NEW YORK SHAKESPEARE FESTIVAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK SHAKESPEARE FESTIVAL (EIN 13-1844852)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-07
- IRS object ID
- 202101889349300035
- Schema version
- 2019v5.2
- 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 | 2021-07-07T15:23:30-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | 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 | 2019-09-01 | 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 | PATRICK WILLINGHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2125398500 | PhoneNum |
| Signature | 2021-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $66,055,174 | 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 | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 1703 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,866,012 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,473,363 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,820,130 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,271,831 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,979,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,849,698 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,057,264 | PYOtherRevenueAmt |
| CY Other Revenue | $9,928,159 | CYOtherRevenueAmt |
| PY Total Revenue | $88,722,810 | PYTotalRevenueAmt |
| CY Total Revenue | $55,523,051 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $769,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $923,135 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,919,176 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,095,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $628,451 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $491,358 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,676,496 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,612,926 | PYOtherExpensesAmt |
| CY Other Expenses | $16,597,417 | CYOtherExpensesAmt |
| PY Total Expenses | $56,930,503 | PYTotalExpensesAmt |
| CY Total Expenses | $52,106,967 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,792,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,416,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,535,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,388,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,609,820 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,583,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $99,925,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,804,930 | 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 | $22,124,091 | ExpenseAmt |
| Revenue | $6,013,216 | RevenueAmt |
| Desc | DOWNTOWN SEASONTHE PUBLIC THEATER'S MAINSTAGE SEASON AT 425 LAFAYETTE STREET FEATURES A DIVERSE LINE-UP OF NEW PLAYS AND MUSICALS, AS WELL AS SHAKESPEARE AND OTHER CLASSICS, IN FIVE THEATERS. THE DOWNTOWN PROGRAMMING AIMS TO PRESENT THE MOST PRESSING ISSUES OF THE TIME, AS TOLD BY THE FIELD'S MOST CUTTING-EDGE VOICES, TO THE BROADEST POSSIBLE AUDIENCE. TWO PLAYS RECEIVED THEIR WORLD PREMIERE - RICHARD NELSON'S THE MICHAELS AND JESSICA BLANK AND ERIC JENSEN'S COAL COUNTRY. THE SEASON ALSO INCLUDED THE NEW YORK PREMIERE OF SOFT POWER BY DAVID HENRY HWANG AND JEANINE TESORI, AND REVIVALS OF TONY KUSHNER'S A BRIGHT ROOM CALLED DAY AND FOR COLORED GIRLS WHO HAVE CONSIDERED SUICIDE / WHEN THE RAINBOW IS ENUF BY NTOZAKE SHANGE. THE SIXTEENTH UNDER THE RADAR FESTIVAL, A PLATFORM FOR US-BASED AND INTERNATIONAL DEVISED THEATER GROUPS, PRESENTED THE WORK OF CONTEMPORARY THEATER COMPANIES FEATURING ARTISTS FROM ACROSS THE US AND AROUND THE WORLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $762,578 | ExpenseAmt |
| Desc | SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER IN CENTRAL PARK EMBODIES THE PUBLIC THEATER'S MISSION TO OFFER THE HIGHEST QUALITY WORK TO EVERYONE, FREE OF CHARGE. SINCE ITS INCEPTION MORE THAN 5 MILLION PEOPLE HAVE ENJOYED PERFORMANCES BY BOTH EMERGING AND WORLD-RENOWNED ARTISTS. CONTINUING A LONG-HELD TRADITION, ALL TICKETS FOR SHAKESPEARE IN THE PARK ARE OFFERED FREE OF CHARGE THROUGH A VARIETY OF DISTRIBUTION METHODS IN ALL FIVE BOROUGHS DESIGNED TO MAXIMIZE ACCESSIBILITY. FOR PATRONS WITH HEARING AND VISION IMPAIRMENTS, THE PUBLIC THEATER OFFERS A SIGN-INTERPRETED, OPEN-CAPTIONED AND AUDIO-DESCRIBED PERFORMANCE FOR EACH PRODUCTION. THE 2020 FREE SHAKESPEARE IN THE PARK SEASON WAS CANCELED DUE TO THE COVID-19 PANDEMIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,050,487 | ExpenseAmt |
| Revenue | $1,728,891 | RevenueAmt |
