SHAKESPEARE THEATRE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHAKESPEARE THEATRE (EIN 52-1405988)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-12-16
- IRS object ID
- 202543509349300114
- Schema version
- 2024v5.2
- 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 J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-16T08:51:18-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | 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 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521405988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 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 | ANGELA GIERAS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2025473230 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER G LEHMAN | PreparerPersonNm |
| PTIN | P02033500 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA GIERAS | 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 | $21,087,648 | 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 | SHAKESPEARE THEATRE COMPANY CREATES WORLD-CLASS (SEE SCHEDULE O FOR CONTINUATION) | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 480 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,932,549 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,009,990 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,805,620 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,834,462 | CYProgramServiceRevenueAmt |
| PY Investment Income | $328,574 | PYInvestmentIncomeAmt |
| CY Investment Income | $465,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,677,405 | PYOtherRevenueAmt |
| CY Other Revenue | $1,107,636 | CYOtherRevenueAmt |
| PY Total Revenue | $28,744,148 | PYTotalRevenueAmt |
| CY Total Revenue | $20,417,623 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,167 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $89,838 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,859,078 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,929,604 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,588,749 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,939,002 | PYOtherExpensesAmt |
| CY Other Expenses | $13,002,156 | CYOtherExpensesAmt |
| PY Total Expenses | $25,833,247 | PYTotalExpensesAmt |
| CY Total Expenses | $25,021,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,910,901 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,603,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,730,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,453,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,042,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,013,008 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,688,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,440,785 | 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 | $16,004,043 | ExpenseAmt |
| Revenue | $9,531,341 | RevenueAmt |
| Desc | PERFORMING ARTS PROGRAMS: AT STC, A CLASSICAL PLAY IS DEFINED NOT ONLY BY THE CALIBER OF ITS LANGUAGE, BUT BY THE TIMELESSNESS OF THE HUMAN EXPERIENCES AND DILEMMAS IT ADDRESSES AND THE PROFOUND QUESTIONS IT POSES. FAMILY, LOVE, POWER, CORRUPTION, ARE ALL THEMES WITH RELEVANCE TO PEOPLE REGARDLESS OF BACKGROUND, WHICH ARE ESPECIALLY TIMELY IN LIGHT OF CURRENT NATIONAL AND INTERNATIONAL POLITICAL, SOCIAL, AND ECONOMIC CHALLENGES.SINCE ITS FOUNDING IN 1985, STC HAS STAGED MORE THAN 150 PRODUCTIONS, INCLUDING EVERY PLAY IN SHAKESPEARE'S RECOGNIZED CANON, AND REACHED OVER 2.5 MILLION AUDIENCE MEMBERS. STC PRODUCES 6-7 MAINSTAGE PRODUCTIONS ANNUALLY. ARTISTIC DIRECTOR SIMON GODWIN CULTIVATES A SEASON OF NEW AND CLASSIC THEATRE RANGING FROM SHAKESPEARE PLAYS TO NEW REVIVALS AND WORLD PREMIERES, NEW COMMISSIONS, MUSICALS, AND INTERNATIONAL PRESENTATIONS, TELLING VITAL STORIES IN AUDACIOUS, NEW WAYS THAT SPEAK TO A WIDE AUDIENCE.SHAKESPEARE IS OUR MUSE, AND STC'S FRESH TAKES ON WELL-KNOWN PLAYS SOLIDIFIED STC'S REPUTATION AS T "THE NATION'S FOREMOST SHAKESPEARE COMPANY" (THE WALL STREET JOURNAL) (PRODUCING "A REPERTORY OF CLASSICS THAT NO NEW YORK THEATRE OF SIMILAR SIZE AND SCALE CAN MATCH" (THE NEW YORK TIMES). STC HAS ATTRACTED MAJOR RECOGNITION INCLUDING THE 2012 REGIONAL THEATRE TONY AWARD AND 100+ HELEN HAYES AWARDS.THE THEATRE COMMISSIONS ADAPTATIONS OF CLASSIC PLAYS SUCH AS AESCHYLUS'S "THE ORESTEIA" IN 2019, ADAPTED BY ELLEN MCLAUGHLIN AND "PETER PAN AND WENDY," AN ADAPTATION OF J.M. BARRY'S EARLY 20TH C. NOVEL