2014-02-21T15:03:29-06:00 2013-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2012-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO 6172667900 2014-02-21 1 DAVID J KELLEHER CPA P01059560 5083669100 2014-02-14 2012 2015-11-30 17:44:51Z X MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 21482745 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 42 41 372 575 0 0 4014243 4128862 6707695 7256085 732621 1783346 197736 47617 11652295 13215910 0 0 0 0 6470254 6942929 65033 50695 1148661 6188297 5877466 12723584 12871090 -1071289 344820 36528602 38254829 3934868 4085740 32593734 34169089 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT 0 0 10212904 7256085 SEE SCHEDULE O FOR PROGRAM DESCRIPTIONS. 10212904 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 134 0 1 372 1 0 0 0 0 0 1 1 0 0 0 0 X 42 41 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SONDRA KATZ 6172731527 264 HUNTINGTON AVENUE BOSTON MA 02115 CAROL DEANE 1.50 X X 0 0 0 MITCHELL ROBERTS 1.50 X X 0 0 0 JOSEPH V ROLLER II 1.50 X X 0 0 0 CAROLE ALKINS 1.50 X 0 0 0 DAVID ALTSHULER 1.50 X 0 0 0 NEAL BALKOWITSCH 1.50 X 0 0 0 JOHN CINI 1.50 X 0 0 0 J WILLIAM CODINHA 1.50 X 0 0 0 GERARD H COHEN 1.50 X 0 0 0 SHERRYL COHEN 1.50 X 0 0 0 JAMES DILLON 1.50 X 0 0 0 DAVID R EPSTEIN 1.50 X 0 0 0 PETER FIEDLER 1.50 X 0 0 0 THOMAS HAMILTON III 1.50 X 0 0 0 ARTHUR C HODGES 1.50 X 0 0 0 ANN-ELLEN HORNIDGE 1.50 X 0 0 0 CASSANDRA HENDERSON 1.50 X 0 0 0 FREDERICK JAMIESON 1.50 X 0 0 0 BENJAMIN JUAREZ 1.50 X 0 0 0 SUSAN B KAPLAN 1.50 X 0 0 0 MICHELLE KAROL 1.50 X 0 0 0 SETH KAUFMAN 1.50 X 0 0 0 JUDITH A KRUPP 1.50 X 0 0 0 JOIE LEMAITRE 1.50 X 0 0 0 WILLIAM P MCQUILLAN 1.50 X 0 0 0 MELVIN B MILLER 1.50 X 0 0 0 SANDRA MOOSE 1.50 X 0 0 0 COKIE PERRY 1.50 X 0 0 0 JAMES PETOSA 1.50 X 0 0 0 SHARON MALT 1.50 X 0 0 0 ROBERT H SCOTT 1.50 X 0 0 0 DOLA H STEMBERG 1.50 X 0 0 0 J DAVID WIMBERLY 1.50 X 0 0 0 MARY WOLFSON 1.50 X 0 0 0 LINDA WAINTRUP 1.50 X X 0 0 0 BETSY EPSTEIN 1.50 X 0 0 0 CAROL LANGER 1.50 X 0 0 0 MICHAEL BROWN 1.50 X 0 0 0 FANCY ZILBERFARB 1.50 X 0 0 0 DAVID FIRESTONE 1.50 X 0 0 0 LINDA THOMAS 1.50 X 0 0 0 JOHN SPOONER 1.50 X 0 0 0 MICHAEL MASO 40.00 X 255000 0 66450 PETER DUBOIS 40.00 X 190000 0 52820 DAVID DALENA 40.00 X 142948 0 32878 SONDRA KATZ 40.00 X 106266 0 29355 694214 0 181503 4 0 1 0 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 4 937676 67500 3123686 4128862 TICKETS 711110 6501368 6501368 SHOPS AND RENTALS 900099 454717 454717 UNIVERSITY SERVICES 900099 300000 300000 7256085 493281 493281 20221 20221 9328206 8038141 1290065 1290065 1290065 81645 937676 228694 -147049 -147049 CONCESSION 900099 174445 174445 174445 13215910 7256085 0 1830963 564270 242820 321450 5127119 3912176 660304 554639 220052 218552 1500 582868 493643 4290 84935 448620 333507 70021 45092 738 738 32200 32200 50695 50695 70805 70805 967598 816726 23282 127590 441388 388657 52731 930789 848624 30676 51489 357612 276226 44239 37147 384214 384214 881982 844368 12118 25496 213855 184938 21931 6986 174406 76554 21559 76293 12381 12381 818101 767028 11608 39465 72373 72373 MISCELLANEOUS 257921 207487 14306 36128 EQUIPMENT RENTAL & MAIN 133268 103598 29670 CREDIT CARD FEES 120608 107902 12706 RESERVE ADJUSTMENTS 7227 5884 1343 12871090 10212904 1509525 1148661 1970743 845267 230994 2743210 5099933 3674191 103735 149223 384995 498492 15771406 7090700 9199157 8680706 15330231 11491522 4208814 10172218 36528602 38254829 1088430 1064736 2661093 2925699 185345 95305 3934868 4085740 X 8268849 8163888 5401467 7081943 18923418 18923258 32593734 34169089 36528602 38254829 344820 1230535 0 X X 0 1 X 1 0 X 4967386 3213957 18337302 4014243 4128862 34661750 4967386 3213957 18337302 4014243 4128862 34661750 5667146 28994604 225007 211726 418732 606831 513502 1975798 502062 87864 80908 52903 27396 751133 37388681 32970264 0.77550 0.61900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19751196 2942916 896205 21798207 19706075 404421 359000 19751496 8588644 9516816 1953889 353274 19706075 8304136 26087 978535 720114 8588644 10312518 83299 -1426879 664802 8304136 0.87000 0.13000 0 0 11819992 5845914 5974078 541548 413181 128367 3409866 831605 2578261 8680706 MULTI ASSET FUND 10172218 F 10172218 CAPITAL LEASE OBLIGATION 95305 95305 X 15746298 1230535 1450000 2680535 13065763 70805 79342 150147 13215910 14170943 1450000 1450000 12720943 70805 79342 150147 12871090 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. X X X X X X X 1 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 124449 51184 73265 124449 51184 73265 MA SPOTLIGHT SPECTACULAR 1019321 937676 81645 228694 1019321 937676 81645 228694 228694 -147049 X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO 225000 0 30000 0 0 0 0 0 66450 0 321450 0 0 0 PETER DUBOIS 190000 0 0 0 0 0 0 0 52820 0 242820 0 0 0 DAVID DALENA 142948 0 0 0 0 0 0 0 32878 0 175826 0 0 0 NEAL BALKOWITSCH TRUSTEE 105156 NEAL IS PART OWNER OF MAX ULTIMATE FOODS (MAX). MAX CATERED THE GALA FOR THE HUNTINGTON DURING 2013. 0 AMENDED RETURN AN AMENDED RETURN WAS PREPARED TO DISCLOSE A RELATED PARTY TRANSACTION ON SCHEDULE L WITH NEIL BALKOWITSCH. 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.