2026-04-04T18:35:05-05:00 2025-05-31 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2024-06-01 592931698 Orlando Shakespeare Theater Inc % JESSE PEREZ ORLA 4074471700 812 E Rollins Street Orlando FL 32803 JESSE PEREZ DIRECTOR OF FINANCE 4074471700 2026-03-15 true true ERIK A HALLUSKA CPA P01954172 4078491569 2024 2025-03-06 01:10:19Z JESSE PEREZ 812 E Rollins Street Orlando FL 32803 7490365 false X WWW.ORLANDOSHAKES.ORG X 1989 FL TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. 31 31 129 304 0 0 1915543 3030320 1629306 1332389 100945 283177 422813 395629 4068607 5041515 0 0 0 0 2964356 2943757 0 0 224668 1888814 2251961 4853170 5195718 -784563 -154203 13670980 14099167 103726 411625 13567254 13687542 X TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS. true true 486650 161512 Orlando Shakespeare Theater's production of What the Constitution Means to Me invited audiences into a deeply personal and timely exploration of the U.S. Constitution through the lens of lived experience. Blending history, storytelling, and civic dialogue, the production sparked meaningful conversations about democracy, individual rights, and the ongoing evolution of our nation's founding document. The show resonated strongly with audiences, particularly students and first-time theatergoers, reinforcing OST's commitment to producing bold, relevant work that engages the community in thoughtful reflection and discourse. 1125117 467008 A Christmas Carol continued as one of Orlando Shakespeare Theater's most beloved holiday traditions, welcoming audiences of all ages to celebrate the spirit of generosity, redemption, and community. This festive production combined vibrant performances, rich storytelling, and seasonal charm to create a warm and accessible theatrical experience for families and longtime patrons alike. As both a cultural cornerstone and a key driver of audience attendance, A Christmas Carol remains central to OST's mission of bringing classic stories to life while fostering connection and joy during the holiday season. 2280361 703869 Orlando Shakespeare Theater's production of Cabaret delivered a powerful and provocative theatrical experience, immersing audiences in the volatile world of 1930s Berlin as political unrest and personal freedoms collide. Through striking performances and an intimate staging, the production examined themes of identity, complacency, and the cost of indifference in the face of rising extremism. Cabaret challenged audiences while showcasing OST's artistic range and commitment to presenting daring, socially resonant work that speaks urgently to both history and the present moment. 3892128 true true false false false false false false false true true true false true false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 134 0 true 129 true false false false false false true true false true true false false false X 31 31 false false false false false false false true false false false true true true true true true true true false X X JESSE PEREZ 4074471700 812 E ROLLINS STREET NO 100 ORLANDO FL 32803 X LAWRENCE R MABREY MGN DIRECTOR thru 11/2024 40.0 0.0 X 124843 0 0 Jim HELSINGER AD & EX-OFFICIO MEMBER 40.0 0.0 X X 28192 0 0 RITA LOWNDES CHAIR 3.0 0.0 X X 0 0 0 Dr JOHN RICK SCHELL BOARD MEMBER Eff. 01/2025 1.0 0.0 X X 0 0 0 A NONI HOLMES-KIDD PRESIDENT EFF. 06/2024 3.0 0.0 X X 0 0 0 LINDA LANDMAN-GONZALEZ 1ST VP EFF. 06/2024 3.0 0.0 X X 0 0 0 DANIEL MCINTOSH 2nd VP Eff. 6/2024 3.0 0.0 X X 0 0 0 Valeria Shapiro Secretary Eff. 06/2024 3.0 0.0 X X 0 0 0 JANET ZIOMEK TREASURER 3.0 0.0 X X 0 0 