2024-06-05T14:36:36-05:00 2023-09-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-10-01 591803628 RUTH ECKERD HALL INC RUTH 7277917060 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 SARAH C PROUT CFO 7277122762 2024-06-03 1 SARAH PROUT XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2024-06-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH WHITE 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 43557409 0 X WWW.RUTHECKERDHALL.COM X 1978 FL TO ENGAGE THE COMMUNITY TO MASTER, EXPERIENCE, DISCOVER AND EXPLORE QUALITY PERFORMING ARTS. 21 21 309 194 72192 0 7340865 5526026 16822912 23302301 597330 -342847 2436260 3414434 27197367 31899914 28240 27840 0 0 6198403 7842621 0 0 812720 17613142 22396319 23839785 30266780 3357582 1633134 58649898 60207333 10719123 8883111 47930775 51324222 X CHANGING LIVES THROUGH PERFORMING ARTS.(CONTINUED ON SCHEDULE O) 1 0 24283299 22579530 PROGRAMMING: PROGRAMMING HAS INCLUDED NATIONALLY AND INTERNATIONALLY ACCLAIMED DANCE COMPANIES, MAJOR SYMPHONY ORCHESTRAS, RENOWNED AND EMERGING CLASSICAL SOLOISTS, CHAMBER ENSEMBLES, BROADWAY TOUR COMPANIES, AND NATIONALLY RECOGNIZED POP, ROCK, AND JAZZ ARTISTS. SINCE ITS 1983 OPENING, RUTH ECKERD HALL HAS ESTABLISHED ITSELF AS AN INDUSTRY LEADER IN THE UNITED STATES AND HAS CONSISTENTLY BROUGHT NATIONALLY AND INTERNATIONALLY RENOWNED ARTISTS AND ARTISTIC COMPANIES TO THE TAMPA BAY AREA.(CONTINUED ON SCHEDULE O) 930753 27840 208991 THE MARCIA P. HOFFMAN SCHOOL OF THE ARTS ("THE SCHOOL") WAS ESTABLISHED ON THE RUTH ECKERD HALL CAMPUS IN 2003 AND IS AN INTEGRAL PART OF RUTH ECKERD HALL, INC. ITS STATED PURPOSE IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES WHICH PROVIDE ACCESSIBILITY TO AND EXPLORATION, DISCOVERY, AND MASTERY OF THE ARTS FOR ALL AGES, ABILITIES, AND CIRCUMSTANCES.(CONTINUED ON SCHEDULE O) THE SCHOOL IS COMPRISED OF 3 CLASSROOMS (ONE SPECIFICALLY DEVOTED TO VIRTUAL LEARNING PLATFORMS), 4 PRIVATE LESSON ROOMS, 2 REHEARSAL STUDIOS, A RECORDING STUDIO, A VISUAL ARTS/MULTI-PURPOSE STUDIO, AND A 150-SEAT BLACK BOX THEATER, AS WELL AS OFFICE SPACE FOR SCHOOL ADMINISTRATION AND FACULTY. THE YEAR-ROUND PROGRAMMING ON-SITE OFFERS CLASSES, PRIVATE LESSONS, AND SUMMER CAMPS IN ALL PERFORMING ARTS DISCIPLINES. THE SCHOOL ALSO PROVIDES ARTS EDUCATION EXPERIENCES OFF-SITE IN THE COMMUNITY. ADDITIONALLY, THE ANNUAL SCHOOLTIME SERIES PROVIDES HIGH QUALITY ARTS PERFORMANCES FOR DURING-THE-SCHOOL-DAY AUDIENCES. ALTOGETHER, PROGRAMMING THROUGH THE SCHOOL REACHED 58,025 YOUTHS AND ADULTS DURING THE 2023 FISCAL YEAR. 25214052 1 1 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 235 0 1 309 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X SARAH PROUT - CFO 7277122762 1111 N MCMULLEN BOOTH RD CLEARWATER FL 33759 RAY BOUCHARD CHAIR 4.00 X X 0 0 0 DEBBIE