2015-04-07T19:45:18-05:00 2014-05-31 SMITH & HOWARD PC 271 17TH STREET SUITE 1600 ATLANTA GA 30363 990 2013-06-01 580633971 ROBERT W WOODRUFF ARTS CENTER INC % VIRGINIA A HEPNER ROBE 4047334200 1280 PEACHTREE ST NE Suite ATLANTA GA 30309 VIRGINIA A HEPNER OFFICER 4047334205 2015-02-15 true MARC AZAR P00746804 4047334205 2013 2016-02-25 16:41:14Z VIRGINIA A HEPNER 1280 PEACHTREE ST ATLANTA GA 30309 304880380 false X WWW.WOODRUFFCENTER.ORG X 1965 GA CHARITABLE ARTS ORGANIZATION TO INSPIRE, CREATE, SUPPORT AND CELEBRATE RENOWNED ARTS AND EDUCATION FOR DIVERSE AUDIENCES THROUGH OUR UNIQUE MODEL OF DIVISIONS AND COLLABORATIONS. 104 99 1254 1255 4185502 726234 43243564 44226951 32213631 31523542 33932538 25112038 3784350 4394004 113174083 105256535 0 0 0 0 44082632 43099912 1439934 1370549 6460406 66160528 79053213 111683094 123523674 1490989 -18267139 686631296 685696072 249553431 243963740 437077865 441732332 X CHARITABLE ARTS ORGANIZATION TO INSPIRE, CREATE, SUPPORT, AND CELEBRATE RENOWNED ARTS AND EDUCATION FOR DIVERSE AUDIENCES THROUGH OUR UNIQUE MODEL OF DIVISIONS AND COLLABORATIONS, IN AN INSTITUTIONALLY SUSTAINABLE MANNER. false false 63708786 21780278 ATLANTA SYMPHONY ORCHESTRA: The Atlanta Symphony Orchestra consistently affirms its position as one of America's leading Orchestras by performing great music, presenting great artists, educating, and engaging the community. The Orchestra is known for the excellence of its live performances, presentations, renowned choruses, and its impressive list of 27 Grammy Award-winning recordings. The leading cultural organization in the southeast, the Symphony serves as the cornerstone for artistic development and music education in the region. The Orchestra and audiences together explore a creative programming mix, recording and visual enhancements such as Theatre of a Concert, the Orchestra's continuing exploration of different formats, settings, and enhancements for the musical performance experience. The Atlanta School of Composers reflects Music Director Robert Spano and the Orchestra's commitment to nurturing and championing music through multi-year partnerships defining a new generation of American composers. Since the beginning of his tenure, Mr. Spano and the Orchestra have performed over 100 concerts containing contemporary works. The Orchestra performs more than 200 concerts each year for a combined audience of more than half a million in a full schedule of performances which also feature educational and community concerts. With the opening of Verizon Wireless Amphitheatre at Encore Park in 2008, the Atlanta Symphony became the first U.S. orchestra to annually perform and present in its concert hall and in two amphitheatres. 24953262 3064427 HIGH MUSEUM OF ART: THE HIGH MUSEUM OF ART IS THE LEADING MUSEUM OF ART IN THE SOUTHEASTERN UNITED STATES. WITH MORE THAN 13,500 WORKS OF ART IN ITS PERMANENT COLLECTION, THE HIGH MUSEUM HAS AN EXTENSIVE ANTHOLOGY OF 19TH AND 20TH CENTURY AMERICAN ART AND BURGEONING COLLECTIONS OF MODERN AND CONTEMPORARY ART, PHOTOGRAPHY, AND AFRICAN ART. IN NOVEMBER 2005, THE HIGH OPENED THREE NEW BUILDINGS DESIGNED BY ARCHITECT RENZO PIANO WHICH MORE THAN DOUBLED THE MUSEUM'S SIZE, CREATING A VIBRANT "VILLAGE FOR THE ARTS" AT THE WOODRUFF ARTS CENTER IN MIDTOWN ATLANTA. 