SHAKESPEARE THEATRE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHAKESPEARE THEATRE (EIN 52-1405988)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2013-12-15
- IRS object ID
- 201343509349300824
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-15T12:48:41-06:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202153727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 International Circle Suite 5500 | AddressLine1 |
| City | Hunt Valley | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521405988 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shakespeare Theatre | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAK | NameControl |
| Phone | 2025473230 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200032834 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Chris Jennings | Name |
| Title | Managing Director | Title |
| Phone | 2025473230 | Phone |
| Date Signed | 2013-12-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Graylin Smith | Name |
| PTIN | P00644233 | PTIN |
| Phone | 4105840060 | Phone |
| Date Prepared | 2013-12-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Chris Jennings | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200032834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16883974 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.shakespearetheatre.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The Shakespeare Theatre is a leading force in presenting and preserving the highest quality classical theatre. The theatre's core mission is to present classic theatre of scope and size in an imaginative, skillful and accessible American style that honors the language and intentions of playwrights while viewing their plays through a 21st century lens. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 640 | TotalNbrEmployees |
| Total Nbr Volunteers | 1500 | TotalNbrVolunteers |
| Total Gross UBI | 247483 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5242 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11577380 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6923773 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9941020 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8657830 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 96557 | InvestmentIncomePriorYear |
| Investment Income Current Year | -43312 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 489377 | OtherRevenuePriorYear |
| Other Revenue Current Year | 473972 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22104334 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16012263 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 192975 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 175667 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11230401 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10578228 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1323090 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11873036 | OtherExpensePriorYear |
| Other Expenses Current Year | 11023043 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23296412 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21776938 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1192078 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5764675 | RevenuesLessExpensesCY |
| Total Assets BOY | 82346600 | TotalAssetsBOY |
| Total Assets EOY | 81023363 | TotalAssetsEOY |
| Total Liabilities BOY | 19037456 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23344950 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63309144 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57678413 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Shakespeare Theatre is a leading force in presenting and preserving the highest quality classical theatre. The theatre's core mission is to present classic theatre of scope and size in an imaginative, skillful and accessible American style that honors the language and intentions of playwrights while viewing their plays through a 21st century lens. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16079217 | Expense |
| Revenue | 7401105 | Revenue |
| Description | PERFORMING ARTS PROGRAMS - The Shakespeare Theatre Company (STC) believes that a classical play is defined not only by its poetic language or its influential playwright, but also by the timelessness of the themes and questions that it poses to its audience. Part of STC's mission is to make classical theatre accessible to audiences, helping them view the stories through a 21st-century lens. The universal themes of family, love, patriotism and leadership, depicted in STC's mainstage offerings, are relatable by all people and particularly relevant to Washington, D.C.'s contemporary audiences, in light of the country's (and the world's) political, social and economic realities. Shakespeare Theatre Company is especially equipped to provide this programming to the D.C. region as the only major theatre in this D.C. metropolitan area devoted to producing a classic repertoire. From ancient Greece to 20th-Century America, Shakespeare Theatre Company annually produces six classical plays-both famous and rarely performed works-that reveal the human dilemma and are accessible to contemporary audiences. Over the past 25 years, Shakespeare Theatre Company has performed 150 productions-including every play in Shakespeare's canon-for more than 2.5 million audience members. The Shakespeare Theatre Company seeks to bring the best of performing arts to D.C. audiences by making its two facilities (774-seat Sidney Harman Hall and 451-seat Lansburgh Theatre) available to a broad spectrum of local, national and international arts companies. During the 2010-2011 Season, the Theatre launched the "STC Presents"series. A great success, the series was included again with the 2011-2012 Season and is being planned for the upcoming 2012-2013 Season. Through the Harman Center for the Arts, STC provides mid-sized theatre space, in downtown D.C., to national tours, local dance festivals and many others. STC is deeply committed to its hometown of Washington, D.C. and has proudly served as a catalyst for revitalization in the Barracks Row/Eastern Market area and the historic Penn Quarter of downtown Washington. Continued collaboration with other major arts and cultural organizations further establishes Shakespeare Theatre Company as a major cultural destination and community resource.Each year, Shakespeare Theatre Company launches its season with the annual Free For All. Since 1991, this signature outreach program has presented free, full-scale classical theatre productions to over 630,000 D.C. area residents. The Free For All is the most successful community outreach program in STC's 25-year history. The program provides new and diverse audiences, especially those who might otherwise be financially unable, with the opportunity to experience classical theatre, for free. The Shakespeare Theatre Company develops a Play Guide to accompany the production and distributes it to children attending the event. STC's Education Department also provides a Students for Shakespeare reserved ticket program, for student groups attending the Free For All. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2192621 | Expense |
