2014-05-08T15:39:10-05:00 2013-06-30 131655065 LUTZ AND CARR CPAS LLP 300 EAST 42ND STREET NEW YORK NY 10017 990 2012-07-01 133166308 AARON DAVIS HALL INC AARO 2122819240 150 CONVENT AVENUE NEW YORK NY 10031 PATRICIA CRUZ 2122819240 2014-05-07 1 CHRIS BELLANDO P00541714 2126972299 2012 2015-11-30 17:44:51Z HARLEM STAGE PATRICIA CRUZ 150 CONVENT AVENUE NEW YORK NY 10031 3060412 0 X WWW.HARLEMSTAGE.ORG X 1983 NY FOR 30 YEARS, HARLEM STAGE'S UNIQUE FOCUS HAS BEEN TO IDENTIFY VISIONARY ARTISTS OF COLOR AND SUPPORT THEM BY COMMISSIONING, PRESENTING - AND INCREASINGLY IN RECENT YEARS - PRODUCING THEIR VITAL WORK THAT RESPONDS TO THE SOCIAL AND POLITICAL CONDITIONS THAT SHAPE OUR LIVES. HARLEM STAGE HAS EARNED A REPUTATION FOR WORLD CLASS PROGRAMMING FEATURING ESTABLISHED AND EMERGING ARTISTS. WE SUSTAIN OUR COMMITMENT TO OUR MISSION WITH A BROAD RANGE OF PROGRAMS ACROSS ALL DISCIPLINES OF THE PERFORMING ARTS. 14 13 94 100 0 0 1908809 1998243 375700 412907 62733 141320 0 0 2347242 2552470 0 0 0 0 1656104 1541239 0 0 147863 1392671 1264009 3048775 2805248 -701533 -252778 2781114 2798334 801415 974096 1979699 1824238 X HARLEM STAGE/AARON DAVIS HALL, INC. IS A PERFORMING ARTS CENTER THAT CELEBRATES AND PERPETUATES THE UNIQUE AND DIVERSE ARTISTIC LEGACY OF HARLEM AND THE INDELIBLE IMPRESSION IT HAS MADE ON AMERICAN CULTURE. WE PROVIDE OPPORTUNITY, COMMISSIONING AND SUPPORT FOR ARTISTS OF COLOR, MAKE PERFORMANCES EASILY ACCESSIBLE TO ALL AUDIENCES, AND INTRODUCE CHILDREN TO THE RICH DIVERSITY, EXCITEMENT AND INSPIRATION OF THE PERFORMING ARTS. 0 0 2064409 412907 PRESENTATIONTHIS YEAR WAS AN INCREDIBLE YEAR FOR US IN REALIZING OUR VISION TO PRESENT ART THAT REVERBERATES. NOT ONLY DID SEVERAL HARLEM STAGE ARTISTS RECEIVE MACARTHUR GENIUS AWARDS, INCLUDING CHOREOGRAPHER KYLE ABRAHAM, PIANIST VIJAY IYER AND VISUAL ARTIST CARRIE MAE WEEMS BUT HARLEM STAGE ALSO RECEIVED RECOGNITION FROM THE FIELD AS THE RECIPIENT OF THE WILLIAM A. DAWSON AWARD FOR SUSTAINED PROGRAMMATIC EXCELLENCE BY THE ASSOCIATION OF PERFORMING ARTS PRESENTERS. (SEE SCHEDULE O FOR FULL DESCRIPTION) WE HAVE HAD A SERIES OF MAJOR PARTNERSHIPS WITH THE 13-14 SEASON INCLUDING PARTICIPATION IN BLINK YOUR EYES: SEKOU SUNDIATA REVISITED, A 7 MONTH LONG CELEBRATION OF THE LIFE AND ARTISTIC LEGACY OF THE LATE SEKOU SUNDIATA, PRODUCED BY MAPP INTERNATIONAL PRODUCTIONS WITH OVER 20 PARTNERS. WE ALSO LAUNCHED AN IMPORTANT PARTNERSHIP WITH HBO AND THE AMERICAN BLACK FILM FESTIVAL. IN ADDITION, OUR PARTNERSHIP WITH THE APOLLO, COLUMBIA UNIVERSITY AND JAZZMOBILE REMAINS STRONG FOR THE 3RD ANNUAL HARLEM JAZZ SHRINES FESTIVAL. HOWEVER, THE MOST SIGNIFICANT OF OUR PARTNERSHIPS BEGINS IN APRIL 2014 WITH THE LAUNCH OF OUR 14 MONTH CELEBRATION OF JAMES BALDWIN, SPANNING APRIL 2014-JUNE2015. PARTNERS INCLUDE NEW YORK LIVE ARTS, COLUMBIA UNIVERSITY, THE NEW SCHOOL, YOUNG AUDIENCES OF NEW YORK, URBAN WORD NYC AND MORE. MUSICALLY, WE HAVE HAD A SEASON FILLED WITH BOTH HISTORY AND INNOVATION THROUGH OUR CELEBRATION OF THE LEGENDARY MARY LOU WILLIAMS WITH A TWO WEEK SERIES FEATURING A