HUDSON VALLEY SHAKESPEARE FESTIVAL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY SHAKESPEARE FESTIVAL INC (EIN 13-3499385)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349301437
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T09:05:55-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133499385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON VALLEY SHAKESPEARE FESTIVAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 8458095750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 MAIN STREET | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SHELBY ARDITI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8458095750 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 08:49:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39A6500A14EBDEC7A476CCE4E0A7F613C193113C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBE3753688BC1776818C679406F8E276569BC57D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN SHELBY ARDITI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 MAIN STREET | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,487,039 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HVSHAKESPEARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE HUDSON VALLEY SHAKESPEARE FESTIVAL ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A FRESH CONVERSATION ABOUT WHAT IS ESSENTIAL IN SHAKESPEARE'S PLAYS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 167 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $31,887 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,750 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,222,031 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,341,636 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,552,608 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,438,596 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,226 | CYInvestmentIncomeAmt |
| PY Other Revenue | $84,127 | PYOtherRevenueAmt |
| CY Other Revenue | $99,696 | CYOtherRevenueAmt |
| PY Total Revenue | $2,882,408 | PYTotalRevenueAmt |
| CY Total Revenue | $2,887,154 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,643,906 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,739,603 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $150,656 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,099,224 | PYOtherExpensesAmt |
| CY Other Expenses | $1,217,880 | CYOtherExpensesAmt |
| PY Total Expenses | $2,743,130 | PYTotalExpensesAmt |
| CY Total Expenses | $2,957,483 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $139,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$70,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,514,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,446,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,461,955 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,408,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HUDSON VALLEY SHAKESPEARE FESTIVAL ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A FRESH CONVERSATION ABOUT WHAT IS ESSENTIAL IN SHAKESPEARE'S PLAYS. OUR THEATER LIVES IN THE HERE AND NOW, AT THE INTERSECTION BETWEEN THE VIRTUOSITY OF THE ACTOR, THE IMAGINATION OF THE AUDIENCE, AND THE INSPIRATION OF THE TEXT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,092,883 | ExpenseAmt |
| Revenue | $1,338,741 | RevenueAmt |
| Desc | HVSF MAKES ITS HOME UNDER A SPECIALLY DESIGNED, 540-SEAT, OPEN-AIR TENTTHEATER ON THE GROUNDS OF HISTORIC BOSCOBEL HOUSE AND GARDENS ON THEBANKS OF THE HUDSON RIVER. IN 2016, HVSF PRESENTED FOUR SHOWS INREPERTORY -- SHAKESPEARE'S "AS YOU LIKE IT," "MEASURE FOR MEASURE, AND "MACBETH" AS WELL AS "OUR TOWN" BY THORNTON WILDER AS A PART OF A NEW, MAJOR COMMUNITY ENGAGEMENT INITIATIVE. HVSF ALSO OFFERED A 20-WEEK CONSERVATORY COMPANY ACTING TRAINING PROGRAM FOR SEVEN POST-GRADUATE STUDENTS WHICH INCLUDED THE OPPORTUNITY TO PLAY ROLES IN THE SEASON, DEDICATED COURSES AND TRAINING, AND THE DEVELOPMENT AND PERFORMANCE OF A NEW PRODUCTION CALLED "SO PLEASE YOU." HVSF TOOK "MACBETH AND "SO PLEASE YOU" ON TOUR TO VENUES THROUGHOUT THE HUDSON VALLEY. IN TOTAL, THESE CORE PROGRAMS REACHED OVER 37,000 PEOPLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $299,665 | ExpenseAmt |
| Revenue | $129,313 | RevenueAmt |
| Desc | THIS WAS THE 22ND YEAR OF HVSF'S WELL-ESTABLISHED AND HIGHLY REGARDEDEDUCATION PROGRAM, WHICH REACHED OVER 50,000 STUDENTS IN 50 SCHOOLS INTHE TRI-STATE AREA IN 2016. IT OFFERED A DIVERSE RANGE OF IN-SCHOOLPROGRAMS AND WORKSHOPS, A FULLY-STAGED, 90-MINUTE TOURING PRODUCTION OFSHAKESPEARE'S "A MIDSUMMER NIGHT'S DREAM" FOR MIDDLE AND HIGH SCHOOL STUDENTS, A FULLY-STAGED TOUR OF "THE TEMPEST/ THE SWORD IN THE STONE" FOR ELEMENTARY SCHOOL STUDENTS, AS WELL AS PROFESSIONAL DEVELOPMENT FOR TEACHERS, PRE-PERFORMANCE OUTREACH ACTIVITIES, AND POST-PERFORMANCE TALKBACKS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,467 | ExpenseAmt |
