2024-02-15T14:11:33-06:00 2023-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2022-07-01 411408420 THE HISTORY THEATRE INC HIST 6512924323 30 EAST 10TH STREET ST PAUL MN 55101 KAREN MUELLER MANAGING DIRECTOR 6512924323 2024-02-14 1 KAREN MUELLER 999009999 0 NEAL EVERT P00046853 9528310085 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN MUELLER 30 EAST 10TH STREET ST PAUL MN 55101 2916127 0 X WWW.HISTORYTHEATRE.COM X 1987 MN HISTORY THEATRE ENTERTAINS, EDUCATES AND ENGAGES AUDIENCES BY CREATING AND PRODUCING NEW WORKS THAT EXPLORE MINNESOTA'S PAST AND THE DIVERSE AMERICAN EXPERIENCE. 21 21 199 185 0 0 1946906 989444 874925 1880097 2348 2755 -21137 2098 2803042 2874394 0 0 0 0 1680072 1763214 0 0 166445 1168795 1574198 2848867 3337412 -45825 -463018 1825620 2725742 448654 1811465 1376966 914277 HISTORY THEATRE ENTERTAINS, EDUCATES AND ENGAGES AUDIENCES BY CREATING AND PRODUCING NEW WORKS THAT EXPLORE MINNESOTA'S PAST AND THE DIVERSE AMERICAN EXPERIENCE. 0 0 2734655 SEASON - HISTORY THEATRE PRODUCED A SEASON OF 6 PLAYS AND MUSICALS, FIVE OF THESE PRODUCTIONS WERE ORIGINALLY COMMISSIONED AND DEVELOPED AT HISTORY THEATRE INCLUDING GLENSHEEN (SUMMER); A SERVANTS CHRISTMAS; DIESEL HEART AND THE DEFEAT OF JESSE JAMES. A TOTAL OF 41,500 PATRONS ATTENDED PRODUCTION INCLUDING 1,827 SEASON TICKET HOLDERS. THIS IS AN IMPROVEMENT OVER FY 22, BUT STILL NOT AT THE LEVEL OF AUDIENCE ATTENDENCE IN FY 19 (PRE PANDEMIC). HISTORY THEATRE HOLDS A UNIQUE SPOT IN THE THEATRE LANDSCAPE, FOR ITS MISSION AND FOR ITS COMMITTMENT TO COMMISSIONING AND FULLY DEVELOPING AND PRODUCING NEW WORK FROM "PAGE TO STAGE". EDUCATION - SEATS TO STAGE (S2S) SCHOOL-BASED RESIDENCIES TEACH WRITING, COLLABORATION, AND PERFORMANCE TO AREA HIGH SCHOOLERS, ALIGNING WITH MN HIGH SCHOOL THEATER ARTS LEARNING STANDARDS. HT ALSO PARTNERS WITH VAIL PLACE, WORKING WITH ADULTS WITH MENTAL HEALTH DIAGNOSIS AND MN INDEPENDENCE COLLEGE AND COMMUNITY, WORKING WITH COLLEGE-AGE STUDENTS WHO ARE NEURODIVERGENT. STS LEADS STUDENTS TO CREATE PLAYS BASED ON THEIR LIFE EXPERIENCES AND INTRODUCES THEM TO MANY ASPECTS OF THEATRE ARTS. STUDENT GROUPS ATTEND MATINEES OF OUR MAIN STAGE SHOWS AT A DISCOUNTED RATE AND OFTEN WITH TRANSPORTATION SUBSIDY. 2734655 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 199 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MN X KAREN MUELLER 6512924323 30 EAST TENTH STREET ST PAUL MN ST PAUL MN 55101 KERA PETERSON DIRECTOR 2.00 X 0 0 0 CANDACE CAMPBELL VICE PRESIDENT 2.00 X X 0 0 0 CHERYL L MOORE DIRECTOR 2.00 X 0 0 0 DAVE BEEHLER DIRECTOR 2.00 X 0 0 0 DR JON THOMAS DIRECTOR 2.00 X 0 0 0 GENE LINK DIRECTOR 2.00 X 0 0 0 GEORGE DOW DIRECTOR 2.00 X 0 0 0 JAMES ROLLWAGEN DIRECTOR 2.00 X 0 0 0 JENNIFER SIMEK DIRECTOR 2.00 X 0 0 0 JOHN F APITZ DIRECTOR 2.00 X 0 0 0 JOHN SEBASTIAN PRESIDENT 2.00 X X 0 0 0 KATRINA PHILLIPS DIRECTOR 2.00 X 0 0 0 LOIS DUFFY SECRETARY 2.00 X X 0 0 0 PONDIE NICHOLSON TAYLOR DIRECTOR 2.00 X 0 0 0 SUSAN KIMBERLY DIRECTOR 2.00 X 0 0 0 TYLER ZEHRING TREASURER 2.00 X X 0 