2024-10-21T14:54:14-05:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-01-01 131893906 AMERICAN THEATRE WING INC AMER 2127650606 230 WEST 41ST STREET 1101 NEW YORK NY 100367207 HEATHER A HITCHENS PRESIDENT AND CEO 2127650606 2024-10-17 1 0 FREDERICK MARTENS P00298107 2126972299 2023 2024-10-15 13:58:12Z HEATHER A HITCHENS 230 WEST 41ST STREET 1101 NEW YORK NY 100367207 6808510 0 X WWW.AMERICANTHEATREWING.ORG X 1952 NY THE FURTHERANCE OF EXCELLENCE IN THE THEATRE ARTS. 31 31 21 96 0 0 2287952 3105605 45000 438740 461024 141267 7395 6085 2801371 3691697 619535 649774 0 0 1244411 1300862 28000 28000 358144 961580 1362880 2853526 3341516 -52155 350181 12830673 14011781 689133 602022 12141540 13409759 THE FURTHERANCE OF EXCELLENCE IN THE THEATRE ARTS THROUGH MEDIA INITIATIVES, EDUCATIONAL PROGRAMS AND GRANTING AWARDS. 0 0 674204 600187 ANDREW LLOYD WEBBERTHE ANDREW LLOYD WEBBER INITIATIVE IS A NATIONAL DIVERSITY, EQUITY, AND INCLUSION PROGRAM THAT CREATES THEATRE EDUCATION OPPORTUNITIES FOR UNDERSERVED STUDENTS THROUGH CLASSROOM RESOURCE GRANTS, TRAINING SCHOLARSHIPS, AND UNIVERSITY SCHOLARSHIPS. THIS PROGRAM HAS ALLOWED THE AMERICAN THEATRE WING (ATW) TO DEVELOP A STRONGER, MORE INCLUSIVE AND EQUITABLE PIPELINE TO CAREERS IN THEATRE. 213507 WORKING IN THE THEATREATW CONTINUES TO INCREASE ITS AUDIENCE THROUGH THIS MEDIA PROGRAMMING. THE PROGRAM HAS REACHED OVER 200 COUNTRIES INTERNATIONALLY AND SHARES INSIGHT INTO THE PROCESS OF CREATING GREAT THEATRE. IT HAS GARNED NATIONAL AWARDS. THE PROGRAM EXTENDS OUR COMMITMENT TO PROVIDING PROFESSIONAL DEVELOPMENT AND TRAINING. 1528790 49587 438740 OTHER PROGRAM SERVICESSTUDENTS WITH THE DESIRE TO ENTER THE WORLD OF THE THEATRICAL DESIGN WERE HOSTED IN NYC FOR SPRINGBOARD TO DESIGN. THE STUDENTS CAME FROM MANY DIFFERENT STATES ACROSS THE COUNTRY. ATW CONTINUED TO DEVELOP THE NEXT GENERATION OF THEATRE ARTISTS BY INVESTING IN THE GROWTH OF AMERICAN THEATRE ON THE STAGE, AS WELL AS BEHIND THE SCENES. 2416501 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 70 0 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 2127650606 230 WEST 41ST STREET SUITE 1101 NEW YORK NY 10036 EMILIO SOSA CHAIR 5.00 X X 0 0 0 DALE CENDALI VICE CHAIR 5.00 X X 0 0 0 PATRICIA CROWN VICE CHAIR 5.00 X X 0 0 0 JAMES HIGGINS VICE CHAIR 5.00 X X 0 0 0 LATANYA RICHARDSON JACKSON VICE CHAIR 5.00 X X 0 0 0 LEE H PERLMAN VICE CHAIR 5.00 X X 0 0 0 NADINE WONG VICE CHAIR 5.00 X X 0 0 0 PAMELA D ZILLY TREASURER 5.00 X X 0 0 0 NATASHA KATZ SECRETARY 5.00 X X 0 0 0 BINTA NIAMBI BROWN BOARD MEMBER 2.00 X 0 0 0 DAVID BROWN BOARD MEMBER 2.00 X 0 0 0 BRISA CARLETON BOARD MEMBER 2.00 X 0 0 0 THEODORE S CHAPIN BOARD MEMBER 2.00 X 0 0 0 LIZ CLAMAN BOARD MEMBER 2.00 X 0 0 0 ROBYN COLES BOARD MEMBER 2.00 X 0 0 0 DASHA EPSTEIN BOARD