2021-04-05T16:06:58-05:00 2020-05-31 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2019-06-01 592931698 Orlando Shakespeare Theater Inc % DOUGLAS LOVE ORLA 4074471700 812 E Rollins Street Suite 100 Orlando FL 32803 DOUGLAS LOVE MANAGING DIRECTOR 4074471700 2021-02-28 true ERIK A HALLUSKA CPA P01954172 4078491569 2019 2022-09-23 18:48:47Z DOUGLAS LOVE 812 E Rollins Street100 Orlando FL 32803 3730171 false X WWW.ORLANDOSHAKES.ORG X 1989 FL TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. 34 33 140 379 0 1561738 1678800 1804339 1447375 1044 -10197 375793 352922 3742914 3468900 0 0 0 0 2423194 2398080 0 0 207476 1515216 1517804 3938410 3915884 -195496 -446984 5666235 5645498 856834 1200367 4809401 4445131 TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. false false 2876708 2871132 THE ORLANDO SHAKESPEARE THEATER'S 31ST SEASON INCLUDED A SEVEN-PLAY SIGNATURE SERIES WITH A CAST OF PROFESSIONAL ACTORS FROM AROUND THE COUNTRY AND PLAYFEST WHICH IS FOCUSED ON BRINGING NEW PLAYS TO LIFE. OUR SEASON WAS CUT SHORT BY ONE PLAY POSTPONED DUE TO COVID-19 DURING THE 2019-2020 SEASON, THE THEATER CONDUCTED 168 SIGNATURE SERIES AND PLAYFEST PERFORMANCES. EVITA SOLD 8,870 TICKETS, MACBETH SOLD 5,005 TICKETS, CHRISTMAS AT PEMBERLY SOLD 5,840 TICKETS, BECOMING DR RUTH, SOLD 3,155 TICKETS, THREE MUSKETEERS SOLD 5,575 TICKETS, HENRY IV PART 1 SOLD 4,062 TICKETS, PLAYFEST SOLD 672 TICKETS ACROSS SIX NEW PLAY READINGS. 672 TICKETS ACROSS SIX NEW PLAY READINGS. 247550 461353 ORLANDO SHAKESPEARE THEATER'S CHILDREN'S SERIES FOCUSES ON PRODUCTIONS FOR CHILDREN TO ENGAGE THEM IN THE ARTS. THE THREE-PLAY SERIES WAS CUT TO TWO PLAYS DUE TO COVID 19. 106 PERFORMANCES WERE PRESENTED. SNOW WHITE SOLD 6,283 TICKETS, MISS NELSON IS MISSING SOLD 10,556 TICKETS, AND JACK AND THE BEANSTALK SOLD 12,834 TICKETS. 73167 136415 ORLANDO SHAKESPEARE THEATER'S EDUCATIONAL PROGRAMS INCLUDE STUDENT MATINEES, IN SCHOOL ARTS INTEGRATION PROGRAMS FOR PRE-K THROUGH 12TH GRADE, PUBLIC WEEKEND CLASSES, SUMMER CAMPS, AND ACTING AND PRODUCTION INTERNSHIPS. AND AN APPRENTICE TRAINING PROGRAM. IN 2019-2020, 16 SUMMER CAMPS WERE OFFERED FOR PRE-K THROUGH 12TH GRADE, INCLUDING THE 29TH ANNUAL THE YOUNG COMPANY (A HIGH SCHOOL SHAKESPEARE PERFORMANCE TROUPE) AND THE 15TH ANNUAL SHAKESPEARE WITH HEART (A PARTNERSHIP WITH UNITED CEREBRAL PALSY OF CENTRAL FLORIDA) AND SPONSORED BY THE UCF EXCEPTIONAL EDUCATION DEPARTMENT OF CENTRAL FLORIDA) AND SPONSORED BY THE UCF EXCEPTIONAL EDUCATION DEPARTMENT.) 