CHICAGO SHAKESPEARE THEATER: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO SHAKESPEARE THEATER (EIN 36-3467607)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-23
- IRS object ID
- 202340549349301404
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-23T12:33:42-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MICHIGAN AVE 2800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363467607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO SHAKESPEARE THEATER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3126674962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN TRESNOWSKI | PersonNm |
| Person Title | SECRETARY, DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 3126674962 | PhoneNum |
| Signature | 2023-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | TRESNOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK HEROUX | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2023-02-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK S OUWELEEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,471,284 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHICAGOSHAKES.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO BRING TO LIFE THE PLAYS OF SHAKESPEARE AND PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Volunteers | 1080 | TotalVolunteersCnt |
| Total Gross UBI | -$68,363 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,836,736 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,308,222 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $725,962 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,694,452 | CYProgramServiceRevenueAmt |
| PY Investment Income | $761,169 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,044,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$51,208 | PYOtherRevenueAmt |
| CY Other Revenue | $153,226 | CYOtherRevenueAmt |
| PY Total Revenue | $8,272,659 | PYTotalRevenueAmt |
| CY Total Revenue | $17,200,053 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,573,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,766,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $775,111 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,567,473 | PYOtherExpensesAmt |
| CY Other Expenses | $5,691,928 | CYOtherExpensesAmt |
| PY Total Expenses | $9,141,359 | PYTotalExpensesAmt |
| CY Total Expenses | $12,457,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$868,700 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,742,076 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,989,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,017,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,222,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,869,535 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,767,872 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,147,681 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,141,398 | ExpenseAmt |
| Revenue | $3,960,194 | RevenueAmt |
| Desc | (SEE SCHEDULE O)CHICAGO SHAKESPEARE THEATER'S YEAR-ROUND SEASON FEATURES AS MANY AS TWENTY PRODUCTIONS AND 650 PERFORMANCES, INCLUDING PLAYS, MUSICALS, WORLD PREMIERES, MULTIGENERATIONAL AND COMMUNITY PROGRAMMING, AND PRESENTATIONS FROM AROUND THE GLOBE. CHICAGO SHAKESPEARE'S ARTISTIC PROGRAM RANGES FROM VISCERAL INTERPRETATIONS OF SHAKESPEARE TO MODERN PLAYS AND MUSICALS, NEW WORK AND UNIQUE SITE-SPECIFIC, IMMERSIVE THEATRICAL EVENTS. EACH SEASON, THE THEATER COLLABORATES WITH RENOWNED INTERNATIONAL ARTISTS AND COMPANIES; DEVELOPS INNOVATIVE NEW WORK; AND PARTNERS WITH CHICAGO'S SCHOOLS, NEIGHBORHOODS, AND MORE THAN 600 COMMUNITY ORGANIZATIONS ACROSS THE CITY SERVING 225,000 AUDIENCE MEMBERS ANNUALLY, WITH ONE IN FOUR UNDER THE AGE OF EIGHTEEN. THE COMPANY SPEARHEADED SHAKESPEARE 400 CHICAGO, CELEBRATING SHAKESPEARE'S LEGACY IN A CITYWIDE, YEARLONG INTERNATIONAL ARTS AND CULTURE FESTIVAL, WHICH ENGAGED 1.1 MILLION PEOPLE. THE THEATER'S NATIONALLY ACCLAIMED ARTS-IN-LITERACY PROGRAMS SUPPORT THE WORK OF ENGLISH AND DRAMA TEACHERS, AND BRING SHAKESPEARE TO LIFE ON STAGE FOR TENS OF THOUSANDS OF THEIR STUDENTS EACH SCHOOL YEAR. OVER THE SUMMER, THE COMPANY TOURS A PROFESSIONAL PRODUCTION OF SHAKESPEARE'S WORK, FREE FOR ALL, TO NEIGHBORHOOD PARKS ACROSS THE CITY. IN 2017 THE THEATER UNVEILED THE YARD AT CHICAGO SHAKESPEARE-WITH ITS INNOVATIVE DESIGN THAT HAS CHANGED THE SHAPE OF THEATER ARCHITECTURE. TOGETHER WITH THE JENTES FAMILY COURTYARD THEATER AND THE THOMA THEATER UPSTAIRS, THE YARD POSITIONS CHICAGO SHAKESPEARE AS THE CITY'S MOST VERSATILE PERFORMING ARTS CENTER. THE THEATER IS COMMITTED TO MAKING ITS FACILITY AND PERFORMANCES ACCESSIBLE TO ALL PATRONS, INCLUDING THOSE WHO ARE BLIND OR HAVE LOW VISION, THOSE WHO ARE DEAF OR HAVE HEARING LOSS, AND THOSE WITH MOBILITY DISABILITIES. CHICAGO SHAKESPEARE OFFERS AMERICAN SIGN LANGUAGE DUO-INTERPRETATION, OPEN CAPTIONING, AUDIO DESCRIPTION, TOUCH TOURS, AND LARGE-PRINT AND BRAILLE PROGRAMS. | Desc |
| Total Program Service Expenses | $9,141,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN TRESNOWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126674962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALLAN E BULLEY III | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GAINES | |||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | $312,329 | $0 | $9,107 | Yes (X) | |
| BINTA NIAMBI BROWN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAYTON B ALLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN W DUWE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| C GARY GERST | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE B SEGAL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHASE COLLINS LEVEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER OBRIEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIVE CHRISTISON | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CRISS HENDERSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $299,217 | $0 | $18,447 | Yes (X) | |
