2025-07-15T16:19:09-05:00 2024-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-09-01 133735185 HERBERT BERGHOF STUDIO INC HERB 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE STEGALL PRESIDENT 2126752370 2025-07-15 1 0 JENNIFER COATES P02247728 2126972299 2023 2025-03-06 01:10:19Z HB STUDIO MARIE-LOUISE STEGALL 120 BANK STREET NEW YORK NY 10014 2311936 0 X WWW.HBSTUDIO.ORG X 1945 NY TO PROVIDE TRAINING AND PRACTICE IN THE THEATRICAL PERFORMING ARTS. 10 10 107 29 0 0 312525 367901 1912726 1917511 14838 18812 6039 7712 2246128 2311936 125702 144229 0 0 1525267 1635715 167373 138853 166961 744761 737276 2563103 2656073 -316975 -344137 2221872 1895238 870400 828686 1351472 1066552 X HB STUDIO, FOUNDED IN 1945 BY HERBERT BERGHOF AND UTA HAGEN, IS AN ARTISTIC HOME FOR ACTORS, PLAYWRIGHTS AND DIRECTORS AT EVERY LEVEL OF ACHIEVEMENT. WE PROVIDE A HAVEN FOR WORKING PROFESSIONALS, FREE FROM COMMERCIAL PRESSURES. (CONTINUED ON SCHEDULE O) 0 0 2083979 144229 1917511 (A) THE UTA HAGEN INSTITUTE FOR FULL TIME STUDY:ALL FY24 PROGRAMS WERE HELD IN-PERSON.(I) HAGEN SUMMER INTENSIVE: 6-WEEK, 5-DAY, FULL-TIME INTENSIVE PROGRAM FOCUSED ON UTA HAGEN'S APPROACH TO ACTING TECHNIQUE AND REHEARSAL PROCESS. 6/24/24 TO 8/02/24, 16 STUDENTS SERVED, 10 SCHOLARSHIPSGRANTED.(II) HAGEN CORE TRAINING PROGRAM: A ONE-YEAR (THREE-TERM) INTENSIVE FULL-TIME CURRICULUM FOR ACTORS UTILIZING UTA HAGEN'S APPROACH TO ACTING TECHNIQUE AND REHEARSAL PROCESS. 9/11/23 TO 6/03/24, 11 STUDENTS SERVED, 9 SCHOLARSHIPS GRANTED.(III) HAGEN TEACHERS LAB: A FIVE-DAY INTENSIVE FULL-TIME PROGRAM FOR ACTORS AND EDUCATORS INTERESTED (CONTINUED ON SCHEDULE O)IN TEACHING UTA HAGEN'S ACTING EXERCISES AND METHODOLOGY 08/5/24 TO 8/9/24, 9 STUDENTS SERVED, 4 SCHOLARSHIPS GRANTED. TRAVEL EXPENSES FOR 1 UTA HAGEN AWARD RECIPIENT WERE SPONSORED BY THE COLLEGE OF FELLOWS OF THE AMERICAN THEATRE.(B) STUDIO CLASSES FOR TRAINING AND PRACTICE: FALL, WINTER, SPRING, AND SUMMER TERMS: ACTING, ACTING IMPROVISATION, ACTING ON CAMERA, SCENE STUDY, ACTING TECHNIQUE, MOVEMENT & THE BODY, MUSICAL THEATER & SINGING, SPEAKING VOICE, SPEECH, DIRECTING, PLAYWRITING, AND MORE. 3252 ENROLLMENTS, IN 287 CLASSES/YEAR, SEPTEMBER THROUGH AUGUST, 1429 STUDENTS SERVED, 102 SCHOLARSHIPS GRANTED, 234 WORK-STUDY GRANTS. CLASSES WERE OFFERED IN BOTH ONLINE AND IN-PERSON FORMATS.(C) HB STUDIO SPECIAL WORKSHOPS: IN ADDITION TO THE REGULAR TERM-LENGTH STUDIO CLASS SCHEDULE, HB OFFERED SHORT TERM (1-5 SESSIONS) SKILL BUILDING AND SPECIAL FOCUS WORKSHOPS. 