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← HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION

Form 990 for tax year 2023

Filed by HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION.

Totals

Total revenue
$11,869,201
Total expenses
$8,999,953
Contributions and grants received
$6,345,699
Grants paid
$0
Program service revenue
$4,454,958
Investment income
$477,473
Other revenue
$591,071
Total assets, end of year
$52,869,080
Total liabilities, end of year
$43,428,340
Net assets or fund balances, end of year
$9,440,740
Program services expenses (Part IX)
$6,910,653
Management and general expenses
$1,248,468
Fundraising expenses
$840,832
Program service expenses (Part III)
$6,910,653

Program services were 76.8% 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)

    $3,136,708

  • 1f · All other contributions, gifts and grants

    $3,208,991

  • 1g · Noncash contributions included above

    $101,850

  • 2a · Program service revenue: ADMISSIONS

    total $3,715,393 · related or exempt $3,715,393

  • 2b · Program service revenue: ACTING CLASSES

    total $445,304 · related or exempt $445,304

  • 2c · Program service revenue: CONCESSIONS & GIFTS

    total $128,368 · related or exempt $128,368

  • 2d · Program service revenue: COSTUME AND PROP RENTALS

    total $109,361 · related or exempt $0 · unrelated business $109,361

  • 2e · Program service revenue: ADVERTISING

    total $56,532 · related or exempt $34,092 · unrelated business $22,440

  • 3 · Investment income

    total $477,473 · excluded $477,473

  • 11a · Other revenue: MISCELLANEOUS

    total $591,071 · related or exempt $591,071

  • 11e · Other revenue, total

    $591,071

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $653,205 · program services $437,013 · management and general $216,192

  • 7 · Other salaries and wages

    total $2,061,062 · program services $1,548,654 · management and general $512,408

  • 8 · Pension plan contributions

    total $74,647 · program services $54,609 · management and general $20,038

  • 9 · Other employee benefits

    total $208,332 · program services $152,409 · management and general $55,923

  • 10 · Payroll taxes

    total $211,863 · program services $154,992 · management and general $56,871

  • 11b · Fees: legal

    total $14,755 · management and general $14,755

  • 11c · Fees: accounting

    total $24,750 · management and general $24,750

  • 11d · Fees: lobbying

    total $100,000 · fundraising $100,000

  • 11e · Fees: professional fundraising services

    total $721,393 · fundraising $721,393

  • 11g · Fees: other

    total $19,439 · fundraising $19,439

  • 12 · Advertising and promotion

    total $109,193 · program services $109,193

  • 13 · Office expenses

    total $86,163 · program services $86,163

  • 16 · Occupancy

    total $1,535,787 · program services $1,535,787

  • 20 · Interest

    total $313,064 · management and general $313,064

  • 22 · Depreciation, depletion and amortization

    total $909,490 · program services $909,490

  • 23 · Insurance

    total $53,771 · program services $41,300 · management and general $12,471

  • 24a · Other expenses: PRODUCTION

    total $1,347,407 · program services $1,347,407

  • 24b · Other expenses: EDUCATION DEPARTMENT

    total $112,283 · program services $112,283

  • 24c · Other expenses: MERCHANT FEES

    total $85,990 · program services $85,990

  • 24d · Other expenses: CONCESSIONS AND MERCHAN

    total $72,420 · program services $72,420

  • 24e · All other expenses

    total $284,939 · program services $262,943 · management and general $21,996

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $58,441 · end of year $99,217

  • 2 · Savings and temporary cash investments

    beginning of year $4,055,508 · end of year $9,053,629

  • 3 · Pledges and grants receivable

    beginning of year $3,774,101 · end of year $4,232,074

  • 4 · Accounts receivable

    beginning of year $1,722 · end of year $3,635

  • 7 · Other notes and loans receivable

    beginning of year $5,977,051 · end of year $6,318,660

  • 9 · Prepaid expenses and deferred charges

    beginning of year $113,294 · end of year $207,079

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

    $981,234

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

    $481,769

  • 10c · Land, buildings and equipment, net

    beginning of year $412,689 · end of year $499,465

  • 14 · Intangible assets

    beginning of year $50,431 · end of year $25,216

  • 15 · Other assets

    beginning of year $33,480,641 · end of year $32,430,105

  • 17 · Accounts payable and accrued expenses

    beginning of year $453,756 · end of year $1,407,589

  • 19 · Deferred revenue

    beginning of year $2,085,941 · end of year $2,041,288

  • 22 · Loans and payables to officers and key people

    beginning of year $5,959,778 · end of year $5,959,778

  • 25 · Other liabilities

    beginning of year $32,852,911 · end of year $34,019,685

  • 27 · Net assets without donor restrictions

    beginning of year $1,849,298 · end of year -$1,429,929

  • 28 · Net assets with donor restrictions

    beginning of year $4,722,194 · end of year $10,870,669

Mission and programs · 2023

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 $6,910,653 · Revenue $4,914,228

As filed on the 2023 return.

Listed in Part VII

  • Cody Swenson

    EXECUTIVE DIRECTOR

    Total calculated
    $181,103
    From this org
    $143,523
    From related orgs
    $0
    Other
    $37,580
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,390
    Bonus
    $0
    Other
    $4,133
    Deferred
    $7,830
    Nontaxable benefits
    $29,750
    Filer's total
    $181,103

  • Linda Hale

    EDUCATION DIRECTOR

    Total calculated
    $119,769
    From this org
    $110,356
    From related orgs
    $0
    Other
    $9,413
    Hours/week
    40

  • 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

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Anne Swenson

    ARTISTIC DIRECTOR

    Total calculated
    $121,743
    From this org
    $115,473
    From related orgs
    $0
    Other
    $6,270
    Hours/week
    40

  • Cody Hale

    TECHNICAL DIRECTOR

    Total calculated
    $118,708
    From this org
    $110,464
    From related orgs
    $0
    Other
    $8,244
    Hours/week
    40

  • Jeff Fisher

    DEVELOPMENT

    Total calculated
    $180,373
    From this org
    $173,390
    From related orgs
    $0
    Other
    $6,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,313
    Bonus
    $0
    Other
    $77
    Deferred
    $6,983
    Nontaxable benefits
    $0
    Filer's total
    $180,373

  • Troy Anderson

    IT AND OPERATIONS

    Total calculated
    $138,256
    From this org
    $113,806
    From related orgs
    $0
    Other
    $24,450
    Hours/week
    40

  • Mark Ostler

    CFO

    Total calculated
    $110,134
    From this org
    $110,134
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403209349305530

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