2024-12-13T11:01:42-06:00 2024-07-31 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2023-08-01 237202906 Geva Theatre Center Inc GEVA 5852321366 75 Woodbury Blvd Rochester NY 14607 James Haskins Executive Director 5852321366 2024-12-13 1 1 Brenda Smith CPA P00617844 5852322956 2024-12-09 2023 2024-10-15 13:58:12Z Geva Theatre Center James Haskins 75 Woodbury Blvd Rochester NY 14607 6860834 0 X www.gevatheatre.org X 1972 NY To create and produce singular theatre productions and programs. 32 32 238 358 0 0 2099204 2125574 3841320 3958017 314361 334372 175259 191826 6430144 6609789 0 0 0 0 4295040 4306224 0 168219 545641 4437319 3635151 8732359 8109594 -2302215 -1499805 15833221 14179946 4715806 4476191 11117415 9703755 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. 0 0 6333279 4102926 Geva Theatre's primary focus is the production and presentation of professional theatre productions in its 517-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. 222276 92306 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. 82701 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 subscription seasons. Geva's literary department provides extensive dramaturgical support and other resources to artists as they develop their voices and bodies of work. 6638256 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 115 0 1 238 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X Frank Del Vecchio 5852321366 75 Woodbury Blvd Rochester NY 14607 Barbara de Leeuw Trustee 1.00 X 0 0 0 Barbara LaVerdi Trustee 1.00 X 0 0 0 Bonnie Garner Trustee 1.00 X 0 0 0 Christina Gullo Chair 5.00 X X 0 0 0 Dennis Bassett Trustee 1.00 X 0 0 0 Diane McCue Trustee 1.00 X 0 0 0 Dr Dawn Lipson Trustee 1.00 X 0 0 0 Essie Calhoun-McDavid Trustee 1.00 X 0 0 0 Frank Novak Trustee 1.00 X 0 0 0 Helen Zamboni Secretary 1.00 X X 0 0 0 Hope Drummond Trustee 1.00 X 0 0 0 Jane Hasselkus Trustee 1.00 X 0 0 0 Jean Gordon Ryon Trustee 1.00 X 0 0 0 Jeanine Arden-Ornt Trustee 1.00 X 0 0 0 John Williams Trustee 1.00 X 0 0 0 Margaret Busch Trustee 1.00 X 0 0 0 Mary Tilton Trustee 1.00 X 0 0 0 Philip Burke Vice President At-Large 1.00 X X 0 0 0 Samuel Tilton Trustee 1.00 X 0 0 0 Shree Pandya Vice President At-Large 1.00 X X 0 0 0 Steve Metzger Trustee 1.00 X 0 0 0 Tomas Hernandez Trustee 1.00 X 0 0 0 William Weir Treasurer (thru 6/2024), Trustee (beg. 7/2024) 5.00 X X 0 0 0 Wynndy Turner Trustee 1.00 X 0 0 0 Abhas Kumar Trustee 1.00 X 0 0 0 Katie Baynes Trustee 1.00 X 0 0 0 Lisa Martinez DeVinney Trustee 1.00 X 0 0 0 Richard Gray Trustee 1.00 X 0 0 0 Deborah Hughes Trustee 1.00 X 0 0 0 Robert Neale Trustee 1.00 X 0 0 0 Thomas Rogers Treasurer (beg. 6/2024) 1.00 X X 0 0 0 Elaine Spaull Trustee 1.00 X 0 0 0 Gloria Culver Trustee (through 11/2023) 1.00 X 0 0 0 Christopher Mannelli Executive Director (through 10/2023) 55.00 X 155333 0 1411 Elizabeth Williamson Artistic Director 55.00 X 176812 0 2753 James Haskins Executive Director (beg. 1/2024) 55.00 X 0 0 0 Alana Sansone Director of Finance 55.00 X 122098 0 1177 454243 0 5341 3 0 1 0 Empreinte Consulting LLC 1 Grove Street Suite 217 Pittsford NY 14534 Professional Fundraising 167631 1 162617 177176 1785781 28383 2125574 Theatre Performances 711110 3813408 3813408 Education 611600 92306 92306 Co-Production 711110 52303 52303 3958017 138903 138903 600 555 45 45 45 195469 0 195469 195469 195469 41484 162617 86918 -45434 -45434 351225 163572 187653 187653 Other Income 900099 49562 49562 49562 6609789 4195232 0 288983 338860 218745 88136 31979 3128043 2628820 371694 127529 119617 115133 3348 1136 452564 390357 47326 14881 267140 219977 34579 12584 168219 168219 550760 234418 193033 123309 410448 407105 3343 292568 167342 105669 19557 307958 307958 252948 250460 2488 219527 204551 14590 386 25904 4234 21670 340637 337194 3409 34 59414 51919 7292 203 Artistic Fees 423967 423967 Scenery, Props, Costume 187681 187681 Co-Production Costs 148913 148913 Bad Debt Expense 23466 23466 390960 339482 8997 42481 8109594 6638256 925697 545641 628973 292002 199362 72138 477995 548435 89948 11454 10710 8489 211496 245781 9316559 1913780 7661206 7402779 5778943 4866202 20693 20693 753895 711973 15833221 14179946 589801 637919 1869616 1703198 1468788 1373200 