BY AMERICAN PLAYWRIGHT LAUREN GUNDERSON. ARTISTIC DIRECTOR SIMON GODWIN HAS EXPANDED INTO AMERICAN CLASSICS, PRODUCING JAMES BALDWIN'S "THE AMEN CORNER" IN 2020, THE FIRST MAJOR PRODUCTION SINCE ITS 1955 PREMIERE AT HOWARD UNIVERSITY AND THORNTON WILDER'S PULITZER PRIZE WINNING OUR TOWN IN 2022. EQUITY, ACCESSIBILITY AND INCLUSIVITY ARE CORE TO STC'S MISSION. TO MAKE THE THEATRE MORE ACCESSIBLE, STC OFFERS FREE OR DISCOUNTED TICKETS TO STUDENTS, VETERANS, SENIORS, YOUNG PROFESSIONALS, AND OTHER COMMUNITY GROUPS THAT COULD NOT ATTEND OTHERWISE. STC'S COMMUNITY ENGAGEMENT PROGRAMS ARE FREE TO THE PUBLIC AND INCLUDE DISCUSSIONS CURATED BY STC'S STAFF, PODCASTS FEATURING INTERVIEWS WITH ARTISTS AND DIRECTORS FROM CURRENT PRODUCTIONS, PERFORMANCES BY LOCAL ARTISTS AND ART ORGANIZATIONS, WORKSHOPS, AND MORE.OUR TICKET AND SUBSCRIPTION SALES SHOW WE'RE DOING WORK THAT AUDIENCES ARE CLAMORING FOR: BETWEEN FY19 AND FY24, OUR SINGLE TICKET SALES ROSE 194% AND SUBSCRIPTIONS INCREASED BY 122%, BUCKING NATIONAL TRENDS IN THE THEATRE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,275,122 | ExpenseAmt |
| Grant | $89,838 | GrantAmt |
| Revenue | $1,303,121 | RevenueAmt |
| Desc | EDUCATION PROGRAMSSTC'S LEARNING DEPARTMENT HAS PROVIDED ARTS EDUCATION EXPERIENCES TO MORE THAN 100,000 CHILDREN AND ADULTS OVER THE PAST SEVERAL DECADES. THROUGH ACCESSIBLE, HIGH-CALIBER EDUCATION PROGRAMS LED BY PROFESSIONAL TEACHING ARTISTS, STC TOUCHES PEOPLE OF ALL AGES AND BACKGROUNDS, AND THROUGH STC ACADEMY, ITS GRADUATE TRAINING PROGRAM, STC FOSTERS THE NEXT GENERATION OF CLASSICAL ARTISTS. RENAMED STC LEARNING, THE LEARNING TEAM MAINTAINS LONGTIME PARTNERSHIPS WITH ALL DC PUBLIC AND PUBLIC CHARTER SCHOOLS, AS WELL AS NUMEROUS SCHOOLS IN MARYLAND AND VIRGINIA. WORKING WITH LOCAL TEACHERS, STC INTEGRATES COMMON CORE-ALIGNED THEATRE ARTS EDUCATION PROGRAMMING INTO INDIVIDUAL CLASSROOMS. FOLLOWING SUCCESS DURING THE PANDEMIC, STC HAS DEVELOPED INNOVATIVE ONLINE PROGRAMS TO SERVE STUDENTS ACROSS THE COUNTRY. STC OFFERS A VARIETY OF EDUCATIONAL PROGRAMMING. THE LEARNING DEPARTMENT OFFERS THREE LEVELS OF ENGAGEMENT FOR MIDDLE AND HIGH SCHOOL STUDENTS: 1) STUDENT MATINEES, THE LARGEST EDUCATIONAL PROGRAM, BRING STUDENTS FROM THE DC, MARYLAND, AND VIRGINIA TO THE THEATRE FOR AN STC MATINEE AT VERY LOW COST, PROVIDING MANY STUDENTS THEIR FIRST INTRODUCTION TO LIVE THEATRE. PERFORMANCES ARE SUPPLEMENTED BY PRE-SHOW EDUCATIONAL MATERIALS AND POST-SHOW TALKBACKS; 2) WORKSHOPS PROVIDE TEACHING ARTISTS TO LOCAL CLASSROOMS FOR STUDENTS AND TEACHERS STUDYING SHAKESPEARE, USING PERFORMANCE-BASED ACTIVITIES TO PROMOTE ACTIVE LEARNING; AND 3) RESIDENCIES PROVIDE A CLASSROOM WITH 10 TEACHING ARTIST-LED WORKSHOPS, DURING WHICH STUDENTS EXPLORE PLAYS THROUGH A VARIETY OF LENSES INCLUDING SET DESIGN, COSTUMES, CHARACTER DEVELOPMENT, TEXT DISSECTION, AND MORE. STUDENTS THEN CHOOSE ONE OF THESE PLAYS AND CREATE A SCENE BASED ON WHAT THEY'VE LEARNED IN THEIR WORKSHOPS; THE WORK CULMINATES WITH STUDENTS FROM EACH CLASS PERFORMING THEIR SCENE AT A "FESTIVAL DAY" FOR FRIENDS AND FAMILY. STC ALSO OFFERS A VARIETY OF YEAR-ROUND ACTING CLASSES FOR YOUTH AND ADULTS, 10 WEEKS OF CAMP SHAKESPEARE EACH SUMMER FOR AGES 5 18, AND ADULT CLASSES IN ACTING AND PROFESSIONAL DEVELOPMENT FOR BOTH AMATEUR AND PROFESSIONAL ACTORS. REGULAR FREE PROGRAMS INCLUDE DISCUSSIONS AND "ASIDES," STC'S DRAMATURGICAL MAGAZINE PRODUCED FOR EACH PLAY.STC'S COMMUNITY ENGAGEMENT PROGRAMS BUILD CONNECTIONS WITH DC RESIDENTS AND LOCAL ARTISTS. IN PARTNERSHIP WITH HOWARD UNIVERSITY AND THE NATIONAL MUSEUM FOR AFRICAN AMERICAN HISTORY AND CULTURE, ACCESSIBLE PUBLIC PROGRAMMING WAS PROVIDED THROUGH A MONTH-LONG "AMEN BALDWIN! FESTIVAL" TO COMPLEMENT THE FIRST PRODUCTION OF JAMES BALDWIN'S AMEN CORNER SINCE IT PREMIERED AT HOWARD IN THE 1950S. THE FESTIVAL OFFERED A FILM SERIES, PERFORMANCES, EXHIBITIONS, LECTURES, AND MORE. STC REGULARLY PROVIDES DEMONSTRATIONS AND EDUCATIONAL MATERIALS FOR LOCAL FESTIVALS AND OFFERS VOLUNTEER AND APPRENTICE OPPORTUNITIES FOR COLLEGE STUDENTS.IN PARTNERSHIP WITH GEORGE WASHINGTON UNIVERSITY, STC HAS A MASTER OF FINE ARTS DEGREE TO TRAIN THE NEXT GENERATION OF ACTORS. THE ACADEMY FOR CLASSICAL ACTING (ACA) IS FULLY ACCREDITED AND HIGHLY COMPETITIVE. NOW IN ITS 25TH YEAR, THE ACA TYPICALLY ACCEPTS ONLY 18-20 APPLICANTS EACH YEAR TO ENSURE RIGOROUS, INTENSIVE TRAINING. STUDENTS OFTEN SERVE AS UNDERSTUDIES IN MAJOR STC PRODUCTIONS, AND ALUMNI PERFORM IN PROFESSIONAL THEATRE COMPANIES AROUND THE COUNTRY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,279,165 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 480 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 (45 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 |
