2019-02-11T06:52:40-06:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2017-07-01 363467607 CHICAGO SHAKESPEARE THEATER CHIC 3125955619 800 EAST GRAND AVENUE CHICAGO IL 60611 LINDA ORELLANA DIRECTOR OF FINANCE 3125955619 2019-02-05 1 MARK HEROUX P00959793 3127298000 2019-02-05 38.88.202.179 2019-02-05 13:09:39 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0882A3BD3791635C134A938B8FF3C2B174769BAB 2017 2019-02-21 02:37:17Z STEVEN J SOLOMON 800 EAST GRAND AVENUE CHICAGO IL 60611 29483077 0 X WWW.CHICAGOSHAKES.COM X 1986 IL THE MISSION OF CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS (SEE SCHEDULE O) 62 60 488 3800 -45742 -113342 12062343 17360981 6473364 7764189 561190 422809 302293 159246 19399190 25707225 0 0 0 0 9301594 9847270 0 0 1011011 7235226 7807358 16536820 17654628 2862370 8052597 53390699 61321750 21143361 20659531 32247338 40662219 X THE MISSION OF CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS OF WILLIAM SHAKESPEARE AND TO PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. 0 0 14968344 7764189 UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR BARBARA GAINES AND EXECUTIVE DIRECTOR CRISS HENDERSON, CHICAGO SHAKESPEARE HAS REDEFINED WHAT A GREAT AMERICAN SHAKESPEARE THEATER CAN BE-A COMPANY THAT DEFIES THEATRICAL CATEGORY. THIS REGIONAL TONY AWARD-WINNING THEATER'S YEAR-ROUND SEASON FEATURES AS MANY AS TWENTY PRODUCTIONS AND 650 PERFORMANCES-INCLUDING PLAYS, MUSICALS, WORLD PREMIERES, FAMILY PROGRAMMING, AND PRESENTATIONS FROM AROUND THE GLOBE. THE WORK IS ENJOYED BY 225,000 AUDIENCE MEMBERS ANNUALLY, WITH ONE IN FOUR UNDER THE AGE OF EIGHTEEN. CHICAGO SHAKESPEARE IS THE CITY'S LEADING PRODUCER OF INTERNATIONAL WORK, AND TOURING ITS OWN PRODUCTIONS ACROSS FIVE CONTINENTS HAS GARNERED MULTIPLE ACCOLADES, INCLUDING THE PRESTIGIOUS LAURENCE OLIVIER AWARD. EMBLEMATIC OF ITS ROLE AS A (SEE SCHEDULE O) GLOBAL THEATER, 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. 14968344 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 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 1 185 0 1 488 0 1 1 0 0 0 0 1 1 0 0 0 0 X 62 60 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 0.00 X 0 0 0 ANNA LIVINGSTON DIRECTOR 2.00 0.00 X 0 0 0 AVA YOUNGBLOOD DIRECTOR 2.00 0.00 X 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 40.00 0.00 X 407372 0 91101 BARBARA MALOTT KIZZIAH DIRECTOR 2.00 0.00 X 0 0 0 BRIAN W DUWE DIRECTOR 2.00 0.00 X 0 0 0 BRIT J BARTTER DIRECTOR 2.00 0.00 X 0 0 0 C GARY GERST DIRECTOR 2.00 0.00 X 0 0 0 CAROLE B SEGAL DIRECTOR 2.00 0.00 X 0 0 0 CHASE COLLINS LEVEY DIRECTOR 2.00 0.00 X 0 0 0 CHRISTIE B KELLY DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER OBRIEN DIRECTOR 2.00 0.00 X 0 0 0 CLIVE CHRISTISON DIRECTOR 2.00 0.00 X 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 40.00 0.00 X 397062 0 73359 DENNIS OLIS DIRECTOR 2.00 0.00 X 0 0 0 DONNA VAN EEKEREN DIRECTOR 2.00 0.00 X 0 0 0 ERIC Q STRICKLAND TREASURER 2.00 0.00 X X 0 0 0 FRANK BALLANTINE DIRECTOR 2.00 0.00 X 0 0 0 GAYLE R TILLES DIRECTOR 