2015-01-30T09:40:08-06:00 2014-05-31 593214308 AVERETT WARMUS DURKEE PA 1417 E CONCORD STREET ORLANDO FL 32803 990 2013-06-01 592931698 ORLANDO SHAKESPEARE THEATER INC ORLA 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 RITA LOWNDES BOARD CHAIR 4074471700 2015-01-20 1 EDWARD A HOFMA CPA P00735723 4078491569 2015-01-20 2013 2016-04-25 22:37:26Z RITA LOWNDES 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 2917539 0 X WWW.ORLANDOSHAKES.ORG X 1989 FL 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. 37 36 108 600 0 0 1346046 1500878 983823 963093 1740 1505 354657 360016 2686266 2825492 0 0 0 0 1486713 1753696 0 0 139452 1227711 1243927 2714424 2997623 -28158 -172131 5777037 5675618 312845 383557 5464192 5292061 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 2347503 1063021 THE ORLANDO SHAKESPEARE THEATER SEASON INCLUDES A SIX-PLAY SIGNATURE SERIES WITH A CAST OF PROFESSIONAL ACTORS FROM AROUND THE COUNTY AND A TWO-PLAY STUDIO SERIES (ALONG WITH PLAYFEST!) FOCUSED ON BRINGING NEW PLAYS TO LIFE. DURING THE 2013-2014 SEASON, THE THEATER CONDUCTED 206 PERFORMANCES. THE TAMING OF THE SHREW SOLD 3,339 TICKETS, DRACULA SOLD 2,259 TICKETS, IT'S A WONDERFUL LIFE RADIO PLAY SOLD 4,257 TICKETS, NICHOLAS NICKLEBY PARTS 1 AND 2 SOLD 3,270 AND 3,049 TICKETS RESPECTIVELY, JULIUS CAESAR SOLD 2,694 TICKETS. THE CORTEZ METHOD SOLD 791 TICKETS AND PLUTO SOLD 849 TICKETS. PLAYFEST! ALSO SOLD 743 TICKETS ACROSS SEVEN NEW PLAY READINGS. 127582 57773 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 2013-2014, 12 SUMMER CAMPS WERE OFFERED FOR PRE-K THROUGH 12TH GRADE, INCLUDING THE 21ST ANNUAL THE YOUNG COMPANY (A HIGH SCHOOL SHAKESPEARE PERFORMANCE TROUPE) AND THE 8TH ANNUAL SHAKESPEARE WITH HEART (A PARTNERSHIP WITH UNITED CEREBRAL PALSY OF CENTRAL FLORIDA) AND SPONSORED BY THE UCF EXCEPTIONAL EDUCATION DEPARTMENT. 76549 34664 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 136 PERFORMANCES. SLEEPING BEAUTY SOLD 2,524 TICKETS, A MAGIC TREEHOUSE ADVENTURE N.O. SOLD 3,064 TICKETS, AND THE TRUE STORY OF THE 3 LITTLE PIGS SOLD 1,856 TICKETS. 2551634 1 1 0 0 0 0 0 0 0 1 1 0 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 1 103 0 1 108 1 0 0 0 0 0 0 0 0 X 37 36 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL 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 VICE PRESIDENT 15.00 X X 0 0 0 JOHN QUIGLEY TREASURER 15.00 X X 0 0 0 SHIRLEY D BIAS SECRETARY 15.00 X X 0 0 0 KEITH HESSE IMMEDIATE PAST PRESIDENT 15.00 X X 0 0 0 SUSAN ARKIN BOARD MEMBER 5.00 X 0 0 0 KIMBERLY ASHBY BOARD MEMBER 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 BARBARA JENKINS BOARD MEMBER 5.00 X 0 0 0 JILL KLING BOARD MEMBER 5.00 X 0 0 0 LOIS SMITH BOARD MEMBER 5.00 X 0 0 0 SUSAN CONNELLY 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-EMERITI 5.00 X 0 0 0 CHRISTOPHER NIESS 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 5.00 X 0 0 0 ALEXIS PUGH BOARD MEMBER 5.00 X 0 0 0 JANET RAPP 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 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 62063 0 2660 62063 0 2660 0 0 0 0 0 515301 28347 185563 771667 77696 1500878 THEATER ADMISSIONS 711110 888628 888628 EDUCATION INCOME 611710 70595 70595 OTHER PRODUCTION INCOM 711110 3870 3870 963093 1505 1505 230225 37860 192365 192365 192365 221838 28347 54187 167651 167651 2825492 1155458 0 169156 69359 69359 1430569 1219169 134465 76935 150760 132500 15091 3169 103008 84045 12825 6138 12570 12570 7550 7550 226963 182458 1604 42901 83476 47449 27949 8078 125142 91468 33674 26254 24985 1228 41 307778 292389 15389 60582 32319 26073 2190 PRODUCTION EXPENSES 290247 290247 DONATED MATERIALS 77696 77696 REPAIRS AND MAINTENANCE 25669 25669 2997623 2551634 306537 139452 351614 380686 27755 206057 147787 101565 13019 87206 115357 4394864 2216974 2329050 2177890 2833625 2681044 5777037 5675618 35763 25987 277082 357570 312845 383557 X 3124565 3090737 2339627 2201324 5464192 5292061 5777037 5675618 -172131 0 X X 0 1 X 1 0 X 885218 1005738 1016491 1346046 1472531 5726024 885218 1005738 1016491 1346046 1472531 5726024 97680 5628344 9203 229498 220308 218513 231730 909252 192040 27424 174 7200 3870 230708 6865984 4586647 0.81970 0.83480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 478354 26 1343 26 479697 471801 5044 1569 60 478354 469127 3081 407 471801 462568 6559 469127 461285 1283 462568 1.00000 0 0 3718424 1578836 2139588 673989 637338 36651 2451 800 1651 2177890 INTEREST IN BUILDING LEASE, NET OF AMORTIZATION 2201324 ENDOWMENTS 479697 OTHER ASSETS 23 2681044 X 3120820 203281 92047 295328 2825492 0 2825492 3292951 203281 92047 295328 2997623 0 2997623 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, 2014, 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, 2014. 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, 2014, THE FISCAL YEARS 2011 THROUGH 2014 ARE SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 37,860. FUNDRAISING EXPENSES REPORTED WITH REVENUE 54,187. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 37,860. FUNDRAISING EXPENSES REPORTED WITH REVENUE 54,187. GALA 121871 16236 105635 4693 800 8345 GUILD 112348 112348 19282 7681 2 15966 12111 3855 5979 4930 2477 250185 28347 221838 29954 5730 18503 54187 167651 X 200 COST X 6022 COST X 3 10000 FAIR MARKET VALUE X 1 50000 FAIR MARKET VALUE X STAGE SCENERY 3 7279 COST X ADMISSIONS TI 7 2564 COST X COMPUTER SERV 3 605 COST X COMPUTER EQUI 1 526 COST X BEER INVENTOR 1 500 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.