Form 990 for tax year 2022
Filed by ALABAMA SHAKESPEARE FESTIVAL INC.
Totals
- Total revenue
- $9,650,442
- Total expenses
- $8,056,089
- Contributions and grants received
- $8,049,127
- Grants paid
- $0
- Program service revenue
- $1,456,547
- Investment income
- $260
- Other revenue
- $144,508
- Total assets, end of year
- $9,172,475
- Total liabilities, end of year
- $1,114,670
- Net assets or fund balances, end of year
- $8,057,805
- Program services expenses (Part IX)
- $6,482,487
- Management and general expenses
- $1,194,547
- Fundraising expenses
- $379,055
- Program service expenses (Part III)
- $6,482,487
Program services were 80.5% 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
$444,936
-
1d · Related organizations
$1,774,420
-
1e · Government grants (contributions)
$3,818,251
-
1f · All other contributions, gifts and grants
$2,011,520
-
1g · Noncash contributions included above
$94,094
-
2a · Program service revenue: TICKET SALES
total $1,264,296 · related or exempt $1,264,296
-
2b · Program service revenue: SCHOOLFEST INCOME
total $149,391 · related or exempt $149,391
-
2c · Program service revenue: EDUCATIONAL PROGRAMS
total $42,860 · related or exempt $42,860
-
3 · Investment income
total $260 · excluded $260
-
6a · Gross rents
real property $27,715 · personal property $13,670
-
6b · Less rental expenses
real property $0 · personal property $13,420
-
6c · Rental income or loss
real property $27,715 · personal property $250
-
6d · Net rental income or loss
total $27,965 · unrelated business $250 · excluded $27,715
-
8a · Fundraising events: gross income
$61,141
-
8a · Fundraising events: contributions included on line 1c
$444,936
-
8b · Fundraising events: direct expenses
$237,908
-
8c · Net income from fundraising events
total -$176,767 · excluded -$176,767
-
10a · Gross sales of inventory
$110,886
-
10b · Cost of goods sold
$67,133
-
10c · Net income from sales of inventory
total $43,753 · related or exempt $43,753
-
11a · Other revenue: PRESERVATION FEE
total $185,552 · related or exempt $185,552
-
11b · Other revenue: OTHER INCOME
total $64,005 · excluded $64,005
-
11e · Other revenue, total
$249,557
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $436,078 · program services $357,203 · management and general $53,563 · fundraising $25,312
-
7 · Other salaries and wages
total $3,563,123 · program services $2,922,953 · management and general $420,772 · fundraising $219,398
-
9 · Other employee benefits
total $449,131 · program services $361,201 · management and general $71,443 · fundraising $16,487
-
10 · Payroll taxes
total $293,187 · program services $240,352 · management and general $34,732 · fundraising $18,103
-
11b · Fees: legal
total $942 · management and general $942
-
11c · Fees: accounting
total $111,550 · management and general $111,550
-
11e · Fees: professional fundraising services
total $10,958 · fundraising $10,958
-
11g · Fees: other
total $2,502 · program services $834 · management and general $834 · fundraising $834
-
12 · Advertising and promotion
total $337,908 · program services $327,594 · fundraising $10,314
-
13 · Office expenses
total $399,157 · program services $267,708 · management and general $116,146 · fundraising $15,303
-
14 · Information technology
total $87,759 · program services $1,954 · management and general $85,199 · fundraising $606
-
15 · Royalties
total $110,740 · program services $110,740
-
16 · Occupancy
total $789,949 · program services $689,984 · management and general $79,972 · fundraising $19,993
-
17 · Travel
total $270,478 · program services $259,525 · management and general $10,280 · fundraising $673
-
19 · Conferences, conventions and meetings
total $5,374 · program services $2,088 · management and general $3,090 · fundraising $196
-
20 · Interest
total $96,043 · management and general $96,043
-
22 · Depreciation, depletion and amortization
total $308,370 · program services $215,859 · management and general $61,674 · fundraising $30,837
-
23 · Insurance
total $146,473 · program services $117,178 · management and general $21,971 · fundraising $7,324
-
24a · Other expenses: THEATER PRODUCTION EXPE
total $469,756 · program services $469,756
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $67,214 · program services $59,064 · management and general $5,433 · fundraising $2,717
-
24c · Other expenses: SOUTHERN WRITERS PROJEC
total $60,589 · program services $60,589
-
24d · Other expenses: TAXES AND LICENSES
total $20,725 · management and general $20,725
-
24e · All other expenses
total $18,083 · program services $17,905 · management and general $178
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,728,927 · end of year $1,214,098
-
3 · Pledges and grants receivable
beginning of year $713,674 · end of year $681,417
-
7 · Other notes and loans receivable
beginning of year $230,332 · end of year $232,657
-
8 · Inventories for sale or use
beginning of year $165,450 · end of year $158,433
-
9 · Prepaid expenses and deferred charges
beginning of year $94,434 · end of year $125,498
-
10a · Land, buildings and equipment: cost or other basis
$9,463,682
-
10b · Land, buildings and equipment: accumulated depreciation
$2,763,116
-
10c · Land, buildings and equipment, net
beginning of year $4,399,390 · end of year $6,700,566
-
15 · Other assets
beginning of year $0 · end of year $59,806
-
17 · Accounts payable and accrued expenses
beginning of year $383,169 · end of year $587,944
-
19 · Deferred revenue
beginning of year $316,689 · end of year $324,834
-
24 · Unsecured notes and loans payable
beginning of year $168,897 · end of year $201,892
-
27 · Net assets without donor restrictions
beginning of year $5,380,800 · end of year $6,817,546
-
28 · Net assets with donor restrictions
beginning of year $1,082,652 · end of year $1,240,259
Mission and programs · 2022
Mission
THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS.
