HUNTINGTON THEATRE COMPANY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON THEATRE COMPANY INC (EIN 22-2659560)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201420459349301102
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T08:38:14-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222659560 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON THEATRE CO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUNT | NameControl |
| Phone | 6172667900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MASO | Name |
| Title | MANAGING DIRECTOR | Title |
| Phone | 6172667900 | Phone |
| Date Signed | 2014-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J KELLEHER CPA | Name |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2014-02-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL MASO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21482745 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HUNTINGTONTHEATRE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PROFESSIONAL THEATRE COMPANY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 372 | TotalNbrEmployees |
| Total Nbr Volunteers | 575 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4014243 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4128862 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6707695 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7256085 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 732621 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1783346 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 197736 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47617 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11652295 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13215910 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6470254 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6942929 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 65033 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 50695 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1148661 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6188297 | OtherExpensePriorYear |
| Other Expenses Current Year | 5877466 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12723584 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12871090 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1071289 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 344820 | RevenuesLessExpensesCY |
| Total Assets BOY | 36528602 | TotalAssetsBOY |
| Total Assets EOY | 38254829 | TotalAssetsEOY |
| Total Liabilities BOY | 3934868 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4085740 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32593734 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34169089 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10212904 | Expense |
| Revenue | 7256085 | Revenue |
| Description | SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. | Description |
| Total Program Service Expense | 10212904 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 134 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 372 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONDRA KATZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172731527 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CAROL DEANE | ||||||||
| CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 | ||
| MITCHELL ROBERTS | ||||||||
| PRESIDENT | 1.50 | X | X | 0 | 0 | 0 | ||
| JOSEPH V ROLLER II | ||||||||
| TREASURER | 1.50 | X | X | 0 | 0 | 0 | ||
| CAROLE ALKINS | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DAVID ALTSHULER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| NEAL BALKOWITSCH | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JOHN CINI | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| J WILLIAM CODINHA | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| GERARD H COHEN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SHERRYL COHEN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JAMES DILLON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DAVID R EPSTEIN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| PETER FIEDLER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| THOMAS HAMILTON III | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| ARTHUR C HODGES | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| ANN-ELLEN HORNIDGE | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| CASSANDRA HENDERSON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| FREDERICK JAMIESON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| BENJAMIN JUAREZ | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SUSAN B KAPLAN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MICHELLE KAROL | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SETH KAUFMAN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JUDITH A KRUPP | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JOIE LEMAITRE | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| WILLIAM P MCQUILLAN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MELVIN B MILLER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SANDRA MOOSE | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| COKIE PERRY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JAMES PETOSA | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SHARON MALT | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| ROBERT H SCOTT | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DOLA H STEMBERG | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| J DAVID WIMBERLY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MARY WOLFSON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| LINDA WAINTRUP | ||||||||
