2026-02-05T15:51:11-06:00 2025-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-07-01 592717909 ASOLO THEATRE INC ASOL 9413519010 5555 N TAMIAMI TRAIL SARASOTA FL 34243 BETH HIRSCH CHAIR 9413519010 2026-01-27 1 1 BRIAN SIMMONS P00360690 9413654617 2024 2025-03-06 01:10:19Z BETH HIRSCH 5555 N TAMIAMI TRAIL SARASOTA FL 34243 24426400 0 X WWW.ASOLOREP.ORG X 1986 FL ENTERTAIN, ENGAGE AND INSPIRE THROUGH THE HIGHEST QUALITY PROFESSIONAL REPERTORY THEATRE AND SUPERIOR EDUCATIONAL PROGRAMS. 37 37 74 51 11109 558 4491895 7645034 6258573 7412118 673587 1265208 84300 18757 11508355 16341117 0 0 0 0 8021761 9386414 0 0 557516 4307257 4990109 12329018 14376523 -820663 1964594 48472075 52946708 2566793 3110110 45905282 49836598 ENGAGE AND INSPIRE AUDIENCES WITH EXTRAORDINARY THEATRICAL EXPERIENCES CREATED WITH VISION, PASSION AND ARTISTRY AND ENHANCED BY DEEPLY INTEGRATED EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. 0 0 6963505 6021708 ASOLO REPERTORY'S RESIDENT SEASON CREATES A CENTER FOR THEATRICAL EXCELLENCE FOR A LOCAL, REGIONAL AND NATIONAL COMMUNITY. FROM CLASSICS TO CONTEMPORARY DRAMAS TO BROADWAY-BOUND MUSICALS AND NEWLY COMMISSIONED WORK, ALL PERFORMED IN THE RAREST FORM OF ROTATING REPERTORY. ASOLO REP IS A THEATRE DISTRICT IN ITSELF. EACH SEASON, ASOLO REP MOUNTS UP TO TEN PRODUCTIONS AND TWO HUNDRED FIFTY PERFORMANCES ON TWO STAGES, FOR MORE THAN EIGHTY THOUSAND PEOPLE ANNUALLY. 420054 793995 THE FSU/ASOLO CONSERVATORY FOR ACTOR TRAINING IS A RIGOROUS THREE-YEAR M.F.A GRADUATE PROGRAM CONNECTED TO ASOLO REPERTORY. IT IS RANKED IN THE TOP TEN ACTOR TRAINING PROGRAMS BY THE NEW YORK TIMES. MORE THAN TWO THOUSAND AUDITION ANNUALLY FOR A MERE TWELVE SLOTS. 4296833 309562 THE SCENE AND COSTUME SHOPS CREATE PHYSICAL ELEMENTS FOR THE PRODUCTIONS AND CONTRIBUTE TO THE QUALITY PROFESSIONAL THEATRICAL EXPERIENCE FOR ASOLO REPERTORY, THE FSU/ASOLO CONSERVATORY FOR ACTOR TRAINING AND OTHERS, SUCH AS THE TAMPA BAY PERFORMING ARTS CENTER AND THE SARASOTA OPERA. 283536 283536 11680392 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 165 0 1 74 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X RON MCDONOUGH 9413519010 5555 NORTH TAMIAMI TRAIL SARASOTA FL 34243 BOB BARTNER DIRECTOR 1.00 X 0 0 0 SONDRA BILLER DIRECTOR 1.00 X 0 0 0 TERRY BRACKETT DIRECTOR 1.00 X 0 0 0 SUSAN BUCK DIRECTOR 1.00 X 0 0 0 ANN CHARTERS DIRECTOR 1.00 X 0 0 0 CAROLE CROSBY DIRECTOR 1.00 X 0 0 0 ARIANE DART DIRECTOR 1.00 X 0 0 0 JAIME DIDOMENICO DIRECTOR 1.00 X 0 0 0 L'TANYA EVANS DIRECTOR 1.00 X 0 0 0 DEBORAH FARRINGTON DIRECTOR 1.00 X 0 0 0 KATHLEEN FRANCE DIRECTOR 1.00 X 0 0 0 HERMAN FRANKEL DIRECTOR 1.00 X 0 0 0 JAMES FRAZIER DIRECTOR 1.00 X 0 0 0 TERI HANSEN DIRECTOR 1.00 X 0 0 0 LARRY HASPEL DIRECTOR 1.00 X 0 0 0 JUDITH HOFMANN DIRECTOR 1.00 X 0 0 0 GIGI HUBERMAN DIRECTOR 1.00 X 0 0 0 CHARLIE HUISKING DIRECTOR 1.00 X 0 0 0 CARYL KAPLAN DIRECTOR 1.00 X 0 0 0 CAROLYN KEYSTONE DIRECTOR 1.00 X 0 0 0 BEVERLY KOSKI DIRECTOR 1.00 X 0 0 0 RUTH KREINDLER DIRECTOR 1.00 X 0 0 0 LUCIE LAPOVSKY DIRECTOR 1.00 X 0 0 0 NANCY MARKLE DIRECTOR 1.00 X 0 0 0 ENID MARSHALL DIRECTOR 1.00 X 0 0 0 SCOTT MERRITT DIRECTOR 1.00 X 0 0 0 NIKOL MILLER DIRECTOR 1.00 X 0 0 0 SANDRA MIRANDA DIRECTOR 