2024-10-30T12:37:08-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-07-01 591056385 ORLANDO FAMILY STAGE INC ORLA 4078967365 1001 E PRINCETON STREET ORLANDO FL 32803 CHRIS BROWN EXECUTIVE DIRECTOR 4078967365 2024-10-26 1 1 AMY CHAPMAN P00843460 4078021200 2024-10-25 2023 2024-10-15 13:58:12Z CHRIS BROWN 1001 E PRINCETON STREET ORLANDO FL 32803 3459457 0 X ORLANDOFAMILYSTAGE.COM X 1969 FL TO EMPOWER YOUNG PEOPLE TO BE BRAVE AND EMPATHETIC BY CREATING QUALITY THEATRICAL EXPERIENCES. 22 22 213 479 0 0 1653814 1465434 1824169 1983957 170 10066 0 0 3478153 3459457 19180 23086 0 0 2211614 2273009 0 0 192448 1844857 1707223 4075651 4003318 -597498 -543861 2187347 1839528 303497 499539 1883850 1339989 X TO EMPOWER YOUNG PEOPLE TO BE BRAVE AND EMPATHETIC BY CREATING QUALITY THEATRICAL EXPERIENCES. 0 0 1829417 1106227 THEATRICAL PRODUCTIONS:ORLANDO FAMILY STAGE PRESENTS SEVERAL PROFESSIONAL PRODUCTIONS OF THEATRE FOR YOUNG AUDIENCES (TYA), AS WELL AS YOUTH PRODUCTIONS, FOR GENERAL PUBLIC AND SCHOOL AUDIENCES. MOST PRODUCTIONS ARE DERIVED FROM CHILDREN'S LITERATURE, AND INVOLVE EXTENSIVE EDUCATIONAL WRAP-AROUND ACTIVITIES TO INCREASE IMPACT ON CHILDREN AND FAMILIES. IN AN AVERAGE YEAR, APPROXIMATELY 40,000 CHILDREN EXPERIENCE ORLANDO FAMILY STAGE'S PRODUCTIONS THROUGH SCHOOL FIELD TRIPS, AND AN ADDITIONAL 35,000 (EST.) PUBLIC FAMILY ATTENDEES ATTEND WEEKEND PERFORMANCES IN ORLANDO FAMILY STAGE'S THREE-THEATRE COMPLEX. WHEN POSSIBLE, ENRICHMENT PROGRAMMING AROUND THESE PERFORMANCES INCLUDE CRAFTS, LOBBY ACTIVITIES, DISCUSSION-PROMPT QUESTIONS RELATED TO THE THEMES OF THE SHOW, AND AN EXTENSIVE RESOURCE GUIDE FOR TEACHERS AND PARENTS, WITH ADDITIONAL INFORMATION AND ACTIVITIES MEETING STATE AND NATIONAL EDUCATIONAL STANDARDS. 626396 23086 378774 VTHEATRE EDUCATION & OUTREACH:ORLANDO FAMILY STAGE'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMMING TEACHES LIFE SKILLS THROUGH THEATRE SKILLS, STRENGTHENING SELF-CONFIDENCE, CREATIVE THINKING, PROBLEM-SOLVING, AND COLLABORATION IN CHILDREN IN CENTRAL FLORIDA. CAMPS AND CLASSES SERVE CHILDREN FROM INFANCY THROUGH 12TH GRADE, REACHING AN AVERAGE OF 2,000 PARTICIPANTS EACH YEAR. RECENTLY, WE HAVE FURTHER DEVELOPED OUR EARLY CURRICULUM STORY DRAMA PROGRAMS TO FURTHER SUPPORT OUR SCHOOLS BY BRINGING ARTS INTEGRATED LESSONS TO THE CLASSROOM, HELPING FOSTER CREATIVITY AND SOCIAL EMOTIONAL LEARNING IN YOUNG PEOPLE. OUR COMMUNITY ENGAGEMENT PROGRAMMING HAS CONTINUED TO WORK CLOSELY WITH COMMUNITY PARTNERS TO BENEFIT CHILDREN'S LITERACY AND EDUCATION, EMOTIONAL/MENTAL HEALTH, AND CREATIVITY THROUGH A NUMBER OF PROGRAMS. THE NO EMPTY BUS FIELD TRIP SUBSIDY PROGRAM PROVIDES FREE OR DISCOUNTED EXPERIENCES TO