GEVA THEATRE CENTER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEVA THEATRE CENTER INC (EIN 23-7202906)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-15
- IRS object ID
- 202641669349300784
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T14:23:03-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 WOODCLIFF DRIVE SUITE 2A | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237202906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEVA THEATRE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEVA | BusinessNameControlTxt |
| Phone | 5852321366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WOODBURY BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HASKINS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5852321366 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON REDMAN | PreparerPersonNm |
| PTIN | P02388231 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2026-06-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEVA THEATRE CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES HASKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WOODBURY BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,405,427 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEVATHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE AND PRODUCE SINGULAR THEATRE PRODUCTIONS AND PROGRAMS THAT SERVE THE ROCHESTER REGION AND BEYOND, BY ILLUMINATING THE FULLNESS OF OUR MANY HUMAN EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 258 | TotalEmployeeCnt |
| Total Volunteers | 359 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,125,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,179,022 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,958,017 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,233,147 | CYProgramServiceRevenueAmt |
| PY Investment Income | $334,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $276,947 | CYInvestmentIncomeAmt |
| PY Other Revenue | $191,826 | PYOtherRevenueAmt |
| CY Other Revenue | $421,954 | CYOtherRevenueAmt |
| PY Total Revenue | $6,609,789 | PYTotalRevenueAmt |
| CY Total Revenue | $7,111,070 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,306,224 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,765,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $168,219 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $350,806 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,635,151 | PYOtherExpensesAmt |
| CY Other Expenses | $3,750,167 | CYOtherExpensesAmt |
| PY Total Expenses | $8,109,594 | PYTotalExpensesAmt |
| CY Total Expenses | $8,515,601 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,499,805 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,404,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,179,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,045,396 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,476,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,621,840 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,703,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,423,556 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CREATE AND PRODUCE SINGULAR THEATRE PRODUCTIONS AND PROGRAMS THAT SERVE THE ROCHESTER REGION AND BEYOND, BY ILLUMINATING THE FULLNESS OF OUR MANY HUMAN EXPERIENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,039,170 | ExpenseAmt |
| Revenue | $4,361,161 | RevenueAmt |
| Desc | GEVA THEATRE'S PRIMARY FOCUS IS THE PRODUCTION AND PRESENTATION OF PROFESSIONAL THEATRE PRODUCTIONS IN ITS 571-SEAT WILSON STAGE AND 180-SEAT FIELDING STAGE THEATRES. THESE PERFORMANCES SERVE RESIDENTS AND VISITORS OF MONROE COUNTY AND THE 11 SURROUNDING COUNTIES NEAR ROCHESTER, NEW YORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,814 | ExpenseAmt |
| Revenue | $95,019 | RevenueAmt |
| Desc | EDUCATION AND ENGAGEMENT PROGRAMS ARE INTEGRAL TO THE MISSION OF THE ORGANIZATION. OVER 20,000 YOUNG PEOPLE ARE SERVED EACH YEAR VIA WORKSHOPS, DISCOVERY GUIDES, ARTIST-EDUCATOR COLLABORATIONS, ATTENDANCE AT THEATRE PRODUCTIONS, THE GEVA-SUNY BROCKPORT ALLIANCE, AND A PRE-PROFESSIONAL SUMMER TRAINING CONSERVATORY. GEVA SERVES PATRONS THROUGH PROLOGUES, SUNDAY SALON TALKBACKS, AND SIGN-INTERPRETED AUDIO-DESCRIBED, AND OPEN-CAPTIONED PERFORMANCES. THE ENGAGEMENT DEPARTMENT PRODUCES COLLABORATIVE PROGRAMS AT GEVA ON-AND OFF-SITE. IT LEADS AFFILIATIONS WITH LOCAL, REGIONAL, AND NATIONAL PARTNERS IN CONNECTION WITH MULTIPLE COMMUNITIES AND IN THE PRODUCTION OF ART AND EVENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,116 | ExpenseAmt |
| Desc | NEW PLAY DEVELOPMENT AND LITERARY PROGRAMS PLAY AN IMPORTANT ROLE IN THE ORGANIZATION'S SERVICE TO THE NATIONAL FIELD AND THE LOCAL COMMUNITY. GEVA PROVIDES DEVELOPMENTAL WORKSHOPS AND PERFORMANCES FOR OUR ARTISTS IN RESIDENCE AND OTHER REGIONAL AND NATIONAL PLAYWRIGHTS, BOTH ESTABLISHED AND EMERGING, WITH AN EYE TOWARD PRODUCING THEM IN THE SUBSCRIPTIONS SEASONS. GEVA'S LITERARY DEPARTMENT PROVIDES EXTENSIVE DRAMATURGICAL SUPPORT AND OTHER RESOURCES TO ARTISTS AS THEY DEVLEOP THEIR VOICES AND BODIES OF WORK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,374,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 258 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | 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 |
