2024-07-11T16:36:09-05:00 2023-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-09-01 133735185 HERBERT BERGHOF STUDIO INC HERB 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE STEGALL PRESIDENT 2126752370 2024-07-11 1 MARIE-LOUISE STEGALL 999009999 0 JENNIFER COATES P02247728 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HB STUDIO MARIE-LOUISE STEGALL 120 BANK STREET NEW YORK NY 10014 2851163 0 X WWW.HBSTUDIO.ORG X 1945 NY TO PROVIDE TRAINING AND PRACTICE IN THE THEATRICAL PERFORMING ARTS. 13 13 89 42 0 0 1015773 312525 1695412 1912726 20398 14838 2061 6039 2733644 2246128 124764 125702 0 0 1348094 1525267 83487 167373 264415 655827 744761 2212172 2563103 521472 -316975 2192162 2221872 555050 870400 1637112 1351472 X HB STUDIO, FOUNDED IN 1945 BY HERBERT BERGHOF AND UTA HAGEN, IS AN ARTISTIC HOME FOR ACTORS, PLAYWRIGHTS AND DIRECTORS AT EVERY LEVEL OF ACHIEVEMENT. WE PROVIDE A HAVEN FOR WORKING PROFESSIONALS, FREE FROM COMMERCIAL PRESSURES. (CONTINUED ON SCHEDULE O) 0 0 1831622 125702 1912726 (A) THE UTA HAGEN INSTITUTE FOR FULL TIME STUDY:ALL FY23 PROGRAMS WERE HELD IN PERSON.(I) HAGEN SUMMER INTENSIVE: 6-WEEK, 5-DAY, FULL-TIME INTENSIVE PROGRAM FOCUSED ON UTA HAGEN'S APPROACH TO ACTING TECHNIQUE AND REHEARSAL PROCESS. 6/26/23 TO 8/04/23, 12 STUDENTS SERVED, 7 SCHOLARSHIPS GRANTED.(II) HAGEN CORE TRAINING PROGRAM: A ONE-YEAR (THREE-TERM) INTENSIVE FULL-TIME CURRICULUM FOR ACTORS UTILIZING UTA HAGEN'S APPROACH TO ACTING TECHNIQUE AND REHEARSAL PROCESS. 9/12/22 TO 6/05/23,13 STUDENTS SERVED, 4 SCHOLARSHIPS GRANTED. (III) HAGEN TEACHERS LAB: A FIVE-DAY INTENSIVE FULL-TIME PROGRAM FOR(CONTINUED ON SCHEDULE O) ACTORS AND EDUCATORS INTERESTED IN TEACHING UTA HAGEN'S ACTING EXERCISES AND METHODOLOGY 08/7/23 TO 8/11/23, 10 STUDENTS SERVED, 3 SCHOLARSHIPS GRANTED. TRAVEL EXPENSES FOR 1 UTA HAGEN AWARD RECIPIENT WERE SPONSORED BY THE COLLEGE OF FELLOWS OF THE AMERICAN THEATRE. (B) STUDIO CLASSES FOR TRAINING AND PRACTICE: FALL, WINTER, SPRING, AND SUMMER TERMS: ACTING, ACTING IMPROVISATION, ACTING ON CAMERA, SCENE STUDY, ACTING TECHNIQUE, MOVEMENT & THE BODY, MUSICAL THEATER & SINGING, SPEAKING VOICE, SPEECH, DIRECTING, PLAYWRITING, AND MORE. 3584 ENROLLMENTS, IN 313 CLASSES/YEAR, SEPTEMBER THROUGH AUGUST, 1262 STUDENTS SERVED, 69 SCHOLARSHIPS GRANTED, 198 WORK-STUDY GRANTS. CLASSES WERE OFFERED IN BOTH ONLINE AND IN-PERSON FORMATS.(C) HB STUDIO SPECIAL WORKSHOPS: IN ADDITION TO THE REGULAR TERM-LENGTH STUDIO CLASS SCHEDULE, HB OFFERED SHORT TERM (1-5 SESSIONS) SKILL BUILDING AND SPECIAL FOCUS WORKSHOPS. 