2014-12-19T15:32:30-06:00 2014-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2013-07-01 223230841 SPEAKEASY STAGE COMPANY INC SPEA 6174823279 539 TREMONT STREET BOSTON MA 02116 PAUL DAIGNEAULT PRODUCING ARTISTIC DIRECTOR 6174823279 2014-11-19 1 DAVID A DIIULIS P00303577 6174711120 2014-11-07 2013 2015-11-30 17:44:51Z PAUL DAIGNEAULT 539 TREMONT STREET BOSTON MA 02116 1563396 0 X WWW.SPEAKEASYSTAGE.COM X 1992 MA TO CONNECT, INSPIRE, AND CHALLENGE OUR AUDIENCES WITH THE MOST SOCIALLY RELEVANT THEATRICAL PREMIERES FEATURING THE MOST TALENTED ARTISTS IN BOSTON.WE BELIEVE THAT LIVE THEATER MUST BE AN INTIMATE AND ENTERTAINING EXPERIENCE. WE STRIVE TO GO ABOVE AND BEYOND FOR OUR AUDIENCE TO CREATE AN ENVIRONMENT THAT IS PROFESSIONAL, COMFORTABLE, AND FUN.WE FOCUS ON PRODUCING QUALITY THEATRE PERFORMANCES WHILE FOSTERING TEAMWORK AND EFFICIENCY TO ACHIEVE EXCELLENCE.WE TRUST EACH OTHER AND TREAT ALL OF OUR ARTISTS, VOLUNTEERS, AND PATRONS WITH RESPECT, COURTESY, COMPASSION, AND HONESTY. 16 13 53 20 0 0 353087 337132 1238639 1144356 0 0 42188 39922 1633914 1521410 0 0 0 0 575999 622937 0 0 137250 978382 1001208 1554381 1624145 79533 -102735 212395 357917 0 248257 212395 109660 X TO CONNECT, INSPIRE, AND CHALLENGE OUR AUDIENCES WITH THE MOST SOCIALLY RELEVANT THEATRICAL PREMIERES FEATURING THE MOST TALENTED ARTISTS IN BOSTON.WE BELIEVE THAT LIVE THEATER MUST BE AN INTIMATE AND ENTERTAINING EXPERIENCE. WE STRIVE TO GO ABOVE AND BEYOND FOR OUR AUDIENCE TO CREATE AN ENVIRONMENT THAT IS PROFESSIONAL, COMFORTABLE, AND FUN.WE FOCUS ON PRODUCING QUALITY THEATRE PERFORMANCES WHILE FOSTERING TEAMWORK AND EFFICIENCY TO ACHIEVE EXCELLENCE.WE TRUST EACH OTHER AND TREAT ALL OF OUR ARTISTS, VOLUNTEERS, AND PATRONS WITH RESPECT, COURTESY, COMPASSION, AND HONESTY. 0 0 1167156 1144356 THE FOCUS IS ON PRODUCING QUALITY THEATRE PERFORMANCES WHILE FOSTERING TEAMWORK AND EFFICIENCY TO ACHIEVE EXCELLENCE. THIS IS BASED ON THE BELIEF THAT LIVE THEATER MUST BE AN INTIMATE AND ENTERTAINING EXPERIENCE AND THEREFORE GO ABOVE AND BEYOND FOR OUR AUDIENCE TO CREATE AND ENVIRONMENT THAT IS PROFESSIONAL, COMFORTABLE, AND FUN. 1167156 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 67 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X X LESLIE J HOLMQUIST 6174823279 539 TREMONT STREET BOSTON MA 02116 ALEX BAKER CHAIR OF THE BOARD 1.00 X X 0 0 0 PAT COGAN DIRECTOR 1.00 X 0 0 0 PAUL DAIGNEAULT PRODUCING ARTISTIC DIRECTOR 40.00 X 63280 0 0 KERRY DOWLING DIRECTOR 1.00 X 3027 0 0 MARK HADDAD DIRECTOR 1.00 X 0 0 0 MELISSA LANGA DIRECTOR 1.00 X 0 0 0 BARNEY WEINSTEIN DIRECTOR 1.00 X 0 0 0 NANCY ROBERTS DIRECTOR 1.00 X 0 0 0 DAWN SAGLIO SECRETARY 1.00 X X 11614 0 0 KATE MCKONE-SWEET CLERK 1.00 X 0 0 0 CLEA WINNEG DIRECTOR 1.00 X 0 0 0 LORI MCWEENEY DIRECTOR 1.00 X 0 0 0 STEVE ROOT DIRECTOR 1.00 X 0 0 0 SHANUAH BEAMON DIRECTOR 1.00 X 0 0 0 MARK HICKEY DIRECTOR 1.00 X 0 0 0 WILLIAM KORMAN DIRECTOR 1.00 X 0 0 0 77921 0 0 0 0 0 0 0 97628 239504 337132 THEATRE PRODUCTION 711110 1144356 1144356 1144356 80780 97628 41986 38794 38794 OTHER 711110 1128 1128 1128 1521410 1144356 0 39922 77921 58441 19480 418586 199743 119542 99301 80369 41792 22503 16074 46061 23952 12897 9212 20065 20065 91790 52443 39347 8525 8525 62193 62193 171086 157144 13942 49 49 2286 2286 17929 17929 OTHER CONTRACTORS 199262 199262 SET AND PROPS 109739 109739 BOX OFFICE FEES 104164 104164 OTHER PRODUCTION EXPENS 77538 77538 136582 80745 43174 12663 1624145 1167156 319739 137250 147627 277230 17612 5716 21177 24728 12604 6858 6182 5746 19797 44497 212395 357917 0 248257 0 248257 X 158810 93183 53585 16477 212395 109660 212395 357917 -102735 0 X X 0 1 X 1 0 X 277940 281049 278180 353087 337132 1527388 817990 974194 1163997 1238639 1144356 5339176 1095930 1255243 1442177 1591726 1481488 6866564 0 0 0 6866564 89 169 108 366 89 169 108 366 92275 88860 58279 42080 39922 321416 1188294 1344272 1500456 1633914 1521410 7188346 0.95520 0.95950 0.00010 0.00010 X FORM 990, SCHEDULE A, LINE 12 THE AMOUNTS SHOWN REPRESENT FUNDRAISING INCOME, AS WELL AS MISCELLANEOUS EXEMPT INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12604 6858 5746 5746 SECURITY DEPOSITS 26300 DEPOSITS WITH ACTORS FEDERAL CREDIT UNION 18197 44497 X 1563396 41986 41986 1521410 0 1521410 1666131 41986 41986 1624145 0 1624145 PART X, LINE 2: A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. FORM 990, SCHEDULE D, PART X, LINE 2 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE FORM 990, SCHEDULE D, PART X, LINE 2, GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRACTICED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF ACTIVITIES. ANNUAL SPRING GALA 178408 97628 80780 23458 229 18299 178408 97628 80780 23458 229 18299 41986 38794 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER AND FINANCE COMMITTEE REVIEW THE 990 ALONG WITH KEY STAFF MEMBERS FOR ACCURACY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE CHAIRMAN OF THE BOARD OF DIRECTORS THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENTS HOLDINGS, AND OTHER TRANSACTION OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES COMPENSATION EACH YEAR DURING THE BUDGET APPROVAL PROCESS AND BASES COMPENSATION ON PERFORMANCE AND A REVIEW OF SALARIES AT OTHER LOCAL THEATRE COMPANIES. FORM 990, PART VI, SECTION C, LINE 19 THE COMPANY MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE BOARD OF DIRECTORS HAVE ASSUMED RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.