2024-06-14T11:24:03-07:00 2023-12-31 271661785 CMRosen LLC 17440 Dallas Pkwy Ste 218 Dallas TX 75287 990 2023-01-01 237227157 The Shakespeare Festival of Dallas dba Shakespeare Dallas SHAK 2145592778 6301 Gaston Ave Ste 1439 Dallas TX 75214 Jenni Stewart Interim Exec Dir 2024-06-12 true Jenni Stewart 999009999 true Chad M Rosen CPA P01071321 9728181400 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z Jenni Stewart 6301 Gaston Ave Ste 1439 Dallas TX 75214 945827 false X www.shakespearedallas.org X 1972 TX Using Shakespeare's works as a cornerstone, Shakespeare Dallas serves the Southwest region with fun and accessible indoor and outdoor theatre, integrated school programs, and cultural enrichment for people of all ages and backgrounds. 14 13 34 40 0 641728 696168 286893 216976 1 0 -8112 11398 920510 924542 0 0 637118 556402 0 167671 576687 471060 1213805 1027462 -293295 -102920 274466 251586 54772 134812 219694 116774 Using Shakespeare's works as a cornerstone, Shakespeare Dallas serves the Southwest region with fun and accessible indoor and outdoor theatre, integrated school programs, and cultural enrichment for people of all ages and backgrounds. false false 622029 184677 Seasonal Productions - The Shakespeare Festival of Dallas celebrated its 50th season with three of Shakespeare's greatest works. The Shakespeare in the Park season included a vibrantly funny production of A Midsummer Night's Dream and an arresting production of The Tempest, and the season closed with an all-female production of Hamlet. Over 20,000 patrons were thrilled at the diversity in styles and excellence in artistry throughout the season. 101460 6633 Outreach - Programming spanned every month with events such as the 50th Season kickoff event at a popular coffee shop, Ides of March with selected scenes performed from Julius Caesar at a local bookstore, and other activities in partnership with many local organizations. The celebration of the milestone anniversary was throughout Dallas. 47661 25666 Education - Shakespeare on the Go! relaunched on-campus performances ofShakespeare Unlocked for grades 6-12. Students and educators were excited to have some program enrichment after 2 years of restrictions due to COVID. Two daytime matine performances of Hamlet were attended by a record breaking 1,200 students. Tickets were provided with a discount or were free based on campus need. Summer camps served over 75 students with creative and inventive versions of Shakespeare's plays adapted and performed by 3rd-12th grade students to the delight of parents and guardians. 771150 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true 89 0 true 34 true false false false false false true true false 0 false false false false false false false X 14 13 false false false false false false false true true false false true true true true true true true false false X Jenni Stewart 2145592778 6301 Gaston Ave Ste 1439 Dallas TX 75214 Karen Raehpour Executive Dir. 45.00 0.00 X 80615 0 13126 Jenni Stewart Interim Exec D 40.00 0.00 X 83710 0 2075 Adrian Godinez Secretary 2.00 0.00 X X 0 0 0 Kathryn Betts Director 2.00 0.00 X 0 0 0 Lauren York Chair 4.00 0.00 X X 0 0 0 Marcus Fuller Director 2.00 0.00 X 0 0 0 Lex Smart Director 2.00 0.00 X 0 0 0 Monique Robinson Treasurer 4.00 0.00 X X 0 0 0 Nathan Eaton Director 2.00 0.00 X 0 0 0 Matthew Adams Director 2.00 0.00 X 0 0 0 Tamitha Curiel Director 2.00 0.00 X 0 0 0 Geoff Demander Vice Chair 4.00 0.00 X X 0 0 0 Connie Tate Director 2.00 0.00 X 0 0 0 Richard Wolff Director 2.00 0.00 X 0 0 0 John Hall Director 4.00 0.00 X 0 0 0 Darren Dittrich Director 2.00 0.00 X 0 0 0 164325 15201 0 false false false 0 15252 160 201286 479470 15934 696168 Contracts for services 711110 50330 50330 Ticket sales 711110 166646 166646 216976 0 0 0 0 0 12135 160 12068 67 67 660 2625 -1965 -1965 19888 6592 13296 13296 0 924542 230272 -1898 X 0 0 0 0 182126 133751 15554 32821 32137 6676 18222 7239 267164 200682 26273 40209 4026 3024 396 606 23217 17440 2283 3494 47732 37816 4133 5783 0 73 73 10284 10284 0 0 0 243616 189709 660 53247 15072 15072 13742 5473 2162 6107 0 0 35524 24274 4121 7129 3721 2869 576 276 0 492 64 27 401 6592 3229 1525 1838 0 39299 38675 267 357 15810 11858 1976 1976 Production expenses 78350 77886 109 355 Business expenses 8485 2652 5833 0 1027462 771150 88641 167671 283 68 20687 18572 39089 43464 0 0 0 0 5148 4076 2770 326089 252774 94070 73315 0 0 0 15993 7996 100268 100253 274466 251586 19024 21579 12500 20000 50000 60000 3248 3233 54772 134812 X 181736 56952 37958 59822 219694 116774 274466 251586 -102920 X false true X true false X 517229 681841 1107711 641728 696168 3644677 0 0 517229 681841 1107711 641728 696168 3644677 336094 3308583 498 3 1 1 503 5017 8374 13391 0 3658571 1422070 0.90430 0.89900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 326089 252774 73315 73315 Artwork (not part of a collection) 97020 Operating lease right-of-use asset 3233 100253 Operating lease liability 3233 3233 X 928542 4000 4000 924542 924542 1031462 4000 4000 1027462 1027462 Part X : FIN48 Footnote Management has concluded that any tax positions which would not meet the more-likely-than-not criterion of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740-10, Accounting for Income Taxes, would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the operating statement or accrued in the statement of financial position. Federal and state tax returns of the Organization are generally open to examination by the relevant taxing authorities for a period of three years from the date on which the returns are filed. See Part V Director Cash flow X 60000 50000 false true true 