11185945 6084291 ALLIANCE THEATRE FOUNDED IN 1968, THE ALLIANCE THEATRE IS THE LEADING PRODUCING THEATRE IN THE SOUTHEAST, CREATING THE POWERFUL EXPERIENCE OF SHARED THEATRE FOR DIVERSE PEOPLE. UNDER THE LEADERSHIP OF SUSAN V. BOOTH, JENNINGS HERTZ ARTISTIC DIRECTOR, THE ALLIANCE THEATRE RECEIVED THE REGIONAL THEATRE TONY AWARD IN RECOGNITION OF SUSTAINED EXCELLENCE IN PROGRAMMING, EDUCATION AND COMMUNITY ENGAGEMENT. REACHING MORE THAN 200,000 PATRONS ANNUALLY, THE ALLIANCE DELIVERS POWERFUL PROGRAMMING THAT CHALLENGES ADULT AND YOUTH AUDIENCES TO THINK CRITICALLY AND CARE DEEPLY. EACH YEAR, THE ALLIANCE THEATRE ACTING PROGRAM AND EDUCATION DEPARTMENT REACHES 50,000 STUDENTS THROUGH PERFORMANCES, ACTING CLASSES, DRAMA CAMPS, AND IN-SCHOOL INITIATIVES WITH PROGRAMS LIKE THE COLLISION PROJECT FOR TEENS AND THEATRE FOR THE VERY YOUNG FOR AUDIENCES 18 MONTHS - 5 YEARS OLD. THE ALLIANCE ALSO NURTURES THE CAREERS OF PLAYWRIGHTS THROUGH THE ALLIANCE/KENDEDA NATIONAL GRADUATE PLAYWRITING COMPETITION, PRODUCING A PREMIERE FOR THE COMPETITION WINNER AS PART OF THE REGULAR SEASON WITH NATIONAL NETWORKING OPPORTUNITIES FOR FOUR FINALISTS. www.alliancetheatre.org 1720915 594546 ARTS FOR LEARNING 1720915 594546 101568908 true true false true false false false true false true true true false false false true false true false false false false false true true false false false false true true false false false false false false false false false true true true false false true true true true false false true 559 0 true 1254 true true true false false false false true true false false false false false false false false false X 104 99 false true false false false false false true true false false true true true true true true true true true true GA X VIRGINIA A HEPNER 4047334200 1280 PEACHTREE ST ATLANTA GA 30309 X Ms Susan Bell Governing Board - Audit Commit 3.0 X Mr Barry N Berlin Governing Board - Investment C 3.0 X Mr James W Boswell Governing Board - Young Audien 3.0 X Mrs Lynda Bradbury Courts Governing Board - At-Large Mem 3.0 X Mr Jere A Drummond Governing Board - Compensation 3.0 X Mr Howard Feinsand Governing Board - Finance Comm 3.0 X Mr Frank Fernandez Governing Board - At-Large Mem 3.0 X Mr Paul R Garcia Governing Board - At-Large Mem 3.0 X Mr Lawrence L Gellerstedt III Governing Board - Chairman 3.0 X Mr Douglas J Hertz Governing Board - Development 3.0 X Mr M Douglas Ivester Governing Board - Vice Chair 3.0 X Mr Philip S Jacobs Governing Board - Nominating & 3.0 X Mrs Karole F Lloyd Governing Board - Atlanta Symp 3.0 X Mrs Victoria Palefsky Governing Board - Alliance The 3.0 X Mrs Vicki Palmer Governing Board - At-Large Mem 3.0 X Mrs Louise Sams Governing Board - High Museum 3.0 X Dr Beverly Daniel Tatum Governing Board - Education Co 3.0 X Mr Charles L Abney III Trustee 3.0 X Mr Peter Aman Trustee 2.0 X Mr Thomas J Asher Trustee 3.0 X Mrs Georgia P Ayers Trustee 1.0 X Mrs Juanita P Baranco Trustee 1.0 X Mr Mark P Becker Trustee 1.0 X Mr Tim E Bentsen Trustee 2.0 X Mr Stan Blackburn Trustee 2.0 X Ms Lisa Borders Trustee 1.0 X Mr W Paul Bowers Trustee 2.0 X Mrs Rosalind G Brewer Trustee 2.0 X Ms Kelly R Caffarelli Trustee 1.0 X Mrs Mary L Cahill Trustee 3.0 X Mr Stephen M Carter Trustee 1.0 X Mr Jeffrey S Cashdan Trustee 3.0 X Mr Steve W Chaddick Trustee 3.0 X Mr Thomas C Chubb Trustee 2.0 X Dr William Clarkson IV Trustee 1.0 X Mrs Shantella E Cooper Trustee 2.0 X Mr Jerry Couvaras Trustee 1.0 X Ms Ann W Cramer Trustee 2.0 X Mrs Sylvia R Davidson Trustee 1.0 X Mr Michael S Donnelly Trustee 2.0 X Mr Dean Eisner Trustee 1.0 X Mr Joseph H Estes Trustee 3.0 X Mr Doug Franklin Trustee 2.0 X Mr Javier C Goizueta Trustee 1.0 X Mr Ernest LaMont Greer Trustee 2.0 X Mr James B Hannan Trustee 3.0 X Mr Phil Harrison Trustee 1.0 X Mr Edward S Heys Jr Trustee 3.0 X Mr Gregory C Kelly Trustee 1.0 X Mr Muhtar Kent Trustee 1.0 X Mr Philip I Kent Trustee 1.0 X Mr William F Kimble Trustee 1.0 X Mr Christopher W Klaus Trustee 1.0 X Mr Kerry W Kohnen Trustee 1.0 X Mr Kurt P Kuehn Trustee 1.0 X Mrs Jane