-
ALABAMA SHAKESPEARE FESTIVAL OFFERED 7 PRODUCTIONS WITH 176 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY.
Expenses $6,482,487 · Revenue $1,685,852
As filed on the 2022 return.
Listed in Part VII
-
Al HeadAL HEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alexander H Carothers IIIALEXANDER H CAROTHERS III
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Barrie Harmon IIIBARRIE HARMON III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Billy LivingsBILLY LIVINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bob VardamanBOB VARDAMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl BarkerCARL BARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl StocktonCARL STOCKTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol BallardCAROL BALLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cassandra CrosbyCASSANDRA CROSBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chuck DilauraCHUCK DILAURA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cleophus Thomas JrCLEOPHUS THOMAS JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Commissioner Daniel Harris JrCOMMISSIONER DANIEL HARRIS JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Edward CrowellEDWARD CROWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eugene StanalandEUGENE STANALAND
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Father Manuel Williams CrFATHER MANUEL WILLIAMS CR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Galen J ThackstonGALEN J THACKSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gordon G MartinGORDON G MARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James K LowderJAMES K LOWDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janice HawkinsJANICE HAWKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeanie HollowayJEANIE HOLLOWAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jody McInnesJODY MCINNES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kalonji GilchristKALONJI GILCHRIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kay BlountKAY BLOUNT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura DockeryLAURA DOCKERY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laurie Jean WeilLAURIE JEAN WEIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leslie SandersLESLIE SANDERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Blach WeilLISA BLACH WEIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa TaylorLISA TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark DixonMARK DIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark P BuntingMARK P BUNTING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mayor Steven ReedMAYOR STEVEN REED
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael ReillyMICHAEL REILLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Milton C DavisMILTON C DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nichole ThompsonNICHOLE THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul FieldsPAUL FIELDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peggy M MussaferPEGGY M MUSSAFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rhon JonesRHON JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard StablerRICHARD STABLER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Robert BirminghamROBERT BIRMINGHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert BurnsROBERT BURNS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Ann RossSARAH ANN ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Beatty BullerSARAH BEATTY BULLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
The Honorable Samarria DunsonTHE HONORABLE SAMARRIA DUNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
The Honorable Vanzetta McPhersonTHE HONORABLE VANZETTA MCPHERSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas A BlountTHOMAS A BLOUNT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas AlbrittonTHOMAS ALBRITTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Todd StrangeTODD STRANGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tommie StewartTOMMIE STEWART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rick DildineRICK DILDINE
ARTISTIC DIRECTOR
- Total calculated
- $190,608
- From this org
- $168,442
- From related orgs
- $0
- Other
- $22,166
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,442
- Bonus
- $0
- Other
- $0
- Deferred
- $7,040
- Nontaxable benefits
- $15,126
- Filer's total
- $190,608
-
Todd SchmidtTODD SCHMIDT
EXECUTIVE DIRECTOR
- Total calculated
- $227,493
- From this org
- $189,967
- From related orgs
- $0
- Other
- $37,526
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,159
- Bonus
- $25,808
- Other
- $0
- Deferred
- $30,000
- Nontaxable benefits
- $7,526
- Filer's total
- $227,493
-
Eve LoebEVE LOEB
DEVELOPMENT DIRECTOR
- Total calculated
- $154,215
- From this org
- $127,233
- From related orgs
- $0
- Other
- $26,982
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,233
- Bonus
- $0
- Other
- $0
- Deferred
- $19,456
- Nontaxable benefits
- $7,526
- Filer's total
- $154,215
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 · Written employment contract
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.
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.
-
ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST
501(C)(3) · SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. · AL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 23 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402079349301660
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