2012-11-15T09:16:55-06:00 2011-12-31 RICHARD J BELLEW CPA 1123 ROUTE 9 GARRISON NY 10524 990 2011-01-01 133499385 HUDSON VALLEY SHAKESPEARE FESTIVAL INC HUDS 8458095750 140 MAIN STREET COLD SPRING NY 10516 ROBIN SHELBY ARDITI 8458095750 2012-11-12 true RICHARD J BELLEW 8457362100 2012-11-15 X 2011 2016-02-24 21:20:13Z MAGGIE WHITLUM EXECUTIVE DIRECTOR 140 MAIN STREET COLD SPRING NY 10516 2450590 false X HVSHAKESPEARE.ORG X TO PRODUCE SHAKESPEARE'S PLAYS WITH AN ECONOMY OF STYLE FOCUSED ON SCRIPT, ACTORS, AND AUDIENCE. TO COMMUNICATE THE STORIES WITH ENERGY, CLARITY, WIT, AND INVENTION. 19 19 151 39 0 582800 679788 1107306 1234462 15363 13337 200075 212800 1905544 2140387 0 0 1124294 1243017 0 138424 800430 827350 1924724 2070367 -19180 70020 1247622 1252248 48735 14131 1198887 1238117 TO PRODUCE SHAKESPEARE'S PLAYS WITH AN ECONOMY OF STYLE FOCUSED ON SCRIPT, ACTORS, AND AUDIENCE. TO COMMUNICATE THE STORIES WITH ENERGY, CLARITY, WIT, AND INVENTION. false false 1517144 1309287 HVSF MAKES ITS HOME UNDER A SPECIALLY DESIGNED, 540-SEAT, OPEN-AIR TENT THEATER ON THE GROUNDS OF HISTORIC BOSCOBEL HOUSE AND GARDENS ON THE BANKS OF THE HUDSON RIVER OVERLOOKING THE HUDSON HIGHLANDS. IN 2011, HVSF PRESENTED THREE SHOWS IN REPERTORY -- SHAKESPEARE'S "HAMLET" AND "THE COMEDY OF ERRORS" AND "AROUND THE WORLD IN 80 DAYS" BY MARK BROWN -- TO OVER 31,600 PEOPLE. HVSF ALSO OFFERED AN 18-WEEK APPRENTICE ACTING PROGRAM FOR SIX GRADUATE STUDENTS THAT INCLUDED THE OPPORTUNITY TO PLAY ROLES IN THE SEASON, DEDICATED TRAINING, AND THE PRESENTATION OF AN APPRENTICE PRODUCTION OF "ROMEO AND JULIET." 149467 54855 HVSF HAS A WELL-ESTABLISHED AND HIGHLY REGARDED EDUCATION PROGRAM, WHICH REACHED OVER 35,000 STUDENTS IN 44 TRI-STATE SCHOOLS IN 2011. IT OFFERED A DIVERSE RANGE OF PROGRAMS AND WORKSHOPS WHICH INCLUDED A FULLY-STAGED, 80- MINUTE TOURING PRODUCTION OF SHAKESPEARE'S "JULIUS CAESAR" FOR MIDDLE AND HIGH SCHOOL STUDENTS, AS WELL AS PROFESSIONAL DEVELOPMENT FOR TEACHERS, PRE-PERFORMANCE FAMILY ACTIVITIES, AND POST-PERFORMANCE TALKBACKS. 59011 50370 HVSF OFFERED A SERIES OF DEVELOPMENTAL THEATER WORKS DURING THE SUMMER SEASON AND A STAGED READING OF CHARLES DICKENS' "A CHRISTMAS CAROL," ADAPTED BY HVSF'S FOUNDING ARTISTIC DIRECTOR, TERRENCE O'BRIEN, FOR THE HOLIDAY SEASON. 1725622 true true false false false false false false false true true false false false false false true false false false false false false true true false false false false true false false false false false false false false false false false false false false false false false false true 13 0 151 true false false false false false true true false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false NY X X MAGGIE WHITLUM 8458095750 140 MAIN STREET COLD SPRING NY 10516 X X ROBIN SHELBY ARDITI 15.00 X X 0 0 0 PATRICIA KING 5.00 X X 0 0 0 BELLE NEWTON 5.00 X 0 0 0 SUZANNE B BAKER 5.00 X X 0 0 0 SARAH GEER 2.00 X X 0 0 0 LAURA CUMMING 2.00 X 0 0 0 SAMANTHA KAPPAGODA 2.00 X 0 0 0 ELIZABETH A BARRETT 2.00 X 0 0 0 HEIDI ETTINGER 5.00 X 0 0 0 ANDREW T CHMAR 2.00 X 0 0 0 GEORGE LANSBURY 2.00 X 0 0 0 MELISSA MEYERS 2.00 X 0 0 0 SUSAN GOODFELLOW 10.00 X 0 0 0 CHIP LOEWENSON 2.00 X 0 0 0 ANNE TODD OSBORN 8.00 X 0 0 0 JENNIFER H STEBBINS 2.00 X 0 0 0 BYRON STINSON 5.00 X 0 0 0 LAURA JEAN WILSON 5.00 X 0 0 0 MAGGIE WHITLUM 40.00 X 62116 0 0 DAVID WEBBER 40.00 X 35023 0 0 97139 true false false 135953 24000 519835 2250 679788 PLAY REVENUES 1129237 1129237 OUTREACH & SIMILAR PROGRAMS 105225 105225 1234462 14283 14283 283617 284563 -946 -946 -946 58390 135953 25640 32750 32750 CONCESSIONS STAND, ETC 82068 82068 ADVERTISING IN PLAY PROGRAM 37297 37297 PICNIC DINNERS 30658 30658 30027 30027 180050 2140387 1413566 47033 97139 33543 47446 16150 946959 797113 60033 89813 16360 16360 52165 49023 1327 1815 130394 107338 9363 13693 13792 13792 123230 123230 222954 199574 23380 72473 72473 31499 23277 8222 PLAY PRODUCTION EXPENSES 201748 201748 CONCESSION, PICNIC EXPENS 70600 70600 