2023-11-13T08:56:41-06:00 2022-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-01-01 046002993 JACOB'S PILLOW DANCE FESTIVAL INC JACO 4132439919 358 GEORGE CARTER ROAD BECKET MA 01223 PAMELA TATGE CEO 4132439919 2023-11-10 1 PAMELA TATGE 999009999 0 PATRICIA MCGOWAN P00184514 9592007000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA TATGE 358 GEORGE CARTER ROAD BECKET MA 01223 38306743 0 X WWW.JACOBSPILLOW.ORG X 1941 MA TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION, AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. 31 30 180 250 0 0 13513598 22107833 762241 2244655 580499 509319 698707 5217454 15555045 30079261 108750 195787 0 0 3625110 4715550 82250 50000 1270537 5275646 7204795 9091756 12166132 6463289 17913129 50618453 63745502 2385889 1046389 48232564 62699113 X TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION, AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. 0 0 8431530 105737 7233477 PRESENTATION AND ARTIST SUPPORT: THE PILLOW'S 90TH ANNIVERSARY FESTIVAL IN 2022 FEATURED 10-WEEKS OF PROGRAMMING IN THE NEWLY RENOVATED TED SHAWN THEATRE AND ON THE OUTDOOR HENRY J. LEIR STAGE. WE WELCOMED 10 COMPANIES TO THE TED SHAWN THEATRE, 31 COMPANIES TO THE OUTDOOR HENRY J. LEIR STAGE, 21 COMPANIES MAKING THEIR PILLOW DEBUT, 3 ON THE ROAD PERFORMANCES ACROSS BERKSHIRE COUNTY, 3 POP-UP PERFORMANCES, 5 PROGRAMS FROM THE SCHOOL AT JACOB'S PILLOW FEATURING 116 ARTISTS, THE RETURN TO FESTIVAL PARTIES, AND ONE EPIC DANCE BATTLE. IN ALL, 514 ARTISTS CAME TO JACOB'S PILLOW THIS PAST SUMMER TO PERFORM AND PRESENT. HIGHLIGHTS FROM THE FESTIVAL INCLUDE SW!NG OUT WHICH BROUGHT THE BEST OF THE SWING DANCE WORLD TO JACOB'S PILLOW ALONG WITH LIVE MUSIC FROM THE 12-PIECE EYAL VILNER BIG BAND; MUSIC FROM THE SOLE PRESENTING I DIDN'T COME TO STAY, A WORK DEVELOPED THROUGH A PILLOW LAB RESIDENCY; AND MIAMI CITY BALLET CLOSED THE SEASON WITH A DIVERSE PROGRAM INCLUDING TWO HISTORIC WORKS THAT WERE NEW TO THE PILLOW: GEORGE BALANCHINE'S SERENADE, AND JEROME ROBBINS' ANTIQUE EPIGRAPHS. BOTH OF THESE PIECES WERE PERFORMED WITH A LIVE ORCHESTRA, MADE POSSIBLE BY THE EXPANSION OF THE TED SHAWN THEATRE, AND OUR BRAND NEW ORCHESTRA PIT.ALONG WITH WEEK-LONG PERFORMANCES IN THE TED SHAWN THEATRE AND ON THE HENRY J. LEIR STAGE, JACOB'S PILLOW PRESENTED 20 ONE-NIGHT PERFORMANCES INCLUDING INDIGENOUS ENTERPRISE; COLLAGE DANCE COLLECTIVE; LES BALLET AFRIK; YUE YIN DANCE COMPANY; AND LADIES OF HIP-HOP DANCE COLLECTIVE, AMONG OTHERS. THE FESTIVAL FEATURED WORKS PERFORMED THROUGHOUT OUR CAMPUS INCLUDING MICHELLE N. GIBSON, A CULTURAL AMBASSADOR OF THE DIASPORIC DANCE TRADITIONS OF THE BLACK