Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 941,528 | 985,797 | 1,646,119 | 976,985 | 1,379,081 | 5,929,510 |
| 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 | 992,088 | 1,338,508 | 1,339,184 | 1,626,664 | 1,701,716 | 6,998,160 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | |||||
| 6 | Total. Add lines 1 through 5 | 1,933,616 | 2,324,305 | 2,985,303 | 2,603,649 | 3,080,797 | 12,927,670 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 119,495 | 90,121 | 300,651 | 510,267 | ||
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 119,495 | 90,121 | 300,651 | 510,267 | ||
| 8 | Public support. (Subtract line 7c from line 6.) | 12,417,403 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,933,616 | 2,324,305 | 2,985,303 | 2,603,649 | 3,080,797 | 12,927,670 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 1,402 | 134 | 207 | 214 | 274 | 2,231 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 1,402 | 134 | 207 | 214 | 274 | 2,231 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 31,967 | 65,694 | 107,168 | 336,069 | 139,800 | 680,698 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,966,985 | 2,390,133 | 3,092,678 | 2,939,932 | 3,220,871 | 13,610,599 |
| 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) |
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| 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 | ||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | 17005038 |
| Software Version: | 2017v2.2 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Client Note 1 | Client Note 1 - Form 990, Part IX, line 5 - Compensation of DirectorsJulia Rodriguez-Elliott $154,186Geoff Elliott 152,583 _______Total $306,769 ======== |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Auxiliary income comes from program services such as concessions revenue. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Two directors, Geoff Elliott and Julia Rodriguez-Elliott are married. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Organization's Managing Director reviewed Form 990 prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Organization has a written policy in place for members of the Board of Directors. Directors submit a form that is reviewed by the Board of Directors and management. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board reviews and approves compensation for top management. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board reviews and approves compensation for top management. |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | Form 990 was filed online at the California Dept. of Justice - Charity Registry. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Organization's Audited Financial Statements are available at both the Organization's website and the California Dept. of Justice - Charity Registry. The other documents described in this request were not made available to the public. |
| Form 990, Part IX, Line 24e: Other Expenses | Bad debts: Column (A) - Total = $23377; Column (B) - Program Services = $0; Column (C) - Management & General = $23377; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Credit card fees: Column (A) - Total = $88981; Column (B) - Program Services = $80083; Column (C) - Management & General = $0; Column (D) - Fundraising = $8898 |
| Form 990, Part IX, Line 24e: Other Expenses | Miscellaneous : Column (A) - Total = $6973; Column (B) - Program Services = $4986; Column (C) - Management & General = $1498; Column (D) - Fundraising = $489 |
| Form 990, Part IX, Line 24e: Other Expenses | Occupancy costs: Column (A) - Total = $71770; Column (B) - Program Services = $64593; Column (C) - Management & General = $7177; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Photography & video: Column (A) - Total = $32481; Column (B) - Program Services = $32481; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Refreshments and concessions: Column (A) - Total = $22867; Column (B) - Program Services = $21890; Column (C) - Management & General = $0; Column (D) - Fundraising = $977 |
| Form 990, Part IX, Line 24e: Other Expenses | Teaching artist fees: Column (A) - Total = $19435; Column (B) - Program Services = $19435; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Transportation: Column (A) - Total = $8797; Column (B) - Program Services = $8797; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Utilities: Column (A) - Total = $75896; Column (B) - Program Services = $68306; Column (C) - Management & General = $7590; Column (D) - Fundraising = $0 |
| Form 990, Part III, Line 4c - Program Service Accomplishments, Cont. | SUMMER WITH SHAKESPEAREThis program gives students the opportunity to work with professional actors and technicians to gain an appreciation of Shakespeare's verse, as well as a unique exposure to a variety of classic plays. Designed to challenge young artists to be scholars and performers of The Bard, this program enhances acting and public speaking skills, builds self-confidence and offers invaluable experience in the crafts of the theatre. |
| Mission statement (continued) | Form 990, Part I, line 1: Our company of resident and guest artists performing in rotating repertory immerses student and general audiences in timeless, epic stories in an intimate setting. |
| Part III, Line 4b - Program Service Accomplishments, Cont. | STUDY GUIDESStudy guides are available to teachers for free via ANW's website. They are designed to help teachers bring plays and classic texts to life in the classroom setting. Activities integrate analysis of themes, context and characters with music, visual arts and history aligned with California State standards. PROFESSIONAL DEVELOPMENTEach year, ANW offers free seminars for teachers. One of these, the Educator Extravaganza, previews the entire upcoming season and includes workshops led by professional teaching artists. More than 75 teachers particiated in the Extravaganza in this fiscal year.WORKSHOPS & RESIDENCIESProfessional teaching artists conduct hands-on exercises and interactive analysis that allow students to connect with the play's language and gain a deeper understanding of its universal themes. In-class workshops are one-day intensive courses. Artist residencies are often eight-week engagements where teaching artists conduct one or two classes per week. Each program is custom designed specifically to meet the teacher's needs. STAGED READINGThe theatre provides the general public with staged readings of seldom perfomed classical plays at no admission cost. |
| Reconciliation of Gross Receipts | Form 990, line 13 - Total revenue $ 3,201,372Special events expenses deducted from Form 990, line 11 - Other revenue 40,480 ___________Form 990. Box G - Gross receipts $ 3,241,852 =========== |
| Reportable Compensation Reconciliation | Reportable compensation: Part VII, Section A, Line 1(d)(Calendar Year) $237,488 Accrued retention plan benefits 67,210 Reconciliation between calendar & fiscal years 2,071 ________ Part IX, Line 5 (Fiscal Year) $306,769 ======== |
| Software ID: | 17005038 |
| Software Version: | 2017v2.2 |