AMERICAN CONSERVATORY THEATRE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN CONSERVATORY THEATRE FOUNDATION (EIN 94-6135772)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-25
- IRS object ID
- 201401159349300720
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-25T13:23:08-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946135772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATRE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 4158343200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GRANT AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON SEIFER | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 4158343200 | Phone |
| Date Signed | 2014-03-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOUA V LO | Name |
| PTIN | P01225144 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELLEN RICHARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GRANT AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22146248 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ACT-SF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | A.C.T. NURTURES THE ART OF LIVE THEATER THROUGH DYNAMIC PRODUCTIONS, INTENSIVE ACTOR TRAINING IN ITS CONSERVATORY, AND AN ONGOING DIALOGUE WITH ITS COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 625 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 41129 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 29296 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10129162 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6753007 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11275336 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12416424 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92313 | InvestmentIncomePriorYear |
| Investment Income Current Year | 415736 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 486074 | OtherRevenuePriorYear |
| Other Revenue Current Year | 531022 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21982885 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20116189 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 315779 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 334463 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11754632 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11660286 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 11982 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 54637 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1085583 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7287343 | OtherExpensePriorYear |
| Other Expenses Current Year | 7835946 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19369736 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19885332 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2613149 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 230857 | RevenuesLessExpensesCY |
| Total Assets BOY | 46251743 | TotalAssetsBOY |
| Total Assets EOY | 49480966 | TotalAssetsEOY |
| Total Liabilities BOY | 6473130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7739594 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39778613 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41741372 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PRODUCTION OF THEATER AND ACTOR TRAINING. AMERICAN CONSERVATORY THEATER NURTURES THE ART OF LIVE THEATER THROUGH DYNAMIC PRODUCTIONS, INTENSIVE ACTOR TRAINING IN ITS CONSERVATORY, AND AN ONGOING DIALOGUE WITH ITS COMMUNITY. UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR CAREY PERLOFF AND EXECUTIVE DIRECTOR ELLEN RICHARD, A.C.T. EMBRACES ITS RESPONSIBILITY TO CONSERVE, RENEW, AND REINVENT THE RICH THEATRICAL TRADITIONS THAT ARE OUR COLLECTIVE LEGACY, WHILE EXPLORING NEW ARTISTIC FORMS AND NEW COMMUNITIES. A COMMITMENT TO THE HIGHEST STANDARDS INFORMS EVERY ASPECT OF A.C.T.'S CREATIVE WORK. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13494217 | Expense |
| Grants | 0 | Grants |
| Revenue | 10772222 | Revenue |
| Description | A.C.T. IS NATIONALLY RECOGNIZED FOR ITS GROUNDBREAKING PRODUCTIONS OF CLASSICAL WORKS AND BOLD EXPLORATIONS OF CONTEMPORARY PLAYWRITING. SINCE THE REOPENING OF THE AMERICAN CONSERVATORY THEATER (FORMERLY THE GEARY) IN 1996, A.C.T. HAS ENJOYED A REMARKABLE PERIOD OF AUDIENCE EXPANSION AND RENEWED FINANCIAL STABILITY. THE COMPANY CONTINUES TO PRODUCE CHALLENGING THEATER IN THE RICH CONTEXT OF SYMPOSIA, AUDIENCE DISCUSSIONS, AND COMMUNITY INTERACTION. (286 PERFORMANCES) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3144162 | Expense |
| Grants | 334463 | Grants |
| Revenue | 1644202 | Revenue |
| Description | THE CONSERVATORY, LED BY MELISSA SMITH, SERVES 3,000 STUDENTS EVERY YEAR. IT WAS THE FIRST ACTOR TRAINING PROGRAM IN THE UNITED STATES NOT AFFILIATED WITH A COLLEGE OR UNIVERSITY ACCREDITED TO AWARD A MASTER OF FINE ARTS DEGREE. DANNY GLOVER, ANNETTE BENING, DENZEL WASHINGTON, BENJAMIN BRATT, AND ANIKA NONI ROSE ARE AMONG THE CONSERVATORY'S DISTINGUISHED FORMER STUDENTS. WITH ITS COMMITMENT TO EXCELLENCE IN ACTOR TRAINING AND TO THE RELATIONSHIP BETWEEN TRAINING, PERFORMANCE, AND AUDIENCE, THE A.C.T. MASTER OF FINE ARTS PROGRAM HAS MOVED TO THE FOREFRONT OF AMERICA'S ACTOR TRAINING PROGRAMS, WHILE SERVING AS THE CREATIVE ENGINE OF THE COMPANY AT LARGE. (27 MFA STUDENTS AND 250 CLASSES/WORKSHOPS FOR PUBLIC) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16638379 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 210 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 625 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON SEIFER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4158343200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GRANT AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| NANCY LIVINGSTON | |||||||||
