PAUL TAYLOR DANCE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAUL TAYLOR DANCE FOUNDATION INC (EIN 13-2665475)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-07
- IRS object ID
- 202401289349300430
- Schema version
- 2022v5.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T08:17:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132665475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL TAYLOR DANCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 2124315562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 GRAND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TOMLINSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2124315562 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | TOMLINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL TAYLOR DANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN TOMLINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 GRAND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,791,773 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAULTAYLORDANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ONE OF THE MOST FAMOUS AND DYNAMIC MODERN DANCE ENSEMBLES OF OUR TIME, THE PAUL TAYLOR DANCE COMPANY HAS BEEN INNOVATING AND TRANSFORMING THE ART FORM OF MODERN DANCE SINCE 1954. WITH A HISTORY OF MULTIDISCIPLINARY COLLABORATIONS, PASSIONATE EXPRESSION, AND THRILLING ATHLETICISM, THE COMPANY CONTINUES BOLDLY INTO THE FUTURE UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR MICHAEL NOVAK FOLLOWING THE DEATH OF PAUL TAYLOR IN 2018.THE PAUL TAYLOR DANCE FOUNDATION STRIVES TO ACHIEVE AND MAINTAIN THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE WHILE CELEBRATING THE MODERN DANCE IDIOM. THROUGH OUR ARTISTIC AND EDUCATIONAL PROGRAMMING, THE FOUNDATION WORKS TO CELEBRATE THE RICH HISTORY OF THE MODERN DANCE FIELD, WHILE NURTURING AND ELEVATING A DIVERSE AND INCLUSIVE COMMUNITY OF DANCERS, CHOREOGRAPHERS, COLLABORATORS, EDUCATORS, AND AUDIENCE MEMBERS.VOLUNTEER INFORMATION:18 BOARD MEMBERS16 BOARD OF ADVISORS6 OFFICE INTERNS/VOLUNTEERS41 VOLUNTEERS FOR THE LINCOLN CENTER SEASON81 TOTAL | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 81 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,328,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,165,540 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $820,515 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,735,492 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$52,325 | PYInvestmentIncomeAmt |
| CY Investment Income | -$176,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,526 | PYOtherRevenueAmt |
| CY Other Revenue | $59,103 | CYOtherRevenueAmt |
| PY Total Revenue | $8,150,910 | PYTotalRevenueAmt |
| CY Total Revenue | $5,783,640 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,410 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,220 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,469,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,607,504 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $829,535 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,880,889 | PYOtherExpensesAmt |
| CY Other Expenses | $4,993,080 | CYOtherExpensesAmt |
| PY Total Expenses | $6,390,117 | PYTotalExpensesAmt |
| CY Total Expenses | $9,645,804 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,760,793 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,862,164 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,013,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,148,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $322,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $615,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,690,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,533,357 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ONE OF THE MOST FAMOUS AND DYNAMIC MODERN DANCE ENSEMBLES OF OUR TIME, THE PAUL TAYLOR DANCE COMPANY HAS BEEN INNOVATING AND TRANSFORMING THE ART FORM OF MODERN DANCE SINCE 1954. WITH A HISTORY OF MULTIDISCIPLINARY COLLABORATIONS, PASSIONATE EXPRESSION, AND THRILLING ATHLETICISM, THE COMPANY CONTINUES BOLDLY INTO THE FUTURE UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR MICHAEL NOVAK FOLLOWING THE DEATH OF PAUL TAYLOR IN 2018. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,548,509 | ExpenseAmt |
| Revenue | $624,966 | RevenueAmt |
| Desc | PRESENTATION OF THE PAUL TAYLOR DANCE COMPANY IN NEW YORKTHE COMPANY PRESENTED TWO WEEKS OF PERFORMANCES AT THE DAVID H. KOCH THEATER AT LINCOLN CENTER, RETURNING TO THAT VENUE FOR THE FIRST TIME SINCE 2019. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,770,954 | ExpenseAmt |
| Revenue | $699,563 | RevenueAmt |
| Desc | THE PAUL TAYLOR DANCE COMPANY NATIONAL TOURING NATIONAL TOURING CONTINUED WITH PERFORMANCES IN PORTSMOUTH, NH; LEWISBURG, PA; PURCHASE, NY; LAKE PLACID, NY; WILMINGTON, NC; COLUMBIA, SC; ASPEN, CO; PORTLAND, OR; SANTA FE, NM; WALNUT CREEK, CA; BOSTON, AND LOS ANGELES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,261,919 | ExpenseAmt |
| Revenue | $91,242 | RevenueAmt |
| Desc | NEW CHOREOGRAPHY AND PRESERVATION OF TAYLOR DANCESCREATION OF NEW WORKS BY MULTIPLE CHOREOGRAPHERS AND PRESERVATION OF PAUL TAYLOR WORKS, AND LICENSING OF PAUL TAYLOR WORKS TO OTHER DANCE COMPANIES. THE 2022 SEASON FEATURED NEW WORKS BY RESIDENT CHOREOGRAPHER LAUREN LOVETTE AS WELL AS BY GUEST CHOREOGRAPHERS LARRY KEIGWIN AND AMY HALL GARNER. LICENSING OF PAUL TAYLOR CHOREOGRAPHY INCLUDED WIENER STAATSBALLET (AUSTRIA), ALVIN AILEY AMERICAN DANCE THEATER, ORLANDO BALLET, NANTUCKET DANCE FESTIVAL, AND OTHER COMPANIES AND DANCE SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,042,013 | ExpenseAmt |
| Grant | $45,220 | GrantAmt |
| Revenue | $319,721 | RevenueAmt |
| Desc | AS THE EDUCATIONAL WING OF THE PAUL TAYLOR DANCE FOUNDATION, THE TAYLOR SCHOOL IS COMMITTED TO PROVIDING HIGH-QUALITY DANCE EDUCATION TO STUDENTS OF ALL AGES, FROM INTRODUCTORY CLASSES TO RIGOROUS PROFESSIONAL CLASSES, FROM TINY TOTS TO ELDERS. THROUGH A WIDE RANGE OF CLASSES, FORMATS, AND ACTIVITIES, THE SCHOOL SEEKS TO NURTURE, SUSTAIN, AND ADVANCE THE FIELD OF DANCE BY SHARING PAUL TAYLOR'S RICH REPERTORY, FOSTERING THE TALENTS OF BUDDING CHOREOGRAPHERS, AND EXPOSING STUDENTS TO A WIDE RANGE OF DANCE STYLES AND TECHNIQUES. AS AN AMERICAN ART FORM, MODERN DANCE HAS EMERGED FROM ITS INHERENT MULTICULTURALISM. THE TAYLOR SCHOOL EMBRACES THE RICH HISTORY OF THE FIELD WHILE PROVIDING INNOVATIVE DANCE EDUCATION INITIATIVES AND SEEKS TO PRODUCE THE NEXT GENERATION OF DANCERS, DANCE MAKERS, DANCE AUDIENCES, AND DANCE ADVOCATES.OUR OUTREACH ACTIVITIES PROVIDE THE HIGHEST QUALITY TRAINING AND MATERIALS FOR K-12 STUDENTS AND TEACHERS IN THE NEW YORK CITY AREA. THROUGH THE ARNHOLD TIER 3 INITIATIVE, WE PROVIDE ACCESS TO FREE LIVE DANCE PERFORMANCES FOR PUBLIC SCHOOL STUDENTS AS WELL AS PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND CURRICULUM GUIDES FOR THEIR TEACHERS.ADDITIONALLY, THE POLARIS PROJECT OFFERS TICKETS, PRE-PERFORMANCE WORKSHOPS, Q&AS, AND OTHER RESOURCES TO A WIDE RANGE OF COMMUNITY ORGANIZATIONS, SCHOOLS, AND THEIR FAMILIES. THE POLARIS PROJECT OFFERS UNIQUE ARTS EDUCATION OPPORTUNITIES FOR EVERYONE THROUGH THE LENS OF PAUL TAYLOR'S WORKS. THROUGH THE POLARIS PROJECT, PARTICIPANTS CAN SERVE THEIR CONSTITUENTS BY OFFERING THEM AFFORDABLE ACCESS TO LIVE PERFORMANCES AND OTHER ACTIVITIES. THESE VITAL ENRICHMENT EXPERIENCES HELP FOSTER A SENSE OF COMMUNITY AND INCLUSION WHILE PROVIDING A VEHICLE FOR CREATIVE ENGAGEMENT AND SELF-EXPRESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,042,013 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $45,220 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $319,721 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,623,395 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 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 | Yes (1) | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 105 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | JULIA LU DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6462145813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 GRAND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL NOVAK | |||||||
| ARTISTIC DIRECTOR | 60.00 | Yes (X) | Yes (X) | $192,987 | $0 | $11,030 | |
| JOHN TOMLINSON | |||||||
| EXECUTIVE DIRECTOR | 60.00 | Yes (X) | Yes (X) | $221,557 | $0 | $13,675 | |
| NANCY COLES | |||||||
| CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD FELDMAN | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS PETERSON | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KROLL REIDY | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SMITH | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELISE JAFFE | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT ABERLIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMAD BIBAWI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEIRDRE DUNN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PHILIP FALK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONNA MACKIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MACLEAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE RIEBER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX SHULMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SHUTZER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CF STONE III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH SCHINDLER | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $131,745 | $0 | $12,153 | ||
| LAUREN LOVETTE | |||||||
| RESIDENT CHOREOGRAPHER | 30.00 | $113,819 | $0 | $5,683 | Yes (X) | ||
| NOAH ABERLIN | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $102,439 | $0 | $10,082 | Yes (X) | ||
| JENNA JACOBS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $102,424 | $0 | $10,074 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $864,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,697 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ST LUKE'S CHAMBER ENSEMBLE | |||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 10018 | MUSIC FOR PERFOMANCES | $686,577 |
