HUDSON VALLEY SHAKESPEARE FESTIVAL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY SHAKESPEARE FESTIVAL INC (EIN 13-3499385)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349318850
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:32:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | 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 | 2024-01-01 | 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 | ELEANOR RIDGE EVANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8458095750 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON VALLEY SHAKESPEARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELEANOR RIDGE EVANS | 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 | $27,024,759 | 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 | ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HUDON VALLEY SHAKESPEARE (HVS) ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY.IN LATE 2019, HVS COMMENCED A CAPITAL CAMPAIGN TO SUPPORT THE CREATION OF A NEW OUTSOOR, ECOLOGICALLY DRIVEN THEATER CAMPUS, IN THANKS TO A GENEROUS BENEFACTOR WHO CONVEYED TO THE COMPANY 98 ACRES OF RIVER-VIEW PROPERTY IN THE HUDSON HIGHLANDS. IN 2024, HVS COMMENCED CONSTRUCTION ON ITS NEW OPEN-AIR THEATER FACILITY, THE SAMUEL H SCRIPPS THEATER CENTER. CONSTRUCTION AND FUNDRAISING ARE BOTH ONGOING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 149 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $264,584 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $231,268 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,943,089 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,102,575 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $826,577 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $665,095 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,034 | PYInvestmentIncomeAmt |
| CY Investment Income | $197,994 | CYInvestmentIncomeAmt |
| PY Other Revenue | $241,848 | PYOtherRevenueAmt |
| CY Other Revenue | $256,165 | CYOtherRevenueAmt |
| PY Total Revenue | $4,144,548 | PYTotalRevenueAmt |
| CY Total Revenue | $26,221,829 | 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 | $2,328,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,379,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $420,562 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $336,040 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $622,038 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,030,781 | PYOtherExpensesAmt |
| CY Other Expenses | $2,528,587 | CYOtherExpensesAmt |
| PY Total Expenses | $4,779,807 | PYTotalExpensesAmt |
| CY Total Expenses | $5,244,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$635,259 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,977,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,657,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,335,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $582,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,113,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,075,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,222,113 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION: ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HUDSON VALLEY SHAKESPEARE ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY.VISION: WE ARE A CLASSICAL REPERTORY THEATER THAT EMBRACES THE PRESENTMOMENT, AND OUR WORK SPRINGS FROM THE MOST ESSENTIAL OF ELEMENTS ACTOR,AUDIENCE, LANGUAGE, AND LANDSCAPE. AS BOTH A LOCAL COMMUNITY HUB AND ANATIONAL ARTS DESTINATION, WE FOSTER MEANINGFUL HUMAN CONNECTIONS ATTHE CONVERGENCE OF NATURE AND CULTURE.CORE VALUES: EXCELLENCE, INCLUSION, GENEROSITY, PLAYFULNESS, SUSTAINABILITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,433,761 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $603,070 | RevenueAmt |
| Desc | IN 2024, HVS PERFORMED A REPERTORY SEASON EMBODIED BY THE SPIRIT OF A CLASSICAL THEATER FOR THE 21ST CENTURY. THREE NEW PLAYS FROM PRESENT-DAY PLAYWRIGHTS, INSPIRED BY WRITERS FROM THE CLASSICAL CANON, WERE PRESENTED IN ROTATING REPERTORY FROM JUNE THROUGH SEPTEMBER: BY THE QUEEN BY WHITNEY WHITE DIRECTED BY SHANA COOPER, THE MURDER OF ROGER ACKROYD BY HEIDI ARMBRUSTER AND DIRECTED BY RYAN QUINN, AND MEDEA: RE-VERSED BY LUIS QUINTERO, DIRECTED BY NATHAN WINKELSTEIN. THE SEASON REACHED OVER 12,300 AUDIENCE MEMBERS THROUGH IN-PERSON ATTENDANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,353 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $35,000 | RevenueAmt |
| Desc | IN ITS 30TH YEAR, HUDSON VALLEY SHAKESPEARE'S EDUCATION PROGRAM ENGAGED OVER 13,500 STUDENTS ACROSS MORE THAN 20 SCHOOLS IN THE TRI-STATE AREA THROUGH 326 IN-PERSON WORKSHOPS, PERFORMANCES, AND RESIDENCIES LED BY PROFESSIONAL TEACHING ARTISTS. THE CENTERPIECE OF THE 2024 EDUCATION TOUR WAS A 90-MINUTE PRODUCTION OF MUCH ADO ABOUT NOTHING, DIRECTED BY KHOLOUD SAWAF AND PERFORMED BY A SIX-MEMBER ENSEMBLE WITH LIVE MUSIC. TOURING TO 14 MIDDLE AND HIGH SCHOOLS ACROSS THE HUDSON VALLEY, CONNECTICUT, AND NORTHERN NEW JERSEY, THE PRODUCTION INTRODUCED STUDENTS TO SHAKESPEARE THROUGH PLAYFULNESS, COLLABORATION, AND DIRECT ENGAGEMENT, EXPLORING THEMES OF LOVE, MISUNDERSTANDING, AND PERCEPTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,213 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $38,649 | RevenueAmt |
