SHAKESPEARE THEATRE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHAKESPEARE THEATRE (EIN 52-1405988)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-06-15
- IRS object ID
- 201741669349300449
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-15T12:06:55-05:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 International Circle Suite 5500 | AddressLine1Txt |
| City | Hunt Valley | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521405988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shakespeare Theatre | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 2025473230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris Jennings | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2025473230 | PhoneNum |
| Signature | 2017-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheila Eichelberger | PreparerPersonNm |
| PTIN | P00743897 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Preparation | 2017-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chris Jennings | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,578,094 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.shakespearetheatre.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The Shakespeare Theatre Company (STC) creates, preserves, and promotes classic theatre, enduring plays with universal themes-for all audiences. Through the creation of provocative, imaginative, and accessible theatre, STC ignites a dialogue that connects the universality of classic works to the shared human experiences of the modern world. The Shakespeare Theatre Company operates the Harman Center for the Arts (comprised of the 451-seat Lansburgh Theatre and the 774-seat Sidney Harman Hall) and annually offers six mainstage plays; a Free For All presentation; and 25 arts education, access, and engagement programs for over 200,000 audience members and participants. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 625 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $340,906 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$10,451 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,399,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,501,092 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,884,009 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,236,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,275 | PYInvestmentIncomeAmt |
| CY Investment Income | $198,386 | CYInvestmentIncomeAmt |
| PY Other Revenue | $623,983 | PYOtherRevenueAmt |
| CY Other Revenue | $2,290,430 | CYOtherRevenueAmt |
| PY Total Revenue | $19,976,736 | PYTotalRevenueAmt |
| CY Total Revenue | $19,226,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $115,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $131,635 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,622,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,403,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,697,079 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,524,752 | PYOtherExpensesAmt |
| CY Other Expenses | $10,733,000 | CYOtherExpensesAmt |
| PY Total Expenses | $20,262,499 | PYTotalExpensesAmt |
| CY Total Expenses | $21,267,749 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$285,763 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,040,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,809,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,656,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,955,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,944,163 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,853,557 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,711,978 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Shakespeare Theatre Company creates, preserves and promotes classic theatre-ambitious, enduring plays with universal themes-for all audiences. Through the creation of provocative, imaginative, and accessible theatre, STC ignites a dialogue that connects the universality of classic works to the shared human experiences of the modern world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,294,025 | ExpenseAmt |
| Revenue | $8,360,993 | RevenueAmt |
| Desc | PERFORMING ARTS PROGRAMS - The Shakespeare Theatre Company (STC) believes that a classical play is defined not only by its poetic language or its influential playwright, but also by the timelessness of the themes and questions that it poses to its audience. The universal themes of family, love, patriotism, and leadership depicted in STC's mainstage offerings are relevant to, and relatable by, all people. Furthermore, many of the themes found in classic plays are particularly relevant to contemporary Washington, D.C. audiences in light of national and international political, social, and economic realities. Since its founding in 1985, the Shakespeare Theatre Company has performed more than 150 productions including every play in Shakespeare's commonly recognized canon for over 2.5 million audience members. With each mainstage season STC stages six classic plays including the works of Shakespeare and his 16th century peers, commissions of infrequently staged classics, plays written by 19th and 20th century playwrights which are destined to become classics, and musicals and international presentations based on classic texts and stories.The plays of Shakespeare are at the core of STC's mission. In addition to the Bard's frequently staged works, the Shakespeare Theatre Company's audiences have enjoyed his rarely performed plays including "Coriolanus" (1991, 2000, 2013), "The Two Gentleman of Verona" (2001 & 2012), "Henry IV Part Two" (2004 & 2014), "Titus Andronicus" (2007), and "Cymbeline" (2011). STC's fresh takes on well-known plays-such as a "photo-negative" production of "Othello" starring Patrick Stewart (1997), and a "King Lear" set in the chaotic atmosphere of post-Soviet Yugoslavia and starring Stacy Keach (2009)-have solidified STC's reputation as "one of the world's three great Shakespearean theatres" (The Economist) which produces "a repertory of classics that no New York theatre of similar size and scale can match" (The New York Times). For its artistically excellent productions of the