2013-02-14T11:42:28-06:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO 6172667900 2013-02-14 1 DAVID J KELLEHER CPA P01059560 5083669100 2013-02-12 2011 2016-03-07 17:11:31Z X MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 13314057 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 42 41 397 560 0 0 18337302 4014243 6021023 6707695 517798 732621 261972 197736 25138095 11652295 0 0 0 0 5642856 6470254 48574 65033 793634 5242021 6188297 10933451 12723584 14204644 -1071289 37124275 36528602 3181764 3934868 33942511 32593734 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT 0 0 10545386 6707708 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 10545386 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 0 1 0 0 0 0 0 0 0 0 0 1 124 0 1 397 1 0 0 0 0 0 1 1 0 0 0 0 X 42 41 0 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 CAROL DEANE 1.50 X X 0 0 0 MITCHELL ROBERTS 1.50 X X 0 0 0 JOSEPH V ROLLER 1.50 X X 0 0 0 CAROL ALKINS 1.50 X 0 0 0 DAVID ALTSHULER 1.50 X 0 0 0 CONSTANCE LEEDS BENNETT 1.50 X 0 0 0 JOHN CINI 1.50 X 0 0 0 J WILLIAM CODINHA 1.50 X 0 0 0 GERARD H COHEN 1.50 X 0 0 0 SHERRYL COHEN 1.50 X 0 0 0 JAMES DILLON 1.50 X 0 0 0 DAVID R EPSTEIN 1.50 X 0 0 0 PETER FIEDLER 1.50 X 0 0 0 DORIS KEARNS GOODWIN 1.50 X 0 0 0 RICHARD GOODWIN 1.50 X 0 0 0 THOMAS HAMILTON 1.50 X 0 0 0 ARTHUR C HODGES 1.50 X 0 0 0 ANN-ELLEN HORNIDGE 1.50 X 0 0 0 CASSANDRA HENDERSON 1.50 X 0 0 0 FREDERICK JAMIESON 1.50 X 0 0 0 BENJAMIN JUAREZ 1.50 X 0 0 0 SUSAN B KAPLAN 1.50 X 0 0 0 MICHELLE KAROL 1.50 X 0 0 0 SETH KAUFMAN 1.50 X 0 0 0 JUDITH A KRUPP 1.50 X 0 0 0 JOIE LEMAITRE 1.50 X 0 0 0 WILLIAM P MCQUILLAN 1.50 X 0 0 0 MELVIN B MILLER 1.50 X 0 0 0 SANDRA MOOSE 1.50 X 0 0 0 COKIE PERRY 1.50 X 0 0 0 JAMES PETOSA 1.50 X 0 0 0 CECELIA RAPPAPORT 1.50 X 0 0 0 ROBERT H SCOTT 1.50 X 0 0 0 DOLA H STEMBERG 1.50 X 0 0 0 J DAVID WIMBERLY 1.50 X 0 0 0 MARY WOLFSON 1.50 X 0 0 0 LINDA WAINTRUP 1.50 X X 0 0 0 BETSY EPSTEIN 1.50 X 0 0 0 DAVID FIRESTONE 1.50 X 0 0 0 CAROL LANGER 1.50 X 0 0 0 LINDA THOMAS 1.50 X 0 0 0 JOHN SPOONER 1.50 X 0 0 0 MICHAEL MASO 40.00 X 215000 0 59125 PETER DUBOIS 40.00 X 190000 0 52250 405000 0 111375 2 0 1 0 EMF INCORPORATED 60 FOUNDRY STREET KEENE NH 03431 IT SUPPORT & CONSULTING 354957 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 252598 NOBLE FORD PRODUCTIONS INC 1 ROBIN CIRCLE WEST NEWBURY MA 01985 ADVERTISING PRINTING 219657 3 601894 74000 3338349 4014243 TICKETS 711110 5931407 5931407 SHOPS AND RENTALS 900099 476288 476288 UNIVERSITY SERVICES 900099 300000 300000 6707695 461998 461998 144833 144833 1754716 1484093 270623 270623 270623 87764 601894 177669 -89905 -89905 CONCESSION 900099 142795 142795 OTHER 900099 13 13 142808 11652295 6707708 0 930344 546375 242250 304125 4688532 3838104 509989 340439 233300 200390 32910 390465 347325 5430 37710 611582 480308 90421 40853 760 760 32200 32200 65033 65033 34349 34349 929312 827601 41719 59992 442519 429388 13131 1122764 1019348 42771 60645 306971 260019 24714 22238 375487 375487 945618 916302 14587 14729 190997 170717 15885 4395 138117 70839 9506 57772 16569 16569 824274 739220 63875 21179 78969 78969 MISCELLANEOUS 412269 382186 18544 11539 EQUIPMENT RENTAL & MAIN 143961 112203 31758 CREDIT CARD FEES 123263 109752 13511 RESERVE ADJUSTMENTS 69898 23947 2352 43599 12723584 10545386 1384564 793634 1170093 1970743 7056578 230994 5751867 5099933 220827 103735 475639 384995 15471756 6272599 9554951 9199157 10762032 15330231 2132288 4208814 37124275 36528602 638742 1088430 2429183 2661093 113839 185345 3181764 3934868 X 8649332 8268849 6353398 5401467 18939781 18923418 33942511 32593734 37124275 36528602 X -1071289 -277488 X X 0 1 1 X 0 X 3110764 4967386 3213957 8337302 4014243 23643652 3110764 4967386 3213957 8337302 4014243 23643652 6709738 16933914 446160 224293 211726 237668 461998 1581845 1134922 569850 144056 140146 142808 2131782 27357279 32388044 0.61900 0.61530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19706075 404784 359000 19751859 8588644 9516816 1953889 353274 19706075 8304136 26087 978535 720114 8588644 10312518 83299 -1426879 664802 8304136 0.96000 0.04000 0 0 11819992 5324678 6495314 541548 366042 175506 3110216 581879 2528337 9199157 MULTI ASSET FUND 4208814 F 4208814 CAPITAL LEASE OBLIGATION 185345 185345 11652295 12723584 -1071289 -277488 -277488 -1348777 12807672 -277488 1497046 1219558 11588114 34349 29832 64181 11652295 14156449 1497046 1497046 12659403 34349 29832 64181 12723584 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HUNTINGTON FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE HUNTINGTON TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES, ACCORDINGLY. AS OF JUNE 30, 2012, THE HUNTINGTON DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PAST THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE HUNTINGTON DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. 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 173605 65033 108572 173605 65033 108572 MA SPOTLIGHT SPECTACULAR 689658 601894 87764 177669 689658 601894 87764 177669 177669 -89905 X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO 215000 0 0 0 0 0 0 0 59125 0 274125 0 0 0 PETER DUBOIS 190000 0 0 0 0 0 0 0 52250 0 242250 0 0 0 X 12 88394 FAIR MARKET VALUE 0 0 0 ORGANIZATION'S MISSION FORM 990 PART III, LINE 1 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. PROGRAM DESCRIPTIONS FORM 990 PART III, LINE 4A THE HUNTINGTON IS A CHAMPION OF NEW WORK, HAVING PRODUCED MORE THAN 100 NEW ENGLAND, AMERICAN, OR WORLD PREMIERES IN ITS 30-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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -277,488. 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. AMENDED RETURN AN AMENDED RETURN WAS FILED CORRECTING THE COMPENSATION REPORTED ON SCHEDULE J TO REFLECT THE ACCURATE BREAKDOWN OF COMPENSATION IN SECTION B FOR CALENDAR 2011. THERE WAS NO CHANGE IN TOTAL COMPENSATION REPORTED.