HUNTINGTON THEATRE COMPANY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON THEATRE COMPANY INC (EIN 22-2659560)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-16
- IRS object ID
- 201810759349300021
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-16T13:19:53-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222659560 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON THEATRE CO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 6172667900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MASO | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 6172667900 | PhoneNum |
| Signature | 2018-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2018-03-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.141.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-12 | IPDt |
| IP Tm | 11:34:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A41C22E49F3662F41C161EC2A09466C92AFD8034 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF907C3E490E2DE39094117C62C17E9C055F2C1A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MASO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,604,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNTINGTONTHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROFESSIONAL THEATRE COMPANY | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 468 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,787,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,138,400 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,775,112 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,532,808 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,281,823 | PYInvestmentIncomeAmt |
| CY Investment Income | $214,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$5,480 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,838 | CYOtherRevenueAmt |
| PY Total Revenue | $14,839,197 | PYTotalRevenueAmt |
| CY Total Revenue | $11,871,250 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,210,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,410,949 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,887 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,489 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $975,885 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,541,483 | PYOtherExpensesAmt |
| CY Other Expenses | $5,727,963 | CYOtherExpensesAmt |
| PY Total Expenses | $14,799,855 | PYTotalExpensesAmt |
| CY Total Expenses | $14,175,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,342 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,304,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,225,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,274,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,253,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,860,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,971,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,413,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,476,686 | ExpenseAmt |
| Revenue | $6,532,808 | RevenueAmt |
| Desc | SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. | Desc |
| Total Program Service Expenses | $11,476,686 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 468 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | 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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONDRA KATZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172731527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CAROLE ALKINS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ALTSHULER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| NEAL BALKOWITSCH | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BROWN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CINI | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GERARD H COHEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN COHEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SHERRYL COHEN | ||||||||
| CLERK | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CAROL DEANE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES DILLON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BETSY BANKS EPSTEIN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R EPSTEIN | ||||||||
| CHAIR OF THE BOARD | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PETER FIEDLER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FINARD | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FIRESTONE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FRISHKOPF | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS HAMILTON III | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CASSANDRA HENDERSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR C HODGES | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK JAMIESON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN B KAPLAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE KAROL | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROL B LANGER | ||||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID LEATHERS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SHARON MALT | ||||||||
| PRESIDENT | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM P MCQUILLAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ANN MERRIFIELD | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA MOOSE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MORGAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| COKIE PERRY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES PETOSA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN RAFANELLI | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL ROBERTS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH V ROLLER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H SCOTT | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D SPOONER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| WENDELL TAYLOR | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| LINDA THOMAS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WAINTRUP | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| J DAVID WIMBERLY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| VERONICA WISEMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MARY WOLFSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| FANCY ZILBERFARB | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MASO | ||||||||