637 ENROLLMENTS IN 62 WORKSHOPS, 406 STUDENTS SERVED, 6 SCHOLARSHIPS GRANTED, 44 WORK-STUDY GRANTS. HB OFFERED A SERIES OF 10 FINANCIAL EMPOWERMENT WORKSHOPS @ $5/SESSION, TAILORED TO PERFORMING ARTISTS' NEEDS. WORKSHOPS WERE CONDUCTED IN BOTH ONLINE AND IN-PERSON FORMATS FROM SEPTEMBER 11 THROUGH THE YEAR'S END.(D) RESIDENCY PROJECTS: HB STUDIO'S RESIDENCY PROGRAM PROVIDES SPACE FOR ARTISTS TO REHEARSE AND PRESENT A NEW WORK AT AN EARLY- TO MID-STAGE OF DEVELOPMENT WITH THE PRODUCTION CAPABILITY OF THE HB PLAYWRIGHTS FOUNDATION THEATER SPACE. SIX (6) WEEK-LONG RESIDENCIES, FEATURING 47 ARTISTS, EACH CULMINATING IN A PUBLIC PRESENTATION; 67 ARTISTS, 11 PERFORMANCES, 411 AUDIENCE. PROJECTS: MELODY ERFANI, THE WORDS WILL COME (2/5/24-2/11/24); JACQUELINE RAYMOND, INTERNATIONAL GIRLS ENSEMBLE (2/19/24-2/25/24); TANK, RAY JOHNSON, STEPHANIE ORTA-VAZQUEZ, DARIUS LAMONT, SHELLIQUE VALLEE, THE MANNEQUIN PLAY (4/14/24); DAVID LEE HUYNH, X#*! YOU VERY MUCH, MOM (6/11/24-6/23/24); JOEY MASSA & KATHARINE LORRAINE, WORKSHOP (7/22/24-7/27/24); KAILI Y. TURNER, SHEEN: THE MUSICAL (8/19/24-8/25/24). HB ALSO HOSTED ACTING OUT AND CONCH SHELL PRODUCTIONS. ACTING OUT IS A RESIDENT COMPANY OF 20 FORMERLY INCARCERATED PERSONS THAT PRESENTED 4 PUBLIC PERFORMANCES OF AN ORIGINAL PLAY CALLED KID STUFF. CONCH SHELL PRODUCTIONS IS A RESIDENT COMPANY SUPPORTING EMERGING VOICES OF THE CARIBBEAN DIASPORA AND THE CARIBBEAN THEATRE AND FILM SCENE. CONCH SHELL PRODUCTIONS HOSTED 2 FESTIVALS THAT FEATURED 9 NEW PLAYS AND ENGAGED 46 ARTISTS.(E) COMMUNITY PARTNERSHIP: WINSTON TRANSITIONSHB PARTNERED WITH NONPROFIT PRIVATE NYC-BASED WINSTON PREPARATORY SCHOOL, AN INNOVATIVE DAY SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES. HB TEACHING ARTISTS WORKED WITH STUDENTS IN WINSTON'S 'TRANSITIONS' PROGRAM--THOSE WHO HAVE GRADUATED FROM 12TH GRADE, BUT NEED ADDITIONAL SUPPORT TO TRANSITION TO THE WORKFORCE OR COLLEGE. THE PROGRAM SERVED 30 YOUNG ADULTS, WITH 13 60-MINUTE SESSIONS OVER 9 MONTHS, USING ACTORS' TOOLS TO SUPPORT SELF-EXPRESSION, INDEPENDENT LEARNING, COMMUNICATION AND SOCIAL SKILLS. HB ALSO WELCOMED AN INTERN FROM WINSTON TO WORK ON-SITE IN THE STUDIO'S OFFICE TO TRAIN IN WORKPLACE SKILLS.(F) PUBLIC PROGRAMS: THEATER PROGRAM(I) HB STUDIO WORKS-IN-PROGRESS PRODUCTIONS AND PUBLIC EVENTS:TWELVE (12) PUBLIC EVENTS OVER 13 DATES, FEATURING 156 ARTISTS AND SERVING AN AUDIENCE OF 632. INDEPENDENT STUDY PROJECT LAB WINTER, SPRING, FALL PRESENTATIONS, 3/17/24, 6/5/24; ACTING THE SONG SPRING, SUMMER, FALL PRESENTATIONS, 5/31/24, 8/16/24; ALMOST, MAINE (HAGEN CORE TRAINING CULMINATING PRESENTATION), 6/1/24-6/2/24; THE ART OF DIRECTING, 6/3/24; ACTUAR EN ESPANOL, 8/19/24; THE VILLAGE TRIP: LET FREEDOM RING! VOICES OF THE CIVIL RIGHTS MOVEMENT THEN AND NOW, 9/21/23.