2011-04-13T09:28:38-07:00 2010-08-31 SB & Company LLC 200 International Circle Ste 5500 Hunt Valley MD 21030 990 2009-09-01 526073157 Ford's Theatre Society FORD 2026382941 514 Tenth Street NW Washington DC 20004 Paul Tetreault 2026382941 2011-04-08 1 William A Seymour 4105840060 2011-04-08 2009 2016-02-24 21:20:13Z Paul Tetreault 514 Tenth Street NW Washington DC 20004 12478523 0 X www.fordstheatre.org X 1967 DC Celebrate the legacy of Lincoln by exploring the American experience through theatre and education. 56 55 321 0 0 0 22872284 7066690 2691171 3999183 -208921 215406 156199 562235 25510733 11843514 0 0 5125047 5541062 0 943033 5565716 5113739 10690763 10654801 14819970 1188713 49762955 51100055 1666280 1467343 48096675 49632712 The primary purpose of the corporation shall be to (a) stimulate, promote and advance dramatic arts in the United States with particular emphasis on matters which may be related to Abraham Lincoln and the ideals which he represented, (b) to consecrate Ford's Theatre to Lincoln's life, rather than his death by demonstrating why the President - even while guiding the nation through its greatest trial and upheaval - found a necessary refreshment in the performing arts, and (c) the presentation of theatrical events in Ford's Theatre, Washington, DC, and elsewhere by means of a permanent repertory theatre company of the highest professional standards. 0 0 7259053 3999183 Productions - Each year, over 750,000 patrons visit Ford's Theatre. During FY 2010 FTS mainstage productions were Black Pearl Sings, A Christmas Carol, The Rivalry, and Little Shop of Horrors. These shows entertained nearly 60,000 local, national, and international patrons. The One Destiny performances, Keckly and McDevitt Tours engage over 26,000 patrons interested in learning of the tragic event occurring April 14, 1865 at Ford's Theatre; tracing the steps surrounding the investigation of Lincoln's assasination; and discovering the friendship forged between First Lady Mary Todd Lincoln and her, freed from slavery, dressmaker, Elizabeth Keckly. 0 0 0 7259053 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 87 0 1 321 1 0 0 0 0 0 1 1 0 0 0 56 55 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 1 1 1 0 0 AL AR AZ CA CO CT DE FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X The Organization 2026382941 514 Tenth Street NW Washington DC 20004 Wayne R Reynolds 1 X X 0 0 0 Nicholas D Chabraja 1 X X 0 0 0 Rex W Tillerson 1 X X 0 0 0 Robert J Fitch 1 X X 0 0 0 Cecile B Tauzin 1 X X 0 0 0 Brian C Anderson 1 X 0 0 0 Lisa Arpey 1 X 0 0 0 Douglas F Bennett 1 X 0 0 0 Honorable Lea Berman 1 X 0 0 0 Paul L Berry 1 X 0 0 0 Abigail P Blunt 1 X 0 0 0 Diane Bodman 1 X 0 0 0 Honorable Elaine L Chao 1 X 0 0 0 Frank M Conner III 1 X 0 0 0 Honorable Linda Hall Daschle 1 X 0 0 0 Deborah I Dingell 1 X 0 0 0 Gloria Dittus 1 X 0 0 0 Michael G Dovey 1 X 0 0 0 Ronald I Dozoretz MD 1 X 0 0 0 Lawrence Duncan III 1 X 0 0 0 James W Dyer 1 X 0 0 0 Michelle Cross Fenty 1 X 0 0 0 Carly Fiorina 1 X 0 0 0 Andrew C Florance 1 X 0 0 0 Karyn M Frist 1 X 0 0 0 Rhoda J Glickman 1 X 0 0 0 Honorable Sven Erik Holmes 1 X 0 0 0 Albert Baker Knoll 1 X 0 0 0 Tricia Lott 1 X 0 0 0 Marlene Malek 1 X 0 0 0 Sharon Malone MD 1 X 0 0 0 Kathleen K Manatt 1 X 0 0 0 Kathleen Matthews 1 X 0 0 0 Honorable Joseph McDade 1 X 0 0 0 Honorable Thomas F McLarty 1 X 0 0 0 Waldo G McMillan Jr 1 X 0 0 0 Honorable William F McSweeny 1 X 0 0 0 Eleanor Merrill 1 X 0 0 0 Richard A Mullen 1 X 0 0 0 Zoe Dell Lantis Nutter 1 X 0 0 0 Vincent B Orange Sr 1 X 0 0 0 Ronald O Perelman 1 X 0 0 0 Vanessa I Reed 1 X 0 0 0 Landra Reid 1 X 0 0 0 Cynthia Rogers 1 X 0 0 0 David M Rubenstein 1 X 0 0 0 Honorable Frederick J Ryan 1 X 0 0 0 Albert H Small 1 X 0 0 0 Eric A Spiegel 1 X 0 0 0 Catherine Stevens 1 X 0 0 0 Betty Ann Tanner 1 X 0 0 0 Louise Taper 1 X 0 0 0 William H Timbers 1 X 0 0 0 Jill Cooper Udall 1 X 0 0 0 Beatrice Welters 1 X 0 0 0 Stanley R Zax 1 X 0 0 0 Paul Tetreault 40 X 331806 0 22422 Michelle Keegan 40 X 134135 0 14308 Kristin Fox-Siegmund 40 X 128827 0 13682 Theresa McDonald 40 X 123890 0 16812 718658 0 67224 4 0 1 0 Split Rock Studios 2071 Gateway Boulevard Arden