2025-02-28T11:22:35+00:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 South 6th St Suite 2300 Minneapolis MN 55402 990 2023-07-01 363467607 CHICAGO SHAKESPEARE THEATER CHIC 3126674962 800 EAST GRAND AVENUE CHICAGO IL 60611 KIMBERLY MOTES EXECUTIVE DIRECTOR 3126674962 2025-02-28 true true Mark Heroux P00959793 6128764500 2025-02-27 2023 2025-03-06 01:10:19Z KIMBERLY MOTES 800 EAST GRAND AVENUE CHICAGO IL 60611 14142597 false X WWW.CHICAGOSHAKES.COM X 1986 IL To create vivid, entertaining theatrical experiences that invigorate and engage people of all ages and identities by illuminating the complexity, ambiguity, and wonder of our world. 54 52 356 2470 54864 0 8805961 4342117 5919814 7388960 578072 393899 833483 982317 16137330 13107293 0 0 9318001 9879090 0 724630 9091920 8080429 18409921 17959519 -2272591 -4852226 54843517 51786286 13976657 13954027 40866860 37832259 To create vivid, entertaining theatrical experiences that invigorate and engage people of all ages and identities by illuminating the complexity, ambiguity, and wonder of our world. Shared humanity and unforgettable stories - now THIS is Chicago Shakespeare. false false 14539489 8129379 A regional Tony Award recipient, Chicago Shakespeare Theater (CST) creates and advances art to reveal the diversity, power, and mystery of the human experience. Our bold, visionary productions and programs sit at the cultural crossroads of our great city, giving voice to stories that bridge countries, cultures, communities, and generations. CST leadership, board and staff are committed to bringing a range of work from Shakespeare to new plays, international productions, and works that introduce new voices to our stages. Founded in 1986 and located on Chicago's iconic Navy Pier since 1999, CST's campus features the Jentes Family Courtyard Theater, The Yard, and the Carl and Marilynn Thoma Theater Upstairs. The current season includes nearly 400 performances with more than 173,000 people expected to visit CST. CST is deeply engaged in our communities, making the arts accessible for Chicagoans of all ages and backgrounds. Through our Team Shakespeare education programs, we work with teachers and students to build literacy skills, particularly those who are in underfunded public schools that lack access to arts education. Our Shakes in the City program brings free, live performances to neighborhoods with less access to the arts. Between these two programs, we reach approximately 300 schools and 15,000 teachers and students annually and engage 12,000+ audience members in neighborhoods throughout our city. CST's choice of productions and how we present programming is purposeful to represent diverse voices and experiences. We work to ensure that CST is accessible to all and that those who have been underrepresented see themselves on our stages. 14539489 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 true false false false false false false false false false false true false false false false false false false false true 158 0 true 356 true true true false false false false true true false false false false false false X 54 52 false false false false false false false true true false false true true true true true true true true false IL X X KATHRYN TRESNOWSKI 3126674962 800 EAST GRAND AVENUE CHICAGO IL 60611 EDWARD HALL ARTISTIC DIRECTOR (PARTIAL YR) 40.0 X X 106958 0 2405 KIMBERLY MOTES EXECUTIVE DIRECTOR (PARTIAL YR) 40.0 X X 83059 0 121 PAULITA A PIKE CHAIR 2.0 X X 0 0 0 RAYMOND WHITACRE TREASURER 2.0 X X 0 0 0 ALLAN E BULLEY III DIRECTOR 2.0 X 0 0 0 AYODEJI AYODELE DIRECTOR 2.0 X 0 0 0 BINTA NIAMBI BROWN DIRECTOR 2.0 X 0 0 0 BRAYTON B ALLEY DIRECTOR 2.0 X 0 0 0 BRIAN W DUWE DIRECTOR 2.0 X 0 0 0 C GARY GERST 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 CHRISTOPHER OBRIEN DIRECTOR 2.0 X 0 0 0 CLIVE CHRISTISON DIRECTOR 2.0 X 0 0 0 DENNIS OLIS DIRECTOR 2.0 X 0 0 0 DHEERA ANAND DIRECTOR 2.0 X 0 0 0 DONNA VAN EEKEREN DIRECTOR 2.0 X 0 0 0 DONNA WELCH DIRECTOR 2.0 X 0 0 0 FRANK BALLANTINE DIRECTOR 2.0 X 0 0 0 GAYLE R TILLES DIRECTOR 2.0 X 0 0 0 GREGORY GALLOPOULOS DIRECTOR 2.0 X 0 0 0 HARVEY J STRUTHERS JR DIRECTOR 2.0 X 0 0 0 JAMIE STONE O'BRIEN DIRECTOR 2.0 X 0 0 0 JENNIFER O'NEILL