787601 761874 4715806 4476191 X 8475493 6941991 2641922 2761764 11117415 9703755 15833221 14179946 -1499805 86145 0 X 0 1 X 1 0 X 2818773 3611149 5166796 2099204 2125574 15821496 3815049 1019068 3355089 4089937 4309242 16588385 8415 21100 41484 70999 6633822 4630217 8530300 6210241 6476300 32480880 91421 171312 174940 147468 131265 716406 0 91421 171312 174940 147468 131265 716406 31764474 161707 165347 168360 138992 139503 773909 161707 165347 168360 138992 139503 773909 26844 7023 18400 76090 49562 177919 6822373 4802587 8717060 6425323 6665365 33432708 0.95010 0.95280 0.02310 0.02300 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income Generated by the Organization RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2093 0 0 2093 0 Part I-A, Line 1: The Executive Director took a trip to Washington, D.C. in order to meet with New York legislators as a representative of the Professional Nonprofit Theatre Coalition to lobby for additional federal funding for nonprofit theatres, specifically the STAGE Act. 2291057 4500 169314 65353 17256 2382262 2231049 3500 129321 56773 16040 2291057 2525934 4500 -215925 63269 20191 2231049 2144860 7000 455207 57613 23520 2525934 2214784 7693 -18268 39529 19820 2144860 0.20780 0.58340 0.20880 1 0 1001518 1001518 6788740 660106 6128634 5303 2651 2652 1438342 1214823 223519 82656 36200 46456 7402779 Right of Use Asset - Operating Lease 711973 711973 Operating Lease Liability 761874 761874 6869585 86145 156409 242554 6627031 -17242 -17242 6609789 8283245 156409 17242 173651 8109594 0 8109594 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 XI, Line 4b - Other Adjustments: Direct Fundraising Expenses Rental Expenses Part XII, Line 2d - Other Adjustments: Direct Fundraising Expenses Rental Expenses X X X X X 1 Empriente Consulting LLC 1 Grove Street Pittsford NY 14534 Development and Grant Writing Services 0 915985 168219 747766 915985 168219 747766 NY Summer Curtain Call 204101 162617 41484 18290 33488 4150 30990 204101 162617 41484 18290 33488 4150 30990 86918 -45434 X X X X 0 0 0 0 0 0 0 0 0 Elizabeth Williamson Artistic Director 176812 0 0 0 0 0 1733 0 1020 0 179565 0 0 0 Christopher Mannelli Executive Director (through 10/2023) 155333 0 0 0 0 0 391 0 1020 0 156744 0 0 0 Part I, Line 3 See Schedule O for the process used in determining the Executive Director's and Artistic Director's salaries. X 5 10025 Fair Market Value X 7 18258 Fair Market Value X Balloons 1 100 Fair Market Value 0 1 0 Form 990, Part VI, Section A, line 2 Mary and Samuel Tilton have a family relationship. Form 990, Part VI, Section A, line 4 During the current fiscal year, the organization made a significant change to their bylaws by updating the definition of a quorum. A quorum is now a majority of the elected Trustees, when it was previously one-third of the elected Trustees. 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 exception 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 The Compensation Committee met to review the Artistic Director's current salary and benefits packages, information provided independently by Geva's Director of Finance and Operations. The Compensation Committee met again to review comparables and determine what adjustments, if any, might be considered. The Compensation Committee then met with the Artistic Director to discuss the terms of the Artistic Director's contract. The parties agreed that the current salary plans were fair and equitable. The review is completed by the Compensation Committee as requested by the Executive Committee and in accordance with Geva's bylaws. The changes are voted on by the Executive Committee in Executive Session and a sealed envelope with the details is kept in the official Board file. The Executive Director's departure was announced prior to the end of the fiscal year and therefore, not subject to Compensation Committee review. A new Executive Director was hired in January 2024. The offered compensation was based on benchmarking conducted by the search firm hired to identify a new Executive Director as well as parity with the Artistic Director salary. Form 990, Part VI, Section C, line 19 The Organization's governing documents are available upon request.