|---|---|---|---|---|---|---|---|---|
| ANITA ANTENUCCI | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ABBE DAVID LOWELL | ||||||||
| VICE-CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PAESE | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILY LENZNER | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SIMON GODWIN | ||||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | Yes (X) | $364,737 | $0 | $126,098 | ||
| ANGELA GIERAS | ||||||||
| EXECUTIVE DIRECTOR (NEW-PARTIAL YEAR) | 40.00 | Yes (X) | Yes (X) | $95,577 | $0 | $495 | ||
| NICHOLAS W ALLARD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BAHAR | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY D BAUMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BERISS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROHIT BHAYANA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LANDON BUTLER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA DIXON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE ELMENDORF | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARK EPSTEIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE ERKILETIAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE FRANCIS REYNOLDS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT FRISCH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE GILLIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA HARMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANENE JACKSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KAUFMANN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUDHAKAR KESAVAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARAPAT KESSLER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL R KLEIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J KENDALL LOTT | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL MACKINNON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD F MCKAY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN MCMURPHY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHELLE MCMURRAY-HEATH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA A MOSS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARISHMA SHAH PAGE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAME KAREN PIERCE DCMG | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT ROBERTI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY RONDON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M RYAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHONEFIELD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUMEET SHRIVASTAVA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB WILDER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA WILLUMSEN | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $187,440 | $0 | $12,963 | Yes (X) | |||
| NEAL RACIOPPO | ||||||||
| SENIOR DIRECTOR OF MARKETING AND PUBLIC RELATIONS | 40.00 | $138,907 | $0 | $25,488 | Yes (X) | |||
| JAMES ROEMER | ||||||||
| SENIOR DIRECTOR OF ADMINISTRATION | 40.00 | $135,809 | $0 | $14,125 | Yes (X) | |||
| JOANNA BARNHOUSE | ||||||||
| ASSOCIATE DIRECTOR OF DEVELOPMENT | 40.00 | $120,769 | $0 | $10,854 | Yes (X) | |||
| JOSEPH SMELSER | ||||||||
| SENIOR DIRECTOR OF PRODUCTION | 40.00 | $118,048 | $0 | $21,696 | Yes (X) | |||
| SHELAGH GRIMSHAW | ||||||||
| DIRECTOR OF CORPORATE AND GOVERNMENT RELATIONS | 40.00 | $109,754 | $0 | $8,308 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,271,041 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,027 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| UNITED EDUCATIONAL TRAVEL | |||||
| 2470 STEARNS STREET 349 | SIMI VALLEY | CA | 93063 | TOUR PACKAGE SERVICES | $376,008 |
| DUFOUR & PRODUCTIONS LLC | |||||
| 1901 N FORT MYER DR SUITE 502 | ARLINGTON | VA | 22209 | CONSULTING SERVICES | $252,042 |
| GCOM SOFTWARE LLC | |||||
| 9175 GUILFORD RD SUITE 101 | COLUMBIA | MD | 21046 | TECHNOLOGY CONSULTING SERVICES | $248,911 |
| BERKELEY REPERTORY THEATRE | |||||
| 999 HARRISON STREET | BERKELEY | CA | 94704 | ARTISTIC PRODUCTION SERVICES | $237,808 |
| HUNTINGTON THEATER COMPANY | |||||