637 ENROLLMENTS IN 53 WORKSHOPS, 399 STUDENTS SERVED, 7 SCHOLARSHIPS GRANTED, 33 WORK-STUDY GRANTS. HB OFFERED A SERIES OF 5 FINANCIAL EMPOWERMENT WORKSHOPS @ $5/SESSION, TAILORED TO PERFORMING ARTISTS' NEEDS. WORKSHOPS WERE CONDUCTED IN BOTH ONLINE AND IN-PERSON FORMATS FROM SEPTEMBER 12 THROUGH THE YEAR'S END.(D) RESIDENCY PROJECTS: HB STUDIO'S RESIDENCY PROGRAM PROVIDES SPACE FOR ARTISTS TO REHEARSE AND PRESENT A NEW WORK AT AN EARLY- TO MID-STAGE OF DEVELOPMENT WITH THE PRODUCTION CAPABILITY OF THE HB PLAYWRIGHTS FOUNDATION THEATER SPACE. SIX (6) WEEK-LONG RESIDENCIES, FEATURING 47 ARTISTS, EACH CULMINATING IN A PUBLIC PRESENTATION; 47 ARTISTS, 12 PERFORMANCES, 323 AUDIENCE. PROJECTS: MATT BUTLER, RECKLESS SON (4/18/23-4/24/23); DEIRDRE MACNAMARA, ARCHIPELAGO (5/15/23-5/21/23); MARIA COMINIS, WOMEN OF ZALONGO (6/5/23-6/11/23); KATE FUGLEI, IN THE BLINK OF AN EYE (6/12/23-6/18/23); ASHLEY TEAGUE, RECOVERY (7/2/23-7/9/23); SPIDERWOMAN THEATER & BEAUTIFUL CANOE COLLECTIVE, JOURNEY THE BEAUTIFUL CANOE (7/17/23-7/25/23). HB ALSO HOSTED ACTING OUT, A RESIDENT COMPANY OF 20 FORMERLY INCARCERATED PERSONS. ACTING OUT TOOK PART IN A COLLABORATIVE WORKSHOP WITH RESIDENCY ARTIST MATT BUTLER, 4/18/23-4/19/23 AND BEGAN WORK ON AN ORIGINAL PROJECT TO BE PRESENTED THE FOLLOWING SEASON.(E) COMMUNITY PARTNERSHIP: WINSTON TRANSITIONSHB PARTNERED WITH NONPROFIT PRIVATE NYC-BASED WINSTONPREPARATORY SCHOOL, AN INNOVATIVE DAY SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES. HB TEACHING ARTISTS WORKED WITH STUDENTS IN WINSTON'S 'TRANSITIONS' PROGRAM--THOSE WHO HAVE GRADUATED FROM 12TH GRADE, BUT NEED ADDITIONAL SUPPORT TO TRANSITION TO THE WORKFORCE OR COLLEGE. THE PROGRAM SERVED 30 YOUNG ADULTS, WITH 13 60-MINUTE SESSIONS OVER 9 MONTHS, USING ACTORS' TOOLS TO SUPPORT SELF-EXPRESSION, INDEPENDENT LEARNING, COMMUNICATION AND SOCIAL SKILLS. HB ALSO WELCOMED AN INTERN FROM WINSTON TO WORK ON-SITE IN THE STUDIO'S OFFICE TO TRAIN IN WORKPLACE SKILLS.(F) PUBLIC PROGRAMS: THEATER PROGRAM(I) HB STUDIO WORKS-IN-PROGRESS PRODUCTIONS AND PUBLIC EVENTS: THIRTEEN (13) PUBLIC EVENTS OVER 14 DATES, FEATURING 141 ARTISTS AND SERVING AN AUDIENCE OF 433. YOU N YOURS - THE FATHER FILE (MULTI-MEDIA IN-PERSON), 9/11/22; THE VILLAGE TRIP: ON THE ROAD, 9/17/22; THE GREENWICH VILLAGE PROJECT: CULTURAL ICONS OF GREENWICH VILLAGE, 10/26/22; CATALONIA AT HB: FIREFLIES (VIRTUAL SCREENING & TALK WITH CATALAN ARTISTS), 11/11/22; AN EVENING WITH DAEL ORLANDERSMITH AND FELICE ROSSER (1/31/23); INDEPENDENT STUDY PROJECT WINTER, SPRING, SUMMER PRESENTATIONS 3/18/23, 5/28/23, 8/20/23; DESIGN FOR LIVING AT 90, 4/3/23; ART OF DIRECTING, 5/22/23; THE SEAGULL, 6/3/23, 6/4/23; THE