Nonprofit · EIN 59-2931698
ORLANDO SHAKESPEARE THEATER INC
Tax-exempt · ORLANDO, FL 32803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $5,041,515 | $5,195,718 | -$154,203 | $14,099,167 | $411,625 | $13,687,542 |
| May 31, 2024 | 990 | $4,068,607 | $4,853,170 | -$784,563 | $13,670,980 | $103,726 | $13,567,254 |
| May 31, 2023 | 990 | $4,113,620 | $4,557,265 | -$443,645 | $6,167,085 | $334,327 | $5,832,758 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $3,030,320
- of which government grants
- $151,500
- Program service revenue
- $1,332,389
- Investment income
- $283,177
- Net rental income
- $155,800
- Net gain from sales of assets
- $244,749
- Net income from fundraising events
- -$28,364
- Net income from sales of inventory
- $138,698
- Other revenue
- $395,629
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $125,480
- Other salaries and wages
- $2,407,062
- Salaries, compensation and benefits (total)
- $2,943,757
- Professional fundraising fees
- $0
- Accounting fees
- $35,305
- Occupancy
- $831,247
- Travel
- $27,430
- Depreciation
- $264,142
- Program services (functional)
- $3,892,128
- Management and general (functional)
- $1,078,922
- Fundraising (functional)
- $224,668
Balance sheet and other
- Total assets, start of year
- $13,670,980
- Total assets, end of year
- $14,099,167
- Total liabilities, end of year
- $411,625
- Net assets, end of year
- $13,687,542
- Land, buildings and equipment
- $1,712,710
- Net assets without donor restrictions
- $4,008,469
- Net assets with donor restrictions
- $9,679,073
- Gross receipts
- $7,490,365
- Employees
- 129
- Volunteers
- 304
- Year formed
- 1989
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE R MABREY | MGN DIRECTOR thru 11/2024 Officer | 40 | $124,843 |
| Jim HELSINGER | AD & EX-OFFICIO MEMBER Trustee or director, Officer | 40 | $28,192 |
| RITA LOWNDES | CHAIR Trustee or director, Officer | 3 | $0 |
| Dr JOHN RICK SCHELL | BOARD MEMBER Eff. 01/2025 Trustee or director, Officer | 1 | $0 |
| A NONI HOLMES-KIDD | PRESIDENT EFF. 06/2024 Trustee or director, Officer | 3 | $0 |
| LINDA LANDMAN-GONZALEZ | 1ST VP EFF. 06/2024 Trustee or director, Officer | 3 | $0 |
| DANIEL MCINTOSH | 2nd VP Eff. 6/2024 Trustee or director, Officer | 3 | $0 |
| Valeria Shapiro | Secretary Eff. 06/2024 Trustee or director, Officer | 3 | $0 |
| JANET ZIOMEK | TREASURER Trustee or director, Officer | 3 | $0 |
| BERNARD AUSTIN | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL GALANTE | BOARD MEMBER Trustee or director | 1 | $0 |
| SUZANNE GILBERT | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER KEEHBAUCH | BOARD MEMBER Trustee or director | 1 | $0 |
| MACK MCLAUGHLIN | BOARD MEMBER Trustee or director | 1 | $0 |
| SHONN MCCLOUD | BOARD MEMBER Trustee or director | 1 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSY MILLS | BOARD MEMBER Trustee or director | 1 | $0 |
| ALONZO MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY PALMER | BOARD MEMBER Trustee or director | 1 | $0 |
| A Brian Phillips | BOARD MEMBER Trustee or director | 1 | $0 |
| SASCHA RIZZO | BOARD MEMBER Trustee or director | 1 | $0 |
| ALVIN WANG | BOARD MEMBER Trustee or director | 1 | $0 |
| DOTTIE WATSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE KILBRIDE | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL WAINSTEIN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCIA HOPE GOODWIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ROSEANN HARRINGTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JONATHAN GOETZ | Board Member EFF.06/2024 Trustee or director | 1 | $0 |
| David Storm | Board Member Eff.06/2024 Trustee or director | 1 | $0 |
| ALAN WILSON | BOARD MEMBER EFF 06/2024 Trustee or director | 1 | $0 |
| Cheryl Collins | ED & EX-OFFICIO Eff. 2/2025 Trustee or director, Officer | 40 | $0 |
| Melissa Braillard | Board Member Eff. 06/2024 Trustee or director | 1 | $0 |
| JASON LOCKER | BOARD MEMBER EFF. 6/2024 Trustee or director | 1 | $0 |
| CHRIS MCCULLION | Board Member Eff. 06/2024 Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS A LOVE | MANAGING DIRECTOR (THRU 07/23) Officer | 40 | $50,384 | $7,972 |
| LAWRENCE R MABREY | MGN DIRECTOR(11/23 TO 5/24) Officer | 40 | $9,231 | $0 |
| RITA LOWNDES | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| Dr JOHN RICK SCHELL | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| A NONI HOLMES-KIDD | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DR JESSICA VAUGHT AVILES | 2ND VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DANIEL MCLNTOSH | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JANET ZIOMEK | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| Andrea Massey-Farrell | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN ARKIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDREW ASHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BERNARD AUSTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANIEL GALANTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUZANNE GILBERT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GRANT GRIBBLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB HENLON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER KEEHBAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Linda Landman-Gonzalez | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANCILLE MACFARLAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MACK MACLAUGHLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHONN MCCLOUD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSY MILLS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALONZO MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY PALMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| A Brian Phillips | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SASCHA RIZZO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELLEN SNYDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERRY TORRES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALVIN WANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOTTIE WATSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL ZACKERY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE KILBRIDE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL WAINSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARCIA HOPE GOODWIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSEANN HARRINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS A LOVE | BOARD MEMBER Trustee or director | 40 | $99,933 | $12,811 |