| CHAIR - BOARD OF TRUSTEES | 20.00 | 5.00 | X | X | 0 | 0 | 0 | ||
| RUSTY RUEFF | |||||||||
| PRESIDENT - BOARD OF TRUSTEES | 20.00 | 5.00 | X | X | 0 | 0 | 0 | ||
| CELESTE FORD | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 5.00 | X | X | 0 | 0 | 0 | |||
| JEFFREY W UBBEN | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 5.00 | X | X | 0 | 0 | 0 | |||
| PRISCILLA B GEESLIN | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 5.00 | X | X | 0 | 0 | 0 | |||
| LAWRENCE P VARELLAS | |||||||||
| TREASURER - BOARD OF TRUSTEES | 5.00 | 1.00 | X | X | 0 | 0 | 0 | ||
| LESLEY ANN CLEMENT | |||||||||
| SECRETARY - BOARD OF TRUSTEES | 5.00 | 1.00 | X | X | 0 | 0 | 0 | ||
| ELLEN RICHARD | |||||||||
| EXECUTIVE DIRECTOR & TRUSTEE | 50.00 | 10.00 | X | X | 282211 | 0 | 10220 | ||
| CAREY PERLOFF | |||||||||
| ARTISTIC DIRECTOR & TRUSTEE | 50.00 | X | X | 324684 | 0 | 18532 | |||
| ABBY SADIN SCHNAIR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANTONIO LUCIO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CARLIE WILMANS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAN ROSENBAUM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DANIEL E COHN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID IBNALE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID RIEMER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DIANA L STARCHER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DIANNE HOGE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD C SCHULTZ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANCOISE FLEISHHACKER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| HEATHER STALLINGS LITTLE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JACK CORTIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES LEVY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JEFF SPEARS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JENNIFER POVLITZ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JERI LYNN JOHNSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JO HURLEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JUDY ANDERSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KAATRI B GRIGG | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KEN FULK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KENT HARVEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KIRKE M HASSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LAILA TARRAF | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARILEE GARDNER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL DOVEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL NGUYEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| NOLA YEE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| OLYMPIA DUKAKIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PATRICK S THOMPSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV ALAN JONES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD T DAVIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT F FERGUSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SALLY ROSENBLATT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEVEN L SWIG | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JASON SEIFER | |||||||||
| DIRECTOR OF FINANCE | 50.00 | 10.00 | X | 142990 | 0 | 4598 | |||
| MELISSA SMITH | |||||||||
| CONSERVATORY DIRECTOR | 50.00 | 155986 | 0 | 10321 | X | ||||
| MATTHEW HENRY UNTIL 07152013 | |||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 127500 | 0 | 4598 | X | ||||
| DON-SCOTT COOPER | |||||||||
| GENERAL MANAGER | 50.00 | 136298 | 0 | 4598 | X | ||||
| THOMAS MORGAN | |||||||||
| I/T DIRECTOR | 50.00 | 133774 | 0 | 0 | X | ||||
| MIGUEL ONGPIN | |||||||||
| CARPENTER HEAD | 40.00 | 110130 | 0 | 23898 | X | ||||
| SUZANNA BAILEY | |||||||||
| SOUND HEAD | 40.00 | 108265 | 0 | 23493 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1521838 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 100258 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SKIDMORE OWINGS & MERRILL LLP | |||||
| ONE FRONT STREET | SAN FRANCISCO | CA | 94111 | ARCHITECTURAL SERVICES | 154160 |
| PLANT CONSTRUCTION COMPANY LP | |||||
| 300 NEWHALL STREET | SAN FRANCISCO | CA | 94124 | CONSTRUCTION SERVICES | 120111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 630000 | FundraisingEvents |
| Government Grants | 409570 | GovernmentGrants |
| All Other Contributions | 5713437 | AllOtherContributions |
| Noncash Contributions | 260054 | NoncashContributions |
| Total Contributions | 6753007 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| THEATER BOX OFFICE INC | 711110 | 10504011 | 10504011 |
| CONSERVATORY TUITION | 611310 | 1644202 | 1644202 |
| COSTUME RENTAL | 900099 | 229956 | 229956 |
| PROGRAM RELATED RENT | 900099 | 38255 | 38255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12416424 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176870 | TotalRevenueColumn |
| Unrelated Business Revenue | 41129 | UnrelatedBusinessRevenue |
| Exclusion | $135,741 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 307000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 353678 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -46678 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46678 | TotalRevenueColumn |
| Exclusion | -$46,678 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1584566 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1345700 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 238866 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 238866 | TotalRevenueColumn |
