2017-02-13T07:40:14-06:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2015-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO MANAGING DIRECTOR 6172667900 2017-02-09 1 DAVID J KELLEHER CPA P01059560 5083669100 2017-02-08 2015 2021-01-29 14:40:06Z MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 17812573 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 46 45 471 220 0 0 4250677 4787742 7026980 8775112 887699 1281823 4655 -5480 12170011 14839197 0 0 0 0 7144272 8210485 44785 47887 1386498 5994658 6541483 13183715 14799855 -1013704 39342 38754941 37225518 4281592 4253988 34473349 32971530 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.FOUNDED BY BOSTON UNIVERSITY IN 1982, AND SEPARATELY INCORPORATED IN 1986, THE HUNTINGTON'S RELATIONSHIP WITH BOSTON UNIVERSITY REMAINS OUR PRIMARY STRATEGIC AND PROGRAMMATIC PARTNERSHIP. 0 0 11633912 8775112 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 11633912 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 1 160 0 1 471 1 0 0 0 0 0 1 1 0 0 0 0 X 46 45 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 J WILLIAM CODINHA 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 TRUSTEE 1.50 X 0 0 0 CAROL DEANE CHAIRMAN 1.50 X 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 TRUSTEE 1.50 X 0 0 0 PETER FIEDLER TRUSTEE 1.50 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 ANN-ELLEN HORNIDGE TRUSTEE 1.50 X 0 0 0 FREDERICK JAMIESON TRUSTEE 1.50 X 0 0 0 SUSAN B KAPLAN TRUSTEE 1.50 X 0 0 0 MICHELLE KAROL TRUSTEE 1.50 X 0 0 0 SETH KAUFMAN TRUSTEE 1.50 X 0 0 0 CAROL B LANGER TRUSTEE 1.50 X 0 0 0 DAVID LEATHERS TRUSTEE 1.50 X 0 0 0 JOIE LEMAITRE TRUSTEE 1.50 X 0 0 0 SHARON MALT TRUSTEE 1.50 X 0 0 0 WILLIAM P MCQUILLAN 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 JAMES PETOSA TRUSTEE 1.50 X 0 0 0 BRYAN RAFANELLI TRUSTEE 1.50 X 0 0 0 MITCHELL ROBERTS PRESIDENT 1.50 X X 0 0 0 JOSEPH V ROLLER TREASURER 1.50 X 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 CLERK 1.50 X 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 MICHAEL MASO MANAGING DIRECTOR 40.00 X 303850 0 79880 PETER DUBOIS ARTISTIC DIRECTOR 40.00 X 274350 0 73730 DAVID DALENA SENIOR DIRECTOR OF EXTERNAL RELATIONS 40.00 X 153806 0 37761 SONDRA KATZ GENERAL MANAGER 40.00 X 120861 0 34808 CHRISTOPHER WIGLE PRODUCING DIRECTOR 40.00 X 102752 0 25250 955619 0 251429 5 0 1 0 NOBLE FORD PRODUCTIONS 1 ROBIN CIRCLE WEST NEWBURY MA 01985 ADVERTISING PRINTING 225324 SDA TECHNOLOGIES 5757 WEST CERNTRY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 216692 UNIVERSAL AUTOMATION AND MECHANICAL 24 WALPOLE PARK SOUTH UNIT 8 WALPOLE MA 02081 HVAC MAINTENANCE 144550 MAX ULTIMATE FOOD 101 HAMPDEN STREET BOSTON MA 02119 CATERING 105714 4 1025011 108000 3654731 21050 4787742 TICKETS 711110 7551245 7551245 SHOPS AND RENTALS 900099 528378 528378 CO-PRODUCTIONS 711110 495489 495489 UNIVERSITY SERVICES 900099 200000 200000 8775112 372007 372007 8239 8239 3616471 2706655 909816 909816 909816 64345 1025011 266721 -202376 -202376 CONCESSION 900099 188657 188657 188657 14839197 8775112 0 1276343 786308 380667 405641 6228825 4790369 797387 641069 115675 85981 18865 10829 593856 472548 44316 76992 485821 368648 60118 57055 878 878 32200 32200 47887 47887 1284347 999838 29785 254724 371671 371671 481880 371260 71062 39558 272807 224333 20534 27940 405930 405930 1311610 1226567 59810 25233 177283 160345 10494 6444 140897 103551 19856 17490 3582 3582 754543 658031 66734 29778 80035 80035 MATERIALS 680674 633180 22860 24634 MISCELLANEOUS 243756 153477 90279 CREDIT CARD FEES 147621 130433 8762 8426 EQUIPMENT RENTAL & MAIN 122493 95967 26526 29276 1116 28160 14799855 11633912 1779445 1386498 1228405 2152778 3820899 3313746 1673162 1654752 55463 50253 385689 525261 16947207 9586643 7594451 7360564 14112704 14273535 9884168 7894629 38754941 37225518 1086564 1342954 3091805 2839907 103223 71127 4281592 4253988 X 7244165 7192690 8229480 6778386 18999704 19000454 34473349 32971530 38754941 37225518 39342 -1541161 0 X X 0 1 X 1 0 X 4014243 4128862 4279333 4250677 4787742 21460857 4014243 4128862 4279333 4250677 4787742 21460857 1075787 20385070 606831 513502 373609 343086 380246 2217274 