2021-02-25T09:05:40-06:00 2020-06-30 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2019-07-01 363467607 CHICAGO SHAKESPEARE THEATER CHIC 3125955619 800 EAST GRAND AVENUE CHICAGO IL 60611 CRISS HENDERSON EXECUTIVE DIRECTOR 3125955619 2021-02-25 1 MARK HEROUX P00959793 3127298000 2021-02-18 2019 2022-09-23 18:48:47Z SHELI Z ROSENBERG 800 EAST GRAND AVENUE CHICAGO IL 60611 17389305 0 X WWW.CHICAGOSHAKES.COM X 1986 IL THE MISSION OF CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS (SEE SCHEDULE O) 58 56 513 3000 -85356 0 9453086 8917787 8391280 6440222 983174 529390 191573 137559 19019113 16024958 0 0 0 0 10196123 9483031 0 0 971579 9341571 8223281 19537694 17706312 -518581 -1681354 57836097 54121369 17802059 16017571 40034038 38103798 X CHICAGO SHAKESPEARE THEATER CREATES ARTISTIC AND EDUCATIONAL PROGRAMS TO REVEAL THE DIVERSITY, POWER, AND MYSTERY OF THE HUMAN EXPERIENCE, ENGAGING AUDIENCES, ARTISTS, STUDENTS AND COMMUNITIES IN A DYNAMIC, LIFELONG RELATIONSHIP THAT BRIDGES CULTURES, COUNTRIES AND GENERATIONS 0 0 14554199 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. (SEE SCH O)PROGRAM SERVICE ACCOMPLISHMENTS: 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. 14554199 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 181 0 1 513 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 56 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X LINDA ORELLANA 3125955619 800 EAST GRAND AVENUE CHICAGO IL 60611 ALLAN E BULLEY III DIRECTOR 2.00 X 0 0 0 ANNA LIVINGSTON DIRECTOR 2.00 X 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 40.00 X 460046 0 40828 BARBARA MALOTT KIZZIAH DIRECTOR 2.00 X 0 0 0 BINTA NIAMBI BROWN DIRECTOR 2.00 X 0 0 0 BRIAN W DUWE DIRECTOR 2.00 X 0 0 0 C GARY GERST DIRECTOR 2.00 X 0 0 0 CAROLE B SEGAL DIRECTOR 2.00 X 0 0 0 CHASE COLLINS LEVEY DIRECTOR 2.00 X 0 0 0 CHRISTIE B KELLY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER OBRIEN DIRECTOR 2.00 X 0 0 0 CLIVE CHRISTISON DIRECTOR 2.00 X 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 40.00 X 433449 0 40174 DENNIS OLIS DIRECTOR 2.00 X 0 0 0 DONNA VAN EEKEREN DIRECTOR 2.00 X 0 0 0 ERIC Q STRICKLAND TREASURER 2.00 X 0 0 0 ELIZABETH YNTEMA DIRECTOR 2.00 X 0 0 0 FRANK BALLANTINE DIRECTOR 2.00 X 0 0 0 GAYLE R TILLES DIRECTOR 2.00 X X 0 0 0 HARVEY J STRUTHERS JR DIRECTOR 2.00 X 0 0 0 JESS E MERTEN DIRECTOR 2.00 X 0 0 0 JOHN BLAZEY DIRECTOR 2.00 X 0 0 0 JOHN P KELLER DIRECTOR 2.00 X 0 0 0 JOHN RAU DIRECTOR 2.00 X 0 0 0 JUDITH LOSEFF DIRECTOR 2.00 X 0 0 0 JUDITH PIERPONT DIRECTOR 2.00 X 0 0 0 KATHRYN HAYLEY DIRECTOR 2.00 X 0 0 0 KEVIN EVANICH DIRECTOR 2.00 X 0 0 0 LANCE RICHARDS DIRECTOR 2.00 X 0 0 0 LINDA K MYERS DIRECTOR 2.00 X 0 0 0 M HILL HAMMOCK DIRECTOR 2.00 X 0 0 0 MARGUERITE GRIFFIN DIRECTOR 2.00 X 0 0 0 MATTHEW O'MEARA DIRECTOR 2.00 X 0 0 0 MARILYNN J THOMA DIRECTOR 2.00 X 0 0 0 MARK S OUWELEEN DIRECTOR 2.00 X 0 0 0 NAZNEEN RAZI DIRECTOR 2.00 X 0 0 0 NEAL REENAN DIRECTOR 2.00 X 0 0 0 PALLAVI VERMA DIRECTOR 2.00 X 0 0 0 PATRICK S BARRETT DIRECTOR 2.00 X 0 0 0 PATRICK R DALEY DIRECTOR 2.00 X 0 0 0 