Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 187,299 | 295,013 | 166,499 | 153,514 | 117,481 | 919,806 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 137,234 | 115,433 | 37,373 | 65,474 | 34,712 | 390,226 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 324,533 | 410,446 | 203,872 | 218,988 | 152,193 | 1,310,032 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | 1,310,032 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 324,533 | 410,446 | 203,872 | 218,988 | 152,193 | 1,310,032 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3 | 3 | ||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 3 | 3 | ||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 324,536 | 410,446 | 203,872 | 218,988 | 152,193 | 1,310,035 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO ENRICH THE CULTURAL LANDSCAPE OF THE REGION THROUGH THE PRESENTATION OF SHAKESPEARE, CLASSICALLY-INSPIRED AND CULTURALLY SIGNIFICANT WORKS, AND TO PROVIDE EDUCATIONAL AND TRAINING OPPORTUNITIES THROUGH WORKSHOPS, SEMINARS, COMMUNITY FESTIVALS AND HANDS-ON PARTICIPATION IN THE CREATION AND EXECUTION OF THEATRICAL WORKS. |
| FORM 990, PAGE 2, PART III, LINE 4A | HERE IS A CURRENT LIST OF NEW AND ESTABLISHED PROGRAMS: SUMMER SHAKESPEARE FESTIVAL ANNUALLY, SWW WELCOMES A PROFESSIONAL TOUR FROM AN ESTABLISHED COMPANY. THIS YEAR, WE BROUGHT THE SEATTLE SHAKESPEARE COMPANY TO TOWN FOR A WEEK- LONG PRODUCTION OF "AS YOU LIKE IT," PERFORMED AT THE GESA POWER HOUSE THEATRE. FOUR-DAY SCHOOL RESIDENCY "LIVING WITH SHAKESPEARE" STUDENTS LEARN ABOUT THE WORKS AND WORLD OF THE GREAT MASTER, WILLIAM SHAKESPEARE, WITH INTERACTIVE ON-YOUR-FEET LEARNING. DESIGNED FOR 7TH AND 9TH GRADERS, THIS PROGRAM MEETS CORE REQUIREMENTS. STUDENTS LEARN ABOUT HISTORY, CULTURE AND THE MAGIC OF LANGUAGE BY EXCHANGING ELIZABETHAN INSULTS, DANCING, STAGE COMBAT AND COMPARING SHAKESPEARE TO MODERN HIP-HOP LYRICS (THEY AREN'T SO DIFFERENT). LOCALLY HIRED AND TRAINED TEACHING ARTISTS COME FROM AREA COLLEGES AND THE COMMUNITY. STUDENTS ARE BUSSED TO THE GESA POWER HOUSE THEATRE TO SEE A LIVE PRODUCTION OF ROMEO & JULIET. PARTNERS: WW PUBLIC SCHOOLS, TOUCHET, LOWDEN, WAITSBURG, PRESCOTT, HERMISTON, MILTON-FREEWATER, PENDLETON, MESA AND TRI-CITY SCHOOLS. ANTI-BULLYING AND SHAKESPEARE - NEW USING SHAKESPEARE, STUDENTS IN GRADES 5 -8, ARE ENGAGED ON THE SUBJECT OF BULLYING. STUDENTS WATCH A LIVE 50-MINUTE PERFORMANCE OF SHAKESPEARE'S TWELFTH NIGHT, AND THEN TEACHING ARTISTS ENTER CLASSROOMS AND CONDUCT WORKSHOPS. THIS PROGRAM HAS RECEIVED NATIONAL RECOGNITION AND REACHED MORE THAN 52,000 COLORADO SCHOOL CHILDREN. THE CURRICULUM WAS GIFTED TO SWW BY THE UNIVERSITY OF COLORADO AND IS CURRENTLY IN REHEARSAL TO LAUNCH IN MAY 2015. PARTNER: PUBLIC SCHOOLS, WASHINGTON STATE ARTS COMMISSION, MACY FOUNDATION. SUMMER THEATER CAMP - NEW IN 2015 IN PARTNERSHIP WITH THE CITY OF WW, AND WW COMMUNITY FOUNDATION, SWW LAUNCHED IN SUMMER OF 2015 THEATER CAMP FOR KIDS AND