2022-09-15T17:09:19-05:00 2021-10-31 264022510 HARRIS & CO PLLC 1120 S RACKHAM WAY SUITE 100 MERIDIAN ID 83642 990 2020-11-01 820316246 IDAHO SHAKESPEARE FESTIVAL INC IDAH 2084299908 PO BOX 9365 BOISE ID 83707 ANDREW SCOGGIN PAST PRESIDENT 2084299908 2022-09-15 1 ANDREW SCOGGIN 999009999 MARGARET FLOWERS P00748716 2083338965 2022-09-15 3 AAL1 IAL1 2020 2023-04-26 12:10:37Z ANDREW SCOGGIN PO BOX 9365 BOISE ID 83707 6338101 0 X WWW.IDAHOSHAKESPEARE.ORG X 1977 ID THE FESTIVAL'S MISSION IS TO PRODUCE GREAT THEATER, ENTERTAIN AND EDUCATE. TO REALIZE THIS MISSION, THE FESTIVAL SEEKS TO: DEVELOP AN ARTISITIC HOME FOR THEATER ARTISTS THAT SUPPORTS EMERGING ACTORS, ENCOURAGES NEW REGIONAL AND NATIONAL PLAYWRIGHTS, PROMOTES OUTREACH PROGRAMS. 6 6 35 743 37340 0 2647030 4260827 137263 1791831 125546 32110 54420 181834 2964259 6266602 0 0 0 0 1268876 1984589 0 0 329005 944133 1608815 2213009 3593404 751250 2673198 8329786 10912684 200394 101601 8129392 10811083 X THE FESTIVAL'S MISSION IS TO PRODUCE GREAT THEATER, ENTERTAIN AND EDUCATE. TO REALIZE THIS MISSION, THE FESTIVAL SEEKS TO: DEVELOP AN ARTISTIC HOME FOR THEATER ARTISTS THAT SUPPORTS EMERGING ACTORS, ENCOURAGES NEW REGIONAL AND NATIONAL PLAYWRIGHTS, PROMOTES SUSTAINED EMPLOYMENT OPPORTUNITIES FOR ARTISTS AND ATTRACTS THE VERY BEST ARTISTIC STAFF; EDUCATE THROUGH A RANGE OF PROGRAMS, INCLUDING PROGRAMS AND TOURS FOR K-12 CHILDREN AND TEACHERS, ONGOING ADULT EDUCATION INTERPRETIVE PROGRAMMING, AFFLIATIONS WITH UNIVERSITIES AND CULTURAL ORGANIZATIONS, AS WELL AS RESIDENCIES AND TRAINING OPPORTUNITIES FOR ACTORS; ILLUMINATE HUMAN NATURE AND OUR RICH CULTURAL HERITAGE THROUGH A REPERTORY THAT INCLUDES THE PLAYS OF WILLIAM SHAKESPEARE, THE RICHEST AND MOST COMPLEX IN THE ENGLISH LANGUAGE, TOGETHER WITH OTHER WORKS FROM A VARIETY OF DRAMTIC PERIODS AND GENRES; AND PROMOTE CULTURAL UNDERSTANDING BY HIGHLIGHTING DIVERSE TRADITIONS & SUPPORTING ARTISTS & AUDIENCES OF ALL BACKGROUNDS. 0 0 2471619 1790654 IDAHO SHAKESPEARE FESTIVAL PROFESSIONAL PRODUCTIONS OF SHAKESPEARE AND OTHER PLAYS DURING THE SUMMER MONTHS AND EDUCATION PROGRAMS. 2471619 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 35 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 ID X THE ORGANIZATION 2084299908 PO BOX 9365 BOISE ID 83707 VERNON E BANKS PRESIDENT 1.00 X X 0 0 0 KRISTIN E BJORKMAN VICE PRESIDENT, FINANCE 1.00 X X 0 0 0 SHAVONNA CASE VICE PRESIDENT, FUNDRAISING 1.00 X X 0 0 0 J KEVIN WEST VICE PRESIDENT, BOARD OPERATIONS 1.00 X X 0 0 0 ALEXANDER TOELDTE SECRETARY 1.00 X X 0 0 0 ANDREW J SCOGGIN PAST PRESIDENT 8.00 X X 0 0 0 BILL AVEY TRUSTEE 1.00 X 0 0 0 JESSE BAKER TRUSTEE 1.00 X 0 0 0 CINDY L BATEMAN TRUSTEE 1.00 X 0 0 0 