OLD GLOBE THEATRE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OLD GLOBE THEATRE (EIN 95-1543396)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-13
- IRS object ID
- 201132869349301253
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-13T13:58:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9665 GRANITE RIDGE DRIVE SUITE 600 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951543396 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE THEATRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OLDG | NameControl |
| Phone | 6192311941 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921122171 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS G SPISTO | Name |
| Title | PRESIDENT | Title |
| Phone | 6192311941 | Phone |
| Date Signed | 2011-10-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA J MAYER | Name |
| Phone | 8586271400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOUIS G SPISTO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921122171 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23055071 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEOLDGLOBE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE TONY AWARD-WINNING OLD GLOBE IS THE SIXTH LARGEST REGIONAL THEATRE IN THE COUNTRY AND SAN DIEGO'S FLAGSHIP ARTS INSTITUTION FOR THE PAST 75 YEARS. THE OLD GLOBE PRODUCES A YEAR-ROUND SEASON OF 15 PLAYS AND MUSICALS, INCLUDING WORLD PREMIERES, MODERN CLASSICS, NEW MUSICALS, BROADWAY-BOUND PRODUCTIONS, AND THE HIGHLY-REGARDED SUMMER SHAKESPEARE FESTIVAL, TOTALING NEARLY 630 PERFORMANCES AND 250,000 ANNUAL ADMISSIONS. EDUCATION AND OUTREACH PROGRAMS THROUGHOUT SAN DIEGO COUNTY, INCLUDING LITERACY INITIATIVES, STUDENT MATINEES, PRE-PERFORMANCE WORKSHOPS, AND A HIGH SCHOOL SUMMER SHAKESPEARE CONSERVATORY, REACH 50,000 CHILDREN AND ADULTS EACH YEAR. THE OLD GLOBE/UNIVERSITY OF SAN DIEGO PROFESSIONAL ACTOR TRAINING PROGRAM IS AN INTENSIVE, TWO-YEAR COURSE OF STUDY IN CLASSICAL THEATRE, LEADING TO THE MASTER OF FINE ARTS DEGREE. THE OLD GLOBE IS AT THE FOREFRONT OF THE NATION'S LEADING PERFORMING ARTS ORGANIZATIONS, SETTING A STANDARD FOR EXCELLENCE IN AMERICAN THEATRE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 637 | TotalNbrEmployees |
| Total Nbr Volunteers | 2300 | TotalNbrVolunteers |
| Total Gross UBI | 69 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2076 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10040557 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7155021 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11557318 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12822773 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -82915 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52073 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -303896 | OtherRevenuePriorYear |
| Other Revenue Current Year | 40921 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21211064 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20070788 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 75950 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 75950 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11417568 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11897320 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 83198 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 8684 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1195755 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8372043 | OtherExpensePriorYear |
| Other Expenses Current Year | 9505530 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19948759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21487484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1262305 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1416696 | RevenuesLessExpensesCY |
| Total Assets BOY | 64531367 | TotalAssetsBOY |
| Total Assets EOY | 58293508 | TotalAssetsEOY |
| Total Liabilities BOY | 14004291 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9955154 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50527076 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48338354 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE OLD GLOBE IS TO PRESERVE, STRENGTHEN AND ADVANCE AMERICAN THEATRE BY: CREATING THEATRICAL EXPERIENCES OF THE HIGHEST PROFESSIONAL STANDARDS; PRODUCING AND PRESENTING WORKS OF EXCEPTIONAL MERIT, DESIGNED TO REACH CURRENT AND FUTURE AUDIENCES; ENSURING DIVERSITY AND BALANCE IN PROGRAMMING; PROVIDING AN ENVIRONMENT FOR THE GROWTH AND EDUCATION OF THEATRE PROFESSIONALS, AUDIENCES AND THE COMMUNITY AT LARGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17070521 | Expense |
| Revenue | 12809781 | Revenue |