| 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 | FRANK DEL VECCHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852321366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WOODBURY BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARBARA DE LEEUW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA J LAVERDI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE GARNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA GULLO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS BASSETT | ||||||
| TRUSTEE - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE F MCCUE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR DAWN LIPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ESSIE CALHOUN-MCDAVID | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANK NOVAK | ||||||
| TRUSTEE - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN A ZAMBONI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HYACINTH HOPE DRUMMOND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE C HASSELKUS | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEAN GORDON RYON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANINE ARDEN-ORNT | ||||||
| TRUSTEE - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET BUSCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY TILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP BURKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL TILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHREE PANDYA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN P METZGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOMAS HERNANDEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WEIR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WYNNDY TURNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ABHAS KUMAR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE BAYNES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA MARTINEZ DEVINNEY | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD GRAY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH L HUGHES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT NEALE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ROGERS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELAINE SPAULL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI B GREEN | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FAHEEM MASOOD | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIRIAM M MOORE | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONDA NOTO | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA J SADOWSKI | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH M TEALL | ||||||
| TRUSTEE - JOINED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH WILLIAMSON | ||||||
| ARTISTIC DIRECTOR | 55.00 | $182,466 | $0 | $2,462 | Yes (X) | |
| JAMES HASKINS | ||||||
| EXECUTIVE DIRECTOR | 55.00 | $163,879 | $0 | $1,903 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $346,345 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,365 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSION ADVANCEMENT GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ARMSTRONG ROAD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FUNDRAISING & DEVELOPMENT DEPT. LEADERSH | ServicesDesc |
| Compensation | $108,100 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $29,290 | FundraisingAmt |
| Government Grants | $101,760 | GovernmentGrantsAmt |
| All Other Contributions | $2,047,972 | AllOtherContributionsAmt |
| Noncash Contributions | $133,437 | NoncashContributionsAmt |
| Total Contributions | $2,179,022 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| THEATRE PERFORMANCES | 711110 | $4,138,128 | $4,138,128 |
| EDUCATION | 611600 | $95,019 | $95,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,233,147 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,058 | TotalRevenueColumnAmt |
| Exclusion | $119,058 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14 | TotalRevenueColumnAmt |
| Exclusion | $14 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,228,208 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,070,319 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,889 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,889 | TotalRevenueColumnAmt |
| Exclusion | $157,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $192,480 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $29,290 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,242 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,238 | TotalRevenueColumnAmt |
| Exclusion | $129,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $383,829 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $160,796 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,033 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $63,822 | $63,822 |
| PARKING REVENUE | 812930 | $5,847 | $5,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,669 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,111,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,456,180 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $475,868 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,354 | TotalAmt |
| Program Services | $274,766 | ProgramServicesAmt |