DIRECTOR 2.0 X 0 0 0 JESS E MERTEN DIRECTOR 2.0 X 0 0 0 JOHN P KELLER DIRECTOR 2.0 X 0 0 0 JUDITH LOSEFF DIRECTOR 2.0 X 0 0 0 KATE BLOMGREN DIRECTOR 2.0 X 0 0 0 KATHRYN HAYLEY DIRECTOR 2.0 X 0 0 0 LANCE RICHARDS DIRECTOR 2.0 X 0 0 0 LINDA K MYERS 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 S OUWELEEN DIRECTOR 2.0 X 0 0 0 NAZNEEN RAZI DIRECTOR 2.0 X 0 0 0 NEAL REENAN DIRECTOR 2.0 X 0 0 0 PATRICK R DALEY DIRECTOR 2.0 X 0 0 0 PHILIP L ENGEL DIRECTOR 2.0 X 0 0 0 PRISCILLA A WALTER DIRECTOR 2.0 X 0 0 0 RAYMOND F MCCASKEY DIRECTOR 2.0 X 0 0 0 RENETTA MCCANN DIRECTOR 2.0 X 0 0 0 RICHARD A KENT DIRECTOR 2.0 X 0 0 0 RICHARD SEVCIK DIRECTOR 2.0 X 0 0 0 RICHARD W PORTER DIRECTOR 2.0 X 0 0 0 ROBERT RYAN DIRECTOR 2.0 X 0 0 0 SHEILA G TALTON DIRECTOR 2.0 X 0 0 0 SHELI Z ROSENBERG DIRECTOR 2.0 X 0 0 0 STEPHEN A BRODSKY DIRECTOR 2.0 X 0 0 0 STEVEN J SOLOMON DIRECTOR, INTERIM DIRECTOR OF DEVELOPMENT (PARTIAL YEAR) 30.0 X 100800 0 0 STEWART S HUDNUT DIRECTOR 2.0 X 0 0 0 THOMAS L BROWN DIRECTOR 2.0 X 0 0 0 TIMOTHY HANNAHS DIRECTOR 2.0 X 0 0 0 WILLIAM J TOMAZIN JR DIRECTOR 2.0 X 0 0 0 WILLIAM R JENTES DIRECTOR 2.0 X 0 0 0 KATHRYN TRESNOWSKI DIRECTOR OF FINANCE AND ADMIN, SECRETARY 40.0 X 135592 0 1955 MICHAEL ROSS INTERIM EXECUTIVE DIRECTOR (PARTIAL YR) 40.0 X 178644 0 298 BARBARA GAINES ARTISTIC DIRECTOR (PARTIAL YR) 40.0 X 215297 0 6642 DANIEL HESS PRODUCER, COMPANY MANAGER 40.0 X 100454 0 582 JOHN VAUGHEY DIRECTOR OF PRODUCTION (PARTIAL YR) 40.0 X 124729 0 13449 JULIE STANTON DIRECTOR OF MARKETING 40.0 X 109599 0 13456 KATHERINE RIOPELLE MANAGING DIRECTOR (PARTIAL YR) 40.0 X 165475 0 31276 RICHARD BOYNTON CREATIVE PRODUCER 40.0 X 185733 0 38671 Criss Henderson EXECUTIVE DIRECTOR (FORMER) X 358193 0 0 1864533 0 108855 11 true true false THE ILLINOIS PROJECT LLC 25 MADISON AVE 19TH FL NEW YORK NY 10010 PERFORMANCE FEES & ROYALTIES 562250 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAY SUITE 200 CAMBRIDGE MA 02142 ADVERTISING 516924 LYNCH INCORPORATED 792 WEST BARTLETT ROAD BARTLETT IL 60103 WEBSITE DEVELOPMENT 297012 BBB TOURING LLC 1650 BROADWAY SUITE 1002 NEW YORK NY 10019 PERFORMANCE FEES & ROYALTIES 247086 SPENCER STUART 353 North Clark Suite 2500 Chicago IL 60654 EXECUTIVE SEARCH FIRM 216675 9 0 0 682584 0 424000 3235533 203939 4342117 Ticket Sales 711110 6660388 6660388 Enhancement Income 711110 307879 307879 Ticket Fees 711110 418630 418630 Other Program Revenue 711110 2063 2063 0 0 0 0 7388960 576518 576518 740419 740419 57199 58491 -1292 0 -1292 -1292 581697 764316 -182619 0 -182619 -182619 35700 682584 136144 -100444 -100444 350565 76353 274211 274211 Other Income 812900 13267 13267 Advertising 541800 56156 56156 0 0 0 0 69423 13107293 8129379 54864 580933 394139 106958 287181 7734383 6407797 943603 382983 162969 162969 893512 735238 129009 29265 694087 557942 103089 33056 22270 8420 13850 116051 116051 0 0 0 0 811414 811414 60107 39044 12312 8751 312097 40480 247817 23800 389143 389143 1517360 1402077 87988 27295 35726 33861 1865 30464 20810 9654 213222 213222 1319968 1116518 203450 343974 40000 283974 20000 Production 2382241 2382241 All other expenses 526392 126026 212405 187961 0 0 0 0 17959519 14539489 2695400 724630 5855357 2853295 11412 339 4445142 3077681 325770 356490 0 0 0 0 776249 1480265 33194576 12027452 22286098 21167124 15223951 16549891 0 0 5865823 6244156 53715 57045 54843517 51786286 2172613 2691040 1149253 1674085 5379134 4005362 0 0 5275657 5583540 13976657 13954027 X 31452303 28677866 9414557 9154393 40866860 37832259 54843517 51786286 -4852226 1798480 19145 0 X false true X true false X 8917787 6836736 13308222 8805961 4342111 42210817 0 0 8917787 6836736 13308222 8805961 4342111 42210817 356906 41853911 498327 629525 947860 1367794 1316937 4760443 0 197861 -51208 -132706 -7156 187034 193825 47165085 23169410 0.8874 0.9238 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME., COLUMN A - 197861.0, COLUMN B - -51208.0, COLUMN C - -132706.0, COLUMN D - -7156.0, COLUMN E - 187034.0, COLUMN F - 193825.