561 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 200 0 1 392 1 1 1 0 0 0 0 1 1 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X THE ORGANIZATION 8437222764 14 GEORGE STREET CHARLESTON SC 29401 MR M EDWARD SELLERS CHAIRMAN 2.00 X X 0 0 0 MR WILLIAM G MEDICH PRESIDENT 2.00 X X 0 0 0 MR RONALD D ABRAMSON TREASURER 2.00 X X 0 0 0 MR JOHN B HAGERTY GENERAL COUNSEL & SECRETARY 1.00 X X 0 0 0 MR RICHARD J ALMEIDA VICE PRESIDENT 1.00 X X 0 0 0 MRS JENNIE L DESCHERER VICE PRESIDENT 1.00 X X 0 0 0 MRS LOU RENA HAMMOND VICE PRESIDENT 1.00 X X 0 0 0 DR JOHN M PALMS VICE PRESIDENT 1.00 X X 0 0 0 MR W LUCAS SIMONS VICE PRESIDENT 1.00 X X 0 0 0 MR MACK I WHITTLE JR VICE PRESIDENT 1.00 X X 0 0 0 MR LOREN R ZIFF VICE PRESIDENT 1.00 X X 0 0 0 MS ANITA G ZUCKER VICE PRESIDENT 1.00 X X 0 0 0 MRS KATHARINE I BACHMANN DIRECTOR 0.30 X 0 0 0 MS SUSAN L BAKER DIRECTOR 0.30 X 0 0 0 MR ANDREW T BARRETT DIRECTOR 0.30 X 0 0 0 MR HENRY J BLACKFORD III DIRECTOR 0.30 X 0 0 0 MRS TIPPY STERN BRICKMAN DIRECTOR 0.30 X 0 0 0 MRS JOAN S COKER DIRECTOR 0.30 X 0 0 0 MR LEGRAND ELEBASH DIRECTOR 0.30 X 0 0 0 MRS ALICIA MULLEN GREGORY DIRECTOR 0.30 X 0 0 0 MRS PENELOPE C HALL DIRECTOR 0.30 X 0 0 0 MR TIMOTHY W HUGHES DIRECTOR 0.30 X 0 0 0 MR BARRY I KALINSKY DIRECTOR 0.30 X 0 0 0 MRS DEBORAH KENNEDY KENNARD DIRECTOR 0.30 X 0 0 0 DR GEORGE KHOURY DIRECTOR 0.30 X 0 0 0 MS SUSAN PEARLSTINE DIRECTOR 0.30 X 0 0 0 MR JAMES N RICHARDSON JR DIRECTOR 0.30 X 0 0 0 MRS KAYE SCOTT SMITH DIRECTOR 0.30 X 0 0 0 MR PHILLIP D SMITH DIRECTOR 0.30 X 0 0 0 MRS CYNTHIA ANNE SOLOMON DIRECTOR 0.30 X 0 0 0 MS CAROLYN CARTER STARR DIRECTOR 0.30 X 0 0 0 MRS ELIZABETH H SULLIVAN DIRECTOR 0.30 X 0 0 0 MRS CYNTHIA B THOMPSON DIRECTOR 0.30 X 0 0 0 MR PAUL G TRIPPE DIRECTOR 0.30 X 0 0 0 MS ELIZABETH L BATTLE DIRECTOR 0.30 X 0 0 0 MS MELISSA BLANCHARD DIRECTOR 0.30 X 0 0 0 MR JOHN STEELE CHALSTY DIRECTOR 0.30 X 0 0 0 MS REBECCA W DARWIN DIRECTOR 0.30 X 0 0 0 MR GARY T DICAMILLO DIRECTOR 0.30 X 0 0 0 MRS RUTH L EDWARDS DIRECTOR 0.30 X 0 0 0 MRS SUSAN T FRIBERG DIRECTOR 0.30 X 0 0 0 MR OZEY K HORTON JR DIRECTOR 0.30 X 0 0 0 DR MICHAEL S KOGAN DIRECTOR 0.30 X 0 0 0 MS MARIAN M NISBET DIRECTOR 0.30 X 0 0 0 NIGEL REDDEN GENERAL DIRECTOR (EMPLOYEE 40.00 X 253495 0 10435 TASHA GANDY DIRECTOR OF FINANCE (EMPLO 40.00 X 123066 0 5209 JULIA A FORSTER DIRECTOR OF DEVELOPMENT 40.00 X 105277 0 14902 481838 0 30546 3 0 1 0 SHAKESPEARE'S GLOBE THEATRE COMPANY 21 NEW GLOBE WALK BANKSIDE LONDON UK PRODUCTION SERVICES 205000 TECHNICAL THEATER SOLUTIONS LLC PO BOX 21420 CHARLESTON SC 29413 PRODUCTION SERVICES 119282 SCOTTISH NATIONAL BALLET TRAMWAY 25 ALBERT DRIVE GLASGLOW UK PRODUCTION SERVICES 115000 3 333140 3575895 80929 3909035 ADMISSION SALES 711300 4403550 4403550 CO-PRODUCTION FEES 711300 228390 228390 BOX OFFICE HANDLING FE 711300 5319 5319 4637259 173400 173400 220642 5775 262327 0 -41685 5775 -35910 5775 -41685 334761 334321 440 440 440 723360 417754 305606 305606 315718 220260 95458 95458 ADVERTISING 541800 68400 68400 OTHER REVENUE 711300 400 400 68800 9154088 4733117 74175 437761 2703740 1659680 443905 600155 71838 31523 29236 11079 227658 121959 67110 38589 204706 117106 55747 31853 29643 29643 248200 232135 16065 147668 43162 94177 10329 138151 138151 102573 10822 91751 1268872 1185539 67198 16135 54036 54036 523768 523768 132956 132956 PERFORMANCE FFES 2004649 2004649 SETS 495229 495229 GENERAL PRODUCTION 445020 445020 PROPS AND WARDROBE 285094 285094 985895 685492 293941 6462 10069696 7455561 1883468 730667 285761 294997 2963746 2021021 18593 30767 4000 