SHAKESPEARE THEATRE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHAKESPEARE THEATRE (EIN 52-1405988)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-07-10
- IRS object ID
- 202521919349301457
- Schema version
- 2023v6.0
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-10T12:06:13-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521405988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAKESPEARE THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 2025473230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA GIERAS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2025473230 | PhoneNum |
| Signature | 2025-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER G LEHMAN | PreparerPersonNm |
| PTIN | P02033500 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA GIERAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,604,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAKESPEARETHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SHAKESPEARE THEATRE COMPANY CREATES WORLD-CLASS (SEE SCHEDULE O FOR CONTINUATION) | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 423 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,499,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,932,549 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,897,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,805,620 | CYProgramServiceRevenueAmt |
| PY Investment Income | $252,406 | PYInvestmentIncomeAmt |
| CY Investment Income | $328,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $541,578 | PYOtherRevenueAmt |
| CY Other Revenue | $3,677,405 | CYOtherRevenueAmt |
| PY Total Revenue | $15,190,951 | PYTotalRevenueAmt |
| CY Total Revenue | $28,744,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,875 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,167 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,374,977 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,859,078 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,464,083 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,793,182 | PYOtherExpensesAmt |
| CY Other Expenses | $14,939,002 | CYOtherExpensesAmt |
| PY Total Expenses | $19,205,034 | PYTotalExpensesAmt |
| CY Total Expenses | $25,833,247 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,014,083 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,910,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,257,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,730,499 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,956,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,042,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,301,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,688,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SHAKESPEARE THEATRE COMPANY CREATES, PRESERVES AND PROMOTES CLASSIC THEATRE-AMBITIOUS, ENDURING PLAYS WITH UNIVERSAL THEMES-FOR ALL AUDIENCES. THROUGH THE CREATION OF PROVOCATIVE, IMAGINATIVE, AND ACCESSIBLE THEATRE, STC IGNITES A DIALOGUE THAT CONNECTS THE UNIVERSALITY OF CLASSIC WORKS TO THE SHARED HUMAN EXPERIENCES OF THE MODERN WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,622,710 | ExpenseAmt |
| Revenue | $11,611,963 | RevenueAmt |
| Desc | PERFORMING ARTS PROGRAMS: AT STC, A CLASSICAL PLAY IS DEFINED NOT ONLY BY THE CALIBER OF ITS LANGUAGE, BUT BY THE TIMELESSNESS OF THE HUMAN EXPERIENCES AND DILEMMAS IT ADDRESSES AND THE PROFOUND QUESTIONS IT POSES. FAMILY, LOVE, POWER, CORRUPTION, ARE ALL THEMES WITH RELEVANCE TO PEOPLE REGARDLESS OF BACKGROUND, WHICH ARE ESPECIALLY TIMELY IN LIGHT OF CURRENT NATIONAL AND INTERNATIONAL POLITICAL, SOCIAL, AND ECONOMIC CHALLENGES.SINCE ITS FOUNDING IN 1985, STC HAS STAGED MORE THAN 150 PRODUCTIONS, INCLUDING EVERY PLAY IN SHAKESPEARE'S RECOGNIZED CANON, AND REACHED OVER 2.5 MILLION AUDIENCE MEMBERS. STC PRODUCES 6-7 MAINSTAGE PRODUCTIONS ANNUALLY. ARTISTIC DIRECTOR SIMON GODWIN CULTIVATES A SEASON OF NEW AND CLASSIC THEATRE RANGING FROM SHAKESPEARE PLAYS TO NEW REVIVALS AND WORLD PREMIERES, NEW COMMISSIONS, MUSICALS, AND INTERNATIONAL PRESENTATIONS, TELLING VITAL STORIES IN AUDACIOUS, NEW WAYS THAT SPEAK TO A WIDE AUDIENCE.SHAKESPEARE IS OUR MUSE, AND STC'S FRESH TAKES ON WELL-KNOWN PLAYS SOLIDIFIED STC'S REPUTATION AS T "THE NATION'S FOREMOST SHAKESPEARE COMPANY" (THE WALL STREET JOURNAL) (PRODUCING "A REPERTORY OF CLASSICS THAT NO NEW YORK THEATRE OF SIMILAR SIZE AND SCALE CAN MATCH" (THE NEW YORK