Hills MN 55112 Museum Design Services 620799 Concrete Protection and Restoration 6737 Dogwood Road Baltimore MD 21207 Construction 434966 Martinez and Johnson 1412 Eye Street NW Washington DC 20005 Architectural Services 390451 James G Davis Construction 12530 Parklawn Drive Rockville MD 20852 Construction Services 306886 Washington Post Company PO Box 17641 Baltimore MD 21297 Advertising 240926 5 0 0 0 0 718569 6348121 68868 7066690 Production Revenue 711110 3673116 3673116 0 0 Tour Admission Fees 711110 326067 326067 0 0 0 0 0 0 3999183 257525 0 0 257525 0 0 0 0 16417 0 0 16417 101234 0 95262 0 5972 0 5972 0 0 5972 497628 0 539747 0 -42119 0 -42119 0 0 -42119 0 Broadcast Rights 900099 170000 0 0 170000 Restoration Fee 900099 169298 0 0 169298 Concession Income 722310 104908 0 0 104908 95640 0 0 95640 539846 11843514 3999183 0 777641 549537 549537 3748274 2667620 644637 436017 645846 495398 129547 20901 256655 99643 99715 57297 340750 254046 53288 33416 59942 48002 11940 46790 46790 731995 456108 46225 229662 461742 459897 1145 700 537538 276958 185472 75108 47471 1601 45870 295443 295443 557339 49284 508055 50644 44428 468 5748 8272 4573 469 3230 563 563 317278 317278 184585 5526 179059 Production 1372680 1322525 26975 23180 Miscellaneous 268119 82068 140801 45250 Housing 133004 126407 892 5705 Meals and Entertainment 40334 19989 13526 6819 10654801 7259053 2452715 943033 293225 241394 5693374 7008884 9073102 6993011 85753 317866 166837 190221 28382488 1975153 24408201 26407335 9768746 9661643 273717 279701 49762955 51100055 1121190 974006 488038 493337 57052 0 1666280 1467343 X 14343764 27624567 28386510 16657981 5366401 5350164 48096675 49632712 49762955 51100055 X 0 1 1 X 1 1 X 4502741 8808828 23937797 22872284 7066690 67188340 3565146 3385434 770829 2703771 3999183 14424363 8067887 12194262 24708626 25576055 11065873 81612703 720000 1131331 380000 1458722 564330 4254383 720000 1131331 380000 1458722 564330 4254383 77358320 234148 374979 528486 1571345 375176 3084134 234148 374979 528486 1571345 375176 3084134 41361 18050 36798 152994 539846 789049 8343396 12587291 25273910 27300394 11980895 85485886 0.90493 0.9126 0.03608 0.0354 X Concession Income, Restoration Fee, Broadcast Rights, Miscellaneous Expense RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 11310 0 0 11310 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Ford's Theatre is part of a consortium of DC arts organizations that benefits from a federal budget appropriation. The consortium of organizations contracts for the services of a professional lobbyist in an effort to continue this funding. 8501426 1000 443286 0 506754 36102 8402856 9889560 0 -816937 0 535638 35559 8501426 0.0653 0.59 0.3447 0 0 0 0 0 0 9200810 43211 9157599 0 12663469 813682 11849787 0 1770765 1117393 653372 0 4747444 867 4746577 26407335 Direct pre-production expenses 279701 279701 0 0 11843514 10654801 1188713 364561 0 0 0 -17237 347324 1536037 13036387 364561 733050 0 0 1097611 11938776 0 -95262 -95262 11843514 11500350 733050 0 0 112499 845549 10654801 0 0 0 10654801 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Mary Jane Wick Endowment Fund, also known as the Frankie Hewitt Endowment, was established through restricted contributions from donors. It requires that, in perpetuity, the principal be invested and that the income only be used for unrestricted operating activities. The Society's endowment also includes funds internally designated by the Board of Trustees to be held in reserves to support future years' operations and provide a resource for unexpected downturns. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Write off of Uncollectible Pledges: -17237. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Rental Expenses: -95262. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Write off of Uncollectible Pledges: 17237. Rental Expenses: 95262. X 0 0 X X X X X X 0 0 0 0 0 0 0 0 0 Paul Tetreault 273182 0 58624 0 0 0 12289 0 10133 0 354228 0 344897 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Ford's offers a health club benefit to its employees. Ford's pays a yearly fee to a local health club that allows all employees free access to the facility. The listed person on this schedule did not use this health club benefit. Accordingly, this benefit was not included as taxable compensation to this person. