2018-01-31T16:05:46-06:00 2017-05-31 HURRICANE IRMA WITHUMSMITHBROWNPC 200 S ORANGE AVE SUITE 1200 ORLANDO FL 328013400 990 2016-06-01 592931698 ORLANDO SHAKESPEARE THEATER INC % PJ ALBERT ORLA 4074471700 812 E ROLLINS STREET Suite 100 ORLANDO FL 32803 PJ ALBERT MANAGING DIRECTOR 4074471700 2018-01-31 true EDWARD A HOFMA CPA P00735723 4078491569 97.68.159.20 22006220180315000184 2018-01-31 P B4E3E4D08D0A0D7BE2CE786FD34F1E6E6940A25E E7A7CFE9CBE0BDA1D4F4925BE1BAF3294597FE39 2016 2021-01-29 14:40:06Z PJ ALBERT 812 E ROLLINS STREET100 ORLANDO FL 32803 3690093 false X WWW.ORLANDOSHAKES.ORG X 1989 FL SEE SCHEDULE O 35 34 111 345 0 1473779 1515120 1313758 1559138 1512 86015 416288 397006 3205337 3557279 0 0 0 0 2199915 2289575 0 0 141815 1375143 1434550 3575058 3724125 -369721 -166846 6005359 5925342 703047 789876 5302312 5135466 WITH SHAKESPEARE AS OUR STANDARD AND INSPIRATION, THE ORLANDO SHAKESPEARE THEATER, INC. PRODUCES BOLD PROFESSIONAL THEATER, DEVELOPS NEW PLAYS, AND PROVIDES INNOVATIVE EDUCATIONAL EXPERIENCES THAT ENRICH OUR COMMUNITY. false false 2699439 1296654 The Orlando Shakespeare Theaters season includes a seven-play signature series with a cast of professional actors from around the country and Playfest! focused on bringing new plays to life. During the 2016-2017 season, the theater conducted 230 performances. West Side Story sold 10,156 tickets, Dr. Jekyll and Mr. Hyde sold 4,802 tickets, Every Christmas Story Ever Told sold 7,628 tickets, The Great Gatsby sold 8,172 tickets, Loves Labours Lost sold 5,287 tickets, Blackberry Winter sold 2,817 tickets, and Antony and Cleopatra sold 4,752 tickets . Playfest! sold 801 tickets across seven new play readings. 319300 180109 Orlando Shakespeare Theaters Theater for Young Audience series focuses on productions for children to engage them in the arts. The three play series contained 133 performances. Beauty and the Beast sold 6,024 tickets, Stuart Little sold 11,032 tickets, and Pinkalicious sold 7,823 tickets. 141848 82375 Orlando Shakespeare Theaters Educational programs include student matinees, in school arts integration programs for pre-k through 12th grade, public weekend classes, summer camps, acting internships and an apprentice training program. In 2016-2017, 15 summer camps were offered for pre-k through 12th grade, including the 23rd annual The Young Company ( a high school Shakespeare performance troupe) and the 10th annual Shakespeare with Heart ( a partnership with United Cerebral Palsy of Central Florida) and sponsored by the UCF exceptional education department. 3160587 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 true false false false false false false false false true 135 0 true 111 true false false false false false true true false true true false X 35 34 true false false false false false false true false false false true true true true true true true true false FL X X PJ ALBERT 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 RITA LOWNDES CHAIR 15.0 0.0 X X 0 0 0 DEAN BOSCO PRESIDENT 15.0 0.0 X X 0 0 0 ANDREA MASSEY-FARRELL VICE PRESIDENT 15.0 0.0 X X 0 0 0 SUZANNE GILBERT SECOND VICE PRESIDENT 15.0 0.0 X X 0 0 0 BRYCE WEST SECRETARY 15.0 0.0 X X 0 0 0 JILL BOSCO TREASURER 5.0 0.0 X X 0 0 0 PJ ALBERT MANAGING DIRECTOR 40.0 0.0 X X 75620 0 3185 SUSAN ARKIN BOARD MEMBER 5.0 0.0 X 0 0 0 KIM ASHBY 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 MARSHA EWING BOARD MEMBER 5.0 0.0 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 LINDA LANDMAN GONZALEZ BOARD MEMBER 5.0 0.0 X 0 0 0 RENEE MALONEY 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 LISA NASON BOARD MEMBER 5.0 0.0 X 0 0 0 LAFONTAINE OLIVER BOARD MEMBER 5.0 0.0 X 0 0 0 DR MARY PALMER BOARD MEMBER 5.0 0.0 X 0 0 0 A BRIAN PHILLIPS BOARD MEMBER 5.0 0.0 X 0 0 0 CLINTON POWNALL BOARD MEMBER 5.0 0.0 X 0 0 0 LISA PRAST BOARD MEMBER 5.0 0.0 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 BOARD MEMBER 5.0 0.0 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 BOARD MEMBER 5.0 0.0 X 0 0 0 MICHAEL WAINSTEIN BOARD MEMBER 5.0 0.0 