TIMES). STC HAS ATTRACTED MAJOR RECOGNITION INCLUDING THE 2012 REGIONAL THEATRE TONY AWARD AND 100+ HELEN HAYES AWARDS.THE THEATRE COMMISSIONS ADAPTATIONS OF CLASSIC PLAYS SUCH AS AESCHYLUS'S "THE ORESTEIA" IN 2019, ADAPTED BY ELLEN MCLAUGHLIN AND "PETER PAN AND WENDY," AN ADAPTATION OF J.M. BARRY'S EARLY 20TH C. NOVEL BY AMERICAN PLAYWRIGHT LAUREN GUNDERSON. ARTISTIC DIRECTOR SIMON GODWIN HAS EXPANDED INTO AMERICAN CLASSICS, PRODUCING JAMES BALDWIN'S "THE AMEN CORNER" IN 2020, THE FIRST MAJOR PRODUCTION SINCE ITS 1955 PREMIERE AT HOWARD UNIVERSITY AND THORNTON WILDER'S PULITZER PRIZE WINNING OUR TOWN IN 2022. EQUITY, ACCESSIBILITY AND INCLUSIVITY ARE CORE TO STC'S MISSION, AND UNDER GODWIN'S LEADERSHIP, STC INITIATED "THE SHIFT," A MULTI-YEAR PLAN TO INCREASE DIVERSITY, EQUITY, AND INCLUSIVITY AT EVERY LEVEL OF THE ORGANIZATION, FROM THE ACTORS AND WORKS ONSTAGE, TO STAFF AND BOARD, TO EXTERNAL PARTNERS. THE DIRECTOR OF EQUITY AND ENRICHMENT, A SENIOR STAFF POSITION CREATED IN 2020, MANAGES INTERNAL EQUITY ISSUES AND WORKS WITH THE DIRECTOR OF HUMAN RESOURCES TO RECRUIT DIVERSE CANDIDATES AND CULTIVATE COMMUNITY PARTNERSHIPS WITH DIVERSE AND MINORITY-LED ORGANIZATIONS. TO MAKE THE THEATRE MORE ACCESSIBLE, STC OFFERS FREE OR DISCOUNTED TICKETS TO STUDENTS, VETERANS, SENIORS, YOUNG PROFESSIONALS, AND OTHER COMMUNITY GROUPS THAT COULD NOT ATTEND OTHERWISE. STC'S COMMUNITY ENGAGEMENT PROGRAMS ARE FREE TO THE PUBLIC AND INCLUDE DISCUSSIONS CURATED BY STC'S STAFF, PODCASTS FEATURING INTERVIEWS WITH ARTISTS AND DIRECTORS FROM CURRENT PRODUCTIONS, PERFORMANCES BY LOCAL ARTISTS AND ART ORGANIZATIONS, WORKSHOPS, AND MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,404,089 | ExpenseAmt |
| Grant | $35,167 | GrantAmt |
| Revenue | $1,193,657 | RevenueAmt |
| Desc | LEARNING PROGRAMS: STC'S ENGAGEMENT AND EDUCATION DEPARTMENT HAS PROVIDED ARTS EDUCATION EXPERIENCES TO OVER 100,000 CHILDREN AND ADULTS . THROUGH ACCESSIBLE, HIGH-CALIBER EDUCATION PROGRAMS LED BY PROFESSIONAL TEACHING ARTISTS, STC TOUCHES PEOPLE OF ALL AGES AND BACKGROUNDS, AND THROUGH STC ACADEMY, ITS GRADUATE TRAINING PROGRAM, STC FOSTERS THE NEXT GENERATION OF CLASSICAL ARTISTS.RENAMED AS STC LEARNING, THE TEAM MAINTAINS LONGTIME PARTNERSHIPS WITH ALL DC PUBLIC AND PUBLIC CHARTER SCHOOLS, AS WELL AS SCHOOLS IN MARYLAND AND VIRGINIA. WORKING WITH LOCAL TEACHERS, STC INTEGRATES COMMON CORE-ALIGNED THEATRE ARTS EDUCATION PROGRAMMING INTO INDIVIDUAL CLASSROOMS. BORN OUT OF NECESSITY DURING THE PANDEMIC, STC IS DEVELOPING INNOVATIVE ONLINE PROGRAMS TO REACH PARTICIPANTS ACROSS THE COUNTRY. STC OFFERS A VARIETY OF EDUCATIONAL PROGRAMMING. THE LEARNING DEPARTMENT OFFERS THREE LEVELS OF ENGAGEMENT FOR MIDDLE AND HIGH SCHOOL STUDENTS: 1) STUDENT MATINEES, THE LARGEST EDUCATIONAL PROGRAM, BRING STUDENTS FROM THE DC, MARYLAND, AND VIRGINIA TO THE THEATRE FOR AN STC MATINEE AT LITTLE COST, PROVIDING MANY STUDENTS THEIR FIRST INTRODUCTION TO LIVE THEATRE. PERFORMANCES ARE SUPPLEMENTED BY PRE-SHOW WORKSHOPS AND POST-SHOW TALKBACKS; 2) WORKSHOPS SEND TEACHING ARTISTS TO LOCAL CLASSROOMS TO SUPPORT STUDENTS AND TEACHERS STUDYING SHAKESPEARE WITH PERFORMANCE-BASED ACTIVITIES THAT PROMOTE ACTIVE LEARNING; AND 3) RESIDENCIES PROVIDE A CLASSROOM WITH 10 TEACHING ARTIST-LED WORKSHOPS, DURING WHICH STUDENTS EXAMINE THREE DIFFERENT PLAYS THROUGH A VARIETY OF LENSES INCLUDING SET DESIGN, COSTUMES, CHARACTER DEVELOPMENT, TEXT DISSECTION, AND MORE. STUDENTS THEN CHOOSE ONE OF THESE PLAYS AND CREATE A FINAL PERFORMANCE BASED ON WHAT THEY'VE LEARNED IN THEIR WORKSHOPS CULMINATING WITH STUDENTS FROM EACH CLASS DEVELOPING AND PERFORMING THEIR OWN VERSION OF A SCENE FROM THE PLAY AT A "FESTIVAL DAY" FOR FRIENDS, FAMILY, AND OTHER PARTICIPATING CLASSROOMS. STC ALSO OFFERS A VARIETY OF ACTING CLASSES FOR YOUTH AND ADULTS, AS WELL AS 10 WEEKS OF CAMP SHAKESPEARE FOR AGES 5 18.STC OFFERS NUMEROUS FREE PROGRAMS INCLUDING DISCUSSIONS, PODCASTS, "ASIDES," STC'S DRAMATURGICAL MAGAZINE PRODUCED FOR EACH PLAY, A COMPREHENSIVE "GUIDE TO THE SEASON'S PLAYS," ALONG WITH ADULT CLASSES IN ACTING AND PROFESSIONAL DEVELOPMENT FORBOTH AMATEUR AND PROFESSIONAL ACTORS. STC'S COMMUNITY ENGAGEMENT PROGRAMS BUILD CONNECTIONS WITH DC RESIDENTS AND LOCAL ARTISTS. STC HAS DEVELOPED PARTNERSHIPS WITH LOCAL ORGANIZATIONS INCLUDING HOWARD UNIVERSITY AND THE NATIONAL MUSEUM FOR AFRICAN AMERICAN HISTORY AND CULTURE TO PROVIDE ACCESSIBLE PUBLIC PROGRAMMING COMPLEMENTING