WHITE VICE CHAIR 4.00 X X 0 0 0 SCOTT MCLAREN TREASURER 2.00 X X 0 0 0 BETH ENGLAND SECRETARY 2.00 X X 0 0 0 KEN HAMILTON IMMEDIATE PAST CHAIR 2.00 X 0 0 0 ADAM ABELSON DIRECTOR 1.00 X 0 0 0 ZEBBIE ATKINSON DIRECTOR 1.00 X 0 0 0 MIKE BARNETT DIRECTOR (JOINED 1/1/23) 1.00 X 0 0 0 PHIL BEAUCHAMP DIRECTOR 1.00 X 0 0 0 TIM COOP DIRECTOR (JOINED 1/1/23) 1.00 X 0 0 0 EARLE COOPER DIRECTOR 1.00 X 0 0 0 JOYCE COTTON DIRECTOR 1.00 X 0 0 0 SHARON ELLIS-CHAMPAGNE DIRECTOR 1.00 X 0 0 0 THOMAS FREE DIRECTOR 1.00 X 0 0 0 CHARLIE HART DIRECTOR (JOINED 1/1/23) 1.00 X 0 0 0 JEALIXSON JEAN-SIMON DIRECTOR 1.00 X 0 0 0 MICHELLE LYNCH DIRECTOR 1.00 X 0 0 0 PAUL PHILLIPS DIRECTOR 1.00 X 0 0 0 CHUCK RIGGS DIRECTOR 1.00 X 0 0 0 CHARLIE RUTZ DIRECTOR 1.00 X 0 0 0 WILLIAM SELVIDGE DIRECTOR 1.00 X 0 0 0 BRIAN AUNGST JR DIRECTOR (THRU 12/31/22) 1.00 X 0 0 0 TERRY DEEB DIRECTOR (THRU 12/31/22) 1.00 X 0 0 0 LAURA MAIOCCO DIRECTOR (THRU 12/31/22) 1.00 X 0 0 0 TRACY WEST DIRECTOR (THRU 12/31/22) 1.00 X 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 40.00 X 287215 0 35500 SARAH PROUT CFO 40.00 X 136088 0 20313 ROBERT ROSSI CHIEF PROGRAMMING OFFICER 40.00 X 251166 0 30029 MEGAN BRENNAN CHIEF MARKETING OFFICER 40.00 X 125634 0 14742 SHARON REID-KANE EDUCATION & COMMUNITY ENG OFFICER 40.00 X 127212 0 7617 SUZANNE DELANEY CHIEF DEV OFFICER (THRU 11/11/22) 40.00 X 135650 0 16749 1062965 0 124950 6 0 1 0 AEG LIVE SE LLC 1800 AUSTRALIAN AVE S STE 201 WEST PALM BEACH FL 33409 PROMOTER/AGENCY 803785 VM NORTH AMERICA TOURING LLC 1301 AVENUE OF THE AMERICAS 10TH F NEW YORK NY 10019 TOUR GROUP 429322 INTERNATIONAL CREATIVE MANAGEMENT INC 10250 CONSTELLATION BLVD LOS ANGELES CA 90067 PROMOTER/AGENCY 364700 JR AFFILIATES 1761 W HILLSBORO BLVD STE 409 DEERFIELD BEACH FL 33442 TOUR GROUP 361094 ROCCABELLA INC C/O BRUCE V GRAKAL 2980 BEVERLY GL LOS ANGELES CA 90077 TOUR GROUP 265311 29 1589213 344248 969599 2622966 6184 5526026 ADMISSIONS 711300 18270926 18270926 TICKETING SERVICE FEE 711300 3529179 3529179 PARKING / GROUNDS FEES 711300 492761 492761 MEMBERSHIP 711300 239800 239800 TUITION AND REGISTRATION 611600 208991 208991 560644 539625 21019 23302301 794138 794138 1010702 181790 828912 828912 828912 9057015 9515348 678652 -458333 -678652 -1136985 -1136985 65519 344248 222173 -156654 -156654 3788872 1059532 2729340 72192 2657148 12836 12836 12836 31899914 22788521 72192 3513175 X 27840 27840 815234 301041 514193 5485761 3484049 1679118 322594 119028 118473 555 874653 449414 378335 46904 547945 373535 148759 25651 53576 24102 29474 79462 17358 62104 32496 32496 79816 79816 14252815 14056177 65165 131473 1329490 1275992 31133 22365 1105474 956526 102464 46484 163254 112179 47735 3340 301949 301905 44 1910614 1446255 430264 34095 136660 113054 14612 8994 61460 39066 17095 5299 76983 76983 