TITLE 1 SCHOOLS, AND ORLANDO FAMILY STAGE'S SCHOLARSHIP PROGRAM AWARDED $23,086 IN FY24 TO STUDENTS DEMONSTRATING FINANCIAL NEED TO ATTEND CAMPS AND CLASSES. ENGAGED LEARNING THROUGH THE ARTS PROVIDES ARTS-BASED PROFESSIONAL DEVELOPMENT FOR TEACHERS OF ALL GRADES, FOCUSING ON THEATRE INTEGRATION INTO THEIR CLASSROOMS (OF ALL SUBJECTS.) ARTS AND CHARACTER TRAINING (ACT) WORKS DIRECTLY WITH COMMUNITY NONPROFIT PARTNERS SUCH AS UNITED CEREBRAL PALSY, APOPKA HOPE COMMUNITY CENTER, AND THE EDGEWOOD CHILDREN'S RANCH TO USE THEATRE FOR SOCIAL JUSTICE AND CHARACTER-BUILDING WITH THEIR CONSTITUENTS. ADDITIONALLY, THROUGH ITS PARTNERSHIP WITH THE UNIVERSITY OF CENTRAL FLORIDA (UCF), ORLANDO FAMILY STAGE HOUSES THE THEATRE FOR YOUNG AUDIENCES MFA GRADUATE PROGRAM, ONE OF ONLY A HANDFUL IN THE NATION, AND THE ONLY TYA PROGRAM WHERE GRADUATES WORK IN HANDS-ON ASSISTANTSHIPS IN A PROFESSIONAL THEATRE SETTING. THIS EXPERIENCE HAS PRIMED MANY OF THE STUDENTS FOR EXCEPTIONAL POSITIONS IN OTHER DOMINANT YOUNG AUDIENCE THEATRES ACROSS THE COUNTRY AND SEVERAL LARGE PERFORMING ARTS VENUES INCLUDING THE KENNEDY CENTER FOR PERFORMING ARTS, FIRST STAGE, AND NASHVILLE CHILDREN'S THEATRE. 825146 498956 THEATRE SPACES & RENTALS:ORLANDO FAMILY STAGE OFFERS THE RENTAL OF ITS SPACES AND PRODUCTION MATERIALS THROUGHOUT THE YEAR TO OTHER ORGANIZATIONS. THE THEATRE'S THREE-THEATRE COMPLEX PROVIDES SPACE FOR ALL OF ORLANDO FAMILY STAGE'S OWN ACTIVITIES AS WELL AS PROVIDING ADDITIONAL PERFORMANCE SPACES FOR THE THEATRE UCF PROGRAMS, TYA MFA PROGRAMMING, AND OUR COMMUNITY IN GENERAL. THE COMPLEX SERVES AS A SECONDARY CLASSROOM OR LABORATORY FOR GRADUATE STUDENTS IN THE TYA MFA PROGRAM. ADDITIONALLY, OTHER COMMUNITY NONPROFIT ORGANIZATIONS AND SCHOOL GROUPS (INTERNATIONAL FRINGE FESTIVAL OF CENTRAL FLORIDA, UCP OF CENTRAL FLORIDA, BOYS TO MEN, LLC, ETC.) UTILIZE THE THEATRE'S SPACES TO CONTINUE THEIR WORK IN THE LOCAL COMMUNITY. PATRONS, LOCAL GROUP OR BUSINESS MEETINGS, SEMINARS AND WORKSHOPS ALSO MAKE USE OF THE RENTAL SPACES. THE OPERATION AND MAINTENANCE OF THE THEATRE SPACES AND PRODUCTION RESOURCES ARE ESSENTIAL TO THE SUCCESS OF NOT ONLY ORLANDO FAMILY STAGE'S PROGRAMMING, BUT ALSO TO THOSE OF THE MULTIPLE TENANT AND BENEFICIARY GROUPS IN THE COMMUNITY THAT USE THESE RESOURCES EACH YEAR AT REDUCED OR AT-COST RATES. 