OREGON SHAKESPEARE FESTIVAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SHAKESPEARE FESTIVAL ASSOCIATION (EIN 93-0407022)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-09-10
- IRS object ID
- 201302539349300525
- Schema version
- 2011v1.5
- 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 C
- 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 | 2013-09-10T13:03:07-05:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930900579 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930407022 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5034822111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 975200158 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA RIDER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5034822111 | Phone |
| Date Signed | 2013-09-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS C JOHNSON | Name |
| PTIN | P00012997 | PTIN |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA RIDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 975200158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44347111 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSFASHLAND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 605 | TotalNbrEmployees |
| Total Nbr Volunteers | 730 | TotalNbrVolunteers |
| Total Gross UBI | 4498 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -111207 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8643969 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14805015 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18219715 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19200655 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 316663 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166033 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -139017 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3240224 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27041330 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37411927 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 273793 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 299612 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21036905 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21904786 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 38961 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 92531 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1344719 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8485562 | OtherExpensePriorYear |
| Other Expenses Current Year | 8383949 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29835221 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30680878 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2793891 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6731049 | RevenuesLessExpensesCY |
| Total Assets BOY | 30247155 | TotalAssetsBOY |
| Total Assets EOY | 37272920 | TotalAssetsEOY |
| Total Liabilities BOY | 4822856 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5090558 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25424299 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32182362 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | INSPIRED BY SHAKESPEARE'S WORK AND THE CULTURAL RICHNESS OF THE UNITED STATES, WE REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, DEEPENED BY THE KALEIDOSCOPE OF ROTATING REPERTORY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20879492 | Expense |
| Grants | 104461 | Grants |
| Revenue | 22173108 | Revenue |
| Description | PLAYS: WITH THE LARGEST PROFESSIONAL ACTING COMPANY IN THE UNITED STATES, THE 78 YEAR-OLD OREGON SHAKESPEARE FESTIVAL (OSF) REMAINS ONE OF THE FEW THEATRES IN THE WORLD THAT OFFERS A ROTATING REPERTORY, WHERE THE PLAYBILL CHANGES DAILY, ARTISTS HONE THEIR SKILLS ON VARIED WORKS, AND THE AUDIENCE CAN EXPERIENCE THEIR FAVORITE ACTORS CAST IN WIDELY DIFFERENT ROLES. RECOGNIZED BY TIME MAGAZINE AS ONE OF THE TOP REGIONAL THEATRES IN THE U.S., THE TONY-AWARD WINNING FESTIVAL ANNUALLY PRESENTS 11 SEPARATE PLAYS, RANGING FROM SHAKESPEARE, TO CLASSICS, TO MUSICALS, TO NEW CONTEMPORARY WORKS OVER AN EIGHT AND ONE-HALF MONTH SEASON FROM FEBRUARY TO NOVEMBER. IN 2012, 790 LIVE PERFORMANCES WERE PRESENTED ON ONE OUTDOOR AND TWO INDOOR STAGES BEFORE AN AUDIENCE OF 392,430, WHILE ATTENDANCE AVERAGED 87% OF CAPACITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1120728 | Expense |
| Grants | 195151 | Grants |
| Revenue | 451570 | Revenue |
| Description | EDUCATIONAL PROGRAMS: FOR MORE THAN 52 YEARS, OSF HAS DEVELOPED EDUCATION PROGRAMS THAT ARE AN INTEGRAL PART OF THE THEATRE-GOING EXPERIENCE FOR AUDIENCES OF ALL AGES. TODAY, OSF HAS ONE OF THE MOST EXPANSIVE THEATRE EDUCATION PROGRAMS IN THE U.S. IN 2012, TEAMS OF ACTORS VISITED 113 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOLS, AND COLLEGES AND UNIVERSITIES IN FOUR STATES, PROVIDING PERFORMANCES AND INSTRUCTION TO APPROXIMATELY 58,669 STUDENTS. SIXTY FIVE ON-SITE PREFACES AND 77 LECTURES AND FREE PARK TALKS BETWEEN THE PLAYS PROVIDED INSTRUCTION TO 12,600 STUDENTS, TEACHERS, AND OTHER PATRONS. THERE WERE SEVEN ADULT EDUCATION PROGRAMS WHICH SERVED 176 PATRONS. WORKSHOPS FOR TEACHERS AND STUDENTS, A TWO-WEEK SUMMER SEMINAR FOR HIGH SCHOOL STUDENTS, AND OTHER EDUCATION EVENTS REACHED APPROXIMATELY 31,400 MORE STUDENTS. THERE WERE 297 BACKSTAGE TOURS ATTENDED BY 14,528 PEOPLE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22000220 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 320 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 605 | 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD A ROOS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414822111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SOUTH PIONEER ST | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 975200158 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RUDD JOHNSON | ||||||||
