2026-03-10T14:04:05-05:00 2025-06-30 261180446 THE MARSTON GROUP PLC 1661 INTERNATIONAL DRIVE SUITE 250 MEMPHIS TN 38120 990 2024-07-01 620693547 ARTSMEMPHIS ARTS 9015782787 575 S MENDENHALL ROAD MEMPHIS TN 38117 JULIE WIKLUND CFO 9015782787 2026-03-10 1 0 SUSAN M LATTIMORE P00834343 9017613003 2026-03-10 2024 2025-03-06 01:10:19Z JULIE WIKLUND 575 S MENDENHALL ROAD MEMPHIS TN 38117 2883229 0 X WWW.ARTSMEMPHIS.ORG X 1962 TN SUPPORTING THE ARTS TO STRENGTHEN THE MEMPHIS COMMUNITY. 25 25 9 115 0 0 2045309 1607691 0 0 135973 206229 152990 204074 2334272 2017994 2603794 1701406 0 0 695164 823092 0 0 623171 621156 564693 3920114 3089191 -1585842 -1071197 27849267 28806095 5767468 5896085 22081799 22910010 X SUPPORTING THE ARTS TO STRENGTHEN THE MEMPHIS COMMUNITY. 0 0 1509252 1191400 OPERATING SUPPORT GRANTS: ARTSMEMPHIS, THROUGH THIS CORNERSTONE GRANT PROGRAM, NURTURES SMALL, COMMUNITY-BASED ARTS ORGANIZATIONS AND SUPPORTS LARGER ORGANIZATIONS THAT CREATE THE SEEDS FOR NEW INITIATIVES AND LEND STABILITY TO THE OVERALL ARTS LANDSCAPE. ARTSMEMPHIS SEEKS TO ENABLE ALL EFFECTIVE ARTS ORGANIZATIONS TO SUCCEED. WE RECOGNIZE THAT UNRESTRICTED OPERATING SUPPORT IS THE MOST VALUABLE FUNDING THAT AN ARTS ORGANIZATION CAN RECEIVE AND THE MOST DIFFICULT TYPE OF FUNDING TO RAISE. 88675 70000 ARTSASSIST GRANTS: THESE ARE UNRESTRICTED GRANTS FOR ARTISTS, TO SUPPORT THE EXPANSION AND INNOVATION OF QUALITY ARTISTIC WORK. ARTSMEMPHIS RECOGNIZES THE RISK TAKING THAT IS NECESSARY TO ADVANCE AN ARTIST'S VISION, PRACTICE, AND ARTISTIC ACCOMPLISHMENTS. THE ARTSASSIST GRANT PROGRAM ENABLES ARTSMEMPHIS TO DEMONSTRATE THE VALUE OF ARTISTS' WORK TO OUR REGION BY SUPPORTING WORKING ARTISTS IN THEIR ARTISTIC PRACTICE. THIS PROGRAM CONTRIBUTES TO THE VITALITY OF OUR ARTISTIC COMMUNITY AND HELPS MEMPHIS ATTRACT AND RETAIN A VIBRANT CREATIVE CLASS. THROUGH THIS PROGRAM, WE HONOR THE WORK OF SEASONED ARTISTS, ADVANCE THE WORK OF MID-CAREER ARTISTS, AND NURTURE THE WORK OF EMERGING ARTISTS. 475046 375000 ENHANCEMENT GRANTS: THE PURPOSE OF THESE GRANTS, WHICH COME FROM A SPECIFIC FUND OF OUR ENDOWMENT, IS TO BUILD AN ORGANIZATION'S LONG-TERM CAPACITY, INCREASE LONG-TERM EARNED INCOME STREAMS, CATALYZE AND ASSIST AN ORGANIZATION IN GOING TO THE NEXT LEVEL, AND/OR FUND VENTURE CAPITAL/RISK-TAKING INITIATIVES WITH POTENTIAL FOR RETURN ON INVESTMENT AND BROAD COMMUNITY IMPACT. 82349 65006 PROJECT GRANTS: THESE GRANTS ARE GIVEN TO GRANTEES FOR SPECIFIC PROJECTS EXECUTED BY THE GRANTEES. THESE GRANTS INCLUDE:ARTSFIRST - (FUNDED BY FIRST HORIZON FOUNDATION AND ADMINISTERED BY ARTSMEMPHIS) - ARTSFIRST GRANTS ENRICH THE ARTS IN MEMPHIS. FUNDING IS DETERMINED BY A GRANT PANEL COMPOSED OF FIRST HORIZON FOUNDATION REPRESENTATIVES.ARTSZONE - (FUNDED BY AUTOZONE AND ADMINISTERED BY ARTSMEMPHIS) - ARTSZONE GRANTS ENRICH THE ARTS IN MEMPHIS. FUNDING IS DETERMINED BY A GRANT PANEL COMPOSED OF AUTOZONE REPRESENTATIVES.BELZ FAMILY