2024-06-12T10:46:18-05:00 2023-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2022-07-01 946135772 AMERICAN CONSERVATORY THEATRE FOUNDATION AMER 4158343200 415 GEARY STREET SAN FRANCISCO CA 94102 JIM SIVORI CHIEF FINANCIAL OFFICER 4158343200 2024-06-12 1 JIM SIVORI 999009999 0 TRACY S PAGLIA P00366884 2099556100 2024-05-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AMERICAN CONSERVATORY THEATER JENNIFER BIELSTEIN 415 GEARY STREET SAN FRANCISCO CA 94102 66621665 0 X WWW.ACT-SF.ORG X 1966 CA ACT FOUNDATION NURTURES THE ART OF LIVE THEATER, ACTOR TRAINING AND COMMUNITY ENGAGEMENT. 41 39 596 195 25441 16662 14278481 42020899 2407220 6798238 250533 2645729 489477 438512 17425711 51903378 301938 54702 0 0 9337670 14271351 9708 2050 2179636 6136091 9140468 15785407 23468571 1640304 28434807 51278061 90553200 7774992 16930748 43503069 73622452 AMERICAN CONSERVATORY THEATRE FOUNDATION (ACT FOUNDATION) IS AN ESSENTIAL GATHERING PLACE THAT BRINGS ARTISTS AND COMMUNITIES TOGETHER TO INSPIRE AND PROVOKE THROUGH THE CREATION OF THEATER AND THROUGH TRAINING AND EDUCATION. 0 0 14414224 5949850 ACT FOUNDATION IS NATIONALLY RECOGNIZED FOR ITS GROUNDBREAKING PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYWRITING, AND CELEBRATED ACTOR TRAINING, EDUCATION AND COMMUNITY PROGRAMS. THE COMPANY PRODUCES CHALLENGING THEATER IN THE RICH CONTEXT OF SYMPOSIA, AUDIENCE DISCUSSIONS AND COMMUNITY INTERACTION. 2870562 54702 848388 THE CONSERVATORY, EDUCATION AND COMMUNITY PROGRAMS SERVE MORE THAN 22,000 INDIVIDUALS EACH YEAR IN SCHOOLS, COMMUNITY CENTERS AND A.C.T. FACILITIES THROUGHOUT THE BAY AREA. THE CONSERVATORY PROVIDES LIFELONG AND TRANSFORMATIONAL LEARNING TO PEOPLE OF ALL AGES, BACKGROUNDS AND COMMITMENT TO THEIR ARTISTRY THROUGH LIVE THEATER CLASSES AND ACTOR TRAINING. DISTINGUISHED FORMER STUDENTS OF THE CONSERVATORY PROGRAMS INCLUDE DANNY GLOVER, ANNETTE BENING, DENZEL WASHINGTON, BENJAMIN BRATT AND ANIKA NONI ROSE. THE EDUCATION AND COMMUNITY EFFORTS REACH STUDENTS IN SCHOOLS AND COMMUNITY CENTERS THROUGH THEATER-BASED ARTS EDUCATION PROGRAMS. 17284786 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 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 1 136 0 1 596 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JIM SIVORI 4158343200 415 GEARY STREET SAN FRANCISCO CA 94102 JENNIFER BIELSTEIN EXECUTIVE DIRECTOR 40.00 1.00 X X 411221 0 17368 PAMELA MACKINNON ARTISTIC DIRECTOR 40.00 1.00 X X 400638 0 12859 JEFFREY S MINICK CHAIR - BOARD OF TRUSTEES 15.00 1.00 X X 0 0 0 DAVID RIEMER IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 JOAQUN TORRES PRESIDENT - BOARD OF TRUSTEES 15.00 0.00 X X 0 0 0 ROBINA RICCITIELLO SECRETARY - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 DAVID L JONES TREASURER - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 CELESTE FORD VICE CHAIR - BOARD OF TRUSTEES 1.00 1.00 X X 0 0 0 PRISCILLA GEESLIN VICE CHAIR - BOARD OF TRUSTEES 1.00 1.00 X X 0 0 0 KIRKE M HASSON VICE CHAIR - BOARD OF TRUSTEES 1.00 1.00 X X 0 0 0 RUSTY RUEFF VICE CHAIR - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 STEVEN L SWIG VICE CHAIR - BOARD OF TRUSTEES 1.00 1.00 X X 0 0 0 ADRIANA LPEZ VERMUT VICE CHAIR - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 NORMAN ABRAMSON TRUSTEE 1.00 0.00 X 0 0 0 SCHATZIE ALLEN-JEFFERSON TRUSTEE 1.00 0.00 X 0 0 0 JILL COWAN TRUSTEE 1.00 0.00 X 0 0 0 PATRICK DEVLIN TRUSTEE 1.00 0.00 X 0 0 0 KATHLEEN DONOHUE TRUSTEE 1.00 0.00 X 0 0 0 JESSE LEE ELLER TRUSTEE 1.00 0.00 X 0 0 0 LINDA JO FITZ TRUSTEE 1.00 0.00 X 0 0 0 FRANNIE FLEISHHACKER TRUSTEE 1.00 0.00 X 0 0 0 KEN FULK TRUSTEE 1.00 0.00 X 0 0 0 RACHEL GARLIN TRUSTEE 1.00 0.00 X 0 0 0 JO S HURLEY TRUSTEE 1.00 0.00 X 0 0 0 MARY HYNES TRUSTEE 1.00 0.00 X 0 0 0 RODNEY EARL JACKSON JR TRUSTEE 1.00 0.00 X 0 0 0 JASCHA KAYKAS-WOLFF TRUSTEE 1.00 0.00 X 0 0 0 LUBA KIPNIS TRUSTEE 1.00 0.00 X 0 0 0 CRISTY JOHNSTON LIMON TRUSTEE 1.00 0.00 X 0 0 0 HEATHER STALLINGS LITTLE TRUSTEE 1.00 0.00 X 0 0 0 RODMAN MARYMOR TRUSTEE 1.00 0.00 X 0 0 0 MICHELE BALLARD MILLER TRUSTEE 1.00 0.00 X 0 0 0 TONI RATNER MILLER TRUSTEE 1.00 0.00 X 0 0 0 LAURA POSEY TRUSTEE 1.00 0.00 X 0 0 0 TONI REMBE TRUSTEE 1.00 0.00 X 0 0 0 DANIEL STURMAN TRUSTEE 1.00 0.00 X 0 0 0 JOMAR TAGATAC TRUSTEE 1.00 0.00 X 0 0 0 MARCIA BARROW TAYLOR TRUSTEE 1.00 0.00 X 0 0 0 MARK TOWNSLEY TRUSTEE 1.00 0.00 X 0 0 0 BD WONG TRUSTEE 1.00 0.00 X 0 0 0 JAY YAMADA TRUSTEE 1.00 0.00 X 0 0 0 JAMES SIVORI CHIEF FINANCIAL OFFICER 40.00 1.00 X 184034 0 664 CAITLIN QUINN DIRECTOR OF DEVELOPMENT 40.00 0.00 X 260915 0 11268 LOUISA LISKA DIRECTOR OF GENERAL MANAGEMENT & OPERATIONS 40.00 1.00 X 155660 0 17498 THOMAS MORGAN IT DIRECTOR 40.00 0.00 X 165068 0 3507 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 40.00 0.00 X 165841 0 170 SASHA HABASH DEPUTY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 138184 0 8971 MARTIN BARRON DIRECTOR OF PRODUCTION 40.00 0.00 X 127512 0 17836 ADAM THURMAN DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 0.00 X 142078 0 160 NICOLE CHALAS MAOG ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 0.00 X 129174 0 3472 ANDREW CHAN DONALD ASSOCIATE ARTISTIC DIRECTOR 40.00 0.00 X 109963 0 13644 2390288 0 107417 15 0 1 0 MIC CHECK LLC 501 BROADWAY FL 24 NEW YORK NY 10036 CO-PRODUCTION SERIVICES 400000 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU ST NEW YORK NY 10036 ADVERTISING 217740 SAN FRANCISCO CHRONICLE PO BOX 14550 DES MOINES IA 50306 ADVERTISING 160298 CALIFORNIA SHAKESPEARE THEATER 21 ORIANDA WAY STE C PMB 509 ORINDA CA 94563 PRODUCTION SERVICES 139550 HORWITH ACCOUNTANCY