NEW YORK SHAKESPEARE FESTIVAL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK SHAKESPEARE FESTIVAL (EIN 13-1844852)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-06-18
- IRS object ID
- 202641699349300144
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-18T15:58:50-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131844852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK SHAKESPEARE FESTIVAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 2125398500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY ABELES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2125398500 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PUBLIC THEATER JOE'S PUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK WILLINGHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,142,065 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PUBLICTHEATER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THROUGH THE PUBLIC THEATER, SHAKESPEARE IN THE PARK AND JOE'S PUB, NYSF IS DEDICATED TO DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 884 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,736,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,498,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,801,953 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,568,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,727,522 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,521,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,865,782 | PYOtherRevenueAmt |
| CY Other Revenue | $11,277,032 | CYOtherRevenueAmt |
| PY Total Revenue | $61,132,199 | PYTotalRevenueAmt |
| CY Total Revenue | $71,865,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $516,954 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,805 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,318,316 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,906,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,031,543 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,205,239 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,854,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,111,311 | PYOtherExpensesAmt |
| CY Other Expenses | $23,397,249 | CYOtherExpensesAmt |
| PY Total Expenses | $52,978,124 | PYTotalExpensesAmt |
| CY Total Expenses | $54,542,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,154,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,323,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $175,040,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,099,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,084,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,597,828 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,956,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,501,366 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS THE NATION'S FOREMOST PRODUCER OF SHAKESPEARE AND NEW WORK, THE PUBLIC THEATER IS DEDICATED TO ACHIEVING ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $17,300,992 | ExpenseAmt |
| Revenue | $5,912,707 | RevenueAmt |
| Desc | ANNUAL SEASONTHE PUBLIC THEATER'S FLAGSHIP SEASON AT 425 LAFAYETTE STREET AND ASTOR PLACE FEATURES A DIVERSE LINEUP OF NEW PLAYS, MUSICALS, SHAKESPEARE, AND OTHER CLASSICS ACROSS FIVE THEATERS. PROGRAMMING ENGAGES AUDIENCES, BOTH ONSTAGE AND OFF, WITH SOME OF TODAY'S MOST IMPORTANT IDEAS AND SOCIAL ISSUES. HIGHLIGHTS OF THE 2024-25 SEASON INCLUDE THREE NORTH AMERICAN PREMIERES: COUNTING AND CRACKING WRITTEN BY S. SHAKTHIDHARAN AND PRESENTED IN PARTNERSHIP WITH NYU SKIRBALL; DEEP HISTORY BY DAVID FINNIGAN; AND GLASS. KILL. WHAT IF IF ONLY. IMP. BY CARYL CHURCHILL. THE SEASON ALSO FEATURED TWO NEW YORK PREMIERES: GOOD BONES BY JAMES IJAMES AND SUMO BY LISA SANAYE DRING, THE LATTER PRESENTED IN PARTNERSHIP WITH MA-YI THEATRE COMPANY. IN ADDITION, GATZ RETURNED WITH ELEVATOR REPAIR SERVICE FOR ITS FINAL NEW YORK CITY PRODUCTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,950,841 | ExpenseAmt |
| Desc | FREE SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER EXEMPLIFIES THE PUBLIC'S MISSION TO PROVIDE WORLD-CLASS PRODUCTIONS AT NO COST. SINCE ITS LAUNCH, MORE THAN 6 MILLION PEOPLE HAVE ATTENDED OVER 160 PRODUCTIONS, FEATURING PERFORMANCES BY BOTH RISING AND RENOWNED ARTISTS. TICKETS ARE DISTRIBUTED FREE OF CHARGE ACROSS ALL FIVE BOROUGHS THROUGH A VARIETY OF ACCESS-FOCUSED METHODS. IN 2025, FOLLOWING AN 18-MONTH HIATUS FOR A COMPLETE REVITALIZATION OF THE DELACORTE THEATER, FREE SHAKESPEARE IN THE PARK RETURNED TO CENTRAL PARK WITH AN ALL-STAR PRODUCTION OF TWELFTH NIGHT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,560,742 | ExpenseAmt |
| Revenue | $3,587,559 | RevenueAmt |