| Description | THE OLD GLOBE PRODUCES 16 OR MORE PRODUCTIONS YEAR-ROUND, INCLUDING WORLD PREMIERES, MODERN CLASSICS, NEW MUSICALS, BROADWAY-BOUND PRODUCTIONS WITH A CENTERPIECE OF AN OUTDOOR SUMMER SHAKESPEARE FESTIVAL OF THREE CLASSICS PERFORMED IN ROTATING REPERTORY BY A 26-MEMBER ACTING COMPANY. THE GLOBE USES 3 PERFORMING SPACES WITH CAPACITIES OF 600/600/250, AND PLAYED 659 PUBLIC PERFORMANCES IN 2010 TO AN AUDIENCE OF 251,145. THE OLD GLOBE IS AT THE FOREFRONT OF THE NATION'S LEADING PERFORMING ARTS ORGANIZATIONS, SETTING A STANDARD FOR EXCELLENCE IN AMERICAN THEATER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 763914 | Expense |
| Grants | 75950 | Grants |
| Revenue | 12992 | Revenue |
| Description | EDUCATION AND OUTREACH PROGRAMS THROUGHOUT SAN DIEGO COUNTY, INCLUDING LITERACY INITIATIVES, STUDENT MATINEES, PRE-PERFORMANCE WORKSHOPS, A HIGH SCHOOL SUMMER SHAKESPEARE CONSERVATORY, AND A MIDDLE SCHOOL ACTING PROGRAM, REACH 50,000 CHILDREN AND ADULTS EACH YEAR. THE OLD GLOBE/UNIVERSITY OF SAN DIEGO PROFESSIONAL ACTOR TRAINING PROGRAM IS AN INTENSIVE, TWO-YEAR COURSE OF STUDY IN CLASSICAL THEATRE, LEADING TO THE MASTER OF FINE ARTS DEGREE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17834435 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 238 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 637 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SOMERS DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192311941 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1363 OLD GLOBE WAY | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANN STECK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ANTHONY S THORNLEY | ||||||
| VICE CHAIR - FINANCE & TRE | 7.00 | X | 0 | 0 | 0 | X |
| SANDRA REDMAN | ||||||
| VICE CHAIR - NOMINATING | 7.00 | X | 0 | 0 | 0 | X |
| VALERIE S COOPER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KATHRYN HATTOX | ||||||
| IMMEDIATE PAST-CHAIR | 7.00 | X | 0 | 0 | 0 | X |
| JOSEPH BENOIT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARY BETH ADDERLEY-WRIGHT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DONALD COHN | ||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X |
| PETER COOPER | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| DENI JACOBS | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |
| CONRAD PREBYS | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| BEA EPSTEN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PAMELA A FARR | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DEAN THORP | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH ALTMAN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| VICTOR P GALVEZ | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ELAINE DARWIN | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |
| ELIZABETH HELMING | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| HAROLD W FUSON JR | ||||||
| CHAIR ELECT | 4.00 | X | 0 | 0 | 0 | X |
| VIVIANA IBANEZ | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JO ANN KILTY | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DAPHNE H JAMESON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SUSAN MAJOR | ||||||
| VICE CHAIR - DEVELOPMENT | 5.00 | X | 0 | 0 | 0 | X |
| MARSHA CHANDLER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RAFAEL PASTOR | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| NANCI HULL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RENEE SCHATZ | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| STACEY LEVASSEUR VASQUEZ | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DANIEL L SULLIVAN PHD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JULIE H SULLIVAN PHD | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| EVELYN MACK TRUITT | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| DEBRA TURNER | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |
| CAROLYN YORSTON-WELLCOME | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| CRYSTAL WATKINS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PAM CESAK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| STEPHEN M CUSATO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ROBERT H GLEASON | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| TIM HAIDINGER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MITZI YATES LIZARRAGA | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| CONRAD PREBYS | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| JERI ROVSEK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JEAN SHEKHTER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| HARVEY WHITE | ||||||
| SECRETARY | 4.00 | X | 0 | 0 | 0 | X |
| JUNE YODER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| LOUIS G SPISTO | ||||||
| PRESIDENT/EXECUTIVE DIRECT | 40.00 | X | 304350 | 0 | 39474 | X |
