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Nonprofiteer
← SOUTH ARTS INC

Form 990 for tax year 2023

Filed by SOUTH ARTS INC.

Totals

Total revenue
$8,298,403
Total expenses
$10,383,597
Contributions and grants received
$7,806,508
Grants paid
$4,471,635
Program service revenue
$121,743
Investment income
$349,936
Other revenue
$20,216
Total assets, end of year
$15,041,398
Total liabilities, end of year
$7,640,970
Net assets or fund balances, end of year
$7,400,428
Program services expenses (Part IX)
$7,547,815
Management and general expenses
$2,459,392
Fundraising expenses
$376,390
Program service expenses (Part III)
$7,547,815

Program services were 72.7% 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)

    $3,935,569

  • 1f · All other contributions, gifts and grants

    $3,870,939

  • 2a · Program service revenue: TOURING REVENUE

    total $96,000 · related or exempt $96,000

  • 2b · Program service revenue: PERFORMING ARTS EXCHAN

    total $25,743 · related or exempt $25,743

  • 3 · Investment income

    total $349,936 · excluded $349,936

  • 11a · Other revenue: REFUNDS, REIMBURSEMENT

    total $20,216 · excluded $20,216

  • 11e · Other revenue, total

    $20,216

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,466,635 · program services $4,466,635

  • 2 · Grants to domestic individuals

    total $5,000 · program services $5,000

  • 5 · Compensation of officers, directors and key employees

    total $432,495 · program services $190,355 · management and general $194,566 · fundraising $47,574

  • 7 · Other salaries and wages

    total $1,910,918 · program services $808,987 · management and general $867,745 · fundraising $234,186

  • 8 · Pension plan contributions

    total $83,730 · program services $57,242 · management and general $18,054 · fundraising $8,434

  • 9 · Other employee benefits

    total $185,030 · program services $81,974 · management and general $81,189 · fundraising $21,867

  • 10 · Payroll taxes

    total $174,420 · program services $93,171 · management and general $61,007 · fundraising $20,242

  • 11b · Fees: legal

    total $4,431 · management and general $4,431

  • 11c · Fees: accounting

    total $23,205 · management and general $23,205

  • 11g · Fees: other

    total $2,049,925 · program services $1,257,008 · management and general $768,157 · fundraising $24,760

  • 12 · Advertising and promotion

    total $150,916 · program services $93,574 · management and general $57,342

  • 13 · Office expenses

    total $37,140 · program services $11,357 · management and general $22,461 · fundraising $3,322

  • 14 · Information technology

    total $52,866 · program services $37,385 · management and general $15,481

  • 16 · Occupancy

    total $135,047 · program services $42,351 · management and general $83,525 · fundraising $9,171

  • 17 · Travel

    total $306,251 · program services $194,567 · management and general $111,121 · fundraising $563

  • 19 · Conferences, conventions and meetings

    total $223,310 · program services $170,418 · management and general $52,458 · fundraising $434

  • 22 · Depreciation, depletion and amortization

    total $22,695 · management and general $22,695

  • 23 · Insurance

    total $19,900 · management and general $19,900

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $26,448 · program services $8,550 · management and general $16,179 · fundraising $1,719

  • 24b · Other expenses: RECRUITMENT FEES

    total $12,847 · management and general $12,847

  • 24c · Other expenses: SUPPLIES

    total $10,389 · program services $2,127 · management and general $8,037 · fundraising $225

  • 24d · Other expenses: LICENSE AND TAXES

    total $3,833 · program services $121 · management and general $3,712

  • 24e · All other expenses

    total $46,166 · program services $26,993 · management and general $15,280 · fundraising $3,893

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $359,629 · end of year $1,147,180

  • 2 · Savings and temporary cash investments

    beginning of year $12,455,745 · end of year $10,870,197

  • 3 · Pledges and grants receivable

    beginning of year $2,501,991 · end of year $1,563,138

  • 4 · Accounts receivable

    beginning of year $155,480 · end of year $32,184

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,378 · end of year $30,062

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

    $649,056

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

    $615,128

  • 10c · Land, buildings and equipment, net

    beginning of year $32,032 · end of year $33,928

  • 11 · Investments: publicly traded securities

    beginning of year $1,111,502 · end of year $1,304,835

  • 15 · Other assets

    beginning of year $154,580 · end of year $59,874

  • 17 · Accounts payable and accrued expenses

    beginning of year $153,405 · end of year $398,141

  • 18 · Grants payable

    beginning of year $209,865 · end of year $69,300

  • 19 · Deferred revenue

    beginning of year $6,950,470 · end of year $7,111,867

  • 25 · Other liabilities

    beginning of year $160,584 · end of year $61,662

  • 27 · Net assets without donor restrictions

    beginning of year $8,088,247 · end of year $7,400,428

  • 28 · Net assets with donor restrictions

    beginning of year $1,235,766 · end of year $0

Mission and programs · 2023

Mission

SOUTH ARTS STRENGTHENS THE SOUTH THROUGH ADVANCING EXCELLENCE IN THE ARTS BY PRESENTING PROGRAMS AND CONNECTING WITH STATE ARTS AGENCIES IN THE REGION.

