OREGON SHAKESPEARE FESTIVAL ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SHAKESPEARE FESTIVAL ASSOCIATION (EIN 93-0407022)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-14
- IRS object ID
- 202602579349301255
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-14T10:33:37-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930407022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE | BusinessNameLine1Txt |
| Business Name Line2 | FESTIVAL ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5414822111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAVIER DUBON | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5414822111 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAVIER DUBON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,209,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSFASHLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 433 | TotalEmployeeCnt |
| Total Volunteers | 279 | TotalVolunteersCnt |
| Total Gross UBI | $533,119 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,046,370 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,363,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,421,195 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,792,613 | CYProgramServiceRevenueAmt |
| PY Investment Income | $588,084 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,125 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,680,234 | PYOtherRevenueAmt |
| CY Other Revenue | $1,695,598 | CYOtherRevenueAmt |
| PY Total Revenue | $32,735,883 | PYTotalRevenueAmt |
| CY Total Revenue | $52,880,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,783,893 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,547,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $212,762 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,413,071 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,464,576 | PYOtherExpensesAmt |
| CY Other Expenses | $14,277,183 | CYOtherExpensesAmt |
| PY Total Expenses | $35,461,231 | PYTotalExpensesAmt |
| CY Total Expenses | $43,825,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,725,348 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,055,529 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,714,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,482,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,010,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,708,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,704,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,774,052 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,638,734 | ExpenseAmt |
| Revenue | $15,705,147 | RevenueAmt |
| Desc | THE 2025 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED THE FESTIVAL'S 90TH ANNIVERSARY, CELEBRATING NINE DECADES OF WORLD-CLASS THEATRE, EDUCATION, AND COMMUNITY ENGAGEMENT. THE SEASON FEATURED NINE PRODUCTIONS ACROSS THREE THEATRES: JULIUS CAESAR BY WILLIAM SHAKESPEARE, DIRECTED BY ROSA JOSHI; THE IMPORTANCE OF BEING EARNEST BY OSCAR WILDE, DIRECTED BY DESDEMONA CHIANG; AUGUST WILSON'S JITNEY, DIRECTED BY TIM BOND; SHANE, ADAPTED BY KAREN ZACARAS FROM THE NOVEL BY JACK SCHAEFER, DIRECTED BY BLAKE ROBISON; THE MERRY WIVES OF WINDSOR BY WILLIAM SHAKESPEARE, DIRECTED BY TERRI MCMAHON; INTO THE WOODS, WITH MUSIC AND LYRICS BY STEPHEN SONDHEIM AND BOOK BY JAMES LAPINE, DIRECTED BY AMANDA DEHNERT; FAT HAM BY JAMES IJAMES, DIRECTED BY ELIZABETH CARTER; (CONTINUED ON SCHEDULE O).AS YOU LIKE IT BY WILLIAM SHAKESPEARE, DIRECTED BY LISA PETERSON; AND QUIXOTE NUEVO BY OCTAVIO SOLIS, DIRECTED BY LISA PORTES.THE 2025 SEASON REPRESENTED THE FESTIVAL'S SECOND YEAR OF REBUILDING AND EXPANDING ITS EDUCATION PROGRAMMING FOLLOWING THE PANDEMIC. THROUGH ITS EDUCATION AND ENGAGEMENT PROGRAMS, OSF DEEPENED ITS COMMITMENT TO SERVING STUDENTS AND EDUCATORS BOTH ON CAMPUS AND IN COMMUNITIES ACROSS THE WEST COAST. MORE THAN 38,400 STUDENT MATINEE AND SCHOOL VISIT TICKETS WERE PROVIDED THROUGH ON-CAMPUS PERFORMANCES AND THE FESTIVAL'S SCHOOL VISIT PROGRAM, INCLUDING MORE THAN 16,000 STUDENT TICKETS THROUGH SCHOOL VISITS IN COMMUNITIES ACROSS THE WEST COAST. THE FESTIVAL ALSO CONTINUED ITS INVESTMENT IN THE NEXT GENERATION OF THEATRE ARTISTS AND LEADERS THROUGH THE FAIR (FELLOWSHIPS, ASSISTANTSHIPS, INTERNSHIPS, AND RESIDENCIES) PROGRAM. | Desc |
