2024-11-15T09:18:07-06:00 2023-12-31 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2023-01-01 870665160 HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION HALE 8012268600 225 W 400 N OREM UT 840574660 CODY SWENSON EXECUTIVE DIRECTOR 8012268600 2024-11-14 1 0 MARC A METCALF P00170461 8015327444 2024-11-14 2023 2024-10-15 13:58:12Z CODY SWENSON 225 W 400 N OREM UT 840574660 11869201 0 X HALETHEATER.ORG X 2001 UT 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. 10 8 158 290 131801 0 4930067 6345699 3261732 4454958 4465 477473 18668 591071 8214932 11869201 0 0 0 0 2414849 3209109 0 721393 840832 2191197 5069451 4606046 8999953 3608886 2869248 47923878 52869080 41352386 43428340 6571492 9440740 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. 0 0 6910653 4914228 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. 6910653 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 238 0 158 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X THE ORGANIZATION 8012268600 225 W 400 N OREM UT 840574660 CODY SWENSON EXECUTIVE DIRECTOR 50.00 X X 143523 0 37580 LINDA HALE EDUCATION DIRECTOR 40.00 X X 110356 0 9413 ANNE BROWN TRUSTEE 2.00 X 0 0 0 CARL HERNANDEZ TRUSTEE 2.00 X 0 0 0 WILLIAM JEFFS TRUSTEE 2.00 X 0 0 0 MISSY LARSEN TRUSTEE 2.00 X 0 0 0 KAREN MCCANDLESS TRUSTEE 2.00 X 0 0 0 JANI RADEBAUGH TRUSTEE 2.00 X 0 0 0 LINCOLN WESTCOTT TRUSTEE 2.00 X 0 0 0 JEFF WILKS TRUSTEE 2.00 X 0 0 0 ANNE SWENSON ARTISTIC DIRECTOR 40.00 X 115473 0 6270 CODY HALE TECHNICAL DIRECTOR 40.00 X 110464 0 8244 JEFF FISHER DEVELOPMENT 40.00 X 173390 0 6983 TROY ANDERSON IT AND OPERATIONS 40.00 X 113806 0 24450 MARK OSTLER CFO 40.00 X 110134 0 0 877146 0 92940 7 0 1 0 GOOD PASTURES IMPACT 1598 NORTH 990 WEST PLEASANT GROVE UT 84062 FUNDRAISING 721393 RED RIDER CREATIVE 510 S UNIVERSITY AVE STE 200 PROVO UT 84601 MARKETING 149046 2 3136708 3208991 101850 6345699 ADMISSIONS 711110 3715393 3715393 ACTING CLASSES 711110 445304 445304 CONCESSIONS & GIFTS 711110 128368 128368 COSTUME AND PROP RENTALS 711110 109361 0 109361 ADVERTISING 541800 56532 34092 22440 4454958 477473 477473 MISCELLANEOUS 711110 591071 591071 591071 11869201 4914228 131801 477473 653205 437013 216192 2061062 1548654 512408 74647 54609 20038 208332 152409 55923 211863 154992 56871 14755 14755 24750 24750 100000 100000 721393 721393 19439 19439 109193 109193 86163 86163 1535787 1535787 313064 313064 909490 909490 53771 41300 12471 PRODUCTION 1347407 1347407 EDUCATION DEPARTMENT 112283 112283 MERCHANT FEES 85990 85990 CONCESSIONS AND MERCHAN 72420 72420 284939 262943 21996 8999953 6910653 1248468 840832 58441 99217 4055508 9053629 3774101 4232074 1722 3635 5977051 6318660 113294 207079 981234 481769 412689 499465 50431 25216 33480641 32430105 47923878 52869080 453756 1407589 2085941 2041288 5959778 5959778 32852911 34019685 41352386 43428340 X 1849298 -1429929 4722194 10870669 6571492 9440740 47923878 52869080 2869248 0 X 0 1 X 1 0 X 580376 1408413 2621951 4930067 6345699 15886506 2774613 1991998 2918785 3175282 4936668 15797346 3354989 3400411 5540736 8105349 11282367 31683852 0 0 0 31683852 6771 2940 1386 4465 477473 493035 6771 2940 1386 4465 477473 493035 3361760 3403351 5542122 8109814 11759840 32176887 0.98470 0.99920 0.01530 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PART II-B, LINE 1: OFFICERS AND EMPLOYEES OF OUR ORGANIZATION LOBBY CITY, COUNTY, AND STATE LEGISLATIVE BODIES TO RECEIVE FUNDING. 981234 481769 499465 499465 FINANCE LEASE RIGHT OF USE 31784883 OPERATING LEASE RIGHT OF USE 645222 32430105 FINANCE LEASE LIABILITY 33369475 OPERATING LEASE LIABILITY 650210 34019685 X 11869201 0 11869201 0 11869201 8999953 0 8999953 0 8999953 PART X, LINE 2: MANAGEMENT EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN PREPARATION OF THE FOUNDATION'S TAX RETURNS TO DETERMINE IF THE POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY THE TAXING AUTHORITIES. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN INCOME TAX POSITIONS. X X X X 1 GOOD PASTURES IMPACT 1598 NORTH 990 WEST PLEASANT GROVE UT 84062 PROFESSIONAL FUNDRAISING 0 2778516 721393 2057123 2778516 721393 2057123 UT X 1 1 X X 0 0 0 0 0 0 0 0 0 CODY SWENSON EXECUTIVE DIRECTOR 139390 0 0 0 4133 0 7830 0 29750 0 181103 0 0 0 JEFF FISHER DEVELOPMENT 173313 0 0 0 77 0 6983 0 0 0 180373 0 0 0 COOK TRUST FOUNDER FINANCING OF NEW BUILDING X 5959778 5959778 0 1 1 5959778 CODY & CODY LEASING OFFICER 148614 BUILDING RENTAL 0 CODY & CODY LEASING OFFICER 148614 BUILDING RENTAL 0 X 1 101850 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 J CODY HALE (PRESIDENT) IS THE UNCLE OF CODY L SWENSON (VP & COO). LINDA HALE (VP) IS THE SPOUSE OF J CODY HALE (PRESIDENT). ANNE SWENSON (SECRETARY) IS THE SPOUSE OF CODY L SWENSON (VP & COO). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ALL BOARD MEMBERS REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY REVIEWS ANY CONFLICTS OF INTEREST IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY. THIS REVIEW COVERS ALL OFFICERS AND MEMBERS OF THE BOARD. IF ANY MEMBER OF THE GOVERNING BODY IS IDENTIFIED WITH A CONFLICT OF INTEREST, THEN SUCH MEMBER IS REQUIRED TO RECUSE HIS OR HER SELF FROM VOTING OR INFLUENCING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS IS REVIEWED ANNUALLY AND RECOMMENDED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. INDUSTRY PUBLICATIONS AND GUIDELINES FOR THE ARTS AND NON-PROFITS ARE USED TO MEASURE COMPENSATION. THIS REVIEW COVERS ALL OFFICERS OF THE ORGANIZATION AND OTHER HIGHLY COMPENSATED INDIVIDUALS AS DETERMINED BY THE 990 REPORTING REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE THEATER'S HEADQUARTERS.