| Grants | 175667 | Grants |
| Revenue | 1009242 | Revenue |
| Description | EDUCATIONAL PROGRAMS - The Shakespeare Theatre Company's Education Department strives to make Shakespeare and classical theatre exciting both on the stage and off. The Department annually provides close to 20,000 children and adults with arts education experiences through its roster of 26 comprehensive school, community engagement, training and audience enrichment programs. Text Alive!, an in-school arts enrichment program, supports Common Core State Standards for English and Theatre. A collaboration between students, classroom teachers and STC teaching artists, Text Alive! explores a Shakespeare play and culminates in a performance of his work on one of the Theatre's two stages. Participation in Text Alive! is free of charge. Both Text Alive! and SHAKESPEARIENCE Student Matinees are committed to serving local underserved children. SHAKESPEARIENCE provides subsidized tickets on a sliding scale for local classrooms. The program also supplies pre-show in-school workshops and study guides. STC's Internship and Fellowship programs are highly competitive among recent college graduates who use the program to gain real world professional arts administration and artistic experiences. Creative Conversations, a mainstay of STC's audience enrichment programs, provides a rotation of four free discussion programs designed to enhance the productions playing on-stage. Happenings at the Harman, STC's free performance series, connects patrons who live and work in the Penn Quarter neighborhood with local performing artists. This program is held on Wednesdays from noon to 1 p.m. in The Forum at Sidney Harman Hall. Patrons are encouraged to bring their lunch to the one hour performances. Each year, STC creates relevant resource materials to accompany the Season's productions, including the First Folio Teacher and Student Resource Guide and The Guide to the Season's Plays. Finally, the Theatre also provides professional development seminars for adults and a summer camp for children. Since 2000, Shakespeare Theatre Company, in conjunction with The George Washington University, has offered a Master of Fine Arts degree, to help develop the next generation of actors for classical theatre. Training no more than 16 actors each year, the Academy for Classical Acting's one-year, fully accredited intensive graduate program focuses on the specific craft of performing Shakespeare and other classical texts and is therefore an alternative to most traditional MFA acting programs. Alumni from this program go on to perform classic theatre with reputable professional theatre companies from around the country. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 18271838 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | 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 | 1 | 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 | 240 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 640 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shakespeare Theatre | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025473230 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 8th Street | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200032834 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 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 |
|---|---|---|---|---|---|---|---|---|
| Michael Kahn | ||||||||
| Artistic Director | 40.00 | X | X | 335654 | 0 | 38791 | ||
| Chris Jennings | ||||||||
| Managing Director (Ex Offi | 40.00 | X | X | 186800 | 0 | 14825 | ||
| Michael R Klein | ||||||||
| Chairman | 8.00 | X | X | 0 | 0 | 0 | ||
| Robert E Falb | ||||||||
| Vice Chairman | 8.00 | X | X | 0 | 0 | 0 | ||
| Pauline Schneider | ||||||||
| Secretary | 3.00 | X | X | 0 | 0 | 0 | ||
| John Hill | ||||||||
| Treasurer | 3.00 | X | X | 0 | 0 | 0 | ||
| Nicholas W Allard | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ashley Allen | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Stephen E Allis | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Anita Antenucci | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey D Bauman | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Afsaneh Beschloss | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Landon Butler | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Paul Carter | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Chelsea Clinton | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Mark Epstein | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Andrew C Florance | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Miles Gilburne | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Barbara Harman | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John Hauge | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Stephen A Hopkins | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lawrence A Hough | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| W Mike House | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jerry J Jasinowski | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Norman D Jemal | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey M Kaplan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Scott Kaufmann | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Abbe D Lowell | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Eleanor Merrill | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Melissa A Moss | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert S Osborne | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Stephen M Ryan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| George Stamas | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Bill Walton | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lady Westmacott | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rob Wilder | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Suzanne S Youngkin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Edward Zakreski | ||||||||