COMMUNITY IN NEW ORLEANS, PERFORMING WITH NOJO 7, A DYNAMIC ENSEMBLE DRAWN FROM THE FULL NEW ORLEANS JAZZ ORCHESTRA.PILLOW LAB: PILLOW LAB RESIDENCIES CONTINUE TO MEET A CRITICAL NEED IN THE DANCE FIELD, PROVIDING CHOREOGRAPHERS WITH ESSENTIAL RESOURCES TO FURTHER DEVELOP THEIR CREATIVE PROCESS. OUR 90TH ANNIVERSARY FESTIVAL FEATURED A TOTAL OF 10 PROJECTS DEVELOPED IN PART THROUGH A PILLOW LAB RESIDENCY. IN 2022 WE HOSTED 12 LABS WITH THE FOLLOWING ARTISTS: DEBORAH GOFFE, KAYLA HAMILTON, LADIES OF HIP HOP, GESEL MASON, TAYLOR STANLEY, ANANYA CHATTERJAE, EMMA CIANCI, SONYA TAYEH, MICHAEL SAKAMOTO, FAYE DRISCOLL, AND MYTHILI PRAKASH. DIGITAL PROGRAMMING: IN OCTOBER 2022, JACOB'S PILLOW LAUNCHED "JACOB'S PILLOW ON DEMAND," FEATURING AN ARRAY OF NEW DIGITAL OFFERINGS THAT WILL PREMIERED BETWEEN OCTOBER 2022 - MAY 2023. THE PILLOW BROADCAST SIX DIGITAL PRODUCTIONS FROM THE 90TH ANNIVERSARY FESTIVAL AND RELEASED THEM ON A REGULAR TIMED AND PROMOTED SCHEDULE. WE ALSO BROADCAST ENCORE PRESENTATIONS OF FILMS PRODUCED DURING OUR 2021 FESTIVAL SEASON. "JACOB'S PILLOW ON DEMAND" KICKED OFF WITH THE RELEASE OF AMERICA(NA) TO ME, THE FIRST PERFORMANCE ENGAGEMENT OF THE PILLOW'S 90TH ANNIVERSARY SEASON, AND WAS FOLLOWED BY ONLINE PRESENTATIONS OF SW!NG OUT, LIMON DANCE COMPANY, BLACK GRACE, AND SEMINAL WORKS BY OTHER ARTISTS WHO HAVE GRACED THE STAGES ON OUR HISTORIC CAMPUS. 90050 212914 EDUCATION: OVER THE LAST THREE YEARS, THE SCHOOL HAS RESPONDED TO UNPRECEDENTED CIRCUMSTANCES WHILE CONTINUING TO GUIDE DANCERS IN EVOLVING DISTINCTIVE ARTISTIC VOICES, BUILDING THE SKILLS AND RELATIONSHIPS NECESSARY TO BECOME EXCEPTIONAL PERFORMERS AND CREATIVE COLLABORATORS; AND ASKING THEM TO CONSIDER THEIR ROLES AS DANCE ARTIST CITIZENS, IN THEIR COMPANIES AND COMMUNITIES. IN 2022, THE SCHOOL AT JACOB'S PILLOW RESUMED ALL FIVE PROGRAMS IN PERSON, WELCOMING 116 STUDENTS TO OUR HISTORIC GROUNDS. IN THE PERFORMANCE ENSEMBLE PROGRAMS, WHICH INCLUDES THE CONTEMPORARY BALLET, CONTEMPORARY, MUSICAL THEATRE AND DANCE THEATRE, 52 STUDENTS RECEIVED SCHOLARSHIP SUPPORT. 31430 COMMUNITY ENGAGEMENT: IN 2022 JACOB'S PILLOW KICKED OFF THE FESTIVAL WITH THE RETURN OF COMMUNITY DAY, A FAMILY-FRIENDLY AFTERNOON CELEBRATING BERKSHIRE CULTURE WITH CLASSES, WORKSHOPS, TOURS, AND PERFORMANCES, ALL FREE AND OPEN TO ANYONE. WE ALSO RESUMED THE BELOVED COMMUNITY CLASS SERIES, OFFERING MORNING CLASSES IN BALLET, YOGA, CONTEMPORARY DANCE, AND PILATES, FOUR DAYS A WEEK WITH 752 PARTICIPANTS ATTENDING. ADDITIONALLY, WORKSHOPS WITH FESTIVAL ARTISTS HELD ON THE JACOB'S PILLOW CAMPUS PROVIDED OVER 400 COMMUNITY MEMBERS WITH AN OPPORTUNITY TO EXPERIENCE