2025-12-10T08:40:06-06:00 2025-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2024-07-01 411408420 THE HISTORY THEATRE INC HIST 6512924323 30 EAST 10TH STREET ST PAUL MN 55101 KAREN MUELLER MANAGING DIRECTOR 6512924323 2025-12-05 1 0 NEAL EVERT P00046853 9528310085 2025-12-05 2024 2025-03-06 01:10:19Z JOHN SEBASTIAN 30 EAST 10TH STREET ST PAUL MN 55101 3005694 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. 14 14 226 250 0 0 837069 1105859 2107889 1840036 23233 26199 48468 2940 3016659 2975034 0 0 0 0 1701888 1672228 0 0 145248 1339811 1306415 3041699 2978643 -25040 -3609 2365298 2556740 1469511 1664562 895787 892178 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 2431603 1842976 FY 25 MAIN STAGE SEASON-HISTORY THEATRE, DEVELOPED AND PRODUCED A SEASON OF FIVE SHOWS INCLUDING "BEHIND THE SUN", "I AM BETTY", "ROOT BEER LADY; "SECRET WARRIORS", AND "WHOA NELLIE". HISTORY THEATRE PRESENTED ITS HIT MUSICAL "GLENSHEEN" FOR ITS 10TH ANNIVERSARY YEAR TIME IN THE SUMMER OF 2025. A TOTAL OF 37,000 AUDIENCE MEMBERS ATTENDED PRODUCTIONS AT OUR DOWNTOWN ST. PAUL THEATER. HISTORY THEATRE CREATES MORE NEW WORK FROM "PAGE TO STAGE" THAN ANY OTHER THEATER IN THE STATE. EDUCATION - HISTORY THEATRE REACHES UNDERSERVED STUDENTS THROUGH OUR SEATS TO STAGE RESIDENCIES WHICH OCCURRED IN 4 AREA SCHOOLS. CLASSES ARE ALL FOCUSED ON GUIDING PARTICIPANTS THROUGH WRITING AND ACTING EXERCISES FOLLOWED BY A PERFORMANCE COMPONENT TO TELL AND SHARE THE STORIES THAT MAKE UP THEIR PERSONAL HISTORY. HT ALSO SPONSORED 2 RESIDENCIES AT MN INDEPENDENCE COLLEGE AND COMMUNITY SERVING NEURODIVERGENT AND STUDENTS ON THE AUTISM SPECTRUM. WE CONTINUED OUR SUCCESSFUL PROGRAM AT VAIL COMMUNITIES SERVING 47 PARTICIPANTS WORKING WITH A DIAGNOSIS OF SERIOUS PERSISTENT MENTAL ILLNESS. RAW STAGES NEW WORKS FESTIVAL-ENLISTING THE BEST LOCAL AND NATIONAL WRITERS, RAW STAGES IS A SHOWCASE FOR NEWLY COMMISSIONED THEATER WORK THAT MAY EVENTUALLY BE PRODUCED ON HISTORY THEATRE'S MAIN STAGE. HT PRODUCES MORE NEW WORK BASED ON HISTORY THAN ANY OTHER THEATER IN THE NATION. PLAYS IN THE FESTIVAL INCLUDED "DON'T MISS DORIS HINES", PLAYWRIGHT TYLIE SHIDER; "ROLLICKING: A WINTER CARNIVAL MUSICAL" BY KEITH HOVIS AND RACHEL TEAGLE; AND "HUNGRY LIKE THE WOLF" BY SANDRA STRUTHERS AND "SO HELP ME GOD" BY LESTER MAYER. THE FESTIVAL INCLUDED FREE EVENTS EXPLORING THE COMPLEXITIES OF CREATING NEW PLAYS. 2431603 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 100 0 226 1 0 0 0 0 1 0 1 1 0 0 0 0 X 14 14 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 CANDACE CAMPBELL VICE PRESIDENT 2.00 X X 0 0 0 CHERYL L MOORE 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 KENNETH SCHAEFER DIRECTOR 2.00 X 0 0 0 KERA PETERSON DIRECTOR 2.00 X 0 0 0 LOIS DUFFY SECRETARY 2.00 X X 0 0 0 TYLER ZEHRING TREASURER 2.00 X X 0 0 0 KAREN MUELLER MANAGING DIRECT 40.00 X 87719 0 4900 RICHARD D THOMPSON ARTISTIC DIRECT 40.00 X 87719 0 5000 175438 0 9900 0 0 0 0 0 60687 225088 820084 1105859 TICKET SALES 711110 1579418 1579418 EDUCATION 711110 258018 258018 TOUR INCOME 711110 2600 2600 1840036 26199 26199 2840 0 2840 2840 2840 30660 60687 30660 0 MISCELLANEOUS 711110 100 100 100 2975034 1842976 0 26199 185338 148270 24094 12974 1225880 980705 159364 85811 143162 114530 18611 10021 117848 94279 15320 8249 180794 67522 101575 11697 192716 192716 21413 6424 12848 2141 8780 2634 5268 878 219101 197191 17528 4382 21086 18977 1687 422 27838 25054 2227 557 CONTRACT ARTIST FEES 322821 322821 PRODUCTION COSTS 144142 144142 BANK FEES 81742 81742 PRINTING 54048 16214 32429 5405 31934 18382 10841 2711 2978643 2431603 401792 145248 472289 263771 295936 777893 131752 176427 94054 103400 349938 137771 223252 212167 88324 88725 1059691 934357 2365298 2556740 131810 146719 226007 513523 1111694 1004320 1469511 1664562 X 808135 687464 87652 204714 895787 892178 2365298 2556740 -3609 0 X 0 1 X 1 0 X 1005548 1946906 989444 837069 1105859 5884826 1005548 1946906 989444 837069 1105859 5884826 205295 5679531 1260 2346 2755 23233 26199 55793 45569 2390 634 7742 100 56435 5997054 6783056 0.94710 0.97160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 246565 43093 203472 103373 94678 8695 212167 RIGHT-OF-USE LEASE ASSET 934357 934357 RIGHT-OF-USE LEASE LIABILITY 1004320 1004320 X 2975034 0 2975034 0 2975034 2978643 0 2978643 0 2978643 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 X 1 STRATEGIC CONSULTING AND COACHING 550 W 146TH ST 11 NEW YORK NY 10031 FUNDRAISING 0 0 0 0 JESSICA HUANG 101 AUDUBON AVE 43 NEW YORK NY 10032 GRANTWRITER 0 0 2090 -2090 2090 -2090 ANNUAL BENEFIT 91347 60687 30660 3070 19021 1300 7269 91347 60687 30660 3070 19021 1300 7269 30660 0 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