2025-06-02T10:06:23-05:00 2024-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-10-01 591803628 RUTH ECKERD HALL INC RUTH 7277917060 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 SARAH C PROUT CFO, VP FINANCE ADMINISTRATION 7277122762 2025-06-02 1 1 LISA BURKE P00220718 8169455500 2025-05-30 2023 2025-03-06 01:10:19Z DEBORAH WHITE 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 35404529 0 X WWW.RUTHECKERDHALL.COM X 1978 FL TO ENGAGE THE COMMUNITY TO MASTER, EXPERIENCE, DISCOVER AND EXPLORE QUALITY PERFORMING ARTS. 22 22 467 175 6290 0 5526026 4946865 23302301 22182572 -342847 1027976 3414434 4079944 31899914 32237357 27840 31800 0 0 7842621 9528908 0 0 1715509 22396319 23102099 30266780 32662807 1633134 -425450 60207333 61628129 8883111 8721768 51324222 52906361 X CHANGING LIVES THROUGH PERFORMING ARTS.(CONTINUED ON SCHEDULE O) 0 0 25633263 21545412 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) 1064777 31800 205274 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 OVER 60,493 YOUTHS AND ADULTS DURING THE 2024 FISCAL YEAR. 26698040 1 1 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 216 0 1 467 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 VP OF FINANCE & ADMINISTRATION 7277122762 1111 N MCMULLEN BOOTH RD CLEARWATER FL 33759 DEBBIE WHITE CHAIR 4.00 X X 0 0 0 BETH ENGLAND VICE CHAIR 4.00 X X 0 0 0 ADAM ABELSON TREASURER 2.00 X X 0 0 0 JOYCE COTTON SECRETARY 2.00 X X 0 0 0 RAY BOUCHARD IMMEDIATE PAST CHAIR 2.00 X 0 0 0 ZEBBIE ATKINSON DIRECTOR 1.00 X 0 0 0 MIKE BARNETT DIRECTOR 1.00 X 0 0 0 TIM COOP DIRECTOR 1.00 X 0 0 0 EARLE COOPER DIRECTOR 1.00 X 0 0 0 SHARON ELLIS-CHAMPAGNE DIRECTOR 1.00 X 0 0 0 KEN HAMILTON DIRECTOR 1.00 X 0 0 0 CHARLIE HART DIRECTOR 1.00 X 0 0 0 JEALIXSON JEAN-SIMON DIRECTOR 1.00 X 0 0 0 MICHELLE LYNCH ZEBRA DIRECTOR 1.00 X 0 0 0 LAURA MAIOCCO DIRECTOR (JOINED 1/1/24) 1.00 X 0 0 0 MARK MCCLINTOCK DIRECTOR (JOINED 1/1/24) 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 KAREN SEEL DIRECTOR (JOINED 1/1/24) 1.00 X 0 0 0 WILLIAM SELVIDGE DIRECTOR 1.00 X 0 0 0 DOUG WYCOFF DIRECTOR (JOINED 1/1/24) 1.00 X 0 0 0 PHIL BEAUCHAMP DIRECTOR (THRU 12/31/23) 1.00 X 0 0 0 THOMAS FREE DIRECTOR (THRU 12/31/23) 1.00 X 0 0 0 SCOTT MCLAREN DIRECTOR (THRU 12/31/23) 1.00 X 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 40.00 X 310242 0 39921 SARAH PROUT CFO/VP OF FINANCE & ADMINISTRATION 40.00 X 172618 0 13989 ROBERT ROSSI CPO/EXEC VP ENTERTAINMENT 40.00 X 273789 0 39618 MEGAN BRENNAN CMO/VP OF MARKETING 40.00 X 152265 0 12820 SHARON REID-KANE EDUCATION & COMM ENGMT OFFICER/VP 40.00 X 152489 0 6200 1061403 0 112548 5 0 1 0 AEG LIVE SE LLC 1800 AUSTRALIAN AVE S SUITE 201 WEST PALM BEACH FL 33409 PROMOTER/AGENCY 1259931 IKONIQ INC 2370 FIREHALL RD CANANDAIGUA NY 14424 F&B CARTS CONTRACTOR 1206161 IRWIN SEATING COMPANY PO BOX 30516 LANSING MI 489098016 AUDITORIUM CONTRACTOR 997431 APAV SOLUTIONSATLANTIC PROFOESENIAL AUD 825 SUNSHINE LANE ALTAMONTE SPRINGS FL 32714 SOUND SYSTEM CONTRACTOR 859014 AEG PRESENTS LLC 425 WEST 11TH STREETSUITE 300 LOS ANGELES CA 90015 PROMOTER/AGENCY 822554 52 1788415 402025 619461 2136964 46900 4946865 ADMISSIONS 711300 17103993 