2025-05-13T15:33:02-05:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 560 HARRISON AVENUE 504 BOSTON MA 02118 CHRIS MANNELLI EXECUTIVE DIRECTOR 6172667900 2025-05-13 1 1 DAVID KELLEHER CPA P01059560 5083669100 2025-05-13 2023 2025-03-06 01:10:19Z CHRIS MANNELLI 560 HARRISON AVENUE 504 BOSTON MA 02118 17991130 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 39 39 485 94 0 0 19210073 13340227 4870052 3698046 397698 573324 2980766 204626 27458589 17816223 0 0 0 0 8735446 8615600 0 0 1545156 11648530 12000125 20383976 20615725 7074613 -2799502 131964067 123836368 42450985 33334605 89513082 90501763 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENTMISSION STATEMENT: THE HUNTINGTON THEATRE COMPANY ENGAGES, INSPIRES, ENTERTAINS AND CHALLENGES AUDIENCES WITH THEATRICAL PRODUCTIONS THAT RANGE FROM THE CLASSICS TO NEW WORKS; WE TRAIN AND SUPPORT THE NEXT GENERATION OF THEATRE ARTISTS; WE PROVIDE ARTS EDUCATION PROGRAMS THAT PROMOTE LIFE-LONG LEARNING TO A DIVERSE COMMUNITY; AND WE CELEBRATE THE ESSENTIAL POWER OF THE THEATRE TO ILLUMINATE OUR COMMON HUMANITY. 0 0 15800250 3958404 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 15800250 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 222 0 1 485 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LISA TOBIAS 6172731527 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 MICHAEL MASO MANAGING DIRECTOR (UNTIL 6/30/23) 40.00 X 572232 0 22844 LORETTA GRECO ARTISTIC DIRECTOR 40.00 X 309768 0 28937 ELISABETH SAXE CHIEF DEVELOPMENT OFFICER 40.00 X 265917 0 23395 SONDRA KATZ GENERAL MANAGER 40.00 X 163794 0 29715 ANNE RIPPEY DIRECTOR OF MARKETING 40.00 X 158353 0 18084 TEMPLE GILL DIRECTOR OF PUBLIC AFFAIRS 40.00 X 125651 0 35641 CHRIS MANNELLI EXECUTIVE DIRECTOR 40.00 X 77489 0 0 NEAL BALKOWITSCH PRESIDENT 1.50 X X 0 0 0 DAVID R PEELER CHAIRMAN 1.50 X X 0 0 0 CAROLINE ANN MERRIFIELD VICE CHAIR 1.50 X X 0 0 0 BETSY BANKS EPSTEIN CLERK 1.50 X X 0 0 0 LINDA H THOMAS TREASURER 1.50 X X 0 0 0 ARTHUR C HODGES TRUSTEE 1.50 X 0 0 0 BETTE COHEN TRUSTEE 1.50 X 0 0 0 BILLY PORTER TRUSTEE 1.50 X 0 0 0 CAROL B LANGER TRUSTEE 1.50 X 0 0 0 CAROL DEANE TRUSTEE 1.50 X 0 0 0 CAROLE ALKINS TRUSTEE 1.50 X 0 0 0 COKIE PERRY TRUSTEE 1.50 X 0 0 0 DAVID ALTSHULER TRUSTEE 1.50 X 0 0 0 DAVID FIRESTONE TRUSTEE 1.50 X 0 0 0 DAVID LEATHERS TRUSTEE 1.50 X 0 0 0 DAVID R EPSTEIN TRUSTEE 1.50 X 0 0 0 GEORGE YIP TRUSTEE 1.50 X 0 0 0 GERARD H COHEN TRUSTEE 1.50 X 0 0 0 IMARI PARIS JEFFRIES TRUSTEE 1.50 X 0 0 0 J DAVID WIMBERLY TRUSTEE 1.50 X 0 0 0 JANE JAMIESON TRUSTEE 1.50 X 0 0 0 JOHN BARROS TRUSTEE 1.50 X 0 0 0 JOHN CINI TRUSTEE 1.50 X 0 0 0 KAREN HOLMES WARD TRUSTEE 1.50 X 0 0 0 KATE TAYLOR TRUSTEE 1.50 X 0 0 0 KRISTINE S LANGDON TRUSTEE 1.50 X 0 0 0 LINDA WAINTRUP TRUSTEE 1.50 X 0 0 0 MAHMOOD MALIHI TRUSTEE 1.50 X 0 0 0 MARGARET EAGLE TRUSTEE 1.50 X 0 0 0 MARY CONNOLLY TRUSTEE 1.50 X 0 0 0 MARY WOLFSON TRUSTEE 1.50 X 0 0 0 MITCHELL J ROBERTS TRUSTEE 1.50 X 0 0 0 RUMENA MANOLOVA-SENCHAK TRUSTEE 1.50 X 0 0 0 SANDRA O MOOSE TRUSTEE 1.50 X 0 0 0 SHARON MALT TRUSTEE 1.50 X 0 0 0 SHERRYL COHEN TRUSTEE 1.50 X 0 0 0 VERONICA WISEMAN TRUSTEE 1.50 X 0 0 0 WENDELL TAYLOR TRUSTEE 1.50 X 0 0 0 WILLIAM P MCQUILLAN TRUSTEE 1.50 X 0 0 0 ANN T HALL TRUSTEE 1.50 X 0 0 0 1673204 0 158616 6 0 1 0 SHAWMUT DESIGN & CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION 1200202 NOBLE FORD PRODUCTIONS INC 1 ROBIN CIR WEST NEWBURY MA 01985 ADVERTISING 336659 MAX ULTIMATE FOOD 10 NEWMARKET SQUARE BOSTON MA 02118 CATERING 260680 BRUNER COTT & ASSOCIATES 225 FRIEND ST 701 BOSTON MA 02114 ARCHITECTURE 249693 LONDON ARTS DISCOVERY LTD THE QUADRANT CENTRE LIMES ROAD WEYBRIDGE UK KT138DH TRAVEL AGENCY 233236 5 1245329 271838 11823060 300937 13340227 TICKETS 711110 2561001 2561001 SHOPS AND RENTALS 711110 640629 640629 CONCESSIONS 711110 297732 297732 ROYALTIES 900099 198684 198684 3698046 573324 573324 119175 1245329 174907 -55732 -55732 INTEREST REVENUE ON BRIDGE AND DI 900099 260358 260358 260358 17816223 3958404 0 517592 668406 261064 160160 247182 5117673 3109890 1489719 518064 90717 69970 14562 6185 2226994 1819178 296056 111760 511810 298007 146602 67201 37773 37773 299436 299436 1696 1696 1409564 1128090 229273 52201 948344 874564 73780 317252 225820 62259 29173 346741 346741 374093 371593 2500 3497879 3138244 339586 20049 631724 217754 26459 387511 181978 100197 17614 64167 1450761 1450392 369 1183016 1136642 30256 16118 170351 170351 MATERIALS 1092312 925958 94354 72000 ADDITION TO THE ALLOWAN 57205 55955 1250 GENERAL AND ADMINISTRAT 0 671191 -623486 -47705 20615725 15800250 3270319 1545156 8144785 3448467 1864314 420380 5336603 1800085 711540 464540 433916 386826 35475800 12913449 23333929 22562351 31413922 36265528 45591961 45135342 15133097 13352849 131964067 123836368 1881350 1643052 2047364 1997216 31895896 23729028 6626375 5965309 42450985 33334605 X 55794660 53032376 33718422 37469387 89513082 90501763 131964067 123836368 X -2799502 4933818 -1145635 X X 0 1 X 1 0 X 15210790 11198349 23803975 19210073 13340227 82763414 15210790 11198349 23803975 19210073 13340227 82763414 6866294 75897120 483793 368721 266028 397698 573324 2089564 84852978 26786042 0.89450 0.82090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 1696 0 1696 0 33300180 1500000 5479306 4427549 35851937 27195200 5000000 3783932 2678952 33300180 31038660 -3843460 27195200 25012650 7286056 1260046 31038660 25241135 980475 -1208960 25012650 0.64880 0.35120 0 0 3590600 3590600 25110404 8037680 17072724 431690 376159 55531 6343106 4499610 1843496 22562351 NOTE RECEIVABLE 45135342 C 45135342 DEVELOPER