| JAMES A WENING | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ROBERT DRAKE | ||||||
| DIRECTOR OF PRODUCTION | 40.00 | 106772 | 0 | 12685 | X | |
| DAVID HENSON | ||||||
| SECRETARY/DIR. OF MARKETIN | 40.00 | 135188 | 0 | 4135 | X | |
| MICHAEL G MURPHY | ||||||
| VP/GENERAL MANAGER | 40.00 | 139158 | 0 | 15356 | X | |
| TODD SCHULTZ | ||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 140137 | 0 | 12936 | X | |
| MARK SOMERS | ||||||
| TREASURER/CFO | 40.00 | 114264 | 0 | 15186 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 939869 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99772 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1474551 | FundraisingEvents |
| Related Organizations | 286162 | RelatedOrganizations |
| Government Grants | 606216 | GovernmentGrants |
| All Other Contributions | 4788092 | AllOtherContributions |
| Noncash Contributions | 2258885 | NoncashContributions |
| Total Contributions | 7155021 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 10849599 | 10849599 |
| ENHANCEMENT REVENUE | 900099 | 1876438 | 1876438 |
| OTHER REVENUE | 900099 | 83744 | 83744 |
| EDUCATIONAL PROGRAMS | 611600 | 12992 | 12992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12822773 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92171 | TotalRevenueColumn |
| Exclusion | $92,171 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19283 | TotalRevenueColumn |
| Exclusion | $19,283 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 69077 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 65001 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4076 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4076 | TotalRevenueColumn |
| Unrelated Business Revenue | -12519 | UnrelatedBusinessRevenue |
| Exclusion | $16,595 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2062207 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2050709 | Securities |
| Other | 51596 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11498 | Securities |
| Other | -51596 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40098 | TotalRevenueColumn |
| Exclusion | -$40,098 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 221871 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1474551 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 520938 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -299067 | TotalRevenueColumn |
| Exclusion | -$299,067 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 600080 | GrossSalesOfInventory |
| Cost Of Goods Sold | 296039 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 304041 | TotalRevenueColumn |
| Related Or Exempt Function Income | 304041 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASSTHROUGH K-1 ORDINA | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 12588 | TotalRevenueColumn |
| Unrelated Business Revenue | 12588 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12588 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20070788 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13126814 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 69 | UnrelatedBusinessRevenue |
| Exclusion | -$211,116 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75950 | Total |
| Program Services | 75950 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039641 | Total |
| Program Services | 373389 | ProgramServices |
| Management And General | 398572 | ManagementAndGeneral |
| Fundraising | 267680 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8732373 | Total |
| Program Services | 7657909 | ProgramServices |
| Management And General | 570090 | ManagementAndGeneral |
| Fundraising | 504374 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485004 | Total |
| Program Services | 458490 | ProgramServices |
| Management And General | 13744 | ManagementAndGeneral |
| Fundraising | 12770 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 742731 | Total |
| Program Services | 664568 | ProgramServices |
| Management And General | 45720 | ManagementAndGeneral |
| Fundraising | 32443 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897571 | Total |
| Program Services | 774200 | ProgramServices |
| Management And General | 68305 | ManagementAndGeneral |
| Fundraising | 55066 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36135 | Total |
| Program Services | 28942 | ProgramServices |
| Management And General | 6867 | ManagementAndGeneral |
| Fundraising | 326 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75910 | Total |
| Management And General | 75910 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8684 | Total |
| Fundraising | 8684 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3377 | Total |
