2026-06-16T16:01:06-05:00 2025-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-09-01 133613115 THE NEW GROUP INC NEWG 2122443380 1501 BROADWAY FL 12 NEW YORK NY 10036 ADAM BERNSTEIN EXECUTIVE DIRECTOR 2122443380 2026-06-15 1 1 FREDRICK MARTENS P00298107 2126972299 2024 2025-03-06 01:10:19Z X ADAM BERNSTEIN 1501 BROADWAY FL 12 NEW YORK NY 10036 5425315 0 X WWW.THENEWGROUP.ORG X 1991 NY AN ARTIST-DRIVEN COMPANY WITH A COMMITMENT TO DEVELOP AND PRODUCE POWERFUL, CONTEMPORARY THEATER. 27 25 117 41 0 0 2052792 2085510 2193204 3169519 12681 19380 46781 26717 4305458 5301126 0 0 0 0 2451294 2833153 0 145234 571641 2807103 2788036 5258397 5766423 -952939 -465297 2022941 1266543 494263 240662 1528678 1025881 X THE NEW GROUP IS AN ARTIST-DRIVEN COMPANY WITH A COMMITMENT TO DEVELOPING AND PRODUCING POWERFUL, CONTEMPORARY THEATER. WHILE CONSTANTLY EVOLVING, WE MAINTAIN AN ENSEMBLE APPROACH TO ALL OUR WORK AND AN ARTICULATED STYLE OF EMOTIONAL IMMEDIACY IN (SEE SCHEDULE O) OUR ACTING AND PRODUCTIONS. IN THIS WAY, WE SEEK A THEATER THAT IS ADVENTUROUS, STIMULATING AND MOST IMPORTANTLY "NOW" - A TRUE FORUM FOR THE PRESENT CULTURE. 0 0 4894734 3169519 DURING THE 2024-25 SEASON, THE NEW GROUP (TNG) CELEBRATED ITS 30TH ANNIVERSARY BY ADVANCING ITS MISSION TO DEVELOP AND PRODUCE ADVENTUROUS, ARTIST-DRIVEN THEATER. PROGRAMMING FOCUSED ON THREE CORE PILLARS: WORLD-CLASS PRODUCTIONS, NEW WORK DEVELOPMENT, AND COMPREHENSIVE THEATER EDUCATION. IN TOTAL, TNG PRODUCED THREE MAINSTAGE PLAYS AND ONE MUSICAL, SUPPORTED THE DEVELOPMENT OF 18 NEW WORKS, AND SERVED OVER 340 STUDENTS THROUGH DIVERSE EDUCATIONAL INITIATIVES.MAINSTAGE PRODUCTIONS & CO-PRODUCTIONSTNG'S 30TH ANNIVERSARY SEASON REACHED A TOTAL AUDIENCE OF 30,463 THROUGH FOUR DISTINCT THEATRICAL WORKS AT THE PERSHING SQUARE SIGNATURE CENTER AND THE VINEYARD THEATER: BABE: THE OFF-BROADWAY PREMIERE OF JESSICA GOLDBERG'S PLAY, DIRECTED BY SCOTT ELLIOTT AND STARRING MARISA TOMEI. (10/29 - 12/22/2024; ATTENDANCE: 8,002). CURSE OF THE STARVING CLASS: A MAJOR REVIVAL OF SAM SHEPARD'S OBIE AWARD-WINNING CLASSIC, DIRECTED BY SCOTT ELLIOTT AND FEATURING AN ENSEMBLE CAST INCLUDING CHRISTIAN SLATER AND CALISTA FLOCKHART. DUE TO POPULAR DEMAND, THE RUN INCLUDED A ONE-WEEK EXTENSION. (2/23 - 4/6/2025; ATTENDANCE: 10,862). THE LAST BIMBO OF THE APOCALYPSE: THE WORLD PREMIERE MUSICAL BY MICHAEL BRESLIN AND PATRICK FOLEY. (4/22 - 6/1/2025; ATTENDANCE: 6,124). BOWL EP: A CO-PRODUCTION IN ASSOCIATION WITH THE VINEYARD THEATER AND NATIONAL BLACK THEATER. WRITTEN AND DIRECTED BY NAZARETH HASSAN. (5/4 - 6/22/2025; ATTENDANCE: 5,475).NEW