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.") . | 1,968,232 | 1,431,856 | 1,201,453 | 2,077,202 | 1,727,752 | 8,406,495 |
| 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 | 2,554,559 | 2,600,496 | 2,838,991 | 2,949,953 | 2,428,497 | 13,372,496 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 64,195 | 63,348 | 63,569 | 73,974 | 61,691 | 326,777 |
| 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 | 4,586,986 | 4,095,700 | 4,104,013 | 5,101,129 | 4,217,940 | 22,105,768 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 53,795 | 210,113 | 304,100 | 253,525 | 260,696 | 1,082,229 |
| 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. | 16,606 | 16,606 | ||||
| c | Add lines 7a and 7b.. | 70,401 | 210,113 | 304,100 | 253,525 | 260,696 | 1,098,835 |
| 8 | Public support. (Subtract line 7c from line 6.) | 21,006,933 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 4,586,986 | 4,095,700 | 4,104,013 | 5,101,129 | 4,217,940 | 22,105,768 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 2,392 | 22,321 | 7,524 | 10,639 | 20,570 | 63,446 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 8,110 | 8,110 | ||||
| c | Add lines 10a and 10b. | 2,392 | 22,321 | 7,524 | 18,749 | 20,570 | 71,556 |
| 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.).. | 4,589,378 | 4,118,021 | 4,111,537 | 5,119,878 | 4,238,510 | 22,177,324 |
| 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 | ||||
| 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) |
||||
| 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 |
|---|
| Return Reference | Explanation |
|---|---|
| SUPPORTING SCHEDULE | CASH DONATION 0 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | FLORIDA REP IS COMMITTED TO PROVIDING A FIRST-CLASS REGIONAL THEATRE FOR SOUTHWEST FLORIDA; TO CREATING, NURTURING AND DEVELOPING AN ENSEMBLE OF THEATRE PROFESSIONALS WHO WILL DEVELOP LONG TERM RELATIONSHIPS WORKING ON A WIDE VARIETY OF PLAYS; TO HELPING IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH ALL THE ARTS; AND TO MAKING THE ARTS, ESPECIALLY THEATRE, ACCESSIBLE TO ALL. |
| FORM 990, PAGE 1, PART I, LINE 6 | THEY USHER, VOLUNTEER AT SPECIAL EVENTS, WORK THE BOX OFFICE AND ASSIST IN ADMINISTRATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | FORM 990 PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): THE COMPANY PROVIDED THEATRE PATRONS IN SOUTHWEST FLORIDA AN OPPORTUNITY TO EXPERIENCE NEW PROVOCATIVE WORKS AMIDST THE COMPANY'S STRONG REINVENTION OF CLASSICAL AND MUSICAL THEATRICAL PERFORMANCES THAT THEY HAVE GROWN TO LOVE IN THE HEART OF THE FORT MYERS' RIVER DISTRICT. FLORIDA REP PRODUCES ON TWO STAGES IN THE 100+ YEAR-OLD ARCADE THEATER, AND DURING MOST OF THE 2019- 2020 SEASON, PATRONS WERE VIRTUALLY WITHOUT AN EVENING WHEN THEY COULD NOT ENJOY PROFESSIONAL THEATRE. FIVE MAIN STAGE (LARGEST PROGRAM SERVICE) AND THREE ARTSTAGE (SECOND LARGEST PROGRAM SERVICE) PRODUCTIONS RAN SEPTEMBER TO MID-MARCH, WHICH PROVIDED THEATRICAL AND CULTURAL OPPORTUNITIES AT THE HEIGHT OF THE RESIDENTIAL