| RESTAURANT ASSOCIATES | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | CATERING SERVICES | $135,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $916,165 | FundraisingAmt |
| Government Grants | $367,147 | GovernmentGrantsAmt |
| All Other Contributions | $2,882,228 | AllOtherContributionsAmt |
| Noncash Contributions | $142,898 | NoncashContributionsAmt |
| Total Contributions | $4,165,540 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE FEES | 711120 | $699,563 | $699,563 |
| BOX OFFICE INCOME | 711120 | $624,966 | $624,966 |
| TUITION & REGISTRATION | 711120 | $319,721 | $319,721 |
| LICENSING FEES | 711120 | $91,242 | $91,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,735,492 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,041 | TotalRevenueColumnAmt |
| Exclusion | $99,041 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,339 | 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 | $48,339 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,339 | TotalRevenueColumnAmt |
| Exclusion | $48,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,391,647 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,667,183 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$275,536 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$275,536 | TotalRevenueColumnAmt |
| Exclusion | -$275,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $340,950 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $916,165 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $340,950 | 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 | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,764 | TotalRevenueColumnAmt |
| Exclusion | $10,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,764 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,783,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,735,492 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$117,392 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,220 | TotalAmt |
| Program Services | $45,220 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,100 | TotalAmt |
| Program Services | $298,318 | ProgramServicesAmt |
| Management And General | $220,172 | ManagementAndGeneralAmt |
| Fundraising | $79,610 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,057,259 | TotalAmt |
| Program Services | $2,356,235 | ProgramServicesAmt |
| Management And General | $343,503 | ManagementAndGeneralAmt |
| Fundraising | $357,521 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,924 | TotalAmt |
| Program Services | $13,176 | ProgramServicesAmt |
| Management And General | $1,715 | ManagementAndGeneralAmt |
| Fundraising | $2,033 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,840 | TotalAmt |
| Program Services | $497,989 | ProgramServicesAmt |
| Management And General | $94,306 | ManagementAndGeneralAmt |
| Fundraising | $80,545 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,381 | TotalAmt |
| Program Services | $191,162 | ProgramServicesAmt |
| Management And General | $39,836 | ManagementAndGeneralAmt |
| Fundraising | $31,383 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,209 | TotalAmt |
| Management And General | $42,209 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,539 | TotalAmt |
| Management And General | $44,539 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,854 | TotalAmt |
| Management And General | $30,854 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,002 | TotalAmt |
| Program Services | $256,082 | ProgramServicesAmt |
| Management And General | $186,280 | ManagementAndGeneralAmt |
| Fundraising | $14,640 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,848 | TotalAmt |
| Program Services | $269,536 | ProgramServicesAmt |
| Management And General | $289 | ManagementAndGeneralAmt |
| Fundraising | $10,023 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,891 | TotalAmt |
| Program Services | $105,016 | ProgramServicesAmt |
| Management And General | $34,005 | ManagementAndGeneralAmt |
| Fundraising | $82,870 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,317 | TotalAmt |
| Program Services | $695,668 | ProgramServicesAmt |
| Management And General | $115,733 | ManagementAndGeneralAmt |
| Fundraising | $61,916 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,995 | TotalAmt |
| Program Services | $671,350 | ProgramServicesAmt |
| Management And General | $4,355 | ManagementAndGeneralAmt |
| Fundraising | $18,290 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,622 | TotalAmt |
| Program Services | $229,965 | ProgramServicesAmt |
| Management And General | $61,326 | ManagementAndGeneralAmt |
| Fundraising | $15,331 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,862 | TotalAmt |
| Program Services | $37,357 | ProgramServicesAmt |
| Management And General | $24,946 | ManagementAndGeneralAmt |
| Fundraising | $1,559 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WRITE-OFF OF PLEDGES | $921,800 | $921,800 | ||
