2021-07-07T15:25:25-05:00 2020-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2019-09-01 133613115 THE NEW GROUP INC NEWG 2122443380 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 ADAM BERNSTEIN EXECUTIVE DIRECTOR 2122443380 2021-06-25 1 FREDERICK MARTENS P00298107 2126972299 2019 2022-09-23 18:48:47Z ADAM BERNSTEIN 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 6744096 0 X WWW.THENEWGROUP.ORG X 1991 NY AN ARTIST-DRIVEN COMPANY WITH A COMMITMENT TO DEVELOP AND PRODUCE POWERFUL, CONTEMPORARY THEATER. 29 25 352 35 0 0 3252838 1898089 4587603 4602649 2062 964 76337 138166 7918840 6639868 0 0 0 0 2970354 2984686 0 0 513607 4971183 3481257 7941537 6465943 -22697 173925 1672393 1445588 830744 430014 841649 1015574 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 5576860 4621754 THE NEW GROUP CELEBRATED ITS 25TH ANNIVERSARY DURING THE 2019-2020 SEASON AND CONTINUED ITS MISSION TO DEVELOP AND PRODUCE POWERFUL, CONTEMPORARY THEATER WHILE FACING UNPRECEDENTED CHALLENGES DUE TO THE OUTBREAK OF COVID-19. THE NEW GROUP PRESENTED THREE WORLD-PREMIERE PRODUCTIONS OF TWO MUSICALS AND ONE PLAY: CYRANO ADAPTED AND DIRECTED BY ERICA SCHMIDT WITH MUSIC BY AARON DESSNER AND BRYCE DESSNER (BOTH OF THE GRAMMY AWARD-WINNING BAND THE NATIONAL) AND LYRICS BY MATT BERNINGER (OF THE NATIONAL) AND CARIN BESSER; ONE IN TWO BY DONJA R. LOVE, DIRECTED BY STEVIE WALKER-WEBB; AND BOB & CAROL & TED & ALICE BOOK BY JONATHAN MARC SHERMAN, MUSIC BY DUNCAN SHEIK, LYRICS BY DUNCAN SHEIK AND AMANDA GREEN, MUSICAL STAGING BY KELLY DEVINE AND DIRECTED BY SCOTT ELLIOTT. (SEE SCHEDULE O)BOB & CAROL & TED & ALICE WAS SCHEDULED TO RUN FROM JANUARY 16, 2020 - MARCH 22, 2020, HOWEVER IT CLOSED MARCH 11, 2020 DUE TO THE MANDATORY CLOSURE BY NEW YORK STATE. THE NEW GROUP PAID ALL CONTRACTS FOR CAST AND CREW, THEATER LICENSE AND EQUIPMENT RENTALS IN FULL.THROUGHOUT THE 2019-20 SEASON, THE NEW GROUP RECEIVED 127 UNSOLICITED SUBMISSIONS OF NEW PLAYS VIA OUR WEBSITE AND SOLICITED A FURTHER 230 FROM PLAYWRIGHTS, AGENTS AND DIRECTORS WITH WHOM WE HAD EXISTING RELATIONSHIPS. THE NEW GROUP CURATED, CAST AND PRODUCED 17 READINGS OF NEW PLAYS AND MUSICALS. SIX WERE PRIVATE TABLE READINGS AND 11 WERE PUBLIC READINGS HELD IN-PERSON AND THROUGH ZOOM. THE NEW GROUP'S ANNUAL READING FESTIVAL "FACING THE RISING TIDE" EXPLORED THE THEME OF CLIMATE CHANGE AND WAS HELD ON ZOOM FROM JULY 20-24, 2020. THE NEW GROUP ALSO HELD A WORKSHOP OF THE MUSICAL BLACK NO MORE.THE NEW GROUP'S 2019-20 EDUCATION PROGRAMS INTRODUCED ARTISTICALLY INCLINED HIGH SCHOOL, COLLEGE, AND ADULT STUDENTS TO OUR PROCESS OF CREATING ORIGINAL WORKS AS AN ENSEMBLE, ENCOURAGING THEM TO EXPERIMENT AND TAKE RISKS WITH FORMS OF THEATRICAL EXPRESSION IN AN ENVIRONMENT OF TRUST AND COLLABORATION. THESE PROGRAMS INCLUDE SCENE 1, A FREE AFTER-SCHOOL PROGRAM FOR NEW YORK CITY PUBLIC HIGH SCHOOL STUDENTS, WITH FALL AND SPRING SEMESTERS AND A SUMMER INTENSIVE. THE SPRING 2020 SEMESTER OF SCENE 1 HELD SEVEN CLASSES BEFORE THE COVID-19 SHUTDOWN AND CONDUCTED A FURTHER NINE CLASSES ON ZOOM. THE NEW GROUP CREATED TWO NEW FREE COURSES FOR NEW YORK CITY HIGH SCHOOL STUDENTS DESIGNED FOR ZOOM: MY STORY: TRANSFORMING PERSONAL STORIES FOR COLLEGE APPLICATIONS AND THE MONOLOGUE AUDITION WORKSHOP. THE NEW GROUP HELD FOUR SECTIONS OF MY STORY, TWO IN JULY AND TWO IN AUGUST 2020, AND ONE SECTION OF THE MONOLOGUE AUDITION WORKSHOP. THE NEW GROUP'S PAID FELLOWSHIP PROGRAM FOR UNDERREPRESENTED COMMUNITIES IN THE ARTS TRAINED RECENT GRADUATES IN OUR MARKETING, ARTISTIC AND INCLUSION, DIVERSITY, EQUITY AND ACCESSIBILITY DEPARTMENTS. THE FELLOWSHIPS ENDED EARLY, IN APRIL 2020, DUE TO COVID-19. THE NEW GROUP WELCOMED THE FIRST CLASS OF STUDENTS IN OUR BFA PROGRAM WITH LONG ISLAND UNIVERSITY BROOKLYN. LIKE OUR OTHER PROGRAMS THE STUDENTS CONTINUED WITH REMOTE LEARNING. THE NEW GROUP'S COMMUNITY ENGAGEMENT PROGRAMS INCLUDE THE PANEL DISCUSSION SERIES NEW GROUP NOW: WHERE ART MEETS OUR PRESENT CULTURE, WHERE A PANEL OF ARTISTS, ACTIVISTS AND EXPERTS DISCUSSED TOPICS INSPIRED BY OUR THREE PRODUCTIONS AND THE CLIMATE CHANGE READING FESTIVAL. THE CLIMATE CHANGE READING FESTIVAL OCCURRED IN PARTNERSHIP WITH THE NATURAL RESOURCES DEFENSE COUNCIL. IN ADDITION TO THE PANEL DISCUSSION, THEY ORGANIZED TALKBACKS BETWEEN THE PLAYWRIGHTS AND CLIMATE CHANGE ACTIVISTS AND EXPERTS. THE NEW GROUP ALSO WORKED WITH COMMUNITY-BASED ORGANIZATIONS TO PROVIDE THEIR CONSTITUENTS WITH FREE AND SUBSIDIZED TICKETS TO OUR PRODUCTIONS. BEGINNING IN MAY 2020, THE NEW GROUP HELD A FREE CONVERSATION SERIES WITH ARTISTS ENTITLED "WHY WE DO IT" TO DISCUSS THE STATE OF THE INDUSTRY AND THEIR HOPES FOR THE FUTURE. BEGINNING IN JULY 2020, THE NEW GROUP HELD READINGS ON ZOOM OF FIVE ICONIC PRODUCTIONS FROM THE COMPANY'S HISTORY. A PORTION OF THE PROCEEDS RAISED FROM EACH READING WENT TO THE FOLLOWING CHARITIES: GIRL BE HEARD, THE SEE LIGHTING FOUNDATION, RACE FORWARD, CITY HARVEST AND CENTER FOR CONSTITUTIONAL RIGHTS. 5576860 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 33 0 1 352 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 25 1 0 0 0 0 0 0 1 1 0 0 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 JOHN GREENWOOD TREASURER AND SECRETARY 1.00 X X 0 0 0 SCOTT ELLIOTT ARTISTIC DIRECTOR 40.00 X X 203936 0 10332 ADAM BERNSTEIN EXECUTIVE DIRECTOR 40.00 X X 152041 0 3260 PETER C ALKALAY BOARD MEMBER 1.00 X 0 0 0 THOMAS BRADSHAW 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 JAY MARGOLIS BOARD MEMBER 1.00 X 0 0 0 KATHLEEN MARSAL BOARD MEMBER 1.00 X 0 0 0 LISA MATLIN 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 