ALVIN AILEY DANCE FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALVIN AILEY DANCE FOUNDATION INC (EIN 13-2584273)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201421339349304697
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T15:55:18-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | 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 | 132584273 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN AILEY DANCE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALVI | NameControl |
| Phone | 2124059000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 WEST 55TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA ROBINSON | Name |
| Title | TREASURER & CFO | Title |
| Phone | 2124059000 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GREIF | Name |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | Phone |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | BENNETT RINK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 WEST 55TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 120535877 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALVINAILEY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF ALVIN AILEY DANCE FOUNDATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY BY ESTABLISHING AN EXTENDED CULTURAL COMMUNITY WHICH PROVIDES DANCE PERFORMANCES, TRAINING AND COMMUNITY PROGRAMS FOR ALL PEOPLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 741 | TotalNbrEmployees |
| Total Nbr Volunteers | 96 | TotalNbrVolunteers |
| Total Gross UBI | 185289 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4626 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14322871 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10848634 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22819015 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23602208 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2381028 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4433866 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -430673 | OtherRevenuePriorYear |
| Other Revenue Current Year | -655013 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39092241 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38229695 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1501633 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1466518 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18474855 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19031304 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2028877 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14575615 | OtherExpensePriorYear |
| Other Expenses Current Year | 14876774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34552103 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35374596 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4540138 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2855099 | RevenuesLessExpensesCY |
| Total Assets BOY | 156824391 | TotalAssetsBOY |
| Total Assets EOY | 162409733 | TotalAssetsEOY |
| Total Liabilities BOY | 20684853 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20793011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 136139538 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 141616722 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE AILEY ORGANIZATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY THROUGH DANCE PERFORMANCES, TRAINING, EDUCATIONAL AND COMMUNITY PROGRAMS FOR ALL PEOPLE. THE ORGANIZATION PLAYS A VITAL SOCIAL ROLE, USING THE BEAUTY AND HUMANITY OF THE AFRICAN-AMERICAN HERITAGE AND OTHER CULTURES TO UNITE PEOPLE OF ALL RACES, AGES, AND BACKGROUNDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14768596 | Expense |
| Revenue | 11756663 | Revenue |
| Description | ALVIN AILEY AMERICAN DANCE THEATER - FOUNDED BY ALVIN AILEY IN 1958, ALVIN AILEY AMERICAN DANCE THEATER NOW ANNUALLY REACHES ABOUT 300,000 AUDIENCE MEMBERS ACROSS THE GLOBE. SINCE ITS INCEPTION, THE COMPANY HAS PERFORMED IN 71 COUNTRIES ON 6 CONTINENTS FOR AN ESTIMATED 25 MILLION PEOPLE AT VENUES WORLDWIDE, PLUS TENS OF MILLIONS MORE PEOPLE VIA TELEVISION APPEARANCES. IN 2008, THE AILEY COMPANY WAS DESIGNATED "A VITAL AMERICAN CULTURAL AMBASSADOR TO THE WORLD" BY THE UNITED STATES CONGRESS. THE COMPANY NUMBERS THIRTY OF THE MOST TALENTED AND VERSATILE DANCERS IN THE WORLD, AND ITS DIVERSE REPERTORY IS UNPARALLELED IN MODERN DANCE. A TYPICAL ALVIN AILEY AMERICAN DANCE THEATER SEASON INCLUDES A U.S. TOUR TO OVER 20 CITIES, EXTENSIVE INTERNATIONAL TOURING, AND TWO ENGAGEMENTS IN ITS HOME BASE OF NEW YORK CITY: A SPRING ENGAGEMENT AT LINCOLN CENTER AND A 5-WEEK WINTER ENGAGEMENT AT NEW YORK CITY CENTER, WHERE AILEY IS THE PRINCIPAL DANCE COMPANY AND HAS APPEARED ANNUALLY SINCE 1972. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1957765 | Expense |
| Revenue | 1109918 | Revenue |