1.00 X 0 0 0 MELANIE NATARAJAN DIRECTOR 1.00 X 0 0 0 ANNA NEKORANEC DIRECTOR 1.00 X 0 0 0 JULES PRICE DIRECTOR 1.00 X 0 0 0 ELLEN SANDOR DIRECTOR 1.00 X 0 0 0 STEPHANIE SHAW DIRECTOR 1.00 X 0 0 0 KIRK VOELKER DIRECTOR 1.00 X 0 0 0 JAMES WADSWORTH DIRECTOR 1.00 X 0 0 0 MARYSUE WECHSLER DIRECTOR 1.00 X 0 0 0 MARY LOU WINNICK DIRECTOR 1.00 X 0 0 0 GERI YONOVER DIRECTOR 1.00 X 0 0 0 RANDELL JOHNSON IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 BETH HIRSCH CHAIR 1.00 X X 0 0 0 SCOTT GREER VICE CHAIR 1.00 X X 0 0 0 PAULINE WAMSLER VICE CHAIR 1.00 X X 0 0 0 CHARLIE WILSON TREASURER 1.00 X X 0 0 0 MARY BRAXTON-JOSEPH SECRETARY 1.00 X X 0 0 0 TOM MCLAUGHLIN GENERAL COUNSEL 1.00 X X 0 0 0 PETER ROTHSTEIN PRODUCING ARTISTIC DIRECTOR 40.00 X 317474 0 36455 ROSS EGAN MANAGING DIRECTOR 40.00 X 233437 0 15851 ERIC PUGH MARKETING DIRECTOR 40.00 X 112225 0 6873 CORINNE DECKARD GENERAL MANAGER 40.00 X 102101 0 11803 RON MCDONOUGH FINANCE DIRECTOR 40.00 X 107144 0 6717 872381 0 77699 5 0 1 0 PJ HAYES INC DBA TANDEM CONSTRUCTI 5391 LAKEWOOD RANCH BLVD N SARASOTA FL 34240 EXPANSION CONSTRUCTION 913457 FSU RESEARCH FOUNDATION 2000 LEVY AVENUE BLDG A TALLAHASSEE FL 32310 FSU STUDENT STIPENDS 299725 MUSIC THEATRE INTERNATIONAL 423 WEST 55TH ST 2ND FLOOR NEW YORK NY 10019 PERFORMANCE ROYALTIES 212545 SHERATON OPERATING LLC DBA THE ST RGIS 1601 GULF OF MEXICO DRIVE LONGBOAT KEY FL 34228 EVENT RENT 208498 CONCORD THEATRICALS 250 WEST 57TH ST 6TH FLOOR NEW YORK NY 10107 ROYALTIES 147721 11 700696 395925 6548413 40729 7645034 RESIDENT SEASON 711110 6021708 6021708 FSU/ASOLO CONSERVATORIES 711110 793995 793995 SCENE & COSTUME SHOPS 711110 312879 309562 3317 TICKET SURCHARGE 711110 283536 283536 7412118 1289532 1289532 660 660 7753226 3500 7781050 0 -27824 3500 -24324 -24324 267838 700696 304233 -36395 -36395 46700 0 46700 46700 PARTNERSHIP GAINS 900099 7792 7792 7792 16341117 7408801 11109 1276173 605435 605435 7038941 6263358 388829 386754 47538 26110 8805 12623 1238991 1012597 225340 1054 455509 400659 27280 27570 2577 2577 40610 40610 100249 100249 113586 31841 41745 40000 502388 450156 52232 219137 144970 72983 1184 26794 26794 558888 558888 202670 99263 103407 281480 267893 5634 7953 599112 497263 101849 330297 330297 PRODUCTION EXPENSE 663840 663840 MAINTENANCE 293246 185676 107570 BANK CHARGES 214526 214526 FEDERAL INCOME TAX 80 80 840629 472443 340040 28146 14376523 11680392 2138615 557516 1693 1633 5063441 4996733 587002 764725 638585 884806 4882 4881 324071 339021 20287519 5325717 14160052 14961802 26139490 28015913 1552859 2977194 48472075 52946708 545729 662030 2021064 2336911 0 111169 2566793 3110110 X 28977446 31649828 16927836 18186770 45905282 49836598 48472075 52946708 X 1964594 1974514 -7792 X X 0 1 X 1 0 X 8295413 9345604 5553621 4491895 7645034 35331567 1617609 6587744 5960115 6609540 7726656 28501664 9913022 15933348 11513736 11101435 15371690 63833231 1153618 2078241 334480 628088 1737298 5931725 0 1153618 2078241 334480 628088 1737298 5931725 57901506 610354 1104313 853931 806841 1290192 4665631 610354 1104313 853931 806841 1290192 4665631 -206 -436 -6223 -193 7792 734 10523170 17037225 12361444 11908083 16669674 68499596 0.84530 0.85630 0.06810 