Orlando Shakespeare Theater Inc
812 E. Rollins Street
Orlando FL 32803-1202
Contact Information
Address 812 E. Rollins Street
Orlando, FL 32803 1202
Phone (407) 447-1700
Fax (407) 447-1701
Web and Social Media
Donate with a credit card http://orlandoshakes.org/donatenow
The Lowndes Shakespeare Center in Loch Haven Park.

With Shakespeare as our standard and inspiration, the Orlando Shakespeare Theater in Partnership with UCF produces bold professional theater, develops new plays, and provides innovative educational experiences that enrich our community.

CEO/Executive Director Mr. PJ Albert
Board Chair Mr. Jack Lord
Board Chair Company Affiliation Foley & Lardner
IRS Ruling Year 1989
Former Names
Orlando-UCF Shakespeare Festival2007
Financial Summary
Projected Revenue $3,419,036.00
Projected Expenses $3,364,225.00

With Shakespeare as our standard and inspiration, the Orlando Shakespeare Theater in Partnership with UCF produces bold professional theater, develops new plays, and provides innovative educational experiences that enrich our community.


Previous Accomplishments

-      Orlando Shakes has produced 148 plays over twenty-six seasons.

-      Orlando Shakes has reached 1.6 million patrons and growing.

-      Orlando Shakes reaches 35,000 students annually through its Education programming.

-      Orlando Shakes has produced 22 world premiere productions.

-      The annual expenditures of Orlando Shakes within Central Florida will exceed $5.1 million next year.

-      Orlando Shakes provides 24 full-time jobs and 11 seasonal jobs within Central Florida. Additionally, over 150 artists are used on an annual basis.

-      The Lowndes Shakespeare Center has been fully renovated to include four performance venues, two rehearsal halls, a meeting/reception room, and office and shop space for all staff.


Recent Accomplishments

-      Orlando Shakes merged the New Play Series into the Signature Series and renamed the TYA Series to the Children's Series.

-      Orlando Shakes had over 75,000 attendees to productions during the course of the 2013-2014 season.

Independent Research has been conducted on this organization's theory of change or program effectiveness? No
  1. To consult with TRG Arts regarding our single ticket price structure and sales promotions. We had a very successful consultation this past year on our subscription programs, and increased subscribers by 30%. Cost: $10,000
  2. Allow staff members to attend seminars and conferences to improve their training and to stay current on best practices. Cost: $5,000+ annually
  3. To replace our phone system with more modern technology that would allow our patrons to queue at the Box Office rather than leaving a voicemail message. Cost: $20,000
  4. Build our Endowment to at least $5 million. We currently maintain a $460,000 reserve fund, a $100,000 PlayFest Endowment, and a $600,000 Endowed Chair at UCF. The goal is to build an Endowment to support the long-term growth of the organization’s programming and capital needs.

Orlando Shakespeare Theater is the only professional, classical theater company in Central Florida. Orlando Shakes began as a project by UCF professor, Stuart Omans under the name Orlando Shakespeare Festival in 1989. Performances were done at the Walt Disney Amphitheater of Lake Eola Park in downtown Orlando; which would continue for 17 years. In 1995, the Festival began expanding its season and commissioned a non-Shakespeare play for the first time. Plays were staged in rented spaces and the struggle to find performance space created a need to find a permanent home. In late 2001, the Lowndes Shakespeare Center in Loch Haven Park opened its doors, giving the Theater the opportunity to provide exceptional audience experiences and become the first professional regional theater in Central Florida. In 2007, the name was officially changed to Orlando Shakespeare Theater to better reflect the year-round programming that was being offered.


In addition to producing live theater, Orlando Shakes has an established educational program that has grown to include in-school residencies, study guides, on-site classes, and summer camps. Moreover, the Education department houses a training program for emerging young professional artists through apprenticeships and internships in acting and technical disciplines. In the fall of 2007, OST welcomed UCF MFA students-in-residence for the first time.


