2024-05-07T08:40:37-05:00 2023-06-30 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2022-07-01 363467607 CHICAGO SHAKESPEARE THEATER CHIC 3126674962 800 EAST GRAND AVENUE CHICAGO IL 60611 KIMBERLY MOTES EXECUTIVE DIRECTOR 3126674962 2024-05-06 1 KIMBERLY MOTES 999009999 1 MARK HEROUX P00959793 3127298000 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY MOTES 800 EAST GRAND AVENUE CHICAGO IL 60611 17272184 0 X WWW.CHICAGOSHAKES.COM X 1986 IL TO BRING TO LIFE THE PLAYS OF SHAKESPEARE AND PRESENT OTHER GREAT PERFORMANCES FROM AROUND THE GLOBE FOR AUDIENCES FROM ALL WALKS OF LIFE. 52 50 396 1750 -6972 0 13308222 8805961 2694452 5919814 1044153 578072 153226 833483 17200053 16137330 0 0 0 0 6766049 9318001 0 0 964986 5691928 9091920 12457977 18409921 4742076 -2272591 57017216 54843517 14869535 13976657 42147681 40866860 X THE MISSION OF CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS OF WILLIAM SHAKESPEARE AND TO PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. 0 0 14376888 6767425 SEE SCHEDULE OA REGIONAL TONY AWARD RECIPIENT, CHICAGO SHAKESPEARE THEATER PRODUCES A BOLD AND INNOVATIVE YEAR-ROUND SEASON OF PLAYS, MUSICALS, WORLD PREMIERES, FAMILY PRODUCTIONS, AND THEATRICAL PRESENTATIONS FROM AROUND THE GLOBE, ALONGSIDE EDUCATION PROGRAMMING FOR STUDENTS, TEACHERS, AND LIFELONG LEARNERS, AND ENGAGEMENT WITH COMMUNITIES ACROSS THE CITY. CHICAGO SHAKESPEARE IS THE CITY'S LEADING PRESENTER OF INTERNATIONAL WORK AND HAS TOURED ITS OWN PRODUCTIONS TO FIVE CONTINENTS. A NATIONAL LEADER IN THE FIELD, THE THEATER'S ARTS-IN-LITERACY PROGRAMS SUPPORT THE WORK IN CLASSROOMS ACROSS THE REGION FOR TENS OF THOUSANDS OF STUDENTS EACH YEAR BY BRINGING COMPLEX TEXTS TO LIFE ONSTAGE AND THROUGH PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS. NOW IN ITS TWELFTH YEAR, CHICAGO SHAKESPEARE IN THE PARKS REMAINS A KEY COMPONENT OF THE THEATER'S COMMUNITY PRACTICE, A YEAR-ROUND PROGRAM ROOTED IN ENGAGEMENT WITH NEIGHBORHOODS AND COLLABORATIONS WITH LOCAL ARTISTS. AS A NONPROFIT ORGANIZATION, CHICAGO SHAKESPEARE IS, AT ITS CORE, ABOUT PEOPLE: CONNECTING AUDIENCES AND ARTISTS, PARTNERING WITH TEACHERS AND STUDENTS, AND SHARING WITH FRIENDS AND NEIGHBORS. IT IS IN THIS SPIRIT THAT THE THEATER UPHOLDS ITS COMMITMENT TO BE AN INCREASINGLY DIVERSE, EQUITABLE, INCLUSIVE, AND ACCESSIBLE ORGANIZATION. THE THEATER STRIVES TO ENGAGE TODAY'S ARTISTS AND AUDIENCES IN ACTIVE AND CRITICAL CONVERSATIONS WITH THE WORK OF ITS NAMESAKE, WILLIAM SHAKESPEARE. LOCATED ON CHICAGO'S ICONIC NAVY PIER, CHICAGO SHAKESPEARE'S CAMPUS FEATURES THE JENTES FAMILY COURTYARD THEATER, THE YARD AT CHICAGO SHAKESPEARE, AND THE THOMA THEATER UPSTAIRS. ONSTAGE, IN CLASSROOMS AND NEIGHBORHOODS ACROSS THE CITY, AND IN VENUES AROUND THE WORLD, CHICAGO SHAKESPEARE IS A MULTIFACETED CULTURAL HUBINVITING AUDIENCES, ARTISTS, AND COMMUNITY MEMBERS TO SHARE POWERFUL STORIES THAT CONNECT AND INSPIRE. 14376888 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 209 0 396 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 52 50 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X KATHRYN TRESNOWSKI 3126674962 800 EAST GRAND AVENUE CHICAGO IL 60611 ALLAN E BULLEY III DIRECTOR 2.00 X 0 0 0 AYODEJI AYODELE DIRECTOR 2.00 X 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 40.00 X X 362257 0 9607 BINTA NIAMBI BROWN DIRECTOR 2.00 X 0 0 0 BRAYTON B ALLEY DIRECTOR 2.00 X 0 0 0 BRIAN W DUWE DIRECTOR 2.00 X 0 0 0 C GARY GERST DIRECTOR 2.00 X 0 0 0 CAROLE B SEGAL DIRECTOR 2.00 X 0 0 0 CHASE COLLINS LEVEY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER OBRIEN DIRECTOR 2.00 X 0 0 0 CLIVE CHRISTISON TREASURER 2.00 X X 