3280959 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 47 0 1 213 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ANDREW SIMONSEN 4078967365 1001 E PRINCETON STREET ORLANDO FL 32803 KATE MARTIN CHAIR 2.00 X X 0 0 0 ADAM SCHEINBERG IMMEDIATE PAST-CHAIR 2.00 X X 0 0 0 DAVID RICCARDI VICE-CHAIR 2.00 X X 0 0 0 JAKE HERREL SECRETARY 2.00 X X 0 0 0 JAMIE TIPPS TREASURER 2.00 X X 0 0 0 LUZ AVILES DIRECTOR 1.00 X 0 0 0 SHELBY BENSON DIRECTOR 1.00 X 0 0 0 STEPHANIE BURK DIRECTOR 1.00 X 0 0 0 TINA CRAFT DIRECTOR 1.00 X 0 0 0 JUSTINE ESPINAL DIRECTOR 1.00 X 0 0 0 PAT GALLAGHER DIRECTOR 1.00 X 0 0 0 CHRISTIAN GREEN DIRECTOR 1.00 X 0 0 0 JOSEPH KOVECSES DIRECTOR 1.00 X 0 0 0 MADELINE LANE DIRECTOR 1.00 X 0 0 0 PAUL LARTONOIX DIRECTOR 1.00 X 0 0 0 DIONNA LITTLE DIRECTOR 1.00 X 0 0 0 LAUREEN MARTINEZ DIRECTOR 1.00 X 0 0 0 JEFF MOORE DIRECTOR 1.00 X 0 0 0 ANNE SOULE DIRECTOR 1.00 X 0 0 0 JIM TIMON DIRECTOR 1.00 X 0 0 0 MONICA TYSON DIRECTOR 1.00 X 0 0 0 MICHAEL WAINSTEIN DIRECTOR 1.00 X 0 0 0 CHRIS BROWN EXECUTIVE DIRECTOR 40.00 X 86927 0 7759 JEFFREY REVELS ARTISTIC DIRECTOR 40.00 X 87604 0 6895 174531 0 14654 0 0 0 0 0 175500 279717 1010217 31404 1465434 THEATRICAL PRODUCTIONS 711110 1106227 1106227 EDUCATIONAL PROGRAM 611600 378774 378774 MANAGEMENT FEES 532000 252297 252297 THEATRE RENTAL 900099 246659 246659 1983957 10066 10066 3459457 1983957 0 10066 23086 23086 189821 144263 30372 15186 1805183 1371939 288829 144415 30596 23253 4895 2448 68623 52153 10980 5490 178786 135877 28606 14303 32222 32222 145908 134062 11846 235585 222011 13016 558 69441 9838 51704 7899 282556 277403 5153 16616 12207 3657 752 1030 989 41 294711 282923 11788 103365 99230 4135 PRODUCTION EXPENSES 513819 484213 28388 1218 MEALS & ENTERTAINMENT 8694 4236 4279 179 BAD DEBT EXPENSE 3276 3276 4003318 3280959 529911 192448 338528 46177 11353 11406 642129 662967 21758 16006 70113 58561 9471848 8496855 1059608 974993 43858 69418 2187347 1839528 87431 194571 177547 172251 0 64975 38519 67742 303497 499539 X 1615650 836489 268200 503500 1883850 1339989 2187347 1839528 -543861 0 X 0 1 X 1 0 X 1347861 1671638 2222254 1653814 1465434 8361001 1317678 527938 1331347 1824169 1983957 6985089 2665539 2199576 3553601 3477983 3449391 15346090 23500 35000 20000 50000 131152 259652 0 23500 35000 20000 50000 131152 259652 15086438 3392 441 98 170 10066 14167 3392 441 98 170 10066 14167 2668931 2200017 3553699 3478153 3459457 15360257 0.98220 0.98570 0.00090 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8574930 7721425 853505 892084 770596 121488 4834 4834 0 974993 SHORT-TERM LEASE LIABILITY 16113 LONG-TERM LEASE LIABILITY 51629 67742 X 3465862 6405 6405 3459457 0 3459457 4009723 6405 6405 4003318 0 4003318 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA INCOME TAX CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE STANDARD FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. AS A RESULT OF THE IMPLEMENTATION, THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES. 1 STUDENT SCHOLARSHIPS 53 23086 0 CASH VALUE EDUCATION