FEE RECEIVABLE 2500000 RESTRICTED CASH 118554 RIGHT-OF-USE ASSETS - OPERATING 5844175 DUE FROM REALTY 1715603 DUE FROM HUNTINGTON MASTER TENANT, LLC 2687754 CONSTRUCTION IN PROGRESS 486763 13352849 OPERATING LEASE LIABILITIES 5965309 5965309 X PART V, LINE 4: THE HUNTINGTON HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT AIM TO SAFEGUARD THE PURCHASING POWER OF THE ENDOWMENT PRINCIPAL, GENERATE AN ONGOING REVENUE SOURCE AND TO PROVIDE FOR GROWTH OF THE INVESTMENT PRINCIPAL IN ACCORDANCE WITH UPMIFA. THE INVESTMENTS ARE TO BE SPLIT BETWEEN EQUITY AND FIXED INCOME INVESTMENTS TO ACCOMPLISH THESE GOALS. UNDER THIS POLICY, THE ENDOWMENT ASSETS ARE INVESTED TO PROVIDE A COMPETITIVE TOTAL RATE OF RETURN COMMENSURATE WITH PRUDENT DIVERSIFICATION AND MODERATE RISK. RISK AND DIVERSIFICATION PARAMETERS HAVE BEEN ESTABLISHED AND THE ENDOWMENT IS MAINTAINED AND REBALANCED, IF NECESSARY, ACCORDING TO THE HUNTINGTON'S INVESTMENT POLICY. THE HUNTINGTON RELIES ON A TOTAL RATE OF RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT INCOME (INTEREST AND DIVIDENDS). WHILE IT IS UNDERSTOOD THAT THE ENDOWMENT ASSETS ARE TO BE MANAGED WITH A LONG-TERM FOCUS, THE HUNTINGTON MONITORS INVESTMENT PERFORMANCE AGAINST APPLICABLE BENCHMARKS QUARTERLY. PART X, LINE 2: THE HUNTINGTON ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATING FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE HUNTINGTON HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024. THE HUNTINGTON'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. SPOTLIGHT GALA 1364504 1245329 119175 21755 121588 31564 1364504 1245329 119175 21755 121588 31564 174907 -55732 X X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO MANAGING DIRECTOR (UNTIL 6/30/23) 259012 0 313220 0 0 0 12010 0 10834 0 595076 0 0 0 LORETTA GRECO ARTISTIC DIRECTOR 309768 0 0 0 0 0 0 0 28937 0 338705 0 0 0 ELISABETH SAXE CHIEF DEVELOPMENT OFFICER 260651 0 5266 0 0 0 13427 0 9968 0 289312 0 0 0 SONDRA KATZ GENERAL MANAGER 163794 0 0 0 0 0 8849 0 20866 0 193509 0 0 0 ANNE RIPPEY DIRECTOR OF MARKETING 158353 0 0 0 0 0 8116 0 9968 0 176437 0 0 0 TEMPLE GILL DIRECTOR OF PUBLIC AFFAIRS 125651 0 0 0 0 0 6807 0 28834 0 161292 0 0 0 JOHN CINI TRUSTEE 119969 FOUNDER/PRESIDENT OF HIGH OUTPUT, WHICH PROVIDES LIGHTING, SOUND, AND EFFECTS FOR THE SHOWS 0 NEAL BALKOWITSCH TRUSTEE 260680 CO-FOUNDER OF MAX ULTIMATE FOODS, WHICH CATERS MANY OF THE HUNTINGTON'S EVENTS 0 MAHMOOD MALIHI TRUSTEE 78725 CO-PRESIDENT/PARTNER AT LEGGATT MCCALL, WHICH IS THE PROJECT MANAGER FOR OUR MAJOR CONSTRUCTION PROJECTS, INCLUDING BOTH THE WEST AND EAST WING PROJECTS 0 X 3269 300937 0 0 0 FORM 990, PART III, LINE 4A, PROGRAM DESCRIPTIONS: THE HUNTINGTON THEATRE COMPANY IS BOSTON'S LEADING PROFESSIONAL THEATRE AND ONE OF THE REGION'S PREMIER CULTURAL