Form 990 for tax year 2022
Filed by THE HEART OF AMERICA SHAKESPEARE FESTIVAL.
Totals
- Total revenue
- $1,042,644
- Total expenses
- $977,800
- Contributions and grants received
- $807,973
- Grants paid
- $6,549
- Program service revenue
- $178,133
- Investment income
- $41,139
- Other revenue
- $15,399
- Total assets, end of year
- $1,339,464
- Total liabilities, end of year
- $95,788
- Net assets or fund balances, end of year
- $1,243,676
- Program services expenses (Part IX)
- $733,238
- Management and general expenses
- $145,510
- Fundraising expenses
- $99,052
- Program service expenses (Part III)
- $733,238
Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$181,789
-
1e · Government grants (contributions)
$78,627
-
1f · All other contributions, gifts and grants
$547,557
-
1g · Noncash contributions included above
$1,914
-
2a · Program service revenue: CENTRAL TICKET OFFICE
total $70,046 · related or exempt $70,046
-
2b · Program service revenue: RESERVED SEATS & PARKI
total $50,531 · related or exempt $50,531
-
2c · Program service revenue: EDUCATION INCOME
total $38,641 · related or exempt $38,641
-
2d · Program service revenue: SOUVENIRS
total $12,052 · related or exempt $12,052
-
2e · Program service revenue: SPECIAL PERFORMANCE IN
total $3,809 · related or exempt $3,809
-
2f · All other program service revenue
total $3,054 · related or exempt $3,054
-
3 · Investment income
total $28,888 · excluded $28,888
-
7a · Gross sales of assets other than inventory
securities $12,251
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $12,251
-
7d · Net gain or loss
total $12,251 · excluded $12,251
-
8a · Fundraising events: gross income
$77,089
-
8a · Fundraising events: contributions included on line 1c
$181,789
-
8b · Fundraising events: direct expenses
$63,551
-
8c · Net income from fundraising events
total $13,538 · excluded $13,538
-
11a · Other revenue: OTHER INCOME
total $1,861 · excluded $1,861
-
11e · Other revenue, total
$1,861
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $6,549 · program services $6,549
-
5 · Compensation of officers, directors and key employees
total $103,297 · program services $73,640 · management and general $15,220 · fundraising $14,437
-
6 · Compensation of disqualified persons
total $344,678 · program services $245,719 · management and general $50,786 · fundraising $48,173
-
9 · Other employee benefits
total $32,853 · program services $10,950 · management and general $16,427 · fundraising $5,476
-
10 · Payroll taxes
total $32,762 · program services $23,261 · management and general $4,914 · fundraising $4,587
-
11c · Fees: accounting
total $30,807 · program services $6,857 · management and general $23,950
-
12 · Advertising and promotion
total $25,659 · program services $25,659
-
13 · Office expenses
total $5,281 · program services $1,838 · management and general $2,095 · fundraising $1,348
-
16 · Occupancy
total $32,112 · program services $15,716 · management and general $10,631 · fundraising $5,765
-
17 · Travel
total $6,818 · program services $4,460 · management and general $2,358
-
20 · Interest
total $126 · management and general $126
-
22 · Depreciation, depletion and amortization
total $4,372 · program services $2,055 · management and general $1,486 · fundraising $831
-
23 · Insurance
total $20,985 · program services $6,995 · management and general $10,492 · fundraising $3,498
-
24a · Other expenses: SETS, PROPS, AND COSTUM
total $77,688 · program services $77,688
-
24b · Other expenses: EQUIPMENT RENTAL
total $75,255 · program services $72,109 · management and general $2,420 · fundraising $726
-
24c · Other expenses: CONCESSIONS
total $45,737 · program services $45,737
-
24d · Other expenses: SECURITY
total $40,741 · program services $40,741
-
24e · All other expenses
total $92,080 · program services $73,264 · management and general $4,605 · fundraising $14,211
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $461,256 · end of year $393,291
-
3 · Pledges and grants receivable
beginning of year $334 · end of year $33,280
-
9 · Prepaid expenses and deferred charges
beginning of year $2,960 · end of year $3,551
-
10a · Land, buildings and equipment: cost or other basis
$108,297
-
10b · Land, buildings and equipment: accumulated depreciation
$94,794
-
10c · Land, buildings and equipment, net
beginning of year $17,876 · end of year $13,503
-