| Description | AILEY II - LAUNCHED BY MR. AILEY IN 1974, AILEY II IS NOW UNIVERSALLY RENOWNED FOR MERGING THE COUNTRY'S BEST YOUNG DANCE TALENT WITH THE CREATIVE VISION OF TODAY'S MOST OUTSTANDING EMERGING CHOREOGRAPHERS. AILEY II FLOURISHED UNDER THE LEADERSHIP OF SYLVIA WATERS FROM ITS INCEPTION TO 2011, COMBINING A RIGOROUS TOURING SCHEDULE WITH EXTENSIVE COMMUNITY OUTREACH PROGRAMS. NOW LED BY THE DYNAMIC ARTISTIC DIRECTOR TROY POWELL, AILEY II IS COMPRISED OF 12 OF THE AILEY SCHOOL'S MOST PROMISING SCHOLARSHIP STUDENTS. AILEY II REACHES AUDIENCES IN MORE THAN 40 CITIES EACH YEAR ACROSS THE U.S. AND ABROAD. THE COMPANY OFFERS ITS DANCERS INVALUABLE PERFORMING EXPERIENCE AND CRUCIAL TRAINING, CREATING A BRIDGE FROM THE CLASSROOM TO THE STAGE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11063332 | Expense |
| Grants | 1466518 | Grants |
| Revenue | 9988472 | Revenue |
| Description | AILEY EDUCATION AND OUTREACH PROGRAMS - THROUGH THE AILEY SCHOOL, ITS EXTENSIVE ARTS IN EDUCATION PROGRAMS, AND THE AILEY EXTENSION, THE ORGANIZATION IS COMMITTED TO BRINGING DANCE INTO THE LIVES OF INDIVIDUALS OF ALL AGES AND BACKGROUNDS.FOUNDED IN 1969, THE AILEY SCHOOL IS AN ACCREDITED INSTITUTIONAL MEMBER OF THE NATIONAL ASSOCIATION OF SCHOOLS OF DANCE AND SERVES AS THE OFFICIAL SCHOOL OF THE ALVIN AILEY AMERICAN DANCE THEATER. THE SCHOOL OFFERS MORE THAN 300 CLASSES WEEKLY FOR AGES 3 THROUGH 25 IN A BROAD RANGE OF DANCE TECHNIQUES. THE SCHOOL'S SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE FOR TALENTED AND DESERVING STUDENTS; MORE THAN 300 SCHOLARSHIPS ARE AWARDED EACH YEAR, WITH OVER 75% OF FINANCIAL ASSISTANCE GOING TO MINORITY STUDENTS. IN CONJUNCTION WITH FORDHAM UNIVERSITY, THE AILEY SCHOOL ALSO OFFERS A BACHELOR OF FINE ARTS DEGREE IN DANCE.EACH YEAR, AILEY ARTS IN EDUCATION AND COMMUNITY PROGRAMS PROVIDE YOUNG PEOPLE FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS THE OPPORTUNITY TO EXPLORE THEIR CREATIVE POTENTIAL, BUILD SELF-ESTEEM, AND DEVELOP LIFE-SKILLS SUCH AS TEAMWORK AND SELF-DISCIPLINE. PROGRAMS INCLUDE AILEYCAMP, A UNIQUE SUMMER DAY CAMP PROGRAM FOR UNDERSERVED CHILDREN IN MAJOR CITIES ACROSS THE UNITED STATES; AILEYDANCE KIDS, WHICH PRESENTS DANCE CLASSES AND CROSS-CURRICULAR LESSONS TO APPROXIMATELY 4,000 PUBLIC SCHOOL STUDENTS IN NY AND NJ; REVELATIONS: AN INTERDISCIPLINARY APPROACH, A CURRICULUM-BASED INITIATIVE THAT USES ALVIN AILEY AMERICAN DANCE THEATER'S SIGNATURE PIECE TO TEACH ACADEMIC SUBJECTS IN CLASSROOMS ACROSS THE COUNTRY.THE AILEY EXTENSION OFFERS DANCE AND FITNESS CLASSES OPEN TO THE PUBLIC, WITH MORE THAN 80 CLASSES EACH WEEK IN A VARIETY OF TECHNIQUES INCLUDING HORTON, BALLET, WEST AFRICAN, AND ZUMBA. SINCE ITS INCEPTION IN 2005, MORE THAN 70,000 PEOPLE HAVE TAKEN CLASSES THROUGH THE AILEY EXTENSION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 798799 | Expense |
| Revenue | 629867 | Revenue |
| Description | ANCILLARY ON-SITE COMMUNITY PROGRAMS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 798799 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 629867 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 28588492 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 280 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 741 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA ROBINSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2124059000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 WEST 55TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JAMES G ABRUZZO | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| GINA F ADAMS | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| FRANK R AHIMAZ FROM 912 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| SIMIN N ALLISON | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| ELEANOR S APPLEWHAITE ESQ | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ROBERT BATTLE | |||||||||
| TRUSTEE/ARTISTIC DIRECTOR | 50.00 | X | 319552 | 0 | 19585 | ||||
| NICOLE A BERNARD | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ANTOINETTE COOPER BLAIR | |||||||||
| TRUSTEE (THRU 10/12) | 5.00 | X | 0 | 0 | 0 | ||||
| JUDITH BYRD | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ANTHONY M CARVETTE | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| KATHRYN C CHENAULT | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| DAVID S DANIEL THRU 912 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| CATHERINE DAVIS THRU 912 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| DARIA FOSTER | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| GUIDO GOLDMAN | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| ANITA-AGNES O HASSELL | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| JENNY IRELAND FROM 912 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ANTHONY KENDALL FROM 313 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ROBERT KISSANE | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| DEBRA L LEE | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| MICHELLE Y LEE | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| NATASHA LEIBEL LEVINE MD | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ANTHONY A LEWIS | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| LINDA M LINDENBAUM | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| LESLIE L MAHERAS | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ARTHUR J MAHON THRU 912 | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| HENRY MCGEE | |||||||||
