MARIN SHAKESPEARE COMPANY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARIN SHAKESPEARE COMPANY (EIN 68-0201240)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2013-12-20
- IRS object ID
- 201343549349300134
- 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 J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-20T15:47:28-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263789391 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON MARKLE STUCKEY HARDESTY & BOTT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 LARKSPUR LANDING CIRCLE 200 | AddressLine1 |
| City | LARKSPUR | City |
| State | CA | State |
| ZIP Code | 949391750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680201240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIN SHAKESPEARE COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARI | NameControl |
| Phone | 4154994485 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4053 | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 949134053 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM DEWEY | Name |
| Title | TREASURER | Title |
| Phone | 4154994485 | Phone |
| Date Signed | 2013-12-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES H STUCKEY | Name |
| PTIN | P00286808 | PTIN |
| Phone | 4159251120 | Phone |
| Date Prepared | 2013-12-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM DEWEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4053 | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 949134053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 629002 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | MARINSHAKESPEARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO ACHIEVE EXCELLENCE IN THE STAGING AND STUDY OF SHAKESPEAREAN PLAYS, TO CELEBRATE SHAKESPEARE, AND TO SERVE AS A CULTURAL AND EDUCATIONAL RESOURCE FOR THE PEOPLE OF MARIN, THE SAN FRANCISCO BAY AREA, AND BEYOND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 55 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 287415 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 322195 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 291957 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 242551 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1456 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1018 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 580828 | TotalRevenuePriorYear |
| Total Revenue Current Year | 565764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 256362 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 275600 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 35325 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 311395 | OtherExpensePriorYear |
| Other Expenses Current Year | 318032 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 567757 | TotalExpensesPriorYear |
| Total Expenses Current Year | 593632 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13071 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -27868 | RevenuesLessExpensesCY |
| Total Assets BOY | 344740 | TotalAssetsBOY |
| Total Assets EOY | 317891 | TotalAssetsEOY |
| Total Liabilities BOY | 4849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5868 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 339891 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 312023 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ACHIEVE EXCELLENCE IN THE STAGING AND STUDY OF SHAKESPEAREAN PLAYS, TO CELEBRATE SHAKESPEARE AND TO SERVE AS A CULTURAL AND EDUCATIONAL RESOURCE FOR THE PEOPLE OF MARIN, THE SAN FRANCISCO BAY AREA AND BEYOND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 378763 | Expense |
| Revenue | 150249 | Revenue |
| Description | THEATRE PRODUCTIONS OF SHAKESPEAREAN PLAYS SERVING AUDIENCES OF APPROXIMATELY 11,000, WHICH INCLUDES SEVERAL FREE LECTURES AND SPECIAL PERFORMANCES FOR STUDENTS, FAMILIES AND SENIORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 123849 | Expense |
| Revenue | 92302 | Revenue |
| Description | EDUCATIONAL DRAMA CLASSES AND PERFORMANCE EXPERIENCE FOR STUDENTS AGES 5 TO ADULT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 502612 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 62 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLEY S CURRIER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154991108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 GARDEN AVENUE SAN RAFAEL CA | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LARRY BREWSTER | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JANNA BROWNSTEIN | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| NANCY CURLEY | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| PORTER DAVIS | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JOAN LISETOR | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| PAM JOYCE | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JOHN FRIEDENBERG | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JANE PAPISH | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JOHN P MCWILLIAMS | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| J MICHAEL PHELPS | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ALEX ROSS | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DR RICHARD SAGEBIEL | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| VICKI WEATHERFORD | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MIKOYO SCHINNER | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| SUSAN SKLAR | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MARTY WINTER | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| LESLEY CURRIER | ||||||
| MANAGING DIRECTOR | 40.00 | X | 65000 | 0 | 4000 | X |
| WILLIAM DEWEY | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DR TONY EASON | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MADELEINE SLOANE | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| MICK SPILSBURY | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PAUL COHEN | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4000 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 25824 | FundraisingEvents |
| Government Grants | 10000 | GovernmentGrants |
| All Other Contributions | 286371 | AllOtherContributions |
| Total Contributions | 322195 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCES | 711110 | 150249 | 150249 |
| CLASSES | 611710 | 92302 | 92302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 242551 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1018 | TotalRevenueColumn |
| Exclusion | $1,018 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63238 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 25824 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63238 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 565764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 242551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,018 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65001 | Total |
| Program Services | 21667 | ProgramServices |
| Management And General | 21667 | ManagementAndGeneral |
| Fundraising | 21667 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141061 | Total |
| Program Services | 135707 | ProgramServices |
| Fundraising | 5354 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51562 | Total |
| Program Services | 40682 | ProgramServices |
| Management And General | 6920 | ManagementAndGeneral |
| Fundraising | 3960 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17976 | Total |
| Program Services | 13122 | ProgramServices |
| Management And General | 3057 | ManagementAndGeneral |
| Fundraising | 1797 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4700 | Total |
| Management And General | 4700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131780 | Total |
| Program Services | 130981 | ProgramServices |
| Management And General | 799 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41938 | Total |
| Program Services | 39741 | ProgramServices |
| Management And General | 900 | ManagementAndGeneral |