DARREN T BOARD TRUSTEE 1.00 X 0 0 0 FRED BOELTER TRUSTEE 1.00 X 0 0 0 DANE BOLINGER TRUSTEE 1.00 X 0 0 0 DAWN K BROCKETT TRUSTEE 1.00 X 0 0 0 MARCELLUS BROWN TRUSTEE 1.00 X 0 0 0 MARGARET BUCHANAN TRUSTEE 1.00 X 0 0 0 LINDA BYRON TRUSTEE 1.00 X 0 0 0 JAN CARLEY TRUSTEE 1.00 X 0 0 0 MAJI DAINES TRUSTEE 1.00 X 0 0 0 THOMAS F DIXON TRUSTEE 1.00 X 0 0 0 RUSTY DODGE TRUSTEE 1.00 X 0 0 0 KATIE TRUSCOTT DOW TRUSTEE 1.00 X 0 0 0 SUSAN DURST TRUSTEE 1.00 X 0 0 0 RICHARD ELLINGER TRUSTEE 1.00 X 0 0 0 J RIC GALE TRUSTEE 1.00 X 0 0 0 KIMBAL L GOWLAND TRUSTEE 1.00 X 0 0 0 DEBRA HANKS TRUSTEE 1.00 X 0 0 0 PATRICIA HARDER TRUSTEE 1.00 X 0 0 0 ROBERT HAY TRUSTEE 1.00 X 0 0 0 JEREMY P HAYNES TRUSTEE 1.00 X 0 0 0 RICARDO GERARDO HIGUERA TRUSTEE 1.00 X 0 0 0 GEORGE ILIFF TRUSTEE 1.00 X 0 0 0 JEFF JACKSON TRUSTEE 1.00 X 0 0 0 RALIEGH JENSEN TRUSTEE 1.00 X 0 0 0 LYNN JOHNSTON TRUSTEE 1.00 X 0 0 0 NICHOLAS ALLEN JONES TRUSTEE 1.00 X 0 0 0 DANA KEHR TRUSTEE 1.00 X 0 0 0 BILL KELLER TRUSTEE 1.00 X 0 0 0 DAVID ALLISON MARTIN TRUSTEE 1.00 X 0 0 0 DEBBIE MCGEE TRUSTEE 1.00 X 0 0 0 WENDY J OLSON TRUSTEE 1.00 X 0 0 0 CAROLYN PRATT TRUSTEE 1.00 X 0 0 0 EUGENE A RITTI TRUSTEE 1.00 X 0 0 0 NICK ROUNDTREE TRUSTEE 1.00 X 0 0 0 KREN SANDER TRUSTEE 1.00 X 0 0 0 LAUREL SAYER TRUSTEE 1.00 X 0 0 0 ALYSON GRACE SCHLANGE TRUSTEE 1.00 X 0 0 0 DARREN SCHULDHEISS TRUSTEE 1.00 X 0 0 0 JOHN SIMS TRUSTEE 1.00 X 0 0 0 KRISTIN HOFF SINCLAIR TRUSTEE 1.00 X 0 0 0 NICOLE SNYDER TRUSTEE 1.00 X 0 0 0 MACEY PRINCE SWINSON TRUSTEE 1.00 X 0 0 0 GREG THERRIEN TRUSTEE 1.00 X 0 0 0 PETER VOMOCIL TRUSTEE 1.00 X 0 0 0 DEBBIE WACHTELL TRUSTEE 1.00 X 0 0 0 JAMES WATSON TRUSTEE 1.00 X 0 0 0 CHARLES FEE PRODUCING ARTISTIC DIRECTOR 40.00 X 134108 0 25324 MARK HOFFLUND MANAGING DIRECTOR 40.00 X 131952 0 25151 GIVENS PURSLEY LLP COUNSEL 5.00 X 0 0 0 266060 0 50475 2 0 1 0 0 121373 2302087 1837367 119613 4260827 TICKET SALES 711110 1535586 1535586 MISCELLANEOUS 711110 167568 167568 EDUCATION PROGRAMS 711110 51337 51337 ADVERTISING 541800 37340 37340 1791831 24420 24420 7690 0 7690 7690 7690 194834 121373 49163 145671 145671 58499 22336 36163 36163 6266602 1790654 37340 177781 338940 246167 48590 44183 1225976 880934 181128 163914 42539 22044 10730 9765 265967 230032 8761 27174 111167 65449 32068 13650 48450 48450 1420 1420 81415 81303 62 50 115928 15704 81930 18294 45699 25627 10772 9300 225857 137415 88442 296257 286790 4988 4479 286903 269707 17196 39344 39344 DONATIONS 215570 215570 PRODUCTION EXPENSE 214696 210050 3329 1317 DEVELOPMENT EXPENSE 37276 397 36879 3593404 2471619 792780 329005 1453177 2262568 1343074 2556374 129465 831838 21326 70658 25078 21489 219225 110126 9490921 5216761 4392898 4274160 628237 