| CLERK | 1.50 | X | X | 0 | 0 | 0 | ||
| BETSY EPSTEIN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| CAROL LANGER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MICHAEL BROWN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| FANCY ZILBERFARB | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DAVID FIRESTONE | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| LINDA THOMAS | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JOHN SPOONER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MICHAEL MASO | ||||||||
| MANAGING DIRECTOR | 40.00 | X | 255000 | 0 | 66450 | |||
| PETER DUBOIS | ||||||||
| ARTISTIC DIRECTOR | 40.00 | 190000 | 0 | 52820 | X | |||
| DAVID DALENA | ||||||||
| SENIOR DIRECTOR OF EXTERNAL RELATIONS | 40.00 | 142948 | 0 | 32878 | X | |||
| SONDRA KATZ | ||||||||
| GENERAL MANAGER | 40.00 | 106266 | 0 | 29355 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 694214 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 181503 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NOBLE FORD PRODUCTIONS INC | |||||
| 1 ROBIN CIRCLE | WEST NEWBURY | MA | 01985 | ADVERTISING PRINTING | 201278 |
| EMF INCORPORATED | |||||
| 60 FOUNDRY STREET | KEENE | NH | 03431 | IT SUPPORT & CONSULTING | 198231 |
| SD&A TELESERVICES INC | |||||
| 5757 WEST CENTURY BLVD SUITE 300 | LOS ANGELES | CA | 90045 | TELEMARKETING | 187473 |
| MNJ TECHNOLOGIES DIRECT INC | |||||
| PO BOX 7461 | BUFFALO GROVE | IL | 60089 | IT | 114270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 937676 | FundraisingEvents |
| Government Grants | 67500 | GovernmentGrants |
| All Other Contributions | 3123686 | AllOtherContributions |
| Total Contributions | 4128862 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKETS | 711110 | 6501368 | 6501368 |
| SHOPS AND RENTALS | 900099 | 454717 | 454717 |
| UNIVERSITY SERVICES | 900099 | 300000 | 300000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7256085 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 493281 | TotalRevenueColumn |
| Exclusion | $493,281 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20221 | TotalRevenueColumn |
| Exclusion | $20,221 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9328206 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8038141 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1290065 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1290065 | TotalRevenueColumn |
| Exclusion | $1,290,065 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 81645 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 937676 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 228694 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -147049 | TotalRevenueColumn |
| Exclusion | -$147,049 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCESSION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 174445 | TotalRevenueColumn |
| Exclusion | $174,445 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 174445 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13215910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7256085 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,830,963 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564270 | Total |
| Program Services | 242820 | ProgramServices |
| Management And General | 321450 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5127119 | Total |
| Program Services | 3912176 | ProgramServices |
| Management And General | 660304 | ManagementAndGeneral |
| Fundraising | 554639 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220052 | Total |
| Program Services | 218552 | ProgramServices |
| Management And General | 1500 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582868 | Total |
| Program Services | 493643 | ProgramServices |
| Management And General | 4290 | ManagementAndGeneral |
| Fundraising | 84935 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448620 | Total |
| Program Services | 333507 | ProgramServices |
| Management And General | 70021 | ManagementAndGeneral |
| Fundraising | 45092 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738 | Total |
| Management And General | 738 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32200 | Total |
| Management And General | 32200 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50695 | Total |
| Fundraising | 50695 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70805 | Total |
| Management And General | 70805 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967598 | Total |
| Program Services | 816726 | ProgramServices |
| Management And General | 23282 | ManagementAndGeneral |
| Fundraising | 127590 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441388 | Total |
| Program Services | 388657 | ProgramServices |
| Management And General | 52731 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930789 | Total |
| Program Services | 848624 | ProgramServices |
| Management And General | 30676 | ManagementAndGeneral |
| Fundraising | 51489 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357612 | Total |
