2024-10-07T14:14:36-05:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-01-01 453021279 BALLETCOLLECTIVE INC BALL 6463371254 720 FORT WASHINGTON AVENUE 4J NEW YORK NY 10040 TROY SCHUMACHER PRESIDENT 6463371254 2024-10-07 1 0 FREDERICK MARTENS P00298107 2126972299 2023 2024-10-15 13:58:12Z TROY SCHUMACHER 720 FORT WASHINGTON AVENUE 4J NEW YORK NY 10040 930390 0 X WWW.BALLETCOLLECTIVE.COM X 2011 NY BALLETCOLLECTIVE BRINGS TOGETHER ARTISTS, POETS, COMPOSERS, CHOREOGRAPHERS, AND DESIGNERS TO COLLABORATE AS EQUALS, EXCHANGING IDEAS TO ABSORB EACH OTHERS' INFLUENCE THROUGHOUT THE CREATION OF DISTINCTIVE WORKS OF ART. 10 8 0 11 0 0 387169 668566 39336 185722 838 26483 2837 5276 430180 886047 23500 33402 0 0 46300 69400 0 0 7662 363958 756348 433758 859150 -3578 26897 1580535 1562756 72847 250 1507688 1562506 X THE ORGANIZATION WAS FORMED TO PROMOTE AND FOSTER THE ARTS, PARTICULARLY THE BALLET, THROUGH PERFOMANCE AND PUBLIC EDUCATION, WITH A PARTICULAR EMPHASIS ON AN INTEGRATION OF VARIOUS ART FORMS, INCLUDING DANCE, MUSIC, THE VISUAL ARTS, AND WRITTEN AND SPOKEN WORD. 0 0 798854 33402 185722 AFTER YEARS OF DEVELOPMENT, BALLETCOLLECTIVE CELEBRATED THE WORLD PREMIERE PERFORMANCE RUN OF THE NIGHT FALLS AT PEAK PERFORMANCES AT MONTCLAIR STATE UNIVERSITY FROM FEBRUARY 9-12, 2023 IN MONTCLAIR, NJ. WITH A LIBRETTO AND LYRICS BY PULITZER FINALIST KAREN RUSSELL, MUSIC AND LYRICS BY ELLIS LUDWIG-LEONE, CHOREOGRAPHY AND DIRECTION BY TROY SCHUMACHER, THE NIGHT FALLS PREMIERED AS AN 85 MINUTE STAGED DANCE-DRIVEN WORK OF MUSIC THEATER FOR NINE DANCERS, EIGHT SINGERS, AND A CHAMBER ENSEMBLE TO TELL A NEW MODERN, AMERICAN MYTH FOR OUR FRACTURED ERA. IN LATE 2023, THE NEW YORK TIMES NAMED THE NIGHT FALLS IN "BEST DANCE PERFORMANCES OF 2023." BALLETCOLLECTIVE PRESENTED ITS 2023 NEW YORK CITY SEASON: THE MOMENT IS IMMINENT, WHICH FEATURED TWO WORLD PREMIERE BALLETS FROM TWO ACCLAIMED CREATIVE TEAMS. BALLETCOLLECTIVE FOUNDER AND CHOREOGRAPHER TROY SCHUMACHER COLLABORATED WITH COMPOSER PHONG TRAN AND TTRPG DESIGNER SAMANTHA LEIGH TO CREATE THE WORLD WE LEFT BEHIND. CHOREOGRAPHER OMAR ROMAN DE JESUS, THE 4TH RECIPIENT OF BALLETCOLLECTIVE'S COMMISSION FOR DEVELOPING CHOREOGRAPHERS, COLLABORATED WITH COMPOSER ROBERT HONSTEIN, AND VISUAL ARTIST KATHRIN LINKERSDORFF TO MAKE LOVE ME WHILE I'M HERE. THE MOMENT IS IMMINENT PREMIERED ON OCTOBER 30, 2023 WITH LIVE MUSIC AND AN ENSEMBLE OF DANCERS FROM NEW YORK CITY BALLET WITH SUBSEQUENT PERFORMANCES ON NOVEMBER 1ST AND 2ND AT TRINITY COMMONS. THE FINAL PERFORMANCE WAS STREAMED LIVE. BALLETCOLLECTIVE HELD TWO SUMMER CHOREOGRAPHIC RESIDENCIES FOR THE MOMENT IS IMMINENT FROM JUNE 12-24, 2023 IN NEW YORK CITY AND JUNE 26-JULY 9, 2023 IN MILLBROOK, NY. THE SECOND RESIDENCY CULMINATED WITH TWO LOW COST PUBLIC PERFORMANCES FOR 200 MEMBERS OF THE HUDSON VALLEY COMMUNITY JULY 8 AND 9. OPEN REHEARSALS FOR THE COMMUNITY WERE HELD AT THE MILLBROOK SCHOOL AND ONE EDUCATIONAL EVENT FOR THE LOCAL STUDENT COMMUNITY IN COLLABORATION WITH THE WETHERSFIELD ESTATE AND GARDEN WAS HELD ON JULY 1. 