| PRESIDENT | 8.00 | X | 0 | 0 | 0 | X | |||
| ARTHUR J MIRANTE II | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| DAVID E MONN | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| GABRIELLA E MORRIS | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| MARYLIN PRINCE | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| STANLEY PLESENT ESQ | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| ROBIN ROYALS | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| JOHN H SCHAEFER | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| RICHARD SPECIALE | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| LEMAR SWINNEY | |||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||||
| JOAN H WEILL | |||||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X | |||
| PAMELA ROBINSON | |||||||||
| CFO/TREASURER | 40.00 | 235432 | 0 | 124537 | X | ||||
| BENNETT RINK | |||||||||
| EXECUTIVE DIRECTOR (FROM 1/1/13) | 40.00 | 291640 | 0 | 150848 | X | ||||
| SHARON LUCKMAN | |||||||||
| EXEC DIR/SECRETARY (UNTIL 1/1/13) | 50.00 | 1555676 | 0 | 21829 | X | ||||
| ELENA PAUL | |||||||||
| DIR LEGAL & BUS AFFAIRS/BOARD SEC'T | 40.00 | 51417 | 0 | 1789 | X | ||||
| MASAZUMI CHAYA | |||||||||
| ASSOCIATE ARTISTIC DIRECTOR | 40.00 | 242023 | 0 | 286924 | X | ||||
| CALVIN HUNT | |||||||||
| SENIOR DIRECTOR OF PERF & PRODUCTION | 40.00 | 219355 | 0 | 99936 | X | ||||
| THOMAS COTT | |||||||||
| DIRECTOR OF MARKETING | 40.00 | 195739 | 0 | 17867 | X | ||||
| CHRISTOPHER ZUNNER | |||||||||
| DIRECTOR OF PUBLIC RELATIONS | 40.00 | 173244 | 0 | 14880 | X | ||||
| MICHAEL LEDERMAN | |||||||||
| DIRECTOR OF IT | 40.00 | 149151 | 0 | 37133 | X | ||||
| AMANDA NELSON | |||||||||
| DEPUTY DIR OF DEV | 40.00 | 157379 | 0 | 16632 | X | ||||
| MELANIE PERSON | |||||||||
| CO-DIRECTOR/AILEY SCHOOL | 40.00 | 130907 | 0 | 12477 | X | ||||
| JUDITH JAMISON | |||||||||
| ARTISTIC DIRECTOR EMERITA | 10.00 | 142466 | 0 | 34 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3863981 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 804471 | TotalOtherCompensation |
| Number Individuals GT100 K | 25 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OPUS 3 ARTISTS | |||||
| 470 PARK AVE SO | NEW YORK | NY | 10016 | BOOKING AGENT | 270595 |
| DIVINE PHYSICAL THERAPY | |||||
| 89 VANDERVEER STREET 1ST FLOOR | BROOKLYN | NY | 11207 | PHYSICAL THERAPY SERVICES | 198126 |
| JPMORGAN CHASE BANK NA | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MGMT FEES | 145610 |
| MCGLADREY LLP | |||||
| 1185 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | AUDIT/ACCOUNTING SERVICES | 113605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 3791555 | FundraisingEvents |
| Government Grants | 530573 | GovernmentGrants |
| All Other Contributions | 6526506 | AllOtherContributions |
| Noncash Contributions | 530449 | NoncashContributions |
| Total Contributions | 10848634 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PERFORMANCE FEES | 711120 | 12866581 | 12866581 | |
| TUITION & TEACHING FEES | 611600 | 9396539 | 9396539 | |
| STUDIO INCOME | 531120 | 747155 | 561866 | 185289 |
| STUDENT FEES | 611710 | 445236 | 445236 | |
| SCHOOL TICKET SALES | 611600 | 146697 | 146697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23602208 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2213442 | TotalRevenueColumn |
| Exclusion | $2,213,442 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87182 | TotalRevenueColumn |
| Exclusion | $87,182 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 83403061 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81182637 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2220424 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2220424 | TotalRevenueColumn |
| Exclusion | $2,220,424 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 238569 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3791555 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1123545 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -884976 | TotalRevenueColumn |
| Exclusion | -$884,976 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MISC. INCOME | 900099 | 74780 | $74,780 | |
| RELATED MERCHANDISE SALES | 711120 | 68001 | 68001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 142781 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38229695 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23484920 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 185289 | UnrelatedBusinessRevenue |
| Exclusion | $3,710,852 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1466518 | Total |