11 · Investments: publicly traded securities
beginning of year $688,094 · end of year $829,117
-
15 · Other assets
beginning of year $0 · end of year $66,722
-
17 · Accounts payable and accrued expenses
beginning of year $14,921 · end of year $14,812
-
19 · Deferred revenue
beginning of year $33,668 · end of year $13,076
-
25 · Other liabilities
beginning of year $0 · end of year $67,900
-
27 · Net assets without donor restrictions
beginning of year $392,571 · end of year $393,159
-
28 · Net assets with donor restrictions
beginning of year $729,360 · end of year $850,517
Mission and programs · 2022
Mission
THE ORGANIZATION MAKES THE WORKS OF SHAKESPEARE AND SHAKESPEAR-INSPIRED WORKS ACCESSIBLE TO A DIVERSE AUDIENCE THROUGH A FREE, PROFESSIONAL, OUTDOOR FESTIVAL, AND ADDITIONAL FREE AND PAID PERFORMANCES AND EDUCATIONAL PROGRAMS. FOR THE FESTIVAL'S 31ST SEASON (2022-2023) 31,863 ATTENDED PRODUCTIONS OR PARTICIPATED IN THESE PROGRAMS IN THE GREATER KANSAS CITY METROPOLITAN AREA.
Activities or mission (Part I)
TO MAKE THE WORKS OF SHAKESPEARE AND SHAKESPEARE-INSPIRED WORKS ACCESSIBLE TO A DIVERSE AUDIENCE THROUGH A FREE, PROFESSIONAL, OUTDOOR FESTIVAL, AND ADDITIONAL FREE AND PAID PERFORMANCES AND EDUCATIONAL PROGRAMS.
-
THE ORGANIZATION PRODUCES FREE PROFESSIONAL (ACTORS EQUITY ASSOCIATION) THEATRICAL PERFORMANCES OF SHAKESPEARE PLAYS ANF PROMOTES THOSE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS. FOR THE FESTIVAL'S 31ST SEASON (2022-2023) 31,863 ATTENDED PRODUCTIONS OR PARTICIPATED IN THESE PROGRAMS IN THE GREATER KANSAS CITY METROPOLITAN AREA.
Expenses $733,238 · Grants $6,549 · Revenue $178,133
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sidonie GarrettSIDONIE GARRETT
EXECUTIVE ARTISTIC DIRECTOR
- Total calculated
- $103,297
- From this org
- $84,404
- From related orgs
- $0
- Other
- $18,893
- Hours/week
- 45
-
Beverly ElvingBEVERLY ELVING
BOARD CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Christopher GramlingCHRISTOPHER GRAMLING
BOARD CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Scott Ashcraft MDSCOTT ASHCRAFT MD
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Allan S Gray IIALLAN S GRAY II
VICE-PRESIDENT OF COMMUNITY ENGAGEMENT
- Total calculated
- $0
- Hours/week
- 2
-
Lisa WendelburgLISA WENDELBURG
VICE-PRESIDENT OF EDUCATION
- Total calculated
- $0
- Hours/week
- 2
-
Michael ClineMICHAEL CLINE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Gabe EgliGABE EGLI
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Bill YeBILL YE
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Tj LynnTJ LYNN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Daniel BukovacDANIEL BUKOVAC
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Patricia DavisonPATRICIA DAVISON
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
R Crosby Kemper IIIR CROSBY KEMPER III
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Shirley Bush HelzbergSHIRLEY BUSH HELZBERG
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Linda WordLINDA WORD
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Michael AbramsMICHAEL ABRAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Chris BannisterCHRIS BANNISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Barbara BlochBARBARA BLOCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jessica ChanosJESSICA CHANOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Deanna DieboltDEANNA DIEBOLT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paul GutierrezPAUL GUTIERREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen HollandKAREN HOLLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Wade KerriganWADE KERRIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tom MentzerTOM MENTZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan StatonJONATHAN STATON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cindy Pratt StokesCINDY PRATT STOKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jason WaldronJASON WALDRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bernadette AshcraftBERNADETTE ASHCRAFT
ADVISORY COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Susan Porter MDSUSAN PORTER MD
ADVISORY COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Blake WendelburgBLAKE WENDELBURG
ADVISORY COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410229349301716
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