3197425 true true false false false false false false false true true true false true true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 72 0 true 140 true false false false false false true true false true true false false false X 34 33 false false false false false false false true false false false true true true true true true true true false X X DOUGLAS LOVE 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 DOUGLAS LOVE-RAMOS BOARD MEMBER 5.0 0.0 X 34319 0 3846 RITA LOWNDES CHAIR - COMMUNITY LEADER 15.0 0.0 X X 0 0 0 DEAN BOSCO BOARD MEMBER 5.0 0.0 X 0 0 0 ANDREA MASSEY-FARRELL PRESIDENT 40.0 0.0 X X 0 0 0 SUSAN ARKIN BOARD MEMBER 5.0 0.0 X 0 0 0 ANDREW ASHER BOARD MEMBER 5.0 0.0 X 0 0 0 SCOTT EVANS BOARD MEMBER 5.0 0.0 X 0 0 0 RENEE MALONEY TREASURER 15.0 0.0 X X 0 0 0 GRANT GRIBBLE BOARD MEMBER 5.0 0.0 X 0 0 0 JIM HELSINGER BOARD MEMBER 5.0 0.0 X 0 0 0 MARCIA HOPE-GOODWIN BOARD MEMBER 5.0 0.0 X 0 0 0 DR JENNIFER KEEBAUCH BOARD MEMBER 5.0 0.0 X 0 0 0 MICHAEL WAINSTEIN BOARD MEMBER 5.0 0.0 X 0 0 0 KEN MARGESON BOARD MEMBER 5.0 0.0 X 0 0 0 DANIEL MCINTOSH BOARD MEMBER 5.0 0.0 X 0 0 0 MARK MIDDLEBROOK BOARD MEMBER 5.0 0.0 X 0 0 0 JEFFREY MOORE BOARD MEMBER 5.0 0.0 X 0 0 0 DR MARY PALMER BOARD MEMBER 5.0 0.0 X 0 0 0 CLINTON POWNALL VICE PRESIDENT 15.0 0.0 X X 0 0 0 JOHN QUIGLEY BOARD MEMBER 5.0 0.0 X 0 0 0 DR RICK SCHELL BOARD MEMBER 5.0 0.0 X 0 0 0 VALERIA SHAPIRO SECRETARY 15.0 0.0 X X 0 0 0 ELLEN SNYDER BOARD MEMBER 5.0 0.0 X 0 0 0 CORY TAYLOR BOARD MEMBER 5.0 0.0 X 0 0 0 TERRY TORRES BOARD MEMBER 5.0 0.0 X 0 0 0 DR JESSICA VAUGHT AVILES VICE PRESIDENT 15.0 0.0 X X 0 0 0 KIM ASHBY BOARD MEMBER 5.0 0.0 X 0 0 0 LINDA LANDMAN GONZALEZ BOARD MEMBER 5.0 0.0 X 0 0 0 MARITZA MARTINEZ BOARD MEMBER 5.0 0.0 X 0 0 0 LINDA WINTER BOARD MEMBER 5.0 0.0 X 0 0 0 A NONI HOLMES-KIDD BOARD MEMBER 5.0 0.0 X 0 0 0 JANET ZIOMEK BOARD MEMBER 5.0 0.0 X 0 0 0 ROSEANN HARRINGTON BOARD MEMBER 5.0 0.0 X 0 0 0 FRANCILLE MACFARLAND BOARD MEMBER 5.0 0.0 X 0 0 0 34319 0 3846 0 false false false 0 629298 222183 827319 17697 1678800 THEATER ADMISSIONS 711110 1381874 1381874 EDUCATION INCOME 611710 65501 65501 1447375 9107 9107 0 0 126658 2455 124203 0 124203 154984 174288 -19304 -19304 289215 84528 204687 0 0 0 0 0 0 MISCELLANEOUS INCOME 711110 24032 24032 24032 3468900 1471407 9107 0 0 0 0 53077 42958 6807 3312 0 2020080 1634950 259061 126069 0 198524 171814 24076 2634 126399 102201 15968 8230 0 0 13647 261 13386 0 0 0 0 163338 159839 3499 109523 63597 43277 2649 0 0 142586 86885 55701 40538 40288 250 0 0 0 0 316226 284603 31623 83906 48991 34506 409 PRODUCTION EXPENSES 568809 553303 15506 REPAIRS AND