2099894 1774794 260858 64242 186591 55610 122452 8529 SPECIAL EVENTS 318951 294271 24680 MEMBER TICKET PACKAGES 76692 15525 8475 52692 DONOR RECOGNITION 17385 2606 14779 112757 92753 20004 30266780 25214052 4240008 812720 7044959 1584234 1362141 9806857 4416940 2500680 133767 398208 73809 198418 489011 621017 58675958 24735556 30876293 33940402 11624759 8205190 102982 90365 2525237 2861962 58649898 60207333 1253003 2365628 6023601 6347709 30137 6494 3281558 0 130824 163280 10719123 8883111 X 38604178 42686465 9326597 8637757 47930775 51324222 58649898 60207333 X 1633134 1736462 23851 X X 0 1 X 1 0 X 9715876 5021530 12894181 7340865 5526026 40498478 9715876 5021530 12894181 7340865 5526026 40498478 1681308 38817170 1243259 737952 544086 1089914 1804840 5420051 45918529 81674928 0.84530 0.88070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32496 32496 30234284 30266780 1000000 250000 0 0 1000000 771527 1000000 1000000 3771527 5657291 12705 7750 14795 32496 67746 250000 192882 250000 250000 942882 1414323 305035 X 0 0 1 X 8612729 4986183 848159 14447071 9754915 537 -1142723 8612729 8565434 41707 1147774 9754915 8021282 544152 8565434 7520634 98000 418601 15953 8021282 0.57745 0.30606 0.11649 1 0 37500 37500 4353510 1544987 2808523 43806233 19809255 23996978 5958822 2929368 3029454 305035 4214858 451946 4067947 33940402 LEASE LIABILITIES 163280 163280 X 33770266 1736462 64010 2142147 3942619 29827647 79816 1992451 2072267 31899914 31676772 64010 1425798 1489808 30186964 79816 79816 30266780 PART III, LINE 4: REH COMMISSIONED ARTIST CHRISTOPHER STILL TO CREATE A COMMEMORATIVE PAINTING FOR REH'S 25TH ANNIVERSARY. THE MASTERPIECE IS CALLED "AN EVENING TO REMEMBER AND IS HANGING IN THE WEST LOBBY OF THE HALL. THE PAINTING IS A VIEW OF THE INTERIOR OF THE THEATRE WITH MANY OF THE MAJOR SUPPORTERS THAT BUILT RUTH ECKERD HALL REPRESENTED IN THE PAINTING AS WELL AS RUTH ECKERD HALL'S ORIGINAL LOGO. IT PROVIDES A SIGNIFICANT VISUAL ENHANCEMENT TO THE FACILITY FOR THOSE ENTERING THE WEST LOBBY. PART IV, LINE 2B: THE ORGANIZATION HOLDS ASSETS IN ESCROW FOR CERTAIN CHARITABLE TRUST AGREEMENTS THAT ARE PAYABLE TO THE CONTRIBUTOR UNDER CERTAIN TERMS AND CONDITIONS. THE ORGANIZATION OTHERWISE RETAINS UNRESTRICTED TITLE TO THE FUNDS FROM THE TRUST. THOSE FUNDS ARE NOT PAYABLE TO ANY OTHER PARTY. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO OPERATE PROGRAMMING ACTIVITIES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS. THE ORGANIZATION IS A BENEFICIARY OF AN EXTERNALLY CONTROLLED TRUST ENDOWMENT TO BE HELD IN PERPETUITY. INCOME FROM THIS FUND SHALL BE DISTRIBUTED ANNUALLY UNDER THE TERMS OF THE AGREEMENT AND IS TO BE USED FOR CULTURAL, MUSICAL AND ENTERTAINMENT PURPOSES. PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES ASC TOPIC 740, INCOME TAXES. A COMPONENT OF THIS TOPIC PRESCRIBES A RECOGNITION AND MEASUREMENT STANDARD FOR UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THERE IS NO MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF THE APPLICATION OF THIS STANDARD. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH THIS STANDARD AS A COMPONENT OF INCOME TAX EXPENSE, WHEN APPLICABLE. THE ORGANIZATION'S INFORMATION RETURNS ARE OPEN TO IRS EXAMINATION FOR THE 2019 TAX YEAR ENDED SEPTEMBER 30, 2020, AND ALL SUBSEQUENT TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET WITH REVENUE 222,173. COGS EXPENSES NET WITH REVENUE 1,059,532. RENTAL EXPENSES NET WITH REVENUE 181,790. LOSS ON SALE OF FIXED ASSETS 678,652. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET INVESTMENT RETURN 1,992,451. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET WITH REVENUE 222,173. WRITE OFF OF UNCOLLECTABLE PLEDGES -37,697. COGS EXPENSES NET WITH REVENUE 1,059,532. RENTAL EXPENSES NET WITH REVENUE 181,790. GALA 409767 344248 65519 61357 104388 56428 409767 344248 65519 61357 104388 56428 222173 -156654 1 FOLLOW YOUR DREAMS SCHOLARSHIPS 7 25000 0 N/A N/A ANNUAL PRIVATE LESSON SCHOLARSHIPS 5 2840 0 N/A N/A PART I, LINE 2: EACH SCHOLARSHIP IS MONITORED AND TRACKED THROUGH PERIODIC REPORTS AND FUNDING SOURCE VIA PERSONAL NOTES, LETTERS, PHOTOS OF EACH RECIPIENT, AND ANNUAL REPORTS. PART III, COLUMN (A) - TYPE OF GRANT OR ASSISTANCE: FOLLOW YOUR DREAMS: THIS SCHOLARSHIP IS AWARDED TO JUNIOR AND SENIOR HIGH SCHOOL STUDENTS WHO ARE CURRENTLY ENROLLED IN THE MARCIA P. HOFFMAN SCHOOL OF THE ARTS AND ALUMNI FOR THE PURPOSE OF PROVIDING ASSISTANCE IN FURTHERING EDUCATION AND CAREER GOALS. PRIVATE LESSON SCHOLARSHIPS INCLUDE THE FOLLOWING: ROBERT AND LESLIE FREEDMAN PRIVATE LESSONS SCHOLARSHIP: THIS IS A MIXED TALENT/NEED BASED SCHOLARSHIP AWARDED TO PERSONS WHO WISH TO STUDY AT THE MARCIA P. HOFFMAN SCHOOL OF THE ARTS IN THE AREA OF PRIVATE INSTRUCTION. THE USHER FUND: THIS SCHOLARSHIP IS AWARDED TO PERSONS IN THE TAMPA BAY AREA WHO WISH TO STUDY AT THE MARCIA P. HOFFMAN PERFORMING ARTS INSTITUTE IN THE AREA OF PRIVATE INSTRUCTION. THE GOAL IS TO STRENGTHEN AND LEVEL THE PLAYING FIELD FOR STUDENTS IN MARGINALIZED SITUATIONS. X X 1 0 0 0 0 0 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 265657 0 800 0 20758 0 13863 0 21637 0 322715 0 0 0 ROBERT ROSSI CHIEF PROGRAMMING OFFICER 247446 0 800 0 2920 0 8462 0 21567 0 281195 0 0 0 SARAH PROUT CFO 135234 0 800 0 54 0 8586 0 11727 0 156401 0 0 0 SUZANNE DELANEY CHIEF DEV OFFICER (THRU 11/11/22) 108577 0 0 0 27073 0 5394 0 11355 0 152399 0 0 0 PART I, LINE 4A SUZANNE DELANEY RECEIVED A SEVERANCE PAYMENT OF $26,815. FORM 990, PART III, LINE 1 RUTH ECKERD HALL, INC. ("RUTH ECKERD HALL OR ORGANIZATION") IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED UNDER THE LAWS OF FLORIDA IN 1978. RUTH ECKERD HALL WAS ORGANIZED TO SUPPORT THE ESTABLISHMENT AND OPERATION OF A PERFORMING ARTS CENTER AND THEATER FACILITY ON PROPERTY DONATED TO THE CITY OF CLEARWATER ("CITY") FOR THIS PURPOSE. THE PERFORMING ARTS CENTER AND THE THEATER, NAMED RUTH ECKERD HALL AT THE RICHARD B. BAUMGARDNER CENTER FOR THE PERFORMING ARTS ("CENTER"), OPENED ITS DOORS IN OCTOBER 1983. THE CENTER, THROUGH YEAR-ROUND PROGRAMMING, SERVES THE LOCAL AND REGIONAL COMMUNITY OF THE TAMPA BAY, FLORIDA AREA BY OFFERING A VARIETY OF ACTIVITIES THAT ARE BOTH EDUCATIONAL AND ENTERTAINING. THE THEATER FEATURES BROADWAY SHOWS, ORCHESTRAL PERFORMANCES, OPERA, DANCE, JAZZ, AND POPULAR MUSIC. COMMUNITY GROUPS MAY RENT THE FACILITY, AT REDUCED RATES, THROUGH AN ARRANGEMENT BETWEEN THE CENTER AND THE CITY. THE CENTER IS ALSO AVAILABLE FOR PRIVATE AND COMMERCIAL RENTAL. THE CENTER'S PRIMARY SOURCE OF REVENUE IS SHOW ADMISSIONS. THE CENTER PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH THE MARCIA P. HOFFMAN SCHOOL OF THE ARTS WHICH INCLUDES CLASSROOMS, PRIVATE TEACHING ROOMS, THE MURRAY STUDIO THEATER WHICH SEATS 182 FOR SMALL PRODUCTIONS, A TEACHER RESOURCE ROOM/ARTS LIBRARY, A VISUAL ARTS STUDIO, AND A SOUND/VIDEO LAB. IN 2009, RUTH ECKERD HALL AND THE CITY OF CLEARWATER JOINED FORCES TO RENOVATE AND REVITALIZE THE HISTORIC 700-SEAT CAPITOL THEATER - ONE OF FLORIDA'S OLDEST OPERATING THEATRES - LOCATED ON DOWNTOWN CLEARWATER'S BEAUTIFUL CLEVELAND STREET. THIS PROJECT IS PART OF THE PLAN TO RE-ENERGIZE DOWNTOWN CLEARWATER, AND THE THEATRE IS AN INTEGRAL PART OF THE UNIQUE CHARACTER OF THE AREA. IN 2019, THANKS TO THE GENEROSITY OF LONGTIME MEMBERS, THE 850 SEAT THEATRE WAS RENAMED NANCY AND DAVID BILHEIMER CAPITOL THEATRE. FORM 990, PART III, LINE 2 IN DECEMBER 2022, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH THE CITY OF CLEARWATER TO OPERATE THE SOUND ("SOUND") FOR THE PURPOSE OF OFFERING ENTERTAINMENT FOR THE LOCAL AND REGIONAL COMMUNITY OF THE CLEARWATER, FLORIDA AREA. OPENING IN JUNE 2023, THE SOUND IS A 4,000-SEAT COVERED, WATERFRONT VENUE WITH ADDITIONAL LAWN SEATING FOR APPROXIMATELY 5,000 GUESTS. FORM 990, PART III, LINE 4A: IN AN ECONOMIC AND FISCAL IMPACT ANALYSIS, RUTH ECKERD HALL'S ACTIVITIES WERE FOUND TO DELIVER AN ESTIMATED ECONOMIC IMPACT OF $86.8M IN FY15, WHICH CREATED 753 FTE JOBS AND ABOUT $3.4M IN LOCAL AND STATE GOVERNMENT REVENUE. $25.6M OF THIS IMPACT COMES FROM OUT-OF-STATE VISITORS, WHICH IS NEW REVENUE FOR FLORIDA. ON AVERAGE, EACH VISITOR SPENDS $180 ABOVE THE COST FOR A TICKET. AUDIENCES AND ARTISTS USE OVER 43,000 HOTEL ROOMS PER YEAR. RUTH ECKERD HALL HAS DEMONSTRATED EXCELLENCE IN ARTISTRY AND LEADERSHIP IN THE COMMUNITY WITH MORE THAN A 40-YEAR HISTORY OF ACHIEVEMENTS: - PRESENTED OVER 6,000 