2015-03-25T09:51:55-05:00 2014-05-31 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2013-06-01 610645030 ACTORS THEATRE OF LOUISVILLE INC ACTO 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 JENNIFER BIELSTEIN MANAGING DIRECTOR 5025841265 2015-03-11 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2013 2016-03-07 17:11:31Z JENNIFER BIELSTEIN 316 WEST MAIN STREET LOUISVILLE KY 40202 12975133 0 X WWW.ACTORSTHEATRE.ORG X 1964 KY TO PROMOTE THE ADVANCEMENT OF THEATRICAL ARTS. 34 34 338 1000 0 7730 5559713 4000368 3373134 3149226 745916 1056087 594561 590293 10273324 8795974 58200 55083 0 0 5212291 5328041 0 0 424740 4565480 4658028 9835971 10041152 437353 -1245178 26269975 26091728 1396022 1942630 24873953 24149098 X ACTORS THEATRE UNLOCKS HUMAN POTENTIAL, BUILDS COMMUNITY AND ENRICHES QUALITY OF LIFE BY ENGAGING PEOPLE IN THEATRE THAT REFLECTS THE WONDER AND COMPLEXITY OF OUR TIME. 0 0 8320026 55083 3236931 CELEBRATING 50 YEARS OF OUTSTANDING THEATRE, ACTORS THEATRE OF LOUISVILLE, THE STATE THEATRE OF KENTUCKY, IS THE FLAGSHIP ARTS ORGANIZATION IN THE LOUISVILLE COMMUNITY. ACTORS THEATRE PRESENTS NEARLY 400 PERFORMANCES ANNUALLY AND DELIVERS A BROAD RANGE OF PROGRAMMING INCLUDING CLASSICAL REPERTORY AND CONTEMPORARY WORK. IN 2014, ACTORS WELCOMED MORE THAN 160,000 PATRONS AND GUESTS TO THE THEATRE, AND PROVIDED ARTS EDUCATION EXPERIENCES TO MORE THAN 17,000 YOUNG PEOPLE IN THE REGION. ACTORS IS HOME TO THE HUMANA FESTIVAL OF NEW AMERICAN PLAYS AND, IN 38 YEARS, THE THEATRE HAS PRODUCED MORE THAN 450 PREMIERES BY MORE THAN 370 PLAYWRIGHTS, AMONG THEM THREE PULITZER PRIZE-WINNING PLAYS AND A FINALIST, AND RECEIVED THE THREE MOST PRESTIGIOUS AWARDS GIVEN TO REGIONAL THEATRES INCLUDING A SPECIAL TONY AWARD AS AN OUTSTANDING NON-PROFIT THEATRE. 8320026 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 134 0 1 338 1 1 1 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 TODD P LOWE PRESIDENT 5.00 X X 0 0 0 ELIZABETH DAVIS VICE-PRESIDENT 5.00 X X 0 0 0 PHILIP C ESCHELS SECRETARY 5.00 X X 0 0 0 ELIZABETH ROUNSAVALL TREASURER 5.00 X X 0 0 0 PHYLLIS ANDERSON DIRECTOR 1.00 X 0 0 0 JOHN BAJANDAS DIRECTOR 1.00 X 0 0 0 ROBERT P BANKS DIRECTOR 1.00 X 0 0 0 NEVILLE BLAKEMORE III DIRECTOR 1.00 X 0 0 0 JENNIFER L BLUM DIRECTOR 1.00 X 0 0 0 CHRISTEN MCDONOUGH BOONE DIRECTOR 1.00 X 0 0 0 ISHMON F BURKS DIRECTOR 1.00 X 0 0 0 JEFFREY P CALLEN MD DIRECTOR 1.00 X 0 0 0 CAROLLE JONES CLAY DIRECTOR 1.00 X 0 0 0 LAURA DOUGLAS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER TYSON GORMAN DIRECTOR 1.00 X 0 0 0 GILL HOLLAND DIRECTOR 1.00 X 0 0 0 BARBARA W JUCKETT DIRECTOR 1.00 X 0 0 0 MICHAEL J KEYES DIRECTOR 1.00 X 0 0 0 STEWART LUSSKY DIRECTOR 1.00 X 0 0 0 DEBRA M MURPHY DIRECTOR 1.00 X 0 0 0 THEODORE H NIXON DIRECTOR 1.00 X 0 0 0 AL PARADIS DIRECTOR 1.00 X 0 0 0 THEODORE S ROSKY DIRECTOR 1.00 X 0 0 0 MARSHA BECK ROTH DIRECTOR 1.00 X 0 0 0 MARILYN