2016-02-25T06:24:35-06:00 2015-05-31 222027092 WITHUMSMITHBROWN PC 1417 E CONCORD STREET ORLANDO FL 32803 990 2014-06-01 592931698 ORLANDO SHAKESPEARE THEATER INC ORLA 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 RITA LOWNDES BOARD CHAIR 4074471700 2016-02-24 1 EDWARD A HOFMA CPA P00735723 4078491569 2016-02-24 2014 2016-08-17 19:52:53Z RITA LOWNDES 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 3931155 0 X WWW.ORLANDOSHAKES.ORG X 1989 FL 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. 35 34 111 444 0 0 1500878 1985665 963093 1426859 1505 -1017 360016 420930 2825492 3832437 0 0 0 0 1753696 2048548 0 0 165680 1243927 1403917 2997623 3452465 -172131 379972 5675618 6068032 383557 395999 5292061 5672033 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. 0 0 2735092 1341109 THE ORLANDO SHAKESPEARE THEATER 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 2014-2015 SEASON, THE THEATER CONDUCTED 214 PERFORMANCES. LES MISERABLES SOLD 11,082 TICKETS, BEST OF ENEMIES SOLD 3,052 TICKETS, A CHRISTMAS CAROL SOLD 6,200 TICKETS, TO KILL A MOCKING BIRD SOLD 5,594 TICKETS, THE MERRY WIVES OF WINDSOR SOLD 4,232 TICKETS, HENRY V SOLD 3,333 TICKETS, AND BAD DOG SOLD 2,609 TICKETS . PLAYFEST! ALSO SOLD 839 TICKETS ACROSS SEVEN NEW PLAY READINGS. 148645 84385 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, ACTING INTERNSHIPS AND AN APPRENTICE TRAINING PROGRAM. IN 2014-2015, 12 SUMMER CAMPS WERE OFFERED FOR PRE-K THROUGH 12TH GRADE, INCLUDING THE 22ND ANNUAL THE YOUNG COMPANY (A HIGH SCHOOL SHAKESPEARE PERFORMANCE TROUPE) AND THE 9TH ANNUAL SHAKESPEARE WITH HEART (A PARTNERSHIP WITH UNITED CEREBRAL PALSY OF CENTRAL FLORIDA) AND SPONSORED BY THE UCF EXCEPTIONAL EDUCATION DEPARTMENT. 89188 1365 ORLANDO SHAKESPEARE THEATER'S THEATER FOR YOUNG AUDIENCE SERIES FOCUSES ON PRODUCTIONS FOR CHILDREN TO ENGAGE THEM IN THE ARTS. THE THREE PLAY SERIES CONTAINED 142 PERFORMANCES. RAPUNZEL SOLD 5,809 TICKETS, THE MUSICAL ADVENTURES OF FLAT STANLEY SOLD 11,917 TICKETS, AND JAMES AND THE GIANT PEACH SOLD 8,923 TICKETS. 7342 180525 7342 180525 2980267 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 134 0 111 1 0 0 0 0 0 0 0 1 1 0 X 35 34 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X X PJ ALBERT 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 RITA LOWNDES CHAIR 15.00 X X 0 0 0 SUZANNE GILBERT PRESIDENT 15.00 X X 0 0 0 JACK LORD VICE PRESIDENT 15.00 X X 0 0 0 DEAN BOSCO SECRETARY 15.00 X X 0 0 0 JOHN QUIGLEY BOARD MEMBER - EMERITI 5.00 X 0 0 0 SHIRLEY D BIAS VICE PRESIDENT 15.00 X X 0 0 0 SUSAN ARKIN BOARD MEMBER - EMERITI 5.00 X 0 0 0 DR MARY PALMER BOARD MEMBER 5.00 X 0 0 0 CORY TAYLOR BOARD MEMBER 5.00 X 0 0 0 LYN BERELSMAN BOARD MEMBER 5.00 X 0 0 0 STEPHANIE ALLEN BOARD MEMBER 5.00 X 0 0 0 INGRID CORDELL BOARD MEMBER 5.00 X 0 0 0 MARK MIDDLEBROOK BOARD MEMBER 5.00 X 0 0 0 DR JOSE FERNANDEZ BOARD MEMBER 5.00 X 0 0 0 JIM HELSINGER BOARD MEMBER 5.00 X 0 0 0 MARCIA HOPE-GOODWIN BOARD MEMBER 5.00 X 0 0 0 JILL KLING TREASURER 15.00 X X 0 0 0 LOIS SMITH BOARD MEMBER 5.00 X 0 0 0 KEN MARGESON BOARD MEMBER 5.00 X 0 0 0 ANDREA MASSEY-FARRELL BOARD MEMBER 5.00 X 0 0 0 DANIEL MCINTOSH BOARD MEMBER 5.00 X 0 0 0 A BRIAN PHILLIPS BOARD MEMBER 5.00 X 0 0 0 VALERIE PICKERT BOARD MEMBER 5.00 X 0 0 0 LISA PRAST BOARD MEMBER - EMERITI 5.00 X 0 0 0 ALEXIS PUGH BOARD MEMBER 5.00 X 0 0 0 BRYCE WEST BOARD MEMBER 5.00 X 0 0 0 CAROLYN SALIBA