2015-02-02T15:00:45-06:00 2014-06-30 592831281 CALER DONTEN LEVINE ET AL PA 505 SOUTH FLAGLER DR 900 WEST PALM BEACH FL 334015948 990 2013-07-01 650985652 MALTZ JUPITER THEATRE INC MALT 5617432666 1001 E INDIANTOWN ROAD JUPITER FL 33477 ANDREW KATO PRODUCING ARTISTIC DIRECTOR 5617432666 2015-02-02 1 THOMAS A PENCE JR P00141013 5618329292 2013 2016-04-25 22:37:26Z ANDREW KATO 1001 E INDIANTOWN ROAD JUPITER FL 33477 7113084 0 X WWW.JUPITERTHEATRE.ORG X 2000 FL THE THEATRE IS A PROFESSIONAL REGIONAL THEATRE DEDICATED TO THE PERFORMING ARTS, WHOSE MISSION IS TO ENTERTAIN, EDUCATE AND INSPIRE THE COMMUNITY. 25 25 161 480 0 0 4442872 2160947 3305341 3777372 133566 -253378 167370 253900 8049149 5938841 0 0 0 0 2405021 2799314 0 0 488366 2952546 3349007 5357567 6148321 2691582 -209480 17095670 17464949 9024306 9495255 8071364 7969694 THE THEATRE IS A PROFESSIONAL REGIONAL THEATRE DEDICATED TO THE PERFORMING ARTS, WHOSE MISSION IS TO ENTERTAIN, EDUCATE AND INSPIRE THE COMMUNITY. THE THEATRE ALSO HOUSES ITS CONSERVATORY OF THE PERFORMING ARTS WHICH PROVIDES EDUCATION TO THEATER STUDENTS. 0 0 3934452 3777372 LIVE THEATRE PRODUCTIONS TO ENHANCE PRESENCE OF ART IN THE REGION. IN ADDITION EDUCATIONAL AND OTHER DEVELOPMENTAL PROGRAMMING FOR THE BENEFIT OF THE GENERAL PUBLIC. 3934452 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 89 0 161 1 0 0 0 0 1 1 1 1 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X MARIE DREHER 5617432666 1001 EAST INDIANTOWN ROAD JUPITER FL 33477 RICHARD L BAROVICK DIRECTOR 1.00 X 0 0 0 MARTIN COHEN CHAIRMAN 1.00 X X 0 0 0 JOHN D COURIS DIRECTOR 1.00 X 0 0 0 EILEEN DALY DIRECTOR 1.00 X 0 0 0 DEBRA A ELMORE TREASURER 1.00 X X 0 0 0 PAUL A GOLDNER DIRECTOR 1.00 X 0 0 0 ROBERTA E GOLUB DIRECTOR 1.00 X 0 0 0 ROE GREEN DIRECTOR 1.00 X 0 0 0 RODGER H HESS DIRECTOR 1.00 X 0 0 0 SUSAN L JOHNSON DIRECTOR 1.00 X 0 0 0 RICHARD J KATZ JR DIRECTOR 1.00 X 0 0 0 MILTON MALTZ CHAIRMAN EMERITUS 1.00 X 0 0 0 TAMAR MALTZ DIRECTOR 1.00 X 0 0 0 KAREN MARCUS DIRECTOR 1.00 X 0 0 0 ELIZABETH NEUHOFF DIRECTOR 1.00 X 0 0 0 BONNIE OSHER DIRECTOR 1.00 X 0 0 0 JAMES RATCHFORD DIRECTOR 1.00 X 0 0 0 RALPH SALTZMAN DIRECTOR 1.00 X 0 0 0 ROBIN B SMITH DIRECTOR 1.00 X 0 0 0 SUSAN NAMM SPENCER DIRECTOR 1.00 X 0 0 0 SALLY STILL SECRETARY 1.00 X X 0 0 0 SALVATORE A TIANO DIRECTOR 1.00 X 0 0 0 DEE TOPOL DIRECTOR 1.00 X 0 0 0 MICHAEL WALDRON DIRECTOR 1.00 X 0 0 0 JEFFREY P WHITE DIRECTOR 1.00 X 0 0 0 ANDREW KATO PRODUCING ARTISTIC DIRECTOR 40.00 X 192352 0 5818 TRICIA TRIMBLE MANAGING DIRECTOR 40.00 X 146179 0 4385 338531 0 10203 2 0 1 0 0 578172 208362 1374413 66010 2160947 TICKET SALES 711110 3420733 3420733 CHILDRENS THEATRE INCOME 711110 356639 356639 3777372 183040 183040 11000 19184 0 0 11000 19184 30184 30184 506741 523089 420070 -16348 -420070 -436418 -436418 208311 578172 231084 -22773 -22773 CONCESSIONS AND SPONSORSHIPS 711110 246489 246489 246489 5938841 4023861 0 -245967 X 357657 184281 130141 43235 2064838 1063895 751333 249610 31249 7812 18124 5313 187067 46767 108499 31801 158503 36446 98629 23428 12393 12393 20409 20409 671970 614596 55224 2150 283081 283081 230899 37139 193760 21406 21406 349000 349000 102240 57482 44758 104426 98061 2264 4101 2237 830 1407 265422 212337 53085 339999 237999 68001 33999 91164 72932 9116 9116 SCENERY, COSTUMES AND P 235066 235066 MISCELLANEOUS 150822 73762 77060 HOUSING & LOCAL TRANSPO 143397 143397 OTHER PROGRAM EXPENSES 