2017-06-15T12:06:55-05:00 2016-07-31 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2015-08-01 521405988 Shakespeare Theatre SHAK 2025473230 516 8th Street Washington DC 200032834 Chris Jennings Executive Director 2025473230 2017-06-15 1 Sheila Eichelberger P00743897 4105840060 2017-06-15 2015 2021-01-29 14:40:06Z Chris Jennings 516 8th Street Washington DC 200032834 19578094 0 X www.shakespearetheatre.org X 1985 DC 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. 41 40 625 1500 340906 -10451 10399469 7501092 8884009 9236911 69275 198386 623983 2290430 19976736 19226819 115618 131635 0 0 10622129 10403114 0 0 1697079 9524752 10733000 20262499 21267749 -285763 -2040930 77809136 74656141 24955579 23944163 52853557 50711978 X 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. 0 0 16294025 8360993 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. 1298226 131635 875918 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. 17592251 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 225 0 625 1 1 1 0 0 0 0 1 1 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X The Shakespeare Theatre 2025473230 516 8th Street Washington DC 200032834 Michael Kahn Artistic Director 40.00 X X 308813 0 32113 Chris Jennings Executive Director (Ex Officio) 40.00 X X 216523 0 16440 Michael R Klein Chairman 8.00 X X 0 0 0 Robert E Falb Vice Chairman 8.00 X X 0 0 0 Pauline Schneider Secretary 3.00 X X 0 0 0 John Hill Treasurer 3.00 X X 0 0 0 Nicholas W Allard Trustee 1.00 X 0 0 0 Ashley Allen Trustee 1.00 X 0 0 0 Stephen E Allis Trustee 1.00 X 0 0 0 Anita Antenucci Trustee 1.00 X 0 0 0 Jeffrey D Bauman Trustee 1.00 X 0 0 0 Michael Beriss Trustee 1.00 X 0 0 0 Landon Butler Trustee 1.00 X 0 0 0 Dr Paul Carter Trustee 1.00 X 0 0 0 Peter Cherukuri Trustee 1.00 X 0 0 0 Gloria Dittus Trustee 1.00 X 0 0 0 Debbie Driesman Trustee 1.00 X 0 0 0 Dr Mark Epstein Trustee 1.00 X 0 0 0 Stephanie Erkiletian Trustee 1.00 X 0 0 0 Dr Natwar Gandhi Trustee 1.00 X 0 0 0 Barbara Harman PhD Trustee 1.00 X 0 0 0 Stephen A Hopkins Trustee 1.00 X 0 0 0 Lawrence A Hough Trustee 1.00 X 0 0 0 W Mike House Trustee 1.00 X 0 0 0 Jerry J Jasinowski Trustee 1.00 X 0 0 0 Norman D Jemal Trustee 1.00 X 0 0 0 Scott Kaufmann Trustee 1.00 X 0 0 0 Sudhakar Kesavan Trustee 1.00 X 0 0 0 Kevin Kolevar Trustee 1.00 X 0 0 0 Abbe D Lowell Trustee 1.00 X 0 0 0 Gail MacKinnon Trustee 1.00 X 0 0 0 Bernard F McKay Trustee 1.00 X 0 0 0 Melissa A Moss Trustee 1.00 X 0 0 0 Stephen M Ryan Trustee 1.00 X 0 0 0 Jonathan Sherman Trustee 1.00 X 0 0 0 George Stamas Trustee 1.00 X 0 0 0 James Stone Trustee 1.00 X 0 0 0 Karen Wawrzaszek Trustee 1.00 X 0 0 0 Michele E Williams Trustee 1.00 X 0 0 0 Rob Wilder Trustee 1.00 X 0 0 0 Tom Woteki Trustee 1.00 X 0 0 0 Suzanne Schulze Youngkin Trustee 1.00 X 0 0 0 Edward Zakreski Chief Development Officer 40.00 X 185132 0 13750 Michael Porto Chief Marketing officer 40.00 X 128393 0 7916 Amy Gardner Senior Associate Director of Development 40.00 X 112779 0 16645 James W Roemer Director of Administration 40.00 X 104990 0 8323 1056630 0 95187 6 0 1 0 BridgeStreet Worldwide Inc 14657 Collections Center Drive Chicago IL 60693 Actor/Artist Housing 706772 STARVOX Touring C/O STARVOX Booking 27 Kendall Ave Maplewood NJ 07040 Performance Fees 595283 National Theatre of Scotland Civic House 26 Civic Street Glasgow Scotland UK G4 9RH Royalties and Fees 283283 TAMS WITMARK