| MANAGING DIRECTOR | 40.00 | $338,500 | $0 | $89,866 | Yes (X) | |||
| PETER DUBOIS | ||||||||
| ARTISTIC DIRECTOR | 40.00 | $332,137 | $0 | $86,379 | Yes (X) | |||
| SONDRA KATZ | ||||||||
| GENERAL MANAGER | 40.00 | $129,267 | $0 | $36,000 | Yes (X) | |||
| CHRISTOPHER WIGLE | ||||||||
| PRODUCING DIRECTOR | 40.00 | $108,645 | $0 | $26,260 | Yes (X) | |||
| SCOTT POOLE | ||||||||
| DIRECTOR OF IT | 40.00 | $113,633 | $0 | $27,500 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,022,182 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $266,005 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NOBLE FORD PRODUCTIONS | |||||
| 1 ROBIN CIRCLE | WEST NEWBURY | MA | 01985 | ADVERTISING PRINTING | $248,817 |
| MAX ULTIMATE FOOD | |||||
| 101 HAMPDEN STREET | BOSTON | MA | 02119 | CATERING | $113,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,007,439 | FundraisingAmt |
| Government Grants | $121,500 | GovernmentGrantsAmt |
| All Other Contributions | $4,009,461 | AllOtherContributionsAmt |
| Total Contributions | $5,138,400 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKETS | 711110 | $5,936,818 | $5,936,818 |
| SHOPS AND RENTALS | 900099 | $595,990 | $595,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,532,808 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,173 | TotalRevenueColumnAmt |
| Exclusion | $307,173 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,797 | TotalRevenueColumnAmt |
| Exclusion | $10,797 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,346,245 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,438,538 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$92,293 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$92,293 | TotalRevenueColumnAmt |
| Exclusion | -$92,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,170 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,007,439 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $294,502 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$226,332 | TotalRevenueColumnAmt |
| Exclusion | -$226,332 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCESSION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $200,697 | TotalRevenueColumnAmt |
| Exclusion | $200,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $200,697 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,871,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,532,808 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $200,042 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,043 | TotalAmt |
| Program Services | $422,097 | ProgramServicesAmt |
| Management And General | $466,946 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,115,541 | TotalAmt |
| Program Services | $4,804,046 | ProgramServicesAmt |
| Management And General | $686,961 | ManagementAndGeneralAmt |
| Fundraising | $624,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,105 | TotalAmt |
| Program Services | $296,488 | ProgramServicesAmt |
| Management And General | $20,904 | ManagementAndGeneralAmt |
| Fundraising | $10,713 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,066 | TotalAmt |
| Program Services | $354,829 | ProgramServicesAmt |
| Management And General | $33,220 | ManagementAndGeneralAmt |
| Fundraising | $69,017 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,194 | TotalAmt |
| Program Services | $457,150 | ProgramServicesAmt |
| Management And General | $108,460 | ManagementAndGeneralAmt |
| Fundraising | $55,584 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080 | TotalAmt |
| Management And General | $1,080 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,200 | TotalAmt |
| Management And General | $32,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,489 | TotalAmt |
| Fundraising | $36,489 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,559 | TotalAmt |
| Program Services | $789,208 | ProgramServicesAmt |
| Management And General | $49,351 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,497 | TotalAmt |
| Program Services | $361,272 | ProgramServicesAmt |
| Management And General | $1,225 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,810 | TotalAmt |
| Program Services | $295,993 | ProgramServicesAmt |
| Management And General | $28,079 | ManagementAndGeneralAmt |
| Fundraising | $41,738 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,582 | TotalAmt |
| Program Services | $246,467 | ProgramServicesAmt |
| Management And General | $34,949 | ManagementAndGeneralAmt |
| Fundraising | $17,166 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,517 | TotalAmt |
| Program Services | $368,517 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,425 | TotalAmt |
| Program Services | $1,284,386 | ProgramServicesAmt |
| Management And General | $38,020 | ManagementAndGeneralAmt |
| Fundraising | $15,019 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,948 | TotalAmt |
| Program Services | $138,376 | ProgramServicesAmt |
| Management And General | $19,303 | ManagementAndGeneralAmt |
| Fundraising | $13,269 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,554 | TotalAmt |
| Program Services | $74,181 | ProgramServicesAmt |
| Management And General | $21,373 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330 | TotalAmt |
| Management And General | $1,330 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,114 | TotalAmt |
| Program Services | $577,725 | ProgramServicesAmt |
| Management And General | $50,926 | ManagementAndGeneralAmt |
| Fundraising | $11,463 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,858 | TotalAmt |
| Management And General | $70,858 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MATERIALS | $688,802 | $664,107 | $21,828 | $2,867 |
| MISCELLANEOUS | $181,817 | $138,007 | $43,810 | |
| EQUIPMENT RENTAL & MAIN | $134,713 | $108,004 | $26,709 | |
| CREDIT CARD FEES | $109,518 | $90,248 | $9,108 | $10,162 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,639 | TotalAmt |
| Program Services | $5,585 | ProgramServicesAmt |
| Fundraising | $24,054 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,175,401 | TotalAmt |
| Program Services | $11,476,686 | ProgramServicesAmt |