| DENNIS OLIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA VAN EEKEREN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH YNTEMA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK BALLANTINE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GAYLE R TILLES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY J STRUTHERS JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESS E MERTEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P KELLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RAU | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH LOSEFF | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN HAYLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN EVANICH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LANCE RICHARDS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA K MYERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| M HILL HAMMOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW O'MEARA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYNN J THOMA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK S OUWELEEN | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NAZNEEN RAZI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NEAL REENAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK R DALEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULITA A PIKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP L ENGEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA A WALTER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND F MCCASKEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND WHITACRE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RENETTA MCCANN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A KENT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W PORTER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT RYAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA G TALTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELI Z ROSENBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN A BRODSKY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J SOLOMON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEWART S HUDNUT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L BROWN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY HANNAHS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J TOMAZIN JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R JENTES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GAINES | |||||||
| 457F TERMINATION LUMP SUM | 1.00 | Yes (X) | $288,443 | $0 | $0 | Yes (X) | |
| CRISS HENDERSON | |||||||
| 457F TERMINATION LUMP SUM | 1.00 | Yes (X) | $200,433 | $0 | $0 | Yes (X) | |
| LINDA ORELLANA | |||||||
| DIRECTOR OF FINANCE, SECRE | 40.00 | $119,076 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER PLEVIN | |||||||
| DIRECTOR OF PRODUCTION | 40.00 | $104,677 | $0 | $0 | Yes (X) | ||
| DOROTHY BRIS-BOIS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $139,844 | $0 | $0 | Yes (X) | ||
| DEBORAH VANDERGRIFT | |||||||
| GENERAL MANAGER | 40.00 | $101,218 | $0 | $0 | Yes (X) | ||
| MARILYN HALPERIN | |||||||
| DIR OF EDU. & COMMUNICATIO | 40.00 | $111,240 | $0 | $0 | Yes (X) | ||
| RICHARD BOYNTON | |||||||
| CREATIVE PRODUCER | 40.00 | $147,183 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,823,660 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,554 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED INTEGRATED MARKETING | |||||
| PO BOX 845382 | BOSTON | MA | 022845382 | ADVERTISING | $215,678 |
| DYOPATH | |||||
| 13430 NORTHWEST FREEWAY SUITE 1000 | HOUSTON | TX | 77040 | IT SERVICES | $121,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $760,922 | FundraisingAmt |
| Government Grants | $5,908,751 | GovernmentGrantsAmt |
| All Other Contributions | $6,638,549 | AllOtherContributionsAmt |
| Noncash Contributions | $133,989 | NoncashContributionsAmt |
| Total Contributions | $13,308,222 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $2,558,545 | $2,558,545 |
| TICKET FEES | 711110 | $135,907 | $135,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,694,452 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $661,928 | TotalRevenueColumnAmt |
| Exclusion | $661,928 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,932 | TotalRevenueColumnAmt |
| Exclusion | $285,932 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,168 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,881 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$88,713 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$88,713 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$88,713 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,310,192 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $927,967 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,225 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,225 | TotalRevenueColumnAmt |
| Exclusion | $382,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $760,922 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $150,864 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$150,864 | TotalRevenueColumnAmt |
| Exclusion | -$150,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $125,110 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $47,519 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,591 | TotalRevenueColumnAmt |
| Exclusion | $77,591 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $20,350 | $20,350 | |
| OTHER INCOME | 812900 | $8,930 | $8,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,200,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,694,452 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$68,363 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,265,742 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,498 | TotalAmt |
| Program Services | $850,598 | ProgramServicesAmt |
| Management And General | $368,900 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,280,303 | TotalAmt |
