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 |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 311,650 | 328,796 | 303,180 | 193,215 | 377,842 | 1,514,683 |
| 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 | 311,650 | 328,796 | 303,180 | 193,215 | 377,842 | 1,514,683 |
| 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. | 1,514,683 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 311,650 | 328,796 | 303,180 | 193,215 | 377,842 | 1,514,683 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 22 | 3,510 | 24 | 89 | 245 | 3,890 |
| 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 | 1,518,573 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| 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, Part VI, Section A, line 2 | An officer of the board is married to another board member but the board member was not in a position of influence. The board member has stepped down at the end of the year. |
| Form 990, Part VI, Section A, line 4 | Line 4 explanation - In the fall of 2022, organization bylaws were updated by increasing the maximum board size to 15 members, creating a governance committee, adding board member terms of service, officer terms of service, modifying officer elections to every 3 years, and by defining the roles of the 2 Executive Producers of the organization as Executive Committee Board Members. No other employees may serve on the board. |
| Form 990, Part VI, Section B, line 11b | Line 11a explanation - Each board member was provided an electronic copy of the 2022 Form 990, as well as a checklist to assist in each person's separate review of the tax return. |
| Form 990, Part VI, Section B, line 12c | Conflicts of interest are required to be reported at bi-monthly board meetings. The only conflict of interest is that one board member also works at another theater. |
| Form 990, Part VI, Section B, line 15 | Compensation of other officers has been limited to payment for the provision of actual theater services, which are paid at the same or a lower rate as non-board members providing the same services. This compensation has not been reviewed by an independent person or group. |
| Form 990, Part VI, Section C, line 19 | Disclosure of governing documents, financial statements, and policies are provided upon request. |
| Form 990, Part IX, line 24e | Labor - Orchestra: Program service expenses 18,275. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,275. Labor - Director: Program service expenses 13,350. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,350. Labor - Cast/Crew: Program service expenses 12,311. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,311. Labor - Set construction: Program service expenses 11,775. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,775. Delivery and postage: Program service expenses 11,036. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,036. Intern: Program service expenses 10,505. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,505. Supplies - sound: Program service expenses 8,803. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,803. Labor - Music Director: Program service expenses 8,350. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,350. Labor - Lighting Crew: Program service expenses 8,140. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,140. Credit card discount fees: Program service expenses 7,779. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,779. Labor - Set design: Program service expenses 7,100. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,100. Labor - Lighting Design: Program service expenses 7,050. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,050. Lobby decorations: Program service expenses 6,787. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,787. Photography/videography: Program service expenses 6,722. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,722. Labor - choreographer: Program service expenses 5,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,500. Labor - Master Electrician: Program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000. Dues & Subscriptions: Program service expenses 4,947. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,947. Labor - Wig Design: Program service expenses 4,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,070. Lighting rentals: Program service expenses 3,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,500. Labor - Stage manager: Program service expenses 3,325. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,325. Outsourced shows: Program service expenses 3,290. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,290. Bank charges: Program service expenses 0. Management and general expenses 3,090. Fundraising expenses 0. Total expenses 3,090. Sign language interpreters: Program service expenses 2,805. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,805. Licenses & permits -- TABC: Program service expenses 2,252. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,252. Equipment rental: Program service expenses 2,039. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,039. Labor - Sound design: Program service expenses 1,850. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,850. Labor - Reception: Program service expenses 1,760. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,760. Supplies - lighting: Program service expenses 1,589. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,589. Outside services: box office: Program service expenses 1,364. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,364. Professional fees - public relations: Program service expenses 1,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,250. Printing and reproduction: Program service expenses 1,149. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,149. Meals: Program service expenses 181. Management and general expenses 466. Fundraising expenses 0. Total expenses 647. Scene shop equipment: Program service expenses 375. Management and general expenses 0. Fundraising expenses 0. Total expenses 375. Licenses & permits -- other: Program service expenses 328. Management and general expenses 0. Fundraising expenses 0. Total expenses 328. Flowers: Program service expenses 103. Management and general expenses 0. Fundraising expenses 0. Total expenses 103. Labor - cast equity: Program service expenses 75. Management and general expenses 0. Fundraising expenses 0. Total expenses 75. |
| Part X, Line 23 | Barbara Rosenberg, one of the board members, has placed a $100,000 CD with Origin Bank as additional collateral for the next 5 years to help secure the building mortgage. The funds were needed to secure the mortgage and the board did not want to place organization funds into the CD so that all funds of Uptown Players remained unrestricted. |
| Software ID: | |
| Software Version: |