| Total Program Service Expenses | $31,638,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 306 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 433 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIANA SPIEGLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414822111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SOUTH PIONEER ST | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975200158 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALEX SUTTON | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BOB SPELTZ | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARY WILCOX | |||||||||
| BOARD MEMBER/VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RUDD JOHNSON | |||||||||
| BOARD MEMBER/BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AMY CUDDY | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLOTTE LIN | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA SCHERR | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DL RICHARDSON | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE HITZ | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HOLLINGSWORTH | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DEE ANNE EVERSON | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE YU | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| DUSTIN BUEHLER | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH CHOY | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY BULKELEY THROUGH 1224 | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE GIBBS | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| MARTINE KEI GREEN-ROGERS | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY TAIT | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| NICK PLIAM | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| OCTAVIO SOLIS | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| PERRY SIMON | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT VAN BROCKLIN | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| SAMUEL DAKIN | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| TONY DRUMMOND | |||||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | ||||
| TIM BOND | |||||||||
| ARTISTIC DIRECTOR | 50.00 | Yes (X) | $310,401 | $0 | $27,892 | 2.00 | |||
| KAMILAH LONG THROUGH 0125 | |||||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | Yes (X) | $192,394 | $0 | $18,716 | 2.00 | |||
| ARIANA SPIEGLER | |||||||||
| FINANCE DIRECTOR | 50.00 | Yes (X) | $164,137 | $0 | $23,447 | 0.50 | |||
| JAVIER DUBON | |||||||||
| INTERIM EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $141,519 | $0 | $14,620 | 1.00 | |||
| GABRIELLA CALICCHIO THROUGH 625 | |||||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $86,784 | $0 | $1,704 | 1.00 | |||
| JENNIFER RYEN | |||||||||
| CHIEF PHILANTROPHY OFFICER | 50.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| ANYANIA MUSE | |||||||||
| MANAGING DIRECTOR OF IDEA | 50.00 | $219,865 | $0 | $19,762 | Yes (X) | ||||
| ROSA JOSHI | |||||||||
| ASSOCIATE ARTISTIC DIRECTOR | 45.00 | $138,518 | $0 | $11,597 | Yes (X) | ||||
| MICHAEL MAAG | |||||||||
| PRODUCTION MANAGER | 45.00 | $128,089 | $0 | $23,223 | Yes (X) | ||||
| SHIREE DYSON THROUGH 1224 | |||||||||
| ASSOC MANAGING DIRECTOR OF IDEA | 45.00 | $118,917 | $0 | $19,035 | Yes (X) | ||||
| TARA KAYTON | |||||||||
| DIRECTOR OF OPERATIONS | 45.00 | $118,703 | $0 | $20,118 | Yes (X) | ||||
| KARUS WALSCH 325 | |||||||||
| DIRECTOR OF AUDIENCE EXPERIENCE | 45.00 | $118,000 | $0 | $10,394 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,737,327 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTOPHER HANSON | |||||
| 164 N LAUREL STREET 2 | ASHLAND | OR | 97520 | SECURITY SERVICES | $282,148 |
| CAPACITY INTERACTIVE CONSULTING | |||||
| PO BOX 83447 | WOBURN | MA | 01813 | CONTRACT MARKETING | $240,550 |
| COPPERBOX LEADERSHIP ADVISORY | |||||
| 17 HIGHLAND SPRING LANE | GEORGETOWN | TX | 78633 | CONTRACT HR | $210,000 |
| ARTS CONSULTING | |||||
| PO BOX 983122 | BOSTON | MA | 02298 | EXEC DIRECTOR SEARCH | $141,833 |
| DCM | |||||
| 261 WEST 35TH ST STE 600 | NEW YORK | NY | 10001 | TELEMARKETING | $113,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,386,719 | MembershipDuesAmt |
| Related Organizations | $4,308,002 | RelatedOrganizationsAmt |
| Government Grants | $2,265,141 | GovernmentGrantsAmt |
| All Other Contributions | $26,403,479 | AllOtherContributionsAmt |
| Noncash Contributions | $5,784,931 | NoncashContributionsAmt |