| Program Services | 276226 | ProgramServices |
| Management And General | 44239 | ManagementAndGeneral |
| Fundraising | 37147 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384214 | Total |
| Program Services | 384214 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881982 | Total |
| Program Services | 844368 | ProgramServices |
| Management And General | 12118 | ManagementAndGeneral |
| Fundraising | 25496 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213855 | Total |
| Program Services | 184938 | ProgramServices |
| Management And General | 21931 | ManagementAndGeneral |
| Fundraising | 6986 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174406 | Total |
| Program Services | 76554 | ProgramServices |
| Management And General | 21559 | ManagementAndGeneral |
| Fundraising | 76293 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12381 | Total |
| Management And General | 12381 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818101 | Total |
| Program Services | 767028 | ProgramServices |
| Management And General | 11608 | ManagementAndGeneral |
| Fundraising | 39465 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72373 | Total |
| Management And General | 72373 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 257921 | 207487 | 14306 | 36128 |
| EQUIPMENT RENTAL & MAIN | 133268 | 103598 | 29670 | |
| CREDIT CARD FEES | 120608 | 107902 | 12706 | |
| RESERVE ADJUSTMENTS | 7227 | 5884 | 1343 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12871090 | Total |
| Program Services | 10212904 | ProgramServices |
| Management And General | 1509525 | ManagementAndGeneral |
| Fundraising | 1148661 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1970743 | BOY |
| EOY | 845267 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230994 | BOY |
| EOY | 2743210 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5099933 | BOY |
| EOY | 3674191 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103735 | BOY |
| EOY | 149223 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384995 | BOY |
| EOY | 498492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15771406 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7090700 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9199157 | BOY |
| EOY | 8680706 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15330231 | BOY |
| EOY | 11491522 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4208814 | BOY |
| EOY | 10172218 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36528602 | BOY |
| EOY | 38254829 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088430 | BOY |
| EOY | 1064736 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2661093 | BOY |
| EOY | 2925699 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185345 | BOY |
| EOY | 95305 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3934868 | BOY |
| EOY | 4085740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8268849 | BOY |
| EOY | 8163888 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5401467 | BOY |
| EOY | 7081943 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18923418 | BOY |
| EOY | 18923258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32593734 | BOY |
| EOY | 34169089 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36528602 | BOY |
| EOY | 38254829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 344820 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1230535 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4967386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3213957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18337302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4014243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4128862 | CurrentTaxYear |
| Total | 34661750 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4967386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3213957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18337302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4014243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4128862 | CurrentTaxYear |
| Total | 34661750 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5667146 | AmountsSubstContributorsTotal |
| Public Support Total170 | 28994604 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 211726 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 418732 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 606831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 513502 | CurrentTaxYear |
| Total | 1975798 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 502062 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80908 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52903 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27396 | CurrentTaxYear |
| Total | 751133 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37388681 | TotalSupport |
| Gross Receipts From Admissions Etc | 32970264 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19751196 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2942916 | InvestmentEarningsOrLosses |
| Other Expenditures | 896205 | OtherExpenditures |
| End Of Year Balance | 21798207 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19706075 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 404421 | InvestmentEarningsOrLosses |
| Other Expenditures | 359000 | OtherExpenditures |
| End Of Year Balance | 19751496 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8588644 | BeginningOfYearBalance |
| Contributions | 9516816 | Contributions |
| Investment Earnings Or Losses | 1953889 | InvestmentEarningsOrLosses |
| Other Expenditures | 353274 | OtherExpenditures |
| End Of Year Balance | 19706075 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8304136 | BeginningOfYearBalance |
| Contributions | 26087 | Contributions |
| Investment Earnings Or Losses | 978535 | InvestmentEarningsOrLosses |
| Other Expenditures | 720114 | OtherExpenditures |
| End Of Year Balance | 8588644 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10312518 | BeginningOfYearBalance |
| Contributions | 83299 | Contributions |
| Investment Earnings Or Losses | -1426879 | InvestmentEarningsOrLosses |
| Other Expenditures | 664802 | OtherExpenditures |
| End Of Year Balance | 8304136 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11819992 | OtherCostOrOtherBasis |
| Depreciation | 5845914 | Depreciation |
| Book Value | 5974078 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 541548 | OtherCostOrOtherBasis |
| Depreciation | 413181 | Depreciation |
| Book Value | 128367 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3409866 | OtherCostOrOtherBasis |
| Depreciation | 831605 | Depreciation |
| Book Value | 2578261 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8680706 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MULTI ASSET FUND | Description |
| Book Value | 10172218 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10172218 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATION | Description |
| Amount | $95,305 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 95305 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 15746298 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1230535 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1450000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2680535 | RevenueNotRptdF990 |
| Revenue Subtotal | 13065763 | RevenueSubtotal |
| Investment Expenses Not Included | 70805 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 79342 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 150147 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13215910 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14170943 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1450000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1450000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12720943 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 70805 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 79342 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 150147 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12871090 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE HUNTINGTON HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT AIM TO SAFEGUARD THE PURCHASING POWER OF THE ENDOWMENT PRINCIPAL, GENERATE AN ONGOING REVENUE SOURCE AND TO PROVIDE FOR GROWTH OF THE INVESTMENT PRINCIPAL IN ACCORDANCE WITH UPMIFA. THE INVESTMENTS ARE TO BE SPLIT BETWEEN EQUITY AND FIXED INCOME INVESTMENTS TO ACCOMPLISH THESE GOALS. UNDER THIS POLICY, THE ENDOWMENT ASSETS ARE INVESTED TO PROVIDE A COMPETITIVE TOTAL RATE OF RETURN COMMENSURATE WITH PRUDENT DIVERSIFICATION AND MODERATE RISK. RISK AND DIVERSIFICATION PARAMETERS HAVE BEEN ESTABLISHED AND THE ENDOWMENT IS MAINTAINED AND REBALANCED, IF NECESSARY, ACCORDING TO THE HUNTINGTON'S INVESTMENT POLICY. THE HUNTINGTON RELIES ON A TOTAL RATE OF RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT INCOME (INTEREST AND DIVIDENDS). WHILE IT IS UNDERSTOOD THAT THE ENDOWMENT ASSETS ARE TO BE MANAGED WITH A LONG-TERM FOCUS, THE HUNTINGTON MONITORS INVESTMENT PERFORMANCE AGAINST APPLICABLE BENCHMARKS QUARTERLY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE HUNTINGTON FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE HUNTINGTON TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES, ACCORDINGLY. AS OF JUNE 30, 2013, THE HUNTINGTON DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PAST THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE HUNTINGTON DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | HALL COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $10,262 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $50,829 PRESENTER COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - 18,091 ENDOWMENT COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $160 | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | HALL COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $10,262 ANCILLARY COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMEPENSE - $50,829 PRESENTER COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $18,091 ENDOWMENT COSTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS - $160 | |
| SCH D, PAGE 4, PART XII LINE 4B - EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. SCH D, PAGE 4, PART XIII LINE 4B - EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WEST CENTURY BLVD SUITE 300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 124449 | GrossReceipts |
| Amount Retained By Contractor | 51184 | AmountRetainedByContractor |
| Net To Organization | 73265 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 124449 | TotalGrossReceipts |
| Total Retained By Contractors | 51184 | TotalRetainedByContractors |