ADULTS. CAMP COURSE INCLUDE A THREE-WEEK MUSICAL THEATER WORKSHOP (CULMINATING IN PUBLIC PERFORMANCE), SHAKESPEARE CAMP (CULMINATING IN A PUBLIC PERFORMANCE) AND A SECTION ON IMPROVISATION. AFTER A RESOUNDING FIRST YEAR SUCCESS, IN 2016 WE WILL ADD A SPANISH LANGUAGE THEATER CAMP AND EXPAND THE AGE RANGES OF THE CAMPS OFFERED. PARTNERS: CITY OF WW, WW PARKS DEPARTMENT, WW COMMUNITY COLLEGE, FRIENDS OF CHILDREN OF WW, BMAC. FIESTAS PATRIAS - SEPTEMBER 20, 2014- NEW PARTNERING WITH THE WW PUBLIC SCHOOL DISTRICT, FIESTAS PATRIAS WAS CELEBRATED AT THE GESA POWER HOUSE THEATRE WITH A CONCERT FEATURING THE ACCLAIMED WENATCHEE MARIACHI AND OUR OWN WW BALLET FOLKLORICO. THIS CONCERT, IN CONJUNCTION WITH THE DIA DE LOS MUERTOS, RAISED OVER 5000, WHICH FUNDS WERE SHARED BY SWW EDUCATION AND THE BALLET FOLKLORICO PROGRAM BEGUN THIS YEAR AT GARRISON AND PIONEER MIDDLE SCHOOLS. THIS CONCERT WILL BE AN ANNUAL EVENT. 10-2014/ 10-2015 - ANNUAL DIA DE LOS MUERTOS (DDLM) STREET FESTVIAL CELEBRATING HISPANIC CULTURE WITH A WEEKEND OF FREE MUSIC, DANCE, THEATER, FOOD, ART AND INTERACTIVE PROJECTS, THE ANNUAL DDLM ATTRACTED 3,000+ PARTICIPANTS IN 2014, AND BROUGHT TOGETHER 20+ COMMUNITY GROUPS. PARTNERS: SWW, WHITMAN COLLEGE ART DEPARTMENT, WW PUBLIC SCHOOL DISTRICT, WAHI LATINO CLUB, LINCOLN HIGH, COMMITMENT TO COMMUNITY, BMAC, CITY OF WW, DOWNTOWN WW FOUNDATION, TOURISM WW, WW SOCCER LEAGUE, WW PUBLIC LIBRARY AND ART WALLA, WW COMMUNITY COLLEGE, PASCO HIGH SCHOOL. SWW PRESENTS DUAL LANGUAGE THEATER "SEARCHING FOR ATZLAN." APRIL 16, 2015, SWW BRINGS BACK THE MILAGRO THEATRE COMPANY TO PERFORM A DUAL-LANGUAGE PRODUCTION. ACTORS TELL THE STORY ARTFULLY SWITCHING BACK AND FORTH BETWEEN LANGUAGES, SO EVERYONE FOLLOWS ALONG. FREE AND LOW-COST TICKETS ARE AVAILABLE FOR ADVOCACY GROUPS, STUDENTS AND FACULTY. DUAL LANGUAGE THEATER HAS BECOME AN INTEGRAL PART OF OUR PROGRAMMING. SWW PRESENTS "MASTERS SERIES" - EDUCATION AND ART COME TOGETHER. NEW WORKING WITH WORLD-CLASS TOURING ARTISTS WITH STRONG EDUCATIONAL COMPONENTS, SWW LAUNCHES THIS NEW SERIES WITH THE MIRARI BRASS QUINTET, MAY 19, WITH A FREE MASTER CLASS FOR STUDENTS AND A PUBLIC PERFORMANCE. SEPTEMBER 2015, THE GUY MENDILOW ENSEMBLE BRINGS SAPHARDIC-SPANISH WORLD MUSIC TO THE STAGE, AND WILL PERFORM WITH THE WAHI CHORUS, AND THE WW VALLEY ACADEMY STRING ENSEMBLE. WHITMAN COLLEGE MUSIC MAJORS WILL CONDUCT THE HIGH SCHOOL GROUPS. MARCH 2016, REPERTORY DANCE THEATRE WILL BE IN TOWN FOR A FIVE-DAY RESIDENCY WITH MULTIPLE AND VARIED OUTREACH TO AREA SCHOOLS, CULMINATING IN A PUBLIC PERFORMANCE AT CORDINER HALL, IN PARTNERSHIP WITH MEMBERS OF THE WALLA WALLA SYMPHONY. PARTNERS: WW UNIVERSITY, WALLA WALLA VALLEY ACADEMY, WW SYMPHONY, WW HIGH SCHOOL, WW PUBLIC SCHOOL DISTRICT. TARGET WORKSHOP PARTICIPANTS: JUBILEE LEADERSHIP ACADEMY, WW PUBLIC SCHOOLS, COLLEGE PLACE PUBLIC SCHOOLS, VISTA HERMOSA, PASCO SCHOOL DISTRICT, MILTON-FREEWATER SCHOOLS. SWW PRESENTS "WORKS IN PROGRESS" - NEW, ORIGNAL