| Program Services | 1466518 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2571614 | Total |
| Program Services | 986608 | ProgramServices |
| Management And General | 1585006 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13115094 | Total |
| Program Services | 10867466 | ProgramServices |
| Management And General | 1087282 | ManagementAndGeneral |
| Fundraising | 1160346 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428043 | Total |
| Program Services | 384905 | ProgramServices |
| Management And General | 19428 | ManagementAndGeneral |
| Fundraising | 23710 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1828492 | Total |
| Program Services | 1546638 | ProgramServices |
| Management And General | 163081 | ManagementAndGeneral |
| Fundraising | 118773 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1088061 | Total |
| Program Services | 872605 | ProgramServices |
| Management And General | 146889 | ManagementAndGeneral |
| Fundraising | 68567 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63773 | Total |
| Management And General | 63773 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149078 | Total |
| Management And General | 149078 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195882 | Total |
| Management And General | 195882 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3404121 | Total |
| Program Services | 2972706 | ProgramServices |
| Management And General | 361560 | ManagementAndGeneral |
| Fundraising | 69855 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1590432 | Total |
| Program Services | 1590432 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526713 | Total |
| Program Services | 235408 | ProgramServices |
| Management And General | 153813 | ManagementAndGeneral |
| Fundraising | 137492 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190890 | Total |
| Program Services | 131462 | ProgramServices |
| Management And General | 41420 | ManagementAndGeneral |
| Fundraising | 18008 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169187 | Total |
| Program Services | 169187 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1831808 | Total |
| Program Services | 1653114 | ProgramServices |
| Management And General | 127803 | ManagementAndGeneral |
| Fundraising | 50891 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2624220 | Total |
| Program Services | 2566520 | ProgramServices |
| Management And General | 46763 | ManagementAndGeneral |
| Fundraising | 10937 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140748 | Total |
| Program Services | 121043 | ProgramServices |
| Management And General | 14075 | ManagementAndGeneral |
| Fundraising | 5630 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1671614 | Total |
| Program Services | 1437588 | ProgramServices |
| Management And General | 167161 | ManagementAndGeneral |
| Fundraising | 66865 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182215 | Total |
| Program Services | 153880 | ProgramServices |
| Management And General | 28283 | ManagementAndGeneral |
| Fundraising | 52 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DEBT SRVC & OTHER FEES | 501781 | 122422 | 342396 | 36963 |
| COSTUMES & WARDROBE | 384837 | 384837 | ||
| EQUIPMENT RENTAL | 300546 | 300546 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 948929 | Total |
| Program Services | 624607 | ProgramServices |
| Management And General | 63534 | ManagementAndGeneral |
| Fundraising | 260788 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35374596 | Total |
| Program Services | 28588492 | ProgramServices |
| Management And General | 4757227 | ManagementAndGeneral |
| Fundraising | 2028877 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11258544 | BOY |
| EOY | 11420512 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9970684 | BOY |
| EOY | 8414254 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7139909 | BOY |
| EOY | 5320418 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420543 | BOY |
| EOY | 1426189 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15815 | BOY |
| EOY | 15893 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193958 | BOY |
| EOY | 239509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 52416054 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12827421 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40945559 | BOY |
| EOY | 39588633 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68092844 | BOY |
| EOY | 78082331 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16538271 | BOY |
| EOY | 15326415 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2248264 | BOY |
| EOY | 2575579 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156824391 | BOY |
| EOY | 162409733 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5160255 | BOY |
| EOY | 4990836 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1690031 | BOY |