| Exclusion | $238,866 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 340456 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 630000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 330681 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9775 | TotalRevenueColumn |
| Exclusion | $9,775 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CONCESSIONS | 711110 | 263550 | $263,550 |
| PUBLICATIONS & MKTING | 711110 | 171758 | $171,758 |
| SPECIAL EVENT INCOME | 900099 | 10330 | $10,330 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 122287 | TotalRevenueColumn |
| Exclusion | $122,287 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 567925 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20116189 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12416424 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 41129 | UnrelatedBusinessRevenue |
| Exclusion | $905,629 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334463 | Total |
| Program Services | 334463 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912626 | Total |
| Program Services | 485919 | ProgramServices |
| Management And General | 426707 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8599754 | Total |
| Program Services | 6785013 | ProgramServices |
| Management And General | 1062820 | ManagementAndGeneral |
| Fundraising | 751921 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1370523 | Total |
| Program Services | 1066521 | ProgramServices |
| Management And General | 180860 | ManagementAndGeneral |
| Fundraising | 123142 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777383 | Total |
| Program Services | 575263 | ProgramServices |
| Management And General | 155477 | ManagementAndGeneral |
| Fundraising | 46643 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31110 | Total |
| Management And General | 31110 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64486 | Total |
| Management And General | 64486 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54637 | Total |
| Fundraising | 54637 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108263 | Total |
| Management And General | 108263 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1850377 | Total |
| Program Services | 1850377 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66746 | Total |
| Program Services | 36710 | ProgramServices |
| Management And General | 6675 | ManagementAndGeneral |
| Fundraising | 23361 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292061 | Total |
| Program Services | 186919 | ProgramServices |
| Management And General | 93460 | ManagementAndGeneral |
| Fundraising | 11682 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490875 | Total |
| Program Services | 490875 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1628685 | Total |
| Program Services | 1610569 | ProgramServices |
| Fundraising | 18116 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692061 | Total |
| Program Services | 668233 | ProgramServices |
| Management And General | 19558 | ManagementAndGeneral |
| Fundraising | 4270 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7360 | Total |
| Program Services | 4269 | ProgramServices |
| Management And General | 368 | ManagementAndGeneral |
| Fundraising | 2723 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683053 | Total |
| Program Services | 674515 | ProgramServices |
| Fundraising | 8538 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115857 | Total |
| Program Services | 63721 | ProgramServices |
| Management And General | 11586 | ManagementAndGeneral |
| Fundraising | 40550 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PRODUCTION EXPENSES | 1510537 | 1510537 |
| TICKETING FEE & CHARGES | 275010 | 275010 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19465 | Total |
| Program Services | 19465 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19885332 | Total |
| Program Services | 16638379 | ProgramServices |
| Management And General | 2161370 | ManagementAndGeneral |
| Fundraising | 1085583 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1232436 | BOY |
| EOY | 1095415 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6095 | BOY |
| EOY | 6763 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3189300 | BOY |
| EOY | 3911400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294191 | BOY |
| EOY | 192956 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4597170 | BOY |
| EOY | 6630417 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581692 | BOY |
| EOY | 564492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34029530 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17212058 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16937836 | BOY |
| EOY | 16817472 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6429698 | BOY |
| EOY | 7115903 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12221560 | BOY |
| EOY | 12590913 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761765 | BOY |
| EOY | 555235 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46251743 | BOY |
| EOY | 49480966 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1294900 | BOY |
| EOY | 1335903 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5087538 | BOY |
| EOY | 4571026 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1650000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90692 | BOY |
| EOY | 182665 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6473130 | BOY |
| EOY | 7739594 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7622941 | BOY |
| EOY | 8070476 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6171204 | BOY |
| EOY | 7618305 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25984468 | BOY |
| EOY | 26052591 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39778613 | BOY |