50000 Schedule L, Part V Supplemental Information Part II, Line (1), Column (a) - Name of Interested Person: Darren Dittrich Form 990, Part VI, Section A, Line 1a The chair of the board, vice-chair, treasurer, and the executive director serve on the executive committee and exercise all the authority of the board in the management of the Organization's business and affairs, except where action of the whole board is expressly required by the TBOC, the Articles of Incorporation, or the Organization's bylaws. Any member of the executive committee may be removed, for or without cause, by the affirmative vote of a majority of the board. Any vacancy in the executive committee shall be filled by the affirmative vote of a majority of the board. Form 990, Part VI, Section B, Line 11b The Interim Executive Director sent this Form 990 to the entire board via email and asked for approval via a reply email within three working days after a draft was received from the preparer. The executive committee also discussed the return in detail on a teleconference call. It was approved when a majority of the board accepted the draft. Any changes or recommendations from the board were forwarded to the preparer for modification before filing. Form 990, Part VI, Section B, Line 12c Duty to Disclose - In connection with any actual or possible conflict of interest and prior to Shakespeare Dallas' entering into or consummating any proposed transaction or arrangement, an interested person must disclose the existence of the financial or organizational interest and be given the opportunity to disclose all material facts to the directors at a regularly scheduled meeting of the board of directors of Shakespeare Dallas regardless of whether the entering into or consummating of the proposed transaction or arrangement would require a vote of the board of directors. The board of directors may delegate to a standing or special committee the review of a potential conflict of interest and any such committee must report back to the board of directors regarding the committee's findings including the committee's recommendation of whether a conflict of interest exists. However, only the board of directors, acting at a regularly scheduled meeting, has the authority to determine whether a conflict of interest exists. When requested by the board of directors (not less frequently than once a year), each director (or other member of a committee of the board of directors), officer, and key employee shall promptly submit a statement to the board of directors setting forth all business and other affiliations, which relate in any way to the business and other affiliations of Shakespeare Dallas.Duty to Abstain - No director shall vote on any matter in which the director has amaterial and direct financial or organizational interest that will be affected by the outcome of the vote. In the event of such an abstention, the abstaining director shall state the reason for the abstention, which shall be noted in the minutes of the board of directors. Further, no director (or other member of a committee of the board of directors), officer, employee, or member shall participate in any other decision-making process (that does not require the vote of the board of directors) in which such director (or other member of a committee of the board of directors),officer, employee, or member has a material and direct financial or organizational interest that will be affected by the outcome of the decision.Determining Whether a Conflict of Interest Exists - After disclosure of the financial or organizational interest and all material facts, and after any discussion with the interested person, the interested person shall leave the board of directors or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.Procedures for Addressing the Conflict of Interest - An interested person may make a presentation at the board of directors or committee meeting, but after the presentation, the interested person shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. The chairperson of the board of directors or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the board of directors or committee shall determine whether Shakespeare Dallas can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the board of directors shall determine by a majority vote of the disinterested directors attending a regularly scheduled meeting of the board of directors at which a quorum is present (including no less than three disinterested directors) whether the transaction or arrangement is in Shakespeare Dallas' best interest, for Shakespeare Dallas' benefit, and whether the transaction or arrangement is fair and reasonable. In conformity with the above determination, the board of directors shall make its decision as to whether to enter into the transaction or arrangement. Form 990, Part VI, Section B, Line 15a In the 4th quarter of 2022, Karen Raehpour was hired as Executive Director. The executive recruiting firm retained by the board provided compensation data of comparable organizations from their Forms 990, with a local, regional, and national perspective. The Organization's Search Committee reviewed these and approved all compensation and benefits.In late 2023, Jenni Stewart became the Interim Executive Director. Her compensation was determined by a majority vote of independent directors upon consideration of a published salary survey for theatres of similar size and budget. This process was undertaken in November 2023. Form 990, Part VI, Section B, Line 15b This is not applicable. Form 990, Part VI, Section C, Line 19 These documents are available upon request.