New play development is an important component of OST’s mission, and is celebrated at our annual new play festival, PlayFest. Growing out of PlayLab, PlayFest has become a prestigious event that draws highly regarded playwrights, diverse theater and production companies, along with audiences from around the world. Many plays that originated during PlayFest have progressed to successful runs in other theaters. In 2008, the Theater joined the prestigious National New Play Network and hosted their annual conference. Additionally, in 2008, the Theater saw the publication of The Trial of Ebenezer Scrooge by Dramatists Play Service and Robinson Crusoe by PlayScripts, which both originated through PlayFest.


Throughout PlayFest’s history, the event has presented more than 149 new plays and master classes/keynote addresses by such award-winning artists as Israel Horovitz, Jeffrey Hatcher, Olympia Dukakis, Academy Award winner Philip Seymour Hoffman, and Tony Award winner Jon Jory.  This year,  playwright, author, and film and television writer Mark St. Germain, thrilled audiences with his storytelling and Keynote Address.


CEO Statement
As set forth by our Board of Directors, we the staff, artists, designers, technicians, and volunteers of Orlando Shakespeare Theater value professionalism, creativity, fiscal responsibility, positive audience experience, accessibility, and community enrichment.
Board Chair Statement Our vision is to create theater of extraordinary quality that encourages the actor/audience relationship, embraces the passionate use of language, and ignites the imagination. Our goal is to be a nationally recognized destination theater offering productions and education year-round for all audiences.
NTEE Information
Primary Organization Type Arts,Culture & Humanities
Primary Organization SubType Theater
Areas Served
Geographic Areas Served
FL - Brevard
FL - Lake
FL - Orange
FL - Osceola
FL - Polk
FL - Seminole
FL - Volusia
Orlando Shakespeare Theater services guests and students in the Orlando MSA, four additional Central Florida counties, and regularly welcomes guests from throughout the United States and around the world. The service area for Theater covers a wide range of patrons economically: urban, inner city, suburban and rural. 

With the overarching goal of producing bold professional theater, the Theater presents a six play Signature Series comprised of a combination of Shakespeare's works, classic literature, and Tony award-winning plays that adhere to Shakespeare's standard of language and artistry. Each production includes evening, senior matinee and student matinee performances, accounting for approximately 175 performances and 40,000 patrons annually. The Theater uses professional actors and technicians and has contracts with Actors’ Equity Association and United Scenic Artists. 

Population Served Adults
Elderly and/or Disabled
Adolescents Only (13-19 years)
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.

Short-term success for the Signature Series is measured by several factors, including average percent of capacity for each show, overall attendance and single ticket revenue figures. 

Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.

Orlando Shakespeare Theater’s bold professional productions strive to bring the community together for a live, one-time only experience. Each performance is unique and stands alone as a work of art. Long-term success for the Signature series will be determined by the Theater’s ability to expand the Series to a year-round schedule, adding more plays, and/or creating additional similar series for each season. Additionally, a long-term goal of the Theater is to offer a free Shakespeare production outdoors in Loch Haven Park. Other goals for the Signature Series are to allow for  year-round employment for production management staff, increase national audiences, and finding new ways to partner with other arts and educational institutions.


Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

Orlando Shakespeare Theater uses a ticket sales and contact management database to track all financial and attendance figures, and to analyze growth over both short and long term periods.

Examples of SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

For three of the four past seasons, the Wall Street Journal critic, Terry Teachout, has flown to Orlando to review a production. These reviews have been consistently positive and have garnered national attention for our production of the works. The reviews have also had a positive impact with patrons from the Southeast region attending after having read the review.


As education is an important facet of our Mission Statement, the Children's Series (formerly Theater for Young Audiences Series) allows the Theater to introduce a younger generation to the arts. Each season, three productions are carefully chosen to create this series based on feedback from teachers and the public. Each production focuses on meeting specific Common Core standards. Our Education department creates a study guide for teachers to use prior to attending to allow the work in the classroom to be tied back to the live performance.

Population Served Children Only (5 - 14 years)
Other Health/Disability
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.

