2021-11-08T10:19:40-06:00 2020-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2020-01-01 046002993 JACOB'S PILLOW DANCE FESTIVAL INC JACO 4132439919 358 GEORGE CARTER ROAD BECKET MA 01223 PAMELA TATGE CEO 4132439919 2021-11-03 1 PAMELA TATGE 999009999 PATRICIA MCGOWAN P00184514 9592007000 2021-11-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAMELA TATGE 358 GEORGE CARTER ROAD BECKET MA 01223 8375470 0 X WWW.JACOBSPILLOW.ORG X 1941 MA TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION, AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. 30 29 78 0 0 0 9760445 7655340 2762946 129345 678781 -33469 159387 8305 13361559 7759521 74858 25210 0 0 3190099 2221665 20432 41850 856994 4874910 3099932 8160299 5388657 5201260 2370864 37023372 41117765 401223 983155 36622149 40134610 X TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION, AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. 0 0 2794227 30511 PRESENTATION AND ARTIST SUPPORTVIRTUAL PILLOWIN 2020 JACOB'S PILLOW WAS FORCED TO CANCEL ITS ANNUAL FESTIVAL IN RESPONSE TO THE COVID-19 PANDEMIC. TO SERVE OUR CONSTITUENTS AND MEET THE VISION OF JACOB'S PILLOW DURING THIS CHALLENGING TIME, WE LAUNCHED VIRTUAL PILLOW IN APRIL, AN ONLINE PLATFORM THAT HAS BEEN AN INDISPENSABLE TOOL IN CONNECTING CURRENT AND NEW AUDIENCES TO THE QUINTESSENTIAL JACOB'S PILLOW EXPERIENCE. WEEKLY PRESENTATIONS BETWEEN APRIL AND JUNE GAVE WAY TO AN EIGHT-WEEK FESTIVAL IN JULY AND AUGUST THAT INCLUDED PERFORMANCES, FAMILY WORKSHOPS, MASTER CLASSES, AND PILLOWTALKS. THESE PROGRAMS WERE ALL OFFERED ONLINE FOR FREE, ALLOWING FOR ARTISTS, AUDIENCES, STUDENTS, AND EVERYONE WHO NORMALLY WOULD BE ON OUR GROUNDS IN-PERSON, TO STILL ENJOY THE PILLOW AS THE CROSSROADS OF DANCE. COMPANIES PRESENTED INCLUDED: LIMON DANCE COMPANY; CIRCA; RONALD K. BROWN / EVIDENCE; ROYAL DANISH BALLET; DANCE THEATRE OF HARLEM; BEREISHIT DANCE COMPANY; TERO SAARINEN COMPANY & THE BOSTON CAMERATA; AND AND STILL YOU MUST SWING" BY DORMESHIA, DERICK K. GRANT, AND JASON SAMUELS SMITH. OUR VIRTUAL FESTIVAL EVENTS GARNERED 61,685 VIEWS AND WE HAVE 2,834 NEW SUBSCRIBERS TO OUR VIRTUAL PILLOW VIEWS E-NEWSLETTER, WHICH FEATURES NEW PODCAST EPISODES AS WELL AS CONTENT AND PLAYLISTS ADDED TO JACOB'S PILLOW DANCE INTERACTIVE EACH MONTH. ON AVERAGE, 80% OF REGISTRANTS FOR EACH VIRTUAL PILLOW EVENT WERE BRAND NEW TO OUR DATABASE.THE PILLOW LAB IS AN IMMERSIVE RESIDENCY PROGRAM THAT PROVIDES FINANCIAL SUPPORT, ARCHIVAL AND RESEARCH RESOURCES, AND UNRESTRICTED USE OF THE PILLOW'S STATE-OF-THE-ART FACILITIES. IN OCTOBER 2020 WE RESUMED BRINGING DANCERS ON CAMPUS IN PILLOW LAB RESIDENCIES USING COVID-COMPLIANT PROCEDURES AND PROTOCOLS AFTER SHUTTING DOWN THE LAB IN FEBRUARY 2020. WE FEEL A DEEP RESPONSIBILITY TO DO ALL WE CAN TO ACCOMMODATE ARTISTS AND BRING THEM TOGETHER WITH 24/7 STUDIO ACCESS PLUS LODGING, FOOD, AND FINANCIAL SUPPORT. EACH LAB CULMINATES IN A BRIEF MINI-DOCUMENTARY, PART OF A NEW SERIES CALLED INSIDE THE PILLOW LAB. IN 2020 WE HOSTED SEVEN LABS WITH THE FOLLOWING ARTISTS: MILKA DJORDJEVICH; ASZURE BARTON; BRIAN BROOKS; KYLE ABRAHAM; EMILY JOHNSON; SHAMEL PITTS; AND DORRANCE DANCE. 