| Total Contributions | $35,363,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PLAYS AND OTHER EVENTS | 711110 | $15,080,538 | $14,993,072 | $87,466 |
| MEMBERSHIP BENEFITS | 900099 | $488,109 | $488,109 | |
| EDUCATIONAL PROGRAMS | 900099 | $223,966 | $223,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,792,613 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,723 | TotalRevenueColumnAmt |
| Exclusion | $71,723 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,024 | TotalRevenueColumnAmt |
| Exclusion | $1,024 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $192,221 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $192,221 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,221 | TotalRevenueColumnAmt |
| Exclusion | $192,221 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,598 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$42,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$42,598 | TotalRevenueColumnAmt |
| Exclusion | -$42,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $732,283 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $286,630 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $445,653 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $445,653 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONCESSIONS | 721000 | $678,087 | $678,087 |
| COSTUME FEE | 711190 | $136,555 | $136,555 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242,058 | TotalRevenueColumnAmt |
| Exclusion | $242,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,056,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,880,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,705,147 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $533,119 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,279,070 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,007 | TotalAmt |
| Program Services | $1,298,899 | ProgramServicesAmt |
| Management And General | $378,936 | ManagementAndGeneralAmt |
| Fundraising | $67,172 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,101,265 | TotalAmt |
| Program Services | $15,759,810 | ProgramServicesAmt |
| Management And General | $4,501,799 | ManagementAndGeneralAmt |
| Fundraising | $839,656 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,270 | TotalAmt |
| Program Services | $377,148 | ProgramServicesAmt |
| Management And General | $150,860 | ManagementAndGeneralAmt |
| Fundraising | $27,262 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,454,856 | TotalAmt |
| Program Services | $3,494,045 | ProgramServicesAmt |
| Management And General | $843,987 | ManagementAndGeneralAmt |
| Fundraising | $116,824 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,567 | TotalAmt |
| Program Services | $1,064,181 | ProgramServicesAmt |
| Management And General | $540,841 | ManagementAndGeneralAmt |
| Fundraising | $86,545 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,176 | TotalAmt |
| Program Services | $9,173 | ProgramServicesAmt |
| Management And General | $362,884 | ManagementAndGeneralAmt |
| Fundraising | $119 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,161 | TotalAmt |
| Management And General | $116,161 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020 | TotalAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,284 | TotalAmt |
| Program Services | $255,042 | ProgramServicesAmt |
| Management And General | $705,849 | ManagementAndGeneralAmt |
| Fundraising | $12,393 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,539 | TotalAmt |
| Management And General | $1,348,624 | ManagementAndGeneralAmt |
| Fundraising | $19,915 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,315 | TotalAmt |
| Program Services | $127,319 | ProgramServicesAmt |
| Management And General | $695,323 | ManagementAndGeneralAmt |
| Fundraising | $53,673 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,822 | TotalAmt |
| Program Services | $572,822 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,731 | TotalAmt |
| Program Services | $325,363 | ProgramServicesAmt |
| Management And General | $78,053 | ManagementAndGeneralAmt |
| Fundraising | $92,315 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,290 | TotalAmt |
| Management And General | $262,290 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586,203 | TotalAmt |
| Program Services | $1,501,058 | ProgramServicesAmt |
| Management And General | $74,065 | ManagementAndGeneralAmt |
