2025-08-13T11:32:35-05:00 2024-09-30 752849913 CHARLES O PAUL CPA 7408 CONTINENTAL TRAIL NORTH RICHLAND HILLS TX 76182 990 2023-10-01 752495487 STAGE WEST THEATRE FORMERLY ALLIED THEATRE GROUP INC STAG 8177849378 821 W VICKERY BLVD FORT WORTH TX 76104 LISA DAVIS MANAGING DIRECTOR 8177849378 2025-08-13 1 0 CHARLES O PAUL CPA P00491201 8174980884 2025-08-13 X 2023 2025-03-06 01:10:19Z X LISA DAVIS 821 W VICKERY BLVD FORT WORTH TX 76104 2147146 0 X WWW.STAGEWEST.ORG X 1999 TX STAGE WEST SERVES THE GREATER FORT WORTH COMMUNITY WITH THEATRE AND LIVE EVENTS THAT ENTERTAIN, PROVOKE, AND INSPIRE. WE STRIVE TO BE AN ESSENTIAL PART OF LIFE IN NORTH TEXAS-RECOGNIZED AS A GREAT PLACE TO WORK, CREATE, AND VISIT-WHILE PRODUCING A BALANCED, REPRESENTATIVE SLATE OF PROGRAMMING AND PLACING THE PATRON AND GUEST-ARTIST EXPERIENCE FIRST. 17 17 68 0 0 0 841436 1104152 575190 697288 0 79286 128609 162006 1545235 2042732 0 0 0 0 684138 913802 0 0 17204 891617 1128934 1575755 2042736 -30520 -4 6590616 6870485 976570 991301 5614046 5879184 X TO PRODUCE THEATRE THAT ENTERTAINS, ENRICHES AND INSPIRES. 0 0 1138519 828947 MAINSTAGE ACCOMPLISHMENTS. DURING FY2023-2024, STAGE WEST PRODUCED A FULL MAINSTAGE SEASON INCLUDING A CO-PRODUCTION OF THE MUSICAL ONCE UPON A MATTRESS WITH THEATRE TCU WHICH WAS FOLLOWED BY THE PLAYS POOR CLARE, MARJORIE PRIME, POTUS, SHERLOCK HOLMES AND THE ADVENTURE OF THE ELUSIVE EAR, AND THE IMPORTANCE OF BEING EARNEST. TO MEET DEMAND AND MAXIMIZING REVENUE, WE ADDED AN ADDITIONAL WEEK TO THE RUN OF POTUS. SHERLOCK AND EARNEST BOTH DREW STRONG WORD-OF-MOUTH, AND SOLD OUT HOUSES. EDUCATION & COMMUNITY PROGRAMS. THE YEAR FEATURED THE SUMMER CONSERVATORY WORLD PREMIERE OF THE INCIDENT AT PANTHER HILLS: BIGFOOT RETURNS, DEVISED BY STUDENTS, AND THE EXPANSION OF OUR DESIGN APPRENTICESHIP PROGRAM (DAP), IN-SCHOOL PLAYWRITING WORKSHOPS, AND YOUTH AND ADULT PERFORMANCE CLASSES. THE EMERGING VOICES PIPELINE-NEIGHBORHOOD PLAY CONTEST CULMINATING IN FESTIVAL OF THE KID-BROUGHT DOZENS OF NEW WRITERS TO THE STAGE. A WINTER OPEN HOUSE ACTIVATED NEW ENROLLMENT AND COMMUNITY ENGAGEMENT. OUR MONTHLY FIRST TUESDAYS SERIES OFFERED ACCESSIBLE, HIGH-PARTICIPATION EVENTS (E.G., GARDEN DESIGN, CHAMBER MUSIC COLLABORATIONS, ARTS WORKSHOPS), TYPICALLY DRAWING SEVERAL DOZEN TO 100+ ATTENDEES AND WELCOMING MANY FIRST-TIME VISITORS.DEVELOPMENT & FUNDRAISING. STAGE WEST ADVANCED ITS ANNUAL FUND WITH STRONG INDIVIDUAL GIVING, A SUCCESSFUL NORTH TEXAS GIVING DAY CAMPAIGN, AND A SPRING GALA, ALONGSIDE ONGOING FOUNDATION AND GOVERNMENT SUPPORT. WE EXCEEDED OUR ANNUAL INDIVIDUAL GIVING TARGET AND BROADENED THE BASE OF SUPPORTERS, INCLUDING AN INCREASE IN $1,000+ PATRONS.FACILITIES, OPERATIONS & GOVERNANCE. WE COMPLETED NEEDED FACADE TUCKPOINTING AND CONTINUED INVESTMENTS IN TECHNICAL EQUIPMENT. A SHORT-TERM RESIDENCY EXPERIMENT WITH FOUR DAY WEEKEND HELPED ACTIVATE THE BUILDING AND TEST ADDITIONAL EARNED REVENUE FROM BAR/CONCESSIONS, WITH SOUND-MITIGATION STRATEGIES IN PLACE TO PRESERVE THE PATRON EXPERIENCE. WE STANDARDIZED THE CORPORATE NAME USAGE (RETIRING AN OLDER DBA REFERENCE), INITIATED A BYLAWS REVIEW, AND HIRED SEVEN NEW EMPLOYEES ACROSS PRODUCTION, DEVELOPMENT, FINANCE, AND MARKETING, FLESHING OUT DEPARTMENTS WITH REFINEMENTS TO SOPS AND CROSS-TEAM COORDINATION.ADDITIONAL EXPLANATIONS (FORM 990). THIS NARRATIVE SUPPLEMENTS PARTS I-III AND VI OF FORM 990 BY DESCRIBING MISSION, PROGRAM SERVICE ACCOMPLISHMENTS, AND SIGNIFICANT OPERATIONAL MATTERS UNDERTAKEN DURING THE YEAR. NO CHANGE TO THE ORGANIZATION'S EXEMPT PURPOSE OCCURRED DURING THE PERIOD. FINANCIAL DETAILS SUPPORTING THESE NARRATIVES APPEAR IN THE CORE RETURN AND AUDITED STATEMENTS. 