| Desc | JOE'S PUBJOE'S PUB REFLECTS THE DIVERSITY OF ITS COMMUNITY THROUGH A WIDE RANGE OF PERFORMANCES IN MUSIC, FILM, AND DANCE. THE VENUE PRESENTS APPROXIMATELY 700 SHOWS ANNUALLY TO MORE THAN 100,000 PEOPLE AND HAS HOSTED OVER 18,000 PERFORMANCES BY GRAMMY AWARD WINNERS, BROADWAY STARS, AND EMERGING ARTISTS ACROSS NUMEROUS GENRES. THE 24/25 SEASON FEATURED NIGHTLY PERFORMANCES BY BOTH RETURNING AND NEW ARTISTS, INCLUDING PATTI SMITH, CAMERON WINTER, TANYA TAGAQ, JUSTIN VIVIAN BOND, SARAH JONES, MATHIS PICARD, GIANMARCO SORESI, CHARLENE KAYE, YOUNGMI MAYER, AND SANDRA BERNHARD. IN 2024, JOE'S PUB HOSTED ITS FOURTH ANNUAL HABIBI FESTIVAL, A WEEK-LONG CELEBRATION OF MIDDLE EASTERN AND NORTH AFRICAN ARTISTS. VANGUARD RESIDENT ARTIST MARGARET CHO CURATED A QUARTERLY SERIES THAT CULMINATED IN A PERFORMANCE AT THE ANNUAL JOE'S PUB GALA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,683,751 | ExpenseAmt |
| Grant | $32,805 | GrantAmt |
| Revenue | $426,122 | RevenueAmt |
| Desc | CIVIC ARTISTIC PROGRAMSCIVIC ARTISTIC PROGRAMS IS THE PUBLIC'S HUB FOR EXPANDING ACCESS, FOSTERING CIVIC ENGAGEMENT, AND ADVANCING COMMUNITY-FOCUSED ARTISTIC INNOVATION BY BUILDING MEANINGFUL CONNECTIONS WITH COMMUNITY ORGANIZATIONS AND THEIR MEMBERS.THE MOBILE UNITTHE MOBILE UNIT REACHES PAST ECONOMIC AND GEOGRAPHIC BARRIERS TO THE ARTS BY MEETING COMMUNITIES WHERE THEY ARE, STAGING THEATER PRODUCTIONS AND PROGRAMS AT NO COST IN LOCAL NEIGHBORHOOD VENUES AND SPACES ACROSS NYC'S FIVE BOROUGHS. IN 2025, THE MOBILE UNIT PRESENTED A BI-LINGUAL ADAPTATION OF MUCH ADO ABOUT NOTHING BY JULIAN MESRI AND REBECCA MARTINEZ.PUBLIC WORKSPUBLIC WORKS AIMS TO RESTORE AND BUILD COMMUNITY BY CONNECTING PEOPLE THROUGH THE CREATION OF EXTRAORDINARY WORKS OF ART. IN 2025, PUBLIC WORKS PRESENTED A FREE CONCERT EXPERIENCE OF PERICLES, CONCEIVED BY TROY ANTHONY, INVOLVING HUNDREDS OF COMMUNITY MEMBERS AND PRESENTED AT THE CATHEDRAL OF ST. JOHN THE DIVINE. ADDITIONALLY, PUBLIC WORKS PROVIDED YEAR-ROUND PROGRAMMING THROUGH WEEKLY CLASSES, MONTHLY GATHERINGS, WORKSHOPS, AND ACCESS TO PERFORMANCES. THESE ACTIVITIES WERE OFFERED IN PARTNERSHIP WITH EIGHT LONG-STANDING ORGANIZATIONS: CHILDREN'S AID (MANHATTAN), THE FORTUNE SOCIETY (QUEENS), DREAMYARD (BRONX), BROWNSVILLE RECREATION CENTER (BROOKLYN), DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE), CASITA MARIA CENTER FOR ARTS AND EDUCATION (BRONX), CENTER FOR FAMILY LIFE IN SUNSET PARK (BROOKLYN), AND MILITARY RESILIENCE FOUNDATION (CITYWIDE).NEW WORK DEVELOPMENT & ANCILLARY PROGRAMSTHE PUBLIC'S EARLY CAREER WORKING GROUP SUPPORTS EARLY-CAREER ARTISTS WITH COLLABORATIVE PROGRAMS THAT NURTURE TALENT AND PROVIDE RESOURCES AT CRITICAL MOMENTS IN THEIR DEVELOPMENT.EMERGING WRITERS GROUP (EWG) FOSTERS ARTISTIC AND PROFESSIONAL GROWTH FOR PLAYWRIGHTS AND OTHER GENERATIVE ARTISTS IN THE EARLY STAGES OF THEIR CAREERS. WRITERS ARE SELECTED BIENNIALLY FOR A TWO-YEAR FELLOWSHIP THAT INCLUDES A STIPEND, BI-WEEKLY GROUP SESSIONS, AND SPECIAL SESSIONS WITH ESTABLISHED PLAYWRIGHTS. THE RESIDENCY CULMINATES IN THE SPOTLIGHT SERIES, A FESTIVAL OF NEW WORK BY MEMBERS OF THE EWG COHORT. IN 24/25, THE PUBLIC DEEPENED ITS SUPPORT FOR THE PROGRAM BY:-TAILORING ARTISTIC DEVELOPMENT AND GROUP RETREATS TO THE COHORT'S EVOLVING NEEDS -PRODUCING THE SPOTLIGHT SERIES, FEATURING TEN READINGS OF NEW PLAYS BY THE MEMBERS OF THE EWG.-EXPANDING NETWORKING OPPORTUNITIES WITH LEADERS IN FILM AND TELEVISIONTHE 23/25 EWG COHORT INCLUDED KARINA BILLINI, TOMMY ENDTER, JESSE JAE HOON, HUMAIRA IQBAL, CELESTE JENNINGS, NINA KI, GLORIA OLADIPO, VALEN-MARIE SANTOS, AMITA SHARMA, AND AL SIERRA.JOE'S PUB WORKING GROUPJOE'S PUB WORKING GROUP (JPWG) SUPPORTS 4-6 EARLY-CAREER MUSICIANS AND PERFORMANCE ARTISTS ANNUALLY, OFFERING CURATORIAL SUPPORT, REHEARSAL SPACE, AND MANY ADMINISTRATIVE RESOURCES. ARTISTS ARE SELECTED FOR THEIR STRONG NARRATIVE VOICES AND ENCOURAGED TO EXPLORE PERFORMANCE-BASED STORYTELLING AND SONGWRITING. THE 2025-2026 JPWG COHORT INCLUDES DANIEL EMOND, GREGORY RICHARDSON, KATE DOUGLAS, MAFER BANDOLA, AND POOJA REDDY.NEW YORK VOICESNEW YORK VOICES WAS CREATED IN RESPONSE TO THE DECLINE IN ALBUM SALES AND AIMS TO SUPPORT MUSICIANS IN DEVELOPING NEW LIVE PERFORMANCE WORK. THE PROGRAM COMMISSIONS AT LEAST THREE ARTISTS PER YEAR, HELPING THEM DEVELOP A FULL SHOW, ACCESS FUNDING, AND EXPAND TOURING POTENTIAL. ARTISTS ALSO RECEIVE FINISHING FUNDS TO COMPLETE THEIR PROJECTS. THE 2024-2025 COHORT INCLUDED DAN FISHBACK, MALI OBOMSAWIN & JAKE BLOUNT, BARSHA & JO LAMPERT, AND SARAH ELIZABETH CHARLES.ARTISTS-IN-RESIDENCETHE PUBLIC THEATER OFFERS SALARIED RESIDENCIES TO GIVE ARTISTS TIME, SPACE, AND RESOURCES TO DEVELOP THEIR WORK.-WRITER-IN-RESIDENCE: SUZAN-LORI PARKS-ARTIST-IN-RESIDENCE: SHAINA TAUB-RESIDENCY: THE APOTHETAE: A TWO-YEAR COLLABORATION WITH ACTOR AND DISABILITY RIGHTS ADVOCATE GREGG MOZGALA TO EXPLORE SHAKESPEARE THROUGH A DISABILITY LENS.-TOW PLAYWRIGHT-IN-RESIDENCE: ELSE WENT-DIRECTING FELLOW: EMMA WENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,683,751 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $32,805 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $426,122 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,496,326 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 505 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 884 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK ROWAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125398500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LUIS MIRANDA JR | ||||||||
