2024-09-12T16:14:56-05:00 2023-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5414822111 PO BOX 158 ASHLAND OR 975200158 TYLER HOKAMA INTERIM EXECUTIVE DIRECTOR 5414822111 2024-09-12 1 0 SANG AHN P00540880 5032270581 2022 2024-08-08 14:25:15Z TYLER HOKAMA PO BOX 158 ASHLAND OR 975200158 35808867 0 X WWW.OSFASHLAND.ORG X 1935 OR THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 16 16 520 172 44552 0 18622345 26591816 7305768 7526572 10430 363 555486 1685465 26494029 35804216 0 0 0 0 22082830 21693163 242391 307772 1858987 14735359 14239327 37060580 36240262 -10566551 -436046 36446061 50873035 9107398 23461216 27338663 27411819 X THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 0 0 23264540 7482020 THE 2023 SEASON AT THE OREGON SHAKESPEARE FESTIVAL CONTINUED THE TRADITION OF ARTISTIC EXCELLENCE WITH A MIX OF CLASSIC AND CONTEMPORARY WORKS, FEATURING SIX NOTABLE PRODUCTIONS: ROMEO AND JULIET BY WILLIAM SHAKESPEARE, DIRECTED BY NATAKI GARRETT; TWELFTH NIGHT BY WILLIAM SHAKESPEARE, DIRECTED BY DAWN MONIQUE WILLIAMS; RENT BY JONATHAN LARSON, DIRECTED BY TIFFANY NICHOLE GREENE; THE THREE MUSKETEERS, AN ADAPTATION BY KIRSTEN CHILDS OF THE NOVEL BY ALEXANDRE DUMAS, DIRECTED BY KENT GASH; WHERE WE BELONG BY MADELINE SAYET, DIRECTED BY MEI ANN TEO; AND IT'S CHRISTMAS, CAROL! BY MARK BEDARD, BRENT HINKLEY, AND JOHN TUFTS, DIRECTED BY PIRRONNE YOUSEFZADEH. THE SEASON ALSO MARKED AN EXPANSION OF EDUCATION OFFERINGS COMPARED TO THE PRIOR SEASON, WITH A ROBUST ARRAY OF DISCUSSIONS, LECTURES, AND TOURS THAT FOSTERED A DEEPER CONNECTION WITH BOTH YOUNG AND ADULT LEARNERS. 23264540 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 237 0 520 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR WA X ARIANA SPIEGLER 5414822111 15 SOUTH PIONEER ST ASHLAND OR 975200158 DAVID SCHMITZ EXECUTIVE DIRECTOR 50.00 1.00 X 417391 0 34729 TYLER HOKAMA INTERIM EXECUTIVE DIRECTOR 50.00 1.00 X 0 0 0 KAMILAH LONG CHIEF DEVELOPMENT OFFICER 50.00 X 0 0 0 NATAKI MYERS ARTISTIC DIRECTOR 50.00 X 411041 0 32037 TIM BOND ARTISTIC DIRECTOR 50.00 0.00 X 0 0 0 ARIANA SPIEGLER FINANCE DIRECTOR 50.00 0.50 X 0 0 0 ANYANIA MUSE MANAGING DIRECTOR OPERATIONS/IDEA 50.00 X 195743 0 22118 ALYS HOLDEN DIRECTOR OF PRODUCTION 45.00 X 169199 0 20119 AMANDA BRANDES DIRECTOR OF DEVELOPMENT 45.00 X 168222 0 21748 KIM JI-YEON DIRECTOR OF INNOVATION & STRATEGY 45.00 X 141172 0 20246 TEO MEI ANN DIRECTOR OF NEW WORKS 45.00 X 141075 0 11883 EVREN ODCIKIN ASSOCIATE ARTISTIC DIRECTOR 45.00 X 155223 0 21492 DYSON SHIREE ASSOCIATE MANAGING DIRECTOR IDEA 45.00 X 108289 0 10245 DIANE YU BOARD CHAIR 2.00 X X 0 0 0 MARY WILCOX CO-VICE CHAIR 2.00 X X 0 0 0 SACHTA CARD CO-VICE CHAIR 2.00 X X 0 0 0 MICHELLE BRANCH SECRETARY 2.00 X X 0 0 0 ANNA WERBLOW TREASURER 2.00 X X 0 0 0 PATRICK BRADFORD BOARD MEMBER 1.30 X 0 0 0 PEGGY BREY BOARD MEMBER 1.30 X 0 0 0 KELLY BULKELEY BOARD MEMBER 1.30 X 0 0 0 BROOK COLLEY BOARD MEMBER 1.30 X 0 0 0 SIDNEY COOPER BOARD MEMBER 1.30 1.00 X 0 0 0 SAMUEL DAKIN BOARD MEMBER 1.30 X 0 0 0 ERIC DISHMAN BOARD MEMBER 1.30 X 0 0 0 TONY DRUMMOND BOARD MEMBER 1.30 X 0 0 0 KATIE FAREWELL BOARD MEMBER 1.30 X 0 0 0 CHRISTINE GARRETT BOARD MEMBER 1.30 X 0 0 0 DAVE HITZ BOARD MEMBER 1.30 0.50 X 0 0 0 RUDD JOHNSON BOARD MEMBER 1.30 1.00 X 0 0 0 CHARLOTTE