THE WORK ON STAGE LIKE 2020'S "AMEN BALDWIN: A LIVING CELEBRATION," WHICH OFFERED A FILM SERIES, PERFORMANCES, EXHIBITIONS, LECTURES, AND MORE. STC PARTICIPATES IN REGIONAL FESTIVALS, PROVIDING DEMONSTRATIONS AND EDUCATIONAL MATERIALS AND OFFERS VOLUNTEER OPPORTUNITIES FOR HIGH SCHOOL AND COLLEGE STUDENTS.IN PARTNERSHIP WITH GEORGE WASHINGTON UNIVERSITY, STC OFFERS A MASTER OF FINE ARTS DEGREE TO TRAIN THE NEXT GENERATION OF ACTORS. THE ACADEMY FOR CLASSICAL ACTING (ACA) IS FULLY ACCREDITED AND HIGHLY COMPETITIVE. NOW ENTERING ITS 24TH YEAR, THE ACA TYPICALLY ACCEPTS ONLY 18-20 APPLICANTS PER YEAR TO ENSURE RIGOROUS, INTENSIVE TRAINING. STUDENTS OFTEN SERVE AS UNDERSTUDIES IN MAJOR STC PRODUCTIONS, AND ALUMNI PERFORM IN PROFESSIONAL THEATRE COMPANIES AROUND THE COUNTRY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,026,799 | 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 | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 423 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAKESPEARE THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025473230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ABBE DAVID LOWELL | ||||||||
| VICE-CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA ANTENUCCI | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HARMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD F MCKAY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS JENNINGS | ||||||||
| EXECUTIVE DIRECTOR (OUTGOING) | 40.00 | Yes (X) | Yes (X) | $195,000 | $0 | $17,928 | ||
| DAME KAREN PIERCE DCMG | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARK EPSTEIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHELLE MCMURRAY-HEATH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY LENZNER | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAIL MACKINNON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J KENDALL LOTT | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY D BAUMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARISHMA SHAH PAGE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY RONDON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LANDON BUTLER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN MCMURPHY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA A MOSS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BAHAR | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BERISS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PAESE | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R KLEIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHONEFIELD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE GILLIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA DIXON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS W ALLARD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE FRANCIS REYNOLDS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB WILDER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROHIT BHAYANA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT FRISCH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KAUFMANN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMON GODWIN | ||||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | Yes (X) | $354,240 | $0 | $24,078 | ||
| STEPHANIE ERKILETIAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M RYAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE ELMENDORF | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUDHAKAR KESAVAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUMEET SHRIVASTAVA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT ROBERTI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA WILLUMSEN | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $181,738 | $0 | $11,843 | Yes (X) | |||
| JAMES ROEMER | ||||||||
| SENIOR DIRECTOR OF ADMINISTRATION | 40.00 | $129,226 | $0 | $13,231 | Yes (X) | |||
| JOANNA BARNHOUSE | ||||||||
| ASSOCIATE DIRECTOR OF DEVELOPMENT | 40.00 | $100,250 | $0 | $8,208 | Yes (X) | |||
| JOE SMELSER | ||||||||
| SENIOR DIRECTOR OF PRODUCTION | 40.00 | $106,880 | $0 | $16,209 | Yes (X) | |||
| NEAL RACIOPPO | ||||||||
| SENIOR DIRECTOR OF MARKETING AND PUBLIC RELATIONS | 40.00 | $132,174 | $0 | $21,913 | Yes (X) | |||
| SAMANTHA BELLO WYER | ||||||||
| SENIOR DIRECTOR OF LEARNING | 40.00 | $100,122 | $0 | $12,017 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,299,630 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,427 | 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 (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| THREE WITCHES LIMITED | ||||||||