FOUNDATION GRANTS - (FUNDED BY THE BELZ FOUNDATION)ARTS BUILD COMMUNITIES - (FUNDED BY TENNESSEE ARTS COMMISSION) - ABC GRANTS PROVIDE SUPPORT FOR PROJECTS THAT BROADEN ACCESS TO ARTS EXPERIENCES, ADDRESS COMMUNITY QUALITY OF LIFE ISSUES THROUGH THE ARTS, OR ENHANCE THE SUSTAINABILITY OF ASSET-BASED CULTURAL ENTERPRISES.FEDEX - (FUNDED BY FEDEX AND ADMINISTERED BY ARTSMEMPHIS) - FEDEX GRANTS ENRICH THE ARTS IN MEMPHIS. FUNDING IS DETERMINED BY A GRANT PANEL COMPOSED OF FEDEX REPRESENTATIVES.RECOVERY FUNDS - TO PROVIDE FUNDING AND PROGRAMS FOR INDIVIDUAL ARTISTS AND ARTS ORGANIZATIONS TO FACILITATE RECOVERY FROM THE COVID-19 PANDEMIC. 82349 65006 2155322 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 9 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X X JULIE WIKLUND 9015782787 575 S MENDENHALL MEMPHIS TN 38117 KATHY GALE UHLHORN MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 RUSS WIGGINTON SECRETARY, BOARD OF DIRECT 0.00 X X 0 0 0 PAT DANEHY MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 TROW GILLESPIE MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 MARY HOPKINS TREASURER, BOARD OF DIRECT 0.00 X X 0 0 0 BRUCE HOPKINS MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 JON MOOREHEAD CHAIR, BOARD OF DIRECTORS 0.00 X X 0 0 0 GARY WUNDERLICH MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 OSCAR ADAMS MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 BO ALLEN MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 CALVIN BIGGERS MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 MIKE CAMPANARO MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 KATE CONNELL MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 BOB CRADDOCK MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 MARTIN HAND VICE CHAIR, BOARD OF DIREC 0.00 X X 0 0 0 LOWRY HOWELL MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 RACHEL JACKSON MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 DIANNE MALL MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 REG PAIGE MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 KERA GETTER MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 JOHN BASS MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 CARL MOORE MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 BO WHITE MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 AUDSLEY CARR MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 JONATHAN HANCOCK MEMBER, BOARD OF DIRECTORS 0.00 X 0 0 0 TRACY LAURITZEN WRIGHT CHIEF OPERATING OFFICER 40.00 X 107681 0 0 JULIE WIKLUND CHIEF FINANCIAL OFFICER 40.00 X 95175 0 0 ELIZABETH ROUSE PRESIDENT, CEO 40.00 X 164814 0 0 367670 0 0 2 0 1 0 0 255897 1351794 1607691 117530 117530 888020 799321 88699 88699 88699 269988 65914 204074 204074 2017994 0 0 410303 1609256 1609256 92150 92150 367670 122508 89307 155855 336835 112233 81817 142785 21020 7004 5106 8910 46039 15340 11183 19516 51528 17169 12516 21843 