2025-11-14T09:49:07-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-01-01 046002993 JACOB'S PILLOW DANCE FESTIVAL INC JACO 4132439919 358 GEORGE CARTER ROAD BECKET MA 01223 PAMELA TATGE CEO 4132439919 2025-11-14 1 1 JOLANTA TUCK P01340068 9592007000 2025-11-13 2024 2025-03-06 01:10:19Z PAMELA TATGE 358 GEORGE CARTER ROAD BECKET MA 01223 29344497 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 30 172 250 0 0 15210948 14756534 2769272 3320470 1628856 1169905 2022220 -127697 21631296 19119212 67825 379877 0 0 5033126 6038851 71000 83250 1526284 7510131 8341012 12682082 14842990 8949214 4276222 76388875 82988947 3089941 4656304 73298934 78332643 X TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION, AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. 0 0 8033310 2996826 PRESENTATION: THE 2024 FESTIVAL FEATURED 9-WEEKS OF PROGRAMMING IN THE HISTORIC TED SHAWN THEATRE AND ON THE OUTDOOR HENRY J. LEIR STAGE. WE WELCOMED OVER 87,750 SUMMER ATTENDEES AND AN INCREDIBLE ROSTER OF ARTISTS AND COMPANIES FROM ALL AROUND THE WORLD. THIS SEASON WE PRESENTED 37 DANCE COMPANIES, WERE JOINED BY OVER 7,300 LIVESTREAM VIEWERS ON OUR DIGITAL STAGE THROUGH JACOB'S PILLOW LIVE, BROUGHT 2 ON THE ROAD PERFORMANCES INTO BERKSHIRE COUNTY, PUT ON 12 PILLOW TALKS, INSTALLED 5 EXHIBITIONS, AND HOSTED TWO PARTIES AND ONE DANCE BATTLE. OVERALL, 504 DANCERS PERFORMED IN FESTIVAL 2024, AND OUT OF 105 TOTAL FESTIVAL PERFORMANCES, 21 WERE PILLOW DEBUTS 1248063 157850 257849 EDUCATION: THE CONTINUUM OF EDUCATIONAL PROGRAMS AT JACOB'S PILLOW DELIVERS ACCESSIBLE ARTS EDUCATION EXPERIENCES TO STUDENTS BOTH ON THE PILLOW'S CAMPUS, IN CLASSROOMS, AND IN COMMUNITY SPACES. IN 2024 THE PILLOW REACHED OVER 900 PITTSFIELD STUDENTS THROUGH PROGRAMS THAT INCLUDE CURRICULUM IN MOTION, FIELD TRIPS, STEAM TEAM SUMMER CAMP, AND WORKSHOPS AND PERFORMANCES AS PART OF THE 10X10 UPSTREET ARTS FESTIVAL. THE SCHOOL AT JACOB'S PILLOW IS WHERE DANCERS AND CHOREOGRAPHERS DEFINE AND STRENGTHEN THEIR DISTINCT ARTISTIC VOICES, WHILE MAKING THE CONNECTIONS THAT ADVANCE THEIR WORK IN THE FIELD. IN 2024, THE SCHOOL AT JACOB'S PILLOW RECEIVED A TOTAL OF 572 APPLICATIONS MAKING IT AN INCREDIBLY COMPETITIVE YEAR. ACROSS 10.5 WEEKS, WE HOSTED 5 PROGRAMS IN THE SCHOOL AT JACOB'S PILLOW FEATURING 119 ARTISTS FROM AROUND THE GLOBE. IN 2024, 61 ALUMNI OF THE SCHOOL RETURNED TO THE PILLOW IN PERFORMANCES THROUGHOUT THE FESTIVAL. 680376 88467 ENGAGEMENT: JACOB'S PILLOW COMMUNITY ENGAGEMENT PROGRAMS SERVE THOUSANDS OF BERKSHIRE RESIDENTS EVERY YEAR. THROUGHOUT THE 2024 FESTIVAL, OUR COMMUNITY PROGRAMS REACHED OVER 3,140 PEOPLE VIA 76 IN-PERSON EVENTS BOTH ON AND OFF OUR CAMPUS. OUR ANNUAL COMMUNITY DAY TOOK PLACE ON AUGUST 16 WELCOMING 463 ATTENDEES FOR A DAY OF FREE, FAMILY FRIENDLY, ALL-AGES ACTIVITIES. OUR BELOVED COMMUNITY CLASS SERIES OFFERED MORNING CLASSES IN BALLET, YOGA, CONTEMPORARY DANCE, PILATES, AND HIP-HOP FOUR DAYS A WEEK WITH 876 PARTICIPANTS ATTENDING. ADDITIONALLY, WORKSHOPS WITH FESTIVAL ARTISTS HELD ON THE JACOB'S PILLOW CAMPUS PROVIDED 307 COMMUNITY MEMBERS WITH AN OPPORTUNITY TO EXPERIENCE DANCE WITH THE ARTISTS PERFORMING ON OUR STAGES THIS SUMMER. 