2023-06-12T15:17:52-05:00 2022-07-31 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2021-08-01 363847280 Writers Theatre Inc WRIT 8472426010 321 Park Avenue Glencoe IL 60022 Kathryn M Lipuma Executive Director 8472426010 2023-06-09 1 Kathryn Lipuma XXX-XX-XXXX Ariel Garcia P02244437 3126343400 2023-06-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Kathryn M Lipuma 321 Park Avenue Glencoe IL 60022 5223048 0 X www.writerstheatre.org X 1992 IL To present world-class productions of classic, adapted, and original plays, and to provide a wide array of education and enrichment programming for area students and theatre-goers. 22 21 87 21 27161 11845 3108662 4026918 281478 815520 121638 117650 -52666 24303 3459112 4984391 0 0 0 0 1921179 2830393 0 0 511315 1900597 2586373 3821776 5416766 -362664 -432375 34601018 32763142 2263229 1167321 32337789 31595821 X Writers Theatre (WT) is a literary organization that operates not-for-profit theatres in Glencoe, Illinois. WT explores works in which the word on the page and the artists who bring that word to life hold primary importance. Central to this mission are three core objectives: valuing text, both classic and contemporary, as the fundamental source of inspiration; creating deliberately intimate performances where audiences engage with powerful stories; and honoring the time and commitment of our artists with industry-leading compensation. 0 0 3951168 0 805595 Artistic Programming:Writers Theatre invited audiences to the theatre with a dynamic 30th Anniversary Season that featured an autobiographical one-man comedy, a coming-of-age story with a new perspective and two world premieres of WT commissions. Dishwasher Dreams, written and performed by Alaudin Ullah, opened the 2021/22 Season in the Alexandra C. and John D. Nichols Theatre and was a co-production with Hartford Stage. The production ran from December 9, 2021 - January 16, 2022 and WT offered a dynamic 3-camera recording of Dishwasher Dreams for on-demand streaming when rising COVID cases tied to the Omicron variant impacted in-person performances. The word premiere of Wife of a Salesman ran from March 3 - April 3, 2022 in the Alexandra C. and John D. Nichols Theatre and was produced in association with Milwaukee Repertory Theater. The Chicago premiere of Athena by Gracie Gardner followed in the Gillian Theatre and ran from May 5 - July 10, 2022. The world premiere of Pearl's Rollin' with the Blues: A Night with Felicia P. Fields, created by Felicia P. Fields and Ron OJ Parson, closed the 2021/22 Season in the Alexandra C. and John D. Nichols Theatre and ran from June 23 - July 24, 2022. 85677 0 9925 In the first year returning to in-person programming, Writers Theatre education initiatives reached 598 students with quality, long-term engagement. WT Education is steadily rebuilding its program capacity following COVID-19 disruptions.RESIDENCY PROGRAMS The Novel Series is WT Education's longest-running in-school program, developed in partnership with CPS teachers. This arts-integrated theatre and literacy program partners with classroom teachers for a 10-day residency that promotes the academic, artistic and social-emotional development of students through a rigorous, inquiry-driven artistic process. The Novel Series returned to in-person residencies for the 2021/22 school year, serving 451 students in CPS classrooms. The WRITE ON! residency is a customizable program that creates a bespoke project to meet the needs of the students and objectives of the partner organization, school or teacher. WT Education partnered with the Family Service of Lake County for the 2020/21 school year to create a WRITE ON! residency that infused their Nuestro Club's remote after-school programming with an interdisciplinary blend of theatre, literary and visual arts. WT Education and Family Services of Lake County renewed the WRITE ON! program as an in-person residency for the 2021/22 school year, serving 70 students.STUDENT MATINEESFor the first time since the pandemic began, WT hosted 77 students from Kennedy High School in Garfield Ridge and Westinghouse College Prep in Garfield Park for a matinee performance of Athena.ON-SITE CREATIVE LEARNINGWT Education is strengthening Onsite Creative Learning with new Community Engagement initiatives to include Youth Matinee Workshops and Community Engagement Workshops for students of all ages. WT Education also coordinated unique enrichment events with community partners throughout the 2021/22 production seasonTOURING OUTREACHWT Education is developing a new Touring Outreach production to promote civic responsibility and social justice. The next iteration of the program is still in early stages of development and the process will include input from and engagement with the target audience. 