| Revenue | $7,640 | RevenueAmt |
| Desc | HVSF OFFERED A SERIES OF FOUR DEVELOPMENTAL THEATER WORKS DURING THESUMMER SEASON TITLED "HVSF2", INCLUDING A "BAKEOFF" OF EIGHT NEW PLAYS WRITTEN BY LOCAL PLAYWRIGHTS PERFORMED BY PROFESSIONAL ACTORS. ADDITIONALLY, AT HALLOWEEN, HVSF PRESENTED "THE GRAVEDIGGER'S TALE" AN ADAPTATION OF SHAKESPEARE'S "HAMLET" BY THE FOLGER SHAKESPEARE LIBRARY, IN THE BOSCOBEL MANSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,409,015 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 167 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA PATTERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8458095750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 MAIN STREET | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10516 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBIN SHELBY ARDITI | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA JEAN WILSON | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FREDERIC W COOK | ||||||
| SECRETARY | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE G KELLEY | ||||||
| TREASURER | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA KING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE BAKER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH A BARRETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW CHMAR | ||||||
| DIRECTOR THRU MAY 2016 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA CARMODY CUMMING | ||||||
| DIRECTOR THRU FEBRUARY 2016 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI ETTINGER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER HOPKINS | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL KRAMER | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CARL LOEWENSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH C MAHON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NAT PRENTICE | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| VIVIAN SHANNON | ||||||
| DIRECTOR THRU MAY 2016 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERIC RICH | ||||||
| DIRECTOR | 7.00 | Yes (X) | $0 | $0 | $0 | |
| BYRON STINSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR ELLIOT SUMERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD B WHITNEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN VAN OGTROP | ||||||
| DIRECTOR THRU DECEMBER 2016 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ELIZABETH BUNZEL | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KILMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURI WASHINGTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN HOLLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA PATTERSON | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $77,437 | $0 | $9,102 | |
| KATE LIBERMAN | ||||||
| MANAGING DIRECTOR | 60.00 | Yes (X) | $91,853 | $0 | $4,789 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,290 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $313,732 | FundraisingAmt |
| Government Grants | $20,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,007,904 | AllOtherContributionsAmt |
| Noncash Contributions | $52,874 | NoncashContributionsAmt |
| Total Contributions | $1,341,636 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 711190 | $1,302,804 | $1,302,804 |
| TOURING SHOW | 611600 | $48,385 | $48,385 |
| WORKSHOPS | 611600 | $31,940 | $31,940 |
| SUMMER CAMP TUITION | 611600 | $25,643 | $25,643 |
| EDUCATION PROGRAM | 611600 | $17,970 | $17,970 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,854 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,438,596 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,217 | TotalRevenueColumnAmt |
| Exclusion | $12,217 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $437,157 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $442,148 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,991 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,991 | TotalRevenueColumnAmt |
| Exclusion | -$4,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,012 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $313,732 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $86,440 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,428 | TotalRevenueColumnAmt |
| Exclusion | -$48,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $22,299 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,620 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,679 | TotalRevenueColumnAmt |
| Exclusion | $19,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $105,775 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $68,677 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,098 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FACILITIES FEES | 900099 | $47,535 | $47,535 | |
| ADVERTISEMENTS | 541800 | $31,887 | $31,887 | |