288260 25210 94723 EDUCATION:THE SCHOOL AT JACOB'S PILLOW PROVIDES UNPARALLELED OPPORTUNITIES FOR EMERGING PROFESSIONAL DANCERS. SCHOOL FACULTY ARE NOT ONLY ACCOMPLISHED EDUCATORS, THEY ARE ALSO WORKING ARTISTS. DESPITE BEING UNABLE TO GATHER WITHIN THE JACOB'S PILLOW STUDIOS IN 2020, SMALL GROUPS OF DANCERS WERE CONVENED ONLINE WITHIN OUR "ON-SCREEN" STUDIOS FOR FOUR PROGRAMS OF THE SCHOOL: CONTEMPORARY BALLET, CONTEMPORARY, STREET & CLUB DANCE STYLES, AND THE ANN AND WESTON HICKS CHOREOGRAPHY FELLOWS PROGRAM. EACH PROGRAM CREATIVELY ENGAGED STUDENTS IN MULTIPLE CHOREOGRAPHIC PROCESSES, MINING THE PHYSICALITY POSSIBLE WITHIN THEIR AVAILABLE SPATIAL ENVIRONMENTS, AND EVOLVING THEIR VISION OF THEMSELVES AS DANCE ARTISTS. THE ONLINE SESSION OF THE SCHOOL ALSO FEATURED A MASTER CLASS SERIES, WHICH FOR THE FIRST TIME WAS OPEN TO DANCERS WORLDWIDE, LED BY INTERNATIONALLY ACCLAIMED ARTISTS. THIS SERIES WAS INCREDIBLY POPULAR ATTRACTING AN AVERAGE OF 200 PARTICIPANTS PER CLASS EACH WEEK. A TOTAL OF 69 DANCE ARTISTS FROM 9 COUNTRIES PARTICIPATED IN THE SCHOOL IN 2020 WITH 54% RECEIVING SCHOLARSHIP SUPPORT. 232513 34622 COMMUNITY ENGAGEMENT:MANY OF OUR COMMUNITY ENGAGEMENT PROGRAMS, WHILE TIED TO THE PILLOW, ARE NOT DEPENDENT ON THE FESTIVAL, SO WE ARE CONTINUING OUR COMMUNITY ENGAGEMENT WORK VIRTUALLY. WE ARE COMMISSIONING A VIRTUAL WORK TO BE CREATED ON LOCAL DANCERS BY BOSTON-BASED CHOREOGRAPHER MAR PARILLA THAT WILL CULMINATE AT FESTIVAL 2021. AS PART OF THE ARTISTS AT WORK PILOT PROGRAM, MODELED AFTER THE DEPRESSION-ERA WPA PROGRAM, THE PILLOW IS WORKING WITH ARTIST AND CHOREOGRAPHER DANTE BROWN AND PITTSFIELD-BASED NON-PROFIT ROOTS RISING ON QUESTIONS OF FOOD INSECURITY/SUSTAINABILITY AND "SUSTAINABILITY" OF MIND, BODY, AND SPIRIT FOR MARGINALIZED COMMUNITIES. 3315000 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 78 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NJ CA CT DC FL IL MS NC PA TN X PAMELA TATGE 4132439919 358 GEORGE CARTER ROAD BECKET MA 01223 ABBIE M STRASSLER TRUSTEE 0.40 X 0 0 0 AMBER JU TRUSTEE 0.20 X 0 0 0 CALVIN ROYAL III TRUSTEE 0.20 X 0 0 0 CAREN ROSEMAN TRUSTEE 0.20 X 0 0 0 CHRISTOPHER JONES CHAIR 2.00 X X 0 0 0 CLAUDIA PERLES OUTGOING TRUSTEE 0.20 X 0 0 0 DIANE B PATRICK OUTGOING TRUSTEE 0.20 X 0 0 0 EILEEN ROMINGER TREASURER 1.00 X X 0 0 0 ELAINE WOLBROM TRUSTEE 0.20 X 0 0 0 FRANK A CORDASCO TRUSTEE 0.20 X 0 0 0 HANK ALPERT TRUSTEE 0.20 X 0 0 0 JEFFREY PAGE TRUSTEE 0.20 X 0 0 0 JENNIE A KASSANOFF PRESIDENT 1.00 X X 0 0 0 JOAN HUNTER TRUSTEE 1.00 X 0 0 0 JOHN STUDZINSKI TRUSTEE 0.20 X 0 0 0 KYLE ABRAHAM TRUSTEE 0.20 X 0 0 0 MARK A LEAVITT TRUSTEE 0.40 X 0 0 0 MARK SENA TRUSTEE 0.20 X 0 0 0 MARK WILLIAMS TRUSTEE 0.20 X 0 0 0 MICHAEL MILLER TRUSTEE 0.20 X 0 0 0 NANCY FELLER SECRETARY 1.00 