Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SHAKESPERIENCE PRODUCTIONS INC
Employer identification number
06-1555859
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
102,852
120,785
215,937
146,790
128,206
714,570
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
205,953
230,107
223,996
231,006
223,022
1,114,084
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
308,805
350,892
439,933
377,796
351,228
1,828,654
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
1,828,654
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
308,805
350,892
439,933
377,796
351,228
1,828,654
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
25
22
33
16
11
107
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
25
22
33
16
11
107
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
308,830
350,914
439,966
377,812
351,239
1,828,761
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.990 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
99.990 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SHAKESPERIENCE PRODUCTIONS INC
Employer identification number
06-1555859
Return Reference
Explanation
FORM 990 - ORGANIZATION'S MISSION
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AS STATED IN ITS ARTICLES OF INCORPORATION: THE NATURE OF THE ACTIVITIES TO BE CONDUCTED OR THE PURPOSES TO BE PROMOTED BY THE CORPORATION ARE TO FOSTER IN THE GENERAL PUBLIC AN APPRECIATION FOR ALL ASPECTS OF LITERATURE AND THE PERFORMING ARTS BY EDUCATING YOUNG PEOPLE THROUGH WORKSHOPS, PUBLIC AND CLASSROOM PERFORMANCES, SEMINARS, PROFESSIONALLY LED PROGRAMS OF INSTRUCTION AND STUDENT PARTICIPATION, DISTRIBUTION OF EDUCATIONAL TEXT, AND BY ANY AND ALL OTHER APPROPRIATE MEANS.
FORM 990, PAGE 2, PART III, LINE 4A
FOR ELEMENTARY SCHOOLS, SHAKESPERIENCE PRESENTS CURRICULUM-BASED ADAPTATIONS OF CHILDREN'S CLASSIC LITERATURE. OUR TALENTED ARTISTS GUIDE THE AUDIENCE ON A JOURNEY OF ADVENTURE AND ACTION, WHILE PROMPTING THEM TO CONSIDER ISSUES RELEVANT IN TODAY'S SOCIETY. A DYNAMIC SOUND DESIGN, COSTUMES, SCENERY AND PROPS ROUND OUT THESE THEATRICAL TREATS. PRE-SHOW INTERACTIONS BETWEEN ACTORS AND STUDENTS FOCUS ON A DISCUSSION OF CHARACTER ISSUES AND ALSO TOUCH ON THE AUTHOR AND THEATRICAL DEVICES. A STUDY GUIDE WITH CURRICULUM BASED PRE- AND POST-SHOW ACTIVITIES ACCOMPANIES THIS PRODUCTION. FOR OLDER AUDIENCES, SHAKESPERIENCE'S ENSEMBLE OF ARTISTS PRESENTS PERFORMANCES OF SHAKESPEARE'S PLAYS. EACH PRODUCTION FEATURES OUR ARTISTS' USE OF SHAKESPEARE'S TEXT TO CREATE ACTION AND INSPIRED CHARACTER INTERPRETATIONS. A UNIQUE SOUND DESIGN COMPOSED FOR EACH PRODUCTION ENHANCES OUR INNOVATIVE, VISCERAL ONE-HOUR ADAPTATIONS FOR FIVE OR SIX PROFESSIONAL ACTORS. A PRE-SHOW AND TALK-BACK ENCOURAGE STUDENTS TO DISCUSS SOCIAL ISSUES AS WELL AS THEATRICAL CONCEPTS WITHIN THE PERFORMANCE. THE STUDY GUIDE WITH CURRICULUM BASED PRE- AND POST-SHOW ACTIVITIES ACCOMPANIES THIS PRODUCTION. THIS YEAR, SHAKESPERIENCE PRESENTED 109 PERFORMANCES OF CLASSICAL LITERATURE FOR APPROXIMATELY 32,700 STUDENTS.