| Management And General | $1,722,830 | ManagementAndGeneralAmt |
| Fundraising | $975,885 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,152,778 | BOYAmt |
| EOY | $440,126 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,746 | BOYAmt |
| EOY | $817,678 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,752 | BOYAmt |
| EOY | $1,588,640 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,253 | BOYAmt |
| EOY | $51,686 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,261 | BOYAmt |
| EOY | $492,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,169,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,226,756 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,360,564 | BOYAmt |
| EOY | $6,942,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,273,535 | BOYAmt |
| EOY | $19,014,392 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,894,629 | BOYAmt |
| EOY | $4,209,520 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,718,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,225,518 | BOYAmt |
| EOY | $38,274,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,342,954 | BOYAmt |
| EOY | $1,554,690 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839,907 | BOYAmt |
| EOY | $2,794,286 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,127 | BOYAmt |
| EOY | $1,511,962 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,253,988 | BOYAmt |
| EOY | $5,860,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,192,690 | BOYAmt |
| EOY | $6,533,147 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778,386 | BOYAmt |
| EOY | $8,147,352 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,000,454 | BOYAmt |
| EOY | $17,733,454 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,971,530 | BOYAmt |
| EOY | $32,413,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,225,518 | BOYAmt |
| EOY | $38,274,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,304,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,450,909 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$704,335 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,128,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,279,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,250,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,787,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,138,400 | CurrentTaxYearAmt |
| Total | $22,585,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,128,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,279,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,250,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,787,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,138,400 | CurrentTaxYearAmt |
| Total | $22,585,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,040,128 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,544,886 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $513,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $343,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,970 | CurrentTaxYearAmt |
| Total | $1,928,413 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$16,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,697 | CurrentTaxYearAmt |
| Total | $644,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,158,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $37,304,201 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $22,987,641 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,665,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$44,716 | OtherExpendituresAmt |
| End Year Balance | $24,341,714 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,143,464 | BeginningYearBalanceAmt |
| Contributions | $750 | ContributionsAmt |
| Investment Earnings Or Losses | -$259,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$897,235 | OtherExpendituresAmt |
| End Year Balance | $22,987,641 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,533,631 | BeginningYearBalanceAmt |
| Contributions | $1,250 | ContributionsAmt |
| Investment Earnings Or Losses | $624,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,016,075 | OtherExpendituresAmt |
| End Year Balance | $24,143,464 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,798,207 | BeginningYearBalanceAmt |
| Contributions | $75,036 | ContributionsAmt |
| Investment Earnings Or Losses | $3,626,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $966,498 | OtherExpendituresAmt |
| End Year Balance | $24,533,631 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,751,496 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,942,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $896,205 | OtherExpendituresAmt |
| End Year Balance | $21,798,207 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.72850 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,819,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,034,367 | DepreciationAmt |
| Book Value | $3,785,625 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $638,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $493,763 | DepreciationAmt |
| Book Value | $144,973 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,710,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,698,626 | DepreciationAmt |
| Book Value | $3,012,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,942,645 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF FUND | Desc |
| Book Value | $4,209,520 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,209,520 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $4,441,376 |
| SECURITY DEPOSIT | $276,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,718,088 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $28,068 |
| CONSTRUCTION PAYABLES | $1,483,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,511,962 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,802,530 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,450,909 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,527,251 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,978,160 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,824,370 | RevenueSubtotalAmt |