4000 190525 130512 12207297 5632144 7067358 6575153 6268420 7579638 318657 327089 17117060 16963177 167535 131383 83934 99189 1110834 1605834 1362303 1836406 X 5660084 5568055 2154129 1550152 7940544 8008564 15754757 15126771 17117060 16963177 X -915608 279190 8432 X X 0 1 X 1 0 X 3540976 5802088 5074496 5202847 3909035 23529442 62350 9350 8450 8450 8450 97050 3603326 5811438 5082946 5211297 3917485 23626492 923050 22703442 317691 615678 367388 281129 394042 1975928 1184 17915 19099 35939 93859 28784 8859 400 167841 25789360 17565567 0.88030 0.85100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8363079 68020 409837 260000 8580936 8611196 371398 -434515 185000 8363079 6205036 1760189 815971 170000 8611196 4087112 1934073 353851 170000 6205036 3676927 295292 284893 170000 4087112 0.00000 0.93330 0.06670 0 0 4327421 1895726 2431695 6585603 2515591 4070012 1101312 1059747 41565 192961 161080 31881 6575153 X 9787075 279190 125791 270759 675740 9111335 42753 42753 9154088 10415061 125791 262327 388118 10026943 42753 42753 10069696 PART V, LINE 4: THE FESTIVAL'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR VARIOUS PURPOSES, SUCH AS FOR ARTISTIC PROGRAMMING, ARTISTIC LEADERSHIP AND SPECIFIC PROGRAMMING AND FOR AN APPRENTICESHIP PROGRAM. THE ENDOWMENTS INCLUDE ONLY DONOR-RESTRICTED ENDOWMENT FUNDS HELD BY THE FESTIVAL. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) PROVIDES GUIDANCE ON THE FESTIVAL'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE FESTIVAL'S TAX POSITION AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 8,432. RENTAL EXPENSES 262,327. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 262,327. OPENING NIGHT SOIREE 110955 110955 40712 4400 12117 SFUSA ORCHESTRA AUCTION 328966 328966 15125 30729 5500 23152 4 283439 283439 286019 723360 723360 55837 30729 9900 321288 417754 305606 X X X X 0 0 0 0 0 0 0 0 0 NIGEL REDDEN GENERAL DIRECTOR (EMPLOYEE 253495 0 0 0 0 0 0 0 0 0 253495 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS UTILIZES VARIOUS FORMS OF CURRENT SALARY INFORMATION TO DETERMINE THE ANNUAL COMPENSATION FOR THE FESTIVAL'S DIRECTOR. ONCE THIS DATA IS SUMMARIZED, DISCUSSED AND ANALYZED, THE FESTIVAL BOARD'S MANAGEMENT COMMITTEE APPROVES THE ANNUAL COMPENSATION OF THE DIRECTOR. THE LINCOLN CENTER FOR THE PERFORMING ARTS INC GENERAL DIRECTOR OF ORGANIZATION IS ALSO DIR. OF LINCOLN CENTER FESTIVAL 70639 ON FEBRUARY 24, 2015, SPOLETO FESTIVAL USA SIGNED A CO-COMMISSIONING AND CO-PRODUCTION AGREEMENT WITH THE LINCOLN CENTER FOR THE PERFORMING ARTS ("LINCOLN CENTER") TO CO-COMMISSION AND CO-PRODUCE PARADISE INTERRUPTED, AN OPERA. THE OPERA WAS PERFORMED AT LINCOLN CENTER FESTIVAL IN JULY 2016. THE GENERAL DIRECTOR OF SPOLETO FESTIVAL USA IS ALSO THE DIRECTOR OF THE LINCOLN CENTER FESTIVAL. 0 X 8 80929 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 EACH BOARD MEMBER HAS THE OPPORTUNITY TO REVIEW AND COMMENT ON THE ORGANIZATION'S FORM 990 BY POSTING ON A SECURE WEB SITE. ACCESS INFORMATION IS PROVIDED TO THE FULL BOARD VIA EMAIL AND THE BOARD IS GIVEN SEVEN DAYS IN WHICH TO COMMENT PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE IS MONITORED WITH AN ANNUAL QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS AND BONUSES ARE SUBJECT TO APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FESTIVAL'S PUBLIC DISCLOSURE COPY OF FORM 990 IS AVAILABLE FOR INSPECTION AT THE FESTIVAL'S MAIN OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 8,432. FORM 990, PAGE 12, PART XI, LINE 10 THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.