| CO-CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAT FILI-KRUSHEL | ||||||||
| CO-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNY LEON | ||||||||
| CO-VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALISA AMAROSA WOOD | ||||||||
| CO-VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MYCHAL HARRISON | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GORDON J DAVIS ESQ | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KWAME ANTHONY APPIAH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA E BERNSTEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON BLUM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BOSWORTH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SCHMIDT CAMPBELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT CHAUVIERE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE DANIELS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA E DAVIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YRTHYA DINZEY-FLORES | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN EDELSTEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ELLENBOGEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY C FESHBACH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FINE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANAI GURIRA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE HATHAWAY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS HOGBIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAXINE ISAACS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY LEEDS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM LEW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYNE LIPMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HANS MORRIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL MERRIFIELD PAPP | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA PERSHAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIO PETERSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PRICE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE COOK ROBERTS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDI ROSE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDRA SHIVA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM STEINBERG | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN C TAUB | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARIELLE TEPPER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA TSAI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA VALLOT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX VOLCKHAUSEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM WATERSTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDREY WILF | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES WILKINSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE CLARKE WOLFF | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIAN YAP | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SASCIA YUAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL EUSTIS | ||||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | Yes (X) | $898,137 | $0 | $227,488 | ||
| PATRICK WILLINGHAM | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $687,758 | $0 | $48,459 | ||
| MURRAY ABELES | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $250,338 | $0 | $9,459 | |||
| KRISTINA G HOGE | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $278,181 | $0 | $54,107 | Yes (X) | |||
| THOMAS MCCANN | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $211,209 | $0 | $30,427 | Yes (X) | |||
| SARAH E ROSEN | ||||||||
| SENIOR DIRECTOR, HUMAN RESOURCES | 40.00 | $194,309 | $0 | $27,130 | Yes (X) | |||
| PETER DEAN | ||||||||
| DIRECTOR OF PRODUCTION | 40.00 | $189,437 | $0 | $23,906 | Yes (X) | |||
| JEREMY A ADAMS | ||||||||
| GENERAL MANAGER | 40.00 | $177,573 | $0 | $34,441 | Yes (X) | |||
| SAHEEM ALI | ||||||||
| ASSOCIATE ARTISTIC DIRECTOR/RESIDENT DIRECTOR | 40.00 | $278,192 | $0 | $49,942 | Yes (X) | |||
| FREEDOME BRADLEY-BALLENTINE | ||||||||
| DIRECTOR OF ARTISTIC PROGRAMS | 40.00 | $270,922 | $0 | $18,345 | Yes (X) | |||
| ALEXA SMITH | ||||||||
| DIRECTOR, ANTI-RACISM, EQUITY AND BELONGING | 40.00 | $208,036 | $0 | $44,997 | Yes (X) | |||
