2022-10-11T23:36:05-05:00 2021-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2021-01-01 131893906 AMERICAN THEATRE WING INC AMER 2127650606 230 WEST 41ST STREET 1101 NEW YORK NY 100367207 HEATHER A HITCHENS PRESIDENT AND CEO 2127650606 2022-10-04 1 HEATHER HITCHENS 999009999 FREDERICK MARTENS P00298107 2126972299 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HEATHER A HITCHENS 230 WEST 41ST STREET 1101 NEW YORK NY 100367207 3517641 0 X WWW.AMERICANTHEATREWING.ORG X 1952 NY THE FURTHERANCE OF EXCELLENCE IN THE THEATRE ARTS. 30 30 14 44 0 0 2913701 2381549 10779 0 291244 509542 15139 3043 3230863 2894134 802508 602873 0 0 1248047 1218059 14938 27000 308840 858329 988166 2923822 2836098 307041 58036 13493057 14927414 306747 1032252 13186310 13895162 X THE FURTHERANCE OF EXCELLENCE IN THE THEATRE ARTS THROUGH MEDIA INITIATIVES, EDUCATIONAL PROGRAMS AND GRANTING AWARDS. 0 0 2012366 602873 2355 DURING THE 2020/2021 SEASON, ATW CONTINUED TO DEVELOP THE NEXT GENERATION OF THEATRE ARTISTS BY INVESTING IN THE GROWTH AND EVOLUTION OF THE AMERICAN THEATR BOTH ON STAGE AND BEHIND THE SCENES. ATW BEGAN ITS SIXTH YEAR OF THE ANDREW LLOYD WEBBER INITIATIVE, A NATIONAL DIVERSITY, EQUITY AND INCLUSION PROGRAM THAT CREATES THEATRE EDUCATION OPPORTUNITIES FOR UNDERSERVED STUDENTS THROUGH CLASSROOM GRANTS, TRAINING SCHOLARSHIPS, AND UNIVERSITY SCHOLARSHIPS. IN ADDITION, ATW PARTNERED WITH THE NEA FOR A FOURTH YEAR OF THE MUSICAL THEATRE SONGWRITING CHALLENGE PROVIDING MENTORSHIPS TO HIGH SCHOOL SONGWRITERS PURSUING MUSICAL THEATRE. BOTH OF THESE PROGRAMS HAVE ALLOWED ATW TO CREATE A STRONGER, MORE INCLUSIVE AND EQUITABLE PIPELINE TO CAREERS IN THEATRE THAT EXTENDS TO OUR PROFESSIONAL DEVELOPMENT TRAINING PROGRAMS, WHICH WERE ADAPTED TO A DIGITAL AND NATIONAL FORMAT DUE TO COVID-19 (MASTER CLASS, THE NETWORK, AND SPRINGBOARD TO DESIGN), GRANTS (JONATHAN LARSON GRANTS), AND AWARDS (TONY AWARDS AND OBIE AWARDS); SERVING EMERGING THEATRE PROFESSIONALS AT THE CRITICAL JUNCTURE OF THEIR ACADEMIC AND PROFESSIONAL LIVES. THROUGH THIS ENTIRE ARC OF SUPPORT, THE ORGANIZATION CONTINUED TO INCREASE ITS AUDIENCE THROUGH ITS MEDIA PROGRAMMING, INCLUDING "WORKING IN THE THEATRE," WHICH HAS GARNERED MULTIPLE NATIONAL AWARDS, AND SHARES INSIGHT INTO THE PROCESS OF CREATING GREAT THEATRE. ENGAGEMENT WITH THE PUBLIC ALSO EXTENDS THROUGH BOTH THE TONY AND OBIE AWARDS, OFF - BROADWAY'S HIGHEST HONOR. JUST AS THE TONY AWARDS HAS A LIVE TELECAST, ATW HAS IMPLEMENTED A LIVESTREAM FOR THE OBIE AWARDS, BRINGING NYC THEATRE INTO MILLIONS OF HOMES ACROSS THE NATION, AND WORLD. THROUGH THESE EFFORTS, ATW CREATES ACCESS, EDUCATION, AND DEVELOPMENT OPPORTUNITIES FOR STUDENTS, THEATRE PROFESSIONALS, AND AUDIENCE MEMBERS, CREATING A MORE INCLUSIVE AMERICAN THEATRE. 2012366 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 75 0 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 2127650606 230 WEST 41ST STREET 1101 NEW YORK NY 100367207 EMILIO SOSA CHAIR 5.00 X X 0 0 0 DALE CENDALI VICE CHAIR 5.00 X X 0 0 0 PATRICIA CROWN VICE CHAIR 5.00 X X 0 0 0 JAMES HIGGINS VICE CHAIR 5.00 X X 0 0 0 LATANYA RICHARDSON JACKSON VICE CHAIR 5.00 X X 0 0 0 LEE H PERLMAN VICE CHAIR 5.00 X X 0 0 0 NADINE WONG VICE CHAIR 5.00 X X 0 0 0 PAMELA D ZILLY TREASURER 5.00 X X 0 0 0 NATASHA KATZ SECRETARY 5.00 X X 0 0 0 MARK J ABRAHAMS BOARD MEMBER 2.00 X 0 0 0 PAMELA BELL BOARD MEMBER 2.00 X 0 0 0 BINTA NIAMBI BROWN BOARD MEMBER 2.00 X 0 0 0 DAVID BROWN BOARD MEMBER 2.00 X 0 0 0 TED CHAPIN BOARD MEMBER 2.00 X 0 0 0 LIZ CLAMAN BOARD MEMBER 2.00 X 0 0 0 ROBYN COLES BOARD MEMBER 2.00 X 0 0 0 DASHA EPSTEIN BOARD MEMBER 2.00 X 0 0 0 CYNTHIA ERVIO BOARD MEMBER 2.00 X 0 0 0 PHILIP M GETTER BOARD MEMBER 2.00 X 0 0 0 SONDRA GILMAN BOARD MEMBER 2.00 X 0 0 0 LAWRENCE OTIS GRAHAM BOARD MEMBER 2.00 X 0 0 0 FRED P HOCHBERG BOARD MEMBER 2.00 X 0 0 0 DAVID HENRY HWANG BOARD MEMBER 2.00 X 0 0 0 KENNY LEON BOARD MEMBER 2.00 X 0 0 0 LUCY LIU BOARD MEMBER 2.00 X 0 0 0 WILLIAM IVEY LONG BOARD MEMBER 2.00 X 0 0 0 MICHAEL P PRICE BOARD MEMBER 2.00 X 0 0 0 JUDTIH A RUBIN BOARD MEMBER 2.00 X 0 0 0 JANE FEARER SAFER BOARD MEMBER 2.00 X 0 0 0 PETER SCHNEIDER BOARD MEMBER 2.00 X 0 0 0 EVAN SHAPIRO BOARD MEMBER 2.00 X 0 0 0 MARVA A SMALLS BOARD MEMBER 2.00 X 0 0 0 LUZ TOWNS-MIRANDA BOARD MEMBER 2.00 X 0 0 0 HOWARD WOLFSON BOARD MEMBER 2.00 X 0 0 0 HEATHER A HITCHENS PRESIDENT/CEO 40.00 X 339357 0 33881 IAN WEISS SENIOR DIR. DIGITAL CONTENT 40.00 X 107827 0 18945 447184 0 52826 2 0 1 0 0 628750 397990 1354809 255793 2381549 475911 475911 657138 623507 33631 33631 33631 0 628750 0 0 2355 0 2355 2355 MISCELLANEOUS REVENUE 900099 688 688 688 2894134 2355 0 510230 X 421902 421902 173371 173371 7600 7600 381402 313090 18723 49589 610465 426201 58424 125840 163269 118611 13866 30792 62923 46732 4958 11233 24343 24343 120530 120530 27000 27000 62759 62759 307981 209913 98068 21486 17271 281 3934 28995 23620 2942 2433 186828 131867 17777 37184 35560 10844 20638 4078 35489 26357 2796 6336 28202 20945 2222 5035 DIRECT PRODUCTION COSTS 102769 61859 37130 3780 BAD DEBT EXPENSE 29416 29416 SPECIAL PUBLICATIONS 2005 2005 FUNDRAISING EVENTS 1563 1563 240 178 19 43 2836098 2012366 514892 308840 1540342 1746824 22452 22457 664500 412912 16641 2482 140150 140597 652561 544161 132297 108400 10892230 12409297 16134 16134 68311 68311 13493057 14927414 138191 403599 0 496786 168556 131867 306747 1032252 X 11374427 12089382 1811883 1805780 13186310 13895162 13493057 14927414 58036 650816 0 X 0 1 X 1 0 X 2777084 2283112 459210 2913701 2381549 10814656 2777084 2283112 459210 2913701 2381549 10814656 1554686 9259970 317710 348542 187948 228850 475911 1558961 1451 3089 710 10998 688 16936 12390553 1705523 0.74730 0.72730 X PART II COLUMN (C) THE ORGANIZATION CHANGED ITS YEAR END FROM SEPTEMBER 30 TO DECEMBER 31, EFFECTIVE DECEMBER 31, 2019. ACCORDINGLY, SCHEDULE A, PART II, COLUMN (C) REFLECTS INFORMATION FROM THE SHORT YEAR OCTOBER 1, 2019 TO DECEMBER 31, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 201707 21696 10000 213403 0.94520 0.05480 0 0 341743 242519 99224 159628 150452 9176 151190 151190 0 108400 DEFERRED RENT 131867 131867 3482191 650816 650816 2831375 62759 62759 2894134 2773339 0 2773339 62759 62759 2836098 PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUND ARE INTENDED TO SUPPORT A CAREER ADVANCEMENT FELLOWSHIP. 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) PRODUCTION OF DRAMA AND/OR MUSICAL THEATRE 7600 CHECK 0 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 BRYONY ROMER 439 2ND ST 5 BROOKYLN NY 11215 FUNDRAISING CONSULTING 0 400000 27000 373000 400000 27000 373000 NY ANNUAL GALA 628750 628750 628750 628750 1 AMERICAN FRIENDS OF THE LONDON ACADEMY OF MUSIC & DRAMATIC ARTS 121 WEST 36TH STREET SUITE 430 NEW YORK NY 10018 550879459 501(C)3 13333 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE BALDWIN WALLACE UNIVERSITY 275 EASTLAND ROAD BEREA OH 44017 340714629 501(C)3 5975 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON STREET MS-921 O BOSTON MA 02215 042300472 501(C)3 28530 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE BRONX CHARTER SCHOOL FOR THE ARTS 950 LONGFELLOW AVE BRONX NY 10474 010727280 501(C)3 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE CARNEGIE MELLON UNIVERSITY 5000 FORBES AVE PITTSBURGH PA 15213 250969449 501(C)3 6050 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE COWETA COUNTY SCHOOL SYSTEM BOARD OF EDUCATION PO BOX 280 NEWNAN GA 30264 586000219 N/A 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE DALLAS INDEPENDENT SCHOOL DISTRICT 9400 N CENTRAL EXPWY DALLAS TX 75231 756001278 N/A 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE DEPAUL UNIVERSITY 1 E JACKSON BLVD STE 9100 CHICAGO IL 60614 362167048 501(C)3 7600 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE DOWNEY UNIFIED SCHOOL DISTRICT 11627 BROOKSHIRE AVENUE DOWNEY CA 90241 956006586 N/A 8353 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 17022 231352632 501(C)3 5100 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE EMERSON COLLEGE OFFICE OF STUDENT ACCOUNTS OFFICE OF STUDENT ACCOUNTS BOSTON MA 02116 041286950 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE FORDHAM UNIVERSITY ATTN ENROLLMENT SERVICES THEBAUD HALL 441 E FORDHAM RD BRONX NY 10458 131740451 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE HOWARD UNIVERSITY OFFICE OF THE BURSAR 2400 6TH WASHINGTON DC 20059 530204707 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE LAKE RIDGE NEW TECH SCHOOLS 6111 W RIDGE ROAD GARY IN 46408 356006209 N/A 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE NEW YORK CITY DEPARTMENT OF EDUCATION 52 CHAMBERS ST NEW YORK NY 10007 136400434 N/A 21685 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE NEW YORK UNIVERSITY 105 E 17TH ST 4TH FL NEW YORK NY 10003 135562308 501(C)3 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE NORTHEASTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)3 7500 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE NORTHWESTERN UNIVERSITY STUDENT FINANCIAL SERVICES 354 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE PACE UNIVERSITY 861 BEDFORD RD PLEASANTVILLE NY 10570 135562314 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE REGENTS OF THE UNIVERSITY OF MICHIGAN 2500 STUDENT ACTIVITIES BUILDING ANN ARBOR MI 48109 386006309 501(C)3 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA 8865 SW 16 STREET MIAMI FL 33165 596000572 N/A 12718 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE SOUTHERN METHODIST UNIVERSITY PO BOX 750181 DALLAS TX 75275 750800689 501(C)3 5500 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE TAOS MUNICIPAL SCHOOLS 310 CAMINO DE LA PLACITA TAOS NM 87571 856000179 N/A 12848 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE UNIVERSITY OF CINCINNATI SPONSORED STUDENT ACCOUNTS PO BOX 210140 CINCINNATI OH 45221 316000989 N/A 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE UNIVERSITY OF HOUSTON ATTN SCHOLARSHIPS AND FINANCING PO BOX 1426 HOUSTON TX 772511426 746001399 N/A 7500 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS C/O FINANCIAL AID OFFICE 1533 SOUTH MAIN ST WINSTONSALEM NC 27127 566065273 N/A 30000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE UNIVERSITY OF OKLAHOMA 1000 ASP AVENUE ROOM 105 NORMAN OK 73019 731377584 N/A 8050 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE UNIVERSITY OF SOUTHERN CALIFORNIA USC FINANCIAL AID OFFICE ATTN 700 CHILDS WAY JHH325 CHILDS WAY CA 90089 951642394 501(C)3 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE WESLACO INDEPENDENT SCHOOL DISTRICT 312 W 5TH STREET WESLACO TX 78596 746002548 N/A 6160 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE WEST NEW YORK BOARD OF EDUCATION 6028 BROADWAY WEST NEW YORK NJ 07083 226002395 N/A 20000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE WESTERN CAROLINA UNIVERSITY WCU FINANCIAL AID OFFICE 105 1 UNIVERSITY DRIVE CULLOWHEE NC 28723 566001440 N/A 10000 0 PRODUCTION OF DRAMATIC AND /OR MUSICAL THEATRE 17 14 PRODUCTION OF DRAMATIC AND/OR MUSICAL THEATRE 11 80362 COMPOSER, LYRICISTS & BOOK WRITERS GRANTS 24 93009 PART I, LINE 2: ATW AWARDED GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS WHOSE PRIMARY ACTIVITIES CENTER ON THE PRODUCTION OF DRAMATIC AND/OR MUSICAL THEATRE. APPLICANTS MUST PURSUE A CLEARLY DEFINED MISSION, PRODUCE AT LEAST 5 CONSECUTIVE SEASONS, HAVE PLANS FOR AN UPCOMING SEASON, AND BE INCORPORATED BETWEEN 1997 AND 2007. IN ADDITION, A COPY OF THE MOST RECENT