2013-02-11T18:09:46-06:00 2012-08-31 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2011-09-01 526073157 Ford's Theatre Society FORD 2026382941 514 Tenth Street NW Washington DC 20004 Paul Tetreault 2026382941 2013-02-11 1 James E Marshall Jr P00841360 4105840060 2013-02-11 2011 2016-03-07 17:11:31Z Paul Tetreault 514 Tenth Street NW Washington DC 20004 13624126 0 X www.fordstheatre.org X 1967 DC To celebrate the legacy of Abraham Lincoln and to explore the American experience through theatre and education. The Ford's Theatre Society works to present the Theatre's nearly one million visitors each year with a high quality historic and cultural experience. Its work is what makes this vibrant historic site an important tool for promoting the ideals of leadership, humanity and wisdom espoused by Abraham Lincoln. 53 53 306 800 0 0 6675521 7560300 3798912 5564654 369897 268018 340879 231154 11185209 13624126 0 0 0 0 6170214 7273669 0 0 1340404 5210569 6425565 11380783 13699234 -195574 -75108 52446115 54996182 2502329 4409216 49943786 50586966 X To celebrate the legacy of Abraham Lincoln and to explore the American experience through theatre and education. The Ford's Theatre Society works to present the Theatre's nearly one million visitors each year with a high quality historic and cultural experience. Its work is what makes this vibrant historic site an important tool for promoting the ideals of leadership, humanity and wisdom espoused by Abraham Lincoln. 0 0 8512373 5634606 Productions - Each year, over 600,000 patrons visit Ford's Theatre. During FY 2012 FTS mainstage productions were Parade, A Christmas Carol, Necessary Sacrifices, and 1776. These shows entertained more than 100,000 local, national, and international patrons. The One Destiny performances, Keckly and McDevitt Tours engage over 34,000 patrons interested in learning of the tragic event occurring April 14, 1865 at Ford's Theatre; tracing the steps surrounding the investigation of Lincoln's assasination; and discovering the friendship forged between First Lady Mary Todd Lincoln and her, freed from slavery, dressmaker, Elizabeth Keckly. 8512373 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 157 0 1 306 1 0 0 0 0 0 1 1 0 0 X 53 53 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 AL AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NV X The Organization 2026382941 514 Tenth Street NW Washington DC 20004 Eric A Spiegel 20.00 X X 0 0 0 Wayne R Reynolds 5.00 X X 0 0 0 Rex W Tillerson 5.00 X X 0 0 0 James W Dyer 5.00 X X 0 0 0 Abigail P Blunt 5.00 X X 0 0 0 Brian C Anderson 5.00 X 0 0 0 Robert J Fitch 5.00 X 0 0 0 Deborah I Dingell 5.00 X 0 0 0 Gloria Dittus 5.00 X 0 0 0 Kent Knutson 5.00 X 0 0 0 Marlene Malek 5.00 X 0 0 0 William H Timbers 5.00 X 0 0 0 Rima Al-Sabah 5.00 X 0 0 0 Tina Alster MD 5.00 X 0 0 0 Lisa Arpey 5.00 X 0 0 0 Douglas Bennett 5.00 X 0 0 0 Hon Lea Berman 5.00 X 0 0 0 Paul Berry 5.00 X 0 0 0 Hon Elain L Chao 5.00 X 0 0 0 Frank Conner III 5.00 X 0 0 0 Greg Craig 5.00 X 0 0 0 Constance Milstein de St Hilaire 5.00 X 0 0 0 Michael G Dovey 5.00 X 0 0 0 Ronald I Dozoretz MD 5.00 X 0 0 0 Lawrence Duncan III 5.00 X 0 0 0 Melvyn J Estrin 5.00 X 0 0 0 David Fogg 5.00 X 0 0 0 Karyn M Frist 5.00 X 0 0 0 Susan Hess 5.00 X 0 0 0 Hon Sven Erik Holmes 5.00 X 0 0 0 Ghada Irani 5.00 X 0 0 0 Norman Jemal 5.00 X 0 0 0 Albert Baker Knoll 5.00 X 0 0 0 Sharon Malone MD 5.00 X 0 0 0 Kathleen K Manatt 5.00 X 0 0 0 Hon Joseph McDade 5.00 X 0 0 0 Andrew McKenna 5.00 X 0 0 0 Hon Thomas F McLarty III 5.00 X 0 0 0 Waldo G McMillan Jr 5.00 X 0 0 0 Hon William F McSweeny 5.00 X 0 0 0 Eleanor Merrill 5.00 X 0 0 0 Richard A Mullen 5.00 X 0 0 0 Vincent B Orange Sr 5.00 X 0 0 0 Ronald O