2023-07-17T07:51:45-05:00 2022-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2021-09-01 133613115 THE NEW GROUP INC NEWG 2122443380 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 ADAM BERNSTEIN EXECUTIVE DIRECTOR 2122443380 2023-07-13 1 ADAM BERNSTEIN XXX-XX-XXXX FREDERICK MARTENS P00298107 2126972299 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ADAM BERNSTEIN 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 7389300 0 X WWW.THENEWGROUP.ORG X 1991 NY AN ARTIST-DRIVEN COMPANY WITH A COMMITMENT TO DEVELOP AND PRODUCE POWERFUL, CONTEMPORARY THEATER. 31 27 284 29 0 0 2188080 4058837 142700 3183804 236 566 29892 28373 2360908 7271580 0 0 0 0 960754 2789265 0 0 453158 630819 2681200 1591573 5470465 769335 1801115 3779548 3739048 1994639 153024 1784909 3586024 X THE NEW GROUP IS AN ARTIST-DRIVEN COMPANY WITH A COMMITMENT TO DEVELOPING AND PRODUCING POWERFUL, CONTEMPORARY THEATER. WHILE CONSTANTLY EVOLVING, WE MAINTAIN AN ENSEMBLE APPROACH TO ALL OUR WORK AND AN ARTICULATED STYLE OF EMOTIONAL IMMEDIACY IN (SEE SCHEDULE O) OUR ACTING AND PRODUCTIONS. IN THIS WAY, WE SEEK A THEATER THAT IS ADVENTUROUS, STIMULATING AND MOST IMPORTANTLY "NOW" - A TRUE FORUM FOR THE PRESENT CULTURE. 0 0 4588016 3183804 IN FY22, THE NEW GROUP (TNG) OFFERED BOTH DIGITAL AND IN-PERSON PROGRAMMING, INCLUDING 2 LIVE PRODUCTIONS, 3 DIGITAL PRODUCTIONS, AND FREE EDUCATION PROGRAMS. THE ONGOING COVID PANDEMIC PRESENTED A NUMBER OF CHALLENGES AND THE NEW GROUP'S STAFF AND ARTISTS FREQUENTLY ADAPTED PLANS AS CIRCUMSTANCES RAPIDLY CHANGED.(CONTINUED ON SCHEDULE O) THE NEW GROUP RETURNED TO LIVE PERFORMANCES IN OCTOBER 2021 WITH A REVIVAL OF WALLACE SHAWN'S THE FEVER, DIRECTED BY SCOTT ELLIOTT, STARRING LILI TAYLOR. THE FEVER WAS CO-PRODUCED WITH AUDIBLE THEATER AND IT RAN 10/8-24/21. 932 INDIVIDUALS PURCHASED TICKETS FOR THE 3-WEEK RUN AT THE MINETTA LANE THEATER. TNG'S SECOND LIVE PRODUCTION WAS THE WORLD PREMIERE OF THE MUSICAL BLACK NO MORE WITH A BOOK BY JOHN RIDLEY, MUSIC BY TARIQ TROTTER, ANTHONY TIDD, JAMES POYSER, AND DARYL WATERS, LYRICS BY TARIQ TROTTER, CHOREOGRAPHY BY BILL T. JONES, AND DIRECTED BY SCOTT ELLIOTT. IT FEATURED A CAST OF 26 AND A BAND OF 7 MUSICIANS. BLACK NO MORE RAN FROM 1/20/22-2/27/22 AT THE IRENE DIAMOND STAGE OF THE PERSHING SQUARE SIGNATURE CENTER. THIS PRODUCTION WAS THE CULMINATION OF OVER 5 YEARS OF ARTISTIC DEVELOPMENT BY TNG AND THE CREATIVE TEAM. WHAT WAS ALREADY THE LARGEST AND MOST AMBITIOUS PRODUCTION IN THE NEW GROUP'S HISTORY FACED ADDITIONAL CHALLENGES WITH THE EMERGENCE OF THE HIGHLY CONTAGIOUS OMICRON VARIANT. DESPITE FOLLOWING STRICT SAFETY PROTOCOLS, MEMBERS OF THE CAST FELL ILL THROUGHOUT THE REHEARSAL PERIOD AND INTO TECH WEEK. AS A RESULT, THE NEW GROUP CANCELED THE FIRST WEEK OF PERFORMANCES TO GIVE THE CAST TIME TO FULLY RECOVER. WE WERE FORTUNATE THAT THROUGHOUT THE PERFORMANCE PERIOD THE CAST REMAINED HEALTHY AND THE RUN WAS SOLD OUT. 11,433 PEOPLE ATTENDED BLACK NO MORE. BLACK NO MORE RECEIVED CRITICAL ACCLAIM WITH MULTIPLE AWARDS AND NOMINATIONS. THROUGH THE NEW GROUP OFF STAGE, TNG PRESENTED 2 AUDIO PLAYS AND A WEB-SERIES. I NEED SPACE, WRITTEN AND DIRECTED BY DONJA R. LOVE, FEATURING A CAST OF 5 BLACK LGBTQ+ ACTORS, WAS A 6-EPISODE WEB SERIES THAT WAS AVAILABLE FOR STREAMING ON BROADSTREAM BEGINNING 3/4/22. I NEED SPACE OFFERED VIEWERS A FRANK AND VOYEURISTIC LOOK INTO ONE MAN'S STRUGGLE WITH LOVE, LOSS, AND LONELINESS. OVER 5,000 PEOPLE WATCHED AT LEAST ONE EPISODE OF I NEED SPACE. TNG ALSO RELEASED 2 AUDIO PLAYS IN PARTNERSHIP WITH AUDIBLE. THE ARTISTS OF THE FEVER RECORDED THE PLAY, ALLOWING AUDIENCES WHO MISSED THE LIMITED 3-WEEK RUN THE OPPORTUNITY TO EXPERIENCE WALLACE SHAWN'S HAUNTING EXAMINATION OF GLOBAL INEQUALITY. THE SECOND AUDIO PLAY WAS BERNARDA'S DAUGHTERS BY DIANE EXAVIER, DIRECTED BY DOMINIQUE RIDER. EXAVIER'S WORK FOLLOWS THE SISTERS OF THE ABELLARD FAMILY IN FLATBUSH, BROOKLYN, AS THEY MOURN THEIR FATHER'S PASSING AND GRAPPLE WITH THE GENTRIFICATION OF THEIR NEIGHBORHOOD. BOTH AUDIO PLAYS WERE RELEASED BY AUDIBLE ON 3/3/22, AND HAVE REACHED NATIONAL AUDIENCES. BERNARDA'S DAUGHTERS WILL BE PRESENTED AS A LIVE PRODUCTION IN OUR FY23 SEASON. TNG OFFERED FREE THEATER EDUCATION PROGRAMS TO NYC PUBLIC HIGH SCHOOL STUDENTS, AGES 14-18 THROUGHOUT THE YEAR. TNG OFFERED A TOTAL OF 6 COURSES OF MY STORY: TRANSFORMING PERSONAL STORIES FOR COLLEGE APPLICATIONS, FOR A TOTAL OF 36 WEEKS OF FREE EDUCATION. IN EACH 6-WEEK COURSE, STUDENTS MET WEEKLY ON ZOOM FOR 3-HOUR LESSONS WHERE THEY STUDIED ICONIC MONOLOGUES AND PERSONAL ESSAYS, DID IMPROVISATION AND CREATIVE EXERCISES TO DEVELOP AND PERFORM THEIR OWN MONOLOGUES AND THEN TRANSFORM THEM INTO COLLEGE ADMISSIONS ESSAYS. EACH MY STORY SECTION HAD AN AVERAGE OF 12 STUDENTS, IN TOTAL 93 STUDENTS PARTICIPATED IN THE PROGRAM. 100% OF PARTICIPATING SENIORS HAVE BEEN ACCEPTED TO COLLEGE. THE NEW GROUP ALSO RECOMMENCED SCENE 1 AFTER A MULTI-YEAR HIATUS IN JULY 2022, OUR IN-PERSON THREE-WEEK INTENSIVE PROGRAM WHERE STUDENTS DEVELOP ACTING SKILLS AND A LOVE OF THEATER. WE ALSO CONTINUE TO RUN OUR BFA PROGRAM IN PARTNERSHIP WITH LIU BROOKLYN. 4588016 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 36 0 1 284 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 2122443380 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 DEREK MCLANE CHAIR 1.00 X X 0 0 0 ABBY MERRILL PRESIDENT 1.00 X X 0 0 0 KUMIKO YOSHII VICE PRESIDENT 1.00 X X 0 0 0 THOMAS BRADSHAW VICE PRESIDENT 1.00 X X 0 0 0 CHRISTINA KOPEC ROONEY TREASURER 1.00 X X 0 0 0 JOHN GREENWOOD SECRETARY 1.00 X X 0 0 0 SCOTT ELLIOTT ARTISTIC DIRECTOR 40.00 X X 240473 0 5716 ADAM BERNSTEIN EXECUTIVE DIRECTOR 40.00 X X 167496 0 2520 PETER C ALKALAY BOARD MEMBER 1.00 X 0 0 0 SALMAN AL-RASHID BOARD MEMBER 1.00 X 0 0 0 MARTIN BORELL BOARD MEMBER 1.00 X 0 0 0 ROBYN GOODMAN BOARD MEMBER 1.00 X 0 0 0 ETHAN HAWKE BOARD MEMBER 1.00 X 0 0 0 DR DAVID MILCH BOARD MEMBER 1.00 X 0 0 0 ISAAC MIZRAHI BOARD MEMBER 1.00 X 0 0 0 SCOTT A MOORE BOARD MEMBER 1.00 X 0 0 0 SERGE NIVELLE BOARD MEMBER 1.00 X 0 0 0 CYNTHIA NIXON BOARD MEMBER 1.00 X 0 0 0 MIMI O'DONNELL BOARD MEMBER 1.00 X 0 0 0 PRITI PATEL BOARD MEMBER 1.00 X 0 0 0 CAROLE PIWNICA BOARD MEMBER 1.00 X 0 0 0 CHARLES RENFRO BOARD MEMBER 1.00 X 0 0 0 ROBERT ROSENBERG BOARD MEMBER 1.00 X 0 0 0 ELLEN ROTH BOARD MEMBER 1.00 X 0 0 0 JANA SHEA BOARD MEMBER 1.00 X 0 0 0 JONATHAN MARC SHERMAN BOARD MEMBER 1.00 X 0 0 0 BARBARA SLOAN BOARD MEMBER 1.00 X 0 0 0 SHERRESE CLARKE SOARES BOARD MEMBER 1.00 X 0 0 0 MICHELLE TROTTER BOARD MEMBER 1.00 X 0 0 0 ANITA WAXMAN BOARD MEMBER 1.00 X 0 0 0 FRED WISTOW BOARD MEMBER 1.00 X 0 0 0 407969 0 8236 2 0 1 0 PROOF PRODUCTIONS INC PO BOX 860 SEWELL NJ 08080 SCENERY FABRICATION 100070 1 332630 2945673 780534 4058837 ENHANCEMENT AND CO-PRO 711110 2340000 2340000 TICKET SALES 711110 678804 678804 WORKSHOP PRODUCTION FE 711110 165000 165000 3183804 566 566 5096 5096 117720 332630 117720 0 MISCELLANEOUS INCOME 900099 23277 23277 23277 7271580 3183804 0 28939 478761 208592 144688 125481 1771656 1617273 52748 101635 68728 55822 6003 6903 214293 176008 17837 20448 255827 207786 22345 25696 26470 26470 40463 40463 366254 358754 7500 191403 191403 58239 50608 4843 2788 481593 371736 51096 58761 12577 12577 21537 12276 4307 4954 29660 29660 PRODUCTION COSTS 1231500 1231500 BENEFIT EVENT EXPENSES 83086 83086 MISCELLANEOUS 69155 39418 13831 15906 CAPITAL CAMPAIGN COSTS 45755 45755 23508 8508 15000 5470465 4588016 429291 453158 790555 2735087 2317982 700158 222020 109144 271712 29253 49877 80476 154580 114252 61865 40328 65537 44602 3779548 3739048 192916 81886 41760 20124 1712146 47817 51014 1994639 153024 X 1699910 3430775 84999 155249 1784909 3586024 3779548 3739048 1801115 0 X 0 1 X 1 1 1 X 4270482 3252838 1898089 2188080 4058837 15668326 4270482 3252838 1898089 2188080 4058837 15668326 4818685 10849641 27226 35610 14559 18947 5662 102004 35475 42789 124571 11181 23277 237293 16007623 15696792 0.67780 0.60160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18902 11035 7867 135678 103217 32461 40328 DEFERRED RENT 51014 51014 GALA 450350 332630 117720 70556 47164 0 450350 332630 117720 70556 47164 117720 0 X X X X 0 0 0 0 0 0 0 0 0 SCOTT ELLIOTT ARTISTIC DIRECTOR 240473 0 0 0 0 0 0 0 5716 0 246189 0 0 0 ADAM BERNSTEIN EXECUTIVE DIRECTOR 167496 0 0 0 0 0 0 0 2520 0 170016 0 0 0 MICHELLE TROTTER BOARD MEMBER 21541 TNG PAID FEES TO MICHELLE TROTTER'S HUSBAND FOR ACTING AND PLAYWRIGHT SERVICES. 