2013-04-08T11:08:35-05:00 2012-07-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-08-01 911087612 5TH AVENUE THEATRE ASSOCIATION 5THA 2066251418 1308 5TH AVENUE NO 735 SEATTLE WA 98101 BERNADINE C GRIFFIN 2066251418 2013-04-06 1 JANE M SEARING P00000565 4254544919 2013-04-07 2011 2016-02-25 16:41:14Z DAVID ARMSTRONG 1308 5TH AVENUE NO 735 SEATTLE WA 98101 26386886 0 X WWW.5THAVENUETHEATRE.ORG X 1979 WA TO DEVELOP, PRODUCE AND PRESENT LIVE MUSICAL THEATRE FOR THE CULTURAL ENRICHMENT OF THE NORTHWEST COMMUNITY, AND TO PRESERVE, MAINTAIN, AND OPERATE THE HISTORIC AND IRREPLACEABLE 5TH AVENUE THEATRE. 34 34 804 348 0 0 75340 3165033 4826691 22497728 0 11938 355639 232796 5257670 25907495 0 8900 0 0 2257060 11927165 0 0 955305 2400011 13904412 4657071 25840477 600599 67018 18527841 16088046 14506679 11999876 4021162 4088170 SEE SCHEDULE O. 0 0 21956590 8900 22711047 SEE SCHEDULE O. 21956590 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 88 0 1 804 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 X DEAN FRERKER 2066251418 1308 FIFTH AVENUE 735 SEATTLE WA 98101 BARBARA CROWE 2.00 X X 0 0 0 WANDA HERNDON 2.00 X X 0 0 0 MARGARET INOUYE 2.00 X X 0 0 0 STERLING WILSON 2.00 X X 0 0 0 KENNETH ALHADEFF 2.00 X 0 0 0 ANN ARDIZZONE 2.00 X 0 0 0 CLODAGH ASH 2.00 X 0 0 0 LES BILLER 2.00 X 0 0 0 ROBERT BRAUN 2.00 X 0 0 0 KENNETH CLAY 2.00 X 0 0 0 GRAD CONN 2.00 X 0 0 0 LARRY ESTRADA 2.00 X 0 0 0 MONA FANDEL 2.00 X 0 0 0 GARY FULLER 2.00 X 0 0 0 SARAH NASH-GATES 2.00 X 0 0 0 SASA KIRKPATRICK 2.00 X 0 0 0 WILLIAM KRIPPAEHNE JR 2.00 X 0 0 0 LINDA LINDEMAN 2.00 X 0 0 0 DAN MCCONNELL 2.00 X 0 0 0 WILLIAM NICHOLS 2.00 X 0 0 0 TOM NORWALK 2.00 X 0 0 0 LLEWELYN PRITCHARD 2.00 X 0 0 0 GORDON PROUTY 2.00 X 0 0 0 DAVID QUINN 2.00 X 0 0 0 ANN RAMSAY-JENKINS 2.00 X 0 0 0 STEPHEN REYNOLDS 2.00 X 0 0 0 NORMAN RICE 2.00 X 0 0 0 ROBERT SEXTON 2.00 X 0 0 0 KIRK SODERQUIST 2.00 X 0 0 0 HEATHER SULLIVAN 2.00 X 0 0 0 BONNIE TOWNE 2.00 X 0 0 0 ERIC TROTT 2.00 X 0 0 0 COLBY UNDERWOOD 2.00 X 0 0 0 TOM WALSH 2.00 X 0 0 0 MICHAEL ZYSKOWSKI 2.00 X 0 0 0 DAVID ARMSTRONG 40.00 X 248749 0 6655 BERNADINE GRIFFIN 40.00 X 184233 0 6655 WILLIAM BERRY 40.00 X 105294 0 4531 DEAN FRERKER 40.00 X 106462 0 2070 LAUREL HORTON 40.00 X 107830 0 19949 752568 0 39860 5 0 1 0 ADMARK 2107 ELLIOT AVENUE 308 SEATTLE WA 98121 ADVERTISING BROKER 835946 REED USA INC 105 LEGEND DRIVE FREDERICKSBURG VA 22406 SET BUILDING 831420 MCCALLUM PRINT GROUP 14700 9TH AVENUE NW SEATTLE WA 98107 PRINTING 609548 SEATTLE REPERTORY THEATRE 155 MERCER STREET SEATTLE WA 98109 SET BUILDING 257680 GOTHIC MOON PRODUCTIONS INC 535 WEST PALM AVENUE ORANGE CA 92868 SET BUILDING 200318 7 21558 322173 103950 2717352 395455 3165033 THEATRE TICKET REV 711110 19685392 19685392 CO-PRODUCTION INC. 711110 1752052 1752052 FACILITIES 711110 945590 945590 CONCESSIONS 722310 114694 114694 22497728 11573 11573 196112 196112 9000 83318 0 49253 9000 34065 43065 43065 171081 1080 171796 0 -715 1080 365 365 228055 322173 256002 -27947 -27947 19547 2340 17207 17207 4359 4359 4359 25907495 22711047 0 31415 8900 8900 690850 345425 345425 8689535 7211526 1019502 458507 408244 379710 23568 4966 880395 755237 107089 18069 1258141 1080763 140526 36852 76026 76026 20229 20229 55635 55635 647964 641314 6650 2376700 2320616 56084 1143321 