REAL POEMS (ROBERT MCQUEEN), 6/26/23, 6/27/23; RADICAL AND FRAGILE BODIES (ALEJANDRO DE LA GUERRA), 8/12/23 . (II) WORKS-IN-PROGRESS READINGS:HB HOSTED THE BAR COLLECTIVE, PRESENTING TEN (10) STAGED READINGS OF NEW PLAYS IN PROGRESS DEVELOPED AT THE STUDIO; READINGS WERE PRESENTED IN THE HB PLAYWRIGHTS THEATRE 10/2/2022, 10/5/2022, 10/6/2022, 10/7/2022, 10/8/2022, 10/9/2022, 10/11/2022, 10/13/2022, 10/14/2022, 10/15/2022, FEATURING 93 ARTISTS, TO A TOTAL AUDIENCE OF 249. READINGS FEATURED: ILLUSION OR (ME & RENOIR AT NATE 'N AL'S BY GARY KAHN, DORIS & BERTIE BY TIFFA FOSTER, KNIFEWORK BY MICHAEL D. SHARP, A HARD LOOK BY ELISE CATERA, A PART OF OUR LIVES BY ELLIS CHARLES HOFFMEISTER, LIFE? OR THEATER? BY MARIE POHL, JOHN & SHERLOCK BY BETH JACOBSON, SCHOOL'S OUT BY RICHIE V. DANG, THE VALLEY BY MONICA STAMAS, HYANNIS BY PAT GOLDEN.(III) MODERATED PUBLIC TALKS: A SERIES OF PUBLIC CONVERSATIONS WITH ARTISTS ABOUT CONTEMPORARY THEATER CONCERNS. SIX (6) PUBLIC TALKS WERE HELD IN FY22, FEATURING 14 ARTISTS AND SERVING AN AUDIENCE OF 238. TOPICS INCLUDED: THE WHOLE WORLD OVER: REFUGEE ART MAKING & MAKING HOME IN THE WEST VILLAGE (LIVE); AND FIVE (5) PODCAST CONVERSATIONS (HB INSIGHT SERIES) WITH ARTISTS MATT BUTLER, KAYHAN IRANI, DEIRDRE MACNAMARA, MARIA COMINIS, AND KATE FUGLEI. 1831622 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 21 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X EDITH MEEKS 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE STEGALL PRESIDENT 1.00 X X 0 0 0 DUNCAN HAZARD VICE PRESIDENT 1.00 X X 0 0 0 DAVID C RICH VICE PRESIDENT 1.00 X X 0 0 0 WALLACE JOHNSON TREASURER 1.00 X X 0 0 0 JESSICA DOUIEB SECRETARY 1.00 X X 0 0 0 THEODORE S BERGER BOARD MEMBER 1.00 X 0 0 0 ALEXANDER BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 STANISLAS GOLDENBERG BOARD MEMBER 1.00 X 0 0 0 ALISON LONSHEIN BOARD MEMBER 1.00 X 0 0 0 RICHARD MAWE BOARD MEMBER 1.00 X 0 0 0 ALAN PALLY BOARD MEMBER 1.00 X 0 0 0 IGNA ROMASHKINA BOARD MEMBER 1.00 X 0 0 0 DEXTER SMITH BOARD MEMBER 1.00 X 0 0 0 EDITH MEEKS EXECUTIVE/ ARTISTIC DIRECTOR 40.00 X 56410 0 27803 56410 0 27803 0 0 0 0 YOUR PART-TIME CONTROLLER 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 173808 1 128529 183996 312525 TUITION INCOME 711190 1897143 1897143 REGISTRATION FEES 711190 13876 13876 STUDIO RENTAL INCOME 900099 1707 1707 1912726 14782 14782 254 254 605091 605035 56 56 56 MISCELLANEOUS REVENUE 900099 5785 5785 5785 2246128 1912726 0 20877 125702 125702 84473 65889 6758 11826 1253986 1134975 54217 64794 60749 55301 2533 2915 126059 113171 5722 7166 91659 91659 186951 186951 167373 167373 