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b Employees have the choice whether or not to use the health club. It is available equally to all employees, it is not specific to any class or group of employees. Since it is paid directly by the Society for the benefit of all employees, there is no reimbursement process to follow. X 1 11000 Estimated Fair Value X Computer Software/Hardware 3 33068 Estimated Fair Value X Rear Projection Screen 1 12800 Estimated Fair Value X Framing & Display of a Piece of Art 1 12000 Estimated Fair Value 0 0 0 0 SchM_P01_S00_L01 Schedule M, Part I, Line 1 The method that the organization is using for the amounts reported in column (b) is the actual number of contributors who donated the types of items reported. SchM_P01_S00_L25 Schedule M, Part I, Lines 25-28 The method that the organization is using for the amounts reported in column (b) is the actual number of contributors who donated the types of items reported. F990_P01_S00_L07a Form 990, Part I, Line 7a Although the organization did not have unrelated business income during the fiscal year, a 990-T was prepared to have a record of the previous year's unrelated business net operating loss. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The organization has one governing body, the Board of Trustees, who is responsible for the governance of the organization. The individuals who sit on the board are the only "members" of the organization and their only right is to participate in the organization's governance. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Form 990 is prepared by SB & Company, LLC. It is then reviewed by the Director of Finance. Next it is presented to the Chair of the Finance Committee of the Board of Trustees for approval and signature prior to filing with the IRS. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c As a condition for hiring, each individual shall disclose to the Director or the Director of Administration and Operations, in writing, any financial, proprietary or personal interests that might be construed as being in conflict with his or her duty to Ford's Theatre Society. All employees are required to sign and hand in the "Conflict of Interest" form. While employed at Ford's Theatre Society, employees shall comply with this Conflict of Interest Policy and avoid even the appearance of impropriety. Employees have an ongoing duty to report to the Director or the Director of Operations, in writing, any particular situation relating to previously disclosed interests, or any circumstance in which a potential conflict of interest may arise. The Director will determine the existence of a conflict of interest. If a conflicting interest exists, the Director will determine the appropriate steps to be taken under the circumstances. Possible steps include but are not limited to (1) requiring the interested employee to refrain from participating in any decision or policy making in a pending matter relating to the conflict of interest, (2) requiring the employee to divest himself or herself of the conflicting interest, or (3) in sufficiently serious situations, termination of employment. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The compensation level of the Director is set by the compensation committee of the Board of Trustees. A compensation study is used during their deliberation, and their decisions are documented in the minutes. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Federal Form 990 is posted on a 3rd party's website, Guidestar. The audited financial statements, as well as the Society's governing documents, including the conflict of interest policy, are available by request. F990_P11_S00_L02c Form 990, Part XI, Line 2c The Society has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. There were no changes in these processes from the prior year. Mary Jane Wick Endowment Fund 514 Tenth Street NW Washington DC 20004 521935213 Wholly-owned endowment fund DC 495351 9076844 Ford's Theatre Society