2026-06-05T17:08:28-05:00 2025-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-10-01 591803628 RUTH ECKERD HALL INC RUTH 7277917060 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 SARAH C PROUT CFO/VP FINANCE & ADMIN 7277917060 2026-06-04 1 1 LISA BURKE P00220718 8169455500 2026-06-04 2024 2025-03-06 01:10:19Z DEBORAH WHITE 1111 N MCMULLEN BOOTH ROAD CLEARWATER FL 33759 43586531 0 X WWW.RUTHECKERDHALL.COM X 1978 FL TO ENGAGE THE COMMUNITY TO MASTER, EXPERIENCE, DISCOVER AND EXPLORE QUALITY PERFORMING ARTS. 21 21 461 200 -12440 0 4946865 3939452 22182572 29131887 1027976 1089127 4079944 5663578 32237357 39824044 31800 25000 0 0 9528908 10159364 0 0 1821073 23102099 30156464 32662807 40340828 -425450 -516784 61628129 62430113 8721768 9888978 52906361 52541135 X CHANGING LIVES THROUGH PERFORMING ARTS.(CONTINUED ON SCHEDULE O) 0 0 32693668 28449346 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) 1003704 25000 199051 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 AND AN ANNUAL SCHOOLTIME SERIES PROVIDING HIGH-CALIBER PERFORMANCES FOR DURING-THE-SCHOOL-DAY AUDIENCES. THE SCHOOL ALSO PROVIDES ARTS EDUCATION EXPERIENCES OFF-SITE IN THE COMMUNITY FOR A COMBINED TOTAL OF OVER 60,000 ARTS EXPERIENCES PROVIDED EACH YEAR. 33697372 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 1 255 0 1 461 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 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 LAUREN CHRIST RUBENSTEIN DIRECTOR (TERM START 1/1/25) 1.00 X 0 0 0 TIM COOP DIRECTOR 1.00 X 0 0 0 SHARON ELLIS-CHAMPAGNE DIRECTOR 1.00 X 0 0 0 LOU GALDIERI DIRECTOR (TERM START 1/1/25) 1.00 X 0 0 0 KEN HAMILTON DIRECTOR 1.00 X 0 0 0 CHARLIE HART DIRECTOR 1.00 X 0 0 0 FRANK HIBBARD DIRECTOR (TERM START 1/1/25) 1.00 X 0 0 0 MICHELLE LYNCH ZEBRA DIRECTOR 1.00 X 0 0 0 LAURA MAIOCCO DIRECTOR 1.00 X 0 0 0 MARK MCCLINTOCK DIRECTOR 1.00 X 0 0 0 PAUL PHILLIPS DIRECTOR 1.00 X 0 0 0 CHARLIE RUTZ DIRECTOR 1.00 X 0 0 0 KAREN SEEL DIRECTOR 1.00 X 0 0 0 DOUG WYCOFF DIRECTOR 1.00 X 0 0 0 GLENN BERGOFFEN DIRECTOR (TERM END 7/30/25) 1.00 X 0 0 0 EARLE COOPER DIRECTOR (TERM END 12/31/24) 1.00 X 0 0 0 JEALIXSON JEAN-SIMON DIRECTOR (TERM END 8/27/25) 1.00 X 0 0 0 CHUCK RIGGS DIRECTOR (TERM END 12/31/24) 1.00 X 0 0 0 WILLIAM SELVIDGE DIRECTOR (TERM END 12/31/24) 1.00 X 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 40.00 X 307729 0 149004 SARAH PROUT CFO/VP OF FINANCE & ADMIN 40.00 X 195444 0 22991 ROBERT ROSSI CPO/EXEC VP ENTERTAINMENT 40.00 X 285155 0 50114 MEGAN BRENNAN CMO/VP OF MARKETING 40.00 X 172017 0 18067 SHARON REID-KANE CEOO/VP EDUCATION 40.00 X 172239 0 10308 KATHRYN SAMY CDO/VP DEVELOPMENT 40.00 X 152354 0 17766 BRIANNA ROBERTS VP EVENT OPERATIONS 40.00 X 120308 0 15638 JILL JOHNSON DIRECTOR OF MARKETING 40.00 X 121128 0 12977 1526374 0 296865 8 0 1 0 AEG LIVE SE LLC 1800 AUSTRALIAN AVE S STE 201 WEST PALM BEACH FL 33409 PROMOTER/AGENCY 1250281 JS TOURING LLC 404 FISHER LN DELRAY BEACH FL 33483 PROMOTER/AGENCY 1165452 ESI AUDIO INC 1431 MASSARO BLVD TAMPA FL 33619 PRODUCTION SERVICES 905163 SOLOTECH SALES & INTEGRATION USA INC 1717 DIPLOMACY ROW ORLANDO FL 32809 PRODUCTION SERVICES 743365 PENSAR LED 4062 THOMAS ST UNIT D05 OXFORD FL 34484 PRODUCTION SERVICES 396360 51 1676924 372471 422310 1467747 168800 3939452 ADMISSIONS 711300 23130902 23130902 TICKETING SERVICE FEE 711300 4118000 4118000 PARKING & GROUNDS FEES 711300 483490 483490 MEMBERSHIP - VALUE RECEIVED 711300 243000 243000 TUITION & REGISTRATION 611600 199051 199051 957444 957444 29131887 764757 764757 1999840 