2023-04-07T18:06:32-05:00 2022-08-31 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2021-09-01 954492653 GEFFEN PLAYHOUSE INC GEFF 3102086500 10886 LE CONTE AVENUE LOS ANGELES CA 90024 BEHNAZ ATAEE CFO 3102086500 2023-04-07 1 BEHNAZ ATAEE 999009999 JANE COLEMAN P01391236 8185771900 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BEHNAZ ATAEE 10886 LE CONTE AVENUE LOS ANGELES CA 90024 28354844 0 X WWW.GEFFENPLAYHOUSE.ORG X 1994 CA SEE SCHEDULE O. 29 27 182 29 0 0 6490251 16408504 2230340 5822526 771964 -971799 -302310 -196118 9190245 21063113 0 0 0 0 3634492 8142656 95430 67162 793531 4535053 7686462 8264975 15896280 925270 5166833 30426553 33029635 7713697 5065401 22712856 27964234 X GEFFEN PLAYHOUSE, INC. IS AN ORGANIZATION DEVOTED TO PROVIDING QUALITY THEATER THROUGH A SERIES OF PRODUCTIONS, WORKSHOPS, SEMINAR, PLAY READINGS & LECTURES TO THE SURROUNDING COMMUNITIES IN THE CITY OF LOS ANGELES & THE STUDENTS OF UCLA SCHOOL OF THEATER, FILM & TELEVISION. 0 0 13250277 5649196 PRODUCTION AND THEATER MISSION AND HISTORY STATEMENT - THE GEFFEN PLAYHOUSE SEEKS TO BE AN EXTRAORDINARY THEATER FOR ITS COMMUNITY AND THE NATION BY CONSISTENTLY DELIVERING PRODUCTIONS OF THE HIGHEST CALIBER. THE MISSION OF THE GEFFEN PLAYHOUSE IS TO ENRICH THE CULTURAL LIFE OF GREAT LOS ANGELES AND THE UCLA COMMUNITY THROUGH PLAYS AND EDUCATIONAL PROGRAMS THAT INFORM, ENTERTAIN AND INSPIRE OTHERS TO HELP MEET ITS MISSION. THE GEFFEN FOSTERS AN ACTIVE RELATIONSHIP WITH THE LOS ANGELES ENTERTAINMENT AND OFFERS A SUPPORTIVE, INVITING ENVIRONMENT FOR ARTISTS AND THEATER PROFESSIONALS. LAUNCHED IN 1994, THE GEFFEN PLAYHOUSE BLOSSOMED FROM A WESTSIDE PRESENTING HOUSE TO A NATIONALLY RECOGNIZED ARTS INSTITUTION. UNDER THE LEADERSHIP OF GIL CATES, THE GEFFEN HAS GROWN INTO A VIBRANT CULTURAL LANDMARK ON THE WESTSIDE OF LOS ANGELES. NOTED FOR ITS INTIMACY AND CELEBRATED FOR ITS WORLD-RENOWNED MIX OF CLASSIC AND CONTEMPORARY PLAYS, PROVOCATIVE NEW WORKS AND SECOND PRODUCTIONS, THE COMPANY HAS PRESENTED A REPERTOIRE OF AWARD-WINNING PRODUCTIONS THAT HAVE EARNED CRITICAL ACCLAIM AND INTERNATIONAL ATTENTION. THE GEFFEN HAS PRODUCED AMERICAN AND WORLD PREMIERES OF SOME OF THE MOST CHALLENGING WORK ON THE CONTEMPORARY STAGE. HONORED WITH MORE THAN 40 REGIONAL THEATER AWARDS, THE PLAYHOUSE IS ALSO A PROUD RECIPIENT OF GRANTS FROM THE EDGERTON NEW AMERICAN PLAY FOUNDATION AND THE STEINBERG CHARITABLE TRUST, ENABLING THE THEATER TO CONTINUE CONTRIBUTING TO THE CULTURAL CANON BY COMMISSIONING NEW WORKS. IN 2004, THE GEFFEN BROKE GROUND FOR ITS $17.5 MILLION CAPITAL CAMPAIGN TO RENOVATE AND EXPAND THE MAIN AUDITORIUM, CONSTRUCT THE AUDREY SKIRBALL KENIS THEATER, AN INTIMATE 120-SEAT ADDITION THAT SERVES AS A SECOND STATE. SOME OF THE RENOVATIONS INCLUDED RECONFIGURING OF THE MAIN STAGE, INSTALLATION OF AN ELEVATOR, STATE-OF-THE-ART HEATING AND COOLING SYSTEMS, EXPANDED DRESSING ROOMS AND GREEN ROOM FOR ARTISTS, AND EXPANDED OFFICE SPACE TO SUPPORT THE GROWTH OF THE COMPANY. THE NEW SEATING PLAN INCREASES COMFORT AND IMPROVES SIGHT LINES. STAIRS LEADING TO THE MAIN STAGE AUDITORIUM WERE ELIMINATED TO INCREASE ACCESSIBILITY. THE AUDREY SKIRBALL KENIS THEATER AT THE GEFFEN PLAYHOUSE GIVES OUR THEATER THE RICH OPPORTUNITY TO PRESENT NEW PLAYS, DEVELOP ORIGINAL AND EXPERIMENTAL PRODUCTIONS, AND EXPAND OUR EDUCATIONAL OUTREACH PROGRAMS. THE GEFFEN PLAYHOUSE WELCOMES AN AUDIENCE OF MORE THAN 130,000 EACH YEAR. 277096 173330 EDUCATION AND OUTREACH PROGRAMS SEE MISSION & HISTORY STATEMENT ON LINE 4A. 13527373 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 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 1 0 0 0 0 1 151 0 1 182 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BEHNAZ ATAEE 3102086500 10886 LE CONTE AVENUE LOS ANGELES CA 90024 ADI GREENBERG CHAIR 1.00 X X 0 0 0 BETH BEHRS DIRECTOR 1.00 X 0 0 0 BONNIE E ESKENAZI DIRECTOR 1.00 X 0 0 0 BRIAN MANN DIRECTOR 1.00 X 0 0 0 CARLA MALDEN DIRECTOR 1.00 X 0 0 0 CYNTHIA P STAFFORD DIRECTOR 1.00 X 0 0 0 DANNY PASSMAN DIRECTOR 1.00 X 0 0 0 DR BRAD EDGERTON DIRECTOR 1.00 X 0 0 0 DR GENE D BLOCK DIRECTOR 1.00 X 0 0 0 GIL CATES JR EXECUTIVE DIRECTOR 40.00 X X 262748 0 9715 HOLLY RICE DIRECTOR 1.00 X 0 0 0 HOWARD TENENBAUM CHAIR EMERITUS 1.00 X 0 0 0 KEVIN BRIGHT DIRECTOR 1.00 X 0 0 0 KEVYN WYNN DIRECTOR 1.00 X 0 0 0 LINDA BERNSTEIN RUBIN SECRETARY 1.00 X X 0 0 0 LORETTA EVERETT KAUFMAN DIRECTOR 1.00 X 0 0 0 MARC WEINSTOCK DIRECTOR 1.00 X 0 0 0 MARK FLEISCHER DIRECTOR 1.00 X 0 0 0 MARTHA HENDERSON CHAIR EMERITUS 1.00 X 0 0 0 MARY ANN CLOYD VICE CHAIR 1.00 X X 0 0 0 MARY OSAKO DIRECTOR 1.00 X 0 0 0 MATT SHAKMAN ARTISTIC DIRECTOR 40.00 X X 253423 0 60 MERLE DANDRIDGE DIRECTOR 1.00 X 0 0 0 PAMELA ROBINSON HOLLANDER CHAIR EMERITUS 1.00 X 0 0 0 PATRICIA L GLASER DIRECTOR 1.00 X 0 0 0 RICHARD SHERMAN DIRECTOR 1.00 X 0 0 0 SUE NAHLEY FLEISHMAN DIRECTOR 1.00 X 0 0 0 TIFFANY MAYBERRY DIRECTOR 1.00 X 0 0 0 VICTORIA ALONSO DIRECTOR 1.00 X 0 0 0 MARTHA DE LAURENTIS DIRECTOR (THRU 12/21) 1.00 X 0 0 0 PATRICIA K APPLEGATE SECRETARY (THRU 05/22) 1.00 X X 0 0 0 BEHNAZ ATAEE CFO 40.00 X 225737 0 15513 DAN IONAZZI PRODUCER 40.00 X 134769 0 2430 DANIELLE BEARDEN-MEADE INTERIM DIRECTOR OF DEVELOPMENT 40.00 X 105000 0 7759 JENNIFER PEARSONS DIRECTOR OF OPERATIONS 40.00 X 103502 0 10120 PATRICK BROWN MARKETING DIRECTOR 40.00 X 126366 0 7375 1211545 0 52972 7 0 1 0 RUSE & SUBTERFUGE LLC 129 N JACKSON ST APT B GLENDALE CA 91206 PRODUCER / ENTERTAINER 141946 1 886141 4816531 10705832 8086971 16408504 TICKET SALES 711110 5815497 5815497 OTHER THEATER REVENUE 711110 7029 7029 5822526 76485 76485 35393 35393 5700000 6748284 -1048284 -1048284 -1048284 154378 886141 472509 -318131 -318131 157558 70938 86620 86620 21063113 5822526 0 -1167917 766158 386957 299046 80155 6137662 5202773 594918 339971 543592 493160 29492 20940 695244 607217 55711 32316 30186 4373 25813 55241 55241 67162 67162 593170 549932 43238 723118 704283 18835 1051697 555313 272899 223485 229667 101901 117884 9882 386321 386321 953065 953065 366867 366144 723 2819 920 1899 758133 758133 79422 910 78512 PRODUCTION EXPENSES 2420246 2420246 36510 35725 785 15896280 13527373 1575376 793531 1762592 1649206 225699 608119 3933457 9512556 693609 481728 11472 10082 400448 1434887 22770003 10321030 12984523 12448973 10414753 6884084 30426553 33029635 303376 328512 6628334 4736889 781987 7713697 5065401 X 14170960 12906220 8541896 15058014 22712856 27964234 30426553 33029635 X 5166833 84545 X 0 1 X 1 0 X 4574039 5497330 7141478 6442251 16408504 40063602 4574039 5497330 7141478 6442251 16408504 40063602 9267061 30796541 144860 124276 65881 97276 111878 544171 217342 443039 138082 0 0 798463 92561 151420 120348 509 157558 522396 41928632 24459747 0.73450 0.82430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 92,561. 2018 AMOUNT: $ 151,420. 