MEMBER 2.00 X 0 0 0 CYNTHIA ERVIO BOARD MEMBER 2.00 X 0 0 0 MEG FOFONOFF BOARD MEMBER 2.00 X 0 0 0 PHILIP M GETTER BOARD MEMBER 2.00 X 0 0 0 FRED P HOCHBERG BOARD MEMBER 2.00 X 0 0 0 DAVID HENRY HWANG BOARD MEMBER 2.00 X 0 0 0 KENNY LEON BOARD MEMBER 2.00 X 0 0 0 MICHAEL P PRICE BOARD MEMBER 2.00 X 0 0 0 DAVID ROCKWELL BOARD MEMBER 2.00 X 0 0 0 JUDITH O RUBIN BOARD MEMBER 2.00 X 0 0 0 JANE FEARER SAFER BOARD MEMBER 2.00 X 0 0 0 PETER SCHNEIDER BOARD MEMBER 2.00 X 0 0 0 EVAN SHAPIRO BOARD MEMBER 2.00 X 0 0 0 MARVA A SMALLS BOARD MEMBER 2.00 X 0 0 0 LUZ TOWNS-MIRANDA BOARD MEMBER 2.00 X 0 0 0 HOWARD WOLFSON BOARD MEMBER 2.00 X 0 0 0 HEATHER A HITCHENS PRESIDENT/CEO 40.00 X 410025 0 16864 IAN WEISS DIRECTOR OF DIGITAL CONTENT 40.00 X 140773 0 17446 LAURA TALBOT DIRECTOR OF DEVELOPMENT 40.00 X 102884 0 16864 653682 0 51174 3 0 1 0 0 899095 89500 2117010 67699 3105605 TONY AWARDS JOINT VENTURE 711110 369745 369745 PROGRAM INCOME 900099 68995 68995 438740 235764 235764 2560431 2654928 -94497 -94497 -94497 461885 899095 461885 0 MISCELLANEOUS REVENUE 900099 6085 6085 6085 3691697 438740 0 147352 569502 569502 54217 54217 26055 26055 426889 337242 64034 25613 668391 458218 84448 125725 132251 102904 2831 26516 73331 51362 11732 10237 162311 162311 28000 28000 48206 48206 237809 173350 64459 21996 21339 327 330 141511 64566 43344 33601 235163 184168 37699 13296 98711 47918 2957 47836 36938 28812 3324 4802 35912 28011 3232 4669 DIRECT PRODUCTION COSTS 318932 268837 15927 34168 BAD DEBT EXPENSE 22000 22000 FUNDRAISING EVENTS 2084 2084 OTHER EXPENSES 1307 40 1267 3341516 2416501 566871 358144 1707841 1424792 22700 23716 277757 727700 4302 12095 111049 104193 652561 618038 71461 34523 10318342 11408665 16134 85879 301087 190218 12830673 14011781 361899 422748 2861 7793 324373 171481 689133 602022 X 10477153 11715614 1664387 1694145 12141540 13409759 12830673 14011781 X 350181 838217 89821 -10000 X 0 1 X 1 0 X 459210 2913701 2371549 2287952 3105605 11138017 459210 2913701 2371549 2287952 3105605 11138017 1122771 10015246 187948 228850 475911 413385 235764 1541858 710 10998 688 4914 6085 23395 12703270 535252 0.78840 0.76080 X PART II COLUMN (A) THE ORGANIZATION CHANGED ITS YEAR END FROM SEPTEMBER 30 TO DECEMBER 31, EFFECTIVE DECEMBER 31, 2019. ACCORDINGLY, SCHEDULE A, PART II, COLUMN (A) REFLECTS INFORMATION FROM THE SHORT YEAR OCTOBER 1, 2019 TO DECEMBER 31, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 426982 31139 20000 438121 213403 250000 -26421 10000 426982 201707 21696 10000 213403 0.00000 1.00000 0.00000 0 0 341743 308669 33074 159628 158179 1449 151190 151190 0 34523 OPERATING LEASE LIABILITY 171481 171481 4481708 838217 838217 3643491 48206 48206 3691697 3293310 0 3293310 48206 48206 3341516 PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUND ARE INTENDED TO SUPPORT CAREER ADVANCEMENT FELLOWSHIPS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENT LOCATED IN REGION 26055 0 0 0 0 0 0 26055 0 26055 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TRAINING SCHOLARSHIPS 26055 CHECK 0 1 0 1 0 0 0 0 0 PART I, LINE 2: OUR MONITORING PROCEDURES FOR FOREIGN GRANTEES ARE THE SAME AS IT IS FOR DOMESTIC GRANTEES (SEE SCHEDULE I, PART IV) EXCEPT FOR ONLY ONE DIFFERENCE. RATHER THAN COLLECT A W9, ATW WILL COLLECT A COMPLETED W-8BEN-E FORM FROM THE FOREIGN GRANTEE. ALL OTHER PARTS OF THE PROCESS ARE THE SAME. (ATW CURRENTLY HAS ONLY ONE FOREIGN GRANTEE.) X X X X X X X 1 BRYONY ROMER 439 2ND ST 5 BROOKYLN NY 11215 FUNDRAISING CONSULTING 0 239500 28000 211500 239500 28000 211500 NY ANNUAL GALA 1299780 837895 461885 188790 1492 210709 60894 LONDON EVENT 61200 61200 1360980 899095 461885 188790 1492 210709 60894 461885 0 1 HOUSTON INDEPENDENT SCHOOL DISTRICT 4400 WEST 18TH STREET HOUSTON TX 77092 746001255 GOV'T ENTITY 40000 0 CLASSROOM RESOURCE GRANT RECIPIENT REGENTS OF THE UNIVERSITY OF MICHIGAN 515 EAST JEFFERSON STREET ANN ARBOR MI 48109 386006309 N/A 35450 0 UNIVERSITY SCHOLARSHIPS, TRAINING SCHOLARSHIP NEW YORK UNIVERSITY OFFICE OF THE BURSAR 383 LAFAYETTE STREET 1ST FLOOR NEW YORK NY 10003 135562308 501C3 30000 0 UNIVERSITY SCHOLARSHIPS NORTHWESTERN UNIVERSITY 1801 HINMAN AVENUE EVANSTON IL 60208 362167817 501C3 28800 0 UNIVERSITY SCHOLARSHIPS, TRAINING SCHOLARSHIP SOUTHEASTERN SUMMER THEATRE INSTITUTE LLC 2 CORPUS CHRISTI PLACE HILTON HEAD ISLAND SC 29928 450821923 N/A 25300 0 TRAINING SCHOLARSHIPS CABARRUS COUNTY SCHOOLS 608 DAKOTA STREET KANNAPOLIS NC 28083 566000997 GOV'T ENTITY 25000 0 CLASSROOM RESOURCE GRANT RECIPIENT CAMDEN CITY BOARD OF EDUCATION 1701 PARK BOULEVARD CAMDEN NJ 08103 216000154 GOV'T ENTITY 25000 0 CLASSROOM RESOURCE GRANT RECIPIENT GUILFORD COUNTY BOARD OF EDUCATION 801 FERNDALE BOULEVARD HIGH POINT NC 27262 566000522 GOV'T ENTITY 24895 0 CLASSROOM RESOURCE GRANT RECIPIENT CLARK COUNTY SCHOOL DISTRICT 1650 SILVER HAWK AVENUE LAS VEGAS NV 89123 886000030 501C1 22000 0 CLASSROOM RESOURCE GRANT RECIPIENT THE FUND FOR PUBLIC SCHOOLS 52 CHAMBERS STREET NEW YORK NY 10007 112656137 N/A 20000 0 CLASSROOM RESOURCE GRANT RECIPIENT UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FINANCIAL AID OFFICE 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 566065273 GOV'T ENTITY 20000 0 UNIVERSITY SCHOLARSHIPS GROVE PUBLIC SCHOOLS PO BOX 450789 GROVE OK 74345 736061035 GOV'T ENTITY 20000 0 CLASSROOM RESOURCE GRANT RECIPIENT FRACTURED ATLAS DBA AAPAC DIVERSITY REPORT 133 8TH AVENUE BROOKLYN NY 11215 113451703 N/A 18784 0 AAPAC REPORT GRANT BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501C3 18484 0 CLASSROOM RESOURCE GRANT RECIPIENT