17103993 TICKETING SERVICE FEE 711300 3401133 3401133 PARKING / GROUNDS FEES 711300 431886 431886 MEMBERSHIP - VALUE RECEIVED 711300 241200 241200 TUITION AND REGISTRATION 611600 205274 205274 799086 799086 22182572 788842 788842 1544750 731266 813484 813484 813484 1294763 1045606 10023 249157 -10023 239134 239134 45574 402025 195677 -150103 -150103 4597533 1184600 3412933 6290 3406643 3630 3630 3630 32237357 21750686 6290 5533516 X 31800 31800 889520 331221 558299 6928072 4276866 1991857 659349 114005 64066 45264 4675 917432 604331 244421 68680 679879 450235 177891 51753 16880 10102 6778 75126 51837 23289 34253 34253 73428 73428 14065044 13573989 38042 453013 1517944 1470050 25230 22664 1232339 1088959 78722 64658 442234 293128 116433 32673 268271 268177 94 1667366 1440535 190801 36030 164954 137859 19213 7882 117038 72728 14743 29567 3248 3248 2465453 2064118 331692 69643 449590 233502 216088 FUNDRAISING EVENTS 134492 160 134332 MEMBER TICKET PACKAGES 57550 10164 4608 42778 DONOR RECOGNITION 32288 145 849 31294 284601 224068 54109 6424 32662807 26698040 4249258 1715509 1584234 417977 9806857 5435154 2500680 1452654 398208 205245 198418 140474 621017 709337 60905786 26899032 33940402 34006754 8205190 15794535 90365 80277 2861962 3385722 60207333 61628129 2365628 1855792 6347709 6748990 6494 6537 163280 110449 8883111 8721768 X 42686465 43138338 8637757 9768023 51324222 52906361 60207333 61628129 X -425450 1970022 37567 X X 0 1 X 1 0 X 5021530 12894181 7340865 5526026 4946865 35729467 5021530 12894181 7340865 5526026 4946865 35729467 173253 35556214 737952 544086 1089914 1804840 2333592 6510384 42239851 87502980 0.84180 0.84530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34253 34253 32628554 32662807 1000000 250000 0 0 771527 1000000 1000000 1000000 3771527 5657291 7750 14795 32496 34253 89294 192882 250000 250000 250000 942882 1414323 305035 X 0 0 1 X 14447071 435795 2144901 17027767 8612729 4986183 848159 14447071 9754915 537 -1142723 8612729 8565434 41707 1147774 9754915 8021282 544152 8565434 0.58137 0.26108 0.15755 1 0 37500 37500 4668623 1763713 2904910 43542157 21022075 22520082 8028950 3423619 4605331 305035 4323521 689625 3938931 34006754 CAPITOL THEATRE RESERVE 2683037 REMAINDER INTEREST IN TRUSTS 321856 BENEFICIAL INTEREST IN EXTERNAL ENDOWMENT 142021 DEPOSITS 6190 ASSETS LIMITED AS TO USE 161935 OPERATING LEASE RIGHT-OF USE ASSETS 70683 3385722 LEASE LIABILITIES 110449 110449 X 33373934 1970022 53010 2023032 31350902 73428 813027 886455 32237357 34744753 53010 2102364 2155374 32589379 73428 73428 32662807 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 2020 TAX YEAR ENDED SEPTEMBER 30, 2021, AND ALL SUBSEQUENT TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET INVESTMENT RETURN 2,934,593. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -731,266. LOSS ON DISPOSAL OF FIXED ASSETS REPORTED ON PART VIII, LINE 7 -10,023. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B -195,677. COGS REPORTED ON PART VIII, LINE 10B -1,184,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 731,266. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 195,677. COGS REPORTED ON PART VIII, LINE 10B 1,184,600. WRITE OFF OF UNCOLLECTIBLE PLEDGES -9,179. SOWING THE SEED GALA 447599 402025 45574 25541 100337 69799 447599 402025 45574 25541 100337 69799 195677 -150103 1 FOLLOW YOUR DREAMS SCHOLARSHIPS 11 25000 0 N/A N/A ANNUAL PRIVATE LESSON SCHOLARSHIPS 4 6800 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. X X 0 0 0 0 0 1 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 274626 0 13000 0 22616 0 14446 0 25475 0 350163 0 0 0 ROBERT ROSSI CPO/EXEC VP ENTERTAINMENT 257496 0 13000 0 3293 0 11502 0 28116 0 313407 0 0 0 SARAH PROUT CFO/VP OF FINANCE & ADMINISTRATION 159558 0 13000 0 60 0 7765 0 6224 0 186607 0 0 0 MEGAN BRENNAN CMO/VP OF MARKETING 139205 0 13000 0 60 0 6600 0 6220 0 165085 0 0 0 SHARON REID-KANE EDUCATION & COMM ENGMT OFFICER/VP 124008 0 13000 0 15481 0 6200 0 0 0 158689 0 0 0 PART I, LINE 6 10% OF THE NET OPERATING SURPLUS IS AWARDED TO FULL-TIME EMPLOYEES, EXCLUDING THE CEO AND EMPLOYEES WHO HAVE NOT BEEN WITH THE ORGANIZATION FOR 6-MONTHS OR MORE AT YEAR-END. NET OPERATING SURPLUS IS CALCUATED AS THE NET SURPLUS EXCLUDING CAPITAL CAMPAIGN, ENDOWMENT, AND SWAP GAINS/LOSSES, AND BUILDING DEPRECIATION. THE NET OPERATING SURPLUS IS REPORTED INTERNALLY TO THE BOARD OF DIRECTORS ON A MONTHLY AND ANNUAL BASIS. THE AWARD IS PAID IN DECEMBER AFTER ALL AUDIT ADJUSTMENTS FOR THE PRIOR FISCAL YEAR HAVE BEEN POSTED. THE SURPLUS IS ALLOCATED BASED ON PERFORMANCE, DETERMINED BY A COMMITTEE COMPRISED OF SEVERAL SENIOR STAFF MEMBERS AND THE CEO. THE PERCENTAGE OF NET OPERATING SURPLUS TO BE AWARDED IS INCLUDED IN THE BUDGET PROCESS AT THE BEGINNING OF EACH FISCAL YEAR AND IS APPROVED BY THE BOARD OF DIRECTORS. X FURNITURE 1 25000 FMV X EVENT FOOD 4 21900 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNTS ON LINE 25 & 26, COLUMN (B) REPRESENT TOTAL NUMBER OF CONTRIBUTIONS. 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. 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. THE SOUND OPENED 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 2024: RUTH ECKERD HALL WAS: - NAMED 2024 THEATRE OF THE YEAR BY IEBA (INTERNATIONAL ENTERTAINMENT BUYERS ASSOCIATION) - NAMED BEST CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE - NAMED BEST CONCERT VENUE BY TAMPA BAY NEWSPAPERS DURING 2024, INDUSTRY TRADE PUBLICATION POLLSTAR RANKED RUTH ECKERD HALL*: - #1 IN TAMPA BAY AREA OF VENUES WITH 2,500 SEATS OR LESS - #4 IN FLORIDA OF VENUES WITH 2,500 SEATS OR LESS - 10 IN THE UNITED STATES WITH 2,500 SEATS OR LESS - #13 IN THE WORLD OF VENUES WITH 2,500 SEATS OR LESS -#53 VENUE OVERALL IN THE WORLD IN 2023, BILLBOARD MAGAZINE RANKED RUTH ECKERD HALL #4 CONCERT VENUE IN THE UNITED STATES AND #6 IN THE WORLD OF VENUES WITH 2,500 SEATS OR LESS. (THIS RANKING IS BASED ON GROSS TICKETS SALES DURING THE PERIOD OF 11/1/23 - 9/30/24) IN 2024, THE NANCY AND DAVID BILHEIMER CAPITOL THEATRE WAS: - NAMED BEST SMALL CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE - NAMED #3 CONCERT VENUE BY TAMPA BAY NEWSPAPERS DURING 2024, 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 - #38 CLUB VENUE OVERALL IN THE WORLD IN 2024, THE BAYCARE SOUND WAS: - NAMED BEST OUTDOOR CONCERT VENUE BY TAMPA