Activities or mission (Part I)

SEE SCHEDULE O FOR COMPLETE DESCRIPTION.SOUTH ARTS, INC., A NONPROFIT REGIONAL ARTS ORGANIZATION, WAS FOUNDED IN 1975 TO BUILD ON THE SOUTH'S UNIQUE HERITAGE AND ENHANCE THE PUBLIC VALUE OF THE ARTS. SOUTH ARTS' WORK RESPONDS TO THE ARTS ENVIRONMENT AND CULTURAL TRENDS WITH A REGIONAL PERSPECTIVE; OFFERS AN ANNUAL PORTFOLIO OF ACTIVITIES DESIGNED TO ADDRESS THE ROLE OF THE ARTS IN IMPACTING THE ISSUES IMPORTANT TO OUR REGION; LINKS THE SOUTH WITH THE NATION AND THE WORLD THROUGH THE ARTS. THE ORGANIZATION WORKS IN PARTNERSHIP WITH THE STATE ART AGENCIES OF ALABAMA, FLORIDA, GEORGIA, KENTUCKY, LOUISIANA, MISSISSIPPI, NORTH CAROLINA, SOUTH CAROLINA, AND TENNESSEE. IT IS FUNDED BY THE NATIONAL ENDOWMENT FOR THE ARTS, MEMBER STATES, FOUNDATIONS, BUSINESSES AND INDIVIDUALS.

  • SOUTHERN CULTURAL TREASURES AIMED TO ACKNOWLEDGE AND HONOR THE DIVERSITY OF ARTISTIC EXPRESSION AND EXCELLENCE IN THE SOUTHEAST. SOUTH ARTS ANNOUNCED AND AWARDED 17 ORGANIZATIONS THAT REPRESENT ARTS AND COMMUNITY-DRIVEN STEWARDSHIP THROUGHOUT THEIR NINE-STATE REGIONALABAMA, FLORIDA, GEORGIA, KENTUCKY, LOUISIANA, MISSISSIPPI, NORTH CAROLINA, SOUTH CAROLINA, AND TENNESSEE. SOUTHERN CULTURAL TREASURES ORGANIZATIONS WITH TOOLS AND FRAMEWORKS TO ESTABLISH THEIR OWN AGENCY AND INSTITUTIONAL NARRATIVES. THE INITIATIVE ENCOURAGED GROWTH THROUGHOUT THE SOUTHNOT ONLY IN THE CONTEXT OF THE ARTS, BUT ALSO IN THE IMPACT ON SURROUNDING COMMUNITIES AS WELL.

    Expenses $2,042,237 · Grants $1,752,679

  • JAZZ ROAD IS AN ARTIST-CENTRIC TOURING AND RESIDENCY PROGRAM THAT AIMS TO ENSURE JAZZ IS PERFORMED AND PRESENTED THROUGHOUT THE COUNTRY. THE PROGRAM ENSURES PAID WORK OPPORTUNITIES FOR JAZZ ARTISTS, AS WELL AS BOLSTERS DEEPER ENGAGEMENT BETWEEN JAZZ MUSICIANS, PRESENTERS AND COMMUNITIES. U.S.-BASED JAZZ ARTISTS WHO DEFINE THEMSELVES AS EMERGING TO MORE ESTABLISHED ALONG A CAREER SPECTRUM ARE ELIGIBLE FOR GRANTS AND PROFESSIONAL DEVELOPMENT. THE PROGRAM IS INTENDED TO SUPPORT JAZZ ARTISTS FOR WHICH A GRANT WOULD OFFER NEW AND SIGNIFICANT CAREER IMPACT. JAZZ ROAD IS SUPPORTED BY THE DORIS DUKE FOUNDATION WITH ADDITIONAL SUPPORT FROM THE MELLON FOUNDATION.