| MISCELLANEOUS | 900099 | $11,925 | $11,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,347 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,887,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,475,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,937 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,181 | TotalAmt |
| Program Services | $146,545 | ProgramServicesAmt |
| Management And General | $27,477 | ManagementAndGeneralAmt |
| Fundraising | $9,159 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342 | TotalAmt |
| Program Services | $342 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,265 | TotalAmt |
| Program Services | $1,008,944 | ProgramServicesAmt |
| Management And General | $189,241 | ManagementAndGeneralAmt |
| Fundraising | $63,080 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,856 | TotalAmt |
| Program Services | $17,856 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,158 | TotalAmt |
| Program Services | $62,526 | ProgramServicesAmt |
| Management And General | $11,724 | ManagementAndGeneralAmt |
| Fundraising | $3,908 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,801 | TotalAmt |
| Program Services | $159,041 | ProgramServicesAmt |
| Management And General | $29,820 | ManagementAndGeneralAmt |
| Fundraising | $9,940 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,885 | TotalAmt |
| Management And General | $12,885 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,138 | TotalAmt |
| Program Services | $103,310 | ProgramServicesAmt |
| Management And General | $19,371 | ManagementAndGeneralAmt |
| Fundraising | $6,457 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,033 | TotalAmt |
| Program Services | $24,026 | ProgramServicesAmt |
| Management And General | $4,505 | ManagementAndGeneralAmt |
| Fundraising | $1,502 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,691 | TotalAmt |
| Program Services | $80,058 | ProgramServicesAmt |
| Management And General | $15,011 | ManagementAndGeneralAmt |
| Fundraising | $11,622 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,666 | TotalAmt |
| Program Services | $9,745 | ProgramServicesAmt |
| Management And General | $1,827 | ManagementAndGeneralAmt |
| Fundraising | $5,094 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,455 | TotalAmt |
| Program Services | $145,164 | ProgramServicesAmt |
| Management And General | $27,218 | ManagementAndGeneralAmt |
| Fundraising | $9,073 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,722 | TotalAmt |
| Program Services | $75,414 | ProgramServicesAmt |
| Management And General | $13,308 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,594 | TotalAmt |
| Program Services | $12,475 | ProgramServicesAmt |
| Management And General | $2,339 | ManagementAndGeneralAmt |
| Fundraising | $780 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,022 | TotalAmt |
| Program Services | $78,418 | ProgramServicesAmt |
| Management And General | $19,604 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,288 | TotalAmt |
| Program Services | $41,030 | ProgramServicesAmt |
| Management And General | $10,258 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TEMPORARY ROOM & BOARD | $173,682 | $173,682 |
| PRODUCTION EQUIPMENT | $81,892 | $81,892 |
| PRODUCTION EXPENSE | $68,638 | $68,638 |
| REPAIRS & MAINTENANCE | $49,080 | $49,080 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,794 | TotalAmt |
| Program Services | $70,529 | ProgramServicesAmt |
| Management And General | $13,224 | ManagementAndGeneralAmt |
| Fundraising | $30,041 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,957,483 | TotalAmt |
| Program Services | $2,409,015 | ProgramServicesAmt |
| Management And General | $397,812 | ManagementAndGeneralAmt |
| Fundraising | $150,656 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,490 | BOYAmt |
| EOY | $299,532 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,574 | BOYAmt |
| EOY | $64,205 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $58,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638 | BOYAmt |
| EOY | $6,717 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,581 | BOYAmt |
| EOY | $23,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,220,426 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $863,908 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,564 | BOYAmt |
| EOY | $356,518 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,125 | BOYAmt |
| EOY | $634,271 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,592 | BOYAmt |
| EOY | $3,672 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,564 | BOYAmt |
| EOY | $1,446,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,759 | BOYAmt |
| EOY | $37,788 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,850 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,609 | BOYAmt |