FORM 990, PAGE 2, PART III, LINE 4B
RESIDENCY PROGRAMS ARE CUSTOM DESIGNED, IN-DEPTH THEATRE IN EDUCATION PROGRAMS FOR INDIVIDUAL SCHOOLS, AFTER SCHOOL PROGRAMS, CAMPS OR OTHER ORGANIZATIONS. IN ANYWHERE FROM 5 TO 35 SESSIONS OUR ACTOR/EDUCATORS LEAD PARTICIPATING STUDENTS THROUGH THE PROCESS OF REHEARSING AND PERFORMING A PLAY. THE FOLLOWING ARE ASPECTS OF THE PROGRAMS WE CREATE: -TEAMWORK BETWEEN STUDENTS, FACULTY AND THEATRE PROFESSIONALS -OPPORTUNITIES FOR THE INDIVIDUAL'S STRENGTHS TO BE DEVELOPED AND DISPLAYED -COMMUNITY PRIDE AND A SENSE OF ACCOMPLISHMENT WITH A FINAL PERFORMANCE -OUTLETS FOR SELF-EXPRESSION AND SELF-DISCOVERY THROUGH ALL THEATRE ARTS -STUDENT ACTION AND CHARACTER DEVELOPMENT THROUGH LANGUAGE AND LANGUAGE ARTS SKILLS -PUBLIC SPEAKING SKILL STRENGTHENING -BROAD BASED CURRICULUM INTEGRATION -INCREASED ATTENDANCE -ENCOURAGEMENT TO READ -ENHANCEMENT OF STUDENT CHARACTER, RESPECT AND SELF-ESTEEM -LOVE OF LEARNING AND CREATIVE CURIOSITY THIS YEAR, SHAKESPERIENCE CONDUCTED 8 RESIDENCY PROGRAMS TOTALING 111 SESSIONS WITH AT LEAST 300 STUDENTS.
FORM 990, PAGE 2, PART III, LINE 4C
IN-SCHOOL INTERACTIVE SHAKESPEARE WORKSHOPS ARE SHAKESPERIENCE'S SIGNATURE SERIES OF IN-CLASS WORKSHOPS ON SHAKESPEARE AND FOLKLORE, DESIGNED WITH SEVERAL VERSIONS FOR VARIOUS AGE AND EXPERIENCE LEVELS. TWO ACTORS DEMONSTRATE A HONED TEACHING STYLE TO LEAD THE CLASS THROUGH CURRICULAR LESSONS RELEVANT TO SHAKESPEARE, FOLKLORE, & MYTHOLOGY. THEY EMPOWER THE STUDENTS WITH THE TOOLS TO UNDERSTAND AND APPRECIATE SHAKESPEARE'S LANGUAGE AND CLASSIC TEXTS. STUDENTS ARE INVITED TO PARTICIPATE IN SHAKESPEAREAN SCENES WITH THE ACTORS, FINDING RELEVANCE TO THEIR OWN LIVES IN THE CHOSEN CHARACTERS AND THEMES. EDUCATORS AS WELL AS STUDENTS ARE ENCOURAGED TO PERFORM IN THESE SCENES, FOSTERING A SENSE OF COMMUNITY THROUGH THE TEXT. STUDENTS JOIN IN A CLOSING QUESTION AND ANSWER SESSION LED BY THE ACTORS. THIS SMALL GROUP ACCESS TO THE SHAKESPERIENCE TEACHING APPROACH AND THE BALANCE OF WORKSHOP AND PERFORMANCE ALLOW FOR THE HIGHEST LEVEL OF INCLUSIVENESS. THIS UNIQUE FORMAT PERMITS THE CELEBRATION OF THE SPOKEN LANGUAGE AND EMPOWERS STUDENTS WITH CONFIDENCE AND PUBLIC SPEAKING SKILLS. RATHER THAN CONDESCENDING TO THE STUDENTS, SHAKESPERIENCE INVITES THEM TO RISE TO THE LEVEL OF THE LANGUAGE. EACH SESSION IS PRESENTED WITH SIGNIFICANT TIES TO LANGUAGE ARTS, SOCIAL STUDIES, AND THEATRE LEARNING STANDARDS. A STUDY GUIDE WITH PRE- AND POST-SHOW ACTIVITIES ACCOMPANIES EACH PROGRAM. THIS YEAR, SHAKESPERIENCE PRESENTED MORE THAN 335 INDIVIDUAL WORKSHOPS FOR NEARLY 10,110 STUDENTS.
FORM 990, PAGE 2, PART III, LINE 4D
OTHER PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE SUMMER SEASON, WHICH IS A COLLECTION OF OUTDOOR PUBLIC PERFORMANCES OF SHAKESPEARE AND OTHER CLASSIC WORKS SPONSORED BY PARTNER ORGANIZATIONS TO DRAW FAMILIES TOGETHER FROM URBAN AND SUBURBAN AREAS AND CULTIVATE ECONOMIC DEVELOPMENT THROUGH ANCILLARY THEATRE ACTIVITIES SUCH AS TRAVEL, DINING, AND LODGING. TWO FESTIVALS BOOKEND OUR PUBLIC APPEARANCES, JUNE'S SHAKESPEARE IN LIBRARY PARK (WATERBURY, CT) AND AUGUST'S SHAKESPEARE ON THE SHORELINE (GUILFORD, CT). AT THE LATTER, SHAKESPERIENCE PROVIDES PRODUCTION EXPERTISE AS WELL AS A FAMILY PERFORMANCE, MAIN STAGE PERFORMANCE, AND 2 THEATRE DAYCAMPS FOR STUDENTS. IN BETWEEN THE FESTIVALS, SHAKESPERIENCE TOURED WEEKEND SHAKESPEARE PRODUCTIONS TO 3 WINERIES ON THE CT WINE TRAIL. THESE FULLY MOUNTED PRODUCTIONS ENTERTAIN AND ENLIGHTEN AUDIENCES,PROVIDE FAMILY ACTIVITIES AND ENCOURAGE COMMUNITY. THIS YEAR, SHAKESPERIENCE PRESENTED 14 PERFORMANCES BETWEEN THE TWO FESTIVALS AND WINERY TOUR FOR MORE THAN 5,000 PATRONS OF ALL AGES. THE REMAINING PROGRAMS INCLUDE: EXPENSES REVENUE SUMMER SEASON 26,918. 4,324. FALL FESTIVAL OF THEATRE 15,412. 11,917. PUBLIC TOURS 35,800. 18,350. ACTING CLASSES 8,138. 3,477. _______ _______ TOTAL OTHER PROGRAMS 86,268. 38,068.
