UNITED STATES ARTISTS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ARTISTS INC (EIN 22-3903993)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349303015
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T17:55:08-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952302617 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223903993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ARTISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3124706586 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE NO 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNA HARRIS | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 3124706586 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LIOR TEMKIN | Name |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | CAROLINA GARCIA JAYARAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE NO 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6109780 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDSTATESARTISTS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3453622 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1046390 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 580333 | InvestmentIncomePriorYear |
| Investment Income Current Year | 898350 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4033955 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1944740 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2694347 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2520075 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1217368 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 986440 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 600369 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3367551 | OtherExpensePriorYear |
| Other Expenses Current Year | 2102665 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7279266 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5609180 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3245311 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3664440 | RevenuesLessExpensesCY |
| Total Assets BOY | 17103501 | TotalAssetsBOY |
| Total Assets EOY | 14297669 | TotalAssetsEOY |
| Total Liabilities BOY | 288387 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 454703 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16815114 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13842966 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3220706 | Expense |
| Grants | 2520075 | Grants |
| Description | USA FELLOWS PROGRAM: WITH ITS MISSION TO "INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY," USA RECOGNIZED 50 OUTSTANDING AMERICAN ARTISTS (OR TWO-PERSON COLLABORATIVES) IN ALL DISCIPLINES IN 2012 FROM ACROSS THE COUNTRY BY AWARDING 50 USA FELLOWSHIPS OF $50,000 EACH. USA FELLOWSHIPS ARE AWARDED TO ARTISTS WHO DEMONSTRATE ARTISTIC EXCELLENCE, UNIQUE ARTISTIC VISION, AND SIGNIFICANT CONTRIBUTIONS TO THEIR FIELDS. THE PROGRAM HONORS ARTISTS AT ALL STAGES OF THEIR CAREERS, FROM EMERGING TO MID-CAREER TO ESTABLISHED FIGURES IN THEIR FIELDS. THUS FAR, USA HAS AWARDED $17 MILLION TO 367 ARTISTS. SINCE INCEPTION, GENEROUS PATRONS FROM ACROSS THE COUNTRY HAVE JOINED USA'S NATIONAL LEADERSHIP COMMITTEE AND UNDERWRITTEN USA FELLOWSHIPS. EACH YEAR USA SEEKS DONORS TO UNDERWRITE ALL 50 US FELLOWSHIPS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 994024 | Expense |
| Description | USA PROJECTS PROGRAM: AT USA PROJECTS, VISITORS CAN DISCOVER EXCITING NEW ART, SUPPORT ARTIST PROJECTS WITH DONATIONS OF ANY LEVEL TO USA, AND CONNECT WITH THEIR FAVORITE ARTISTS VIA USA PROJECTS COMMUNITY FEATURES. USA ACTIVELY PARTNERS IN THE FUNDRAISING PROCESS WITH ARTISTS WHO HAVE MET USA PROJECTS CRITERIA FOR PROJECT FUNDING. USA PROJECTS ACTIVELY SOLICITS LARGE MATCHING GRANTS, AND ARTISTS REACH OUT TO THEIR FOLLOWERS TO ENCOURAGE GIFTS OF ANY SIZE. FOR PROJECTS THAT RECEIVE A PRE-DETERMINED LEVEL OF PUBLIC SUPPORT, USA PROJECTS MAY PROVIDE GRANT FUNDS TO THE ARTISTS FOR THE PROJECTS PRESENTED. AFTER RECEIVING FUNDING, THE ARTISTS POST VARIOUS TYPES OF PROGRESS REPORTS TO USA PROJECTS AND THEIR FOLLOWERS ON THE WEBSITE. THE ONGOING ENGAGEMENT WITH THE PUBLIC AFTER FUNDING FURTHER SUPPORTS THE SECOND HALF OF USA'S MISSION TO "...ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY". NEAR THE BEGINNING OF THE FISCAL YEAR, THE USA PROJECTS PROGRAM WAS MOVED INTO ITS OWN 501(C)(3) ORGANIZATION OF THE SAME NAME WHICH IS UNDER THE DIRECT CONTROL OF UNITED STATES ARTISTS. OF THE TOTAL AWARDS GRANTED, $994,024 WAS PROVIDED BY UNITED STATES ARTISTS TO USA PROJECTS TO SUSTAIN ITS OPERATIONS IN THIS START-UP YEAR. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALASKA AIR (ARTISTS IN RESIDENCE): ALASKA AIR IS AN ANNUAL RESIDENCY PROGRAM RUN BY USA AT SELECT CULTURAL INSTITUTIONS IN ALASKA. IT IS OPEN ONLY TO USA FELLOWS WHO ARE GIVEN THE OPPORTUNITY TO APPLY FOR A RESIDENCY BY SUBMITTING LETTERS OF INTENT AND MATCHES ARE MADE BY USA STAFF, ITS RESIDENCY CONSULTANT, AND THE ALASKA HOST ORGANIZATIONS. ALASKA AIR IS A UNIQUE COLLABORATION BETWEEN USA AND THE ALASKA-BASED RASMUSON FOUNDATION. THANKS TO THE FOUNDATION, ALL RESIDENCIES ARE FULLY FUNDED AND INCLUDE TRAVEL WITHIN THE STATE FOR RESEARCH. THE SUCCESSFUL FIVE-YEAR ALASKA ARTIST-IN-RESIDENCE PROGRAM (ALASKA AIR), FUNDED BY A $1 MILLION GRANT FROM THE RASMUSON FOUNDATION AND ADMINISTERED BY UNITED STATES ARTISTS, ENDED ON JUNE 30, 2012. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4214730 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 150 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA HARRIS DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3238575857 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE SUITE 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| MARK BRADFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH COLLINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER D CUMMINGS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHAWN M DONNELLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW GLASGOW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK GUTHMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID HORVITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEANNE KLEIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICK LOWE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN H OLIVER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR JUDITH RODIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROSALBA ROLON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN V BERRESFORD | |||||||
| IMMEDIATE PAST CHAIR | 4.00 | X | 0 | 0 | 0 | X | |
| KATHARINE DESHAW | |||||||
| EXECUTIVE DIRECTOR/TRUSTEE | 30.00 | X | 240216 | 80072 | 39943 | X | 10.00 |
| SAMUEL HOI | |||||||
| CHAIR | 4.00 | X | 0 | 0 | 0 | X | |
| DIANE KAPLAN | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| TODD SIMON | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| CHRISTOPHER V WALKER | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| JOHN KJENNER | |||||||
| CFO (UNTILL JANUARY 2013) | 28.00 | 93791 | 40196 | 18660 | X | 12.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 334007 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 120268 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 58603 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1046390 | AllOtherContributions |
| Total Contributions | 1046390 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 337670 | TotalRevenueColumn |
| Exclusion | $337,670 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4725720 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4165040 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 560680 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 560680 | TotalRevenueColumn |
| Exclusion | $560,680 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1944740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $898,350 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Program Services | 50000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2470075 | Total |
| Program Services | 2470075 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458833 | Total |
| Program Services | 78019 | ProgramServices |
| Management And General | 226885 | ManagementAndGeneral |
| Fundraising | 153929 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216198 | Total |
| Program Services | 36762 | ProgramServices |
| Management And General | 106906 | ManagementAndGeneral |
| Fundraising | 72530 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20902 | Total |
| Program Services | 3554 | ProgramServices |
| Management And General | 10336 | ManagementAndGeneral |
| Fundraising | 7012 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243905 | Total |
| Program Services | 58723 | ProgramServices |
| Management And General | 53154 | ManagementAndGeneral |
| Fundraising | 132028 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46602 | Total |
| Program Services | 7924 | ProgramServices |
| Management And General | 23044 | ManagementAndGeneral |
| Fundraising | 15634 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41076 | Total |
| Management And General | 41076 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87242 | Total |
| Management And General | 87242 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260989 | Total |
| Program Services | 175666 | ProgramServices |
| Management And General | 22245 | ManagementAndGeneral |
| Fundraising | 63078 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27512 | Total |
| Program Services | 18613 | ProgramServices |
| Management And General | 8899 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163033 | Total |