LIN BOARD MEMBER 1.30 1.00 X 0 0 0 DAVID PENILTON BOARD MEMBER 1.30 X 0 0 0 CARMEN RUBIO BOARD MEMBER 1.30 X 0 0 0 DANNY SANTOS BOARD MEMBER 1.30 X 0 0 0 PERRY SIMON BOARD MEMBER 1.30 X 0 0 0 OCTAVIO SOLIS BOARD MEMBER 1.30 X 0 0 0 BOB SPELTZ BOARD MEMBER 1.30 X 0 0 0 ALEX SUTTON BOARD MEMBER 1.30 X 0 0 0 NANCY TAIT BOARD MEMBER 1.30 X 0 0 0 HECTOR TOBAR BOARD MEMBER 1.30 X 0 0 0 PAUL WESTBROOK BOARD MEMBER 1.30 X 0 0 0 ELIZABETH CHOY BOARD MEMBER 1.30 X 0 0 0 MARY KELLY PERSYN BOARD MEMBER 1.30 X 0 0 0 DAVIDA CHANEL BAKER BOARD MEMBER 1.30 X 0 0 0 MARISSA CHIBAS BOARD MEMBER 1.30 X 0 0 0 1907355 0 194617 12 0 1 0 ARNOLD & PORTER KAYE SCHOLER LLP PO BOX 719451 PHILADELPHIA PA 191719451 LEGAL/LOBBYING 344000 DCM 261 WEST 35TH ST 600 NEW YORK NY 10001 TELEMARKETING 283101 PHANTOM SOLUTIONS 597 VIA MEDICI HENDERSON NV 98011 SECURITY 258756 CAPACITY INTERACTIVE CONSULTING PO BOX 83447 WOBURN MA 01813 MARKETING 219537 DR KECIA LLC 1920 NORTHSTAR WAY 239 SAN MARCOS CA 92078 LEADERSHIP CONSULTING 173500 5 6250000 2197632 18144184 345233 26591816 PLAYS AND OTHER EVENTS 711110 7447604 7403052 44552 EDUCATIONAL PROGRAMS 900099 78968 78968 7526572 4865 4865 8867 8867 126206 0 126206 126206 126206 149 4612 39 -4463 -39 -4502 -4502 OTHER INCOME 900099 1021713 1021713 CONCESSIONS 721000 528679 528679 1550392 35804216 7482020 44552 1685828 1645499 1152445 407951 85103 15138802 10602645 3753199 782958 376099 263406 93242 19451 3146078 2203394 779973 162711 1386685 971182 343786 71717 505511 505511 68494 68494 131009 131009 344000 344000 307772 307772 1789610 1789610 941429 139 885041 56249 1112849 116032 996817 67319 1010 66309 301881 301881 228317 228317 598010 368120 181647 48243 262853 262853 1778118 1678346 86585 13187 321575 288678 27880 5017 COMMISSIONS AND FEES 1779293 1463752 14641 300900 HOUSING 1574977 1574977 PRODUCTION 554736 554736 1879346 1723797 149870 5679 36240262 23264540 11116735 1858987 1523076 1686182 479738 269035 1237891 3625824 19219 9226 182980 681137 1373311 348438 63965179 33832019 31451967 30133160 177879 563667 315833 0 13240533 36446061 50873035 3712260 2372965 567033 992491 4828105 6577516 0 13518244 9107398 23461216 X 25871438 22991761 1467225 4420058 27338663 27411819 36446061 50873035 -436046 -9321 518523 0 X X 0 1 X 1 0 X 21832688 23667453 17768995 18622345 26591816 108483297 1474962 1492397 1585252 1708037 1763397 8024045 23307650 25159850 19354247 20330382 28355213 116507342 3910296 112597046 141171 209950 200097 56178 139938 747334 196255 51399 -14172 24648 0 258130 1318193 606177 314845 617651 1550392 4407258 121920064 37732534 0.92350 0.92580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 344000 344000 34037275 34381275 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 100000 541000 344000 985000 250000 250000 250000 250000 1000000 1500000 100000 100000 200000 30784836 15065 2018079 6250000 111721 26456259 38664051 70280 -6173203 1639785 136507 30784836 31072455 269165 9641851 776885 1447951 94584 38664051 34002595 270147 379797 2000000 1463115 116969 31072455 34805064 385740 3208167 2845811 1478127 72438 34002595 0.06100 0.72800 0.21100 0 1 1 3601851 3601851 30712964 12511688 18201276 17843459 9594316 8249143 11364691 11362366 2325 442214 363649 78565 30133160 OPERATING LEASE RIGHT-OF-USE 