MUSIC LIBRARY 560 Lexington Ave New York NY 10022 Royalties 247426 Fellowship for the Performing Arts 1674 Broadway Suite 300 New York NY 10019 Performance Fees 239357 5 1203465 210384 6087243 7501092 Productions 711110 6888717 6888717 Tour Income and Bookings 711110 1119058 815506 303552 Educational Programs 711110 875918 875918 Concessions and Other Sales 711110 353218 350072 3146 9236911 198386 198386 51099 0 51099 51099 51099 0 1203465 351275 -351275 -351275 Other Income 711110 2590606 1788477 34208 767921 2590606 19226819 10718690 340906 666131 131635 131635 8373856 6925928 696369 751559 215786 182449 22366 10971 1090063 963925 50611 75527 723409 618649 49190 55570 10620 10620 36250 36250 1818462 1755497 62965 519080 518980 100 522864 227246 295618 273084 273084 2056560 2046560 10000 297246 259520 37726 655648 655648 2050513 2050513 132920 132920 Miscellaneous 1299863 1065591 97199 137073 Production 780062 780062 Catering 259970 259970 Provision for doubtful 19858 19858 21267749 17592251 1978419 1697079 1231989 816779 24343 23281 5050482 4241796 422632 278000 916727 759514 86461758 22766163 65378163 63695595 4290856 3987602 493944 853574 77809136 74656141 2574545 2164108 4891862 5398732 3310000 3310000 13838745 12883129 340427 188194 24955579 23944163 X 49114642 46740218 1852853 2085698 1886062 1886062 52853557 50711978 77809136 74656141 -2040930 -100649 0 X X 0 1 X 1 0 X 11577380 6908773 5773307 10342415 7501092 42102967 9941020 8672830 10204883 8970757 9236911 47026401 21518400 15581603 15978190 19313172 16738003 89129368 2294969 752739 962339 1475983 5486030 0 2294969 752739 962339 1475983 5486030 83643338 96557 368140 212689 234302 249485 1161173 96557 368140 212689 234302 249485 1161173 1002768 867571 1048233 954938 2590606 6464116 22617725 16817314 17239112 20502412 19578094 96754657 0.86450 0.86760 0.01200 0.01080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 11930 11930 0 Part II-B, Line 1: 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. 1662138 -40402 81376 1540360 1697901 46756 -82519 1662138 1504409 267720 74228 1697901 1422289 158201 76081 1504409 1599277 -28694 148294 1422289 1.00000 0 0 12548037 12548037 66367928 16314220 50053708 1198157 1198157 0 6347636 5253786 1093850 63695595 Mutual Funds 145031 F Investment Pool 1478440 F Common Stock 887480 F Fixed Income Funds 786215 F Exchange Traded Funds 690436 F 3987602 Capital Lease Payable 193039 Gift Annuity Payment Liability -4845 188194 X 20001811 -100649 524366 423717 19578094 -351275 -351275 19226819 22143390 524366 351275 875641 21267749 0 21267749 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. Annual Harman Gala 665060 665060 37574 78901 36411 135554 Will-On the Hill 517000 517000 167 35427 2302 12358 1 21405 21405 6353 850 5378 1203465 1203465 37741 120681 39563 153290 351275 -351275 1 Stipends 107635 Scholarships 24000 Part I, Line 2: 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. X X X 0 0 0 0 0 0 0 0 0 Michael Kahn Artistic Director 308813 0 0 0 0 0 21476 0 10637 0 340926 0 0 0 Chris Jennings Executive Director (Ex Officio) 216523 0 0 0 0 0 10642 0 5798 0 232963 0 0 0 Edward Zakreski Chief Development Officer 185132 0 0 0 0 0 4174 0 9576 0 198882 0 0 0 Michael R Klein Member of the Board of Trustees Working Capital X 3310000 3310000 0 1 1 3310000 X 15 340302 Fair Market Value 0 1 0 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.