2018-02-01T13:45:43-06:00 2017-06-30 390859910 Baker Tilly Virchow Krause LLP 205 N Michigan Ave 2800 Chicago IL 606015927 990 2016-07-01 363467607 Chicago Shakespeare Theater CHIC 3125955619 800 East Grand Avenue Chicago IL 60611 LINDA ORELLANA Director of Finance 3125955619 2018-01-29 1 Mark Heroux P00959793 3127298000 2018-01-29 38.88.202.179 2018-01-29 11:27:07 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC09F685FDE84DB8310813647ED41DA63C0BAAFA 2016 2021-01-29 14:40:06Z Steven J Solomon 800 East Grand Avenue Chicago IL 60611 24791311 0 X www.chicagoshakes.com X 1986 IL THE MISSION OF CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS (SEE SCHEDULE O) 61 59 420 3700 -13554 -104729 10229147 12062343 7338809 6473364 138245 561190 241455 302293 17947656 19399190 0 0 0 0 9254810 9301594 0 0 1273503 7252592 7235226 16507402 16536820 1440254 2862370 40758851 53390699 11790188 21143361 28968663 32247338 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 13628831 6473364 CHICAGO SHAKESPEARE THEATER (CST) BELIEVES THAT SHAKESPEARE SPEAKS TO EVERYONE. A GLOBAL THEATRICAL FORCE, CST IS KNOWN FOR VIBRANT PRODUCTIONS THAT REFLECT SHAKESPEARE'S GENIUS FOR STORYTELLING, MUSICALITY OF LANGUAGE, AND EMPATHY FOR THE HUMAN CONDITION. 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, DELIGHTING IN UNEXPECTED, DEFIES THEATRICAL CATEGORY. A REGIONAL TONY AWARD-WINNING THEATER, CST PRODUCES ACCLAIMED PLAYS AT ITS HOME ON NAVY PIER, THROUGHOUT CHICAGO'S SCHOOLS AND NEIGHBORHOODS, AND ON STAGES AROUND THE WORLD. IN 2017, THE THEATER UNVEILED THE YARD AT CHICAGO SHAKESPEARE, WITH AN INNOVATIVE DESIGN THAT WILL (SEE SCHEDULE O) CHANGE THE SHAPE OF THEATER-MAKING. TOGETHER WITH THE JENTES FAMILY COURTYARD THEATER AND THE THOMA THEATER UPSTAIRS AT CHICAGO SHAKESPEARE, THE YARD POSITIONS CST AS THE CITY'S MOST VERSATILE PERFORMING ARTS VENUE.CHICAGO SHAKESPEARE'S YEAR-ROUND SEASON FEATURES AS MANY AS TWENTY PRODUCTIONS AND 650 PERFORMANCES - INCLUDING PLAYS, MUSICALS, WORLD PREMIERES, AND VISITING INTERNATIONAL TOURS - TO ENGAGE A BROAD, MULTIGENERATIONAL AUDIENCE OF 225,000 COMMUNITY MEMBERS. RECOGNIZED IN 2014 IN A WHITE HOUSE CEREMONY HOSTED BY FIRST LADY MICHELLE OBAMA, CST'S EDUCATION PROGRAMS SUPPORT LITERACY AND CREATIVITY FOR 40,000 STUDENTS EACH YEAR. EACH SUMMER, 30,000 FAMILY AUDIENCES WELCOME THE FREE CHICAGO SHAKESPEARE IN THE PARKS TOUR INTO THEIR NEIGHBORHOODS ACROSS THE FAR NORTH, WEST AND SOUTH SIDES OF THE CITY. THE THEATER IS THE LEADING PRODUCER OF INTERNATIONAL WORK IN CHICAGO AND, TOURING ITS OWN PLAYS ACROSS NORTH AMERICA AND ABROAD TO AFRICA, ASIA, AUSTRALIA, EUROPE AND THE MIDDLE EAST, HAS GARNERED MULTIPLE ACCOLADES, INCLUDING THE PRESTIGIOUS LAURENCE OLIVIER AWARD. EMBLEMATIC OF ITS ROLE AS A GLOBAL THEATER, CST SPEARHEADED SHAKESPEARE 400 CHICAGO, A YEARLONG INTERNATIONAL ARTS AND CULTURE FESTIVAL, WHICH ENGAGED AN ESTIMATED 1.1 MILLION PEOPLE THROUGH 863 EVENTS AT 231 LOCATIONS ACROSS THE CITY IN 2016 - ALL IN CELEBRATION OF SHAKESPEARE'S 400-YEAR LEGACY. 13628831 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 150 0 1 420 0 1 1 0 0 0 0 1 1 0 0 X 61 59 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 D YOUNGBLOOD DIRECTOR 2.00 0.00 X 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 40.00 0.00 X 470770 0 109727 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 O'BRIEN DIRECTOR 2.00 0.00 X 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 40.00 0.00 X 460626 0 89387 DENNIS OLIS DIRECTOR 2.00 0.00 X 0 0 0 DONNA VAN EEKEREN DIRECTOR 2.00 0.00 X 0 0 0 Clive Christison DIRECTOR 2.00 0.00 X 0 0 0 ERIC Q STRICKLAND TREASURER 2.00 0.00 X X 0 0 0 FRANK D BALLANTINE DIRECTOR 2.00 0.00 X 0 0 0 GAYLE R TILLES DIRECTOR 2.00 0.00 X 0 0 0 GLENN R RICHTER 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 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 PIERPONT DIRECTOR 2.00 0.00 X 0 0 0 KATHRYN J HAYLEY DIRECTOR 2.00 0.00 X 0 0 0 KEVIN R EVANICH DIRECTOR 2.00 0.00 X 0 0 0 LANCE RICHARDS 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 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 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 RAY WHITACRE DIRECTOR 2.00 0.00 X 0 0 0 RAYMOND F MCCASKEY DIRECTOR 