2017-09-14T12:50:27-05:00 2016-10-31 930900579 McDonald Jacobs PC 520 SW Yamhill St Ste 500 Portland OR 97204 990 2015-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5034822111 PO BOX 158 ASHLAND OR 975200158 CYnthia rider EXECUTIVE DIRECTOR 5034822111 2017-09-12 1 Sang Ahn P00540880 5032270581 2015 2021-01-29 14:40:06Z CYNTHIA RIDER PO BOX 158 ASHLAND OR 975200158 44576745 0 X WWW.OSFASHLAND.ORG X 1935 OR REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS. 31 31 649 726 192065 0 13623325 14455361 22382685 23317690 140397 38365 1304546 1092218 37450953 38903634 325990 210321 0 0 24455301 26105533 219113 113021 1901778 10938069 11944737 35938473 38373612 1512480 530022 47723387 49997966 11154775 12926554 36568612 37071412 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 25929582 94166 22600287 PLAYS: WITH THE LARGEST PROFESSIONAL ACTING COMPANY IN THE UNITED STATES, THE 80 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 2016, 807 LIVE PERFORMANCES WERE PRESENTED ON ONE OUTDOOR AND TWO INDOOR STAGES BEFORE AN AUDIENCE OF 397,255, WHILE ATTENDANCE AVERAGED 85% OF CAPACITY. 1127406 116155 548465 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 2016 SCHOOL VISIT PROGRAM, TEAMS OF ACTORS VISITED 120 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOLS, AND COLLEGES AND UNIVERSITIES IN FOUR STATES, PROVIDING PERFORMANCES AND INSTRUCTION TO APPROXIMATELY 65,995 STUDENTS. SIXTY-SIX ON-SITE PREFACES AND 71 LECTURES AND FREE PARK TALKS BETWEEN THE PLAYS PROVIDED INSTRUCTION TO 4,756 STUDENTS, TEACHERS, AND OTHER PATRONS. THERE WERE SIX (6) LIVING IDEAS ART & COMMUNITY DIALOGUE EVENTS SERVING 693 PATRONS THROUGHOUT THE ROGUE VALLEY. THERE WERE THREE ADULT EDUCATION PROGRAMS WHICH SERVED 101 PATRONS. WORKSHOPS FOR TEACHERS AND STUDENTS, A TWO-WEEK SUMMER SEMINAR FOR HIGH SCHOOL STUDENTS, AND OTHER EDUCATION EVENTS REACHED APPROXIMATELY 33,589 MORE STUDENTS AND ADULTS. THERE WERE 297 BACKSTAGE TOURS ATTENDED BY 12,114 PEOPLE. FAMILY DAY PROLOGUES WERE ATTENDED BY 986 PATRONS, AND 181 PATRONS ATTENDED THE OSF SIGN-INTERPRETED PROLOGUES. 567360 "PLAY ON!" IS A THREE-YEAR, 40-PLAY COMMISSIONING PROJECT, DEDICATED TO PROVIDING TEXTS OF SHAKESPEARE'S PLAYS IN CONTEMPORARY ENGLISH AS PERFORMABLE COMPANION PIECES FOR HIS ORIGINAL TEXTS. 160506 FAIR PROGRAM:FAIR is the professional and leadership development program at the Oregon Shakespeare Festival providing participants with either an advanced fellowship, assistantship, internship, or residency to learn best practices in the field across all administrative, artistic, design, and production disciplines. In a diverse Tony Award-winning theatre environment, participants receive mentorship, expand skills base, and are greeted with opportunities for practical application of personal expertise within an equity and inclusion framework. Recent FAIR alumni work in all areas of performing arts across the US and abroad. Several have gone on to earn prestigious awards, grants, and fellowships, and many hold key leadership positions at regional nonprofit theatres. 160506 27217494 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 1 1 0 1 0 0 0 1 1 0 0 0 1 363 0 649 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA OR X X LEE D PRUITT 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 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 PAM HAMMOND 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 CATHY MCMURTRY 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 MARY DRIVER 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 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 235211 0 8783 WILLIAM RAUCH ARTISTIC DIRECTOR 50.00 X 335655 0 22582 GERALD A ROOS DIRECTOR OF FINANCE & ADMI 45.00 1.00 X 133775 0 16286 MALLORY PIERCE DIRECTOR OF MKTG & COMMUNI 45.00 X 160856 0 17035 ALYS HOLDEN DIRECTOR OF PRODUCTION 45.00 X 167341 0 13270 REBECCA ROSS DIRECTOR OF DEVELOPMENT 45.00 X 161438 0 11794 CHRISTOPHER ACEBO ASSOCIATE ARTISTIC DIRECTO 45.00 X 116060 0 6085 1310336 0 95835 7 0 1 0 WALKER MACY 111 SW OAK ST STE 200 PORTLAND OR 97204 LANDSCAPE ARCHITECTURE 379492 BARRAN LIEBMAN ATTORNEYS 601 SW SECOND AVENUE PORTLAND OR 97204 LEGAL SERVICES 166314 DCM INC 330 WEST 38TH ST STE 207 NEW YORK NY 10018 TELEFUNDRAISING 113021 3 1750369 339120 12365872 34429 14455361 PLAYS AND OTHER EVENTS 