CHICAGO SHAKESPEARE THEATER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO SHAKESPEARE THEATER (EIN 36-3467607)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202621289349300432
- Schema version
- 2024v5.1
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T09:59:23+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363467607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO SHAKESPEARE THEATER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3126674962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY MOTES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY MOTES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,335,603 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHICAGOSHAKES.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 399 | TotalEmployeeCnt |
| Total Volunteers | 2635 | TotalVolunteersCnt |
| Total Gross UBI | $15,810 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,342,117 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,980,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,388,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,728,324 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,899 | PYInvestmentIncomeAmt |
| CY Investment Income | $286,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $982,317 | PYOtherRevenueAmt |
| CY Other Revenue | $247,029 | CYOtherRevenueAmt |
| PY Total Revenue | $13,107,293 | PYTotalRevenueAmt |
| CY Total Revenue | $17,242,699 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,879,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,982,983 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $961,498 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,080,429 | PYOtherExpensesAmt |
| CY Other Expenses | $10,425,785 | CYOtherExpensesAmt |
| PY Total Expenses | $17,959,519 | PYTotalExpensesAmt |
| CY Total Expenses | $22,408,768 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,852,226 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,166,069 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,786,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,831,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,954,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,671,458 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,832,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,160,486 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,893,262 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,762,400 | RevenueAmt |
| Desc | A REGIONAL TONY AWARD RECIPIENT, CHICAGO SHAKESPEARE THEATER IS A LEADING INTERNATIONAL THEATER COMPANY THAT HAS DELIVERED EXCELLENT, POWERFUL, LIFE-CHANGING THEATER FOR FORTY YEARS. WITH SHAKESPEARE AT THE HEART OF THE ARTISTIC WORK, CST ALSO PRODUCES COMPELLING, CONTEMPORARY STORIES FROM FRESH ARTISTIC VOICES OF TODAY. UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR EDWARD HALL AND EXECUTIVE DIRECTOR KIMBERLY MOTES, CST WELCOMES NEARLY 150,000 AUDIENCE MEMBERS TO 300+ PERFORMANCES AND EVENTS EACH YEAR IN CST'S THREE BEST-IN-CLASS VENUES: THE JENTES FAMILY COURTYARD THEATER, THE YARD, AND THE CARL AND MARILYNN THOMA UPSTAIRS STUDIO. CST BRINGS THE WORLD TO CHICAGO AND SENDS CHICAGO OUT INTO THE WORLD AS CHICAGO'S FOREMOST PRESENTER OF INTERNATIONAL THEATER, AND CONSISTENT PRODUCER OF NORTH AMERICAN AND WORLD PREMIERES. PRODUCTION ORIGINATING FROM CST HAVE GONE ON TO BROADWAY, NATIONAL AND INTERNATIONAL TOURS, GARNERING THREE TONY AWARDS, THREE OLIVIER AWARDS, AND TWO GRAMMY NOMINATIONS. THE THEATER FOSTERS A LIFELONG RELATIONSHIP WITH THE ARTS BY PROVIDING TRANSFORMATIONAL EXPERIENCES FOR MULTIGENERATIONAL AUDIENCES. SERVING MORE STUDENTS AND TEACHERS THAN ANY THEATER IN THE CITY, CST ANNUALLY WELCOMES MORE THAN 20,000 HIGH SCHOOL AND MIDDLE SCHOOLERS TO ATTEND 50+ DAYTIME MATINEE PERFORMANCES AND PARTICIPATE IN AFTER-SCHOOL PROGRAMS LIKE CHICAGO SHAKESPEARE SLAM. PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS INCLUDE THE YEAR-LONG BARD CARE INTENSIVE FOR CHICAGO PUBLIC SCHOOL EDUCATORS. CST'S INITIATIVES SUPPORT THE DEVELOPMENT OF YOUNG PEOPLE'S CRUCIAL SKILLS, INCLUDING SOCIAL-EMOTIONAL COMPETENCIES, CRITICAL LITERACY, AND MEANINGFUL COLLABORATION. LEARNERS OF ALL AGES DEEPEN THEIR ENGAGEMENT THROUGH PREAMBLE TALKS AND POST-SHOW DISCUSSIONS. THE $30 UNDER 30 DISCOUNTED TICKET PROGRAM FOR YOUNG ADULTS AND STUDENTS REDUCES BARRIERS TO PARTICIPATION FOR THOUSANDS OF FIRST-TIME ATTENDEES. FUELED BY THE VITALITY OF THE CITY OF CHICAGO, CST CONTRIBUTES SIGNIFICANTLY TO THE VIBRANCY AND ECONOMIC IMPACT OF THE ARTS AND CULTURE ECOSYSTEM. CST'S REACH EXTENDS BEYOND THE THEATER'S WALLS WITH FREE PROGRAMS LIKE SHAKES IN THE CITY, WHICH BRINGS PERFORMANCES AND WORKSHOPS TO PARKS, FESTIVALS, AND SHARED COMMUNITY SPACES ACROSS CHICAGO'S 77 NEIGHBORHOODS EACH SUMMER. | Desc |
| Total Program Service Expenses | $18,893,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 142 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 399 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dan Thomas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125955619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST GRAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD HALL | |||||||||
| ARTISTIC DIRECTOR | 40.0 | Yes (X) | Yes (X) | $423,129 | $0 | $24,535 | |||
| KIMBERLY MOTES | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | Yes (X) | Yes (X) | $409,223 | $0 | $1,551 | |||
| PAULITA A PIKE | |||||||||
| CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND WHITACRE | |||||||||