| Desc | IN APRIL 2024, HUDSON VALLEY SHAKESPEARE AND PROCESSIONAL ARTS WORKSHOP PRESENTED THE THIRD ANNUAL HIGHLAND LIGHTS, A FREE COMMUNITY CELEBRATION OF ART AND NATURE AT THE FESTIVAL'S GARRISON HOME. CENTERED ON THE THEME FULL FATHOM FIVE, THE PROJECT INCLUDED 12 FREE WORKSHOPS LED BY ALEX KAHN AND SOPHIA MICHAHELLES, ENGAGING MORE THAN 120 VOLUNTEER PARTICIPANTS IN CREATING LANTERNS INSPIRED BY THE WATERWAYS OF THE HUDSON RIVER ESTUARY. THE MONTH-LONG COLLABORATION CULMINATED IN AN EVENING PROCESSION ON APRIL 20, ATTENDED BY OVER 300 COMMUNITY MEMBERS, CELEBRATING THE REGION'S NATURAL BEAUTY AND SHARED STEWARDSHIP.IN NOVEMBER 2024, HUDSON VALLEY SHAKESPEARE PRESENTED ITS 9TH ANNUAL COMMUNITY BAKE-OFF, THEMED "ADAPTATION: A SHAKE OF THE KALEIDOSCOPE, AND INSPIRED BY HEIDI ARMBRUSTER'S THE MURDER OF ROGER ACKROYD. CONCEIVED BY PULITZER PRIZE-WINNING PLAYWRIGHT PAULA VOGEL, THE BAKE-OFF INVITES PARTICIPANTS TO CREATE TEN-MINUTE PLAYS USING A SHARED LIST OF "INGREDIENTS" CONNECTED TO THE THEME. HELD IN PARTNERSHIP WITH FIVE LOCAL LIBRARIES, THE 2024 SERIES OFFERED FREE WORKSHOPS LED BY CHRISTINE SCARFUTO, ACTING DIRECTOR OF THE MFA PLAYWRITING PROGRAM AT HUNTER COLLEGE, AND ATTRACTED OVER 100 PARTICIPANTS, RESULTING IN NEARLY 50 ORIGINAL PLAY SUBMISSIONS. SIX PLAYS WERE SELECTED FOR A PUBLIC READING PERFORMED BY PROFESSIONAL ACTORS, CONTINUING HVS'S COMMITMENT TO NURTURING NEW VOICES AND FOSTERING CREATIVE EXCHANGE ACROSS THE HUDSON VALLEY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,594,327 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 149 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | LAURA STEINBERGER | 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 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELEANOR RIDGE EVANS | |||||||
| VICE PRESIDENT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER HOPKINS | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD B WHITNEY | |||||||
| SECRETARY | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE BAKER | |||||||
| DIRECTOR, THRU 5/4/24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAOUL BHAVNANI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELIZABETH BUNZEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUIS CASTRO | |||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL EMERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI ETTINGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE FABIAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY FLORKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRYSTAL FORD | |||||||
| DIRECTOR, THRU 12/23/24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA GOLDMARK | |||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN L HOLLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA KING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J KRAMER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL LOEWENSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NAT PRENTICE | |||||||
| DIRECTOR, THRU 2/28/24 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC C RICH | |||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURI WASHINGTON SAWYER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES STANFORD | |||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON STINSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SARENA STRAUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ELLIOTT SUMERS | |||||||
| DIRECTOR, THRU 9/28/24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNON WILSON | |||||||
| DIRECTOR, THRU 12/5/24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA JEAN WILSON | |||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE WONG LENT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA EKELUND | |||||||
| MANAGING DIRECTOR | 60.00 | Yes (X) | $140,119 | $0 | $2,513 | ||
| ROBERT D MCCALLUM III | |||||||
| ARTISTIC DIRECTOR | 60.00 | $145,250 | $0 | $21,695 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $285,369 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,208 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | $1,498,932 |
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMNER ST | MILFORD | MA | 01757 | THEATER ARCHITECTURAL SERVICES | $583,494 |
| SUSAN T RODRIGUEZ ARCHITECTURE DESIGN | |||||
| 555 WEST 25TH STREET FL2 | NEW YORK | NY | 10001 | ARCHITECTURE FOR ARTISTIC LODGING | $351,963 |
| AD HAMINGSON & ASSOCIATES | |||||
| 10 SAINT PAULS PLACE APT 4M | BROOKLYN | NY | 11226 | FUNDRAISING CONSULTING SERVICES | $339,979 |
| ABOUT THE WORK LLC | |||||
| 40 EXCHANGE PLACE SUITE 1708 | NEW YORK | NY | 10005 | PROJECT MANAGERIAL SERVICES | $291,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $251,609 | FundraisingAmt |
| Government Grants | $2,545,850 | GovernmentGrantsAmt |
| All Other Contributions | $22,305,116 | AllOtherContributionsAmt |
| Noncash Contributions | $131,990 | NoncashContributionsAmt |
| Total Contributions | $25,102,575 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 711190 | $587,338 | $587,338 |
| AUXILIARY ENTERPRISES | 900099 | $38,649 | $38,649 |