| Management And General | $91,588 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,452,203 | TotalAmt |
| Program Services | $2,969,863 | ProgramServicesAmt |
| Management And General | $310,909 | ManagementAndGeneralAmt |
| Fundraising | $171,431 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,374 | TotalAmt |
| Program Services | $287,205 | ProgramServicesAmt |
| Management And General | $50,564 | ManagementAndGeneralAmt |
| Fundraising | $16,605 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,478 | TotalAmt |
| Program Services | $283,752 | ProgramServicesAmt |
| Management And General | $10,801 | ManagementAndGeneralAmt |
| Fundraising | $3,925 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,025 | TotalAmt |
| Program Services | $251,714 | ProgramServicesAmt |
| Management And General | $29,541 | ManagementAndGeneralAmt |
| Fundraising | $12,770 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,725 | TotalAmt |
| Management And General | $24,725 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,611 | TotalAmt |
| Management And General | $75,611 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,560 | TotalAmt |
| Program Services | $171,768 | ProgramServicesAmt |
| Management And General | $18,827 | ManagementAndGeneralAmt |
| Fundraising | $9,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,489 | TotalAmt |
| Program Services | $394,863 | ProgramServicesAmt |
| Management And General | $440 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,616 | TotalAmt |
| Program Services | $299,336 | ProgramServicesAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
| Fundraising | $25,785 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,180 | TotalAmt |
| Program Services | $41,180 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,304 | TotalAmt |
| Program Services | $334,304 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,644 | TotalAmt |
| Program Services | $237,798 | ProgramServicesAmt |
| Management And General | $2,846 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,012 | TotalAmt |
| Program Services | $275,689 | ProgramServicesAmt |
| Management And General | $18,089 | ManagementAndGeneralAmt |
| Fundraising | $234 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,304 | TotalAmt |
| Program Services | $24,226 | ProgramServicesAmt |
| Management And General | $7,078 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,464 | TotalAmt |
| Program Services | $372,662 | ProgramServicesAmt |
| Management And General | $3,765 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,804 | TotalAmt |
| Program Services | $86,173 | ProgramServicesAmt |
| Management And General | $4,268 | ManagementAndGeneralAmt |
| Fundraising | $363 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ARTISTIC FEES | $491,262 | $491,262 | ||
| DUES AND FEES | $151,026 | $149,853 | $525 | $648 |
| CO-PRODUCTION COSTS | $140,422 | $140,422 | ||
| SCENERY, PROPES, COSTUM | $137,612 | $135,571 | $2,041 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,132 | TotalAmt |
| Program Services | $151,693 | ProgramServicesAmt |
| Management And General | $140,623 | ManagementAndGeneralAmt |
| Fundraising | $106,816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,515,601 | TotalAmt |
| Program Services | $7,374,100 | ProgramServicesAmt |
| Management And General | $790,695 | ManagementAndGeneralAmt |
| Fundraising | $350,806 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,002 | BOYAmt |
| EOY | $7,716 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,138 | BOYAmt |
| EOY | $78,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,435 | BOYAmt |
| EOY | $618,442 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,454 | BOYAmt |
| EOY | $51,121 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,489 | BOYAmt |
| EOY | $9,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,781 | BOYAmt |
| EOY | $196,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,410,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,230,471 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,402,779 | BOYAmt |
| EOY | $7,180,469 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,866,202 | BOYAmt |
| EOY | $2,073,408 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,693 | BOYAmt |
| EOY | $1,163,599 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $213,501 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $239,094 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,973 | BOYAmt |
| EOY | $213,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,179,946 | BOYAmt |
| EOY | $12,045,396 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,919 | BOYAmt |
| EOY | $384,770 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,703,198 | BOYAmt |
| EOY | $1,553,595 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,373,200 | BOYAmt |
| EOY | $1,244,772 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,874 | BOYAmt |
| EOY | $438,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,476,191 | BOYAmt |
| EOY | $3,621,840 | 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 | $6,941,991 | BOYAmt |
| EOY | $5,520,035 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,761,764 | BOYAmt |
| EOY | $2,903,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,703,755 | BOYAmt |