| TREASURER | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AARON HOFFMAN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALLAN E BULLEY III | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| AYODEJI AYODELE | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRAYTON B ALLEY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN W DUWE | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| C GARY GERST | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLE B SEGAL | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHASE COLLINS LEVEY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER OBRIEN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CLIVE CHRISTISON | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DHEERA ANAND | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD DELVES | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA WELCH | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK BALLANTINE | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| GAYLE R TILLES | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY GALLOPOULOS | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| HARVEY J STRUTHERS JR | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMIE STONE O'BRIEN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER O'NEILL | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JESS E MERTEN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JIM STADLER | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN EDELMAN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P KELLER | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JUDITH LOSEFF | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATE BLOMGREN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN HAYLEY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LANCE RICHARDS | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA K MYERS | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| M HILL HAMMOCK | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARILYNN J THOMA | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK S OUWELEEN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| NAZNEEN RAZI | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| NEAL REENAN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK R DALEY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP L ENGEL | |||||||||
| DIRECTOR (THROUGH 6/2025) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| PRISCILLA A WALTER | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| RAYMOND F MCCASKEY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| RENETTA MCCANN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD A KENT | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SEVCIK | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT RYAN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHEILA G TALTON | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHEILA PENROSE | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHELI Z ROSENBERG | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN A BRODSKY | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN J SOLOMON | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEWART S HUDNUT | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS L BROWN | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY HANNAHS | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R JENTES | |||||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN TRESNOWSKI | |||||||||
| DIRECTOR OF FINANCE AND ADMIN, SECRETARY | 40.0 | Yes (X) | $133,865 | $0 | $1,974 | ||||
| EMILY HANSEN | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | $186,850 | $0 | $600 | Yes (X) | ||||
| DANIEL HESS | |||||||||
| ARTISTIC ADMINISTRATOR | 40.0 | $104,030 | $0 | $1,125 | Yes (X) | ||||
| JOHN VAUGHEY | |||||||||
| PRODUCTION MANAGER (AS OF 5/1/25) | 40.0 | $132,160 | $0 | $14,130 | Yes (X) | ||||
| JULIE STANTON | |||||||||
| DIRECTOR OF MARKETING (THROUGH 6/2/25) | 40.0 | $108,478 | $0 | $14,130 | Yes (X) | ||||
| PAIGE WHITSON-MARTINI | |||||||||
| DIRECTOR OF PRODUCING | 40.0 | $100,951 | $0 | $14,655 | Yes (X) | ||||
| TIFFANY TUCKETT | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.0 | $106,023 | $0 | $543 | Yes (X) | ||||
| RICHARD BOYNTON | |||||||||
| FORMER CREATIVE PRODUCER | $245,441 | $0 | $15,557 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,950,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIED GLOBAL MARKETING | ||||||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02142 | ADVERTISING | $635,676 | |||||
| ROYAL SHAKESPEARE COMPANY | ||||||||||
| PERFORMANCE FEES | $322,788 | WATERSIDE | STRATFORD UPON AVON | LONDON | UK | WC1A1BS | ||||
| ARENA STAGE | ||||||||||
| 1101 6TH STREET SW | WASHINGTON | DC | 20024 | PRODUCTION FEES | $138,945 | |||||
| LOWITZ & SONS | ||||||||||
| 811 W EVERGREEN | CHICAGO | IL | 60642 | PRINTING SERVICES | $109,703 | |||||
| DYOPATH | ||||||||||
| 905 PARKVIEW BLVD | LOMBARD | IL | 60148 | SYSTEM SUPPORT | $100,023 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $720,322 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $180,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,080,305 | AllOtherContributionsAmt |
| Noncash Contributions | $300,073 | NoncashContributionsAmt |
| Total Contributions | $5,980,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $7,870,637 | $7,870,637 |
| ENHANCEMENT INCOME | 711110 | $2,397,674 | $2,397,674 |
| TICKET FEES | 711110 | $460,013 | $460,013 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,728,324 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $594,998 | TotalRevenueColumnAmt |
| Exclusion | $594,998 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,076 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,476 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,644 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$9,168 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,168 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$9,168 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,423,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,732,172 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$308,279 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$308,279 | TotalRevenueColumnAmt |