DANCE WITH THE ARTISTS WHO GRACED OUR STAGES THIS SUMMER. PARTICIPANTS RANGED FROM AGES 5 TO 60 YEARS OLD AND INCLUDED COUPLES AS WELL AS FAMILIES WITH YOUNG CHILDREN. A SERIES OF COMMUNITY WORKSHOPS IN PITTSFIELD GATHERED PEOPLE INTO PUBLIC SPACES WITH THE IDEA THAT EVERYBODY IS INCLUDED IN SHARED LEARNING, INCLUSIVE MOVEMENT EXPERIENCES, AND COMMUNITY CONVERSATIONS WITH ARTISTS. IN 2021 THE PILLOW LAUNCHED ON THE ROAD, A NEW FREE SERIES THAT BRINGS DANCE PROGRAMMING OF THE HIGHEST CALIBER TO THE WIDER BERKSHIRE COMMUNITY, AND FEATURES THE WORK OF LOCAL ARTISTS. THIS SUMMER'S PERFORMANCES TOOK PLACE IN FOUR TOWNS - NORTH ADAMS, PITTSFIELD, GREAT BARRINGTON, AND BECKET - AND WELCOMED OVER 880 COMMUNITY MEMBERS. THIS SERIES HAS BEEN AN IMPORTANT ADDITION TO OUR COMMUNITY ENGAGEMENT PROGRAMS. 8431530 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 193 0 1 180 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NJ CA CT DC FL IL MS NC PA TN X PAMELA TATGE 4132439919 358 GEORGE CARTER ROAD BECKET MA 01223 PAMELA TATGE CEO & ARTISTIC DIRECTOR 50.00 X X 213656 0 28824 ABBIE M STRASSLER TRUSTEE 0.50 X 0 0 0 BARCLAY PALMER TRUSTEE 0.50 X 0 0 0 CALVIN ROYAL III TRUSTEE 0.50 X 0 0 0 CHRISTOPHER JONES CHAIR 2.50 X X 0 0 0 EILEEN ROMINGER OUTGOING TRUSTEE 0.50 X 0 0 0 ELAINE WOLBROM TRUSTEE 0.50 X 0 0 0 ELIZABETH CHU TRUSTEE 0.50 X 0 0 0 FRANK A CORDASCO TRUSTEE 0.50 X 0 0 0 GEORGE LAZARUS TRUSTEE 0.50 X 0 0 0 HANK ALPERT TRUSTEE 0.50 X 0 0 0 JEFFREY DAVIS TREASURER 0.50 X X 0 0 0 JEFFREY PAGE TRUSTEE 0.50 X 0 0 0 JENNIE A KASSANOFF TRUSTEE 1.00 X X 0 0 0 JOAN HUNTER OUTGOING TRUSTEE 1.00 X 0 0 0 JOHN STUDZINSKI TRUSTEE 0.50 X 0 0 0 KARI WEIL TRUSTEE 0.50 X 0 0 0 KYLE ABRAHAM TRUSTEE 0.50 X 0 0 0 MARK SENA PRESIDENT 1.00 X X 0 0 0 MARK WILLIAMS TRUSTEE 0.75 X 0 0 0 MICHELLE DORRANCE TRUSTEE 0.50 X 0 0 0 NANCY FELLER SECRETARY 1.50 X X 0 0 0 NANCY NELSON KAPLAN TRUSTEE 0.50 X 0 0 0 PAULA WARDYNSKI TRUSTEE 0.50 X 0 0 0 RANNY COOPER TRUSTEE 0.50 X 0 0 0 REGGIE WILSON TRUSTEE 0.50 X 0 0 0 SAIDYA HARTMAN TRUSTEE 0.50 X 0 0 0 SANDRA BURTON TRUSTEE 0.75 X 0 0 0 SARAH EUSTIS OUTGOING TRUSTEE 0.50 X 0 0 0 SIENNA PATTI TRUSTEE 1.00 X 0 0 0 STEPHEN BERENSON TRUSTEE 0.50 X 0 0 0 STEPHEN M WEINER TRUSTEE 1.00 X 0 0 0 WENDY A MCCAIN TRUSTEE 0.50 X 0 0 0 WENDY WHELAN TRUSTEE 0.50 X 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 50.00 X 151026 0 19478 ROBERT BRAININ OUTGOING DIRECTOR OF FINANCE 50.00 X 96378 0 23021 JARED V FINE CHIEF MARKETING OFFICER 50.00 X 125416 0 7657 586476 0 78980 3 0 1 0 ALLEGRONE CONSTRUCTION CO 150 PITTSFIELD ROAD LENOX MA 01240 CONSTRUCTION 6731411 MRM HOSPITALITY LLC 25 ANN DR