| 560 HARRISON AVENUE SUITE 504 | BOSTON | MA | 02118 | ARTISTIC PRODUCTION SERVICES | $190,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,143,787 | FundraisingAmt |
| All Other Contributions | $6,866,203 | AllOtherContributionsAmt |
| Total Contributions | $8,009,990 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCTIONS | 711110 | $8,712,480 | $8,712,480 |
| EDUCATIONAL PROGRAMS | 711110 | $1,303,121 | $1,303,121 |
| TOUR INCOME AND BOOKINGS | 711110 | $477,808 | $477,808 |
| CONCESSIONS AND OTHER SALES | 711110 | $341,053 | $341,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,834,462 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,535 | TotalRevenueColumnAmt |
| Exclusion | $465,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,143,787 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $670,025 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$670,025 | TotalRevenueColumnAmt |
| Exclusion | -$670,025 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $1,777,661 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,777,661 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,777,661 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,417,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,612,123 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$204,490 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,838 | TotalAmt |
| Program Services | $89,838 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,042 | TotalAmt |
| Program Services | $1,075,486 | ProgramServicesAmt |
| Management And General | $116,561 | ManagementAndGeneralAmt |
| Fundraising | $78,995 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,506,482 | TotalAmt |
| Program Services | $6,604,937 | ProgramServicesAmt |
| Management And General | $1,010,496 | ManagementAndGeneralAmt |
| Fundraising | $891,049 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,804 | TotalAmt |
| Program Services | $205,636 | ProgramServicesAmt |
| Management And General | $26,918 | ManagementAndGeneralAmt |
| Fundraising | $7,250 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,060 | TotalAmt |
| Program Services | $893,371 | ProgramServicesAmt |
| Management And General | $87,975 | ManagementAndGeneralAmt |
| Fundraising | $94,714 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,216 | TotalAmt |
| Program Services | $660,792 | ProgramServicesAmt |
| Management And General | $94,781 | ManagementAndGeneralAmt |
| Fundraising | $80,643 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,756 | TotalAmt |
| Management And General | $21,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,427 | TotalAmt |
| Management And General | $30,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,480 | TotalAmt |
| Program Services | $1,553,536 | ProgramServicesAmt |
| Management And General | $81,255 | ManagementAndGeneralAmt |
| Fundraising | $810,689 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,484 | TotalAmt |
| Program Services | $667,097 | ProgramServicesAmt |
| Fundraising | $387 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,736 | TotalAmt |
| Program Services | $286,503 | ProgramServicesAmt |
| Management And General | $6,191 | ManagementAndGeneralAmt |
| Fundraising | $42,042 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,291 | TotalAmt |
| Program Services | $554,291 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,585 | TotalAmt |
| Program Services | $470,585 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,679 | TotalAmt |
| Program Services | $2,006,679 | ProgramServicesAmt |
| Fundraising | $35,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,929 | TotalAmt |
| Program Services | $132,228 | ProgramServicesAmt |
| Management And General | $32,275 | ManagementAndGeneralAmt |
| Fundraising | $25,426 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,435 | TotalAmt |
| Program Services | $295,486 | ProgramServicesAmt |
| Management And General | $697,716 | ManagementAndGeneralAmt |
| Fundraising | $45,233 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,508 | TotalAmt |
| Management And General | $1,957,508 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,724 | TotalAmt |
| Management And General | $225,724 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,206,581 | $936,488 | $152,671 | $117,422 |
| PRODUCTION | $846,189 | $845,897 | $292 | |
| LOSS ON ABANDONDED PROJ | $538,885 | $538,885 | ||
