2025-05-15T16:15:03-05:00 2024-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2023-07-01 946135772 AMERICAN CONSERVATORY THEATRE FOUNDATION AMER 4158343200 415 GEARY STREET SAN FRANCISCO CA 94102 JIM SIVORI CFO 4158343200 2025-05-14 1 1 QI WEN LIANG P01270238 2099556100 2025-05-14 2023 2025-03-06 01:10:19Z AMERICAN CONSERVATORY THEATER JENNIFER BIELSTEIN 415 GEARY STREET SAN FRANCISCO CA 94102 56530852 0 X WWW.ACT-SF.ORG X 1966 CA A.C.T. FOUNDATION NURTURES THE ART OF LIVE THEATER, ACTOR TRAINING AND COMMUNITY ENGAGEMENT. 37 35 810 200 29357 25704 42020899 5336256 6798238 12668005 2645729 3882267 438512 115360 51903378 22001888 54702 90369 0 0 14271351 18094906 2050 0 2194675 9140468 13318939 23468571 31504214 28434807 -9502326 90553200 81641483 16930748 15113044 73622452 66528439 AMERICAN CONSERVATORY THEATRE FOUNDATION (A.C.T. 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 22661179 11794520 A.C.T. 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. 2902144 90369 873485 THE CONSERVATORY, EDUCATION AND COMMUNITY PROGRAMS SERVE MORE THAN 15,000 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. 25563323 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 1 150 0 1 810 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 35 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 435791 0 19861 PAMELA MACKINNON ARTISTIC DIRECTOR 40.00 1.00 X X 426809 0 14291 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 JOAQUIN TORRES PRESIDENT - BOARD OF TRUSTEES 15.00 0.00 X X 0 0 0 DAVID L JONES TREASURER - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 ROBINA RICCITIELLO SECRETARY - BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 PRISCILLA GEESLIN VICE CHAIR - BOARD OF TRUSTEES 1.00 0.00 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 LOPEZ 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 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 KEN FULK TRUSTEE 1.00 0.00 X 0 0 0 JOHN GARFINKLE TRUSTEE (AS OF 02/01/24) 1.00 0.00 X 0 0 0 RACHEL GARLIN TRUSTEE 1.00 0.00 X 0 0 0 LARA HITCHCOCK TRUSTEE (THRU 02/01/24) 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 187529 0 20018 CAITLIN QUINN DIRECTOR OF DEVELOPMENT 40.00 0.00 X 269102 0 13261 SHAWN ANNECSTON GEARY HEAD CARPENTER - BELO 40.00 0.00 X 156398 0 36470 THOMAS MORGAN IT DIRECTOR 40.00 0.00 X 172949 0 3438 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 40.00 0.00 X 171407 0 606 EDUARDO NICHOLAS MASIAS GEARY HEAD ELECTRICIAN - BELO 40.00 0.00 X 135287 0 32275 MARTIN BARRON DIRECTOR OF PRODUCTION 40.00 0.00 X 141736 0 21009 LOUISA LISKA DIRECTOR OF GENERAL MANAGEMENT & OPERATIONS 40.00 1.00 X 141675 0 19589 SASHA HABASH DEPUTY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 137787 0 10522 ADAM THURMAN DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 0.00 X 141815 0 0 2518285 0 191340 23 0 1 0 CALIFORNIA SHAKESPEARE THEATER 21 ORINDA WAY SUITE C PMB 509 ORINDA CA 94563 SCENIC, STAGE DESIGN, AND BUILD 673260 PLANT CONSTRUCTION COMPANY LP 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONTRUCTION 367049 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU STREET NEW YORK NY 10038 ADVERTISING 338090 4WALL ENTERTAINMENT INC 3165 WEST SUNSET ROAD SUITE 100 LAS VEGAS NV 89118 STAGE LIGHTING RENTAL 300620 KGO TELEVISION INC PO BOX 732384 DALLAS TX 75373 ADVERTISING 190634 14 380392 468132 4487732 192978 5336256 THEATER BOX OFFICE INC 711110 7195686 7195686 CO-PRODUCTION & ENHANCEMENT INCOM 711110 4094335 4094335 CONSERVATORY TUITION 611310 873485 873485 CONCESSIONS 711110 492423 492423 EVENT PARKING 812930 12076 12076 12668005 1527445 29357 1498088 508074 515952 -7878 -7878 -7878 35122473 1074024 32143027 1698648 2979446 -624624 2354822 2354822 59005 380392 171337 -112332 -112332 DEVELOPER FEE 711110 207692 207692 OTHER INCOME 900099 27878 27878 235570 22001888 12668005 