0.06480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24361859 1149716 1716765 1021480 26206860 21994713 1599723 1742423 975000 24361859 20143964 1179814 1418770 747835 21994713 24313754 310549 -2258009 2222330 20143964 18635394 3304997 3139430 766067 24313754 0.42000 0.58000 0.00000 1 0 1320850 1320850 13774487 2521417 11253070 1875309 433816 1441493 3271353 2370484 900869 45520 45520 14961802 PREPAID LEASE, NET 1422606 DEPOSITS 15185 457(B) PLAN ASSETS 115585 BENEFICIAL INTEREST IN TRUST 1423818 2977194 LEASE LIABILITY 111169 111169 X 18539090 1974514 331500 2306014 16233076 100249 7792 108041 16341117 14607774 331500 331500 14276274 100249 100249 14376523 PART V, LINE 4: TO PROVIDE FUNDS AS AN OPERATING RESERVE FOR THE THEATRE. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE THEATRE HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP GAINS 7,792. GALA 813196 700696 112500 138950 73828 22980 21942 SHAW FESTIVAL 82031 82031 1886 488 814 4 73307 73307 2243 23374 9799 4752 968534 700696 267838 143079 97690 32779 27508 301056 -33218 X X X X 0 0 0 0 0 1 0 0 0 PETER ROTHSTEIN PRODUCING ARTISTIC DIRECTOR 317474 0 0 0 0 0 25000 0 11455 0 353929 0 0 0 ROSS EGAN MANAGING DIRECTOR 233437 0 0 0 0 0 0 0 15851 0 249288 0 0 0 PART I, LINE 6 PER PETER ROTHSTEIN'S (PRODUCING ARTISTIC DIRECTOR) EMPLOYMENT CONTRACT "FOR ANY FISCAL YEAR IN WHICH THE TOTAL OF THE ASOLO'S EARNED AND CONTRIBUTED INCOME (EXCLUDING GIFTS TO THE ASOLO'S ENDOWMENT FUND OR GIFTS FOR CAPITAL IMPROVEMENTS) EXCEEDS THE TOTAL OF THE ASOLO'S OPERATING EXPENSES (EXCLUDING CAPITAL EXPENDITURES AND DEPRECIATION AND AMORTIZATION COSTS) BY AT LEAST $250,000, THE ASOLO SHALL PAY ROTHSTEIN A BONUS IN AN AMOUNT EQUAL TO 15% OF HIS ANNUAL BASE SALARY. SUCH BONUS, IF ANY, SHALL BE PAID TO ROTHSTEIN WITHIN 30 DAYS AFTER COMPLETION OF THE AUDIT OF THE ASOLO REP'S FINANCIAL STATEMENTS FOR SUCH FISCAL YEAR." PER ROSS EGAN'S (MANAGING DIRECTOR) EMPLOYMENT CONTRACT "FOR ANY FISCAL YEAR IN WHICH THE TOTAL OF THE ASOLO'S EARNED AND CONTRIBUTED INCOME (EXCLUDING GIFTS TO THE ASOLO'S ENDOWMENT FUND OR GIFTS FOR CAPITAL IMPROVEMENTS) EXCEEDS THE TOTAL OF THE ASOLO'S OPERATING EXPENSES (EXCLUDING CAPITAL EXPENDITURES AND DEPRECIATION AND AMORTIZATION COSTS) BY AT LEAST $250,000, THE ASOLO SHALL PAY EGAN A BONUS IN AN AMOUNT EQUAL TO 10% OF HIS ANNUAL BASE SALARY. SUCH BONUS, IF ANY, SHALL BE PAID TO EGAN WITHIN 30 DAYS AFTER COMPLETION OF THE AUDIT OF THE ASOLO REP'S FINANCIAL STATEMENTS FOR SUCH FISCAL YEAR." X 1 40729 NYSE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A COMMITTEE OF BOARD MEMBERS WHO REVIEW AND DISCUSS THE FORM 990 PRIOR TO ITS FILING. THE FORM IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C GOVERNANCE COMMITTEE MEETS REGULARLY AND REVIEWS POLICY AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A GOVERNANCE COMMITTEE MEETS TO REVIEW AND DISCUSS COMPENSATION FOR ARTISTIC PRODUCING DIRECTOR AND MANAGING DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ASOLO THEATRE, INC. PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: PARTNERSHIP GAINS -7,792. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE WERE NO CURRENT YEAR CHANGES TO THE AUDIT OVERSIGHT PROCESS.