X 0 0 0 ALLIE WILKERSON BOARD MEMBER 5.0 0.0 X 0 0 0 MARILYN GOLDMAN BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 TRISHA MARGESON BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 FRANK SANTOS BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 PATRICIA STRASBERG BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 DEBBI TOOHEY BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 ALEXIS PUGH BOARD MEMBER-EMERITI 5.0 0.0 X 0 0 0 75620 0 3185 0 false false false 0 514811 242465 757844 56845 1515120 THEATER ADMISSIONS 711110 1469156 1469156 EDUCATION INCOME 611710 89982 89982 1559138 86015 86015 0 0 228596 24117 204479 0 204479 204479 0 301224 108697 192527 192527 0 0 0 0 0 0 0 3557279 1559138 483021 0 0 0 0 84892 8490 38201 38201 0 1914231 1640653 193468 80110 0 166016 141533 16898 7585 124436 100007 15626 8803 0 0 12641 12641 0 0 0 300 300 162386 157165 1204 4017 84774 50401 32437 1936 0 0 121189 85022 36167 38226 34222 3986 18 0 0 0 0 305555 290277 15278 109815 79116 29554 1145 PRODUCTION EXPENSES 514097 514097 REPAIRS AND MAINTENANCE 28722 2459 26263 DONATED MATERIALS 56845 56845 3724125 3160587 421723 141815 703328 750972 136775 200109 0 0 192391 182559 0 0 0 0 0 0 15572 15553 146813 193047 4471923 2697453 1922028 1774470 0 0 864100 921536 0 0 0 0 2024352 1887096 6005359 5925342 28132 42500 0 0 674915 747376 0 0 0 0 0 0 0 0 0 0 0 0 703047 789876 X 2532246 2460252 2170066 2075214 600000 600000 5302312 5135466 6005359 5925342 -166846 X X false true X true false X 1346046 1500878 1985665 1473779 1515120 7821488 0 0 1346046 1500878 1985665 1473779 1515120 7821488 62863 7758625 218513 231730 206948 221178 314725 1193094 0 7200 3870 1365 525 4303 17263 9031845 0.85903 0.85810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 725217 50918 776135 720995 5 4217 725217 479697 240000 1298 720995 478354 26 1343 26 479697 471801 5044 1569 60 478354 false false 3743301 2022419 1720882 726171 672764 53407 2451 2270 181 1774470 INVESTMENTS 921536 F 921536 INTEREST IN BUILDING LEASE, NE 1786414 ENDOWMENTS 100258 OTHER ASSETS 424 1887096 0 0 3907686 217588 132819 350407 3557279 3557279 4074532 217588 132819 350407 3724125 3724125 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, 2017 AND 2016, 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, 2017 AND 2016. 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. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. AT MAY 31, 2017, THE FISCAL YEARS 2014 THROUGH 2017 ARE SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS RENTAL EXPENSES REPORTED WITH REVENUE 24,117 FUNDRAISING EXPENSES REPORTED WITH REVENUE 108,702 --------- TOTAL TO SCHEDULE D, PART XI, LINE 2D 132,819 PART XII, LINE 2D - OTHER ADJUSTMENTS RENTAL EXPENSES REPORTED WITH REVENUE 24,117 FUNDRAISING EXPENSES REPORTED WITH REVENUE 108,702 --------- TOTAL TO SCHEDULE D, PART XI, LINE 2D 132,819 GALA 126808 126808 8577 33817 GUILD 148036 148036 29805 22965 2 26380 26380 13533 301224 301224 38382 70315 108697 192527 X 2 10966 FAIR MARKET VALUE X 2 5000 COST X PRINTING 15 24642 COST false false false SCHEDULE M, PART I, COLUMN (B) REAL ESTATE - OTHER IS FOR HOTEL ROOM NIGHTS, FOOD INVENTORY IS BASED ON NUMBER OF EVENTS, AND PRINTING IS BY THE PIECE. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ORLANDO SHAKESPEARE IS A CLASSICAL NON-PROFIT THEATER THAT PRODUCES TEN PLAYS EACH YEAR AND HOSTS PLAYFEST FOR NEW PLAYS, EDUCATIONAL CLASSES, CAMPS, AND EXPERIENCES. FORM 990, PART VI, SECTION A, LINE 2: DEAN BOSCO AND JILL BOSCO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B: ALTHOUOGH THERE ARE SEPARATE COMMITTEES, MINUTES ARE ONLY KEPT FOR THE MAIN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11: THE ORGANIZATION'S CONTROLLER REVIEWS THE FORM 990 BEFORE IT IS SIGNED AND FILED BY THE BOARD CHAIR. THE FORM 990 IS ALSO REVIEWED BY THE BOARD MEMBERS AND VOTED ON, PRIOR TO ISSUANCE 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, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS 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.