2012-06-15T10:24:17-05:00 2011-07-31 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2010-08-01 521405988 Shakespeare Theatre SHAK 2025473230 516 8th Street SE Washington DC 200032834 Chris Jennings 2025473230 2012-06-15 1 James E Marshall Jr 4105840060 2012-06-15 2010 2016-02-24 21:20:13Z Chris Jennings 516 8th Street SE Washington DC 200032834 18141012 0 X www.shakespearetheatre.org X 1985 DC The Shakespeare Theatre is a leading force in presenting and preserving the highest quality classical theatre. The theatre's core mission is to present classic theatre of scope and size in an imaginative, skillful and accessible American style that honors the language and intentions of playwrights while viewing their plays through a 21st century lens. 38 36 573 1050 359125 -126766 5849386 6363155 10256404 10499877 83509 121307 963903 709878 17153202 17694217 166610 196189 0 0 9580590 10265883 0 0 1391063 10700017 10768412 20447217 21230484 -3294015 -3536267 85226532 81836198 28094817 17008220 57131715 64827978 X The Shakespeare Theatre is a leading force in presenting and preserving the highest quality classical theatre. The theatre's core mission is to present classic theatre of scope and size in an imaginative, skillful and accessible American style that honors the language and intentions of playwrights while viewing their plays through a 21st century lens. 0 0 16830647 9449889 PERFORMING ARTS PROGRAMS - The Shakespeare Theatre Company (STC) believes that a classical play is defined not only by its poetic language or its influential playwright, but also by the timelessness of the themes and questions that it poses to its audience. Part of STC's mission is to make classical theatre accessible to audiences, helping them view the stories through a 21st-century lens. The universal themes of family, love, patriotism and leadership, depicted in STC's mainstage offerings, are relatable by all people and particularly relevant to Washington, D.C.'s contemporary audiences, in light of the countrys (and the world's) political, social and economic realities. Shakespeare Theatre Company is especially equipped to provide this programming to the D.C. region as the only major theatre in this D.C. metropolitan area devoted to producing a classic repertoire. From ancient Greece to 20th-Century America, Shakespeare Theatre Company annually produces six classical plays-both famous and rarely performed works-that reveal the human dilemma and are accessible to contemporary audiences. Over the past 25 years, Shakespeare Theatre Company has performed 150 productions-including every play in Shakespeare's canonfor more than 2.5 million audience members. The Shakespeare Theatre Company seeks to bring the best of performing arts to D.C. audiences by making its two facilities (774-seat Sidney Harman Hall and 451-seat Lansburgh Theatre) available to a broad spectrum of local, national and international arts companies. During the 2010-2011 Season, the Theatre launched the "STC Presents"series. A great success, the series was included again with the 2011-2012 Season and is being planned for the upcoming 2012-2013 Season. Through the Harman Center for the Arts, STC provides mid-sized theatre space, in downtown D.C., to national tours, local dance festivals and many others. STC is deeply committed to its hometown of Washington, D.C. and has proudly served as a catalyst for revitalization in the Barracks Row/Eastern Market area and the historic Penn Quarter of downtown Washington. Continued collaboration with other major arts and cultural organizations further establishes Shakespeare Theatre Company as a major cultural destination and community resource.Each year, Shakespeare Theatre Company launches its season with the annual Free For All. Since 1991, this signature outreach program has presented free, full-scale classical theatre productions to over 630,000 D.C. area residents. The Free For All is the most successful community outreach program in STC's 25-year history. The program provides new and diverse audiences, especially those who might otherwise be financially unable, with the opportunity to experience classical theatre, for free. The Shakespeare Theatre Company develops a Play Guide to accompany the production and distributes it to children attending the event. STC's Education Department also provides