26672 26672 3095 1031 752 1312 210540 105270 105270 7666 2555 1861 3250 73826 24599 17932 31295 3475 3475 15312 15312 40148 13378 9753 17017 5256 1751 1277 2228 DEVELOPMENT SUPPORT 87838 87838 EQUIPMENT MAINTENANCE 20963 6985 5092 8886 PRINTING 14413 4802 3501 6110 ADVOCACY FOR ART GROUPS 12949 12949 42540 6342 25142 11056 3089191 2155322 310698 623171 1034071 617466 171203 288654 7208 6415 483589 344003 235307 139586 26401478 27753974 27849267 28806095 61299 77930 89500 30195 43375 77040 5573294 5710920 5767468 5896085 X 15943106 16602338 6138693 6307672 22081799 22910010 27849267 28806095 -1071197 1712477 186932 0 X X 0 1 X 1 0 X 2446203 3240784 2743672 2045309 1607691 12083659 2446203 3240784 2743672 2045309 1607691 12083659 6306794 5776865 34514 71994 105867 85493 117530 415398 12499057 0.46220 0.49860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 26401478 2369601 681460 335645 27753974 25593063 1771078 644984 317679 26401478 21724927 2500000 2016439 434363 213940 25593063 21981721 2494385 -1923795 551617 275767 21724927 17101532 5901112 680649 340274 21981721 0.80000 0.00000 0.20000 0 0 362465 251325 111140 48955 34534 14421 72169 58144 14025 139586 OTHER SECURITIES 27753974 F 27753974 ASSETS HELD FOR OTHER ORGANIZATIONS 5580263 CAPITAL LEASE OBLIGATION 130657 5710920 X 3983317 1712477 186932 65914 1965323 2017994 0 2017994 3155106 65914 65914 3089192 0 3089192 PART X, LINE 2: CONTENTS OF FOOTNOTE TO AUDITED FINANCIAL STATEMENTS: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO FEDERAL INCOME TAX UNDER PRESENT INCOME TAX LAWS. IN ACCORDANCE WITH U.S. GAAP, IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN OPERATING EXPENSE. NO AMOUNTS HAVE BEEN RECOGNIZED IN EXPENSES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. INFORMATIONAL TAX RETURNS FOR 2021 AND SUBSEQUENT YEARS ARE SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECON. ITEM RELATED TO ANNUAL FUNDRAISER THAT DIRECTLY SUPPORT ARTS ORGS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECON. ITEM RELATED TO ANNUAL FUNDRAISER THAT DIRECTLY SUPPORT ARTS ORGS. CONSERVATION THROUGH ART 269988 269988 65914 269988 269988 65914 65914 204074 1 ANGEL STREET PO BOX 93 CORDOVA TN 38088 812072853 501(C)(3) 21500 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY ARKWINGS FOUNDATION 2034 JAMES ROAD MEMPHIS TN 38127 522404929 501(C)(3) 7500 0 OPERATING SUPPORT ARTIST FOR COMMUNITY TRANSFORMATION INTL INC PO BOX 1966 BRENTWOOD TN 37024 262966063 501(C)(3) 17500 0 OPERATING SUPPORT BALLET MEMPHIS 2144 MADISON AVE MEMPHIS TN 38104 621018942 501(C)(3) 63000 0 OPERATING SUPPORT BEALE STREET CARAVAN 126 BEALE ST MEMPHIS TN 38103 621831745 501(C)(3) 6400 0 OPERATING SUPPORT BLUES CITY CULTURAL CENTER 1254 EAST SHELBY DRIVE SUITE 1227 MEMPHIS TN 38116 581396725 501(C)(3) 7000 0 OPERATING SUPPORT CARPENTER ART GARDEN 295 CARPENTER STREET MEMPHIS TN 38112 822322015 501(C)(3) 21000 0 OPERATING SUPPORT