2019-04-19T10:06:02-05:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBORO MA 01581 990 2017-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO MANAGING DIRECTOR 6172667900 2019-04-18 1 DAVID J KELLEHER CPA P01059560 5083669100 2019-04-12 64.238.141.162 2019-04-18 08:18:35 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA D0D11AF730C84EA989067D997D1D7D43B936B30F 2017 2019-02-21 02:37:17Z MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 54192788 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 42 40 461 220 0 0 5138400 29213069 6532808 6689517 214880 425384 -14838 61525 11871250 36389495 0 0 0 0 8410949 8923610 36489 44873 1421516 5727963 8101996 14175401 17070479 -2304151 19319016 38274891 60932998 5860938 7570451 32413953 53362547 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 13606919 6689517 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 13606919 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 160 0 1 461 1 0 0 0 0 0 1 1 0 0 0 0 X 42 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SONDRA KATZ 6172731527 264 HUNTINGTON AVENUE BOSTON MA 02115 CAROLE ALKINS TRUSTEE 1.50 X 0 0 0 DAVID ALTSHULER TRUSTEE 1.50 X 0 0 0 NEAL BALKOWITSCH TRUSTEE 1.50 X 0 0 0 MICHAEL BROWN TRUSTEE 1.50 X 0 0 0 JOHN CINI TRUSTEE 1.50 X 0 0 0 GERARD H COHEN TRUSTEE 1.50 X 0 0 0 JOHN COHEN TRUSTEE 1.50 X 0 0 0 SHERRYL COHEN CLERK 1.50 X X 0 0 0 CAROL DEANE TRUSTEE 1.50 X 0 0 0 JAMES DILLON TRUSTEE 1.50 X 0 0 0 BETSY BANKS EPSTEIN TRUSTEE 1.50 X 0 0 0 DAVID R EPSTEIN CHAIR OF THE BOARD 1.50 X X 0 0 0 WILLIAM FINARD TRUSTEE 1.50 X 0 0 0 DAVID FIRESTONE TRUSTEE 1.50 X 0 0 0 JOHN FRISHKOPF TRUSTEE 1.50 X 0 0 0 THOMAS HAMILTON III TRUSTEE 1.50 X 0 0 0 CASSANDRA HENDERSON TRUSTEE 1.50 X 0 0 0 ARTHUR C HODGES TRUSTEE 1.50 X 0 0 0 FREDERICK JAMIESON TRUSTEE 1.50 X 0 0 0 SHELLY KAROL TRUSTEE 1.50 X 0 0 0 CAROL B LANGER TREASURER 1.50 X X 0 0 0 DAVID LEATHERS TRUSTEE 1.50 X 0 0 0 SHARON MALT PRESIDENT 1.50 X X 0 0 0 WILLIAM P MCQUILLAN TRUSTEE 1.50 X 0 0 0 ANN MERRIFIELD TRUSTEE 1.50 X 0 0 0 SANDRA MOOSE TRUSTEE 1.50 X 0 0 0 ANNE MORGAN TRUSTEE 1.50 X 0 0 0 COKIE PERRY TRUSTEE 1.50 X 0 0 0 BRYAN RAFANELLI TRUSTEE 1.50 X 0 0 0 MITCHELL ROBERTS TRUSTEE 1.50 X 0 0 0 ROBERT H SCOTT TRUSTEE 1.50 X 0 0 0 JOHN D SPOONER TRUSTEE 1.50 X 0 0 0 WENDELL TAYLOR TRUSTEE 1.50 X 0 0 0 LINDA THOMAS TRUSTEE 1.50 X 0 0 0 LINDA WAINTRUP TRUSTEE 1.50 X 0 0 0 J DAVID WIMBERLY TRUSTEE 1.50 X 0 0 0 VERONICA WISEMAN TRUSTEE 1.50 X 0 0 0 MARY WOLFSON TRUSTEE 1.50 X 0 0 0 FANCY ZILBERFARB TRUSTEE 1.50 X 0 0 0 ANN T HALL TRUSTEE 1.50 X 0 0 0 NADA D KANE TRUSTEE 1.50 X 0 0 0 RUMENA MANOLOVA-SENCHAK TRUSTEE 1.50 X 0 0 0 MICHAEL MASO MANAGING DIRECTOR 40.00 X 365570 0 82629 PETER DUBOIS ARTISTIC DIRECTOR 40.00 X 314921 0 77070 SONDRA KATZ GENERAL MANAGER 40.00 X 133138 0 36567 CHRISTOPHER WIGLE PRODUCING DIRECTOR 40.00 X 109241 0 27310 SCOTT POOLE DIRECTOR OF IT 40.00 X 115000 0 28750 1037870 0 252326 5 0 1 0 NOBLE FORD PRODUCTIONS 1 ROBIN CIRCLE WEST NEWBURY MA 01985 ADVERTISING PRINTING 206361 MAX ULTIMATE FOOD 101 HAMPDEN STREET BOSTON MA 02119 CATERING 159272 2 1226409 108000 27878660 17590600 29213069 TICKETS 711110 5767458 5767458 SHOPS AND RENTALS 900099 922059 922059 6689517 768115 768115 14177 14177 17185851 17528582 -342731 -342731 -342731 122844 1226409 274711 -151867 -151867 CONCESSION 900099 199215 199215 199215 36389495 6689517 0 486909 841168 404727 436441 6962390 5320023 924711 717656 154438 122280 15669 16489 308877 244561 31338 32978 656737 519988 66630 70119 1643 1643 32200 32200 44873 44873 1077959 903044 86023 88892 391300 386951 4349 361389 300891 33920 26578 234615 162379 32848 39388 342442 342442 2279948 2174449 60608 