SCHOLARSHIPS/CAMPS/CLASSES PART I, LINE 2: ORLANDO FAMILY STAGE HAS A DEPARTMENT TASKED WITH APPLYING FOR AND MONITORING GRANTS RECEIVED FROM CORPORATIONS, FOUNDATIONS, THE GOVERNMENT, AND INDIVIDUALS. THE ORGANIZATION'S ACCOUNTANT AND EXECUTIVE DIRECTOR ALSO MONITOR THE USE OF GRANT FUNDS THROUGH ITS FINANCIAL RECORD-KEEPING. X 2 27693 FMV X TICKETS & MEALS 12 3711 FMV 0 0 0 PART I, COLUMN (B): THE NUMBERS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, IMMEDIATE PAST CHAIR, SECRETARY, TREASURER, ARTISTIC DIRECTOR, AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE SHALL POSSESS AND EXERCISE ONLY SUCH POWERS AND TAKE ONLY SUCH ACTIONS AS HAVE BEEN AUTHORIZED BY THE BOARD AT ANY REGULAR OR SPECIAL MEETING. THE EXECUTIVE COMMITTEE SHALL ASSIST THE CHAIR IN SETTING THE AGENDA FOR THE REGULAR MEETINGS OF THE BOARD. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS IN AUGUST 2023. THE MAJOR CHANGES INCLUDE: - ADDING STUDENT DIRECTORS: STUDENTS SELECTED AND SUPPORTED BY THEIR UNIVERSITIES/COLLEGES ("STUDENT DIRECTORS") MAY BE ELECTED TO THE BOARD THROUGH THE SAME APPLICATION AND APPROVAL PROCESS AS PROVIDED ABOVE. STUDENT DIRECTORS SHALL HAVE THE SAME VOTING RIGHTS, DUTIES, OBLIGATIONS, AND RESPONSIBILITIES AS DIRECTORS, EXCEPT AS PROVIDED IN SECTION 2 HEREOF. - STUDENT DIRECTORS' TERMS: STUDENT DIRECTORS WILL SERVE A SINGLE ONE (1) YEAR TERM, TO COINCIDE WITH THEIR ACADEMIC YEAR. A STUDENT DIRECTOR, UPON THE RECOMMENDATION OF HIS OR HER UNIVERSITY/COLLEGE, MAY BE APPROVED BY A MAJORITY VOTE OF THE BOARD TO SERVE AN ADDITIONAL ONE (1) YEAR TERM. - ACTIONS BY WRITTEN CONSENT UPDATE: ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN BY THE BOARD OR ANY COMMITTEE THEREOF MAY BE TAKEN WITHOUT A MEETING IF A CONSENT IN WRITING, SETTING FORTH THE ACTION SO TAKEN, SHALL BE SIGNED BY THE NUMBER OF DIRECTORS NECESSARY TO AUTHORIZE OR TAKE THE ACTION AT A MEETING AT WHICH ALL DIRECTORS WERE PRESENT AND VOTED. A RESPONSE SENT VIA ELECTRONIC MAIL SHALL BE SUFFICIENT FOR THESE PURPOSES PROVIDED THAT THE DIRECTOR ALSO TYPES HIS OR HER NAME AS PART OF THE RESPONSE (I.E., SIGNS THE RESPONSE). IF LESS THAN ALL DIRECTORS CONSENT, THEN WITHIN 10 DAYS AFTER THIS ACTION IS AUTHORIZED BY WRITTEN CONSENT, THE DIRECTORS WHO DID NOT CONSENT MUST BE GIVEN WRITTEN NOTICE OF THE ACTION TAKEN. - EXECUTIVE COMMITTEE UPDATES: SECRETARY, TREASURER, AND ARTISTIC DIRECTOR WERE ADDED TO THE EXECUTIVE COMMITTEE IN ADDITION TO CHAIR, VICE-CHAIR, IMMEDIATE PAST CHAIR, AND THE EXECUTIVE DIRECTOR. - ADDITIONAL DUTIES OF THE CHAIR: THE CHAIR SHALL OVERSEE AND ENSURE COMPLETION OF THE BOARD'S ANNUAL PERFORMANCE EVALUATIONS OF THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR. - ADDING