AND VISITOR SEASONS. AS THE PERFORMING ARTS ANCHOR IN THE RIVER DISTRICT, FLORIDA REP HAS PROMINENTLY LED THE RIVER DISTRICT ALLIANCE AND ITS CULTURAL PARTNERS IN A RENAISSANCE FOR THE PEOPLE OF LEE COUNTY. FLORIDA REP CONTINUES TO REACH NOT ONLY ITS DEDICATED THEATRE PATRONS, BUT ALSO INVOLVE MORE THAN 30,000 STUDENTS AND YOUNG PEOPLE IN ITS MYRIAD OUTREACH & EDUCATION PROGRAMS (THIRD LARGEST PROGRAM SERVICE) ACROSS THE FIVE COUNTY REGIONS OF SOUTHWEST FLORIDA, AND OFTEN NORTH TO PINELLAS AND WEST TO PALM BEACH AND BROWARD COUNTIES. DESPITE AN EARLY CLOSE THE FLORIDA REP SEASON IN MARCH 2020, OVER 58,000 PROGRAM PARTICIPANTS ENJOYED LIVE PROFESSIONAL THEATRE. CENTRAL TO THE MISSION AT FLORIDA REP, EDUCATION ARTISTS AND PROGRAM STAFF TOURED TWO CHILDREN'S THEATRE PRODUCTIONS THROUGHOUT THE CITY, SURROUNDING COUNTIES, AND STATEWIDE INTO SCHOOLS, AT COMMUNITY-WIDE CULTURAL EVENTS AND INSTITUTIONS; E.G. THE LEE COUNTY ALLIANCE FOR THE ARTS (LAA) AND THE EDISON FESTIVAL OF LIGHTS, AND OFTEN HOSTED BY THE MANY PARTNERS THAT SHARE A COMMON GOAL TO PROMOTE THE ARTS THROUGHOUT LEE COUNTY. WEEKEND CHILDREN'S LUNCHBOX THEATRE AT THE ARCADE, SCHOOL TOURS, PERFORMANCE CLASSES AND CAMPS, AND YEAR-ROUND AND IN-SCHOOL RESIDENCIES INCREASED YOUTH PARTICIPATION NUMBERS SEASON AFTER SEASON. STUDENT MATINEES OF MAIN STAGE SHOWS (FEATURING BACK STAGE TOURS, ACTOR TALKBACKS AND BEFORE-PERFORMANCE STUDY GUIDES) CONTINUED TO SERVE PRIMARILY YOUTH FROM DISADVANTAGED COMMUNITIES AND TITLE 1 PUBLIC SCHOOLS THROUGHOUT THE COUNTY. AS FOR ITS APPEAL TO A LARGER REGIONAL AND NATIONAL AUDIENCE, FLORIDA REP RECEIVED A TENTH CONSECUTIVE RAVE IN THE WALL STREET JOURNAL FROM CRITIC AND BIOGRAPHER TERRY TEACHOUT WHEN HE PROCLAIMED THAT FLORIDA REP IS "ONE OF THE TOP REGIONAL TROUPES IN THE U.S." MORE THAN 230 VOLUNTEERS WORKED ON BEHALF OF THEATRE PROGRAMS PROVIDING 14,000 HOURS OF SERVICE. AS LEE COUNTY'S LARGEST PERFORMING ARTS ORGANIZATION, FLORIDA REP PUMPED 7.15 MILLION FROM THE RIVER DISTRICT OUTWARD THROUGH LEE COUNTY AND ALL OF SOUTHWEST FLORIDA. IN THE 2019-2020 SEASON, FLORIDA REP PRODUCED EIGHT FULLY STAGED PROFESSIONAL PRODUCTIONS IN OUR 393-SEAT HISTORIC ARCADE THEATRE AND OUR 120-SEAT INTIMATE ARTSTAGE STUDIO THEATRE, CONSISTING OF A DIVERSE LINE-UP OF COMEDIES, DRAMAS AND MUSICALS. THE SEASON OPENED IN THE ARTSTAGE STUDIO THEATRE WITH ALWAYSPATSY CLINE BY TED SWINDLEY, FOLLOWED BY KEN LUDWIG'S THE FOX ON THE FAIRWAY ON THE MAINSTAGE. THE SEASON CONTINUED WITH AN INSPECTOR CALLS BY J.B. PREISLEY ON THE MAINSTAGE AND A WORLD PREMIERE, ALABASTER, BY DAVID CALICCHIO EMERGING AMERICAN PLAYWRIGHT WINNER AUDREY CEFALY IN THE ARTSTAGE STUDIO THEATRE. THE NEW YEAR RANG IN WITH NEIL SIMON'S BAREFOOT IN THE PARK ON THE MAINSTAGE FOLLOWED BY THE TONY AWARD- WINNING A GENTLEMAN'S GUIDE TO LOVE AND MURDER ALSO ON THE MAINSTAGE. EVERY BRILLIANT THING BY PLAYWRIGHTS DUNCAN MACMILLIAN AND JOHNNY DONAHOE CLOSED THE ARTSTAGE STUDIO SEASON AS DID A DOLL'S HOUSE, PART 2 BY LUCAS HNATH ON THE MAINSTAGE. ON MARCH 20, 2020, AFTER