84749 0 0 Literary Development Initiative:Since 1992, Writers Theatre has produced 30 world premieres: 10 plays, 15 adaptations and 5 musicals. In 2004, WT launched the Literary Development Initiative (LDI) to revisit classic works, adapt celebrated literature for the stage and usher forward today's most innovative voices as the classics of the future. Two WT commissions, Wife of a Salesman and Pearl's Rollin' with the Blues, premiered as part of the 2021/22 Season. Wife of a Salesman received a week-long in-person workshop at WT in November 2021 before the world premiere in March 2022. 4121594 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 70 0 1 87 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Kathryn Lipuma 8472426010 321 Park Avenue Glencoe IL 60022 Kathryn M Lipuma Executive Director 40.00 X X 207120 0 10630 Michael Halberstam Artistic Director until 8/13/21 40.00 X X 192764 0 6817 Mary Pat Studdert Chair 1.00 X X 0 0 0 Gillian Goodman Vice Chair 1.00 X X 0 0 0 Beth L Kronfeld Vice Chair 1.00 X X 0 0 0 Tom Hodges Vice Chair 1.00 X X 0 0 0 Elaine Tinberg Vice Chair 1.00 X X 0 0 0 Linda Umans Vice Chair 1.00 X X 0 0 0 Jaime Freeman Treasurer 1.00 X X 0 0 0 Benjamin Cohen Secretary 1.00 X X 0 0 0 Savi Pai Secretary 1.00 X 0 0 0 Sara Cohan Trustee 1.00 X 0 0 0 Nicole Elipas Doherty Trustee 1.00 X 0 0 0 Katie Florig Trustee 1.00 X 0 0 0 Bruce Grieve Trustee 1.00 X 0 0 0 Christopher N Knight Trustee 1.00 X 0 0 0 Russ Mayerfeld Trustee 1.00 X 0 0 0 Lloyd Morgan Trustee 1.00 X 0 0 0 Michael Petersen Trustee 1.00 X 0 0 0 Christopher S Pfaff Trustee 1.00 X 0 0 0 Sonia Smith-Evans Trustee 1.00 X 0 0 0 Stephanie Sick Trustee 1.00 X 0 0 0 Kendra Wallace Trustee 1.00 X 0 0 0 399884 0 17447 2 0 1 0 0 765826 2094229 1166863 4026918 Admissions 711110 747172 747172 Ticket Handling 711110 30690 30690 Production Enhancement 711110 27733 27733 Education Programs 711110 9925 9925 815520 82800 82800 2756 2756 109877 75027 34850 34850 34850 39735 765826 148738 -109003 -109003 17996 14892 3104 3104 Legal Settlement 900099 100000 100000 Facility Rentals 900099 27161 27161 285 285 127446 4984391 815520 27161 114792 200955 134687 35967 30301 2223117 1490012 397898 335207 18223 10682 5255 2286 158218 92744 45628 19846 229880 165711 33082 31087 35532 35532 37898 37898 497209 366581 92139 38489 198029 187307 10722 127829 118573 5205 4051 130580 76551 44910 9119 82798 82798 458164 431152 17330 9682 68165 53021 10674 4470 18256 10954 3651 3651 695630 673036 11297 11297 43627 41055 1650 922 Props and Scenery 128266 128266 Electrical Equipment 26740 26740 Costumes 25314 25314 UBI Tax 3846 3846 8490 6410 1895 185 5416766 4121594 783857 511315 764020 921036 4809754 2957119 656325 412853 15113 8314 244034 270081 30091676 4939030 25653143 25152646 2458629 3041093 34601018 32763142 60885 68142 193627 262883 354689 328678 1654028 507618 2263229 1167321 X 28329032 28158352 4008757 3437469 32337789 31595821 34601018 32763142 -432375 -309593 0 X 0 1 X 1 0 X 5151166 2918984 6050458 3108662 4026918 21256188 5151166 2918984 6050458 3108662 4026918 21256188 3430762 17825426 67285 56805 56005 58416 85556 324067 12540 29951 226 2932 11845 57494 135859 191787 100864 1397 118281 548188 22185937 9606073 0.80350 0.81790 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Income - 2017 Amount: $ 16,951. 2018 Amount: $ 79,465. 2019 Amount: $ 20,727. 2020 Amount: $ 349. 2021 Amount: $ 100,285. Gross Sales of Inventory - 2017 Amount: $ 118,908. 2018 Amount: $ 112,322. 2019 Amount: $ 80,137. 2020 Amount: $ 1,048. 2021 Amount: $ 17,996. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3173089 0 -185990 0 109877 0 2877222 2566343 150000 536651 79905 3173089 2032457 500000 113792 79906 2566343 2000745 111712 80000 2032457 2000000 745 2000745 0.00000 0.86889 0.13111 0 0 150000 150000 28482997 3797459 24685538 1458679 1141571 317108 25152646 X 4689690 -309593 -309593 4999283 -14892 -14892 4984391 5431658 14892 14892 5416766 0 5416766 Part V, Line 4: The Theatre's endowment is comprised of contributions received and restricted by donors to be invested in perpetuity for charitable or educational activities and to give general operating support to the Theatre. Part X, Line 2: The Theatre, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Theatre may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Theatre and various positions related to the potential sources of unrelated business taxable income. Taxable income on those activities results from the income less direct and indirect expenses. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the year. The Theatre files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. Part XI, Line 4b - Other Adjustments: Cost of Goods Sold -14,892. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 14,892. WordPlay Gala 805561 765826 39735 5000 42883 69780 31075 805561 765826 39735 5000 42883 69780 31075 148738 -109003 X X X 1 0 0 0 0 0 0 0 0 Kathryn M Lipuma Executive Director 174966 0 32154 0 0 0 3553 0 7077 0 217750 0 0 0 Michael Halberstam Artistic Director until 8/13/21 117077 0 0 0 75687 0 2126 0 4691 0 199581 0 0 0 Part I, Line 4a Michael Halberstam received severance payments amounting to $75,687. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by an independent outside accounting firm based on input from various Writers Theatre staff members. The prepared return was then reviewed by the CFO, and presented to the Finance Committee of the Board for discussion and review. After review by the Finance Committee, the Form 990 was made available to the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Trustees are annually provided with and asked to complete a Conflict of Interest Disclosure Form which requires them to disclose any relationships or transactions in which they or their family members are involved that could lead to a conflict of interest with their position as Trustees of Writers Theatre. Outside of the annual disclosure process, trustees are expected to promptly disclose any potential conflicts; the Board shall consider the facts and act accordingly. The Executive Director and Artistic Director are expected to report at least annually concerning conflicts, and potential conflicts should be promptly disclosed when discovered. Form 990, Part VI, Section B, line 15 Reasonable Compensation: It is the policy of Writers Theatre to pay no more than reasonable compensation for personal services rendered to Writers Theatre by Trustees or employees. The Trustees of Writers Theatre shall not receive compensation for fulfilling their duties as Trustees, although Trustees may be reimbursed for actual out-of-pocket expenses which they incur in order to fulfill their duties as Trustees. Expenses of spouses will not be reimbursed by Writers Theatre unless the expenses are necessary to achieve a specific, pre-approved purpose. Approval of Compensation: The Executive Committee of the Board of Trustees must approve in advance the amount of all compensation for the Executive Director, Artistic Director, and any Trustee entering into an agreement to provide personal services for payment to Writers Theatre subject to the terms of the Writers Theatre Conflict of Interest Policy. Before approving such compensation, the Compensation Committee shall determine that the total compensation to be provided by Writers Theatre is reasonable in amount in light of the position, responsibility and qualification for the position held, including the result of an evaluation of prior performance for Writers Theatre, if applicable. In making the determination, the Compensation Committee shall consider total compensation to include the salary and the value of all benefits provided by Writers Theatre to the individual in payment for services. At the time of the discussion and decision concerning compensation, the Executive Director, Artistic Director or Trustee should not be present in the meeting. The Compensation Committee will obtain and consider appropriate data concerning comparable compensation paid to similar positions in like circumstances. Once the Compensation Committee has met and reached an agreement, it will make a recommendation to the Executive Committee for approval. The Executive Committee shall set forth the basis for its decisions with respect to compensation in the minutes of the meeting at which the decisions are made, including the conclusions of the evaluation and the basis for determining that the individual's compensation was reasonable in light of the evaluation and the comparability data. Form 990, Part VI, Section C, line 19 Writers Theatre provides copies of its governance policies, conflict of interest policy and financial statements upon request. Documents are made available per the disclosure requirements of Section 6104(d).