| Desc | JOE'S PUBONE OF NEW YORK CITY'S MOST CELEBRATED VENUES FOR EMERGING AND ESTABLISHED PERFORMANCE ARTISTS, JOE'S PUB IS COMMITTED TO REFLECTING THE DIVERSE COMMUNITY THAT IT REPRESENTS IN ITS AUDIENCE AND ON ITS STAGE BY PROGRAMMING A VARIETY OF HIGH-QUALITY PERFORMANCES, WHILE KEEPING TICKET PRICES AT A MINIMUM. NAMED FOR PUBLIC THEATER FOUNDER JOE PAPP, JOE'S PUB DEBUTED IN 1998 AND PLAYS A VITAL ROLE IN THE PUBLIC THEATER'S MISSION OF SUPPORTING YOUNG ARTISTS WHILE PROVIDING ESTABLISHED ARTISTS WITH AN INTIMATE SPACE TO PERFORM AND DEVELOP NEW WORK. AS PART OF THE PUBLIC THEATER'S 2019-20 PROGRAMMING DOWNTOWN AT 425 LAFAYETTE STREET, JOE'S PUB PRESENTED TALENT FROM ALL OVER THE WORLD, HOSTING APPROXIMATELY 400 SHOWS AND SERVING OVER 50,000 AUDIENCE MEMBERS. THE DIVERSE ROSTER OF PROGRAMMING FEATURED TOP PERFORMERS FROM BROADWAY, CABARET, DANCE, WORLD, SINGER-SONGWRITER, JAZZ, COUNTRY AND INDIE GENRES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,737,004 | ExpenseAmt |
| Grant | $923,135 | GrantAmt |
| Revenue | $730,976 | RevenueAmt |
| Desc | COMMUNITY PROGRAMS:MOBILE UNITTHE MOBILE UNIT, A CONTEMPORARY VERSION OF THE PUBLIC THEATER'S INITIAL TOURING MODEL, NOT ONLY SEEKS OUT DIVERSE AUDIENCES BUT SERVES AUDIENCES WHOSE ACCESS TO ARTS EXPERIENCES ARE SEVERELY INHIBITED BY THEIR ENVIRONMENTS. THE MOBILE UNIT FOCUSES ON TOURING PRODUCTIONS TO PRISONS, HALFWAY HOUSES, COMMUNITY CENTERS AND OTHER PLACES WHERE THE MOST CRITICALLY UNDER-SERVED AND OVERLOOKED PARTS OF THE POPULATION ARE CONGREGATED. THESE PRODUCTIONS ARE THEN PRESENTED AS PART OF THE DOWNTOWN SEASON AT 425 LAFAYETTE STREET. OVER THE YEARS, THE MOBILE UNIT HAS SERVED THOUSANDS OF AUDIENCES WITH CRITICALLY ACCLAIMED PRODUCTIONS. IN THE FALL OF 2019, THE MOBILE UNIT EMBARKED ON A THREE-WEEK, TOUR OF THE FIVE BOROUGHS, FEATURING FREE PERFORMANCES OF SHAKESPEARE'S MEASURE FOR MEASURE DIRECTED BY LA WILLIAMS. IN 2019, WE WERE THRILLED TO CONTINUE MOBILE UNIT TOURS OF COMMISSIONED MUSIC PERFORMANCE, REACHING 3-5 VENUES. ADDITIONALLY, WE DEEPENED PARTNERSHIPS WITH THE NEW YORK CITY LIBRARY SYSTEMS IN MANHATTAN, THE BRONX, QUEENS AND BROOKLYN, THE NEW YORK CITY HOUSING AUTHORITY, AND THE CITY PARKS FOUNDATION WITH THE INTENT OF BROADENING OUR PERFORMANCE VENUES TO INCLUDE PUBLIC HOUSING, LIBRARIES AND PARKS. PUBLIC WORKSPUBLIC WORKS PARTNERS WITH SOCIAL SERVICE ORGANIZATIONS SERVING THOSE WHO STAND TO BENEFIT MOST FROM THE TRANSFORMATIVE POWER OF THEATER. OVER THE LAST SIX YEARS, PUBLIC WORKS HAS LED WORKSHOPS WITH ITS PARTNERS, BROUGHT THEM TO THE THEATER MANY TIMES, HELD COMMUNAL POTLUCKS, AND FORMED DEEP AND REAL RELATIONSHIPS WITH THE ORGANIZATIONS AND THEIR CLIENTS.FOR THE 2019-2020 SEASON, PUBLIC WORKS CONTINUED TO WORK WITH FORTUNE SOCIETY (QUEENS), DREAMYARD (THE BRONX), THE BROWNSVILLE RECREATION CENTER (BROOKLYN) AS CORE COMMUNITY PARTNERS, CENTER FOR FAMILY LIFE AT SUNSET PARK (QUEENS), CASITA MARIA (BRONX), AND THE MILITARY RESILIENCE PROJECT (ALL BOROUGHS). THE CHILDREN'S AID SOCIETY (MANHATTAN) AND DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE) SUSTAINED ALUMNI RELATIONSHIPS, ENGAGING IN THE PUBLIC WORKS COMMUNITY WHILE AT THE SAME TIME MAKING ROOM TO INVITE NEW PRIMARY PARTNERS TO THE TABLE. THE SEASON CULMINATED WITH A SEVEN-NIGHT RUN OF THE ORIGINAL MUSICAL OF DISNEY'S HERCULES, ADAPTED BY KRISTOFFER DIAZ, DIRECTED BY LEAR DEBESSONET AND FEATURING MUSIC BY ALAN MENKEN AND LYRICS BY DAVID ZIPPEL. THIS PRODUCTION FEATURED OVER 200 COMMUNITY PLAYERS AT THE DELACORTE THEATER.PUBLIC FORUMTHE PUBLIC FORUM IS A VITAL NEXUS OF CREATIVITY, COMMUNITY, AND IDEAS, DEDICATED TO EMBRACING THE COMPLEXITIES OF CONTEMPORARY SOCIETY. THE PROGRAM OFFERS A SERIES OF CONVERSATIONS AND PERFORMANCES FEATURING LEADING VOICES IN POLITICS, MEDIA, AND THE ARTS, DRAWING THE BROADEST RANGE OF VOICES IN CONVERSATION ABOUT AMERICAN CULTURE. USING THEATER AS A JUMP-OFF POINT TO SHED LIGHT ON CONTEMPORARY ISSUES, PUBLIC FORUM HAS TACKLED A NUMBER OF ISSUES FROM POVERTY AND INEQUALITY TO MUSIC AND AMERICAN IDENTITY. BEGINNING IN JANUARY 2018, PUBLIC FORUM LAUNCHES A NEW SERIES, CIVIC SALONS, OFFERING A MONTHLY BRUNCH-TIME GATHERING DEDICATED TO CREATING AN ONGOING CONVERSATION FORGED IN THE SPIRIT OF COMMUNITY AND CONVERSATION. EACH MONTH WILL FEATURE A DIFFERENT THEME AND A PLATFORM FOR READINGS, MUSICAL PERFORMANCE, AND KEYNOTE ADDRESS-ALL CHOSEN IN THE HOPES OF INSPIRING CIVIC ENGAGEMENT AND SOCIAL CHANGE.PUBLIC SHAKESPEARE INITIATIVEUNDER THE LEADERSHIP OF SCHOLAR MICHAEL SEXTON, THE PUBLIC SHAKESPEARE INITIATIVE WILL PRODUCE AND PRESENT A MULTIDIMENSIONAL LINEUP OF PROGRAMS, FUELED BY THE BELIEF THAT SHAKESPEARE IS FOR EVERYONE. THESE INCLUDE: A SERIES OF SCHOLARLY EXPLORATION AND PERFORMANCE THROUGH PUBLIC SHAKESPEARE PRESENTS AND INTIMATE PUBLIC SHAKESPEARE TALKS; ARTIST DEVELOPMENT PROGRAMS THAT ENLIVEN EXPLORATIONS OF SHAKESPEARE WITH THE MOST VISIONARY ARTISTIC MINDS WORKING TODAY; AND THE HUNTS POINT CHILDREN'S SHAKESPEARE ENSEMBLE, A TARGETED COMMUNITY ENGAGEMENT PROGRAM IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN.NEW WORK DEVELOPMENT & ANCILLARY PROGRAMS:EARLY CAREER WORKING GROUPS THE PUBLIC'S EARLY CAREER WORKING GROUPS PROVIDE COLLABORATIVE, EFFECTIVE MODELS FOR SUPPORTING ARTISTS AT