44891 184857 158138 15890 10829 128357 69050 17188 42119 109404 109404 1771088 1691165 56235 23688 104780 104780 MATERIALS 888153 762970 12167 113016 ADDITION TO THE ALLOWAN 150000 150000 RENTAL AND ANCILIARY 43861 43861 17070479 13606919 2042044 1421516 440126 2699480 817678 517236 1588640 4657515 51686 159456 492116 546252 40597305 11766636 6942645 28830669 19014392 21849480 4209520 4718088 1672910 38274891 60932998 1554690 1250646 2794286 3216517 3053323 1511962 49965 5860938 7570451 X 6533147 24761929 8147352 11092164 17733454 17508454 32413953 53362547 38274891 60932998 19319016 1629578 0 X X 0 1 X 1 0 X 4279333 4250677 4787742 5138400 11622469 30078621 4279333 4250677 4787742 5138400 11622469 30078621 3324695 26753926 373609 343086 380246 317970 782292 2197203 -16089 244011 188657 200697 199215 816491 33092315 36737633 0.80850 0.85640 X 24341714 2054962 -1257480 25139080 22987641 2665789 -44716 24341714 24143464 750 -259338 -897235 22987641 24533631 1250 624658 1016075 24143464 21798207 75036 3626886 966498 24533631 0.69650 0.30350 0 0 3590600 3590600 25819992 8608261 17211731 4905257 1369891 3535366 6281456 1788484 4492972 28830669 CONSTRUCTION PAYABLES 49965 49965 X 37987112 1629578 11900 1641478 36345634 43861 43861 36389495 17038518 11900 11900 17026618 43861 43861 17070479 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, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE 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, 2018. 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL AND ANCILIARY 43,861. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL AND ANCILIARY 43,861. X X X X X X X 1 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELEMARKETING 0 116059 44873 71186 116059 44873 71186 SPOTLIGHT SPECTACULAR 1349253 1226409 122844 18619 113266 5350 217391 1349253 1226409 122844 18619 113266 5350 217391 354626 -231782 X X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO MANAGING DIRECTOR 308170 0 57400 0 0 0 0 0 82629 0 448199 0 0 0 PETER DUBOIS ARTISTIC DIRECTOR 287318 0 27603 0 0 0 0 0 77070 0 391991 0 0 0 SONDRA KATZ GENERAL MANAGER 133138 0 0 0 0 0 0 0 36567 0 169705 0 0 0 NEAL BALKOWITSCH TRUSTEE 168131 NEAL BALKOWITSCH IS A PRINCIPAL OF MAX ULTIMATE FOODS WHICH THE HUNTINGTON USES FOR VARIOUS CATERING NEEDS, INCLUDING THE ANNUAL GALA. 0 JOHN CINI TRUSTEE 333686 JOHN CINI IS THE PRESIDENT OF HIGH OUTPUT, INC. A COMPANY THAT DOES PRODUCTION WORK FOR THE HUNTINGTON. 0 X LAND AND BUILDING 1 17590600 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 4A 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 36 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 PETER DUBOIS AND MANAGING DIRECTOR MICHAEL MASO, 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 IS PLANNING A TRANSFORMATIONAL RENOVATION AND EXPANSION OF THE HISTORIC VENUE, ADDING 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 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 17 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, AND IS ALSO PROUD TO SERVE AS A HOME FOR PLAYWRIGHT-IN-RESIDENCE MELINDA LOPEZ. 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 1 NEAL BALKOWITSCH, TRUSTEE OF THE HUNTINGTON, HAS A RELATED PARTY TRANSACTION WITH THE HUNTINGTON AS DISCLOSED IN SCHEDULE L. THEREFORE, HE IS NOT CONSIDERED AN INDEPENDENT TRUSTEE. JOHN CINI, TRUSTEE OF THE HUNTINGTON, HAS A RELATED PARTY TRANSACTION WITH THE HUNTINGTON AS DISCLOSED IN SCHEDULE L. THEREFORE, HE IS NOT CONSIDERED AN INDEPENDENT TRUSTEE. 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 XII, LINE 2C: THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT REVIEW PROCESS. THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.