Civic Intelligence

Fox Performing Arts Charitable Foundation

990 • Fiscal year 2017 • EIN 33-1012791

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

462 North Taylor No 203St Louis, MO 63108

(314) 367-1573

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-30%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,906,819

Up $115,071 (+6.4%) from 2016

Net Assets

Up

$1,900,834

Up $119,938 (+6.7%) from 2016

Liabilities

Down

$5,985

Down $4,867 (-45%) from 2016

Revenue

Down

$8,558,989

Down $3,725,250 (-30%) from 2016

Expenses

Down

$8,439,051

Down $3,319,429 (-28%) from 2016

Net Income

Down

$119,938

Down $405,821 (-77%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $1,371,787Liabilities 2012: $4,355Net Assets 2012: $1,367,4322012Assets 2013: $1,585,572Liabilities 2013: $4,321Net Assets 2013: $1,581,2512013Assets 2014: $1,332,617Liabilities 2014: $4,583Net Assets 2014: $1,328,0342014Assets 2015: $1,260,195Liabilities 2015: $5,058Net Assets 2015: $1,255,1372015Assets 2016: $1,791,748Liabilities 2016: $10,852Net Assets 2016: $1,780,8962016Assets 2017: $1,906,819Liabilities 2017: $5,985Net Assets 2017: $1,900,8342017Assets 2018: $2,881,174Liabilities 2018: $1,820Net Assets 2018: $2,879,3542018Assets 2019: $3,204,904Liabilities 2019: $4,267Net Assets 2019: $3,200,6372019Assets 2020: $3,010,250Liabilities 2020: $5,540Net Assets 2020: $3,004,7102020Assets 2021: $2,876,329Liabilities 2021: $5,721Net Assets 2021: $2,870,6082021Assets 2022: $4,405,963Liabilities 2022: $2,813Net Assets 2022: $4,403,1502022Assets 2023: $4,884,262Liabilities 2023: $11,987Net Assets 2023: $4,872,2752023Assets 2025: $5,348,776Liabilities 2025: $13,222Net Assets 2025: $5,335,5542025

Highlighted filing

2017

Assets$1,906,819
Liabilities$5,985
Net Assets$1,900,834

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2012: $5,334,1722012Revenue 2013: $9,627,926Expenses 2013: $9,414,107Net Income 2013: $213,8192013Revenue 2014: $2,485,128Expenses 2014: $2,738,345Net Income 2014: -$253,2172014Revenue 2015: $4,406,677Expenses 2015: $4,479,574Net Income 2015: -$72,8972015Revenue 2016: $12,284,239Expenses 2016: $11,758,480Net Income 2016: $525,7592016Revenue 2017: $8,558,989Expenses 2017: $8,439,051Net Income 2017: $119,9382017Revenue 2018: $20,763,968Expenses 2018: $19,785,448Net Income 2018: $978,5202018Revenue 2019: $10,277,276Expenses 2019: $9,955,993Net Income 2019: $321,2832019Revenue 2020: $194,972Expenses 2020: $390,899Net Income 2020: -$195,9272020Revenue 2021: $309,266Expenses 2021: $443,368Net Income 2021: -$134,1022021Revenue 2022: $28,487,199Expenses 2022: $26,954,657Net Income 2022: $1,532,5422022Revenue 2023: $13,313,573Expenses 2023: $12,844,448Net Income 2023: $469,1252023Revenue 2025: $9,928,093Expenses 2025: $9,619,904Net Income 2025: $308,1892025

Highlighted filing

2017

Revenue$8,558,989
Expenses$8,439,051
Net Income$119,938
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$9,057,776
Mission and Program Overview

Mission

Promoting and enriching the performing arts in the st. Louis region.

Promoting and enriching the performing arts in the st. Louis region

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,791,748$1,906,819▲ $115,071
Rtn Earn Endowment Incm Other Fnds$1,255,136$1,780,896▲ $525,760
Cap Stk Tr Prin Current Funds$525,760$119,938▼ $405,822
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,791,748$1,906,819▲ $115,071
Liabilities
Other Liabilities$10,852$5,985▼ $4,867
Total Liabilities$10,852$5,985▼ $4,867
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,780,896$1,900,834▲ $119,938
Total Liabilities and Net Assets / Fund Balance$1,791,748$1,906,819▲ $115,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy ScheersExecutive DirectorFT$76,157$76,157