| EOY | 1970742 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13834567 | BOY |
| EOY | 13831433 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20684853 | BOY |
| EOY | 20793011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76150381 | BOY |
| EOY | 79310454 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15368678 | BOY |
| EOY | 17578933 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44620479 | BOY |
| EOY | 44727335 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136139538 | BOY |
| EOY | 141616722 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156824391 | BOY |
| EOY | 162409733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2855099 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2622085 | 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 Separate | X | FinancialStatementSeparate |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9458190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10564613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11957843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14322871 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10848634 | CurrentTaxYear |
| Total | 57152151 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20077801 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18006738 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21815843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22961068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23484920 | CurrentTaxYear |
| Total | 106346370 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29535991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28571351 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33773686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37283939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34333554 | CurrentTaxYear |
| Total | 163498521 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10357289 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1460327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2503799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5953000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1791970 | CurrentTaxYear |
| Total | 22066385 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10357289 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1460327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2503799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5953000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1791970 | CurrentTaxYear |
| Total | 22066385 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 141432136 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2574371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2310536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1790658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1991133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2400624 | CurrentTaxYear |
| Total | 11067322 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2574371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2310536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1790658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1991133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2400624 | CurrentTaxYear |
| Total | 11067322 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111113 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 159838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 187021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185289 | CurrentTaxYear |
| Total | 738374 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30931 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74780 | CurrentTaxYear |
| Total | 251019 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32255988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31054723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35755113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39495165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36994247 | CurrentTaxYear |
| Total | 175555236 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.80560 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.77830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06300 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06150 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | GeneralExplanation |
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 | 48550319 | BeginningOfYearBalance |
| Contributions | 3572766 | Contributions |
| Investment Earnings Or Losses | 4937785 | InvestmentEarningsOrLosses |
| Other Expenditures | 2100627 | OtherExpenditures |
| End Of Year Balance | 54960243 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43594415 | BeginningOfYearBalance |
| Contributions | 6782071 | Contributions |
| Investment Earnings Or Losses | -1183022 | InvestmentEarningsOrLosses |
| Other Expenditures | 643145 | OtherExpenditures |
