2012-03-15T10:50:21-05:00 2011-05-31 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST 2000 MEIDINGER TOWE LOUISVILLE KY 402023445 990 2010-06-01 610645030 ACTORS THEATRE OF LOUISVILLE INC ACTO 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 JENNIFER BIELSTEIN 5025841265 2012-03-16 1 REBECCA L PHILLIPS CPA 5027491900 2010 2016-02-24 21:20:13Z JENNIFER BIELSTEIN 316 WEST MAIN STREET LOUISVILLE KY 40202 14913315 0 X WWW.ACTORSTHEATRE.ORG X 1964 KY TO PROMOTE THE ADVANCEMENT OF THEATRICAL ARTS. 40 40 349 1000 0 0 3156430 5239570 3720053 3723366 159226 147280 615419 778222 7651128 9888438 63550 59550 0 0 4911549 4931109 0 0 358445 4426035 4347707 9401134 9338366 -1750006 550072 25701160 27768048 1678984 1595015 24022176 26173033 X BECAUSE IMAGINATION AND REFLECTION ARE CENTRAL TO A GREAT QUALITY OF LIFE, BECAUSE DIVERSE VOICES AND STYLES HELP US DISCOVER THE COMMONALITIES THAT MAY STRENGTHEN VIBRANT COMMUNITIES, BECAUSE THEATRE OFFERS BOTH ESCAPE AND ENGAGEMENT WITH THE WORLD: LIVE THEATRE IS AN ESSENTIAL PART OF A HEALTHY CULTURE. BECAUSE ACTORS THEATRE VALUES COLLABORATION, CREATIVITY AND THE WIDE RANGE OF HUMAN EXPERIENCE, WE BRING PEOPLE THROUGH THEATRE TO CELEBRATE, CHALLENGE AND EXPLORE WHO WE ARE. 0 0 7666197 59550 3844506 ACTORS THEATRE OF LOUISVILLE, FOUNDED IN 1964 AND NAMED IN 1974 THE STATE THEATRE OF KENTUCKY, IS DEDICATED TO BRINGING PEOPLE TOGETHER THROUGH LIVE THEATRE TO CELEBRATE, CHALLENGE AND EXPLORE THE HUMAN EXPERIENCE. ACTORS WELCOMES AN ANNUAL ATTENDANCE OF 200,000 AND PROVIDES NEARLY 35,000 ARTS EDUCATION EXPERIENCES TO YOUNG PEOPLE IN THE REGION. ACTORS IS HOME TO THE HUMANA FESTIVAL OF NEW AMERICAN PLAYS AND, IN 35 YEARS, THE THEATRE HAS PRODUCED OVER 350 PREMIERES BY MORE THAN 200 PLAYWRIGHTS, AMONG THEM THREE PULITZER PRIZE-WINNING PLAYS AND A FINALIST, AND RECEIVED THE THREE MOST PRESTIGIOUS AWARDS GIVEN TO REGIONAL THEATRES INCLUDING A SPECIAL TONY AWARD AS AN OUTSTANDING NON-PROFIT THEATRE. 7666197 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 125 0 1 349 1 0 0 0 0 0 1 1 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 MICHAEL J KEYES 5.00 X X 0 0 0 ELIZABETH DAVIS 5.00 X X 0 0 0 THEODORE H NIXON 5.00 X X 0 0 0 ALLAN TASMAN MD 1.00 X 0 0 0 ANGIE MCDONALD-HACKETT 1.00 X 0 0 0 BARBARA W JUCKETT 1.00 X 0 0 0 BOYCE F MARTIN III 1.00 X 0 0 0 BRUCE C MERRICK 1.00 X 0 0 0 BRUCE J GOODMAN 1.00 X 0 0 0 CHRISTEN MCDONOUGH BOONE 1.00 X 0 0 0 CHRISTOPHER TYSON GORMAN 1.00 X 0 0 0 DEBRA M MURPHY 1.00 X 0 0 0 EDWARD P SEIGENFELD 1.00 X 0 0 0 ELIZABETH ROUNSAVALL 1.00 X 0 0 0 GREG CLARK 1.00 X 0 0 0 GWEN E TILTON 1.00 X 0 0 0 JENNIFER L BLUM 1.00 X 0 0 0 JOHN GILL HOLLAND JR 1.00 X 0 0 0 KEVIN GRANGIER 1.00 X 0 0 0 LAURA DOUGLAS 1.00 X 0 0 0 MARGARET HANDMAKER 1.00 X 0 0 0 MARK HURST 1.00 X 0 0 0 MARSHA BECK ROTH 1.00 