418682 290535 434104 296318 296318 4906412 4906412 939463 858096 81367 429014 404961 22564 1489 6166 4848 1318 695583 345370 350213 83910 57898 26012 PROPS/SCENERY/COSTUMES 1894044 1894044 ARTISTIC PRODUCTION 161578 161578 MISC PRODUCTION COSTS 83799 83799 EDUCATION 68922 68922 19328 13337 5991 25840477 21956590 2928582 955305 13031 46782 11034120 7871771 540371 1049943 360724 407880 1278674 1883806 12390974 7769735 5143046 4621239 157875 206625 18527841 16088046 1644306 1864260 11900462 9168178 961911 967438 14506679 11999876 X 3842137 3464910 179025 623260 4021162 4088170 18527841 16088046 67018 0 X 0 1 1 X 0 X 3511871 2658314 2305569 75340 3165023 11716117 19663713 19389046 14369557 5183061 22713387 81318764 23175584 22047360 16675126 5258401 25878410 93034881 330000 107416 298147 1226412 1961975 0 330000 107416 298147 1226412 1961975 91072906 336172 160412 174056 103891 774531 336172 160412 174056 103891 774531 93996 21705 23812 596 4359 144468 38871 13396 60647 112914 23644623 22242873 16933641 5258997 25986660 94066794 0.96820 0.95400 0.00820 0.01880 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: LABOR REIMBURSEMENTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8572822 4693557 3879265 3185860 2720513 465347 632292 355665 276627 4621239 DEFERRED RENT 967438 967438 25907495 25840477 67018 67018 25980694 50359 -26403 23956 25956738 -49253 -49253 25907485 25913686 50359 49253 99612 25814074 26403 26403 25840477 PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT DEDUCTIONS -26,403. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -49,253. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 49,253. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT DEDUCTIONS 26,403. GALA 479327 278310 201017 34134 6000 188830 479327 278310 201017 34134 6000 188830 228964 -27947 1 SEATTLE TIMES FUND FOR THE NEEDY PO BOX 34698 SEATTLE WA 98124 911081445 501(C)(3) 8900 TO HELP FAMILIES IN NEED BY DONATING A PORTION OF SHOW PROCEEDS DURING THE HOLIDAY SEASON. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ONE TIME GIFT TO SEATTLE TIMES FUND FOR THE NEEDY AS A PORTION OF PROCEEDS FROM ONE PERFORMANCE. X X X X 0 0 0 0 0 0 0 0 0 DAVID ARMSTRONG 248749 0 0 0 0 0 0 0 6655 0 255404 0 0 0 BERNADINE GRIFFIN 184233 0 0 0 0 0 0 0 6655 0 190888 0 0 0 WILLIAM BERRY 105294 0 0 0 0 0 0 0 4531 0 109825 0 0 0 X 4 171796 FAIR MARKET VALUE X AUCTION ITEMS 350 169843 FAIR MARKET VALUE X DONATED GOODS 13 53806 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER IN COLUMN B IS BASED ON THE NUMBER OF ITEMS CONTRIBUTED FOR AUCTION ITEMS AND THE NUMBER OF CONTRIBUTORS FOR OTHER DONATED GOODS AND PUBLICLY TRADED SECURITIES. FORM 990, PART I, LINE 6 THESE VOLUNTEERS INCLUDE BOTH BOARD MEMBERS (34) AND GENERAL VOLUNTEERS WHO CONTRIBUTED ABOUT 3,067 HOURS OF TIME DURING THE TWELVE MONTH PERIOD ENDED ON JULY 31, 2012. ORGANIZATION'S MISSION: FORM 990, PART III, LINE 1 THE 5TH AVENUE THEATRE ASSOCIATION EXISTS TO DEVELOP, PRODUCE, AND PRESENT LIVE MUSICAL THEATRE FOR THE CULTURAL ENRICHMENT OF THE NORTHWEST COMMUNITY. TO ACHIEVE THIS MISSION, THE ASSOCIATION STRIVES TO ATTAIN THE HIGHEST STANDARDS IN ALL ASPECTS OF ARTISTIC ENDEAVORS AND FACILITY OPERATIONS; ENCOURAGE THE DEVELOPMENT OF THE MUSICAL THEATRE GENRE AS A VITAL PART OF OUR NATIONAL