| EOY | $37,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,075 | BOYAmt |
| EOY | $1,260,275 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,880 | BOYAmt |
| EOY | $148,325 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,955 | BOYAmt |
| EOY | $1,408,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,564 | BOYAmt |
| EOY | $1,446,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$70,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,974 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $700,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $769,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $977,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,222,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,341,636 | CurrentTaxYearAmt |
| Total | $5,012,266 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,426,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,492,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,627,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,653,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,544,371 | CurrentTaxYearAmt |
| Total | $7,745,048 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,127,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,262,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,605,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,875,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,886,007 | CurrentTaxYearAmt |
| Total | $12,757,314 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,267 | CurrentTaxYearAmt |
| Total | $943,164 | 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 | $93,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,267 | CurrentTaxYearAmt |
| Total | $943,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,814,150 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,217 | CurrentTaxYearAmt |
| Total | $84,510 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,217 | CurrentTaxYearAmt |
| Total | $84,510 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,460 | CurrentTaxYearAmt |
| Total | $589,546 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,349,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,485,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,697,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,941,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,957,684 | CurrentTaxYearAmt |
| Total | $13,431,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88080 | PublicSupportPY509Pct |
| Investment Income CY | 0.00630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | 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 - 2015 AMOUNT: $ 3,200. 2016 AMOUNT: $ 11,925. CONCESSIONS STAND - 2012 AMOUNT: $ 100,916. 2013 AMOUNT: $ 110,786. ADVERTISING IN PLAY PROGRAM - 2012 AMOUNT: $ 40,333. 2013 AMOUNT: $ 35,914. 2014 AMOUNT: $ 37,215. FACILITIES FEES - 2012 AMOUNT: $ 30,334. 2013 AMOUNT: $ 32,755. 2014 AMOUNT: $ 32,883. 2015 AMOUNT: $ 45,823. 2016 AMOUNT: $ 47,535. PICNIC DINNERS - 2012 AMOUNT: $ 34,136. 2013 AMOUNT: $ 25,791. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,220,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $863,908 | DepreciationAmt |
| Book Value | $356,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $356,518 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,065,375 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,974 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $49,328 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $157,737 | OtherRevenueAmt |
| Revenue Not Reported | $224,039 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,841,336 | RevenueSubtotalAmt |
| Other Revenues Not Included | $45,818 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $45,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,887,154 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,118,730 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $49,328 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $157,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $207,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,911,665 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $45,818 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $45,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,957,483 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | HSVF RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT HSVF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. HVSF IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 86,440. COST OF GOODS SOLD REPORTED ON PART VIII, LINE 7B 68,677. GAMING EXPENSES REPORTED ON PART VIII, LINE 9B 2,620. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PROCESSING FEES REPORTED ON PART IX, LINE 11G 45,818. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 86,440. COST OF GOODS SOLD REPORTED ON PART VIII, LINE 7B 68,677. GAMING EXPENSES REPORTED ON PART VIII, LINE 9B 2,620. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROCESSING FEES REPORTED ON PART IX, LINE 11G 45,818. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING BENEFIT | Event1Nm |