| WORKSHOPS | 611600 | $23,650 | $23,650 |
| TOURING SHOW | 611600 | $10,450 | $10,450 |
| EDUCATIONAL PROPERTIES RENTALS | 611600 | $4,108 | $4,108 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $900 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $665,095 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,695 | TotalRevenueColumnAmt |
| Exclusion | $196,695 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $296,731 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,247 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $259,484 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,484 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $259,484 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $659,956 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $658,657 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,299 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,299 | TotalRevenueColumnAmt |
| Exclusion | $1,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $251,609 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,343 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,043 | TotalRevenueColumnAmt |
| Exclusion | -$20,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $71,307 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $59,683 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,624 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,624 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISEMENTS | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $5,100 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,100 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,100 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,221,829 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $676,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $264,584 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,951 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,632 | TotalAmt |
| Program Services | $71,316 | ProgramServicesAmt |
| Management And General | $71,316 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,794 | TotalAmt |
| Program Services | $1,330,552 | ProgramServicesAmt |
| Management And General | $324,233 | ManagementAndGeneralAmt |
| Fundraising | $195,009 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,002 | TotalAmt |
| Program Services | $23,002 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,722 | TotalAmt |
| Program Services | $113,255 | ProgramServicesAmt |
| Management And General | $25,478 | ManagementAndGeneralAmt |
| Fundraising | $16,989 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,408 | TotalAmt |
| Program Services | $144,691 | ProgramServicesAmt |
| Management And General | $43,471 | ManagementAndGeneralAmt |
| Fundraising | $20,246 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,230 | TotalAmt |
| Management And General | $158,230 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,685 | TotalAmt |
| Management And General | $66,685 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,500 | TotalAmt |
| Management And General | $109,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,040 | TotalAmt |
| Fundraising | $336,040 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,250 | TotalAmt |
| Program Services | $4,397 | ProgramServicesAmt |
| Fundraising | $4,853 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,706 | TotalAmt |
| Program Services | $238,706 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,046 | TotalAmt |
| Program Services | $82,278 | ProgramServicesAmt |
| Management And General | $61,815 | ManagementAndGeneralAmt |
| Fundraising | $14,953 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,492 | TotalAmt |
| Program Services | $44,353 | ProgramServicesAmt |
| Management And General | $47,139 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,790 | TotalAmt |
| Program Services | $15,790 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,667 | TotalAmt |
| Program Services | $27,139 | ProgramServicesAmt |
| Management And General | $21,528 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,971 | TotalAmt |
| Program Services | $114,942 | ProgramServicesAmt |
| Management And General | $2,723 | ManagementAndGeneralAmt |
| Fundraising | $1,306 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,921 | TotalAmt |
| Program Services | $202,921 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,832 | TotalAmt |
| Program Services | $31,656 | ProgramServicesAmt |
| Management And General | $5,176 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ENVIRONMENTAL EXPENSE | $401,279 | $401,279 |
| TEMPORARY ROOM & BOARD | $343,166 | $343,166 |
| PRODUCTION EQUIPMENT | $178,992 | $178,992 |
| REPAIRS & MAINTENANCE | $115,772 | $115,772 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,288 | TotalAmt |
| Program Services | $110,120 | ProgramServicesAmt |
| Management And General | $90,526 | ManagementAndGeneralAmt |
| Fundraising | $32,642 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,244,185 | TotalAmt |
| Program Services | $3,594,327 | ProgramServicesAmt |
| Management And General | $1,027,820 | ManagementAndGeneralAmt |