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS GENERAL SUPERVISION OF THE AFFAIRS OF TNG BETWEEN BOARD MEETINGS AND ACTS ON BEHALF OF TNG AS NECESSARY AND, WITH RESPECT TO ANY MATERIAL ISSUES, SUBJECT TO REVIEW AND (WHEN SUCH ACTION IS CONDITIONED THEREUPON) RATIFICATION BY THE FULL BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 2 PETER ALKALAY AND BARBARA SLOAN - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, AND THEN BY THE FINANCE AND AUDIT COMMITTEE AND APPROVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS ARE PROVIDED TO AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE CHAIRMAN. ANY POTENTIAL CONFLICT OF INTEREST WHICH COULD RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO A DIRECTOR, OFFICER, OR STAFF MEMBER MUST BE DISCLOSED, IN GOOD FAITH, TO THE BOARD OF DIRECTORS. THE INTERESTED INDIVIDUAL MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD OF DIRECTORS DISCUSSION, BUT WILL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING SUCH CONTRACT OR OTHER TRANSACTION. THE INTERESTED INDIVIDUAL MAY NOT VOTE ON SUCH CONTRACT OR OTHER TRANSACTION. THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE WILL REFLECT: (A) THAT THE CONFLICT OF INTEREST WAS DISCLOSED; (B) THAT THE INTERESTED DIRECTOR, OFFICER, OR STAFF MEMBER WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE OF THE BOARD OF DIRECTORS OR COMMITTEE; AND (C) THAT THE INTERESTED INDIVIDUAL ABSTAINED FROM VOTING. ALL QUESTIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS WILL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS IN WHICH THE INTERESTED INDIVIDUAL MAY NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S AND EXECUTIVE DIRECTOR'S SALARIES WERE SET BY THE BOARD AFTER AN INVESTIGATION TO THE SALARIES OF ARTISTIC DIRECTORS AND EXECUTIVE DIRECTORS AT SIMILARLY SIZED THEATERS IN NEW YORK CITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TNG MANAGING ENTITY LLC 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 MANAGEMENT OF TNG OFF STAGE LLC NY 9000 12000 THE NEW GROUP INC TNG OFF STAGE LLC 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 862063984 AUDIO-VISUAL PRODUCTION DEVELOPMENT, FINANCING, AND DISTRIBUTION NY TNG MANAGING ENTITY LLC RELATED 7720 131295 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 TNG OFF STAGE LLC Q 59268 ACTUAL AMOUNT TRANSFERRED