2025-10-29T09:16:07-05:00 2025-06-30 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2024-07-01 620983983 ORPHEUM THEATRE GROUP ORPH 9015257800 PO BOX 3370 MEMPHIS TN 381730370 BRETT BATTERSON PRESIDENT 9015294225 2025-11-15 1 1 ANNE DIXON CPA P00551499 9017612720 2025-10-28 2024 2025-03-06 01:10:19Z BRETT BATTERSON 203 SOUTH MAIN STREET MEMPHIS TN 38103 24511493 0 X WWW.ORPHEUM-MEMPHIS.COM X 1976 TN TO ENHANCE THE COMMUNITIES WE SERVE BY UTILIZING THE PERFORMING ARTS TO ENTERTAIN, EDUCATE, AND ENLIGHTEN WHILE PRESERVING THE HISTORIC ORPHEUM THEATRE AND THE HALLORAN CENTRE FOR PERFORMING ARTS & EDUCATION 37 36 420 265 58500 0 1324521 1336309 15659860 13718908 1080657 1501694 2835352 2532716 20900390 19089627 0 0 0 0 5327672 5564496 0 0 859929 16061876 14626232 21389548 20190728 -489158 -1101101 64486127 61831894 9512810 7733541 54973317 54098353 TO ENHANCE THE COMMUNITIES WE SERVE BY UTILIZING THE PERFORMING ARTS TO ENTERTAIN, EDUCATE, AND ENLIGHTEN WHILE PRESERVING THE HISTORIC ORPHEUM THEATRE AND THE HALLORAN CENTRE FOR PERFORMING ARTS & EDUCATION 0 0 17637445 2278505 THE FOCUS OF THE ORPHEUM THEATRE GROUP IS DIRECTED TO PRESERVATION OF THE THEATRE, ENTERTAINMENT PROGRAMMING AND EDUCATION AND COMMUNITY PROGRAMS. 17637445 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 141 0 1 420 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 TN X X PAULETTE SMITHERS-LUKER 9015257800 203 S MAIN STREET MEMPHIS TN 38103 KASHAUNDRA BLACKWOOD BOARD MEMBER 1.00 X 0 0 0 DR NEAL S BECKFORD BOARD MEMBER 1.00 X 0 0 0 SCOTT BENDURE CHAIR 1.00 X X 0 0 0 JOHN BOBANGO BOARD MEMBER 1.00 X 0 0 0 DEBBIE BRANAN BOARD MEMBER 1.00 X 0 0 0 SHANNON A BROWN BOARD MEMBER 1.00 X 0 0 0 CHIRAG CHAUHAN SECRETARY 1.00 X X 0 0 0 LESLIE COLEMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT COX LEGAL COUNSEL 1.00 X 0 0 0 ROBERT DELPRIORE VICE-CHAIR 1.00 X X 0 0 0 RICK FOGELMAN BOARD MEMBER 1.00 X 0 0 0 JIM GILLILAND JR BOARD MEMBER 1.00 X 0 0 0 PHILIP GOULD BOARD MEMBER 1.00 X 0 0 0 THOMAS HOLMES JR BOARD MEMBER 1.00 X 0 0 0 JOEY HOUSE TREASURER 1.00 X X 0 0 0 DR KEITH NORMAN BOARD MEMBER 1.00 X 0 0 0 ROBIN ORGEL BOARD MEMBER 1.00 X 0 0 0 DAVID PICKLER BOARD MEMBER 1.00 X 0 0 0 KARL SCHLEDWITZ BOARD MEMBER 1.00 X 0 0 0 BILL STEGBAUER BOARD MEMBER 1.00 X 0 0 0 DEVIN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 LURA TURNER BOARD MEMBER 1.00 X 0 0 0 BRETT BATTERSON PRESIDENT & CEO 40.00 X X 1251469 0 24274 DR CASSANDRA HOWARD BOARD MEMBER 1.00 X 0 0 0 AMY KNIGHT BOARD MEMBER 1.00 X 0 0 0 MILES MASONSR BOARD MEMBER 1.00 X 0 0 0 KUSH SHAH BOARD MEMBER 1.00 X 0 0 0 GRAYSON PRUITT BOARD MEMBER 1.00 X 0 0 0 PATRICK CARTER BOARD MEMBER 1.00 X 0 0 0 DAVID MCKINNEY BOARD MEMBER 1.00 X 0 0 0 IGNACIO VINCENTELLI BOARD MEMBER 1.00 X 0 0 0 SHERRY WILLIAMS BOARD MEMBER 1.00 X 0 0 0 SCOTT BEATTY BOARD MEMBER 1.00 X 0 0 0 MICHELLE EPPS BOARD MEMBER 1.00 X 