BAY MAGAZINE - NAMED BEST NEWCOMER BY VISIT ST. PETE CLEARWATER (CHAMBER) - NAMED BEST LIVE MUSIC VENUE BY VISIT ST. PETE CLEARWATER (CHAMBER) - 2024 AMPHITHEATER OF THE YEAR FINALIST BY IEBA (INTERNATIONAL ENTERTAINMENT BUYERS ASSOCIATION) DURING 2024, INDUSTRY TRADE PUBLICATION POLLSTAR RANKED THE BAYCARE SOUND*: - #2 IN TAMPA BAY AREA OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #4 IN FLORIDA OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #4 IN THE UNITED STATES OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #9 IN THE WORLD OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #9 AMPHITHEATER OVERALL IN THE WORLD * THESE RANKINGS ARE BASED ON GROSS TICKET SALES DURING THE PERIOD OF 11/16/23-5/15/24 - NAMED 2024 STELLAR AWARDS/NONPROFIT EXCELLENCE AWARD BY AMPLIFY CLEARWATER (CHAMBER). 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 FOR TWO CONSECUTIVE YEARS, AND THREE OF THE LAST FIVE YEARS (2020, 2023, 2024) 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 ACHIEVERS 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 7 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, WAS NAMED A SUBJECT MATTER EXPERT BY THE AMERICANS FOR THE ARTS, AND WAS RECOGNIZED BY THE TAMPA BAY BUSINESS JOURNAL AS A BUSINESS WOMAN OF THE YEAR NOMINEE. 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 A, LINE 1A THE CHAIR OF THE EXECUTIVE COMMITTEE SHALL BE THE CHAIR OF THE BOARD OF DIRECTORS AND THE OTHER MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE THE OTHER OFFICERS OF THE ORGANIZATION AND SUCH OTHER MEMBERS OF THE ORGANIZATION AS MAY BE APPOINTED BY THE CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS DURING ANY PERIOD WHEN THE BOARD OF DIRECTORS IS NOT MEETING, SUBJECT TO SUCH LIMITATIONS AS MAY BE IMPOSED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS OF ANY ACTION TAKEN. 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. 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 1,157,406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 25,517. TOTAL EXPENSES 1,182,923. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 22,400. MANAGEMENT AND GENERAL EXPENSES 26,384. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 68,784. ARTIST FEES & TEACHERS: PROGRAM SERVICE EXPENSES 9,933,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 357,300. TOTAL EXPENSES 10,290,539. PAYROLL/COBRA PROCESSING: PROGRAM SERVICE EXPENSES 41,985. MANAGEMENT AND GENERAL EXPENSES 11,658. FUNDRAISING EXPENSES 3,598. TOTAL EXPENSES 57,241. SECURITY/POLICE: PROGRAM SERVICE EXPENSES 624,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 38,396. TOTAL EXPENSES 662,730. STAGEHANDS: PROGRAM SERVICE EXPENSES 1,041,211. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,202. TOTAL EXPENSES 1,049,413. CO-PROMOTER EXPENSE: PROGRAM SERVICE EXPENSES 753,414. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 753,414. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 28,388. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT WRITE OFF OF UNCOLLECTABLE PLEDGES 9,179. 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 (1) 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