| EOY | 41741372 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46251743 | BOY |
| EOY | 49480966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 230857 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1733711 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1809 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8564342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7857820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6349981 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10129162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6753007 | CurrentTaxYear |
| Total | 39654312 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8564342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7857820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6349981 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10129162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6753007 | CurrentTaxYear |
| Total | 39654312 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4629777 | AmountsSubstContributorsTotal |
| Public Support Total170 | 35024535 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 647745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418571 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 377827 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 374160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 442741 | CurrentTaxYear |
| Total | 2261044 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 45073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27948 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41129 | CurrentTaxYear |
| Total | 114150 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1049622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 536841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 777975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 859710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 908381 | CurrentTaxYear |
| Total | 4132529 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 46162035 | TotalSupport |
| Gross Receipts From Admissions Etc | 55262574 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75510 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 463,794. 2009 AMOUNT: $ 480,841. 2010 AMOUNT: $ 613,439. 2011 AMOUNT: $ 677,485. 2012 AMOUNT: $ 567,925. SPECIAL EVENT - 2008 AMOUNT: $ 585,828. 2009 AMOUNT: $ 56,000. 2010 AMOUNT: $ 164,536. 2011 AMOUNT: $ 182,225. 2012 AMOUNT: $ 340,456. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23647923 | BeginningOfYearBalance |
| Contributions | 68123 | Contributions |
| Investment Earnings Or Losses | 2168946 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1219608 | GrantsOrScholarships |
| End Of Year Balance | 24665384 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25071465 | BeginningOfYearBalance |
| Contributions | 171994 | Contributions |
| Investment Earnings Or Losses | 86477 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1167013 | GrantsOrScholarships |
| Other Expenditures | 515000 | OtherExpenditures |
| End Of Year Balance | 23647923 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22632430 | BeginningOfYearBalance |
| Contributions | 186048 | Contributions |
| Investment Earnings Or Losses | 3396732 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1143745 | GrantsOrScholarships |
| End Of Year Balance | 25071465 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20582696 | BeginningOfYearBalance |
| Contributions | 1314169 | Contributions |
| Investment Earnings Or Losses | 2042730 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1108500 | GrantsOrScholarships |
| Administrative Expenses | 198665 | AdministrativeExpenses |
| End Of Year Balance | 22632430 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24530484 | BeginningOfYearBalance |
| Contributions | 1052201 | Contributions |
| Investment Earnings Or Losses | -3478953 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1521036 | GrantsOrScholarships |
| End Of Year Balance | 20582696 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97270 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02730 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1798889 | OtherCostOrOtherBasis |
| Book Value | 1798889 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26204055 | OtherCostOrOtherBasis |
| Depreciation | 12359691 | Depreciation |
| Book Value | 13844364 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5546881 | OtherCostOrOtherBasis |
| Depreciation | 4852367 | Depreciation |
| Book Value | 694514 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 479705 | OtherCostOrOtherBasis |
| Book Value | 479705 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16817472 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENT FUND | Description |
| Book Value | 12590913 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12590913 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATION | Description |
| Amount | $182,665 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 182665 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ACT ENDOWMENT IS INTENDED TO PROVIDE PROGRAM AND INSTITUTIONAL SUPPORT IN THREE MAIN AREAS: ON THE MAIN STAGE, IN THE CONSERVATORY PROGRAMS, AND IN DEVELOPING NEW WORKS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | FOLLOWING THE ACCOUNTING GUIDANCE FOR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2013. A.C.T. RECOGNIZES INTEREST AND PENALTIES ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENT OF ACTIVITIES. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED AS OF JUNE 30, 2013. A.C.T.'S FEDERAL AND STATE TAX RETURNS FOR 2010, 2011, AND 2012 ARE OPEN AND SUBJECT TO EXAMINATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THUMBS UP TELEMARKETING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 430159 | AddressLine1 |