a Students for Shakespeare reserved ticket program, for student groups attending the Free For All. 1870072 196189 1049988 EDUCATIONAL PROGRAMS - The Shakespeare Theatre Company's Education Department strives to make Shakespeare and classical theatre exciting both on the stage and off. The Department annually provides close to 20,000 children and adults with arts education experiences through its roster of 26 comprehensive school, community engagement, training and audience enrichment programs. Text Alive!, an in-school arts enrichment program, supports Common Core State Standards for English and Theatre. A collaboration between students, classroom teachers and STC teaching artists, Text Alive! explores a Shakespeare play and culminates in a performance of his work on one of the Theatres two stages. Participation in Text Alive! is free of charge. Both Text Alive! and SHAKESPEARIENCE Student Matinees are committed to serving local underserved children. SHAKESPEARIENCE provides subsidized tickets on a sliding scale for local classrooms. The program also supplies pre-show in-school workshops and study guides. STC's Internship and Fellowship programs are highly competitive among recent college graduates who use the program to gain real world professional arts administration and artistic experiences. Creative Conversations, a mainstay of STC's audience enrichment programs, provides a rotation of four free discussion programs designed to enhance the productions playing on-stage. Happenings at the Harman, STC's free performance series, connects patrons who live and work in the Penn Quarter neighborhood with local performing artists. This program is held on Wednesdays from noon to 1 p.m. in The Forum at Sidney Harman Hall. Patrons are encouraged to bring their lunch to the one hour performances. Each year, STC creates relevant resource materials to accompany the Season's productions, including the First Folio Teacher and Student Resource Guide and The Guide to the Seasons Plays. Finally, the Theatre also provides professional development seminars for adults and a summer camp for children. Since 2000, Shakespeare Theatre Company, in conjunction with The George Washington University, has offered a Master of Fine Arts degree, to help develop the next generation of actors for classical theatre. Training no more than 16 actors each year, the Academy for Classical Acting's one-year, fully accredited intensive graduate program focuses on the specific craft of performing Shakespeare and other classical texts and is therefore an alternative to most traditional MFA acting programs. Alumni from this program go on to perform classic theatre with reputable professional theatre companies from around the country. 18700719 1 1 0 1 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 186 0 573 1 1 1 0 0 0 0 0 0 0 X 38 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X The Shakespeare Theatre 2025473230 516 8th Street SE Washington DC 200032834 Michael Kahn 40.00 X X 337457 0 18533 Chris Jennings 40.00 X X 163276 0 4245 Michael R Klein 2.00 X X 0 0 0 Robert E Falb 2.00 X X 0 0 0 Pauline Schneider 2.00 X X 0 0 0 John Hill 2.00 X X 0 0 0 Nicholas W Allard 1.00 X 0 0 0 Ashley Allen 1.00 X 0 0 0 Stephen E Allis 1.00 X 0 0 0 Anita Antenucci 1.00 X 0 0 0 Kathy Bailey 1.00 X 0 0 0 Jeffrey D Bauman 1.00 X 0 0 0 Afsaneh Beschloss 1.00 X 0 0 0 Landon Butler 1.00 X 0 0 0 Dr Paul Carter 1.00 X 0 0 0 Ralph P Davidson 1.00 X 0 0 0 Dr Mark Epstein 1.00 X 0 0 0 Steven B Epstein 1.00 X 0 0 0 James A Feldman 1.00 X 0 0 0 Peter Finn 1.00 X 0 0 0 Andrew C Florance 1.00 X 0 0 0 Miles Gilburne 1.00 X 0 0 0 Kingdon Gould III 1.00 X 0 0 0 Barbara Harman 1.00 X 0 0 0 John Hauge 1.00 X 0 0 0 Stephen A Hopkins 1.00 X 0 0 0 Lawrence A Hough 1.00 X 0 0 0 W Mike House 1.00 X 0 0 0 Jeffrey M Kaplan 1.00 X 0 0 0 Scott Kaufmann 1.00 X 0 0 0 Abbe D Lowell 1.00 X 0 0 0 Kathleen Matthews 1.00 X 0 0 0 Eleanor Merrill 1.00 X 0 0 0 Howard Milstein 1.00 X 0 0 0 Mekissa A Moss 1.00 X 0 0 0 Robert S Osborne 1.00 X 0 0 0 Dr Harris Pastides 1.00 X 0 0 0 Stephen M Ryan 1.00 X 0 0 0 Lady Sheinwald 1.00 X 0 0 0 Chris Simmons 1.00 X 0 0 0 Dr Stanton Stone 1.00 X 0 0 0 George Stamas 1.00 X 0 0 0 Suzanne S Youngkin 1.00 X 0 0 0 Ed Zakreski 40.00 X 182093 0 1245 Charles Darby Lunceford 40.00 X 98939 0 7117 James Roemer 40.00 X 101307 0 4446 784133 