| 39-41 CHARING CROSS ROAD 1ST FLOOR | LONDON | UK | ARTISITIC PRODUCTIONSERVICES | $988,596 | ||||
| DUFOUR & PRODUCTIONS LLC | ||||||||
| CONSULTING SERVICES | $555,076 | 1901 N FORT MYER DRIVE SUITE 502 | ARLINGTON | VA | 22209 | |||
| M2 DOBNER CONSULTING LLC | ||||||||
| CONSULTING SERVICES | $325,000 | 1530 LA LOMA AVENUE | BERKELEY | CA | 94708 | |||
| MAIN LIGHT LLC | ||||||||
| ARTISTIC PRODUCTION SERVICES | $287,141 | 6435 S VALLEY BLVD | LAS VEGAS | NV | 89118 | |||
| GCOM SOFTWARE LLC | ||||||||
| TECHNOLOGY PRODUCTION SERVICES | $273,892 | 9175 GUILFORD ROAD SUITE 101 | COLUMBIA | MD | 21046 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,349,236 | FundraisingAmt |
| All Other Contributions | $10,583,313 | AllOtherContributionsAmt |
| Total Contributions | $11,932,549 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCTIONS | 711110 | $9,871,146 | $9,871,146 |
| TOUR INCOME AND BOOKINGS | 711110 | $1,344,061 | $1,344,061 |
| EDUCATIONAL PROGRAMS | 711110 | $1,193,657 | $1,193,657 |
| CONCESSIONS AND OTHER SALES | 711110 | $396,756 | $396,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,805,620 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,574 | TotalRevenueColumnAmt |
| Exclusion | $328,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,349,236 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $860,042 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$860,042 | TotalRevenueColumnAmt |
| Exclusion | -$860,042 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PROCCEDS FROM SALE OF BUILDING | 711110 | $2,817,876 | $2,817,876 |
| OTHER INCOME | 711110 | $1,719,571 | $1,719,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,537,447 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,744,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,805,620 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,005,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,167 | TotalAmt |
| Program Services | $35,167 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,630 | TotalAmt |
| Program Services | $1,099,676 | ProgramServicesAmt |
| Management And General | $119,182 | ManagementAndGeneralAmt |
| Fundraising | $80,772 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,316,624 | TotalAmt |
| Program Services | $5,963,392 | ProgramServicesAmt |
| Management And General | $618,466 | ManagementAndGeneralAmt |
| Fundraising | $734,766 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,804 | TotalAmt |
| Program Services | $205,636 | ProgramServicesAmt |
| Management And General | $26,918 | ManagementAndGeneralAmt |
| Fundraising | $7,250 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,127 | TotalAmt |
| Program Services | $1,126,502 | ProgramServicesAmt |
| Management And General | $72,569 | ManagementAndGeneralAmt |
| Fundraising | $69,056 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,893 | TotalAmt |
| Program Services | $611,525 | ProgramServicesAmt |
| Management And General | $59,132 | ManagementAndGeneralAmt |
| Fundraising | $64,236 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,437 | TotalAmt |
| Management And General | $22,437 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,290 | TotalAmt |
| Management And General | $43,290 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,443,716 | TotalAmt |
| Program Services | $2,768,256 | ProgramServicesAmt |
| Management And General | $547,086 | ManagementAndGeneralAmt |
| Fundraising | $1,128,374 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,055 | TotalAmt |
| Program Services | $386,222 | ProgramServicesAmt |
| Fundraising | $27,833 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,979 | TotalAmt |
| Program Services | $325,535 | ProgramServicesAmt |
| Management And General | $1,965 | ManagementAndGeneralAmt |
| Fundraising | $63,479 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,693 | TotalAmt |
| Program Services | $572,693 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,418 | TotalAmt |
| Program Services | $580,418 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,594,077 | TotalAmt |
| Program Services | $2,574,077 | ProgramServicesAmt |
| Fundraising | $20,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,798 | TotalAmt |
| Program Services | $363,035 | ProgramServicesAmt |