Short-term success for the Theater for Young Audiences series is measured by several factors, including educational outreach, repeat participation, overall attendance, and revenue figures. 

Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.

With the TYA Series, the Theater will strives for more schools from additional counties to attend the performances, and to be able to include additional classroom offerings in preparation with the live performances.

Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

Orlando Shakespeare Theater uses a ticket sales and contact management database to track all financial and attendance figures, and to analyze growth over both short and long term periods.

Examples of SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

For the 25thseason, the Theater has partnered with Magic Tree House and Orange County Public Schools to provide free books to Title I students prior to seeing a live production. Over 34,000 books will be provided by the end of the program, and student reading scores will be measured to judge the impact provided by the books. Earning the opportunity for this type of partnership reflects on the high quality of the Theater’s productions.


PlayFest is a prestigious event featuring highly regarded national and promising young playwrights, and theater artists, such as Pulitzer winners, Robert Schenkkan, Nilo Cruz, Israel Horovitz, and Pulitzer finalist, Theresa Rebeck, as well as Oscar-winners Olympia Dukakis and Philip Seymour Hoffman. Writers are afforded the opportunity to interact with audiences as they work from page to stage.

Population Served Adults
US& International
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.

For this program, it is very easy to evaluate short term successes by the number of plays that continue on to be produced whether at our organization or at other theaters. We also receive feedback on the last day of the event from the playwrights that participated to analyze the benefit to them in crafting their story.

Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.

New works that are able to receive multiple productions and eventually move to on or off Broadway are the goals for the program. The Theater strives to continue the relationship with the playwright in not only developing the language of the play, but also developing the play’s future success in the theater community.

Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

Orlando Shakespeare Theater uses a ticket sales and contact management database to track all financial and attendance figures, and to analyze growth over both short and long term periods.

Examples of SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

The program has garnered two published works with The Trial of Ebenezer Scrooge and Robinson Crusoe. It has also seen eighteen World Premiere productions, of which two were Rolling World Premieres through the National New Play Network. The Exit Interview most recently had five theaters produce the work in a single season.



Orlando Shakes educational programs include four areas:


Internships/Apprenticeships: The Theater provides internships for young theater artists to work with seasoned professional actors, technicians, and administrators.


Youth & Adult Classes: Orlando Shakes offers a wide variety of Saturday morning classes for students from pre-K to senior citizens, allowing students to experience personal growth through theater.


Shakespeare in Schools: Orlando Shakes uses arts integration to assist teachers with fulfilling Sunshine State Standards in Language Arts, Drama, Health and Wellness, and other subjects. Student matinee performances are available for field trips.


Summer Programs: Camps for students from pre-K to 12th grade are offered each summer, including The Young Company, a summer workshop for high school students, and Shakespeare with Heart, a camp for teens with and without special needs in partnership with UCP of Central Florida and UCF Exceptional Education Department.


Population Served Children and Youth (0 - 19 years)
At-Risk Populations
Elderly and/or Disabled
CEO Comments

Orlando Shakespeare Theater collaborates with numerous other organizations within Central Florida, across the United States, and internationally.  Our most recent collaboration involved a partnership with Prague Shakespeare in the Czech Republic. Our co-production of Julius Caesar first performed in Orlando, then moved to Prague. Three of the Orlando cast members, the director, costumes and sets all traveled to Prague for a week of performances at the National Theater.


In Spring of 2013 a collaboration with the Orlando Philharmonic Orchestra took place to present A Midsummer Night’s Dream to the music of Mendelssohn. This successful artistic collaboration brought together stage and musical stars of Orlando in the most celebrated of all musical scores written for a classic play. On a national level, OST was the lead theater in a National New Play Network collaboration, presenting the World Premiere of The Exit Interview in October 2012.  Other theaters that participated in this Rolling World Premiere program are: San Diego Repertory (October 2012), Riverside Theatre (October 2012), and Actor’s Theatre of Charlotte (April 2013). OST is proud to continue to work with playwrights and develop new work for the stage that is seen nationally. 