0 28469 4 0 1 0 610-620 F Street Condominium 620 F Street NW Washington DC 20004 Management of Harman Center of the Arts 156077 1 1099440 338518 4925197 265945 6363155 Productions 711110 8521082 8521082 Educational Programs 711110 943093 943093 Concessions and Other 711110 799845 466967 332878 Tour Income and Bookin 711110 235857 209610 26247 10499877 121307 121307 0 1099440 446795 -446795 -446795 Other Income 711110 1156673 1156673 1156673 17694217 10140752 359125 831185 196189 196189 713000 591790 57040 64170 7793780 6444615 621027 728138 1007183 916482 49746 40955 751920 612577 79158 60185 18783 694 7758 10331 33795 33795 4051 4051 871868 655155 1275 215438 1069915 997473 7706 64736 670066 572303 63785 33978 67485 67485 553300 553300 2419675 2413536 6139 336011 247495 34532 53984 427119 352313 74806 2357172 2357172 104023 104023 Production 1746387 1719939 26448 Miscellaneous 88762 2201 86561 21230484 18700719 1138702 1391063 979875 790968 22111 281888 2920921 2029127 444507 219719 2324921 1325554 85567013 12757497 74696981 72809516 3745968 4290423 91248 89003 85226532 81836198 382415 783565 4185489 4122408 23125791 11807540 401122 294707 28094817 17008220 X 54643421 62742257 602232 199659 1886062 1886062 57131715 64827978 85226532 81836198 X -3536267 11232530 X X 0 1 1 X 0 X 18696118 14628820 7478160 5849386 6363155 53015639 8176400 10368522 9868428 10256404 10499877 49169631 26872518 24997342 17346588 16105790 16863032 102185270 947570 1073025 2020595 0 947570 1073025 2020595 100164675 683975 274495 96373 111625 121307 1287775 683975 274495 96373 111625 121307 1287775 230789 216796 711061 963903 1156673 3279222 27787282 25488633 18154022 17181318 18141012 106752267 0.93830 0.96030 0.01210 0.01200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 12350 12350 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: Provide information as to funding availability from various sources, represent the interest of the organization with respect to obtaining such funding, and provide such further assistance as may be directed or requested. 1414791 260038 75552 1599277 1342822 156249 84280 1414791 1775521 -340642 -92057 1342822 1.00000 0 0 12548037 12548037 65805220 10069655 55735565 1186495 758904 427591 6027261 1928938 4098323 72809516 Mutual Funds 2074740 F Investment Pool 1855173 F Common Stock 360510 F 4290423 Capital Lease Payable 220858 Other Liabilities 73849 294707 17694217 21230484 -3536267 534574 10697956 11232530 7696263 31603667 534574 410015 12964861 13909450 17694217 0 17694217 23907404 410015 2266905 2676920 21230484 0 21230484 Description of Intended Use of Endowment Funds: Part V, Line 4: The Theatre's endowment consists of one fund established for support of the performing arts. Part XI, Line 8 - Other Adjustments: Gain on Forgiveness of Debt 12,518,066. Provision for Doubtful Pledges -119,593. Deferred Financing Costs -1,700,517. Part XII, Line 2d - Other Adjustments: Gain on Forgiveness of Debt 12,518,066. Fundaising expense 446,795. Part XIII, Line 2d - Other Adjustments: Provision for Doubtful Pledges 119,593. Deferred Financing Costs 1,700,517. Fundraising expense 446,795. Will-on the Hill 375920 375920 3558 44010 16433 Annual Harman Gala 723520 723520 125275 90240 59807 107472 1099440 1099440 128833 134250 59807 123905 446795 -446795 0 Stipends 107 194650 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Stipends for Teaching Artists and Intern Program are managed by the Education Department staff with oversight from the Director of Administration and his staff as part of monthly financial management reviews. X X X 0 0 0 0 0 0 0 0 0 Michael Kahn 337457 0 0 0 0 0 14000 0 4533 0 355990 0 0 0 Chris Jennings 163276 0 0 0 0 0 0 0 4245 0 167521 0 0 0 Ed Zakreski 182093 0 0 0 0 0 0 0 1245 0 183338 0 0 0 Scott Kaufmann Member of the Board of Trustees 73500 Advisory service 0 Scott Kaufmann is an owner of the company J.M. Zell and Associates to which Shakespeare Theatre paid advisory service fees of $73,500 during fiscal year of 2011. X Food & Beverage 8 265945 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 534,574. Gain on Forgiveness of Debt 12,518,066. Provision for Doubtful Pledges -119,593. Deferred Financing Costs -1,700,517. Total to Form 990, Part XI, Line 5: 11,232,530. Form 990, Part XI, 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.