| Chief Development Officer | 40.00 | 188367 | 0 | 11887 | X | |||
| Karri Brady | ||||||||
| Director Of Individual Giving | 40.00 | 122133 | 0 | 9416 | X | |||
| Charles Lunceford | ||||||||
| Director of Marketing and Communications | 40.00 | 108227 | 0 | 10483 | X | |||
| James W Roemer | ||||||||
| Director of Administration | 40.00 | 104069 | 0 | 10483 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1045250 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 95885 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Allied Live LLC | |||||
| 450 West Broad Street Ste 304 | Falls Church | VA | 22046 | Marketing services | 620154 |
| The Lansburgh | |||||
| 425 8th St NW | Washington | DC | 20004 | Residential properties | 235873 |
| 610620 F St A Condominium | |||||
| 620 F Street NW | Washington | DC | 20004 | Management of Harman Center of the Arts | 188258 |
| Arnold & Porter LLP | |||||
| 555 Twelfth Street NW | Washington | DC | 20004 | Legal Fees | 150000 |
| Elul Joint Venture | |||||
| 5530 Wisconsin Avenue Ste 1209 | Chevy Chase | MD | 20815 | Commercial Property | 111476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 965515 | FundraisingEvents |
| Government Grants | 375225 | GovernmentGrants |
| All Other Contributions | 5583033 | AllOtherContributions |
| Total Contributions | 6923773 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Productions | 711110 | 7046997 | 7046997 | |
| Educational Programs | 711110 | 954439 | 954439 | |
| Tour Income and Bookings | 711110 | 467502 | 240491 | 227011 |
| Concessions and Other Sales | 711110 | 188892 | 168420 | 20472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8657830 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83584 | TotalRevenueColumn |
| Exclusion | $83,584 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 351216 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 478112 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -126896 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -126896 | TotalRevenueColumn |
| Exclusion | -$126,896 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 965515 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 393599 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -393599 | TotalRevenueColumn |
| Exclusion | -$393,599 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 711110 | BusinessCode |
| Total Revenue Column | 867571 | TotalRevenueColumn |
| Exclusion | $867,571 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 867571 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16012263 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8410347 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 247483 | UnrelatedBusinessRevenue |
| Exclusion | $430,660 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175667 | Total |
| Program Services | 175667 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754858 | Total |
| Program Services | 620611 | ProgramServices |
| Management And General | 62016 | ManagementAndGeneral |
| Fundraising | 72231 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8332335 | Total |
| Program Services | 6848081 | ProgramServices |
| Management And General | 682531 | ManagementAndGeneral |
| Fundraising | 801723 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777370 | Total |
| Program Services | 646620 | ProgramServices |
| Management And General | 67323 | ManagementAndGeneral |
| Fundraising | 63427 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713665 | Total |
| Program Services | 596558 | ProgramServices |
| Management And General | 52047 | ManagementAndGeneral |
| Fundraising | 65060 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 874352 | Total |
| Program Services | 5466 | ProgramServices |
| Management And General | 868886 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44750 | Total |
| Management And General | 44750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716131 | Total |
| Program Services | 662864 | ProgramServices |
| Management And General | 3886 | ManagementAndGeneral |
| Fundraising | 49381 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793992 | Total |
| Program Services | 791908 | ProgramServices |
| Fundraising | 2084 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419623 | Total |
| Program Services | 281357 | ProgramServices |
| Management And General | 95565 | ManagementAndGeneral |
| Fundraising | 42701 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310969 | Total |
| Program Services | 310969 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431781 | Total |
| Program Services | 394448 | ProgramServices |
| Management And General | 32636 | ManagementAndGeneral |
| Fundraising | 4697 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2389930 | Total |
| Program Services | 2375635 | ProgramServices |
| Fundraising | 14295 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339767 | Total |
| Program Services | 250750 | ProgramServices |
| Management And General | 29883 | ManagementAndGeneral |
| Fundraising | 59134 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640866 | Total |
| Program Services | 530117 | ProgramServices |
| Management And General | 110749 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2494831 | Total |
| Program Services | 2365686 | ProgramServices |
| Management And General | 129145 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Production | 1096523 | 1085607 | 10916 | |
| Miscellaneous | 349292 | 329494 | 17205 | 2593 |
| Catering | 120236 | 120236 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21776938 | Total |
| Program Services | 18271838 | ProgramServices |
| Management And General | 2182010 | ManagementAndGeneral |
| Fundraising | 1323090 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630407 | BOY |
| EOY | 904713 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26152 | BOY |
| EOY | 18532 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5514335 | BOY |
| EOY | 5564122 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498955 | BOY |
| EOY | 171465 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 862385 | BOY |
| EOY | 920245 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85410927 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16297995 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70798474 | BOY |
| EOY | 69112932 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3929543 | BOY |
| EOY | 4065674 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86349 | BOY |
