2011-12-14T11:41:07-06:00 2011-07-31 Heveron & Heveron CPAs 260 Plymouth Avenue South Rochester NY 14608 990 2010-08-01 237202906 Geva Theatre Center Inc GEVA 5852321366 75 Woodbury Blvd Rochester NY 14607 Tom Parrish 5852321366 2011-12-09 1 Brenda Smith 5852322956 2010 2016-02-24 21:20:13Z Tom Parrish 75 Woodbury Blvd Rochester NY 14607 8139901 0 X www.gevatheatre.org X 1972 NY Create and produce professional theatre productions, programs & services of a national standard. 36 36 261 703 0 0 2479022 2803406 4053795 4400765 38067 94713 193854 184520 6764738 7483404 0 0 0 0 2995982 3509904 41441 33595 354407 2871456 3148760 5908879 6692259 855859 791145 4633732 5739403 2749377 3019516 1884355 2719887 To create and produce professional theatre productions, programs and services of a national standard. We serve our community through education and outreach programs. We are dedicated to a collaborative art form both within our Theatre and throughout our community. 0 0 5416576 4584607 Geva Theatre Center's primary focus is the production and presentation of professional theatre productions in its 552-seat Mainstage and 180-seat Nextstage theatres. These performances serve residents and visitors of Monroe and the 11 surrounding counties near Rochester, New York. Geva hosted over 430 performances in fiscal year 2011. Approximately 140,000 patrons attended performances at the Theatre during the year. 215424 77976 Education, outreach and community engagement programs are integral to the mission of the Theatre. Over 14,000 school-aged children are served each year via in-school workshops, Discovery Guide print materials, teacher workshops, Artist in the Classroom visits, and attendance at theatre productions. Geva serves patrons through Prologue pre-performance discussions, Sunday Salon, and sign-interpreted and audio described performances for those with disabilities. Geva also hosts a pre-professional theatre training program for talented teens during the summer. This five week Summer Academy culminates in a showcase performance by the students on the Mainstage. 53251 New play development and literary programs play an important role in the organization's service to the field and the local community. Geva provides developmental workshops and performances for young writers, writers in the early stages of their careers, and regional and national professional playwrights. In addition, Geva hosts new play readings, a Festival of New Theatre and community discussions around contemporary issues, free of charge, in the Nextstage. Geva's The Hornets' Nest and What's Next new play series are attended by over 1,000 patrons each season. 5685251 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 78 0 1 261 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X Alana Sansone 5852321366 75 Woodbury Blvd Rochester NY 14607 Peter Messner 2.50 X X 0 0 0 Helen A Zamboni 1.00 X X 0 0 0 Terry Hartmann 1.00 X X 0 0 0 Sergio Esteban 1.00 X X 0 0 0 Lisa Azenberg Hayes 1.00 X X 0 0 0 Todd Liebert 1.00 X X 0 0 0 William J O'Connor 1.00 X X 0 0 0 Dinah Gueldenpfennig Weisberg 1.00 X X 0 0 0 Robert Baden 1.00 X 0 0 0 Dawn Borgeest 1.00 X 0 0 0 Megan Broomfield 1.00 X 0 0 0 Stephanie Caffera 1.00 X 0 0 0 Kristen Clark 1.00 X 0 0 0 Theresa A Conroy 1.00 X 0 0 0 Barbara deLeeuw 1.00 X 0 0 0 Suzanne Gouvernet 1.00 X 0 0 0 Joanna Grosodonia 1.00 X 0 0 0 Nancy Hessler 1.00 X 0 0 0 Sanjay Hiranandani 1.00 X 0 0 0 David Cay Johnston 1.00 X 0 0 0 Rufus M Judson 1.00 X 0 0 0 Christine R Kurland 1.00 X 0 0 0 Dawn Lipson 1.00 X 0 0 0 Lois Niland 1.00 X 0 0 0 Susan Roberts 1.00 X 0 0 0 Daniel R Rundberg 1.00 X 0 0 0 Laura J Sadowski 1.00 X 0 0 0 Barbara H Sassano 1.00 X 0 0 0 Timothy J Shanahan 1.00 X 0 0 0 Sidney Sobel 1.00 X 0 0 0 Malcolm Spaull 1.00 X 0 0 0 Kim Tenreiro 1.00 X 0 0 0 Samuel O Tilton 1.00 X 0 0 0 W Michael Traphagan 1.00 X 0 0 0 Jeffery Valentine 1.00 X 0 0 0 Deborah Wilson 1.00 X 0 0 0 Mark Cuddy 55.00 X 156563 0 18459 Tom Parrish 55.00 X 0 0 0 156563 0 18459 1 0 1 0 0 219713 963223 1620470 50557 2803406 Theatre Performances 711110 4322789 4322789 Education 611600 77976 77976 4400765 31395 31395 149 149 485391 422073 63318 63318 63318 52115 219713 129413 -77298 -77298 320668 105011 215657 215657 Other Income 900099 46012 46012 46012 7483404 4662583 0 17415 242972 174380 50357 18235 2608144 2125172 298658 184314 53317 52671 526 120 241986 215404 14917 11665 363485 306980 33630 22875 11230 11230 33595 33595 194895 153896 13499 27500 404746 367448 37298 372964 177309 160305 35350 502 502 222431 222431 325289 323347 1942 120629 115426 2693 2510 6528 3652 2116 760 2061 2061 296275 293005 3240 30 49395 46594 2589 212 Artistic Fees 484229 484229 Scenery, Props, and Cos 274727 274727 Co-Production Costs 139490 139490 Repairs and Maintenance 54997 54143 854 Other Production Costs 47150 47150 141222 107797 16184 17241 6692259 5685251 652601 354407 190176 101119 560662 833257 1061873 1202724 101800 39545 11692 10272 127481 153702 6651379 4205257 1705494 2446122 872354 951662 2200 1000 4633732 5739403 274448 405934 1741924 1883960 733005 729622 2749377 3019516 X 534872 818365 943726 1446421 405757 455101 1884355 2719887 4633732 5739403 X 791145 44387 X 0 1 1 X 0 X 1881026 1285585 1518811 2479022 2803406 9967850 4484230 5766818 4960199 4339955 4721434 24272636 285309 168459 11184 15650 52115 532717 6650565 7220862 6490194 6834627 7576955 34773203 500000 