Perelman 5.00 X 0 0 0 Heather Podesta 5.00 X 0 0 0 Vanessa I Reed 5.00 X 0 0 0 Landra Reid 5.00 X 0 0 0 Cynthia Rogers 5.00 X 0 0 0 Hon Frederick J Ryan Jr 5.00 X 0 0 0 Albert Small 5.00 X 0 0 0 Betty Ann Tanner 5.00 X 0 0 0 Louise Taper 5.00 X 0 0 0 Jill Cooper Udall 5.00 X 0 0 0 Paul Tetrault 40.00 X 304851 0 10279 Michelle Keegan 40.00 X 128327 0 8096 Kristin Fox-Siegmund 40.00 X 117856 0 8017 Douglas Wilson 40.00 X 112901 0 8058 Theresa McDonald 40.00 X 116940 0 5559 780875 0 40009 5 0 1 0 Split Rock Studios 2071 Gateway Boulevard Arden Hills MN 55112 Museum Design & Fabrication 1554313 James G Davis Construction 12530 Parklawn Drive Rockville MD 20852 Construction Services 1325116 WP Company LLC PO Box 17641 Baltimore MD 21297 Advertising 372854 TSA Inc PO Box 153 Newington VA 22122 Scenery Construction 283413 Armfield Harrison & Thomas 20 South King Street Leesburg VA 20175 Insurance Services 223442 5 407707 7152593 7560300 Production Revenue 711110 4581761 4581761 Tour Admission Fees 711110 739898 739898 Restoration Fees 711110 242995 242995 5564654 268018 268018 5915 5915 Concession Income 722310 155287 155287 69952 69952 225239 13624126 5634606 0 429220 790996 569517 142379 79100 4813534 3459174 870294 484066 454462 368481 75900 10081 718233 487333 171903 58997 496444 372638 79204 44602 49992 49992 32456 32456 20000 20000 416319 70426 41544 304349 672452 672067 385 465817 124656 230846 110315 19523 2884 16639 300798 300798 642804 21693 611769 9342 65441 33776 31665 5447 3531 27 1889 29938 29938 1447921 121886 1326035 115699 14023 101509 167 Production 1481327 1381675 9755 89897 Capital campaign expens 254892 254892 Housing 161479 145532 15947 Meals and Entertainment 33932 22399 11533 209328 84992 36267 88069 13699234 8512373 3846457 1340404 604841 1681452 299754 389644 4744941 3647928 260738 260861 289788 319393 40847078 3653155 35291935 37193923 10486538 11086529 467580 416452 52446115 54996182 388669 624120 613660 734437 1500000 2975000 0 75659 2502329 4409216 X 36659518 39000558 7934104 6236244 5350164 5350164 49943786 50586966 52446115 54996182 X -75108 718288 X X 0 1 1 X 0 X 23937797 22872284 7066690 6675521 7560300 68112592 770829 2703771 3999183 3798912 5564654 16837349 24708626 25576055 11065873 10474433 13124954 84949941 380000 1458722 564330 625281 495000 3523333 0 380000 1458722 564330 625281 495000 3523333 81426608 528486 1571345 375176 319930 273933 3068870 528486 1571345 375176 319930 273933 3068870 36798 152994 539846 331249 155287 1216174 25273910 27300394 11980895 11125612 13554174 89234985 0.91250 0.90470 0.03440 0.03590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10995 10995 13688238 13699233 834962 208741 0 0 719039 834962 1554001 2331002 11370 10995 22365 179760 208741 388501 582752 8875339 881037 472929 20000 9263447 8402856 958354 462067 23804 8875339 8501426 1000 443286 506754 36102 8402856 9889560 -816937 535638 35559 8501426 0.57760 0.42240 0 0 9200810 678821 8521989 29678774 1903565 27775209 1930476 848778 1081698 37018 221991 -184973 37193923 Deferred Rent 75659 75659 13624126 13699234 -75108 718288 718288 643180 14875663 718288 533249 1251537 13624126 0 13624126 14232483 533249 533249 13699234 0 13699234 Description of Intended Use of Endowment Funds: Part V, Line 4: The Mary Jane Wick Endowment Fund, also known as the Frankie Hewitt Endowment, was established through restricted contributions from donors. It requires that, in perpetuity, the principal be invested and that the income only be used for unrestricted operating activities. The Society's endowment also includes funds internally designated by the Board of Trustees to be held in reserves to support future years' operations and provide a