| Fundraising | 1297 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10996 | Total |
| Program Services | 3959 | ProgramServices |
| Management And General | 7037 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30579 | Total |
| Program Services | 25579 | ProgramServices |
| Management And General | 5000 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Management And General | 200 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2066 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 566 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4051 | Total |
| Program Services | 2236 | ProgramServices |
| Management And General | 1815 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DONATED PRODUCTS | 35500 | 33500 | 1000 | 1000 |
| PROGRAM RELATED | 32215 | 32215 | ||
| POSTAGE & SHIPPING | 13660 | 12660 | 750 | 250 |
| BANK SERVICE CHARGES | 4415 | 4364 | 51 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5932 | Total |
| Program Services | 4699 | ProgramServices |
| Management And General | 1233 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593632 | Total |
| Program Services | 502612 | ProgramServices |
| Management And General | 55695 | ManagementAndGeneral |
| Fundraising | 35325 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5724 | BOY |
| EOY | 1563 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267264 | BOY |
| EOY | 238422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12039 | BOY |
| EOY | 8566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124409 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 120514 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4486 | BOY |
| EOY | 3895 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30064 | BOY |
| EOY | 30064 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25163 | BOY |
| EOY | 22168 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344740 | BOY |
| EOY | 317891 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4849 | BOY |
| EOY | 5868 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4849 | BOY |
| EOY | 5868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316891 | BOY |
| EOY | 278606 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23000 | BOY |
| EOY | 33417 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339891 | BOY |
| EOY | 312023 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344740 | BOY |
| EOY | 317891 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -27868 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 Separate | X | FinancialStatementSeparate |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 401097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 265204 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 325617 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 287415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 387695 | CurrentTaxYear |
| Total | 1667028 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 368721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249988 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 298642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 242551 | CurrentTaxYear |
| Total | 1428822 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 769818 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 515192 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 594537 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 586057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 630246 | CurrentTaxYear |
| Total | 3095850 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3095850 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3918 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1456 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1018 | CurrentTaxYear |
| Total | 11653 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3918 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1456 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1018 | CurrentTaxYear |
| Total | 11653 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 773736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 517651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 597339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 587513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 631264 | CurrentTaxYear |
| Total | 3107503 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00620 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124409 | OtherCostOrOtherBasis |
| Depreciation | 120514 | Depreciation |
| Book Value | 3895 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3895 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCEPTUAL PLAN FOR AMPITHEATER | Description |
| Book Value | 30064 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 30064 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| Book Value | 22168 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 22168 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 631264 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 65500 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 65500 | RevenueNotRptdF990 |
| Revenue Subtotal | 565764 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 565764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 659132 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 65500 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 65500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 593632 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 593632 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | GENERAL SUPPORT | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ASHLAND OREGON SHAKESPEARE FESTIVAL | NameOfEvent1 |
| Gross Receipts Event1 | 86507 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 23512 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62995 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 62995 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 2555 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2312 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 243 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 243 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 89062 | GrossReceiptsTotal |
| Charitable Contributions Total | 25824 | CharitableContributionsTotal |
| Gross Revenue Total Events | 63238 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 63238 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63238 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION'S OFFICE IS LOCATED IN THE HOME OF THE MANAGING DIRECTOR. RENUMERATION OF $5,000 IS PAID ANNUALLY TO THE MANAGING DIRECTOR FOR THIS CONVENIENCE TO THE ORGANIZATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT CURRIER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MARRIED TO MANAGING DIRECTOR | Relationship |
| Amount Of Transaction | 43333 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION FOR SERVING AS ARTISTIC DIRECTOR | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | THEATRICAL SUPPLIES | 1 | 1000 | COMPARABLE RENTAL |
| X | DEBRIS BOXES | 1 | 4000 | COMPARABLE RENTAL |
| X | AUCTION DONATIONS | 35 | 11000 | COMPARABLE SALES |
| X | MEDIA ADVERTISING | 2 | 9500 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MANAGING DIRECTOR AND ARTISTIC DIRECTOR ARE MARRIED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FINANCE COMMITTEE REVIEWS A DRAFT OF FORM 990 BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEE MANUAL | |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD REVIEWS AND APPROVES EMPLOYMENT CONTRACTS AND SALARIES FOR THE MANAGING AND ARTISTIC DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | GUIDESTAR | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE FORMS , GOVERNING DOCUMENTS AND/OR FINANCIAL STATEMENTS UPON WRITTEN REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR : PROGRAM SERVICE EXPENSES 130,981. MANAGEMENT AND GENERAL EXPENSES 799. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,780. | OTHER FEES |