In 2010, the Theater partnered with Osceola County Schools to create an innovative arts integration program, training both teachers and students in eight high schools. OST continues a 20-year tradition of working within the Orange and Seminole County School districts as well. Additionally, the Theater lead a co-production of The 39 Steps with The Florida Repertory Theatre in Ft. Myers and Actor's Playhouse in Coral Gables.  The show kicked off OST’s 22nd season and then completed runs at three additional theaters with the Theater’s original cast, scenery and costumes.


Each season, the Theater collaborates with members of the Orange County Bar Association and OST's own Bard's Board Barristers to present an annual mock trial, exploring the legal implications of one of the plays produced by the Theater.


Now in its tenth year, Shakespeare with Heart is a summer camp for children with special needs in partnership with United Cerebral Palsy of Central Florida and sponsored by the UCF Exceptional Education Department.


The Lowndes Shakespeare Center continues to serve as an affordable and much needed venue for local community organizations and individuals producing various works of theater, music, and dance.
Board Chair
Board Chair Mr. Jack Lord
Company Affiliation Foley & Lardner
Term June 2015 to May 2016
Board Co-Chair
Board Co-Chair Mrs. Rita Lowndes
Company Affiliation Community Leader
Term Start June 2015 May 2016
Board Members
NameCompany AffiliationsStatusCertificate*
Mr. PJ Albert Orlando Shakespeare TheaterVoting
Ms. Stephanie Allen Orlando Magic Youth FoundationVoting
Ms. Polly Anderson WUCFVoting
Ms. Susan Arkin Community LeaderVoting
Mrs. Lyn Berelsman Community VolunteerVotingYes
Mr. R. Dean Bosco CFPBB&T Wealth ManagementVoting
Mr. Scott Evans Orange County Public SchoolsVotingNo
Dr. Jose Fernandez University of Central FloridaVoting
Ms. Suzanne Gilbert Holland & Knight LLPVoting
Ms. Marilyn Goldman Community Leader
Mrs. Marcia Hope Goodwin City of OrlandoVoting
Mr. Grant Gribble Gribble InteriorsVoting
Mr. Jim Helsinger Orlando Shakespeare TheaterVoting
Mrs. Jill Kling LarsonAllen LLPVoting
Mr. John (Jack) Lord Foley & LardnerVoting
Mrs. Rita Lowndes Community VolunteerVoting
Dr. Ken Margeson RetiredNonVoting
Mrs. Trisha Margeson Community Leader
Mrs. Andrea Massey-Farrell Massey Communications, Inc.Voting
Mr. Daniel F. McIntosh Lowndes, Drosdick, Doster, Kantor & ReedVotingNo
Mr. Mark T. Middlebrook Wells FargoVoting
Mr. Jeffrey Moore University of Central FloridaVotingNo
Ms. Lisa Nason Orange County Office of the MayorVotingNo
Dr. Mary Palmer Dr. Mary Palmer and AssociatesVoting
Mr. A. Brian Phillips Esq.A. Brian Phillips, P.A.Voting
Mr. Clinton Pownall Computer Business ConsultantsVotingNo
Ms. Lisa Prast Community LeaderVoting
Mrs. Alexis Pugh Community VolunteerVotingYes
Mr. John Quigley Raymond James
Ms. Cindy Reemsnyder Orlando Shakespeare Theater GuildVoting
Mrs. Carolyn Saliba Florida Hospital FoundationVoting
Mr. Frank Santos Rosen Hotels
Dr. John (Rick) Schell University of Central FloridaVoting
Mrs. Valerie Shapiro Community VolunteerVoting
Ms. Ellen Snyder Community LeaderVoting
Mrs. Patricia Strasberg Community VolunteerNonVoting
Ms. Cory Taylor Roetzel and Andress, P.A.Voting
Ms. Debbie Toohey Community Leader
Ms. Jessica Vaught Orlando HealthVoting
Mr. Bryce West Community VolunteerVoting
Mr. Chris Whitney RLFVotingNo
*This individual has been awarded a Certificate in Orientation to Board Service by the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College ebi.rollins.edu, the Central Florida Partnership www.centralfloridapartnership.org, and the Central Florida Foundation www.cffound.org.
Board Term Lengths 3
Board Term Limits 3
Board Ethnicity
Asian American/Pacific Islander 0
Caucasian 39
Hispanic/Latino 2
Native American/American Indian 0
Other 0
Other (if specified) 0
Written Board Selection Criteria Yes
Written Conflict of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Constituency Includes Client Representation Yes
Standing Committees
Standing Committees
Committee Name
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Strategic Planning / Strategic Direction
Additional Board/s Members and Affiliations
Advisory Board
NameCompany Affiliation
Ms. Kimberly Ashby Akerman Senterfitt
Ms. Danielle Saba Courtenay APROrlando/Orange County Convention & Visitors Bureau
Ms. Pat Engfer Hyatt Regency Orlando International Airport
Ms. Lisa Geiger Burr & Forman LLP
Ms. Kerry Giedd Eola Eyes
Mr. Keith Hesse
Mrs. Marian Peters Community Volunteer
Ms. Valerie Pickert
Dr. Sy Saliba Ph.D.Florida Hospital
Ms. Taylor Simpson-Wood Dwayne O. Andreas School of Law, Barry University
Ms. Norma Stanley Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Mr. Ed Timberlake Seaside National Bank and Trust
Mr. Kirk Wingerson Orlando Venues
Dr. Robert Wood J.D.University of Central Florida
CEO Comments
In addition to the Board of Directors and Advisory Council, Orlando Shakespeare Theater's has more than 400 volunteers who are very active in the Guild and other volunteer groups.  The Board of Directors meets 10 times per year. The Board Committees are very active and work closely with staff. Each committee meets based on the needs of the particular group. Some meet monthly while others meet bi-annually.
Advisory Council members are welcome at all Board meetings, and meet twice per year. They also participate on committees of their choosing as members.
CEO/Executive Director
CEO/Executive Director Mr. PJ Albert
Term Start Oct 2012
Email pja@orlandoshakes.org