| Exclusion | -$308,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $720,322 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $163,522 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$134,272 | TotalRevenueColumnAmt |
| Exclusion | -$134,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $496,699 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $171,566 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,133 | TotalRevenueColumnAmt |
| Exclusion | $325,133 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $24,978 | $24,978 | |
| OTHER INCOME | 812900 | $6,282 | $6,282 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,260 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,242,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,762,400 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,810 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,862 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,920 | TotalAmt |
| Program Services | $464,202 | ProgramServicesAmt |
| Management And General | $579,018 | ManagementAndGeneralAmt |
| Fundraising | $188,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,456,932 | TotalAmt |
| Program Services | $7,492,431 | ProgramServicesAmt |
| Management And General | $612,507 | ManagementAndGeneralAmt |
| Fundraising | $351,994 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,615 | TotalAmt |
| Program Services | $343,243 | ProgramServicesAmt |
| Management And General | $5,474 | ManagementAndGeneralAmt |
| Fundraising | $898 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,527 | TotalAmt |
| Program Services | $1,004,467 | ProgramServicesAmt |
| Management And General | $123,881 | ManagementAndGeneralAmt |
| Fundraising | $47,179 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,989 | TotalAmt |
| Program Services | $641,972 | ProgramServicesAmt |
| Management And General | $87,700 | ManagementAndGeneralAmt |
| Fundraising | $39,317 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,230 | TotalAmt |
| Program Services | $121,501 | ProgramServicesAmt |
| Management And General | $6,729 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,120 | TotalAmt |
| Management And General | $159,120 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,863 | TotalAmt |
| Program Services | $1,141,863 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,940 | TotalAmt |
| Program Services | $40,168 | ProgramServicesAmt |
| Management And General | $18,351 | ManagementAndGeneralAmt |
| Fundraising | $9,421 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,108 | TotalAmt |
| Program Services | $40,480 | ProgramServicesAmt |
| Management And General | $206,828 | ManagementAndGeneralAmt |
| Fundraising | $23,800 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,363 | TotalAmt |
| Program Services | $552,363 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,626,194 | TotalAmt |
| Program Services | $1,515,208 | ProgramServicesAmt |
| Management And General | $84,441 | ManagementAndGeneralAmt |
| Fundraising | $26,545 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,473 | TotalAmt |
| Management And General | $17,054 | ManagementAndGeneralAmt |
| Fundraising | $2,419 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,372 | TotalAmt |
| Management And General | $10,794 | ManagementAndGeneralAmt |
| Fundraising | $6,578 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,552 | TotalAmt |
| Program Services | $221,552 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,853 | TotalAmt |
| Program Services | $903,273 | ProgramServicesAmt |
| Management And General | $364,580 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,798 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
| Management And General | $187,798 | ManagementAndGeneralAmt |
| Fundraising | $20,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Production | Desc |
| Total | $4,247,186 | TotalAmt |
| Program Services | $4,247,186 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,733 | TotalAmt |
| Program Services | $123,353 | ProgramServicesAmt |
| Management And General | $89,733 | ManagementAndGeneralAmt |
| Fundraising | $244,647 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,408,768 | TotalAmt |
| Program Services | $18,893,262 | ProgramServicesAmt |
| Management And General | $2,554,008 | ManagementAndGeneralAmt |
| Fundraising | $961,498 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,295 | BOYAmt |
| EOY | $3,217,467 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339 | BOYAmt |
| EOY | $507 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,077,681 | BOYAmt |
| EOY | $2,317,734 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,490 | BOYAmt |
| EOY | $448,406 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,480,265 | BOYAmt |
| EOY | $1,224,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,153,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,034,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,167,124 | BOYAmt |
| EOY | $4,119,167 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,549,891 | BOYAmt |
| EOY | $16,374,145 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,244,156 | BOYAmt |
| EOY | $29,102,333 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,045 | BOYAmt |
| EOY | $28,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,786,286 | BOYAmt |
| EOY | $56,831,944 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,691,040 | BOYAmt |
| EOY | $3,056,601 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,085 | BOYAmt |
| EOY | $1,585,127 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,005,362 | BOYAmt |
| EOY | $4,031,590 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,583,540 | BOYAmt |
