Civic Intelligence

Fox Performing Arts Charitable Foundation

990 • Fiscal year 2018 • EIN 33-1012791

Jan 01, 2018 to Dec 31, 2018 • Filed on May 30, 2019

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

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$60,814

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

94th percentile

51%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

143%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,881,174

Up $974,355 (+51%) from 2017

Net Assets

Up

$2,879,354

Up $978,520 (+51%) from 2017

Liabilities

Down

$1,820

Down $4,165 (-70%) from 2017

Revenue

Up

$20,763,968

Up $12,204,979 (+143%) from 2017

Expenses

Up

$19,785,448

Up $11,346,397 (+134%) from 2017

Net Income

Up

$978,520

Up $858,582 (+716%) from 2017

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

2018

Assets$2,881,174
Liabilities$1,820
Net Assets$2,879,354

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

2018

Revenue$20,763,968
Expenses$19,785,448
Net Income$978,520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 30, 2019
Return Version
2018v3.1
Gross Receipts
$21,303,712
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$1,906,819$2,881,174▲ $974,355
Rtn Earn Endowment Incm Other Fnds$1,780,896$1,900,834▲ $119,938
Cap Stk Tr Prin Current Funds$119,938$978,520▲ $858,582
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,906,819$2,881,174▲ $974,355
Liabilities
Other Liabilities$5,985$1,820▼ $4,165
Total Liabilities$5,985$1,820▼ $4,165
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,900,834$2,879,354▲ $978,520
Total Liabilities and Net Assets / Fund Balance$1,906,819$2,881,174▲ $974,355
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy ScheersFormer Executive DirectorFT$60,814$60,814
Michael JenningsInterim Executive DirectorFT$23,380$23,380

Board Members and Trustees

NameTitle
James WeidmanPresident
Mary StraussPresident Emeritus
Marlene BirkmanVice President
Danielle DurbanDirector
Donna Rogers-beardDirector
Kenneth DobbinsDirector
Laurie LockDirector
Lana PepperSecretary
Jenny GuptaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,101
Program Service Revenue
$20,509,967
Investment Income
$57,186
Other Revenue
$8,714
All Other Contributions
$188,101
Change in Net Assets
$978,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,638,002
Salaries, Compensation, and Employee Benefits$147,446
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,840$38,353-$84,193
Other Salaries and Wages$41,447$13,547-$54,994
Other Expenses$419,180$15,458-$15,458
Fees for Services Accounting-$12,980-$12,980
Occupancy-$11,673-$11,673
Payroll Taxes$5,512$2,747-$8,259
Information Technology-$5,261-$5,261
Advertising-$3,882-$3,882
Fees for Services Legal-$2,481-$2,481
Office Expenses-$2,143-$2,143
Insurance-$1,199-$1,199
Total Functional Expenses$19,675,724$109,724$0$19,785,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,921
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, PRESIDENT EMERITUSTHE ORGANIZATION CONTRACTS WITH FOX ASSOCIATES, LLC TO PRODUCE CERTAIN BROADWAY SHOWS. IN 2018, THE ORGANIZATION GROSSED $20,339,128 FROM THESE SHOWS AND PAID FOX ASSOCIATES $18,976,616 FOR PRODUCTION COSTS IN ARMS LENGTH TRANSACTIONS.No$1,362,512
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,820
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
2019-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Weidman
Formed
2002
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
163

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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IRS990/PYTotalRevenueAmt08558989
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0978520
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01780896
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01900834
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01906819
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02881174
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0188101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0143526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0419790
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt057186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06336
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt089404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020518681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08401315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012246180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04373339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02450292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047989807
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt057186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06336
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt089404
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt048409597
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020706782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08544841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012275843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04403339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02478792
IRS990ScheduleA/Total509Grp/TotalAmt048409597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020763968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08558989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012284239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04406677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02485128
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048499001
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01820
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 EMERITUS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01362512
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE ORGANIZATION CONTRACTS WITH FOX ASSOCIATES, LLC TO PRODUCE CERTAIN BROADWAY SHOWS. IN 2018, THE ORGANIZATION GROSSED $20,339,128 FROM THESE SHOWS AND PAID FOX ASSOCIATES $18,976,616 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01906819
IRS990/TotalAssetsEOYAmt02881174
IRS990/TotalAssetsGrp/BOYAmt01906819
IRS990/TotalAssetsGrp/EOYAmt02881174
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0188101
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0109724
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019675724
IRS990/TotalFunctionalExpensesGrp/TotalAmt019785448
IRS990/TotalGrossUBIAmt014579
IRS990/TotalLiabilitiesBOYAmt05985
IRS990/TotalLiabilitiesEOYAmt01820
IRS990/TotalLiabilitiesGrp/BOYAmt05985
IRS990/TotalLiabilitiesGrp/EOYAmt01820
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01900834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02879354
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt019675724
IRS990/TotalProgramServiceRevenueAmt020509967
IRS990/TotalReportableCompFromOrgAmt084194
IRS990/TotalRevenueGrp/ExclusionAmt051321
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020509967
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020763968
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014579
IRS990/TotalVolunteersCnt0163
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01906819
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02881174
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0462 NORTH TAYLOR NO 203
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO

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