SCHORIN PHD RD DIRECTOR 1.00 X 0 0 0 MATT B SCHWARTZ DIRECTOR 1.00 X 0 0 0 ROBERT N SHAW DIRECTOR 1.00 X 0 0 0 WENDY SIRCHIO DIRECTOR 1.00 X 0 0 0 ALLAN TASMAN MD DIRECTOR 1.00 X 0 0 0 JOHN L TATE DIRECTOR 1.00 X 0 0 0 MAC THOMPSON DIRECTOR 1.00 X 0 0 0 LINDA VALENTINE DIRECTOR 1.00 X 0 0 0 ROANNE H VICTOR DIRECTOR 1.00 X 0 0 0 DEBORAH WEXLER DIRECTOR 1.00 X 0 0 0 JALEIGH WHITE DIRECTOR 1.00 X 0 0 0 KAREN WUNDERLIN DIRECTOR 1.00 X 0 0 0 JENNIFER BIELSTEIN MANAGING DIRECTOR 60.00 X 189116 0 17759 LES WATERS ARTISTIC DIRECTOR 60.00 X 175500 0 12929 364616 0 30688 2 0 1 0 DOE-ANDERSON 620 W MAIN ST LOUISVILLE KY 40202 ADVERTISING 236385 SD&A TELESERVICES INC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 146336 GFOUR PRODUCTIONS 5200 NW 33RD AVE SUITE 215 FT LAUDERDALE FL 33309 PERFORMANCE FEES AND REVENUE SHARING 120330 3 229484 184347 3586537 101202 4000368 SINGLE TICKETS 900099 1619021 1619021 SUBSCRIPTION TICKET SE 900099 1364231 1364231 TICKET FEES 900099 120808 120808 EDUCATION PROGRAM REVE 900099 45166 45166 3149226 225499 225499 3566 3566 818067 373590 444477 444477 444477 4041577 355482 3566471 0 475106 355482 830588 830588 293643 229484 239098 54545 54545 AUXILLARY OPERATIONS 900099 87651 87651 MISCELLANEOUS INCOME 900099 54 54 87705 8795974 3236931 0 1558675 55083 55083 393912 190622 203290 3966609 3255479 400370 310760 106084 91912 14172 483764 426388 57376 377672 309026 68646 9164 9164 31570 31570 35496 34376 1120 481862 418962 62900 799040 799040 267682 105054 133511 29117 77956 58730 19226 143678 143678 675502 671602 3900 278481 264231 12450 1800 6934 1067 5867 9615 9615 601894 510219 91675 62737 47167 15570 PRODUCTION MATERIALS 453692 453692 GUEST ARTIST HOUSING 327373 327373 AUXILIARY OPERATIONS 85597 85597 CREDIT CARD FEES 83160 83160 226595 105104 39548 81943 10041152 8320026 1296386 424740 299551 318068 422527 184669 2569484 2210939 116555 133256 4242 2822 204338 237638 25160599 15325841 10467334 9834758 8337076 9681526 3848868 3416442 0 71610 26269975 26091728 295284 317055 911959 844781 600000 188779 180794 1396022 1942630 X 15538701 14765074 3759217 3735122 5576035 5648902 24873953 24149098 26269975 26091728 X -1245178 540565 -20242 X X 0 1 X 1 0 X 3156430 5239570 3312253 5559713 4000368 21268334 3156430 5239570 3312253 5559713 4000368 21268334 5414642 15853692 1005002 1217123 972571 1109272 1047132 5351100 26619434 18978646 0.59560 0.57970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12185944 1562024 650000 13097968 11297765 34007 1604172 750000 12185944 12399716 82500 -559451 625000 11297765 11117820 1956896 675000 12399716 10544925 711774 611121 750000 11117820 0.45090 0.43130 0.11780 0 0 1381105 1381105 22026307 13871083 8155224 1753187 1454758 298429 9834758 INVESTMENT IN LIMITED PARTNERSHIPS 3416442 C 3416442 SERP PAYABLE 180794 180794 X 9730914 540565 55161 373590 969316 8761598 34376 34376 8795974 10455769 55161 