| CATERING | $359,922 | $315 | $359,607 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,545 | TotalAmt |
| Management And General | $72,545 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,021,598 | TotalAmt |
| Program Services | $17,279,165 | ProgramServicesAmt |
| Management And General | $5,153,684 | ManagementAndGeneralAmt |
| Fundraising | $2,588,749 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,161,081 | BOYAmt |
| EOY | $746,500 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,617 | BOYAmt |
| EOY | $2,069,254 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,175 | BOYAmt |
| EOY | $166,528 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,044 | BOYAmt |
| EOY | $639,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,659,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,446,471 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,763,946 | BOYAmt |
| EOY | $54,213,499 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,647,243 | BOYAmt |
| EOY | $5,273,076 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,393 | BOYAmt |
| EOY | $2,345,094 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,730,499 | BOYAmt |
| EOY | $65,453,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,620 | BOYAmt |
| EOY | $2,511,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,536,532 | BOYAmt |
| EOY | $3,693,972 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,673,085 | BOYAmt |
| EOY | $10,176,214 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,631,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,042,237 | BOYAmt |
| EOY | $18,013,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,067,799 | BOYAmt |
| EOY | $42,883,346 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,463 | BOYAmt |
| EOY | $4,557,439 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,688,262 | BOYAmt |
| EOY | $47,440,785 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,730,499 | BOYAmt |
| EOY | $65,453,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,603,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $356,498 | 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 | $13,097,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,137,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,499,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,932,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,009,990 | CurrentTaxYearAmt |
| Total | $53,677,922 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,227,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,924,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,897,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,805,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,834,462 | CurrentTaxYearAmt |
| Total | $40,689,482 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,325,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,061,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,396,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,738,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,844,452 | CurrentTaxYearAmt |
| Total | $94,367,404 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,367,404 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $465,535 | CurrentTaxYearAmt |
| Total | $1,520,145 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $465,535 | CurrentTaxYearAmt |
| Total | $1,520,145 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $697,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $899,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,817,876 | CurrentTaxYearMinus1YearAmt |
| Total | $4,570,525 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,645,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,068,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,549,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,884,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,309,987 | CurrentTaxYearAmt |
| Total | $100,458,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93360 | PublicSupportPY509Pct |
| Investment Income CY | 0.01510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01260 | 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) |
|---|---|---|
