2025-08-11T11:50:16-05:00 2024-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5414822111 PO BOX 158 ASHLAND OR 975200158 JAVIER DUBON INTERIM EXECUTIVE DIRECTOR 5414822111 2025-08-08 1 1 SANG AHN P00540880 5032270581 2023 2025-03-06 01:10:19Z JAVIER DUBON PO BOX 158 ASHLAND OR 975200158 34142096 0 X WWW.OSFASHLAND.ORG X 1935 OR THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 22 22 406 275 447494 0 26591816 19046370 7526572 11421195 363 588084 1685465 1680234 35804216 32735883 0 0 0 0 21693163 21783893 307772 212762 2226560 14239327 13464576 36240262 35461231 -436046 -2725348 50873035 47714613 23461216 23010506 27411819 24704107 X THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 0 0 23052108 11310404 THE 2024 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED A RETURN TO A FULL REPERTORY SLATE FOR THE FIRST TIME SINCE THE COVID-19 PANDEMIC, WITH TEN PRODUCTIONS ACROSS THREE THEATRES: MACBETH BY WILLIAM SHAKESPEARE, DIRECTED BY EVREN ODCIKIN; BORN WITH TEETH BY LIZ DUFFY ADAMS, DIRECTED BY ROB MELROSE; MUCH ADO ABOUT NOTHING BY WILLIAM SHAKESPEARE, DIRECTED BY MIRIAM A. LAUBE; JANE EYRE, ADAPTED BY ELIZABETH WILLIAMSON FROM THE NOVEL BY CHARLOTTE BRONT, DIRECTED BY DAWN MONIQUE WILLIAMS; SHAKESPEARE AND THE ALCHEMY OF GENDER BY LISA WOLPE, DIRECTED BY LAURIE WOOLERY; SMOTE THIS, A COMEDY ABOUT GOD AND OTHER SERIOUS $H*T BY RODNEY GARDINER, DIRECTED BY RAZ GOLDEN; VIRGINS TO VILLAINS: MY JOURNEY WITH SHAKESPEARE'S WOMEN BY ROBIN GOODRIN NORDLI, DIRECTED BY PENNY METROPULOS; LIZARD BOY, BOOK, MUSIC, AND LYRICS BY JUSTIN HUERTAS, DIRECTED BY BRANDON IVIE; CORIOLANUS BY WILLIAM SHAKESPEARE, DIRECTED BY ROSA JOSHI; AND BEHFARMAHEEN (IF YOU PLEASE) BY BARZIN AKHAVAN, DIRECTED BY DESDEMONA CHIANG. THE SEASON ALSO SAW THE RETURN OF THE FAIR (FELLOWSHIPS, ASSISTANTSHIPS, INTERNSHIPS, AND RESIDENCIES) PROGRAM, WHICH SUPPORTS THE DEVELOPMENT OF THE NEXT GENERATION OF THEATRE ARTISTS AND ADMINISTRATORS. OSF ALSO REVIVED ITS ACCLAIMED SCHOOL VISIT PROGRAM, WHICH SERVED 50 SCHOOLS AND REACHED NEARLY 21,000 STUDENTS ACROSS THE WEST COAST THROUGH PERFORMANCES OF SCENES FROM JULIUS CAESAR AND AS YOU LIKE IT, BRINGING SHAKESPEARE DIRECTLY TO STUDENTS AND COMMUNITIES. 23052108 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 1 1 0 1 0 0 0 1 1 1 1 0 0 1 264 0 406 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 CA OR WA X X ARIANA SPIEGLER 5414822111 15 SOUTH PIONEER ST ASHLAND OR 975200158 TYLER HOKAMA INTERIM EXECUTIVE DIRECTOR 50.00 2.00 X 131077 0 0 TIM BOND ARTISTIC DIRECTOR 50.00 0.50 X 89417 0 4875 ARIANA SPIEGLER FINANCE DIRECTOR 50.00 2.00 X 67281 0 5119 KAMILAH LONG CHIEF DEVELOPMENT OFFICER 50.00 1.00 X 157770 0 13198 ANYANIA MUSE MANAGING DIRECTOR OPERATIONS/IDEA 50.00 X 259858 0 22940 ALYS HOLDEN DIRECTOR OF PRODUCTION 45.00 X 250593 0 21997 JAVIER DUBON DIRECTOR OF MARKETING & COMMUNICATIONS 45.00 X 125502 0 12496 SHIREE DYSON ASSOCIATE MANAGING DIRECTOR IDEA 45.00 X 110585 0 9818 SCOTT RESCH ASSOCIATE DIRECTOR OF FACILITIES 45.00 X 105635 0 11981 KARUS WALSCH DIRECTOR OF AUDIENCE EXPERIENCE 45.00 X 104206 0 18533 TARA KAYTON ASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT 45.00 X 101431 0 28484 DIANE YU BOARD CHAIR/CO-CHAIR 2.00 X X 0 0 0 RUDD JOHNSON BOARD MEMBER/CO-CHAIR 2.00 X X 0 0 0 MARY WILCOX BOARD MEMBER/VICE CHAIR 2.00 X X 0 0 0 SACHTA CARD VICE CHAIR/BOARD MEMBER 2.00 X X 0 0 0 BOB SPELTZ SECRETARY 2.00 X X 0 0 0 ALEX SUTTON TREASURER 2.00 X X 0 0 0 KELLY BULKELEY BOARD MEMBER 2.00 X 0 0 0 SAMUEL DAKIN BOARD MEMBER 2.00 X 0 0 0 TONY DRUMMOND BOARD MEMBER 2.00 X 0 0 0 DAVE HITZ BOARD MEMBER 2.00 X 0 0 0 CHARLOTTE LIN BOARD MEMBER 2.00 X 0 0 0 PERRY SIMON BOARD MEMBER 2.00 X 0 0 0 OCTAVIO SOLIS BOARD MEMBER 2.00 X 0 0 0 ELIZABETH CHOY BOARD MEMBER 2.00 X 0 0 0 AMY CUDDY BOARD MEMBER 2.00 X 0 0 0 DUSTIN BUEHLER BOARD MEMBER 2.00 X 0 0 0 DEE ANNE EVERSON BOARD MEMBER 2.00 X 0 0 0 LAURIE GIBBS BOARD MEMBER 2.00 X 0 0 0 DL RICHARDSON BOARD MEMBER 2.00 X 0 0 0 NANCY TAIT BOARD MEMBER 2.00 X 0 0 0 MARTINE KEI GREEN-ROGERS BOARD MEMBER 2.00 X 0 0 0 ROBERT VAN BROCKLIN BOARD MEMBER 2.00 X 0 0 0 HECTOR TOBAR BOARD MEMBER 2.00 X 0 0 0 DANNY SANTOS BOARD MEMBER 2.00 X 0 0 0 KATIE FAREWELL BOARD MEMBER 2.00 X 0 0 0 1503355 0 149441 14 0 1 0 PHANTOM SOLUTIONS 597 VIA MEDICI HENDERSON NV 98011 CONTRACT SECURITY 684302 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 CONTRACT ACCOUNTING 242843 COPPERBOX LEADERSHIP ADVISORY 17 HIGHLAND SPRING LANE GEORGETOWN TX 78633 CONTRACT HR 223082 CAPACITY INTERACTIVE CONSULTING PO BOX 83447 WOBURN MA 01813 CONTRACT MARKETING 210380 P NAVALTA CONTENT STRATEGIES 4680 LARIAT DR FAIRFIELD CA 94534 CONTRACT PR 141000 6 1181035 375063 1434035 2915315 13140922 252286 19046370 PLAYS AND OTHER EVENTS 711110 10641047 10530256 110791 MEMBERSHIP BENEFITS 900099 657098 657098 EDUCATIONAL PROGRAMS 900099 123050 123050 11421195 36571 36571 3199 3199 202236 0 202236 202236 202236 1625000 1073487 551513 551513 551513 104350 375063 158129 -53779 -53779 511300 174597 336703 336703 INSURANCE CLAIM 900099 402059 402059 CONCESSIONS 721000 384583 384583 COSTUME FEE 711190 164238 164238 240995 240995 1191875 32735883 11310404 447494 1931615 1321962 925498 321406 75058 15595796 10971119 3692768 931909 384020 264554 101454 18012 3119671 2150237 822164 147270 1362444 939399 358435 64610 72854 67983 4871 105724 98655 7069 30000 30000 212762 212762 1449526 1360910 88616 1319834 1104964 214870 605075 104088 246933 254054 820235 820235 376733 374237 2496 101339 101339 565277 284784 206713 73780 276796 276796 1737571 1641518 83422 12631 400119 359187 34690 6242 HOUSING 1902527 1902527 ALLOCATION OF FACILITY 1865647 1674791 161752 29104 PRODUCTION 1032067 918434 113633 COMMISSIONS AND FEES 576866 424481 135349 17036 226386 117254 40466 68666 35461231 23052108 10182563 2226560 1686182 592322 269035 1045329 3625824 1778477 9226 267342 3000 681137 696772 348438 1176130 63302053 35293921 30133160 28008132 563667 168560 315833 277933 13240533 13700616 50873035 47714613 2372965 2340742 992491 707614 6577516 5835750 13518244 14126400 23461216 23010506 X 22991761 20803507 4420058 3900600 27411819 24704107 50873035 47714613 -2725348 17636 0 X X 0 1 X 1 0 X 23667453 17768995 18622345 26591816 19046370 105696979 1492397 1585252 1708037 1763397 1809208 8358291 25159850 19354247 20330382 28355213 20855578 114055270 5825270 108230000 209950 200097 56178 139938 242006 848169 51399 -14172 24648 911796 973671 606177 314845 617651 1550392 402059 3491124 119368234 27174669 0.90670 0.92350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONCESSIONS - 2019 AMOUNT: $ 10,833. OTHER INCOME - 2019 AMOUNT: $ 595,344. 2020 AMOUNT: $ 314,845. 2021 AMOUNT: $ 617,651. 2022 AMOUNT: $ 1,550,392. INSURANCE CLAIM - 2023 AMOUNT: $ 402,059. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 30000 30000 33204671 33234671 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 100000 541000 344000 30000 1015000 250000 250000 250000 250000 1000000 1500000 100000 100000 200000 26456259 4534 5182721 1434035 203036 30006443 30784836 15065 2018079 6250000 111721 26456259 38664051 70280 -6173203 1639785 136507 30784836 31072455 269165 9641851 776885 1447951 94584 38664051 34002595 270147 379797 2000000 1463115 116969 31072455 0.05500 0.64200 0.30300 0 1 1 2199282 2199282 28976122 12973115 16003007 18869027 10209498 8659529 13257622 12111308 1146314 28008132 OPERATING LEASE RIGHT-OF-USE 13700616 13700616 CURRENT PORTION OF LEASE LIABILITIES 1086379 LEASE LIABILITIES 13040021 14126400 X PART V, LINE 4: THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X X X 1 DCM 261 WEST 35TH ST STE 600 F NEW YORK NY 10001 TELEMARKETING 0 307540 140446 167094 APRIL CHRISTIANSEN 3010 LAZY CREEK DRIVE MEDFORD MEDFORD OR 97504 CONSULTING/GRANTS 0 0 48566 -48566 THE FUNDING STRATEGISTS 2700 LAKE OLYMPIC PARKWAY STE 202 MISSOURI CITY TX 77459 CONSULTING/GRANTS 0 0 8000 -8000 LKA FUNDRAISING 4800 S MACADAM AVE STE 135 PORTLAND OR 97239 CONSULTING/GRANTS 0 0 9250 -9250 LATZ & COMPANY 53 W JACKSON BLVD STE 956 CHICAGO IL 60604 CONSULTING/GRANTS 0 0 6500 -6500 307540 212762 94778 OR WA CA GALA 479413 375063 104350 62373 29546 8902 57308 479413 375063 104350 62373 29546 8902 57308 158129 -53779 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DCM BILLS AN HOURLY RATE FOR LABOR PLUS AN EMPLOYEE ASSESSMENT FEE IF THERE IS A LAW CHANGE DURING THE COURSE OF THE CAMPAIGN. DCM ALSO CHARGES COMMISSION FEES ON REVENUE DURING THE CALLING WEEKS AND THE TWO WEEKS AFTER THE COMPLETION OF CALLING. CONSULTANTS CHARGE A FLAT HOURLY RATE. X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 KAMILAH LONG CHIEF DEVELOPMENT OFFICER 157770 0 0 0 0 0 0 0 13198 0 170968 0 0 0 ANYANIA MUSE MANAGING DIRECTOR OPERATIONS/IDEA 259858 0 0 0 0 0 5390 0 17550 0 282798 0 0 0 ALYS HOLDEN DIRECTOR OF PRODUCTION 250593 0 0 0 0 0 4097 0 17900 0 272590 0 0 0 PART I, LINE 1A NON-TAXED FIRST CLASS TRAVEL PROVIDED TO: ANYANIA MUSE, KAMILAH LONG, SHIREE DYSON PART I, LINE 1B SOME FIRST CLASS TRAVEL WAS ARRANGED INTERNALLY BY THE DEPARTMENT HANDLING TRAVEL. OTHER FIRST CLASS TRAVEL WAS ARRANGE BY THE EMPLOYEE USING COMPANY CARDS. IN FYE2025 THE ORGANIZATION DEVELOPED A WRITTEN POLICY PROHIBITING FIRST CLASS TRAVEL UNLESS MEDICALLY NECESSARY. ANYANIA MUSE KEY EMPLOYEE ASSIST WITH PERSONAL EXPENSE X 10380 3000 0 0 0 3000 KIRKALDY MYERS SPOUSE OF KEY EMPLOYEE (OFFICER) 15150 CONTRACTED SERVICES 0 X 12 160039 AVG HIGH LOW X EVENT DONATIONS 54 92246 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS METHOD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF FOUR BOARD OFFICERS AND SIX ADDITIONAL BOARD MEMBERS, ALL APPROVED BY VOTE OF THE ENTIRE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE BRINGS PROPOSALS TO THE ENTIRE BOARD OF DIRECTORS FOR VOTING. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE FINANCE DIRECTOR, THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL RECEIVE A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANYTIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT, IN TURN, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME THE GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION C, LINE 19 OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OSF SOLUTIONS LLC PO BOX 1120 ASHLAND OR 97520 320279547 PRODUCTION OF THEATRICAL SOFTWARE OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION THE CYMBELINE PROJECT LLC PO BOX 1120 ASHLAND OR 97520 872341166 PRODUCTION OF MULTIMEDIA PRODUCTIONS OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND PO BOX 158 ASHLAND OR 97520 936041618 SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. OR 501(C)(3) LINE 12B, II OREGON SHAKESPEARE FESTIVAL ASSOCIATION 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 1434035 ACTUAL CASH