0 BERNARD AUSTIN BOARD MEMBER 1.0 0.0 X 0 0 0 DANIEL GALANTE BOARD MEMBER 1.0 0.0 X 0 0 0 SUZANNE GILBERT BOARD MEMBER 1.0 0.0 X 0 0 0 JENNIFER KEEHBAUCH BOARD MEMBER 1.0 0.0 X 0 0 0 MACK MCLAUGHLIN BOARD MEMBER 1.0 0.0 X 0 0 0 SHONN MCCLOUD BOARD MEMBER 1.0 0.0 X 0 0 0 ROSY MILLS BOARD MEMBER 1.0 0.0 X 0 0 0 ALONZO MITCHELL BOARD MEMBER 1.0 0.0 X 0 0 0 MARY PALMER BOARD MEMBER 1.0 0.0 X 0 0 0 A Brian Phillips BOARD MEMBER 1.0 0.0 X 0 0 0 SASCHA RIZZO BOARD MEMBER 1.0 0.0 X 0 0 0 ALVIN WANG BOARD MEMBER 1.0 0.0 X 0 0 0 DOTTIE WATSON BOARD MEMBER 1.0 0.0 X 0 0 0 MIKE KILBRIDE BOARD MEMBER 1.0 0.0 X 0 0 0 JEFFREY MOORE BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL WAINSTEIN BOARD MEMBER 1.0 0.0 X 0 0 0 MARCIA HOPE GOODWIN BOARD MEMBER 1.0 0.0 X 0 0 0 ROSEANN HARRINGTON BOARD MEMBER 1.0 0.0 X 0 0 0 JONATHAN GOETZ Board Member EFF.06/2024 1.0 0.0 X 0 0 0 David Storm Board Member Eff.06/2024 1.0 0.0 X 0 0 0 ALAN WILSON BOARD MEMBER EFF 06/2024 1.0 0.0 X 0 0 0 Cheryl Collins ED & EX-OFFICIO Eff. 2/2025 40.0 0.0 X X 0 0 0 Melissa Braillard Board Member Eff. 06/2024 1.0 0.0 X 0 0 0 JASON LOCKER BOARD MEMBER EFF. 6/2024 1.0 0.0 X 0 0 0 CHRIS MCCULLION Board Member Eff. 06/2024 1.0 0.0 X 0 0 0 153035 0 0 1 false false false 0 2234439 151500 644381 3030320 THEATER ADMISSIONS 711110 1239719 1239719 EDUCATION INCOME 611710 92670 92670 1332389 38428 38428 0 0 198193 42393 155800 0 155800 155800 2504681 2259932 244749 244749 244749 99092 127456 -28364 -28364 0 0 0 157767 19069 138698 138698 OTHER INCOME 900099 129495 129495 129495 5041515 1461884 0 549311 0 0 0 0 125480 87547 30318 7615 0 2407062 1679403 581580 146079 75132 54249 18830 2053 150811 108894 37796 4121 185272 124873 51611 8788 0 0 35305 905 34278 122 0 0 0 0 273926 268293 1535 4098 154665 98126 53688 2851 0 0 831247 739172 71337 20738 27430 16973 3454 7003 0 0 0 0 264142 237728 16649 9765 78341 26176 51630 535 PRODUCTION EXPENSES 477018 446263 19855 10900 REPAIRS AND MAINTENANCE 90557 3526 87031 BAD DEBT EXPENSE 19330 19330 5195718 3892128 1078922 224668 X 1565583 1419559 0 0 0 295325 39982 25990 0 0 0 0 0 0 31234 27124 0 129842 6037507 4324797 1011363 1712710 0 0 1992646 1746886 0 0 0 0 9030172 8741731 13670980 14099167 38924 149111 0 0 64802 262514 0 0 0 0 0 0 0 0 0 0 0 0 103726 411625 X 3599033 4008469 9968221 9679073 13567254 13687542 13670980 14099167 -154203 -137068 411559 X X false true X true false X 2291704 2979544 2201219 1915543 3030320 12418330 0 0 2291704 2979544 2201219 1915543 3030320 12418330 263892 12154438 48376 166139 204382 207011 236621 862529 0 62914 220076 337836 365301 386354 1372481 14653340 6230994 0.82947 0.80920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750000 750000 750000 750000 750000 750000 779861 -29861 750000 816938 120170 157247 779861 0.20000 0.80000 false false 4871557 3368561 1502996 1103047 925427 177620 62903 30809 32094 1712710 EXCHANGE TRADED FUNDS 1167068 F MUTUAL FUNDS 380874 F BONDS 198944 F 1746886 INTEREST IN BLDG LEASE, NET 8741232 OTHER ASSETS 499 8741731 0 0 X 5504924 -137068 411559 188918 463409 5041515 5041515 5384636 188918 188918 5195718 5195718 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR DIFFERENT PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ORGANIZATION'S CULTURAL ENDOWMENT FUND WAS ESTABLISHED FOR THE PURPOSE OF RAISING $360,000 FOR THE ORGANIZATION. THIS IS PART OF THE BOARD DESIGNATED ENDOWMENT. ON JULY 21, 2014, THIS WAS MATCHED IN PART BY THE STATE OF FLORIDA IN THE AMOUNT OF $240,000, WITH A CONDITION OF THE CONTINUATION OF THE PROGRAM. THE ACTION BY THE STATE TO MATCH