| Fundraising | $622,038 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,157 | BOYAmt |
| EOY | $9,098,684 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,019 | BOYAmt |
| EOY | $3,952,597 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,563,420 | BOYAmt |
| EOY | $6,014,596 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,850 | BOYAmt |
| EOY | $150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,807 | BOYAmt |
| EOY | $79,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,643,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,749,149 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,687,328 | BOYAmt |
| EOY | $12,894,717 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,433 | BOYAmt |
| EOY | $7,152,402 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,947 | BOYAmt |
| EOY | $142,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,657,961 | BOYAmt |
| EOY | $39,335,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,092 | BOYAmt |
| EOY | $2,725,416 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,174 | BOYAmt |
| EOY | $23,244 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,731,347 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,002 | BOYAmt |
| EOY | $633,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,268 | BOYAmt |
| EOY | $5,113,786 | 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 | -$3,183,235 | BOYAmt |
| EOY | -$2,229,188 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,258,928 | BOYAmt |
| EOY | $36,451,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,075,693 | BOYAmt |
| EOY | $34,222,113 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,657,961 | BOYAmt |
| EOY | $39,335,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,977,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $168,776 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $5,619,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,786,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,455,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,943,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,102,575 | CurrentTaxYearAmt |
| Total | $46,907,088 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $851,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $708,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $930,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,402 | CurrentTaxYearAmt |
| Total | $3,242,970 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,635,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,638,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,163,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,873,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,838,977 | CurrentTaxYearAmt |
| Total | $50,150,058 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,617,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $637,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,993 | CurrentTaxYearAmt |
| Total | $4,945,871 | 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 | $2,617,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $637,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,993 | CurrentTaxYearAmt |
| Total | $4,945,871 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,204,187 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,695 | CurrentTaxYearAmt |
| Total | $455,350 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,695 | CurrentTaxYearAmt |
| Total | $455,350 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,268 | CurrentTaxYearAmt |
| Total | $427,461 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $401,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,550 | CurrentTaxYearMinus2YearsAmt |
| Total | $405,313 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,064,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,729,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,255,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,122,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,266,940 | CurrentTaxYearAmt |
| Total | $51,438,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83060 | PublicSupportPY509Pct |
| Investment Income CY | 0.00890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00920 | 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 - 2020 AMOUNT: $ 3,097. 2022 AMOUNT: $ 3,550. FACILITIES FEES - 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 |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $109,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $109,500 | 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 | HVS IS UNDERGOING A MULTI-YEAR CAPITAL CAMPAIGN. AS PART OF THAT WORK, THE ORGANIZATION 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,321 | OtherCostOrOtherBasisAmt |
| Book Value | $269,321 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,654,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,529 | DepreciationAmt |
| Book Value | $1,625,871 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,921,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,720,620 | DepreciationAmt |
| Book Value | $201,135 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,798,390 | OtherCostOrOtherBasisAmt |