| CHIARA KLEIN | ||||||||
| DIRECTOR OF PRODUCING & ARTISTIC PLANNING | 40.00 | $191,527 | $0 | $17,951 | Yes (X) | |||
| KRISTEN GONGORA | ||||||||
| DIRECTOR OF STRATEGIC ADVANCEMENT | 40.00 | $182,860 | $0 | $21,054 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,018,479 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $607,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| YORKE CONSTRUCTION CORPORATION | ||||||||||
| 140 WEST 31ST STREET | NEW YORK | NY | 10001 | CONSTRUCTION MANAGEMENT AND SERVICES | $33,935,330 | |||||
| ENNEAD ARCHITECTS LLP | ||||||||||
| 320 WEST 13TH STREET | NEW YORK | NY | 10014 | ARCHITECTURAL DESIGN AND CONSULTATION | $670,326 | |||||
| COMMUNITY COUNSELLING SERVICE | ||||||||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | CAPITAL PROJECTS FUNDRAISING CONSULTANTS | $553,321 | |||||
| JIXAW TECHNOLOGIES | ||||||||||
| ONLINE FUNDRAISING SUPPORT AND WEBSITE D | $478,245 | 107-8828 HEATHER STREET | VANCOUVER | BC | CA | V6P 3S8 | ||||
| VENABLE LLP | ||||||||||
| 750 EAST PRATT STREET | BALTIMORE | MD | 21202 | LEGAL SERVICES | $420,261 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,089,950 | FundraisingAmt |
| Government Grants | $2,430,806 | GovernmentGrantsAmt |
| All Other Contributions | $43,977,263 | AllOtherContributionsAmt |
| Noncash Contributions | $1,788,675 | NoncashContributionsAmt |
| Total Contributions | $49,498,019 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BOX OFFICE INCOME | 711110 | $7,143,692 | $7,143,692 |
| CO-PRODUCTION FEES, ENHANCEMENT I | 900099 | $2,424,987 | $2,424,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,568,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $646,458 | TotalRevenueColumnAmt |
| Exclusion | $646,458 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,860,178 | TotalRevenueColumnAmt |
| Exclusion | $9,860,178 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,059,145 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,059,145 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,059,145 | TotalRevenueColumnAmt |
| Exclusion | $1,059,145 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,808,921 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,933,499 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $875,422 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $875,422 | TotalRevenueColumnAmt |
| Exclusion | $875,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $342,956 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,089,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $342,956 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCESSION | 900099 | $287,325 | $287,325 |
| MISCELLANEOUS INCOME | 900099 | $70,384 | $70,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $357,709 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,865,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,926,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,441,203 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,805 | TotalAmt |
| Program Services | $2,805 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,494,277 | TotalAmt |
| Program Services | $2,622,216 | ProgramServicesAmt |
| Management And General | $516,365 | ManagementAndGeneralAmt |
| Fundraising | $355,696 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,282,923 | TotalAmt |
| Program Services | $15,825,537 | ProgramServicesAmt |
| Management And General | $3,315,223 | ManagementAndGeneralAmt |
| Fundraising | $2,142,163 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,627 | TotalAmt |
| Program Services | $918,973 | ProgramServicesAmt |
| Management And General | $193,278 | ManagementAndGeneralAmt |
| Fundraising | $124,376 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,086,937 | TotalAmt |
| Program Services | $1,552,054 | ProgramServicesAmt |
| Management And General | $324,788 | ManagementAndGeneralAmt |
| Fundraising | $210,095 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,175 | TotalAmt |
| Program Services | $1,344,553 | ProgramServicesAmt |
| Management And General | $279,574 | ManagementAndGeneralAmt |
| Fundraising | $182,048 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,472 | TotalAmt |
| Program Services | $51,182 | ProgramServicesAmt |
| Management And General | $186,200 | ManagementAndGeneralAmt |
| Fundraising | $6,090 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,932 | TotalAmt |
| Program Services | $163,584 | ProgramServicesAmt |
| Management And General | $433,771 | ManagementAndGeneralAmt |
| Fundraising | $9,577 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,435 | TotalAmt |
| Program Services | $8,050 | ProgramServicesAmt |
| Management And General | $137,385 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,000 | TotalAmt |
