HUDSON VALLEY SHAKESPEARE FESTIVAL INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY SHAKESPEARE FESTIVAL INC (EIN 13-3499385)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333209349301908
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:59:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133499385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON VALLEY SHAKESPEARE FESTIVAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 8458095750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 125 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SHELBY ARDITI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8458095750 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | SHELBY ARDITI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN SHELBY ARDITI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 125 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,966,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://HVSHAKESPEARE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $11,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,786,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,455,056 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $833,326 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $702,586 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,850 | PYInvestmentIncomeAmt |
| CY Investment Income | $60,825 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,785 | PYOtherRevenueAmt |
| CY Other Revenue | $23,637 | CYOtherRevenueAmt |
| PY Total Revenue | $9,805,795 | PYTotalRevenueAmt |
| CY Total Revenue | $5,242,104 | 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 | $1,696,602 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,280,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $297,026 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $219,722 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $656,863 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,476,173 | PYOtherExpensesAmt |
| CY Other Expenses | $2,077,278 | CYOtherExpensesAmt |
| PY Total Expenses | $3,469,801 | PYTotalExpensesAmt |
| CY Total Expenses | $4,577,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,335,994 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $664,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,956,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,471,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $657,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $809,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,298,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,662,531 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HVSF ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY.VISION: WE ARE A CLASSICAL REPERTORY THEATER THAT EMBRACES THE PRESENT MOMENT, AND OUR WORK SPRINGS FROM THE MOST ESSENTIAL OF ELEMENTS ACTOR, AUDIENCE, LANGUAGE, AND LANDSCAPE. AS BOTH A LOCAL COMMUNITY HUB AND A NATIONAL ARTS DESTINATION, WE FOSTER MEANINGFUL HUMAN CONNECTIONS AT THE CONVERGENCE OF NATURE AND CULTURE.CORE VALUES: EXCELLENCE, INCLUSION, GENEROSITY, PLAYFULNESS, SUSTAINABILITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,181,092 | ExpenseAmt |
| Revenue | $677,018 | RevenueAmt |
| Desc | IN 2022, HVSF PERFORMED ITS SECOND SUMMER SEASON OF OPEN-AIR PERFORMANCES AT ITS NEW LOCATION IN GARRISON, NY. OUR SEASON INCLUDED PRODUCTIONS OF HENRY V DIRECTED BY ARTISTIC DIRECTOR DAVIS MCCALLUM, LOVES LABORS LOST DIRECTED BY AMANDA DEHNERT, AND A WORLD PREMIERE OF A NEW MUSICAL, PENELOPE, COMPOSED BY ALEX BECHTEL, CO WRITTEN BY EVA STEINMETZ AND GRACE MCLEAN, AND DIRECTED BY EVA STEINMETZ. THE SEASON REACHED OVER 13,500 AUDIENCE MEMBERS THROUGH IN-PERSON ATTENDANCE, AND SAW A RETURN TO FULL ATTENDANCE CAPACITY FOLLOWING THE RELEASE OF COVID-19 PANDEMIC RESTRICTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,578 | ExpenseAmt |
| Revenue | $23,582 | RevenueAmt |
| Desc | IN ITS 28TH YEAR, HVSF'S WELL-ESTABLISHED EDUCATION PROGRAM SUCCESSFULLY RESUMED MOST IN-SCHOOL ACTIVITIES, MARKING A SIGNIFICANT STEP FORWARD SINCE THE ONSET OF THE COVID-19 PANDEMIC. OUR TEAM ENGAGED WITH OVER 10,000 STUDENTS ACROSS MORE THAN 20 SCHOOLS IN THE TRI-STATE AREA THROUGH 383 IN-PERSON WORKSHOPS AND RESIDENCIES LED BY TEACHING ARTISTS. RECOGNIZING THE ONGOING SAFETY CHALLENGES OF HOSTING LARGE GATHERINGS IN EDUCATIONAL SETTINGS, WE ADAPTED BY OFFERING A STREAMING VERSION OF WILLIAM SHAKESPEARE'S "A MIDSUMMER NIGHT'S DREAM," DIRECTED BY MATTHEW SALDIVAR, AS AN ALTERNATIVE TO OUR TRADITIONAL LIVE SCHOOL TOURS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,336 | ExpenseAmt |
| Desc | THE ANNUAL HVSF NEW PLAY DEVELOPMENT SERIES OCCURRED IN AUGUST, AND DEVELOPMENT WORKSHOPS INCLUDED HVSF 'S COMMISSIONED "UNTITLED AGATHA PROJECT" BY HEIDI ARMBRUSTER, "MEMNON" BY WILL POWERS AND DIRECTED BY CARL COFIELD, AND "MADEA: RE-VERSED" BY LUIS QUINTERO. IN COLLABORATION WITH PROCESSIONAL ARTS WORKSHOP AND MULTIPLE LOCAL ORGANIZATIONS, HIGHLAND LIGHTS RETURNED FOR A SECOND YEAR, A UNIQUE BLEND OF ART AND NATURE INVITING COMMUNITY ENGAGEMENT THROUGH FREE PUBLIC WORKSHOPS. THESE WORKSHOPS, HELD FROM MARCH TO APRIL, PROVIDED PARTICIPANTS WITH THE OPPORTUNITY TO CRAFT LANTERNS USING WIRE-FORMING, DECOUPAGE, AND LED LIGHTING TECHNIQUES. THE PROGRAM REACHED ITS PEAK WITH A GLOWING OUTDOOR PROCESSION, LIGHTING UP THE GARRISON PATHS WITH A COMMUNITY-CREATED DISPLAY OF LIGHTS AND LANTERNS.THE BAKE-OFF COMMUNITY PLAYWRITING SERIES RESUMED IN PERSON IN NOVEMBER 2022, IN PARTNERSHIP WITH FIVE LOCAL LIBRARIES WITH WRITING WORKSHOPS ATTENDED BY 78 PEOPLE AND RECEIVED OVER 42 PLAY SUBMISSIONS. SIX PLAYS WERE SELECTED FOR THE FINAL READING IN THE FALL. THE 2022 THEME WAS "LOVE NEVER DIES IN MEMORY" A RESPONSE TO OUR INAUGURAL 2022 SEASON AT THE GARRISON. BOTH HIGHLAND LIGHTS AND THE "BAKE OFF" ARE A PART OF HVSF 'S FULL CIRCLE INITIATIVE TO BUILD AND SUSTAIN COMMUNITY THROUGH RADICALLY PARTICIPATORY ART-MAKING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,284,006 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 168 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | 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 | LINDA PATTERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8458095750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 125 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 |
|---|---|---|---|---|---|---|---|
| ROBIN SHELBY ARDITI | |||||||
| PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA JEAN WILSON | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD B WHITNEY | |||||||
| SECRETARY | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER HOPKINS | |||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE BAKER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUIS CASTRO | |||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELIZABETH BUNZEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI ETTINGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PEPPER EVANS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KRYSTAL FORD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY FLORKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA GOLDMARK | |||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN HOLLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KILMAN | |||||||
| DIRECTOR, THRU 7/2022 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA KING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL KRAMER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE WONG LENT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL LOEWENSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NAT PRENTICE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC C RICH | |||||||
| DIRECTOR | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURI WASHINGTON SAWYER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON STINSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ELLIOTT SUMERS | |||||||
| DIRECTOR | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES STANFORD | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SARENA STRAUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNON WILSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE LIBERMAN | |||||||
| MANAGING DIRECTOR, THRU 8/2022 | 60.00 | Yes (X) | $79,831 | $0 | $12,261 | ||
| KENDRA EKELUND | |||||||
| MANAGING DIRECTOR, EFF. 11/2022 | 60.00 | Yes (X) | $18,846 | $0 | $2 | ||
| LINDA PATTERSON | |||||||