| Gross Receipts Event1 | $351,744 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $313,732 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,012 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,510 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $41,069 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,861 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $351,744 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $313,732 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,012 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,510 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $41,069 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,861 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $86,440 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$48,428 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $22,299 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $2,620 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $22,299 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $2,620 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $2,620 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $19,679 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| Explanation If No | HVSF IS NOT REQUIRED TO REGISTER IN THE STATE OF NEW YORK BECAUSE THEY ARE BELOW THE $30,000 NET GAMING REVENUE THRESHOLD. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD/DRINKS | 7 | $19,438 | FMV |
| Yes (X) | DONATED AUCTION ITEMS | 14 | $17,506 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | HUDSON VALLEY SHAKESPEARE FESTIVAL INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT AND THE BOARD MONITORS COMPLIANCE AND FOLLOWS UP TO MAKE SURE THAT ALL APPLICABLE PERSONS COMPLETE THE REQUIRED DISCLOSURE FORMS, ON AN ANNUAL BASIS. ANY DISCLOSURE FORMS WHICH ARE SUBMITTED WITH A NOTED CONFLICT ARE REVIEWED AND DISCUSSED BY THE BOARD AUDIT COMMITTEE. EACH BOARD MEMBER ALSO UNDERTAKES TO NOTIFY THE PRESIDENT OR SECRETARY OF HVSF IF HE OR SHE BECOMES AWARE OF ANY RELATIONSHIP OR SITUATION THAT MIGHT RESULT IN, OR GIVE THE APPEARANCE OF BEING, A CONFLICT OF INTEREST. THE DIRECTOR, OFFICER OR KEY EMPLOYEE WHO DISCLOSED THE INTEREST IN A PROPOSED OR EXISTING RELATED PARTY TRANSACTION MAY MAKE A PRESENTATION TO AND RESPOND TO QUESTIONS BY THE AUDIT COMMITTEE OR BOARD OF DIRECTORS BUT MAY NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER. AFTER SUCH PRESENTATION THEY MUST LEAVE THE MEETING DURING DELIBERATION & VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE POLICY FOR DETERMINING TOP MANAGEMENT COMPENSATION WAS VOTED BY THE BOARD AS A PART OF THE "ROLE OF COMMITTEES" DOCUMENT. IT WAS LAST USED IN 2015 TO DETERMINE ADDITIONAL COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR. THIS POLICY WAS LAST REVISED AND APPROVED AT THE NOVEMBER 16, 2016 BOARD MEETING. "WITHOUT LIMITING THE FOREGOING, IT SHALL BE THE EXECUTIVE COMMITTEE'S RESPONSIBILITY TO EVALUATE THE PERFORMANCE AND THE COMPENSATION OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR ON AN ANNUAL BASIS, SUCH EVALUATIONS TO TAKE PLACE IN EXECUTIVE SESSION. IN ADDITION, AS PART OF ANNUAL BUDGET PROCESS, THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR SHALL SHARE BUDGETED STAFF COMPENSATION PLANS FOR THE FORTHCOMING YEAR. THE EXECUTIVE COMMITTEE MAY ESTABLISH A COMPENSATION SUBCOMMITTEE TO ASSIST IT IN MEETING ITS RESPONSIBILITIES FOR REVIEWING AND RECOMMENDING THE COMPENSATION AND BENEFITS OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR TO THE BOARD. THE RESPONSIBILITIES OF THE SUBCOMMITTEE SHALL CONSIST OF PROVIDING INFORMATION AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE WITH RESPECT TO (1) SELECTION OF AN APPROPRIATE PEER GROUP FOR BENCHMARK COMPARISON PURPOSES, (2) A STRATEGY FOR COMPARING OUR AD/MD COMPENSATION TO ONE ANOTHER AND TO THE PEER GROUP OVER TIME, (3) DEFINING "COMPENSATION AND BENEFITS", (4) COMPARING OUR COMPENSATION TO REPORTED COMPENSATION FOR LIKE POSITIONS AMONG THE PEER GROUP, (5)OVERSEEING FORM 990 REPORTING WITH RESPECT TO MANAGEMENT COMPENSATION, AND (6)EMPLOYMENT AGREEMENT MATTERS. ALL ACTION BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT BOARD MEETING, EXCEPT THAT ARTISTIC DIRECTOR AND MANAGING DIRECTOR PERFORMANCE EVALUATIONS AND COMPENSATION MATTERS SHALL BE DISCUSSED IN EXECUTIVE SESSION." |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 143 MAIN STREET, COLD SPRING, NY 10516 OR BY CALLING THE ORGANIZATION DIRECTLY AT (845)809-5750. |
| FORM 990, PART XII, LINE 2C: | THE HUDSON VALLEY SHAKESPEARE FESTIVAL, INC. HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR. |