| PRESIDENT | 5.80 | X | X | 0 | 0 | 0 | ||
| KAREN C ALLAN | ||||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | ||
| GAIL LOPES | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| PAUL HILL | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| RICK BLEIWEISS | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| KEVIN CARTWRIGHT | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| YOGEN DALAL | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| SID DEBOER | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| JULIE DIXON | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| MARY DRIVER | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| TONY DRUMMOND | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| BRAD EDGERTON | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| ROBERTA BIALEK ELLIOTT | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| MORTON FRIEDKIN | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| LAURIE GIBBS | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| DAVID GLEN | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| HAROLD GOLDSTEIN | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| LOUISE GUND | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| PAM HAMMOND | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| KEN HITZ | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| HEATHER JOHNSON | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| PETER KOEHLER JR | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| CYNTHIA LAWRENCE | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| KATHRYN MA | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| EDMUND MCCURTAIN | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| PENELOPE PERCY | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| FRED REHMUS | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| DANIEL SANTOS | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| JANE SHAW | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| PERRY SIMON | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| JERRY TAYLOR | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| MARIA UNDERWOOD | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| HENRY WESSINGER | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| JAMES RISSER | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| MARY ARNSTAD | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| SUSAN CAIN | ||||||||
| BOARD MEMBER | 1.30 | X | 0 | 0 | 0 | |||
| PAUL NICHOLSON | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 243550 | 0 | 14325 | |||
| BILL RAUCH | ||||||||
| ARTISTIC DIRECTOR | 50.00 | X | 246019 | 0 | 9800 | |||
| GERALD A ROOS | ||||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 45.00 | X | 119730 | 0 | 13575 | |||
| MALLORY PIERCE | ||||||||
| DIRECTOR OF MKTG & COMMUNICATION | 45.00 | 160396 | 0 | 14803 | X | |||
| DAVID TAYLOR | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 45.00 | 118807 | 0 | 8668 | X | |||
| CHRISTOPHER ACEBO | ||||||||
| ASSOCIATE ARTISTIC DIRECTOR | 45.00 | 104989 | 0 | 5036 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 993491 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66207 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CDS PUBLICATIONS INC | |||||
| 2661 S PACIFIC HWY | MEDFORD | OR | 97501 | PRINTING SERVICES | 291762 |
| SWIFT COLLECTIVE INC | |||||
| 1714 NW OVERTON STE 2A | PORTLAND | OR | 97209 | DIGITAL EXPERIENCE AGENCY | 184898 |
| NOEL LESLEY EVENT SERVICES | |||||
| 2630 SISKIYOU BLVD | ASHLAND | OR | 97520 | EVENT SERVICES | 168997 |
| DRAMATISTS PLAY SERVICE INC | |||||
| 440 PARK AVENUE S | NEW YORK | NY | 10016 | PLAY LICENSING AGENCY | 165892 |
| SHOW PRO | |||||
| 3285 CASITAS AVE | LOS ANGELES | CA | 90039 | FULL SERVICE PRODUCTION COMP | 145238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 1292213 | RelatedOrganizations |
| Government Grants | 433768 | GovernmentGrants |
| All Other Contributions | 13079034 | AllOtherContributions |
| Noncash Contributions | 1697454 | NoncashContributions |
| Total Contributions | 14805015 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PLAYS AND OTHER EVENTS | 711110 | 18749085 | 18589138 | 159947 |
| EDUCATIONAL PROGRAMS | 900099 | 451570 | 451570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19200655 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157029 | TotalRevenueColumn |
| Exclusion | $157,029 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 494088 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1171805 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -677717 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -677717 | TotalRevenueColumn |
| Unrelated Business Revenue | -155449 | UnrelatedBusinessRevenue |
| Exclusion | -$522,268 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5772030 | Securities |
| Other | 353 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5762344 | Securities |