| Management And General | $38,461 | ManagementAndGeneralAmt |
| Fundraising | $46,302 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,714 | TotalAmt |
| Program Services | $335,245 | ProgramServicesAmt |
| Management And General | $417,718 | ManagementAndGeneralAmt |
| Fundraising | $53,751 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,203 | TotalAmt |
| Management And General | $1,911,203 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,103 | TotalAmt |
| Management And General | $205,103 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION | $1,460,311 | $1,460,311 | ||
| MISCELLANEOUS | $792,288 | $619,109 | $122,793 | $50,386 |
| BAD DEBT | $136,042 | $136,042 | ||
| CATERING | $117,878 | $117,878 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,833,247 | TotalAmt |
| Program Services | $19,026,799 | ProgramServicesAmt |
| Management And General | $4,342,365 | ManagementAndGeneralAmt |
| Fundraising | $2,464,083 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,354,058 | BOYAmt |
| EOY | $5,161,081 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,039 | BOYAmt |
| EOY | $1,352,617 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,222 | BOYAmt |
| EOY | $1,127,175 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,750 | BOYAmt |
| EOY | $690,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $86,951,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,187,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,231,933 | BOYAmt |
| EOY | $50,763,946 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,482,302 | BOYAmt |
| EOY | $7,647,243 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,837 | BOYAmt |
| EOY | $988,393 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,257,141 | BOYAmt |
| EOY | $67,730,499 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,442 | BOYAmt |
| EOY | $1,832,620 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,607 | BOYAmt |
| EOY | $3,536,532 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,071,063 | BOYAmt |
| EOY | $10,673,085 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,956,112 | BOYAmt |
| EOY | $16,042,237 | 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 | $44,006,273 | BOYAmt |
| EOY | $48,067,799 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,294,756 | BOYAmt |
| EOY | $3,620,463 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,301,029 | BOYAmt |
| EOY | $51,688,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,257,141 | BOYAmt |
| EOY | $67,730,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,910,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $476,332 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,272,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,097,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,137,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,499,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,932,549 | CurrentTaxYearAmt |
| Total | $53,940,084 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,817,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,227,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,924,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,897,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,805,620 | CurrentTaxYearAmt |
| Total | $34,672,857 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,089,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,325,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,061,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,396,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,738,169 | CurrentTaxYearAmt |
| Total | $88,612,941 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $88,612,941 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $252,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $328,574 | CurrentTaxYearAmt |
| Total | $1,195,008 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $252,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $328,574 | CurrentTaxYearAmt |
| Total | $1,195,008 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $697,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $899,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,817,876 | CurrentTaxYearAmt |
| Total | $5,107,170 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,767,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,645,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,068,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,549,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,884,619 | CurrentTaxYearAmt |