895941 PRESERVATION: AS JACOB'S PILLOW HAS BEEN SHAPING THE HISTORY OF DANCE IN AMERICA OVER THE PAST NINE DECADES, IT HAS ALSO BEEN ACTIVELY DOCUMENTING AND PRESERVING THIS MOST EPHEMERAL OF ART FORMS, AND IN THE PROCESS HAS CREATED A REPOSITORY OF DANCE HISTORY THAT IS EXTENSIVE AND UNIQUE. THE COLLECTIONS HOUSED IN THE ARCHIVES INCLUDE AUDIOTAPES, BOARD MINUTES, BOOKS, CORRESPONDENCE, COSTUMES, FILMS, PHOTOGRAPHES, POSTERS, PROGRAMS, SCRAPBOOKS, VIDEOS, AND MORE. THE ARCHIVES IS ONE COMPONENT OF THE PILLOW'S PRESERVATION PROGRAM, WHICH ALSO DOCUMENTS THE ONGOING ACTIVITIES OF THE FESTIVAL AND ORGANIZES EXHIBITS EXPLORING VARIOUS ASPECTS OF DANCE HISTORY. THE CENTER FOR MOST OF JACOB'S PILLOW'S PRESERVATION ACTIVITIES IN BLAKE'S BARN, AN 18TH CENTURY BUILDING THAT WAS RELOCATED TO THE PILLOW GROUNDS AND RECONFIGURED SPECIFICALLY FOR THIS PURPOSE. DURING THE SUMMER, THIS RESEARCH FACILITIES IS OPEN TO THE GENERAL PUBLIC DAILY, AND THROUGHOUT THE REMAINDER OF THE YEAR, THE ARCHIVES MAY BE VISITED DURING REGULAR BUSINESS HOURS. IN 2024 THE ARCHIVES WELCOMED OVER 14,000 VISITORS TO BLAKE'S BARN. 508984 222027 CREATION: THE PILLOW LAB IS JACOB'S PILLOW'S YEAR-ROUND INCUBATOR FOR NEW WORK. THE ANNUAL SEASON OF BESPOKE RESIDENCIES SUPPORTS U.S.-BASED AND INTERNATIONAL DANCE ARTISTS DURING CRUCIAL DEVELOPMENT, RESEARCH, AND TECHNICAL STAGE OF CHOREOGRAPHY-DRIVEN PROJECTS. PILLOW LAB ARTISTS AND THEIR COLLABORATORS RECEIVE UNRESTRICTED USE OF THE PILLOW'S STATE-OF-THE-ART FACILITIES. ARTISTS LIVE ON CAMPUS AND RECEIVE IN-KIND HOUSING, AN ARTIST FEE FOR EACH COLLABORATOR, A GROCERY STIPIEND, PROFESSIONALLY FILMED VIDEO DOCUMENTATION AND A MINI-DOCUMENTARY ABOUT THEIR WORK, AND ACCESS TO THE PILLOW'S EXTENSIVE ARCHIVES. IN 2024 WE HOSTED 10 PILLOW LABS AND WELCOMED 85 PARTICIPATING ARTISTS TO OUR CAMPUS. 1404925 222027 11366674 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 1 198 0 1 172 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 MA NJ CA CT DC FL IL MS NC PA TN 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 263481 0 23574 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 ELAINE WOLBROM TRUSTEE 0.50 X 0 0 0 ERIC MELTZER 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 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 0.80 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 REGGIE WILSON TRUSTEE 0.50 X 0 0 0 SAIDYA HARTMAN TRUSTEE 0.50 X 0 0 0 SANDRA BURTON TRUSTEE 0.80 X 0 0 0 SIENNA PATTI TRUSTEE 1.00 X 0 0 0 PATRICK RIORDAN 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 LESLIE JAMESON TRUSTEE 0.50 X 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 50.00 X 167846 0 21658 LILA R KANNER CHIEF PHILANTHROPY OFFICER 50.00 X 163894 0 0 JARED V FINE CHIEF MARKETING OFFICER 50.00 X 126579 0 28018 NORTON OWEN DIRECTOR PRESERVATION 50.00 X 106096 0 17947 KIM CHAN ASSOCIATE ARTISTIC DIRECTOR 50.00 X 120808 0 11268 RUTH FROMMER DIRECTOR OF FINANCE 50.00 X 105033 0 17720 1053737 0 120185 7 0 1 0 MARVEL ARCHITECTS 145 HUDSON STREET 3RD FLOOR NEW YORK NY 10013 ARCHITECTURAL SERVICES 696886 BOSTON GOURMET 1 INDEPENDENCE POINTE GREENVILLE SC 39615 FOOD SERVICE OPERATIONS 657851 LIZ LERMAN LLC 6424 E GREENWAY PKWY STE 100 SCOTTSDALE AZ 85254 PERFORMER 214527 SELBY ARTISTS MANAGEMENT LLC 262 WEST 38TH ST SUITE 1701 NEW YORK NY 10018 ARTIST MANAGEMENT 204169 GRAND PYRAMID LLC 100 OTTAWA AVE SW GRAND RAPIDS MI 49503 INSURANCE BROKER 148186 5 766415 387970 13602149 2592322 14756534 DANCE SCHOOL 611600 2974154 2974154 DANCE FESTIVAL 611600 257849 257849 OTHER PROGRAMS 611600 88467 88467 3320470 1173020 1173020 57925 0 57925 57925 57925 9683125 9686240 -3115 -3115 -3115 159375 766415 467268 -307893 -307893 171376 71777 99599 99599 22672 22672 22672 19119212 3343142 0 1019536 X 222027 222027 157850 157850 431327 294019 69155 68153 4740697 3231553 760077 749067 46698 28326 9106 9266 813469 493431 158633 161405 6660 4040 1299 1321 