resource for unexpected downturns. X 0 0 X X X X X X 0 0 0 0 0 0 0 0 0 Paul Tetrault 279851 0 25000 0 0 0 0 0 10279 0 315130 0 12250 0 Part I, Line 1a Ford's offers a health club benefit to its employees. Ford's pays a yearly fee to a local health club that allows all employees free access to the facility. The listed person on this schedule did not use this health club benefit. Accordingly, this benefit was not included as taxable compensation to this person. Part I, Line 1b Employees have the choice whether or not to use the health club. It is available equally to all employees, it is not specific to any class or group of employees. Since it is paid directly by the Society for the benefit of all employees, there is no reimbursement process to follow. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by SB & Company, LLC. It is then reviewed by the Director of Finance. Next, it is presented to the Chair of the Finance Committee of the Board of Trustees for approval and distributed electronically to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c As a condition for hiring, each individual shall disclose to the Director or person in charge of HR administration, in writing, any financial, proprietary or personal interests that might be construed as being in conflict with his or her duty to Ford's Theatre Society. All employees are required to sign and hand in the "Conflict of Interest" form. While employed at Ford's Theatre Society, employees shall comply with this Conflict of Interest Policy and avoid even the appearance of impropriety. Employees have an ongoing duty to report to the Director or person in charge of HR administration, in writing, any particular situation relating to previously disclosed interests, or any circumstance in which a potential conflict of interest may arise. The Director will determine the existence of a conflict of interest. If a conflicting interest exists, the Director will determine the appropriate steps to be taken under the circumstances. Possible steps include but are not limited to (1) requiring the interested employee to refrain from participating in any decision or policy making in a pending matter relating to the conflict of interest, (2) requiring the employee to divest himself or herself of the conflicting interest, or (3) in sufficiently serious situations, termination of employment. Form 990, Part VI, Section B, line 15a The compensation level of the Director is set by the compensation committee of the Board of Trustees. A compensation study and independent consultant are used during their deliberation, and their decisions are documented in the minutes. Form 990, Part VI, Section C, line 19 The Federal Form 990 is posted on a 3rd party's website, Guidestar. The audited financial statements, as well as the Society's governing documents, including the conflict of interest policy, are available by request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 718,288. Form 990, Part XI, Line 2c: The Society has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. There were no changes in these processes from the prior year. Form 990, Part V, Line 3a The organization did not have unrelated business income since fiscal year 2010. As of fiscal year of 2009, there was net operating loss of 6,869 available to carryforward in furture years. Form 990, Schedule C, Part II-A The organization filed the form 5768 during fiscal year of 2011, therefore the column of 2010 of the summary of Lobbying Expenditures During 4-Year Averaging Period was completed on the part II-A. Mary Jane Wick Endowment Fund 514 Tenth Street NW Washington DC 20004 521935213 Wholly-owned endowment fund DC 881037 9263447 Ford's Theatre Society