0 0 0 MARTIN HAND BOARD MEMBER 1.00 X 0 0 0 RUBY HANCOCK BOARD MEMBER 1.00 X 0 0 0 LAURA LINDER BOARD MEMBER 1.00 X 0 0 0 PAULETTE LUKER VICE PRESIDENT OF FINANCE 40.00 X 312801 0 21316 TERESA WARD VICE PRESIDENT OF SALES 40.00 X 168271 0 15376 JEN MCGRATH VICE PRESIDENT OF EDUCATIO 40.00 X 188918 0 15215 DACQUIRI BAPTISTE VICE PRESIDENT OF OPERATIO 40.00 X 229954 0 17470 CHRISTINA TORRES VICE PRESIDENT OF MARKETIN 40.00 X 157524 0 14702 2308937 0 108353 6 0 1 0 ANGELICA TOUR LLC 1501 BROADWAY SUITE 2400 NEW YORK CITY NY 10036 ENTERTAINMENT 2644529 I LOVE COTTON CANDY LLC 230 WEST 41ST STREET SUITE 1703 NEW YORK CITY NY 10036 PRODUCTION 805399 MRB TOUR LLC 1650 BROADWAY SUITE 800 NEW YORK CITY NY 10019 ENTERTAINMENT 714907 MAMMA MIA 25 TOUR LP 32-33 ST JAMES PLACE LONDON UK PRODUCTION 685651 NATIONAL SHOWS 2 LLC 610 WEST IRIS DRIVE NASHVILLE TN 37204 ENTERTAINMENT 618983 28 135150 1201159 1336309 TICKET SALES & HANDLING 711190 12773954 12773954 SPONSORSHIP INCOME 541800 886454 886454 PROGRAM ADVERTISING 541800 58500 58500 13718908 706416 706416 1343416 0 1343416 1343416 1343416 5706275 4901848 9149 804427 -9149 795278 795278 511871 191389 320482 320482 26350 7385 18965 18965 1113313 312095 801218 801218 MISCELLANEOUS 900099 48635 48635 48635 19089627 2278505 58500 15416313 476580 356967 74296 45317 4073757 3051317 635076 387364 636544 465564 116202 54778 377615 291376 51639 34600 47075 47075 11478 11478 1069728 1069728 70011 44079 25932 877469 810268 67201 164558 126650 37908 23501 23501 1822653 1640388 182265 345141 310627 34514 TALENT FEES 6440867 6440867 PRODUCTION EXPENSES 2402706 2402706 OTHER FUNDRAISING EXPEN 320963 320963 EDUCATION AND CAMPS 285375 285375 744707 341533 386267 16907 20190728 17637445 1693354 859929 9409236 7065077 92122 126010 67300 34796 344573 168773 52239603 16719324 35279701 35520279 18005362 18713977 42607 51959 1245226 151023 64486127 61831894 1781904 1118145 7730906 6615396 9512810 7733541 X 39847345 39709027 15125972 14389326 54973317 54098353 64486127 61831894 -1101101 339444 23000 -136307 0 X X 0 1 X 1 1 1 X 1966053 30290078 581250 762209 794929 34394519 651155 16543828 13365274 17673241 15463668 63697166 161622 944725 1349462 1372285 1161948 4990042 2778830 47778631 15295986 19807735 17420545 103081727 102157 105000 40000 5000 52394 304551 0 102157 105000 40000 5000 52394 304551 102777176 201509 323724 553562 675113 706416 2460324 201509 323724 553562 675113 706416 2460324 2980339 48102355 15849548 20482848 18126961 105542051 0.97380 0.97770 0.02330 0.01910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4220674 4220674 12757924 3284972 9472952 29901225 9290340 20610885 5359780 4144012 1215768 35520279 19826633 339444 23000 510869 873313 18953320 136307 136307 19089627 20701597 510869 510869 20190728 0 20190728 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 198,774. COST OF SALES 