classics, STC has garnered important recognition including the 2012 Regional Theatre Tony Award and 97 Helen Hayes Awards.Through STC's ReDiscovery Commissions series, the Theatre also aims to translate and adapt "lost" classic plays-or those that are infrequently produced and mostly unknown-and reintroduce these works into the standard American classical repertoire. For each ReDiscovered play, the Theatre selects a modern playwright to translate, when necessary, and adapt the work while remaining faithful to the author's original intentions for the piece. Playwrights also modernize dated references and story elements that are unlikely to resonate with contemporary audiences. When the script is complete, the play is then staged as part of the Shakespeare Theatre Company's mainstage season, published, and distributed to other theatres to encourage future stagings. Since 2010, this program has commissioned six adaptations of classic plays: Pierre Corneille's "The Liar" (2010), Jean-Francois Regnard's "The Heir Apparent" (2011), and Alexis Piron's "The Metromaniacs" (2015)-each translated and adapted by David Ives; Friedrich Schiller's "Wallenstein" (2013)-translated, adapted, and condensed from three parts into one by former U.S. Poet Laureate Robert Pinsky; Oscar Wilde's "Salome" (2015)-adapted by Yael Farber; and Richard Brinsley Sheridan's "The Critic" (2016)-adapted by Jeffrey Hatcher. The Theatre's efforts to reintroduce these plays into the American classical canon are succeeding. "The Liar", "The Heir Apparent", and "The Metromaniacs" have been staged in regional and collegiate theatres since their original production at STC.STC is also committed to the production of modern classics-plays written by 19th and 20th century playwrights which are destined to endure as a part of the American classical canon-such as Harold Pinter's "Old Times" (2011), Eugene O'Neill's "Strange Interlude" (2012), and Noel Coward's "Private Lives" (2014). The Theatre also stages artistically excellent musical theatre productions rooted in classic texts such as "Candide" (2010) based on the 18th century novel by Voltaire, "A Funny Thing Happened on the Way to the Forum" (2013) loosely based on Plautus's ancient fables, and "Man of La Mancha" (2015) inspired by Cervantes's 17th century novel and "The Secret Garden" (2016) adapted from the original 1911 children's book.In 2009, the Theatre began the STC Presents series with the singular North American engagement of the National Theatre of Great Britain's "Phedre" starring Helen Mirren. Since that time STC has presented international works by companies hailing from Scotland, South Africa, France, and Ireland. The series has provided an opportunity to expose STC's audiences to important contemporary works aligned with the Theatre's mission to promote the classics. With the 2014-2015 Season, STC expanded these collaborations by offering a presentation as part of the Theatre's mainstage season.Accessibility is central to the Shakespeare Theatre Company's mission-STC believes in producing classical theatre of the highest caliber and making its work available to all audiences. It is with this core belief that the Shakespeare Theatre Company created the Free For All in 1991. Each year with the Free For All, a Shakespeare play from STC's recent repertoire is selected to be presented free of charge for area residents. The production is remounted for two weeks in the Sidney Harman Hall for up to 12,000 audience members. The Free For All is offered in conjunction with the targeted access programs Citizens for Shakespeare and Ward Nights in an effort to encourage attendance by diverse and unlikely audiences. Over the past 26 years, more than 660,000 people have attended Shakespeare's plays for free at the Shakespeare Theatre Company's annual Free For All.Further underscoring STC's commitment to accessibility, the Shakespeare Theatre Company created the state-of-the-art Harman Center for the Arts not only to highlight its own classic theatre productions, but also to provide a true gathering place for local audiences that showcases theatre, music, dance, and film by other outstanding companies from the District, and beyond. Since the creation of the Harman Center for the Arts, STC has collaborated with local small and mid-sized arts companies and assisted in building their organizational capacity and audiences through various programs, presentations, and rental opportunities. The Shakespeare Theatre Company believes that supporting fellow performing artists and companies is an important component in building local audiences for the performing arts. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,298,226 | ExpenseAmt |
| Grant | $131,635 | GrantAmt |
| Revenue | $875,918 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS - To further the Shakespeare Theatre Company's mission, STC's Education Department annually provides approximately 20,000 children and adults with arts education experiences through its roster of more than two dozen school, community engagement, training, and audience enrichment programs-each designed to deepen understanding of, and foster connection to, classical theatre. For adults, STC offers numerous free programs including a discussion series in conjunction with each mainstage production, podcasts, a dramaturgical magazine, a "Guide to the Season's Plays, and numerous low-cost acting and professional development classes for businesses, teachers, veterans, and both amateur and professional actors. STC also provides opportunities for 17 emerging classical theatre artists and administrators through a rigorous, year-long, paid Fellowship program for recent college graduates. At the conclusion of the program, Fellows go on to work for major theatres across the U.S. including the Shakespeare Theatre Company.For children, STC collaborates with over 100 Maryland, Virginia, and Washington, D.C. schools to integrate Common Core aligned theatre arts education programming into local classrooms through Text Alive! (a rigorous, semester long in-school program that culminates in student performance); SHAKESPEARIENCE (a subsidized ticket and