| Other | 1035 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9686 | Securities |
| Other | -682 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9004 | TotalRevenueColumn |
| Exclusion | $9,004 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| INSUR. PROCEEDS(SCH O) | 900099 | 3312823 | 3312823 | |
| CONCESSIONS | 721000 | 333971 | $333,971 | |
| OTHER INCOME | 900099 | 268549 | 268549 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2598 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2598 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3917941 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37411927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22624678 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4498 | UnrelatedBusinessRevenue |
| Exclusion | -$22,264 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299612 | Total |
| Program Services | 299612 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825053 | Total |
| Program Services | 287170 | ProgramServices |
| Management And General | 460179 | ManagementAndGeneral |
| Fundraising | 77704 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16647570 | Total |
| Program Services | 12196076 | ProgramServices |
| Management And General | 4002084 | ManagementAndGeneral |
| Fundraising | 449410 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186493 | Total |
| Program Services | 98715 | ProgramServices |
| Management And General | 80548 | ManagementAndGeneral |
| Fundraising | 7230 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2707515 | Total |
| Program Services | 2093319 | ProgramServices |
| Management And General | 572839 | ManagementAndGeneral |
| Fundraising | 41357 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1538155 | Total |
| Program Services | 1082786 | ProgramServices |
| Management And General | 402445 | ManagementAndGeneral |
| Fundraising | 52924 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64329 | Total |
| Management And General | 64329 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64575 | Total |
| Management And General | 64575 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Program Services | 7500 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92531 | Total |
| Fundraising | 92531 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593440 | Total |
| Program Services | 231789 | ProgramServices |
| Management And General | 289858 | ManagementAndGeneral |
| Fundraising | 71793 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298215 | Total |
| Management And General | 294125 | ManagementAndGeneral |
| Fundraising | 4090 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1754076 | Total |
| Program Services | 148493 | ProgramServices |
| Management And General | 1252023 | ManagementAndGeneral |
| Fundraising | 353560 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243672 | Total |
| Management And General | 243672 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648934 | Total |
| Program Services | 648934 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207492 | Total |
| Program Services | 2020888 | ProgramServices |
| Management And General | -840457 | ManagementAndGeneral |
| Fundraising | 27061 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608602 | Total |
| Program Services | 458376 | ProgramServices |
| Management And General | 38710 | ManagementAndGeneral |
| Fundraising | 111516 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18119 | Total |
| Management And General | 18119 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014993 | Total |
| Program Services | 922233 | ProgramServices |
| Management And General | 64359 | ManagementAndGeneral |
| Fundraising | 28401 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 678526 | 476500 | 197080 | 4946 |
| SETTINGS AND PROPS | 427585 | 427585 | ||
| COSTUMES | 292917 | 292917 | ||
| EXEC DIR SEARCH CONSULT | 235678 | 82031 | 131451 | 22196 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225296 | Total |
| Program Services | 225296 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30680878 | Total |
| Program Services | 22000220 | ProgramServices |
| Management And General | 7335939 | ManagementAndGeneral |
| Fundraising | 1344719 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199044 | BOY |
| EOY | 790149 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2925742 | BOY |
| EOY | 4347155 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2259215 | BOY |
| EOY | 6258563 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1447271 | BOY |
| EOY | 1492074 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171841 | BOY |
| EOY | 162605 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1080705 | BOY |
| EOY | 1230414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37153854 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14382693 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21896215 | BOY |
| EOY | 22771161 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267122 | BOY |
| EOY | 220799 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30247155 | BOY |
| EOY | 37272920 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2463329 | BOY |
| EOY | 2824489 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878259 | BOY |
| EOY | 902582 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1481268 | BOY |