(II) WORKS-IN-PROGRESS READINGS:HB HOSTED NINE (9) STAGED READINGS OF NEW FULL-LENGTH PLAYS IN PROGRESS AND TWELVE (12) STAGED READINGS OF NEW TEN-MINUTE PLAYS IN PROGRESS DEVELOPED AT THE STUDIO; READINGS WERE PRESENTED IN THE HB PLAYWRIGHTS THEATRE AND THE HELEN GALLAGHER STUDIO THEATRE 10/14/23, 11/16/23-11/18/23, AND 4/27/24, FEATURING 55 ARTISTS, TO A TOTAL AUDIENCE OF 243. READINGS FEATURED: ADULT(ISH) MATERIAL BY TIFFA FOSTER, AL GORE RHYTHM BY PHIL DARG, ATTORNEY-CLIENT BY ALEX LADD, THE DUST OF THE WORLD BY RHYS SAMUEL WASHINGTON, LIKE A QUEEN OR WHATEVER BY GRANT MACDERMOTT, THE REST OF US BY AMY TOFTE, THE KIND KILLER BY ACHIRO P. OLWOCH, AND 10-MINUTE PLAYS BY PHILIP CIOFFARI, JACKIE CLOUD, JONATHAN FLOREZ, JORDAN GALLAND, MOSHE HENDERSEN, ALEX ISHKANIAN, ADRIAN MARTINEZ, FAREEDA PASHA, JANEENA PINERO, GABRIELA SAKER, ANDREA TERRASA, AND FE TORRES.(III) MODERATED PUBLIC TALKS: PUBLIC CONVERSATIONS WITH ARTISTS ABOUT CONTEMPORARY THEATER CONCERNS. TWO (2) PUBLIC TALKS WERE HELD IN FY24, FEATURING 9 ARTISTS AND SERVING AN AUDIENCE OF 78. TOPICS INCLUDED: PLAYWRIGHTS WHO CAME UP IN GREENWICH VILLAGE, THE EARLY YEARS OF OUR FOUNDER HERBERT BERGHOF (LIVE); AND SEVEN (7) PODCAST CONVERSATIONS (HB INSIGHT SERIES) WITH ARTISTS ASHLEY OLIVE TEAGUE, JAYNE MCLENDON, JERMAINE ROWE, NEHASSAIU DEGANNES, MELODY ERFANI, AMANDA MCDOWALL, JACQUELINE RAYMOND WEGMAN, KELLY QUINNETT, YESENIA HERRINGTON, KATHERINE LAWSON, JENNY MCKNIGHT, TANK, & DARIUS. 2083979 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 38 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHISTOPHER HIBMA 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE SILVA STEGALL PRESIDENT 1.00 X X 0 0 0 DUNCAN HAZARD VICE PRESIDENT 1.00 X X 0 0 0 DAVID C RICH VICE PRESIDENT 1.00 X X 0 0 0 WALLACE JOHNSON TREASURER 1.00 X X 0 0 0 JESSICA DOUIEB SECRETARY 1.00 X X 0 0 0 THEODORE S BERGER BOARD MEMBER 1.00 X 0 0 0 ALEXANDER BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 JEFFREY GARDERE BOARD MEMBER 1.00 X 0 0 0 STANISLAS GOLDENBERG BOARD MEMBER 1.00 X 0 0 0 ALISON LONSHEIN BOARD MEMBER 1.00 X 0 0 0 ALAN PALLY BOARD MEMBER 1.00 X 0 0 0 IGNA ROMASHKINA BOARD MEMBER 1.00 X 0 0 0 DEXTER SMITH BOARD MEMBER 1.00 X 0 0 0 EDITH MEEKS EXECUTIVE/ ARTISTIC DIRECTOR 40.00 X 78000 0 6245 78000 0 6245 0 0 0 0 0 192440 175461 367901 TUITION INCOME 711190 1899390 1899390 REGISTRATION FEES 711190 11247 11247 STUDIO RENTAL INCOME 900099 6874 6874 1917511 18812 18812 MISCELLANEOUS REVENUE 900099 7712 7712 7712 2311936 1917511 0 26524 144229 144229 87634 39435 35930 12269 1340738 1304858 