597512 1402328 1402328 1402328 1824703 1310502 189831 514201 -189831 324370 324370 109647 372471 223957 -114310 -114310 5815567 1440685 4374882 -12440 4387322 678 678 678 39824044 28648397 -12440 7248635 X 25000 25000 1676722 577089 918642 180991 6822734 4370910 1945143 506681 34169 23866 10303 885522 597436 221930 66156 740217 498769 188668 52780 65036 65036 66298 39463 26835 30315 30315 78529 78529 19772290 19127537 146590 498163 1865722 1810673 15777 39272 1570493 1398256 101075 71162 458909 287775 135553 35581 369289 369289 1861965 1562813 262913 36239 156758 140430 9087 7241 70571 35627 13139 21805 1382 1382 2719798 2312120 336675 71003 608359 299923 308436 FUNDRAISING EVENTS 122285 122285 DONOR RECOGNITION 102665 13401 10112 79152 VOLUNTEER RELATIONS 36554 36330 224 199246 170665 6546 22035 40340828 33697372 4822383 1821073 417977 455182 5435154 4552217 1452654 870203 205245 308337 140474 177456 709337 886955 62123571 27856851 34006754 34266720 15794535 17212964 80277 71418 3385722 3628661 61628129 62430113 1855792 2626328 6748990 7216341 6537 6106 110449 40203 8721768 9888978 X 43138338 42487424 9768023 10053711 52906361 52541135 61628129 62430113 X -516784 163430 -11872 X X 0 1 X 1 0 X 12894181 7340865 5526026 4946865 3939452 34647389 12894181 7340865 5526026 4946865 3939452 34647389 154348 34493041 544086 1089914 1804840 2333592 2764597 8537029 678 678 43185096 111066142 0.79870 0.84180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30315 30315 40310513 40340828 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14795 32496 34253 30315 111859 250000 250000 250000 250000 1000000 1500000 305035 X 0 0 1 X 17027767 307639 982442 18317848 14447071 435795 2144901 17027767 8612729 4986183 848159 14447071 9754915 537 -1142723 8612729 8565434 41707 1147774 9754915 0.59604 0.24308 0.16088 1 0 37500 37500 5040639 1978813 3061826 43100233 22056413 21043820 8805106 2868346 5936760 305035 4835058 953279 4186814 34266720 ASSETS LIMITED AS TO USE 235617 BENEFICIAL INTEREST IN EXTERNAL ENDOWMENT 149190 BILHEIMER CAPITOL THEATRE RESERVE 2863703 DEPOSITS 9644 OPERATING LEASE RIGHT-OF USE ASSETS 34360 REMAINDER INTEREST IN TRUSTS 336147 3628661 LEASE LIABILITIES 40203 40203 X 40932139 163430 81318 244748 40687391 78529 -941876 -863347 39824044 42631453 81318 2287836 2369154 40262299 78529 78529 40340828 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 INTERNAL REVENUE SERVICE ("IRS") EXAMINATION FOR THE 2021 TAX YEAR ENDED SEPTEMBER 30, 2022, AND ALL SUBSEQUENT TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET INVESTMENT RETURN 1,363,859. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -597,512. LOSS ON DISPOSAL OF FIXED ASSETS REPORTED ON PART VIII, LINE 7 -189,831. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B -223,957. COGS REPORTED ON PART VIII, LINE 10B -1,440,685. CONTRIBUTION OF LONG-TERM ASSETS 146,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 597,512. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 223,957. COGS REPORTED ON PART VIII, LINE 10B 1,440,685. WRITE OFF OF UNCOLLECTIBLE PLEDGES 25,682. IN THE AIR TONIGHT 482118 372471 109647 18569 28035 16373 160980 482118 372471 109647 18569 28035 16373 160980 223957 -114310 1 TALENT-BASED SCHOLARSHIPS 11 25000 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. X X 0 1 0 0 0 1 0 0 0 SUSAN CROCKETT PRESIDENT & CEO 307333 0 0 0 396 0 119400 0 29604 0 456733 0 0 0 ROBERT ROSSI CPO/EXEC VP ENTERTAINMENT 280857 0 0 0 4298 0 18160 0 31954 0 335269 0 0 0 SARAH PROUT CFO/VP OF FINANCE & ADMIN 