DEER VALLEY HIGH SCHOOL - ANTIOCH UNIFIED SCHOOL DISTRICT 4700 LONE TREE WAY ANTIOCH CA 94531 861134505 GOV'T ENTITY 15828 0 CLASSROOM RESOURCE GRANT RECIPIENT COLUMBIA COLLEGE CHICAGO 600 S MICHIGAN CHICAGO IL 60605 366112087 N/A 15050 0 UNIVERSITY SCHOLARSHIPS JAMES B DUDLEY HIGH SCHOOL 1200 LINCOLN STREET GREENSBORO NC 27401 566000522 GOV'T ENTITY 14000 0 CLASSROOM RESOURCE GRANT RECIPIENT DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT 3700 BEAUBIEN BOULEVARD DETROIT MI 48201 812847693 GOV'T ENTITY 13906 0 CLASSROOM RESOURCE GRANT RECIPIENT THE TANK NYC 312 WEST 36TH STREET NEW YORK CITY NY 10018 010798319 N/A 10200 0 AAPAC GRANT FOLSOM CORDOVA UNIFIED DISTRICT 2239 CHASE DRIVE RANCHO CORDOVA CA 95670 946002505 GOV'T ENTITY 10200 0 CLASSROOM RESOURCE GRANT RECIPIENT ELON UNIVERSITY 100 CAMPUS DRIVE ELON NC 27244 560532303 N/A 10000 0 UNIVERSITY SCHOLARSHIPS SHENANDOAH UNIVERSITY 1460 UNIVERSITY DR WINCHESTER VA 22601 540525605 N/A 10000 0 UNIVERSITY SCHOLARSHIPS UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 731377584 GOV'T ENTITY 10000 0 UNIVERSITY SCHOLARSHIPS EMERSON COLLEGE 120 BOYLSTON ST BOSTON MA 02116 041286950 N/A 10000 0 UNIVERSITY SCHOLARSHIPS HOWARD UNIVERSITY 2400 SIXTH ST NW WASHINGTON DC 20059 530204707 N/A 10000 0 UNIVERSITY SCHOLARSHIPS UNIVERSITY OF CINCINNATI SPON STDNT ACCTS PO BOX 210140 CINCINNATI OH 45221 316000989 GOV'T ENTITY 10000 0 UNIVERSITY SCHOLARSHIPS THE REGENTS OF THE UNIVERSITY OF CALIFORNIA OFFICE OF FINANCIAL AID AND SCHOLARSHIPS 102 ALDRICH HALL IRVINE CA 92697 952226406 GOV'T ENTITY 10000 0 UNIVERSITY SCHOLARSHIPS CALIFORNIA INSTITUTE OF THE ARTS 24700 MCBEAN PARKWAY SANTA CLARITA CA 91355 956102146 N/A 10000 0 UNIVERSITY SCHOLARSHIPS CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501C3 10000 0 UNIVERSITY SCHOLARSHIPS PACE UNIVERSITY PAYMENT PROCESSING CTR 861 BEDFORD ROAD PLEASANTVILLE NY 10570 135562314 501C3 10000 0 UNIVERSITY SCHOLARSHIPS CORNELL UNIVERSITY PO BOX 752 ITHACA NY 14851 150532082 501C3 10000 0 UNIVERSITY SCHOLARSHIPS JEFFERSON PARISH PUBLIC SCHOOL SYSTEM 2801 BRUIN DRIVE KENNER LA 70065 726000592 GOV'T ENTITY 10000 0 CLASSROOM RESOURCE GRANT RECIPIENT INTERLOCHEN CENTER FOR THE ARTS 4000 J MADDY PKWY INTERLOCHEN MI 49643 932006917 501C3 8625 0 TRAINING SCHOLARSHIPS OPEN JAR STUDIOS LLC 1601 BROADWAY NEW YORK NY 10019 201449731 N/A 7980 0 TRAINING SCHOLARSHIPS 21 13 COMPOSER, LYRICISTS & BOOK WRITERS GRANTS 4 27998 PRODUCTION OF DRAMATIC AND/OR MUSICAL THEATRE 13 26219 PART I, LINE 2: ATW AWARDED GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS WHOSE PRIMARY ACTIVITIES CENTER ON THE PRODUCTION OF DRAMATIC AND/OR MUSICAL THEATRE. APPLICANTS MUST PURSUE A CLEARLY DEFINED MISSION, PRODUCE AT LEAST 5 CONSECUTIVE SEASONS, HAVE PLANS FOR AN UPCOMING