255000 250000 314983 1319983 0 500000 255000 250000 314983 1319983 33453220 54414 64311 40209 32840 31544 223318 54414 64311 40209 32840 31544 223318 29419 90337 32316 31766 46012 229850 6734398 7375510 6562719 6899233 7654511 35226371 0.94970 0.95420 0.00630 0.00710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900757 165502 60214 21001 1105472 855346 45411 900757 830346 25000 855346 0.58830 0.41170 1 0 5591186 3577507 2013679 1026803 604502 422301 33390 23248 10142 2446122 7483404 6692259 791145 44387 44387 835532 7885551 44387 357760 402147 7483404 0 7483404 7050019 357760 357760 6692259 0 6692259 Description of Intended Use of Endowment Funds: Part V, Line 4: The Organization has adopted investment policies for preservation of endowment assets that attempt to generate investment returns which provide both current and future financial support to the Organization. This support is board or donor designated for operations, artistic enhancement and education programs. The goal is also to achieve the maximum net total return over the long term that is commensurate with a reasonable degree of risk and to earn a rate of return over a 3 to 5-year period of at least 5 percentage points annually in excess of the inflation rate. These policies are applied to donor-restricted amounts as well as to amounts designated by the Board as quasi-endowments. Description of Uncertain Tax Positions Under FIN 48: Part X: Accounting standards requires entities to disclose in their financial statements the nature of any uncertain tax positions. Tax years including the year ended July 31, 2008 and later are subject to examination by tax authorities. Areas that IRS and state tax authorities consider when examining tax returns of a charity include, but may not be limited to, tax-exempt status and the existence and amount of unrelated business income. The Organization does not believe that it has any uncertain tax positions with respect to these or other matters, and has not recorded any unrecognized tax benefits or liability for penalties or interest. The Organization is not aware of any circumstances or events that make it reasonably possible that tax benefits may increase or decrease within 12 months of the date of these financial statements. X X X X X X X 1 JC Geever Inc 32 Broadway 301 New York NY 10004 Consultation for solicitation of campaign funds 0 1523473 33595 1489878 1523473 33595 1489878 NY Summer Curtain Call 215550 208595 6955 2960 13037 1635 47251 Tour of London 42095 4200 37895 45292 257645 212795 44850 2960 13037 1635 92543 110175 -65325 X X X X 0 0 0 0 0 0 0 0 0 Mark Cuddy 156563 0 0 0 0 0 15137 0 3322 0 175022 0 0 0 X 7176 Fair Market Value X 11 5344 Fair Market Value X Auction Items 109 37623 Selling Price X Limousine Rental 1 414 Fair Market Value 0 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): Number listed in column b is the total number of separate contributions made during the year, not the amount of items contributed. Form 990, Part VI, Section B, line 11 The Theatre's annual filing of IRS Form 990, "Return of Organization Exempt From Income Tax" requires its Board of Directors to be aware of and review the content of this form prior to filing. Presently, the Form is prepared on our behalf by our auditors. Upon completion, it is reviewed by Geva Theatre Center's Finance Officer and Executive Director before being submitted to the Treasurer. The Treasurer will select one or more Finance Committee members to assist in the Board's formal review of the document. Upon completion of this review, its approval will be a formal agenda item on the Finance Committee. Copies will be available for members of the Finance Committee, should they desire. Pre-filing approval of Form 990 will be documented in the minutes of the Finance Committee. Form 990, Part VI, Section B, line 12c Before entering into agreements, the Board verifies that conflict of interest statements have been signed for any Board member whose company the Organization is doing business with, and the Finance department verifies that signed conflict of interest statements are on file. Form 990, Part VI, Section B, line 15 Our Artistic Director's contract was up for renewal this year. Members of the Board's Executive Committee voted to extend his contract for 4 years and appointed a contract negotiation team who were responsible for reaching agreement with the Artistic Director on the terms and conditions of the contract including salary and benefits. Members of the contract negotiation team consisted of the Board chair, the chair elect, the chair who negotiated the previous contract, and a trustee who acts as our legal counsel on personnel and contract matters. We used data for comparable positions from the Theatre Communications Group, the professional organization of regional theaters who conduct a periodic salary survey. We adjusted these figures to account for changes in cost of living and to reflect the experience of our Artistic Director. We determined from this review that his current salary level is in line with industry standards and that no changes were in order. This same process was used for the new Executive Director, with the addition of input from an independent compensation consultant. Form 990, Part VI, Section C, line 19 The organization's governing documents are available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 44,387.