2025-01-24T10:15:11-06:00 2024-05-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-06-01 470494912 OMAHA THEATER COMPANY OMAH 4023454849 2001 FARNAM STREET OMAHA NE 68102 JULIE WALKER MANAGING DIRECTOR 4023454849 2025-01-24 1 0 HANNAH GOSCHA P02133534 4024968800 2025-01-15 2023 2025-03-06 01:10:19Z JULIE WALKER 2001 FARNAM STREET OMAHA NE 68102 5481032 0 X WWW.ROSETHEATER.ORG X 1950 NE TO INSPIRE YOUNG PEOPLE AND THEIR FAMILIES TO DISCOVER THE MAGIC OF THEATER. 22 22 157 50 9936 0 2757271 3482420 1510839 1709146 48150 92164 66510 135291 4382770 5419021 0 0 0 0 2794369 2890550 94572 100931 136980 2555232 2769063 5444173 5760544 -1061403 -341523 9928833 10418389 2491787 3322733 7437046 7095656 X TO INSPIRE YOUNG PEOPLE AND THEIR FAMILIES TO DISCOVER THE MAGIC OF THEATER, FIND THEIR VOICES, AND ENRICH THEIR COMMUNITIES. THEATER IS UTILIZED AS A TOOL IN THE EDUCATIONAL AND SOCIAL DEVELOPMENT OF YOUNG PEOPLE TO PROVIDE FORMAL EDUCATION IN THE PERFORMING ARTS. 0 0 2096028 578467 PRODUCTION - THE THEATER STRIVES TO INTRODUCE YOUNG PEOPLE TO A MIX OF BOTH TRADITIONAL FAVORITES AND GROUND-BREAKING ORIGINAL PRODUCTIONS. PRODUCTIONS ARE SELECTED TO APPEAL TO A WIDE RANGE OF TASTES, AGES, AND ABILITIES. THE 23-24 SEASON INCLUDED 8 MAINSTAGE PRODUCTIONS AS WELL AS 1 PRODUCTION TARGETED TOWARDS VERY YOUNG AUDIENCES. PRODUCTION ATTENDANCE FOR ALL 9 SHOWS TOTALED APPROXIMATELY 85,000. 2241356 1130679 EDUCATION - THE OMAHA THEATER COMPANY WAS ONE OF THE FIRST IN OMAHA TO OFFER CLASSES IN THE THEATER ARTS, AND TODAY, STANDS AS A LEADING PROGRAM AND TRAINING GROUND FOR YOUNG ARTISTS INTERESTED IN PURSUING A CAREER IN THEATER. THE EDUCATION PROGRAM INCLUDES THREE MAIN AREAS. FIELD TRIPS, TOURS AND WORKSHOPS - ELEMENTARY SCHOOL STUDENTS OF ALL AGES ATTEND SHOWS OR WORKSHOPS OR HAVE TOURING SHOWS AND WORKSHOPS PRESENTED A THEIR SCHOOLS. THE THEATER WORKS WITH OVER 70 AREA SCHOOLS AND SERVES MORE THAN 35,000 STUDENTS EVERY YEAR. DRAMA EDUCATION - DRAMA CLASSES PROMOTE CREATIVITY AND PROVIDE STUDENTS WITH AN ENVIRONMENT TO EXPLORE THEIR TALENT AND IMAGINATION. IN DRAMA CLASSES, YOUNG PEOPLE LEARN HOW TO USE THEIR BODIES TO TELL AS STORY, USE THEIR VOICE, AND HOW TO STRETCH THEIR IMAGINATION. CLASSES INCLUDE ACTING, DIRECTING, PLAYWRITING, IMPROV, STAGECRAFT, PUPPETRY, FILMMAKING, AND MORE. BROADWAY - BROADWAY AT THE ROSE IS A COMPLETE MUSICAL THEATER, VOICE, ACTING AND DANCE TRAINING PROGRAM FOR STUDENTS WHO WANT TO PERFORM. IN BROADWAY CLASSES, YOUNG PEOPLE HONE THEIR SKILLS AND PREPARE TO TAKE THE STAGE AT SCHOOL, IN COMMUNITY PRODUCTIONS, AND EVEN ON THE ROSE MAINSTAGE. 