SEASON, AND BE INCORPORATED BETWEEN 1997 AND 2007. IN ADDITION, A COPY OF THE MOST RECENT FINANCIAL AUDIT AND IRS FORM 990 MUST BE SUBMITTED. ATW AWARDED GRANTS TO PUBLIC SCHOOLS, INCLUDING ELEMENTARY, MIDDLE, AND HIGH SCHOOL THEATRE PROGRAMS. APPLICANTS MUST DEMONSTRATE FINANCIAL NEED, PROVIDE A SIGNED LETTER OF SUPPORT FROM THE SCHOOL ADMINISTRATION PLEDGING TO USE THE FUNDS AS DESIGNATED. RECIPIENTS MUST SUBMIT A FINAL REPORT, INCLUDING A NARRATIVE AND FINANCIAL REPORT DETAILING HOW ALL GRANT FUNDS WERE EXPENDED AS DETAILED IN THE COUNTERSIGNED GRANT AGREEMENT. THIS PAST YEAR, ATW GRANTED SCHOLARSHIPS TO NOT-FOR-PROFIT THEATRE TRAINING PROGRAMS AND UNIVERSITIES FOR TRAINING AND UNIVERSITY SCHOLARSHIP RECIPIENTS. THE STUDENT AND PARENT ARE IN DIRECT COMMUNICATION WITH ATW AND THE PROGRAM OFFICER AT THE DESIGNATED PROGRAM. THE TRAINING PROGRAMS MUST PROVIDE PROOF OF ATTENDANCE UPON REQUEST TO ATW AS MENTIONED IN THE SIGNED AWARD LETTER. UPON COMPLETION OF THE PROGRAM, STUDENTS ARE REQUIRED TO SUBMIT A FEEDBACK REPORT ON THEIR EXPERIENCE AT THE PROGRAM. FOR THE UNIVERSITY SCHOLARSHIPS, STUDENTS MUST DEMONSTRATE FINANCIAL NEED AS DETERMINED THROUGH THE FEDERAL APPLICATION FOR STUDENT AID OR FAFSA. UNIVERSITIES WILL PROVIDE PROOF OF ATTENDANCE AS WELL AS MAINTAINED GPA MINIMUM REQUIREMENTS. STUDENTS ARE REQUIRED TO FILL OUT AN ANNUAL REPORT PROVIDING COPIES OF COURSES TAKEN, GPA, PROOF OF MAJOR, EXTRACURRICULAR ACTIVITIES, ETC. ATW ALSO DISTRIBUTES GRANTS TO THE INDIVIDUALS WHO DEMONSTRATE COMMITMENT AND DEDICATION TO A CAREER IN A THEATER. THE BOARD APPROVED GRANTS COMMITTEES MONITORS AND OVERSEES EACH OF THESE PANEL PROCESSES. X X X X 0 0 0 0 0 0 0 0 0 HEATHER A HITCHENS PRESIDENT/CEO 390025 0 20000 0 0 0 0 0 16864 0 426889 0 0 0 IAN WEISS DIRECTOR OF DIGITAL CONTENT 140773 0 0 0 0 0 0 0 17446 0 158219 0 0 0 X 3 67699 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY ATW'S FINANCIAL MANAGEMENT, THE CEO, AND THE AUDIT COMMITTEE, AND IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS AND KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION AND COMPLETE AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT/CEO IS APPROVED BY THE BOARD. COMPENSATION IS GENERALLY BASED ON INDUSTRY STANDARDS, AND COMPARATIVE DATA OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FULL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE NEW YORK STATE CHARITIES BUREAU WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REDUCTION OF PRIOR YEAR GRANT -10,000. TONY AWARD PRODUCTIONS(A PARTNERSHIP OF TWO NOT-FOR-PROFIT ORGANIZATIONS) 234 W 44 STREET NEW YORK NY 10036 PRODUCING AN ANNUAL "TONY AWARD" EVENT NY N/A N/A 50 JOINT VENTURE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TONY AWARD PRODUCTIONS S 300000 ACTUAL AMOUNT TRANSFERRED