D Lanier Trustee 1.0 X Mr Jonathan LeCompte Trustee 2.0 X Mr Bertram L Levy Trustee 2.0 X Mr Charles S Mann Trustee 3.0 X Mr Larry Mark Trustee 3.0 X Mr Christopher C Marquardt Trustee 1.0 X Mr Philip R Martens Trustee 1.0 X Mrs Carolyn C McClatchey Trustee 2.0 X Mr Frank S McGaughey III Trustee 3.0 X Mrs Penny McPhee Trustee 2.0 X Mr Edward Meyers Trustee 1.0 X Mr Allen W Nelson Trustee 2.0 X Mr Thomas E Noonan Trustee 1.0 X Mr Galen L Oelkers Trustee 3.0 X Mr Howard Palefsky Trustee 3.0 X Mr William Pate Trustee 2.0 X Mr Solon Patterson Trustee 3.0 X Mr Gary Price Trustee 3.0 X Mr Daniel D Reardon Trustee 2.0 X Ms Margaret C Reiser Trustee 1.0 X Mr Joe W Rogers Jr Trustee 1.0 X Mr William H Rogers Jr Trustee 3.0 X Mrs Teya Ryan Trustee 1.0 X Mr S Stephen Selig III Trustee 2.0 X Mr Richard D Shirk Trustee 3.0 X Mr John W Somerhalder II Trustee 2.0 X Mr Brant Standridge Trustee 2.0 X Mr Loren M Starr Trustee 3.0 X Dr Claire E Sterk PhD Trustee 1.0 X Mr G Kimbrough Taylor Jr Trustee 3.0 X Mrs Geri P Thomas Trustee 2.0 X Mr Paul E Viera Trustee 3.0 X Mr D Richard Williams Trustee 3.0 X Mr Reade Fahs Governing Board - Alliance The 3.0 X Dr Elizabeth Kiss Governing Board - Education Co 3.0 X Mr Edward H Bastian Trustee 1.0 X Mrs J Veronica Biggins Trustee 1.0 X Mr Kenny Blank Trustee 1.0 X Ms Anna Cablik Trustee 1.0 X Mr Martin L Flanagan Trustee 1.0 X Mrs Laurie Ann Goldman Trustee 1.0 X Mr Michael E Hollingsworth II Trustee 1.0 X Mr Steve Koonin Trustee 1.0 X Mr William H Linginfelter Trustee 1.0 X Mrs Hala Moddelmog Trustee 1.0 X Mr Shyam K Reddy Trustee 1.0 X Mr William J Taggart Trustee 1.0 X Mr Reggie Walker Trustee 1.0 X Mrs Camille Kesler Trustee 1.0 X VIRGINIA A HEPNER PRESIDENT 40.0 X 439443 12812 NOEL BARNES EXECUTIVE VP & CFO 40.0 X 96164 2040 STEPHEN MERZ EXECUTIVE VP & CFO 40.0 X 123656 21309 STANLEY ROMANSTEIN PRESIDENT AND CEO - ASO 40.0 X 414711 30512 SUSAN BOOTH ARTISTIC DIRECTOR-ALLIANCE 40.0 X 313810 29985 MICHAEL SHAPIRO DIRECTOR-HIGH MUSEUM OF ART 40.0 X 556645 127973 ROBERT SPANO MUSIC DIRECTOR 40.0 X 576386 26280 TARA PERRY VP FOR STRATEGY & OPERATIONS 40.0 X 296021 16503 DON FOX VP FOR BUSINESS DEVELOPMENT 40.0 X 266172 30289 PHILIP VERRE DEPUTY DIRECTOR - HIGH MUSEUM 40.0 X 264016 36173 CLAYTON SCHELL GM CHASTAIN ATLANTA SYMPHONY 40.0 X 259313 0 27786 3606337 0 361662 47 false true false PHISH INC C/O PO BOX 1467 CHARLOTTESVILLE VA 22902 Artist fees 1123742 NEWBRIDGE MANAGEMENT LLC 1720 PEACHTREE STREET SUITE 425N ATLANTA GA 30309 CONSULTANTS 961550 JONES DAY 1420 PEACHTREE STREET NE SUITE 80 ATLANTA GA 30309 LEGAL SERVICES 785255 SECURITAS SECURITY SERVICEs usa in po box 403412 ATLANTA GA 30384 SECURITY 765715 DLB ASSOCIATES CONSULTING ENGINEERS 265 INDUSTRIAL WAY WEST EATONTOWN NJ 07724 ENGINEERS 725416 66 X 3723446 2361279 546513 37595713 2742249 44226951 PERFORMANCE ARTS TICKETS 711190 19313579 19313579 EDUC. PROGRAMS FEES 711190 1822709 1822709 PARKING REVENUE 711190 2342048 2312275 29773 MUSEUM EXHIBITIONS 711190 2024465 2024465 GENERAL ADMIN 711190 199560 199560 5821181 5821181 31523542 2754735 -7635 2762370 0 201749 201749 1518755 321638 1197117 0 1197117 1030349 166768 193804959 24250000 173410989 22286667 20393970 1963333 22357303 1823860 20533443 2431362 2361279 1842790 588572 588572 0 4168327 1761761 2406566 1097411 1309155 0 105256535 32591180 4185502 24252902 X 0 0 0 0 2090246 237936 1272907 579403 0 33238713 27508938 3176058 2553717 1429629 996014 396109 37506 3727553 2421985 1219256 86312 2613771 2129019 277232 207520 1000475 442438 459301 98736 791410 51702 732906 6802 329974 329974 1580 1580 1370549 1370549 991000 842350 148650 10974675 10416311 542907 15457 3611837 3262579 