2024-03-15T11:43:54-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 852436574 NATIONAL INDEPENDENT VENUE FOUNDATION NATI 2672952920 209 W 29TH STREET 262 NEW YORK NY 10001 HAL REAL PRESIDENT 2672952920 2024-03-15 1 HAL REAL 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HAL REAL 209 W 29TH STREET 262 NEW YORK NY 10001 431560 0 X WWW.NIVF.ORG X 2020 PA THE MISSION OF THE NATIONAL INDEPENDENT VENUE FOUNDATION (NIVF) IS TO PRESERVE AND NURTURE THEECOSYSTEM OF INDEPENDENT LIVE PERFORMANCE VENUES AND PROMOTERS THROUGHOUT THE UNITED STATES BY SUPPORTING A TRANSPARENT, COMPETITIVE MARKETPLACE SERVING A DIVERSE AND INCLUSIVE COMMUNITY OF ARTISTS, FANS, AND INDUSTRY WORKERS. 7 7 0 9 0 0 894418 415810 122000 0 2576 15750 0 0 1018994 431560 80000 127940 0 0 217223 235283 0 0 30776 250048 281550 547271 644773 471723 -213213 1544280 1308975 84347 62255 1459933 1246720 X THE MISSION OF THE NATIONAL INDEPENDENT VENUE FOUNDATION (NIVF) IS TO PRESERVE AND NURTURE THE ECOSYSTEM OF INDEPENDENT LIVE PERFORMANCE VENUES AND PROMOTERS THROUGHOUT THE UNITED STATES BY SUPPORTING A TRANSPARENT, COMPETITIVE MARKETPLACE (CONTINUED ON SCHEDULE O)SERVING A DIVERSE AND INCLUSIVE COMMUNITY OF ARTISTS, FANS, AND INDUSTRY WORKERS. 0 0 147218 90000 EMERGENCY RELIEF FUND: THE FOUNDATION ADMINISTERS AN EMERGENCY RELIEF FUND THAT PROVIDES ECONOMIC RELIEF TO INDEPENDENT LIVE PERFORMANCE VENUES AND PROMOTERS ACROSS THE UNITED STATES EXPERIENCING A CRITICALLY SEVERE EMERGENCY DUE TO CIRCUMSTANCES BEYOND THEIR CONTROL. THIS WORK WAS BORN OUT OF THE COVID-19 CRISIS BUT CARRIES ON AS A CRITICAL SAFETY NET FOR THE INDEPENDENT SPACES AND WORKERS WHO SERVE AS THE HUBS AND INCUBATORS FOR CREATIVE CULTURE IN THE UNITED STATES. EMERGENCY RELIEF FUND WORK HAS ALSO EXPANDED TO INCLUDE PROACTIVE PLANNING AND SUPPORT MEASURES, SUCH AS THE WEATHER EMERGENCY RESOURCE LISTING. 131795 WORKFORCE DEVELOPMENT: CREATING AND SHARING RESOURCES FOR INDEPENDENT VENUES AND PROMOTERS, BUILDING PATHWAYS TO DIVERSE OWNERSHIP, AND SUPPORTING COMMUNITY ENGAGEMENT AND EDUCATION EFFORTS ARE ALL PART OF THE FOUNDATION'S CORE WORK. NIVF'S WORKFORCE DEVELOPMENT PROGRAMMING PROVIDES TRAINING ON RELEVANT ISSUES FOR LIVE PERFORMANCE SPACES. MONTHLY VIRTUAL TRAINING SESSIONS PROVIDE REGULAR WORKSHOPS TO TRAIN AND UPSKILL EXISTING WORKERS, AND THE VENUE OPERATIONS EXPERIENCE (VOX) OFFERS A CERTIFICATE AND INTERNSHIP PROGRAM TO BRING NEW WORKERS INTO THE INDUSTRY. THE NIVF TRAINING HUB PROVIDES ONGOING ACCESS TO WORKSHOP AND WORKFORCE DEVELOPMENT MATERIALS, AND THE INDEPENDENT VENUE JOB BOARD OFFERS JOB POSTING AND HIRING CAPACITY FOR THE SECTOR. 136378 37940 OTHER PROGRAMS: THE NIVF CONFERENCE TRAVEL GRANT PROGRAM PROVIDED UP TO A $500 TRAVEL REIMBURSEMENT FOR FLIGHT OR ESTIMATED FUEL COSTS TO DRIVE TO NIVA '22 AND NIVA '23 CONFERENCES HELD IN JULY OF 2022 AND 2023, RESPECTIVELY. THESE REIMBURSEMENT GRANTS WERE FUNDED BY A GENEROUS DONOR AND WERE PROVIDED TO THOSE IN NEED OF FINANCIAL ASSISTANCE FOR TRAVEL TO ATTEND THE CONFERENCE.NIVF PARTNERED WITH CALLING ALL CROWS' #HEREFORTHEMUSIC SEXUAL VIOLENCE PREVENTION PROGRAM TO BRING FREE ANTI-HARASSMENT SAFETY TRAINING AND POLICY WORKSHOPS TO EVERYONE IN THE INDEPENDENT LIVE ENTERTAINMENT COMMUNITY. WE PROVIDED THEIR SIGNATURE ONLINE TRAINING COURSES, FREE OF CHARGE, TO EDUCATE ATTENDEES ON HOW TO IDENTIFY POTENTIALLY HARMFUL BEHAVIORS, STRATEGIES TO SAFELY AND EFFECTIVELY DISRUPT HARM, AND HOW TO RESPOND TO REPORTS OF VIOLENCE IN A TRAUMA-INFORMED WAY. IN ADDITION, THREE LIVE ONLINE WORKSHOPS WERE HELD TO ASSIST PARTICIPANTS WITH BUILDING AN ANTI-HARASSMENT POLICY FOR THEIR ORGANIZATIONS. IN-PERSON TRAININGS TOOK PLACE IN NYC, TAMPA, OR AUSTIN WHICH INCLUDED 1:1 POLICY CONSULTATION OPPORTUNITIES. 415391 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 AL AR CA FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X TINA BEYERS 3472688249 209 W 29TH STREET 262 NEW YORK NY 10001 X X HAL REAL PRESIDENT 5.00 X X 0 0 0 TOBI PARKS VICE PRESIDENT 2.00 X X 0 0 0 LAURA WILSON TREASURER 5.00 X X 0 0 0 ANNIE BRINN SECRETARY 3.00 X X 0 0 0 TORRIE ALLEN BOARD MEMBER 1.00 X 0 0 0 TANESHIA NASH LAIRD BOARD MEMBER 2.00 X 0 0 0 DAVID M MAYERI BOARD MEMBER 2.00 X 0 0 0 REV MOOSE SEE SCHEDULE L EXEC. DIRECTOR (UNTIL 8/31/2022) 8.00 X 0 0 0 CARL SWANSON EXEC. DIRECTOR (FROM 1/9/2023) 40.00 X 0 0 0 CODY COWAN SEE SCHEDULE O COO (FROM 7/25/2022) 8.00 X 0 0 0 0 0 0 0 0 0 0 NATIONAL INDEPENDENT VENUE ASSOCIATION 209 W 29TH STREET 263 NEW YORK NY 10001 STAFF SALARY AND BENEFITS 284874 1 415810 415810 15750 15750 431560 0 0 15750 X 117869 117869 10071 10071 106480 60822 37071 8587 105179 60191 36694 8294 5805 3435 2102 268 17819 10197 6217 1405 7803 7803 21175 21175 170224 113542 56682 388 247 141 9636 587 8714 335 28485 8680 9898 9907 7989 30 5979 1980 2702 1699 1003 4848 4848 PROMOTIONAL EVENTS 28021 28021 CREDIT CARD FEES 279 279 644773 415391 198606 30776 316537 172725 1201902 1117651 25841 18599 1544280 1308975 84347 62255 84347 62255 X 417006 328481 1042927 918239 1459933 1246720 1544280 1308975 -213213 0 X 0 1 X 1 0 X 3594042 894418 415810 4904270 3594042 894418 415810 4904270 2444469 2459801 605 2576 15750 18931 750 750 4923951 122000 X PART II, SHORT YEAR EXPLANATION: THE 2020 COLUMN REPORTS THE INITIAL SHORT PERIOD 8/7/20-6/30/21. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 431560 0 431560 0 431560 644773 0 644773 0 644773 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 RUMBA ROOM LIVE ANAHEIM LLC 400 W DISNEY WAY 201 ANAHEIM CA 92802 464773186 N/A 25000 0 EMERGENCY RELIEF FUND NICE GUYS PINTS & PIES LLC 1404 CAPE CORAL PARKWAY EAST CAPE CORAL FL 33904 800904764 N/A 25000 0 EMERGENCY RELIEF FUND THE PARISH AUSTIN LLC 501 NORTH INTERSTATE HIGHWAY 35 STE 113 AUSTIN TX 78702 823880693 N/A 25000 0 EMERGENCY RELIEF FUND THE HOLLAND PROJECT 140 VESTA STREET RENO NV 89502 711017805 501(C)(3) 15000 0 EMERGENCY RELIEF FUND 1 3 TRAVEL ASSISTANCE GRANT 22 10071 PART I, LINE 2: THE NIVF BOARD AND ERF COMMITTEE ARE COMMITTED TO CREATING AN INCLUSIVE AND TRANSPARENT REVIEW AND SELECTION PROCESS. THE REVIEW PANEL WILL CONSIST OF A DIVERSE GROUP OF INDUSTRY PEERS REPRESENTING OUR CITIES, PROMOTERS, AND VENUES ACROSS THE NATION AND HAVE WAIVED THEIR ABILITY TO APPLY FOR THE NIVF ERF. THE ERF COMMITTEE WILL REVIEW AND RECOMMEND FINAL GRANTEES TO THE NIVF BOARD, WHICH HAS THE FINAL RESPONSIBILITY TO APPROVE ALL GRANTS. ALL APPLICATIONS WILL BE REVIEWED BASED ON THE FOLLOWING CRITERIA: 1. CULTURAL AND COMMUNITY IMPACT; 2. ECONOMIC IMPACT; 3. STATEMENT OF NEED AND SEVERITY OF LOSS; 4. LEVERAGING NIVF ERF WITH ADDITIONAL OPPORTUNITIES TOWARDS SUSTAINABILITY THE NIVF BOARD AND ERF COMMITTEE SEEKS TO SUPPORT BUSINESSES THAT MEET THE MISSION AND VALUES OF NIVF, INCLUDING BUT NOT LIMITED TO THOSE THAT CAN DEMONSTRATE: - FULLY OPERATIONAL PRIOR TO APPLICATION - CURRENTLY OPEN OR HAS A REOPENING STRATEGY - PURCHASING SUPPLIES, MATERIALS, AND/OR EQUIPMENT TO SUPPORT HEALTH AND SAFETY - ENSURING DIVERSITY, EQUITY, INCLUSIVITY, AND ACCESSIBILITY - BUILDING LEVERAGE AND A MORE SUSTAINABLE FUTURE FOR THE VENUE - HAVE A MEANINGFUL ARTISTIC AND CULTURAL IMPACT ON A LOCAL, REGIONAL, OR NATIONAL COMMUNITY - BUSINESS OWNED BY, LED BY, OR SUPPORTING HISTORICALLY AND SYSTEMICALLY MARGINALIZED COMMUNITIES INCLUDING: - LATINO/X/E - LGBTQIA2S+ - PEOPLE WITH DISABILITIES THE NATIONAL INDEPENDENT VENUE FOUNDATION ADMINISTERED TRAVEL GRANTS TO SUPPORT ACCESSIBILITY TO THE NIVA '22 AND NIVA '23 CONFERENCES. THESE TRAVEL GRANTS WERE ADMINISTERED BY THE ERF COMMITTEE AND OPEN TO ALL ATTENDEES OF THE CONFERENCE, WHETHER OR NOT THEY WERE NIVA MEMBERS. APPLICATIONS WERE ACCEPTED ON A ROLLING BASIS WITH MONTHLY DISTRIBUTION UNTIL THE FUNDS WERE EXPENDED. PRIORITY WAS GIVEN TO ATTENDEES INDICATING SEVERE FINANCIAL NEED, AND THE TOTAL GRANT WAS CAPPED AT $500 OF SUPPORT PER PERSON. MARAUDER LLC MARAUDER LLC IS OWNED BY REV. MOOSE, NIVF EXEC. DIR. (UNTIL 8/31/22) 5000 MARAUDER LLC WAS PAID FOR REV. MOOSE'S SERVICES PROVIDED TO NIVF AS EXECUTIVE DIRECTOR. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE FORM IS THEN REVIEWED BY THE EXECUTIVE DIRECTOR, THE CHIEF OPERATING OFFICER AND THE DIRECTOR OF FINANCE AND OPERATIONS. SUBSEQUENTLY, THE AUDIT/FINANCE COMMITTEE REVIEWS THE DRAFT 990 AND APPROVES IT FOR FILING. THE 990 IS THEN CIRCULATED TO THE ENTIRE BOARD WITH A PERIOD OF UP TO 48 HOURS TO PROVIDE ANY QUESTIONS, COMMENTS OR SUGGESTED CHANGES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE/TASK FORCE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A CONFLICT OF INTEREST ATTESTATION STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES/TASK FORCES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE/TASK FORCE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE/TASK FORCE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PROVIDING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE/TASK FORCE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 13: NIVF IMPLEMENTED A WHISTLEBLOWER POLICY AFTER THE YEAR END, IN SEPTEMBER 2023. FORM 990, PART VI, SECTION B, LINE 14: NIVF IMPLEMENTED A DOCUMENT RETENTION AND DESTRUCTION POLICY AFTER THE YEAR END, IN SEPTEMBER 2023. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HIRED AN EXECUTIVE RECRUITMENT FIRM WHO ASSISTED IN COMPENSATION SETTING LEVELS FOR THE EXECUTIVE DIRECTOR POSITION BASED ON THEIR EXPERIENCE IN THE FIELD. SUBSEQUENTLY, THE BOARD APPROVED THE FIRM'S RECOMMENDATIONS, AND THEIR APPROVAL WAS DOCUMENTED IN THE MEETING MINUTES. THE LAST REVIEW TOOK PLACE IN JULY 2022 FOR THE NEW EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, COMPENSATION: NIVF AND NIVA (NATIONAL INDEPENDENT VENUE ASSOCIATION), AN UNRELATED ORGANIZATION, SHARE A MANAGEMENT AGREEMENT. NIVF REIMBURSED NIVA, WITH THE FOLLOWING AMOUNTS, FOR CODY'S 2022 REPORTABLE COMPENSATION: COMPENSATION $10,577 BENEFITS $642 FORM 990, PART IX, LINE 11G CONTRACT SERVICE FEES: PROGRAM SERVICE EXPENSES 40,773. MANAGEMENT AND GENERAL EXPENSES 20,355. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,128. OTHER FEES: PROGRAM SERVICE EXPENSES 41,169. MANAGEMENT AND GENERAL EXPENSES 20,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,720. PROFESSION FEES: PROGRAM SERVICE EXPENSES 31,600. MANAGEMENT AND GENERAL EXPENSES 15,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,376.