| PRODUCTION EXPENSES | $662,589 | $5,096 | $638,511 | $18,982 |
| ENTERTAINMENT AND RECEP | $248,855 | $20,379 | $175,569 | $52,907 |
| ARTIST FEES | $144,041 | $142,191 | $1,850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $1,531 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,645,804 | TotalAmt |
| Program Services | $6,623,395 | ProgramServicesAmt |
| Management And General | $2,192,874 | ManagementAndGeneralAmt |
| Fundraising | $829,535 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,856 | BOYAmt |
| EOY | $304,725 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,566 | BOYAmt |
| EOY | $52,374 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,490 | BOYAmt |
| EOY | $981,248 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,593 | BOYAmt |
| EOY | $61,001 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,195 | BOYAmt |
| EOY | $114,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,446,087 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,109,417 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,310 | BOYAmt |
| EOY | $1,336,670 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,582,524 | BOYAmt |
| EOY | $6,976,507 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,950 | BOYAmt |
| EOY | $322,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,013,484 | BOYAmt |
| EOY | $10,148,791 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,761 | BOYAmt |
| EOY | $99,160 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,700 | BOYAmt |
| EOY | $115,798 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,493 | BOYAmt |
| EOY | $400,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,954 | BOYAmt |
| EOY | $615,434 | 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 | $9,288,860 | BOYAmt |
| EOY | $7,645,286 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,401,670 | BOYAmt |
| EOY | $1,888,071 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,690,530 | BOYAmt |
| EOY | $9,533,357 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,013,484 | BOYAmt |
| EOY | $10,148,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,862,164 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $704,991 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,085,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,640,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,722,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,328,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,165,210 | CurrentTaxYearAmt |
| Total | $30,941,233 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,085,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,640,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,722,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,328,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,165,210 | CurrentTaxYearAmt |
| Total | $30,941,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,273,941 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,667,292 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,380 | CurrentTaxYearAmt |
| Total | $571,991 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,764 | CurrentTaxYearAmt |
| Total | $113,605 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,626,829 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,633,643 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56840 | 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 D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $925,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,651 | DepreciationAmt |
| Book Value | $877,349 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,676,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,476,349 | DepreciationAmt |
| Book Value | $200,086 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $179,101 | DepreciationAmt |
| Book Value | $89,040 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $406,316 | DepreciationAmt |
| Book Value | $170,195 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,336,670 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $5,000 |
| OPERATING LEASE LIABILITY | $395,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $400,476 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,457,777 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $704,991 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $704,991 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,752,786 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,854 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,854 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,783,640 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,614,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,614,950 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,854 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,854 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,645,804 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,257,115 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $916,165 