CONVERSATION WITH MARY LOU: GERI ALLEN CELEBRATES MARY LOU WILLIAMS DIRECTED BY S. EPATHA MERKERSON AS WELL AS MARY LOU WILLIAMS: THE NEXT GENERATION FEATURING GERALD CLAYTON, KRIS BOWERS, COURTNEY BRYAN AND HELEN SUNG. IN ADDITION, OUR UPTOWN NIGHTS SERIES CONTINUED WITH A SOLD OUT PRESENTATION OF BILAL FEATURING THE REVIVE BIG BAND, WHICH WAS COMPLEMENTED BY A LISTENING SESSION WITH THE ARTIST. OUR PARTNERSHIP WITH CARNEGIE HALL CONTINUES TO BRING EXCELLENT FREE PROGRAMMING TO OUR COMMUNITY WITH TWO OUTSTANDING PROJECTS THIS YEAR INCLUDING PERFORMANCES BY GREGOIRE MARET AND THE VIJAY IYER TRIO. OUR DANCE SERIES E-MOVES 15 CELEBRATED ITS 15TH ANNIVERSARY THIS YEAR PROVING TO BE EXCITING THAN EVER. OUR SIGNATURE SERIES, WATERWORKS, IS ENTERING THE FINAL STAGES FOR THE WORLD PREMIERE OF MAKANDAL IN THE FALL OF 2014. THE PROJECT ENTERS A MONTH LONG RESIDENCY PERIOD IN JUNE WHICH CULMINATES IN AN OPEN REHEARSAL FOLLOWED BY A MONTH LONG PRODUCTION PERIOD FROM OCTOBER TO NOVEMBER 2014. DISCUSSIONS ARE IN THE WORKS FOR A TOUR INCLUDING RENOWNED PERFORMING ARTS CENTERS IN MIAMI, SAN FRANCISCO AND PRETORIA. EDUCATIONOUR EDUCATION PROGRAMS CONTINUED TO ENJOY THEIR PRESENTATIONS TO SCHOOLS, CELEBRATING ITS 29TH ANNIVERSARY OF WEEKDAY PERFORMANCES FOR SCHOOL CHILDREN. OVER 20 PREFORMANCES WERE HELD AT OUR VENUES. THE HARLEM STAGE IN SCHOOLS PROGRAM CONTINUED WITH 2 IN-SCHOOL PRESENTATIONS AT OUR CORE SCHOOL A. PHILIP RANDOLPH HIGH SCHOOL- A CAREER IN THE ARTS PANEL WITH LEADING ARTS PROFESSIONALS IN THE FIELD AND A LIVING LIBRARY PRESENTATION OF TONI MORRISON'S THE BLUEST EYE BY YOUNG AUDIENCES OF NEW YORK. STUDENTS WERE PROVIDED WITH EXCLUSIVE ACCESS TO HARLEM STAGE ARTISTS AND STAFF THROUGH ATTENDANCE AT OPEN DRESS REHEARSALS FOR A CONVERSATION WITH MARY LOU: GERI ALLEN CELEBRATES MARY LOU WILLIAMS AND E-MOVES 15. 2064409 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 56 0 1 94 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY DE X JAMES KING 2122819240 150 CONVENT AVENUE NEW YORK NY 10031 TAMARA TUNIE 10.00 X X 0 0 0 JENETTE KAHN 5.00 X X 0 0 0 MICHAEL A YOUNG 5.00 X X 0 0 0 LEON HENDERSON JR 5.00 X X 0 0 0 TREVOR GALE 5.00 X 0 0 0 WILLY HOLTZMAN 5.00 X 0 0 0 KAREN LERNER 5.00 X 0 0 0 DANIEL OSHEYACK 5.00 X 0 0 0 AC HUDGINS 5.00 X 0 0 0 JACK TILTON 5.00 X 0 0 0 MICHAEL A KENNY 5.00 X 0 0 0 PATRICIA CRUZ 40.00 X X 92021 0 23030 JAMES A KING 40.00 X 64315 0 14093 156336 0 37123 1 0 0 0 0 278674 215100 1504469 28680 1998243 SPACE LEASING 711110 234458 234458 BOX OFFICE INCOME 711110 147180 147180 MISCELLANEOUS 711110 24683 24683 CONCESSION INCOME 711110 6586 6586 412907 67011 67011 546535 472226 74309 74309 74309 35716 278674 35716 0 2552470 412907 0 141320 129163 99615 22186 7362 954078 730505 169190 54383 32624 26971 3793 1860 206421 170657 23998 11766 218953 173558 32915 12480 4063 4063 23752 1012 22740 108935 101140 7795 78299 58489 15347 4463 64153 47922 12574 3657 83378 67283 11342 4753 193512 141445 45090 6977 73687 65044 4443 4200 20389 20389 104112 104112 15578 11637 3941 ARTIST FEES 237980 177771 