| Management And General | 3377 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254352 | Total |
| Program Services | 1127544 | ProgramServices |
| Management And General | 124175 | ManagementAndGeneral |
| Fundraising | 2633 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639018 | Total |
| Program Services | 639018 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152234 | Total |
| Program Services | 117843 | ProgramServices |
| Management And General | 15206 | ManagementAndGeneral |
| Fundraising | 19185 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162622 | Total |
| Management And General | 162622 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639199 | Total |
| Program Services | 639199 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302931 | Total |
| Program Services | 251282 | ProgramServices |
| Management And General | 27703 | ManagementAndGeneral |
| Fundraising | 23946 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9368 | Total |
| Program Services | 4114 | ProgramServices |
| Management And General | 4067 | ManagementAndGeneral |
| Fundraising | 1187 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171781 | Total |
| Program Services | 171781 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1658552 | Total |
| Program Services | 1338634 | ProgramServices |
| Management And General | 319918 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607426 | Total |
| Program Services | 528433 | ProgramServices |
| Management And General | 67921 | ManagementAndGeneral |
| Fundraising | 11072 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| HOUSING | 475003 | 475003 | ||
| SETS, PROPS, AND PAINT | 466074 | 466074 | ||
| BANK CHARGES | 458704 | 60707 | 389832 | 8165 |
| ELECTRICS AND SOUND | 382907 | 382907 | ||
| MAINTENANCE | 354572 | 308226 | 46346 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1655365 | Total |
| Program Services | 1290222 | ProgramServices |
| Management And General | 116919 | ManagementAndGeneral |
| Fundraising | 248224 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21487484 | Total |
| Program Services | 17834435 | ProgramServices |
| Management And General | 2457294 | ManagementAndGeneral |
| Fundraising | 1195755 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34931 | BOY |
| EOY | 47529 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9545278 | BOY |
| EOY | 10324856 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17893039 | BOY |
| EOY | 13013327 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236075 | BOY |
| EOY | 205565 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121259 | BOY |
| EOY | 117045 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459327 | BOY |
| EOY | 905134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43488397 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11422787 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33254896 | BOY |
| EOY | 32065610 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1648945 | BOY |
| EOY | 238704 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1337617 | BOY |
| EOY | 1375738 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64531367 | BOY |
| EOY | 58293508 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1865079 | BOY |
| EOY | 758231 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4175268 | BOY |
| EOY | 3271282 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3745701 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7758297 | BOY |
| EOY | 2000000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205647 | BOY |
| EOY | 179940 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14004291 | BOY |
| EOY | 9955154 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9521286 | BOY |
| EOY | 9337810 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39482921 | BOY |
| EOY | 37028602 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1522869 | BOY |
| EOY | 1971942 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50527076 | BOY |
| EOY | 48338354 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64531367 | BOY |
| EOY | 58293508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1416696 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -772026 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 10509774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10155403 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9937021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10040557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7155021 | CurrentTaxYear |
| Total | 47797776 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12447285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13834863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12074012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11965531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13422853 | CurrentTaxYear |