PAULITA A PIKE DIRECTOR 2.00 X 0 0 0 PHILIP L ENGEL DIRECTOR 2.00 X 0 0 0 PRISCILLA A WALTER DIRECTOR 2.00 X 0 0 0 RAYMOND F MCCASKEY DIRECTOR 2.00 X 0 0 0 RAYMOND WHITACRE DIRECTOR 2.00 X 0 0 0 RENETTA MCCANN DIRECTOR 2.00 X 0 0 0 RICHARD A KENT DIRECTOR 2.00 X 0 0 0 RICHARD J FRANKE DIRECTOR 2.00 X 0 0 0 RICHARD W PORTER DIRECTOR 2.00 X 0 0 0 ROBERT G MCLENNAN DIRECTOR 2.00 X 0 0 0 ROBERT RYAN DIRECTOR 2.00 X 0 0 0 SHEILA G TALTON DIRECTOR 2.00 X 0 0 0 SHELI Z ROSENBERG DIRECTOR 2.00 X 0 0 0 SONJA H FISCHER DIRECTOR 2.00 X 0 0 0 STEPHEN A BRODSKY DIRECTOR 2.00 X 0 0 0 STEVEN J SOLOMON CHAIR 2.00 X X 0 0 0 STEWART S HUDNUT DIRECTOR 2.00 X 0 0 0 THOMAS L BROWN DIRECTOR 2.00 X 0 0 0 TIMOTHY HANNAHS DIRECTOR 2.00 X 0 0 0 WILLIAM J TOMAZIN JR DIRECTOR 2.00 X 0 0 0 WILLIAM R JENTES DIRECTOR 2.00 X 0 0 0 LINDA ORELLANA DIRECTOR OF FINANCE, SECRE 40.00 X 131653 0 21378 E BROOKE FLANAGAN MANAGING DIR. FOR ADVANCEM 40.00 X 219514 0 19600 CHRISTOPHER PLEVIN DIRECTOR OF PRODUCTION 40.00 X 116174 0 9468 DEBORAH VANDERGRIFT GENERAL MANAGER 40.00 X 131245 0 16014 MARILYN HALPERIN DIR OF EDU. & COMMUNICATIO 40.00 X 122235 0 9468 RICHARD BOYNTON CREATIVE PRODUCER 40.00 X 161591 0 9468 1775907 0 166398 8 0 1 0 RAVENSWOOD STUDIO INC 6900 N CENTRAL PARK AVE LINCOLNWOOD IL 60712 SCENERY 215622 CHICAGO TRIBUNE MEDIA GROUP 14839 COLLECTIONS CENTER DR CHICAGO IL 606930147 ADVERTISING 202242 D&B GRAPHICS 1308 SHEFFIELD COURT CAROL STREAM IL 60188 PRINTING/MAILHOUSE 202120 SUITE HOME CHICAGO INC 1250 N LASALLE SUITE 1 CHICAGO IL 60610 PRINTING 151785 F&D OA GREAT LAKES SCENIC STUDIO 1095 NORTHSIDE ROAD BURLINGTON ON CA L7M 1H5 SCENERY 142311 7 49813 1495872 7372102 506115 8917787 TICKET SALES 711110 6134302 6134302 TICKET FEES 711110 305920 305920 6440222 498273 498273 54 54 7472 125978 -118506 -118506 -118506 1111811 1080694 31117 31117 31117 0 49813 62234 -62234 -62234 285723 95441 190282 190282 OTHER INCOME 900099 94813 94813 ADVERTISING 711110 33150 33150 127963 16024958 6440222 -85356 752305 1714907 1714907 6111166 4514652 979869 616645 1076242 917854 120521 37867 580716 477682 62784 40250 94117 94117 35660 35660 1104083 1104083 25219 7357 17862 1440240 1325769 89242 25229 18821 3030 15791 9887 5239 4648 243057 243057 1318746 1084173 234573 152801 152801 PRODUCTION 3071263 3071263 ALL OTHER EXPENSES 313453 100759 150986 61708 EQUIPMENT MAINTENANCE 294359 244355 50004 OPENING NIGHT 55984 55984 45591 45591 17706312 14554199 2180534 971579 3165235 4995486 296530 167707 9013706 6337208 774370 84672 1459185 487243 34356019 8639707 26780732 25716312 16315240 16301642 31099 31099 57836097 54121369 1345298 973358 3005739 936790 11885730 11910693 1565292 2196730 17802059 16017571 X 27118918 25419112 12915120 12684686 40034038 38103798 57836097 54121369 -1681354 -248886 0 X X 0 1 X 1 0 X 10613127 12581956 17784883 9715510 8917787 59613263 10613127 12581956 17784883 9715510 8917787 59613263 4495158 55118105 352100 327970 401662 645904 498327 2225963 -9188 -13554 -45742 -73517 -60356 -202357 -142655 -229931 -221572 1511 197861 -394786 