315681 OUTREACH - COMMUNITY CONNECTIONS, THE OMAHA THEATER COMPANY'S OUTREACH PROGRAM, MAKES THEATER ACTIVITIES AVAILABLE TO OMAHA AREA CHILDREN AND FAMILIES WHO HAVE NOT TRADITIONALLY HAD ACCESS TO THE THEATER ARTS. 4653065 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 118 0 1 157 1 1 1 0 0 0 0 1 1 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 X THE ORGANIZATION 4023454849 2001 FARNAM STREET OMAHA NE 68102 MICHELLE SMITHBERG PRESIDENT 1.00 X X 0 0 0 MAUREEN ERECKSON VP OF FINANCE 1.00 X X 0 0 0 PAUL TRANISI VP OF MARKETING/DEVELOPMEN 1.00 X X 0 0 0 TROY ROMERO SECRETARY 1.00 X X 0 0 0 JENNIFER PETERSEN PRODUCTION/EDUCATION 1.00 X X 0 0 0 BILL STOTT PAST PRESIDENT 1.00 X X 0 0 0 AMY RYAN FOUNDATION REPRESENTATIVE 1.00 X X 0 0 0 DR KERRY-ANN ESCAYG TRUSTEE 1.00 X 0 0 0 JENNIE BARTHOLOMEW TRUSTEE 1.00 X 0 0 0 MARANDA ADAMS TRUSTEE 1.00 X 0 0 0 KATHERINE MACHOLMES TRUSTEE 1.00 X 0 0 0 MERRI MELVIN TRUSTEE 1.00 X 0 0 0 DORIS MOORE TRUSTEE 1.00 X 0 0 0 KANYON CHISM TRUSTEE 1.00 X 0 0 0 GENNEAN SCOTT TRUSTEE 1.00 X 0 0 0 THOMAS SOWINSKI TRUSTEE 1.00 X 0 0 0 MEGAN HORN TRUSTEE 1.00 X 0 0 0 JOANNA SWANSON TRUSTEE 1.00 X 0 0 0 JOHN TINIUS TRUSTEE 1.00 X 0 0 0 DIVYAPRAKASH MODI TRUSTEE 1.00 X 0 0 0 DEBORA WISNESKI PRESIDENT - ELECT 1.00 X X 0 0 0 SARAH WELLER TRUSTEE 1.00 X 0 0 0 JULIE WALKER MANAGING DIRECTOR 40.00 X 100284 0 18557 MATT GUTSCHICK ARTISTIC DIRECTOR 40.00 X 99857 0 9780 JANELLE KUPKA FINANCE DIRECTOR 32.00 X 70289 0 20125 270430 0 48462 1 0 0 0 0 156153 1403185 372343 1550739 3482420 BROADWAY AT THE ROSE 711110 678203 678203 TICKET SALES 711110 472532 472532 DRAMA EDUCATION 711110 406367 406367 MEMBERSHIP PACKAGES 711110 105935 105935 OTHER 711110 46109 46109 1709146 102704 102704 2793 2793 120003 3954 0 4118 120003 -164 119839 -164 120003 3000 13540 -10540 -10540 -10540 46912 156153 44353 2559 2559 PROGRAM ADVERTISING 541800 10100 10100 10100 5419021 1709146 9936 217519 324281 119984 194569 9728 2033284 1856541 175774 969 50354 41867 8266 221 292639 222429 68161 2049 189992 163248 26040 704 28230 28230 100931 100931 357351 297988 59363 317282 295753 21529 66230 65005 1225 108028 89820 18208 79847 79847 238889 231686 7203 148743 145554 3189 533566 518868 14698 70529 67003 3526 SUPPLIES 400848 398838 2010 UTILITIES 171200 163183 8017 REPAIRS AND MAINTENANCE 101580 97136 3595 849 BANK AND CREDIT CARD FE 70001 56351 13650 76739 37717 39022 5760544 4653065 970499 136980 1530550 1101070 303279 510728 575604 688804 41142 59542 261093 257631 7310001 2518264 5091272 4791737 575641 1597866 30000 74867 1520252 1336144 9928833 10418389 200857 1167179 462850 490293 1828080 1665261 2491787 3322733 X 6611681 6140304 