THREE PREVIEWS, AND ON OPENING NIGHT OF A DOLL'S HOUSE, PART 2 ON THE MAINSTAGE, FLORIDA REP WAS FORCED TO HALT ALL IN- PERSON SHOWS ON BOTH STAGES. PRODUCTION QUICKLY PIVOTED BY PROVIDING VIRTUAL AND STREAMING PERFORMANCES OF BOTH A DOLL'S HOUSE, PART 2 AND EVERY BRILLIANT THING IN ARTSTAGE STUDIO. A FULL MAINSTAGE PRODUCTION OF THE FINAL MAINSTAGE PRODUCTION PLANNED, RIPCORD, BY THE PULITZER AND TONY AWARD-WINNING DAVID LINDSAY ABAIRE, HAD TO BE CANCELLED COMPLETELY AT THE DIRECTION OF ACTORS' EQUITY WHO REFUSED TO ISSUE CONTRACTS FOR THE PRODUCTION IN LIGHT OF COVID-19. AS A RESULT OF THESE CANCELLATIONS, FLORIDA REP SUFFERED MORE THAN 300,000 LOSSES IN SINGLE TICKET SALES. FLORIDA REP'S 2020 VIRTUAL TALKBACK SERIES, STAGE@HOME, RAN FOR TWELVE WEEKS FROM APRIL TO JUNE DURING THE COVID-19 SHUTDOWNS. TOPICS RANGED FROM PRODUCTION SPECIFIC CAST AND CREATIVE TALKBACKS TO HOW TO MAKE NEW PLAYS IN AMERICAN REGIONAL THEATRE. THE SERIES BROADCAST LIVE ON ZOOM AND THE COMPANY'S FACEBOOK LIVE PAGE - AS WELL AS A WEEKLY PODCAST. FLORIDA REP'S EDUCATIONAL PROGRAMMING IS COMPRISED OF FIVE AREAS: CHILDREN'S THEATRE FOR YOUNG AUDIENCES, CAMP FLORIDA REP, YOUNG ACTORS' CONSERVATORY, CLASSES FOR YOUTH & ADULTS, AND HOME-SCHOOL OR IN-SCHOOL RESIDENCY PROGRAMMING. 17 SCHOLARSHIPS WERE PROVIDED TO STUDENTS OF NEED IN FORT MYERS TO FULFILL OUR MISSION OF MAKING OUR PROGRAMS ACCESSIBLE TO ALL. FLORIDA REP'S CHILDREN'S THEATRE PRODUCED TWO 'THEATRE FOR YOUNG AUDIENCES' (TYA) PLAYS (JUNIE B. JONE - THE MUSICAL FOR ELEMENTARY STUDENTS AND THE LION, THE WITCH & THE WARDROBE FOR MIDDLE SCHOOL STUDENTS0, WHICH TOURED IN FORT MYERS SCHOOLS, INCLUDING TITLE 1 SCHOOLS, AND TO SURROUNDING SOUTHWEST FLORIDA SCHOOLS, AND ALSO PERFORMED MATINEES FOR OUR 'CHILDREN'S LUNCHBOX SERIES' IN OUR ARCADE THEATRE. DURING LATE SUMMER, FLORIDA REP OFFERED TWO COMPREHENSIVE SUMMER CAMP PROGRAMS: CAMP MINI-STARS FOR STUDENTS IN GRADES K-3 AND CAMP FLORIDA REP SUMMER INTENSIVE FOR STUDENTS IN GRADES 2-12. AT FLORIDA REP SUMMER CAMP, YOUNG ARTISTS WORK WITH PROFESSIONAL DIRECTORS, ACTORS, CHOREOGRAPHERS, MUSIC DIRECTORS, AND DESIGNERS AND IN JUST TWO WEEKS, PERFORM AN ENTIRE MUSICAL WITH FULL SET AND COSTUMES. HOLIDAY CAMPS WERE OFFERED DURING WINTER BREAK FOR STUDENTS IN GRADES K-12 AND CONSIST OF WEEK-LONG ARTS CAMPS EXPLORING DRAMA, DANCE, MUSIC, AND VISUAL ART. IN JUST A WEEK, THEY HAVE IN-DEPTH LESSONS IN PERFORMANCE WHICH CULMINATE IN AN INFORMAL PRESENTATION OF THEIR HARD WORK. FLORIDA REP EDUCATION'S CONSERVATORY IS AN AUDITION-ONLY PROGRAM THAT GIVES YOUNG ADULT ACTORS OPPORTUNITIES TO PERFORM ONSTAGE. THE PROGRAM IS DESIGNED FOR ARTISTS WITH MODERATE TO ADVANCED-LEVEL EXPERIENCE AND GIVES STUDENTS WHO WANT TO PURSUE THEATRE AN INTRODUCTION TO THE PROFESSIONAL WORLD WITH A REAL-LIFE REGIONAL THEATRE EXPERIENCE. THE CONSERVATORY PROGRAM GIVES EMERGING THEATRE ARTISTS A CREATIVE OUTLET AND A PROFESSIONAL EXPERIENCE AND CULMINATES WITH A SHORT RUN OF PUBLIC PERFORMANCES. FLORIDA REP OFFERED TWO CONSERVATORY PRODUCTIONS, MATILDA - THE MUSICAL AND BAT BOY - THE MUSICAL IN 2019-2020. FLORIDA REP EDUCATION WAS ALSO PROUD TO OFFER A WIDE VARIETY OF PERFORMING ARTS CLASSES FOR THE COMMUNITY. THESE CLASSES ARE DESIGNED FOR BOTH BEGINNERS AND SERIOUS YOUNG ARTISTS LOOKING TO CONTINUE TO HONE THEIR CRAFT. CLASSES ARE TAUGHT BY WORKING THEATRE PROFESSIONALS AND CLASS SIZES ARE CAPPED AT 10 STUDENTS TO MAXIMIZE INDIVIDUAL INSTRUCTION. CLASSES FOR STUDENTS AGES 4-12 RAN FOR SIX WEEK SESSIONS, WHILE TEEN PROGRAMMING ARE DESIGNED FOR BUSY SCHEDULES OFFERING ONE-OFF MASTER CLASSES AND EVENTS. FLORIDA REP'S PRIMARY AUDIENCES AND PROGRAM PARTICIPANTS ARE RESIDENTS OVER 65- AND UNDER 24-YEARS-OF-AGE. REPRESENTING SOCIO-ECONOMIC LEVELS FROM ACROSS A MULTI-CULTURAL SPECTRUM, FLORIDA REP PATRONS CHOOSE FROM AN ARRAY OF LOW- AND NO-COST OPPORTUNITIES TO PARTICIPATE WITH GREATLY DISCOUNTED PRICING TIERS (10-55) AND GROUP PURCHASING POWER. STUDENTS AND CHARITIES RECEIVE FREE AND COMPLIMENTARY ADMISSIONS AND SCHOLARSHIPS TO PARTICIPATE AND LEARN IN A PROFESSIONAL THEATRE ENVIRONMENT THAT HONE THEIR PERFORMANCE SKILLS AND BOLSTER EDUCATIONAL PROWESS, WHICH REMAINS CORE TO THE THEATRE'S MISSION IN "MAKING THE ARTS - ESPECIALLY THEATRE ACCESSIBLE TO ALL". FLORIDA REP CONTINUED TO ENJOY A FORMAL AND MUTUALLY BENEFICIAL AGREEMENT WITH THE CITY OF FORT MYERS. THROUGH THE FORT MYERS REDEVELOPMENT AGENCY, THE THEATRE RECEIVED A 50,000 OPERATING GRANT AND SPONSORED ANNUAL USE OF ITS PERFORMANCE SPACES, OFFICES AND GENERAL AREAS. FORMAL MEDIA SPONSORSHIPS WITH THE NEWS-PRESS (GANNETT), WGCU PUBLIC MEDIA, THE FLORIDA WEEKLY AND SEVERAL OTHER REGIONAL MAGAZINES AND NEWSPAPERS PROVIDED MORE THAN 60,000 IN PROMOTIONAL ADVERTISEMENTS REACHING 275,000 CONSUMERS IN SOUTHWEST FLORIDA UP TO FIVE TIMES A WEEK. NATIONAL AND LOCAL SUPPORT HAS GROWN TO INCLUDE GRANTS AND ACKNOWLEDGEMENTS FROM THE SHUBERT FOUNDATION, THEATRE COMMUNICATIONS GROUP, FLORIDA COUNCIL FOR ARTS AND CULTURAL AFFAIRS, THE FRED & JEAN ALLEGRETTI FOUNDATION, CITY OF FORT MYERS, SWFL COMMUNITY FOUNDATION, AND SCORES OF DONOR-ADVISED FUNDS. MORE THAN TWO DOZEN MULTINATIONAL CORPORATE FOUNDATIONS GAVE TO FLORIDA REP IN 2019-2020 |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION REVIEWS THE RETURN & SIGNS THE 8879 BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER UNDER CONSIDERATION OR REQUIRES ATTENTION OF THE BOARD, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD CHAIR AND SHALL NOT BE PRESENT DURING BOARD OR COMMITTEE DISCUSSION OR DECISION ON THE MATTER. THE MINUTES OF THE MEETING SHALL RELECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE DISCUSSION OR DECISION, AND DID NOT VOTE. EACH YEAR TRUSTEES AND KEY EMPLOYEES MUST SIGN A DOCUMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE PRESIDENT OVERSEES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR OF FLORIDA REPERTORY COMPANY, INC. ARE THE PRINCIPAL/KEY EMPLOYEES OF FLORIDA REPERTORY THEATRE AND THE PERSONS RESPONSIBLE FOR THE EFFICIENT OPERATION OF THE THEATRE ACROSS ALL DEPARTMENTS. THEREFORE, IT