72827 8113 64714 43242 42518 535 189 33247 29840 1512 1895 17188 12891 4297 61350 46625 11658 3067 20597 18286 2311 ACCOMPANIST FEES 74375 73674 701 CREDIT CARD FEES 48263 45432 2831 REPAIRS AND MAINTENANCE 47179 35857 8963 2359 STAFF CLASSES - COMPLIM 21835 21835 26048 1513 24535 2563103 1831622 467066 264415 505643 307787 325897 327967 201620 32180 29595 11167 2526848 1649781 841719 877067 287688 665704 2192162 2221872 57706 210235 348546 335749 148798 145520 0 178896 555050 870400 X 1564908 1252935 72204 98537 1637112 1351472 2192162 2221872 -316975 31335 0 X 0 1 X 1 0 X 274558 316759 736351 1015773 312525 2655966 1969616 1696792 1540350 1695412 1912726 8814896 2244174 2013551 2276701 2711185 2225251 11470862 58380 50700 71500 17050 49550 247180 0 58380 50700 71500 17050 49550 247180 11223682 13945 12701 11301 20685 15036 73668 13945 12701 11301 20685 15036 73668 10830 1774 5785 18389 2258119 2026252 2298832 2733644 2246072 11562919 0.97070 0.97370 0.00640 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12600 12600 12600 12600 12600 12600 12600 12600 12300 300 12600 1.00000 0 0 308750 308750 1235000 956839 278161 804417 524898 279519 133616 122979 10637 45065 45065 0 877067 DUE TO HB PLAYWRIGHTS FOUNDATION 178896 178896 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO GENERATE INVESTMENT INCOME TO PROVIDE SCHOLARSHIPS FOR THEATRICAL MOVEMENT STUDY. X X X X X X X 1 KATE TAYLOR UNLIMITED LLC 26 SOUTH ECKAR ST IRVINGTON NY 10533 GRANT WRITING 0 159060 57824 101236 ADVANCED NYC INC PO BOX 445 PLEASANTVILLE NY 10570 DEVELOPMENT CONSULTANT 0 98944 95824 3120 DONORLY 1460 BROADWAY NEW YORK NY 10036 DEVELOPMENT CONSULTANT 0 3051 13725 -10674 261055 167373 93682 NY 1 SCHOLARSHIPS 81 24189 TUITION VALUE SCHOLARSHIPS WORK-STUDY 231 101513 FMV STUDENT ASSISTANTS PART I, LINE 2: SCHOLARSHIPS ARE GRANTED BASED ON CONSIDERATION OF STUDENTS' NEED AND MERIT (TALENT, POTENTIAL, PERFORMANCE, AND COMMITMENT). SCHOLARSHIPS ARE PROVIDED WITH THE AIM TO LIFT BARRIERS TO ENTRY FOR STUDENTS OF LIMITED INCOME AND TO OFFER SUPPORT TO THOSE FOR WHOM, AT ANY AGE, CREATIVE ENGAGEMENT WOULD PROVIDE SIGNIFICANT OPPORTUNITY AND IMPACT FOR THEIR WELLBEING AND ADVANCEMENT. STUDENTS SUBMIT AN APPLICATION, AND A TEACHER'S RECOMMENDATION, PROFESSIONAL REFERENCE OR PANEL AUDITION/ASSESSMENT IS REQUIRED. IN THE FORM FOR SCHOLARSHP APPLICATIONS, TEACHER RECOMMENDATIONS, AND AUDITION PANEL ASSESSMENTS, THE FOLLOWING CRITERIA ARE ADDRESSED: GOALS, PERFORMANCE, ATTENDANCE, PARTICIPATION, TALENT, POTENTIAL, EFFORT AND COMMITMENT. STUDENTS INDICATE THE CLASS(ES) FOR WHICH THEY ARE REQUESTING SUPPORT. SCHOLARSHIPS