2026-08-17T15:43:26-05:00 2025-09-30 752849913 CHARLES O PAUL CPA 7408 CONTINENTAL TRAIL NORTH RICHLAND HILLS TX 76182 990 2024-10-01 752495487 STAGE WEST THEATRE STAG 8177849378 821 W VICKERY BLVD FORT WORTH TX 76104 LISA DAVIS MANAGING DIRECTOR 8177849378 2026-08-17 1 0 CHARLES O PAUL CPA P00491201 8174980884 2026-08-14 X 2024 2025-03-06 01:10:19Z LISA DAVIS 821 W VICKERY BLVD FORT WORTH TX 76104 2130747 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 58 0 0 0 1104152 981342 697288 815513 79286 94126 162006 114159 2042732 2005140 0 0 0 0 913802 961157 0 0 12098 1128934 1150334 2042736 2111491 -4 -106351 6870485 6875997 991301 998398 5879184 5877599 X STAGE WEST SERVES THE GREATER FORT WORTH COMMUNITY WITH THEATRE AND OTHER LIVE EVENTS THAT ENTERTAIN, PROVOKE, AND INSPIRE. 0 0 1138929 929672 PROGRAMMING: DURING FY2024-2025, STAGE WEST THEATRE PRESENTED ITS 46TH SEASON, CONSISTING OF SIX MAINSTAGE PRODUCTIONS ACROSS APPROXIMATELY 120 PERFORMANCES AND EMPLOYING APPROXIMATELY 180 PROFESSIONAL ARTISTS, DESIGNERS, TECHNICIANS, AND OTHER CREATIVE PROFESSIONALS.THE SEASON OPENED WITH HEIDI SCHRECK'S WHAT THE CONSTITUTION MEANS TO ME, A PULITZER PRIZE FINALIST AND TONY AWARD-NOMINATED PLAY EXPLORING THE U.S. CONSTITUTION THROUGH PERSONAL STORYTELLING AND LIVE DEBATE. THE SEASON ALSO INCLUDED THE PLAY THAT GOES WRONG, A CO-PRODUCTION WITH WATERTOWER THEATRE; EBONI BOOTH'S PULITZER PRIZE-WINNING PRIMARY TRUST; PENELOPE, A MUSICAL ADAPTATION INSPIRED BY HOMER'S ODYSSEY; SHERLOCK HOLMES AND THE ADVENTURE OF THE FALLEN SOUFFL; AND JAMES IJAMES' PULITZER PRIZE-WINNING FAT HAM, A CONTEMPORARY REIMAGINING OF SHAKESPEARE'S HAMLET. TOGETHER, THE SEASON REFLECTED STAGE WEST'S COMMITMENT TO PRESENTING VARIED PROFESSIONAL THEATRE ENCOMPASSING CONTEMPORARY WORK, COMEDY, MUSIC, NEW INTERPRETATIONS OF CLASSIC STORIES, AND WORKS THAT ENCOURAGE CONVERSATION AND REFLECTION.EDUCATION AND ARTIST DEVELOPMENT: STAGE WEST'S EDUCATION PROGRAMMING CONTINUED SIGNIFICANT GROWTH DURING FY2024-2025. THE ORGANIZATION PARTNERED WITH 40 INSTITUTIONS, INCLUDING 19 K-12 SCHOOLS, AND SERVED APPROXIMATELY 1,300 STUDENTS THROUGH IN-SCHOOL PROGRAMMING. WEEKLY YOUTH AND ADULT EDUCATION CLASSES SERVED APPROXIMATELY 855 ENROLLMENTS AND OPERATED AT APPROXIMATELY 90% CAPACITY, WITH 36 TEACHING ARTISTS AND TEACHING ASSISTANTS ENGAGED IN PROGRAMMING.IN-SCHOOL PLAYWRITING WORKSHOPS AND STAGE WEST'S PLAYWRITING AND PERFORMANCE PROGRAMMING PROVIDED YOUNG PEOPLE WITH OPPORTUNITIES TO DEVELOP AND PRESENT ORIGINAL WORK. THE ANNUAL NEIGHBORHOOD PLAY CONTEST CULMINATED IN FESTIVAL OF THE KID, WHERE 29 ORIGINAL STUDENT PLAYS WERE BROUGHT TO THE STAGE.THE DESIGN APPRENTICESHIP PROGRAM (DAP) PROVIDED EMERGING THEATRE PROFESSIONALS WITH HANDS-ON EXPERIENCE WORKING ALONGSIDE PROFESSIONAL ARTISTS. TEN APPRENTICES PARTICIPATED DURING THE FISCAL YEAR, WITH OPPORTUNITIES EXPANDED TO INCLUDE DIRECTING, MARKETING, AND DEVELOPMENT IN ADDITION TO THEATRICAL DESIGN AND PRODUCTION.COMMUNITY ENGAGEMENT: STAGE WEST CONTINUED ITS MONTHLY FIRST TUESDAYS SERIES, PROVIDING ACCESSIBLE ARTS, CULTURAL, EDUCATIONAL, AND PARTICIPATORY PROGRAMMING OUTSIDE OF THE TRADITIONAL MAINSTAGE SEASON. FIRST TUESDAYS SERVED APPROXIMATELY 638 PARTICIPANTS DURING THE FISCAL YEAR AND PROVIDED AN ADDITIONAL POINT OF ENTRY TO STAGE WEST FOR COMMUNITY MEMBERS, INCLUDING FIRST-TIME VISITORS.THROUGH MAINSTAGE PRODUCTIONS, SCHOOL PARTNERSHIPS, EDUCATION PROGRAMS, ARTIST DEVELOPMENT, AND COMMUNITY EVENTS, STAGE WEST CONTINUED TO FULFILL ITS MISSION TO ENTERTAIN, PROVOKE, AND INSPIRE THROUGH THEATRE AND OTHER LIVE EVENTS.FACILITIES