ASSETS. SINCE ITS FOUNDING IN 1982, THE HUNTINGTON HAS RECEIVED OVER 150 ELLIOT NORTON AND INDEPENDENT REVIEWERS OF NEW ENGLAND AWARDS, AS WELL AS THE TONY AWARD FOR OUTSTANDING REGIONAL THEATRE. IN THE PAST 41 YEARS, THE HUNTINGTON HAS PLAYED TO AN AUDIENCE OF 3.5 MILLION, PRESENTED OVER 200 PLAYS (18 OF WHICH WENT ON TO BROADWAY OR OFF BROADWAY), AND SERVED OVER 500,000 STUDENTS, COMMUNITY MEMBERS, AND OTHER CULTURAL ORGANIZATIONS. UNDER THE DIRECTION OF NORMA JEAN CALDERWOOD ARTISTIC DIRECTOR LORETTA GRECO AND EXECUTIVE DIRECTOR CHRIS MANNELLI, THE HUNTINGTON BRINGS TOGETHER WORLD-CLASS THEATRE ARTISTS FROM BOSTON, BROADWAY, AND BEYOND WITH THE MOST PROMISING NEW TALENT TO CREATE ECLECTIC SEASONS OF EXCITING NEW WORKS AND CLASSICS MADE CURRENT. A LONGSTANDING ANCHOR CULTURAL INSTITUTION OF HUNTINGTON AVENUE, THE AVENUE OF THE ARTS, THE HUNTINGTON NOW FULLY OWNS THE HUNTINGTON AVENUE THEATRE AND HAS COMPLETED THE FIRST PHASE OF A TRANSFORMATIONAL RENOVATION AND EXPANSION OF THE HISTORIC VENUE, WHICH IN ITS SECOND PHASE WILL ADD FIRST-RATE, MODERN AMENITIES INCLUDING A NEW ENTRANCE AND EXPANSIVE LOBBY, AS WELL AS EXPANDING SERVICES TO AUDIENCES, ARTISTS, AND THE COMMUNITY. THE HUNTINGTON BUILT THE STANFORD CALDERWOOD PAVILION AT THE BOSTON CENTER FOR THE ARTS (BCA) IN 2004 AS A HOME FOR ITS NEW WORK ACTIVITIES AND TO PROVIDE A MUCH-NEEDED RESOURCE FOR THE LOCAL THEATRE COMMUNITY. AT THE CALDERWOOD PAVILION, THE HUNTINGTON PROVIDES FIRST-CLASS FACILITIES AND AUDIENCE SERVICES AT SIGNIFICANTLY SUBSIDIZED RATES TO DOZENS OF ORGANIZATIONS EACH YEAR, INCLUDING SOME OF BOSTON'S MOST EXCITING SMALL AND MID-SIZED THEATRE COMPANIES. THE HUNTINGTON SERVES 200,000 AUDIENCE MEMBERS EACH YEAR AT THE HUNTINGTON AVENUE THEATRE AND THE CALDERWOOD PAVILION AT THE BCA. THROUGH A DIVERSE AND IMPACTFUL RANGE OF NATIONALLY-RENOWNED EDUCATION AND COMMUNITY PROGRAMS, THE HUNTINGTON ENGAGES 36,000 YOUNG PEOPLE AND ADULTS IN UNDERSERVED NEIGHBORHOODS EACH YEAR. THESE PROGRAMS INCLUDE THE POETRY OUT LOUD NATIONAL RECITATION CONTEST, THE AUGUST WILSON MONOLOGUE COMPETITION, THE NEXT NARRATIVE MONOLOGUE COMPETITION, THE HUNTINGTON COMMUNITY MEMBERSHIP INITIATIVE, A YOUTH PLAYWRITING PROGRAM CALLED EPIC, AND THE STUDENT MATINEE SERIES. THE HUNTINGTON IS A FOUNDING PARTNER OF CODMAN ACADEMY CHARTER PUBLIC SCHOOL AND HAS COLLABORATED WITH CODMAN FOR 21 YEARS TO CREATE AND TEACH ITS INNOVATIVE, INTERDISCIPLINARY HUMANITIES CURRICULUM AND RUN THE CODMAN SUMMER THEATRE INSTITUTE. A NATIONAL LEADER IN THE DEVELOPMENT OF NEW PLAYS, THE HUNTINGTON HAS PRODUCED MORE THAN 120 WORLD, AMERICAN, AND NEW ENGLAND PREMIERES TO DATE. THROUGH THE HUNTINGTON PLAYWRITING FELLOWS PROGRAM, THE CORNERSTONE OF ITS NEW WORK ACTIVITIES, THE HUNTINGTON SUPPORTS LOCAL WRITERS THROUGH TWO-YEAR