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Nonprofiteer
← EDUCATIONAL THEATRE ASSOCIATION FOUNDATION

Form 990 for tax year 2023

Filed by EDUCATIONAL THEATRE ASSOCIATION FOUNDATION.

Totals

Total revenue
$482,968
Total expenses
$518,843
Contributions and grants received
$444,026
Grants paid
$115,662
Program service revenue
$1,796
Investment income
$37,146
Other revenue
$0
Total assets, end of year
$1,885,771
Total liabilities, end of year
$138,692
Net assets or fund balances, end of year
$1,747,079
Program services expenses (Part IX)
$299,021
Management and general expenses
$58,060
Fundraising expenses
$161,762
Program service expenses (Part III)
$299,021

Program services were 57.6% 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

    $444,026

  • 2a · Program service revenue: CHAPTER AND AFFILIATE

    total $1,796 · related or exempt $1,796

  • 3 · Investment income

    total $37,146 · excluded $37,146

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $115,662 · program services $115,662

  • 7 · Other salaries and wages

    total $215,594 · program services $76,531 · management and general $42,805 · fundraising $96,258

  • 10 · Payroll taxes

    total $14,942 · program services $5,051 · management and general $2,760 · fundraising $7,131

  • 11f · Fees: investment management

    total $5,468 · management and general $5,468

  • 11g · Fees: other

    total $20,288 · program services $8,500 · management and general $1,400 · fundraising $10,388

  • 12 · Advertising and promotion

    total $3,430 · program services $930 · fundraising $2,500

  • 13 · Office expenses

    total $1,583 · program services $39 · management and general $34 · fundraising $1,510

  • 17 · Travel

    total $19,479 · program services $9,566 · management and general $978 · fundraising $8,935

  • 19 · Conferences, conventions and meetings

    total $105,410 · program services $81,319 · management and general $478 · fundraising $23,613

  • 24a · Other expenses: OTHER OPERATING COSTS

    total $15,226 · program services $995 · management and general $3,709 · fundraising $10,522

  • 24b · Other expenses: BANK AND CREDIT CARD FE

    total $1,761 · program services $428 · management and general $428 · fundraising $905

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $196,651 · end of year $408,897

  • 3 · Pledges and grants receivable

    beginning of year $442,887 · end of year $104,250

  • 9 · Prepaid expenses and deferred charges

    end of year $2,795

  • 11 · Investments: publicly traded securities

    beginning of year $1,189,067 · end of year $1,369,829

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,648 · end of year $29,489

  • 25 · Other liabilities

    beginning of year $93,399 · end of year $109,203

  • 27 · Net assets without donor restrictions

    beginning of year $612,770 · end of year $503,404

  • 28 · Net assets with donor restrictions

    beginning of year $1,119,788 · end of year $1,243,675

Mission and programs · 2023

Mission

THE EDUCATIONAL THEATRE FOUNDATION (ETF) IS THE PHILANTHROPIC ARM OF THE EDUCATIONAL THEATRE ASSOCIATION (EDTA). SINCE ITS INCEPTION IN 2017, ETF HAS BEEN DEDICATED TO BROADENING REPRESENTATION AND INCREASING ACCESS TO EDUCATIONAL THEATRE. ETF PROGRAMS SUPPORT STUDENTS, EDUCATORS, AND THE FIELD AT LARGE BY FOCUSING ON THREE STRATEGIC GOALS: ENHANCING DIVERSITY, EQUITY, AND INCLUSION; PROVIDING SCHOLARSHIPS AND GRANTS; AND OFFERING PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THEATRE EDUCATORS. ETF AIMS TO INSPIRE THEATRE EDUCATORS TO TRANSFORM LIVES THROUGH THE POWER OF THEATRE.

  • PROGRAM GRANTS - THE JUMPSTART THEATRE PROGRAM IS A THREE-YEAR INITIATIVE DESIGNED TO CREATE SUSTAINABLE MUSICAL THEATRE PROGRAMS IN UNDERSERVED MIDDLE SCHOOLS. IN COLLABORATION WITH THE EDUCATIONAL THEATRE FOUNDATION, MUSIC THEATRE INTERNATIONAL, ITHEATRICS, AND BROADWAY MEDIA, THE PROGRAM PROVIDES SCHOOLS WITH TRAINING, MATERIALS, AND SUPPORT TO PRODUCE THEIR FIRST FULL-SCALE MUSICAL PRODUCTION. THE GOAL IS TO ENGAGE STUDENTS IN ALL ASPECTS OF THEATRE, BUILD SCHOOL AND COMMUNITY INTEREST IN THE ARTS, AND PROVIDE A SCALABLE MODEL FOR SCHOOLS LACKING THEATRE PROGRAMS.

    Expenses $82,019 · Grants $24,448 · Revenue $1,796

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $151,911 · Grants $60,464

  • STUDENT AND EDUCATOR SCHOLARSHIP AND AWARDS - THE THESPIAN GROWTH & EXCELLENCE FUND ARE EDUCATOR GRANTS AWARDED TO A NUMBER OF SCHOOL TO ASSIST IN EDTA MEMBERSHIP, TEACHER SUPPORT, AND PROGRAMMATIC RESOURCES FOR THEATRE IN SCHOOLS. MANY STUDENT AND ADULT SCHOLARSHIPS ARE AVAILABLE THROUGH ETF THAT SUPPORT UNDERREPRESENTED APPLICANTS IN THE THEATRE INDUSTRY, FUTURE THEATRE EDUCATORS, AND CURRENT STUDENT LEADERS. SCHOLARSHIPS ARE AVAILABLE FOR ATTENDANCE AT THE INTERNATIONAL THESPIAN FESTIVAL, AND FOR TRAINING OPPORTUNITIES FOR STUDENT THESPIANS.

    Expenses $65,091 · Grants $30,750

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Matt Conover

    CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Megan Tulac Phillips

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Abbie Van Nostrand

    TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Nancy Aborn Duffy

    SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • Alex Birsh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Allison Rawlings

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Brisa Carleton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Carly Hughes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • David Redman Scott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Dipika Guha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Elwood Hopkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Gai Laing Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Jeff Whiting

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Jennifer Isaacson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • John Prignano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Julie Cohen Theobald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Krista Carson Elhai

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Mark Weinstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Michael Barra

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Paolo Montalban

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Quentin Sanford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Sarah Jane Arnegger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Tim Kashani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Timothy Allen McDonald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Jennifer Katona

    EXECUTIVE DIRECTOR

    Total calculated
    $230,157
    From this org
    $0
    From related orgs
    $226,698
    Other
    $3,459
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,698 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,459 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $230,157 related

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 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349321875

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