| RITA LOWNDES | CHAIR - COMMUNITY LEADER Trustee or director, Officer | 3 | $0 | $0 |
| Dr John Rick Schell | President - Community Leader Trustee or director, Officer | 3 | $0 | $0 |
| A Noni Holmes-Kidd | Vice PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| Dr Jessica Vaught Aviles | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| Valerie Shapiro | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Janet Ziomek | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Susan Arkin | BOARD Member Trustee or director | 1 | $0 | $0 |
| Kim Ashby | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM HELSINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARCIA HOPE-GOODWIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR JENNIFER KEEBAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL WAINSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANIEL MCINTOSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR MARY PALMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELLEN SNYDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERRY TORRES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA LANDMAN GONZALEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARITZA MARTINEZ-Guerrero | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSEANN HARRINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANCILLE MACFARLAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Andrew Asher | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Bernard Austin | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Scott Evans | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Dr Daniel Galante | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Suzanne Gilbert | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Grant Gribble | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Rob Henlon | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Andrea Massey-Farrell | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Shonn McCloud | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Mack McLaughlin | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Rosy Mills | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| A Brian Phillips | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Sascha Rizzo | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Dr Alvin Wang | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Cheryl Zackery | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 812 E ROLLINS STREET, ORLANDO, FL 32803-1203
- In care of
- % JESSE PEREZ
- Principal officer (990 for 2024)
- JESSE PEREZ, 812 E Rollins Street, Orlando, FL 32803
- Signed the 990
- JESSE PEREZ, DIRECTOR OF FINANCE
- Phone
- (407) 447-1700
- Website
- WWW.ORLANDOSHAKES.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS.
Program accomplishments
- 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.Expenses $486,650 · revenue $161,512
- 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.Expenses $1,125,117 · revenue $467,008
- 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.Expenses $2,280,361 · revenue $703,869
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2931698
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A650)
- Assets (IRS master file)
- $14,099,167
- Income (IRS master file)
- $7,490,365
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $5,041,515 | $5,195,718 | $14,099,167 | XML |
| 990 | May 2024 | $4,068,607 | $4,853,170 | $13,670,980 | XML |
| 990 | May 2023 | $4,113,620 | $4,557,265 | $6,167,085 | XML |
| 990 | May 2022 | $4,359,887 | $3,545,001 | $6,529,809 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2931698).
Questions about ORLANDO SHAKESPEARE THEATER INC
- What is the EIN of ORLANDO SHAKESPEARE THEATER INC?
- The employer identification number (EIN) of ORLANDO SHAKESPEARE THEATER INC is 59-2931698.
- Is ORLANDO SHAKESPEARE THEATER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ORLANDO SHAKESPEARE THEATER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORLANDO SHAKESPEARE THEATER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORLANDO SHAKESPEARE THEATER INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORLANDO SHAKESPEARE THEATER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ORLANDO SHAKESPEARE THEATER INC?
- The 990 for the year ended May 31, 2025 names JESSE PEREZ.
- Who are the officers and directors of ORLANDO SHAKESPEARE THEATER INC?
- The 990 for the year ended May 31, 2025 lists 34 people; 2 received compensation from the organization, the highest $124,843 (LAWRENCE R MABREY, MGN DIRECTOR thru 11/2024).
- How much revenue does ORLANDO SHAKESPEARE THEATER INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $5,041,515, expenses of $5,195,718 and total assets of $14,099,167 at year end.
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