2016-02-23T09:45:14-06:00 2015-06-30 Baker Tilly Virchow Krause LLP 205 N Michigan Ave 28th Floor Chicago IL 606015927 990 2014-07-01 363467607 Chicago Shakespeare Theater % LINDA ORELLANA CHIC 3125955656 800 East Grand Avenue Chicago IL 60611 LINDA ORELLANA Director of Finance 3125955656 2016-02-11 true Brian Morgan CPA P00534220 3127298000 2014 2016-08-17 19:52:53Z Sheli Z Rosenberg 800 East Grand Avenue Chicago IL 60611 28752799 false X www.chicagoshakes.com X 1986 IL THE CHICAGO SHAKESPEARE THEATER BRINGS TO LIFE THE PLAYS OF WILLIAM SHAKESPEARE AND PRESENTS OTHER GREAT PERFORM -ANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. 61 59 572 2900 15689 -50631 11436391 13836154 7232375 6864418 569495 422551 171404 233424 19409665 21356547 0 0 0 0 8605256 8775546 0 0 865548 6090404 6481147 14695660 15256693 4714005 6099854 31057420 37276233 8810774 9443480 22246646 27832753 THE MISSION OF THE CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS OF WILLIAM SHAKESPEARE AND TO PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. false false 12873598 6864418 Chicago Shakespeare Theater is a global theatrical force, known for vibrant productions that reflect Shakespeare's genius for storytelling, language and empathy for the human condition. Under the leadership of Artistic Director Barbara Gaines and Executive Director Criss Henderson, CST is dedicated to creating extraordinary production of classics, new works and family programming; to unlocking Shakespeare's work for educators and students; and to serving as Chicago's cultural ambassador through its World's Stage Series. CST serves as a partner in literacy to Chicago Public Schools, working alongside English teachers to help struggling readers connect with Shakespeare in the classroom, and bringing his text to life on stage for 40,000 students every year. And each summer, 30,000 families and audience members of all ages welcome the free Chicago Shakespeare in the Parks tour into their neighborhoods across the far north, west and south sides of the city. Reflecting the global city it calls home, CST is the leading producer of international work in Chicago, and has toured its plays abroad to Africa, Asia, Australia, Europe, Canada/North America and the Middle East. CST is proud to take an active role in empowering the next generation of literate, engaged cultural champions and creative minds. The Theater's tradition of excellence and civic leadership has been honored with numerous national and international awards, including the Regional Theatre Tony Award, three Laurence Olivier Awards, and eighty total Joseph Jefferson Awards. CST's work with Chicago Public School students and teachers was recognized by the White House in 2014 with the National Arts and Humanities Youth Program Award. Among its many international engagements, CST participated in the Royal Shakespeare Company's 2006 Complete Works Festival and was selected to represent North America at the Globe to Globe festival as part of London's 2012 Cultural Olympiad. 12873598 true true false false false false false false true true false false false true true true false false false true false false false true false false false false true false false false false false false false false true false false false false false false false false true 91 0 572 true true true false false false false true true false false false false X 61 59 false false false false false false false true true false false true true true true true true true true false IL X X LINDA ORELLANA 3125955619 800 EAST GRAND AVENUE CHICAGO IL 60611 Allan E Bulley III Director 2.0 0.0 X 0 0 0 Anna Livingston Director 2.0 0.0 X 0 0 0 Ava D Youngblood Director 2.0 0.0 X 0 0 0 Barbara Malott Kizziah Director 2.0 0.0 X 0 0 0 Brit J Bartter Director 2.0 0.0 X 0 0 0 C Gary Gerst Director 2.0 0.0 X 0 0 0 Carleton D Pearl Director 2.0 0.0 X 0 0 0 Carole B Segal Director 2.0 0.0 X 0 0 0 Chase Collins Levey Director 2.0 0.0 X 0 0 0 Dennis Olis Director 2.0 0.0 X 0 0 0 Donna Van Eekeren Director 2.0 0.0 X 0 0 0 Edward A Langan Director 2.0 0.0 X 0 0 0 Eileen Sweeney Director 2.0 0.0 X 0 0 0 Eric Q Strickland Treasurer 2.0 0.0 X X 0 0 0 Frank D Ballantine Director 2.0 0.0 X 0 0 0 Gayle R Tilles Director 2.0 0.0 X 0 0 0 Glenn Richter Director 2.0 0.0 X 0 0 0 Harve A Ferrill Director 2.0 0.0 X 0 0 0 Harvey J Struthers Jr Director 2.0 0.0 X 0 0 0 Jack L Karp Director 2.0 0.0 X 0 0 0 Jeanne B Ettelson Director 2.0 0.0 X 0 0 0 John P Keller Director 2.0 0.0 X 0 0 0 John Rau