in-school workshop program); and District Shakespeare (which brings one grade level at every DC Public and Public Charter High School to STC, for free). Other programming for youth includes Teen Critic, Camp Shakespeare, and Artists in the Classroom. STC also provides programming for children as young as five with School Plays which offer one hour condensed Shakespeare productions, both at STC and in schools. The Education Department also creates a Common Core aligned First Folio Teacher and Student Resource Guide for all productions attended by school groups and provides these resources free of charge on the Theatre's website.STC's community engagement programs assist the Theatre in connecting with DC residents and artists. STC's free Happenings at the Harman Happy Hour series offers one hour performances that highlight the works of local artists. These curated performances align with the Theatre's mainstage plays and provide an opportunity for local artists to develop an audience and receive payment for their performance. The Theatre also participates in numerous festivals across the region by providing demonstrations and educational materials, and offers volunteer programs for high school and college students and the general public.Since 2000, the Shakespeare Theatre Company, in conjunction with The George Washington University, has offered a Master of Fine Arts degree, to help develop the next generation of actors for classical theatre. Training no more than 20 actors each year, the Academy for Classical Acting's one-year, fully accredited intensive graduate program focuses on the specific craft of performing Shakespeare and other classical texts. Alumni from this program perform with reputable professional theatre companies from around the country. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,592,251 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 225 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 625 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shakespeare Theatre | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025473230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200032834 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Michael Kahn | ||||||||
| Artistic Director | 40.00 | Yes (X) | Yes (X) | $308,813 | $0 | $32,113 | ||
| Chris Jennings | ||||||||
| Executive Director (Ex Officio) | 40.00 | Yes (X) | Yes (X) | $216,523 | $0 | $16,440 | ||
| Michael R Klein | ||||||||
| Chairman | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert E Falb | ||||||||
| Vice Chairman | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Pauline Schneider | ||||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Hill | ||||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Nicholas W Allard | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ashley Allen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen E Allis | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anita Antenucci | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey D Bauman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Beriss | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Landon Butler | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Paul Carter | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Cherukuri | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria Dittus | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Debbie Driesman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Mark Epstein | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie Erkiletian | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Natwar Gandhi | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Harman PhD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen A Hopkins | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence A Hough | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W Mike House | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry J Jasinowski | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Norman D Jemal | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Kaufmann | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sudhakar Kesavan | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Kolevar | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Abbe D Lowell | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gail MacKinnon | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bernard F McKay | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Melissa A Moss | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen M Ryan | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Sherman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| George Stamas | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Stone | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Wawrzaszek | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michele E Williams | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rob Wilder | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Woteki | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne Schulze Youngkin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward Zakreski | ||||||||
| Chief Development Officer | 40.00 | $185,132 | $0 | $13,750 | Yes (X) | |||
| Michael Porto | ||||||||
| Chief Marketing officer | 40.00 | $128,393 | $0 | $7,916 | Yes (X) | |||
| Amy Gardner | ||||||||
| Senior Associate Director of Development | 40.00 | $112,779 | $0 | $16,645 | Yes (X) | |||
| James W Roemer | ||||||||
| Director of Administration | 40.00 | $104,990 | $0 | $8,323 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,056,630 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,187 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BridgeStreet Worldwide Inc | ||||||||||
| 14657 Collections Center Drive | Chicago | IL | 60693 | Actor/Artist Housing | $706,772 | |||||
| STARVOX Touring | ||||||||||
| C/O STARVOX Booking 27 Kendall Ave | Maplewood | NJ | 07040 | Performance Fees | $595,283 | |||||
| National Theatre of Scotland | ||||||||||
| Royalties and Fees | $283,283 | Civic House 26 Civic Street | Glasgow | Scotland | UK | G4 9RH | ||||
| TAMS WITMARK MUSIC LIBRARY | ||||||||||