| EOY | $8,423,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,179,946 | BOYAmt |
| EOY | $12,045,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,404,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $124,332 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,611,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,166,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,099,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,125,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,179,022 | CurrentTaxYearAmt |
| Total | $15,181,745 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,019,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,355,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,089,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,309,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,456,180 | CurrentTaxYearAmt |
| Total | $17,229,516 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,484 | CurrentTaxYearMinus1YearAmt |
| Total | $70,999 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,630,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,530,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,210,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,476,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,635,202 | CurrentTaxYearAmt |
| Total | $32,482,260 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,500 | CurrentTaxYearAmt |
| Total | $782,485 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,500 | CurrentTaxYearAmt |
| Total | $782,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,699,775 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,072 | CurrentTaxYearAmt |
| Total | $731,274 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,072 | CurrentTaxYearAmt |
| Total | $731,274 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,669 | CurrentTaxYearAmt |
| Total | $220,744 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,802,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,717,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,425,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,665,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,823,943 | CurrentTaxYearAmt |
| Total | $33,434,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95010 | PublicSupportPY509Pct |
| Investment Income CY | 0.02190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,382,262 | BeginningYearBalanceAmt |
| Contributions | $4,500 | ContributionsAmt |
| Investment Earnings Or Losses | $169,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,691 | OtherExpendituresAmt |
| Administrative Expenses | $24,380 | AdministrativeExpensesAmt |
| End Year Balance | $2,474,005 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,291,057 | BeginningYearBalanceAmt |
| Contributions | $4,500 | ContributionsAmt |
| Investment Earnings Or Losses | $169,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,353 | OtherExpendituresAmt |
| Administrative Expenses | $17,256 | AdministrativeExpensesAmt |
| End Year Balance | $2,382,262 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,231,049 | BeginningYearBalanceAmt |
| Contributions | $3,500 | ContributionsAmt |
| Investment Earnings Or Losses | $129,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,773 | OtherExpendituresAmt |
| Administrative Expenses | $16,040 | AdministrativeExpensesAmt |
| End Year Balance | $2,291,057 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,525,934 | BeginningYearBalanceAmt |
| Contributions | $4,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$215,925 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,269 | OtherExpendituresAmt |
| Administrative Expenses | $20,191 | AdministrativeExpensesAmt |
| End Year Balance | $2,231,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,144,860 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $455,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,613 | OtherExpendituresAmt |
| Administrative Expenses | $23,520 | AdministrativeExpensesAmt |
| End Year Balance | $2,525,934 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19834 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55869 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24297 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,001,518 | OtherCostOrOtherBasisAmt |
| Book Value | $1,001,518 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,788,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $886,397 | DepreciationAmt |
| Book Value | $5,902,343 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,712 | DepreciationAmt |
| Book Value | $1,591 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,484,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,293,526 | DepreciationAmt |
| Book Value | $190,691 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,836 | DepreciationAmt |
| Book Value | $84,326 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,180,469 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROCHESTER AREA COMMUNITY FUND ENDOWMENT | Desc |
| Book Value | $1,163,599 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,163,599 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $225,202 |