| Total | $94,915,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94670 | PublicSupportPY509Pct |
| Investment Income CY | 0.01260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01600 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $1,565,958 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $181,628 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,747,586 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,429,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $136,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,565,958 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,689,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$259,686 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,429,494 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,355,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $334,142 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,689,180 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,487,851 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| End Year Balance | $1,355,038 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,548,037 | OtherCostOrOtherBasisAmt |
| Book Value | $12,548,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,410,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,064,056 | DepreciationAmt |
| Book Value | $37,346,931 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,654,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,654,944 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,187,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,468,820 | DepreciationAmt |
| Book Value | $718,769 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,208 | OtherCostOrOtherBasisAmt |
| Book Value | $150,209 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,763,946 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $655,532 | F |
| INVESTMENT POOL | $1,595,602 | F |
| FIXED INCOME FUNDS | $3,824,565 | F |
| EXCHANGE TRADED FUNDS | $1,571,544 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,647,243 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,080,522 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $476,332 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $476,332 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,604,190 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$860,042 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$860,042 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,744,148 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,693,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $860,042 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $860,042 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,833,247 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,833,247 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE THEATRE'S ENDOWMENT CONSISTS OF ONE FUND ESTABLISHED FOR SUPPORT OF THE PERFORMING ARTS. |
| PART X, LINE 2: | THE THEATRE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE DISTRICT OF COLUMBIA INCOME TAX LAWS AND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS. GAAP PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE THEATRE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE FISCAL YEAR ENDED JULY 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JULY 31, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE THEATRE FILES TAX RETURNS. IT IS THE THEATRE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -860,042. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 860,042. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| GALA | |||||||
| 516 8TH STREET | WASHINGTON | DC | 20003 | 0 | $1,297,675 | $0 | $1,297,675 |
| WILL ON THE HILL | |||||||
| 516 8TH STREET | WASHINGTON | DC | 20003 | 0 | $787,040 | $0 | $787,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,084,715 | TotalGrossReceiptsAmt |
| Total Net To Organization | $2,084,715 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,297,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,297,675 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $70,541 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $219,034 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $58,930 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $477,094 | OtherDirectExpensesEvent1Amt |
