2026-09-14T10:33:37-05:00 2025-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5414822111 PO BOX 158 ASHLAND OR 975200158 JAVIER DUBON INTERIM EXECUTIVE DIRECTOR 5414822111 2026-09-14 1 1 SANG AHN P00540880 5032270581 2024 JAVIER DUBON PO BOX 158 ASHLAND OR 975200158 53209905 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. 24 24 433 279 533119 0 19046370 35363341 11421195 15792613 588084 29125 1680234 1695598 32735883 52880677 0 0 0 0 21783893 29547965 212762 0 1413071 13464576 14277183 35461231 43825148 -2725348 9055529 47714613 56482729 23010506 22708677 24704107 33774052 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 31638734 15705147 THE 2025 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED THE FESTIVAL'S 90TH ANNIVERSARY, CELEBRATING NINE DECADES OF WORLD-CLASS THEATRE, EDUCATION, AND COMMUNITY ENGAGEMENT. THE SEASON FEATURED NINE PRODUCTIONS ACROSS THREE THEATRES: JULIUS CAESAR BY WILLIAM SHAKESPEARE, DIRECTED BY ROSA JOSHI; THE IMPORTANCE OF BEING EARNEST BY OSCAR WILDE, DIRECTED BY DESDEMONA CHIANG; AUGUST WILSON'S JITNEY, DIRECTED BY TIM BOND; SHANE, ADAPTED BY KAREN ZACARAS FROM THE NOVEL BY JACK SCHAEFER, DIRECTED BY BLAKE ROBISON; THE MERRY WIVES OF WINDSOR BY WILLIAM SHAKESPEARE, DIRECTED BY TERRI MCMAHON; INTO THE WOODS, WITH MUSIC AND LYRICS BY STEPHEN SONDHEIM AND BOOK BY JAMES LAPINE, DIRECTED BY AMANDA DEHNERT; FAT HAM BY JAMES IJAMES, DIRECTED BY ELIZABETH CARTER; (CONTINUED ON SCHEDULE O).AS YOU LIKE IT BY WILLIAM SHAKESPEARE, DIRECTED BY LISA PETERSON; AND QUIXOTE NUEVO BY OCTAVIO SOLIS, DIRECTED BY LISA PORTES.THE 2025 SEASON REPRESENTED THE FESTIVAL'S SECOND YEAR OF REBUILDING AND EXPANDING ITS EDUCATION PROGRAMMING FOLLOWING THE PANDEMIC. THROUGH ITS EDUCATION AND ENGAGEMENT PROGRAMS, OSF DEEPENED ITS COMMITMENT TO SERVING STUDENTS AND EDUCATORS BOTH ON CAMPUS AND IN COMMUNITIES ACROSS THE WEST COAST. MORE THAN 38,400 STUDENT MATINEE AND SCHOOL VISIT TICKETS WERE PROVIDED THROUGH ON-CAMPUS PERFORMANCES AND THE FESTIVAL'S SCHOOL VISIT PROGRAM, INCLUDING MORE THAN 16,000 STUDENT TICKETS THROUGH SCHOOL VISITS IN COMMUNITIES ACROSS THE WEST COAST. THE FESTIVAL ALSO CONTINUED ITS INVESTMENT IN THE NEXT GENERATION OF THEATRE ARTISTS AND LEADERS THROUGH THE FAIR (FELLOWSHIPS, ASSISTANTSHIPS, INTERNSHIPS, AND RESIDENCIES) PROGRAM. 