2014 Annual Report Photo by Jenny Graham Jenny by Photo the Comedy of Errors the Comedy Ensemble In

2014 Annual Report photo by jenny graham jenny by photo the comedy of errors the comedy ensemble in

2014 was a year of artistic expansion. It began with a Within our community, we celebrated the 20th playbill and casting choices that included more women. anniversary of OSF’s school-business partnership with For the first time in OSF’s history, women wrote or co- Ashland High School and produced our 27th Daedalus wrote the majority of the season’s plays that were not Project, an AIDS benefit. In 2014 the Daedalus Project, written by Shakespeare, and wore all the pants in one with the help of local businesses and arts organizations, that he did. raised $142,496 that OSF distributed to organizations involved in the battle against AIDS/HIV. Between opening and closing lay a rich creative land- scape full of new worlds and old friends. An otherworldly, The eleven-production season played a total of 794 Butoh-inspired The Tempest inaugurated the season in performances, closing at 88% of capacity. Total attendance Cynthia Rider Bill Rauch the Angus Bowmer Theatre. The Marx Brothers returned was 398,289, which was less than 2013 partly because Executive Director Artistic Director in the 1920s comic free-for-all The Cocoanuts, and OSF 2013’s King Lear had used a theatre-in-the-round seating marked the 50th anniversary of Lorraine Hansberry’s The configuration that added 10,000 seats overall. However, Sign in Sidney Brustein’s Window with a fresh, dynamic 2014’s ticket revenue was a record-breaking $21,263,071 production of this rarely seen classic. Next came a and Allen Elizabethan Theatre ticket sales alone surpassed dazzling, multidimensional world-premiere adaptation of 2013 by more than 7,000. Visitors came to Ashland from 31 A Wrinkle in Time, followed by the next chapter in Robert countries, including Afghanistan, Finland and Zimbabwe. Schenkkan’s LBJ saga, The Great Society. The season concluded with two productions moving The joint jumped in the Thomas Theatre when long- to other venues. Into The Woods traveled to the Wallis lost siblings pursued each other through a Harlem Annenberg Center in Los Angeles. The Great Society, Renaissance–inspired metropolis in The Comedy of Errors. which was commissioned by and co-produced with Water by the Spoonful traversed the emotionally fraught Seattle Repertory Theatre, went north to Seattle and territory of blood ties, addiction and online communities. played in repertory with All the Way. We were thrilled Youthful dreams collided with middle-aged reality in the when All the Way also won the 2014 Tony Award for Best rock musical Family Album, another world premiere. Play. Two other plays developed by OSF were produced at other venues: Berkeley Repertory Theatre extended its In the Allen Elizabethan Theatre, Richard III’s blood- highly successful run of Party People, and The White Snake curdling villainy and wicked humor thrilled theatregoers, moved overseas to the Wuzhen Festival in China. and fairy-tale characters took a wild journey Into the Woods, accompanied by an onstage orchestra of Truly, 2014 was an exciting time in OSF’s history, a season professional and student musicians recruited locally. to remember and celebrate our greatest collaboration— An all-female cast performed an exquisite The Two between our pursuit of artistic excellence and the loyalty Gentlemen of Verona, which mirrored and honored an and support of our audiences. Elizabethan theatrical tradition. Statement of Financial Position

As of As of October 31, 2014 October 31, 2013 Assets Current assets: Cash and cash equivalents $ 781,716 $ 1,260,718 Investments 7,924,857 7,322,874 Accounts receivable 161,697 179,953 Pledges receivable, net 2,467,645 778,809 Due from Endowment Fund 1,579,958 1,501,591 Prepaid expenses 1,218,352 1,238,826 Inventory 179,788 157,282 Total current assets 14,314,013 12,440,053

Noncurrent pledges receivable, net 2,154,180 5,091,800 Property and equipment, net 29,626,578 28,289,698 Endowment Fund 32,358,741 31,181,405

Total Assets $ 78,453,512 $ 77,002,956

Liabilities and Net Assets Current liabilities: Accounts payable and accrued expenses $ 3,100,002 $ 2,730,949 Due to Endowment Fund 404,001 355,644 Deferred revenue, tickets 505,637 387,648 Deferred revenue, program and other revenues 576,121 536,300 Construction line of credit - 5,459,945 Current portion of long-term debt 228,640 101,510 Total current liabilities 4,814,401 9,571,996

