2016-02-10T07:46:56-06:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO MANAGING DIRECTOR 6172667900 2016-02-09 1 DAVID J KELLEHER CPA P01059560 5083669100 2016-02-08 2014 2016-04-25 22:37:26Z MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 13398212 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 46 44 412 575 0 0 4279333 4250677 7713216 7026980 1707194 887699 54687 4655 13754430 12170011 0 0 0 0 7391058 7144272 47775 44785 1343078 6702865 5994658 14141698 13183715 -387268 -1013704 39912931 38754941 4168251 4281592 35744680 34473349 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT 0 0 10342519 7026980 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 10342519 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 1 153 0 1 412 1 0 0 0 0 0 1 1 0 0 0 0 X 46 44 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X 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 DAVID R EPSTEIN TRUSTEE 1.50 X 0 0 0 BETSY BANKS 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 BENJAMIN JUAREZ ECHENIQUE 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 JOSEPH V ROLLER TREASURER 1.50 X X 0 0 0 MITCHELL ROBERTS PRESIDENT 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 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 257500 0 75940 PETER DUBOIS ARTISTIC DIRECTOR 40.00 X 232500 0 68565 DAVID DALENA SENIOR DIRECTOR OF EXTERNAL RELATIONS 40.00 X 148034 0 37008 SONDRA KATZ GENERAL MANAGER 40.00 X 114200 0 33689 752234 0 215202 4 0 1 0 SDA TECHNOLOGIES 5757 WEST CERNTRY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 220833 ADAGE TECHNOLOGIES 109 S RIVERSIDE PLAZA CHICAGO IL 60606 IT DESIGN AND WEBSITE DEVELOPMENT 153456 2 1209945 92000 2948732 4250677 TICKETS 711110 6170409 6170409 SHOPS AND RENTALS 900099 656571 656571 UNIVERSITY SERVICES 900099 200000 200000 7026980 333598 333598 9488 9488 1533458 979357 554101 554101 554101 71162 1209945 248844 -177682 -177682 CONCESSION 900099 172849 172849 172849 12170011 7026980 0 892354 733310 348716 384594 5333831 4139735 578678 615418 95700 71488 14259 9953 639690 481766 78398 79526 341741 259305 35357 47079 721 721 32200 32200 44785 44785 5414 5414 1098222 990386 19831 88005 371471 371471 436859 368446 27437 40976 260978 219430 12637 28911 327128 327128 1049826 970667 52837 26322 210675 186154 18768 5753 119568 61384 9046 49138 6447 6447 858117 739693 76664 41760 88498 88498 MATERIALS 494675 467234 18526 8915 MISCELLANEOUS 377763 132568 245195 CREDIT CARD FEES 133894 113887 8665 11342 EQUIPMENT RENTAL & MAIN 122202 93061 29141 13183715 10342519 1498118 1343078 592404 1228405 3799729 3820899 2563305 1673162 110577 55463 400318 385689 16426551 8832100 8173698 7594451 13605387 14112704 10667513 9884168 39912931 38754941 1006249 1086564 2959962 3091805 202040 103223 4168251 4281592 X 7614972 7244165 9131254 8229480 18998454 18999704 35744680 34473349 39912931 38754941 -1013704 -257627 0 X X 0 1 X 1 0 X 18337302 4014243 4128862 4279333 4250677 35010417 18337302 4014243 4128862 4279333 4250677 35010417 5174256 29836161 418732 606831 513502 373609 343086 2255760 80908 52903 27396 -16089 244011 389129 37655306 34724999 0.79230 0.79470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24533631 1250 624658 1016075 24143464 21798207 75036 3626886 966498 24533631 19751496 2942916 896205 21798207 19706075 404421 359000 19751496 8588644 9516816 1953889 353274 19706075 0.78700 0.21300 0 0 11819992 6923750 4896242 554139 450189 103950 4052420 1458161 2594259 7594451 TIFF FUND 9884168 F 9884168 CAPITAL LEASE OBLIGATION 103223 103223 X 13362178 -257627 1504498 1246871 12115307 5414 49290 54704 12170011 14633509 1504498 1504498 13129011 5414 49290 54704 13183715 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 ACCOUNTING STANDARDS CODIFICATION 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, 2015. 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 - $28,435 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $20,855 PART XII, LINE 4B - OTHER ADJUSTMENTS: HALL COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $28,435 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $20,855 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 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 90025 44786 45239 90025 44786 45239 MA SPOTLIGHT SPECTACULAR 1281107 1209945 71162 10200 47500 191144 1281107 1209945 71162 10200 47500 191144 248844 -177682 X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO MANAGING DIRECTOR 257500 0 0 0 0 0 0 0 75940 0 333440 0 0 0 PETER DUBOIS ARTISTIC DIRECTOR 232500 0 0 0 0 0 0 0 68565 0 301065 0 0 0 DAVID DALENA SENIOR DIRECTOR OF EXTERNAL RELATION 148034 0 0 0 0 0 0 0 37008 0 185042 0 0 0 NEAL BALKOWITSCH TRUSTEE 120400 NEAL BALKOWITSCH IS A PRINCIPAL OF MAX ULTIMATE FOODS WHICH THE HUNTINGTON USES FOR VARIOUS CATERING NEEDS, INCLUDING THE ANNUAL GALA. 0 JOHN CINI TRUSTEE 133609 JOHN CINI IS THE PRESIDENT OF HIGH OUTPUT, INC. A COMPANY THAT DOES PRODUCTION WORK FOR THE HUNTINGTON. 0 FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE HUNTINGTON THEATRE COMPANY IS BOSTON'S LEADING PROFESSIONAL THEATRE. UNDER THE DIRECTION OF ARTISTIC DIRECTOR PETER DUBOIS AND MANAGING DIRECTOR MICHAEL MASO AND IN RESIDENCE AT BOSTON UNIVERSITY, THE HUNTINGTON BRINGS TOGETHER WORLD-CLASS THEATRE ARTISTS FROM BOSTON AND BROADWAY AND BEYOND AND THE MOST PROMISING NEW TALENT TO CREATE ECLECTIC SEASONS OF EXCITING NEW WORKS AND CLASSICS MADE CURRENT. 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 33-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 AND JOHN CINI, TRUSTEES OF THE HUNTINGTON, HAVE RELATED PARTY TRANSACTION WITH THE HUNTINGTON AS DISCLOSED IN SCHEDULE L. THEREFORE, THEY ARE NOT CONSIDERED INDEPENDENT TRUSTEES. 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 A, LINE 7B THE EXECUTIVE COMMITTEE IS AUTHORIZED TO MAKE GOVERNANCE DECISIONS IN PLACE OF THE BOARD OF TRUSTEES 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 WHEN THE ARTISTIC DIRECTOR WAS HIRED, THE EXECUTIVE SEARCH CONSULTANT PROVIDED COMPARATIVE DATA FOR USE IN ESTABLISHING THE COMPENSATION 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: HUNTINGTON THEATRE COMPANY HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDITED FINANCIAL STATEMENTS, AND THE SELECTION OF THE INDEPENDENT AUDITORS.