33814 2066 64967 64565 402 142376 134322 6712 1342 73264 73264 115580 115580 138853 138853 64949 64949 62636 59082 3233 321 37234 35045 1838 351 14379 10785 3594 56043 42592 10649 2802 25306 22288 3018 REPAIRS AND MAINTENANCE 94552 69029 20206 5317 ACCOMPANIST FEES 87348 87348 CREDIT CARD FEES 53690 50050 3640 STAFF CLASSES - COMPLIM 18195 18195 34100 2156 31944 2656073 2083979 405133 166961 307787 138114 327967 322508 32180 125965 9332 11167 14044 2584117 1705824 877067 878293 665704 406982 2221872 1895238 210235 224998 335749 250703 145520 282858 178896 70127 870400 828686 X 1252935 882445 98537 184107 1351472 1066552 2221872 1895238 -344137 59217 0 X 0 1 X 1 0 X 316759 736351 1015773 312525 367901 2749309 1696792 1540350 1695412 1912726 1917511 8762791 2013551 2276701 2711185 2225251 2285412 11512100 50700 71500 17050 49550 20395 209195 0 50700 71500 17050 49550 20395 209195 11302905 12701 11301 20685 15036 18812 78535 12701 11301 20685 15036 18812 78535 10830 1774 5785 7712 26101 2026252 2298832 2733644 2246072 2311936 11616736 0.97300 0.97070 0.00680 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12600 12600 12600 12600 12600 12600 12600 12600 12600 12600 1.00000 0 0 308750 308750 1235000 988000 247000 861942 546875 315067 133360 125884 7476 45065 45065 0 878293 DUE TO HB PLAYWRIGHTS FOUNDATION 70127 70127 PART V, LINE 4: THE ENDOWMENT FUNDS MAY BE USED TO GENERATE INVESTMENT INCOME TO PROVIDE SCHOLARSHIPS FOR THEATRICAL MOVEMENT STUDY. X X X X X X X 1 KATE TAYLOR UNLIMITED LLC 26 SOUTH ECKAR ST IRVINGTON NY 10533 GRANT WRITING 0 148515 85963 62552 ADVANCED NYC INC PO BOX 445 PLEASANTVILLE NY 10570 DEVELOPMENT CONSULTANT 0 94461 52890 41571 242976 138853 104123 NY 1 SCHOLARSHIPS 127 33150 TUITION VALUE SCHOLARSHIPS WORK-STUDY 278 111079 FMV STUDENT ASSISTANTS PART I, LINE 2: SCHOLARSHIPS ARE GRANTED BASED ON CONSIDERATION OF STUDENTS' NEED AND MERIT (TALENT, POTENTIAL, PERFORMANCE, AND COMMITMENT). SCHOLARSHIPS ARE PROVIDED WITH THE AIM TO LIFT BARRIERS TO ENTRY FOR STUDENTS OF LIMITED INCOME AND TO OFFER SUPPORT TO THOSE FOR WHOM, AT ANY AGE, CREATIVE ENGAGEMENT WOULD PROVIDE SIGNIFICANT OPPORTUNITY AND IMPACT FOR THEIR WELLBEING AND ADVANCEMENT. STUDENTS SUBMIT AN APPLICATION, AND A TEACHER'S RECOMMENDATION, PROFESSIONAL REFERENCE OR PANEL AUDITION/ASSESSMENT IS REQUIRED. IN THE FORM FOR SCHOLARSHP APPLICATIONS, TEACHER RECOMMENDATIONS, AND AUDITION PANEL ASSESSMENTS, THE FOLLOWING CRITERIA ARE ADDRESSED: GOALS, PERFORMANCE, ATTENDANCE, PARTICIPATION, TALENT, POTENTIAL, EFFORT AND COMMITMENT. STUDENTS INDICATE THE CLASS(ES) FOR WHICH THEY ARE REQUESTING