| Total | 63744544 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22957059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23990266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22011033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22006088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20577874 | CurrentTaxYear |
| Total | 111542320 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1782826 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2232482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1323896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2479687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1540718 | CurrentTaxYear |
| Total | 9359609 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | 1782826 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2232482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1323896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2479687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1540718 | CurrentTaxYear |
| Total | 9359609 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 102182711 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 498657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 594072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 511936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 316642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 180531 | CurrentTaxYear |
| Total | 2101838 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30826 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -20799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69 | CurrentTaxYear |
| Total | 53332 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 528692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 624898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 525137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 295843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 180600 | CurrentTaxYear |
| Total | 2155170 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1223386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1404793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 686810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 408213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 221871 | CurrentTaxYear |
| Total | 3945073 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24709137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26019957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23222980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22710144 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20980345 | CurrentTaxYear |
| Total | 117642563 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87050 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01830 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE | GeneralExplanation |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 313477 | BeginningOfYearBalance |
| Contributions | 25100 | Contributions |
| Investment Earnings Or Losses | 17950 | InvestmentEarningsOrLosses |
| Other Expenditures | 7852 | OtherExpenditures |
| End Of Year Balance | 348675 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 259888 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 37192 | InvestmentEarningsOrLosses |
| Other Expenditures | 8603 | OtherExpenditures |
| End Of Year Balance | 313477 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300621 | BeginningOfYearBalance |
| Contributions | 25575 | Contributions |
| Investment Earnings Or Losses | -57174 | InvestmentEarningsOrLosses |
| Other Expenditures | 8318 | OtherExpenditures |
| Administrative Expenses | 816 | AdministrativeExpenses |
| End Of Year Balance | 259888 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1750000 | OtherCostOrOtherBasis |
| Book Value | 1750000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4484827 | OtherCostOrOtherBasis |
| Depreciation | 914409 | Depreciation |
| Book Value | 3570418 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33333114 | OtherCostOrOtherBasis |
| Depreciation | 7569260 | Depreciation |
| Book Value | 25763854 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3809567 | OtherCostOrOtherBasis |
| Depreciation | 2939118 | Depreciation |
| Book Value | 870449 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110889 | OtherCostOrOtherBasis |
| Book Value | 110889 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32065610 | TotalOfBookValueLandBuildings |
| Total Revenue | 20070788 | TotalRevenue |
| Total Expenses | 21487484 | TotalExpenses |