| Fundraising | $11,080 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,598 | TotalAmt |
| Program Services | $437,716 | ProgramServicesAmt |
| Management And General | $42,275 | ManagementAndGeneralAmt |
| Fundraising | $7,607 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOCATION OF FACILITY | $3,024,626 | $2,715,207 | $262,235 | $47,184 |
| HOUSING | $2,653,291 | $2,552,186 | $101,105 | |
| PRODUCTION | $1,262,401 | $1,036,517 | $225,812 | $72 |
| COMMISSIONS AND FEES | $132,070 | $67,720 | $57,979 | $6,371 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,656 | TotalAmt |
| Program Services | $44,528 | ProgramServicesAmt |
| Management And General | $23,245 | ManagementAndGeneralAmt |
| Fundraising | $24,883 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,825,148 | TotalAmt |
| Program Services | $31,638,734 | ProgramServicesAmt |
| Management And General | $10,773,343 | ManagementAndGeneralAmt |
| Fundraising | $1,413,071 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,322 | BOYAmt |
| EOY | $216,117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,329 | BOYAmt |
| EOY | $3,348,946 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,477 | BOYAmt |
| EOY | $6,429,760 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,342 | BOYAmt |
| EOY | $170,686 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,772 | BOYAmt |
| EOY | $681,646 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,130 | BOYAmt |
| EOY | $1,282,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,660,266 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,829,590 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,008,132 | BOYAmt |
| EOY | $26,830,676 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,560 | BOYAmt |
| EOY | $4,835,328 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,933 | BOYAmt |
| EOY | $227,400 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,700,616 | BOYAmt |
| EOY | $12,459,832 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,714,613 | BOYAmt |
| EOY | $56,482,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,742 | BOYAmt |
| EOY | $3,089,353 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,614 | BOYAmt |
| EOY | $751,395 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,835,750 | BOYAmt |
| EOY | $5,728,897 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,126,400 | BOYAmt |
| EOY | $13,139,032 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,010,506 | BOYAmt |
| EOY | $22,708,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,803,507 | BOYAmt |
| EOY | $16,321,321 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,600 | BOYAmt |
| EOY | $17,452,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,704,107 | BOYAmt |
| EOY | $33,774,052 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,714,613 | BOYAmt |
| EOY | $56,482,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,055,529 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,416 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,768,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,622,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,591,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,046,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,363,341 | CurrentTaxYearAmt |
| Total | $117,392,867 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,585,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,708,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,763,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,809,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,861,570 | CurrentTaxYearAmt |
| Total | $8,727,464 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,354,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,330,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,355,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,855,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,224,911 | CurrentTaxYearAmt |
| Total | $126,120,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,531,203 | SubstantialContributorsTotAmt |
| Public Support Total170 | $111,589,128 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $242,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,968 | CurrentTaxYearAmt |
| Total | $903,187 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$14,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $911,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,154,205 | CurrentTaxYearAmt |