BOARD MEMBER 5.00 X 0 0 0 FRANK SANTOS BOARD MEMBER - EMERITI 5.00 X 0 0 0 DR JOHN SCHELL BOARD MEMBER 5.00 X 0 0 0 PATRICIA STRASBERG BOARD MEMBER 5.00 X 0 0 0 VALERIE SHAPIRO BOARD MEMBER 5.00 X 0 0 0 TERESA B COLLING BOARD MEMBER 5.00 X 0 0 0 TRISHA MARGESON BOARD MEMBER-EMERITI 5.00 X 0 0 0 DEBBI TOOHEY BOARD MEMBER-EMERITI 5.00 X 0 0 0 MARILYN GOLDMAN BOARD MEMBER-EMERITI 5.00 X 0 0 0 PJ ALBERT MANAGING DIRECTOR 40.00 X X 72007 0 2853 SCOTT EVANS BOARD MEMBER 5.00 X 0 0 0 JEFFREY MOORE BOARD MEMBER 5.00 X 0 0 0 LISA NASON BOARD MEMBER 5.00 X 0 0 0 CLINTON POWNALL BOARD MEMBER 5.00 X 0 0 0 CHRIS WHITNEY BOARD MEMBER 5.00 X 0 0 0 72007 0 2853 0 0 0 0 0 538893 12360 540000 894412 291403 1985665 THEATER ADMISSIONS 711110 1341109 1341109 EDUCATION INCOME 611710 84385 84385 OTHER PRODUCTION INCOM 711110 1365 1365 1426859 -1017 -1017 207432 26907 180525 180525 180525 312216 12360 71811 240405 240405 3832437 1607384 0 239388 73420 7342 33039 33039 1685676 1501708 94143 89825 170364 149156 13740 7468 119088 98109 13908 7071 12570 12570 218722 194265 2588 21869 120246 82177 34597 3472 123219 90023 33196 35503 35170 193 140 302562 287434 15128 77087 45534 28757 2796 PRODUCTION EXPENSES 440471 440261 210 DONATED MATERIALS 48680 48680 REPAIRS AND MAINTENANCE 24857 408 24449 3452465 2980267 306518 165680 380686 469538 206057 150498 101565 184206 13019 16143 115357 172822 4428747 2381233 2177890 2047514 860769 2681044 2166542 5675618 6068032 25987 39753 357570 356246 383557 395999 X 3090737 2744698 2201324 2327335 600000 5292061 5672033 5675618 6068032 379972 0 X X 0 1 X 1 0 X 1005738 1016491 1346046 1472531 1973305 6814111 1005738 1016491 1346046 1472531 1973305 6814111 126777 6687334 229498 220308 218513 231730 206948 1106997 27424 174 7200 3870 1365 40033 7961141 5028725 0.84000 0.81970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 479697 240000 1298 720995 478354 26 1343 26 479697 471801 5044 1569 60 478354 469127 3081 407 471801 462568 6559 469127 1.00000 0 0 3720885 1726512 1994373 705411 653431 51980 2451 1290 1161 2047514 INVESTMENTS 860769 F 860769 INTEREST IN BUILDING LEASE, NET OF AMORTIZATION 2063020 ENDOWMENTS 99187 OTHER ASSETS 4335 2166542 X 4176510 245355 98718 344073 3832437 0 3832437 3796538 245355 98718 344073 3452465 0 3452465 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 THEATRE'S PLAYFEST. 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, 2015, 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, 2015. 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, 2015, THE FISCAL YEARS 2012 THROUGH 2015 ARE SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 26,907. FUNDRAISING EXPENSES REPORTED WITH REVENUE 71,811. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 26,907. FUNDRAISING EXPENSES REPORTED WITH REVENUE 71,811. GALA 180807 12360 168447 11000 4215 1010 9918 GUILD 136435 136435 23698 17472 2 7334 7334 3300 480 718 324576 12360 312216 11000 31213 1490 28108 71811 240405 X 2 5966 FAIR MARKET VALUE X 1 29998 FAIR MARKET VALUE X LEASED VEHICLE 2 18000 COST X MARKETING MATERIALS 1 16000 COST X STAGE SCENERY 7 7436 COST X COMPUTER SERVICES 3 1631 COST X BEER INVENTORY 2 1575 COST X COMPUTER EQUIPMENT 1 694 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B ALTHOUGH THERE ARE SEPERATE 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 REQEUST. 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.