46644 13565 OTHER PROD. EXPENSES 97346 72717 19080 5549 MISCELLANEOUS 75465 65989 4441 5035 PRINTING AND DESIGN 61802 46166 12113 3523 21558 6488 14575 495 2805248 2064409 592976 147863 885315 869842 7755 22573 29964 134744 945778 608754 414323 337024 1443757 1434151 2781114 2798334 109299 181302 2000 6500 582941 754330 107175 31964 801415 974096 X -918980 -1044970 1123679 1094208 1775000 1775000 1979699 1824238 2781114 2798334 -252778 68637 28680 0 X 0 1 X 1 0 X 2319724 1607232 2069332 1908809 1998243 9903340 2319724 1607232 2069332 1908809 1998243 9903340 1735714 8167626 64777 44176 47776 63177 67011 286917 25264 55073 45507 125844 10316101 2471997 0.79170 0.84040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1433757 184145 190188 -3563 1434151 1644663 -90046 107151 -3709 1433757 1380343 268155 3835 1644663 1279061 143038 38294 3462 1380343 1751509 -381948 87200 3300 1279061 1.00000 0 1 1 840916 539203 301713 79862 67051 12811 25000 2500 22500 337024 CASH OVERDRAFT 31964 31964 X 2649787 68637 28680 97317 2552470 0 2552470 2805248 0 2805248 0 2805248 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENTS ARE INTENDED FOR THE GENERAL SUPPORT OF AARON DAVIS HALL. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS PRIOR TO 2009 ARE GENERALLY NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. ANNUAL BENEFIT 314390 278674 35716 24116 11600 314390 278674 35716 24116 11600 35716 0 X X X 0 0 0 0 0 0 0 0 0 X PLANE TICKETS 1 27000 FAIR VALUE X FOOD & WINE 1 180 FAIR VALUE X BENEFIT GIFT 1 1500 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE TREASURER AND THE CHAIRMAN OF THE ORGANIZATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS (OR A DULY APPOINTED COMMITTEE OF THE BOARD) INVESTIGATES POTENTIAL CONFLICTS OF INTEREST AND CONSIDERS WHAT'S IN THE BEST INTEREST OF THE ORGANIZATION WHEN A CONFLICT DOES ARISE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE AND SENIOR MANAGEMENT COMPENSATION IS REVIEWED BY THE CHAIRMAN AND TREASURER OF THE BOARD OF DIRECTORS EACH TIME THERE IS AN INCREASE. COMPENSATION WAS LAST REVIEWED IN JUNE OF 2012. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CITY COLLEGE OF NEW YORK CONVENT AVENUE AT 138TH STREET NEW YORK NY 10031 EDUCATION NY GOVERNMENT N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 CITY COLLEGE OF NEW YORK A 25812 CITY COLLEGE OF NEW YORK N TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 2: UNDER A LONG-STANDING AGREEMENT, AARON DAVIS HALL OCCUPIES THEATER FACILITIES AND OFFICE SPACE OF THE CITY COLLEGE OF THE CITY UNIVERSITY OF NEW YORK. THE FAIR RENTAL VALUE OF THE THEATER FACILITIES, OFFICE SPACE, AND UTILITIES COSTS CANNOT BE REASONABLY DETERMINED AND HAS THEREFORE NOT BEEN RECORDED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. THE CITY COLLEGE FUND ALSO RECEIVED AN ENDOWMENT GIFT OF $500,000 FOR THE BENEFIT OF AARON DAVIS HALL, WITH NO MORE THAN 5% OF THE NET VALUE OF THE ASSET TO BE USED ANNUALLY FOR THE GENERAL USE OF AARON DAVIS HALL. HARLEM STAGE RECEIVED APPROXIMATELY $25,000 FOR THE YEAR ENDED JUNE 30, 2012.