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Nonprofiteer
← AMERICAN PLAYERS THEATRE FOUNDATION INC

Form 990 for tax year 2023

Filed by AMERICAN PLAYERS THEATRE FOUNDATION INC.

Totals

Total revenue
$381,138
Total expenses
$249,936
Contributions and grants received
$194,602
Grants paid
$245,936
Program service revenue
$0
Investment income
$186,536
Other revenue
$0
Total assets, end of year
$13,806,686
Total liabilities, end of year
$106,403
Net assets or fund balances, end of year
$13,700,283
Program services expenses (Part IX)
$245,936
Management and general expenses
$4,000
Fundraising expenses
$0
Program service expenses (Part III)
$245,936

Program services were 98.4% 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.

  • 1f · All other contributions, gifts and grants

    $194,602

  • 3 · Investment income

    total $276,855 · excluded $276,855

  • 7a · Gross sales of assets other than inventory

    securities $505,467

  • 7b · Less cost or other basis and sales expenses

    securities $595,786

  • 7c · Gain or loss

    securities -$90,319

  • 7d · Net gain or loss

    total -$90,319 · excluded -$90,319

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $245,936 · program services $245,936

  • 11c · Fees: accounting

    total $4,000 · management and general $4,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $286,248 · end of year $25

  • 3 · Pledges and grants receivable

    beginning of year $1,663,080 · end of year $1,458,818

  • 11 · Investments: publicly traded securities

    beginning of year $10,087,517 · end of year $12,347,843

  • 25 · Other liabilities

    beginning of year $106,034 · end of year $106,403

  • 27 · Net assets without donor restrictions

    beginning of year $9,720,270 · end of year $11,617,090

  • 28 · Net assets with donor restrictions

    beginning of year $2,210,541 · end of year $2,083,193

Mission and programs · 2023

Mission

N/A

Activities or mission (Part I)

To support the activities of the American Players Theatre of Wisconsin Inc

  • TO HELP CARRY OUT THE MISSION OF AMERICAN PLAYERS THEATRE OF WISCONSIN INC. (APT) BY MANAGING AND PRESERVING ENDOWMENT AND LONG-TERM ASSETS FOR THE BENEFIT OF APT.

    Expenses $245,936 · Grants $245,936

As filed on the 2023 return.

Listed in Part VII

  • Martin Barrett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brenda Devita

    Director

    Total calculated
    $134,915
    From this org
    $0
    From related orgs
    $105,969
    Other
    $28,946
    Hours/week
    1 + 40 related

  • Forrest Hartmann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jack Kussmaul

    President

    Total calculated
    $0
    Hours/week
    1

  • J Marshall Osborn

    Director Thru May

    Total calculated
    $0
    Hours/week
    1

  • Dale Smith

    Vice President

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Terry Haller

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Zellers

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Scott Watson

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Sara Young

    Director

    Total calculated
    $125,145
    From this org
    $0
    From related orgs
    $119,559
    Other
    $5,586
    Hours/week
    1 + 40 related

  • Barbara Swan

    Director Beg Nov

    Total calculated
    $0
    Hours/week
    1

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349304278

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