2025-03-30T10:06:42-04:00 2024-05-31 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2023-06-01 592931698 Orlando Shakespeare Theater Inc % JESSE PEREZ ORLA 4074471700 812 E Rollins Street Orlando FL 32803 JESSE PEREZ DIRECTOR OF FINANCE 4074471700 2025-04-15 true true ERIK A HALLUSKA CPA P01954172 4078491569 2023 2025-03-06 01:10:19Z JESSE PEREZ 812 E Rollins Street Orlando FL 32803 5553545 false X WWW.ORLANDOSHAKES.ORG X 1989 FL TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. 35 35 129 406 0 0 2201219 1915543 1509682 1629306 2433 100945 400286 422813 4113620 4068607 0 0 0 0 2759271 2964356 0 0 198453 1797994 1888814 4557265 4853170 -443645 -784563 6167085 13670980 334327 103726 5832758 13567254 X TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. true true 2337528 1071339 Orlando Shakespeare Theater's Signature Series in Season 35 was a celebration of storytelling, history, and musical brilliance, designed to captivate and inspire audiences with a diverse range of productions. The Signature Series opened with Million Dollar Quartet, a high-energy jukebox musical that brought to life the legendary recording session with Elvis Presley, Johnny Cash, Jerry Lee Lewis, and Carl Perkins. We followed with Shakespeare's The Comedy of Errors, a fast-paced, hilarious tale of mistaken identity and farcical confusion, reminding audiences of the timeless joy of classic comedy. Our season continued with Boulevard of Bold Dreams, a powerful new play that explored the untold story behind Hattie McDaniel's historic Oscar win, highlighting themes of resilience and representation in the entertainment industry. Henry 6, Part 1 marked the beginning of an ambitious journey into Shakespeare's history plays, delving into themes of war, power, and the making of a king. For a provocative and thrilling theatrical experience, Venus in Fur brought a modern, meta-theatrical exploration of gender, power, and seduction. Finally, we closed the season with Ain't Misbehavin', a vibrant, toe-tapping tribute to the Harlem Renaissance and the legendary Fats Waller, celebrating the rich history of jazz and Black artistry. This season was curated to offer a dynamic mix of classical, contemporary, and musical theater, ensuring a compelling experience for all audiences. From history and Shakespeare to laughter and music, Season 35 honored the past while embracing bold new stories for the future. 1058044 484924 Orlando Shakespeare Theater's Season 35 wasn't just about our Signature Series productions-it also brought beloved annual traditions, vibrant live music experiences, and Playfest to our audiences. The holiday season sparkled with our beloved adaptation of A Christmas Carol, a timeless tale of redemption and holiday spirit that continues to warm hearts year after year. For young audiences and families, The True Story of the 3 Little Pigs offered a fresh, hilarious twist on the classic fairy tale, inviting children to see the story from a whole new perspective. We also introduced Playfest, a series of short, thought-provoking plays that showcased emerging voices and experimental storytelling, providing a platform for fresh narratives in an intimate setting. In addition, we continued our popular Cabaret Series in the courtyard, transforming our outdoor space into a lively, music-filled retreat under the stars. Audiences were treated to stellar performances by local favorites, including The Sounds of Soul, Michael Andrew, Chase Padgett, The Vocalitas, and Ebony Carlson, creating unforgettable evenings of live entertainment. This programming complemented our Signature Series, ensuring a well-rounded theatrical experience that celebrated storytelling in all its forms-whether through drama, laughter, music, or innovation. 