2.00 0.00 X 0 0 0 HARVE A FERRILL DIRECTOR 2.00 0.00 X 0 0 0 HARVEY J STRUTHERS JR DIRECTOR 2.00 0.00 X 0 0 0 INGRID RAZNY DIRECTOR 2.00 0.00 X 0 0 0 JEANNE B ETTELSON DIRECTOR 2.00 0.00 X 0 0 0 JESS E MERTEN DIRECTOR 2.00 0.00 X 0 0 0 JOHN BLAZEY DIRECTOR 2.00 0.00 X 0 0 0 JOHN P KELLER DIRECTOR 2.00 0.00 X 0 0 0 JOHN RAU DIRECTOR 2.00 0.00 X 0 0 0 JOHN W ROWE DIRECTOR 2.00 0.00 X 0 0 0 JUDITH LOSEFF DIRECTOR 2.00 0.00 X 0 0 0 JUDITH PIERPONT DIRECTOR 2.00 0.00 X 0 0 0 KATHRYN HAYLEY DIRECTOR 2.00 0.00 X 0 0 0 KEVIN EVANICH DIRECTOR 2.00 0.00 X 0 0 0 LANCE RICHARDS DIRECTOR 2.00 0.00 X 0 0 0 LINDA K MYERS DIRECTOR 2.00 0.00 X 0 0 0 M HILL HAMMOCK DIRECTOR 2.00 0.00 X 0 0 0 MADHAVAN NAYAR DIRECTOR 2.00 0.00 X 0 0 0 MARGUERITE GRIFFIN DIRECTOR 2.00 0.00 X 0 0 0 MARILYNN J THOMA DIRECTOR 2.00 0.00 X 0 0 0 MARK S OUWELEEN DIRECTOR 2.00 0.00 X 0 0 0 NAZNEEN RAZI DIRECTOR 2.00 0.00 X 0 0 0 PALLAVI VERMA DIRECTOR 2.00 0.00 X 0 0 0 PATRICK R DALEY DIRECTOR 2.00 0.00 X 0 0 0 PAULITA A PIKE DIRECTOR 2.00 0.00 X 0 0 0 PHILIP L ENGEL DIRECTOR 2.00 0.00 X 0 0 0 PRISCILLA A WALTER DIRECTOR 2.00 0.00 X 0 0 0 RAYMOND F MCCASKEY DIRECTOR 2.00 0.00 X 0 0 0 RAYMOND WHITACRE DIRECTOR 2.00 0.00 X 0 0 0 RENETTA MCCANN DIRECTOR 2.00 0.00 X 0 0 0 RICHARD A KENT DIRECTOR 2.00 0.00 X 0 0 0 RICHARD J FRANKE DIRECTOR 2.00 0.00 X 0 0 0 RICHARD W PORTER DIRECTOR 2.00 0.00 X 0 0 0 ROBERT G MCLENNAN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT RYAN DIRECTOR 2.00 0.00 X 0 0 0 SHEILA G TALTON DIRECTOR 2.00 0.00 X 0 0 0 SHELI Z ROSENBERG DIRECTOR 2.00 0.00 X 0 0 0 SONJA H FISCHER DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN A BRODSKY DIRECTOR 2.00 0.00 X 0 0 0 STEVEN J SOLOMON CHAIR 2.00 0.00 X X 0 0 0 STEWART S HUDNUT DIRECTOR 2.00 0.00 X 0 0 0 THOMAS L BROWN DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM J TOMAZIN JR DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM R JENTES DIRECTOR 2.00 0.00 X 0 0 0 LINDA ORELLANA DIRECTOR OF FINANCE, SECRETARY 40.00 0.00 X 129456 0 0 E BROOKE FLANAGAN MANAGING DIR. FOR ADVANCEMENT AND EXTERNAL AFFAIR 40.00 0.00 X 222808 0 0 ALIDA SZABO DIR OF AUDIENCE DEVELOPMENT 40.00 0.00 X 127745 0 0 CHRISTOPHER PLEVIN DIRECTOR OF PRODUCTION 40.00 0.00 X 123015 0 0 DEBORAH VANDERGRIFT GENERAL MANAGER 40.00 0.00 X 125776 0 0 MARILYN HALPERIN DIR OF EDU. & COMMUNICATIONS 40.00 0.00 X 136381 0 0 MARY ANN CRONIN THE YARD CONSULTANT 40.00 0.00 X 246649 0 0 RICHARD BOYNTON CREATIVE PRODUCER 40.00 0.00 X 156985 0 0 2073249 0 164460 10 0 1 0 BULLEY AND ANDREWS LLC 1755 W ARMITAGE AVE CHICAGO IL 60622 CONSTRUCTION 8148419 D&B GRAPHICS 1308 SHEFFIELD COURT CAROL STREAM IL 60188 PRINTING/MAILHOUSE 370721 F&D OA GREAT LAKES SCENIC STUDIO 1095 NORTHSIDE ROAD BURLINGTON ON CA L7M 1H5 SCENERY 328184 STAGING CONCEPTS 8400 WYOMING AVE N SUITE 100 BROOKLYN PARK MN 55445 STAGE DECKING 310515 CHICAGO TRIBUNE MEDIA GROUP 14839 COLLECTIONS CENTER DR CHICAGO IL 606930147 ADVERTISING 272635 12 964994 511000 15884987 17360981 TICKET SALES 711110 7537641 7537641 TICKET FEES 711110 