194384 0 1000 0 60 0 12180 0 10811 0 218435 0 0 0 MEGAN BRENNAN CMO/VP OF MARKETING 170957 0 1000 0 60 0 10311 0 7756 0 190084 0 0 0 SHARON REID-KANE CEOO/VP EDUCATION 153783 0 1000 0 17456 0 10308 0 0 0 182547 0 0 0 KATHRYN SAMY CDO/VP DEVELOPMENT 151294 0 1000 0 60 0 0 0 17766 0 170120 0 0 0 PART I, LINE 4B RUTH ECKERD HALL ADOPTED A 457(F) SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. A SELECT GROUP OF MANAGEMENT INDIVIDUALS ARE DESIGNATED TO PARTICIPATE IN THE PLAN AND ANNUAL CONTRIBUTIONS ARE DISCRETIONARY SUBJECT TO BOARD APPROVAL. CONTRIBUTIONS TO THE PLAN DURING THE 2024 CALENDAR YEAR ARE AS FOLLOWS: SUSAN CROCKETT, PRESIDENT & CEO, $82,000 ROBERT ROSSI, EVP OF ENTERTAINMENT, $3,000 PART I, LINE 6 5-10% 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 APPROVED BY THE BOARD OF DIRECTORS. X EQUIPMENT 1 146250 FAIR MARKET VALUE X EVENT FOOD 5 21050 FAIR MARKET VALUE X SIGNS 1 1500 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE 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 6,300 PERFORMANCES SINCE INCEPTION (WITH 336 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 474,500 PATRONS DURING THE CURRENT FISCAL YEAR AT ALL VENUES. IN 2025: RUTH ECKERD HALL WAS: -NAMED TAMPA BAY TIMES TOP 100 WORKPLACE -NAMED BEST CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE -NAMED BEST LIVE MUSIC VENUE FINALIST BY VISIT ST. PETE-CLEARWATER -NAMED BEST LIVE PERFORMANCE VENUE FINALIST BY TAMPA BAY TIMES -NAMED BEST LIVE MUSIC VENUE FINALIST BY ST. PETE LIFE MAGAZINE DURING 2025, 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 #7 IN THE UNITED STATES WITH 2,500 SEATS OR LESS #10 IN THE WORLD OF VENUES WITH 2,500 SEATS OR LESS #48 VENUE OVERALL IN THE WORLD IN 2025, BILLBOARD MAGAZINE RANKED RUTH ECKERD HALL #8 IN THE WORLD AND #4 IN THE UNITED STATES OF CONCERT VENUES WITH A CAPACITY OF 2,500 OR LESS IN 2025, THE NANCY AND DAVID BILHEIMER CAPITOL THEATRE WAS: - NAMED BEST SMALL CONCERT VENUE BY READERS OF TAMPA BAY MAGAZINE - NAMED BEST LIVE MUSIC VENUE FINALIST BY VISIT ST. PETE-CLEARWATER - NAMED BEST LIVE MUSIC VENUE FINALIST BY TAMPA BAY TIMES DURING 2025, 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 - #2 IN THE UNITED STATES WITH 800 SEATS OR LESS - #2 IN THE WORLD WITH 800 SEATS OR LESS - #20 CLUB VENUE OVERALL IN THE WORLD IN 2025, THE BAYCARE SOUND WAS: - NAMED BEST OUTDOOR CONCERT VENUE BY TAMPA BAY MAGAZINE - NAMED BEST LIVE MUSIC VENUE BY VISIT ST. PETE CLEARWATER - NAMED BEST LIVE MUSIC VENUE FINALIST BY TAMPA BAY TIMES - NAMED BEST LIVE MUSIC VENUE FINALIST BY ST. PETE LIFE MAGAZINE DURING 2025, INDUSTRY TRADE PUBLICATION POLLSTAR RANKED THE BAYCARE SOUND*: - #1 IN TAMPA BAY AREA OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #2 IN FLORIDA OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #3 IN THE UNITED STATES OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #3 IN THE WORLD OF AMPHITHEATERS WITH 10,000 PERSON CAPACITY OR LESS - #5 AMPHITHEATER OVERALL IN THE WORLD * THESE RANKINGS ARE BASED ON GROSS TICKET SALES DURING THE PERIOD OF 11/16/24 -5/15/25 - 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 THREE CONSECUTIVE YEARS, AND FOUR OF THE LAST FIVE YEARS (2020, 2023, 2024,2025) 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), CLEARWATER JAZZ HOLIDAY FOUNDATION, CREATIVE PINELLAS, DEPAUL SCHOOL FOR DYSLEXIA, EXCEPTIONAL STUDENT EDUCATION CENTERS, HISPANIC OUTREACH CENTER, HOMELESS EMPOWERMENT PROGRAM (HEP), JOHNS HOPKINS ALL CHILDREN'S HOSPITAL, JUVENILE WELFARE BOARD, LEALMAN & ASIAN NEIGHBORHOOD