159373 73043 Orlando Shakespeare Theater's Season 35 Educational Programming continued to inspire and engage students of all ages through a dynamic mix of learning and performance opportunities. Our Summer Camps provided young artists with hands-on theater training, while The Young Company offered aspiring performers the chance to develop their skills in a professional setting. Shakespeare With Heart, our inclusive program, brought together students of all abilities to collaborate on a Shakespeare production, fostering creativity and connection. Additionally, our Educational Classes and School Workshops brought theater into the classroom, using performance to enhance literacy, confidence, and a love for storytelling. Through these programs, we nurtured the next generation of artists and theater lovers, making the magic of live performance accessible to all. 3554945 true true false false false false false false false true true true false true false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 134 0 true 129 true false false false false false true true false true true false false false X 35 35 false false false false false false false true false false false true true true true true true true true false X X JESSE PEREZ 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 DOUGLAS A LOVE MANAGING DIRECTOR (THRU 07/23) 40.0 0.0 X 50384 0 7972 LAWRENCE R MABREY MGN DIRECTOR(11/23 TO 5/24) 40.0 0.0 X 9231 0 0 RITA LOWNDES CHAIR 3.0 0.0 X X 0 0 0 Dr JOHN RICK SCHELL PRESIDENT 3.0 0.0 X X 0 0 0 A NONI HOLMES-KIDD VICE PRESIDENT 3.0 0.0 X X 0 0 0 DR JESSICA VAUGHT AVILES 2ND VICE PRESIDENT 3.0 0.0 X X 0 0 0 DANIEL MCLNTOSH SECRETARY 3.0 0.0 X X 0 0 0 JANET ZIOMEK TREASURER 3.0 0.0 X X 0 0 0 Andrea Massey-Farrell IMMEDIATE PAST PRESIDENT 3.0 0.0 X X 0 0 0 SUSAN ARKIN BOARD MEMBER 1.0 0.0 X 0 0 0 ANDREW ASHER BOARD MEMBER 1.0 0.0 X 0 0 0 BERNARD AUSTIN BOARD MEMBER 1.0 0.0 X 0 0 0 DANIEL GALANTE BOARD MEMBER 1.0 0.0 X 0 0 0 SUZANNE GILBERT BOARD MEMBER 1.0 0.0 X 0 0 0 GRANT GRIBBLE BOARD MEMBER 1.0 0.0 X 0 0 0 ROB HENLON BOARD MEMBER 1.0 0.0 X 0 0 0 JENNIFER KEEHBAUCH BOARD MEMBER 1.0 0.0 X 0 0 0 Linda Landman-Gonzalez BOARD MEMBER 1.0 0.0 X 0 0 0 FRANCILLE MACFARLAND BOARD MEMBER 1.0 0.0 X 0 0 0 MACK MACLAUGHLIN BOARD MEMBER 1.0 0.0 X 0 0 0 SHONN MCCLOUD BOARD MEMBER 1.0 0.0 X 0 0 0 ROSY MILLS BOARD MEMBER 1.0 0.0 X 0 0 0 ALONZO MITCHELL BOARD MEMBER 1.0 0.0 X 0 0 0 MARY PALMER BOARD MEMBER 1.0 0.0 X 0 0 0 A Brian Phillips BOARD MEMBER 1.0 0.0 X 0 0 0 SASCHA RIZZO BOARD MEMBER 1.0 0.0 X 0 0 0 ELLEN SNYDER BOARD MEMBER 1.0 0.0 X 0 0 0 TERRY TORRES BOARD MEMBER 1.0 0.0 X 0 0 0 ALVIN WANG BOARD MEMBER 1.0 0.0 X 0 0 0 DOTTIE WATSON BOARD MEMBER 1.0 0.0 X 0 0 0 CHERYL ZACKERY BOARD MEMBER 1.0 0.0 X 0 0 0 MIKE KILBRIDE BOARD MEMBER 1.0 0.0 X 0 0 0 JEFFREY MOORE BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL WAINSTEIN BOARD MEMBER 1.0 0.0 X 0 0 0 SCOTT EVANS BOARD MEMBER 1.0 0.0 X 0 0 0 MARCIA HOPE GOODWIN BOARD MEMBER 1.0 0.0 X 0 0 0 ROSEANN HARRINGTON BOARD MEMBER 1.0 0.0 X 0 0 0 59615 0 7972 0 false false false 0 979019 314583 621941 1915543 THEATER ADMISSIONS 711110 1556263 1556263 EDUCATION INCOME 611710 73043 73043 1629306 13279 0 13279 0 0 193732 11266 182466 0 182466 182466 1436384 1348718 87666 87666 87666 131467 55255 76212 76212 0 0 0 233834 69699 164135 164135 0 4068607 1629306 0 523758 0 0 0 0 121538 92040 24420 5078 0 2518316 1907118 505989 105209 24553 22456 1641 456 115257 105413 7702 2142 184692 141168 37091 6433 0 0 30591 30591 0 0 0 0 276969 273273 1475 2221 226935 118686 106486 1763 0 0 496015 193843 241990 60182 33383 31754 1203 426 0 0 0 0 248421 223579 24842 77420 29202 48081 137 PRODUCTION EXPENSES 436844 414673 7765 14406 REPAIRS AND MAINTENANCE 62236 1740 60496 4853170 3554945 1099772 198453 X 2913049 1565583 0 0 0 0 35888 39982 0 0 0 0 0 0 8981 31234 1332 0 5104587 4093224 1249121 1011363 0 0 1001595 1992646 0 0 0 0 957119 9030172 6167085 13670980 14463 38924 0 0 319864 64802 0 0 0 0 0 0 0 0 0 0 0 0 334327 103726 X 3949890 3599033 1882868 9968221 5832758 13567254 6167085 13670980 -784563 120445 8398614 X X false true X true false X 1678800 2291704 2979544 2201219 1915543 11066810 0 0 1678800 2291704 2979544 2201219 1915543 11066810 463678 10603132 135765 48376 166139 204372 195745 750397 0 289215 62914 220076 337836 365301 1275342 13092549 6345980 0.80986 0.80500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750000 750000 750000 750000 779861 -29861 750000 816938 120170 157247 779861 809318 27415 19796 816937 0.20000 0.80000 0.00000 false false 4005255 3160747 844508 1033978 908828 125150 65354 23649 41705 