| Other Revenues Not Included | $46,880 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $46,880 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,871,250 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,360,107 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,527,251 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $704,335 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,231,586 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,128,521 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,880 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,880 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,175,401 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. DURING FISCAL YEAR 2017, THREE DONORS REDESIGNATED A TOTAL OF $1,267,000 OF NON-DESIGNATED ENDOWMENT CONTRIBUTIONS TO BE TEMPORARILY RESTRICTED AS A TERM ENDOWMENT. |
| 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, 2017. 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: | COSTS INCURRED RELATED TO THE RENTAL OF SPACE NETTED WITH REVENUE ON FS ANCILLARY COSTS NETTED WITH REVENUE ON FINANCIAL STATEMENTS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TRANSITION EXPENSES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COSTS INCURRED RELATED TO THE RENTAL OF SPACE NETTED WITH REVENUE ON FS ANCILLARY COSTS NETTED WITH REVENUE ON FINANCIAL STATEMENTS |
| SCH D, PAGE 4, PART XII LINE 2D | CERTAIN THEATRE STAFF WHO HAD BEEN EMPLOYED BY BOSTON UNIVERSITY IN A LEGACY ARRANGEMENT, UNDER WHICH THE HUNTINGTON REIMBURSED BOSTON UNIVERSITY FOR THEIR FULL PERSONNEL COSTS, WERE TERMINATED AS EMPLOYEES BY BOSTON UNIVERSITY AS OF JUNE 30, 2017, AND WERE HIRED BY THE HUNTINGTON AS OF JULY 1, 2017. THESE COSTS ARE INCLUDED IN TRANSITION EXPENSES FOR THE YEAR ENDED JUNE 30, 2017. CERTAIN NON-OPERATING COSTS INCURRED IN PLANNING THE FINANCING OF REQUIRED CAPITAL IS ALSO INCLUDED IN TRANSITION EXPENSES FOR THE YEAR ENDED JUNE 30, 2017. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W CENTURY BLVD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $613,090 | GrossReceiptsAmt |
| Retained By Contractor | $36,489 | RetainedByContractorAmt |
| Net To Organization | $576,601 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $613,090 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $36,489 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $576,601 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPOTLIGHT SPECTACULAR | Event1Nm |
| Gross Receipts Event1 | $1,075,609 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,007,439 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,170 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,276 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $66,272 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $203,654 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,075,609 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,007,439 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,170 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,276 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $66,272 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $203,654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $294,502 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$226,332 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MASO | ||||||||||||||
| MANAGING DIRECTOR | $287,000 | $0 | $51,500 | $0 | $0 | $0 | $0 | $0 | $89,866 | $0 | $428,366 | $0 | $0 | $0 |
| PETER DUBOIS | ||||||||||||||
| ARTISTIC DIRECTOR | $269,455 | $0 | $62,682 | $0 | $0 | $0 | $0 | $0 | $86,379 | $0 | $418,516 | $0 | $0 | $0 |
| SONDRA KATZ | ||||||||||||||
| GENERAL MANAGER | $125,000 | $0 | $4,267 | $0 | $0 | $0 | $0 | $0 | $36,000 | $0 | $165,267 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NEAL BALKOWITSCH | |||
| TRUSTEE | $104,634 | 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 | $103,074 | JOHN CINI IS THE PRESIDENT OF HIGH OUTPUT, INC. A COMPANY THAT DOES PRODUCTION WORK FOR THE HUNTINGTON. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | PROGRAM DESCRIPTIONS THE HUNTINGTON THEATRE COMPANY IS BOSTON'S LEADING PROFESSIONAL THEATRE AND ONE OF THE REGION'S PREMIER CULTURAL ASSETS SINCE ITS FOUNDING IN 1982. RECIPIENT OF THE 2013 REGIONAL THEATRE TONY AWARD, THE HUNTINGTON BRINGS TOGETHER SUPERB LOCAL AND NATIONAL TALENT AND PRODUCES A MIX OF GROUNDBREAKING NEW WORKS AND CLASSICS MADE CURRENT TO CREATE AWARD-WINNING PRODUCTIONS. THE HUNTINGTON RUNS NATIONALLY RENOWNED PROGRAMS IN EDUCATION AND NEW PLAY DEVELOPMENT AND SERVES THE LOCAL THEATRE COMMUNITY THROUGH ITS OPERATION OF THE CALDERWOOD PAVILION AT THE BOSTON CENTER FOR THE ARTS. UNTIL JUNE, 2017, THE HUNTINGTON THEATRE AND BOSTON UNIVERSITY HAD A CONTRACTUAL RELATIONSHIP IN WHICH THE HUNTINGTON PROVIDED EDUCATIONAL ENHANCEMENT AND TRAINING FOR BU STUDENTS IN EXCHANGE FOR IN-KIND FACILITY SUPPORT. THE HUNTINGTON HAS LONG BEEN AN ANCHOR CULTURAL INSTITUTION OF HUNTINGTON AVENUE, THE AVENUE OF THE ARTS. WITH THE ENDING OF THE BU RELATIONSHIP, THE HUNTINGTON THEATRE WILL REMAIN SO ON A PERMANENT BASIS WITH PLANS TO RENOVATE THE HUNTINGTON AVENUE THEATRE INTO A FIRST-RATE, MODERN VENUE WITH EXPANDED SERVICES TO AUDIENCES, ARTISTS, AND THE COMMUNITY. UNDER THE DIRECTION OF ARTISTIC DIRECTOR PETER DUBOIS AND MANAGING DIRECTOR MICHAEL MASO, THE HUNTINGTON CULTIVATES, CELEBRATES, AND CHAMPIONS THEATRE AS AN ART FORM. THE HUNTINGTON THEATRE'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT HAS PROVIDED OPPORTUNITIES FOR OVER 400,000 STUDENTS SINCE ITS INCEPTION. THE HUNTINGTON THEATRE'S COMMUNITY ACCESS PROGRAMS INCLUDE AUDIO DESCRIBED SHOWS AND ASL-INTERPRETED PERFORMANCES THAT MAKE IT POSSIBLE OR BLIND AND LOW-VISION PATRONS AND DEAF AND HARD-OF-HEARING THEATRE GOERS TO ENJOY HUNTINGTON PRODUCTIONS. THE HUNTINGTON ALSO DEVELOPED A COMMUNITY MEMBERSHIP PROGRAM WHICH ALLOWS ELIGIBLE PATRONS TO PURCHASE TICKETS AT SIGNIFICANTLY REDUCED PRICES THROUGH THE REGULAR TICKETING PROCESS FOR ANY HUNTINGTON PRODUCTION AS WELL AS TO PRODUCTIONS OF TWO OTHER LOCAL PROFESSIONAL THEATERS. FOR MORE INFORMATION, VISIT HUNTINGTONTHEATRE.ORG. |
| 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 XI, LINE 9: | TRANSITION EXPENSES -704,335. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT REVIEW PROCESS. THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. |
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