CAZATEATRO BILINGUAL THEATRE GROUP 6041 MOUNT MORIAH EXTENDED SUITE 16 MEMPHIS TN 38115 465700382 501(C)(3) 22550 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY CIRCUIT PLAYHOUSE INC 66 S COOPER STREET MEMPHIS TN 38104 237185772 501(C)(3) 59000 0 OPERATING SUPPORT COLLAGE DANCE COLLECTIVE 505 TILLMAN STREET SUITE 102 MEMPHIS TN 38112 205888512 501(C)(3) 61000 0 OPERATING SUPPORT CONTEMPORARY ARTS MEMPHIS 652 MARSHALL AVE MEMPHIS TN 38103 883444325 501(C)(3) 10800 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY CREATIVE AGING MEMPHIS 2029 PEABODY AVENUE MEMPHIS TN 38104 270070615 501(C)(3) 17750 0 OPERATING SUPPORT CROSSTOWN ARTS 1350 CONCOURSE AVENUE SUITE 280 MEMPHIS TN 38104 271876711 501(C)(3) 25100 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY CROSSTOWN RADIO PARTNERSHIP 1350 CONCOURSE AVENUE SUITE 160 MEMPHIS TN 38104 843681384 501(C)(3) 15695 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY GERMANTOWN COMMUNITY THEATRE 3037 FORREST HILL IRENE RD GERMANTOWN TN 38138 620903617 501(C)(3) 11500 0 OPERATING SUPPORT GERMANTOWN PERFORMING ARTS CENTER 1801 EXETER RD GERMANTOWN TN 38138 581652763 501(C)(3) 20000 0 OPERATING SUPPORT HATTILOO THEATRE 656 MARSHALL MEMPHIS TN 38103 204225394 501(C)(3) 34000 0 OPERATING SUPPORT HISTORIC CLAYBORN TEMPLE 294 HERNANDO ST MEMPHIS TN 38126 832421711 501(C)(3) 7000 0 OPERATING SUPPORT INDIE MEMPHIS 1910 MADISON AVENUE MEMPHIS TN 38104 262165160 501(C)(3) 19000 0 OPERATING SUPPORT IRIS ORCHESTRA 1801 EXETER RD MEMPHIS TN 38138 204091251 501(C)(3) 21000 0 OPERATING SUPPORT MEMPHIS BROOKS MUSEUM OF ART 1934 POPLAR AVENUE MEMPHIS TN 38104 626063304 501(C)(3) 381000 0 OPERATING SUPPORT & ENHANCEMENT MEMPHIS CHORALARTS PO BOX 11585 MEMPHIS TN 38111 263692795 501(C)(3) 9000 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY MEMPHIS JAZZ WORKSHOP (LEEJAZZOMEGA INC) PO BOX 11461 MEMPHIS TN 38111 475484321 501(C)(3) 18500 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY MEMPHIS ROCK 'N' SOUL MUSEUEM 191 BEALE STREET MEMPHIS TN 38103 621632202 501(C)(3) 18750 0 OPERATING SUPPORT MEMPHIS SYMPHONY ORCHESTRA 610 GOODMAN STREET MEMPHIS TN 38152 626015885 501(C)(3) 62500 0 OPERATING SUPPORT MEMPHIS YOUTH SYMPHONY PROGRAM 66 S COOPER ST SUITE 509 MEMPHIS TN 38104 203746927 501(C)(3) 14750 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY METAL MUSEUM INC 374 METAL MUSEUEM DRIVE MEMPHIS TN 38106 621066198 501(C)(3) 116000 0 OPERATING SUPPORT & ENHANCEMENT MUSIC EXPORT MEMPHIS 56 S FRONT STREET 3RD FLOOR MEMPHIS TN 38103 822214830 501(C)(3) 12000 0 OPERATING SUPPORT NEW BALLET ENSEMBLE AND SCHOOL 2157 YORK AVENUE MEMPHIS TN 38104 621866526 501(C)(3) 55500 0 OPERATING SUPPORT NEW DAY CHILDREN'S THEATRE 4670 MERCHANTS PARK CIRCLE SUITE 626 COLLIERVILLE TN 38017 743159525 501(C)(3) 11000 0 OPERATING SUPPORT ON LOCATION MEMPHIS 5050 POPLAR AVE STE 2406 MEMPHIS TN 38157 621709601 501(C)(3) 10000 0 OPERATING SUPPORT OPERA