| End Of Year Balance | 48550319 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37287514 | BeginningOfYearBalance |
| Contributions | 2894110 | Contributions |
| Investment Earnings Or Losses | 3884825 | InvestmentEarningsOrLosses |
| Other Expenditures | 472034 | OtherExpenditures |
| End Of Year Balance | 43594415 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30168886 | BeginningOfYearBalance |
| Contributions | 2897362 | Contributions |
| Investment Earnings Or Losses | 5070489 | InvestmentEarningsOrLosses |
| Other Expenditures | 849223 | OtherExpenditures |
| End Of Year Balance | 37287514 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33849566 | BeginningOfYearBalance |
| Contributions | 3093804 | Contributions |
| Investment Earnings Or Losses | -5990017 | InvestmentEarningsOrLosses |
| Other Expenditures | 784467 | OtherExpenditures |
| End Of Year Balance | 30168886 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9334293 | OtherCostOrOtherBasis |
| Book Value | 9334293 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33217781 | OtherCostOrOtherBasis |
| Depreciation | 7120532 | Depreciation |
| Book Value | 26097249 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9863980 | OtherCostOrOtherBasis |
| Depreciation | 5706889 | Depreciation |
| Book Value | 4157091 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39588633 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 15326415 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15326415 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BONDS PAYABLE | $13,760,000 |
| LIABILITIES FOR AMOUNTS HELD FOR OTHERS | $71,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13831433 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 39519924 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2622085 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 113899 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -1249873 | OtherRevenues |
| Revenue Not Rptd F990 | 1486111 | RevenueNotRptdF990 |
| Revenue Subtotal | 38033813 | RevenueSubtotal |
| Investment Expenses Not Included | 195882 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 195882 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38229695 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34042740 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 113899 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 113899 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33928841 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 195882 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1249873 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1445755 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35374596 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION REMISSIONS & OTHER GRANTS -1,249,873. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION REMISSIONS & OTHER GRANTS 1,249,873. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | DANCE PERFORMANCES | 314076 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | DANCE PERFORMANCES | 99123 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 15326415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 15739614 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 15739614 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ONG DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 2359489 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2239004 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 120485 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 460090 | OtherDirectExpensesEvent1 |
| Name Of Event2 | APOLLO DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 964329 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 942880 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 21449 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 43379 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 321153 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 706306 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 609671 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 96635 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 298923 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 4030124 | GrossReceiptsTotal |
| Charitable Contributions Total | 3791555 | CharitableContributionsTotal |
| Gross Revenue Total Events | 238569 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 43379 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1080166 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1123545 | DirectExpenseSummaryEvents |
| Net Income Summary | -884976 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TUITION REMISSION | 340 | 1050652 |
| LIVING STIPENDS | 54 | 226261 |
| TUITION ASSISTANCE | 13 | 181850 |
| PROFESSIONAL DEVELOPMENT | 1 | 7755 |