PERFORMANCES SINCE INCEPTION (WITH 283 PERFORMANCES DURING THE CURRENT FISCAL YEAR AT ALL VENUES). - PRESENTED TO MORE THAN 8 MILLION PEOPLE SINCE INCEPTION (INCLUDING OVER 1.5 MILLION YOUNG PEOPLE) WITH APPROXIMATELY 290,000 PATRONS DURING THE CURRENT FISCAL YEAR AT ALL VENUES. IN 2023: RUTH ECKERD HALL WAS: - NAMED THE BEST CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE - NAMED BEST PERFORMING ARTS VENUE BY READERS OF TAMPA BAY NEWSPAPERS - NAMED BEST LIVE MUSIC VENUE BY VISIT ST. PETE CLEARWATER (CHAMBER) DURING 2023, INDUSTRY TRADE PUBLICATION POLLSTAR RANKED RUTH ECKERD HALL*: - #1 IN TAMPA BAY AREA OF VENUES WITH 2,500 SEATS OR LESS - #3 IN FLORIDA OF VENUES WITH 2,500 SEATS OR LESS - #6 IN THE UNITED STATES WITH 2,500 SEATS OR LESS - #8 IN THE WORLD OF VENUES WITH 2,500 SEATS OR LESS -#32 VENUE OVERALL IN THE WORLD IN 2023, BILLBOARD MAGAZINE RANKED RUTH ECKERD HALL #18 CONCERT VENUE IN THE UNITED STATES WITH 5,000 SEATS OR LESS. (THIS RANKING IS BASED ON GROSS TICKETS SALES DURING THE PERIOD OF 11/1/22 - 9/30/23) IN 2023, THE NANCY AND DAVID BILHEIMER CAPITOL THEATRE WAS: - NAMED THE BEST SMALL CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE DURING 2023, INDUSTRY TRADE PUBLICATION POLLSTAR RANKED THE BILHEIMER CAPITOL THEATRE*: - #1 IN TAMPA BAY AREA OF CLUB VENUES WITH 800 SEATS OR LESS - #1 IN FLORIDA OF CLUB VENUES WITH 800 SEATS OR LESS - #5 IN THE UNITED STATES WITH 800 SEATS OR LESS - #5 IN THE WORLD WITH 800 SEATS OR LESS - #52 CLUB VENUE OVERALL IN THE WORLD IN 2023, THE SOUND WAS: - NOMINATED FOR BEST LARGE CONCERT VENUE (2000 SEATS OR MORE) BY CREATIVE LOAFING THE SOUND OPENED IN JUNE 2023, AND WITHIN 6 MONTHS INDUSTRY TRADE PUBLICATION POLLSTAR RANKED THE VENUE*: - #1 IN TAMPA BAY AREA OF AMPHITHEATER VENUES WITH 10,000 SEATS OR LESS - #3 IN FLORIDA OF AMPHITHEATER VENUES WITH 10,000 SEATS OR LESS - #25 IN THE UNITED STATES OF AMPHITHEATER VENUES WITH 10,000 SEATS OR LESS - #28 IN THE WORLD OF AMPHITHEATER VENUES WITH 10,000 SEATS OR LESS - #80 AMPHITHEATER VENUE OVERALL IN THE WORLD (ALL CAPACITIES) * THESE RANKINGS ARE BASED ON GROSS TICKET SALES DURING THE PERIOD OF 11/17/22 - 11/15/23 - NAMED NON-PROFIT OF THE YEAR BY THE CLEARWATER CHAMBER OF COMMERCE IN 2014 AND BY THE TAMPA BAY BUSINESS JOURNAL IN 2013. IN 2017, RUTH ECKERD HALL RECEIVED THE CLEARWATER REGIONAL CHAMBER JUDGES CHOICE AWARD. RECOGNIZED AS A TOP 100 WORKPLACES IN 2020 AND 2023 BY THE TAMPA BAY TIMES AND IN 2022 BY THE TAMPA BAY BUSINESS JOURNAL. INDUSTRY TRADE PUBLICATION, VENUESNOW, NAMED RUTH ECKERD HALL THE RECIPIENT OF THE 2021 ALL-STARS AWARD - THEATER AND PERFORMING ARTS CENTER. THE VENUE WAS A FINALIST FOR POLLSTAR'S THEATER OF THE YEAR SEVERAL TIMES AND FOR THE ACADEMY OF COUNTRY MUSIC'S THEATER OF THE YEAR AWARD IN 2021 AND 2022. - SUSTAINED