2016-03-15T00:00:00-05:00 2015-08-31 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2014-09-01 526073157 Ford's Theatre Society FORD 2026382941 514 Tenth Street NW Washington DC 20004 Paul Tetreault Director 2026382941 2016-03-16 1 Graylin Smith P00644233 4105840060 2016-03-16 2014 2016-08-17 19:52:53Z Paul Tetreault 514 Tenth Street NW Washington DC 20004 17666489 0 X www.fordstheatre.org X 1967 DC To celebrate the legacy of President Abraham Lincoln and explore the American experience through theatre and education. 51 51 278 1025 0 0 5980280 7343537 4556010 5133464 381947 1009348 -106309 -20706 10811928 13465643 0 0 0 0 6784825 7348630 0 0 838057 5677637 6526934 12462462 13875564 -1650534 -409921 51622451 50630810 1189869 1738181 50432582 48892629 X To celebrate the legacy of President Abraham Lincoln and explore the American experience through theatre and education. A working theatre, historical monument, world-class museum and learning center, Ford's Theatre is the premier destination in Washington, D.C., to explore and celebrate Lincoln's ideals and leadership principles: courage, integrity, tolerance, equality and creative expression. 0 0 9055726 5133464 Productions - Each year, over 640,000 patrons visit Ford's Theatre. During FY 2015 FTS mainstage productions were Driving Miss Daisy, A Christmas Carol, The Widow Lincoln, and Freedom's Song. These shows entertained more than 85,000 local, national, and international patrons. The One Destiny performances and McDevitt Tours engage over 45,000 patrons interested in learning of the tragic event that occurred April 14, 1865, at Ford's Theatre and tracing the steps surrounding the investigation of Lincoln's assassination. 9055726 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 118 0 278 1 0 0 0 0 0 1 1 0 0 0 0 X 51 51 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 AK AL AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA MA ME MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X The Organization 2026382941 514 Tenth Street NW Washington DC 20004 Eric A Spiegel Chairman 20.00 X X 0 0 0 Wayne R Reynolds Chairman Emeritus 5.00 X X 0 0 0 Rex W Tillerson Vice Chairman 5.00 X X 0 0 0 James W Dyer Treasurer 5.00 X X 0 0 0 Abigail P Blunt Secretary 5.00 X X 0 0 0 Rima Al-Sabah Trustee 5.00 X 0 0 0 Tina Alster MD Trustee 5.00 X 0 0 0 Brian C Anderson Trustee 5.00 X 0 0 0 Lisa Arpey Trustee 5.00 X 0 0 0 The Honorable Lea Berman Trustee 5.00 X 0 0 0 Paul L Berry Trustee 5.00 X 0 0 0 Susan J Blumenthal MD Trustee 5.00 X 0 0 0 Ian Cameron Trustee 5.00 X 0 0 0 The Honorable Elaine L Chao Trustee 5.00 X 0 0 0 Kasey Crowley Trustee 5.00 X 0 0 0 Gloria Story Dittus Trustee 5.00 X 0 0 0 Lawrence Duncan III Trustee 5.00 X 0 0 0 Robert J Fitch Trustee 5.00 X 0 0 0 David Fogg Trustee 5.00 X 0 0 0 Samara Foxx Trustee 5.00 X 0 0 0 Karyn M Frist Trustee 5.00 X 0 0 0 Susan Hess Trustee 5.00 X 0 0 0 The Honorable Sven Erik Holmes Trustee 5.00 X 0 0 0 Ghada Irani Trustee 5.00 X 0 0 0 Norman Jemal Trustee 5.00 X 0 0 0 Elizabeth Baker Keffer Trustee 5.00 X 0 0 0 Albert Baker Knoll Trustee 5.00 X 0 0 0 Kent Knutson Trustee 5.00 X 0 0 0 David H Long Trustee 5.00 X 0 0 0 Marlene Malek Trustee 5.00 X 0 0 0 Sharon Malone MD Trustee 5.00 X 0 0 0 Kathleen K Manatt Trustee 5.00 X 0 0 0 Judy McCarthy Trustee 5.00 X 0 0 0 Hon Joseph McDade Trustee 5.00 X 0 0 0 Andrew J McKenna Trustee 5.00 X 0 0 0 Waldo G McMillan Jr Trustee 5.00 X 0 0 0 The Honorable William McSweeny Trustee 5.00 X 0 0 0 Eleanor Merrill Trustee 5.00 X 0 0 0 Richard A Mullen Trustee 5.00 X 0 0 0 Phebe N Novakovic Trustee 5.00 X 0 0 0 Honorable Vincent B Orange Sr Trustee 5.00 X 0 0 0 Ronald O Perelman Trustee 5.00 X 0 0 0 Heather Podesta Trustee 5.00 X 0 0 0 Vicki Risch Trustee 5.00 X 0 0 0 Cynthia Rogers Trustee 5.00 X 0 0 0 Shannon Estrin Rosoff Trustee 5.00 X 0 0 0 The Honorable Frederick J Ryan Jr Trustee 5.00 X 0 0 0 Albert H Small Trustee 5.00 X 0 0 0 Betty Ann Tanner Trustee 5.00 X 0 0 0 Louise Taper Trustee 5.00 X 0 0 0 Maurice A Watson Trustee 5.00 X 0 0 0 Paul Tetreault Director 40.00 X 421218 0 26306 