2026-04-14T13:07:04-05:00 2025-05-31 351515068 MONROE SHINE & CO INC CPA'S PO BOX 22039 LOUISVILLE KY 402529804 990 2024-06-01 610466715 STAGEONE FAMILY THEATRE INC STAG 5024982436 1129 PAYNE ST LOUISVILLE KY 40204 ANDREW HARRIS PRODUCING ARTISTIC DIRECTOR 5024982436 2026-04-13 1 0 JEREMY M FINN CPA P00814819 5024230311 2024 2025-03-06 01:10:19Z STAGE ONE ANDREW HARRIS 1129 PAYNE ST LOUISVILLE KY 40204 2045016 0 X WWW.STAGEONE.ORG X 1948 KY STAGEONE FAMILY THEATRE ENGAGES CHILDREN AND THEIR COMMUNITIES THROUGH PROFESSIONAL LIVE THEATRE PRODUCTIONS, EDUCATIONAL I-SCHOOL PROGRAMMING, AND EXTRACURRICULAR THEATRE CAMPS AND CLASSES. 23 23 95 30 0 0 718663 1295790 405625 732805 9465 -19 5880 7465 1139633 2036041 0 0 0 0 879164 1066029 19650 27225 70518 734712 822900 1633526 1916154 -493893 119887 1053173 1485755 963311 1276006 89862 209749 STAGEONE FAMILY THEATRE FOSTERS EMPATHY AND SPARKS THE IMAGINATION OF CHILDREN AND THEIR COMMUNITIES THROUGH THE TRANSFORMATIVE POWER OF LIVE THEATRE 0 0 654861 332702 STAGEONE FAMILY THEATRE SERVES THE REGION'S CHILDREN, TEACHERS, AND FAMILIES BY PROVIDING HIGH QUALITY, ENTERTAINING, AND PROFESSIONAL THEATRE FOR YOUNG AUDIENCES AND BY FOSTERING AN APPRECIATION OF THE ARTS THAT DEVELOPS THE WHOLE CHILD, SUPPORTS THE LEARNING ENVIRONMENT, AND BUILDS STRONG FAMILY BONDS. BOTH ON STAGE AND IN THE CLASSROOM, STAGEONE HAS FOR DECADES, BEEN A KEY PARTNER WITH AREA SCHOOL SYSTEMS IN PROVIDING TENS OF THOUSANDS OF YOUNG PEOPLE THEIR FIRST PERFORMING ARTS EXPERIENCE, MANY AT NO COST, SUPPORTING CHILDREN'S AND FAMILY THEATRE IN THE GREATER LOUISVILLE, KENTUCKY AREA. APPROXIMATELY, 34,551 STUDENTS AND FAMILES ATTENDED IN-PERSON THEATRICAL PRODUCTIONS OF THE TEN STAGED PRODUCTIONS, 23 IN-SCHOOL TOURS AND ELEVEN INTERACTIVE STORYTELLING PERFORMANCES FOR PRESCHOOL AGED YOUTH. 525153 415210 STAGEONE PROVIDES IN-SCHOOL RESIDENCIES THAT PROVIDE ARTS-INTEGRATED INSTRUCTION TO COMPLETE CORE CURRICULUM AND MEET STATE EDUCATIONAL STANDARDS. EACH RESIDENCY OR PERFORMANCE IS CUSTOMIZED TO MEET THE NEEDS OF THE SCHOOL AND THE STUDENTS. 6,450 PERSONS WERE SERVED THOUGH EDUCATIONAL WORKSHOPS AND CLASSES IN 2025. STAGEONE DRAMAWORKS AND WALDEN CONSERVATORY CLASSES PROVIDED THEATRICAL INSTRUCTION IN ACTING, SINGING, DANCING, MOVIE-MAKING, AND TECHNICAL THEATRE TO APPRX 808 STUDENTS DURING THE SUMMER AND AFTER-SCHOOL, PROVDING ADDITIONAL ENRICHMENT OPPORTUNITIES AND PERFORMANCE-BASED CAMPS. 