| 560 Lexington Ave | New York | NY | 10022 | Royalties | $247,426 | |||||
| Fellowship for the Performing Arts | ||||||||||
| 1674 Broadway Suite 300 | New York | NY | 10019 | Performance Fees | $239,357 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,203,465 | FundraisingAmt |
| Government Grants | $210,384 | GovernmentGrantsAmt |
| All Other Contributions | $6,087,243 | AllOtherContributionsAmt |
| Total Contributions | $7,501,092 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Productions | 711110 | $6,888,717 | $6,888,717 | |
| Tour Income and Bookings | 711110 | $1,119,058 | $815,506 | $303,552 |
| Educational Programs | 711110 | $875,918 | $875,918 | |
| Concessions and Other Sales | 711110 | $353,218 | $350,072 | $3,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,236,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,386 | TotalRevenueColumnAmt |
| Exclusion | $198,386 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,099 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,099 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,099 | TotalRevenueColumnAmt |
| Exclusion | $51,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,203,465 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $351,275 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$351,275 | TotalRevenueColumnAmt |
| Exclusion | -$351,275 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $2,590,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,788,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $767,921 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,590,606 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,226,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,718,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $340,906 | UnrelatedBusinessRevenueAmt |
| Exclusion | $666,131 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,635 | TotalAmt |
| Program Services | $131,635 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,373,856 | TotalAmt |
| Program Services | $6,925,928 | ProgramServicesAmt |
| Management And General | $696,369 | ManagementAndGeneralAmt |
| Fundraising | $751,559 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,786 | TotalAmt |
| Program Services | $182,449 | ProgramServicesAmt |
| Management And General | $22,366 | ManagementAndGeneralAmt |
| Fundraising | $10,971 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,063 | TotalAmt |
| Program Services | $963,925 | ProgramServicesAmt |
| Management And General | $50,611 | ManagementAndGeneralAmt |
| Fundraising | $75,527 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,409 | TotalAmt |
| Program Services | $618,649 | ProgramServicesAmt |
| Management And General | $49,190 | ManagementAndGeneralAmt |
| Fundraising | $55,570 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,620 | TotalAmt |
| Management And General | $10,620 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,250 | TotalAmt |
| Management And General | $36,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818,462 | TotalAmt |
| Program Services | $1,755,497 | ProgramServicesAmt |
| Fundraising | $62,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,080 | TotalAmt |
| Program Services | $518,980 | ProgramServicesAmt |
| Fundraising | $100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,864 | TotalAmt |
| Management And General | $227,246 | ManagementAndGeneralAmt |
| Fundraising | $295,618 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,084 | TotalAmt |
| Program Services | $273,084 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,056,560 | TotalAmt |
| Program Services | $2,046,560 | ProgramServicesAmt |
| Fundraising | $10,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,246 | TotalAmt |
| Program Services | $259,520 | ProgramServicesAmt |
| Fundraising | $37,726 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,648 | TotalAmt |
| Management And General | $655,648 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,513 | TotalAmt |
| Program Services | $2,050,513 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,920 | TotalAmt |
| Management And General | $132,920 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $1,299,863 | $1,065,591 | $97,199 | $137,073 |
| Production | $780,062 | $780,062 | ||
| Catering | $259,970 | $259,970 | ||
| Provision for doubtful | $19,858 | $19,858 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,267,749 | TotalAmt |
| Program Services | $17,592,251 | ProgramServicesAmt |
| Management And General | $1,978,419 | ManagementAndGeneralAmt |
| Fundraising | $1,697,079 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,989 | BOYAmt |
| EOY | $816,779 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,343 | BOYAmt |
| EOY | $23,281 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,050,482 | BOYAmt |
| EOY | $4,241,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,632 | BOYAmt |
| EOY | $278,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,727 | BOYAmt |
| EOY | $759,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $86,461,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,766,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,378,163 | BOYAmt |
| EOY | $63,695,595 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,290,856 | BOYAmt |
| EOY | $3,987,602 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,944 | BOYAmt |
| EOY | $853,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,809,136 | BOYAmt |
| EOY | $74,656,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,574,545 | BOYAmt |
| EOY | $2,164,108 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,891,862 | BOYAmt |
| EOY | $5,398,732 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,000 | BOYAmt |
| EOY | $3,310,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,838,745 | BOYAmt |
| EOY | $12,883,129 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,427 | BOYAmt |
| EOY | $188,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,955,579 | BOYAmt |
| EOY | $23,944,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,114,642 | BOYAmt |
| EOY | $46,740,218 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,853 | BOYAmt |