31638734 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 0 0 1 0 0 0 1 1 1 0 0 0 1 306 0 433 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR WA X X ARIANA SPIEGLER 5414822111 15 SOUTH PIONEER ST ASHLAND OR 975200158 ALEX SUTTON TREASURER 2.00 X X 0 0 0 BOB SPELTZ SECRETARY 2.00 X X 0 0 0 MARY WILCOX BOARD MEMBER/VICE CHAIR 2.00 X X 0 0 0 RUDD JOHNSON BOARD MEMBER/BOARD CHAIR 2.00 X X 0 0 0 AMY CUDDY BOARD MEMBER 1.30 X 0 0 0 CHARLOTTE LIN BOARD MEMBER 1.30 X 0 0 0 CYNTHIA SCHERR BOARD MEMBER 1.30 X 0 0 0 DL RICHARDSON BOARD MEMBER 1.30 X 0 0 0 DAVE HITZ BOARD MEMBER 1.30 X 0 0 0 DAVID HOLLINGSWORTH BOARD MEMBER 1.30 X 0 0 0 DEE ANNE EVERSON BOARD MEMBER 1.30 X 0 0 0 DIANE YU BOARD MEMBER 1.30 X 0 0 0 DUSTIN BUEHLER BOARD MEMBER 1.30 X 0 0 0 ELIZABETH CHOY BOARD MEMBER 1.30 X 0 0 0 KELLY BULKELEY THROUGH 1224 BOARD MEMBER 1.30 X 0 0 0 LAURIE GIBBS BOARD MEMBER 1.30 X 0 0 0 MARTINE KEI GREEN-ROGERS BOARD MEMBER 1.30 X 0 0 0 NANCY TAIT BOARD MEMBER 1.30 X 0 0 0 NICK PLIAM BOARD MEMBER 1.30 X 0 0 0 OCTAVIO SOLIS BOARD MEMBER 1.30 X 0 0 0 PERRY SIMON BOARD MEMBER 1.30 X 0 0 0 ROBERT VAN BROCKLIN BOARD MEMBER 1.30 X 0 0 0 SAMUEL DAKIN BOARD MEMBER 1.30 X 0 0 0 TONY DRUMMOND BOARD MEMBER 1.30 X 0 0 0 TIM BOND ARTISTIC DIRECTOR 50.00 2.00 X 310401 0 27892 KAMILAH LONG THROUGH 0125 CHIEF DEVELOPMENT OFFICER 50.00 2.00 X 192394 0 18716 ARIANA SPIEGLER FINANCE DIRECTOR 50.00 0.50 X 164137 0 23447 JAVIER DUBON INTERIM EXECUTIVE DIRECTOR 50.00 1.00 X 141519 0 14620 GABRIELLA CALICCHIO THROUGH 625 EXECUTIVE DIRECTOR 50.00 1.00 X 86784 0 1704 JENNIFER RYEN CHIEF PHILANTROPHY OFFICER 50.00 1.00 X 0 0 0 ANYANIA MUSE MANAGING DIRECTOR OF IDEA 50.00 X 219865 0 19762 ROSA JOSHI ASSOCIATE ARTISTIC DIRECTOR 45.00 X 138518 0 11597 MICHAEL MAAG PRODUCTION MANAGER 45.00 X 128089 0 23223 SHIREE DYSON THROUGH 1224 ASSOC MANAGING DIRECTOR OF IDEA 45.00 X 118917 0 19035 TARA KAYTON DIRECTOR OF OPERATIONS 45.00 X 118703 0 20118 KARUS WALSCH 325 DIRECTOR OF AUDIENCE EXPERIENCE 45.00 X 118000 0 10394 1737327 0 190508 19 0 1 0 CHRISTOPHER HANSON 164 N LAUREL STREET 2 ASHLAND OR 97520 SECURITY SERVICES 282148 CAPACITY INTERACTIVE CONSULTING PO BOX 83447 WOBURN MA 01813 CONTRACT MARKETING 240550 COPPERBOX LEADERSHIP ADVISORY 17 HIGHLAND SPRING LANE GEORGETOWN TX 78633 CONTRACT HR 210000 ARTS CONSULTING PO BOX 983122 BOSTON MA 02298 EXEC DIRECTOR SEARCH 141833 DCM 261 WEST 35TH ST STE 600 NEW YORK NY 10001 TELEMARKETING 113327 8 2386719 4308002 2265141 26403479 5784931 35363341 PLAYS AND OTHER EVENTS 711110 15080538 14993072 87466 MEMBERSHIP BENEFITS 900099 488109 488109 EDUCATIONAL PROGRAMS 900099 223966 223966 15792613 71723 71723 1024 1024 192221 0 192221 192221 192221 42598 -42598 -42598 -42598 732283 286630 445653 445653 CONCESSIONS 721000 678087 678087 COSTUME FEE 711190 136555 136555 242058 242058 1056700 52880677 15705147 533119 1279070 1745007 1298899 378936 67172 21101265 