| Excess Or Deficit For Year | -1416696 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 51287 | NetUnrealizedGLOnInvestments |
| Other | -$834,117 | OtherAmount |
| Total Adjustments | -782830 | TotalAdjustments |
| Excess Or Deficit Per FS | -2199526 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20401613 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 51287 | NetUnrealizedGainsInvestments |
| Other Revenues | 279538 | OtherRevenues |
| Revenue Not Rptd F990 | 330825 | RevenueNotRptdF990 |
| Revenue Subtotal | 20070788 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20070788 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22601139 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1113655 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1113655 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21487484 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21487484 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION CONTINUES RAISING FUNDS DIRECTLY FOR THE ENDOWMENT WITH THE INTENT THAT A 4% ANNUAL DRAW WILL COVER THE STRUCTURAL DEFICIT OF EARNED/CONTRIBUTED REVENUE AND EXPENSE NEEDED TO FULFILL ITS MISSION. |
| PART X: THE OLD GLOBE ADOPTED NEW PROVISIONS OF ACCOUNTING STANDARD CODIFICATION 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS AS OF JANUARY 1, 2009. NO ADJUSTMENT TO NET ASSETS WAS REQUIRED UPON THE ADOPTION OF THE NEW PROVISIONS, AS THE OLD GLOBE HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE OLD GLOBE HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2010 AND 2009. PART XI, LINE 8, OTHER: CHANGE IN PLEDGE ALLOWANCE $-810,725 K-1 PASS THROUGH $-12,588 CONSOLIDATING AJE $-10,804 TOTAL: $-834,117 PART XII, LINE 2D, OTHER: SPECIAL EVENTS EXPENSE $520,938 COST OF GOODS SOLD $296,039 K-1 PASS THROUGH $-12,588 CHANGE IN PLEDGE ALLOWANCE $-810,725 IN KIND INCOME $204,133 CONSOLIDATION AJE $16,740 RENTAL EXPENSE RECLASS $65,001 TOTAL: $279,538 PART XIII, LINE 2D, OTHER: SPECIAL EVENTS EXPENSE: $520,938 COST OF GOODS SOLD: $296,039 IN KIND EXPENSE $204,133 CONSOLIDATION AJE $27,544 RENTAL EXPENSE RECLASS $65,001 TOTAL: $1,113,655 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAVEL GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13805 ALTON PARKWAY STE B | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GALA AUCTION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 155787 | GrossReceipts |
| Amount Retained By Contractor | 22500 | AmountRetainedByContractor |
| Net To Organization | 133287 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 155787 | TotalGrossReceipts |
| Total Retained By Contractors | 22500 | TotalRetainedByContractors |
| Total Net To Organization | 133287 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1417508 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1299275 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 118233 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 297199 | OtherDirectExpensesEvent1 |
| Name Of Event2 | VARIOUS | NameOfEvent2 |
| Gross Receipts Event2 | 278914 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 175276 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 103638 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 223739 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 1696422 | GrossReceiptsTotal |
| Charitable Contributions Total | 1474551 | CharitableContributionsTotal |
| Gross Revenue Total Events | 221871 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 520938 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 520938 | DirectExpenseSummaryEvents |
| Net Income Summary | -299067 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | UIVERSITY OF CALIFORNIA, SAN DIEGO, MASTERS OF ARTS PROGRAM | TypeOfGrant |
| Number Of Recipients | 21 | NumberOfRecipients |
| Amount Of Cash Grant | 75950 | AmountOfCashGrant |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS/STIPENDS ARE GIVEN ONLY TO GRADUATE STUDENTS IN AN MFA PROGRAM RUN JOINTLY BY THE UNIVERSITY OF SAN DIEGO AND OLD GLOBE THEATRE. THE STIPENDS' PURPOSE IS TO COVER A SMALL PORTION OF MONTHLY LIVING EXPENSES OVER A TWO YEAR COURSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUIS G SPISTO | |||||||||||||
| 304350 | 0 | 0 | 0 | 0 | 0 | 7350 | 0 | 32124 | 0 | 343824 | 0 | 0 | 0 |
| MICHAEL G MURPHY | |||||||||||||
| 139158 | 0 | 0 | 0 | 0 | 0 | 4299 | 0 | 11057 | 0 | 154514 | 0 | 0 | 0 |
| TODD SCHULTZ | |||||||||||||
| 140137 | 0 | 0 | 0 | 0 | 0 | 4259 | 0 | 8677 | 0 | 153073 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | FIRST-CLASS TRAVEL AND SOCIAL DUES WERE PROVIDED TO THE PRESIDENT. THE BENEFITS WERE NOT TREATED AS TAXABLE INCOME AS THEY WERE 100% BUSINESS RELATED. FIRST-CLASS TRAVEL WAS APPROVED BY THE BOARD IN 2003 BECAUSE IT IS MEDICALLY RELATED. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE THEATRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 951543396 | IssuerEIN |