| Management And General | $225,467 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,239 | TotalAmt |
| Fundraising | $1,205,239 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,969 | TotalAmt |
| Management And General | $109,969 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,473,732 | TotalAmt |
| Program Services | $3,785,837 | ProgramServicesAmt |
| Management And General | $452,212 | ManagementAndGeneralAmt |
| Fundraising | $235,683 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320,809 | TotalAmt |
| Program Services | $979,507 | ProgramServicesAmt |
| Management And General | $97,470 | ManagementAndGeneralAmt |
| Fundraising | $243,832 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,514 | TotalAmt |
| Program Services | $1,123,916 | ProgramServicesAmt |
| Management And General | $388,890 | ManagementAndGeneralAmt |
| Fundraising | $203,708 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,605 | TotalAmt |
| Program Services | $572,300 | ProgramServicesAmt |
| Management And General | $102,010 | ManagementAndGeneralAmt |
| Fundraising | $219,295 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,792 | TotalAmt |
| Program Services | $634,792 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932,357 | TotalAmt |
| Program Services | $2,179,196 | ProgramServicesAmt |
| Management And General | $405,408 | ManagementAndGeneralAmt |
| Fundraising | $347,753 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,505,636 | TotalAmt |
| Program Services | $1,495,683 | ProgramServicesAmt |
| Management And General | $201,551 | ManagementAndGeneralAmt |
| Fundraising | $808,402 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,533,754 | TotalAmt |
| Program Services | $2,563,301 | ProgramServicesAmt |
| Management And General | $525,373 | ManagementAndGeneralAmt |
| Fundraising | $445,080 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,057 | TotalAmt |
| Program Services | $322,109 | ProgramServicesAmt |
| Management And General | $66,019 | ManagementAndGeneralAmt |
| Fundraising | $55,929 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $3,154,586 | $3,143,954 | $3,306 | $7,326 |
| MISCELLANEOUS | $290,318 | $102,835 | $180,832 | $6,651 |
| PROFESSIONAL DEVELOPMEN | $149,125 | $73,942 | $30,630 | $44,553 |
| BAD DEBT | $16,156 | $16,156 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,542,232 | TotalAmt |
| Program Services | $39,496,326 | ProgramServicesAmt |
| Management And General | $8,191,877 | ManagementAndGeneralAmt |
| Fundraising | $6,854,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,456 | BOYAmt |
| EOY | $292,418 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,082,892 | BOYAmt |
| EOY | $12,159,478 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,896,930 | BOYAmt |
| EOY | $30,185,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,743 | BOYAmt |
| EOY | $2,646,304 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,257 | BOYAmt |
| EOY | $2,855,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,056,198 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,616,808 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,072,926 | BOYAmt |
| EOY | $72,439,390 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,687,388 | BOYAmt |
| EOY | $27,903,406 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,499,163 | BOYAmt |
| EOY | $13,192,927 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,044,724 | BOYAmt |
| EOY | $49,424,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,040,479 | BOYAmt |
| EOY | $211,099,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,182,171 | BOYAmt |
| EOY | $12,180,220 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,461 | BOYAmt |
| EOY | $1,419,291 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,277,194 | BOYAmt |
| EOY | $32,114,027 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,636,496 | BOYAmt |
| EOY | $15,884,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,084,322 | BOYAmt |
| EOY | $61,597,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,953,894 | BOYAmt |
| EOY | $101,268,780 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,002,263 | BOYAmt |
| EOY | $48,232,586 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,956,157 | BOYAmt |
| EOY | $149,501,366 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,040,479 | BOYAmt |
| EOY | $211,099,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,323,378 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,084,290 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,137,541 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,014,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,288,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,187,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,736,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,498,019 | CurrentTaxYearAmt |