Long-term debt, less current portion 6,097,915 884,808 Total liabilities $ 10,912,316 $ 10,456,804

Net Assets: Unrestricted $ 35,600,599 $ 34,906,958 Temporarily restricted 20,182,746 19,909,516 Permanently restricted 1 1,757,851 11,729,678 Total net assets 67,541,196 66,546,152

Total Liabilities and Net Assets $ 78,453,512 $ 77,0o2,956

2014 Attendance: Number of Percent of Attendance Analysis Play by Play Performances Attendance Capacity Angus Bowmer Theatre Angus Bowmer The Tempest 121 59,266 83% Theatre All Other 46% The Cocoanuts 119 66,949 95% 3% The Sign in Sidney Brustein's Window 43 19,681 77% A Wrinkle in Time 77 42,356 93% Thomas 16% The Great Society 46 27,205 100% Theatre 11% 24% Allen Elizabethan Theatre Richard III 38 35,939 80% School Visit Allen Elizabethan Into the Woods 38 44,205 98% Program Theatre The Two Gentlemen of Verona 38 30,198 67% Thomas Theatre The Comedy of Errors 155 41,303 97% Water by the Spoonful 78 20,577 96% Family Album 41 10,610 94% The annual financial reports for the Festival Association and the Endowment Fund have been audited and a clean opinion has been issued. The audit report is available Totals 794 398,289 88% upon request. Statement of Activities

For the year ended October 31, 2014 For the year ended October 31, 2013

Temporarily Permanently Temporarily Permanently Unrestricted Restricted Restricted Total Unrestricted Restricted Restricted Total Operating revenue: Plays $ 21,263,071 $ - $ - $ 21,263,071 $ 19,720,559 $ - $ - $ 19,720,559 Other events 343,038 - - 343,038 227,868 - - 227,868 Educational programs 292,559 - - 292,559 256,721 - - 256,721 Publications 262,516 - - 262,516 302,559 - - 302,559 Concessions 371,965 - - 371,965 357,982 - - 357,982 Investment income (loss) 11,326 - - 11,326 (69,226) 91,568 - 22,342 Support from Endowment Fund 1,386,494 - - 1,386,494 1,346,594 - - 1,346,594 Other 942,076 - - 942,076 563,308 - - 563,308 Total operating revenue 24,873,045 - - 24,873,045 22,706,365 91,568 22,797,933

Support: Memberships 3,554,053 385,558 3,939,611 3,575,297 395,146 - 3,970,443 Gifts and grants 2,768,021 1,938,289 4,706,310 1,571,557 5,733,435 - 7,304,992 Support groups 137,230 - - 137,230 132,385 - - 132,385 Net assets released from restrictions: Satisfaction of time and purpose restrictions 3,633,134 (3,633,134) - - 3,589,507 (3,589,507) - - Total support 10,092,438 (1,309,287) - 8,783,151 8,868,746 2,539,074 - 11,407,820 Total operating revenue and support 34,965,483 (1,309,287) 33,656,196 31,575,111 2,630,642 - 34,205,753

Operating expenses: Plays and education 24,622,679 - - 24,622,679 23,114,184 - - 23,114,184 Marketing and audience services 4,671,301 - - 4,671,301 4,509,929 - - 4,509,929 General and administration 3,416,622 - - 3,416,622 3,117,451 - - 3,117,451 Membership and fundraising 1,509,035 - - 1,509,035 1,491,977 - - 1,491,977 Total operating expenses 34,219,637 - - 34,219,637 32,233,541 - - 32,233,541

Income (Loss) from current endeavors 745,846 (1,309,287) - (563,441) (658,430) 2,630,642 - 1,972,212

Other funds and nonoperating activities, net 41,934 41,934 3,295 (4,819) - (1,524) Depreciation on assets funded by restricted gifts and grants (542,060) - - (542,060) (507,319) - - (507,319) Capital campaign contributions and earnings - 881,275 - 881,275 - 1,719,016 - 1,719,016 Capital campaign contributions released from restriction - - - - 1,014,518 (1,014,518) - - Endowment activities: Endowment Fund contributions 18,741 - 28,173 46,914 22,033 - 26,933 48,966 Endowment Fund investment income 1,186,847 1,434,316 - 2 ,621,163 1,957,312 2,355,325 - 4,312,637 Change in value of gift annuities - (22,255) - (22,255) - (5,381) - (5,381) Transfers and amounts appropriated for expenditures - Endowment support to Festival (633,741) (752,753) - (1,386,494) (615,819) (730,775) - (1,346,594) Endowment expenses (81,992) - - (81,992) (90,613) - - (90,613) Change in net assets 693,641 273,230 28,173 995,044 1,124,977 4,949,490 26,933 6,101,400