DUTIES OF THE ARTISTIC DIRECTOR: THE BOARD SHALL INTERVIEW AND HIRE AN ARTISTIC DIRECTOR. THE ARTISTIC DIRECTOR SERVES AT THE PLEASURE OF THE BOARD AND SHALL RECEIVE AN ANNUAL PERFORMANCE EVALUATION FROM THE BOARD. SUCH PERFORMANCE EVALUATION SHALL INCLUDE THE BOARD'S DETERMINATION OF CONTINUED EMPLOYMENT AND SALARY ADJUSTMENTS, IF ANY. THE ARTISTIC DIRECTOR SHALL PLAN, IMPLEMENT, AND OVERSEE ALL PROGRAMMING, PRODUCTION, AND ARTISTIC DECISIONS RELATIVE TO ORLANDO FAMILY STAGE SUBJECT TO THE APPROVED AND ADOPTED ANNUAL BUDGET, AND SUBJECT TO SUCH POLICIES AS MAY BE ADOPTED AND SUCH ORDERS AS MAY BE ISSUED BY THE BOARD. THE ARTISTIC DIRECTOR SHALL COLLABORATE WITH THE EXECUTIVE DIRECTOR TO ENSURE THAT ARTISTIC DECISIONS AND FINANCIAL GOALS ARE CONGRUENT. THE ARTISTIC DIRECTOR SHALL NOT HAVE A VOTE ON MATTERS BEFORE THE BOARD. THE ARTISTIC DIRECTOR MAY NOT MAKE ANY EXPENDITURES ON BEHALF OF ORLANDO FAMILY STAGE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS E-MAILED TO THE FINANCE COMMITTEE AND THE ENTIRE BOARD. COMMENTS AND SUGGESTIONS ARE SHARED BY ALL PRIOR TO FINALIZING AND FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOR NEEDS OF THE ORGANIZATION, SUGGESTIONS ARE OPENLY GIVEN FOR SOLUTIONS AT BOTH BOARD AND STAFF MEETINGS AND COMMITTEES MEETINGS, AND ANY CONFLICTS OF INTEREST ARE DISCLOSED AT THAT TIME. WHEN A DECISION IS MADE REGARDING THE ISSUE, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE VOTE IN ORDER TO PROMOTE AN IMPARTIAL CONCLUSION. BOARD MEMBERS ARE REMINDED ANNUALLY OF THE CONFLICT OF INTEREST POLICY AND ITS IMPORTANCE. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS THE EXECUTIVE DIRECTOR & ARTISTIC DIRECTOR ARE EVALUATED FOR PERFORMANCE AND ACHIEVING GOALS. ALSO, A SALARY SURVEY IS COMPLETED EVERY OTHER YEAR AND THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION ON FORM 990S FROM SIMILAR ORGANIZATIONS ON A YEARLY BASIS. A PROPOSAL AND VOTE ARE THEN MADE AT A BOARD MEETING TO GIVE AN INCREASE IN SALARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 ITEMS ARE AVAILABLE UPON REQUEST, AND ARE ALSO PROVIDED TO ALL FUNDERS THROUGH GRANT AND SPONSORSHIP APPLICATIONS. FOR THE GENERAL PUBLIC, THESE ITEMS ARE AVAILABLE ON WEBSITES SUCH AS GUIDESTAR, THE COMMUNITY FOUNDATION OF CENTRAL FLORIDA'S KNOWLEDGE BASE WEBSITE, OR BY REQUEST TO THE LOCAL UMBRELLA ORGANIZATION FOR ARTS FUNDING AND ADVOCACY - UNITED ARTS OF CENTRAL FLORIDA. CIVIC THEATRE FOUNDATION INC 1001 EAST PRINCETON STREET ORLANDO FL 32803 593182316 DORMANT ENTITY - RAISING FUNDS FOR ORLANDO REPERTORY THEATRE, INC. FL 501(C)(3) LINE 12A, I ORLANDO FAMILY STAGE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0