| Program Services | $2,911,915 | ProgramServicesAmt |
| Management And General | $928,180 | ManagementAndGeneralAmt |
| Fundraising | $440,208 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,648 | TotalAmt |
| Program Services | $37,648 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,578 | TotalAmt |
| Program Services | $574,154 | ProgramServicesAmt |
| Management And General | $176,913 | ManagementAndGeneralAmt |
| Fundraising | $30,511 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,022 | TotalAmt |
| Program Services | $321,266 | ProgramServicesAmt |
| Management And General | $90,497 | ManagementAndGeneralAmt |
| Fundraising | $35,259 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,191 | TotalAmt |
| Management And General | $78,191 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,095 | TotalAmt |
| Management And General | $87,095 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,599 | TotalAmt |
| Program Services | $650,599 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,620 | TotalAmt |
| Program Services | $11,234 | ProgramServicesAmt |
| Management And General | $10,328 | ManagementAndGeneralAmt |
| Fundraising | $10,058 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,016 | TotalAmt |
| Program Services | $1,073,134 | ProgramServicesAmt |
| Management And General | $58,093 | ManagementAndGeneralAmt |
| Fundraising | $17,789 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,409 | TotalAmt |
| Fundraising | $19,409 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,339 | TotalAmt |
| Management And General | $5,441 | ManagementAndGeneralAmt |
| Fundraising | $898 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,366 | TotalAmt |
| Program Services | $135,366 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,038 | TotalAmt |
| Program Services | $1,030,026 | ProgramServicesAmt |
| Management And General | $173,012 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,473 | TotalAmt |
| Program Services | $20,004 | ProgramServicesAmt |
| Management And General | $123,465 | ManagementAndGeneralAmt |
| Fundraising | $20,004 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION | $1,480,753 | $1,480,753 | ||
| ALL OTHER EXPENSES | $344,770 | $44,701 | $190,900 | $109,169 |
| EQUIPMENT MAINTENANCE | $290,245 | $250,453 | $39,792 | |
| PRINTING & MATERIALS | $33,039 | $33,039 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,975 | TotalAmt |
| Fundraising | $18,975 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,457,977 | TotalAmt |
| Program Services | $9,141,398 | ProgramServicesAmt |
| Management And General | $2,541,468 | ManagementAndGeneralAmt |
| Fundraising | $775,111 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,468,235 | BOYAmt |
| EOY | $2,066,015 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,649 | BOYAmt |
| EOY | $12,393,148 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,153,253 | BOYAmt |
| EOY | $3,236,685 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,483 | BOYAmt |
| EOY | $170,507 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,028 | BOYAmt |
| EOY | $1,206,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,241,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,777,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,501,270 | BOYAmt |
| EOY | $23,463,893 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,060,879 | BOYAmt |
| EOY | $14,449,109 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,099 | BOYAmt |
| EOY | $31,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,989,896 | BOYAmt |
| EOY | $57,017,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,818 | BOYAmt |
| EOY | $1,624,750 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,256 | BOYAmt |
| EOY | $1,291,878 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,935,657 | BOYAmt |
| EOY | $11,952,907 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,394,293 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,222,024 | BOYAmt |
| EOY | $14,869,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,644,958 | BOYAmt |
| EOY | $29,061,101 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,122,914 | BOYAmt |
| EOY | $13,086,580 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,767,872 | BOYAmt |
| EOY | $42,147,681 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,989,896 | BOYAmt |
| EOY | $57,017,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,742,076 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,362,267 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,784,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,715,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,917,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,836,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,308,222 | CurrentTaxYearAmt |
| Total | $56,563,138 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,784,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,715,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,917,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,836,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,308,222 | CurrentTaxYearAmt |
| Total | $56,563,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,929,208 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,633,930 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $401,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $645,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $629,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $947,860 | CurrentTaxYearAmt |
| Total | $3,123,278 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$45,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$73,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$60,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | -$68,363 | CurrentTaxYearAmt |