393832 448993 10006776 34376 34376 10041152 PART V, LINE 4: DONOR RESTRICTED FUNDS ARE TO BE USED FOR SHAKESPEARE PLAYS, THEATRICAL PRODUCTIONS, AND ACTORS ARTISTIC PROGRAMMING. BOARD DESIGNATED FUNDS ARE TO BE USED TO FURTHER THE THEATRE'S CHARITABLE PURPOSE. PART X, LINE 2: THE THEATRE HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE THEATRE RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE THEATRE'S 2010-2013 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 373,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 373,590. UNCOLLECTIBLE PLEDGES 20,242. LOBSTERFEAST 458007 191159 266848 35534 3050 86200 1725 46645 50TH ANNIVERSARY GALA 65120 38325 26795 8790 23642 3800 29712 523127 229484 293643 35534 11840 109842 5525 76357 239098 54545 1 APPRENTICE/INTERNSHIP GRANTS TO ASSIST WITH COST OF LIVING 37 55083 PART I, LINE 2: THE APPRENTICE/INTERN IS ON-SITE FOR THE SEASON ON A DAILY BASIS. THE AMOUNT OF THE GRANT IS INCONSEQUENTIAL COMPARED TO THE COST OF LIVING IN LOUISVILLE FOR THE 8 MONTHS OF THE APPRENTICESHIP/INTERNSHIP. X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER BIELSTEIN MANAGING DIRECTOR 185894 0 0 0 3222 0 3804 0 13955 0 206875 0 0 0 LES WATERS ARTISTIC DIRECTOR 175500 0 0 0 0 0 945 0 11984 0 188429 0 0 0 LGE AND KU ENERGY AN ENTITY OF WHICH LAURA DOUGLAS, DIRECTOR, IS ALSO AN OFFICER 297172 UTILITIES 0 HUMANA INC AN ENTITY OF WHICH PHYLLIS ANDERSON, DIRECTOR, IS ALSO AN OFFICER 424892 HEALTH INSURANCE 0 X 12 50735 AVG. PRICE ON DONAT. DAY X PRINTED ITEMS 2 45755 FAIR MARKET VALUE X FOOD 4 3895 FAIR MARKET VALUE X AIRLINE VOUCH 1 517 FAIR MARKET VALUE X GIFT CERTIFIC 1 300 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: BROKERAGE FIRMS SUCH AS HILLIARD LYONS ARE USED TO SELL PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 THE MEMBERS OF THE FINANCE COMMITTEE REVIEW AND COMMENT ON THE FORM 990 PRIOR TO ITS FILING. A FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUESTS CONFLICT OF INTEREST FORMS TO BE COMPLETED. ANY CONFLICTS ARE REVIEWED BY THE BOARD PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF THE BOARD PRESIDENT, THE BOARD IMMEDIATE PAST-PRESIDENT, ONE MEMBER SELECTED FROM THE EXECUTIVE COMMITTEE AND ONE MEMBER SELECTED FROM THE BOARD NOT ON THE EXECUTIVE COMMITTEE. THE FUNCTION OF THIS COMMITTEE IS TO ESTABLISH THE COMPENSATION OF THE ARTISTIC AND MANAGING DIRECTORS. THIS GROUP REVIEWS EXECUTIVE COMPENSATION AS EACH CONTRACT COMES TO TERM. THEY REVIEW COMPARABLE DATA AMONGST NATIONAL AND LOCAL PEERS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -20,242. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION MAINTAINS AN AUDIT AND FINANCE COMMITTEE COMPRISED EXCLUSIVELY OF DIRECTORS WHO SELECT THE INDEPENDENT AUDITOR. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR PRIOR TO AND AT THE CONCLUSION OF THE ANNUAL AUDIT, INCLUDING AN EXECUTIVE SESSION WITHOUT MANAGEMENT.