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: STUDENT AID IS GIVEN IN THE FORM OF TUITION REMISSION, WHICH IS APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT. OTHER AID IS GIVEN THROUGH CASH STIPENDS FOR LIVING EXPENSES. THIS AID IS DISBURSED EACH SEMESTER WHEN THE STUDENT ARRIVES. THE STUDENT MUST MAINTAIN SATISFACTORY ACADEMIC PROGRESS IN ALL OF THEIR CLASSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BATTLE | ||||||||||||||
| TRUSTEE/ARTISTIC DIRECTOR | 319552 | 0 | 0 | 0 | 0 | 0 | 6750 | 0 | 12835 | 0 | 339137 | 0 | 0 | 0 |
| PAMELA ROBINSON | ||||||||||||||
| CFO/TREASURER | 235432 | 0 | 0 | 0 | 0 | 0 | 96867 | 0 | 27670 | 0 | 359969 | 0 | 0 | 0 |
| BENNETT RINK | ||||||||||||||
| EXECUTIVE DIRECTOR (FROM 1/1/13) | 291640 | 0 | 0 | 0 | 0 | 0 | 123000 | 0 | 27848 | 0 | 442488 | 0 | 0 | 0 |
| SHARON LUCKMAN | ||||||||||||||
| EXEC DIR/SECRETARY (UNTIL 1/1/13) | 455676 | 0 | 0 | 0 | 1100000 | 0 | 7500 | 0 | 14329 | 0 | 1577505 | 0 | 825000 | 0 |
| MASAZUMI CHAYA | ||||||||||||||
| ASSOCIATE ARTISTIC DIRECTOR | 242023 | 0 | 0 | 0 | 0 | 0 | 272032 | 0 | 14892 | 0 | 528947 | 0 | 0 | 0 |
| CALVIN HUNT | ||||||||||||||
| SENIOR DIRECTOR OF PERF & PRODUCTION | 219355 | 0 | 0 | 0 | 0 | 0 | 89981 | 0 | 9955 | 0 | 319291 | 0 | 0 | 0 |
| THOMAS COTT | ||||||||||||||
| DIRECTOR OF MARKETING | 195739 | 0 | 0 | 0 | 0 | 0 | 5988 | 0 | 11879 | 0 | 213606 | 0 | 0 | 0 |
| CHRISTOPHER ZUNNER | ||||||||||||||
| DIRECTOR OF PUBLIC RELATIONS | 173244 | 0 | 0 | 0 | 0 | 0 | 5250 | 0 | 9630 | 0 | 188124 | 0 | 0 | 0 |
| MICHAEL LEDERMAN | ||||||||||||||
| DIRECTOR OF IT | 149151 | 0 | 0 | 0 | 0 | 0 | 5196 | 0 | 31937 | 0 | 186284 | 0 | 0 | 0 |
| AMANDA NELSON | ||||||||||||||
| DEPUTY DIR OF DEV | 157379 | 0 | 0 | 0 | 0 | 0 | 5325 | 0 | 11307 | 0 | 174011 | 0 | 0 | 0 |
| JUDITH JAMISON | ||||||||||||||
| ARTISTIC DIRECTOR EMERITA | 0 | 0 | 0 | 0 | 142466 | 0 | 0 | 0 | 34 | 0 | 142500 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | A HOUSING ALLOWANCE AND PAYMENTS TO OFFSET TAX CONSEQUENCES WERE PAID TO THE ARTISTIC DIRECTOR EMERITA. THESE AMOUNTS ARE INCLUDED IN "OTHER REPORTABLE COMPENSATION" AND REPORTED ON THE W2. |
| PART I, LINE 4B | THE FORMER EXECUTIVE DIRECTOR HAD AN EMPLOYMENT CONTRACT WITH THE FOUNDATION COVERING THE PERIOD FROM JULY 1, 2009 TO JUNE 30, 2013. INCLUDED IN THE AGREEMENT WAS THE PROVISION FOR A SPECIAL BONUS OF $500,000 AND A SUPPLEMENTAL RETIREMENT PAYMENT OF $600,000, TO BE PAID TO HER UPON EITHER (1) THE TERMINATION OF THE EMPLOYMENT PERIOD ON THE EXPIRATION DATE WITHOUT HER SEPARATION FROM SERVICE PRIOR TO SUCH EXPIRATION DATE, OR (2) A TERMINATION OF THE EMPLOYMENT PERIOD PRIOR TO THE EXPIRATION DATE DUE TO HER SEPARATION FROM SERVICE DUE TO AN INVOLUNTARY TERMINATION OF HER EMPLOYMENT BY THE FOUNDATION WITHOUT CAUSE OR THE CONSTRUCTIVE DISCHARGE BY THE FOUNDATION. UPON APPOINTMENT OF A NEW EXECUTIVE DIRECTOR IN DECEMBER 2012, THE SPECIAL BONUS AND SUPPLEMENTAL RETIREMENT PAYMENT WERE PAID TO HER AND ARE SHOWN ON SCHEDULE J, PART II, COLUMN B(III). COLUMN F INCLUDES 3/4 OF THE TOTAL PAYMENT, AS THIS AMOUNT WAS INCLUDED ON PRIOR YEARS' FORM 990 RETURNS. THE ASSOCIATE ARTISTIC DIRECTOR HAS AN AGREEMENT WITH THE FOUNDATION TO BE PROVIDED A SUPPLEMENTAL RETIREMENT PENSION PAYMENT. THE AGREEMENT COVERS THE PERIOD FROM JULY 1, 2010 TO JUNE 30, 2014. THE PAYMENT OF $1,060,000 WILL BE MADE TO HIM OR TO HIS DESIGNATED DEATH BENEFICIARY/IES, AS THE CASE MAY BE, ON OR AS SOON AS PRACTICABLE AFTER THE FIRST TO OCCUR OF: (I) HIS TERMINATION OF EMPLOYMENT ON ACCOUNT OF HIS DEATH OR DISABILITY PRIOR TO JUNE 30, 2014; (II) HIS INVOLUNTARY TERMINATION OF EMPLOYMENT BY AADF PRIOR TO JUNE 30, 2014 WITHOUT CAUSE; (III) JUNE 30, 2014 IF HE IS AN ACTIVE EMPLOYEE OF AADF ON JUNE 30, 2014; OR (IV) ANY TERMINATION OF EMPLOYMENT BY HIM OCCURRING AT A TIME AND UNDER CIRCUMSTANCES THAT WOULD GIVE HIM UNPAID LEAVE RIGHTS UNDER THE FAMILY AND MEDICAL LEAVE ACT OF 1993 IF HE HAD ELECTED TO TAKE A LEAVE OF ABSENCE RATHER THAN TO TERMINATE HIS EMPLOYMENT. INCLUDED ON SCHEDULE J, PART II, COLUMN C IS $265,000, WHICH REPRESENTS 1/4 OF THE TOTAL AMOUNT LISTED ABOVE. THIS AMOUNT HAS NOT BEEN PAID AND HAS ONLY BEEN INCLUDED RATABLY UNDER THE PERIOD THE SERVICES ARE TO BE PERFORMED UNDER THE CONTRACT, PER THE INSTRUCTIONS FOR SCHEDULE J. THE FOUNDATION ENTERED INTO A "PAY TO STAY" AGREEMENT WITH THREE OF ITS SENIOR STAFF. THE AGREEMENT PROVIDES THE PARTICIPANTS WITH THE INCENTIVE TO REMAIN WITH THE FOUNDATION FOR A PERIOD OF TIME, COVERED IN THE AGREEMENT. THE EFFECTIVE DATE OF THE AGREEMENT IS APRIL 1, 2012 AND ENDS ON VARIOUS DATES, ALL WITHIN THE 2014 CALENDAR YEAR. EACH PARTICIPANT WILL RECEIVE A SINGLE LUMP SUM PAYMENT, LESS TAX WITHHOLDINGS, AS SOON AS PRACTICABLE FOLLOWING THE PARTICIPANT'S PAYMENT DATE, IF THE PARTICIPANT MAINTAINS HIS/HER ELIGIBLE ACTIVE PARTICIPATORY EMPLOYMENT WITH THE FOUNDATION THROUGH HIS/HER PAYMENT DATE. EXCEPTIONS ARE AS FOLLOWS: (I) IF A PARTICIPANT IS INVOLUNTARILY TERMINATED BY THE FOUNDATION FOR REASONS OTHER THAN CAUSE BETWEEN THE EFFECTIVE DATE AND THE PARTICIPANT'S PAYMENT DATE, THE PARTICIPANT SHALL RECEIVE THE PLAN BENEFITS; (II) IF