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,500 | 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 | LOBBYIST ON RETAINER | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,747,586 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $130,953 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,878,539 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,565,958 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $181,628 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,747,586 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,429,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $136,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,565,958 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,689,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$259,686 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,429,494 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,355,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $334,142 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,689,180 | 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 | $62,398,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,378,730 | DepreciationAmt |
| Book Value | $30,020,248 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,834,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,089,225 | DepreciationAmt |
| Book Value | $1,744,995 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,885,256 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,978,516 | DepreciationAmt |
| Book Value | $4,906,740 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,993,479 | OtherCostOrOtherBasisAmt |
| Book Value | $4,993,479 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,213,499 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $553,731 | F |
| INVESTMENT POOL | $1,726,555 | F |
| FIXED INCOME FUNDS | $1,117,755 | F |
| EXCHANGE TRADED FUNDS | $1,875,035 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,273,076 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $1,631,743 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,631,743 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,444,146 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $356,498 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $670,025 | OtherRevenueAmt |
| Revenue Not Reported | $1,026,523 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,417,623 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,417,623 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,691,623 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $670,025 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $670,025 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,021,598 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,021,598 | 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. GAAP PROVIDES 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, 2025, 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, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025 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 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 670,025. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 670,025. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| GALA | |||||||
| 516 8TH STREET | WASHINGTON | DC | 20003 | 0 | $1,000,571 | $0 | $1,000,571 |
| WILL ON THE HILL | |||||||
| 516 8TH STREET | WASHINGTON | DC | 20003 | 0 | $71,566 | $0 | $71,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,072,137 | TotalGrossReceiptsAmt |
| Total Net To Organization | $1,072,137 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,000,571 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,000,571 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $35,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $212,992 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $349,792 | OtherDirectExpensesEvent1Amt |
| Event2 | WILL ON THE HILL | Event2Nm |
| Gross Receipts Event2 | $71,566 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,566 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $16,464 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,013 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,158 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $71,650 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $71,650 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $32,962 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,894 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,143,787 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,143,787 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $35,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $262,418 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,763 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $361,844 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $670,025 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$670,025 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIMON GODWIN | ||||||||||||||
