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/donate/
Instagram
Video
The Lowndes Shakespeare Center in Loch Haven Park.
Mission
Mission

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.

Leadership
CEO/Executive Director Mr. PJ Albert
Board Chair Mr. R. Dean Bosco
Board Chair Company Affiliation CliftonLarsonAllen LLP
History
IRS Ruling Year 1989
Former Names
NameYear
Orlando-UCF Shakespeare Festival2007
Financial Summary
 
 
Projected Revenue $3,474,699.00
Projected Expenses $3,432,799.00
Statements
Mission

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.

Impact

Previous Accomplishments

-      Orlando Shakes has produced 158 plays over twenty-seven 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.

-      Orlando Shakes currently provides 37 full-time jobs within Central Florida. Additionally, approximately 150 artists are used on an annual basis.

-      The Lowndes Shakespeare Center includes four performance venues, two rehearsal halls, a meeting/reception room, and office and shop space for all staff.

 

Recent Accomplishments

-      In 2015-2016, Orlando Shakes was one of just 40 professional theater companies nationally selected to participate in Shakespeare in American Communities, a program of the National Endowment for the Arts in partnership with Arts Midwest.

-      Orlando Shakes produced The Adventures of Pericles translated by playwright Ellen McLaughlin as part of Oregon Shakespeare Festival’s Play On! Project. Pericles and Orlando Shakes is receiving national attention, including from the Wall Street Journal: “Not only is Orlando Shakespeare a fine company, but Jim Helsinger, the director...has given us a superior Pericles….Mr. Helsinger’s Pericles is at once traditional and up to date, with period costumes, a simple but handsome unit set and plenty of comedy to leaven the twisty plot. The results are pleasing in every way...”Terry Teachout

Independent Research has been conducted on this organization's theory of change or program effectiveness? No
Needs
  1. To consult with TRG Arts regarding our single ticket price structure and sales promotions. We had a very successful consultation in 2014-2015 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.
Background

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. 
Goals
HelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

1. Enhance programming for our audiences.

2. Build our audience locally, regionally, and nationally.

 
3. Improve financial efficiency to provide long term permanence.
 
4. Manage benefits and policies to make us a "Best Place to Work."
 
5. Maintain and improve equipment and assets within the John & Rita Lowndes Shakespeare Center.
 
6. Involve the Board of Directors in long term discussions regarding the future of the organization.
 
Strategies
HelpWhat are the organization's strategies for its stated long-term goals?

o Adjust the programming schedule to create the best audience experience.

o Raise the quality of our Artistic programming.

o Strengthen our Educational programming.

o Increase the Theater's recognition as a premier provider of New Plays.

o Partner with another arts organization once per season.

o Focus on key projects that will increase our national identity

o Identify and prepare for future season programming 3-5 years in advance.

o Increase single ticket growth of local and regional audiences by 2% per year.

o Retain existing season ticket buyer numbers and increase new season ticket buyers by 25 per year through local audience.

o Increase awareness and event packaging for national audience.

o Improve customer service systems for better patron access and experience.

o Continue growth of reserve funding through surplus funds in the annual operating budget.

o Increase contributed income to allow for continued expansion.

o Implement plan to reduce risk with non-guaranteed annual grants.

o Improve salaries and benefits to retain existing employees and attract high-caliber new employees.

o Decrease staff work load by increasing current staffing levels.

o Update and improve internal policies and plans.

o Annually measure employee engagement and satisfaction and retain a 90% rating.

o Replace or repair all equipment in need by the end of the 2015-2016 season.

o Establish a process for repair and replacement of existing assets within the facility.

o Improve the Shakespeare Center to allow for better use.

o Determine if our core values align with the current form of the organization.

o Determine our programming goals beyond the next five years. 

Capabilities
HelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?
- OST is a member of the Shakespeare Theatre Association (STA) consisting of 140 member theaters around the world that focus on Shakespeare’s works. 
 
-  As a lead member of the National New Play Network (NNPN), the top organization in the United States focused on new plays, OST annually participates in the national New Play Showcase. Members of NNPN attend PlayFest each year in order to evaluate more new plays for future
seasons.
 
- OST’s Artistic Director, Jim Helsinger, is a member of Actors’ Equity Association, the National Theatre Conference, and a past president of the Shakespeare Theatre Association. He directs productions for OST and internationally. Recently, Mr. Helsinger directed “Much Ado about Nothing” at Colorado Shakespeare Festival, “The Foreigner” for Pennsylvania Shakespeare Festival, “Dracula” for Prague Shakespeare Company, and "The Adventures of Pericles” at OST.
 