| EOY | 265680 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82346600 | BOY |
| EOY | 81023363 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575506 | BOY |
| EOY | 2078408 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3493738 | BOY |
| EOY | 3797797 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2425000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13817137 | BOY |
| EOY | 14456169 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151075 | BOY |
| EOY | 587576 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19037456 | BOY |
| EOY | 23344950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59540749 | BOY |
| EOY | 53908397 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1882333 | BOY |
| EOY | 1883954 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1886062 | BOY |
| EOY | 1886062 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63309144 | BOY |
| EOY | 57678413 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82346600 | BOY |
| EOY | 81023363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5764675 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 385669 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -251725 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7478160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5849386 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6363155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11577380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6908773 | CurrentTaxYear |
| Total | 38176854 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9868428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10256404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10499877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9941020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8672830 | CurrentTaxYear |
| Total | 49238559 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17346588 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16105790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16863032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21518400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15581603 | CurrentTaxYear |
| Total | 87415413 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 947570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1073025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2294969 | CurrentTaxYearMinus1Year |
| Current Tax Year | 752739 | CurrentTaxYear |
| Total | 5068303 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 947570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1073025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2294969 | CurrentTaxYearMinus1Year |
| Current Tax Year | 752739 | CurrentTaxYear |
| Total | 5068303 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 82347110 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 368140 | CurrentTaxYear |
| Total | 794002 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 368140 | CurrentTaxYear |
| Total | 794002 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 711061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 963903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1156673 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1002768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 867571 | CurrentTaxYear |
| Total | 4701976 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18154022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17181318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18141012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22617725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16817314 | CurrentTaxYear |
| Total | 92911391 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91070 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00850 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00690 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $11,800 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 11800 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Provide information as to funding availability from various sources, represent the interest of the organization with respect to obtaining such funding, and provide such further assistance as may be directed or requested. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1422289 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 158201 | InvestmentEarningsOrLosses |
| Other Expenditures | 76081 | OtherExpenditures |
| End Of Year Balance | 1504409 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1599277 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -28694 | InvestmentEarningsOrLosses |
| Other Expenditures | 148294 | OtherExpenditures |
| End Of Year Balance | 1422289 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1414791 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 260038 | InvestmentEarningsOrLosses |
| Other Expenditures | 75552 | OtherExpenditures |
| End Of Year Balance | 1599277 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1342822 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 156249 | InvestmentEarningsOrLosses |
| Other Expenditures | 84280 | OtherExpenditures |
| End Of Year Balance | 1414791 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1775521 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -340642 | InvestmentEarningsOrLosses |
| Other Expenditures | -92057 | OtherExpenditures |
| End Of Year Balance | 1342822 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12548037 | OtherCostOrOtherBasis |
| Book Value | 12548037 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65722521 | OtherCostOrOtherBasis |
| Depreciation | 11213405 | Depreciation |
| Book Value | 54509116 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1316526 | OtherCostOrOtherBasis |
| Depreciation | 1060734 | Depreciation |
| Book Value | 255792 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5823843 | OtherCostOrOtherBasis |
| Depreciation | 4023856 | Depreciation |
| Book Value | 1799987 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 69112932 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Mutual Funds | 2149977 | F |
| Investment Pool | 1507414 | F |
| Common Stock | 408283 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4065674 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Capital Lease Payable | $546,301 |
| Other Liabilities | $41,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 587576 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17344908 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 385669 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 553377 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 939046 | RevenueNotRptdF990 |