145812 203446 3106627 1043427 1421386 641814 515366 417903 88066 9397 340033 275152 64881 4586437 3558304 1028133 1702864 1541287 90648 70929 0 520207 133363 108976 277868 7587379 6365801 1221578 0 9334088 7689127 1644961 1255232 292552 962680 SET DESIGN COSTS 12654338 12492399 161939 EXHIBITION EXPENSE 4226515 3927145 299370 IMPAIRMENT OF ASO PROPERTY 15523176 15523176 123523674 101568908 15494360 6460406 18281893 29624106 0 0 15398630 15483420 8514564 5557932 0 0 0 0 0 0 853673 862635 5391901 6083956 297951135 117814470 202196205 180136665 272378014 282507250 127051821 140833204 0 0 0 0 36564595 24606904 686631296 685696072 46964877 39817086 0 0 14328554 15886654 188260000 188260000 0 0 0 0 0 0 0 0 0 0 249553431 243963740 X 103227725 126576169 128958958 106765904 204891182 208390259 437077865 441732332 686631296 685696072 X -18267139 17185387 4068446 1667773 X false true X true false X 52805383 42838689 54160673 43243564 44226951 237275260 0 0 52805383 42838689 54160673 43243564 44226951 237275260 24721076 212554184 8231481 6560963 6495750 3740333 3130887 28159414 0 0 0 265434674 72158818 0.80078 0.77389 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 44438 false false 44438 false LINE 1G LOBBYING EXPENDITURES IN AN EFFORT TO INCREASE ARTS FUNDING IN THE STATE OF GEORGIA. X X X X false 290492354 5838668 31675007 32320765 295685264 265665278 2177075 36308601 13658600 290492354 285700930 923239 -6890718 14068173 265665278 250866950 2648301 46642383 14456704 285700930 228309201 4126779 33298527 14867557 250866950 0.08000 0.63000 0.29000 true false 10526166 10526166 260602990 99156060 161446930 22259608 15689122 6570486 4562371 2969288 1593083 180136665 HEDGE FUNDS 116478256 F PRIVATE EQUITY FUNDS 9301642 F DISTRESSED OPPORTUNITY FUNDS 2801451 F EMERGING MARKETS 1879037 F SENIOR DIRECT LOAN FUNDS 2229363 F REAL ESTATE FUNDS 6235325 F SD&A TELESERVICES, INC 1908130 140833204 0 0 X PT III, LINE 1A The Museums collections comprise more than 14,000 objects and works of art. The collections are maintained for public exhibition, education and research in furtherance of public service rather than for financial gain and are considered to have cultural, aesthetic or historical value worth preserving perpetually. In conformity with accounting practices generally followed by art museums, the value of the Museums collections has been excluded from the consolidated statements of financial position. Contributions for purchases of art objects are recorded as increases in net assets and purchases of art objects are recorded as decreases in net assets in the consolidated statements of activities. Proceeds received from the deaccession of works of art are used to purchase other works of art. Proceeds from deaccessions of works of art were $645,801 and $417,926 for the years ended May 31, 2014 and 2013, respectively. These amounts are included in temporarily restricted contributions on the consolidated statements of activities. Part III, Line 4 The high musuem of art has more than 14,000 objects and works of art in its permanent collection, an extensive anthology of 19th and 20th century american and decorative art, significant holdings of european paintings, a growing collection of african-american art, and a burgeoning collection of modern, contemporary, and african art. the high is dedicated to supporting and collecting works by southern artists, and is distinguished as the only major museum in North America to have a curatorial department specifically devoted to the field of folk and self-taught art. Part V, Line 4 Endowment funds are available for use in operational support and organizational growth. Part X, Line 2 