| Date Issued | 2011-08-12 | DateIssued |
| Issue Price | 3802430 | IssuePrice |
| Description Of Purpose | REPAYMENT OF EXISTING NOTES PAYABLE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 3802430 | TotalProceeds |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Percentage Of Prvt Business Re UBI | 0.17000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.17000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANDRA REDMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 160348 | AmountOfTransaction |
| Description Of Transaction | INTEREST PAYMENTS ON MORTGAGE TO COMMERCIAL BANK IN WHICH BOARD MEMBER IS AN OFFICER OF SUCH BANK. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Art Fractional Interest ArtFractionalInterest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED VALUE OF COST | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13375 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED VALUE OF COST | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2072440 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. PRICE DAY OF TRANSF | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD AND BEVERAGE | 9 | 67029 | COST |
| X | JEWELRY FOR GALA AUCTION | 3 | 38176 | QUOTED VALUE OF COST |
| X | EVENT TICKETS FOR GALA AUCTION | 3 | 5160 | SALE OF COMPARABLE ITEM |
| X | DONATED TABLE GIFTS FOR EVENTS | 1 | 25033 | QUOTED VALUE OF COST |
| X | FABRIC FOR COSTUME SHOP | 1 | 28972 | QUOTED VALUE OF COST |
| X | PORTRAIT SITTING FOR GALA AUCTION | 3 | 7700 | QUOTED VALUE OF COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES THIRD PARTIES TO SELL NON-CASH ITEMS AT AUCTION. THEY ALSO USE AN INVESTMENT BROKER TO SELL PUBLICALLY TRADED STOCK RECEIVED AS A CONTRIBUTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP, WHO HAVE THE RIGHT TO ELECT OFFICERS AS PROPOSED TO THEM BY THE NOMINATING COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | DIRECTOR OF FINANCE (CORPORATE OFFICER) AND TAX PREPARER COMPLETE 990, WHICH IS REVIEWED BY THE EXECUTIVE PRODUCER/CORPORATE PRESIDENT. AFTER MANAGEMENT'S APPROVAL OF THE 990, THE AUDIT COMMITTEE REVIEWS THE RETURN THEN APPROVES FOR SUBMISSION TO THE IRS. EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED ACCESS TO A PUBLIC DISCLOSURE COPY OF THE 990 PRIOR TO FILING THE RETURN WITH THE IRS. | |
| EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE OLD GLOBE IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF A CONFLICT ARISES, THAT BOARD MEMBER CAN NOT VOTE ON THE TRANSACTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE CONTRACT FOR THE EXECUTIVE PRODUCER/PRESIDENT IS NEGOTIATED DIRECTLY WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEIR PROCESS INCLUDES A PERSONNEL APPRAISAL, THE THEATRE COMMUNICATIONS GROUP SALARY SURVEY AND PEER DISCUSSION WITH BOARDS OF OTHER MAJOR PERFORMING ARTS INSTITUTIONS. THE MOST RECENT THREE-YEAR CONTRACT COVERS 1/1/11 - 12/31/17. A WRITTEN SUBSTANTIATION IS HELD IN THE FILES OF THE ORGANIZATION'S INDEPENDENT ATTORNEY. THE EXECUTIVE PRODUCER/PRESIDENT USES THE ORGANIZATION'S FORMAL APPRAISAL PROCESS, ON-GOING EVALUATIONS, AND COMPARABILITY INFORMATION FROM THE ANNUAL THEATRE COMMUNICATIONS GROUP SALARY SURVEY FOR EACH CORPORATE OFFICER AND/OR KEY EMPLOYEE. POSITIONS INCLUDE GENERAL MANAGER, DIRECTOR OF DEVELOPEMENT, DIRECTOR OF MARKETING, AND DIRECTOR OF FINANCE. THIS ANNUAL PROCESS HAS BEEN IN PLACE SINCE YEAR-BEGINNING 2004, HOWEVER DUE TO FINANCIAL CONSIDERATIONS, NO ANNUAL SALARY INCREASES HAVE BEEN GRANTED SINCE YEAR-BEGINNING 2008. CONTEMPORANEOUS SUBSTANTIATION IS A FINAL NEW SALARIES DOCUMENT WHICH IS SIGNED BY THE EXECUTIVE PRODUCER AND GENERAL MANAGER AND FORWARDED TO HUMAN RESOURCES AND PAYROLL FOR IMPLEMENTATION. OUTSIDE THIS PROCESS, THE POSITION OF FESTIVAL ARTISTIC DIRECTOR HAS A MULTI-YEAR, NEGOTIATED CONTRACT, WITH SAME CRITERIA USED JOINTLY BY EXECUTIVE PRODUCER/PRESIDENT AND BOARD CHAIR. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 51,287. CHANGE IN ALLOWANCE -810,725. K-1 INCOME -12,588. TOTAL TO FORM 990, PART XI, LINE 5: -772,026. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD GLOBE ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122171 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921122171 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336125358 | EIN |
| Primary Activities | 509(A)(3) SUPPORT ORGANIZATION OF OLD GLOBE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT FROM OLD GLOBE ENDOWMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 286162 | AmountInvolved |
Comments