SUPPORT. SCHOLARSHIPS ARE ENTERED AS DISCOUNTS IN THE STUDIO'S REGISTRATION SYSTEM AND MAY ONLY BE APPLIED TO ENROLLMENTS FOR HB STUDIO CLASSES. TWO TYPES OF WORK-STUDY AWARDS ARE GRANTED: KEY STUDENTS (KEYS) AND STUDIO ASSISTANTS (SAS). STUDIO ASSISTANTS ASSIST WITH ADMINISTRATIVE AND VENUE SUPPORT TASKS; KEY STUDENTS ASSIST TEACHERS IN THE CONDUCT OF THE CLASS; IN EXCHANGE, SAS AND KEYS RECEIVE FREE ENROLLMENT IN ONE COURSE DURING THE TERM. SA POSITIONS ARE AWARDED IN THE SAME PROCESS AS WITH SCHOLARSHIPS. ANY STUDENT MAY SUBMIT A STATEMENT OF INTEREST TO BECOME A KEY; KEY STUDENT POSITIONS ARE GRANTED BASED ON TEACHERS' RECOMMENDATION, VETTED BY STAFF AND HB'S SCHOLARSHIP COMMITTEE, IN CONSIDERATION OF MERIT AND NEED, DEMONSTRATED PERFORMANCE AND COMMITMENT TO THE STUDIO'S MISSION. FORM 990, PART III, LINE 1 CREATED BY THEATER ARTISTS, WE BELIEVE IN A PROCESS OF TRAINING THAT IS ESSENTIAL TO ALL THE PERFORMING ARTS. WE UPHOLD A STANDARD OF PERFORMANCE THAT CAN PLAY A SIGNIFICANT ROLE IN THE NURTURING, GROWTH AND DEVELOPMENT OF ARTISTS WHO CAN CONTRIBUTE TO A THEATER THAT EXPRESSES THE SOCIAL, MORAL AND POLITICAL REALITIES OF THE WORLD IN WHICH WE LIVE. WE OFFER A RIGOROUS, WELL-ROUNDED, DIVERSE AND INCLUSIVE CURRICULUM OF STUDY FOR COMMITTED STUDENTS OF ALL LEVELS WHERE THE ACTOR'S UNIQUE POTENTIAL IS CULTIVATED AND ENCOURAGED. WE ARE COMMITTED TO PROMOTING DIVERSITY, EQUITY, ACCESSIBILITY, AND INCLUSION IN ALL ASPECTS OF OUR ORGANIZATION AND TO ERADICATE ALL SOURCES OF INEQUALITY AND DISCRIMINATION IN ORDER TO HELP CREATE A THEATER COMMUNITY THAT SHARES THIS COMMITMENT AND MAKES MEANINGFUL CONTRIBUTIONS TO A MORE EQUITABLE AND INCLUSIVE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE FULL BOARD, AND PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN A DISCLOSURE LETTER AT THE ANNUAL BOARD MEETING. IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS, AND REVIEWS COMPENSATION FOR, THE EXECUTIVE AND ARTISTIC DIRECTOR, CONSIDERING BENCHMARKS BASED ON COMPARATIVE REVIEW OF NONPROFIT SALARIES. THE MOST RECENT DECISION FOR SALARY INCREASE FOR THE EXECUTIVE DIRECTOR WAS MADE BY THE BOARD DURING EXECUTIVE SESSION ON AUGUST 9, 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HB PLAYWRIGHTS FOUNDATION 120 BANK STREET NEW YORK NY 10014 131999454 TO FURTHER THE CHARITABLE PURPOSES OF HERBERT BERGHOF STUDIO INC. NY 501(C)(3) LINE 12A, I HERBERT BERGHOF STUDIO INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 FORM 990, SCHEDULE R, PART V, LINES 1L, 1M, 1N, 1O, 1P AND 1Q THE ORGANIZATIONS SHARE OFFICES AND EMPLOYEES AND ARE NOT ABLE TO VALUE THE SERVICES PROVIDED AND RECEIVED.