2013-02-14T14:14:29-06:00 2012-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2011-07-01 810406157 ALBERTA BAIR THEATER CORPORATION ALBE 4062568915 PO BOX 1556 BILLINGS MT 591031556 WILLIAM WOOD 4062568915 2013-02-07 1 DANIEL S MILLER CPA P00031554 4062455136 2011 2016-03-07 17:11:31Z WILLIAM WOOD PO BOX 1556 BILLINGS MT 591031556 2356559 0 X ALBERTABAIRTHEATER.ORG X 1983 MT THE THEATER IS ORGANIZED TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE PEOPLE OF THE NORTHERN ROCKIES REGION; TO ENHANCE THE QUALITY OF LIFE IN BILLINGS AND SURROUNDING AREAS; AND TO PROVIDE A FACILITY FOR LOCAL PERFORMING ARTISTS. 15 15 187 125 0 0 389151 265718 1098904 1329256 18232 40084 -15820 10297 1490467 1645355 0 0 0 0 500780 490034 0 0 97562 1190211 1333467 1690991 1823501 -200524 -178146 2370425 1811929 612389 264330 1758036 1547599 X TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE BIG SKY COUNTRY. 0 0 1082266 835046 PROMOTION AND PRODUCTION OF WORLD CLASS, ARTISTICALLY AND CULTURALLY DIVERSE PERFORMANCES FOR THE ENRICHMENT OF THE COMMUNITY AND SURROUNDING REGION. ABT PRESENTED 29 PERFORMANCES INCLUDING CLASSICAL MUSIC, DANCE, WORLD MUSIC AND BROADWAY SHOWS. THESE PERFORMANCES SERVED 22,548 PATRONS AND ARTISTS. PATRONS ATTENDING EVENTS COME FROM A LARGE GEOGRAPHICAL AREA THAT IS BOUNDED BY THE CONTINENTAL DIVIDE TO THE WEST, THE CANADIAN BORDER TO THE NORTH, THE NORTH DAKOTA STATE LINE TO THE EAST AND INCLUDES A LARGE PORTION OF NORTHERN WYOMING. 180459 139237 COMMUNITY OUTREACH AND ARTS EDUCATION. ABT PRESENTED 24 SCHOOL MATINEEPERFORMANCES THAT WERE ATTENDED BY 21,152 STUDENTS FROM OVER 200INDIVIDUAL PUBLIC, PRIVATE, TRIBAL AND HOME SCHOOLS, AND SOCIAL SERVICEAGENCIES FOR YOUTH. THE THEATER ALSO CONDUCTED 16 COMMUNITY OUTREACHAND EDUCATION EVENTS REACHING INCLUDING MASTER CLASSES, LECTURE DEMONSTRATIONS AND BACKSTAGE TOURS FOR GROUPS AND ORGANIZATIONS THAT REACHED 616 INDIVIDUALS COMPRISED OF YOUNG STUDENTS, SENIOR CITIZENS, LOCAL ARTISTS AND NATIVE AMERICANS. ONE HUNDRED AND FIFTY NINE TEACHERS ATTENDED 5 SEPARATE EDUCATOR WORKSHOPS TO INTEGRATE THE ARTS INTO THE TEACHING CURRICULUM AND ENHANCE STUDENT ACHIEVEMENT. ALBERTA BAIR THEATERS ACCESS TO THE ARTS PROGRAM COLLABORATED WITH 60 SOCIAL SERVICE AGENCIES TO PROVIDE 1,063 FREE TICKETS TO THEIR CLIENTS WHO STRUGGLE WITH PHYSICAL, ECONOMIC AND SOCIAL CHALLENGES. 270688 208856 PROVIDE VENUE AND SERVICES TO COMMUNITY ORGANIZATIONS FOR PERFORMANCES, MEETINGS AND FUNDRAISING EVENTS. THE VENUE HOSTED 58 PERFORMANCES AND EVENTS THAT SERVED 51,753 INDIVIDUALS. THESE INCLUDED PERFORMANCES BY THE BILLINGS SYMPHONY, RIMROCK OPERA, BILLINGS COMMUNITY BAND, BILLINGS PUBLIC SCHOOLS, MAGIC CITY SINGERS, AND MANY OTHER LOCAL MUSIC, THEATRE AND DANCE ENSEMBLES. ADDITIONAL TICKETING SERVICES WERE PROVIDED TO OTHER ORGANIZATIONS FOR EVENTS HELD AT OTHER LOCATIONS. 114009 114009 1647422 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 49 0 1 187 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X WILLIAM WOOD 4062568915 2722 THIRD AVE N STE 200 BILLINGS MT 59101 WAYNE HIRSCH 2.00 X X 0 0 0 ALICE GORDON 2.00 X X 0 0 0 SHARON WEATHERWAX-RIPLEY 1.00 X 0 0 0 HEWES AGNEW 1.00 X 0 0 0 LESLIE PITMAN 2.00 X X 0 0 0 LAVERNE ROYER 1.00 X 0 0 0 LAURENCE MARTIN 1.00 X 0 0 0 DOUG JAMES 2.00 X X 0 0 0 JACKIE ZAWADA 2.00 X X 0 0 0 KENDALL MERRICK KAVLIE 1.00 X 0 0 0 KATHLEEN BENOIT 1.00 X 0 0 0 CHRIS COOK 1.00 X 0 0 0 ALLYN HULTENG 1.00 X 0 0 0 JIM SWAIN 1.00 X 0 0 0 LIZ WILMOUTH 1.00 X 0 0 0 WILLIAM WOOD 40.00 X 69488 0 0 69488 0 0 0 0 0 0 0 1100 1091 263527 48918 265718 TICKET SALES 711110 908453 908453 TICKET COMMISSIONS 711110 142517 142517 CONCESSION INCOME 711110 115622 115622 RENTALS 711110 72974 72974 ADVERTISING SALES 711110 55295 55295 34395 3900 30495 1329256 39084 39084 547961 546796 165 1165 -165 1000 1000 174540 1100 