| Book Value | $10,798,390 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,894,717 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $633,779 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $633,779 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,214,942 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $168,776 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $164,004 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,403,263 | OtherRevenueAmt |
| Revenue Not Reported | $4,736,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,478,899 | RevenueSubtotalAmt |
| Other Revenues Not Included | $742,930 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $742,930 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,221,829 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,202,137 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $164,004 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,186,878 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,350,882 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,851,255 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $392,930 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $392,930 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,244,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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 ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE ATTRIBUTABLE TO HVSF HOSPITALITY, LLC 4,293,342. COST OF GOODS SOLD NETTED AGAINST SALES 59,683. RENTAL EXPENSES NETTED AGAINST REVENUE 37,247. SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUE 12,991. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS 392,930. NET ASSET DIFFERENCE 350,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ATTRIBUTABLE TO HVSF HOSPITALITY, LLC 4,076,957. COST OF GOODS SOLD NETTED AGAINST SALES 59,683. RENTAL EXPENSES NETTED AGAINST REVENUE 37,247. SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUE 12,991. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS 392,930. |
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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AD HAMINGSON & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ST PAULS PLACE 4M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $336,040 | RetainedByContractorAmt |
| Net To Organization | -$336,040 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $336,040 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$336,040 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $278,909 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $251,609 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,116 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,738 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,864 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,625 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $278,909 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $251,609 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,300 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,116 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,738 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,864 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,625 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,343 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,043 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D MCCALLUM III | PersonNm |
| Title | ARTISTIC DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $145,250 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $21,695 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $166,945 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 14 | $44,100 | COST |
| Yes (X) | TOURS, GOLF OUTING | 5 | $13,100 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 APPROVED BY THE BOARD AS PART OF HVS' DOCUMENTED "ROLE OF COMMITTEES" POLICY. 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. |
| 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. THE BOARD ASSUMES RESPONSIBILITY FOR SELECTION OF ITS INDEPENDENT AUDITOR. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HVSF LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 133499385 | EIN |
| Primary Activities | FACILITATE THE LEASE AND ACQUISITION OF REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $296,731 | TotalIncomeAmt |
| End Of Year Assets | $2,086,150 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON VALLEY SHAKESPEARE FESTIVAL INC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HVSF HOSPITALITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SNAKE HILL ROAD PO BOX 125 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 922203108 | EIN |
| Primary Activities | OVERSEE AND MANAGE THE OPERATION OF AUXILIARY ACTIVITIES | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON VALLEY SHAKESPEARE FESTIVAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,293,342 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,356,144 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HVSF HOSPITALITY LLC | ||
| S | $350,000 | COST |
| HVSF HOSPITALITY LLC | ||
| A | $296,731 | COST |
| HVSF HOSPITALITY LLC | ||
| Q | $79,021 | COST |
| HVSF HOSPITALITY LLC | ||
| L | $57,550 | COST |