X X 0 0 0 NANCY K KALODNER OUTGOING TRUSTEE 0.20 X 0 0 0 NURIT AMDUR OUTGOING TRUSTEE 0.20 X 0 0 0 PAMELA TATGE CEO & ARTISTIC DIRECTOR 50.00 X X 205699 0 25591 RANNY COOPER TRUSTEE 0.20 X 0 0 0 REGGIE WILSON TRUSTEE 0.20 X 0 0 0 SANDRA BURTON TRUSTEE 0.40 X 0 0 0 SARAH EUSTIS TRUSTEE 0.20 X 0 0 0 SIENNA PATTI TRUSTEE 0.20 X 0 0 0 STEPHEN BERENSON TRUSTEE 0.20 X 0 0 0 STEPHEN M WEINER TRUSTEE 0.20 X 0 0 0 WENDY A MCCAIN TRUSTEE 0.20 X 0 0 0 WENDY WHELAN TRUSTEE 0.20 X 0 0 0 YUKI COHEN TRUSTEE 0.20 X 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 50.00 X 133558 0 18648 ROBERT BRAININ DIRECTOR OF FINANCE 11/20 50.00 X 17605 0 1834 INA CLARK DIRECTOR OF PHILANTHROPY 50.00 X 119072 0 7951 475934 0 54024 3 0 1 0 FLANSBURGH 70 NORTH WASHINGTON ST BOSTON MA 02114 ARCHITECTURAL SERVICES 474248 ROBERT HALF 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 PROFESSIONAL SERVICES 201267 NEL SHELBY PRODUCTIONS 5900 ARLINGTON AVE 5B BRONX NY 10471 VIDEO PRODUCTION SERVICES 128900 3 393850 7261490 679151 7655340 DANCE SCHOOL 611600 94723 94723 TOUR PRODUCTION 711120 34622 34622 129345 557215 557215 590684 -590684 -590684 -590684 3059 25265 -22206 -22206 MISCELLANEOUS INCOME 900099 21511 21511 QUALIFIED SPONSORSHIP 541800 9000 9000 30511 7759521 159856 0 -55675 X 25210 25210 402936 249715 57693 95528 1453599 903250 206888 343461 331680 201318 49681 80681 33450 20303 5010 8137 12876 6480 4907 1489 6753 3399 2573 781 45899 23100 17491 5308 41850 41850 1372079 846464 417249 108366 77505 50666 8676 18163 164243 101515 24154 38574 18784 14882 412 3490 14852 11766 326 2760 694905 660160 17373 17372 155714 12714 137449 5551 PRODUCTION COSTS/OTHER 218839 113107 85657 20075 BAD DEBTS 166521 166521 EQUIPMENT 109804 70951 14603 24250 FUNDRAISING EXPENSES 41158 41158 5388657 3315000 1216663 856994 3408089 5479484 218804 1106021 4021824 3961076 68034 23295 47347 52229 85183 40001 20601208 8045222 12997024 12555986 16177067 17899673 37023372 41117765 322173 300879 79050 107276 0 575000 401223 983155 X 14946307 15061465 21675842 25073145 36622149 40134610 37023372 41117765 2370864 1185342 -43746 0 X X 0 1 X 1 0 X 5275542 6136245 4540673 9760445 7655340 33368245 5275542 6136245 4540673 9760445 7655340 33368245 6393132 26975113 296535 479360 571352 576303 557215 2480765 351832 378274 170956 265030 30511 1196603 37045613 11533574 0.72820 0.67300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2016 AMOUNT: $ 90,734. 2017 AMOUNT: $ 73,924. 2018 AMOUNT: $ 72,396. 2019 AMOUNT: $ 76,848. 2020 AMOUNT: $ 30,511. FUNDRAISING - 2016 AMOUNT: $ 261,098. 2017 AMOUNT: $ 304,350. 2018 AMOUNT: $ 98,560. 2019 AMOUNT: $ 188,182. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 14544058 445000 1458776 614408 15833426 12294199 550000 2456211 756352 14544058 13701167 320146 -1093513 633601 12294199 10789426 750000 2728622 566881 13701167 10091529 584516 563381 450000 10789426 0.02041 0.53910 0.44049 0 0 814298 814298 16543178 6053410 10489768 1981036 1813735 167301 1262696 178077 1084619 12555986 MUTUAL FUNDS 17899673 F 17899673 ECONOMIC RELIEF LOAN PAYABLE 575000 575000 X 8928970 1185342 -41158 1144184 7784786 -25265 -25265 7759521 5372763 25265 25265 5347498 41158 41158 5388656 PART III, LINE 1A: THE ORGANIZATION'S COLLECTION HAS NOT BEEN CAPITALIZED OR REPORTED IN THE STATEMENTS OF FINANCIAL POSITION. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR. COSTS OF PURCHASING COLLECTION ITEMS ARE RECOGNIZED AS AN EXPENSE IN THE YEAR OF ACQUISITION; PROCEEDS FROM SALE AND INSURANCE RECOVERIES ARE RECOGNIZED AS REVENUE IN THE YEAR OF SALE OR LOSS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE CORPORATION INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). HOWEVER, CERTAIN OPERATIONS OF THE ORGANIZATION MAY QUALIFY AS UNRELATED BUSINESS ACTIVITIES AND TO THE EXTENT THAT THESE ACTIVITIES GENERATE INCOME AFTER EXPENSES, SUCH INCOME WILL BE SUBJECT TO FEDERAL AND STATE TAXES. NO TAX WAS INCURRED FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2017 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -41,158. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -25,265. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 25,265. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 41,158. X X X X X 1 DEVELOPMENT GUILD 233 HARVARD ST SUITE 107 BROOKLINE MA 02446 CAMPAIGN CONSULTING 0 0 41850 -41850 41850 -41850 MA 1 NEED BASED ASSISTANCE 36 25210 INVOICING; SCHOLARSHIP IS DEDUCTED FROM TUITION TUITION WAIVER FOR PORTION OF STANDARD TUITION AMOUNT PART I, LINE 2: TUITION WAIVERS ARE GRANTED TO FAMILIES ON A NEED BASIS. APPLICATION FORMS MUST BE FILED WITH THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 PAMELA TATGE CEO & ARTISTIC DIRECTOR 205699 0 0 0 0 0 0 0 25591 0 231290 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 133558 0 0 0 0 0 0 0 18648 0 152206 0 0 0 X 27 679151 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE INTERIM DIRECTOR OF FINANCE WAS AN EMPLOYEE OF ROBERT HALF AGENCY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS APPROVED BY THE GOVERNANCE AND AUDIT COMMITTEE OF THE BOARD AND CIRCULATED TO TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH WRITTEN ANNUAL DISCLOSURE FORMS MONITORED BY THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION SETTING COMMITTEE OF MEMBERS OF THE BOARD OF TRUSTEES, APPOINTED BY THE CHAIR OF THE BOARD, OBTAINS AND DOCUMENTS AT LEAST THREE COMPARABLES. THE DECISION ON COMPENSATION IS GUIDED BY THE BOARD'S POLICY ON THIS PROCESS. 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. FORM 990, PART IX, LINE 11G PERFORMANCES: PROGRAM SERVICE EXPENSES 339,551. MANAGEMENT AND GENERAL EXPENSES 33,426. FUNDRAISING EXPENSES 33,736. TOTAL EXPENSES 406,713. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 506,913. MANAGEMENT AND GENERAL EXPENSES 383,823. FUNDRAISING EXPENSES 74,630. TOTAL EXPENSES 965,366. 23 THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.