164243 10297 10297 1645355 1183139 0 196498 78126 54688 7813 15625 347105 266390 33457 47258 30420 23712 2652 4056 34383 26800 2998 4585 14379 2194 12185 8034 4312 130 3592 90905 84982 1481 4442 38243 31715 3933 2595 3708 1990 60 1658 80122 74773 2121 3228 7869 4524 2139 1206 160208 160208 18336 14476 1930 1930 ARTIST FEES 714771 714771 PROGRAM PRODUCTION 63780 63780 TICKET EXPENSE 53293 53293 CONCESSION/MERCH. SUPPL 45792 45792 34027 19022 7618 7387 1823501 1647422 78517 97562 85669 108560 493402 130347 44490 8890 16591 11110 2208 2280 32631 44676 4174399 3976798 327266 197601 1344866 1294664 23302 13801 2370425 1811929 81637 45888 509099 195851 21653 22591 612389 264330 X 265516 62152 133926 109496 1358594 1375951 1758036 1547599 2370425 1811929 X -178146 -32291 X X 0 1 1 X 0 X 426588 368168 450683 389151 265718 1900308 1257192 1269486 1181533 1174742 1503796 6386749 1683780 1637654 1632216 1563893 1769514 8287057 0 0 0 8287057 35524 34410 35987 36368 39084 181373 35524 34410 35987 36368 39084 181373 24848 20533 21373 66754 1744152 1692597 1689576 1600261 1808598 8535184 0.97090 0.96560 0.02130 0.02300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1109733 18415 1272 49528 5399 1074493 912231 54013 201265 52445 5331 1109733 877514 36621 81115 78146 4873 912231 1091309 37575 -192034 54740 4596 877514 1.00000 1 0 3201572 3116874 84698 954660 845736 108924 18167 14188 3979 197601 INTEREST IN MONTANA COMMUNITY FOUND 215812 F INTEREST - CHARITABLE REMAINDER UNI 4359 C INTEREST IN ENDOWMENT 1074493 F 1294664 ANNUITY PAYMENT LIABILITY 8365 GIFT CERTIFICATES 13384 CAPITAL LEASE LIABILITY 842 22591 1645355 1823501 -178146 -32291 -32291 -210437 1777307 -32291 164243 131952 1645355 0 1645355 1987744 164243 164243 1823501 0 1823501 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT ARE USED TO HELP SUPPORT THE ONGOING OPERATIONS OF THE THEATER. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES INCLUDED IN INCOME PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES INCLUDED IN INCOME 24TH ANNIVERSARY CELEBRATION 127782 600 127182 750 100889 WILD WEST SOIREE 26306 500 25806 51582 2 21552 21552 11022 175640 1100 174540 750 163493 164243 10297 MT 0 A NONPROFIT ORGANIZATION CONDUCTING A RAFFLE IS EXEMPT FROM HAVING A COUNTY PERMIT. 0 0 0 0 0 WAYNE HIRSCH IMMEDIATE PAST PRESIDENT 0 MR. HIRSCH, IMMEDIATE PAST PRESIDENT OF ALBERTA BAIR THEATER, IS A KEY EMPLOYEE AT US BANK WHICH HANDLES ALBERTA BAIR THEATER'S CHECKING ACCOUNTS. 0 KATHLEEN BENOIT BOARD MEMBER 5250 MS. BENOIT PROVIDED GRANT WRITING TO SERVICES TO THE ORGANIZATION. 0 X ADVERTISING 2 22100 FMV X HOTELS 2 16424 FMV X EQUIPMENT 1 10394 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN WILL BE REVIEWED BY THE FINANCE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS AND COPIES WILL BE MADE AVAILABLE TO EACH BOARD MEMBER BEFORE FILING IT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO FILL OUT A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICTS. THE COMMITTEE ON DIRECTORS AND GOVERNANCE REVIEWS THESE STATEMENTS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS DECIDES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE MEMBERS OF THE EXECUTIVE COMMITTEE SET THE COMPENSATION PACKAGE BY REVIEWING PAST HISTORICAL DATA FOR THE ORGANIZATION, BY DISCUSSING COMPENSATION OF SIMILAR ORGANIZATIONS, BY LOOKING AT THE FINANCIAL STRENGTH OF THE ORGANIZATION, AND BY REVIEWING A SUMMARIZED WRITTEN PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. A WRITTEN PERFORMANCE EVALUATION SURVEY IS SENT TO ALL BOARD MEMBERS TO COMPLETE; THE RESULTS OF WHICH ARE TABULATED AND USED IN THE EVALUATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -32,291. THE ORGANIZATIONS FINANCE COMMITTEE HAS ASSUMED OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND ACCEPTANCE OF AN INDEPENDENT AUDITOR.