The Arts Center is a nonprofit organization for the cultural arts, exempt from income taxation under the provisions of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Unrelated business income was generated from the sale of certain property during the year ended May 31, 2014. Applicable income taxes of approximately $400,000 are provided for in the accompanying consolidated financial statements. In addition, the Arts Center has a wholly owned subsidiary, SD&A Teleservices, Inc., that pays income taxes based on reported income before income taxes. Deferred income taxes reflect the effect of temporary differences between asset and liability amounts that are recognized for financial reporting purposes and the amounts that are recognized for income tax purposes. SD&A had an income tax expense (benefit) for the years ended May 31, 2014 and 2013 of approximately ($117,000) and $206,000, respectively. ASC 740, Accounting for Uncertainty in Income Taxes, establishes the criterion that an individual tax position has to meet for some or all of the benefits of that position to be recognized in the Arts Center's consolidated financial statements. Under ASC 740, the Arts Center is required to determine that the relevant tax authority would more likely than not sustain its tax position following an IRS audit. The Arts Center adopted the provisions of ASC 740 effective August 1, 2007, and has applied this criterion to all tax positions for which the statute of limitations remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal 2010 through 2014. The Arts Center has determined that its material tax positions satisfy the more likely than not criterion and that no provision for income taxes was required at May 31, 2014 and 2013, for uncertain tax positions. X X X X X X X true COXE CURRY ASSOCIATES CAMPAIGN CONSULT false 8313123 523566 7789557 DANILLER AND COMPANY CAMPAIGN CONSULT false 1581751 147716 1434035 TRANSFORMATIONAL DEVELOPMENT TELEFUNDING false 91621 TAYLAR DEVELOPMENT TELEFUNDING false 339401 127381 212020 SDA TELESERVICES TELEFUNDING false 343560 221557 122003 DIRECT RESOURCE GROUP CONSULTING false 567818 287084 280734 11145653 1398925 9838349 GA HIGH MUSEUM WIN 2315190 1234837 1080353 354032 136749 23254 326465 SHOW HOUSES 1173319 560178 613141 203890 62373 88449 126339 5 1304132 566264 737868 172584 175760 46799 126096 4792641 2361279 2431362 730506 374882 158502 578900 1842790 588572 X X X X true true X X X X X X true true false false false false false true false VIRGINIA A HEPNER PRESIDENT 366443 73000 12812 452255 STANLEY ROMANSTEIN PRESIDENT AND CEO - ASO 313985 65000 35726 15992 14520 445223 SUSAN BOOTH ARTISTIC DIRECTOR-ALLIANCE 313810 25325 4660 343795 MICHAEL SHAPIRO DIRECTOR-HIGH MUSEUM OF ART 554672 1973 123031 4942 684618 ROBERT SPANO MUSIC DIRECTOR 576386 21075 5205 602666 TARA PERRY VP FOR STRATEGY & OPERATIONS 126071 169950 16503 312524 DON FOX VP FOR BUSINESS DEVELOPMENT 266172 20864 9425 296461 PHILIP VERRE DEPUTY DIRECTOR - HIGH MUSEUM 264016 29810 6363 300189 CLAYTON SCHELL GM CHASTAIN ATLANTA SYMPHONY 234313 0 25000 18361 9425 287099 0 PART I, LINE 4A Individuals who served AS OFFICERS FOR PART OF THE YEAR RECEIVED SEVERANCE PAYMENTS AFTER THEIR EMPLOYMENT ENDED. PART 1, LINE 7 OFFICERS AND OTHER MANAGEMENT PERSONNEL ARE ELIGIBLE TO PARTICIPATE IN BONUSES. PART I, LINE 4B The arts center maintains a nonqualified plan for certain management personnel. Total expense for 2013 was $89,856. A DEVELOPMENT AUTHORITY OF DEKALB COUNTY 581500666 240463JG5 2009-09-24 5343160 REFUND 2/1/02 false false false B DEVELOPMENT AUTHORITY OF FULTON COUNTY 581639487 359900ZQ3 2009-09-24 125692191 REFUND 2/1/02, 