CORP 500 BELDEN STREET 8 MONTEREY CA 93940 CONSULTING SERVICES FOR ACCOUNTING 134381 9 125469 670490 41224940 15202032 42020899 THEATER BOX OFFICE INC 711110 4441933 4441933 CO-PRODUCTION & ENHANCEMENT INCOM 711110 1219044 1219044 CONSERVATORY TUITION 611310 848388 848388 CONCESSIONS 711110 263923 263923 EVENT PARKING 812930 24950 24950 6798238 1421216 25441 1395775 540792 451095 89697 89697 89697 15308390 14083877 1224513 1224513 1224513 309490 125469 183315 126175 126175 DEVELOPER FEE 711110 207692 207692 OTHER INCOME 900099 14948 14948 222640 51903378 6798238 25441 3058800 54702 54702 1727309 958959 305143 463207 9866972 7769962 1410059 686951 325900 292104 27153 6643 1423119 1100058 243968 79093 928051 758614 91185 78252 58778 14390 44388 161897 161897 2050 2050 756352 755864 488 77212 77212 459664 313094 108450 38120 65714 65714 2095766 1279646 603862 212258 505660 463181 37738 4741 61435 3992 57443 1068447 487037 430196 151214 319730 223825 68649 27256 PRODUCTION EXPENSES 1524457 1399703 107538 17216 DUES AND SUBSCRIPTIONS 580218 127852 153422 298944 TICKETING FEE & CHARGES 251331 232295 5609 13427 1153807 906582 147449 99776 23468571 17284786 4004149 2179636 13004599 13062570 2024784 1853659 2267825 3653501 649630 166841 2788753 2768282 438426 437153 43839800 23089754 14349563 20750046 13687705 45896754 1858725 1583592 208051 380802 51278061 90553200 1856236 2949109 2255191 3651240 242991 63511 2036384 2000000 1384190 8266888 7774992 16930748 X 20327452 47306060 23175617 26316392 43503069 73622452 51278061 90553200 X 28434807 1399436 310581 -25441 X X 0 1 X 1 0 X 8129628 17343079 13387191 14278171 42020899 95158968 8129628 17343079 13387191 14278171 42020899 95158968 46558675 48600293 986228 668992 646212 910994 1936567 5148993 21573 9157 17662 48392 1146933 318611 145412 241006 222640 2074602 102430955 30595887 0.47450 0.70540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,146,933. 2019 AMOUNT: $ 318,611. 2020 AMOUNT: $ 145,412. 2021 AMOUNT: $ 241,006. 2022 AMOUNT: $ 222,640. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25650190 1931886 89101 1127168 26365807 27987236 1000000 -2136060 94989 1105997 25650190 24292329 4795529 1050000 50622 27987236 25476821 415508 1600000 24292329 26283700 10000 821285 1638164 25476821 0.18000 0.82000 0.00000 1 0 1798889 1798889 29131659 18323605 10808054 3422856 2481584 941272 9486396 2284565 7201831 20750046 PENSION PLAN LIABILITY 197272 DEFERRED DEVELOPER FEES 1038462 DUE TO ACT FOUNDATON 315609 LONG TERM LIABILITY 6715545 8266888 PART V, LINE 4: THE EARNINGS OF ACT FOUNDATION'S ENDOWMENT FUNDS PROVIDE PROGRAM AND INSTITUTIONAL SUPPORT TO DELIVER ALL OF ACT FOUNDATION THEATER, TRAINING AND EDUCATION PROGRAMS. GALA 434959 125469 309490 126303 57012 434959 125469 309490 126303 57012 