FINANCE DIRECTOR

2012-12-11T12:36:03-06:00 2011-06-30 Baker Tilly Virchow Krause LLP 205 N Michigan Ave 28th Floor Chicago IL 606015927 990 2010-07-01 363467607 Chicago Shakespeare Theater CHIC 3125955656 800 East Grand Avenue Chicago IL 60611 LINDA ORELLANA FINANCE DIRECTOR 2012-02-11 Judith H Meguire CPA 3127298000 2010 2016-02-24 21:20:13Z Raymond McCaskey 800 East Grand Avenue Chicago IL 60611 13173738 false X www.chicagoshakes.com X 1986 IL The mission of the Chicago Shakespeare Theater is to bring to life the plays of William Shakespeare and to present other great performances for audiences from all walks of life and from around the globe. 58 56 381 3260 17364 -18249 4020457 5761173 5609046 5901967 -706977 310374 26455 -71467 8948981 11902047 0 0 0 0 6050572 6544601 0 0 758226 4617132 5386108 10667704 11930709 -1718723 -28662 17159448 18133868 7947758 8067418 9211690 10066450 THE MISSION OF THE CHICAGO SHAKESPEARE THEATER IS TO BRING TO LIFE THE PLAYS OF WILLIAM SHAKESPEARE AND TO PRESENT OTHER GREAT PERFORMANCES FOR AUDIENCES FROM ALL WALKS OF LIFE AND FROM AROUND THE GLOBE. false false 9792343 5901967 Chicago Shakespeare Theater is an international center for the performance and appreciation of Shakespeare and the performing arts. The theatrical program includes an annual, multiple-play series centering on the works of Shakespeare and other timeless dramatists; a world's stage series importing and exporting top productions of the present day, and Team Shakespeare, a comprehensive outreach program for students and teachers. 9792343 true true false false false false false false true true false false false true true true false false false true false false false true false false false false true false false false false false false false false false false false false false false false false false false true 101 0 381 true true

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false false false false true true false false false false X 58 56 false false false false false false false true true false false true true true true true true true true false IL X X LINDA ORELLANA 3125955619 800 EAST GRAND AVENUE Chicago IL 60611 Alan G Berkshire Director 2.0 X 0 0 0 Allan E Bulley III Director 2.0 X 0 0 0 Ann Ziegler Director 2.0 X 0 0 0 Barbara Malott Kizziah Director 2.0 X 0 0 0 C Gary Gerst Director 2.0 X 0 0 0 Carleton D Pearl Director 2.0 X 0 0 0 Carole B Segal Director 2.0 X 0 0 0 Chase Collins Levey Director 2.0 X 0 0 0 Donna Van Eekeren Director 2.0 X 0 0 0 Edgar H Bachrach Director 2.0 X 0 0 0 Edward A Langan Director 2.0 X 0 0 0 Glenn Richter Director 2.0 X 0 0 0 Frank D Ballantine Director 2.0 X 0 0 0 Gayle R Tilles Director 2.0 X 0 0 0 Gregory S Gallopoulos Director 2.0 X 0 0 0 Harve A Ferrill Director 2.0 X 0 0 0 Harvey J Struthers Jr Director 2.0 X 0 0 0 Jack L Karp Director 2.0 X 0 0 0 James J Junewicz Director 2.0 X 0 0 0 Jeanne B Ettelson Director 2.0 X 0 0 0 John P Keller Director 2.0 X 0 0 0 John Rau Director 2.0 X 0 0 0 Judith Pierpont Director 2.0 X 0 0 0 Kathleen Kelly Spear Director 2.0 X 0 0 0 Kathryn J Hayley Director 2.0 X 0 0 0 M Hill Hammock Director 2.0 X 0 0 0 Marilynn J Thoma Director 2.0 X 0 0 0 Mark E Rose Director 2.0 X 0 0 0 Mark S Ouweleen Treasurer 2.0 X 0 0 0 Nancy Kempf Director 2.0 X 0 0 0 Nazneen Razi Director 2.0 X 0 0 0 Philip L Engel Director 2.0 X 0 0 0 Priscilla A Pam Walter Director 2.0 X 0 0 0 Raymond F McCaskey Chair 2.0 X X 0 0 0 Richard A Kent Director 2.0 X 0 0 0 Richard J Franke Director 2.0 X 0 0 0 Robert G McLennan Director 2.0 X 0 0 0 Robert Ryan Director 2.0 X 0 0 0 Sheila A Penrose Director 2.0 X 0 0 0 Sheldon Fink Director 2.0 X 0 0 0 Sheli Z Rosenberg Director 2.0 X 0 0 0 Steven J Solomon Director 2.0 X 0 0 0 Stewart S Hudnut Director 2.0 X 0 0 0 Susan R Patten Director 2.0 X 0 0 0 Thomas L Brown Director 2.0 X 0 0 0 William L Hood Director 2.0 X 0 0 0 William R Jentes Director 2.0 X 0 0 0 Dushan Petrovich Director 2.0 X 0 0 0 Gregory P Josefowicz Director 2.0 X 0 0 0 Gregory D Smith Director 2.0 X 0 0 0 John Wing Director 2.0 X 0 0 0 Richard W Porter Director 2.0 X 0 0 0 Robert S Osborne Director 2.0 X 0 0 0 Sheila G Talton Director 2.0 X 0 0 0 Sonja H Fisher Director 2.0 X 0 0 0 William J Tomazin Jr Director 2.0 X 0 0 0 Barbara Gaines Artistic Director 40.0 X 413452 0 25618 Criss Henderson Executive Director 40.0 X 403530 0 14087 Linda Orellana Director of Finance 40.0 X 114681 0 0 Mary Jo Lamparski Chief Advancement Office 40.0 X 164077 0 0 Alida Szabo Director of Audience Dev 40.0 X 106079 0 0 1201819 0 39705 5 false true false 0 1104280 100500 4556393 5761173 TICKET SALES 711110 5712605 5712605 TICKET FEES 711110 189362 189362 5901967 313853 313853 0 6850 6850 9410 101581 -92171 -92171 -18249 -73922 803351 806830 -3479 -3479 -3479 139975 1104280 275205 -135230 -135230 0 189988 88075 101913 101913 ADVERTISING 711110 35613 35613 OTHER INCOME 900099 11558 11558 47171 