| Total Net To Organization | 73265 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPOTLIGHT SPECTACULAR | NameOfEvent1 |
| Gross Receipts Event1 | 1019321 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 937676 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 81645 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 228694 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1019321 | GrossReceiptsTotal |
| Charitable Contributions Total | 937676 | CharitableContributionsTotal |
| Gross Revenue Total Events | 81645 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 228694 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 228694 | DirectExpenseSummaryEvents |
| Net Income Summary | -147049 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MASO | ||||||||||||||
| MANAGING DIRECTOR | 225000 | 0 | 30000 | 0 | 0 | 0 | 0 | 0 | 66450 | 0 | 321450 | 0 | 0 | 0 |
| PETER DUBOIS | ||||||||||||||
| ARTISTIC DIRECTOR | 190000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 52820 | 0 | 242820 | 0 | 0 | 0 |
| DAVID DALENA | ||||||||||||||
| SENIOR DIRECTOR OF EXTERNAL RELATION | 142948 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32878 | 0 | 175826 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 PART III, LINE 1 | THE HUNTINGTON THEATRE COMPANY IS BOSTON'S LEADING PROFESSIONAL THEATRE. UNDER THE DIRECTION OF ARTISTIC DIRECTOR PETER DUBOIS AND MANAGING DIRECTOR MICHAEL MASO AND IN RESIDENCE AT BOSTON UNIVERSITY, THE HUNTINGTON BRINGS TOGETHER WORLD-CLASS THEATRE ARTISTS FROM BOSTON AND BROADWAY AND BEYOND AND THE MOST PROMISING NEW TALENT TO CREATE ECLECTIC SEASONS OF EXCITING NEW WORKS AND CLASSICS MADE CURRENT. |
| PROGRAM DESCRIPTIONS | FORM 990 PART III, LINE 4A | THE HUNTINGTON IS A CHAMPION OF NEW WORK, HAVING PRODUCED MORE THAN 100 NEW ENGLAND, AMERICAN, OR WORLD PREMIERES IN ITS 31-YEAR HISTORY. ITS EFFORTS TO DEVELOP NEW PLAYS FOR THE AMERICAN THEATRE INCLUDE THE HUNTINGTON PLAYWRITING FELLOWS PROGRAM, THE BREAKING GROUND FESTIVAL OF NEW PLAY READINGS, AND THE STANFORD CALDERWOOD FUND FOR NEW AMERICAN PLAYS THAT ALLOWS THE HUNTINGTON TO COMMISSION NEW WORKS FROM EMERGING AND ESTABLISHED WRITERS. THE HUNTINGTON ALSO CHAMPIONS NEW PLAY DEVELOPMENT AND THE LOCAL THEATRE COMMUNITY THROUGH ITS OPERATION OF THE STANFORD CALDERWOOD PAVILION AT THE BOSTON CENTER FOR THE ARTS IN THE SOUTH END, WHICH THE HUNTINGTON BUILT IN 2004. THE HUNTINGTON PROVIDES THE FIRST-CLASS FACILITIES AND AUDIENCE SERVICES OF THE CALDERWOOD PAVILION TO DOZENS OF ORGANIZATIONS EACH YEAR, INCLUDING SOME OF BOSTON'S MOST EXCITING SMALL AND MID-SIZED THEATRE COMPANIES, AT SIGNIFICANTLY SUBSIDIZED RATES. ONE OF THE MOST EXTENSIVE AND ADMIRED PROGRAMS IN THE COUNTRY, THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT SERVES MORE THAN 25,000 STUDENTS EACH YEAR WITH SUBSIDIZED TICKETS TO STUDENT MATINEES AND IN-SCHOOL PROGRAMS THAT INTRODUCE STUDENTS TO THE THEATRE. THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT HAS PROVIDED OPPORTUNITIES FOR MORE THAN 300,000 STUDENTS SINCE ITS INCEPTION. THE HUNTINGTON'S COMMUNITY ACCESS PROGRAMS INCLUDE AUDIO-DESCRIBED SHOWS AND ASL-INTERPRETED PERFORMANCES THAT MAKE IT POSSIBLE FOR BLIND AND LOW-VISION PATRONS AND DEAF AND HARD-OF-HEARING THEATRE GOERS TO ENJOY HUNTINGTON PRODUCTIONS, AS WELL AS SPECIAL DISCOUNT PROGRAMS FOR COMMUNITY GROUPS SUCH AS ELDER ARTS, BIG BROTHER/BIG SISTER, AND AIDS ACTION. BOSTON UNIVERSITY PROVIDES BOTH CASH SUBSIDY AND IN-KIND FACILITY SUPPORT TO THE HUNTINGTON. IN RETURN THE HUNTINGTON PROVIDES EDUCATIONAL ENHANCEMENT, TRAINING, AND INTERNSHIP OPPORTUNITIES TO STUDENTS IN THE SCHOOL OF THEATRE AND SCHOOL OF MUSIC IN THE BOSTON UNIVERSITY COLLEGE OF FINE ARTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE BOARD OF TRUSTEES CONSISTS OF TWO MARRIED COUPLES; GERARD AND SHERRYL COHEN, AND DAVID AND BETSY EPSTEIN. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO MAKE GOVERNANCE DECISIONS IN PLACE OF THE BOARD OF TRUSTEES | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT IS RESPONSIBLE FOR THE PREPARATION OF THE FORM 990 WORKING WITH THE OUTSIDE AUDITORS AND THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT PRIOR TO POSTING FOR BOARD REVIEW. THE AUDIT COMMITTEE IS CHARGED WITH REVIEWING THE FORM 990 IN DETAIL AFTER COMPLETION BY MANAGEMENT. THE COMPLETED FORM 990 IS POSTED ON A SECURE PORTION OF THE ORGANIZATION'S INTRANET FOR REVIEW AND SUBMISSION OF COMMENTS OR QUESTIONS BY A DATE PRIOR TO THE SUBMISSION OF THE FORM 990 TO THE IRS. THE SUBMITTED COMMENTS AND QUESTIONS ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DEVELOPMENT STAFF SEND OUT THE FORMS TO THE FULL BOARD ANNUALLY, COLLECT AND REVIEW THE COMPLETED FORMS AND FOLLOW UP WITH ANY BOARD MEMBERS WHO HAVE NOT SUBMITTED THE FORM. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN THE ARTISTIC DIRECTOR WAS HIRED, THE EXECUTIVE SEARCH CONSULTANT PROVIDED COMPARATIVE DATA FOR USE IN ESTABLISHING THE COMPENSATION | |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY DOCUMENTS THAT ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC CAN BE OBTAINED UPON REQUEST AND ALSO THROUGH VARIOUS THIRD PARTY WEBSITES. | |
| FORM 990 PART XII, LINE 2C | HUNTINGTON THEATRE COMPANY HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDITED FINANCIAL STATEMENTS, AND THE SELECTION OF THE INDEPENDENT AUDITORS. |