2012-05-15T13:26:28-05:00 2011-06-30 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2010-07-01 391131995 Association of Performing Arts Presenters ASSO 2028332787 1211 Connecticut Avenue NW No 200 Washington DC 20036 Mario Durham 2022073855 2012-05-15 1 James E Marshall Jr 4105840060 2012-05-15 2010 2016-02-24 21:20:13Z Mario Durham 1211 Connecticut Avenue NW No 200 Washington DC 20036 5190540 0 X www.artspresenters.org X 1957 WI The Association of Performing Arts Presenters develops and support a robust performing arts presenting field and the professionals who work in it. 22 21 23 0 132015 -1637 2005753 1536476 1590405 1654055 95934 30172 311694 295855 4003786 3516558 514494 1542164 0 0 1567917 1029384 0 0 230959 2692147 2533036 4774558 5104584 -770772 -1588026 4910290 4194359 804436 1540524 4105854 2653835 X The Association of Performing Arts Presenters develop and support a robust performing arts presenting field and the professionals who work in it. 0 0 1506679 1649105 Members Conference - More than 4,000 performing arts professionals attend the conference. Activities include workshops, roundtable discussions, presentations, artist showcases, and exhibitions. 2013024 1542164 4950 Professional Development - Develop and provide year-round seminars (in person and online), information, data and resources that deepen and expand capacity in individuals and organizations. 481809 30941 External and Government Affairs - Activities include external messaging and communications to both members and non-members, advocacy on issues of importance to the field, media relations, website content, quarterly member newsletter and e-newsletters. Projects include marketing and publications for the Annual Members' Conference and professional development seminars and a bi-monthly magazine. 508218 132899 Membership Services - Membership services-Activities are inclusive of research & development, information services, APAP 365, and affinity program management. Revenue is comprised of other income. 508218 132899 4509730 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 55 0 23 0 1 1 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X The Association 2028332787 1211 Connecticut Avenue NW 200 Washington DC 200362716 Mike Ross 1.00 X X 0 0 0 Josh LaBelle 1.00 X X 0 0 0 Arlynn Fishbaugh 1.00 X X 0 0 0 Abel Lopez 1.00 X X 0 0 0 Sandra Gibson 40.00 X X 229625 0 22428 Jim Copenhaver 1.00 X 0 0 0 Adrian Ellis 1.00 X 0 0 0 Nicole Borrelli Hearn 1.00 X 0 0 0 Emil Kang 1.00 X 0 0 0 Larry Kosson 1.00 X 0 0 0 Eric Lariviere 1.00 X 0 0 0 Steve Levine 1.00 X 0 0 0 Aimee M Petrin 1.00 X 0 0 0 Colleen Porter 1.00 X 0 0 0 Malik Robinson 1.00 X 0 0 0 Alison Spiriti 1.00 X 0 0 0 Johann Zietsman 1.00 X 0 0 0 Dr Michael Blachly 1.00 X 0 0 0 Aaron P Dworkin 1.00 X 0 0 0 Stephanie S Hughley 1.00 X 0 0 0 Dr Maria Rosario Jackson 1.00 X 0 0 0 Terri M Trotter 1.00 X 0 0 0 Todd Wetzel 1.00 X 0 0 0 Malinda Lambert 40.00 X 86520 0 11920 Scott Stoner 40.00 X 61923 0 7762 Joseph F Rooney 40.00 X 32780 0 1878 Kari Rudgers 40.00 X 105000 0 6434 Leah Frelinghuyser 40.00 X 81600 0 10860 597448 0 61282 2 0 1 0 1211 Financial Associates LLC 1233 20th Street NW Ste 207 Washington DC 20036 Rent Expense 277553 Hilton New York & Towers 1335 Sixth Ave New York NY 10019 APAP 2010 Hotel Conference 237294 MRA Services PO Box 389 Woodinville WA 98072 Registration System 109095 More Productive Now LLC 12154 Darnestown Road Suite 140 Gaithersburg MD 20878 IT Consultant 105000 GES 7000 Lindell Road Las Vegas NV 89118 Exhibit Hall Decorator 101852 5 830043 706433 1536476 Annual Conference 711190 1649105 1649105 Continuing Education 711190 4950 4950 1654055 35694 35694 1668460 1673982 -5522 -5522 -5522 Publications 541800 162956 30941 132015 Other income 900099 132899 132899 295855 3516558 1817895 132015 30172 1542164 1542164 654352 462673 118973 72706 268402 189780 48800 29822 41580 29400 7560 4620 65050 45995 11827 7228 851901 785380 41289 25232 134280 134280 87247 76286 6658 4303 416122 324685 56754 34683 388690 377979 3795 6916 160 113 29 18 180345 127517 32790 20038 127521 92956 21454 13111 Honoraria 192856 192624 144 88 Other Expenses 134533 109749 13057 11727 Dues and Registration 18812 17734 669 409 Publications 351 261 56 34 Taxes 218 154 40 24 5104584 4509730 363895 230959 7511 100227 2393986 1950716 773598 342500 29738 32711 9224 8793 34430 115819 1004459 432201 594383 572258 761936 987373 282179 60657 23305 23305 4910290 4194359 151027 100251 104373 768423 386895 507621 162141 164229 804436 1540524 X 1012402 1017951 2315457 846268 777995 789616 4105854 2653835 4910290 4194359 X -1588026 136007 X X 0 1 1 X 0 X 2208651 2434894 3956739 2005753 1536476 12142513 2406637 1749163 1639560 1590405 1654055 9039820 4615288 4184057 5596299 3596158 3190531 21182333 0 0 0 21182333 168802 122918 68281 95934 35694 491629 168802 122918 68281 95934 35694 491629 88992 64913 85495 123218 163840 526458 4873082 4371888 5750075 3815310 3390065 22200420 0.95410 0.95400 0.02210 0.02500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75750 33267 109017 4995567 5104584 405229 101307 0 0 370156 380394 388684 405229 1544463 2316695 104616 120864 128797 109017 463294 92539 95099 