92555 11303 81252 232521 168266 59894 4361 6148321 3934452 1725503 488366 2288320 605940 1019173 1391924 1190468 932636 32160 0 1687 4273 68609 83595 11504731 2069576 7890240 9435155 4352421 4806513 252592 204913 17095670 17464949 120017 146556 1712447 1981127 7191342 7336020 500 31552 9024306 9495255 X 4702397 6275984 2725955 960695 643012 733015 8071364 7969694 17095670 17464949 X -209480 287284 -179474 X 0 1 X 1 0 X 1781760 1570982 2524153 4442872 2160947 12480714 2716007 2932589 3110222 3305341 3777372 15841531 4497767 4503571 5634375 7748213 5938319 28322245 455000 205000 70000 50000 568848 1348848 73686 2309 928091 1004086 528686 207309 998091 50000 568848 2352934 25969311 101419 85129 113059 115683 183040 598330 101419 85129 113059 115683 183040 598330 118314 400196 437179 461260 246489 1663438 4717500 4988896 6184613 8325156 6367848 30584013 0.84910 0.83720 0.01960 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 643012 90003 733015 618473 24539 643012 609834 8639 618473 544788 9000 94989 38943 609834 560828 12500 -26463 2077 544788 1.00000 0 0 1850000 1850000 8764166 1645252 7118914 890565 424324 466241 9435155 CERTIFICATES OF DEPOSITS AND SAVINGS 440352 F CORPORATE DEBT SECURITIES 1003607 F MUTUAL FUNDS 1735550 F STOCKS & EXCHANGE-TRADED INDEX FUNDS 1627004 F 4806513 DEPOSITS 31552 31552 X 6277735 287284 51610 338894 5938841 0 5938841 6379405 231084 231084 6148321 0 6148321 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 231,084. NET UNREALIZED LOSS ON INTEREST RATE SWAP -179,474. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 231,084. THEATRE GALA 647983 479572 168411 130543 11299 89242 CONCERT 138500 98600 39900 786483 578172 208311 130543 11299 89242 231084 -22773 X X X 0 0 0 0 0 0 0 0 0 ANDREW KATO PRODUCING ARTISTIC DIRECTOR 185916 0 6436 0 0 0 5818 0 0 0 198170 0 0 0 TRICIA TRIMBLE MANAGING DIRECTOR 141141 0 5038 0 0 0 4385 0 0 0 150564 0 0 0 X 8 66010 STOCK EXCHANGE 0 0 1 PART I, LINE 32B: ANY NON-CASH CONTRIBUTIONS OF MARKETABLE SECURITIES ARE DELIVERED TO THE ORGANIZATIONS INVESTMENT ADVISORS TO DETERMINE WHETHER THE SECURITIES SHOULD BE HELD OR SOLD. IF BEING SOLD, THE INVESTMENT ADVISORS HANDLE THE TRANSACTION. FORM 990, PART VI, SECTION A, LINE 2 MR. & MRS. MALTZ ARE BOTH BOARD MEMBERS. FURTHER, SOME OF THE BOARD MEMBERS USE ANOTHER BOARD MEMBER AS THEIR INVESTMENT ADVISOR AND THEREFORE, HAS A BUSINESS RELATIONSHIP WITH THEM. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ON A REGULAR BASIS, ALL INTERESTED PARTIES ARE TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST DIRECTLY TO THE BOARD OF DIRECTORS OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED AUTHORITY. FURTHER, ON A PERIODIC BASIS A REVIEW IS PERFORMED TO CONFIRM THAT THE THEATRE'S WRITTEN POLICIES ARE BEING FOLLOWED IN ORDER TO ENSURE THAT THE THEATRE OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ANY ACTIVITY THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION C, LINE 19 THE THEATRE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 614,596. MANAGEMENT AND GENERAL EXPENSES 55,224. FUNDRAISING EXPENSES 2,150. TOTAL EXPENSES 671,970. FORM 990, PART XI, LINE 9: NET UNREALIZED LOSS ON INTEREST RATE SWAP -179,474. MALTZ JUPITER THEATRE ENDOWMENT INC 1001 E INDIANTOWN ROAD JUPITER FL 33477 274910353 COLLECT AND MAINTAIN ENDOWMENT FUNDS FL 501(C)(3) LINE 7 MALTZ JUPITER THEATRE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0