| Program Services | 51426 | ProgramServices |
| Management And General | 57971 | ManagementAndGeneral |
| Fundraising | 53636 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197135 | Total |
| Program Services | 106142 | ProgramServices |
| Management And General | 75168 | ManagementAndGeneral |
| Fundraising | 15825 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43484 | Total |
| Program Services | 40570 | ProgramServices |
| Fundraising | 2914 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 994024 | Total |
| Program Services | 994024 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67471 | Total |
| Program Services | 12746 | ProgramServices |
| Management And General | 39803 | ManagementAndGeneral |
| Fundraising | 14922 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16731 | Total |
| Program Services | 5019 | ProgramServices |
| Management And General | 5856 | ManagementAndGeneral |
| Fundraising | 5856 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 49951 | 3873 | 18057 | 28021 |
| HONORARIA | 35362 | 35362 | ||
| TELEPHONE | 31676 | 10066 | 11165 | 10445 |
| PUBLIC RELATIONS | 30826 | 29518 | 1308 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56153 | Total |
| Program Services | 26648 | ProgramServices |
| Management And General | 6274 | ManagementAndGeneral |
| Fundraising | 23231 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5609180 | Total |
| Program Services | 4214730 | ProgramServices |
| Management And General | 794081 | ManagementAndGeneral |
| Fundraising | 600369 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163658 | BOY |
| EOY | 87291 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1998502 | BOY |
| EOY | 1741905 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 512380 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 403614 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136924 | BOY |
| EOY | 108766 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14776658 | BOY |
| EOY | 12330058 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27759 | BOY |
| EOY | 29649 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17103501 | BOY |
| EOY | 14297669 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193387 | BOY |
| EOY | 259703 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95000 | BOY |
| EOY | 195000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288387 | BOY |
| EOY | 454703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2955229 | BOY |
| EOY | 1926599 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3875492 | BOY |
| EOY | 1931974 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9984393 | BOY |
| EOY | 9984393 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16815114 | BOY |
| EOY | 13842966 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17103501 | BOY |
| EOY | 14297669 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -3664440 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 692292 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 807222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13547824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4026049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3453622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1046390 | CurrentTaxYear |
| Total | 22881107 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 807222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13547824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4026049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3453622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1046390 | CurrentTaxYear |
| Total | 22881107 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13779792 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9101315 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 540040 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 291096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 480946 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 387412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 337670 | CurrentTaxYear |
| Total | 2037164 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24918271 | TotalSupport |
| Public Support Pertcentage170 | 0.36520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10284081 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1055284 | InvestmentEarningsOrLosses |
| Other Expenditures | 500000 | OtherExpenditures |
| End Of Year Balance | 10839365 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9551242 | BeginningOfYearBalance |
| Contributions | 1042135 | Contributions |
| Investment Earnings Or Losses | -40611 | InvestmentEarningsOrLosses |
| Other Expenditures | 268685 | OtherExpenditures |