FAMILY CENTER, LIFT ACADEMY, LIFT UNIVERSITY, PINELLAS COUNTY SCHOOLS, PINELLAS YOUTH SYMPHONY, REGENCY OAKS CLEARWATER, SAINT PAUL'S INDEPENDENT SCHOOL, ST. PETERSBURG COLLEGE, ST. PETERSBURG COLLEGIATE HIGH SCHOOL NORTH PINELLAS, THE ARC TAMPA BAY, THE FLORIDA ORCHESTRA, THE GRAMMY MUSEUM, THE SALVATION ARMY OF CLEARWATER & UPPER PINELLAS COUNTY, NORTH GREENWOOD RECREATION & AQUATIC COMPLEX, THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS, UNIVERSITY OF SOUTH FLORIDA, AND 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 8 OF PARTICIPATION. 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. IN 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, SHE WAS HONORED AS A NOMINEE FOR THE TONY AWARDS EXCELLENCE IN THEATRE EDUCATION AWARD. DR. REID-KANE HAS ALSO BEEN NOMINATED FOR THE PINELLAS COUNTY DILLINGER-MCCABE "PUTTING CHILDREN FIRST" LEADERSHIP AWARD (2022, 2023), WAS NAMED A SUBJECT MATTER EXPERT IN ARTS EDUCATION AND ARTS INTEGRATION BY THE AMERICANS FOR THE ARTS (2022), AND WAS RECOGNIZED BY THE TAMPA BAY BUSINESS JOURNAL AS A BUSINESS WOMAN OF THE YEAR NOMINEE (2024). MOST RECENTLY, DR. REID-KANE WAS NAMED AS A PROFESSIONAL MENTOR BY THE ASSOCIATION OF ARTS ADMINISTRATION EDUCATORS (2025). - 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. IN 2025, RUTH ECKERD HALL, INC. ENGAGED JOHNSON CONSULTING TO PROVIDE AN INDEPENDENT ECONOMIC AND FISCAL IMPACT ANALYSIS OF ITS OPERATED VENUES AND PROGRAMS, INCLUDING RUTH ECKERD HALL, THE BAYCARE SOUND, THE BILHEIMER CAPITOL THEATRE, AND MARCIA P. HOFFMAN SCHOOL OF THE ARTS, AS WELL AS REH ON THE ROAD. THE FINDINGS SHOWED THE SUSTAINED ECONOMIC IMPACT OF OVER $250 MILLION IN ANNUAL OUTPUT, SUPPORTING APPROXIMATELY 2,200 FULL- AND PART-TIME JOBS AND GENERATING MORE THAN $13-$15 MILLION IN ANNUAL TAX REVENUES ACROSS STATE AND LOCAL JURISDICTIONS. THIS, PAIRED WITH REHO'S ROLE IN TOURISM (WITH ROUGHLY 3035% OF ATTENDEES TRAVELING FROM OUTSIDE PINELLAS COUNTY) AND YEAR-ROUND WORKFORCE SUPPORT, DEMONSTRATES THE CULTURAL, EDUCATIONAL AND ECONOMIC ENGINE RUTH ECKERD HALL, INC. PROVIDES TO THE TAMPA BAY REGION. 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 1,367,916. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,082. TOTAL EXPENSES 1,382,998. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 4,016. MANAGEMENT AND GENERAL EXPENSES 96,927. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,943. ARTISTS & TEACHERS: PROGRAM SERVICE EXPENSES 14,676,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 402,750. TOTAL EXPENSES 15,079,415. PAYROLL/COBRA PROCESSING: PROGRAM SERVICE EXPENSES 98,335. MANAGEMENT AND GENERAL EXPENSES 29,346. FUNDRAISING EXPENSES 9,494. TOTAL EXPENSES 137,175. SECURITY/POLICE: PROGRAM SERVICE EXPENSES 872,464. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,215. TOTAL EXPENSES 914,679. STAGEHANDS: PROGRAM SERVICE EXPENSES 1,451,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 28,269. TOTAL EXPENSES 1,479,424. CO-PROMOTER EXPENSE: PROGRAM SERVICE EXPENSES 551,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 551,382. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 105,216. MANAGEMENT AND GENERAL EXPENSES 18,601. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,817. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 388. MANAGEMENT AND GENERAL EXPENSES 1,716. FUNDRAISING EXPENSES 353. TOTAL EXPENSES 2,457. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,810. WRITE OFF OF UNCOLLECTIBLE PLEDGES -25,682. 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