| Total | $2,076,477 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $617,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,550,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $402,059 | CurrentTaxYearMinus1YearAmt |
| Total | $2,884,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $131,984,942 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $42,251,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CONCESSIONS - OTHER INCOME - 2020 AMOUNT: $ 314,845. 2021 AMOUNT: $ 617,651. 2022 AMOUNT: $ 1,550,392. INSURANCE CLAIM - 2023 AMOUNT: $ 402,059. 2024 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,376,077 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,412,077 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $541,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $344,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30,000 | CurrentYearMinus1Amt |
| Current Year | $36,000 | CurrentYearAmt |
| Total | $951,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $100,000 | CurrentYearMinus3Amt |
| Total | $100,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,006,443 | BeginningYearBalanceAmt |
| Contributions | $2,542,187 | ContributionsAmt |
| Investment Earnings Or Losses | $3,403,149 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,308,002 | OtherExpendituresAmt |
| Administrative Expenses | $251,453 | AdministrativeExpensesAmt |
| End Year Balance | $31,392,324 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,456,259 | BeginningYearBalanceAmt |
| Contributions | $4,534 | ContributionsAmt |
| Investment Earnings Or Losses | $5,182,721 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,434,035 | OtherExpendituresAmt |
| Administrative Expenses | $203,036 | AdministrativeExpensesAmt |
| End Year Balance | $30,006,443 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,784,836 | BeginningYearBalanceAmt |
| Contributions | $15,065 | ContributionsAmt |
| Investment Earnings Or Losses | $2,018,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,250,000 | OtherExpendituresAmt |
| Administrative Expenses | $111,721 | AdministrativeExpensesAmt |
| End Year Balance | $26,456,259 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,664,051 | BeginningYearBalanceAmt |
| Contributions | $70,280 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,173,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,639,785 | OtherExpendituresAmt |
| Administrative Expenses | $136,507 | AdministrativeExpensesAmt |
| End Year Balance | $30,784,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,072,455 | BeginningYearBalanceAmt |
| Contributions | $269,165 | ContributionsAmt |
| Investment Earnings Or Losses | $9,641,851 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $776,885 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,447,951 | OtherExpendituresAmt |
| Administrative Expenses | $94,584 | AdministrativeExpensesAmt |
| End Year Balance | $38,664,051 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09571 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55677 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34752 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,199,282 | OtherCostOrOtherBasisAmt |
| Book Value | $2,199,282 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,035,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,641,502 | DepreciationAmt |
| Book Value | $15,393,990 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,986,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,839,784 | DepreciationAmt |
| Book Value | $8,146,385 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,439,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,348,304 | DepreciationAmt |
| Book Value | $1,091,019 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,830,676 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE | Desc |
| Book Value | $12,459,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,459,832 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION OF LEASE LIABILITIES | $282,131 |
| LEASE LIABILITIES | $12,856,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,139,032 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LKA FUNDRAISING | ||||||||
| 4800 S MACADAM AVE STE 135 | PORTLAND | OR | 97239 | CONSULTING/GRANTS | 0 | $0 | $10,540 | -$10,540 |
| APRIL CHRISTIANSEN | ||||||||