| City | MAPLEWOOD | City |
| State | MO | State |
| ZIP Code | 63143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING SERVICES | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 90000 | GrossReceipts |
| Amount Retained By Contractor | 54637 | AmountRetainedByContractor |
| Net To Organization | 35363 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 90000 | TotalGrossReceipts |
| Total Retained By Contractors | 54637 | TotalRetainedByContractors |
| Total Net To Organization | 35363 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 718743 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 505000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 213743 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 37145 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 100783 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 54724 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 22360 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CONSERVATORY AWARDS | NameOfEvent2 |
| Gross Receipts Event2 | 175321 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 95000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 80321 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 8125 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 24376 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 27319 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 11509 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 76392 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 30000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 46392 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 7536 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 22609 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 14062 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 133 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 970456 | GrossReceiptsTotal |
| Charitable Contributions Total | 630000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 340456 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 52806 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 147768 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 96105 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 34002 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 330681 | DirectExpenseSummaryEvents |
| Net Income Summary | 9775 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 125 | NumberOfRecipients |
| Amount Of Cash Grant | 334463 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: ACT CONSERVATORY GRANTS ARE REVIEWED AND APPROVED BY THE FINANCIAL AID DIRECTOR AND THE CONSERVATORY DIRECTOR. GRANT MONITORING IS ACCOMPLISHED BY ACT DISBURSING THE GRANTS DIRECTLY TO PAY FOR TUITION EXPENSE. |
| THE ONLY GRANTS MADE BY THIS ORGANIZATION ARE FOR TUITION SCHOLARSHIPS FOR STUDENTS ATTENDING THE CONSERVATORY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLEN RICHARD | ||||||||||||||
| EXECUTIVE DIRECTOR & TRUSTEE | 257211 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 10220 | 0 | 292431 | 0 | 0 | 0 |
| CAREY PERLOFF | ||||||||||||||
| ARTISTIC DIRECTOR & TRUSTEE | 299684 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 18532 | 0 | 343216 | 0 | 0 | 0 |
| MELISSA SMITH | ||||||||||||||
| CONSERVATORY DIRECTOR | 155986 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10321 | 0 | 166307 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | BONUSES WERE BASED ON PERFORMANCES AND DETERMINED BY THE BOARD CO-CHAIRS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PG&E CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY FOR WHICH KENT HARVEY, TRUSTEE, IS THE CFO | Relationship |
| Amount Of Transaction | 181512 | AmountOfTransaction |
| Description Of Transaction | PAYMENTS FOR GAS AND ELECTRIC UTILITY SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 260054 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HIGH/LOW MARKET AVE. | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE DIRECTOR OF FINANCE AND MOSS ADAMS LLP, AND REVIEWED BY AT LEAST ONE OTHER SENIOR ADMINISTRATIVE STAFF MEMBER. IT IS THEN EMAILED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD OF TRUSTEE OR COMMITTEE MEETINGS WHERE A CONFLICT OF INTEREST MAY ARISE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED ANNUALLY BY A SUB-COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES. ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE CONTRACTED DIRECTLY BY THE BOARD, WITH CONTRACTS COVERING THREE YEAR TERMS. AS PART OF THE RENEWAL PROCESS, THE BOARD UTILIZES COMP DATA FROM INDUSTRY SPECIFIC SOURCES TO BENCHMARK COMPENSATION FOR THESE POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | - THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. - ACT'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. - AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGES IN UNCOLLECTIBLE PLEDGES RECEIVABLE -1,809. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT FACILITIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GRANT AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461376262 | EIN |
| Primary Activity | TO PURCHASE AND REMODEL FACILITIES TO BE USED BY THE ACT FOUNDATION | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATRE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of EOY Assets | 7010753 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT FACILITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 6630417 | AmountInvolved |
| Method Of Amt Determination | BOOK | MethodOfAmtDetermination |
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