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Nonprofiteer
← HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION

Form 990 for tax year 2022

Filed by HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION.

Totals

Total revenue
$8,214,932
Total expenses
$4,606,046
Contributions and grants received
$4,930,067
Grants paid
$0
Program service revenue
$3,261,732
Investment income
$4,465
Other revenue
$18,668
Total assets, end of year
$47,923,878
Total liabilities, end of year
$41,352,386
Net assets or fund balances, end of year
$6,571,492
Program services expenses (Part IX)
$4,205,417
Management and general expenses
$240,348
Fundraising expenses
$160,281
Program service expenses (Part III)
$4,205,417

Program services were 91.3% 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.

  • 1e · Government grants (contributions)

    $437,813

  • 1f · All other contributions, gifts and grants

    $4,492,254

  • 2a · Program service revenue: ADMISSIONS

    total $2,632,462 · related or exempt $2,632,462

  • 2b · Program service revenue: ACTING CLASSES

    total $367,616 · related or exempt $367,616

  • 2c · Program service revenue: COSTUME & PROP RENTAL

    total $105,118 · unrelated business $105,118

  • 2d · Program service revenue: CONCESSIONS & GIFTS

    total $96,874 · related or exempt $96,874

  • 2e · Program service revenue: ADVERTISING

    total $59,662 · related or exempt $59,662

  • 3 · Investment income

    total $4,465 · excluded $4,465

  • 11a · Other revenue: MISC

    total $18,668 · related or exempt $18,668

  • 11e · Other revenue, total

    $18,668

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $457,134 · program services $457,134

  • 7 · Other salaries and wages

    total $1,543,982 · program services $1,513,668 · management and general $30,314

  • 8 · Pension plan contributions

    total $104,380 · program services $79,329 · management and general $25,051

  • 9 · Other employee benefits

    total $168,111 · program services $109,272 · management and general $58,839

  • 10 · Payroll taxes

    total $141,242 · program services $107,344 · management and general $33,898

  • 11c · Fees: accounting

    total $43,119 · management and general $43,119

  • 12 · Advertising and promotion

    total $110,696 · program services $110,696

  • 13 · Office expenses

    total $67,842 · program services $54,948 · management and general $12,894

  • 16 · Occupancy

    total $249,219 · program services $242,418 · management and general $6,801

  • 22 · Depreciation, depletion and amortization

    total $80,131 · program services $80,131

  • 23 · Insurance

    total $51,816 · program services $40,393 · management and general $11,423

  • 24a · Other expenses: PRODUCTION

    total $917,555 · program services $917,555

  • 24b · Other expenses: CONSULTING FEES

    total $158,980 · fundraising $158,980

  • 24c · Other expenses: MERCHANT FEES

    total $125,888 · program services $125,888

  • 24d · Other expenses: EDUCATION DEPARTMENT

    total $114,578 · program services $114,578

  • 24e · All other expenses

    total $271,373 · program services $252,063 · management and general $18,009 · fundraising $1,301

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,793 · end of year $58,441

  • 2 · Savings and temporary cash investments

    beginning of year $4,024,057 · end of year $4,055,508

  • 4 · Accounts receivable

    beginning of year $2,350 · end of year $1,722

  • 7 · Other notes and loans receivable

    beginning of year $180,000 · end of year $9,751,152

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,552 · end of year $113,294

  • 10a · Land, buildings and equipment: cost or other basis

    $828,639

  • 10b · Land, buildings and equipment: accumulated depreciation

    $497,003

  • 10c · Land, buildings and equipment, net

    beginning of year $308,876 · end of year $331,636

  • 14 · Intangible assets

    beginning of year $131,484 · end of year $131,484

  • 15 · Other assets

    end of year $33,480,641

  • 17 · Accounts payable and accrued expenses

    beginning of year $393,690 · end of year $453,756

  • 19 · Deferred revenue

    beginning of year $1,394,816 · end of year $2,085,941

  • 22 · Loans and payables to officers and key people

    end of year $5,959,778

  • 25 · Other liabilities

    end of year $32,852,911

  • 27 · Net assets without donor restrictions

    beginning of year $2,370,321 · end of year $6,571,492

  • 28 · Net assets with donor restrictions

    beginning of year $592,285

Mission and programs · 2022

Mission

ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.

  • ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.

    Expenses $3,676,552 · Revenue $3,261,732

  • ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.

    Expenses $528,865

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cody Swenson

    EXECUTIVE DI

    Total calculated
    $153,816
    From this org
    $116,485
    From related orgs
    $0
    Other
    $37,331
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $116,485
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,131
    Nontaxable benefits
    $28,200
    Filer's total
    $153,816

  • Jeff Fisher

    DEVELOPMENT

    Total calculated
    $143,264
    From this org
    $134,520
    From related orgs
    $0
    Other
    $8,744
    Hours/week
    40

  • Anne Swenson

    ARTISTIC DIR

    Total calculated
    $104,000
    From this org
    $96,825
    From related orgs
    $0
    Other
    $7,175
    Hours/week
    40

  • Linda Hale

    EDUCATION DI

    Total calculated
    $99,659
    From this org
    $90,599
    From related orgs
    $0
    Other
    $9,060
    Hours/week
    40

  • Cody Hale

    TECHNICAL DI

    Total calculated
    $99,659
    From this org
    $90,599
    From related orgs
    $0
    Other
    $9,060
    Hours/week
    50

  • Anne Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carl Hernandez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • William Jeffs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Missy Larsen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Karen McCandless

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jani Radebaugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lincoln Westcott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jeff Wilks

    BOARD CHAIRM

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349307426

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