FORM 990, PAGE 6, PART VI, LINE 2
JEFFREY T. LAPHAM EMILY MATTINA C.O.O. C.E.O. FAMILY RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 11B
THE ORGANIZATION'S BOARD OF DIRECTORS HAS ASSIGNED THE DUTY OF REVIEWING THE ANNUAL 990 TO ITS FINANCE COMMITTEE. THE ANNUAL 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM WORKING CLOSELY WITH THE C.O.O. COPIES OF THE COMPLETED RETURN ARE PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW BEFORE FILING. UPON REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, COPIES OF THE 990 FORM ARE PROVIDED TO ALL BOARD OF DIRECTOR MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12C
EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND THE RELATED ANNUAL DISCLOSURE FORM. EACH BOARD MEMBER COMPLETES THE ANNUAL DISCLOSURE FORM AS REQUIRED BY THE POLICY. THE ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE BOARD AFFAIRS COMMITTEE AND THE ORGANIZATION'S CHIEF OPERATING OFFICER AND APPROPRIATE ACTION IS TAKEN ACCORDING TO THE WRITTEN POLICY IF NECESSARY.
FORM 990, PAGE 6, PART VI, LINE 15A
THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE COMPENSATION LEVEL FOR THE ORGANIZATION'S C.E.O. ON AN ANNUAL BASIS, AFTER FINANCE COMMITTEE REVIEW. ONLY INDEPENDENT MEMBERS OF THE FINANCE COMMITTEE AND BOARD OF DIRECTORS ARE INVOLVED WITH THIS PROCESS. THE ORGANIZATION'S C.O.O. PROVIDES THE PROPOSED COMPENSATION LEVEL ALONG WITH THE ORGANIZATION'S PROPOSED BUDGET FOR THE UPCOMING YEAR. THE FINANCE COMMITTEE REVIEWS THE PROPOSAL TAKING INTO ACCOUNT THE C.E.O. PERFORMANCE, KNOWN COMPARABLE COMPENSATION LEVELS FOR SIMILAR SIZE ORGANIZATIONS, AND ALL OTHER FACTORS, AS NECESSARY. THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR SALARY LEVEL FOR THE UPCOMING YEAR AND THE BOARD VOTES ON THE PROPOSAL DURING THE ANNUAL BUDGET APPROVAL PROCESS.
FORM 990, PAGE 6, PART VI, LINE 15B
THE PROCESSES AND PROCEDURES FOR DETERMINING THE COMPENSATION LEVEL FOR THE ORGANIZATION'S C.O.O. ARE THE SAME AS FOR THE ORGANIZATION'S C.E.O AND ARE OUTLINED ABOVE.
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION'S ANNUAL 990 FILING IS AVAILABLE FOR INSPECTION ON THE PUBLICLY AVAILABLE WEBSITE GUIDE STAR. THE ORGANIZATION'S ANNUAL 990 FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE CONNECTICUT PUBLIC CHARITIES UNIT OF THE CONNECTICUT ATTORNEY GENERAL'S OFFICE IN HARTFORD, CT. THE ORGANIZATION REGISTERS ANNUALLY UNDER THE CT SOLICITATION OF CHARITABLE FUNDS ACT AND SUBMITS THESE DOCUMENTS ANNUALLY AS REQUIRED. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL 990 FILING ARE AVAILABLE FOR INSPECTION BY MEMBERS OF THE PUBLIC AT THE ORGANIZATION'S PLACE OF BUSINESS DURING NORMAL BUSINESS HOURS. APPOINTMENTS FOR REVIEW OF THESE DOCUMENTS MUST BE MADE WITH THE ORGANIZATION'S C.O.O. IN ADVANCE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.