Net assets: Beginning of year 34,906,958 19,909,516 11,729,678 66,546,152 33,781,981 14,960,026 11,702,745 60,444,752 End of year $ 35,600,599 $ 20,182,746 $ 11,757,851 $ 67,541,196 $ 34,906,958 $ 19,909,516 $ 11,729,678 $ 66,546,152

Number of Percent of Attendance Performances Attendance Capacity Comparisons 2014 2013 2014 2013 2014 2013 School Visit Program Fall 2014 Fall 2013 Angus Bowmer Theatre 406 409 215,457 220,600 90% 91% Number of Schools Visited 95 103 Allen Elizabethan Theatre 114 114 110,342 104,007 82% 77% Number of Events 462 454 Thomas Theatre 274 282 72,490 82,960 97% 94% Attendance 53,495 57,228 Totals 794 805 398,289 407,567 88% 88% The 2014 Plays jenny graham jenny graham jenny jenny graham jenny

Allen Elizabethan Theatre Angus Bowmer Theatre Thomas Theatre America’s first Elizabethan-style theatre seats 1,200. Patrons The Angus Bowmer Theatre is named for the Festival’s founder. It Named for Peter Thomas, former director of Development, enjoy productions outside under the stars from June through seats 600 people and is home to five productions from February OSF’s most intimate playing space seats 270 to 350 people in mid-October. through early November. three different seating configurations.