    Expenses $1,817,747 · Grants $1,472,542

  • SERVICE TO THE FIELD INCLUDES THE NATIONAL COALITION - SOUTH ARTS CO-CHAIRS THE STEERING COMMITTEE OF THE NATIONAL COALITION FOR ARTS' PREPAREDNESS AND EMERGENCY RESPONSE AND ADMINISTERED A GRANT FROM THE NATIONAL ENDOWMENT FOR THE ARTS TO SUPPORT COALITION ACTIVITIES. THE COALITION IS A CROSS-DISCIPLINARY NETWORK OF ORGANIZATIONS AND INDIVIDUALS AND USES A COMBINED STRATEGY OF RESOURCE DEVELOPMENT, EDUCATIONAL EMPOWERMENT AND ADVOCACY TO STRENGTHEN DISASTER READINESS AND RESILIENCE WITHIN THE ARTS AND CULTURE SECTOR.

    Expenses $1,753,745 · Grants $203,427

  • SOUTH ARTS, WITH SUPPORT FROM THE NATIONAL ENDOWMENT FOR THE ARTS, OFFERS GRANTS AND SUBSIDIES IN AN EFFORT TO STRENGTHEN PRESENTERS ORGANIZATIONAL CAPACITY, AND TO SUSTAIN AND EXPAND MARKETS FOR ARTS ORGANIZATIONS AND ARTISTS. THROUGH OUR TOURING FUNDS, WE SUPPORT PUBLICLY ACCESSIBLE PERFORMANCES AND PROGRAMS THAT PROVIDE OPPORTUNITIES FOR ARTISTS TO ENGAGE WITH UNDERSERVED COMMUNITIES. THIS PROGRAM CONTRIBUTES TO THE SUSTAINABILITY OF ARTS ORGANIZATIONS AND SUPPORTS HIGH ARTISTIC QUALITY PROJECTS WITH STRONG EDUCATIONAL AND OUTREACH COMPONENTS FOR THE PARTICIPANTS ACROSS THE REGION. INCLUDED ARE TRAINING, EDUCATION, TECHNICAL ASSISTANCE, FILM SCREENINGS, TRADITIONAL ARTS, AND TOURING GRANTS TO PERFORMING AND LITERARY ARTS ORGANIZATIONS. THE PROGRAM ALSO INCLUDES CROSS-SECTOR IMPACT GRANTS THAT AIM TO FACILITATE PARTNERSHIPS BETWEEN THE ARTS COMMUNITY AND OTHER SECTORS (NON-ARTS ORGANIZATIONS).IN THESE MOUNTAINS INITIATIVE PRESERVES AND PERPETUATES THE TRADITIONAL ARTS AND CULTURE OF CENTRAL APPALACHIAN COUNTIES OF KENTUCKY, NORTH CAROLINA, AND TENNESSEE. THROUGH A SERIES OF STRATEGIC PROJECTS SUPPORTING PRACTITIONERS, ARTS ORGANIZATIONS, AND COMMUNITIES, IN THESE MOUNTAINS SUPPORTS THE LONGEVITY AND INTERGENERATIONAL TRANSFER OF THE CULTURAL TRADITIONS THAT HAVE GROWN IN THIS UNIQUE REGION. AS WE LEARN AND GROW, WE CONTINUE TO REFINE HOW WE SUPPORT THE CENTRAL APPALACHIAN COMMUNITIES WITH IMPACTFUL PROGRAMMING.

    Expenses $1,934,086 · Grants $1,042,987 · Revenue $121,743

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Suzette M Surkamer

    EXECUTIVE DIRECTOR

    Total calculated
    $241,350
    From this org
    $235,675
    From related orgs
    $0
    Other
    $5,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,675
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,675
    Filer's total
    $241,350
  • Michael E Bosarge

    CHIEF FINANCIAL OFFICER

    Total calculated
    $121,153
    From this org
    $121,153
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Joy Young

    VP OF PROGRAMS

    Total calculated
    $140,767
    From this org
    $140,767
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Charles Phaneuf

    VP OF STRATEGY

    Total calculated
    $140,680
    From this org
    $140,680
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Neil Barclay

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Gretchen McLennon

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • William McKinney

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Elliott Knight

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Cathy Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alejandro Aguirre

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeff Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christopher Cathers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Natalie Chanin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Elmore Demott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John T Edge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Olga Garay-English

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sonya Halpern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anne B Pope

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Glenda E Hood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Susannah Johannsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tina Lilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bill Medich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kara Olidge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nina Parikh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Platts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alice Randall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nigel Redden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Denis Scholl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sandy Shaughnessy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Woodard

    DIRECTOR

    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. 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 · Compensation survey or study
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541329349301509

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