61242083 36407864 0.90000 0.91060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14206636 -49810 163513 580000 13740339 17382254 -3393549 826582 608651 14206636 11867958 5539322 724974 750000 17382254 11273013 112995 856950 375000 11867958 9824223 2022114 -238324 335000 11273013 0.63620 0.36380 0 0 24011036 2131706 21879330 4478617 3851529 627088 5866366 2656472 3209894 25716312 DEFERRED COMPENSATION 2196730 2196730 X 16041155 -248886 43664 221419 16197 16024958 0 16024958 17971395 43664 221419 265083 17706312 0 17706312 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, 2020 AND 2019. THE THEATER'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES ON FORM 990, PART VIII, LINE 6B 125,978. COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B 95,441. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES ON FORM 990, PART VIII, LINE 6B 125,978. COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B 95,441. SCHEDULE D, PART V, LINE 4: THE THEATER'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE GOVERNING BOARD TO FUNCTION AS ENDOWMENT. NET ASSETS ASSOCIATED WITH THE FUND ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE THEATER WILL CLASSIFY AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF ANY GIFTS DONATED TO A PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF ANY SUBSEQUENT GIFTS TO A PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF ANY DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS WILL BE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE THEATER IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. GALA 49813 49813 56538 49813 49813 56538 56538 -56538 X X X X X 0 1 0 0 0 0 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 420046 0 0 0 40000 0 19000 0 21828 0 500874 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 393449 0 0 0 40000 0 19000 0 21174 0 473623 0 0 0 LINDA ORELLANA DIRECTOR OF FINANCE, SECRE 131653 0 0 0 0 0 0 0 21378 0 153031 0 0 0 E BROOKE FLANAGAN MANAGING DIR. FOR ADVANCEM 214314 0 0 0 5200 0 19000 0 600 0 239114 0 0 0 RICHARD BOYNTON CREATIVE PRODUCER 161591 0 0 0 0 0 0 0 9468 0 171059 0 0 0 PART II, LINE 1 AND 2: BARBARA GAINES AND CRISS HENDERSON ARE CURRENTLY BEING TAXED ON ACCRUED DEFERRED INCOME FROM THE I.R.C. SECTION 457(F) PLAN IN THE AMOUNTS OF $40,000 AND $40,000 RESPECTIVELY. THE FUNDS ARE NOT CURRENTLY DISTRIBUTABLE TO BARBARA GAINES OR CRISS HENDERSON. CHICAGO SHAKESPEARE THEATER HAD PREVIOUSLY REPORTED THE ANNUAL CONTRIBUTIONS ON SCHEDULE J, PART II, "RETIREMENT AND OTHER DEFERRED COMPENSATION". DUE TO THE RECENT PENSION REFORM, THE AMOUNTS OF DEFERRED COMPENSATION ARE INCLUDED IN TAXABLE INCOME IN FISCAL YEAR 2020. A ILLINOIS FINANCE AUTHORITY SERIES 2015 861091967 2016-02-11 15100000 CULTURAL FACILITY REVENUE BOND 0 0 0 A 15100000 218895 4100000 2028 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 X 24 506115 FMV 0 1 0 FORM 990, PART I, LINE 1, MISSION STATEMENT: OF WILLIAM SHAKESPEARE AND PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. 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.