| DEFERRED COMPENSATION | $213,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $438,703 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,381,265 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $124,332 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $221,474 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $345,806 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,035,459 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,611 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $75,611 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,111,070 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,661,464 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $221,474 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $221,474 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,439,990 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,611 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $75,611 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,515,601 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HAS ADOPTED INVESTMENT POLICIES FOR PRESERVATION OF ENDOWMENT ASSETS THAT ATTEMPT TO GENERATE INVESTMENT RETURNS WHICH PROVIDE BOTH CURRENT AND FUTURE FINANCIAL SUPPORT TO THE ORGANIZATION. THIS SUPPORT IS BOARD OR DONOR DESIGNATED FOR OPERATIONS, ARTISTIC ENHANCEMENT AND EDUCATION PROGRAMS. THE GOAL IS ALSO TO ACHIEVE THE MAXIMUM NET TOTAL RETURN OVER THE LONG TERM THAT IS COMMENSURATE WITH A REASONABLE DEGREE OF RISK AND TO EARN A RATE OF RETURN OVER A 3 TO 5-YEAR PERIOD OF AT LEAST 5 PERCENTAGE POINTS ANNUALLY IN EXCESS OF THE INFLATION RATE. THESE POLICIES ARE APPLIED TO DONOR-RESTRICTED AMOUNTS AS WELL AS TO AMOUNTS DESIGNATED BY THE BOARD AS QUASI-ENDOWMENTS. |
| PART X, LINE 2: | THE THEATRE IS ORGANIZED AS A NON-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE THEATRE FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE THEATRE'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE THEATRE BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ENCORE | Event1Nm |
| Gross Receipts Event1 | $221,770 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,290 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $192,480 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,692 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,344 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,132 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,074 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $221,770 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $29,290 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $192,480 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,692 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,344 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,132 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,074 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,242 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $129,238 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH WILLIAMSON | ||||||||||||||
| ARTISTIC DIRECTOR | $182,466 | $0 | $0 | $0 | $0 | $0 | $1,782 | $0 | $680 | $0 | $184,928 | $0 | $0 | $0 |
| JAMES HASKINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $163,879 | $0 | $0 | $0 | $0 | $0 | $1,733 | $0 | $170 | $0 | $165,782 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SEE SCHEDULE O FOR THE PROCESS USED IN DETERMINING THE EXECUTIVE DIRECTOR'S AND ARTISTIC DIRECTOR'S SALARIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRINCIPAL AND INTEREST FORGIVEN LOAN PAYMENTS | 1 | $100,909 | FAIR MARKET VALUE |
| Yes (X) | MEALS FOR FUNDRAISING ACTIVITIES | 1 | $32,528 | FAIR MARKET VALUE |
| 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARY AND SAMUEL TILTON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S ANNUAL FILING OF IRS FORM 990, "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" REQUIRES ITS BOARD OF TRUSTEES TO BE AWARE OF AND REVIEW THE CONTENT OF THIS FORM PRIOR TO FILING. PRESENTLY, THE FORM IS PREPARED ON OUR BEHALF BY OUR AUDITORS. UPON COMPLETION, IT IS REVIEWED BY GEVA THEATRE'S CONTROLLER, EXECUTIVE DIRECTOR, AND TREASURER. PRIOR TO FILING WITH THE IRS, THE FULL BOARD OF TRUSTEES IS INFORMED THAT THE FORM 990 IS MADE AVAILABLE FOR THEIR REVIEW WITH THE EXCPETION OF SCHEDULE B WHICH IS KEPT CONFIDENTIAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | BEFORE ENTERING INTO AGREEMENTS, THE BOARD VERIFIES THAT CONFLICT OF INTEREST STATEMENTS HAVE BEEN SIGNED FOR ANY BOARD MEMBER WHOSE COMPANY THE ORGANIZATION IS DOING BUSINESS WITH, AND THE FINANCE DEPARTMENT VERIFIES THAT SIGNED CONFLICT OF INTEREST STATEMENTS ARE ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION AND BENEFITS PACKAGES FOR THE CO-CEOS (ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR) ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD ON AN ANNUAL BASIS. SALARIES ARE BENCHMARKED AGAINST LOCAL NON-PROFIT SALARY SURVEYS AND A NATIONAL FIELD-WIDE SURVEY. SALARY DATA IS REVIEWED AND DISCUSSED BY THE EXECUTIVE COMMITTEE TO DETERMINE BY MAJORITY VOTE ANY CHANGES TO EXECUTIVE COMPENSATION, AS PER THE BY-LAWS, TYPICALLY IMPLEMENTED AT THE OUTSET OF THE ORGANIZATION'S FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| PART XII, LINE 2C EXPLANATION | THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. |
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