2.00 0.00 X 0 0 0 RENETTA E 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 MOORE 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 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 JUDY LOSEFF DIRECTOR 2.00 0.00 X 0 0 0 JOHN BLAKEY DIRECTOR 2.00 0.00 X 0 0 0 LINDA MYERS DIRECTOR 2.00 0.00 X 0 0 0 LINDA ORELLANA DIRECTOR OF FINANCE, SECRETARY 40.00 0.00 X 126562 0 0 E BROOKE FLANAGAN Managing Director for Development and External Aff 40.00 0.00 X 212764 0 0 ALIDA SZABO DIR OF AUDIENCE DEVELOPMENT 40.00 0.00 X 119437 0 0 MARILYN HALPERIN DIR OF EDU. & COMMUNICATION 40.00 0.00 X 115000 0 0 RICHARD BOYNTON CREATIVE PRODUCER 40.00 0.00 X 117703 0 0 CHRISTOPHER PLEVIN DIRECTOR OF PRODUCTION 40.00 0.00 X 107936 0 0 MARY ANN CRONIN The Yard Consultant 40.00 0.00 X 216366 0 0 1947164 0 199114 9 0 1 0 Bulley and Andrews LLC 1755 W Armitage Ave Chicago IL 60622 Construction 17682065 Staging Concepts 8400 Wyoming Ave N Suite 100 Brooklyn Park MN 55445 Stage Decking 478019 Theatrical Lighting Connection 411 Heathrow Ct Burr Ridge IL 60527 Lighting 416937 Ravenswood Studio Inc 6900 N Central Park Ave Lincolnwood IL 60712 Scenery 364178 Adrian Smith & Gordon Gill Architecture 111 W Monroe St 2300 Chicago IL 60603 Architecture 328949 5 1142031 350875 10569437 93002 12062343 TICKET SALES 711110 6338501 6338501 TICKET FEES 711110 134863 134863 6473364 301804 301804 26166 26166 42653 146024 -103371 -103371 -104729 1358 4960110 4700724 259386 259386 259386 519613 1142031 409800 109813 109813 232876 135573 97303 97303 ADVERTISING 711110 91175 91175 OTHER INCOME 900099 81207 81207 172382 19399190 6473364 -13554 877037 1870791 1870791 5785445 4405008 722301 658136 83470 83470 966600 825544 88201 52855 595288 509291 40171 45826 40896 40896 37482 37482 1358875 1358875 37093 18270 18823 977520 895004 65571 16945 56836 12889 43947 16370 8041 8329 15594 15594 393948 232774 161174 173008 173008 PRODUCTION 3265231 3265231 ALL OTHER EXPENSES 522097 167249 109015 245833 EQUIPMENT MAINTENANCE 207471 157467 50004 OPENING NIGHT 66691 66691 66114 66114 16536820 13628831 1634486 1273503 1432877 1135585 484044 37096 13038780 13486686 82987 105625 1191747 803924 27168488 5388787 11245562 21779701 12418708 13701360 864146 2340722 40758851 53390699 2445606 4245954 2945405 2138025 4950645 13461847 1448532 1297535 11790188 21143361 X 26266472 26275526 2702191 5971812 28968663 32247338 40758851 53390699 2862370 416305 0 X X 0 1 X 1 0 X 13809677 11733143 14265390 10613127 12581956 63003293 13809677 11733143 14265390 10613127 12581956 63003293 223545 62779748 280911 292176 407469 352100 327970 1660626 29474 -9428 15689 -9188 -13554 12993 -122333 -126446 -232807 -142655 -229931 -854172 63822740 35157704 0.98370 0.97680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11273013 112995 856950 375000 11867958 9824223 2022114 -238324 335000 11273013 8950184 1270018 -145979 250000 9824223 7398912 937762 803510 190000 8950184 4704329 2510312 364271 180000 7398912 1.00000 0 0 4478620 3564150 914470 22689868 1824637 20865231 21779701 DEFERRED COMPENSATION 1297535 1297535 X 20284194 416305 187102 281597 885004 19399190 0 19399190 17005519 187102 281597 468699 16536820 0 16536820 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, 2017 and 2016. 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 $146,024 Cost of goods sold on Form 990, Part VIII, Line 10b $135,573 Part XII, Line 2d - Other Adjustments: Rental expenses on Form 990, Part VIII, Line 6b $146,024 Cost of goods sold on Form 990, Part VIII, Line 10b $135,573 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 1661644 1142031 519613 409800 1661644 1142031 519613 409800 409800 109813 X X X X X 0 1 0 0 0 0 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR 420770 0 50000 0 0 0 75500 0 34227 0 580497 0 0 0 CRISS HENDERSON EXECUTIVE DIRECTOR 410626 0 50000 0 0 0 75500 0 13887 0 550013 0 0 0 E BROOKE FLANAGAN Managing Director for Development an 212764 0 0 0 0 0 0 0 0 0 212764 0 0 0 MARY ANN CRONIN The Yard Consultant 216366 0 0 0 0 0 0 0 0 0 216366 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(b) 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 2017. X 35 1204915 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.