PJ Albert began work with Orlando Shakespeare Theater in 2001 as the Master Electrician during the initial renovation of the Lowndes Shakespeare Center. Since that time, he has held the positions of Production Manager, Guest Services Director, Business Manager and General Manager before being promoted to Managing Director. PJ has a background in Theater, specializing in Technical Production. He has worked as an Event Manager, Stage Manager, Lighting Designer, Sound Designer, and Pyrotechnics Designer for companies such as Santa Fe Opera, Williamstown Theatre Festival and RSL Theatrical. He has also done contract work for AFLAC, Synovus, Aaron’s, and Harley Davidson.

CEO Salary Range $50,001 - $75,000
Former CEOs
Former CEOs
Mr. Arnold N. Breman Aug 2009June 2009
Ms. Shannon Lacek Sept 2010Sept 2012
Number of Full Time Staff 26
Number of Part Time Staff 4
Number of Volunteers 400
Number of Contract Staff 134
Staff Retention Rate 73%
Senior Staff
Title Production Manager
Experience/Biography Mr. Hamrah is a graduate of Allegheny College in Meadville, PA and The Eugene O'Neill Theater Center in CT. A member of Actors’ Equity Association, Mr. Hamrah has worked as a Stage and Production Manager for theatres throughout the east coast including Trinity Rep. in Providence, RI, The Barter Theatre in Virginia, Florida Rep. and Riverside Theatre in Florida, The Emelin Theatre in NY, Acadia Repertory Theatre in Maine and Arena Stage in Washington, DC. George was also a Production Manager with Royal Caribbean Cruise Lines and an Entertainment Manager with Walt Disney World. He has also, at various times, been an actor, teacher or technician for theatres throughout the East Coast.
Title Director of Education
Experience/Biography Anne Hering has her Master of Fine Arts from The Ohio State University. She teaches locally at The University of Central Florida and Rollins College, and teaches and directs at Valencia Community College and Seminole Community College. Director of Training at Orlando Shakespeare Theater, Anne has appeared in recent OST productions of The Merry Wives of Windsor, King Lear, Into the Woods, Twelfth Night and The Winter’s Tale. Additional acting credits include The Guys, The Underpants, Boston Marriage, The Real Thing, Wit, The Beauty Queen of Leenane, and The Little Prince. Directing credits include Cabaret, Into the Woods, Bat Boy: the Musical, Hay Fever, A Perfect Ganesh, Defying Gravity, Jake’s Women, Sylvia and All in the Timing. Anne appeared at The Adventurers Club at Walt Disney World’s Pleasure Island and in Menopause the Musical. Anne is a member of Actors’ Equity Association and Screen Actors’ Guild.
Title Artistic Director