| CONTROLLER | 40.00 | Yes (X) | $86,304 | $0 | $18,163 | ||
| DAVIS MCCALLUM | |||||||
| ARTISTIC DIRECTOR | 60.00 | $116,051 | $0 | $26,825 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $301,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STUDIO GANG | |||||
| 1520 WEST DIVISION STREET | CHICAGO | IL | 60642 | THEATER ARCHITECTURAL SERVICES | $872,568 |
| POLHEMUS CONSTRUCTION | |||||
| 12 MANITOU ROAD | GARRISON | NY | 10524 | CONSTRUCTION SERVICES | $463,235 |
| ABOUT THE WORK LLC | |||||
| 40 EXCHANGE PLACE SUITE 1708 | NEW YORK | NY | 10005 | PROJECT MANAGERIAL SERVICES | $208,596 |
| AD HAMINGSON & ASSOCIATES | |||||
| 10 SAINT PAULS PLACE APT 4M | BROOKLYN | NY | 11226 | FUNDRAISING CONSULTANTING SERVICES | $175,640 |
| KELLARD SESSIONS CONSULTING | |||||
| 500 MAIN STREET | ARMONK | NY | 10504 | ENVIRONMENTAL CONSULTANTING SERVICES | $171,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $213,132 | FundraisingAmt |
| Government Grants | $634,565 | GovernmentGrantsAmt |
| All Other Contributions | $3,607,359 | AllOtherContributionsAmt |
| Noncash Contributions | $167,629 | NoncashContributionsAmt |
| Total Contributions | $4,455,056 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 711190 | $678,434 | $678,434 |
| WORKSHOPS | 611600 | $23,082 | $23,082 |
| EDUCATIONAL PROPERTIES RENTALS | 611600 | $570 | $570 |
| EDUCATION PROGRAM | 611600 | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $702,586 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,407 | TotalRevenueColumnAmt |
| Exclusion | $77,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,653,183 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,669,765 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,582 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,582 | TotalRevenueColumnAmt |
| Exclusion | -$16,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,662 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $213,132 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,839 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,823 | TotalRevenueColumnAmt |
| Exclusion | $10,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,099 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,085 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,986 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISEMENTS | 541800 | $11,250 | $11,250 | |
| OTHER INCOME | 900099 | $3,550 | $3,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,242,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $700,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $75,198 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,405 | TotalAmt |
| Program Services | $36,979 | ProgramServicesAmt |
| Management And General | $141,447 | ManagementAndGeneralAmt |
| Fundraising | $36,979 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,490 | TotalAmt |
| Program Services | $1,395,235 | ProgramServicesAmt |
| Management And General | $194,825 | ManagementAndGeneralAmt |
| Fundraising | $159,430 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,787 | TotalAmt |
| Program Services | $14,632 | ProgramServicesAmt |
| Management And General | $3,093 | ManagementAndGeneralAmt |
| Fundraising | $2,062 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,510 | TotalAmt |
| Program Services | $99,393 | ProgramServicesAmt |
| Fundraising | $10,117 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,678 | TotalAmt |
| Program Services | $137,815 | ProgramServicesAmt |
| Management And General | $30,303 | ManagementAndGeneralAmt |
| Fundraising | $18,560 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,513 | TotalAmt |
| Management And General | $31,513 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,600 | TotalAmt |
| Fundraising | $78,600 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,722 | TotalAmt |
| Fundraising | $219,722 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,086 | TotalAmt |
| Program Services | $166,474 | ProgramServicesAmt |
| Management And General | $173,118 | ManagementAndGeneralAmt |
| Fundraising | $20,494 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,878 | TotalAmt |
| Program Services | $114,388 | ProgramServicesAmt |
| Management And General | $7,122 | ManagementAndGeneralAmt |
| Fundraising | $21,368 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,678 | TotalAmt |
| Program Services | $84,663 | ProgramServicesAmt |
| Management And General | $14,684 | ManagementAndGeneralAmt |
| Fundraising | $14,331 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,046 | TotalAmt |
| Program Services | $14,040 | ProgramServicesAmt |
| Management And General | $5,388 | ManagementAndGeneralAmt |
| Fundraising | $3,618 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,992 | TotalAmt |
| Program Services | $30,992 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,360 | TotalAmt |
| Program Services | $44,723 | ProgramServicesAmt |
| Management And General | $1,795 | ManagementAndGeneralAmt |
| Fundraising | $842 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,536 | TotalAmt |
| Program Services | $152,112 | ProgramServicesAmt |
| Management And General | $3,485 | ManagementAndGeneralAmt |
| Fundraising | $1,939 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,193 | TotalAmt |
| Program Services | $129,193 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,531 | TotalAmt |
| Program Services | $17,068 | ProgramServicesAmt |
| Management And General | $11,888 | ManagementAndGeneralAmt |
| Fundraising | $5,575 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TEMPORARY ROOM & BOARD | $345,237 | $345,237 |
| PRODUCTION EQUIPMENT | $188,960 | $188,960 |
| PRODUCTION EXPENSE | $165,336 | $165,336 |
| REPAIRS & MAINTENANCE | $137,698 | $137,698 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,634 | TotalAmt |
| Program Services | $9,068 | ProgramServicesAmt |
| Management And General | $18,340 | ManagementAndGeneralAmt |
| Fundraising | $63,226 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,577,870 | TotalAmt |
| Program Services | $3,284,006 | ProgramServicesAmt |
| Management And General | $637,001 | ManagementAndGeneralAmt |
| Fundraising | $656,863 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,971 | BOYAmt |
| EOY | $2,530,801 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,962 | BOYAmt |
| EOY | $439,844 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683,399 | BOYAmt |
| EOY | $5,008,357 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,887 | BOYAmt |
| EOY | $1,160,523 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,657 | BOYAmt |
| EOY | $8,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,503,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,317,708 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,074 | BOYAmt |
| EOY | $4,185,570 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,944,219 | BOYAmt |
| EOY | $1,089,841 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,489 | BOYAmt |
| EOY | $48,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,956,658 | BOYAmt |
| EOY | $14,471,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,921 | BOYAmt |
| EOY | $778,606 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,828 | BOYAmt |
| EOY | $30,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,749 | BOYAmt |
| EOY | $809,347 | 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 | $665,838 | BOYAmt |
| EOY | -$1,540,728 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,633,071 | BOYAmt |
| EOY | $15,203,259 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,298,909 | BOYAmt |
| EOY | $13,662,531 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,956,658 | BOYAmt |
| EOY | $14,471,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $664,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$300,612 | 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 | $1,725,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,061,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,619,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,786,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,455,056 | CurrentTaxYearAmt |
| Total | $23,648,309 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,522,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,743,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $851,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $708,685 | CurrentTaxYearAmt |
| Total | $4,842,336 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,247,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,805,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,635,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,638,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,163,741 | CurrentTaxYearAmt |
| Total | $28,490,645 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,617,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,840 | CurrentTaxYearAmt |
| Total | $3,868,561 | 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 | $355,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,617,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,840 | CurrentTaxYearAmt |
| Total | $3,868,561 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $24,622,084 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,407 | CurrentTaxYearAmt |
| Total | $234,233 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,407 | CurrentTaxYearAmt |
| Total | $234,233 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $10,823 | CurrentTaxYearAmt |
| Total | $10,823 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,550 | CurrentTaxYearAmt |
| Total | $509,543 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,317,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,878,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,064,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,729,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,255,521 | CurrentTaxYearAmt |
| Total | $29,245,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82950 | PublicSupportPY509Pct |
| Investment Income CY | 0.00800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00640 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 2,912. 2019 AMOUNT: $ 6,197. 2020 AMOUNT: $ 3,097. 2022 AMOUNT: $ 3,550. FACILITIES FEES - 2018 AMOUNT: $ 44,776. 2019 AMOUNT: $ 50,345. INSURANCE PROCEEDS - 2020 AMOUNT: $ 398,666. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | 0 | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $78,600 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $78,600 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HVSF IS UNDERGOING A MULTI-YEAR CAPITAL CAMPAIGN AND IS IN THE FINAL PHASE OF ITS CAMPAIGN. AS A PART OF THAT WORK, THE COMPANY HAS ENGAGED TWO OUTSIDE LOBBYING FIRMS, ONE TO SUPPORT SEEKING NEW YORK STATE FUNDING REQUESTS AND THE OTHER FOR FEDERAL FUNDS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,916,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,317,708 | DepreciationAmt |
| Book Value | $599,236 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,586,334 | OtherCostOrOtherBasisAmt |
| Book Value | $3,586,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,185,570 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,277,355 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$300,612 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $327,778 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $8,085 | OtherRevenueAmt |
| Revenue Not Reported | $35,251 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,242,104 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,242,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,913,733 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $327,778 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,085 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $335,863 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,577,870 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,577,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE HVSF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HVSF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE HVSF IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST SALES 8,085. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST SALES 8,085. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| AD HAMINGSON & ASSOCIATES | ||||||||
| 10 ST PAULS PLACE 4M | BROOKLYN | NY | 11226 | CAPITAL CAMPAIGN CONSULTANT | 0 | $0 | $196,622 | -$196,622 |
| ADVANCE NYC INC | ||||||||