| Revenue Subtotal | 16405862 | RevenueSubtotal |
| Other Revenues Not Included | -393599 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -393599 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16012263 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22975639 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 553377 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 645324 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1198701 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21776938 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21776938 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Theatre's endowment consists of one fund established for support of the performing arts. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Theatre is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable District of Columbia income tax laws and qualifies for charitable contribution deductions. Accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Theatre performed an evaluation of uncertain tax positions for the year ended June 30, 2013, and determined that there were no matters that would require recognition in the financial statements or which may have any effect on its tax-exempt status. As of July 31, 2013, the statute of limitations for tax years 2009 through 2012 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Theatre files tax returns. It is the Theatre's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. |
| Part XI, Line 4b - Other Adjustments: | Fundraising expenses -393,599. | |
| Part XII, Line 2d - Other Adjustments: | Provision for Doubtful Pledges 123,092. Deferred Financing Costs 128,633. Fundraising expenses 393,599. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Will-on the Hill | NameOfEvent1 |
| Gross Receipts Event1 | 406700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 406700 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 1197 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 42010 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 30262 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Annual Harman Gala | NameOfEvent2 |
| Gross Receipts Event2 | 558815 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 558815 | CharitableContributionsEvent2 |
| Rent Facility Costs Event2 | 60823 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 69010 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 66717 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 123580 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 965515 | GrossReceiptsTotal |
| Charitable Contributions Total | 965515 | CharitableContributionsTotal |
| Rent Facility Costs Total Events | 62020 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 111020 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 66717 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 153842 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 393599 | DirectExpenseSummaryEvents |
| Net Income Summary | -393599 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Stipends | 148 | 140232 |
| Scholarships | 16 | 35435 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Stipends for Teaching Artists and Intern Program are managed by the Education Department staff with oversight from the Director of Administration and his staff as part of monthly financial management reviews. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| 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 Kahn | ||||||||||||||
| Artistic Director | 335654 | 0 | 0 | 0 | 0 | 0 | 32843 | 0 | 5948 | 0 | 374445 | 0 | 6732 | 0 |
| Chris Jennings | ||||||||||||||
| Managing Director (Ex Offi | 186800 | 0 | 0 | 0 | 0 | 0 | 9999 | 0 | 4826 | 0 | 201625 | 0 | 3712 | 0 |
| Edward Zakreski | ||||||||||||||
| Chief Development Officer | 188367 | 0 | 0 | 0 | 0 | 0 | 10642 | 0 | 1245 | 0 | 200254 | 0 | 3786 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Michael R Klein | NamePerson |
| Relationship With Organization | Member of the Board of Trustees | RelationshipWithOrganization |
| Purpose Of Loan | Working Capital | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $2,425,000 | OriginalPrincipalAmount |
| Balance Due | 2425000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 2425000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 374622 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | A draft of Form 990 is reviewed by the Audit Committee of the board. The approved Form 990 is then circulated to the entire board. | |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is applicable to board members. The Board Chairman reviews any conflicts of interest that are identified and determines whether actual conflicts of interest exist. To ensure the Theatre operates in accordance with the highest fiduciary standards applicable to non-profit corporations, the Board, the Compensation Committee or another committee appointed by the Chair of the Board of Trustees conduct periodic reviews that include, at a minimum, findings on the following subjects: -Whether the Theatre's compensation arrangements and benefits are the result of arm's-length bargaining and, based on competent survey information, are reasonable. -Whether Theatre's arrangements with third parties are properly recorded, reflect reasonable investment criteria or payments for goods and services, further the Theatre's purposes and do not result in private incurement, impermissible private benefit or an excess benefit transaction under the Code. | |
| Form 990, Part VI, Section B, line 15 | The executive and key employee compensation is recommended by the Executive Compensation Committee of the Board of Trustees based upon comparative data collected from a salary survey conducted by the Theatre Communications Group (TCG), a national service organization for the non-profit theater community. The recommendation is then reviewed and approved by the Executive Committee and full board. | |
| Form 990, Part VI, Section C, line 19 | The Shakespeare Theatre makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request. | |
| Form 990, Part XI, line 9: | Provision for Doubtful Pledges -123,092. Deferred Financing Costs -128,633. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XI, Line 2c: | The Audit Committee is responsible for the oversight of the audit and the selection of an independent accountant. Both processes have not changed from prior year. |