BA, Miami University of Ohio; MA, Alabama Shakespeare Festival.  Jim Helsinger was appointed Artistic Director in the fall of 1995. A veteran of television, film and off-Broadway, he has directed or appeared in over 30 regional productions of Shakespeare’s plays. Mr. Helsinger has also appeared in or directed at numerous regional theaters throughout North America. As a playwright he has adapted several pieces of classic literature for the stage. Mr. Helsinger has been an officer on the board of the Shakespeare Theatre Association of America and is currently on the board of the prestigious National Theater Conference. He is also a member of the faculty of the Theater Department at the University of Central Florida.

Title Director of Marketing
Experience/Biography Melissa has been an integral member of the Orlando Shakes Company having served as both Marketing Coordinator and Company Manager during her five-year tenure prior to becoming Director of Marketing at the beginning of the 2010-2011 season. Before joining Orlando Shakes, she served as the Marketing and Advertising Manager for Village Theater in Issaquah, WA where she planned and supervised all press and marketing activities, including media coverage, annual subscription campaigns, focus groups, single-ticket sales, advertising, market research, direct mail and special events. Mason received an MFA in Theater at the University of Central Florida and a BA in Theater Performance from Washington State University.
Title Director of Finance

Barbara joined the Orlando Shakespeare Theater in 2011. Barbara, originally from New Jersey, began her professional career in Rhode Island before moving to Florida in 2004. Barbara has worked in a financial capacity for over 25 years within both state and local government, for profit and non-profit entities. She received her Masters of Business Administration from the University of Rhode Island and her BSBA with majors in Finance and Marketing from Boston University.

Title Director of New Play Development

Cynthia White joined Orlando Shakespeare Theater via Seattle, Wash. as the Director of New Play Development in summer 2015. She also serves as a professor in Directing at UCF and director of OST’s Dancing Lessons by Mark St. Germain. Prior to joining OST, Cynthia directed Shakespeare’s Othello at Marin Shakespeare Company, A Midsummer Night’s Dream at the Oregon Shakespeare Festival, and Twelfth Night, Two Gentlemen of Verona, The Merry Wives of Windsor, Cymbeline, The Merchant of Venice, The Taming of the Shrew, and others at Shakespeare festivals and universities across the country. She has also directed premier productions of Emma’s Child, Nicholas Nickleby the Musical, and Robin Hood the Adventure Continues and created the play development program at the Oregon Shakespeare Festival while serving as an associate director there. She taught Acting Shakespeare and Acting Styles at Western Washington University and directed Macbeth at Bellevue College in Seattle. She is a member of SDC.