1011363 EXCHANGE TRADED FUNDS 659080 F MUTUAL FUNDS 737054 F BONDS 596512 F 1992646 INTEREST IN BLDG LEASE, NET 9029673 OTHER ASSETS 499 9030172 0 0 X 12726779 120445 8401507 136220 8658172 4068607 4068607 4992283 2893 136220 139113 4853170 4853170 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR DIFFERENT PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ORGANIZATION'S CULTURAL ENDOWMENT FUND WAS ESTABLISHED FOR THE PURPOSE OF RAISING $360,000 FOR THE ORGANIZATION. THIS IS PART OF THE BOARD DESIGNATED ENDOWMENT. ON JULY 21, 2014, THIS WAS MATCHED IN PART BY THE STATE OF FLORIDA IN THE AMOUNT OF $240,000, WITH A CONDITION OF THE CONTINUATION OF THE PROGRAM. THE ACTION BY THE STATE TO MATCH HAS CREATED A DONOR-RESTRICTED ENDOWMENT, WITH AN ENDOWMENT TOTALING $600,000 IN PRINCIPAL. THE PRINCIPAL ON THIS ENDOWMENT WILL NOT BE SPENT; HOWEVER, INCOME EARNED ON THE INVESTMENT CAN BE USED TO FUND OPERATIONS OF THE ORGANIZATION. RISK PARAMETERS THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO PRESERVE THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS CONSERVATIVE AND ASSUMES A MINIMAL LEVEL OF INVESTMENT RISK. THE ORGANIZATION'S GOAL IS FOR ITS ENDOWMENT FUND TO PROVIDE A RATE OF RETURN OVER A MARKET CYCLE (3 TO 5 YEARS) TO EXCEED THE RATE OF INFLATION (AS MEASURED BY THE CONSUMER PRICE INDEX) PLUS 5%. PART X, LINE 2: The Organization is a not-for-profit corporation exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is subject to a tax on income from any unrelated business. At May 31, 2024 and 2023, the Organization did not incur any income tax liabilities from unrelated business income. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the Organization in its tax returns. The Organization's status as a tax-exempt entity is defined as a tax position. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by the Organization in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that the Organization has any material uncertain tax positions at May 31, 2024 and 2023. In the event interest and penalties were due relating to an unsustainable tax position, they would be treated as a component of income tax expense. PART XI, LINE 2D - OTHER ADJUSTMENTS $55,255 FUNDRAISING EXPENSES REPORTED WITH REVENUE $11,266 RENTAL EXPENSES REPORTED WITH REVENUE $69,699 COST OF GOODS SOLD REPORTED WITH REVENUES ---------- $136,220. PART XII, LINE 2D - OTHER ADJUSTMENTS $55,255 FUNDRAISING EXPENSES REPORTED WITH REVENUE $11,266 RENTAL EXPENSES REPORTED WITH REVENUE $69,699 COST OF GOODS SOLD REPORTED WITH REVENUES ---------- $136,220. GALA 131467 131467 55255 0 131467 131467 55255 55255 76212 FORM 990, PART VI, SECTION A, LINE 8B: ALTHOUGH THERE ARE SEPARATE COMMITTEES, MINUTES ARE ONLY KEPT FOR THE MAIN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C: EVERY YEAR EACH BOARD MEMBER SIGNS A NEW CONFLICT OF INTEREST POLICY. THE ORGANIZATION MONITORS HOW BOARD MEMBERS ARE INVOLVED WITH THE ORGANIZATION BASED ON COMMITTEES AND VENDORS. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION OF KEY EXECUTIVE EMPLOYEES OF THE ORGANIZATION ARE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST USING APPROPRIATE RELEVANT COMPARABILITY DATA TO DETERMINE THE COMPENSATION AMOUNT. RELEVANT COMPARABILITY DATA INCLUDES COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR COMPARABLE POSITIONS, AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AND ACTUAL WRITTEN COMPETING OFFERS FOR THE INDIVIDUAL'S SERVICES. INFORMATION TO DETERMINE THE COMPENSATION IS GATHERED AND THE DECISION IS DOCUMENTED IN THE BOARD MINUTES AND IN THE EMPLOYEE'S FILE. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE FROM THE PRIOR YEAR. FORM 990, PART VI, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. ONCE COMPLETE, THE DRAFT FORM IS SENT TO THE BOARD FOR COMMENTS AND EVALUATION. ONCE AGREED UPON THE FINAL DRAFT VERSION OF THE FORM 990, THE CPA FIRM THEN FILES THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART III, LINE 2 MILLION DOLLAR QUARTET AND AIN'T MISBEHAVIN' MUSICALS WERE STARTED DURING THE FISCAL YEAR 05/31/2024. FORM 990, PART III, LINE 3 KINKY BOOTS AND JUKEBOX STYLE MUSICAL WERE CEASED DURING FISCAL YEAR 05-31-2024.