798854 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 NY X THE ORGANIZATION 6463371254 720 FORT WASHINGTON AVENUE 4J NEW YORK NY 10040 KARIN KINGSLEY CHAIR 0.50 X X 0 0 0 STEPHEN REIDY PRESIDENT 0.50 X X 0 0 0 TROY SCHUMACHER ARTISTIC DIRECTOR 30.00 X X 69400 0 0 ASHLEY LARACEY DIRECTOR 0.50 X 0 0 0 ERIC LEE DIRECTOR 0.50 X 0 0 0 CARA LONERGAN DIRECTOR 0.50 X 0 0 0 ELISSA KRAMER DIRECTOR 0.50 X 0 0 0 CLAIRE MANN DIRECTOR 0.50 X 0 0 0 SARA JANE MERCER DIRECTOR 0.50 X 0 0 0 CAROLE POSTAL DIRECTOR 0.50 X 0 0 0 69400 0 0 0 0 0 0 0 81047 30000 557519 668566 PERFORMANCE FEES 711120 185722 185722 185722 28411 28411 9251 11179 -1928 -1928 -1928 33164 81047 33164 0 MISCELLANEOUS 900099 5276 5276 5276 886047 185722 0 31759 X 33402 33402 69400 69400 1139 1139 7852 7852 466378 436051 30327 41131 38961 2170 26663 8804 12367 5492 26340 26340 31478 31478 17686 16802 884 DIRECT PRODUCTION COSTS 137616 137616 MISCELLANEOUS EXPENSES 65 65 859150 798854 52634 7662 1257420 313088 157510 18617 15000 43722 13942 68106 82499 1173387 1580535 1562756 2847 250 70000 72847 250 X 1370646 1495905 137042 66601 1507688 1562506 1580535 1562756 26897 27921 0 X 1 X 0 0 0 X 337705 1263749 775137 387169 668566 3432326 337705 1263749 775137 387169 668566 3432326 1241930 2190396 411 1380 2647 838 28411 33687 2837 5276 8113 3474126 260159 0.63050 0.64480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GALA EVENT 114211 81047 33164 33164 114211 81047 33164 33164 33164 0 1 WETHERSFIELD NUTCRACKER LLC 27 N MOORE ST APT 2A NEW YORK NY 10013 854017552 501(C)(3) 33402 0 FUNDING FOR DOCUMENTARY FILM PROJECT 1 PART I, LINE 2: IN 2020, BALLETCOLLECTIVE CREATED AND PRODUCED THE FIRST FULL-LENGTH WORLD PREMIERE AND THE ONLY LIVE NUTCRACKER PRODUCTION IN THE NORTHEAST OF THE UNITED STATES DURING THE COVID-19 PANDEMIC. THE NUTCRACKER AT WETHERSFIELD, WITH DIRECTION AND CHOREOGRAPHY BY TROY SCHUMACHER, TOOK PLACE AT THE ACCLAIMED HISTORICAL WETHERSFIELD ESTATE LOCATED IN AMENIA, NEW YORK. THROUGH THAT PRODUCTION AND COLLABORATION, THE ORGANIZATION WORKED CLOSELY WITH THE MANAGEMENT AND STAFF AT WETHERSFIELD, BECAME FAMILIAR WITH ITS OPERATIONS, AND CONTINUES TO MAINTAIN CLOSE INVOLVEMENT WITH ITS ACTIVITIES AND PROGRAMMATIC OPERATIONS, AND USE OF GRANT FUNDS. RELATED TO THIS PRODUCTION AT WETHERSFIELD, THE ORGANIZATION PROVIDES GRANT FUNDING TO A COMPANY UNDERTAKING A FILM PROJECT TO DOCUMENT BALLETCOLLECTIVE'S NUTCRACKER AT WETHERSFIELD PRODUCTION. THE ORGANIZATION RECEIVES REGULAR REPORTING FROM THE COMPANY UNDERTAKING THE FILM PROJECT REGARDING THE PROGRESS OF THE PROJECT AND ITS EXPENDITURES. FORM 990, PART VI, SECTION A, LINE 2 TROY SCHUMACHER AND ASHLEY LARACEY - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. A DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER OF THE ORGANIZATION. UPON COMPLETION OF REVIEW, A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS COMPLETE AN ANNUAL DISCLOSURE STATEMENT AS REQUIRED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THESE INDIVIDUALS ARE ALSO REQUIRED TO NOTIFY THE BOARD OF DIRECTORS WHEN ANY TRANSACTIONS ARISE THAT COULD INVOLVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THE DISCLOSURE STATEMENTS AND ANY DISCOSURES MADE ARE REVIEWED BY THE BOARD FOR COMPLIANCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IF ANY DISCLOSURES REQUIRE FURTHER INVESTIGATION, THE CONFLICTS COMMITTEE OR BOARD WORK TO INVESTIGATE AND RESOLVE ANY SUCH DISCLOSURES. ANY TRANSACTIONS WHICH REQUIRE REVIEW UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE CONSIDERED BY THE BOARD OR DIRECTORS. ANY INDIVIDUAL WITH A CONFLICT, OR WHO IS A PARTY TO THE TRANSACTION BEING CONSIDERED, MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION WITH RESPECT TO THE TRANSACTION. THE BOARD OF DIRECTORS REVIEWS AND APPROVES WHETHER TO ENTER INTO THE TRANSACTION BEING CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 TROY SCHUMACHER, PRESIDENT, IS COMPENSATED AS PRINCIPAL CHOREOGRAPHER, AND AS A DIRECTOR FOR CERTAIN PERFORMANCES. COMPENSATION IS PAID IN THE FORM OF STANDARD FEES PAID PER PROJECT, BASED ON COMPARABLE ARTISTIC FEES, AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE APPROVAL OF THE ORGANIZATION'S ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G COSTUME DESIGN FEE: PROGRAM SERVICE EXPENSES 13,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,770. LIGHTING DESIGN FEE: PROGRAM SERVICE EXPENSES 12,910. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,910. DANCER FEES: PROGRAM SERVICE EXPENSES 157,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,850. MUSICIAN FEES: PROGRAM SERVICE EXPENSES 86,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,400. COMPOSER/MUSIC DIRECTOR FEES: PROGRAM SERVICE EXPENSES 12,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,150. CHOREOGRAPHY AND REHEARSAL FEES: PROGRAM SERVICE EXPENSES 28,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,500. DIRECTOR/CONDUCTOR FEE: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. CREATOR FEES: PROGRAM SERVICE EXPENSES 81,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,525. PERFORMER FEES: PROGRAM SERVICE EXPENSES 8,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,250. ADMINISTRATIVE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 327. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 327. SOCIAL MEDIA INTERN: PROGRAM SERVICE EXPENSES 7,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,346. SOUND DESIGN: PROGRAM SERVICE EXPENSES 6,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,350. STAGE DESIGN FEE: PROGRAM SERVICE EXPENSES 11,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,500. PROJECT DESIGN: PROGRAM SERVICE EXPENSES 7,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. ARTISTIC AND ADMINISTRATIVE MANAGER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,000. ARTS ADMIN LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000.