15759810 4501799 839656 555270 377148 150860 27262 4454856 3494045 843987 116824 1691567 1064181 540841 86545 372176 9173 362884 119 116161 116161 1020 1020 973284 255042 705849 12393 1368539 1348624 19915 876315 127319 695323 53673 572822 572822 495731 325363 78053 92315 262290 262290 1586203 1501058 74065 11080 487598 437716 42275 7607 ALLOCATION OF FACILITY 3024626 2715207 262235 47184 HOUSING 2653291 2552186 101105 PRODUCTION 1262401 1036517 225812 72 COMMISSIONS AND FEES 132070 67720 57979 6371 92656 44528 23245 24883 43825148 31638734 10773343 1413071 592322 216117 1045329 3348946 1778477 6429760 267342 170686 3000 0 696772 681646 1176130 1282338 63660266 36829590 28008132 26830676 168560 4835328 277933 227400 13700616 12459832 47714613 56482729 2340742 3089353 707614 751395 5835750 5728897 14126400 13139032 23010506 22708677 X 20803507 16321321 3900600 17452731 24704107 33774052 47714613 56482729 9055529 14416 0 X X 0 1 X 1 0 X 17768995 18622345 26591816 19046370 35363341 117392867 1585252 1708037 1763397 1809208 1861570 8727464 19354247 20330382 28355213 20855578 37224911 126120331 14531203 111589128 200097 56178 139938 242006 264968 903187 -14172 24648 911796 1154205 2076477 314845 617651 1550392 402059 2884947 131984942 42251105 0.84550 0.90670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONCESSIONS - OTHER INCOME - 2020 AMOUNT: $ 314,845. 2021 AMOUNT: $ 617,651. 2022 AMOUNT: $ 1,550,392. INSURANCE CLAIM - 2023 AMOUNT: $ 402,059. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36000 36000 42376077 42412077 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 541000 344000 30000 36000 951000 250000 250000 250000 250000 1000000 1500000 100000 100000 30006443 2542187 3403149 4308002 251453 31392324 26456259 4534 5182721 1434035 203036 30006443 30784836 15065 2018079 6250000 111721 26456259 38664051 70280 -6173203 1639785 136507 30784836 31072455 269165 9641851 776885 1447951 94584 38664051 0.09571 0.55677 0.34752 0 1 1 2199282 2199282 29035492 13641502 15393990 18986169 10839784 8146385 13439323 12348304 1091019 26830676 OPERATING LEASE RIGHT-OF-USE 12459832 12459832 CURRENT PORTION OF LEASE LIABILITIES 282131 LEASE LIABILITIES 12856901 13139032 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 1 LKA FUNDRAISING 4800 S MACADAM AVE STE 135 PORTLAND OR 97239 CONSULTING/GRANTS 0 0 10540 -10540 APRIL CHRISTIANSEN 3010 LAZY CREEK DRIVE MEDFORD MEDFORD OR 97504 CONSULTING/GRANTS 0 0 1353 -1353 KATHLEEN QUINN 125 M HAMILTON ST MADISON WI 53703 DEVELOPMENT CONSULTING 0 0 500 -500 12393 -12393 OR WA CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTANTS CHARGE A FLAT HOURLY RATE. X X X 0 1 X X X X X 1 0 0 0 0 0 0 0 0 TIM BOND ARTISTIC DIRECTOR 310401 0 0 0 0 0 8745 0 19147 0 338293 0 0 0 ANYANIA MUSE MANAGING DIRECTOR OF IDEA 219865 0 0 0 0 0 6790 0 12972 0 239627 0 0 0 KAMILAH LONG THROUGH 0125 CHIEF DEVELOPMENT OFFICER 192394 0 0 0 0 0 0 0 18716 0 211110 0 0 0 ARIANA SPIEGLER FINANCE DIRECTOR 164137 0 0 0 0 0 4778 0 18669 0 187584 0 0 0 JAVIER DUBON INTERIM EXECUTIVE DIRECTOR 141519 0 0 0 0 0 4339 0 10281 0 156139 0 0 0 MICHAEL MAAG PRODUCTION MANAGER 128089 0 0 0 0 0 4012 0 19211 0 151312 0 0 0 ROSA JOSHI ASSOCIATE ARTISTIC DIRECTOR 138518 0 0 0 0 0 2089 0 9508 0 150115 0 0 0 PART I, LINE 1A GABRIELLA CALICCHIO - GROSS UP PAYMENTS ON A PORTION OF A SEVERANCE PACKAGE- YES, THIS WAS TREATED AS TAXABLE INCOME. GABRIELLA WAS PROVIDED HOUSING BENEFITS FOR NOVEMBER AND DECEMBER OF 2024 FOR A TOTAL OF $7,400 WHICH WILL BE REPORTED AS TAXABLE COMPENSATION. PART I, LINE 1B SOME FIRST CLASS TRAVEL WAS ARRANGED INTERNALLY BY THE DEPARTMENT HANDLING TRAVEL. OTHER FIRST CLASS TRAVEL WAS ARRANGE BY THE EMPLOYEE USING COMPANY CARDS. IN FYE2025 THE ORGANIZATION DEVELOPED A WRITTEN POLICY PROHIBITING FIRST CLASS TRAVEL UNLESS MEDICALLY NECESSARY. PART I, LINE 4A GABRIELLA CALICCHIO RECEIVED A SEVERANCE PACKAGE TOTALING $125,603.75 UPON HER DEPARTURE AS EXECUTIVE DIRECTOR, CONSISTING OF $107,692.32 IN SEVERANCE PAY AND $17,911.43 FOR COBRA COVERAGE AND A 403(B) EMPLOYER MATCH. X 28 5759990 AVG HIGH LOW X WINE 6 10976 FMV X CARPETING 1 7395 FMV X CHOCOLATES 1 2801 FMV X FURNITURE 2 2799 FMV X FLOWERS 4 670 FMV X PUPPETS 1 300 FMV 0 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 COMPRISES OF ALL 4 BOARD OFFICERS, THE CHAIR OF EACH BOARD COMMITTEE, PLUS ONE BOARD MEMBER AT-LARGE. THE COMMITTEE OVERSEES THE MANAGEMENT AND STRATEGIC DIRECTION OF OSF, SERVING AS A LIAISON BETWEEN THE BOARD AND THE LEADERSHIP TEAM, ENSURING ORGANIZATIONAL GOALS ARE MET AND THAT THE BOARD REMAINS INFORMED OF SIGNIFICANT DEVELOPMENTS. ADDITIONAL RESPONSIBILITIES INCLUDE SETTING BOARD MEETING AGENDAS, EVALUATING LEADERSHIP PERFORMANCE, AND ENSURING COMPLIANCE WITH RELEVANT LAWS AND REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE FINANCE DIRECTOR, 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 ANY TIME 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 OREGON SHAKESPEARE FESTIVAL ASSOCIATION THE CYMBELINE PROJECT LLC PO BOX 1120 ASHLAND OR 97520 872341166 PRODUCTION OF MULTIMEDIA PRODUCTIONS OR 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 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 4308002 CASH TRANSFER