| Total | $206,726,335 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,014,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,288,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,187,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,736,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,498,019 | CurrentTaxYearAmt |
| Total | $206,726,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,774,802 | SubstantialContributorsTotAmt |
| Public Support Total170 | $204,951,533 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,677,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,596,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,755,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,352,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,565,781 | CurrentTaxYearAmt |
| Total | $53,947,443 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $663 | CurrentTaxYearMinus1YearAmt |
| Total | $4,594 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $324,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $310,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $357,709 | CurrentTaxYearAmt |
| Total | $1,201,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $261,879,955 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,365,784 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $226,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $226,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,943,993 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,169,993 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $180,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $261,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $268,000 | CurrentYearMinus1Amt |
| Current Year | $226,000 | CurrentYearAmt |
| Total | $935,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,776,791 | BeginningYearBalanceAmt |
| Contributions | $559,166 | ContributionsAmt |
| Investment Earnings Or Losses | $4,119,138 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,415,127 | OtherExpendituresAmt |
| End Year Balance | $39,039,968 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,149,422 | BeginningYearBalanceAmt |
| Contributions | $709,914 | ContributionsAmt |
| Investment Earnings Or Losses | $4,205,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,288,179 | OtherExpendituresAmt |
| End Year Balance | $35,776,791 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,568,514 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,693,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,112,257 | OtherExpendituresAmt |
| End Year Balance | $32,149,422 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,277,354 | BeginningYearBalanceAmt |
| Contributions | $5,950,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,773,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $31,568,514 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,519,005 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,643,349 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $29,277,354 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28431 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,422,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,819,555 | DepreciationAmt |
| Book Value | $71,602,742 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,443,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $625,616 | DepreciationAmt |
| Book Value | $818,044 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,637 | DepreciationAmt |
| Book Value | $18,604 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,439,390 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HCP PRIVATE EQUITY FUND VIII, L.P. | $2,930,169 | F |
| MERCER PIP VI - PRIVATE EQUITY | $1,828,291 | F |
| HCP WPPE PRIVATE EQUITY FUND XII, L.P. | $532,018 | F |
| MERCER PIP VI - PVT DEBT | $945,141 | F |
| MERCER PIP VI - REAL ASSETS | $571,026 | F |
| HCP PRIVATE EQUITY FUND III, L.P. | $103,736 | F |
| HCP REAL ASSETS FUND II, L.P. | $52,039 | F |
| MERCER PIP VII COI-X | $1,922,816 | F |
| MERCER PIP VII REAL ESTATE-X | $219,373 | F |
| MERCER PIP VII INFRASTRUCTURE-X | $411,215 | F |
| MERCER HFI-X | $3,677,103 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,192,927 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BONDS, DEPOSITS AND OTHER ASSETS | $60,478 |
| CONSTRUCTION IN PROGRESS | $332,000 |
| OPERATING LEASE RIGHT-OF-USE-ASSETS | $11,323,399 |
| DUE FROM CITY OF NEW YORK | $37,708,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,424,313 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $2,123,225 |