X 0 0 0 MATT B SCHWARTZ 1.00 X 0 0 0 OWSLEY BROWN II 1.00 X 0 0 0 PATRICIA W BALLARD 1.00 X 0 0 0 PAUL A KLEIN 1.00 X 0 0 0 PAUL T COSTEL 1.00 X 0 0 0 PHILIP C ESCHELS 1.00 X 0 0 0 ROBERT P BANKS 1.00 X 0 0 0 ROBERT N SHAW 1.00 X 0 0 0 ROANNE H VICTOR 1.00 X 0 0 0 SARAH H DILGER 1.00 X 0 0 0 SHERYL G SNYDER 1.00 X 0 0 0 STEPHEN E STOWERS 1.00 X 0 0 0 THEODORE S ROSKY 1.00 X 0 0 0 THOMAS W MUELLER 1.00 X 0 0 0 TODD P LOWE 1.00 X 0 0 0 TOM ARONSON 1.00 X 0 0 0 TURNEY P BERRY 1.00 X 0 0 0 JENNIFER BIELSTEIN 60.00 X 142092 0 12578 MARC MASTERSON 60.00 X 191819 0 1894 333911 0 14472 2 0 1 0 SD&A TELESERVICES INC 5757 W CENTURY BLVD STE 300 LOS ANGELES CA 90045 TELEMARKETING 145496 1 75890 245572 4918108 172762 5239570 SINGLE TICKETS 900099 1909541 1909541 SUBSCRIPTION TICKET SE 900099 1551323 1551323 TICKET FEES 900099 131736 131736 CO-PRODUCTION REVENUE 900099 99485 99485 EDUCATION PROGRAM REVE 900099 31281 31281 3723366 150544 150544 5011 5011 822777 436388 386389 386389 386389 4491896 4495160 -3264 -3264 -3264 120220 75890 93329 26891 26891 LTD PSHIP INCOME 900099 238791 238791 AUXILLARY OPERATIONS 900099 117429 117429 MISCELLANEOUS INCOME 900099 3711 3711 359931 9888438 3844506 0 804362 59550 59550 325333 194460 130873 3727976 3064443 392179 271354 92039 81508 10531 385886 340051 45835 399875 334530 65345 42925 42925 29617 28315 1302 302462 242700 59762 692993 692993 197909 119136 68968 9805 91110 40032 51078 213420 213420 554708 544863 9845 253315 243435 6118 3762 4723 860 3863 626652 490134 136518 61242 52032 9210 PRODUCTION MATERIALS 487898 487898 GUEST ARTIST HOUSING 298248 298248 UNCOLLECTIBLE PLEDGES 123089 123089 CREDIT CARD FEES 87205 87205 AUXILIARY OPERATIONS 73845 73845 206346 92059 42065 72222 9338366 7666197 1313724 358445 717952 628848 743576 751212 557669 1852651 82511 91867 4827 3606 164887 157552 24988285 13121075 12287645 11867210 7074763 8276849 4043057 4122867 24273 15386 25701160 27768048 413628 392176 1052462 997968 212894 204871 1678984 1595015 X 17731571 17657750 931732 3041910 5358873 5473373 24022176 26173033 25701160 27768048 X 550072 1600785 X X 0 1 1 X 0 X 8428369 3108259 2824117 3156430 5239570 22756745 8428369 3108259 2824117 3156430 5239570 22756745 5044722 17712023 925818 950319 1071857 1005002 1217123 5170119 248278 115527 363805 28290669 20101073 0.62610 0.66330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11117820 1956896 675000 12399716 10544925 711774 611121 750000 11117820 12722790 713200 -2241065 650000 10544925 0.47420 0.44140 0.08440 0 0 1381105 1381105 21880908 11770164 10110744 1726272 1350911 375361 11867210 INVESTMENT IN LIMITED PARTNERSHIP 4122867 C 4122867 SERP PAYABLE 204871 204871 9888438 9338366 550072 1600785 1600785 2150857 11944621 1600785 47325 436388 2084498 9860123 28315 28315 9888438 9793764 47325 436388 483713 9310051 28315 28315 9338366 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: DONOR RESTRICTED FUNDS ARE TO BE USED FOR SHAKESPEARE PLAYS, THEATRICAL PRODUCTIONS, AND ACTORS ARTISTIC PROGRAMMING. BOARD DESIGNATED FUNDS ARE TO BE USED TO FURTHER THE THEATRE'S CHARITABLE PURPOSE. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 436,388. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 436,388. LOBSTERFEAST 196110 75890 120220 3000 3440 66868 765 19256 196110 75890 120220 3000 3440 66868 765 19256 93329 26891 1 APPRENTICE/INTERNSHIP GRANTS TO ASSIST WITH COST OF LIVING 41 59550 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE APPRENTICE/INTERN IS ON-SITE FOR THE SEASON ON A DAILY BASIS. THE AMOUNT OF THE GRANT IS INCONSEQUENTIAL COMPARED TO THE COST OF LIVING IN LOUISVILLE FOR THE 8 MONTHS OF THE APPRENTICESHIP/INTERNSHIP. X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER BIELSTEIN 138586 0 0 0 3506 0 2712 0 9866 0 154670 0 0 0 MARC MASTERSON 189497 0 0 0 2322 0 0 0 1894 0 193713 0 0 0 LAURA DOUGLAS LAURA IS A DIRECTOR OF THE ORGANIZATION AND A VICE PRESIDENT WITH EON 278896 UTILITIES 0 BRUCE GOODMAN BRUCE IS A DIRECTOR OF THE ORGANIZATION AND A VICE PRESIDENT WITH HUMANA 340061 HEALTH INSURANCE 0 X 13 69826 AVG. PRICE ON DONAT. DAY X FOOD 5 11530 FAIR MARKET VALUE X PRINTED MATERIAL 2 32544 FAIR MARKET VALUE X HAND RAILS 1 5120 FAIR MARKET VALUE X SIGNAGE 1 501 FAIR MARKET VALUE X LOBBY RENOVATION 1 7741 FAIR MARKET VALUE X WEBSITE 1 45500 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER OWSLEY BROWN II, WHO PASSED AWAY IN SEPTEMBER 2011, AND BOARD MEMBER JOHN GILL HOLLAND, JR HAD A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE MEMBERS OF THE FINANCE COMMITTEE REVIEW AND COMMENT ON THE FORM 990 PRIOR TO ITS FILING. A FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUESTS CONFLICT OF INTEREST FORMS TO BE COMPLETED. ANY CONFLICTS ARE REVIEWED BY THE BOARD PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF THE BOARD PRESIDENT, THE BOARD IMMEDIATE PAST-PRESIDENT, ONE MEMBER SELECTED FROM THE EXECUTIVE COMMITTEE AND ONE MEMBER SELECTED FROM THE BOARD NOT ON THE EXECUTIVE COMMITTEE. THE FUNCTION OF THIS COMMITTEE IS TO ESTABLISH THE COMPENSATION OF THE ARTISTIC AND MANAGING DIRECTORS. THIS GROUP REVIEWS EXECUTIVE COMPENSATION AS EACH CONTRACT COMES TO TERM. THEY REVIEW COMPARABLE DATA AMONGST NATIONAL AND LOCAL PEERS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,600,785. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION MAINTAINS AN AUDIT AND FINANCE COMMITTEE COMPRISED EXCLUSIVELY OF DIRECTORS WHO SELECT THE INDEPENDENT AUDITOR. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR PRIOR TO AND AT THE CONCLUSION OF THE ANNUAL AUDIT, INCLUDING AN EXECUTIVE SESSION WITHOUT MANAGEMENT.