29357 3968270 90369 90369 2080520 1026768 603091 450661 12435729 10591376 1007973 836380 460817 425649 31834 3334 1924690 1548559 286023 90108 1193150 1000876 99184 93090 43895 12250 31645 166475 166475 142767 142767 639781 158117 211313 270351 1877228 1841829 1309 34090 107586 84437 16611 6538 591193 447541 101716 41936 361993 361993 1982244 1436290 386573 159381 1302746 1255174 39195 8377 56167 4319 51848 1141102 697212 314305 129585 355192 262255 65165 27772 PRODUCTION EXPENSES 3790820 3628559 142311 19950 TICKETING FEE AND CHARG 430052 415232 1376 13444 329698 274518 45502 9678 31504214 25563323 3746216 2194675 13062570 2987485 1853659 2368233 3653501 3345089 166841 535840 437153 722163 43471728 24697305 20750046 18774423 45896754 48841123 1583592 1246538 3149084 2820589 90553200 81641483 2949109 3053995 3397359 1629863 63511 50025 2000000 2000000 8520769 8379161 16930748 15113044 X 47306060 39521105 26316392 27007334 73622452 66528439 90553200 81641483 X -9502326 2437670 -29357 X 0 1 X 1 0 X 17342779 13385388 14277461 42015799 5336256 92357683 17342779 13385388 14277461 42015799 5336256 92357683 45986972 46370711 668992 646212 910994 1936567 2006163 6168928 21573 0 9157 17662 26727 75119 318611 145412 241006 222640 235570 1163239 99764969 32628326 0.46480 0.47450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 318,611. 2020 AMOUNT: $ 145,412. 2021 AMOUNT: $ 241,006. 2022 AMOUNT: $ 222,640. 2023 AMOUNT: $ 235,570. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26365807 2685126 66809 3725215 25258909 25650190 1931886 89101 1127168 26365807 27987236 1000000 -2136060 94989 1105997 25650190 24292329 4795529 1050000 50622 27987236 25476821 415508 1600000 24292329 0.09188 0.86952 0.03858 1 0 1173889 1173889 28909636 18783278 10126358 3562173 2804991 757182 9826030 3109036 6716994 18774423 OPERATING LEASES OBLIGATION 6953407 DEFERRED DEVELOPER FEES 830769 DUE TO A.C.T. FOUNDATION 302016 PENSION PLAN LIABILITY 270712 LONG TERM LIABILITY 22257 8379161 PART V, LINE 4: THE EARNINGS OF A.C.T. FOUNDATION'S ENDOWMENT FUNDS PROVIDE PROGRAM AND INSTITUTIONAL SUPPORT TO DELIVER ALL OF A.C.T. FOUNDATION THEATER, TRAINING AND EDUCATION PROGRAMS. GALA 439397 380392 59005 112021 59316 439397 380392 59005 112021 59316 171337 -112332 1 MFA, SFS AND YC PROGRAM SCHOLARSHIPS AND AWARDS 70 90369 0 PART I, LINE 2: A.C.T. 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 A.C.T. FOUNDATION APPLYING THE SCHOLARSHIP AWARD DIRECTLY AS A REDUCTION IN TUITION EXPENSES OWED. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER BIELSTEIN EXECUTIVE DIRECTOR 435791 0 0 0 0 0 6600 0 13261 0 455652 0 0 0 PAMELA MACKINNON ARTISTIC DIRECTOR 426809 0 0 0 0 0 6600 0 7691 0 441100 0 0 0 CAITLIN QUINN DIRECTOR OF DEVELOPMENT 269102 0 0 0 0 0 0 0 13261 0 282363 0 0 0 JAMES SIVORI CHIEF FINANCIAL OFFICER 187529 0 0 0 0 0 3491 0 16527 0 207547 0 0 0 SHAWN ANNECSTON GEARY HEAD CARPENTER - BELO 156398 0 0 0 0 0 15081 0 21389 0 192868 0 0 0 THOMAS MORGAN IT DIRECTOR 172949 0 0 0 0 0 3438 0 0 0 176387 0 0 0 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 171407 0 0 0 0 0 606 0 0 0 172013 0 0 0 EDUARDO NICHOLAS MASIAS GEARY HEAD ELECTRICIAN - BELO 135287 0 0 0 0 0 13346 0 18929 0 167562 0 0 0 MARTIN BARRON DIRECTOR OF PRODUCTION 141736 0 0 0 0 0 3134 0 17875 0 162745 0 0 0 LOUISA LISKA DIRECTOR OF GENERAL MANAGEMENT & OPERATIONS 141675 0 0 0 0 0 3062 0 16527 0 161264 0 0 0 X 11 180955 FMV X WINE 2 12023 SELLING PRICE 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 A.C.T. 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. A.C.T. 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. A.C.T. 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 -29,357. ACT MARKET STREET 415 GEARY STREET SAN FRANCISCO CA 94102 463452490 FOR THE BENEFIT OF A.C.T. 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 1 0 0 0 1