| EOY | 1363487 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4822856 | BOY |
| EOY | 5090558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20147918 | BOY |
| EOY | 21663311 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5276381 | BOY |
| EOY | 10519051 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25424299 | BOY |
| EOY | 32182362 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30247155 | BOY |
| EOY | 37272920 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6731049 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 27014 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 8658071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10672093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8356043 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8643969 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14805015 | CurrentTaxYear |
| Total | 51135191 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1219425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1241469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1239199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1253528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1297717 | CurrentTaxYear |
| Total | 6251338 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9877496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11913562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9595242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9897497 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16102732 | CurrentTaxYear |
| Total | 57386529 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3404358 | AmountsSubstContributorsTotal |
| Public Support Total170 | 53982171 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 512051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 350685 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 537794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 698146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 651117 | CurrentTaxYear |
| Total | 2749793 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 311723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 334688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 317963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 313908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 333971 | CurrentTaxYear |
| Total | 1612253 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 61748575 | TotalSupport |
| Gross Receipts From Admissions Etc | 96050066 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7500 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7500 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 29328659 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 29336159 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 5000 | CurrentYearMinus3 |
| Current Year Minus2 | 5374 | CurrentYearMinus2 |
| Current Year Minus1 | 7500 | CurrentYearMinus1 |
| Current Year | 7500 | CurrentYear |
| Total | 25374 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5276381 | BeginningOfYearBalance |
| Contributions | 8766322 | Contributions |
| Investment Earnings Or Losses | 72290 | InvestmentEarningsOrLosses |
| Other Expenditures | 3577462 | OtherExpenditures |
| Administrative Expenses | 18482 | AdministrativeExpenses |
| End Of Year Balance | 10519049 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5608791 | BeginningOfYearBalance |
| Contributions | 2387230 | Contributions |
| Investment Earnings Or Losses | 159742 | InvestmentEarningsOrLosses |
| Other Expenditures | 2866423 | OtherExpenditures |
| Administrative Expenses | 12959 | AdministrativeExpenses |
| End Of Year Balance | 5276381 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5427663 | BeginningOfYearBalance |
| Contributions | 2578264 | Contributions |
| Investment Earnings Or Losses | 64011 | InvestmentEarningsOrLosses |
| Other Expenditures | 2454154 | OtherExpenditures |
| Administrative Expenses | 6993 | AdministrativeExpenses |
| End Of Year Balance | 5608791 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2746516 | BeginningOfYearBalance |
| Contributions | 5057507 | Contributions |
| Investment Earnings Or Losses | 103341 | InvestmentEarningsOrLosses |
| Other Expenditures | 2478874 | OtherExpenditures |
| Administrative Expenses | 827 | AdministrativeExpenses |
| End Of Year Balance | 5427663 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2522374 | OtherCostOrOtherBasis |
| Book Value | 2522374 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18290058 | OtherCostOrOtherBasis |
| Depreciation | 5449674 | Depreciation |
| Book Value | 12840384 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10408117 | OtherCostOrOtherBasis |
| Depreciation | 4011714 | Depreciation |
| Book Value | 6396403 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5933305 | OtherCostOrOtherBasis |
| Depreciation | 4921305 | Depreciation |
| Book Value | 1012000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22771161 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. | Explanation |
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 |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| DCM INC | ||||||||
| 45 MAIN STREET STE 816 | BROOKLYN | NY | 11201 | TELEMARKETING | 0 | 155905 | 61510 | 94395 |
| COMNET MARKETING GROUP | ||||||||