Board Members and Trustees

NameTitle
Mary StraussPresident
Marlene BirkmanVice President
Alonzo LeeDirector
James WeidmanDirector
Laurie LockDirector
Michael JenningsDirector
Stephanie RivenDirector
Jenny GuptaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,526
Program Service Revenue
$8,393,755
Investment Income
$14,148
Other Revenue
$7,560
All Other Contributions
$143,526
Change in Net Assets
$119,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,302,727
Salaries, Compensation, and Employee Benefits$136,324
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$381,681--$381,681
Current Officers, Directors, Trustees, and Key Employees$45,694$30,463-$76,157
Other Salaries and Wages$46,818$3,942-$50,760
Information Technology-$21,342-$21,342
Occupancy-$12,180-$12,180
Payroll Taxes$6,201$3,206-$9,407
Fees for Services Accounting-$8,075-$8,075
Advertising-$3,374-$3,374
Office Expenses-$3,063-$3,063
Insurance-$1,123-$1,123
Fees for Services Legal-$100-$100
Total Functional Expenses$8,352,183$86,868$0$8,439,051
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,560
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-PARTNERSHIP MORE THAN 35% OWNED BY MARY STRAUSS, PRESIDENTTHE ORGANIZATION CONTRACTS WITH FOX ASSOCIATES, LLC TO PRODUCE CERTAIN BROADWAY SHOWS. IN 2017, THE ORGANIZATION GROSSED $7,812,554 FROM THESE SHOWS AND PAID FOX ASSOCIATES $7,301,453 FOR PRODUCTION COSTS IN ARMS LENGTH TRANSACTIONS.No$511,101
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,985
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members are given a draft copy of the return by the president of the organization. Each member reviews the return and communicates any comments or changes to the president. The president in turn communicates necessary changes to the preparer and the return is finalized.

Form 990, Part VI, Section B, Line 12C

Once a year the directors are asked to sign a conflict of interest statement. Directors recuse themselves from voting on grants to organizations with which they have an affiliation.

Form 990, Part VI, Section C, Line 19

The organization's financial statements and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Fox Performing Arts Charitable
EIN
33-1012791
Phone
3143671573
Address
462 NORTH TAYLOR NO 203, ST LOUIS, MO 63108

Signing Officer

Name
James F Weidman
Title
President
Phone
3143671573
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Weidman
Formed
2002
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
7
Employees
3
Volunteers
154

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Michael Evans
Phone
3146555500
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012246180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04373339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02450292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09598265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037069391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06336
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039178
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt037323780
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08544841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012275843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04403339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02478792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09620965
IRS990ScheduleA/Total509Grp/TotalAmt037323780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08558989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012284239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04406677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02485128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09627925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037362958
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05985
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0FOX ASSOCIATES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTNERSHIP MORE THAN 35% OWNED BY MARY STRAUSS, PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0511101
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE ORGANIZATION CONTRACTS WITH FOX ASSOCIATES, LLC TO PRODUCE CERTAIN BROADWAY SHOWS. IN 2017, THE ORGANIZATION GROSSED $7,812,554 FROM THESE SHOWS AND PAID FOX ASSOCIATES $7,301,453 FOR PRODUCTION COSTS IN ARMS LENGTH TRANSACTIONS.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE GIVEN A DRAFT COPY OF THE RETURN BY THE PRESIDENT OF THE ORGANIZATION. EACH MEMBER REVIEWS THE RETURN AND COMMUNICATES ANY COMMENTS OR CHANGES TO THE PRESIDENT. THE PRESIDENT IN TURN COMMUNICATES NECESSARY CHANGES TO THE PREPARER AND THE RETURN IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE A YEAR THE DIRECTORS ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT. DIRECTORS RECUSE THEMSELVES FROM VOTING ON GRANTS TO ORGANIZATIONS WITH WHICH THEY HAVE AN AFFILIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01791748
IRS990/TotalAssetsEOYAmt01906819
IRS990/TotalAssetsGrp/BOYAmt01791748
IRS990/TotalAssetsGrp/EOYAmt01906819
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0143526
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08352183
IRS990/TotalFunctionalExpensesGrp/TotalAmt08439051
IRS990/TotalGrossUBIAmt0-331
IRS990/TotalLiabilitiesBOYAmt010852
IRS990/TotalLiabilitiesEOYAmt05985
IRS990/TotalLiabilitiesGrp/BOYAmt010852
IRS990/TotalLiabilitiesGrp/EOYAmt05985
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01780896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01900834
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08352183
IRS990/TotalProgramServiceRevenueAmt08393755
IRS990/TotalReportableCompFromOrgAmt076157
IRS990/TotalRevenueGrp/ExclusionAmt022039
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08393755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08558989
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-331
IRS990/TotalVolunteersCnt0154
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01791748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01906819
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0462 NORTH TAYLOR NO 203
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063108
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.FOXPACF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F WEIDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03143671573
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX PERFORMING ARTS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FOXP
ReturnHeader/Filer/EIN0331012791
ReturnHeader/Filer/PhoneNum03143671573
ReturnHeader/Filer/USAddress/AddressLine1Txt0462 NORTH TAYLOR NO 203
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId066FDA52FCF20EBBA99A4AF3D4F1F5641536F7D42
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AABE429AB1594F2DA3D1ECCB9B75373D28D09E83
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.116.33.90
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:31:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430831507

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