GROUP/NEW WORKS DEVELOPMENTTNG SUPPORTED THE DEVELOPMENT OF 18 NEW PLAYS AND MUSICALS. HIGHLIGHTS INCLUDED: TOW FOUNDATION PLAYWRIGHT-IN-RESIDENCE: SUPPORTED THREE WORKS BY PRESTON CROWDER (GOD, DAMN IT!, LESSONS FROM HIM, AND BOCKING). FREE FEST: A PUBLIC READING FESTIVAL AT THEATER ROW (JUNE 25-29, 2025) FEATURING FOUR BOUNDARY-DEFYING WORKS SELECTED THROUGH A NEWLY IMPLEMENTED CURATORIAL PROCESS. THE CLIMATE PLAYS: A SPECIALIZED READING FESTIVAL AT RIPLEY-GRIER (JULY 15-17, 2025) EXPLORING THE GLOBAL CLIMATE CRISIS THROUGH THREE NEW WORKS. ADDITIONAL DEVELOPMENT: READINGS AND WORKSHOPS WERE HELD FOR 11 OTHER WRITERS, AS WELL AS DEVELOPMENT FOR THE WORLD PREMIERE MUSICAL THE LAST BIMBO OF THE APOCALYPSE.EDUCATION & COMMUNITY ENGAGEMENTTHE NEW GROUP PROVIDED THEATER EDUCATION AND ACTING TRAINING TO MIDDLE SCHOOL, HIGH SCHOOL, AND COLLEGE STUDENTS ACROSS NEW YORK CITY: YTT COLLEGE ACCESS: SERVED 282 STUDENTS (OVER 75% FIRST-GENERATION/LOW-INCOME) USING THEATER TECHNIQUES TO GUIDE STUDENTS IN TRANSFORMING THEIR PERSONAL LIFE STORIES FOR USE IN THE COLLEGE ESSAYS AND INTERVIEWS AND TO SUPPORT FAMILIES IN EVERY ASPECT OF THE COLLEGE APPLICATION PROCESS. TO DATE, THE PROGRAM MAINTAINS A 100% COLLEGE ACCEPTANCE RATE FOR PARTICIPANTS, WITH A HIGH SUCCESS RATE OF ADMISSIONS INTO IVY LEAGUE AND OTHER ELITE INSTITUTIONS. SUMMER CONSERVATORY: IN PARTNERSHIP WITH WINGSPAN ARTS, TNG PROVIDED A THREE-WEEK, TUITION-FREE PROGRAM FOR 61 STUDENTS (GRADES 6-12), CULMINATING IN THREE FULLY STAGED PRODUCTIONS (FREAKY FRIDAY, THE ADDAMS FAMILY, AND SHE KILLS MONSTERS). LIU BROOKLYN BFA: IN COLLABORATION WITH LONG ISLAND UNIVERSITY, TNG CONTINUED ITS BFA IN ACTING FOR THEATRE, FILM, AND TELEVISION. STUDENTS RECEIVED PROFESSIONAL TRAINING FROM TNG ARTISTS AND GAINED HANDS-ON EXPERIENCE THROUGH ADMINISTRATIVE INTERNSHIPS WITHIN THE COMPANY. 4894734 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 64 0 1 117 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 25 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 NY X THE ORGANIZATION 2122443380 1501 BROADWAY FL 12 NEW YORK NY 10036 SCOTT ELLIOTT ARTISTIC DIRECTOR 40.00 X X 225000 0 19240 ADAM BERNSTEIN EXECUTIVE DIRECTOR 40.00 X X 175945 0 1732 DEREK MCLANE CHAIR 1.00 X X 0 0 0 ABBY MERRILL PRESIDENT 1.00 X X 0 0 0 KUMIKO YOSHII VICE PRESIDENT 1.00 X X 0 0 0 THOMAS BRADSHAW VICE PRESIDENT 1.00 X X 0 0 0 CHRISTINA KOPEC ROONEY TREASURER 1.00 X X 0 0 0 JOHN GREENWOOD SECRETARY 1.00 X X 0 0 0 KELLY AARON BOARD MEMBER 1.00 X 0 0 0 PETER C ALKALAY BOARD MEMBER 1.00 X 0 0 0 STUART BINSTOCK BOARD MEMBER 1.00 X 0 0 0 ETHAN