CRITICAL STAGES OF THEIR DEVELOPMENT. THE PRIMARY GOALS OF EACH PROGRAM ARE TO BUILD MEANINGFUL PATHWAYS FOR ARTISTIC AND PROFESSIONAL ADVANCEMENT: EMERGING WRITERS GROUP (EWG). FOCUSED ON IDENTIFYING AND SUPPORTING EARLY CAREER PLAYWRIGHTS, THE EMERGING WRITER'S GROUP PROVIDES KEY RESOURCES FOR WRITERS AT EVERY STAGE OF THEIR CAREERS. THE PRIMARY GOAL OF THE EWG PROGRAM IS TO BUILD MEANINGFUL PATHWAYS FOR WRITERS' ARTISTIC AND PROFESSIONAL DEVELOPMENT. THE NEW WORK DEVELOPMENT TEAM WORK TO CREATE A FERTILE COMMUNITY AND FOSTER A WEB OF SUPPORTIVE ARTISTIC RELATIONSHIPS ACROSS GENERATIONS. WRITERS ARE SELECTED BI-ANNUALLY AND RECEIVE A TWO-YEAR FELLOWSHIP, WHICH INCLUDES A $15,000 STIPEND. ELIGIBILITY CRITERIA ARE TAILORED TO SERVE QUALIFIED WRITERS WHO ARE SHUT OUT OF THE FIELD'S STANDARD PLAY DEVELOPMENT CHANNELS - THOSE WITHOUT PROFESSIONAL REPRESENTATION OR GRADUATE SCHOOL TRAINING. THE PLAYWRIGHTS PARTICIPATE IN A BI-WEEKLY WRITERS GROUP FEATURING MASTER CLASSES LED BY ESTABLISHED PLAYWRIGHTS, AND THEIR FELLOWSHIP CULMINATES IN AN INDUSTRY-INVITED SHOWCASE OF WORK DEVELOPED DURING THE RESIDENCY.DEVISED THEATER WORKING GROUP (DTWG). FORMED IN 2014, THE DEVISED THEATER WORKING GROUP (DTWG) IS AN ARTIST RESOURCE GROUP DESIGNED FOR MAKERS OF ALL DISCIPLINES, INCLUDING THOSE WHO DO NOT SELF-IDENTIFY AS THEATER MAKERS BUT FOR WHOM THEATRE IS A POTENT METAPHOR OR FRAMEWORK. DTWG SERVES AS A THINK TANK TO ENSURE THAT THE PUBLIC IS RESPONSIVE TO THE MOST IMMEDIATE REALITIES OF INDEPENDENT THEATER MAKING. UNDER THE LEADERSHIP OF THE DIRECTOR OF THE UNDER THE RADAR FESTIVAL, MARK RUSSELL, DTWG OFFERS NEXT-GENERATION THEATER-MAKERS A SUPPORTIVE FRAMEWORK IN WHICH TO DEVELOP THEIR WORK, ENGAGE IN CONSISTENT DIALOGUE, AND BE CHALLENGED BY EACH OTHER'S AESTHETIC PRACTICE. USING THE MODEL OF THE EMERGING WRITERS GROUP, DTWG CREATES AN INFRASTRUCTURE TO SUPPORT COHORTS OF BETWEEN EIGHT AND TEN ARTISTS OR PERFORMANCE GROUPS TO MEET CONSISTENTLY THROUGHOUT THE YEAR AS THEY CREATE THEATER BY OFFERING THE DRAMATURGICAL, TECHNICAL, ARTISTIC AND ADMINISTRATIVE RESOURCES OF THE PUBLIC. JOE'S PUB WORKING GROUP (JPWG) & NEW YORK VOICES. IN ORDER TO CREATE SUSTAINABLE RESOURCES FOR THE FIELD AND TO SUPPORT EMERGING ARTISTS, ASSOCIATE ARTISTIC DIRECTOR/SENIOR DIRECTOR OF ARTISTIC PROGRAMS, SHANTA THAKE, AND DIRECTOR OF JOE'S PUB, ALEX KNOWLTON, BLENDED THE PUBLIC'S APPROACH TO SUPPORTING EMERGING PLAYWRIGHTS AND INDEPENDENT ARTISTS TO CREATE TWO PROGRAMS: JOE'S PUB WORKING GROUP, WHICH AIMS TO ENRICH THE SUSTAINABILITY AND GROWTH OF NEW YORK-BASED EMERGING ARTISTS' CAREERS; AND NEW YORK VOICES, A COMMISSIONING INITIATIVE FOR MUSICIANS AND PERFORMANCE ARTISTS TO CREATE CROSS-GENRE THEATER PIECES. JOE'S PUB WORKING GROUP SUPPORTS COHORTS OF FIVE EARLY CAREER MUSICIANS AND PERFORMANCE ARTISTS BY PROVIDING A VARIETY OF SUPPORT. THESE INCLUDE ADMINISTRATIVE RESOURCES, PHYSICAL SPACE, AND CURATORIAL SERVICES - FURTHER CULTIVATING A COMMUNITY ATMOSPHERE WHEREIN THOSE ARTISTS CAN CREATE AND SUSTAIN NEW AND DEVELOPING WORK. THE PROGRAM SELECTS FROM THE FIELD'S MOST EXCITING ARTISTS-IDENTIFYING MUSICIANS AND PERFORMANCE ARTISTS THAT PARTICULARLY EXHIBIT A STRONG NARRATIVE VOICE IN THEIR WORK-AND ASKS THEM TO EXPLORE THEATRICAL STORYTELLING AND SONGWRITING. NEW YORK VOICES STARTED FROM A DESIRE TO DIRECTLY ADDRESS THE CRUMBLING MUSIC INDUSTRY AND THE LACK OF ALBUM SALES, AS WELL AS TO FIND A NEW WAY TO SUPPORT ARTISTS IN A MANNER UNIQUE TO JOE'S PUB. SINCE ALBUM SALES ARE A RELIC, WE HAVE COMMITTED TO COMMISSIONING AT LEAST THREE MUSICIANS PER YEAR AND HELPING THEM TO DEVELOP NEW TOOLS FOR THEIR LIVE SHOW. THE HOPE FOR THESE SHOWS IS THAT THEY WILL LEAD TO LONGER RUNS IN VARIOUS MARKETS AROUND THE COUNTRY AND ALLOW THESE MUSICIANS TO ACCESS A NEW REALM OF GRANTS AND FUNDING. NEW YORK VOICES ANNUALLY COMMISSIONS A SMALL GROUP OF ARTISTS OVER THE COURSE OF THE YEAR, PRODUCED AS A CULMINATING PERFORMANCE SERIES. IN ADDITION, THE PROGRAM PROVIDES FINISHING FUNDS AS NECESSARY TO ASSIST THE ARTIST IN FULLY REALIZING EACH PROJECT AND INCREASE THEIR VIABILITY FOR A TOURING LIFE. WITH THESE DYNAMIC INITIATIVES, JOE'S PUB HAS BEEN ABLE TO GROW FROM BEING STRICTLY A PRESENTING VENUE INTO A ROBUST PRODUCING EFFORT, WORKING WITH A DIVERSE SLATE OF MULTIDISCIPLINARY ARTISTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,737,004 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $923,135 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $730,976 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $37,674,160 | 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 | 0 | 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 | 804 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1703 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | 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 | 0 | 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 | CT | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| 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 | DANIEL WILLIAMS SR DIR OF FINANCE AND ADMINISTRATION | 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 (61 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 |
|---|---|---|---|---|---|---|---|---|
| ARIELLE TEPPER | ||||||||
| CHAIR | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAT FILI-KRUSHEL | ||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE CLARKE WOLFF | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW PINCUS | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KWAME ANTHONY APPIAH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTY BAKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE BEAUMONT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA E BERNSTEIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON BLUM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZACH BUCHWALD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE DANIELS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON J DAVIS ESQ | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DROGA | ||||||||
| BOARD MEMBER | 1.00 | 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 | |||
| TOM FINKELPEARL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDIA FISHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FAITH GAY | ||||||||
| 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 | |||
| DEBBY LANDESMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY LEEDS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNY LEON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS MIRANDA JR | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL MERRIFIELD PAPP | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HANS MORRIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MURDOCH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA PERSHAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIO PETERSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE RELYEA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE RICE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE COOK ROBERTS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDI ROSE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZANNE ROSENSTEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ROSENTHAL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH SAPAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDRA SHIVA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM STEINBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURE SUDREAU | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN TAUB | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA TSAI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REGGIE VAN LEE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRACE LYU-VOLCKHAUSEN | ||||||||
| BOARD MEMBER | 1.00 | 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 | |||
| TIMOTHY WILKINS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES WILKINSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISA AMAROSA WOOD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK WILLINGHAM | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $456,121 | $0 | $27,413 | ||
| PAUL J EUSTIS | ||||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | Yes (X) | $827,806 | $0 | $222,980 | ||
| PATRICIA HUIE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $191,226 | $0 | $23,420 | |||
| THOMAS MCCANN | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $181,248 | $0 | $17,858 | Yes (X) | |||
| SHANNON S THAKE-KRIEGSMANN | ||||||||
| SENIOR DIR. OF ARTISTIC PROGRAMS | 40.00 | $181,263 | $0 | $39,258 | Yes (X) | |||
| LAURENCE JAHNS | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $459,593 | $0 | $42,975 | Yes (X) | |||
| JEREMY ADAMS | ||||||||
| MANAGING DIRECTOR | 40.00 | $188,627 | $0 | $24,944 | Yes (X) | |||
| RUTH STERNBERG | ||||||||
| PRODUCTION EXECUTIVE | 40.00 | $203,583 | $0 | $49,605 | Yes (X) | |||
| MANDY HACKETT | ||||||||
| ASSOCIATE ARTISTIC DIR. | 40.00 | $195,188 | $0 | $39,603 | Yes (X) | |||
| ALEX TONETTA | ||||||||
| ARTISTIC CONTENT CURATOR | 40.00 | $169,963 | $0 | $16,079 | Yes (X) | |||
| KIERAN MCGRATH | ||||||||
| SENIOR DIRECTOR, HUMAN RESOURCES | 40.00 | $158,926 | $0 | $23,477 | Yes (X) | |||
| LAURA O'CONNELL | ||||||||
| DIR. OF CAPITAL PROJECTS | 40.00 | $155,991 | $0 | $45,345 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,369,535 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $572,957 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| SHAWMUT DESIGN AND CONSTRUCTION | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | DESIGN AND CONSTRUCTION SERVICE | $9,391,107 |
| ZUBATKIN OWNER REPRESENTATION LLC | |||||
| 333 WEST 52ND STREET 6TH FLOOR | NEW YORK | NY | 10019 | OWNERS REPRESENTATION SERVICES | $1,027,879 |
| BIG ARCHITECHTURE DPC | |||||
| 45 MAIN STREET SUITE 900 | BROOKLYN | NY | 11201 | ARCHITECTURE AND DESIGN SERVICES | $907,909 |
| MASQUE SOUND & RECORDING CORP | |||||
| 21 EAST UNION AVENUE | EAST RUTHERFORD | NJ | 07073 | THEATRICAL EQUIPMENT RENTALS AND PURCHAS | $637,458 |
| CSS SECURITY | |||||
| 2753 NORTH JERUSALEM SUITE D | EAST MEADOW | NY | 11554 | ONSITE SECURITY SERVICES | $583,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,105,075 | FundraisingAmt |
| Government Grants | $911,208 | GovernmentGrantsAmt |
| All Other Contributions | $30,457,080 | AllOtherContributionsAmt |
| Noncash Contributions | $908,009 | NoncashContributionsAmt |
| Total Contributions | $33,473,363 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BOX OFFICE INCOME | 711110 | $5,262,292 | $5,262,292 |
| CO-PRODUCTION FEES, ENHANCEMENT I | 900099 | $2,996,079 | $2,996,079 |
| WORKSHOPS/EVENTS | 900099 | $13,460 | $13,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,271,831 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $871,068 | TotalRevenueColumnAmt |
| Exclusion | $871,068 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,417,252 | TotalRevenueColumnAmt |
| Exclusion | $9,417,252 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $309,655 | 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 | $309,655 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,655 | TotalRevenueColumnAmt |
| Exclusion | $309,655 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,452,138 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,473,508 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,978,630 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,978,630 | TotalRevenueColumnAmt |
| Exclusion | $2,978,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,615 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,105,075 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $58,615 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $201,252 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $201,252 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $201,252 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,523,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,473,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,576,605 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,135 | TotalAmt |
| Program Services | $550,135 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,000 | TotalAmt |
| Program Services | $373,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,836,234 | TotalAmt |
| Program Services | $2,100,940 | ProgramServicesAmt |
| Management And General | $465,403 | ManagementAndGeneralAmt |
| Fundraising | $269,891 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,194,449 | TotalAmt |
| Program Services | $17,922,030 | ProgramServicesAmt |
| Management And General | $3,970,116 | ManagementAndGeneralAmt |
| Fundraising | $2,302,303 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,424,099 | TotalAmt |
| Program Services | $1,795,651 | ProgramServicesAmt |
| Management And General | $397,775 | ManagementAndGeneralAmt |
| Fundraising | $230,673 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,337 | TotalAmt |
| Program Services | $1,769,160 | ProgramServicesAmt |
| Management And General | $391,907 | ManagementAndGeneralAmt |
| Fundraising | $227,270 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,251,938 | TotalAmt |
| Program Services | $1,668,122 | ProgramServicesAmt |
| Management And General | $369,525 | ManagementAndGeneralAmt |
| Fundraising | $214,291 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,592 | TotalAmt |
| Program Services | $544,338 | ProgramServicesAmt |
| Management And General | $598,667 | ManagementAndGeneralAmt |
| Fundraising | $12,587 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,080 | TotalAmt |
| Program Services | $124,087 | ProgramServicesAmt |
| Management And General | $216,501 | ManagementAndGeneralAmt |
| Fundraising | $492 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,621 | TotalAmt |
| Management And General | $107,621 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,000 | TotalAmt |
| Program Services | $168,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,358 | TotalAmt |
| Fundraising | $491,358 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,853 | TotalAmt |
| Management And General | $48,853 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687,053 | TotalAmt |
| Program Services | $2,626,029 | ProgramServicesAmt |
| Management And General | $14,149 | ManagementAndGeneralAmt |
| Fundraising | $46,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,739 | TotalAmt |
| Program Services | $606,463 | ProgramServicesAmt |
| Management And General | $15,076 | ManagementAndGeneralAmt |
| Fundraising | $253,200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,320 | TotalAmt |
| Program Services | $507,795 | ProgramServicesAmt |
| Management And General | $416,704 | ManagementAndGeneralAmt |
| Fundraising | $70,821 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,692 | TotalAmt |
| Program Services | $233,588 | ProgramServicesAmt |
| Management And General | $231,889 | ManagementAndGeneralAmt |
| Fundraising | $100,215 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,897 | TotalAmt |
| Program Services | $224,147 | ProgramServicesAmt |
| Fundraising | $750 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,327,339 | TotalAmt |
| Program Services | $1,929,136 | ProgramServicesAmt |
| Management And General | $1,192,467 | ManagementAndGeneralAmt |
| Fundraising | $205,736 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,967 | TotalAmt |
| Program Services | $905,651 | ProgramServicesAmt |
| Management And General | $84,688 | ManagementAndGeneralAmt |
| Fundraising | $151,628 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,936 | TotalAmt |
| Program Services | $492,325 | ProgramServicesAmt |
| Management And General | $741,285 | ManagementAndGeneralAmt |
| Fundraising | $59,326 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,300 | TotalAmt |
| Program Services | $13,621 | ProgramServicesAmt |
| Management And General | $223,699 | ManagementAndGeneralAmt |
| Fundraising | $1,980 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $2,933,012 | $2,930,865 | $2,000 | $147 |
| MISCELLANEOUS | $263,829 | $105,864 | $154,098 | $3,867 |
| PROFESSIONAL DEVELOPMEN | $172,299 | $83,213 | $56,000 | $33,086 |
| BAD DEBT | $57,888 | $57,888 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,106,967 | TotalAmt |
| Program Services | $37,674,160 | ProgramServicesAmt |
| Management And General | $9,756,311 | ManagementAndGeneralAmt |
| Fundraising | $4,676,496 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161,293 | BOYAmt |
| EOY | $6,238,808 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,498,379 | BOYAmt |
| EOY | $26,291,815 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,041,168 | BOYAmt |
| EOY | $28,145,691 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,082 | BOYAmt |
| EOY | $641,025 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,970,541 | BOYAmt |
| EOY | $949,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,696,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,386,784 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,463,536 | BOYAmt |
| EOY | $15,309,443 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,964,061 | BOYAmt |
| EOY | $18,483,276 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,871,640 | BOYAmt |
| EOY | $2,155,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,807,467 | BOYAmt |
| EOY | $21,172,781 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,535,167 | BOYAmt |
| EOY | $119,388,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,725,683 | BOYAmt |
| EOY | $3,567,272 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,784,723 | BOYAmt |
| EOY | $610,787 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,088,989 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,099,414 | BOYAmt |
| EOY | $11,316,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,609,820 | BOYAmt |
| EOY | $19,583,813 | 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 | $53,736,528 | BOYAmt |
| EOY | $46,449,142 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,188,819 | BOYAmt |
| EOY | $53,355,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,925,347 | BOYAmt |
| EOY | $99,804,930 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,535,167 | BOYAmt |
| EOY | $119,388,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,416,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,790,704 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$770,827 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$974,970 | 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 | $19,140,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,656,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,560,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,866,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,473,363 | CurrentTaxYearAmt |
| Total | $158,696,899 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,140,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,656,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,560,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,866,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,473,363 | CurrentTaxYearAmt |
| Total | $158,696,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,329,489 | SubstantialContributorsTotAmt |
| Public Support Total170 | $154,367,410 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,608,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,454,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,358,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,700,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,597,975 | CurrentTaxYearAmt |
| Total | $74,719,444 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,591 | CurrentTaxYearMinus1YearAmt |
| Total | $37,331 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $612,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,252 | CurrentTaxYearAmt |
| Total | $1,635,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,089,292 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $62,430,307 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67910 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $168,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $168,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE PUBLIC HAS ENGAGED VENDORS FOR LOBBYING TO SEEK FUNDING AND VARIOUS APPROVALS FOR OUR CAPITAL CAMPAIGN FROM THE CITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,782,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,621,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $20,519,005 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,436,220 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $231,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $19,782,694 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,870,203 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,451,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $20,436,220 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,574,944 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,180,259 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $19,870,203 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,676,036 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $783,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$885,000 | OtherExpendituresAmt |
| End Year Balance | $18,574,944 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24840 | 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 | $21,298,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,566,697 | DepreciationAmt |
| Book Value | $14,732,015 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,024,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $789,397 | DepreciationAmt |
| Book Value | $235,097 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,373,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,030,690 | DepreciationAmt |
| Book Value | $342,331 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,309,443 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION COST REIMBURSEMENT DUE FROM THE CITY OF NEW YORK | $517,393 |
| BONDS, DEPOSITS AND OTHER ASSETS | $298,808 |
| CONSTRUCTION IN PROGRESS | $20,356,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,172,781 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $9,844,541 |
| DEFERRED RENT | $1,472,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,316,765 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM THE ENDOWMENTS IS USED TO SUPPORT THE ARTISTIC AND OPERATIONAL ACTIVITIES OF THE ORGANIZATION. | 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 (2 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 | $295,313 | $0 |
| COMMUNITY COUNSELLING SERVICE CO LLC | ||||||||
| 527 MADISON AVE 5TH FL | NEW YORK | NY | 10022 | CAPITAL CAMPAIGN ADVISING | 0 | $0 | $196,045 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $491,358 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $2,023,290 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,000,645 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,645 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $22,645 | FoodAndBeverageEvent1Amt |
| Event2 | BENEFIT EVENTS | Event2Nm |
| Gross Receipts Event2 | $140,400 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $104,430 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,970 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $35,970 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,163,690 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,105,075 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,615 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $22,645 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,970 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $58,615 | 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 | 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) |
|---|---|---|
| Recipient EIN | 133974836 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $550,135 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT FOR THE PERFORMANCE, COMMENTARY, AND EDUCATIONAL ACTIVITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| VAN LIER FELLOWSHIPS | 2 | $10,000 |
| TOW FELLOWSHIPS | 1 | $55,000 |
| FREELANCE THEATER MAKER RELIEF | 308 | $308,000 |
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 II | FREELANCE THEATER MAKER RELIEF: THE PUBLIC, IN PARTNERSHIP WITH OUR BOARD OF TRUSTEES AND DONOR COMMUNITY, OFFERED A LIMITED NUMBER OF ONE-TIME DISASTER RELIEF PAYMENTS OF $1,000 TO FREELANCE THEATER MAKERS FROM ALL DISCIPLINES, INCLUDING, BUT NOT LIMITED TO, TECHNICIANS, CREW MEMBERS, TEACHING ARTISTS AND ARTISTS WORKING GROUP PARTICIPANTS. FUTURE RELIEF PAYMENTS WILL BE OFFERED TO PLAYWRIGHTS, ACTORS, STAGE MANAGERS, DIRECTORS, CHOREOGRAPHERS, DESIGNERS, AUDIENCE SERVICES STAFF-MEMBERS, ASL INTERPRETERS, AMONG OTHERS. |
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 | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK WILLINGHAM | ||||||||||||||
| EXECUTIVE DIRECTOR | $436,431 | $0 | $0 | $0 | $19,690 | $0 | $14,871 | $0 | $12,542 | $0 | $483,534 | $0 | $0 | $0 |
| PAUL J EUSTIS | ||||||||||||||
| ARTISTIC DIRECTOR | $806,826 | $0 | $0 | $0 | $20,980 | $0 | $199,566 | $0 | $23,414 | $0 | $1,050,786 | $0 | $0 | $0 |
| PATRICIA HUIE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $190,151 | $0 | $0 | $0 | $1,075 | $0 | $11,430 | $0 | $11,990 | $0 | $214,646 | $0 | $0 | $0 |
| THOMAS MCCANN | ||||||||||||||
| CHIEF MARKETING OFFICER | $181,248 | $0 | $0 | $0 | $0 | $0 | $8,034 | $0 | $9,824 | $0 | $199,106 | $0 | $0 | $0 |
| SHANNON S THAKE-KRIEGSMANN | ||||||||||||||
| SENIOR DIR. OF ARTISTIC PROGRAMS | $181,263 | $0 | $0 | $0 | $0 | $0 | $7,898 | $0 | $31,360 | $0 | $220,521 | $0 | $0 | $0 |
| LAURENCE JAHNS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $430,453 | $0 | $8,160 | $0 | $20,980 | $0 | $19,446 | $0 | $23,529 | $0 | $502,568 | $0 | $0 | $0 |
| JEREMY ADAMS | ||||||||||||||
| MANAGING DIRECTOR | $188,627 | $0 | $0 | $0 | $0 | $0 | $14,921 | $0 | $10,023 | $0 | $213,571 | $0 | $0 | $0 |
| RUTH STERNBERG | ||||||||||||||
| PRODUCTION EXECUTIVE | $203,583 | $0 | $0 | $0 | $0 | $0 | $28,863 | $0 | $20,742 | $0 | $253,188 | $0 | $0 | $0 |
| MANDY HACKETT | ||||||||||||||
| ASSOCIATE ARTISTIC DIR. | $195,188 | $0 | $0 | $0 | $0 | $0 | $13,023 | $0 | $26,580 | $0 | $234,791 | $0 | $0 | $0 |
| ALEX TONETTA | ||||||||||||||
| ARTISTIC CONTENT CURATOR | $169,963 | $0 | $0 | $0 | $0 | $0 | $4,731 | $0 | $11,348 | $0 | $186,042 | $0 | $0 | $0 |
| KIERAN MCGRATH | ||||||||||||||
| SENIOR DIRECTOR, HUMAN RESOURCES | $158,926 | $0 | $0 | $0 | $0 | $0 | $2,665 | $0 | $20,812 | $0 | $182,403 | $0 | $0 | $0 |
| LAURA O'CONNELL | ||||||||||||||
| DIR. OF CAPITAL PROJECTS | $155,991 | $0 | $0 | $0 | $0 | $0 | $4,419 | $0 | $40,926 | $0 | $201,336 | $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. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS TO COVER IMPUTED INCOME ON CASH ALLOWANCES PROVIDED FOR HIS CONTRACTUAL LIFE INSURANCE PREMIUM PAYMENTS. PAUL EUSTIS, PATRICK WILLINGHAM, AND LAURENCE JAHNS RECEIVED GROSS-UP PAYMENTS TO COVER IMPUTED INCOME ON CASH ALLOWANCES FOR THEIR 403B ACCOUNTS. |
| 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 BUT NO AMOUNTS WERE PAID DURING THE 2019 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 | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $908,009 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | SIGNATURE SECURITIES HOLDS NYSF'S BROKERAGE ACCOUNT 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 | WITH THE COVID 19 PANDEMIC MAKING IN-PERSON ACTIVITY PROHIBITED, NYSF PROGRAMMING WAS MOVED TO DIGITAL EXPRESSIONS IN MARCH OF 2020. |
| FORM 990, PART VI, SECTION A, LINE 1 | 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 AND CHIEF FINANCIAL OFFICER) 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 WAS RENEWED IN JANUARY 2018 AND RUNS THROUGH DECEMBER 2021. 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 ADVANCEMENT OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR AND SENIOR DIRECTOR OF MARKETING, 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 -915,062. FORGIVENESS OF ACCRUED AND UNPAID INTEREST FROM PUBLIC THEATER PRODUCTIONS -59,908. |
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 | $68,582 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $52,731 | 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE SHAKESPEARE SOCIETY OF AMERICA INC | ||
| B | $550,135 | AMOUNT OF GRANT TO THE SOCIETY |
| THE SHAKESPEARE SOCIETY OF AMERICA INC | ||
| Q | $558,730 | REIMBURSEMENT FROM THE SOCIETY |
| PUBLIC THEATER PRODUCTIONS | ||
| B | $452,329 | CONTRIBUTION OF DEBT TO CAPITAL |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R PARTS II AND V | FormAndLineReferenceDesc |
| Explanation | THE SHAKESPEARE SOCIETY HAS AN AFFILIATION AGREEMENT WITH NEW YORK SHAKESPEARE FESTIVAL SUCH THAT THE TWO ORGANIZATIONS SHARE STAFF AND SPACE. NEW YORK SHAKESPEARE FESTIVAL PROCESSES ALL PAYMENTS AND PAYROLL AND SHAKESPEARE SOCIETY REIMBURSES NEW YORK SHAKESPEARE FESTIVAL FOR ALL EXPENSES RELATED TO THE SOCIETY'S OPERATIONS. AS SOLE MEMBER OF THE SHAKESPEARE SOCIETY, NEW YORK SHAKESPEARE FESTIVAL MAKES AN ANNUAL GRANT TO THE SHAKESPEARE SOCIETY TO SUPPORT THEIR CONTINUING OPERATIONS. | ExplanationTxt |