Richard III The Tempest The Comedy of Errors by William Shakespeare by William Shakespeare by William Shakespeare Directed by James Bundy. Scenic designer, Richard L. Hay. Directed by Tony Taccone. Scenic designer, Daniel Ostling. Directed by Kent Gash. Scenic designer, Jo Winiarski. Costume Costume designer, Ilona Somogyi. Lighting designer, Jane Cox. Costume designer, Anita Yavich. Lighting designer, Alexander designer, Kara Harmon. Lighting designer, Dawn Chiang. Composer and sound designer, Sarah Pickett. V. Nichols. Composer and sound designer, Andre J. Pluess. Video designer, Shawn Duan. Composer, Justin Ellington. Lead Sponsor: The Pigott Family Movement director, John Sipes. Phil Killian Directing Fellow, Sound designer, Matt Callahan. Choreographer, Byron Easley. Production Sponsors: The Chautauqua Guild, Tom Ridgely. Production Sponsor: The Robert and Star Pepper Foundation Yogen and Peggy Dalal Lead Sponsors: U.S. Bank, Roberta and David Elliott Production Partners: Jim Collier, Anonymous Applegate Donors, Production Partners: Robert Dohmen, Mrs. Donald Hare, Production Sponsor: The Goatie Foundation Andrew and Brenda Birrell Ann P. Wyckoff Production Partners: Lynne Carmichael, Jim Collier, Cynthia Muss Lawrence Water by the Spoonful Into the Woods by Quiara Alegría Hudes Music and lyrics by Stephen Sondheim. Book by James Lapine. The Cocoanuts Directed by Shishir Kurup. Scenic designer, Sibyl Wickersheimer. Director and music director, Amanda Dehnert. Scenic Music and lyrics by Irving Berlin. Book by George S. Kaufman. Costume designer, Raquel Barreto. Lighting designer, Geoff Korf. designer, Rachel Hauck. Costume designer, Linda Roethke. Adapted by Mark Bedard. Video designers, Geoff Korf and Sibyl Wickersheimer. Composer Lighting designer, Jane Cox. Sound designer, Joshua Horvath. Directed by David Ivers. Choreographer, Jaclyn Miller. and sound designer, John Nobori. Phil Killian Directing Fellow, Choreographer, Royer Bockus. Music direction, orchestrations and arrangements by Gregg Tom Ridgely. Production Sponsors: Amy and Mort Friedkin, Coffin. Scenic designer, Richard L. Hay. Costume designer, Production Sponsor: Edgerton Foundation New Play Awards Jed and Celia Meese Meg Neville. Lighting designer, Marcus Doshi. Sound designer, Production Partners: Sandy Farewell, Harvey and Isabel Kibel, Production Partners: Thomas Castle and Pamela Howard, Corinne Carrillo. Associate director, Nell Geisslinger. Edward P. Wobber and Linda M. DeMelis Sid and Karen DeBoer, Jerry and Jeanne Taylor Family Lead Sponsor: Deedee and Burt McMurtry Foundation, Betty and Jack Schafer Production Partners: Karen Easterbrook and Alex Sutton, Family Album Lynn and Gary Jacobs, Avista Book and lyrics by Stew. Music by Stew and Heidi Rodewald. The Two Gentlemen of Verona Created with Joanna Settle. by William Shakespeare The Sign in Sidney Brustein’s Window World Premiere Directed by Sarah Rasmussen. Scenic designer, Andrew Boyce. by Lorraine Hansberry Directed by Joanna Settle. Music direction, Stew and Dana Lyn. Costume designer, Moria Sine Clinton. Lighting designer, Directed by Juliette Carrillo. Scenic designer, Mikiko Suzuki Choreographer, David Neumann. Scenic designer, Andrew Porsche McGovern. Composer and sound designer, MacAdams. Costume designer, Christal Weatherly. Lighting Lieberman. Costume designer, Tilly Grimes. Lighting designer, Andre J. Pluess. designer, James F. Ingalls. Composer and sound designer, Jane Cox. Sound designer, ACME Sound Partners. Production Sponsor: National Endowment for the Arts David Molina. Choreographer, Juliette Carrillo. Production Sponsor: Edgerton Foundation New Play Awards Production Partners: Peter and Jane Carpenter, Production Partners: William F. Meehan III, Carole Howard Production Partners: The Hobbes Family, Michael and Julie Strasser Dixon and Rocky Dixon, Katie Farewell Leslie Schroeder A Wrinkle in Time Green Show Adapted by Tracy Young from the book by Madeleine L’Engle Associate Producer, Community: Claudia Alick World Premiere Producing Assistants, Community: Cassondra Fetty, Directed by Tracy Young. Scenic designer, Christopher Acebo. Donya K. Washington Costume designer, Alex Jaeger. Lighting designer, Rick Martin. Technical Manager: Benajah B. Cobb Video designer, Shawn Sagady. Composer and sound designer, Paul James Prendergast. Puppet designer, Lynn Jeffries. Movement director, Kjerstine Rose Anderson. The Oregon Shakespeare Festival’s productions of The Tempest, Production Sponsors: The Goatie Foundation, The Comedy of Errors, The Two Gentlemen of Verona and Oregon Cultural Trust, Tesseract Society Richard III were part of Shakespeare in American Communities, Production Partners: The Collonge Family, Hitz Foundation, a national program of the National Endowment for the Arts in The Teel Family Foundation, Anonymous Ashland Donors partnership with Arts Midwest. Community Partner: ScienceWorks

The Great Society by Robert Schenkkan Commissioned by and co-produced with Seattle Repertory Theatre World Premiere Directed by Bill Rauch. Scenic designer, Christopher Acebo. Costume designer, Deborah M. Dryden. Lighting designer, David Weiner. Video designer, Shawn Sagady. Composer and sound designer, Paul James Prendergast. The Great Society was developed by American Revolutions: the United States History Cycle, OSF’s 10-year program of commissioning up to 37 new plays about moments of change in United States history. In 2014, the Cycle was funded in part The Oregon Shakespeare Festival theatres and offices: by grants from The Andrew W. Mellon Foundation and 15 South Pioneer The Paul G. Allen Family Foundation. Mailing address: Development of The Great Society was supported in part by a P.O. Box 158 grant from The Harold and Mimi Steinberg Charitable Trust and Ashland, OR 97520 assistance from the Orchard Project, a program of The Exchange (www.exchangenyc.org) 541-482-2111 administration Lead Sponsor: Peter and Helen Bing 541-482-4331 or 800-219-8161 box office Production Sponsors: Edgerton Foundation New Play Awards, and membership Charlotte Lin and Robert P. Porter 541-488-5406 or 866-545-6337 group sales Production Partners: The Paul G. Allen Family Foundation, 541-488-3880 or 800-628-9530 development Michael R. Jacobson and Trine J. Sorensen, Kevin and Suzanne Kahn, The Kinsman Foundation www.osfashland.org