HAS CREATED A DONOR-RESTRICTED ENDOWMENT, WITH AN ENDOWMENT TOTALING $600,000 IN PRINCIPAL. THE PRINCIPAL ON THIS ENDOWMENT WILL NOT BE SPENT; HOWEVER, INCOME EARNED ON THE INVESTMENT CAN BE USED TO FUND OPERATIONS OF THE ORGANIZATION. RISK PARAMETERS THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO PRESERVE THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS CONSERVATIVE AND ASSUMES A MINIMAL LEVEL OF INVESTMENT RISK. THE ORGANIZATION'S GOAL IS FOR ITS ENDOWMENT FUND TO PROVIDE A RATE OF RETURN OVER A MARKET CYCLE (3 TO 5 YEARS) TO EXCEED THE RATE OF INFLATION (AS MEASURED BY THE CONSUMER PRICE INDEX) PLUS 5%. PART X, LINE 2: The Organization is a not-for-profit corporation exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is subject to a tax on income from any unrelated business. At May 31, 2025 and 2024, the Organization did not incur any income tax liabilities from unrelated business income. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the Organization in its tax returns. The Organization's status as a tax-exempt entity is defined as a tax position. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by the Organization in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that the Organization has any material uncertain tax positions at May 31, 2025 and 2024. In the event interest and penalties were due relating to an unsustainable tax position, they would be treated as a component of income tax expense. PART XI, LINE 2D - OTHER ADJUSTMENTS $127,456 FUNDRAISING EXPENSES REPORTED WITH REVENUE $ 42,393 RENTAL EXPENSES REPORTED WITH REVENUE $ 19,069 COST OF GOODS SOLD REPORTED WITH REVENUES ---------- $188,918. PART XII, LINE 2D - OTHER ADJUSTMENTS $127,456 FUNDRAISING EXPENSES REPORTED WITH REVENUE $ 42,393 RENTAL EXPENSES REPORTED WITH REVENUE $ 19,069 COST OF GOODS SOLD REPORTED WITH REVENUES ---------- $188,918. GALA 99092 99092 127456 0 99092 99092 127456 127456 -28364 FORM 990, PART VI, SECTION A, LINE 8B: ALTHOUGH THERE ARE SEPARATE COMMITTEES, MINUTES ARE ONLY KEPT FOR THE MAIN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C: EVERY YEAR EACH BOARD MEMBER SIGNS A NEW CONFLICT OF INTEREST POLICY. THE ORGANIZATION MONITORS HOW BOARD MEMBERS ARE INVOLVED WITH THE ORGANIZATION BASED ON COMMITTEES AND VENDORS. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION OF KEY EXECUTIVE EMPLOYEES OF THE ORGANIZATION ARE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST USING APPROPRIATE RELEVANT COMPARABILITY DATA TO DETERMINE THE COMPENSATION AMOUNT. RELEVANT COMPARABILITY DATA INCLUDES COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR COMPARABLE POSITIONS, AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AND ACTUAL WRITTEN COMPETING OFFERS FOR THE INDIVIDUAL'S SERVICES. INFORMATION TO DETERMINE THE COMPENSATION IS GATHERED AND THE DECISION IS DOCUMENTED IN THE BOARD MINUTES AND IN THE EMPLOYEE'S FILE. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE FROM THE PRIOR YEAR. FORM 990, PART VI, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. ONCE COMPLETE, THE DRAFT FORM IS SENT TO THE BOARD FOR COMMENTS AND EVALUATION. ONCE AGREED UPON THE FINAL DRAFT VERSION OF THE FORM 990, THE CPA FIRM THEN FILES THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART III, LINE 2 WHAT THE CONSTITUTION MEANS TO ME WERE STARTED DURING THE FISCAL YEAR 05/31/2025. FORM 990, PART III, LINE 3 The Macbeth public school tour was completed in FYE 2025. The organization does not have a public school tour scheduled in FYE 26 but it plans to engage public schools again in the future.