226548 226548 7764189 399004 399004 2658 2658 15804 154146 -138342 -138342 -113342 -25000 3096255 3072450 23805 23805 23805 423902 964994 398902 25000 25000 319594 150354 169240 169240 ADVERTISING 711110 67600 67600 OTHER INCOME 900099 33090 33090 100690 25707225 7764189 -45742 627797 2116268 2116268 6016055 4614126 746797 655132 73118 73118 1025859 898781 82436 44642 615970 530257 43070 42643 30454 30454 36036 36036 1719418 1719418 36485 18414 18071 1312976 1204843 83575 24558 34889 11029 23860 15011 10960 4051 256003 256003 796402 637552 158850 151494 151494 PRODUCTION 2766980 2766980 ALL OTHER EXPENSES 254419 150998 101919 1502 EQUIPMENT MAINTENANCE 250243 200239 50004 OPENING NIGHT 93397 93397 53151 53151 17654628 14968344 1675273 1011011 1135585 1820903 37096 589600 13486686 11339392 105625 215022 803924 1138374 33705553 6151525 21779701 27554028 13701360 18626771 2340722 37660 53390699 61321750 4245954 2119355 2138025 2250723 13461847 14881105 1297535 1408348 21143361 20659531 X 26275526 28292308 5971812 7369911 0 5000000 32247338 40662219 53390699 61321750 8052597 362284 0 X X 0 1 X 1 0 X 11733143 14265390 10613127 12581956 17784883 66978499 11733143 14265390 10613127 12581956 17784883 66978499 4995115 61983384 292176 407469 352100 327970 401662 1781377 -9428 15689 -9188 -13554 -45742 -62223 -126446 -232807 -142655 -229931 -221572 -953411 67744242 35673155 0.91500 0.98370 X 11867958 5539322 724974 750000 17382254 11273013 112995 856950 375000 11867958 9824223 2022114 -238324 335000 11273013 8950184 1270018 -145979 250000 9824223 7398912 937762 803510 190000 8950184 0.71240 0.28770 0 0 4478617 3664715 813902 29226936 2486810 26740126 27554028 DEFERRED COMPENSATION 1408348 1408348 X 26511603 362284 137594 304500 804378 25707225 0 25707225 18096722 137594 304500 442094 17654628 0 17654628 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, 2018 AND 2017. 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 $154,146 COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B $150,354 PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES ON FORM 990, PART VIII, LINE 6B $154,146 COST OF GOODS SOLD ON FORM 990, PART VIII, LINE 10B $150,354 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 1388896 964994 423902 398902 1388896 964994 423902 398902 398902 25000 X X X X X 0 1 0 0 0 0 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 407372 0 0 0 0 0 71236 0 19865 0 498473 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 397062 0 0 0 0 0 58000 0 15359 0 470421 0 0 0 E BROOKE FLANAGAN MANAGING DIR. FOR ADVANCEMENT AND EX 212808 0 10000 0 0 0 0 0 0 0 222808 0 0 0 MARY ANN CRONIN THE YARD CONSULTANT 246649 0 0 0 0 0 0 0 0 0 246649 0 0 0 RICHARD BOYNTON CREATIVE PRODUCER 156985 0 0 0 0 0 0 0 0 0 156985 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 2018. 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 X 51 1618729 FMV 0 1 0 FORM 990, PART I, LINE 1, MISSION STATEMENT: OF WILLIAM SHAKESPEARE AND PRESENTS 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.