183315 126175 1 MFA, SFS AND YC PROGRAM SCHOLARSHIPS AND AWARDS 67 54702 0 PART I, LINE 2: ACT FOUNDATION GRANTS ARE TUITION SCHOLARSHIPS AWARDED TO STUDENTS ATTENDING THE CONSERVATORY PROGRAM. TUITION SCHOLARSHIP AWARD AMOUNTS ARE REVIEWED AND APPROVED BY THE FINANCIAL AID DIRECTOR AND THE CONSERVATORY DIRECTOR. GRANT MONITORING IS ACCOMPLISHED BY ACT FOUNDATION APPLYING THE SCHOLARSHIP AWARD DIRECTLY AS A REDUCTION IN TUITION EXPENSES OWED. X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER BIELSTEIN EXECUTIVE DIRECTOR 411221 0 0 0 0 0 6100 0 11268 0 428589 0 0 0 PAMELA MACKINNON ARTISTIC DIRECTOR 400638 0 0 0 0 0 6100 0 6759 0 413497 0 0 0 CAITLIN QUINN DIRECTOR OF DEVELOPMENT 260915 0 0 0 0 0 0 0 11268 0 272183 0 0 0 JAMES SIVORI CHIEF FINANCIAL OFFICER 184034 0 0 0 0 0 0 0 664 0 184698 0 0 0 LOUISA LISKA DIRECTOR OF GENERAL MANAGEMENT & OPE 155660 0 0 0 0 0 3374 0 14124 0 173158 0 0 0 THOMAS MORGAN IT DIRECTOR 165068 0 0 0 0 0 3337 0 170 0 168575 0 0 0 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 165841 0 0 0 0 0 0 0 170 0 166011 0 0 0 X 13 15151282 FMV X SOFTWARE 1 50000 X GIFTCARDS 5 750 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS REPORTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY MOSS ADAMS LLP BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF ACT FOUNDATION'S FINANCE AND ACCOUNTING STAFF. THE DRAFT IS REVIEWED BY THE CONTROLLER, CFO AND THE EXECUTIVE DIRECTOR WITH REVISIONS INCORPORATED AS NEEDED. THE TAX RETURN IS ALSO PROVIDED TO THE AUDIT COMMITTEE AND IS MADE AVAILABLE TO ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD OF TRUSTEE OR COMMITTEE MEETINGS WHERE A CONFLICT OF INTEREST MAY ARISE. STAFF AND BOARD LEADERSHIP ARE ALSO AWARE OF THE CONFLICTS IN ORDER TO ENFORCE COMPLIANCE. ACT FOUNDATION ENSURES MONITORING OF CONTRACTS AND TRANSACTIONS AND ENFORCEMENT PROCEDURES TO INVESTIGATE AND TAKE CORRECTIVE ACTION WHEN A POTENTIAL CONFLICT HAS BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY A SUB-COMMITTEE APPOINTED BY THE BOARD. THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE CONTRACTED DIRECTLY BY THE BOARD, WITH CONTRACTS COVERING MUTLI-YEAR TERMS. AS PART OF THE RENEWAL PROCESS, THE BOARD UTILIZES DATA FROM INDUSTRY SPECIFIC SOURCES TO BENCHMARK COMPENSATION FOR THESE POSITIONS. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY BENCHMARKING AGAINST MARKET/INDUSTRY SPECIFIC DATA WITHIN BOTH THE THEATER AND NON-PROFIT INDUSTRIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ACT FOUNDATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UBI -25,441. ACT MARKET STREET 415 GEARY STREET SAN FRANCISCO CA 94102 463452490 FOR THE BENEFIT OF ACT FOUNDATION CA 501(C)(3) LINE 12A, I AMERICAN CONSERVATORY THEATRE FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0