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $340,950 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $191,553 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $73,344 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $76,053 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,257,115 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $916,165 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $340,950 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $191,553 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $73,344 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $76,053 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $340,950 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FULL SCHOLARSHIP PROFESSIONAL DIVISION | 5 | $16,760 | $0 | TUITION VALUE | PROGRAM SCHOLARSHIPS |
| HALF SCHOLARSHIP PROFESSIONAL DIVISION | 12 | $22,760 | $0 | TUITION VALUE | PROGRAM SCHOLARSHIPS |
| FULL SCHOLARSHIP SUMMER AND WINTER INTENSIVES | 5 | $5,700 | $0 | TUITION VALUE | PROGRAM SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PAUL TAYLOR DANCE FOUNDATION PROVIDES MERIT-BASED AND NEED-BASED TUITION ASSISTANCE TO DANCE STUDENTS. BOTH HALF AND FULL MERIT-BASED SCHOLARSHIPS ARE AWARDED TO 10-15 PROFESSIONAL DANCERS SELECTED BY AUDITION TO ATTEND CLASSES. ONE STUDENT IS SELECTED PER CLASS FROM THE TAYLOR-IN-THE-SCHOOLS RESIDENCIES TO RECEIVE ONE FREE SEMESTER OF CLASSES. THE STUDENTS ARE SELECTED BY THE CLASS' TEACHING ARTISTS AND THE CLASSROOM TEACHER. BOTH MERIT-BASED AND NEED-BASED CRITERIA ARE CONSIDERED. ONE TO TWO STUDENTS ARE AWARDED BOTH HALF AND FULL SCHOLARSHIPS TO ATTEND TAYLOR TEEN ENSEMBLE. BOTH MERIT-BASED AND NEED-BASED CRITERIA ARE CONSIDERED. THE PAUL TAYLOR DANCE FOUNDATION CONSIDERS EQUITY AND DIVERSITY IN MAKING SCHOLARSHIP DECISIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL NOVAK | ||||||||||||||
| ARTISTIC DIRECTOR | $192,987 | $0 | $0 | $0 | $0 | $0 | $1,000 | $0 | $10,030 | $0 | $204,017 | $0 | $0 | $0 |
| JOHN TOMLINSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $221,557 | $0 | $0 | $0 | $0 | $0 | $1,000 | $0 | $12,675 | $0 | $235,232 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, LINE 1A, | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO ENSURE REGULAR AVAILABILITY OF A PROFESSIONAL AND SUITABLE LOCATION FOR BUSINESS MEETINGS TO OCCUR, THE ORGANIZATION PROVIDES THE EXECUTIVE DIRECTOR A MEMBERSHIP TO A PRIVATE SOCIAL CLUB. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NOAH ABERLIN | |||
| RELATED TO ROBERT ABERLIN, BOARD MEMBER, AND MANAGED BY THE EXEC. DIRECTOR | $106,850 | WORKS AT PAUL TAYLOR DANCE FOUNDATION | 0 |
| RICHARD CHEN SEE | |||
| RELATED TO JOHN TOMLINSON, OFFICER, AND MANAGED BY THE DIR. OF EDUCATION | $59,211 | WORKS AT PAUL TAYLOR DANCE FOUNDATION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $142,898 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: PAUL TAYLOR AMERICAN MODERN DANCE DBA: THE TAYLOR SCHOOL DBA: THE PAUL TAYLOR ARCHIVE |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP BETWEEN ROBERT ABERLIN, TRUSTEE, AND NOAH ABERLIN, STAFF MEMBER. RICHARD CHEN SEE, EMPLOYEE, IS SPOUSE OF JOHN TOMLINSON, THE EXECUTIVE DIRECTOR. BOTH ARE MANAGED BY A SUPERVISOR WHO DOES NOT HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING WERE THE REVISIONS TO THE BY-LAWS: - ADDITION OF A SPECIAL CLASS OF DIRECTORS FOR INDIVIDUALS UNDER THE AGE OF 40 WHO HAVE THE SAME RIGHTS, PRIVILEGES AND RESPONSIBILITIES OF THE OTHER DIRECTORS. HOWEVER, THE FINANCIAL CONTRIBUTIONS OF THIS CLASS IS CALCULATED ACCORDING TO THEIR AGE. - SPECIAL COMMITTEES MAY NOW INCLUDE INDIVIDUALS WHO ARE NOT BOARD MEMBERS. - MEMBERS OF THE BOARD OF ADVISORS ARE NO LONGER REQUIRED TO SERVE THREE-YEAR TERMS |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR REVIEW THE 990 AND THEN THE FORM IS DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PAUL TAYLOR DANCE FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO EVERY TRUSTEE AT THE ANNUAL MEETING. ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AS DESCRIBED IN THE QUESTIONNAIRE IN WRITING TO THE CHAIR OF THE BOARD AND THE QUESTIONNAIRE IS EVALUATED BY THE BOARD GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ARE THE TWO TOP MANAGEMENT OFFICIALS. COMPENSATION FOR THESE POSITIONS IS MANAGED BY A COMPENSATION COMMITTEE COMPRISING FOUR SENIOR BOARD MEMBERS INCLUDING THE IMMEDIATE PAST CO-CHAIR, TREASURER, AND COUNSEL. THE COMMITTEE GATHERS AND REVIEWS COMPARABLE DATA FOR OTHER SIMILARLY SIZED ORGANIZATIONS, CONSIDERS LENGTH OF TENURE, ACCOMPLISHMENTS, AND THEN ESTABLISHES THE SALARY. THE EXECUTIVE DIRECTOR IS ENGAGED THROUGH A CONTRACT THAT RENEWS ANNUALLY. THE ARTISTIC DIRECTOR IS ENGAGED ON A THREE-YEAR CONTRACT THAT COMMENCED IN 2021. SALARIES FOR ALL OTHER KEY EMPLOYEES IS MANAGED BY THE EXECUTIVE DIRECTOR, FOLLOWING A SIMILAR PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNMENT DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
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