711110 22769225 22577160 192065 EDUCATIONAL PROGRAMS 900099 548465 548465 23317690 56446 56446 16673 0 16673 16673 16673 5649030 6000 5673111 0 -24081 6000 -18081 -18081 OTHER INCOME 900099 590487 590487 CONCESSIONS 721000 485058 485058 1075545 38903634 23716112 192065 540096 210321 210321 1074793 462161 537397 75235 20084759 14452170 4687861 944728 311562 229693 68111 13758 2882730 2124621 661083 97026 1751689 1235931 431420 84338 151515 151515 70138 70138 7500 7500 113021 113021 1071647 587134 456897 27616 771466 12925 699139 59402 1702830 148990 1369434 184406 250143 10303 239840 640250 640250 1207361 880952 319641 6768 738489 516309 60346 161834 181144 181144 1943443 1778326 125682 39435 MISCELLLANEOUS 1102738 658762 373249 70727 HOUSING 799396 799396 SETTINGS AND PROPS 488715 488715 COSTUMES 395954 395954 422008 1584581 -1186057 23484 38373612 27217494 9254340 1901778 12933 625756 707974 1420750 5936801 7019983 1977217 2253733 197595 153031 1468226 1458655 55951801 20403683 34046682 35548118 3375959 1517940 47723387 49997966 3594974 3547171 1463534 1449913 1400000 6096267 6529470 11154775 12926554 X 26633835 26328291 9934777 10743121 36568612 37071412 47723387 49997966 530022 -27222 0 X X 0 1 X 1 0 X 14805015 14452525 11044425 13623325 14455361 68380651 1297717 1325778 1338554 1360832 1380347 6703228 16102732 15778303 12382979 14984157 15835708 75083879 7443775 67640104 651117 669077 810641 769050 73119 2973004 333971 357982 371965 438214 485058 1987190 80044073 112398751 0.84500 0.89360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 7500 36464334 36471834 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 7500 7500 7500 7500 30000 250000 250000 250000 250000 1000000 1500000 30197721 5325872 1691369 1750369 79591 35385002 32358741 38167 -515653 1592583 90951 30197721 31181405 46914 2598908 1386494 81992 32358741 28262390 48966 4307256 1346594 90613 31181405 26866254 555290 2231364 1292213 98305 28262390 0.36820 0.47670 0.15510 0 1 1 3332583 3332583 29716619 7681528 22035091 12563691 4893364 7670327 9975106 7464989 2510117 363802 363802 0 35548118 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. 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 651957 113021 538936 651957 113021 538936 OR WA CA 1 ASSISTANCE TO HELP INDIVIDUALS PARTICIPATE IN OSF PROGRAMS 110 189716 20605 COST TRAVEL 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 1 0 0 0 0 0 0 0 0 CYNTHIA RIDER EXECUTIVE DIRECTOR 235211 0 0 0 0 0 8783 0 0 0 243994 0 0 0 WILLIAM RAUCH ARTISTIC DIRECTOR 335655 0 0 0 0 0 10600 0 11982 0 358237 0 0 0 GERALD A ROOS DIRECTOR OF FINANCE & ADMI 133775 0 0 0 0 0 5351 0 10935 0 150061 0 0 0 MALLORY PIERCE DIRECTOR OF MKTG & COMMUNI 160856 0 0 0 0 0 6100 0 10935 0 177891 0 0 0 ALYS HOLDEN DIRECTOR OF PRODUCTION 167341 0 0 0 0 0 4430 0 8840 0 180611 0 0 0 REBECCA ROSS DIRECTOR OF DEVELOPMENT 161438 0 0 0 0 0 5709 0 6085 0 173232 0 0 0 Part I, Line 4a REBECCA ROSS - $32,254 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 BUTLER FORD INC BUTLER FORD IS OWNED BY A TRUSTEE OF RELATED ORGANIZATION 10046 RENTS AND SERVICES 0 CHRISTOPHER LIAM MOORE PARTNER OF KEY EMPLOYEE 38233 CONTRACTED SERVICES 0 CALIFORNIA OREGON BROADCASTING INC BOARD MEMBER IS PRESIDENT OF THE ORGANIZATION 13220 ADVERTISING 0 LITHIA MOTORS BOARD MEMBER IS PRESIDENT AND CEO 35245 PURCHASE OF VEHICLES 0 X FOOD & BEV. 38 29779 PURCHASE PRICE X LANDSCAPING SUPPLIES 1 3000 PURCHASE PRICE X COSTUME/PROPS 9 1650 PURCHASE PRICE 0 1 0 Form 990, Part VI, Section A, line 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOUR BOARD OFFICERS AND FIVE 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. Form 990, Part VI, Section B, line 11 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 15a 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 OTHER THREE BOARD OFFICERS. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT AND VICE-PRESIDENT. EVERY THREE YEARS, WRITTEN MULTI-YEAR SALARY CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS, UTILIZING A REVIEW OF 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 FOR WHICH MINUTES ARE RECORDED. 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 8007 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 11a, I OREGON SHAKESPEARE FESTIVAL ASSOCIATION 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 1750369