| Total | -$247,978 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$221,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$51,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$132,706 | CurrentTaxYearAmt |
| Total | -$206,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,232,324 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,016,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,243,006 | BeginningYearBalanceAmt |
| Contributions | -$28,987 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,322,767 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,000 | OtherExpendituresAmt |
| End Year Balance | $14,211,252 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,740,339 | BeginningYearBalanceAmt |
| Contributions | -$63,441 | ContributionsAmt |
| Investment Earnings Or Losses | $4,196,108 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,000 | OtherExpendituresAmt |
| End Year Balance | $17,243,006 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,206,636 | BeginningYearBalanceAmt |
| Contributions | -$49,810 | ContributionsAmt |
| Investment Earnings Or Losses | $163,513 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $580,000 | OtherExpendituresAmt |
| End Year Balance | $13,740,339 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,382,254 | BeginningYearBalanceAmt |
| Contributions | -$3,393,549 | ContributionsAmt |
| Investment Earnings Or Losses | $826,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,651 | OtherExpendituresAmt |
| End Year Balance | $14,206,636 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,867,958 | BeginningYearBalanceAmt |
| Contributions | $5,539,322 | ContributionsAmt |
| Investment Earnings Or Losses | $724,974 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $17,382,254 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,016,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,310,838 | DepreciationAmt |
| Book Value | $20,705,878 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,224,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,466,958 | DepreciationAmt |
| Book Value | $2,758,015 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,463,893 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,579,131 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,362,267 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $548,945 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $192,400 | OtherRevenueAmt |
| Revenue Not Reported | -$2,620,922 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,200,053 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,200,053 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,199,322 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $548,945 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $192,400 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $741,345 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,457,977 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,457,977 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2022 AND 2021. 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 47,519. RENTAL EXPENSE ON FORM 990, PART VIII, LINE 6B 144,881. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B 47,519. RENTAL EXPENSE ON FORM 990, PART VIII, LINE 6B 144,881. |
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $760,922 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $760,922 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $150,864 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $760,922 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $760,922 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $150,864 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $150,864 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$150,864 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA GAINES | ||||||||||||||
| ARTISTIC DIRECTOR | $312,329 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,107 | $0 | $321,436 | $0 | $0 | $0 |
| CRISS HENDERSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $299,217 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,447 | $0 | $317,664 | $0 | $0 | $0 |
| BARBARA GAINES | ||||||||||||||
| 457F TERMINATION LUMP SUM | $0 | $0 | $0 | $0 | $288,443 | $0 | $0 | $0 | $0 | $0 | $288,443 | $0 | $0 | $0 |
| CRISS HENDERSON | ||||||||||||||
| 457F TERMINATION LUMP SUM | $0 | $0 | $0 | $0 | $200,433 | $0 | $0 | $0 | $0 | $0 | $200,433 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 1 AND 2: | FormAndLineReferenceDesc |
| Explanation | IN 2020, CHICAGO SHAKESPEARE THEATER'S BOARD OF DIRECTORS DETERMINED THAT IT WAS ADVISABLE AND IN THE BEST INTERESTS OF THE COMPANY TO TERMINATE A LONGSTANDING 457(F) PLAN, EFFECTIVE JUNE 30, 2020. THE TERMINATION OF THIS EMPLOYER-SPONSORED RETIREMENT SAVINGS ACCOUNT ELIMINATED THE NEED FOR FUTURE CONTRIBUTIONS PURSUANT TO ITS TERMS. UPON TERMINATION, ALL REMAINING ACCRUED AND UNPAID BENEFITS WERE PAID IN THE FORM OF A SINGLE LUMP SUM PAYMENT TO EACH ELIGIBLE EXECUTIVE. THESE BENEFITS WERE ACCRUED FROM YEAR 2003 TO YEAR 2020, AND UPON DISTRIBUTION TOTALED $288,443, DISBURSED TO MS. GAINES REPORTED IN SCHEDULE J, AND $200,433 DISBURSED TO MR. HENDERSON REPORTED IN SCHEDULE J. ALL BENEFITS UNDER THE PLAN WERE PAID ONLY IN A MANNER THAT COMPLIED WITH THE REQUIREMENTS OF THE CODE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY SERIES 2015 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| Bond Issued | 2016-02-11 | BondIssuedDt |
| Issue Price | $15,100,000 | IssuePriceAmt |
| Purpose | CULTURAL FACILITY REVENUE BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,100,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $218,895 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $4,100,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2028 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $133,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 EXECUTIVE 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. |
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