| EOY | $2,085,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,062 | BOYAmt |
| EOY | $1,886,062 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,853,557 | BOYAmt |
| EOY | $50,711,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,809,136 | BOYAmt |
| EOY | $74,656,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,040,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$100,649 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,577,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,908,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,773,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,342,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,501,092 | CurrentTaxYearAmt |
| Total | $42,102,967 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,941,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,672,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,204,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,970,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,236,911 | CurrentTaxYearAmt |
| Total | $47,026,401 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,518,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,581,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,978,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,313,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,738,003 | CurrentTaxYearAmt |
| Total | $89,129,368 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,294,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $752,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,475,983 | CurrentTaxYearMinus1YearAmt |
| Total | $5,486,030 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,294,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $752,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,475,983 | CurrentTaxYearMinus1YearAmt |
| Total | $5,486,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $83,643,338 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,485 | CurrentTaxYearAmt |
| Total | $1,161,173 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,485 | CurrentTaxYearAmt |
| Total | $1,161,173 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,002,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $867,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,048,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $954,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,590,606 | CurrentTaxYearAmt |
| Total | $6,464,116 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,617,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,817,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,239,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,502,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,578,094 | CurrentTaxYearAmt |
| Total | $96,754,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86450 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86760 | PublicSupportPY509Pct |
| Investment Income CY | 0.01200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $11,930 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $11,930 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Provide information as to funding availability from various sources, represent the interest of the organization with respect to obtaining such funding, and provide such further assistance as may be directed or requested. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,662,138 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$40,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,376 | OtherExpendituresAmt |
| End Year Balance | $1,540,360 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,697,901 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,756 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$82,519 | OtherExpendituresAmt |
| End Year Balance | $1,662,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,504,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $267,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,228 | OtherExpendituresAmt |
| End Year Balance | $1,697,901 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,422,289 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $158,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,081 | OtherExpendituresAmt |
| End Year Balance | $1,504,409 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,599,277 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$28,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $148,294 | OtherExpendituresAmt |
| End Year Balance | $1,422,289 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,548,037 | OtherCostOrOtherBasisAmt |
| Book Value | $12,548,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,367,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,314,220 | DepreciationAmt |
| Book Value | $50,053,708 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,198,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,198,157 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,347,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,253,786 | DepreciationAmt |
| Book Value | $1,093,850 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,695,595 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Mutual Funds | $145,031 | F |
| Investment Pool | $1,478,440 | F |
| Common Stock | $887,480 | F |
| Fixed Income Funds | $786,215 | F |
| Exchange Traded Funds | $690,436 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,987,602 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Payable | $193,039 |
| Gift Annuity Payment Liability | -$4,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $188,194 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,001,811 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$100,649 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $524,366 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $423,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,578,094 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$351,275 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$351,275 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,226,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,143,390 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $524,366 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $351,275 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $875,641 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,267,749 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,267,749 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Theatre's endowment consists of one fund established for support of the performing arts. |