1138519 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 80 0 68 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8177849378 821 W VICKERY BLVD FORT WORTH TX 76104 NATHAN VASSEUR PRESIDENT 1.00 X X 0 0 0 JENN WHITMAN VICE PRESIDENT 1.00 X X 0 0 0 MAGGIE KNAPP SECRETARY 1.00 X X 0 0 0 THOMAS MCCRAW TREASURER 1.00 X X 0 0 0 ADAM BARTELL BAGGS DIRECTOR 1.00 X 0 0 0 SHARI BARNES DIRECTOR 1.00 X 0 0 0 TRACY CLIBURN DIRECTOR 1.00 X 0 0 0 THOMAS FAIRCHILD DIRECTOR 1.00 X 0 0 0 YVONNE JOHNSON DIRECTOR 1.00 X 0 0 0 DALISA MCANALLY DIRECTOR 1.00 X 0 0 0 SHANNNON MCGRANN DIRECTOR 1.00 X 0 0 0 LEILA PEEPLES DIRECTOR 1.00 X 0 0 0 PAIGE KELLY HENDRICKS RUSSEY DIRECTOR 1.00 X 0 0 0 CATHY REAGAN SHEFFIELD DIRECTOR 1.00 X 0 0 0 CAROL STANFORD DIRECTOR 1.00 X 0 0 0 VAN ANTHONY WILLIAMS JOINED APRIL 2 DIRECTOR 1.00 X 0 0 0 RICK WITTENBRAKER DIRECTOR 1.00 X 0 0 0 PAUL SWEITZER DIRECTOR 1.00 X 0 0 0 RANDY THOMSON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1104152 1104152 ADMISSIONS 711110 517394 517394 CLASSES 711110 179464 179464 OTHER 711110 430 430 697288 79286 79286 33268 0 33268 33268 33268 202805 104414 98391 98391 REALIZED GAINS 711110 30347 30347 30347 2042732 828947 0 109633 787654 280589 507065 58302 34664 23638 67846 24169 43677 5500 5500 197815 189873 7942 86974 69579 17395 46310 46310 83088 66470 16618 33094 26475 6619 254054 203243 50811 22670 22670 EDUCATIONAL OUTREACH 77504 77504 MAINTENANCE 74652 74652 DESIGNER FEES 63276 63276 BANK AND CREDIT CARD FE 47382 47382 136615 56367 63044 17204 2042736 1138519 887013 17204 531910 151769 10470 3200 3192 5151 43722 38871 4890386 1359830 3735380 3530556 2261097 3142493 1645 1645 6590616 6870485 2962 3587 197585 246938 776023 730776 0 10000 976570 991301 X 5245239 5450385 368807 428799 5614046 5879184 6590616 6870485 -4 265142 0 X 0 1 X 0 0 X 1511983 1464382 1418959 841436 1104152 6340912 1511983 1464382 1418959 841436 1104152 6340912 2513208 3827704 2545 7038 20996 10145 79286 120010 6460922 2643071 0.59240 0.57300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 368807 80483 20491 428799 327158 30000 29682 18033 368807 410225 -65139 17928 327158 812312 91920 51893 545900 410225 1675804 290091 16518 1170101 812312 0 0 102762 102762 4092162 871217 3220945 695462 488613 206849 3530556 BENEFICIAL INTEREST IN PERPETUAL TRUST 311718 F MANAGED INVESTMENT ACCOUNT 2830775 F 3142493 SECURITY DEPOSIT 10000 10000 2307874 265142 265142 2042732 0 2042732 2042736 0 2042736 0 2042736 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE BOARD BEFORE FILING. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE 990 BEFORE THE FORM IS SIGNED BY THE MANAGING DIRECTOR AND MADE AVAILABLE FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO PERIODICALLY COMPLETE A STATEMENT OF INDEPEDENCE OR TO DISCLOSE CONFLICT OF INTEREST ALONG WITH A PLEDGE TO NOTIFIY THE BOARD OF CONFLICTS THAT ARISE DURING THEIR TERM ON THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.