SYOSSET NY 11791 FOOD SERVICE OPERATIONS 505672 MECANNO ARCHITECTS 120 BROADWAY 20TH FLOOR NEW YORK NY 10271 ARCHITECTURAL SERVICES 429763 NEL SHELBY PRODUCTIONS INC 130 WEST 56TH STREET 5M NEW YORK NY 10019 VIDEO PRODUCTION SERVICES 206662 BLUECADET LLC 1526 FRANKFORD AVENUE PHILADELPHIA PA 19125 DIGITAL PROGRAM CONSULTING 191504 18 480899 2117038 19509896 1099802 22107833 DANCE FESTIVAL 611600 2000311 2000311 DANCE SCHOOL 611600 244344 244344 2244655 479255 479255 62954 0 62954 62954 62954 7791154 7761090 30064 30064 30064 307976 480899 395400 -87424 -87424 79750 70992 8758 8758 INSURANCE ADVANCE 900099 5203804 5203804 29362 29362 5233166 30079261 7477821 0 493607 X 105737 105737 90050 90050 532385 206492 222646 103247 3390839 2094930 888801 407108 770020 373403 293588 103029 22306 11979 7059 3268 20279 12770 5047 2462 58080 36575 14455 7050 50000 50000 26524 26524 3839654 3278573 321887 239194 183774 152602 22860 8312 250134 156235 61848 32051 323452 215094 54583 53775 73237 41768 27634 3835 895270 595350 148841 151079 224645 224645 EQUIPMENT 841613 772714 19264 49635 PRODUCTION COSTS/OTHER 262150 154213 61445 46492 BAD DEBTS 10000 10000 195983 133045 62938 12166132 8431530 2464065 1270537 8612302 8116322 1250617 2303994 4951397 12310085 16150 917087 49048 33566 69267 82969 31986976 8579656 15876508 23407320 19793164 16574159 50618453 63745502 1254512 960404 1131377 85985 2385889 1046389 X 20783044 28781993 27449520 33917120 48232564 62699113 50618453 63745502 17913129 -3446580 0 X 0 1 X 1 1 1 X 4610008 9816896 7664340 13513598 22107833 57712675 4610008 9816896 7664340 13513598 22107833 57712675 20626889 37085786 571352 576303 557215 635511 542209 2882590 1843 1843 3061 20397 21511 625221 5233166 5903356 66500464 9165513 0.55770 0.74340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE ADVANCE - 2021 AMOUNT: $ 600,000. 2022 AMOUNT: $ 5,203,804. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 3,061. 2019 AMOUNT: $ 20,397. 2020 AMOUNT: $ 21,511. 2021 AMOUNT: $ 25,221. 2022 AMOUNT: $ 29,362. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 17693172 520000 -2554269 675739 14983164 15833426 625000 1872858 638112 17693172 14544058 445000 1458776 614408 15833426 12294199 550000 2456211 756352 14544058 13701167 320146 -1093513 633601 12294199 0.01930 0.65800 0.32270 0 0 814298 814298 27582507 7294033 20288474 2076260 1051770 1024490 1513911 233853 1280058 23407320 MUTUAL FUNDS 16574159 F 16574159 X 26729348 -3446580 56800 -3389780 30119128 26524 -66391 -39867 30079261 12262799 56800 66391 123191 12139608 26524 26524 12166132 PART III, LINE 1A: THE ORGANIZATION'S COLLECTION HAS NOT BEEN CAPITALIZED OR REPORTED IN THE STATEMENTS OF FINANCIAL POSITION. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR. COSTS OF PURCHASING COLLECTION ITEMS ARE RECOGNIZED AS AN EXPENSE IN THE YEAR OF ACQUISITION; PROCEEDS FROM SALE AND INSURANCE RECOVERIES ARE RECOGNIZED AS REVENUE IN THE YEAR OF SALE OR LOSS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE CORPORATION INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND AS SUCH IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, CERTAIN OPERATIONS OF THE ORGANIZATION MAY QUALIFY AS UNRELATED BUSINESS ACTIVITIES AND TO THE EXTENT THAT THESE ACTIVITIES GENERATE INCOME AFTER EXPENSES, SUCH INCOME WILL BE SUBJECT TO FEDERAL AND STATE TAXES. NO TAX WAS INCURRED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -70,992. FUNDRAISING EXPENSES 4,601. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 70,992. FUNDRAISING EXPENSES -4,601. X X X X X X X 1 DONORLY 1460 BROADWAY NEW YORK NY 10036 EVENT CONSULTING 0 0 50000 0 50000 MA NY GALA 788875 480899 307976 187116 120860 87424 788875 480899 307976 187116 120860 87424 395400 -87424 1 LIZ LERMAN LLC 95787 0 SUPPORT CHOREOGRAPHIC DEVELOPMENT OHKETEAU CULTURAL CENTER 23 SERVICE CENTER ROAD NORTHAMPTON MA 01060 501C3 6500 0 CULTURE ENRICHMENT 1 1 NEED BASED ASSISTANCE 51 90050 INVOICING; SCHOLARSHIP IS DEDUCTED FROM TUITION TUITION WAIVER FOR PORTION OF STANDARD TUITION AMOUNT PART I, LINE 2: TUITION WAIVERS ARE GRANTED TO FAMILIES ON A NEED BASIS. APPLICATION FORMS MUST BE FILED WITH THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 PAMELA TATGE CEO & ARTISTIC DIRECTOR 213656 0 0 0 0 0 0 0 28824 0 242480 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 151026 0 0 0 0 0 0 0 19478 0 170504 0 0 0 X 21 1099802 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS APPROVED BY THE GOVERNANCE AND AUDIT COMMITTEE OF THE BOARD AND CIRCULATED TO TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH WRITTEN ANNUAL DISCLOSURE FORMS MONITORED BY THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION SETTING COMMITTEE OF MEMBERS OF THE BOARD OF TRUSTEES, APPOINTED BY THE CHAIR OF THE BOARD, OBTAINS AND DOCUMENTS AT LEAST THREE COMPARABLES. THE DECISION ON COMPENSATION IS GUIDED BY THE BOARD'S POLICY ON THIS PROCESS. 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 IX, LINE 11G PERFORMANCES: PROGRAM SERVICE EXPENSES 2,391,364. MANAGEMENT AND GENERAL EXPENSES 28,137. FUNDRAISING EXPENSES 239,194. TOTAL EXPENSES 2,658,695. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 887,209. MANAGEMENT AND GENERAL EXPENSES 293,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,180,959.