| 81 CENTRAL AVE | ASHLAND | OR | 97520 | TELEMARKETING | 0 | 150000 | 22697 | 127303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 305905 | TotalGrossReceipts |
| Total Retained By Contractors | 84207 | TotalRetainedByContractors |
| Total Net To Organization | 221698 | TotalNetToOrganization |
| Licensed States | OR | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | CA | LicensedStates |
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 | ASSISTANCE TO HELP INDIVIDUALS PARTICIPATE IN OSF PROGRAMS | TypeOfGrant |
| Number Of Recipients | 251 | NumberOfRecipients |
| Amount Of Cash Grant | 299612 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: IN GENERAL, ALL GRANTS AND ASSISTANCE ARE AWARDED FOR THE SOLE PURPOSE OF ASSISTING INDIVIDUALS IN DIRECTLY PARTICIPATING IN OUR EXEMPT PURPOSE PROGRAMS. FOR EXAMPLE, GRANTS ARE AWARDED TO STUDENTS AND TEACHERS TO ATTEND PLAYS AND/OR EDUCATIONAL WORKSHOPS AND TRAINING EVENTS, OR TO INTERNS AND APPRENTICES TO HELP CREATE THE WORK. EDUCATIONAL EVENTS ARE CLOSELY MONITORED BY OUR EDUCATION DEPARTMENT. INTERN AND APPRENTICE PROGRAMS ARE MONITORED BY THE FAIR EXPERIENCE PROGRAM COORDINATOR AND DEPARTMENTAL MANAGERS. | Explanation |
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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL NICHOLSON | |||||||||||||
| 243550 | 0 | 0 | 0 | 0 | 0 | 7128 | 0 | 7197 | 0 | 257875 | 0 | 0 | 0 |
| BILL RAUCH | |||||||||||||
| 246019 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9800 | 0 | 255819 | 0 | 0 | 0 |
| MALLORY PIERCE | |||||||||||||
| 160396 | 0 | 0 | 0 | 0 | 0 | 5003 | 0 | 9800 | 0 | 175199 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOHN RISSER | |||
| SON OF FORMER BOARD MEMBER | 26963 | ANNUAL SALARY | 0 |
| ALICE RISSER | |||
| IN-LAW OF FORMER BOARD MEMBER | 29758 | ANNUAL SALARY | 0 |
| CHRISTOPHER MOORE | |||
| PARTNER OF THE ARTISTIC DIRECTOR | 71591 | ACTING SALARY AND DIRECTOR CONTRACT | 0 |
| BUTLER FORD INC | |||
| BUTLER FORD IS OWNED BY A TRUSTEE OF RELATED ORGANIZATION | 27948 | PURCHASE OF VEHICLES | 0 |
| PAUL NICHOLSON | |||
| FORMER OFFICER | 150000 | 5 YEAR CONTRACT AT $30,000 PER YEAR WAS AGREED UPON ON 10/25/12 FOR CONSULTING SERVICES INCLUDING MATTERS SUCH AS FUNDRAISING STRATEGY, CAPITAL CAMPAIGN MATTERS, ORGANIZATIONAL DEVELOPMENT, AND NEGOTIATIONS. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1632330 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD & BEV. | 43 | 36051 | PURCHASE PRICE |
| X | SOFTWARE | 3 | 20967 | PURCHASE PRICE |
| X | COSTUME/PROPS | 10 | 8106 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT FOR THE BOARD IN ALL CASES, EXCEPT FOR THOSE ACTIONS STIPULATED BY THE STATE. THE COMMITTEE INCLUDES THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, AND FOUR OTHER DIRECTORS NOMINATED BY THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGED THE NUMBER OF DIRECTORS FROM A FIXED NUMBER TO A RANGE OF 32 TO 37. | |
| FORM 990, PART VI, SECTION B, LINE 11 | REPRESENTATIVES OF THE FINANCE AND AUDIT COMMITTEES WILL REVIEW THE FORM 990 IN DETAIL BEFORE IT IS FILED. ALL MEMBERS OF THE BOARD WILL RECEIVE COMPLETE COPIES OF FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT DOES EXIST; DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR AND MAY BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANY TIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY, THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR, AND TO PROVIDE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT IN TURN DISCUSSED THE REVIEWS WITH THE OTHER THREE BOARD OFFICERS, THEN THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE TWO TOP DIRECTORS BY THE BOARD PRESIDENT AND VICE-PRESIDENT. EVERY THREE YEARS, WRITTEN MULTI-YEAR SALARY CONTRACTS ARE ESTABLISHED FOR EACH DIRECTOR, UTILIZING A REVIEW OF COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE U.S. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION FOR WHICH MINUTES ARE ESTABLISHED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS, AND FORM 990S ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VIII, LINE 11A: | INSURANCE PROCEEDS- DURING THE YEAR ENDED OCTOBER 31, 2011, THE MAIN SUPPORT BEAM OF ANGUS BOWMER THEATER PARTIALLY COLLAPSED. AS A RESULT, CERTAIN PLAYS WERE CANCELLED OR MOVED TO OTHER VENUES. TICKETS WERE EXCHANGED OR REFUNDED BASED ON PATRON PREFERENCE. THE THEATER WAS RESTORED AND PLACED BACK INTO SERVICE PRIOR TO YEAR END. INSURANCE PROCEEDS RECEIVED ARE RECORDED IN THE YEAR IN WHICH PAYMENT HAS BEEN ACCEPTED AND RECEIVED, ALL OF WHICH IS THE YEAR ENDED OCTOBER 31, 2012. TOTAL INSURANCE RECOVERY IS AS FOLLOWS: REPAIR AND IMPROVEMENTS TO THEATER 328,294 COSTS FOR RELOCATION OF PERFORMANCE AND LOST REVENUE 2,984,529 INSURANCE PROCEEDS RECEIVED DURING THE YEAR ENDED 10/31/12 3,312,823 | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 27,014. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSF SOLUTIONS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1120 | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 97520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320279547 | EIN |
| Primary Activities | PRODUCTION OF THEATRICAL SOFTWARE | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 8007 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 97520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936041618 | EIN |
| Primary Activities | SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |