2024-05-07T08:17:52-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 132665475 PAUL TAYLOR DANCE FOUNDATION INC PAUL 2124315562 551 GRAND STREET NEW YORK NY 10002 JOHN TOMLINSON EXECUTIVE DIRECTOR 2124315562 2024-05-07 1 JOHN TOMLINSON 999009999 0 MICHAEL WALLACE P00881958 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE PAUL TAYLOR DANCE COMPANY JOHN TOMLINSON 551 GRAND STREET NEW YORK NY 10002 15791773 0 X WWW.PAULTAYLORDANCE.ORG X 1965 NY ONE OF THE MOST FAMOUS AND DYNAMIC MODERN DANCE ENSEMBLES OF OUR TIME, THE PAUL TAYLOR DANCE COMPANY HAS BEEN INNOVATING AND TRANSFORMING THE ART FORM OF MODERN DANCE SINCE 1954. WITH A HISTORY OF MULTIDISCIPLINARY COLLABORATIONS, PASSIONATE EXPRESSION, AND THRILLING ATHLETICISM, THE COMPANY CONTINUES BOLDLY INTO THE FUTURE UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR MICHAEL NOVAK FOLLOWING THE DEATH OF PAUL TAYLOR IN 2018.THE PAUL TAYLOR DANCE FOUNDATION STRIVES TO ACHIEVE AND MAINTAIN THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE WHILE CELEBRATING THE MODERN DANCE IDIOM. THROUGH OUR ARTISTIC AND EDUCATIONAL PROGRAMMING, THE FOUNDATION WORKS TO CELEBRATE THE RICH HISTORY OF THE MODERN DANCE FIELD, WHILE NURTURING AND ELEVATING A DIVERSE AND INCLUSIVE COMMUNITY OF DANCERS, CHOREOGRAPHERS, COLLABORATORS, EDUCATORS, AND AUDIENCE MEMBERS.VOLUNTEER INFORMATION:18 BOARD MEMBERS16 BOARD OF ADVISORS6 OFFICE INTERNS/VOLUNTEERS41 VOLUNTEERS FOR THE LINCOLN CENTER SEASON81 TOTAL 15 15 105 81 0 0 7328194 4165540 820515 1735492 -52325 -176495 54526 59103 8150910 5783640 39410 45220 0 0 3469818 4607504 0 0 829535 2880889 4993080 6390117 9645804 1760793 -3862164 13013484 10148791 322954 615434 12690530 9533357 X ONE OF THE MOST FAMOUS AND DYNAMIC MODERN DANCE ENSEMBLES OF OUR TIME, THE PAUL TAYLOR DANCE COMPANY HAS BEEN INNOVATING AND TRANSFORMING THE ART FORM OF MODERN DANCE SINCE 1954. WITH A HISTORY OF MULTIDISCIPLINARY COLLABORATIONS, PASSIONATE EXPRESSION, AND THRILLING ATHLETICISM, THE COMPANY CONTINUES BOLDLY INTO THE FUTURE UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR MICHAEL NOVAK FOLLOWING THE DEATH OF PAUL TAYLOR IN 2018. 0 0 2548509 624966 PRESENTATION OF THE PAUL TAYLOR DANCE COMPANY IN NEW YORKTHE COMPANY PRESENTED TWO WEEKS OF PERFORMANCES AT THE DAVID H. KOCH THEATER AT LINCOLN CENTER, RETURNING TO THAT VENUE FOR THE FIRST TIME SINCE 2019. 1770954 699563 THE PAUL TAYLOR DANCE COMPANY NATIONAL TOURING NATIONAL TOURING CONTINUED WITH PERFORMANCES IN PORTSMOUTH, NH; LEWISBURG, PA; PURCHASE, NY; LAKE PLACID, NY; WILMINGTON, NC; COLUMBIA, SC; ASPEN, CO; PORTLAND, OR; SANTA FE, NM; WALNUT CREEK, CA; BOSTON, AND LOS ANGELES. 1261919 91242 NEW CHOREOGRAPHY AND PRESERVATION OF TAYLOR DANCESCREATION OF NEW WORKS BY MULTIPLE CHOREOGRAPHERS AND PRESERVATION OF PAUL TAYLOR WORKS, AND LICENSING OF PAUL TAYLOR WORKS TO OTHER DANCE COMPANIES. THE 2022 SEASON FEATURED NEW WORKS BY RESIDENT CHOREOGRAPHER LAUREN LOVETTE AS WELL AS BY GUEST CHOREOGRAPHERS LARRY KEIGWIN AND AMY HALL GARNER. LICENSING OF PAUL TAYLOR CHOREOGRAPHY INCLUDED WIENER STAATSBALLET (AUSTRIA), ALVIN AILEY AMERICAN DANCE THEATER, ORLANDO BALLET, NANTUCKET DANCE FESTIVAL, AND OTHER COMPANIES AND DANCE SCHOOLS. 1042013 45220 319721 AS THE EDUCATIONAL WING OF THE PAUL TAYLOR DANCE FOUNDATION, THE TAYLOR SCHOOL IS COMMITTED TO PROVIDING HIGH-QUALITY DANCE EDUCATION TO STUDENTS OF ALL AGES, FROM INTRODUCTORY CLASSES TO RIGOROUS PROFESSIONAL CLASSES, FROM TINY TOTS TO ELDERS. THROUGH A WIDE RANGE OF CLASSES, FORMATS, AND ACTIVITIES, THE SCHOOL SEEKS TO NURTURE, SUSTAIN, AND ADVANCE THE FIELD OF DANCE BY SHARING PAUL TAYLOR'S RICH REPERTORY, FOSTERING THE TALENTS OF BUDDING CHOREOGRAPHERS, AND EXPOSING STUDENTS TO A WIDE RANGE OF DANCE STYLES AND TECHNIQUES. AS AN AMERICAN ART FORM, MODERN DANCE HAS EMERGED FROM ITS INHERENT MULTICULTURALISM. THE TAYLOR SCHOOL EMBRACES THE RICH HISTORY OF THE FIELD WHILE PROVIDING INNOVATIVE DANCE EDUCATION INITIATIVES AND SEEKS TO PRODUCE THE NEXT GENERATION OF DANCERS, DANCE MAKERS, DANCE AUDIENCES, AND DANCE ADVOCATES.OUR OUTREACH ACTIVITIES PROVIDE THE HIGHEST QUALITY TRAINING AND MATERIALS FOR K-12 STUDENTS AND TEACHERS IN THE NEW YORK CITY AREA. THROUGH THE ARNHOLD TIER 3 INITIATIVE, WE PROVIDE ACCESS TO FREE LIVE DANCE PERFORMANCES FOR PUBLIC SCHOOL STUDENTS AS WELL AS PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND CURRICULUM GUIDES FOR THEIR TEACHERS.ADDITIONALLY, THE POLARIS PROJECT OFFERS TICKETS, PRE-PERFORMANCE WORKSHOPS, Q&AS, AND OTHER RESOURCES TO A WIDE RANGE OF COMMUNITY ORGANIZATIONS, SCHOOLS, AND THEIR FAMILIES. THE POLARIS PROJECT OFFERS UNIQUE ARTS EDUCATION OPPORTUNITIES FOR EVERYONE THROUGH THE LENS OF PAUL TAYLOR'S WORKS. THROUGH THE POLARIS PROJECT, PARTICIPANTS CAN SERVE THEIR CONSTITUENTS BY OFFERING THEM AFFORDABLE ACCESS TO LIVE PERFORMANCES AND OTHER ACTIVITIES. THESE VITAL ENRICHMENT EXPERIENCES HELP FOSTER A SENSE OF COMMUNITY AND INCLUSION WHILE PROVIDING A VEHICLE FOR CREATIVE ENGAGEMENT AND SELF-EXPRESSION. 1042013 45220 319721 6623395 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 53 0 1 105 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA X X X JULIA LU DIRECTOR OF FINANCE 6462145813 551 GRAND STREET NEW YORK NY 10002 MICHAEL NOVAK ARTISTIC DIRECTOR 60.00 X X 192987 0 11030 JOHN TOMLINSON EXECUTIVE DIRECTOR 60.00 X X 221557 0 13675 NANCY COLES CHAIR 20.00 X X 0 0 0 RICHARD FELDMAN VICE CHAIR 5.00 X X 0 0 0 DOUGLAS PETERSON VICE CHAIR 5.00 X X 0 0 0 STEPHEN KROLL REIDY VICE CHAIR 5.00 X X 0 0 0 JOSEPH SMITH TREASURER 5.00 X X 0 0 0 ELISE JAFFE SECRETARY 5.00 X X 0 0 0 ROBERT ABERLIN TRUSTEE 2.00 X 0 0 0 EMAD BIBAWI TRUSTEE 2.00 X 0 0 0 DEIRDRE DUNN TRUSTEE 2.00 X 0 0 0 JOHN PHILIP FALK TRUSTEE 2.00 X 0 0 0 JONNA MACKIN TRUSTEE 2.00 X 0 0 0 ADAM MACLEAN TRUSTEE 2.00 X 0 0 0 YVONNE RIEBER TRUSTEE 2.00 X 0 0 0 MAX SHULMAN TRUSTEE 2.00 X 0 0 0 WILLIAM SHUTZER TRUSTEE 2.00 X 0 0 0 CF STONE III TRUSTEE 2.00 X 0 0 0 SARAH SCHINDLER DIRECTOR OF FINANCE 40.00 X 131745 0 12153 LAUREN LOVETTE RESIDENT CHOREOGRAPHER 30.00 X 113819 0 5683 NOAH ABERLIN DIRECTOR OF OPERATIONS 40.00 X 102439 0 10082 JENNA JACOBS DIRECTOR OF DEVELOPMENT 40.00 X 102424 0 10074 864971 0 62697 6 0 1 0 ST LUKE'S CHAMBER ENSEMBLE 450 WEST 37TH STREET SUITE 502 NEW YORK NY 10018 MUSIC FOR PERFOMANCES 686577 RESTAURANT ASSOCIATES PO BOX 417632 BOSTON MA 02241 CATERING SERVICES 135873 2 916165 367147 2882228 142898 4165540 PERFORMANCE FEES 711120 699563 699563 BOX OFFICE INCOME 711120 624966 624966 TUITION & REGISTRATION 711120 319721 319721 LICENSING FEES 711120 91242 91242 1735492 99041 99041 48339 0 48339 48339 48339 9391647 9667183 -275536 -275536 -275536 340950 916165 340950 0 MISCELLANEOUS 900099 10764 10764 10764 5783640 1735492 0 -117392 45220 45220 598100 298318 220172 79610 3057259 2356235 343503 357521 16924 13176 1715 2033 672840 497989 94306 80545 262381 191162 39836 31383 42209 42209 44539 44539 30854 30854 457002 256082 186280 14640 279848 269536 289 10023 221891 105016 34005 82870 873317 695668 115733 61916 693995 671350 4355 18290 306622 229965 61326 15331 63862 37357 24946 1559 WRITE-OFF OF PLEDGES 921800 921800 PRODUCTION EXPENSES 662589 638511 5096 18982 ENTERTAINMENT AND RECEP 248855 175569 20379 52907 ARTIST FEES 144041 142191 1850 1656 50 1531 75 9645804 6623395 2192874 829535 461856 304725 81566 52374 2095490 981248 126593 61001 117195 114170 4446087 3109417 1455310 1336670 8582524 6976507 92950 322096 13013484 10148791 116761 99160 61700 115798 144493 400476 322954 615434 X 9288860 7645286 3401670 1888071 12690530 9533357 13013484 10148791 -3862164 704991 0 X 0 1 X 1 0 X 8085777 3640051 7722001 7328194 4165210 30941233 8085777 3640051 7722001 7328194 4165210 30941233 11273941 19667292 125175 93985 94935 110516 147380 571991 2446 65808 4033 30554 10764 113605 31626829 5633643 0.62190 0.56840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 925000 47651 877349 2676435 2476349 200086 268141 179101 89040 576511 406316 170195 1336670 REFUNDABLE ADVANCES 5000 OPERATING LEASE LIABILITY 395476 400476 6457777 704991 704991 5752786 30854 30854 5783640 9614950 0 9614950 30854 30854 9645804 GALA 1257115 916165 340950 191553 73344 76053 1257115 916165 340950 191553 73344 76053 340950 0 1 FULL SCHOLARSHIP PROFESSIONAL DIVISION 5 16760 0 TUITION VALUE PROGRAM SCHOLARSHIPS HALF SCHOLARSHIP PROFESSIONAL DIVISION 12 22760 0 TUITION VALUE PROGRAM SCHOLARSHIPS FULL SCHOLARSHIP SUMMER AND WINTER INTENSIVES 5 5700 0 TUITION VALUE PROGRAM SCHOLARSHIPS PART I, LINE 2: THE PAUL TAYLOR DANCE FOUNDATION PROVIDES MERIT-BASED AND NEED-BASED TUITION ASSISTANCE TO DANCE STUDENTS. BOTH HALF AND FULL MERIT-BASED SCHOLARSHIPS ARE AWARDED TO 10-15 PROFESSIONAL DANCERS SELECTED BY AUDITION TO ATTEND CLASSES. ONE STUDENT IS SELECTED PER CLASS FROM THE TAYLOR-IN-THE-SCHOOLS RESIDENCIES TO RECEIVE ONE FREE SEMESTER OF CLASSES. THE STUDENTS ARE SELECTED BY THE CLASS' TEACHING ARTISTS AND THE CLASSROOM TEACHER. BOTH MERIT-BASED AND NEED-BASED CRITERIA ARE CONSIDERED. ONE TO TWO STUDENTS ARE AWARDED BOTH HALF AND FULL SCHOLARSHIPS TO ATTEND TAYLOR TEEN ENSEMBLE. BOTH MERIT-BASED AND NEED-BASED CRITERIA ARE CONSIDERED. THE PAUL TAYLOR DANCE FOUNDATION CONSIDERS EQUITY AND DIVERSITY IN MAKING SCHOLARSHIP DECISIONS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MICHAEL NOVAK ARTISTIC DIRECTOR 192987 0 0 0 0 0 1000 0 10030 0 204017 0 0 0 JOHN TOMLINSON EXECUTIVE DIRECTOR 221557 0 0 0 0 0 1000 0 12675 0 235232 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 1A, IN ORDER TO ENSURE REGULAR AVAILABILITY OF A PROFESSIONAL AND SUITABLE LOCATION FOR BUSINESS MEETINGS TO OCCUR, THE ORGANIZATION PROVIDES THE EXECUTIVE DIRECTOR A MEMBERSHIP TO A PRIVATE SOCIAL CLUB. NOAH ABERLIN RELATED TO ROBERT ABERLIN, BOARD MEMBER, AND MANAGED BY THE EXEC. DIRECTOR 106850 WORKS AT PAUL TAYLOR DANCE FOUNDATION 0 RICHARD CHEN SEE RELATED TO JOHN TOMLINSON, OFFICER, AND MANAGED BY THE DIR. OF EDUCATION 59211 WORKS AT PAUL TAYLOR DANCE FOUNDATION 0 X 26 142898 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART I, ITEM C DBA: PAUL TAYLOR AMERICAN MODERN DANCE DBA: THE TAYLOR SCHOOL DBA: THE PAUL TAYLOR ARCHIVE FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP BETWEEN ROBERT ABERLIN, TRUSTEE, AND NOAH ABERLIN, STAFF MEMBER. RICHARD CHEN SEE, EMPLOYEE, IS SPOUSE OF JOHN TOMLINSON, THE EXECUTIVE DIRECTOR. BOTH ARE MANAGED BY A SUPERVISOR WHO DOES NOT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING WERE THE REVISIONS TO THE BY-LAWS: - ADDITION OF A SPECIAL CLASS OF DIRECTORS FOR INDIVIDUALS UNDER THE AGE OF 40 WHO HAVE THE SAME RIGHTS, PRIVILEGES AND RESPONSIBILITIES OF THE OTHER DIRECTORS. HOWEVER, THE FINANCIAL CONTRIBUTIONS OF THIS CLASS IS CALCULATED ACCORDING TO THEIR AGE. - SPECIAL COMMITTEES MAY NOW INCLUDE INDIVIDUALS WHO ARE NOT BOARD MEMBERS. - MEMBERS OF THE BOARD OF ADVISORS ARE NO LONGER REQUIRED TO SERVE THREE-YEAR TERMS FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR REVIEW THE 990 AND THEN THE FORM IS DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PAUL TAYLOR DANCE FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO EVERY TRUSTEE AT THE ANNUAL MEETING. ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AS DESCRIBED IN THE QUESTIONNAIRE IN WRITING TO THE CHAIR OF THE BOARD AND THE QUESTIONNAIRE IS EVALUATED BY THE BOARD GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ARE THE TWO TOP MANAGEMENT OFFICIALS. COMPENSATION FOR THESE POSITIONS IS MANAGED BY A COMPENSATION COMMITTEE COMPRISING FOUR SENIOR BOARD MEMBERS INCLUDING THE IMMEDIATE PAST CO-CHAIR, TREASURER, AND COUNSEL. THE COMMITTEE GATHERS AND REVIEWS COMPARABLE DATA FOR OTHER SIMILARLY SIZED ORGANIZATIONS, CONSIDERS LENGTH OF TENURE, ACCOMPLISHMENTS, AND THEN ESTABLISHES THE SALARY. THE EXECUTIVE DIRECTOR IS ENGAGED THROUGH A CONTRACT THAT RENEWS ANNUALLY. THE ARTISTIC DIRECTOR IS ENGAGED ON A THREE-YEAR CONTRACT THAT COMMENCED IN 2021. SALARIES FOR ALL OTHER KEY EMPLOYEES IS MANAGED BY THE EXECUTIVE DIRECTOR, FOLLOWING A SIMILAR PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNMENT DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.