| End Of Year Balance | 10284081 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6923457 | BeginningOfYearBalance |
| Contributions | 1942258 | Contributions |
| Investment Earnings Or Losses | 1035527 | InvestmentEarningsOrLosses |
| Other Expenditures | 350000 | OtherExpenditures |
| End Of Year Balance | 9551242 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 7000000 | Contributions |
| Investment Earnings Or Losses | -76543 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6923457 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92110 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07890 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 260696 | OtherCostOrOtherBasis |
| Depreciation | 202347 | Depreciation |
| Book Value | 58349 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251684 | OtherCostOrOtherBasis |
| Depreciation | 201267 | Depreciation |
| Book Value | 50417 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 108766 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2549790 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 692292 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 692292 | RevenueNotRptdF990 |
| Revenue Subtotal | 1857498 | RevenueSubtotal |
| Investment Expenses Not Included | 87242 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 87242 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1944740 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5521938 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5521938 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 87242 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 87242 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5609180 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ANNUAL SPENDING FROM EARNINGS OF THE USA FELLOWS ENDOWMENT FUND WILL BE EQUAL TO THE NUMBER OF USA FELLOWSHIPS TO BE UNDERWRITTEN BY EACH GRANT. PRESENTLY, A $1 MILLION ENDOWMENT GIFT WILL ENSURE UNDERWRITING FOR ONE USA FELLOW IN PERPETUITY, REPRESENTING AN ANNUAL SPEND EQUAL TO 5% OF THE PERMANENTLY RESTRICTED USA FELLOWS FUND BALANCE. THE BOARD OF TRUSTEES WILL ANNUALLY REVIEW THE ACCUMULATION OF EARNINGS IN EXCESS OF THE 5% ANNUAL SPENDING OBLIGATION TO CONSIDER INCREASING THE SIZE OF EACH USA FELLOWSHIP GRANT OR TO PARTLY COVER THE COSTS OF THE USA FELLOWS SELECTION PROCESS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE FASB-ISSUED ASC TOPIC NO. 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC 740"). ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH STATEMENT NO. 109, "ACCOUNTING FOR INCOME TAXES." THIS GUIDANCE PRESCRIBES COMPREHENSIVE MODELS FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING POSITIONS THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR ALL TAX YEARS ENDED ON OR AFTER JUNE 30, 2009 WITH REGARD TO ALL TAX POSITIONS AND THE RESULTS REPORTED. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH REVIEWS OF THE SOURCES OF INCOME TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS INCLUDING THOSE THAT MAY AFFECT ITS TAX-EXEMPT STATUS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIG DANCE THEATER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 CLINTON STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 522143843 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 50000 | AmountOfCashGrant |
| Method Of Valuation | CASH GRANT | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | FELLOWSHIP | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | USA FELLOWSHIP GRANT | TypeOfGrant |
| Number Of Recipients | 55 | NumberOfRecipients |
| Amount Of Cash Grant | 2470075 | AmountOfCashGrant |
| Method Of Valuation | CASH GRANTS | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: USA FELLOWS ARE SURVEYED TWICE AFTER RECEIVING THEIR AWARDS- AT SIX MONTHS AND TWO YEARS- TO DETERMINE THE IMPACT THE $50,000 GRANT HAS HAD ON THEIR WORK AND LIVES. RECENT SURVEYS HAVE REVEALED THAT 91% OF WINNERS HAVE USED USA FUNDS TO CREATE ORIGINAL WORKS OF ART. FRESH DANCES, POETRY, FILMS, THEATRICAL PRODUCTIONS, MUSICAL COMPOSITIONS, PAINTINGS, SCULPTURE, AND MORE HAVE BEEN REALIZED. AUDIENCES OF ALL AGES HAVE ENCOUNTERED THESE STIMULATING NEW WORKS IN GALLERIES, ON STAGES, IN PRINT, AND ONLINE WORLDWIDE. WITH RESPECT TO THE ALASKA AIR PROGRAM, USA STAFF ARE IN CONSTANT CONTACT WITH THE PARTICIPATING USA FELLOWS AND THEIR RESIDENCY HOSTS TO ENSURE THE RESIDENCIES GO AS PLANNED. ADDITIONALLY, USA HIRES A LOCAL PHOTOGRAPHER TO CAPTURE IMAGES FROM EACH RESIDENCY. FOR USA PROJECTS, ONCE A PROJECT HAS RECEIVED FUNDING, THE ARTISTS ARE REQUIRED TO POST UPDATES TO THEIR PROJECT PAGE ON THE WEBSITE SHARING THE PROGRESS THEY ARE MAKING ON THEIR PROJECT. THE INTENT IS FOR THE REPORTS TO BE ENGAGING FOR THE GENERAL PUBLIC WHILE STILL PROVIDING USA PROJECTS PERSONNEL THE ABILITY TO CHECK ON THEIR WORK. AT THE COMPLETION OF EVERY PROJECT, AND BEFORE THEY CAN SEEK FUNDS FOR NEW PROJECTS, THE ARTISTS ARE SURVEYED BY USA PROJECTS REGARDING THE OUTCOME OF THEIR PROJECT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHARINE DESHAW | ||||||||||||||