| ARTISTIC DIRECTOR | $364,737 | $0 | $0 | $0 | $0 | $0 | $100,000 | $0 | $26,098 | $0 | $490,835 | $0 | $0 | $0 |
| LAURA WILLUMSEN | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $187,440 | $0 | $0 | $0 | $0 | $0 | $3,744 | $0 | $9,219 | $0 | $200,403 | $0 | $0 | $0 |
| NEAL RACIOPPO | ||||||||||||||
| SENIOR DIRECTOR OF MARKETING AND PUB | $138,907 | $0 | $0 | $0 | $0 | $0 | $4,154 | $0 | $21,334 | $0 | $164,395 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| Bond Issued | 2010-11-30 | BondIssuedDt |
| Issue Price | $10,500,000 | IssuePriceAmt |
| Purpose | REFINANCING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $10,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $26,250 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $17,221 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $10,456,529 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | SHAKESPEARE PRODUCTIONS AND INNOVATIVE CONTEMPORARY WORK, ADDRESSING THE MOST URGENT QUESTIONS WITH SCALE AND AUDACITY. SHAKESPEARE INSPIRES US TO SEE OURSELVES BETTER. A STATUE COMES TO LIFE; A YOUNGEST DAUGHTER BRINGS DOWN A KING; A PRINCE FINDS WISDOM IN THE SKULL OF A FOOL. SHAKESPEARE EVOKES OUR COMMON HUMANITY WITH IMAGES ENGRAVED ON OUR HEARTS. ACROSS TWO STAGESHARMAN HALL AND THE KLEIN THEATREAND IN HUNDREDS OF CLASSROOMS ACROSS THE NATION, STC IS A LEARNING SPACE WHERE DIFFERENT GENERATIONS GATHER, UNIFIED BY A SHARED CURIOSITY ABOUT OUR TIME TOGETHER ON EARTH AND THE POWER OF GREAT STORIES TO MAKE A DIFFERENCE. STC'S MISSION IS GROUNDED IN FOUR PILLARS OF MEANING: THEATRE, SHAKESPEARE, AUDACITY & VITALITY, AND COMMUNITY & EMPATHY. WE TELL STORIES THAT ARE SHAKESPEAREAN IN THE DEEPEST SENSE, EVEN IF (AND ESPECIALLY WHEN) THEY ARE NOT WRITTEN BY OUR HOUSE DRAMATIST. WE CREATE IMPACTFUL WORK ON AND OFF THE STAGE, AIMED AT SHOWCASING THE COMMON THREADS THAT BIND US ALL. STC PRESENTS 5-7 MAJOR PRODUCTIONS ANNUALLY, AND OUR ACADEMY MASTERS' STUDENTS PRESENT 2-4 SMALLER-SCALE PRODUCTIONS OF SHAKESPEARE AND OTHER PLAYWRIGHTS. THE LEARNING DEPARTMENT PROVIDES CLASSES, CAMPS, AND IN-SCHOOL ARTS EDUCATION PROGRAMS, AND OUR ACTIVE COMMUNITY PROGRAMS ENGAGE GROUPS ACROSS THE REGION OF ALL AGES. THROUGH THESE AND OTHER ACTIVITIES STC REACHES APPROXIMATELY 150,000 AUDIENCE MEMBERS AND PARTICIPANTS EACH YEAR. THERE ARE TWO THEATER SPACES, BOTH CONVENIENTLY LOCATED DOWNTOWN. SIDNEY HARMAN HALL WAS OPENED IN 2007, WITH A MAXIMUM CAPACITY OF 761, HARMAN HALL OFFERS FLEXIBLE STAGING FOR VIRTUALLY EVERY KIND OF PERFORMANCE AND STAGE SPECIFICATIONS THAT ARE THE MOST TECHNICALLY ADVANCED IN THE INDUSTRY. THE HARMAN HALL STAGE CAN BE ALTERED TO A THRUST, END STAGE OR PROSCENIUM CONFIGURATION AND BOASTS A FULLY TRAPPED FLOOR. THE THEATRE IS NAMED FOR THE LATE DR. SIDNEY HARMAN, A NOTED PHILANTHROPIST AND LONG-TIME TRUSTEE AND BENEFACTOR OF STC. ADDITIONALLY, THE KLEIN THEATRE OFFERS AN AUDIENCE OF UP TO 437 A CLASSIC PROSCENIUM STAGE, MAKING IT AN INTIMATE SPACE FOR DRAMATIC THEATRE, ENSEMBLE MUSIC, AND DANCE. THE THEATRE IS SET IN A BEAUTIFULLY RESTORED 19TH-CENTURY BUILDING IN THE HEART OF WASHINGTON'S LIVELY ARTS DISTRICT. THE KLEIN IS A JEWELBELOVED BY ITS ESTABLISHED AUDIENCES FOR OVER 30 YEARS. IT IS NAMED FOR MICHAEL R. KLEIN, PAST CHAIRPERSON OF STC. STC HAS PURCHASED A NEW PROPERTY NEAR OUR TWO EXISTING THEATERS. FOLLOWING A RENOVATION, IT WILL SERVE AS OUR NEW ADMINISTRATIVE HEADQUARTERS AND WILL ALSO INCLUDE LARGER REHEARSAL SPACES THAT MIMIC THE FOOTPRINTS OF OUR THEATRES, AN UP-TO-DATE COSTUME SHOP, WELCOMING SPACES FOR OUR LEARNING PROGRAMS. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE SCOTT KAUFMANN IS A PRINCIPLE OF JM ZELL PARTNERS LTD. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 XII, 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMAN CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8TH ST SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKESPEARE THEATER | BusinessNameLine1Txt |
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