4/28/04, 1/16/08 false false false C DEVELOPMENT AUTHORITY OF FULTON COUNTY 581639487 359900ZL4 2009-09-24 65000000 REFUND 2/1/02 false false false A 0 0 5343160 261750 0 0 91410 0 0 0 4990000 0 true false true true B 0 0 125692191 5901250 0 0 1425941 0 0 0 118365000 0 true false true true C 0 0 65000000 0 0 0 520605 274395 0 0 64205000 0 true false true true A false true true true false 0.06350 0.00580 0.06930 false false false true B false true true true false 0.06350 0.00580 0.06930 false false false true C false true true true false 0.06350 0.00580 0.06930 false true 0.07864 true true A false true true false false 0 false 0 false true B false true true false false 0 false 0 false true C false true true true false 0 false 0 false true A true B true C true Part III, Line 4 & 5 Issues A, B, and C were a single issue for federal income tax purposes and therefore, the responses to Part III, lines 4 and 5 reflect percentages for the composite issue. In addition, Woodruff Arts Center's post-issuance compliance program identified a contract related to a bond-financed parking garage that did not meet a safe harbor under Rev. Proc. 97-13. The contract accounted for the majority of the reported private use and is being corrected. Based on an analysis conducted pursuant to its post-issuance compliance program, Woodruff Arts Center expects that it will be able to blend down the private use such that the bonds will comply with the permitted 5% limit on private use well before the end of the private use measurement period for the Bonds. Part III, Line 8 With respect to Part III, lines 8(a)-(c), a portion of the property financed with the bonds issued by the Development Authority of Fulton County and described in column C of this Schedule K was sold on May 2, 2014. The portion of the bond proceeds expended on the property sold represented 7.8644% of the proceeds of the bonds described in columns A-C on this Schedule K (which were all treated as a single issue of obligations for purposes of Section 103 and Sections 141-150 of the Internal Revenue Code). On June 6, 2014, $15,420,000 of the bonds shown in column C, or 7.8659% of the aggregate bonds shown in columns A-C on this Schedule K were redeemed as a remedial action. Part IV, Line 2 Rebate computation performed September 24, 2014. Paul Bowers Trustee 2062458 Utility Provider false Kerry Kohnen trustee 1631934 Heathcare Provider false Geri Thomas trustee 3047107 Banking Services false William Rogers Trustee 2590906 Banking Services false Lawrence L GELLERSTEDT III TRUSTEE 220480 LAND ACQUISITION false PART IV SEVERAL TRUSTEES SERVE AS OFFICERS AT COMPANIES WITH WHICH WOODRUFF ARTS CENTER, INC. HAS A VENDOR RELATIONSHIP. BECAUSE OF THE SIZE OF TRANSACTIONS BETWEEN THESE VENDORS AND WOODRUFF ARTS CENTER, INC. DURING THE FISCAL YEAR, THESE TRUSTEES ARE REPORTED AS INTERESTED PERSONS. PAUL BOWERS, PRESIDENT & CEO - GEORGIA POWER COMPANY KERRY KOHNEN, PRESIDENT - KAISER PERMANENTE OF GA GERI THOMAS, GEORGIA MARKET PRESIDENT - BANK OF AMERICA WILLIAM ROGERS, CHAIRMAN & CEO - SUNTRUST Lawrence L. GELLERSTEDT, III, PRESIDENT AND CEO - COUSINS PROPERTIES X 47 0 X 90 2571309 STOCK QUOTE X THEATRICAL SUPPLIES 1 39806 fmv X WINE DONATIONS 110 131134 FMV 21 false true false Sch M, Line 1 UNDER SFAS 116, THE ORGANZATION DOES NOT REPORT REVENUES FOR ARTWORK AND COLLECTIONS RECEIVED ON ITS FINANCIAL STATEMENTS AS REPORTED ON LINE 1 OF SCHEDULE M. Sch M, Line 33 Donated works of art include painting, sculptures, prints, ceramics, decorative arts, and photography. Column B - the organization is reporting the number of contributions, not the number of items contributed. Pt III, Line 4D ARTS