HAWKE BOARD MEMBER 1.00 X 0 0 0 GWEN KOROVIN BOARD MEMBER 1.00 X 0 0 0 ROBIN LATHROP BOARD MEMBER 1.00 X 0 0 0 DR DAVID MILCH BOARD MEMBER 1.00 X 0 0 0 ISAAC MIZRAHI BOARD MEMBER 1.00 X 0 0 0 EVANGELINE MORPHOS BOARD MEMBER 1.00 X 0 0 0 SERGE NIVELLE BOARD MEMBER 1.00 X 0 0 0 CYNTHIA NIXON BOARD MEMBER 1.00 X 0 0 0 MIMI O'DONNELL BOARD MEMBER 1.00 X 0 0 0 CAROL OSTROW BOARD MEMBER 1.00 X 0 0 0 PRITI PATEL BOARD MEMBER (TO SEP 2024) 1.00 X 0 0 0 CAROLE PIWNICA BOARD MEMBER 1.00 X 0 0 0 LAWRENCE PLATKIN BOARD MEMBER 1.00 X 0 0 0 CHARLES RENFRO BOARD MEMBER 1.00 X 0 0 0 ROBERT ROSENBERG BOARD MEMBER 1.00 X 0 0 0 JANA SHEA BOARD MEMBER 1.00 X 0 0 0 JONATHAN MARC SHERMAN BOARD MEMBER (TO SEP 2024) 1.00 X 0 0 0 BARBARA SLOAN BOARD MEMBER 1.00 X 0 0 0 400945 0 20972 2 0 1 0 FIVE OHM PRODUCTIONS 37-24 24TH ST STE 221 LONG ISLAND CITY NY 11101 PRODUCTION LABOR AND SUPERVISION 410470 SANDRA DAVIS LLC DBA DONORLY 1460 BROADWAY FLOOR 12 NEW YORK NY 10036 DEVELOPMENT CONSULTANT 189200 F&D SCENE CHANGES LTD 803 24 AVE SE CALGARY CALGARY CA SCENERY FABRICATION 177900 3 538827 121040 1425643 163194 2085510 ENHANCEMENT AND CO-PRO 711110 1475000 1475000 TICKET SALES 711110 1358042 1358042 WORKSHOP PRODUCTION FE 711110 181500 181500 SUBSCRIPTION SALES 711110 154977 154977 3169519 19380 19380 124189 538827 124189 0 MISCELLANEOUS INCOME 900099 26717 26717 26717 5301126 3169519 0 46097 418944 216089 91589 111266 1944168 1748058 57585 138525 44145 36877 3084 4184 252844 211918 15428 25498 173052 143963 10909 18180 16815 16815 32135 32135 145234 145234 506992 506992 391365 391365 92582 80508 6231 5843 723150 663705 22292 37153 19100 19100 3232 2198 388 646 31057 31057 PRODUCTION COSTS 774292 774292 MISCELLANEOUS 100069 68049 12005 20015 BENEFIT EVENT EXPENSES 65097 65097 LITERARY AND EDUCATION 31620 31620 530 530 5766423 4894734 300048 571641 428658 102083 729178 506448 459491 372707 11390 23401 66353 54674 164194 156862 4423 7332 323448 199898 2022941 1266543 133146 105803 97157 11897 263960 122962 494263 240662 X 1167784 872492 360894 153389 1528678 1025881 2022941 1266543 X -465297 -37500 X 0 1 X 1 0 X 2188080 4058837 2701978 2052792 2085510 13087197 2188080 4058837 2701978 2052792 2085510 13087197 1757382 11329815 18947 5662 5498 54706 19380 104193 11181 23277 37715 4756 26717 103646 13295036 9866774 0.85220 0.85730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28516 21295 7221 135678 135567 111 7332 SECURITY DEPOSITS 47352 AEA BOND ON DEPOSIT 41540 OPERATING LEASE RIGHT-OF-USE ASSET 111006 199898 OPERATING LEASE LIABILITY 122962 122962 X X X X X X X 1 SANDRA DAVIS