| EOY | $13,998,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,954,027 | BOYAmt |
| EOY | $22,671,458 | 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 | $28,677,866 | BOYAmt |
| EOY | $24,459,462 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,154,393 | BOYAmt |
| EOY | $9,701,024 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,832,259 | BOYAmt |
| EOY | $34,160,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,786,286 | BOYAmt |
| EOY | $56,831,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,166,069 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,510,240 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $31,328 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | -$47,272 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,836,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,308,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,805,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,342,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,980,627 | CurrentTaxYearAmt |
| Total | $39,273,657 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,836,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,308,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,805,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,342,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,980,627 | CurrentTaxYearAmt |
| Total | $39,273,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $492,719 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,780,938 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $947,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,367,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,316,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,548 | CurrentTaxYearAmt |
| Total | $4,907,664 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$51,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$132,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$7,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,148 | CurrentTaxYearAmt |
| Total | $193,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,374,433 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,457,511 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87395 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8874 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - -51208.0, COLUMN B - -132706.0, COLUMN C - -7156.0, COLUMN D - 187034.0, COLUMN E - 197148.0, COLUMN F - 193112.0; | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,799,058 | BeginningYearBalanceAmt |
| Contributions | $878 | ContributionsAmt |
| Investment Earnings Or Losses | $1,753,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $819,978 | OtherExpendituresAmt |
| End Year Balance | $16,732,976 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,396,908 | BeginningYearBalanceAmt |
| Contributions | $6,706 | ContributionsAmt |
| Investment Earnings Or Losses | $2,060,444 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,665,000 | OtherExpendituresAmt |
| End Year Balance | $15,799,058 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,211,252 | BeginningYearBalanceAmt |
| Contributions | $147,329 | ContributionsAmt |
| Investment Earnings Or Losses | $1,496,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $458,000 | OtherExpendituresAmt |
| End Year Balance | $15,396,908 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,243,006 | BeginningYearBalanceAmt |
| Contributions | -$28,987 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,322,767 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,000 | OtherExpendituresAmt |
| End Year Balance | $14,211,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,740,339 | BeginningYearBalanceAmt |
| Contributions | -$63,441 | ContributionsAmt |
| Investment Earnings Or Losses | $4,196,108 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,000 | OtherExpendituresAmt |
| End Year Balance | $17,243,006 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.7 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,159,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $533,878 | DepreciationAmt |
| Book Value | $1,625,561 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,994,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,500,590 | DepreciationAmt |
| Book Value | $2,493,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,119,167 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LONG-TERM LEASE LIABILITY | $12,498,140 |
| Advance from Line of Credit | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,998,140 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,036,980 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,510,240 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $86,831 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $197,210 | OtherRevenueAmt |
| Revenue Not Reported | $1,794,281 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,242,699 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,242,699 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,661,481 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $55,503 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $197,210 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $252,713 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,408,768 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,408,768 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2025 AND 2024. 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, 2025 AND 2024. 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 | COGS - 171566 RENTAL EXPENSE - 25644 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | COGS - 171566 RentAL Expense - 25644 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 26 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Artistic/Production Costs | SpecificServicesProvidedTxt |