A PARTICIPANT TERMINATES EMPLOYMENT WITH THE FOUNDATION DUE TO DEATH OR DISABILITY BETWEEN THE EFFECTIVE DATE AND THE PARTICIPANT'S PAYMENT DATE, THE PARTICIPANT SHALL RECEIVE AN APPLICABLE PORTION OF THE PLAN BENEFITS; (III) IF A PARTICIPANT IS OFFERED THE POSITION OF EXECUTIVE DIRECTOR OF THE FOUNDATION BETWEEN THE EFFECTIVE DATE AND THE PARTICIPANT'S PAYMENT DATE, THE PARTICIPANT SHALL RECEIVE AN APPLICABLE PORTION OF THE PLAN BENEFITS, IF THE PARTICIPANT REMAINS IN THE EMPLOY OF THE FOUNDATION THROUGH HIS OR HER PAYMENT DATE. SAID PORTION IS TO BE CALCULATED AS DESCRIBED IN THE AGREEMENT; (IV) A PARTICIPANT WHO IS TERMINATED BY THE FOUNDATION FOR CAUSE OR WHO VOLUNTARILY TERMINATES HIS OR HER EMPLOYMENT WITH THE FOUNDATION PRIOR TO HIS OR HER PAYMENT DATE SHALL NOT BECOME ENTITLED TO ANY PLAN BENEFITS. THE AGREEMENT COVERS THE SENIOR DIRECTOR OF PERFORMANCE & PRODUCTION, THE CFO, AND THE NEW EXECUTIVE DIRECTOR (FORMERLY SENIOR DIRECTOR OF EXTERNAL AFFAIRS), WITH PAYOUT AMOUNTS RANGING FROM $250,000 TO $310,000. INCLUDED ON SCHEDULE J, PART II, COLUMN C IS THE ACCRUED PORTION, FOR CALENDAR YEAR 2012, OF EACH PARTICIPANT'S PAYMENT AMOUNT, AS LISTED ABOVE. THIS AMOUNT HAS NOT BEEN PAID AND HAS ONLY BEEN INCLUDED RATABLY UNDER THE PERIOD THE SERVICES ARE TO BE PERFORMED UNDER THE AGREEMENT, PER THE INSTRUCTIONS FOR SCHEDULE J. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911882413 | IssuerEIN |
| CUSIP Number | 649717MV4 | CUSIPNumber |
| Date Issued | 2003-11-06 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | TO FINANCE PART OF THE CONSTRUCTION COSTS OF THE ORGANIZATION'S FACILITIES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 20000000 | TotalProceeds |
| Capitalized Interest | 626103 | CapitalizedInterest |
| Issuance Costs From Proceeds | 440173 | IssuanceCostsFromProceeds |
| Capital Expenditures | 18762525 | CapitalExpenditures |
| Other Spent Proceeds | 171200 | OtherSpentProceeds |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.01000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.01000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.02000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 382551 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV WHEN DONATED | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29688 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PRINTING SERVICES/SUPPLIES | 1 | 28918 | RETAIL VALUE |
| X | EVENT SERVICES/SUPPLIES | 6 | 89292 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTORS ABOVE REPRESENTS THE NUMBER OF DONORS OF NON-CASH ITEMS DURING THE FISCAL YEAR ENDED JUNE 30, 2013. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT OF THE 990 IS THOROUGHLY EXAMINED AND REVIEWED BY THE TREASURER & CFO AND BY THE CHAIR OF THE AUDIT COMMITTEE, AS WELL AS THE EXECUTIVE DIRECTOR AND BY OTHER KEY STAFF AS APPROPRIATE. THE COMPLETED 990 IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (WHO WAS PREVIOUSLY DELEGATED THAT RESPONSIBILITY BY THE FULL BOARD) PRIOR TO FILING. ALSO PRIOR TO FILING, A FULL COPY IS SENT TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE CONFLICT OF INTEREST POLICY IS SENT TO EACH MEMBER OF THE BOARD, AS WELL AS THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE POLICY IS REVIEWED AND DISCUSSED AT ONE BOARD MEETING EACH YEAR. INDIVIDUALS ARE REQUIRED TO COMPLETE AND RETURN A QUESTIONNAIRE WHICH WOULD NOTE ANY NECESSARY DISCLOSURES OR CONFLICTS. THE CFO REVIEWS EACH COMPLETED QUESTIONNAIRE AND, IF A CONFLICT ARISES, THE CFO WILL BRING THE MATTER TO THE ATTENTION OF THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD PERFORMS DUE DILIGENCE ON APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE COMPENSATION COMMITTEE SEEKS DIRECTION AND ADVICE FROM OUTSIDE COUNSEL, WHO SPECIALIZE IN EXECUTIVE COMPENSATION, AND FROM CONSULTANTS WHO PERFORM BENCHMARKING ANALYSIS TO ASSIST IN DEVELOPING THE RECOMMENDATION. THE EXECUTIVE COMMITTEE MEETS WITH THE COMPENSATION COMMITTEE AND COUNSEL TO REVIEW THE PROPOSED COMPENSATION. AADF PERFORMS INTERNAL BENCHMARKING FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION USING PUBLISHED SURVEYS AND OTHER RESOURCES. SALARY RECOMMENDATIONS ARE PROPOSED BY THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. THESE RECOMMENDATIONS ARE ALSO REVIEWED BY A MEMBER OF THE BOARD WHO IS A PROFESSIONAL IN EXECUTIVE RECRUITMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE IRS FORM 990 IS AVAILABLE UPON REQUEST AND ALSO ON WEBSITES SUCH AS GUIDESTAR.ORG. GOVERNING DOCUMENTS, SUCH AS THE CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS, ARE NOT AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART VII | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
| FORM 990, PART VII & SCHEDULE J | ROBERT BATTLE, ARTISTIC DIRECTOR & TRUSTEE, IS COMPENSATED FOR HIS SERVICE TO THE ORGANIZATION AS THE ARTISTIC DIRECTOR, NOT FOR HIS SERVICE AS A TRUSTEE. |
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