| OPERATING LEASE LIABILITIES | $13,761,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,884,290 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT INCOME SUPPORTS THE ORGANIZATION'S ARTISTIC ACTIVITIES AND OPERATIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GURA ASSOCIATES LTD | ||||||||
| 505 WEST END AVENUE | NEW YORK | NY | 10024 | MAJOR GIFT CONSULTING | 0 | $0 | $410,000 | $0 |
| CCS FUNDRAISING | ||||||||
| 527 MADISON AVE | NEW YORK | NY | 10022 | CAPITAL CAMPAIGN CONSULTANTS | 0 | $0 | $553,321 | $0 |
| SDA TELESERVICES | ||||||||
| 5757 W CENTURY BLVD 300 | LOS ANGELES | CA | 90045 | TELESALES SUPPORT | 0 | $0 | $181,726 | $0 |
| ADVANCE NYC INC | ||||||||
| 226 TULIP AVE | FLORAL PARK | NY | 11001 | INSTITUTIONAL GIVING SUPPORT | 0 | $0 | $60,192 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,205,239 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $3,432,906 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,089,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $342,956 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $277,226 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $65,730 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $3,432,906 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,089,950 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $342,956 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $277,226 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,730 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $342,956 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMASCUS GATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 TRINITY PASS ROAD | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 921073266 | RecipientEIN |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PASSTHROUGH GRANT TO ARTIST | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PASSTHROUGH GRANT | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. ONCE APPROVED, NYSF MAINTAINS THE BUDGET AND MONITORS GRANT EXPENSES AGAINST IT. PAYMENT TO THE GRANTEE IS USUALLY IN THE FORM OF REIMBURSEMENT. GRANTEE IS REQUIRED TO SUBMIT RECEIPTS AND SUPPORTING DOCUMENTATION IN ORDER TO BE REIMBURSED. DEPENDING ON THE PROJECT, INTERIM PROGRESS REPORTS MAY BE REQUIRED. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE PROJECT. A MULTI-YEAR BUDGET HAS BEEN INCORPORATED INTO THE AFFILIATION AGREEMENT BETWEEN NYSF AND THE SHAKESPEARE SOCIETY OF AMERICA, INC. NYSF REVIEWS THE BUDGET AND EXPENSES DURING THE YEAR. INTERIM FINANCIAL REPORTS ARE REVIEWED REGULARLY. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE YEAR. |
| PART III | GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. GRANTEE REPORTS ON THE ACTIVITIES AND, IF REQUIRED, SUBMITS A FINAL REPORT AND ACCOUNTING STATEMENT AT THE END OF THE PROJECT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL EUSTIS | ||||||||||||||
| ARTISTIC DIRECTOR | $898,137 | $0 | $0 | $0 | $0 | $0 | $222,371 | $0 | $5,117 | $0 | $1,125,625 | $0 | $0 | $0 |
| PATRICK WILLINGHAM | ||||||||||||||
| EXECUTIVE DIRECTOR | $642,758 | $0 | $45,000 | $0 | $0 | $0 | $40,324 | $0 | $8,135 | $0 | $736,217 | $0 | $0 | $0 |
| MURRAY ABELES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $250,338 | $0 | $0 | $0 | $0 | $0 | $7,606 | $0 | $1,853 | $0 | $259,797 | $0 | $0 | $0 |
| KRISTINA G HOGE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $278,181 | $0 | $0 | $0 | $0 | $0 | $17,760 | $0 | $36,347 | $0 | $332,288 | $0 | $0 | $0 |
| THOMAS MCCANN | ||||||||||||||
| CHIEF MARKETING OFFICER | $211,209 | $0 | $0 | $0 | $0 | $0 | $17,817 | $0 | $12,610 | $0 | $241,636 | $0 | $0 | $0 |
| SARAH E ROSEN | ||||||||||||||
| SENIOR DIRECTOR, HUMAN RESOURCES | $194,309 | $0 | $0 | $0 | $0 | $0 | $12,563 | $0 | $14,567 | $0 | $221,439 | $0 | $0 | $0 |
| PETER DEAN | ||||||||||||||
| DIRECTOR OF PRODUCTION | $189,437 | $0 | $0 | $0 | $0 | $0 | $8,405 | $0 | $15,501 | $0 | $213,343 | $0 | $0 | $0 |
| JEREMY A ADAMS | ||||||||||||||
| GENERAL MANAGER | $177,573 | $0 | $0 | $0 | $0 | $0 | $22,464 | $0 | $11,977 | $0 | $212,014 | $0 | $0 | $0 |
| SAHEEM ALI | ||||||||||||||
| ASSOCIATE ARTISTIC DIRECTOR/RESIDENT | $278,192 | $0 | $0 | $0 | $0 | $0 | $23,481 | $0 | $26,461 | $0 | $328,134 | $0 | $0 | $0 |
| FREEDOME BRADLEY-BALLENTINE | ||||||||||||||
| DIRECTOR OF ARTISTIC PROGRAMS | $270,922 | $0 | $0 | $0 | $0 | $0 | -$18,313 | $0 | $36,658 | $0 | $289,267 | $0 | $0 | $0 |
| ALEXA SMITH | ||||||||||||||
| DIRECTOR, ANTI-RACISM, EQUITY AND BE | $208,036 | $0 | $0 | $0 | $0 | $0 | $4,600 | $0 | $40,397 | $0 | $253,033 | $0 | $0 | $0 |
| CHIARA KLEIN | ||||||||||||||
| DIRECTOR OF PRODUCING & ARTISTIC PLA | $191,527 | $0 | $0 | $0 | $0 | $0 | $4,865 | $0 | $13,086 | $0 | $209,478 | $0 | $0 | $0 |
| KRISTEN GONGORA | ||||||||||||||