CAROLE PIWNICA BOARD MEMBER 1.00 X 0 0 0 CHRISTINA KOPEC ROONEY 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 ALEX SARIAN 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 1875 0 0 BARBARA SLOAN 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 357852 0 13592 2 0 1 0 HUDSON SCENIC STUDIO PO BOX 817 YONKERS NY 10702 SCENERY FABRICATION 192447 AKA NYC LIMITED 321 W 44TH STREET SUITE 401 NEW YORK NY 10036 ADVERTISING 107419 2 645402 28000 1224687 178763 1898089 ENHANCEMENT AND CO-PRO 711110 2401561 2401561 THEATRE TICKET SALES 711110 1911309 1911309 SUBSCRIPTION SALES 711110 229779 229779 WORKSHOP PRODUCTION FE 711110 60000 60000 4602649 964 964 13595 13595 104228 645402 104228 0 INSURANCE PROCEEDS 900099 100000 100000 MISCELLANEOUS INCOME 900099 24571 19105 5466 124571 6639868 4621754 0 120025 356086 192058 96931 67097 2031979 1739054 93564 199361 91878 74293 7453 10132 252381 204093 20295 27993 252362 203985 20194 28183 28663 24995 3668 24497 24497 555983 550983 5000 417911 417911 44775 38294 3801 2680 869325 711928 65702 91695 10628 10628 33499 15182 7646 10671 15574 15574 PRODUCTION COSTS 1289340 1289340 MISCELLANEOUS 70758 32078 16151 22529 CAPITAL CAMPAIGN COSTS 50025 50025 BENEFIT EVENT EXPENSES 48266 48266 22013 22013 6465943 5576860 375476 513607 474883 663060 385108 384973 135590 117244 8138 423422 52470 154580 64171 114220 90409 131032 137432 1672393 1445588 352603 215158 478141 18845 158344 0 37667 830744 430014 X 590275 823925 251374 191649 841649 1015574 1672393 1445588 173925 0 X 0 1 X 1 0 X 1738894 1497040 4270482 3252838 1898089 12657343 1738894 1497040 4270482 3252838 1898089 12657343 4973707 7683636 23289 44729 27226 35610 14559 145413 23108 43405 35475 42789 124571 269348 13072104 17491893 0.58780 0.60430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18902 4214 14688 135678 59957 75721 90409 SECURITY DEPOSITS 137432 137432 DEFERRED RENT 37667 37667 6694635 54767 54767 6639868 0 6639868 6520710 54767 54767 6465943 0 6465943 ANNUAL GALA 749630 645402 104228 75628 21692 6908 749630 645402 104228 75628 21692 6908 104228 0 X X X X 0 0 0 0 0 0 0 0 0 SCOTT ELLIOTT ARTISTIC DIRECTOR 203936 0 0 0 0 0 4060 0 6272 0 214268 0 0 0 ADAM BERNSTEIN EXECUTIVE DIRECTOR 152041 0 0 0 0 0 0 0 3260 0 155301 0 0 0 AKA NYC LIMITED COMPANY OF BOARD MEMBER SCOTT A. MOORE 107419 DURING FISCAL YEAR 2020, THE ORGANIZATION PAID THE COMPANY FOR ADVERTISING SERVICES, AND REIMBURSEMENT FOR MATERIALS AND ADVERTISING PLACEMENTS. 0 SHEA THEATRICALS COMPANY OF BOARD MEMBER JANA SHEA 75000 DURING FISCAL YEAR 2020, THE ORGANIZATION RECEIVED ENHANCEMENT INCOME TOTALING $75,000 FROM THE COMPANY FOR ONE OF THE NEW GROUP'S PRODUCTIONS. 0 X DEBT FORGIVENESS 2 178763 VENDOR BALANCES FORG 0 0 0 0 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.