13235417 LEASE ORIGINATION FEE 5116 13240533 CURRENT PORTION OF LEASE LIABILITIES 244527 LEASE LIABILITIES 13273717 13518244 X PART V, LINE 4: THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X X X 1 DCM INC 330 WEST 38TH ST STE 207 NEW YORK NY 10018 TELEFUNDRAISING 0 153204 91767 61437 THE FUNDING STRATEGISTS 2700 LAKE OLYMPIC PARKWAY SUITE 20 MISSOURI CITY TX 77459 CONSULTING/GRANTS 0 0 96000 -96000 THE GRANT LAB 3117 CAMELOT DR BRYAN TX 77802 CONSULTING/GRANTS 0 0 34588 -34588 HUMMINGBIRD IMPACT 1135 OLIVER ST REDWOOD CITY CA 94061 INTERIM DEVELOPMENT CONTRACTOR 0 0 66667 -66667 2468 APPRECIATE 1012 BELLVIEW AVE ASHLAND OR 97520 CONSULTING 0 0 18750 -18750 153204 307772 -154568 OR WA CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) DCM BILLS AN HOURLY RATE FOR LABOR PLUS AN EMPLOYEE ASSESSMENT FEE IF THERE IS A LAW CHANGE DURING THE COURSE OF THE CAMPAIGN. DCM ALSO CHARGES COMMISSION FEES ON REVENUE DURING THE CALLING WEEKS AND THE TWO WEEKS AFTER THE COMPLETION OF CALLING. CONSULTANTS CHARGE A FLAT HOURLY RATE. 1 X X X X X 1 0 0 0 0 0 0 0 0 DAVID SCHMITZ EXECUTIVE DIRECTOR 417391 0 0 0 0 0 7538 0 27191 0 452120 0 0 0 NATAKI MYERS ARTISTIC DIRECTOR 411041 0 0 0 0 0 4846 0 27191 0 443078 0 0 0 ANYANIA MUSE MANAGING DIRECTOR OPERATIONS/IDEA 195743 0 0 0 0 0 3835 0 18283 0 217861 0 0 0 ALYS HOLDEN DIRECTOR OF PRODUCTION 169199 0 0 0 0 0 1828 0 18291 0 189318 0 0 0 AMANDA BRANDES DIRECTOR OF DEVELOPMENT 168222 0 0 0 0 0 3461 0 18287 0 189970 0 0 0 KIM JI-YEON DIRECTOR OF INNOVATION & STRATEGY 141172 0 0 0 0 0 2695 0 17551 0 161418 0 0 0 TEO MEI ANN DIRECTOR OF NEW WORKS 141075 0 0 0 0 0 2471 0 9412 0 152958 0 0 0 EVREN ODCIKIN ASSOCIATE ARTISTIC DIRECTOR 155223 0 0 0 0 0 3201 0 18291 0 176715 0 0 0 PART I, LINE 4A SEVERANCE PAID FOR THE FOLLOWING IN THE FYE 10/31/2023: DAVID SCHMITZ $212,500 AND NATAKI MYERS $240,933 KIRKALDY MYERS SPOUSE OF KEY EMPLOYEE (OFFICER) 19200 CONTRACTED SERVICES 0 X 15 344765 AVG HIGH LOW X WINE 1 468 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS METHOD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF FIVE BOARD OFFICERS AND THREE ADDITIONAL BOARD MEMBERS, ALL APPROVED BY VOTE OF THE ENTIRE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE BRINGS PROPOSALS TO THE ENTIRE BOARD OF DIRECTORS FOR VOTING. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE FINANCE CONTROLLER, THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL RECEIVE A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANYTIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT, IN TURN, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME THE GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION C, LINE 19 OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OSF SOLUTIONS LLC PO BOX 1120 ASHLAND OR 97520 320279547 PRODUCTION OF THEATRICAL SOFTWARE OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION THE CYMBELINE PROJECT LLC PO BOX 1120 ASHLAND OR 97520 872341166 PRODUCTION OF MULTIMEDIA PRODUCTIONS OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND PO BOX 158 ASHLAND OR 97520 936041618 SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. OR 501(C)(3) LINE 12B, II OREGON SHAKESPEARE FESTIVAL ASSOCIATION 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 6250000