LLC DBA DONORLY 1460 BROADWAY FLOOR 12 NEW YORK NY 10036 DEVELOPMENT CONSULTANT 0 0 145234 0 145234 NY GALA 663016 538827 124189 124189 663016 538827 124189 124189 124189 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROVIDED DEVELOPMENT SUPPORT TO THE ORGANIZATION X X X X 0 0 0 0 0 0 0 0 0 SCOTT ELLIOTT ARTISTIC DIRECTOR 225000 0 0 0 0 0 0 0 19240 0 244240 0 0 0 ADAM BERNSTEIN EXECUTIVE DIRECTOR 175945 0 0 0 0 0 0 0 1732 0 177677 0 0 0 X 16 163194 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS GENERAL SUPERVISION OF THE AFFAIRS OF TNG BETWEEN BOARD MEETINGS AND ACTS ON BEHALF OF TNG AS NECESSARY AND, WITH RESPECT TO ANY MATERIAL ISSUES, SUBJECT TO REVIEW AND (WHEN SUCH ACTION IS CONDITIONED THEREUPON) RATIFICATION BY THE FULL BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 2 PETER ALKALAY AND BARBARA SLOAN - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 29, 2025, THE BOARD OF DIRECTORS APPROVED AMENDMENTS TO THE CORPORATION'S BYLAWS REGARDING OFFICER ROLES, COMMITTEE COMPOSITION, SUCCESSION, AND GOVERNANCE PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THEN REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE, AND IS PUBLISHED TO THE NEW GROUP'S ONLINE BOARD PORTAL TO MAKE IT AVAILABLE FOR DIRECTOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL ACKNOWLEDGEMENT AND DISCLOSURE FORMS AND TO REPORT POSSIBLE CONFLICTS OF INTEREST AS THEY ARISE. THE BOARD WILL NOT APPROVE ANY CONFLICT TRANSACTION UNLESS THE GOVERNANCE COMMITTEE DETERMINES THE CONFLICT TRANSACTION TO BE FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. ALL GOVERNANCE COMMITTEE DETERMINATIONS REGARDING CONFLICT TRANSACTIONS WILL BE RESOLVED BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS PRESENT AT THE MEETING. AN INTERESTED INDIVIDUAL MAY BE COUNTED FOR QUORUM PURPOSES BUT MAY NOT BE PRESENT FOR OR PARTICIPATE IN THE DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S AND EXECUTIVE DIRECTOR'S SALARIES WERE SET BY THE BOARD AFTER AN INVESTIGATION TO THE SALARIES OF ARTISTIC DIRECTORS AND EXECUTIVE DIRECTORS AT SIMILARLY SIZED THEATERS IN NEW YORK CITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR YEAR GRANT -37,500. TNG MANAGING ENTITY LLC 240 WEST 35TH STREETSUITE 1200 NEW YORK NY 10001 MANAGEMENT OF TNG OFF STAGE LLC NY 0 0 THE NEW GROUP INC TNG OFF STAGE LLC 240 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 862063984 AUDIO-VISUAL PRODUCTION DEVELOPMENT, FINANCING, AND DISTRIBUTION. NY TNG MANAGING ENTITY LLC RELATED 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP THE LLC WAS DISSOLVED IN DECEMBER 2024.