FOR LEARNING (FORMERLY YOUNG AUDIENCES), WOODRUFF ARTS CENTER: THE MISSION OF ARTS FOR LEARNING, WOODRUFF ARTS CENTER IS TO TRANSFORM THE LIVES AND LEARNING OF YOUNG PEOPLE THROUGH THE ARTS. ARTS FOR LEARNING IS GEORGIA'S LEADING PROVIDER OF EDUCATIONAL ARTS PROGRAMS FOR PRE-K THROUGH HIGH SCHOOL STUDENTS AND ONE OF 30 AFFILIATES OF YOUNG AUDIENCES, INC., THE NATION'S LARGEST SOURCE FOR ARTS-IN-EDUCATION SERVICES. FOUNDED IN 1983 WITH JUST NINE ARTISTS, ARTS FOR LEARNING HAS GROWN TO AN ORGANIZATION OFFERING 200 DISTINCT PROGRAMS PRESENTED BY A ROSTER OF MORE THAN 50 PROFESSIONAL ARTISTS AND ENSEMBLES. OUR PROGRAMS ARE DESIGNED TO BROADEN STUDENTS' UNDERSTANDING AND APPRECIATION OF AUTHENTIC ART FORMS, ENGAGE THEM IN THE CREATIVE PROCESS, AND LINK THEIR LEARNING TO OTHER AREAS OF THE CURRICULUM. OUR ASSEMBLY PERFORMANCES, WORKSHOPS, AND RESIDENCES ENCOMPASS A WIDE VARIETY OF ART FORMS, GENRES, AND CULTURAL TRADITIONS IN THE VISUAL, PERFORMING, AND LITERARY ARTS AND WE SERVE MORE THAN 200,000 GEORGIA STUDENTS ANNUALLY FROM MORE THAN 75 COUNTIES ACROSS THE STATE. Pt VI, Line 3 NEWBRIDGE MANAGEMENT, LLC PROVIDED FINANCIAL AND OTHER MANAGEMENT SERVICES TO woodruff ARTS CENTER. DUTIES INCLUDED STAFFING THE ROLE OF CFO DURING A TRANSITION PERIOD. THIS ENTAILED SUPERVISING FINANCE AND IT STAFF AND CONSULTING WITH THE PRESIDENT AND CEO CONCERNING EMPLOYMENT DECISIONS IN THESE DEPARTMENTS. ADDITIONAL DUTIES INCLUDED EVALUATING AND UPDATING POLICIES IN THE FINANCE AND IT DEPARTMENTS TO IMPROVE FINANCIAL, OPERATIONAL, DATA SECURITY, INFORMATION TECHNOLOGY AND INTERNAL CONTROLS. AS REQUESTED, THE CFO WAS RESPONSIBLE FOR DEVELOPING AND EXECUTING POLICIES TO IMPROVE OPERATIONAL EFFiCIENCIES IN OTHER AREAS AS WELL. NEWBRIDGE MANAGEMENT ALSO PROVIDED AN INTERIM CONTROLLER TO ASSIST THE CFO AS NEEDED. Pt VI, Line 11a THE FORM 990 IS COMPLETED ANNUALLY AND COPIES ARE PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AS WELL AS THE PRESIDENT/CEO OF THE ORGANIZATION. THE DRAFT 990 IS ALSO PRESENTED TO The GOVERNING BOARD AND THE AUDIT COMMITTEE, WHICH HAS THE OPPORTUNITY TO ASK QUESTIONS, AND PROVIDE FEEDBACK OR COMMENTS WHICH ARE ADDRESSED AS NECESSARY. A COPY OF THE APPROVED, SIGNED FORM 990 IS PROVIDED TO ALL OFFICERS, DIRECTORS, AND TRUSTEES BEFORE THE RETURN IS FILED. Pt VI, Line 12C Robert W. Woodruff Arts Center, Inc. (the "Arts Center") maintains a "Conflict of Interest Policy", originally adopted by the Board of Trustees in 1995, as amended thereafter (the "Policy"). This policy applies to all Art Center trustees, officers and employees, as well as other Arts Center representatives. The Policy is intended to prevent the Arts Center from engaging with related persons in transactions which are impermissible or improper under Georgia nonprofit corporation law or Federal tax law (although the Policy is more expansive than these laws.) The key definitions under the Policy are "Insider, "Family Member," and "Related Party." The Policy is reviewed and updated (if necessary) on an annual basis. The updated document is then distributed to the Audit Committee for review and approval. A copy of the policy and a related questionnaire is then distributed ANNUALLY to all Arts Center Trustees, officers and senior management, as well as other Arts Center representatives. Once responses are obtained, they are reviewed and results compiled, including a list of potential conflicts to be reviewed by the Audit Committee and Management. The Audit Committee will determine whether a business or financial relationship involving a trustee or officer should be entered into or continued. In the case of any such relationship involving a