825365 955352 7437046 7095656 9928833 10418389 -341523 133 0 X X 0 1 X 1 0 X 3801391 3477842 6386733 2757271 3482420 19905657 3801391 3477842 6386733 2757271 3482420 19905657 10933592 8972065 31471 6748 26649 144502 105630 315000 1057 1057 20221714 6820841 0.44370 0.43180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 484 484 25000 25000 655 655 25000 25000 133 133 25000 25000 25000 25000 25000 0.00000 1.00000 0.00000 0 0 1645751 1645751 2814662 1288102 1526560 1799975 560693 1239282 1049613 669469 380144 4791737 OPERATING LEASE RIGHT-OF-USE ASSETS 1336144 1336144 OPERATING LEASE OBLIGATIONS 1665261 1665261 X 5718064 133 298910 299043 5419021 0 5419021 6059454 298910 298910 5760544 0 5760544 PART V, LINE 4: THE INCOME FROM THE FUND IS TO BE USED TO MAINTAIN AND ENHANCE THE STUDIO PERFORMANCE SPACE KNOWN AS THE HITCHCOCK THEATER. PART X, LINE 2: THE THEATER AND FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE THEATER DERIVES A PORTION OF ITS REVENUE FROM THE SALE OF PROGRAM ADVERTISING AND RENTALS WHICH ARE TAXABLE SOURCES OF INCOME FOR FEDERAL AND STATE INCOME TAX PURPOSES, EVEN THOUGH THE THEATER'S OTHER REVENUES ARE TAX EXEMPT. THE THEATER DID NOT INCUR INCOME TAXES FOR THE YEARS ENDED MAY 31, 2024 AND 2023. THE ORGANIZATIONS FOLLOW THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE ORGANIZATIONS TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING CONSOLIDATING STATEMENTS OF FINANCIAL POSITION. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE MAY 31, 2021. X X X X 0 VIC GUTMAN & ASSOCIATES PO BOX 31134 OMAHA NE 68131 GRANT/SPONSORS 0 1797505 100931 1696574 1797505 100931 1696574 FUNDRAISING DINNER 169853 156153 13700 369 16498 15321 RR FUNDRAISER COCKTAIL PARTY 33211 33211 12164 203064 156153 46911 369 16498 27485 44352 2559 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 IS PRESENTED BY THE VICE PRESIDENT OF THE FINANCE COMMITTEE TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE MANAGING DIRECTOR REVIEWS ANNUAL STATEMENTS, AND IS AWARE OF THESE WHEN REVIEWING PAYMENTS AND CONTRACTS. THE BOARD WOULD BE NOTIFIED OF ANY POSSIBLE CONFLICTS PRIOR TO ANY VOTES WHERE A CONFLICT COULD OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE DIRECTORS IS DETERMINED BY THE BOARD AT THE TIME OF THE ANNUAL BUDGETING FOR EACH FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROSE BLUMKIN PERFORMING ARTS CENTER FOUNDATION 2001 FARNAM STREET OMAHA NE 68102 363964320 SUPPORTING ORGANIZATION FOR THE OMAHA THEATER COMPANY FOR YOUNG PEOPLE NE 501(C)(3) TYPE II 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 ROSE BLUMKIN PERFORMING ARTS CENTER C 1403185 CASH