| Region Total Expenditures | $409,696 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 26 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Subtotal Spent | $409,696 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $409,696 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $749,572 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $720,322 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,576 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $73,367 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $65,579 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $749,572 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $720,322 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,250 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,576 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $73,367 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,579 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $163,522 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$134,272 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD HALL | ||||||||||||||
| ARTISTIC DIRECTOR | $357,253 | $0 | $15,000 | $0 | $50,876 | $0 | $0 | $0 | $24,535 | $0 | $447,664 | $0 | $0 | $0 |
| KIMBERLY MOTES | ||||||||||||||
| EXECUTIVE DIRECTOR | $363,495 | $0 | $15,000 | $0 | $30,728 | $0 | $847 | $0 | $704 | $0 | $410,774 | $0 | $0 | $0 |
| EMILY HANSEN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $186,850 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $600 | $0 | $187,450 | $0 | $0 | $0 |
| RICHARD BOYNTON | ||||||||||||||
| FORMER CREATIVE PRODUCER | $72,315 | $0 | $50,000 | $0 | $123,126 | $0 | $0 | $0 | $15,557 | $0 | $260,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Gross-up tax reimbursement to Kimberly Motes and Edward Hall for taxable relocation expenses. These amounts are included in column B(III) as taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Social club dues were paid on behalf of Edward Hall and Kimberly Motes, to advance fundraising efforts for the organization. As business-related expenses, these dues were not treated as taxable compensation. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | DURING THE 2024 CALENDAR YEAR, RICHARD BOYNTON RECEIVED SEVERANCE PAYMENTS. THE AMOUNTS RECEIVED BY THE INDIVIDUAL ARE INCLUDED IN THE TOTALS IN column (B)(III). The specific amounts are not disclosed due to the confidential nature of the severance agreement. |
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 | Illinois Finance Authority Series 2016 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| Bond Issued | 2016-02-11 | BondIssuedDt |
| Issue Price | $15,100,000 | IssuePriceAmt |
| Purpose | Cultural Facility Revenue Bond | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $11,000,000 | RetiredAmt |
| Total Proceeds | $15,100,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $218,895 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $10,781,105 | CapitalExpendituresAmt |
| Other Spent Proceeds | $4,100,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Northern Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 3.0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $288,932 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DECORATIONS FOR EVENTS | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,141 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - DECORATIONS FOR EVENTS NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee shall have the power and authority to take any and all action which, consistent with applicable law, may be delegated by the board of directors to any of its committees, except as limited by the exclusive delegation of any such matter to one of the other standing committees by the bylaws or by resolution of the board of directors (including by virtue of approving the charter of any standing committee). |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Brayton Alley and Ayodeji Ayodele - Business relationship |
| 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. The independent accountants present the Form 990 to the audit committee for their review and approval. 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 THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, PURSUANT TO AUTHORITY DELEGATED BY THE BOARD THROUGH THE COMMITTEE'S CHARTER. IN DETERMINING APPROPRIATE COMPENSATION, THE COMMITTEE RELIES ON COMPARABILITY DATA, INCLUDING INFORMATION REPORTED ON FORM 990 OF SIMILAR ORGANIZATIONS AND COMPENSATION SURVEYS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DOCUMENTED IN A WRITTEN CONTRACT. A DETAILED COMPENSATION REVIEW WAS LAST CONDUCTED IN 2023 AND IS GENERALLY PERFORMED EVERY 2-3 YEARS. IN INTERVENING YEARS, THE BOARD REVIEWS AND ENSURES COMPLIANCE WITH THE TERMS OF THE CONTRACT. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION FOR EXECUTIVE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, PURSUANT TO AUTHORITY DELEGATED BY THE BOARD THROUGH THE COMMITTEE'S CHARTER. IN DETERMINING APPROPRIATE COMPENSATION, THE COMMITTEE RELIES ON COMPARABILITY DATA, INCLUDING INFORMATION REPORTED ON FORM 990 OF SIMILAR ORGANIZATIONS AND COMPENSATION SURVEYS. COMPENSATION FOR EXECUTIVE OFFICERS IS DOCUMENTED IN A WRITTEN CONTRACT. A DETAILED COMPENSATION REVIEW WAS LAST CONDUCTED IN 2023 AND IS GENERALLY PERFORMED EVERY 2-3 YEARS. IN INTERVENING YEARS, THE BOARD REVIEWS AND ENSURES COMPLIANCE WITH THE TERMS OF THE CONTRACT. |
| 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 XI, Line 8 PRIOR PERIOD ADJUSTMENTS | During the fiscal year ended June 30, 2025, the Theater identified errors in the accounting for certain facility leases and related leasehold improvements. |
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