FINANCIAL AUDIT AND IRS FORM 990 MUST BE SUBMITTED. ATW AWARDED GRANTS TO PUBLIC SCHOOLS, INCLUDING ELEMENTARY, MIDDLE, AND HIGH SCHOOL THEATRE PROGRAMS. APPLICANTS MUST DEMONSTRATE FINANCIAL NEED, PROVIDE A SIGNED LETTER OF SUPPORT FROM THE SCHOOL ADMINISTRATION PLEDGING TO USE THE FUNDS AS DESIGNATED. RECIPIENTS MUST SUBMIT A FINAL REPORT, INCLUDING A NARRATIVE AND FINANCIAL REPORT DETAILING HOW ALL GRANT FUNDS WERE EXPENDED AS DETAILED IN THE COUNTERSIGNED GRANT AGREEMENT. THIS PAST YEAR, ATW GRANTED SCHOLARSHIPS TO NOT-FOR-PROFIT THEATRE TRAINING PROGRAMS AND UNIVERSITIES FOR TRAINING AND UNIVERSITY SCHOLARSHIP RECIPIENTS. THE STUDENT AND PARENT ARE IN DIRECT COMMUNICATION WITH ATW AND THE PROGRAM OFFICER AT THE DESIGNATED PROGRAM. THE TRAINING PROGRAMS MUST PROVIDE PROOF OF ATTENDANCE UPON REQUEST TO ATW AS MENTIONED IN THE SIGNED AWARD LETTER. UPON COMPLETION OF THE PROGRAM, STUDENTS ARE REQUIRED TO SUBMIT A FEEDBACK REPORT ON THEIR EXPERIENCE AT THE PROGRAM. FOR THE UNIVERSITY SCHOLARSHIPS, STUDENTS MUST DEMONSTRATE FINANCIAL NEED AS DETERMINED THROUGH THE FEDERAL APPLICATION FOR STUDENT AID OR FAFSA. UNIVERSITIES WILL PROVIDE PROOF OF ATTENDANCE AS WELL AS MAINTAINED GPA MINIMUM REQUIREMENTS. STUDENTS ARE REQUIRED TO FILL OUT AN ANNUAL REPORT PROVIDING COPIES OF COURSES TAKEN, GPA, PROOF OF MAJOR, EXTRACURRICULAR ACTIVITIES, ETC. ATW ALSO DISTRIBUTES GRANTS TO THE INDIVIDUALS WHO DEMONSTRATE COMMITMENT AND DEDICATION TO A CAREER IN A THEATER. THE BOARD APPROVED GRANTS COMMITTEES MONITORS AND OVERSEES EACH OF THESE PANEL PROCESSES. X X X 0 0 0 0 0 0 0 0 0 HEATHER A HITCHENS PRESIDENT/CEO 339357 0 0 0 0 0 0 0 33881 0 373238 0 0 0 X 6 255793 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY ATW'S FINANCIAL MANAGEMENT, THE CEO, AND THE AUDIT COMMITTEE, AND IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS AND KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION AND COMPLETE AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT/CEO IS APPROVED BY THE BOARD. COMPENSATION IS GENERALLY BASED ON INDUSTRY STANDARDS, AND COMPARATIVE DATA OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FULL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE NEW YORK STATE CHARITIES BUREAU WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL & CONSULTING FEES: PROGRAM SERVICE EXPENSES 55,524. MANAGEMENT AND GENERAL EXPENSES 98,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,592. HONORARIA: PROGRAM SERVICE EXPENSES 154,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,389. TONY AWARD PRODUCTIONS(A PARTNERSHIP OF TWO NOT-FOR-PROFIT ORGANIZATIONS) 234 W 44 STREET NEW YORK NY 10036 PRODUCING AN ANNUAL "TONY AWARD" EVENT NY N/A N/A 50 JOINT VENTURE 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TONY AWARD PRODUCTIONS D 611888 AMOUNT OF LOAN MADE TONY AWARD PRODUCTIONS S 611888 AMOUNT OF LOAN REPAYMENT