| DIRECTOR OF STRATEGIC ADVANCEMENT | $182,860 | $0 | $0 | $0 | $0 | $0 | $10,749 | $0 | $10,305 | $0 | $203,914 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE PERMITTED TO BOOK UPGRADED SEATING ON OVERNIGHT FLIGHTS THAT ARE SIX HOURS OR LONGER WITH PRIOR APPROVAL BY THEIR COUNTERPART. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS FOR IMPUTED TAXES ON HIS CONTRACTUAL LIFE INSURANCE POLICY AND 403B CONTRIBUTIONS. |
| PART I, LINE 4B | PURSUANT TO HIS EMPLOYMENT AGREEMENT, PAUL J. EUSTIS PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $159,493 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. PURSUANT TO HIS EMPLOYMENT AGREEMENT, PATRICK WILLINGHAM PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $5,201 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,788,675 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | MERRILL LYNCH WEALTH MANAGEMENT HOLDS THE ORGANIZATION'S BROKERAGE ACCOUNTS TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN 2024, NEW YORK SHAKESPEARE FESTIVAL COMMENCED A MAJOR CAPITAL PROJECT INVOLVING THE REBUILD OF THE DELACORTE THEATER, HOME OF SHAKESPEARE IN THE PARK. CONSTRUCTION WAS SUBSTANTIALLY COMPLETED IN 2025, WITH INAUGURAL PERFORMANCES MARKING THE RETURN OF SHAKESPEARE IN THE PARK IN THE NEWLY CONSTRUCTED DELACORTE THEATER. IN 2025, NEW YORK SHAKESPEARE FESTIVAL FORMALLY DISSOLVED ITS SUBSIDIARY, SHAKESPEARE SOCIETY, AND INTEGRATED ALL OPERATIONS INTO THE PARENT ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, OTHER OFFICERS OF THE BOARD, THE CHAIRS OF THE AUDIT, FINANCE AND NOMINATING COMMITTEES AND SUCH ADDITIONAL TRUSTEES AS MAY BE ELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD PERMITTED BY LAW WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR CERTAIN SPECIFIC MATTERS PURSUANT TO THE ORGANIZATION'S BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE. AFTER THAT EVALUATION, THE DRAFT 990 IS CIRCULATED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE PUBLIC VERSION OF THE 990 IS THEN CIRCULATED TO THE FULL BOARD FOR COMMENTS AND QUESTIONS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THROUGHOUT THE FISCAL YEAR, BOARD MEMBERS ARE REMINDED TO DISCLOSE ANY CONFLICTS THEY MAY HAVE TO MANAGEMENT OR THE AUDIT COMMITTEE. AT THE END OF EACH FISCAL YEAR, CONFLICT OF INTEREST FORMS ARE FILLED OUT BY TRUSTEES, AND THE AUDIT COMMITTEE OR ITS CHAIR EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE MATERIAL CONFLICTS AND MAKES A RECOMMENDATION. INTERESTED BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING RELATING TO ANY CONFLICTED MATTER. HOWEVER, AS A MEMBER OF THE BOARD OR COMMITTEE, THE INTERESTED BOARD MEMBER MAY BE COUNTED IN DETERMINING THE ESTABLISHMENT OF THE QUORUM AT SUCH A MEETING. AT THIS TIME, ONLY TRUSTEES ARE REQUIRED TO DISCLOSE. A POLICY IS BEING DRAFTED TO REQUIRE THE SAME OF OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ARTISTIC DIRECTOR'S CONTRACT WAS RENEWED EFFECTIVE JUNE 2018 AND RUNS THROUGH JULY 2028. THE EXECUTIVE DIRECTOR'S CONTRACT RUNS THROUGH DECEMBER 2025 AND WAS RENEWED IN JANUARY 2026 THROUGH 2029. THE EXECUTIVE COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT CONSULTANT WITH COMPARATIVE DATA FROM PEER CULTURAL INSTITUTIONS IN BUDGET AND PROGRAM SIZE IN NEW YORK CITY AND ACROSS THE COUNTRY. USING THIS DATA, THE COMMITTEE DETERMINED A COMPARABLE COMPENSATION LEVEL. FOR THE KEY POSITIONS OF PRODUCTION EXECUTIVE, CHIEF FINANCIAL OFFICER, CHIEF MARKETING OFFICER, THE SENIOR DIRECTOR OF HUMAN RESOURCES AND/OR INDEPENDENT CONSULTANT GARNERS INFORMATION USING COMPARATIVE DATA FROM SIMILARLY-SIZED, NONPROFIT ARTS INSTITUTIONS. THE INFORMATION IS CULLED FROM FORM 990S AND FROM INDUSTRY SURVEYS. USING THIS DATA, THE EXECUTIVE DIRECTOR AND HR DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST 1,137,541. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAKESPEARE SOCIETY OF AMERICA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133974836 | EIN |
| Primary Activities | INCREASING ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF SHAKESPEARE'S WORKS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(2) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC THEATER PRODUCTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263803813 | EIN |
| Primary Activities | COMMERCIAL THEATER CO-PRODUCTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,366 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,976 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAKESPEARE SOCIETY OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $99,726 | InvolvedAmt |
| Method Of Amount Determination | AMOUNT OF GRANT FROM THE SOCIETY | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, IDENTIFICATION OF RELATED-TAX EXEMPT ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | THIS ORGANIZATION WAS DISSOLVED ON SEPTEMBER 24, 2024. | ExplanationTxt |