52903 27396 -16089 244011 188657 496878 24175009 37479088 0.84320 0.79230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24143464 750 -259338 -897235 22987641 24533631 1250 624658 1016075 24143464 21798207 75036 3626886 966498 24533631 19751496 2942916 896205 21798207 19706075 404421 359000 19751496 0.82660 0.17340 0 0 11819993 7475054 4344939 596517 475098 121419 4530697 1636491 2894206 7360564 TIFF FUND 7894629 F 7894629 CAPITAL LEASE OBLIGATION 71127 71127 X 14792001 -1541161 1523474 -17687 14809688 29509 29509 14839197 16293820 1523474 1523474 14770346 29509 29509 14799855 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, 2016. 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: HALL COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $28,545 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $964 PART XII, LINE 4B - OTHER ADJUSTMENTS: HALL COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $28,545 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $964 SCH D, PAGE 4, PART XII LINE 4B EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. SCH D, PAGE 4, PART XIII LINE 4B EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. X X X X X X X 1 SD & A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELEMARKETING 0 88503 47889 40614 88503 47889 40614 MA SPOTLIGHT SPECTACULAR 1089356 1025011 64345 12518 54005 200198 1089356 1025011 64345 12518 54005 200198 266721 -202376 X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO MANAGING DIRECTOR 257500 0 46350 0 0 0 0 0 79880 0 383730 0 0 0 PETER DUBOIS ARTISTIC DIRECTOR 232500 0 41850 0 0 0 0 0 73730 0 348080 0 0 0 DAVID DALENA SENIOR DIRECTOR OF EXTERNAL RELATION 151043 0 2763 0 0 0 0 0 37761 0 191567 0 0 0 SONDRA KATZ GENERAL MANAGER 118800 0 2061 0 0 0 0 0 34808 0 155669 0 0 0 NEAL BALKOWITSCH TRUSTEE 105714 NEAL BALKOWITSCH IS A PRINCIPAL OF MAX ULTIMATE FOODS WHICH THE HUNTINGTON USES FOR VARIOUS CATERING NEEDS, INCLUDING THE ANNUAL GALA. 0 FORM 990, PART III, LINE 4A PROGRAM DESCRIPTIONS THE HUNTINGTON IS A CHAMPION OF NEW WORK, HAVING PRODUCED MORE THAN 100 NEW ENGLAND, AMERICAN, OR WORLD PREMIERES IN ITS 34-YEAR HISTORY. ITS EFFORTS TO DEVELOP NEW PLAYS FOR THE AMERICAN THEATRE INCLUDE THE HUNTINGTON PLAYWRITING FELLOWS PROGRAM, THE BREAKING GROUND FESTIVAL OF NEW PLAY READINGS, AND THE STANFORD CALDERWOOD FUND FOR NEW AMERICAN PLAYS THAT ALLOWS THE HUNTINGTON TO COMMISSION NEW WORKS FROM EMERGING AND ESTABLISHED WRITERS. THE HUNTINGTON ALSO CHAMPIONS NEW PLAY DEVELOPMENT AND THE LOCAL THEATRE COMMUNITY THROUGH ITS OPERATION OF THE STANFORD CALDERWOOD PAVILION AT THE BOSTON CENTER FOR THE ARTS IN THE SOUTH END, WHICH THE HUNTINGTON BUILT IN 2004. THE HUNTINGTON PROVIDES THE FIRST-CLASS FACILITIES AND AUDIENCE SERVICES OF THE CALDERWOOD PAVILION TO DOZENS OF ORGANIZATIONS EACH YEAR, INCLUDING SOME OF BOSTON'S MOST EXCITING SMALL AND MID-SIZED THEATRE COMPANIES, AT SIGNIFICANTLY SUBSIDIZED RATES. ONE OF THE MOST EXTENSIVE AND ADMIRED PROGRAMS IN THE COUNTRY, THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT SERVES MORE THAN 25,000 STUDENTS EACH YEAR WITH SUBSIDIZED TICKETS TO STUDENT MATINEES AND IN-SCHOOL PROGRAMS THAT INTRODUCE STUDENTS TO THE THEATRE. THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT HAS PROVIDED OPPORTUNITIES FOR MORE THAN 300,000 STUDENTS SINCE ITS INCEPTION. THE HUNTINGTON'S COMMUNITY ACCESS PROGRAMS INCLUDE AUDIO-DESCRIBED SHOWS AND ASL-INTERPRETED PERFORMANCES THAT MAKE IT POSSIBLE FOR BLIND AND LOW-VISION PATRONS AND DEAF AND HARD-OF-HEARING THEATRE GOERS TO ENJOY HUNTINGTON PRODUCTIONS, AS WELL AS SPECIAL DISCOUNT PROGRAMS FOR COMMUNITY GROUPS SUCH AS ELDER ARTS, BIG BROTHER/BIG SISTER, AND AIDS ACTION. BOSTON UNIVERSITY PROVIDES BOTH CASH SUBSIDY AND IN-KIND FACILITY SUPPORT TO THE HUNTINGTON. IN RETURN THE HUNTINGTON PROVIDES EDUCATIONAL ENHANCEMENT, TRAINING, AND INTERNSHIP OPPORTUNITIES TO STUDENTS IN THE SCHOOL OF THEATRE AND SCHOOL OF MUSIC IN THE BOSTON UNIVERSITY COLLEGE OF FINE ARTS 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. 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 11 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 THE PRIOR YEAR.