| Event2 | WILL ON THE HILL | Event2Nm |
| Gross Receipts Event2 | $51,561 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,561 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $20,201 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,725 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,517 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,349,236 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,349,236 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $70,541 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $239,235 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $63,655 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $486,611 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $860,042 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$860,042 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIMON GODWIN | ||||||||||||||
| ARTISTIC DIRECTOR | $354,240 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $21,078 | $0 | $378,318 | $0 | $0 | $0 |
| CHRIS JENNINGS | ||||||||||||||
| EXECUTIVE DIRECTOR (OUTGOING) | $195,000 | $0 | $0 | $0 | $0 | $0 | $13,850 | $0 | $4,078 | $0 | $212,928 | $0 | $0 | $0 |
| LAURA WILLUMSEN | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $181,738 | $0 | $0 | $0 | $0 | $0 | $3,635 | $0 | $8,208 | $0 | $193,581 | $0 | $0 | $0 |
| NEAL RACIOPPO | ||||||||||||||
| SENIOR DIRECTOR OF MARKETING AND PUB | $132,174 | $0 | $0 | $0 | $0 | $0 | $3,965 | $0 | $17,948 | $0 | $154,087 | $0 | $0 | $0 |
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 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| Bond Issued | 2010-11-30 | BondIssuedDt |
| Issue Price | $10,500,000 | IssuePriceAmt |
| Purpose | REFINANCING | 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 | $10,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $26,250 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $17,221 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $10,456,529 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
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 | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,815,301 | 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 | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE SCOTT KAUFMANN IS A PRINCIPLE OF JM ZELL PARTNERS LTD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. THE APPROVED FORM 990 IS THEN CIRCULATED TO THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO BOARD MEMBERS. THE BOARD CHAIRMAN REVIEWS ANY CONFLICTS OF INTEREST THAT ARE IDENTIFIED AND DETERMINES WHETHER ACTUAL CONFLICTS OF INTEREST EXIST. TO ENSURE THE THEATRE OPERATES IN ACCORDANCE WITH THE HIGHEST FIDUCIARY STANDARDS APPLICABLE TO NON-PROFIT CORPORATIONS, THE BOARD, THE COMPENSATION COMMITTEE OR ANOTHER COMMITTEE APPOINTED BY THE CHAIR OF THE BOARD OF TRUSTEES CONDUCT PERIODIC REVIEWS THAT INCLUDE, AT A MINIMUM, FINDINGS ON THE FOLLOWING SUBJECTS: -WHETHER THE THEATRE'S COMPENSATION ARRANGEMENTS AND BENEFITS ARE THE RESULT OF ARM'S-LENGTH BARGAINING AND, BASED ON COMPETENT SURVEY INFORMATION, ARE REASONABLE. -WHETHER THEATRE'S ARRANGEMENTS WITH THIRD PARTIES ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT CRITERIA OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE THEATRE'S PURPOSES AND DO NOT RESULT IN PRIVATE INCUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION UNDER THE CODE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE AND KEY EMPLOYEE COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES BASED UPON COMPARATIVE DATA COLLECTED FROM A SALARY SURVEY CONDUCTED BY THE THEATRE COMMUNICATIONS GROUP (TCG), A NATIONAL SERVICE ORGANIZATION FOR THE NON-PROFIT THEATER COMMUNITY. THE RECOMMENDATION IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SHAKESPEARE THEATRE MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 372,802. MANAGEMENT AND GENERAL EXPENSES 547,086. FUNDRAISING EXPENSES 1,113,674. TOTAL EXPENSES 2,033,562. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 2,395,454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,700. TOTAL EXPENSES 2,410,154. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. BOTH PROCESSES HAVE NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMAN CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8TH ST SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKESPEARE THEATER | BusinessNameLine1Txt |
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