STEWARDSHIP: DURING FY2024-2025, STAGE WEST CONTINUED TO INVEST IN THE MAINTENANCE AND IMPROVEMENT OF ITS FACILITIES AND TECHNICAL INFRASTRUCTURE. STAGE WEST CONTINUED TO EVALUATE BOTH IMMEDIATE AND LONG-TERM FACILITY NEEDS AS PART OF ITS RESPONSIBILITY TO MAINTAIN A SAFE, FUNCTIONAL, AND WELCOMING CULTURAL FACILITY FOR ARTISTS, STUDENTS, PATRONS, AND THE GREATER FORT WORTH COMMUNITY.FORM 990 REVIEW PROCESS: PRIOR TO FILING, STAGE WEST PROVIDES THE DRAFT FORM 990 TO APPROPRIATE ORGANIZATIONAL LEADERSHIP AND MEMBERS OF THE BOARD RESPONSIBLE FOR FINANCIAL OVERSIGHT. THE FINANCE COMMITTEE REVIEWS THE RETURN AND HAS THE OPPORTUNITY TO RAISE QUESTIONS, REQUEST CLARIFICATION, AND RECOMMEND CORRECTIONS BEFORE FILING. THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S ESTABLISHED REVIEW PROCESS.EXECUTIVE COMPENSATION: EXECUTIVE COMPENSATION IS REVIEWED THROUGH STAGE WEST'S ESTABLISHED GOVERNANCE PROCESS. BOARD MEMBERS PARTICIPATE IN THE REVIEW AND APPROVAL PROCESS, CONSIDERING POSITION RESPONSIBILITIES, ORGANIZATIONAL RESOURCES, AND RELEVANT COMPENSATION INFORMATION FOR COMPARABLE ORGANIZATIONS. 1138929 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 1 113 0 58 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 X THE ORGANIZATION 8177849378 821 W VICKERY BLVD FORT WORTH TX 76104 NATHAN VASSEUR CHAIR 1.00 X X 0 0 0 JENN WHITMAN VICE-CHAIR 1.00 X X 0 0 0 MAGGIE KNAPP SECRETARY 1.00 X X 0 0 0 THOMAS MCCRAW FINANCE CHAIR 1.00 X X 0 0 0 ADAM BARTELL BAGGS DIRECTOR 1.00 X 0 0 0 EMILY SCOTT BANKS DIRECTOR 1.00 X 0 0 0 SHARI BARNES DIRECTOR 1.00 X 0 0 0 NANCY CAREFOOT DIRECTOR 1.00 X 0 0 0 TRACY CLIBURN DIRECTOR 1.00 X 0 0 0 SUNDAY GRACE DIRECTOR 1.00 X 0 0 0 BRYAN LUCAS 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 NANCY PRICE DIRECTOR 1.00 X 0 0 0 PAIGE KELLY HENDRICKS RUSSEY DIRECTOR 1.00 X 0 0 0 CAROL STANFORD DIRECTOR 1.00 X 0 0 0 RICK WITTENBRAKER DIRECTOR 1.00 X 0 0 0 DANA SCHULTES EXECUTIVE DIRECTOR 40.00 X 72500 0 0 LISA DAVIS MANAGING DIRECTOR 0.00 X 58000 0 0 130500 0 0 0 0 0 0 0 981342 981342 ADMISSIONS 711110 611860 611860 CLASSES 711110 182844 182844 OTHER 711110 20809 20809 815513 94126 94126 18929 0 18929 18929 18929 217017 125607 91410 91410 REALIZED GAINS 711110 3820 3820 3820 2005140 929672 0 94126 130500 29000 101500 682601 231199 451402 70705 43756 26949 77351 24753 52598 5500 5500 17318 17318 174749 159307 15442 97591 78073 19518 37621 37621 71219 56975 14244 4769 4769 32485 25988 6497 277125 221700 55425 39248 39248 DESIGNER FEES 88597 88597 EDUCATIONAL OUTREACH 81360 81360 MAINTENANCE 52267 52267 BANK AND CREDIT CARD FE 44971 44971 125514 60600 52816 12098 2111491 1138929 960464 12098 151769 111254 5151 7289 38871 33435 4908978 1636955 3530556 3272023 3142493 3450351 1645 1645 6870485 6875997 3587 4140 246938 309356 730776 684902 10000 0 991301 998398 X 5450385 5391733 428799 485866 5879184 5877599 6870485 6875997 -106351 104766 0 X 0 1 X 1 0 X 1464382 1418959 841436 1104152 981342 5810271 1464382 1418959 841436 1104152 981342 5810271 2048594 3761677 7038 20996 10145 79286 94126 211591 6021862 3258478 0.62470 0.59240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 428799 59500 37225 39658 485866 368807 80483 20491 428799 327158 30000 29682 18033 368807 410225 -65139 17928 327158 812312 91920 51893 545900 410225 1.00000 0 0 102762 102762 4092162 1076522 3015640 714054 560433 153621 3272023 BENEFICIAL INTEREST IN PERPETUAL TRUST 317678 F MANAGED INVESTMENT ACCOUNT 3132673 F 3450351 2109906 104766 104766 2005140 0 2005140 2111491 0 2111491 0 2111491 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.