| PO BOX 445 | PLEASANTVILLE | NY | 10570 | GRANT WRITING/OPERATING | 0 | $0 | $23,100 | -$23,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $219,722 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$219,722 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $270,794 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $213,132 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,662 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,663 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $17,999 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,591 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,586 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $270,794 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $213,132 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,662 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,663 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,999 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,591 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,586 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,839 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,823 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | A.D. HAMINGSON & ASSOCIATES HVSF SHALL PAY ALL EXPENSES REASONABLY INCURRED BY CONSULTANT, IF ANY, IN THE COURSE OF PERFORMING SERVICES UNDER THE AGREEMENT, AS MUTUALLY AGREED UPON IN ADVANCE BY THE PARTIES HERETO. EXPENSES SHALL INCLUDE REIMBURSEMENT FOR TRAVEL, MEALS RELATED TO HVSF MEETINGS, BATCH DATA SCREENS, AND OTHER MUTUALLY AGREED UPON EXPENSES. ADVANCE NYC, INC. HVSF WILL REIMBURSE THE CONSULTANT FOR ALL EXPENSES REASONABLY INCURRED. ALL EXPENSES FOR WHICH REIMBURSEMENT IS SOUGHT IS APPROVED IN WRITING BY HVSF. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $149,289 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HVSF ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY. IN LATE 2019, HVSF COMMENCED THE PRIVATE PHASE OF A CAPITAL CAMPAIGN TO SUPPORT THE CREATION OF A NEW OUTDOOR, ECOLOGICALLY-DRIVEN THEATER CAMPUS IN THANKS TO A GENEROUS BENEFACTOR WHO OFFERED THE COMPANY 98-ACRES OF RIVER-VIEW PROPERTY IN THE HUDSON HIGHLANDS. THIS CAMPAIGN IS ONGOING. IN 2022, HVSF PERFORMED ITS SECOND SUMMER SEASON OF OPEN-AIR PERFORMANCES AT ITS NEW LOCATION IN GARRISON, NY. OUR SEASON INCLUDED PRODUCTIONS OF HENRY V DIRECTED BY ARTISTIC DIRECTOR DAVIS MCCALLUM, LOVES LABORS LOST DIRECTED BY AMANDA DEHNERT, AND A WORLD PREMIERE OF A NEW MUSICAL, PENELOPE, COMPOSED BY ALEX BECHTEL, CO WRITTEN BY EVA STEINMETZ AND GRACE MCLEAN, AND DIRECTED BY EVA STEINMETZ. THE SEASON REACHED OVER 13,000 AUDIENCE MEMBERS THROUGH IN-PERSON ATTENDANCE, AND SAW A RETURN TO FULL CAPACITY FOLLOWING THE RELEASE OF COVID-19 PANDEMIC RESTRICTIONS. |
| FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: | THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS COEMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5 - 10. |
| FORM 990, PART VI, SECTION B, LINE 11B | HUDSON VALLEY SHAKESPEARE FESTIVAL, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS ELECTRONICALLY SENT TO THE BOARD. ANY COMMENTS ARE THEN PROVIDED TO THE OUTSIDE ACCOUNTANTS. ONCE THE COMMENTS ARE ADDRESSED THE RETURN IS FINALIZED AND APPROVED FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT AND THE BOARD MONITORS COMPLIANCE AND FOLLOWS UP TO MAKE SURE THAT ALL APPLICABLE PERSONS COMPLETE THE REQUIRED DISCLOSURE FORMS, ON AN ANNUAL BASIS. ANY DISCLOSURE FORMS WHICH ARE SUBMITTED WITH A NOTED CONFLICT ARE REVIEWED AND DISCUSSED BY THE BOARD AUDIT COMMITTEE. EACH BOARD MEMBER ALSO UNDERTAKES TO NOTIFY THE PRESIDENT OR SECRETARY OF HVSF IF HE OR SHE BECOMES AWARE OF ANY RELATIONSHIP OR SITUATION THAT MIGHT RESULT IN, OR GIVE THE APPEARANCE OF BEING, A CONFLICT OF INTEREST. THE DIRECTOR, OFFICER OR KEY EMPLOYEE WHO DISCLOSED THE INTEREST IN A PROPOSED OR EXISTING RELATED PARTY TRANSACTION MAY MAKE A PRESENTATION TO AND RESPOND TO QUESTIONS BY THE AUDIT COMMITTEE OR BOARD OF DIRECTORS BUT MAY NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER. AFTER SUCH PRESENTATION THEY MUST LEAVE THE MEETING DURING DELIBERATION & VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE POLICY FOR DETERMINING TOP MANAGEMENT COMPENSATION WAS VOTED BY THE BOARD AS A PART