97171 101307 386116 579174 77460 66388 79563 75750 299161 760928 11621 139302 911851 681424 79504 760928 820121 12569 -151266 681424 0.86500 0.13500 0 0 67988 25499 42489 99413 83231 16182 837058 323471 513587 572258 Deferred Rent and Lease Incentive 164229 164229 3516558 5104584 -1588026 136007 136007 -1452019 3652565 136007 136007 3516558 0 3516558 5104584 0 5104584 0 5104584 Description of Intended Use of Endowment Funds: Part V, Line 4: There are two endowment funds, the Classical Connections Endowment and the William Dawson Education Endowment. The Classical Connections Endowment primarily supports the Young Performers Career Advancement Program (YPCA) which combines seminars, group discussions, workshops and a showcase at Carnegie Hall to immerse a selected group of promising young artists into the world of performing arts. The funds support faculty fees, travel, expenses, audio-visual service, recital hall rental, production and reception expenses for the YPCA program in New York City. The William Dawson Education Endowment funds an annual research internship program for graduate students. The program identifies an issue or topic of importance to the presenting field, a team of students conducts research on that topic, and presents their findings in a session at the annual Association of Performing Arts Presenters members conference in New York City. The Endowment funds provide stipends and travel support for students to conduct and present their research. 1 Cal State University Long Beach 6300 State University Drive Suite 332 Long Beach CA 90815 956106694 501(c)(3) 241911 Creative Campus Innovations Grant II Cuyahoga Community College 700 Carnegie Avenue Cleveland OH 44115 237320719 501(c)(3) 251670 Creative Campus Innovations Grant II Montclair State Univesity Foundation One Normal Avenue Montclair NJ 07043 226017209 501(c)(3) 251670 Creative Campus Innovations Grant II Penn State University Suite 202 James M Elliott Building University Park PA 16802 246000376 501(c)(3) 251670 Creative Campus Innovations Grant II Ohio State University 1871 North High Street Columbus OH 43210 316025986 501(c)(3) 140000 Creative Campus Innovations Grant II Tampa Bay Performing Arts Center 1010 North WC MacInnes Place Tampa FL 33602 592037085 501(c)(3) 10000 MetLife Arts Access Award Stanford University Stanford University 537 Lomita Mall Mall Stanford CA 94305 941156365 501(c)(3) 20000 Creative Campus Sustainability Grant Flynn Center for the Performing Arts 153 Main Street Burlington VT 05401 030277052 501(c)(3) 20000 Met Life and Cultural Exchange Fund John Michael Kohler Arts Center 608 New York Ave Sheboygan WI 53081 391085180 501(c)(3) 10000 Met life University of California Santa Barbara UC Santa Barbara Santa Barbara CA 93106 956006145 501(c)(3) 10000 Met Life Helena PrsentsMyrna Loy 15 N Ewing Helena MT 59601 510185430 501(c)(3) 8000 Cultural Exchange Fund University of Michigan (UMS) 881 North University Avenue Ann Arbor MI 48109 381545881 501(c)(3) 251670 Creative Campus Innovations Grant II 13 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The organization provides funding support in three separate program areas as follows - note: applications for all grants programs are subject to an external panel review and include a contract which specifies adherence to APAP policy of use for expenditures (including travel) as well as programmatic and financial reporting requirements. The Creative Campus Innovations Program grants funds to campus-based arts presenters for the development and implementation of projects that exemplify innovative approaches to integrating the arts across the academy (campus community). In addition to interim and final reporting requirements, APAP staff and the funding foundation's representative conduct evaluator site visits. The Cultural Exchange Fund grants travel subsidies to individuals and groups for purposes of traveling internationally to see the work of artists and meet with presenting colleagues to foster potential presenting and touring opportunities for international artists in the U.S. The group award of up to $10,000 is made to the lead organization of a group from a minimum of three presenting organizations for travel to an international arts festival or event - funds are only to be used to cover air and ground transportation, per diem, and performance tickets or registration fee. The APAP/MetLife Arts Access Awards Program provides awards to non-profit arts presenting organizations (who are also members of APAP) who have demonstrated exemplary strategies for engaging audiences with disabilities or underserved populations in the performing arts. Documentation of outcomes of all grantees and awardees in the programs cited above is available on APAP's web site. X X X 0 0 0 0 0 0 0 0 0 Sandra Gibson 229625 0 0 0 0 0 11481 0 10947 0 252053 0 0 0 Form 990, Part VI, Section A, line 6 The Association shall have two categories of members: (i) Voting Members and (ii) Nonvoting Members. Voting Membership in the Association shall be open to any individual or organization that operates in the performing arts, presenting or touring industries. Additional membership classifications