Kristin Fox-Siegmund Director of Programming 40.00 X 137627 0 11112 Liza Lorenz Director of Communicatons & Marketing 40.00 X 101882 0 11550 Douglas Wilson Director of Finance 40.00 X 133098 0 10921 Betsy O'Brien Anderson Director of Development 40.00 X 132229 0 18759 926054 0 78648 5 0 1 0 TSA Inc PO Box 153 Newington VA 22122 Scenery Construction 379590 WP Company LLC PO Box 17641 Baltimore MD 21297 Advertising 346376 Armfield Harrison & Thomas Inc 20 South King Street Leesburg VA 20175 Insurance Services 224114 Otis Elevator Company PO Box 905454 Charlotte NC 28290 Elevator maintenance and repair 152699 Capitol Exhibit Services Inc 12299 Livingston Rd Manassas VA 20109 Museum exhibition development 141220 8 1436000 914010 4993527 7343537 Production Revenue 711110 4089509 4089509 Tour Admission Fees 711110 884569 884569 Restoration Fees 711110 159386 159386 5133464 565392 565392 5702 5702 4086832 3642876 443956 443956 443956 160500 1436000 557970 -397470 -397470 Concession Income 722310 260388 260388 110674 110674 371062 13465643 5133464 0 988642 463495 310542 111238 41715 5088249 3932392 702432 453425 528313 382101 146212 788105 507580 209025 71500 480468 374504 64936 41028 66970 66970 37500 37500 20000 20000 279047 108459 47262 123326 734717 734717 476174 117761 286054 72359 87924 26508 61416 278039 278039 740041 77248 662793 80873 73645 623 6605 5691 4360 1331 1383442 1383442 137108 37132 99976 Production 1397118 1397118 Housing 273760 272444 1316 Meals and Entertainment 45654 32107 9849 3698 Gov't & Professional Du 41239 1586 34500 5153 441637 387483 36237 17917 13875564 9055726 3981781 838057 983962 2255942 60274 260165 1019234 764335 75126 175089 371123 306615 41192847 7947659 34468820 33245188 14234038 13296694 409874 326782 51622451 50630810 511777 984467 623935 719036 54157 34678 1189869 1738181 X 36780738 37995221 8301680 5547244 5350164 5350164 50432582 48892629 51622451 50630810 -409921 -1130032 0 X X 0 1 X 1 1 1 X 6675521 7560300 5696459 5980280 7343537 33256097 3798912 5564654 5569922 4556010 5133464 24622962 10474433 13124954 11266381 10536290 12477001 57879059 625281 495000 435000 562500 1164485 3282266 0 625281 495000 435000 562500 1164485 3282266 54596793 319930 273933 768774 386079 571094 2319810 319930 273933 768774 386079 571094 2319810 331249 155287 355905 309986 376764 1529191 11125612 13554174 12391060 11232355 13424859 61728060 0.88450 0.89220 0.03760 0.03520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12060 12060 13863504 13875564 843778 210945 0 0 834962 804861 773123 843778 3256724 4885086 10995 11330 11625 12060 46010 208741 201215 193281 210945 814182 1221273 10985169 500000 -468181 561707 20000 10435281 9993197 1535536 523564 20000 10985169 9263447 1238160 490910 17500 9993197 8875339 881037 472929 20000 9263447 8402856 958354 462067 23804 8875339 0.51270 0.48730 0 0 26240681 2650175 23590506 12853330 3569144 9284186 2061818 1702322 359496 37018 26018 11000 33245188 Deferred Rent 34678 34678 X 13437219 -1130032 543638 -586394 14023613 -557970 -557970 13465643 14977172 543638 557970 1101608 13875564 0 13875564 Part V, Line 4: The Mary Jane Wick Endowment Fund, also known as the Frankie Hewitt Endowment, was established through restricted contributions from donors. It requires that, in perpetuity, the principal be invested and that the income only be used for unrestricted operating activities. The Society's endowment also includes funds internally designated by the Board of Trustees to be held in reserves to support future years' operations and provide a resource for unexpected downturns. Part X, Line 2: The Society is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Society has also been classified as an entity that is not a private foundation within the meaning of Section 509(a)(1). Income which is not related to exempt purposes, less applicable deductions, is subject to Federal and state corporate income taxes. The Society had no net unrelated business income for the years ended August 31, 2015 and 2014. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Society performed an evaluation of uncertain tax positions as of August 31, 2015, and determined that there were no matters that would require recognition in the consolidated financial statements or, which may have any effect on its tax-exempt status. As of August 31, 2015, the statute of limitations for tax years 2012 through 2015 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Society files tax returns. It is the Society's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. Part XI, Line 4b - Other Adjustments: Special event expenses -557,970. Part XII, Line 2d - Other Adjustments: Special event expenses 557,970. GALA 1596500 1436000 160500 31930 135607 260102 130331 1596500 1436000 160500 31930 135607 260102 130331 557970 -397470 X X X 1 1 X X X X X X 0 0 0 1 0 1 0 0 0 Paul Tetreault Director 321218 0 100000 0 0 0 12732 0 13574 0 447524 0 0 0 Betsy O'Brien Anderson Director of Development 131229 0 1000 0 0 0 4227 0 14532 0 150988 0 0 0 Part I, Line 1a Ford's offers a health club benefit to its employees. Ford's pays a yearly fee to a local health club that allows all employees free access to the facility. The listed person on this schedule did not use this health club benefit. Accordingly, this benefit was not included as taxable compensation to this person. When certain conditions are met, domestic first class, international business class, and travel for a companion are permitted in the executive travel policy. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by SB & Company, LLC. It is then reviewed by the Director of Finance. Next, it is presented to the Chair of the Finance Committee of the Board of Trustees for approval and distributed electronically to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c As a condition for hiring, each individual shall disclose to the Director or person in charge of HR administration, in writing, any financial, proprietary or personal interests that might be construed as being in conflict with his or her duty to Ford's Theatre Society. All employees are required to sign and hand in the "Conflict of Interest" form. While employed at Ford's Theatre Society, employees shall comply with this Conflict of Interest Policy and avoid even the appearance of impropriety. Employees have an ongoing duty to report to the Director or person in charge of HR administration, in writing, any particular situation relating to previously disclosed interests, or any circumstance in which a potential conflict of interest may arise. The Director will determine the existence of a conflict of interest. If a conflicting interest exists, the Director will determine the appropriate steps to be taken under the circumstances. Possible steps include but are not limited to (1) requiring the interested employee to refrain from participating in any decision or policy making in a pending matter relating to the conflict of interest, (2) requiring the employee to divest himself or herself of the conflicting interest, or (3) in sufficiently serious situations, termination of employment. Form 990, Part VI, Section B, line 15a The compensation level of the Director is set by the compensation committee of the Board of Trustees. A compensation study and independent consultant are used during their deliberation, and their decisions are documented in the minutes. Form 990, Part VI, Section C, line 19 The Federal Form 990 is posted on a third party's website, GuideStar. The audited financial statements, as well as the Society's governing documents, including the conflict of interest policy, are available by request. Form 990, Part XII, Line 2c: The Society has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. There were no changes in these processes from the prior year. Form 990, Part V, Line 3a: The organization did not have unrelated business income during fiscal year 2015. As of fiscal year 2009, there is a net operating loss of $6,869 available to carry forward in future years. Mary Jane Wick Endowment Fund 514 Tenth Street NW Washington DC 20004 521935213 Wholly-owned endowment fund DC -468181 10435281 Ford's Theatre Society