| Part X, Line 2: | The Theatre is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable District of Columbia income tax laws and qualifies for charitable contribution deductions. Accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Theatre performed an evaluation of uncertain tax positions for the fiscal year ended July 31, 2016, and determined that there were no matters that would require recognition in the consolidated financial statements or which may have any effect on its tax-exempt status. As of July 31, 2016, the statute of limitations for fiscal years 2013 through 2016 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Theatre files tax returns. It is the Theatre's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. |
| Part XI, Line 4b - Other Adjustments: | Fundraising Expenses -351,275. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 351,275. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Harman Gala | Event1Nm |
| Gross Receipts Event1 | $665,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $665,060 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $37,574 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $78,901 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $36,411 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $135,554 | OtherDirectExpensesEvent1Amt |
| Event2 | Will-On the Hill | Event2Nm |
| Gross Receipts Event2 | $517,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $517,000 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $167 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $35,427 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,302 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,358 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $21,405 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,405 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $6,353 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $850 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,378 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,203,465 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,203,465 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $37,741 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $120,681 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $39,563 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $153,290 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $351,275 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$351,275 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| Stipends | $107,635 |
| Scholarships | $24,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Stipends for Teaching Artists and Intern Program are managed by the Education Department staff with oversight from the Director of Administration and his staff as part of monthly financial management reviews. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 Kahn | ||||||||||||||
| Artistic Director | $308,813 | $0 | $0 | $0 | $0 | $0 | $21,476 | $0 | $10,637 | $0 | $340,926 | $0 | $0 | $0 |
| Chris Jennings | ||||||||||||||
| Executive Director (Ex Officio) | $216,523 | $0 | $0 | $0 | $0 | $0 | $10,642 | $0 | $5,798 | $0 | $232,963 | $0 | $0 | $0 |
| Edward Zakreski | ||||||||||||||
| Chief Development Officer | $185,132 | $0 | $0 | $0 | $0 | $0 | $4,174 | $0 | $9,576 | $0 | $198,882 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael R Klein | PersonNm |
| Relationship With Org | Member of the Board of Trustees | RelationshipWithOrgTxt |
| Loan Purpose | Working Capital | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $3,310,000 | OriginalPrincipalAmt |
| Balance Due | $3,310,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,310,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $340,302 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | A draft of Form 990 is reviewed by the Audit Committee of the board. The approved Form 990 is then circulated to the entire board. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is applicable to board members. The Board Chairman reviews any conflicts of interest that are identified and determines whether actual conflicts of interest exist. To ensure the Theatre operates in accordance with the highest fiduciary standards applicable to non-profit corporations, the Board, the Compensation Committee or another committee appointed by the Chair of the Board of Trustees conduct periodic reviews that include, at a minimum, findings on the following subjects: -Whether the Theatre's compensation arrangements and benefits are the result of arm's-length bargaining and, based on competent survey information, are reasonable. -Whether Theatre's arrangements with third parties are properly recorded, reflect reasonable investment criteria or payments for goods and services, further the Theatre's purposes and do not result in private incurement, impermissible private benefit or an excess benefit transaction under the Code. |
| Form 990, Part VI, Section B, line 15 | The executive and key employee compensation is recommended by the Executive Compensation Committee of the Board of Trustees based upon comparative data collected from a salary survey conducted by the Theatre Communications Group (TCG), a national service organization for the non-profit theater community. The recommendation is then reviewed and approved by the Executive Committee and full board. |
| Form 990, Part VI, Section C, line 19 | The Shakespeare Theatre makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, Line 2c: | The Audit Committee is responsible for the oversight of the audit and the selection of an independent accountant. Both processes have not changed from prior year. |