785471 117306 8329786 10912684 15820 21770 184574 79831 200394 101601 X 7371683 8395575 757709 2415508 8129392 10811083 8329786 10912684 2673198 157675 -149182 0 X 0 1 X 1 0 X 1435949 1522739 2972772 2651572 3898665 12481697 1435949 1522739 2972772 2651572 3898665 12481697 12481697 126930 33923 27088 43003 24420 255364 366 782 34068 35216 12772277 2045164 0.97720 0.97350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1767 718 -122 175 2188 1751 1751 1225 1641 1115 1751 600 797 172 1225 1090 100 590 600 0 1 1 1485132 1485132 5753359 3269494 2483865 2190216 1947267 242949 62214 62214 4274160 X 6655683 157675 226836 4570 389081 6266602 0 6266602 3820240 226836 226836 3593404 0 3593404 PART V, LINE 4: TO PROVIDE FOR NEEDS OF THE ORGANIZATION NOT FUNDED BY ITS OWN FUNDRAISING AND REVENUES FROM PROGRAMS PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FESTIVAL MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2021 AND 2020. THE FESTIVAL FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE FESTIVAL IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATED FOUNDATION REVENUE ANNUAL GALA 316207 121373 194834 49163 316207 121373 194834 49163 49163 145671 1 X 0 0 0 0 0 0 0 0 1 0 CHARLES FEE PRODUCING ARTISTIC DIRECTOR 134108 0 0 0 0 0 10729 0 14595 0 159432 0 0 0 MARK HOFFLUND MANAGING DIRECTOR 131952 0 0 0 0 0 10556 0 14595 0 157103 0 0 0 PART I, LINE 3 A STANDING FINANCE COMMITTEE OVERSEES THE CREATION OF AN ANNUAL BUDGET FOR PROGRAMMATIC OPERATIONS, WHICH INCLUDES ALL SALARIES AND COMPENSATION. THE BOARD OF TRUSTEES REVIEWS, APPROVES AND MONITORS THIS BUDGET. X 2 6617 X THEATER SITE IMPROVEMENTS 6 75469 X COSTUMES AND PROPS FOR PRODUCTIONS 18 37527 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW COMMITTEE INCLUDES MEMBERS OF THE FINANCE COMMITTEE. THE 990 REVIEW COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE CONTENTS OF THE 990 DOCUMENTS PRIOR TO THEM BEING FILED. THE COMMITTEE WILL ALSO ANSWER BOARD QUESTIONS ABOUT THE 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE GIVEN THE CONFLICT OF INTEREST POLICY ANNUALLY DESCRIBING THE POLICY AND REQUIRED TO SIGN A COPY DISCLOSING ANY CONFLICTS OF INTEREST. CONFLICTS ARE THEN FOLLOWED UP ON. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE AND BOARD CHAIR EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR AND MAKE RECOMMENDATIONS REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAIALBLE TO THE PUBLIC UPON REQUEST AND CANBE VIEWED AT THE ORGANIZATION'S PLACE OF BUSINESS. FOUNDATION FOR THE IDAHO SHAKESPEARE FESTIVAL INC PO BOX 9365 BOISE ID 83707 331015851 SUPPORTING ORGANIZATION ID 501(C)(3) LINE 11 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1