HERITAGE; AND PRESERVE AND PROTECT THE UNIQUE ARTISTIC, ARCHITECTURAL AND HISTORIC LEGACY OF THE 5TH AVENUE THEATRE. AN IMPORTANT PART OF OUR MISSION TO PROMOTE MUSICAL THEATRE IS CARRIED OUT THROUGH OUR EDUCATION AND OUTREACH PROGRAMS - FUNCTIONS THAT REACH OUT TO THE AUDIENCES OF THE FUTURE. IT IS OUR INTENTION TO ESTABLISH THE 5TH AVENUE THEATRE AS THE LEADING REGIONAL MUSICAL THEATRE IN THE UNITED STATES. PROGRAM SERVICE ACCOMPLISHMENTS: FORM 990, PART III, LINE 4A THE 5TH AVENUE THEATRE IS THE ONLY PROFESSIONAL MUSICAL THEATER IN THE PACIFIC NORTHWEST THAT PRODUCES OUR OWN BROADWAY-CALIBER MUSICALS THAT PROMINENTLY SHOWCASE LOCAL ARTISTS. WE SERVE OUR COMMUNITY BY PROVIDING JOBS TO NEARLY 800 LOCAL THEATER ARTISTS ANNUALLY, GENERATING SIGNIFICANT REVENUE FOR THE ECONOMIC VITALITY OF OUR CITY, AND ENTERTAINING OVER 370,000 PEOPLE WITH OUR WORLD-CLASS MAIN SERIES PRODUCTIONS. WE STRIVE TO MAKE MUSICAL THEATER AVAILABLE FOR ALL TO ENJOY THROUGH DEEPLY DISCOUNTED TICKETS FOR STUDENTS, EDUCATORS, AND YOUNG ADULTS; COMPLIMENTARY TICKETS TO LOCAL ORGANIZATIONS SERVING DISADVANTAGED POPULATIONS, ACCESSIBILITY SERVICES FOR PATRONS WITH MOBILITY, VISION, AND HEARING IMPAIRMENTS; AND OUR FREE CURTAIN UP! COMMUNITY EVENT. WE SERVE OVER 60,000 YOUNG PEOPLE EACH YEAR THROUGH OUR EDUCATION PROGRAMS THAT SHARE THE MAGIC OF THEATER, TEACH ABOUT THE PRODUCTIONS ON OUR STAGE AND NURTURE THE AUDIENCE AND PERFORMERS OF TODAY AND TOMORROW. WE PARTNER WITH HIGH-NEED PUBLIC SCHOOLS IN THE SEATTLE SCHOOL DISTRICT TO PROVIDE FREE ARTS OPPORTUNITIES FOR STUDENTS IN THE CLASSROOM AND AT OUR THEATRE. WE SERVE THE ART FORM THROUGH OUR HIGH QUALITY PRODUCTIONS THAT REFLECT THE BROAD SCOPE AND CULTURAL SIGNIFICANCE OF THE AMERICAN MUSICAL - ITS PAST, PRESENT AND FUTURE. OUR REVIVALS OF GOLDEN AGE CLASSICS BRING FRESH INSIGHT TO THESE GREAT MUSICALS WHILE HONORING THE INTENT OF THE ORIGINAL, WITH FULL-SIZE CASTS AND ORCHESTRAS. ADDITIONALLY, WE HAVE A ROBUST PROGRAM FOCUSED ON THE DEVELOPMENT AND PRODUCTION OF NEW WORKS. SINCE 2001, WE HAVE PRODUCED 14 NEW MUSICALS, SENT SEVEN TO BROADWAY, AND TWO MORE WILL OPEN BY SUMMER 2014. FIVE OF THESE SHOWS HAVE GARNERED A TOTAL OF 14 TONY AWARDS, INCLUDING BEST MUSICAL FOR HAIRSPRAY AND MEMPHIS. FORM 990, PART VI, SECTION A, LINE 2 DAVID ARMSTRONG AND KENNETH ALHADEFF HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY ADMINISTRATIVE STAFF MEMBERS PRIOR TO BEING REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE DRAFT. A PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD DOES NOT REVIEW THE FULL FILING COPY OF THE RETURN DUE TO DONOR CONFIDENTIALITY. SUBSEQUENT TO PROVIDING THE RETURN TO THE BOARD, FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CURRENTLY IN THE PROCESS OF ESTABLISHING AND APPROVING A CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND OFFICERS DO COMPLETE A BOARD QUESTIONNAIRE ANNUALLY TO DISCLOSE ANY CONFLICTS THAT MIGHT EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD COLLECTS DATA FROM LOCAL AND NATIONAL PEER ORGANIZATIONS TO DETERMINE A COMPENSATION POLICY FOR BOTH OFFICERS AND KEY EMPLOYEES. THE REVIEW PROCESS WAS LAST PERFORMED IN DECEMBER OF 2009, AFTER WHICH FOUR AND A HALF YEAR CONTRACTS WERE SIGNED WITH THE THREE OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.