OF THE "ROLE OF COMMITTEES" DOCUMENT. IT READS AS FOLLOWS: WITHOUT LIMITING THE FOREGOING, IT SHALL BE THE EXECUTIVE COMMITTEE'S RESPONSIBILITY TO EVALUATE THE PERFORMANCE AND THE COMPENSATION OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR ON AN ANNUAL BASIS, SUCH EVALUATIONS TO TAKE PLACE IN EXECUTIVE SESSION. IN ADDITION, AS PART OF ANNUAL BUDGET PROCESS, THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR SHALL SHARE BUDGETED STAFF COMPENSATION PLANS FOR THE FORTHCOMING YEAR. THE EXECUTIVE COMMITTEE MAY ESTABLISH A COMPENSATION SUBCOMMITTEE TO ASSIST IT IN MEETING ITS RESPONSIBILITIES FOR REVIEWING AND RECOMMENDING THE COMPENSATION AND BENEFITS OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR TO THE BOARD. THE RESPONSIBILITIES OF THE SUBCOMMITTEE SHALL CONSIST OF PROVIDING INFORMATION AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE WITH RESPECT TO (1) SELECTION OF AN APPROPRIATE PEER GROUP FOR BENCHMARK COMPARISON PURPOSES, (2) A STRATEGY FOR COMPARING OUR AD/MD COMPENSATION TO ONE ANOTHER AND TO THE PEER GROUP OVER TIME, (3) DEFINING "COMPENSATION AND BENEFITS", (4) COMPARING OUR COMPENSATION TO REPORTED COMPENSATION FOR LIKE POSITIONS AMONG THE PEER GROUP, (5) OVERSEEING FORM 990 REPORTING WITH RESPECT TO MANAGEMENT COMPENSATION, AND (6) EMPLOYMENT AGREEMENT MATTERS. ALL ACTION BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT BOARD MEETING, EXCEPT THAT ARTISTIC DIRECTOR AND MANAGING DIRECTOR PERFORMANCE EVALUATIONS AND COMPENSATION MATTERS SHALL BE DISCUSSED IN EXECUTIVE SESSION. THE COMPENSATION DETERMINATION PROCESS DESCRIBED ABOVE WAS LAST IMPLEMENTED FOR THE MANAGING DIRECTOR AND ARTISTIC DIRECTOR IN 2017 ON FIVE YEAR CONTRACTS, WHICH INCLUDE BUILT IN SALARY ADJUSTMENTS. THE CONTRACTS ARE VALID UNTIL 2022. THE PROCESS ALSO INCLUDED REVIEW BY INDEPENDENT PERSONS OF COMPARABILITY DATA AND BOARD APPROVAL. SUCH APPROVAL WAS DOCUMENTED IN THE MINUTES OF AN EXECUTIVE SESSION OF THE BOARD.THE POLICY FOR DETERMINING TOP MANAGEMENT COMPENSATION WAS VOTED BY THE BOARD AS A PART OF THE "ROLE OF COMMITTEES" DOCUMENT. IT READS AS FOLLOWS: WITHOUT LIMITING THE FOREGOING, IT SHALL BE THE EXECUTIVE COMMITTEE'S RESPONSIBILITY TO EVALUATE THE PERFORMANCE AND THE COMPENSATION OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR ON AN ANNUAL BASIS, SUCH EVALUATIONS TO TAKE PLACE IN EXECUTIVE SESSION. IN ADDITION, AS PART OF ANNUAL BUDGET PROCESS, THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR SHALL SHARE BUDGETED STAFF COMPENSATION PLANS FOR THE FORTHCOMING YEAR. THE EXECUTIVE COMMITTEE MAY ESTABLISH A COMPENSATION SUBCOMMITTEE TO ASSIST IT IN MEETING ITS RESPONSIBILITIES FOR REVIEWING AND RECOMMENDING THE COMPENSATION AND BENEFITS OF THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR TO THE BOARD. THE RESPONSIBILITIES OF THE SUBCOMMITTEE SHALL CONSIST OF PROVIDING INFORMATION AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE WITH RESPECT TO (1) SELECTION OF AN APPROPRIATE PEER GROUP FOR BENCHMARK COMPARISON PURPOSES, (2) A STRATEGY FOR COMPARING OUR AD/MD COMPENSATION TO ONE ANOTHER AND TO THE PEER GROUP OVER TIME, (3) DEFINING "COMPENSATION AND BENEFITS", (4) COMPARING OUR COMPENSATION TO REPORTED COMPENSATION FOR LIKE POSITIONS AMONG THE PEER GROUP, (5) OVERSEEING FORM 990 REPORTING WITH RESPECT TO MANAGEMENT COMPENSATION, AND (6) EMPLOYMENT AGREEMENT MATTERS. ALL ACTION BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT BOARD MEETING, EXCEPT THAT ARTISTIC DIRECTOR AND MANAGING DIRECTOR PERFORMANCE EVALUATIONS AND COMPENSATION MATTERS SHALL BE DISCUSSED IN EXECUTIVE SESSION. THE COMPENSATION DETERMINATION PROCESS DESCRIBED ABOVE WAS LAST IMPLEMENTED FOR THE MANAGING DIRECTOR AND ARTISTIC DIRECTOR IN 2017 ON FIVE YEAR CONTRACTS, WHICH INCLUDE BUILT IN SALARY ADJUSTMENTS. THE CONTRACTS ARE VALID UNTIL 2022. THE PROCESS ALSO INCLUDED REVIEW BY INDEPENDENT PERSONS OF COMPARABILITY DATA AND BOARD APPROVAL. SUCH APPROVAL WAS DOCUMENTED IN THE MINUTES OF AN EXECUTIVE SESSION OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. BOTH THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C: | THE HUDSON VALLEY SHAKESPEARE FESTIVAL, INC. HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR. |