MAINTENANCE 34313 7735 26578 BAD DEBT EXPENSE 3500 3500 DONATED MATERIALS 41418 41418 3915884 3197425 510983 207476 X 821252 1474806 325125 105379 0 0 220980 44984 0 0 0 0 0 0 37702 37444 193558 107125 4645240 3213665 1502979 1431575 0 0 937075 958320 0 0 0 0 1627564 1485865 5666235 5645498 44165 194283 0 0 812669 655384 0 0 0 0 0 0 0 0 0 0 0 350700 856834 1200367 X 2381613 2154196 2427788 2290935 4809401 4445131 5666235 5645498 -446984 60318 22396 X X false true X true false X 1473779 1515120 1641150 1561738 1678800 7870587 0 0 1473779 1515120 1641150 1561738 1678800 7870587 1146791 6723796 221178 314611 278672 184882 135765 1135108 0 525 4303 1329 24032 30189 9035884 0.74412 0.86988 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 809318 27415 19796 816937 830087 -1674 19095 809318 776135 54955 1003 830087 725217 50918 776135 720995 5 4217 725217 1.00000 false false 3847605 2471741 1375865 795183 739473 55710 2451 2451 1431575 EXCHANGE TRADED FUNDS 287265 F MUTUAL FUNDS 671055 F 958320 INTEREST IN BLDG LEASE, NET 1371505 QUASI - ENDOWMENTS 100060 OTHER ASSETS 14300 1485865 0 PPP LOAN PAYABLE 340700 EIDL LOAN PAYABLE 10000 350700 X 3638597 60318 22396 86983 169697 3468900 3468900 4002867 86983 86983 3915884 3915884 PART V, LINE 4: THE CULTURAL ENDOWMENT PROGRAM FUNDS SHALL BE USED TO SUPPORT THE PURPOSES AND PROGRAMS OF THE ORLANDO SHAKESPEARE THEATER IN SUCH A MANNER AS THE BOARD SHALL FROM TIME TO TIME DETERMINE. THE PLAYLAB ENDOWMENT SHALL BE HELD AND ADMINISTERED EXCLUSIVELY TO SUPPORT THE ACTIVITIES OF THE FESTIVAL'S PLAYLAB. 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, 2020 AND 2019, 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, 2020 AND 2019. 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 $84,528 FUNDRAISING EXPENSES REPORTED WITH REVENUE $2,455 RENTAL EXPENSES REPORTED WITH REVENUE ---------- $86,983 PART XII, LINE 2D - OTHER ADJUSTMENTS $84,528 FUNDRAISING EXPENSES REPORTED WITH REVENUE $2,455 RENTAL EXPENSES REPORTED WITH REVENUE ---------- $86,983 GALA 158581 158581 25855 GUILD 120246 120246 51115 2 10389 10389 7559 289216 289216 84529 84529 204687 X 10758 FAIR MARKET VALUE X IT SERVICES 11 22395 FAIR MARKET VALUE X SUPPLIES 8 4770 COST X AUCTION ITEMS 4 1630 COST X TENT RENTAL 1 415 FAIR MARKET VALUE X FURNITURE 1 1100 COST X GIFT CARDS 1 350 COST false false false SCHEDULE M, PART I, COLUMN (B) FOOD INVENTORY, SUPPLIES, AND SERVICES ARE BASED ON NUMBER OF EVENTS. PRINTERS AND TICKETS ARE BASED ON THE NUMBER OF GOODS RECEIVED. 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.