Director 2.0 0.0 X 0 0 0 John W Rowe Director 2.0 0.0 X 0 0 0 Judith Pierpont Director 2.0 0.0 X 0 0 0 Kathleen Kelly Spear Director 2.0 0.0 X 0 0 0 Kathryn J Hayley Director 2.0 0.0 X 0 0 0 M Hill Hammock Director 2.0 0.0 X 0 0 0 Marilynn J Thoma Director 2.0 0.0 X 0 0 0 Mark S Ouweleen Director 2.0 0.0 X 0 0 0 Nazneen Razi Director 2.0 0.0 X 0 0 0 Patrick R Daley Director 2.0 0.0 X 0 0 0 Philip L Engel Director 2.0 0.0 X 0 0 0 Priscilla A Walter Director 2.0 0.0 X 0 0 0 Raymond F McCaskey Director 2.0 0.0 X 0 0 0 Renetta E McCann Director 2.0 0.0 X 0 0 0 Richard A Kent Director 2.0 0.0 X 0 0 0 Richard J Franke Director 2.0 0.0 X 0 0 0 Richard W Porter Director 2.0 0.0 X 0 0 0 Robert G McLennan Director 2.0 0.0 X 0 0 0 Robert Ryan Director 2.0 0.0 X 0 0 0 Sheila G Talton Director 2.0 0.0 X 0 0 0 Sheli Z Rosenberg Chair 2.0 0.0 X X 0 0 0 Sonja H Fischer Director 2.0 0.0 X 0 0 0 Stephanie Pope Director 2.0 0.0 X 0 0 0 Steven J Solomon Director 2.0 0.0 X X 0 0 0 Stewart S Hudnut Director 2.0 0.0 X 0 0 0 Thomas L Brown Director 2.0 0.0 X 0 0 0 William J Tomazin Jr Director 2.0 0.0 X 0 0 0 William L Hood Director 2.0 0.0 X 0 0 0 William R Jentes Director 2.0 0.0 X 0 0 0 Barbara Gaines Artistic Director 40.0 0.0 X 701572 0 59464 Criss Henderson Executive Director 40.0 0.0 X 592224 0 52215 Brian Duwe Director 2.0 0.0 X 0 0 0 Jess E Merten Director 2.0 0.0 X 0 0 0 Patricia Harris Director 2.0 0.0 X 0 0 0 Paulita Pike Director 2.0 0.0 X 0 0 0 Christie B Kelly Director 2.0 0.0 X 0 0 0 Christopher O'Brien Director 2.0 0.0 X 0 0 0 Ingrid Razny Director 2.0 0.0 X 0 0 0 Ray Whitacre Director 2.0 0.0 X 0 0 0 Linda Orellana Director of Finance, Secretary 40.0 0.0 X 120632 0 0 E Brooke Flanagan Dir Institutional Advancement 40.0 0.0 X 199152 0 0 Alida Szabo Dir of Audience Development 40.0 0.0 X 114834 0 0 Marilyn Halperin Dir of Edu. & Communication 40.0 0.0 X 113956 0 0 Richard Boynton Creative Producer 40.0 0.0 X 108279 0 0 1950649 0 111679 7 false true false 0 828913 543750 12463491 1759218 13836154 TICKET SALES 711110 6653012 6653012 TICKET FEES 711110 211406 211406 6864418 386163 386163 0 21306 21306 11342 131465 -120123 0 -120123 -50631 -69492 6893187 6856799 36388 36388 36388 429236 828913 292859 136377 136377 0 228744 115129 113615 113615 ADVERTISING 711110 66320 66320 OTHER INCOME 900099 15929 15929 82249 21356547 6864418 15689 640286 0 0 0 0 1950650 1950650 0 5478689 4064362 758392 655935 57732 57732 709198 593583 73793 41822 579277 495342 40526 43409 0 26209 26209 36333 36333 0 0 0 0 1152989 1152989 29358 12313 17045 0 0 961275 892825 54068 14382 38814 16267 22547 0 33341 24385 8956 73584 73584 0 378113 250403 127710 179082 179082 PRODUCTION 3049071 3049071 EQUIPMENT MAINTENANCE 127365 87357 40008 PRINTING & MATERIALS 40053 40053 OPENING NIGHT 60745 60745 294815 293057 81112 -79354 15256693 12873598 1517547 865548 1078531 1902354 974838 586345 11907142 15142100 41320 120045 0 0 0 0 0 0 0 0 1146971 1197136 11601581 4812816 3861857 6788765 11988382 11438770 0 0 0 0 0 0 58379 100718 31057420 37276233 794611 1402527 0 0 2703550 2854174 4100000 4100000 0 0 0 0 0 0 0 0 1212613 1086779 8810774 9443480 X 18437876 22136580 3808770 5696173 0 0 22246646 27832753 31057420 37276233 6099854 -513747 X false true X true false X 5761173 6832353 13809677 11733143 14265390 52401736 0 0 5761173 6832353 13809677 11733143 14265390 52401736 248763 52152973 320703 265251 280911 292176 407469 1566510 17364 34827 29474 -9428 15689 87926 -95681 -167075 -122333 -126446 -232807 -744342 53311830 34503197 0.97826 0.96572 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8950184 1270018 -145979 250000 9824223 7398912 937762 803510 190000 8950184 4704329 2510312 364271 180000 7398912 4645019 496051 -256741 180000 4704329 2890562 1187796 741661 175000 4645019 1.00000 false false 4483382 3360999 1122383 7118199 1451817 5666382 6788765 0 DEFERRED COMPENSATION 1086779 1086779 X 21251771 -513747 162377 246594 -104776 21356547 21356547 15665664 162377 246594 408971 15256693 15256693 Schedule D, Part V, Line 4: The Theater's Endowment consists of Funds designated by the governing board to function as endowment. Net Assets associated with the fund are classified and reported based on the existence or absence of donor-imposed restrictions. The theater will classify as permanently restricted net assets (A) the original value of any gifts donated to a permanent endowment, (B) The original value of any subsequent gifts to a permanent endowment, and (C) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of any donor-restricted endowment fund that is not classified as permanently restricted net assets will be classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the theater in a manner consistent with the standard of prudence prescribed by UPMIFA. Schedule D, Part X, Line 2: The Theater follows the accounting standards for contingencies in evaluating uncertain tax positions. The guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the Theater for uncertain tax positions as of June 30, 2015 and 2014. The Theater's tax returns are subject to review and examination by federal and state authorities. The tax returns for the current year as well as fiscal years 2012 and thereafter are open to examination by federal and state authorities. Schedule D, Part XI, Line 2d: Rental expenses on Form 990, Part VIII, Line 6b, $131,465, Cost of goods sold on Form 990, Part VIII, Line 10b, $115,129. Schedule D, Part XII, Line 2d: Rental expenses on Form 990, Part VIII, Line 6b, $131,465, Cost of goods sold on Form 990, Part VIII, Line 10b, $115,129. Europe (Including Iceland and Greenland) 14 Program Services Othello:The Remix 23127 East Asia and the Pacific 14 Program Services Othello:The Remix 13523 East Asia and the Pacific 14 Program Services Othello:The Remix 13764 Middle East and North Africa 14 Program Services Othello:The Remix 6800 Middle East and North Africa 14 Program Services Othello:The Remix 9583 70 70 66797 66797 false false false false false false Part I, Line 3, Column (F): Accrual Basis accounting method Amount of Expenditures per region: $23,127 (Europe) $27,287 (East Asia & the Pacific) $16,383 (Middle East and North Africa) GALA 1258149 828913 429236 292859 0 1258149 828913 429236 292859 292859 136377 X X X X X false true false false false false false false false Barbara Gaines Artistic Director 386953 0 0 0 314619 0 40000 0 19464 0 761036 0 290000 290000 Criss Henderson Executive Director 386953 0 0 205271 0 40000 0 12215 0 644439 0 190000 190000 E Brooke Flanagan Dir Institutional Advancement 199152 0 0 0 0 0 0 0 0 0 199152 0 0 0 Part I, Line 4B: Barbara Gaines, $40,000 Criss Henderson, $40,000 Part II, Line 1 and 2: Barbara Gaines and Criss Henderson are currently being taxed on accrued deferred income from the I.R.C. Section 457(b) plan in the amounts of $290,000 and $190,000 respectively. The funds are not currently distributable to Barbara Gaines or Criss Henderson. Chicago Shakespeare Theater had previously reported the annual contributions on Schedule J, Part II, "Retirement and Other Deferred Compensation". Due to the recent pension reform, the amounts of deferred compensation are included in taxable income in fiscal year 2015. X 28 1759218 MARKET VALUE false true false Form 990, Part VI, Section B Line 11b: A copy of Form 990 is sent to the Board of Directors before it is filed. Form 990, Part VI, Section B, Line 12C: All members of the Board of Directors and key employees complete conflict of interest forms annually. These forms are reviewed by the executive committee. Form 990, Part VI, Section B, Line 15B: Compensation for executive officers and key employees is approved by the Executive Committee of the Board of Directors. The Board of Directors has designated this authority to the Executive Committee through the Committee's Charter. The committee utilized various tools to determine appropriate compensation levels, including the Form 990 of Other Organizations, and compensation surveys. Form 990, Part VI, Section B, Line 15b: Barbara Gaines and Criss Henderson are currently being taxed on accrued deferred income from the I.R.C. Section 457(b) plan in the amounts of $290,000 and $190,000 respectively. The funds are not currently distributable to Barbara Gaines or Criss Henderson. Chicago Shakespeare Theater had previously reported the annual contributions on Schedule J, Part II, "Retirement and Other Deferred Compensation". Due to the recent pension reform, the amounts of deferred compensation are included in taxable income in fiscal year 2015. Form 990, Part VI, Section B, Line 19: The organization makes its governing documents, conflict of interest policy, and financial statements available upon request as required by law. Additionally, these documents are available on the Illinois Attorney General's website. Form 990, Part XII, Line 2c: The process for the committee that assumes oversight of the audit and selection of an independent accountant has not changed from the prior year.