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 40.00 X X 362038 0 12655 DENNIS OLIS DIRECTOR 2.00 X 0 0 0 DONNA VAN EEKEREN DIRECTOR 2.00 X 0 0 0 DONNA WELCH DIRECTOR 2.00 X 0 0 0 ELIZABETH YNTEMA DIRECTOR 2.00 X 0 0 0 FRANK BALLANTINE DIRECTOR 2.00 X 0 0 0 GAYLE R TILLES DIRECTOR 2.00 X 0 0 0 GREGORY GALLOPOULOS DIRECTOR 2.00 X 0 0 0 HARVEY J STRUTHERS JR DIRECTOR 2.00 X 0 0 0 JENNIFER O'NEILL DIRECTOR 2.00 X 0 0 0 JESS E MERTEN DIRECTOR 2.00 X 0 0 0 JOHN P KELLER DIRECTOR 2.00 X 0 0 0 JOHN RAU DIRECTOR 2.00 X 0 0 0 JUDITH LOSEFF DIRECTOR 2.00 X 0 0 0 KATE BLOMGREN DIRECTOR 2.00 X 0 0 0 KATHRYN HAYLEY DIRECTOR 2.00 X 0 0 0 KEVIN EVANICH DIRECTOR 2.00 X 0 0 0 LANCE RICHARDS DIRECTOR 2.00 X 0 0 0 LINDA K MYERS DIRECTOR 2.00 X 0 0 0 M HILL HAMMOCK DIRECTOR 2.00 X 0 0 0 MATTHEW O'MEARA DIRECTOR 2.00 X 0 0 0 MARILYNN J THOMA DIRECTOR 2.00 X 0 0 0 MARK S OUWELEEN CHAIR 2.00 X X 0 0 0 NAZNEEN RAZI DIRECTOR 2.00 X 0 0 0 NEAL REENAN DIRECTOR 2.00 X 0 0 0 PATRICK R DALEY DIRECTOR 2.00 X 0 0 0 PAULITA A PIKE DIRECTOR 2.00 X 0 0 0 PHILIP L ENGEL DIRECTOR 2.00 X 0 0 0 PRISCILLA A WALTER DIRECTOR 2.00 X 0 0 0 RAYMOND F MCCASKEY DIRECTOR 2.00 X 0 0 0 RAYMOND WHITACRE DIRECTOR 2.00 X 0 0 0 RICHARD A KENT DIRECTOR 2.00 X 0 0 0 RENETTA MCCANN DIRECTOR 2.00 X 0 0 0 RICHARD W PORTER DIRECTOR 2.00 X 0 0 0 RICHARD SEVCIK DIRECTOR 2.00 X 0 0 0 ROBERT RYAN DIRECTOR 2.00 X 0 0 0 SHEILA G TALTON DIRECTOR 2.00 X 0 0 0 SHELI Z ROSENBERG DIRECTOR 2.00 X 0 0 0 STEPHEN A BRODSKY DIRECTOR 2.00 X 0 0 0 STEVEN J SOLOMON DIRECTOR 30.00 X 92400 0 0 STEWART S HUDNUT DIRECTOR 2.00 X 0 0 0 THOMAS L BROWN DIRECTOR 2.00 X 0 0 0 TIMOTHY HANNAHS DIRECTOR 2.00 X 0 0 0 WILLIAM J TOMAZIN JR DIRECTOR 2.00 X 0 0 0 WILLIAM R JENTES DIRECTOR 2.00 X 0 0 0 LINDA ORELLANA DIRECTOR OF FINANCE, SEC (PARTIAL YEAR) 40.00 X 120328 0 17931 KATHRYN TRESNOWSKI DIRECTOR OF FINANCE, SEC (PARTIAL YEAR) 40.00 X 98374 0 17077 KATHERINE RIOPELLE MANAGING DIRECTOR 40.00 X 140167 0 23324 JULIE STANTON DIRECTOR OF MARKETING 40.00 X 101282 0 9634 MARILYN HALPERIN DIR OF EDUCATION 40.00 X 127097 0 9621 RICHARD BOYNTON CREATIVE PRODUCER 40.00 X 172830 0 11259 1576773 0 111108 7 0 1 0 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAY SUITE 200 CAMBRIDGE MA 02142 ADVERTISING 507014 BBB TOURING LLC 1650 BROADWAY SUITE 1002 NEW YORK NY 10019 PERFORMANCE FEES & ROYALTIES 231888 CAMPBELL & COMPANY 1 E WACKER DRIVE SUITE 2100 CHICAGO IL 60601 FUNDRAISING AND GRANTWRITING CONSULTANT 165083 LOWITZ & SONS 811 W EVERGREEN SUITE 401 CHICAGO IL 60642 PRINTING SERVES 125206 DYOPATH 13430 NORTHWEST FREEWAY SUITE 1000 HOUSTON TX 77040 IT SERVICES 123162 7 1443261 199000 7163700 1188379 8805961 TICKET SALES A/C 4100-A/C 3505 711110 4754688 4754688 ENHANCEMENT INCOME A/C 3811 711110 940715 940715 TICKET FEES A/C 3505 711110 223661 223661 OTHER PROGRAM REVENUE A/C 3210 713110 750 750 5919814 520183 520183 847611 847611 4104 14226 -10122 -10122 -10122 815889 758000 57889 57889 57889 41700 1443261 264142 -222442 -222442 238793 98486 140307 140307 OTHER INCOME 812900 74979 74979 ADVERTISING 541800 3150 3150 78129 16137330 6767425 -6972 570916 1088895 552951 443544 92400 6586081 5235273 929058 421750 187014 187014 849773 662648 145713 41412 606238 495688 88942 21608 54385 54385 123057 123057 1172404 1172404 55350 39316 6889 9145 313104 53280 220032 39792 176579 176579 1848741 1737140 85031 26570 33251 32532 719 6942 6369 573 192740 192740 1529026 1248008 281018 200610 40008 140598 20004 PRODUCTION 2534163 2534163 ALL OTHER EXPENSES 851568 49676 510879 291013 18409921 14376888 3068047 964986 2066015 5855357 12393148 11412 3236685 4445142 170507 325770 1206760 