ADMINISTRATIVE EXPENSES 42758 42758 OUTREACH PROGRAM EXPENSES 31343 31343 16953 16953 2070367 1725622 206321 138424 175208 129207 800 21668 21846 24359 1114001 502353 625909 611648 423859 465366 1247622 1252248 48735 14131 48735 14131 X 1071109 1128217 127778 109900 1198887 1238117 1247622 1252248 70020 -30790 X false true true X false X 445321 546736 554742 582800 679788 2809387 445321 546736 554742 582800 679788 2809387 115844 2693543 14579 4518 4603 12579 14283 50562 38070 46107 37119 64251 58390 243937 3103886 6033840 0.86780 0.88810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 370113 109900 -10980 127778 341255 339498 153786 29003 152174 370113 312403 116910 37808 127623 339498 0.67800 0.32200 false false false 1114001 502353 611648 611648 2140387 2070367 70020 -30790 -30790 39230 2135237 -30790 25640 -5150 2140387 2140387 2096007 25640 25640 2070367 2070367 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 FUNDRAISING EXPENSES SHOWN GROSS ON FINANCIAL STATEMENTS 25,640 FUNDRAISING EXPENSES SHOWN GROSS ON FINANCIAL STATEMENTS -25,640 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES SHOWN GROSS ON FINANCIAL STATEMENTS 25,640 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D FUNDRAISING EXPENSES SHOWN GROSS ON FINANCIAL STATEMENTS 25,640 X X X X X X X false BENEFIT,AUCTION 194343 135953 58390 25640 194343 135953 58390 25640 25640 32750 X false false false false false false false false false MAGGIE WHITLUM 62116 62116 DAVID WEBBER 35023 35023 ADDITIONAL INFORMATION FORM 990, PART VI SECTION A LINE 8B THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE OFFICERS OF THE CORPORATION AND THE MEMBER(S)-AT-LARGE WHO REPRESENT THE OTHER BOARD MEMBERS. THE EXECUTIVE COMMITTEE POSSESSES AND MAY EXERCISE ALL THE POWERS OF THE BOARD WITH RESPECT TO THE MANAGEMENT OF THE ORGANIZATION. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD AT THE NEXT SUCCEEDING MEETING. THE EXECUTIVE COMMITTEE AT DECEMBER 31, 2011 WAS MADE UP OF : PRESIDENT ROBIN SHELBY ARDITI, VICE-PRESIDENT PATRICIA KING, SECRETARY SUZANNE BAKER, TREASURER SARAH GEER, AND MEMBERS-AT- LARGE HEIDI ETTINGER AND LAURA JEAN WILSON. EXECUTIVE DIRECTOR MAGGIE WHITLUM AND ARTISTIC DIRECTOR TERRENCE O'BRIEN ALSO ATTENDED THE COMMITTEE MEETINGS BUT DID NOT VOTE. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B MANAGEMENT PROVIDED A DRAFT COPY OF THE FORM 990 TO ITS BOARD MEMBERS IN OCTOBER 2012. BOARD MEMBERS WERE GIVEN A TWO WEEK PERIOD TO REVIEW THE FILING, RAISE QUESTIONS AND SUGGEST CHANGES TO THE INFORMATION BEING FILED. ALL QUESTIONS AND CONCERNS WERE ADDRESSED BEFORE THE FINAL FORM WAS SUBMITTED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY REQUIRES ALL DIRECTORS TO ATTEST ANNUALLY THAT THEY ARE AWARE OF THE ORGANIZATION'S POLICY AND HAVE NOT ENGAGED IN ANY ACTIVITIES WHICH WOULD CONSTITUTE A CONFLICT. EACH BOARD MEMBER ALSO UNDERTAKES TO NOTIFY A CO-PRESIDENT OR SECRETARY OF HVSF IF HE OR SHE BECOMES AWARE OF ANY RELATIONSHIP OR SITUATION THAT MIGHT RESULT IN, OR GIVE THE APPEARANCE OF BEING, A CONFLICT OF INTEREST. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR BOTH THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTOR IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE RESPONSE TO QUESTION 15A ABOVE GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 HVSF'S GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE AT OTHER WEBSITES SUCH AS THE NYS CHARITIES BUREAU WEBSITE AND GUIDESTAR. ADDITIONAL INFORMATION FORM 990, PART VII MAGGIE WHITLUM SERVED AS AN INDEPENDENT UNPAID DIRECTOR OF HVSF. AFTER SHE RESIGNED FROM THE BOARD DURING 2011, SHE WAS HIRED, FIRST AS INCOMING EXECUTIVE DIRECTOR AND THEN AS EXECUTIVE DIRECTOR. IN THOSE POSITIONS. SHE RECEIVED THE COMPENSATION SHOWN. DAVID WEBBER SERVED AS AN INDEPENDENT UNPAID DIRECTOR AND TREASURER OF HVSF. AFTER HE RESIGNED FROM THE BOARD DURING 2011, HE WAS ENGAGED AS A FINANCIAL CONSULTANT AND, IN THAT ROLE , WAS PAID THE COMPENSATION SHOWN.