| 3010 LAZY CREEK DRIVE MEDFORD | MEDFORD | OR | 97504 | CONSULTING/GRANTS | 0 | $0 | $1,353 | -$1,353 |
| KATHLEEN QUINN | ||||||||
| 125 M HAMILTON ST | MADISON | WI | 53703 | DEVELOPMENT CONSULTING | 0 | $0 | $500 | -$500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $12,393 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$12,393 | TotalNetToOrganizationAmt |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | CONSULTANTS CHARGE A FLAT HOURLY RATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIM BOND | ||||||||||||||
| ARTISTIC DIRECTOR | $310,401 | $0 | $0 | $0 | $0 | $0 | $8,745 | $0 | $19,147 | $0 | $338,293 | $0 | $0 | $0 |
| ANYANIA MUSE | ||||||||||||||
| MANAGING DIRECTOR OF IDEA | $219,865 | $0 | $0 | $0 | $0 | $0 | $6,790 | $0 | $12,972 | $0 | $239,627 | $0 | $0 | $0 |
| KAMILAH LONG THROUGH 0125 | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $192,394 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,716 | $0 | $211,110 | $0 | $0 | $0 |
| ARIANA SPIEGLER | ||||||||||||||
| FINANCE DIRECTOR | $164,137 | $0 | $0 | $0 | $0 | $0 | $4,778 | $0 | $18,669 | $0 | $187,584 | $0 | $0 | $0 |
| JAVIER DUBON | ||||||||||||||
| INTERIM EXECUTIVE DIRECTOR | $141,519 | $0 | $0 | $0 | $0 | $0 | $4,339 | $0 | $10,281 | $0 | $156,139 | $0 | $0 | $0 |
| MICHAEL MAAG | ||||||||||||||
| PRODUCTION MANAGER | $128,089 | $0 | $0 | $0 | $0 | $0 | $4,012 | $0 | $19,211 | $0 | $151,312 | $0 | $0 | $0 |
| ROSA JOSHI | ||||||||||||||
| ASSOCIATE ARTISTIC DIRECTOR | $138,518 | $0 | $0 | $0 | $0 | $0 | $2,089 | $0 | $9,508 | $0 | $150,115 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GABRIELLA CALICCHIO - GROSS UP PAYMENTS ON A PORTION OF A SEVERANCE PACKAGE- YES, THIS WAS TREATED AS TAXABLE INCOME. GABRIELLA WAS PROVIDED HOUSING BENEFITS FOR NOVEMBER AND DECEMBER OF 2024 FOR A TOTAL OF $7,400 WHICH WILL BE REPORTED AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | SOME FIRST CLASS TRAVEL WAS ARRANGED INTERNALLY BY THE DEPARTMENT HANDLING TRAVEL. OTHER FIRST CLASS TRAVEL WAS ARRANGE BY THE EMPLOYEE USING COMPANY CARDS. IN FYE2025 THE ORGANIZATION DEVELOPED A WRITTEN POLICY PROHIBITING FIRST CLASS TRAVEL UNLESS MEDICALLY NECESSARY. |
| PART I, LINE 4A | GABRIELLA CALICCHIO RECEIVED A SEVERANCE PACKAGE TOTALING $125,603.75 UPON HER DEPARTURE AS EXECUTIVE DIRECTOR, CONSISTING OF $107,692.32 IN SEVERANCE PAY AND $17,911.43 FOR COBRA COVERAGE AND A 403(B) EMPLOYER MATCH. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,759,990 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH LOW | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WINE | 6 | $10,976 | FMV |
| Yes (X) | CARPETING | 1 | $7,395 | FMV |
| Yes (X) | CHOCOLATES | 1 | $2,801 | FMV |
| Yes (X) | FURNITURE | 2 | $2,799 | FMV |
| Yes (X) | FLOWERS | 4 | $670 | FMV |
| Yes (X) | PUPPETS | 1 | $300 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS METHOD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE COMPRISES OF ALL 4 BOARD OFFICERS, THE CHAIR OF EACH BOARD COMMITTEE, PLUS ONE BOARD MEMBER AT-LARGE. THE COMMITTEE OVERSEES THE MANAGEMENT AND STRATEGIC DIRECTION OF OSF, SERVING AS A LIAISON BETWEEN THE BOARD AND THE LEADERSHIP TEAM, ENSURING ORGANIZATIONAL GOALS ARE MET AND THAT THE BOARD REMAINS INFORMED OF SIGNIFICANT DEVELOPMENTS. ADDITIONAL RESPONSIBILITIES INCLUDE SETTING BOARD MEETING AGENDAS, EVALUATING LEADERSHIP PERFORMANCE, AND ENSURING COMPLIANCE WITH RELEVANT LAWS AND REGULATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE FINANCE DIRECTOR, THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL RECEIVE A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANY TIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT, IN TURN, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME THE GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION C, LINE 19 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| OSF SOLUTIONS LLC | |||||||
| PO BOX 1120 | ASHLAND | OR | 97520 | 320279547 | PRODUCTION OF THEATRICAL SOFTWARE | OR | OREGON SHAKESPEARE FESTIVAL ASSOCIATION |
| THE CYMBELINE PROJECT LLC | |||||||
| PO BOX 1120 | ASHLAND | OR | 97520 | 872341166 | PRODUCTION OF MULTIMEDIA PRODUCTIONS | OR | OREGON SHAKESPEARE FESTIVAL ASSOCIATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936041618 | EIN |
| Primary Activities | SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,308,002 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFER | MethodOfAmountDeterminationTxt |
Comments