ARE ENTERED AS DISCOUNTS IN THE STUDIO'S REGISTRATION SYSTEM AND MAY ONLY BE APPLIED TO ENROLLMENTS FOR HB STUDIO CLASSES. TWO TYPES OF WORK-STUDY AWARDS ARE GRANTED: KEY STUDENTS (KEYS) AND STUDIO ASSISTANTS (SAS). STUDIO ASSISTANTS ASSIST WITH ADMINISTRATIVE AND VENUE SUPPORT TASKS; KEY STUDENTS ASSIST TEACHERS IN THE CONDUCT OF THE CLASS; IN EXCHANGE, SAS AND KEYS RECEIVE FREE ENROLLMENT IN ONE COURSE DURING THE TERM. SA POSITIONS ARE AWARDED IN THE SAME PROCESS AS WITH SCHOLARSHIPS. ANY STUDENT MAY SUBMIT A STATEMENT OF INTEREST TO BECOME A KEY; KEY STUDENT POSITIONS ARE GRANTED BASED ON TEACHERS' RECOMMENDATION, VETTED BY STAFF AND HB'S SCHOLARSHIP COMMITTEE, IN CONSIDERATION OF MERIT AND NEED, DEMONSTRATED PERFORMANCE AND COMMITMENT TO THE STUDIO'S MISSION. FORM 990, PART III, LINE 1 CREATED BY THEATER ARTISTS, WE BELIEVE IN A PROCESS OF TRAINING THAT IS ESSENTIAL TO ALL THE PERFORMING ARTS. WE UPHOLD A STANDARD OF PERFORMANCE THAT CAN PLAY A SIGNIFICANT ROLE IN THE NURTURING, GROWTH AND DEVELOPMENT OF ARTISTS WHO CAN CONTRIBUTE TO A THEATER THAT EXPRESSES THE SOCIAL, MORAL AND POLITICAL REALITIES OF THE WORLD IN WHICH WE LIVE. WE OFFER A RIGOROUS, WELL-ROUNDED, DIVERSE AND INCLUSIVE CURRICULUM OF STUDY FOR COMMITTED STUDENTS OF ALL LEVELS WHERE THE ACTOR'S UNIQUE POTENTIAL IS CULTIVATED AND ENCOURAGED. WE ARE COMMITTED TO PROMOTING DIVERSITY, EQUITY, ACCESSIBILITY, AND INCLUSION IN ALL ASPECTS OF OUR ORGANIZATION AND TO ERADICATE ALL SOURCES OF INEQUALITY AND DISCRIMINATION IN ORDER TO HELP CREATE A THEATER COMMUNITY THAT SHARES THIS COMMITMENT AND MAKES MEANINGFUL CONTRIBUTIONS TO A MORE EQUITABLE AND INCLUSIVE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE FULL BOARD, AND PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN A DISCLOSURE LETTER AT THE ANNUAL BOARD MEETING. IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS, AND REVIEWS COMPENSATION FOR, THE EXECUTIVE AND ARTISTIC DIRECTOR, CONSIDERING BENCHMARKS BASED ON COMPARATIVE REVIEW OF NONPROFIT SALARIES. THE MOST RECENT DECISION FOR SALARY INCREASE FOR THE EXECUTIVE DIRECTOR WAS MADE BY THE BOARD DURING EXECUTIVE SESSION ON AUGUST 9, 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HB PLAYWRIGHTS FOUNDATION 120 BANK STREET NEW YORK NY 10014 131999454 TO FURTHER THE CHARITABLE PURPOSES OF HERBERT BERGHOF STUDIO INC. NY 501(C)(3) LINE 7 HERBERT BERGHOF STUDIO INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 FORM 990, SCHEDULE R, PART V, LINES 1L, 1M, 1N, 1O, 1P AND 1Q THE ORGANIZATIONS SHARE OFFICES AND EMPLOYEES AND ARE NOT ABLE TO VALUE THE SERVICES PROVIDED AND RECEIVED.