-OST brought Broadway legend, Davis Gaines, to the stage with our production of “Les Misérables” in 2014. The production was the most-attended Signature Series production in the history of the organization. In 2015, Mr. Gaines revisited the OST stage as King Arthur for a production of “Monty Python’s Spamalot.” He was joined by Dee Roscioli, the longest running Elphaba (lead role) in “Wicked,” who played the Lady of the Lake.
 
 - In previous years, OST has provided Central FL residents the opportunity to see Sir Patrick Stewart, Roger Rees, Olympia Dukakis, and Philip Seymour Hoffman through one-night only special events. These special events have offered the opportunity for patrons to learn about the performer’s career, particularly in regards to theater.
Indicators
HelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?

Orlando Shakespeare Theater recognizes the value of goals that are strategic, measurable, and attainable. To that end, base measurements are established and tracked within the scope of its general programming. OST’s current Long Range Plan was enacted in October 2014 and charts the Theater’s strategy for growth through 2019. The Long Range Plan includes detailed goals, objectives, and strategies with start and end dates, targets, and measures to track progress. 

Quantitative:

1. Single ticket purchases and house capacity

2. Total number of events produced per season

3. Total number of community members served through programming and outreach

4. Repeat single-ticket buyers and season subscribers

5. Total count of PlayFest submissions

6. Number of school participants in all programming and K-12 students reached through partnerships

7. Total complimentary tickets provided to students and families through Title 1 outreach

Qualitative:

1. Post-show Likert-based surveys sent to patrons soliciting comments about their experiences and suggestions for changes and/or improvement

2. Anecdotal responses from patrons, students and teachers about their experiences with educational programs

3. House Management Reports that track performance incidents/issues

4. Production reviews from local & national periodicals, websites and other social media outlets

Programs
Description

With the overarching goal of producing bold professional theater, the Theater presents a seven 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.

Description

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)
Families
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 Children's 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 Children's Series, the Theater will strive 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 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 were provided by the end of the program, and student reading scores were 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.

Description

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.

Description

 

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
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.
  • Deliver innovative educational experiences to pre-K through high school students, through live professional productions, in-school programs, and training;
  • Provide students with an exceptional understanding of the work and overarching value of William Shakespeare’s plays, as well as the structure of story through text-based productions and exercises;
  • Furnish teachers with supplemental materials, such as study guides, free of charge;
  • Provide these educational experiences to students on-site at the John and Rita Lowndes Shakespeare Center as well as to students at public and private schools and home school groups;
  • Accommodate students in marginally served communities, and ensure that they gain exposure to high-quality, professional productions in a theater setting.
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. Our arts educational programming is designed to positively impact youth of all ages and socio-economic backgrounds by providing them with theatrical learning experiences that reach from the classroom to our Theater. With in-school workshops, curriculum guides, student matinee performances, and post-show talk-backs, OST aims to empower students and encourage active listening, critical thinking, collaborative problem solving, and creative initiative. In addition, these programs supplement current classroom curriculum connections in reading, language arts, communication, and theater arts.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

Schools, students and families served through our educational programming are tracked through the Theater’s ticketing and contact management database to collect quantitative data. OST also regularly solicits feedback (via surveys, emails, and phone calls) from parents, teachers, and administrators about future plays and curriculum.

Student and teacher testimonials are gathered and tracked to document the lasting impact a visit to our Theater will have on children, teachers, and parents alike. Year after year, OST receives stellar reviews from participants; particularly from schools receiving free/subsidized services, whose students benefit from otherwise inaccessible programming and thrive in a creative and expressive environment.
Examples of SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

“This was a great activity! I will use the Mad Lib format for others parts of speech lessons and subject areas. Thank you for coming to our school. It is often difficult to raise funds for the busses to come to the Theater.” --- 4/29/15, Windy Ridge Elementary teacher (Orange County) Mad for Elephant & Piggie in-school workshop

“As I reflect back on my nine months, I have a hard time believing I was able to accomplish as much as I did…I know my experiences at OST will be invaluable as I move forward in my career.”--- 2014-2015 Acting/Education Intern

The education department reaches over 35,000 students each year.