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15396908 6706 2060444 1665000 15799058 14211252 147329 1496327 458000 15396908 17243006 -28987 -2322767 680000 14211252 13740339 -63441 4196108 630000 17243006 14206636 -49810 163513 580000 13740339 0.68 0.32 false false 24016716 5556001 18460715 9177860 6471451 2706409 21167124 Long-term lease liability 5583540 5583540 X 15537200 1798480 496583 134844 2429907 13107293 0 0 13107293 18571801 477438 134844 612282 17959519 0 0 17959519 Schedule D, Part V, Line 4 Intended uses of endowment funds 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 FIN 48 (ASC 740) footnote CHICAGO SHAKESPEARE THEATER IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY BY THE INTERNAL REVENUE SERVICE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. CERTAIN REVENUES OF THE THEATER ARE UNRELATED BUSINESS INCOME; HOWEVER, THE ASSOCIATED EXPENSES EXCEEDED THOSE REVENUES DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. ACCORDINGLY, NO UNRELATED BUSINESS INCOME TAX EXPENSE HAS BEEN RECOGNIZED. 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, 2023 AND 2022. THE THEATER'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Cost of Goods Sold on Form 990, Part VIII, Line 10B - 76353 Rental Expense on Form 990, Part VIII, Line 6B - 58491 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COGS - 76353 RENTAL EXPENSES - 58491 Europe (Including Iceland and Greenland) 0 4 Program Services Artistic/Production Costs 65515 0 4 0 0 0 4 65515 0 65515 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual Gala 718284 682584 35700 136144 0 0 718284 682584 35700 136144 136144 -100444 X X true true X X X X true false false false false false false false true true Criss Henderson EXECUTIVE DIRECTOR (FORMER) 0 0 0 0 358193 0 0 0 0 0 358193 0 0 0 MICHAEL ROSS INTERIM EXECUTIVE DIRECTOR (PARTIAL YR) 178644 0 0 0 0 0 0 0 298 0 178942 0 0 0 BARBARA GAINES ARTISTIC DIRECTOR (PARTIAL YR) 174003 0 0 0 41294 0 0 0 6642 0 221939 0 0 0 RICHARD BOYNTON CREATIVE PRODUCER 175733 0 10000 0 0 0 0 0 38671 0 224404 0 0 0 KATHERINE RIOPELLE MANAGING DIRECTOR (PARTIAL YR) 138907 0 5000 0 21568 0 0 0 31276 0 196751 0 0 0 Schedule J, Part I, Line 1a Travel for companions Travel for companions was provided as part of a relocation package and was taxed accordingly. Schedule J, Part I, Line 1a Housing allowance or residence for personal use Temporary housing was provided as part of a relocation package and was taxed accordingly. Schedule J, Part I, Line 4a Severance or change-of-control payment During the 2023 calendar year, Criss Henderson and Kara Riopelle received severance payments. The amounts received by the individuals are included in the totals in Schedule J, Part II, Box (B)(iii). Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception Compensation paid to Edward Hall and Kimberly Motes were subject to the initial contract exception. While this exception does exist, the organization utilized other methods to ensure compensation paid to the individuals is reasonable. A Illinois Finance Authority Series 2015 861091967 2016-01-11 15100000 Cultural Facility Revenue Bond false false false A 15100000 218895 4100000 2028 false false true true A 0.0 A false false false false false true The Northern Trust 3.0 false false false false false A false X 13 203939 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Contributions Form 990, Part VI, Line 11b Review of form 990 by governing body THE DATA TO SUPPORT THE FORM 990 IS PREPARED BY MANAGEMENT AND A COPY OF THE RETURN IS THEN REVIEWED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT. ONCE THE REVIEW IS COMPLETE, MANAGEMENT REVIEWS THE FILING TO ENSURE THE COMPLETENESS AND ACCURACY. ONCE THIS REVIEW IS COMPLETE, A COPY OF FORM 990 IS SENT TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. THESE FORMS ARE REVIEWED BY THE AUDIT COMMITTEE. WHEN A CONFLICT IS IDENTIFIED, INDIVIDUALS WITH A CONFLICT ABSTAIN FROM VOTING ON THE MATTER. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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. THIS WAS LAST COMPLETED IN 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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. THIS WAS LAST COMPLETED IN 2023. Form 990, Part VI, Line 19 Required documents available to the public 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 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.