2025-06-02T13:42:58-05:00 2024-07-31 510218897 HORTY & HORTY PA 503 CARR ROAD SUITE 120 WILMINGTON DE 19806 990 2023-08-01 237425668 THE WILMA THEATER WILM 2158939456 265 SOUTH BROAD STREET PHILADELPHIA PA 19107 LEIGH GOLDENBERG MANAGING DIRECTOR 2158939456 2025-05-21 1 0 DOUGLAS R PHILLIPS P00068641 3026524194 2025-05-21 2023 2025-03-06 01:10:19Z LEIGH GOLDENBERG 265 SOUTH BROAD STREET PHILADELPHIA PA 19107 4109890 0 X WWW.WILMATHEATER.ORG X 1973 PA THEATRICAL PRODUCTION 16 14 140 0 0 0 2257500 3048686 287415 698753 200839 64556 150760 251864 2896514 4063859 0 0 0 0 1985434 1913365 0 0 286181 2202268 2130365 4187702 4043730 -1291188 20129 4767967 5013300 375276 536326 4392691 4476974 THE WILMA THEATER CREATES LIVING, ADVENTUROUS ART. WE ENGAGE ARTISTS AND AUDIENCES IN IMAGINATIVE REFLECTION ON THE COMPLEXITIES OF CONTEMPORARY LIFE. WE PRESENT BOLD, ORIGINAL, WELL-CRAFTED PRODUCTIONS THAT REPRESENT A RANGE OF VOICES, VIEWPOINTS AND STYLES. 0 0 2484271 897237 THEATER COMPANY COLLABORATIVE ARTISTS AND THEATER WORKSHOP PROGRAMS 2484271 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 146 0 140 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X MANAGEMENT 2158939456 265 SOUTH BROAD STREET PHILADELPHIA PA 19107 TIM SABOL TREASURER 0.50 X 0 0 0 JEFFREY HARBISON BOARD MEMBER 0.50 X 0 0 0 LINDA GLICKSTEIN BOARD MEMBER 0.50 X 0 0 0 MARK DICHTER SECRETARY 0.50 X 0 0 0 JERRY GOLDBERG VICE CHAIR 0.50 X 0 0 0 THOMAS MAHONEY BOARD MEMBER 0.50 X 0 0 0 KATHERINE KELTON CHAIR 2.00 X 0 0 0 SIV ANATUNI BOARD MEMBER 0.50 X 0 0 0 MELANIE DUBIN BOARD MEMBER 0.50 X 0 0 0 HERMAN FALA BOARD MEMBER 0.50 X 0 0 0 ROSS BESCHLER BOARD MEMBER 20.00 X 15743 0 0 KINOHI NISHIKAWA BOARD MEMBER 0.50 X 0 0 0 LANSIE SYLVIA BOARD MEMBER 0.50 X 0 0 0 SULI HOLUM BOARD MEMBER 20.00 X 20200 0 0 TAMARA HOBBS BOARD MEMBER 0.50 X 0 0 0 JESSICA RIZZO BOARD MEMBER 0.50 X 0 0 0 35943 0 0 0 0 0 0 0 72275 129154 2847257 11037 3048686 TICKET SALES 711110 676023 676023 THEATER SCHOOL 711110 22730 22730 698753 84430 84430 22973 22973 19874 -19874 -19874 -19874 36690 72275 26157 10533 10533 RENTAL INCOME 711110 124509 124509 CONCESSION/OTHER 711110 50530 50530 POSTAGE / HANDLING 711110 43319 43319 218358 4063859 897237 0 117936 X 180425 80000 100425 1438484 947101 295704 195679 19109 19109 148080 109490 22833 15757 127267 80846 30484 15937 227077 10998 190785 25294 16181 16181 67047 67047 12928 6691 241 5996 58198 58198 17671 13861 3564 246 8202 8202 329300 231512 97788 76366 43426 32940 SCENERY, SET AND COSTUM 340898 324788 16110 ARTISTIC FEES 261476 261476 COMPUTER EXPENSES 98910 1568 97342 UTILITIES 88708 66531 22177 527403 228676 271455 27272 4043730 2484271 1273278 286181 306544 49417 270147 150464 1052756 2063177 56998 32673 41555 28310 9491925 8220227 1543652 1271698 1401938 1351185 94377 66376 4767967 5013300 179271 335371 107914 100857 40008 88091 60090 375276 536326 X 1850196 1229093 2542495 3247881 4392691 4476974 4767967 5013300 20129 75191 -11037 0 X X 0 1 X 1 0 X 1915014 2811430 2374515 2298669 3085377 12485005 1915014 2811430 2374515 2298669 3085377 12485005 2990582 9494423 134610 187871 255253 210528 87529 875791 705413 68344 80052 142180 218358 1214347 14575143 1945278 0.65140 0.60320 X PART II LINE 10 SEE FORM 990, PART VIII, LINE 11A THROUGH 11E. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1475119 159452 300000 1313226 2947020 42499 1514400 1475119 3766105 -209085 610000 2947020 3685931 520174 440000 3766105 3818350 590000 312155 1034574 3685931 0.00000 1.00000 0 0 7712111 6542180 1169931 1779814 1678047 101767 1271698 WELLINGTON FUND 681119 F WELLESLEY FUND 670066 F 1351185 OPERATING LEASE LIABILITIES 60090 60090 X 4165207 75191 26157 101348 4063859 0 4063859 4080924 11037 26157 37194 4043730 0 4043730 PART V, LINE 4: THE THEATER'S ENDOWMENT INCLUDES FUNDS EARMARKED FOR A DONOR RESTRICTED ENDOWMENT FROM THE TRANSFORMATION FUND. THE GENERAL PURPOSE OF THE THEATER'S ENDOWMENT IS TO PROVIDE FUNDS FOR THE FUTURE STABILITY OF THE THEATER. THE TRANSFORMATION FUND INCLUDEDS REVOLVING FUNDS THAT ARE DESIGNED TO PROVIDE SUBSTANTIAL RESOURCES SUPPORTING TWO ESSENTIAL ORGANIZATIONAL GOALS: EXTENDED OR EXCEPTIONAL ARTISTIC PROJECT DEVELOPMENT AND PLANNING, OUTSIDE OF AND SUPPLEMENTARY TO REGULAR FOUR-PRODUCTION SEASON PLANNING; AND THEATER FACILITY REPAIR, REPLACEMENT, AND RENEWAL. PART X, LINE 2: MANAGEMENT EVALUATED THE THEATER'S TAX POSITIONS AND CONCLUDED THAT THE THEATER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON 990 PAGE 9 26,157. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON 990 PAGE 9 26,157. GALA 108965 72275 36690 26157 108965 72275 36690 26157 26157 10533 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT AUDITING FIRM ENGAGED BY THE THEATER. UPON COMPLETION OF THIS PREPARATION, FORM 990 IS SENT TO THE BUSINESS DEPARTMENT OF THE THEATER FOR DETAILED REVIEW. THE BUSINESS DEPARTMENT WILL VERIFY ALL NUMBERS RECORDED IN THE DOCUMENT AS WELL AS REVIEW AND CONFIRM ALL TEXTUAL ITEMS. AFTER THIS REVIEW, THE FORM 990, WITH ANY COMMENTS, IS PASSED ON TO THE MANAGING DIRECTOR OF THE THEATER, WHO THEN DOES A SECOND REVIEW, FOCUSING PRIMARILY ON THE TEXTUAL ITEMS AND OVERALL PRESENTATION AND INTERPRETATION OF THE NUMBERS. ANY COMMENTS OR QUESTIONS ARE RETURNED TO THE PREPARER, ADDRESSED, AND A FINAL DOCUMENT IS PROVIDED TO THE THEATER. THIS FINAL DRAFT IS SENT TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR A FINAL REVIEW. UPON THEIR REVIEW AND APPROVAL, A FINAL DOCUMENT IS SENT TO THE THEATER FOR SIGNATURE AND SUBMISSION. UPON RECEIPT OF THE FINAL DOCUMENTATION, A COPY OF FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AS WELL AS BEING FILED WITH THE APPROPRIATE GOVERNMENT ENTITIES. FORM 990, PART VI, SECTION B, LINE 12C THE THEATER DISTRIBUTES A CONFLICT OF INTEREST CERTIFICATION STATEMENT TO ALL BOARD MEMBERS EACH YEAR AT THE ANNUAL MEETING IN JUNE. ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT THE FORM AND RETURN IT TO THE THEATER PRIOR TO THE FIRST MEETING OF THE NEW FISCAL YEAR IN SEPTEMBER. THESE CERTIFICATION STATEMENTS ARE REVIEWED IN COMPARISON WITH THE PREVIOUS YEAR'S STATEMENT FOR CHANGES AND ARE KEPT IN THE MANAGEMENT OFFICES FOR REFERENCE. FORM 990, PART VI, SECTION B, LINE 15A THE THEATER ADOPTED AN EXECUTIVE COMPENSATION REVIEW POLICY IN JUNE 2009. FORM 990, PART VI, SECTION C, LINE 18 THE THEATER PROVIDES FORM 990 TO THE PUBLIC THROUGH ANOTHER'S WEBSITE (GUIDESTAR.ORG), AS WELL AS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS,AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 65,560. MANAGEMENT AND GENERAL EXPENSES 21,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,249. TEACHER FEES: PROGRAM SERVICE EXPENSES 79,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,133. ARTIST EXPENSES: PROGRAM SERVICE EXPENSES 74,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,087. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 6,457. MANAGEMENT AND GENERAL EXPENSES 59,726. FUNDRAISING EXPENSES 376. TOTAL EXPENSES 66,559. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 2,627. MANAGEMENT AND GENERAL EXPENSES 47,786. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,413. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,475. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,475. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,841. FUNDRAISING EXPENSES 10,245. TOTAL EXPENSES 37,086. LEASE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,687. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,694. FUNDRAISING EVENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,013. FUNDRAISING EXPENSES 13,458. TOTAL EXPENSES 14,471. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,551. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,999. FUNDRAISING EXPENSES 2,018. TOTAL EXPENSES 7,017. SEMINARS AND CONFERENCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,888. FUNDRAISING EXPENSES 1,175. TOTAL EXPENSES 6,063. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,106. CASTING EXPENSES: PROGRAM SERVICE EXPENSES 662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.