1180014 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 20 0 1 95 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 KY X X KELLYE SCHALCK 5024982436 1129 PAYNE ST LOUISVILLE KY 40204 JIMICA HOWARD BOARD MEMBER 1.00 0.00 X 0 0 0 LEAH PETROKUBI BOARD MEMBER 1.00 0.00 X 0 0 0 CATHY COLLIVER CHAIRPERSON 4.00 0.00 X X 0 0 0 ANGIE BUCKLER EXECUTIVE COMMITTEE 1.00 0.00 X X 0 0 0 JOHN SELENT EXECUTIVE COMMITTEE 1.00 0.00 X X 0 0 0 JIMI FITCH EXECUTIVE COMMITTEE 1.00 0.00 X X 0 0 0 PATTI CLARE CHAIRPERSON 1.00 0.00 X X 0 0 0 ELIZABETH ZIMMERMAN EXECUTIVE COMMITTEE 1.00 0.00 X X 0 0 0 JOHN ESCOSA SECRETARY 1.00 0.00 X X 0 0 0 KATHY CAMPBELL EXECUTIVE COMMITTEE 1.00 0.00 X X 0 0 0 CHRISTOPHER HILBERT BOARD MEMBER 1.00 0.00 X 0 0 0 MARK GOMSAK BOARD MEMBER 1.00 0.00 X 0 0 0 BRAD KEETON BOARD MEMBER 1.00 0.00 X 0 0 0 MARKUS WINKLER BOARD MEMBER 1.00 0.00 X 0 0 0 KYLE MERKLE BOARD MEMBER 1.00 0.00 X 0 0 0 MEGAN CLEVELAND BOARD MEMBER 1.00 0.00 X 0 0 0 ALINA KLIMKINA BOARD MEMBER 1.00 0.00 X 0 0 0 TRICIA LISTER BOARD MEMBER 1.00 0.00 X 0 0 0 TAMEKKA CORNELIUS BOARD MEMBER 1.00 0.00 X 0 0 0 ANNIE DUTTON BOARD MEMBER 1.00 0.00 X 0 0 0 SHARON YOWELL BOARD MEMBER 1.00 0.00 X 0 0 0 JANE PRIZANT BOARD MEMBER 1.00 0.00 X 0 0 0 ANGIE TOBIAS BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW HARRIS PRODUCING ARTISTIC DIRECTOR 50.00 0.00 X 104999 0 19124 104999 0 19124 1 0 0 0 0 28049 220706 1047035 1295790 EDUCATIONAL PROGRAMS 900099 415210 415210 PRODUCTIONS 900099 312364 312364 MEMBERSHIP REVENUE 900099 5231 5231 732805 632 632 4170 0 4170 4170 4170 651 -651 -651 -651 0 28049 7642 -7642 -7642 2651 682 1969 1969 MISCELLANEOUS INCOME 900099 8968 8968 8968 2036041 747912 0 -7661 105000 63000 36750 5250 785387 567648 199806 17933 98209 54725 42002 1482 77433 54846 20574 2013 54007 42007 12000 65861 65861 27225 27225 144479 115189 29290 15080 671 13070 1339 28503 19658 7880 965 12288 1386 10902 33432 33432 214367 152613 61754 9034 7074 642 1318 34342 2043 32299 42396 29677 12719 46480 46480 REPAIRS & MAINTENANCE 54976 47377 7599 CREDIT CARD AND SERVICE 26585 4762 21823 PRODUCTION COSTS 23900 23434 466 MISCELLANEOUS 11187 2339 8311 537 5983 140 5387 456 1916154 1180014 665622 70518 504263 200177 20212 20455 103167 64221 11080 0 15482 30917 1185343 236937 95110 948406 303859 221579 1053173 1485755 56551 123783 67542 175070 76786 839218 900367 963311 1276006 X -22575 171392 112437 38357 89862 209749 1053173 1485755 119887 0 X X 0 1 X 1 0 X 1014826 938100 837616 718663 1295790 4804995 1014826 938100 837616 718663 1295790 4804995 433395 4371600 2020 2698 1995 2015 632 9360 15793 15793 40662 252 40914 4871062 0.89750 0.87500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89700 89700 800300 20521 779779 48248 35409 12839 113661 93734 19927 133434 87273 46161 948406 RIGHT OF USE OPERATING LEASE ASSET 221579 221579 ECONOMIC INJURY DISASTER LOAN 650000 OPERATING LEASE LIABILITY 221579 FINANCE LEASE LIABILITY 28788 900367 X 2036723 0 2036723 -682 -682 2036041 1916836 682 682 1916154 0 1916154 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT PROVIDE FOR INCOME TAXES. THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF MAY 31, 2025, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FEDERAL FORM 990. THE ORGANIZATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -682. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 682. X X X X X X 1 BMP CONSULTING 4306 CHURCHILL RD LOUISVILLE KY 40207 GRANT SOLICITATION 0 505026 27225 477801 505026 27225 477801 FALL FESTIVAL 1016 1016 447 27033 27033 7050 28049 28049 7497 7497 -7497 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRODUCING ARTISTIC DIRECTOR AND CERTAIN BOARD MEMBERS AS DEEMED NECESSARY PRIOR TO ITS FILING. THE FORM 990 IS PROVIDED TO THE ENTIRE GOVERNING BODY FOR REVIEW, IF POSSIBLE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN OFF THAT THEY HAVE READ AND ARE FAMILIAR WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND ARE REQUIRED TO DISCLOSE ANY KNOWN CONFLICTS OF INTEREST. THE ORGANIZATION HAS IMPLEMENTED A PROCESS OF SOLICITING BIDS FROM UNAFFILIATED VENDORS (SUCH AS INSURANCE) FOR EVALUATION BY THE EXECUTIVE COMMITTEE AND COMPARISON TO THAT SUBMITTED BY BOARD MEMBERS IN CASES WHERE A MEMBER OF THE BOARD PROPOSES TO PROVIDE GOODS OR SERVICES TO THE ORGANIZATION. NO SUCH BID WAS SUBMITTED BY A MEMBER OF THE BOARD IN 2025. DUE TO THE SMALL NUMBER OF KEY EMPLOYEES IN THE ORGANIZATION, MONITORING IS PERFORMED ON AN INFORMAL BASIS THROUGH THE CLOSE CONTACT WITH AND ACTIVE PARTICIPATION BY THE OFFICERS OF THE BOARD OF DIRECTORS WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE PRODUCING ARTISTIC DIRECTOR'S COMPENSATION WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD AFTER REVIEWING INDUSTRY COMPARABILITY DATA FOR THEATRE GROUPS OF SIMILAR SIZE AROUND THE COUNTRY. THE PROCESS WAS NOT DOCUMENTED, HOWEVER, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PRODUCING ARTISTIC DIRECTOR'S PERFORMANCE AND COMPENSATION IN APRIL OR MAY OF EACH YEAR AT THE TIME THE BUDGET FOR THE ENSUING FISCAL YEAR IS BEING REVIEWED. THE EXECUTIVE COMMITTEE ESTABLISHES PERFORMANCE GOALS FOR THE PRODUCING ARTISTIC DIRECTOR WHICH ARE COMMITTED TO IN WRITING. THE PRODUCING ARTISTIC DIRECTOR USES INDUSTRY COMPARABILITY DATA, AMONG OTHER THINGS, TO DETERMINE COMPENSATION FOR DEPARTMENT HEADS. THE ORGANIZATION UTILIZES AN EMPLOYEE EVALUATION REGIME WHICH FACTORS INTO THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE, CHAIRED BY THE TREASURER, WILL ENSURE THAT THE ORGANIZATION IS COMPLIANT WITH ALL NECESSARY REGULATORY, ACCOUNTING AND FINANCIAL STANDARDS AND PRACTICES, AND WILL APPOINT AND APPROVE EXTERNAL AUDITORS.