shall be determined by the Board of Directors. Each Voting Member shall be entitled to one voting representative. Each voting representative shall have one vote upon each distinct matter included as an agenda item in a Written Ballot and/or submitted to a vote at meetings of the members as provided herein. All other representatives shall have the privilege of the floor but shall not be entitled to vote at meetings of the members. The Board of Directors shall have the power to set dues for one or more categories of membership and may vary the amount of dues among such categories of members. However, dues set for members must be subsequently ratified by a simple majority of the Voting Members represented at a regular or special meeting of the members as set forth herein. Form 990, Part VI, Section A, line 7b There are a couple of decisions that are made by the governing body which are subject to member approval in accordance with the Organization's bylaws. Those decisions are in regard to changes to membership dues or changes to the Organization's bylaws. These two types of decisions, once made by the governing board, are subject to member ratification. Members must vote and approve any such changes as described herein. Form 990, Part VI, Section B, line 11 A copy of the Form 990 is circulated to the organization's Board Treasurer and President/CEO for review. Upon finalization/approval, the Form 990 is signed by the President/CEO. Form 990, Part VI, Section B, line 12c The Association of Performing Arts Presenters has a conflict of interest statement which is signed by board members annually. The conflict of interest statement was most recently updated in 2009. The staff is currently in the process of canvassing the Members of the Board of Directors on any areas of potential conflict. Form 990, Part VI, Section B, line 15 Arts Presenters President and CEO's annual performance evaluation is conducted prior to the end of each fiscal year. In April 2011, Sandra Gibson, Arts Presenter's President and CEO announced she would not seek to renew her contract. Therefore, the focus of the board's Executive Committee turned to planning for the CEO's departure, establishing criteria for the hire of a new President and CEO, and filling the office with an interim CEO. The typical review process involves the President and CEO's self assessment in response to a set of priorities and annual operating plan established by the board of directors along with the annual unaudited financial statement. The Executive Committee reviews the CEO's performance on the accomplishments and challenges of the previous year. As a part of the review process, the President and CEO also provides documentation on salary/compensation of comparable performance arts service organizations to determine any change in CEO compensation. The recommendation to continue the CEO written employment contract is based on the Executive Committee's assessment of the CEO and approval by the board. The President and CEO tracks and monitors the progress through monthly conference calls with the Executive Committee, and weekly conference calls with the chair of the board. In June 2011, APAP President & CEO Sandra Gibson, ended her service to the association. To promote a smooth and seamless transition, Gibson was retained at Arts Presenters as a special consultant from July 1, 2011-October 31, 2011.The executive's role transitioned to one of supporting the organization on an as-needed basis at the direction of an Interim CEO while the APAP Board of Directors implemented a transition plan to move the association to its next phase. As a part of the plan, the board established the "APAP Future Working Group," a steering committee that worked closely with the full board, staff and members to guide the association's pathway of change and advancement. A search committee was also formed to select Gibson's successor and was led by board Vice Chair, Josh LaBelle. In April 2011, the APAP board of directors unanimously agreed to appoint Jim Copenhaver, current board member, as interim CEO. Jim Copenhaver requested a leave of absence and recused himself from all votes and board deliberations at that time. Copenhaver partnered with Gibson in the CEO role starting in April 2011 until her departure as President & CEO, and assumed full responsibility as the Interim Chief Executive Officer on July 1, 2011. Copenhaver remained in that role until Mario Garcia Durham was selected to fill the President and CEO position in October 2011. Form 990, Part VI, Section C, line 19 The Association makes its governing documents and conflict of interest policy available to the public upon request. The Association makes its audited financial statements available to the public on its website. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 136,007. Form 990, Part XII, Line 2c The process has not changed from prior year. Performing Arts Alliance Inc (PAA) 1211 Connecticut Avenue NW Washington DC 20036 521101177 Management fees to cover cost of salaries, fringe benefits, rent & utilties. DC 501(c)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 Performing Arts Alliance Inc (PAA) M 90400