11902047 5901967 17364 221543 0 0 0 0 981059 981059 0 4521242 3441811 665799 413632 62168 62168 541040 460306 54349 26385 439092 366151 44809 28132 0 38679 38679 45425 45425 0 0 0 0 1075067 1075067 28512 15519 12993 0 0 943028 861590 64114 17324 54490 11600 42890 0 20896 13512 7384 93556 93556 0 434216 273719 160497 103180 103180 PRODUCTION 2059008 2059008 EQUIPMENT MAINTENANCE 53533 17033 36500 PRINTING & MATERIALS 82468 82468 OPENING NIGHT 26602 26602 ALL OTHER EXPENSES 327448 117908 145624 63916 11930709 9792343 1380140 758226 59504 100437 2166838 1382515 1652208 2513798 617920 611198 1222847 1532213 6291503 3702700 2901541 2588803 8532986 9401682 5604 3222 17159448 18133868 443271 471499 2970234 2978814 4100000 4100000 434253 517105 7947758 8067418 X 7772879 9232772 1438811 833678 9211690 10066450 17159448 18133868 X -28662 883422 X false true true X false X 4576440 5708716 4915088 4020457 5761173 24981874 4576440 5708716 4915088 4020457 5761173 24981874 1349849 23632025 615339 929575 -455066 224171 320703 1634722 -12367 65513 -37404 29583 17364 62689 190636 127553 189432 -5354 -95681 406586 27085871 31829730 0.87248 0.81953 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2890562 1187796 741661 175000 4645019 2490299 50000 350263 2890562 3704840 -984541 230000 2490299 1.00000 false false 4478617 2650189 1828428 1812886 1052511 760375 2588803 0 DEFERRED COMPENSATION 517105 517105 11902047 11930709 -28662 883421 883421 854759 13167326 883421 192202 189656 1265279 11902047 11902047 12312567 192202 189656 381858 11930709 11930709 Schedule D, Part V, Line 4: The Theater's Endowment consists of Funds designated by the governing board to function as endowment. Net Assets associated with the fund are classified and reported based on the existence or absence of donor-imposed restrictions. The theater will classify as permanently restricted net assets (A) the original value of any gifts donated to a permanent endowment, (B) The original value of any subsequent gifts to a permanent endowment, and (C) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of any donor-restricted endowment fund that is not classified as permanently restricted net assets will be classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the theater in a manner consistent with the standard of prudence prescribed by UPMIFA. Schedule D, Part X, Line 2: The Theater follows the accounting standards for contingencies in evaluating uncertain tax positions. The guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the Theater for uncertain tax positions as of June 30, 2011. The Theater's tax returns are subject to review and examination by federal and state authorities. The tax returns for the current year as well as fiscal years 2008 through 2010 are open to examination by federal and state authorities. Schedule D, Part XII, Line 2d: Rental expenses on Form 990, Part VIII, Line 6b, $101,581 Cost of goods sold on Form 990, Part VIII, Line 10b, $88,075 Schedule D, Part XIII, Line 2d: Rental expenses on Form 990, Part VIII, Line 6b, $101,581 Cost of goods sold on Form 990, Part VIII, Line 10b, $88,075 false Europe (Including Iceland and Greenland) 0 10 Program Services Play Tour 99452 East Asia and the Pacific 0 10 Program Services Play Tour 69332 0 20 0 20 168784 168784 false false false false false false Gala Dinner 1244255 1104280 139975 275205 0 1244255 1104280 139975 275205 275205 -135230 X X X X false true false false false false false false false Mary Jo Lamparski 164077 0 0 0 0 0 164077 0 Barbara Gaines 356126 0 0 57326 0 25618 439070 0 Criss Henderson 346327 0 0 57203 0 14087 417617 0 Part I, Line 4B Barbara Gaines, $40,826 Criss Henderson, $40,703 Form 990, Part VI, Section B Line 11b: A copy of Form 990 is sent to the Board of Directors before it is filed. Form 990, Part VI, Section B, Line 12C: All members of the Board of Directors and key employees complete conflict of interest forms annually. These forms are reviewed by the executive committee. Form 990, Part VI, Section B, Line 15B: Compensation for executive officers and key employees is approved by the Executive Committee of the Board of Directors. The Board of Directors has designated this authority to the Executive Committee through the Committee's Charter. The committee utilized various tools to determine appropriate compensation levels, including the Form 990 of Other Organizations, and compensation surveys. Form 990, Part VI, Section B, Line 19: The organization makes its governing documents, conflict of interest policy, and financial statements available upon request as required by law. Additionally, these documents are available on the Illinois Attorney General's website. Form 990, Part XI, Line 5: Unrealized gain $883,422 Form 990, Part XII, Line 2c: The process for the committee that assumes oversight of the audit and selection of an independent accountant has not changed from the prior year.