Title Director of Development
Experience/Biography Dana Nichols is the Development Director for the Orlando Shakespeare Theater. A creative, motivated, and skilled fundraising professional, Dana has spent the last decade pursuing her career in the nonprofit sector of Central Florida. Dana began her career at the Second Harvest Food Bank of Central Florida first as a development assistant and later administering childhood hunger programs. Eager to further advocate for children in need, she spent five years at Kids House of Seminole. Dana feels it was an honor and privilege to serve such incredible children. Most recently, Dana spent three years working for the Jewish Federation of Greater Orlando, focusing on marketing and development efforts as well as rebranding and launching initiatives for millennials. Dana is a graduate of the University of Central Florida’s Burnett Honors College with a degree in mass communications and nonprofit management. Dana furthered her education at Rollins College’s Crummer Business School where she received her Master’s in Business Administration.
Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Oct 2014
Management Succession Plan Yes
Organization Policies And Procedures Yes
Actor's Equity Association1992
Shakespeare Theatre Association of America1995
National New Play Network - Constituent Theatre2009
Risk Management Provisions
Risk Management Provisions
Accident and Injury Coverage
Automobile Insurance
Business Income
Commercial General Liability
Computer Equipment and Software
Employee Dishonesty
Employee Benefits Liability
Inland Marine and Mobile Equipment
Liquor Liability
Renter's Insurance
Workers Compensation and Employers' Liability
CEO Comments
Orlando Shakespeare Theater is currently assembling an ad hoc committee to create a Business Continuity of Operations Plan to be complete and implemented by June 2015.
State Registration Yes
Fiscal Year
Fiscal Year Start June 01, 2015
Fiscal Year End May 31, 2016
IRS Letter of Determination
Old Letter
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
Government Contributions$185,563$354,469$167,797
Individual Contributions$332,427$445,135$411,280
Investment Income, Net of Losses$1,505$1,740$3,445
Membership Dues$0$0$0
Special Events$195,998$181,370$215,959
Revenue In-Kind$77,696$259,286$182,466
Expense Allocations
Fiscal Year201420132012
Program Expense$2,551,634$2,344,078$2,128,822
Administration Expense$306,537$290,830$343,018
Fundraising Expense$139,452$79,516$38,673
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.940.990.91
Program Expense/Total Expenses85%86%85%
Fundraising Expense/Contributed Revenue9%5%3%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$5,675,618$5,777,037$5,748,812
Current Assets$788,308$614,379$582,461
Long-Term Liabilities$0$0$0
Current Liabilities$383,557$312,845$256,462
Total Net Assets$5,292,061$5,464,192$5,492,350
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountEarned Revenue $1,155,458Earned Revenue $1,157,110Earned Revenue $1,036,802
Second Highest Funding Source & Dollar AmountIndirect Public Support $515,301Individuals $570,635Individuals $411,280
Third Highest Funding Source & Dollar AmountFoundation and Corporations $499,479Government $354,469Indirect Public Support $317,414
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities2.061.962.27
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
CEO Comments

Although the Income/Expense graph above shows a yearly deficit of around -$200,000, this is mainly due to depreciation and amortization of our building and equipment. Depreciation and amortization represent non-cash expenditures that are not components of the annual operating budget for the Theater.  For example, our theater complex is leased from the City of Orlando and depreciates at an average of $138,303 per year.

An important line item in the Audit Documents that non-profits often focus on to determine the success of operations for the year is "net cash provided by operating activities" found of the statement of cash flows. For the year ended May 31, 2011, the audit reflects a surplus in net cash provided by operating activities of approximately $57,241. For year 2010, the Theater generated net cash provided by operating activities of $12,697. For year 2009, the Theater generated $157,921 net cash provided by operating activities. 

We believe these factors should be taken into consideration to determine the financial health of the Theater. Currently, Orlando Shakespeare Theater carries no debt, maintains positive cash flow, holds a current 238 day cash reserve (as determined by United Arts’ formula) and has approximately $470,000 in reserves. We track expenditures very closely to ensure that we continue on a path of positive growth. 

Foundation Comments
Financial figures taken from 990.  990 and audit are reconciled.
Inkind Revenue includes donated services, materials and noncash as reported on the IRS Form 990.  Donated facilities are not included in total revenue.
Voluntary Organizations Active in Disaster
Notes Programs listed here are those that are only activated during a disaster. Some organizations have unified budgeting and do not budget by program. Because of this, some budget fields may be blank or represent an approximation. Organization describes previous experience during the immediate response, recovery or rebuilding phases following a disaster.