trustee, such a determination shall be set forth in a written report of the Audit Committee, signed by the Chairman and a majority of the Committee, and provided to the Board of Trustees. If the governing board or committee has reasonable cause to believe a trustee, officer, employee, or other representative has failed to disclose actual or possible conflicts of interest, it shall inform the Individual of the basis for such belief and allow him/her an opportunity to explain the alleged failure to disclose. If, after hearing the response and after making further investigation as warranted by the circumstances, the governing board or committee determines the trustee, officer, employee, or other representative has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Pt VI, Line 15 The determination of compensation for the officers and other key employees is the responsibility of the BOARD OF DIRECTORS OF THE Robert W. Woodruff Arts Center, Inc. which has delegated this to the Compensation Committee. The Compensation Committee is composed of INDEPENDENT board members whose responsibilities include, in part, the review and approval of the compensation for the officers and key employees. The compensation agreements deliberated by the Committee are determined based on comparable data which is documented in the records of the Committee's work. Such documentation is meant to meet or exceed the requirements which would satisfy the rebuttable presumption criteria under the intermediate sanctions language of the IRS. As the composition of the Compensation Committee is comprised exclusively of Board members, each Board member completes a conflict of interest statement which is reviewed by the Center's management prior to the completion and filing of the return. Pt VI, Line 19 Governing documents for the Robert W. Woodruff Arts Center, Inc. are registered with the State of Georgia. Conflict of interest policy and financial statements are available upon request. Pt IX, Line 11g Line 11g is in excess of 10% of total Functional Expense 9,489,207 - Atlanta Symphony Orchestra - Guest Artist Fees & Other Professional Services 734,055 - Alliance Theatre - Guest Artist Fees & Other Professional Services 713,693 - High Museum of Art - Exhibitions Related Professional Services 37,720 - Arts for Learning- Guest Artist Fees & Other Professional Services Pt XI, Line 9 Other changes in net assets or fund balance 935,830 Change in split interest agreements 17,703 Change in minimum pension liability 857,430 Change in value interest rate swap (143,190) income from subsidiary corporation __________ 1,667,773 CHASTAIN VENTURES 1280 PEACHTREE STREET NE ATLANTA GA 30309 581930917 MUSICAL PERFORMAN GA NA B 50 50 true 0.50000 SD&A teleservices inc 5757 west century blvd los angeles CA 90045 200883414 telemarketing GA na c corp 13550686 3510531 1.00000 true E P McBurney Trust 303 peachtree street atlanta GA 30308 586029235 TRUST-INVESTING GA SUNTRUST TRUST 49284 1339528 1.00000 false E P MCBURNEY TRUST 303 PEACHTREE STREET ATLANTA GA 30308 586029260 TRUST-INVESTING GA SUNTRUST TRUST 292972 7979144 1.00000 false LUCY CLAIR HARRIS TRUST one west 4th street winstonsalem NC 27101 586163824 TRUST-INVESTING GA WELLS FARGO TRUST 5600 171553 1.00000 false Charitable Reminder trust (4) 999999999 trust investing GA various trust false ENCORE PARK FOR THE ARTS INC 1280 PEACHTREE STREET NE ATLANTA GA 30309 161661377 FUNDRAISING GA N/A C CORP 0 0 0.00000 false false false false false false false false false false true true false true false false false false false false sd&a teleservices inc J 6700 cash Chastain Ventures K 379974 cash sd&A teleservices inc M 221557 cash