28222 28222 58223 58223 83250 83250 42325 42325 3925547 3740824 110273 74450 185755 178381 7374 254621 118586 71824 64211 139623 102612 24264 12747 207778 166678 20800 20300 232766 180043 17738 34985 1079289 884725 97282 97282 750697 359913 390784 EQUIPMENT 957995 848315 48541 61139 PRODUCTION COSTS/OTHER 232999 165519 46797 20683 DUES AND SUBSCRIPTIONS 166853 99451 14181 53221 SPECIAL EVENTS 5676 5676 72643 56483 8730 7430 14842990 11366674 1950032 1526284 3316618 363171 11880131 7428863 13863471 8623317 41035 305550 88991 116720 209709 158600 54682883 10723489 28393600 43959394 18595320 22033332 76388875 82988947 2969712 4488546 120229 167758 3089941 4656304 X 45636182 27075578 27662752 51257065 73298934 78332643 76388875 82988947 4276222 1448612 -691125 0 X 0 1 X 1 0 X 7664340 13513598 22107833 15210948 14756534 73253253 7664340 13513598 22107833 15210948 14756534 73253253 23228703 50024550 557215 635511 542209 1659521 1230945 4625401 1843 235494 237337 21511 625221 5233166 1713831 22672 7616401 85732392 9591101 0.58350 0.53810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE ADVANCE - 2021 AMOUNT: $ 600,000. 2022 AMOUNT: $ 5,203,804. 2023 AMOUNT: $ 1,696,256. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 21,511. 2021 AMOUNT: $ 25,221. 2022 AMOUNT: $ 29,362. 2023 AMOUNT: $ 17,575. 2024 AMOUNT: $ 22,672. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 16804340 2568960 1919192 772492 20520000 14983164 629701 1916702 725227 16804340 17693172 520000 -2554269 675739 14983164 15833426 625000 1872858 638112 17693172 14544058 445000 1458776 614408 15833426 0.04600 0.95400 0 0 865033 865033 30065678 9017466 21048212 2691764 1415109 1276655 21060408 290914 20769494 43959394 MUTUAL FUNDS 22033332 F 22033332 X 20591600 1448612 1448612 19142988 42325 -66102 -23777 19119211 14866767 66102 66102 14800665 42325 42325 14842990 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, 2024 AND 2023. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, 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 2021 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 -71,777. FUNDRAISING EXPENSES 5,675. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 71,777. FUNDRAISING EXPENSES -5,675. X X X X X X X 1 DONORLY 1460 BROADWAY NEW YORK NY 10036 EVENT CONSULTING 0 0 83250 -83250 83250 -83250 MA NY SEASON OPENING GALA 804872 664247 140625 7550 40035 231756 29777 73390 NYC EVENT 120918 102168 18750 45293 9540 29927 925790 766415 159375 7550 85328 231756 39317 103317 467268 -307893 1 OHKETEAU CULTURAL CENTER 23 SERVICE CENTER ROAD NORTHAMPTON MA 01060 501C3 7500 0 CULTURE ENRICHMENT LIZ LERMAN LLC 6424 E GREENWAY PARKWAY SUITE 100 SCOTTSDALE AZ 85254 501C3 214527 0 RESEARCH PROJECT DOCUMENTING CHOREOGRAPHERS' LEGACIES 1 1 NEED BASED ASSISTANCE 53 157850 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 0 0 0 0 0 0 0 1 0 PAMELA TATGE CEO & ARTISTIC DIRECTOR 225981 0 37500 0 0 0 5460 0 18114 0 287055 0 0 0 ANTHONY J PIETRANTONE DEPUTY DIRECTOR 166346 0 1500 0 0 0 3544 0 18114 0 189504 0 0 0 LILA R KANNER CHIEF PHILANTHROPY OFFICER 158394 0 2500 0 3000 0 0 0 0 0 163894 0 0 0 JARED V FINE CHIEF MARKETING OFFICER 122079 0 1500 0 3000 0 2767 0 25251 0 154597 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED BONUS WHICH WAS REPORTED IN THEIR 2024 W2. X 25 2548022 FMV X 1 25000 VENDOR VALUATION X OTHER 3 19300 VENDOR VALUATION 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 3,740,824. MANAGEMENT AND GENERAL EXPENSES 110,273. FUNDRAISING EXPENSES 74,450. TOTAL EXPENSES 3,925,547.