FELLOWSHIPS. THE HUNTINGTON CULTIVATES, CELEBRATES, AND CHAMPIONS THEATRE AS AN ART FORM AND IS COMMITTED TO MENTORING LOCAL PLAYWRIGHTS, EDUCATING YOUNG PEOPLE IN THEATRE, AND SERVING AS A CATALYST FOR THE GROWTH OF DOZENS OF BOSTON'S EMERGING PERFORMING ARTS ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE TWO FAMILY RELATIONSHIPS ON THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES INCLUDES TWO MARRIED COUPLES: GERARD AND SHERRYL COHEN, DAVID AND BETSY EPSTEIN. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT IS RESPONSIBLE FOR THE PREPARATION OF THE FORM 990 WORKING WITH THE OUTSIDE AUDITORS AND THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT PRIOR TO POSTING FOR BOARD REVIEW. THE AUDIT COMMITTEE IS CHARGED WITH REVIEWING THE FORM 990 IN DETAIL AFTER COMPLETION BY MANAGEMENT. THE COMPLETED FORM 990 IS POSTED ON A SECURE PORTION OF THE ORGANIZATION'S INTRANET FOR REVIEW AND SUBMISSION OF COMMENTS OR QUESTIONS BY A DATE PRIOR TO THE SUBMISSION OF THE FORM 990 TO THE IRS. THE SUBMITTED COMMENTS AND QUESTIONS ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DEVELOPMENT STAFF SEND OUT THE FORMS TO THE FULL BOARD ANNUALLY, COLLECT AND REVIEW THE COMPLETED FORMS AND FOLLOW UP WITH ANY BOARD MEMBERS WHO HAVE NOT SUBMITTED THE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE SALARIES OF THE MANAGING DIRECTOR AND ARTISTIC DIRECTOR AT THE RENEWAL DATES OF THEIR CONTRACTS AND COMPARES THE SALARIES WITH VARIOUS INDUSTRY REPORTS TO DETERMINE COMPARABILITY IN THE MARKET. THE SALARIES OF OTHER KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE MANAGING DIRECTOR ALONG WITH THE SALARIES OF ALL EMPLOYEES IN THE PROCESS OF SETTING THE BUDGET AND IN RELATION TO INDUSTRY-WIDE SALARY REPORTING. FORM 990, PART VI, SECTION C, LINE 19 ANY DOCUMENTS THAT ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC CAN BE OBTAINED UPON REQUEST AND ALSO THROUGH VARIOUS THIRD PARTY WEBSITES. FORM 990, PART XI, LINE 9: SHARE OF LOSS IN AFFILIATE -1,145,635. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT REVIEW PROCESS. THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. HUNTINGTON REALTY LLC 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 854352055 OPERATE HUNTINGTON AVENUE THEATRE MA HUNTINGTON MM LLC N/A 0 0 HUNTINGTON MASTER TENANT LLC 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 854333754 LEASE HUNTINGTON AVENUE THEATRE MA HUNTINGTON MM LLC N/A 0 0 HUNTINGTON MM LLC 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 854363357 OWN AND OPERATE REAL ESTATE MA HUNTINGTON THEATRE CO INC C 69094 35745025 1.00000 1 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 HUNTINGTON REALTY LLC D 2500000 FMV HUNTINGTON REALTY LLC D 5075913 FMV HUNTINGTON MASTER TENANT LLC Q 25300 FMV HUNTINGTON REALTY LLC D 1060000 FMV