COMMUNITY PARTNERSHIPS: ACADEMY PREP OF ST. PETERSBURG, AGING WELL CENTER, ARTS FOR A COMPLETE EDUCATION (ACE), CITY OF CLEARWATER, CLEARWATER ARTS ALLIANCE (CAA), CREATIVE PINELLAS, EXCEPTIONAL STUDENT EDUCATION CENTERS, GRAMMY MUSEUM, HISPANIC OUTREACH CENTER, HOMELESS EMPOWERMENT PROGRAM (HEP), JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS, JOHN HOPKINS ALL CHILDREN'S HOSPITAL, JUVENILE WELFARE BOARD (JWB), LEALMAN AND ASIAN NEIGHBORHOOD FAMILY CENTER, NORTH GREENWOOD RECREATION & AQUATIC COMPLEX, OSHER LIFELONG LEARNING INSTITUTE AT ECKERD COLLEGE (OLLI), PINELLAS COUNTY SCHOOLS, PINELLAS OPERA LEAGUE, PINELLAS YOUTH SYMPHONY, REGENCY OAKS CLEARWATER, SAINT PAUL'S INDEPENDENT SCHOOL, ST. PETERSBURG COLLEGE, THE ARC TAMPA BAY, THE FLORIDA ORCHESTRA, THE SALVATION ARMY OF CLEARWATER & UPPER PINELLAS COUNTY, UNIVERSITY OF SOUTH FLORIDA, UNIVERSITY OF TAMPA. - SUSAN CROCKETT, RUTH ECKERD HALL PRESIDENT & CEO, WAS NOMINATED FOR THE ANNUAL CLEARWATER CHAMBER OF COMMERCE ACHIEVEHERS AWARD AND POLLSTAR MAGAZINE'S ANNUAL WOMEN OF LIVE AWARD. THE TAMPA BAY BUSINESS JOURNAL HONORED HER AS BUSINESSWOMAN OF THE YEAR IN 2019 AND TOP 25 PEOPLE TO WATCH IN 2023. CROCKETT WAS ALSO FEATURED BY FORBES AND FORTUNE MAGAZINES IN THEIR 2023 "EXTRAORDINARY WOMEN IN BUSINESS: BAY AREA" EDITIONS. - THE MARCIA P. HOFFMAN SCHOOL OF THE ARTS ("THE SCHOOL") IS RECOGNIZED AS A NATIONAL LEADER IN ARTS EDUCATION, WAS SELECTED WITH PINELLAS COUNTY SCHOOLS TO PARTICIPATE IN THE PRESTIGIOUS PARTNERS IN EDUCATION PROGRAM BY THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS, AND NOW CELEBRATES YEAR 6 OF PARTICIPATION. IN JUNE 2018, DR. SHARON REID-KANE, VP & CHIEF EDUCATION AND COMMUNITY ENGAGEMENT OFFICER, RECEIVED THE PRESTIGIOUS ARTS EDUCATION PROFESSIONAL AWARD FROM THE FLORIDA ALLIANCE FOR ARTS EDUCATION. IN 2020 AND AGAIN IN 2022, DR. REID-KANE WAS NOMINATED FOR THE TONY AWARDS EXCELLENCE IN THEATRE EDUCATION AWARD. IN 2022 AND 2023, DR. REID-KANE WAS ALSO NOMINATED FOR THE PINELLAS COUNTY DILLINGER-MCCABE "PUTTING CHILDREN FIRST" LEADERSHIP AWARD AND NAMED AS A SUBJECT MATTER EXPERT BY THE AMERICANS FOR THE ARTS. IN ADDITION, THE SCHOOL'S MULTI-GENERATIONAL CHORUS WAS HONORED TO PERFORM THE "STAR SPANGLED BANNER" PRE-GAME FOR A NATIONALLY-TELEVISED NFL FOOTBALL GAME. - ROBERT ROSSI, EXECUTIVE VICE PRESIDENT/ENTERTAINMENT, WAS AWARDED THE 2010 INDIVIDUAL CONTRIBUTION MOMENTUM AWARD FROM THE CLEARWATER DOWNTOWN PARTNERSHIP. HE WAS NOMINATED FOR EXECUTIVE OF THE YEAR IN 2015 AND IN 2022 AND 2023 TALENT BUYER OF THE YEAR FINALIST FOR (IEBA) INTERNATIONAL ENTERTAINMENT BUYERS. IN 2022, HE WAS NAMED A FINALIST FOR TALENT BUYER OF THE YEAR BY POLLSTAR. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND MOTIONS FOR APPROVAL TO BE BROUGHT TO THE BOARD. THE BOARD THEN REVIEWS THE 990 AND APPROVES. THIS MAY BE DONE IN PERSON OR ELECTRONICALLY DEPENDING ON THE TIMING OF THE MEETINGS BEFORE THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS. MEMBERS ARE TO DISCLOSE ANY CONFLICTS, SIGN, AND RETURN. THERE ARE CURRENTLY NO CONFLICTS, BUT IF THERE WERE, THE MEMBER WOULD BE ASKED TO RECUSE THEMSELF FROM ANY VOTE THAT WAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS RECOMMENDED BY THE COMPENSATION AND BENEFITS COMMITTEE AND FORMALLY APPROVED BY THE BOARD OF DIRECTORS. COMPARABILITY DATA OBTAINED FROM ONLINE SOURCES AND PUBLICATIONS IS UTILIZED IN THE DELIBERATION AND DECISION PROCESS. A WRITTEN EMPLOYMENT CONTRACT IS PREPARED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY CALLING (727) 791-7060, OR BY EMAILING THE REQUEST TO MAILDELIVERY@RUTHECKERDHALL.NET. PLEASE REFERENCE THE FINANCE DEPARTMENT IN ANY REQUEST. THE ANNUAL FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT, WHICH IS DISTRIBUTED TO COMMUNITY MEMBERS AND CONSTITUENTS. FORM 990, PART IX, LINE 11G EQUIPMENT/PRODUCTION: PROGRAM SERVICE EXPENSES 764,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,986. TOTAL EXPENSES 769,714. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 60,428. MANAGEMENT AND GENERAL EXPENSES 14,988. FUNDRAISING EXPENSES 11,715. TOTAL EXPENSES 87,131. ARTIST FEES & TEACHERS: PROGRAM SERVICE EXPENSES 10,714,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 87,200. TOTAL EXPENSES 10,801,790. PAYROLL/COBRA PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,177. SECURITY/POLICE: PROGRAM SERVICE EXPENSES 549,755. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 22,243. TOTAL EXPENSES 571,998. STAGEHANDS: PROGRAM SERVICE EXPENSES 1,001,145. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,329. TOTAL EXPENSES 1,006,474. CO-PROMOTER EXPENSE: PROGRAM SERVICE EXPENSES 965,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 965,531. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 14,860. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -28,706. WRITE OFF OF UNCOLLECTABLE PLEDGES 37,697. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE MEETS AT LEAST TWICE EACH YEAR TO REVIEW THE PROCESS BEFORE THE AUDIT COMMENCES AND AGAIN TO REVIEW/APPROVE THE AUDITED FINANCIAL STATEMENT UPON COMPLETION. THE COMMITTEE RECOMMENDS APPROVAL OF THE AUDITED FINANCIAL STATEMENTS TO THE FULL BOARD AFTER REVIEW. THE BOARD REVIEWS AND RATIFIES THE AUDIT REPORT. THE COMMITTEE ALSO PROVIDES CONSULTATION ON RELATED MATTERS AS NEEDED. THIS PROCESS, ALONG WITH THE SELECTION OF THE INDEPENDENT ACCOUNTANT, HAS NOT CHANGED FROM PRIOR YEARS. CHARITABLE REMAINDER ANNUITY TRUST (2) INVESTMENTS FL RUTH ECKERD HALL TRUSTEE 1 CHARITABLE REMAINDER UNITRUST (1) INVESTMENTS FL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0