2019 AMOUNT: $ 120,348. 2020 AMOUNT: $ 509. 2021 AMOUNT: $ 157,558. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3850786 7650000 -220772 11280014 3265398 585388 3850786 3105543 159855 3265398 3030052 75491 3105543 3012652 17400 3030052 0.00000 0.95730 0.04270 1 0 17769518 7548284 10221234 2670475 2132642 537833 2330010 640104 1689906 12448973 FUNDS HELD BY UCLA 1062732 FUNDS HELD BY UC REGENTS 5821352 6884084 X 21760771 69666 69666 21691105 -627992 -627992 21063113 16509393 69666 69666 16439727 -543447 -543447 15896280 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO TO PROVIDE FUNDS FOR FUTURE OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. DURING THE YEARS ENDED AUGUST 31, 2022 AND 2021, THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -472,509. COGS -70,938. EMPLOYEE RETENTION CREDIT -84,545. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS -70,938. SPECIAL EVENTS EXPENSE -472,509. X X X X X X X 1 THEATER DIRECT INC 6855 ATOLL AVE NORTH HOLLYWOOD CA 91605 TELEFUNDING 0 255032 67162 187870 255032 67162 187870 CA BACKSTAGE 1040519 886141 154378 0 0 270184 77453 33911 90961 1040519 886141 154378 270184 77453 33911 90961 472509 -318131 X X 0 0 0 0 0 0 0 1 0 GIL CATES JR EXECUTIVE DIRECTOR 213608 0 25000 0 24140 0 0 0 9715 0 272463 0 0 0 MATT SHAKMAN ARTISTIC DIRECTOR 228423 0 25000 0 0 0 0 0 60 0 253483 0 0 0 BEHNAZ ATAEE CFO 195496 0 20000 0 10241 0 0 0 15513 0 241250 0 0 0 PART I, LINE 7 NONDISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON PERSONS MEETING GOALS SET BY AND APPROVED BY BOARD OF DIRECTORS. X 12 163535 FMV X 1 350 FMV X PLEDGES 54 7876636 FMV X AUCTION ITEMS 10 46450 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS PART I, LINE 32B: THE ORGANIZATION HIRED CHARITY BUZZ AND BIDDING FOR GOOD TO ASSIST IN THE AUCTIONING OF AND PROCESSING OF NON-CASH CONTRIBUTIONS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: GEFFEN PLAYHOUSE, INC. IS AN ORGANIZATION DEVOTED TO PROVIDING QUALITY THEATER THROUGH A SERIES OF PRODUCTIONS, WORKSHOPS, SEMINAR, PLAY READINGS & LECTURES TO THE SURROUNDING COMMUNITIES IN THE CITY OF LOS ANGELES & THE STUDENTS OF UCLA SCHOOL OF THEATER, FILM & TELEVISION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY CFO AND EXECUTIVE DIRECTOR, AND THE BOARD OF DIRECTORS BASED ON THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY WHICH IS SIGNED BY ALL BOARD MEMBERS AND ALL NEW BOARD MEMBERS. IF A CONFLICT ARISES, THAT BOARD MEMBER CANNOT VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS ARE DETERMINED AND APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS WHO ARE ALL INDEPENDENT. THE ORGANIZATION RELIES ON THEATER COMMUNICATION GROUP'S SALARY SURVEY AS THEIR GUIDE AND PARTICIPATES IN ANNUAL FINANCIAL AND SALARY SURVEYS. THE PROCESS IS COMPLETED EVERY TWO YEARS. THE PROCESS IS DOCUMENTED AND WAS LAST DONE AUGUST 2021. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, OTHER INFORMATION: THE ORGANIZATION RECORDED $84,545 OF REVENUE RELATED TO THE EMPLOYEE RETENTION TAX CREDIT FOR THE TAX YEAR ENDED AUGUST 31, 2022. THE ENTIRE AMOUNT RELATED TO THE FOURTH QUARTER OF 2020 AND REPORTED AS A CHANGE IN NET ASSETS PRIOR PERIOD ADJUSTMENT ON FORM 990 PART XI. FORM 990, PART XI, LINE 9: EMPLOYEE RETENTION TAX CREDIT - PY ADJUSTMENT 84,545. GP FILMS LLC 10886 LE CONTE AVENUE LOS ANGELES CA 90024 811329335 VIDEO PRODUCTIONS CA 753900 5080 GEFFEN PLAYHOUSE INC