WORKS. NEW "WORKS IN PROGRESS" OFFERS STAGED READINGS OF NEW, ORIGINAL WORKS BY LOCAL, REGIONAL AUTHORS. OUR SPRING 2015 OFFERING, "A GAY S.D.A. PLAY," BY LOCAL AUTHOR BRADLEY NELSON CREATED WIDESPREAD CONVERSATION, FEATURED IN A FIVE- PART SERIES IN THE UNION BULLETIN AND HAS BEEN DISCUSSED NATIONALLY WITHIN THE SEVENTH DAY ADVENTIST COMMUNITY. IN JANUARY 2016, WE PREMIERE AN ASTOUNDING PLAY, AUSCHWITZ AND AFTER, BY PROFESSOR EMERITUS PATRICK HENRY OF WHITMAN COLLEGE, DIRECTED BY PROFESSOR EMERITUS NANCY SIMON, AND FEATURING A CAST OF 12 WOMEN. BASED ON THE HISTORICAL BOOK OF THE SAME NAME, THIS PLAY IS A FIRST-PERSON REAL LIFE ACCOUNT OF A GROUP OF FRENCH WOMEN WHO SURVIVED THE HOLOCAUST BY BANDING TOGETHER. WORKS IN PROGRESS PERFORMANCES ARE FOLLOWED BY AN AUDIENCE DISCUSSION WITH THE AUTHOR, AND ALL PERFORMANCES ARE FREE FOR STUDENTS, HALF PRICE FOR FACULTY AND EMPLOYEES OF ANY SCHOOL DISTRICT. THE MILTON PROJECT - A TWO YEAR PARTNERSHIP WITH PEARL|DAMOUR AND THE CITY OF M-F. NEW PEARL|DAMOUR BRING THEIR ARTISTRY AND SKILL FROM NEW YORK CITY TO CONDUCT A TWO-YEAR PROJECT WITH THE CITIZENS OF MILTON-FREEWATER. USING PUBLIC EVENTS, FESTIVALS, PRODUCTIONS, EXHIBITS, EDUCATION OUTREACH AND COMMUNITY ENGAGEMENT, THE MILTON PROJECT WILL HELP THE CITY TO IDENTIFY AND COALESCE AROUND THEIR CULTURAL ASPECTS. THIS PROJECT IS TRAVELLING THE UNITED STATES TARGETING THE SIX SMALL TOWNS NAMED "MILTON." SWW HAS ENGAGED IN A TWO YEAR CONTRACT TO HELP TEACH IN THE MILTON SCHOOLS, AND PREPARE STUDENTS TO PARTICIPATE IN TWO MAJOR CULTURAL FESTIVALS, DIA DE LOS MUERTOS AND CINCO DE MAYO. |
| FORM 990, PAGE 6, PART VI, LINE 2 | WALLA WALLA FOUNDRY/FOUNDRY VINEYAR MARK ANDERSON OWNER V PRESIDENT BUSINESS RELATIONSHIP POWER HOUSE THEATRE, LLC MARK ANDERSON OWNER V PRESIDENT BUSINESS RELATIONSHIP POWER HOUSE THEATRE, LLC DENNIS LEDFORD OWNER PRESIDENT BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS ARE FURNISHED WITH A COPY OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | SHAKESPEARE UNCORK'D WALLA WALLA HAS A CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF DIRECTORS. DECISIONS REGARDING FINANCIAL & POLICY ISSUES RELATED TO THE POWERHOUSE THEATRE ARE UNDERSTOOD TO BE POTENTIAL CONFLICTS OF INTEREST. DENNIS LEDFORD AND MARK ANDERSON ARE RECUSED FROM THE BOARD OF DIRECTORS FOR ANY DECISIONS RELATED TO RELATED PARTY TOPICS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST AT 218 W MAIN ST, WALLA WALLA, WA 99362 |
| FORM 990, PART IX, LINE 24E | HOSPITALITY 2,654 0 0 DONATIONS 2,216 0 0 MERCHANT FEES 2,156 0 0 FACILITIES 1,800 0 0 APPAREL 1,457 0 0 EXPENSE ACCOUNTS 0 1,389 0 SUPPLIES 1,162 0 0 B&O & EXCISE TAXES 1,036 0 0 CATERING 1,028 0 0 OTHER 983 0 0 MEMBER DUES 614 0 0 TICKETING 608 0 0 PHONES 471 0 0 WINE 466 0 0 OTHER CONCESSIONS 284 0 0 LIGHTING 224 0 0 SOFTWARE 207 0 0 COSTUMES 72 0 0 PROPS 67 0 0 OTHER ADMINISTRATIVE EXP 15 0 0 |
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