776249 34385231 12099133 23463893 22286098 14449109 15223951 5865823 31099 53715 57017216 54843517 1624750 2172613 1291878 1149253 11952907 5379134 0 5275657 14869535 13976657 X 29061101 31452303 13086580 9414557 42147681 40866860 57017216 54843517 -2272591 991770 0 X X 0 1 X 1 0 X 9715510 8917787 6836736 13308222 8805961 47584216 9715510 8917787 6836736 13308222 8805961 47584216 71371 47512845 645904 498327 629525 947860 1367794 4089410 -73517 -60356 -68363 -48238 -250474 1511 197861 -51208 -132706 -7156 8302 51431454 24171730 0.92380 0.88860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14211252 147329 1496327 458000 15396908 17243006 -28987 -2322767 680000 14211252 13740339 -63441 4196108 630000 17243006 14206636 -49810 163513 580000 13740339 17382254 -3393549 826582 608651 14206636 0.68000 0.32000 0 0 24016716 4045710 19971006 10368515 8053423 2315092 22286098 LEASE LIABILITY, LONG TERM 5275657 5275657 X 18265436 991770 1023623 112713 2128106 16137330 0 16137330 19546257 1023623 112713 1136336 18409921 0 18409921 PART X, LINE 2: THE THEATER FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE THEATER FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. THE THEATER'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B 98,486. RENTAL EXPENSE ON FORM 990, PART VIII, LINE 6B 14,226. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B 98,486. RENTAL EXPENSE ON FORM 990, PART VIII, LINE 6B 14,226. SCHEDULE D, PART V, LINE 4: THE THEATER'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE GOVERNING BOARD TO FUNCTION AS ENDOWMENT. NET ASSETS ASSOCIATED WITH THE FUND ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE THEATER WILL CLASSIFY AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF ANY GIFTS DONATED TO A PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF ANY SUBSEQUENT GIFTS TO A PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF ANY DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS WILL BE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE THEATER IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. GALA 1484961 1443261 41700 264142 1484961 1443261 41700 264142 264142 -222442 X X X X X 0 0 0 0 0 0 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 344810 0 0 0 17228 0 0 0 12655 0 374693 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 347994 0 0 0 14263 0 0 0 9607 0 371864 0 0 0 RICHARD BOYNTON CREATIVE PRODUCER 172830 0 0 0 0 0 0 0 11259 0 184089 0 0 0 KATHERINE RIOPELLE MANAGING DIRECTOR 140167 0 0 0 0 0 0 0 23324 0 163491 0 0 0 A ILLINOIS FINANCE AUTHORITY SERIES 2015 861091967 2016-02-11 15100000 CULTURAL FACILITY REVENUE BOND 0 0 0 A 15100000 218895 4100000 2028 0 0 1 1 A 0 0 0 0 0 1 THE NORTHERN TRUST COMPANY 3.000000000000 0 0 0 0 0 A 0 X 17 1050814 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 AYODEJI AYODELE AND BRAYTON ALLEY ARE EMPLOYED AT THE SAME FINANCIAL INSTITUTION. JENNIFER O'NEILL AND TIM HANNAHS ARE EMPLOYED AT THE SAME FINANCIAL INSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SENT TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. THESE FORMS ARE REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EXECUTIVE OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS DESIGNATED THIS AUTHORITY TO THE EXECUTIVE COMMITTEE THROUGH THE COMMITTEE'S CHARTER. THE COMMITTEE UTILIZED VARIOUS TOOLS TO DETERMINE APPROPRIATE COMPENSATION LEVELS, INCLUDING THE FORM 990 OF OTHER ORGANIZATIONS, AND COMPENSATION SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AS REQUIRED BY LAW. ADDITIONALLY, THESE DOCUMENTS ARE AVAILABLE ON THE ILLINOIS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.