| EXECUTIVE DIRECTOR/TRUSTEE | 240216 | 80072 | 0 | 0 | 0 | 0 | 11489 | 3839 | 18461 | 6154 | 270166 | 90065 | 0 | 0 |
| JOHN KJENNER | ||||||||||||||
| CFO (UNTILL JANUARY 2013) | 93791 | 40196 | 0 | 0 | 0 | 0 | 5179 | 2220 | 7883 | 3378 | 106853 | 45794 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | FIRST CLASS TRAVEL WAS PROVIDED FOR BOARD MEMBER MARK BRADFORD. DUE TO HIS HEIGHT, TRAVELING COACH IS A SERIOUS IMPOSITION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FROM 990, PART IV, LINE 27: | THE USA BOARD OF DIRECTORS MADE A DECISION IN THE ORGANIZATION'S SECOND YEAR OF OPERATION THAT ITS MEMBERSHIP SHOULD BE EXPANDED TO INCLUDE AT LEAST TWO PAST RECIPIENTS OF THE USA FELLOWSHIP GRANT. THIS HAS PROVIDED FOR A RICHER DIALOGUE ABOUT THE ONGOING BENEFITS OF THE USA FELLOWSHIPS AND HAS PROVIDED EVEN GREATER ATTENTION TO THE FAIRNESS OF THE USA FELLOWS SELECTION PROCESS. PRIOR TO JOINING THE USA BOARD, THE FOLLOWING CURRENT TRUSTEES OF UNITED STATES ARTISTS WERE AWARDED USA FELLOWSHIPS OF $50,000 EACH IN YEARS PRIOR TO TAX YEAR 2011-2012. -MARK BRADFORD (2006-2007) -ROSALBA ROLON (2008-2009) -RICK LOWE (2009-2010) USA'S BYLAWS PROVIDE THAT AT THE DISCRETION OF THE BOARD OF TRUSTEES, UP TO TWO OF USA FELLOWS MAY BE ELIGIBLE TO SERVE ON THE BOARD AS A USA FELLOW BOARD REPRESENTATIVE. IN JULY OF 2009, MARK BRADFORD WAS CONVERTED FROM USA FELLOW BOARD REPRESENTATIVE TO FULL TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE INFORMATIONAL RETURN FOLLOWING THEIR REVIEW OF THE AUDITED FINANCIAL STATEMENTS, WITH STAFF, THE OUTSIDE AUDITORS, INFORMATIONAL RETURN PREPARERS AND LEGAL COUNSEL. UPON THE AUDIT COMMITTEE'S APPROVAL OF THE INFORMATIONAL RETURN, THE INFORMATIONAL RETURN IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO ALL OFFICERS AND DIRECTORS AT THE BEGINNING OF EACH FISCAL YEAR. THE POLICY REQUIRES THE OFFICERS AND DIRECTORS TO AFFIRM RECEIPT, UNDERSTANDING AND COMPLIANCE WITH THE POLICY, AND REQUIRES DISCLOSURE OF AFFILIATIONS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS. NOTWITHSTANDING USA'S ANNUAL ACTIVE DISTRIBUTION AND COMPLETION OF ITS CONFLICT OF INTEREST POLICY STATEMENT, OFFICERS AND DIRECTORS MAINTAIN AN ONGOING RESPONSIBILITY TO NOTIFY USA OF CHANGES IN THEIR AFFILIATIONS THAT MAY REQUIRE DISCLOSURE TO USA UNDER THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED IN EARLY 2007, AND A COMPENSATION REPORT WAS PROVIDED IN MAY 2007. BASED ON THE REPORT, THE 2007-2008 COMPENSATION WAS ESTABLISHED FOR ALL SENIOR STAFF. IN APRIL 2008, THE CONSULTANT UPDATED HER REPORT TO PROVIDE COMPARABLE COMPENSATION INFORMATION FOR ALL EXEMPT AND NON-EXEMPT STAFF. BASED ON THIS UPDATE, ALL STAFF, INCLUDING THE CEO AND CFO, RECEIVED A 4% BASE SALARY INCREASE FOR TAX YEAR 2008-2009. FOR THE TAX YEAR 2009- 2010, NO SALARY ADJUSTMENTS WERE MADE. FOR THE TAX YEAR 2010-2011, A 4% SALARY INCREASE WAS PROVIDED. FOR THE TAX YEAR 2011-2012, A 3% SALARY INCREASE WAS PROVIDED. FOR THE TAX YEAR 2012-2013, THERE WAS NO SALARY INCREASE. |
| FORM 990, PART VI, SECTION C, LINE 18 | ANY DOCUMENTS REQUESTED BY THE PUBLIC WILL BE FURNISHED UPON REQUEST. THE DOCUMENTS CAN ALSO BE FOUND ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS INCLUDING GOVERNING DOCUMENTS SUCH AS THE BYLAWS, IRS DETERMINATION LETTER, GIFT ACCEPTANCE POLICY, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FROM 990, PART VII, LINE 1A: | SENIOR STAFF MEMBERS ARE EMPLOYED FULL TIME BY UNITED STATES ARTISTS, AND THEIR TIME AND COMPENSATION COSTS ARE ALLOCATED BETWEEN UNITED STATES ARTISTS AND USA PROJECTS. THEIR TIME AND COST HAS BEEN PRESENTED HERE ON AN ALLOCATED BASIS. |
| FORM 990, PART XII, LINE 2B: | THE ORGANIZATION'S AUDIT OF THE FINANCIAL STATEMENTS FOR THE YEAR END 06/30/13 HAS NOT BEEN COMPLETED AT THE TIME OF FILING FORM 990. ONCE THE AUDIT IS COMPLETED, SHOULD THERE BE ANY CHANGES TO THE NUMBERS REPORTED IN THE INFORMATIONAL RETURN, THERE WILL BE AN AMENDMENT TO THE FORM 990 TO REFLECT SUCH CHANGES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USA PROJECTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WILSHIRE BLVD 580 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273555175 | EIN |
| Primary Activities | A WEB-BASED PROGRAM DEDICATED TO ARTISTS | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1) (A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ARTISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| USA PROJECTS | ||
| Q | 994024 | FAIR MARKET VALUE |
| USA PROJECTS | ||
| O | 144234 | STAFF TIME ALLOCATION |
| USA PROJECTS | ||
| N | 204800 | OVERHEAD ALLOCATION |
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