312,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 198,774. COST OF SALES 312,095. X X X X X X 1 GASKILL STRATEGIES LLC 1759 CENTRAL AVE MEMPHIS TN 38104 CENTENNIAL AND CAPITAL CAMPAIGN FUNDRAISING 0 173000 129600 43400 173000 129600 43400 TN SOIREE 385402 385402 131598 GOLF TOURNAMENT 81855 81855 21786 1 44614 44614 38005 511871 511871 191389 191389 320482 26350 7385 0 26350 7385 7385 18965 TN 1 0 0 0 0 1 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISER IS DESIGNING AND FACILITATING THE ORGANIZATION'S CENTENNIAL AND CAPITAL CAMPAIGN FUNDRAISING PROJECT. 1 X X X X X 0 0 0 1 0 0 0 0 0 BRETT BATTERSON PRESIDENT & CEO 402307 0 50000 0 799162 0 0 0 24274 0 1275743 0 0 0 PAULETTE LUKER VICE PRESIDENT OF FINANCE 272801 0 40000 0 0 0 0 0 21316 0 334117 0 0 0 DACQUIRI BAPTISTE VICE PRESIDENT OF OPERATIO 199954 0 30000 0 0 0 0 0 17470 0 247424 0 0 0 JEN MCGRATH VICE PRESIDENT OF EDUCATIO 166918 0 22000 0 0 0 0 0 15215 0 204133 0 0 0 TERESA WARD VICE PRESIDENT OF SALES 148271 0 20000 0 0 0 0 0 15376 0 183647 0 0 0 CHRISTINA TORRES VICE PRESIDENT OF MARKETIN 137524 0 20000 0 0 0 0 0 14702 0 172226 0 0 0 PART I, LINE 5 A BONUS PLAN IS IN PLACE FOR ALL FULL TIME EMPLOYEES WITH GOALS THAT ARE CONTINGENT ON REVENUES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL RECEIVE A DRAFT OF THE 990 AND 990T BEFORE FILING. THE 990 WILL BE REVIEWED BY THE ORGANIZATION (CFO, PRESIDENT AND STAFF MEMBERS). A COPY IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR THEM TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH VOLUNTARY DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS HANDLED BY A BOARD COMMITTEE AND REVIEWED PER HIS CONTRACT. EMPLOYEE REVIEWS ARE DONE ONCE A YEAR BY SUPERVISOR. COMPENSATION IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION REFERS THIRD PARTIES TO GUIDESTAR.COM TO REVIEW ALL FORMS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990 RELATED PARTY DISCLOSURES BANK DEPOSITS WITH FIRST HORIZON BANK IN THE AMOUNT OF $411,298, AND SHERRY WILLIAMS, BOARD MEMBER OF THE ORPHEUM, IS A SENIOR VICE PRESIDENT OF FIRST HORIZON BANK. BANK DEPOSITS WITH TRUIST BANK IN THE AMOUNT OF $1,422,754, AND GRAYSON PRUITT, BOARD MEMBER OF THE ORPHEUM, IS A VICE PRESIDENT OF TRUIST BANK. BANK DEPOSITS WITH PINNACLE BANK IN THE AMOUNT OF $2,254,300, AND SCOTT BENDURE, BOARD MEMBER OF THE ORPHEUM, IS A SENIOR VICE PRESIDENT OF PINNACLE BANK. BANK DEPOSITS WITH EVOLVE BANK IN THE AMOUNT OF $1,670,976, AND THOMAS HOLMES, JR, BOARD MEMBER OF THE ORPHEUM, IS A SENIOR VICE PRESIDENT OF EVOLVE BANK. SULLIVAN BRANDING PROVIDED WEB HOSTING SERVICES IN THE AMOUNT OF $3,900. BRIAN SULLIVAN, FORMER BOARD MEMBER OF THE ORPHEUM, IS THE PRINCIPAL/CEO OF SULLIVAN BRANDING. DIRECTFX PROVIDED PRINTING AND MARKETING SERVICES AT COST IN THE AMOUNT OF $66,967. KUSH SHAH, BOARD MEMBER OF THE ORPHEUM, IS AN OWNER OF DIRECTFX.