MEMPHIS 6745 WOLF RIVER BLVD MEMPHIS TN 38120 620785544 501(C)(3) 82750 0 OPERATING SUPPORT ORPHEUM THEATRE GROUP 203 S MAIN ST MEMPHIS TN 38103 620983983 501(C)(3) 23000 0 OPERATING SUPPORT OVERTON PARK SHELL 1928 POPLAR AVE MEMPHIS TN 38104 743145100 501(C)(3) 28500 0 OPERATING SUPPORT PERFECTING GIFTS INCORPORATED 3180 OLD GETWELL RD MEMPHIS TN 38118 814003603 501(C)(3) 20200 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY PLAYBACK MEMPHIS 1000 COOPER STREET MEMPHIS TN 38104 300527070 501(C)(3) 16000 0 OPERATING SUPPORT PRINCETON JAMES PROJECT 2540 BROAD AVE APT 124 MEMPHIS TN 38112 834137814 501(C)(3) 6250 0 OPERATING SUPPORT PRIZM ENSEMBLE PO BOX 171361 MEMPHIS TN 38187 453735871 501(C)(3) 18000 0 OPERATING SUPPORT RIVERARTSFEST INC PO BOX 40001 MEMPHIS TN 38174 454274813 501(C)(3) 12300 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY SOULSVILLE FOUNDATION 926 E MCLEMORE MEMPHIS TN 38106 621719414 501(C)(3) 81000 0 OPERATING SUPPORT TENNESSEE SHAKESPEARE CO 7950 TRINITY RD CORDOVA TN 38018 262113887 501(C)(3) 20500 0 OPERATING SUPPORT THE BLUES FOUNDATION 421 SOUTH MAIN MEMPHIS TN 38103 621083757 501(C)(3) 18500 0 OPERATING SUPPORT THEATRE MEMPHIS 630 PERKINS EXT MEMPHIS TN 38117 620418732 501(C)(3) 48000 0 OPERATING SUPPORT THEATREWORKSEVERGREEN 1906 COURT AVE MEMPHIS TN 38104 581364867 501(C)(3) 7500 0 OPERATING SUPPORT URBAN ART COMMISSION 422 N CLEVELAND ST MEMPHIS TN 38104 621791387 501(C)(3) 16000 0 OPERATING SUPPORT YOUNG ACTORS GUILD INC 619 N 7TH ST MEMPHIS TN 38107 621813001 501(C)(3) 21000 0 OPERATING SUPPORT & ARTS BUILDS COMMUNITY GRANTS TO VISUAL ARTISTS IN SHELBY COUNTY, TENNESSEE. 24 92150 PART I, LINE 2: THE ORGANIZATION REQUIRES NARRATIVE AND FINANCIAL REPORTS FROM THE GRANT RECIPIENTS. SOME GRANTS ARE PAID IN INSTALLMENTS AND PAYMENTS ARE WITHHELD IF THE REPORTING REQUIREMENTS HAVE NOT BEEN MET. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH ROUSE PRESIDENT, CEO 164814 0 0 0 0 0 0 0 0 0 164814 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO AND CFO OF THE ORGANIZATION AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO ITS FINALIZATION BY THE OUTSIDE ACCOUNTANT WHO PREPARES THE RETURN. ALL QUESTIONS ARE CLEARED BEFORE THE RETURN IS RELEASED. FORM 990, PART VI, SECTION B, LINE 12C THE CFO DISTRIBUTES THE CONFLICT OF INTEREST POLICY ANNUALLY TO ALL BOARD MEMBERS. ALL MEMBERS RETURN A SIGNED FORM TO THE CFO. ANY IDENTIFIED POTENTIAL CONFLICT IS INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO APPROVED BY THE EXECUTIVE COMMITTEE. COMPARABLE SALARY DATA IS OBTAINED FROM OTHER AGENCIES AND TRADE PUBLICATIONS. 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 EITHER WRITTEN OR VERBAL REQUEST. FORM 990, PART XI, LINE 2(C) THE ENTITY MAINTAINS A FINANCE COMMITTEE THAT REVIEWS THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WITH THE OUTSIDE AUDITOR BEFORE THEIR RELEASE. THIS POLICY IS CONSISTENT WITH PRIOR YEARS.