0 0 KENNETH SCHAEFER MARKET PRESIDENT 2.00 X 0 0 0 KAREN MUELLER MANAGING DIRECT 40.00 X 78853 0 0 RON PELUSO ARTISTIC DIRECT 40.00 X 78853 0 0 157706 0 0 0 0 0 1 0 79000 157777 752667 989444 TICKET SALES 711110 1767513 1767513 EDUCATION 711110 105384 105384 TOUR INCOME 711110 7200 7200 1880097 2755 2755 392 0 392 392 392 42805 79000 41733 1072 1072 MISCELLANEOUS 711110 634 634 634 2874394 1881123 0 3827 157703 126163 20501 11039 1293936 1035148 168212 90576 196810 157448 25585 13777 114765 91812 14919 8034 191243 74775 96797 19671 255853 255853 35789 10737 21473 3579 9098 2729 5459 910 369893 332904 29591 7398 11568 10412 925 231 37027 33324 2962 741 CONTRACT ARTIST FEES 317365 317365 PRODUCTION COSTS 166184 166184 BANK FEES 84664 84664 PRINTING 56423 16927 33854 5642 39091 18210 16034 4847 3337412 2734655 436312 166445 416723 484721 1187585 844522 106804 112139 28800 145 63509 78090 129539 104885 22199 24654 0 1181471 1825620 2725742 112921 102447 335733 498902 0 1210116 448654 1811465 X 1298916 478031 78050 436246 1376966 914277 1825620 2725742 -463018 329 0 X 0 1 X 1 0 X 652527 1042933 1005548 1946906 989444 5637358 652527 1042933 1005548 1946906 989444 5637358 23372 5613986 20506 14 1260 2346 2755 26881 72198 46374 45569 2390 634 167165 5831404 6061589 0.96270 0.94740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21292 17319 3973 99675 87566 12109 8572 8572 24654 RIGHT-OF-USE LEASE ASSET 1181471 1181471 RIGHT-OF-USE LEASE LIABILITY 1210116 1210116 X 2874723 329 329 2874394 0 2874394 3337412 0 3337412 0 3337412 PART X, LINE 2: THE THEATRE HAS A TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10. THE THEATRES POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. THE THEATRE CONTINUES TO OPERATE CONSISTENT WITH ITS ORIGINAL EXEMPTION APPLICATION AND EACH YEAR TAKES THE NECESSARY ACTIONS TO MAINTAIN ITS EXEMPT STATUS. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. IN COMPLIANCE WITH ITS EXEMPT STATUS, THE THEATRE ANNUALLY FILES A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990). X X X X X X 1 JESSICA HUANG 550 W 146TH ST 11 NEW YORK NY 10031 FUNDRAISING 0 0 4667 -4667 4667 -4667 AN HISTORIC NIGHT OUT 121805 79000 42805 41733 121805 79000 42805 41733 41733 1072 1 1 0 0 0 0 0 0 0 0 PART I, LINE 4A RON PELUSO, ARTISTIC DIRECTOR. RETIRED IN DECEMBER 2022. $50,000 AWARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FINANCE COMMITTEE WILL LOOK OVER THE 990 AND AUDIT AS PART OF THEIR OVERSIGHT PROCESS. THE FULL BOARD WILL REVIEW AT THEIR NOV 2018 BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANY PERCEIVED OR ACTUAL CONFLICT OF INTEREST IS BROUGHT TO THE BOARD AT FOR DISCUSSION AND ACTION IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR'S PERFORMANCE IS REVIEWED AND COMPENSATION CONFIRMED BY THE FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS. COMPARABLE SALARIES WITHIN THE NON PROFIT INDUSTRY ARE REVIEWED BY THE EXECUTIVE COMMITTEE EVERY 2 -3 YEARS TO INFORM SALARY LEVELS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST