2017-05-12T07:48:21-05:00 2016-06-30 420714325 RSM US LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2015-07-01 132584273 ALVIN AILEY DANCE FOUNDATION INC ALVI 2124059000 405 WEST 55TH STREET NEW YORK NY 10019 PAMELA ROBINSON TREASURER & CFO 2124059000 2017-05-11 1 LYNNE JOHNSON P00757336 2123721000 2015 2021-01-29 14:40:06Z BENNETT RINK 405 WEST 55TH STREET NEW YORK NY 10019 41650735 0 X WWW.ALVINAILEY.ORG X 1958 NY THE MISSION OF ALVIN AILEY DANCE FOUNDATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY BY ESTABLISHING AN EXTENDED CULTURAL COMMUNITY WHICH PROVIDES DANCE PERFORMANCES, TRAINING AND COMMUNITY PROGRAMS FOR ALL PEOPLE. 29 27 835 63 134646 41751 40186297 13680636 24466982 24037191 4911663 2405909 -675814 -729718 68889128 39394018 1574837 1972910 0 0 19883322 20410355 0 0 2365126 17087211 17079941 38545370 39463206 30343758 -69188 197685565 187745865 19032840 17739817 178652725 170006048 X THE MISSION OF THE AILEY ORGANIZATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY THROUGH DANCE PERFORMANCES, TRAINING, EDUCATIONAL AND COMMUNITY PROGRAMS FOR ALL PEOPLE. THE ORGANIZATION PLAYS A VITAL SOCIAL ROLE, USING THE BEAUTY AND HUMANITY OF THE AFRICAN-AMERICAN HERITAGE AND OTHER CULTURES TO UNITE PEOPLE OF ALL RACES, AGES, AND BACKGROUNDS. 0 0 17069065 10972734 ALVIN AILEY AMERICAN DANCE THEATER - SEE SCHEDULE OFOUNDED BY ALVIN AILEY IN 1958, ALVIN AILEY AMERICAN DANCE THEATER NOW ANNUALLY REACHES ABOUT 300,000 AUDIENCE MEMBERS ACROSS THE GLOBE. SINCE ITS INCEPTION, THE COMPANY HAS PERFORMED IN 71 COUNTRIES ON 6 CONTINENTS FOR AN ESTIMATED 25 MILLION PEOPLE AT VENUES WORLDWIDE, PLUS TENS OF MILLIONS MORE PEOPLE VIA TELEVISION APPEARANCES. IN 2008, THE AILEY COMPANY WAS DESIGNATED "A VITAL AMERICAN CULTURAL AMBASSADOR TO THE WORLD" BY THE UNITED STATES CONGRESS. THE COMPANY NUMBERS THIRTY OF THE MOST TALENTED AND VERSATILE DANCERS IN THE WORLD, AND ITS DIVERSE REPERTORY IS UNPARALLELED IN MODERN DANCE. A TYPICAL ALVIN AILEY AMERICAN DANCE THEATER SEASON INCLUDES A U.S. TOUR TO OVER 20 CITIES, EXTENSIVE INTERNATIONAL TOURING, AND TWO ENGAGEMENTS IN ITS HOME BASE OF NEW YORK CITY: A SPRING ENGAGEMENT AT LINCOLN CENTER AND A 5-WEEK WINTER ENGAGEMENT AT NEW YORK CITY CENTER, WHERE AILEY IS THE PRINCIPAL DANCE COMPANY AND HAS APPEARED ANNUALLY SINCE 1972. 1750663 69660 940182 AILEY II - SEE SCHEDULE OLAUNCHED BY MR. AILEY IN 1974, AILEY II IS NOW UNIVERSALLY RENOWNED FOR MERGING THE COUNTRY'S BEST YOUNG DANCE TALENT WITH THE CREATIVE VISION OF TODAY'S MOST OUTSTANDING EMERGING CHOREOGRAPHERS. AILEY II IS COMPRISED OF 12 OF THE AILEY SCHOOL'S MOST PROMISING SCHOLARSHIP STUDENTS AND REACHES AUDIENCES IN MORE THAN 40 CITIES EACH YEAR ACROSS THE U.S. AND ABROAD. THE COMPANY OFFERS ITS DANCERS INVALUABLE PERFORMING AND TEACHING EXPERIENCE AND CRUCIAL TRAINING, CREATING A BRIDGE FROM THE CLASSROOM TO THE STAGE. 13085827 1903250 11366844 AILEY EDUCATION AND OUTREACH PROGRAMS - SEE SCHEDULE OTHROUGH THE AILEY SCHOOL, ITS EXTENSIVE ARTS IN EDUCATION PROGRAMS, AND THE AILEY EXTENSION, THE ORGANIZATION IS COMMITTED TO BRINGING DANCE INTO THE LIVES OF INDIVIDUALS OF ALL AGES AND BACKGROUNDS.FOUNDED IN 1969, THE AILEY SCHOOL IS AN ACCREDITED INSTITUTIONAL MEMBER OF THE NATIONAL ASSOCIATION OF SCHOOLS OF DANCE AND SERVES AS THE OFFICIAL SCHOOL OF THE ALVIN AILEY AMERICAN DANCE THEATER. THE SCHOOL OFFERS MORE THAN 300 CLASSES WEEKLY FOR AGES 3 THROUGH 25 IN A BROAD RANGE OF DANCE TECHNIQUES. THE SCHOOL'S SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE FOR TALENTED AND DESERVING STUDENTS; OVER 200 SCHOLARSHIPS ARE AWARDED EACH YEAR AND THE MAJORITY OF FINANCIAL ASSISTANCE GOES TO MINORITY STUDENTS. IN CONJUNCTION WITH FORDHAM UNIVERSITY, THE AILEY SCHOOL ALSO OFFERS A BACHELOR OF FINE ARTS DEGREE IN DANCE.EACH YEAR, AILEY ARTS IN EDUCATION AND COMMUNITY PROGRAMS PROVIDE YOUNG PEOPLE FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS THE OPPORTUNITY TO EXPLORE THEIR CREATIVE POTENTIAL, BUILD SELF-ESTEEM, AND DEVELOP LIFE-SKILLS SUCH AS TEAMWORK AND SELF-DISCIPLINE. PROGRAMS INCLUDE AILEYCAMP, A UNIQUE SUMMER DAY CAMP PROGRAM FOR UNDERSERVED CHILDREN IN MAJOR CITIES ACROSS THE UNITED STATES; AILEYDANCE KIDS, WHICH PRESENTS DANCE CLASSES AND CROSS-CURRICULAR LESSONS TO APPROXIMATELY 4,000 PUBLIC SCHOOL STUDENTS IN NY AND NJ; REVELATIONS: AN INTERDISCIPLINARY APPROACH, A CURRICULUM-BASED INITIATIVE THAT USES ALVIN AILEY AMERICAN DANCE THEATER'S SIGNATURE PIECE TO TEACH ACADEMIC SUBJECTS IN CLASSROOMS ACROSS THE COUNTRY.THE AILEY EXTENSION OFFERS DANCE AND FITNESS CLASSES OPEN TO THE PUBLIC, WITH MORE THAN 80 CLASSES EACH WEEK IN A VARIETY OF TECHNIQUES INCLUDING HORTON, BALLET, WEST AFRICAN, AND ZUMBA. SINCE ITS INCEPTION IN 2005, MORE THAN 100,000 PEOPLE HAVE TAKEN CLASSES THROUGH THE AILEY EXTENSION. 847192 545669 ANCILLARY ON-SITE COMMUNITY PROGRAMS 847192 545669 32752747 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 192 0 1 835 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL IL MA MD NC NJ NY PA VA X PAMELA ROBINSON 2124059000 405 WEST 55TH STREET NEW YORK NY 10019 X DARIA L WALLACH CHAIR 10.00 X X 0 0 0 DEBRA L LEE PRESIDENT 5.00 X X 0 0 0 SIMIN N ALLISON VICE-CHAIR (THRU 6/2/16) 5.00 X X 0 0 0 ARTHUR J MIRANTE II VICE-CHAIR 5.00 X X 0 0 0 JOHN H SCHAEFER VICE-CHAIR 5.00 X X 0 0 0 GINA F ADAMS VICE-CHAIR 5.00 X X 0 0 0 FRANK R AHIMAZ TRUSTEE 5.00 X 0 0 0 ELEANOR S APPLEWHAITE ESQ TRUSTEE 5.00 X 0 0 0 ROBERT BATTLE TRUSTEE/ARTISTIC DIRECTOR 40.00 X 401070 0 21910 NICOLE A BERNARD TRUSTEE 5.00 X 0 0 0 KATHRYN C CHENAULT TRUSTEE (THRU 6/30/16) 5.00 X 0 0 0 SELA THOMPSON COLLINS TRUSTEE (JOINED 06/2016) 5.00 X 0 0 0 LINDA HOUSTON TRUSTEE (JOINED 01/2016) 5.00 X 0 0 0 JENNY IRELAND TRUSTEE 5.00 X 0 0 0 JAISHRI KAPOOR TRUSTEE (JOINED 06/2016) 5.00 X 0 0 0 ANTHONY S KENDALL TRUSTEE 5.00 X 0 0 0 ROBERT KISSANE TRUSTEE 5.00 X 0 0 0 RICKI LANDER TRUSTEE 5.00 X 0 0 0 MICHELLE Y LEE TRUSTEE 5.00 X 0 0 0 NATASHA LEIBEL LEVINE MD TRUSTEE 5.00 X 0 0 0 ANTHONY A LEWIS TRUSTEE 5.00 X 0 0 0 LINDA M LINDENBAUM TRUSTEE (THRU 10/2015) 5.00 X 0 0 0 LESLIE L MAHERAS TRUSTEE 5.00 X 0 0 0 DORIS P MEISTER TRUSTEE 5.00 X 0 0 0 STEPHEN J MERINGOFF TRUSTEE 5.00 X 0 0 0 MARYLIN L PRINCE TRUSTEE 5.00 X 0 0 0 ROBIN C ROYALS TRUSTEE (THRU 01/2016) 5.00 X 0 0 0 RICHARD SPECIALE TRUSTEE 5.00 X 0 0 0 MARC S STRACHAN TRUSTEE 5.00 X 0 0 0 ROGER C WILLIAMS JR TRUSTEE (JOINED 01/2016) 5.00 X 0 0 0 STANLEY PLESENT ESQ TRUSTEE 5.00 X 0 0 0 JOAN H WEILL TRUSTEE 5.00 X 0 0 0 BENNETT RINK EXECUTIVE DIRECTOR 40.00 X 376458 0 30906 PAMELA ROBINSON CFO/TREASURER 40.00 X 242707 0 38124 ELENA PAUL DIR OF LEGAL & BUS AFFAIRS/BOARD SEC'T 40.00 X 204617 0 22869 MASAZUMI CHAYA ASSOCIATE ARTISTIC DIRECTOR 40.00 X 294338 0 22399 THOMAS COTT DIRECTOR OF MARKETING 40.00 X 221868 0 19345 KIMBERLY WATSON SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 205703 0 21783 CHRISTOPHER ZUNNER DIRECTOR OF PUBLIC RELATIONS 40.00 X 195558 0 17101 CHAD SUTTON DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 173288 0 35640 TRACY INMAN CO-DIRECTOR OF THE AILEY SCHOOL 40.00 X 154659 0 17785 JUDITH JAMISON ARTISTIC DIRECTOR EMERITA 10.00 X 140215 0 0 2610481 0 247862 32 1 1 0 NEW YORK CITY CENTER THEATER 130 WEST 56 STREET NEW YORK NY 10019 THEATER PRODUCTION 966187 CITY CENTER OF MUSIC & DRAMA INC 20 LINCOLN CENTER NEW YORK NY 10023 THEATER PRODUCTION 453666 SPECTRUM BUILDING SERVICES INC 300 EAST 42ND STREET NEW YORK NY 10017 CLEANING SERVICES 370793 OPUS 3 ARTISTS 470 PARK AVE SO NEW YORK NY 10016 BOOKING AGENT 270100 SECURITAS SECURITY SERVICES USA INC 1412 BROADWAY NEW YORK NY 10018 SECURITY SERVICES 233286 22 3953555 557460 9169621 1023803 13680636 PERFORMANCE FEES 711120 11912916 11912916 TUITION & TEACHING FEES 611600 10640533 10640533 STUDIO INCOME 531120 757431 545669 70009 141753 STUDENT FEES 611710 578883 578883 SCHOOL TICKET SALES 611600 147428 147428 24037191 1787145 64637 1722508 131653 131653 1398045 779281 618764 618764 618764 394231 3953555 1477436 -1083205 -1083205 MISC. INCOME 900099 221834 221834 221834 39394018 23825429 134646 1753307 X 1972910 1972910 1686134 563644 1122490 14773366 12676299 998776 1098291 469142 417984 25821 25337 2294526 1859954 284769 149803 1187187 978282 131081 77824 24810 24810 139937 139937 355310 355310 4598850 3948925 281277 368648 1863489 1863489 485140 255586 86798 142756 254535 177949 51808 24778 184764 184764 2521636 2273554 195936 52146 2746730 2681525 40159 25046 23331 20065 2333 933 1617976 1391459 161798 64719 218070 184605 33158 307 CREDIT CARD & BANK FEES 549719 164881 348421 36417 EQUIPMENT RENTAL 424926 424926 PRODUCTION & SCENERY 309711 309711 COSTUMES & WARDROBE 305168 305168 455839 97067 60651 298121 39463206 32752747 4345333 2365126 8069140 5761612 22720354 17829362 11867906 10741538 2143424 2062179 15893 15893 384479 337931 54955289 17217624 37254116 37737665 87309962 77044401 25543786 33859497 2376505 2355787 197685565 187745865 3031355 2320179 3246004 3237685 12680000 12110000 75481 71953 19032840 17739817 X 88078732 86476955 45739904 38668982 44834089 44860111 178652725 170006048 197685565 187745865 -69188 -8577489 0 X 0 1 X 1 0 X 14322871 10848634 9947036 40186297 13680636 88985474 22961068 23484920 23122337 24250772 23825429 117644526 37283939 34333554 33069373 64437069 37506065 206630000 6029440 1791970 3700945 26085512 2133168 39741035 0 6029440 1791970 3700945 26085512 2133168 39741035 166888965 1991133 2400624 1907189 2280660 1995914 10575520 1991133 2400624 1907189 2280660 1995914 10575520 8567 134646 143213 299905 313349 407773 477311 616065 2114403 39574977 37047527 35384335 67203607 40252690 219463136 0.76040 0.74870 0.04820 0.04820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SPECIAL EVENTS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175000 X X 0 64532187 2604242 -4399602 2886135 59850692 63256426 2449381 1438273 2611893 64532187 54960243 2269825 8317733 2291375 63256426 48550319 3572766 4937785 2100627 54960243 43594415 6782071 -1183022 643145 48550319 0.26440 0.71890 0.01670 0 0 9334293 9334293 33217780 9633974 23583806 11178683 7583650 3595033 1224533 1224533 37737665 ALTERNATIVE INVESTMENTS 22998009 F 51,851 SHARES SPDR S&P 500 ETF TRUST 10861488 F 33859497 LIABILITIES FOR AMOUNTS HELD FOR OTHERS 71953 71953 X 29105876 -8577489 305482 -1660825 -9932832 39038708 355310 355310 39394018 37752553 305482 305482 37447071 355310 1660825 2016135 39463206 PART III, LINE 4: THE FOUNDATION OWNS JOINTLY, WITH THE SMITHSONIAN INSTITUTION, A COLLECTION OF ORIGINAL HISTORIC PHOTOGRAPHS OF ALVIN AILEY AND ALVIN AILEY AMERICAN DANCE THEATER BY PHOTOGRAPHER JACK MITCHELL (THE COLLECTION). THE COLLECTION WAS PURCHASED FROM MR. MITCHELL IN 2012 BY THE FOUNDATION. THE COLLECTION IS HOUSED AND MAINTAINED BY THE LIBRARY OF CONGRESS. THE FOUNDATION AND THE SMITHSONIAN OWN JOINT COPYRIGHT IN THE COLLECTION. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS A NOT-FOR-PROFIT ENTITY, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2013, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION REMISSIONS & OTHER GRANTS -1,622,375. PLEDGE RESERVE EXPENSE -38,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSIONS & OTHER GRANTS 1,622,375. PLEDGE RESERVE EXPENSE 38,450. EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES DANCE PERFORMANCES 842346 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES DANCE PERFORMANCES 32398 NORTH AMERICA PROGRAM SERVICES DANCE PERFORMANCES 73626 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 22998009 SUB-SAHARAN AFRICA PROGRAM SERVICES DANCE PERFORMANCES 637208 0 0 0 0 0 0 24583587 0 24583587 1 0 1 1 0 0 ONG DINNER 2534813 2331113 203700 152290 15000 535590 SPRING DINNER 1068451 968408 100043 112915 288149 1 744522 654034 90488 11825 153294 10500 197873 4347786 3953555 394231 11825 418499 25500 1021612 1477436 -1083205 1 TUITION REMISSION 224 1381055 FMV TUITION REMISSION CREDITED TO STUDENTS' ACCOUNTS LIVING STIPENDS 103 390855 TUITION ASSISTANCE 22 201000 PART I, LINE 2: STUDENT AID IS GIVEN IN THE FORM OF TUITION REMISSION, WHICH IS APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT. OTHER AID IS GIVEN THROUGH CASH STIPENDS FOR LIVING EXPENSES. THIS AID IS DISBURSED EACH SEMESTER WHEN THE STUDENT ARRIVES. THE STUDENT MUST MAINTAIN SATISFACTORY ACADEMIC PROGRESS IN ALL OF THEIR CLASSES. X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 ROBERT BATTLE TRUSTEE/ARTISTIC DIRECTOR 399820 0 0 0 1250 0 7800 0 14110 0 422980 0 0 0 BENNETT RINK EXECUTIVE DIRECTOR 358433 0 18025 0 0 0 7800 0 23106 0 407364 0 0 0 PAMELA ROBINSON CFO/TREASURER 242707 0 0 0 0 0 7800 0 30324 0 280831 0 0 0 ELENA PAUL DIR OF LEGAL & BUS AFFAIRS/BOARD SEC 204617 0 0 0 0 0 6363 0 16506 0 227486 0 0 0 MASAZUMI CHAYA ASSOCIATE ARTISTIC DIRECTOR 294338 0 0 0 0 0 7800 0 14599 0 316737 0 0 0 THOMAS COTT DIRECTOR OF MARKETING 221868 0 0 0 0 0 6766 0 12579 0 241213 0 0 0 KIMBERLY WATSON SENIOR DIRECTOR OF DEVELOPMENT 205703 0 0 0 0 0 6363 0 15420 0 227486 0 0 0 CHRISTOPHER ZUNNER DIRECTOR OF PUBLIC RELATIONS 195558 0 0 0 0 0 5926 0 11175 0 212659 0 0 0 CHAD SUTTON DIRECTOR OF INFORMATION TECHNOLOGY 173288 0 0 0 0 0 5816 0 29824 0 208928 0 0 0 TRACY INMAN CO-DIRECTOR OF THE AILEY SCHOOL 154659 0 0 0 0 0 4743 0 13042 0 172444 0 0 0 JUDITH JAMISON ARTISTIC DIRECTOR EMERITA 0 0 0 0 140215 0 0 0 0 0 140215 0 0 0 PART I, LINE 1A A HOUSING ALLOWANCE AND PAYMENTS TO OFFSET TAX CONSEQUENCES WERE PAID TO THE ARTISTIC DIRECTOR EMERITA. THESE AMOUNTS ARE INCLUDED IN "OTHER REPORTABLE COMPENSATION AND REPORTED ON THE W2. PART I, LINE 7 AS DELINEATED IN HIS WRITTEN EMPLOYMENT CONTRACT, THE EXECUTIVE DIRECTOR MAY RECEIVE A BONUS FOR MEETING OBJECTIVES AND PERFORMANCE CRITERIA AGREED UPON WITH THE BOARD. DURING THE YEAR, THE NON-FIXED PAYMENT AMOUNT AWARDED TO THE EXECUTIVE DIRECTOR WAS $18,025. A TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK 911882413 649717MV4 2003-11-06 20000000 TO FINANCE PART OF THE CONSTRUCTION COSTS OF THE ORGANIZATION'S FACILITIES 0 0 0 A 7890000 20000000 626103 440173 18762525 171200 2007 0 0 1 1 A 0 0 1 0 0 0.01000 0.01000 0.02000 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: 12/20/2013 IUBIBLIOWICZ ARCHITECTS ENTITY OWNED MORE THAN 35% BY A FAMILY MEMBER OF A CURRENT TRUSTEE 801947 ALVIN AILEY DANCE FOUNDATION RETAINED IU+BILBIOWICZ ARCHITECTS, THE ARCHITECTURAL FIRM THAT ORIGINALLY DESIGNED THE BUILDING, TO DETERMINE THE FEASIBILITY OF EXPANDING THE STRUCTURE AND TO DESIGN AND OVERSEE EXPANSION OF THE PROPERTY. SERVICES INCLUDED CONCEPTUAL DESIGN OF NEW DANCE STUDIOS AND SUPPORT SPACES, RESEARCH OF CODE AND STRUCTURAL ISSUES, DRAFTING PLANS USED IN OBTAINING NECESSARY LOCAL GOVERNMENT APPROVALS, OVERSEEING THE DESIGN CONSULTANTS, DRAFTING DESIGN AND CONSTRUCTION DRAWINGS, AND PROVIDING OVERSIGHT AND SUPERVISION DURING CONSTRUCTION. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST AND COMPENSATION POLICIES WERE FOLLOWED IN RETAINING THE FIRM. 0 X 15 719979 FMV WHEN DONATED X EVENT GOODS/SUPPLIES 14 302024 RETAIL VALUE X PERFORMANCE TIX 1 1800 RETAIL VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS ABOVE REPRESENTS THE NUMBER OF DONORS OF NON-CASH ITEMS DURING THE FISCAL YEAR ENDED JUNE 30, 2016. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT OF THE 990 IS THOROUGHLY EXAMINED AND REVIEWED BY THE TREASURER & CFO AND THE AUDIT COMMITTEE, AS WELL AS THE EXECUTIVE DIRECTOR AND BY OTHER KEY STAFF AS APPROPRIATE. THE COMPLETED 990 IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (WHO WAS PREVIOUSLY DELEGATED THAT RESPONSIBILITY BY THE FULL BOARD) PRIOR TO FILING. ALSO PRIOR TO FILING, A FULL COPY IS SENT TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO A TRUSTEE'S INITIAL ELECTION TO THE BOARD, OR AN OFFICER OR KEY EMPLOYEE'S EMPLOYMENT AT AADF, AND THEREAFTER ON AN ANNUAL BASIS, EACH INDIVIDUAL MUST SIGN AND SUBMIT, TO THE SECRETARY OF AADF, A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF THIS POLICY, (2) HAS READ AND UNDERSTANDS THE POLICY, AND (3) HAS AGREED TO COMPLY WITH THE POLICY. IN ADDITION, WHEN ANY MATTER IN WHICH AN INSIDER HAS AN INTEREST COMES BEFORE THE BOARD OR ANY COMMITTEE FOR DECISION OR APPROVAL, THE INSIDER SHALL IMMEDIATELY DISCLOSE IN GOOD FAITH ALL MATERIAL FACTS OF HIS OR HER INTEREST IN WRITING. AN INDIVIDUAL WITH A CONFLICT OF INTEREST MUST NOT BE PRESENT FOR DELIBERATIONS AND VOTING ON THE TRANSACTION OR ARRANGEMENT. IF THE CHAIRMAN OR PRESIDENT OF THE BOARD DETERMINE THAT THERE IS A POTENTIAL CONFLICT OF INTEREST, THE CHAIRMAN OR PRESIDENT OF THE BOARD WILL CONSULT WITH THE EXECUTIVE COMMITTEE TO RESOLVE THE APPARENT CONFLICT, IN ACCORDANCE WITH THE PROCEDURES DESCRIBED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE DESIGNATED BY THE BOARD PERFORMS DUE DILIGENCE ON APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE COMPENSATION COMMITTEE SEEKS DIRECTION AND ADVICE FROM OUTSIDE COUNSEL, WHO SPECIALIZE IN EXECUTIVE COMPENSATION, AND FROM CONSULTANTS WHO PERFORM BENCHMARKING ANALYSIS TO ASSIST IN DEVELOPING THE RECOMMENDATION. THE EXECUTIVE COMMITTEE MEETS WITH THE COMPENSATION COMMITTEE AND COUNSEL TO REVIEW THE PROPOSED COMPENSATION. AADF PERFORMS INTERNAL BENCHMARKING FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION USING PUBLISHED SURVEYS AND OTHER RESOURCES. SALARY RECOMMENDATIONS ARE PROPOSED BY THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS AVAILABLE UPON REQUEST AND ALSO ON WEBSITES SUCH AS GUIDESTAR.ORG. GOVERNING DOCUMENTS, SUCH AS THE CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS, ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. FORM 990, PART VII & SCHEDULE J ROBERT BATTLE, ARTISTIC DIRECTOR & TRUSTEE, IS COMPENSATED FOR HIS SERVICE TO THE ORGANIZATION AS THE ARTISTIC DIRECTOR, NOT FOR HIS SERVICE AS A TRUSTEE. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B THE NUMBER OF HOURS REPORTED FOR THOSE INDIVIDUALS RECEIVING COMPENSATION IS BASED ON WEEKLY HOURS FOR PAYROLL PURPOSES. THE ACTUAL NUMBER OF HOURS WORKED IS CONSIDERABLY HIGHER. FORM 990, PART IX, LINE 11G COMMISSIONS TO AGENTS: PROGRAM SERVICE EXPENSES 716,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 716,287. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,232,638. MANAGEMENT AND GENERAL EXPENSES 281,277. FUNDRAISING EXPENSES 368,648. TOTAL EXPENSES 3,882,563.