Comments
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. R. Dean Bosco
Company Affiliation CliftonLarsonAllen LLP
Term June 2016 to May 2018
Board Co-Chair
Board Co-Chair Mrs. Rita Lowndes
Company Affiliation Community Leader
Term Start June 2016 May 2017
Board
Board Members
NameCompany AffiliationsStatusCertificate*
Mr. PJ Albert Orlando Shakespeare TheaterVoting
Ms. Susan Arkin Community LeaderVoting
Mr. Andrew Asher Winter Park Distilling CompanyVoting
Mr. R. Dean Bosco CFPBB&T Wealth ManagementVoting
Mrs. Jill Bosco CliftonLarsonAllen LLPVoting
Ms. Teresa B. Colling SunTrust Investment Services, Inc.Voting
Mr. Scott Evans Orange County Public SchoolsVotingNo
Ms. Suzanne Gilbert Holland & Knight LLPVoting
Ms. Marilyn Goldman Community LeaderNonVoting
Mrs. Marcia Hope Goodwin City of OrlandoVoting
Mr. Grant Gribble Gribble InteriorsVoting
Mr. Jim Helsinger Orlando Shakespeare TheaterVoting
Mr. John (Jack) Lord Foley & LardnerVoting
Mrs. Rita Lowndes Community LeaderVoting
Dr. Ken Margeson Community LeaderVoting
Mrs. Trisha Margeson Community LeaderNonVoting
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 LeaderNonVotingYes
Mr. John Quigley Raymond JamesVoting
Ms. Cindy Reemsnyder Orlando Shakespeare Theater GuildVoting
Mrs. Carolyn Saliba Florida Hospital FoundationVoting
Mr. Frank Santos Rosen HotelsNonVoting
Dr. John (Rick) Schell University of Central FloridaVoting
Mrs. Valerie Shapiro Community LeaderVoting
Mr. Michael I. Smith BB&TVoting
Ms. Ellen Snyder Community LeaderVoting
Mrs. Patricia Strasberg Community LeaderNonVoting
Ms. Cory Taylor Roetzel and Andress, P.A.Voting
Ms. Debbie Toohey Community LeaderNonVoting
Ms. Terry Torres OUCVoting
Ms. Jessica Vaught Orlando HealthVoting
Mr. Bryce West Community LeaderVoting
*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 31
Hispanic/Latino 1
Native American/American Indian 0
Other 0
Other (if specified) 0
Policies
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
Executive
Finance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Nominating
Strategic Planning / Strategic Direction
Marketing
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 ShuffieldLowman
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
Comments
CEO Comments
In addition to the Board of Directors and Advisory Council, Orlando Shakespeare Theater's has more than 300 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
Experience

PJ has been a member of the staff at Orlando Shakespeare Theater for the past fifteen years. During his tenure with the Theater, he has held the positions of master electrician, production manager, guest services director, business manager, and general manager. In 2012, PJ was promoted to the position of managing director of the organization. Previous work includes RSL Theatrical, Santa Fe Opera, and Williamstown Theatre Festival. He has designed lighting, sound, and pyrotechnics; and handled event management for corporate meetings and special events.

 

CEO Salary Range $50,001 - $75,000
Former CEOs
Former CEOs
NameStartEnd
Mr. Arnold N. Breman Aug 2009June 2010
Ms. Shannon Lacek Sept 2010Sept 2012
Staff
Number of Full Time Staff 37
Number of Part Time Staff 3
Number of Volunteers 300
Number of Contract Staff 142
Staff Retention Rate 85%
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
Experience/Biography

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
Experience/Biography

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
Experience/Biography

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.
Plans
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
Other
Affiliations
AffiliationYear
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
Builders Risk
CEO Comments
 
 
State Registration Yes
Fiscal Year
Fiscal Year Start June 01, 2016
Fiscal Year End May 31, 2017
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 Year201520142013
Foundation and
Corporation Contributions
$458,020$361,544$165,500
Government Contributions$540,000$185,563$354,469
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$540,000$185,563$354,469
Individual Contributions$144,989$332,427$445,135
$538,893$515,301$313,392
$1,607,384$1,155,458$1,157,110
Investment Income, Net of Losses($1,017)$1,505$1,740
Membership Dues$0$0$0
Special Events$252,765$195,998$181,370
Revenue In-Kind$291,403$77,696$259,286
Other$0$0$0
Expense Allocations
Fiscal Year201520142013
Program Expense$2,980,267$2,551,634$2,344,078
Administration Expense$306,518$306,537$290,830
Fundraising Expense$165,680$139,452$79,516
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.110.940.99
Program Expense/Total Expenses86%85%86%
Fundraising Expense/Contributed Revenue9%9%5%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$6,068,032$5,675,618$5,777,037
Current Assets$993,207$788,308$614,379
Long-Term Liabilities$0$0$0
Current Liabilities$395,999$383,557$312,845
Total Net Assets$5,672,033$5,292,061$5,464,192
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountEarned Revenue $1,607,384Earned Revenue $1,155,458Earned Revenue $1,157,110
Second Highest Funding Source & Dollar AmountGovernment $540,000Indirect Public Support $515,301Individuals $570,635
Third Highest Funding Source & Dollar AmountIndirect Public Support $538,893Foundation and Corporations $499,479Government $354,469
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities2.512.061.96
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
Comments
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.