IT THE DESIRE OF THE BOARD AND OFFICERS TO PROVIDE A FAIR, YET REASONABLE AND NOT EXCESSIVE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ARTISITIC DIRECTOR. THE ANNUAL PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: FLORIDA REP'S EXECUTIVE COMMITTEE (AS SELECTED BY THE ENTIRE BOARD) ANNUALLY EVALUATES THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ON HIS/HER PERFORMANCE, AND ASKS FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE AND COMPENSATION. BOARD APPROVAL: THE EXECUTVIE COMMITTEE WILL OTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE COMMITTEE WILL SECURE DATA THAT DOCUMENTS COMPENSTION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND IN THE REGION. THIS DATA MAY INCLUED THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NON-PROFIT AND FOR-PROFIT ORGANIZATIONS; AND 4. INFORMATION OBTAINED FROM IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. CONCURRENT DOCUMENTATION: TO APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR, THE BOARD MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED RECORDED IN THE MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. DOCUMENTATION WILL INCLUDE: A - A DESCRIPTION OF THE COMPENSATION AND BENEFITS AND THE DATE IT WAS APPROVED; B - THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSION ABOUT COMPENSATION AND BENEFITS, AND THE RESULTS OF THE VOTE; C - A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D - ANY ACTIONS TAKEN (SUCH AS OBSTAINING FROM DISCUSSION AND VOTE) WITH RESPECT TO SONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE BOARD WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON COMPENSATION AND BENEFITS. INDEPENDENCE IN SETTING COMPENSATION: THE CHAIR OF THE BOARD OF DIRECORS, WHO IS A VOLUNTEER AND NOT COMPENATED BY FLORIDA REPERTORY THEATRE, WILL OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR. NO MEMBER OF THE COMMITTEE DESIGNATED TO APPROVE COMPENSATION AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTOR WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE EXECUTIVE DIRECTOR CONFIRMS ALL STAFF COMPENSATION. THE ANNUAL PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: FLORIDA REP'S EXECUTIVE COMMITTEE (AS SELECTED BY THE ENTIRE BOARD) ANNUALLY EVALUATES THE EXECUTIVE DIRECTOR ON HIS/HER PERFORMANCE, AND ASKS FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE AND COMPENSATION. THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE COMMITTEE WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND IN THE REGION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON GUIDESTAR |
| FORM 990, PART IX, LINE 11G | INSTRUCTORS 32,059 3,944 1,395 EMPLOYEE LEASING FEES 26,080 9,288 3,853 EMPLOYEE LEASING 938,307 334,157 138,653 TOTAL 996,446 347,389 143,901 |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES 75,466 CONCESSION EXPENSES 23,669 RENTAL EXPENSES 963,510 ROUNDING 1 NON CASH DONATIONS -54,101 CONCESSION EXPENSES -23,669 RENTAL EXPENSES -963,510 ROUNDING -1 TOTAL 21,365 |
| Software ID: | |
| Software Version: |