2026-05-05T13:03:55-05:00 2025-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-07-01 132665475 PAUL TAYLOR DANCE FOUNDATION INC PAUL 2124315562 307 WEST 38TH STREET 10TH FLOOR NEW YORK NY 10018 JOHN TOMLINSON EXECUTIVE DIRECTOR 2124315562 2026-05-05 1 0 MICHAEL WALLACE P00881958 2126972299 2024 2025-03-06 01:10:19Z THE PAUL TAYLOR DANCE COMPANY JOHN TOMLINSON 307 WEST 38TH STREET 10TH FLOOR NEW YORK NY 10018 14756283 0 X WWW.PAULTAYLORDANCE.ORG X 1965 NY ONE OF THE MOST FAMOUS AND DYNAMIC MODERN DANCE ENSEMBLES OF OUR TIME, THE PAUL TAYLOR DANCE COMPANY HAS BEEN INNOVATING AND TRANSFORMING THE ART FORM OF MODERN DANCE SINCE 1954. WITH A HISTORY OF MULTIDISCIPLINARY COLLABORATIONS, PASSIONATE EXPRESSION, AND THRILLING ATHLETICISM, THE COMPANY CONTINUES BOLDLY INTO THE FUTURE UNDER THE LEADERSHIP OF ARTISTIC DIRECTOR MICHAEL NOVAK.THE PAUL TAYLOR DANCE FOUNDATION STRIVES TO ACHIEVE AND MAINTAIN THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE WHILE CELEBRATING THE MODERN DANCE IDIOM. THROUGH OUR ARTISTIC AND EDUCATIONAL PROGRAMMING, THE FOUNDATION WORKS TO CELEBRATE THE RICH HISTORY OF THE MODERN DANCE FIELD, WHILE NURTURING AND ELEVATING AN INCLUSIVE COMMUNITY OF DANCERS, CHOREOGRAPHERS, COLLABORATORS, EDUCATORS, AND AUDIENCE MEMBERS.VOLUNTEER INFORMATION:18 BOARD MEMBERS13 BOARD OF ADVISORS10 OFFICE INTERNS/VOLUNTEERS54 VOLUNTEERS FOR THE LINCOLN CENTER SEASON95 TOTAL 18 18 127 95 0 0 8856134 8500137 1840840 2071135 221801 670741 43861 277355 10962636 11519368 49650 65800 0 0 4942663 5774097 0 26400 797355 3750198 5317123 8742511 11183420 2220125 335948 16459342 22583317 4522036 10727495 11937306 11855822 X FOUNDED BY CHOREOGRAPHER PAUL TAYLOR IN 1954, PAUL TAYLOR DANCE COMPANY IS A PREMIER INSTITUTIONAL CENTER FOR AMERICAN MODERN DANCE. UNDER THE ARTISTIC DIRECTION OF MICHAEL NOVAK, PAUL TAYLOR DANCE COMPANY HONORS TAYLOR'S GROUNDBREAKING LEGACY AND INVESTS HEAVILY IN THE FUTURE OF THE ART FORM, CREATING A REPERTORY THAT SPEAKS DIRECTLY TO CONTEMPORARY TIMES AND AMPLIFYING NEW VOICES THAT COMPLEMENT TAYLOR'S GENIUS. 1 0 3657906 881016 PRESENTATION OF THE PAUL TAYLOR DANCE COMPANY IN NEW YORK CITYTHE COMPANY PRESENTED THREE WEEKS OF PERFORMANCES AT THE DAVID H. KOCH THEATER AT LINCOLN CENTER. ADDITIONALLY, THE COMPANY PRESENTED ONE WEEK OF PERFORMANCES AT THE JOYCE THEATER. THERE WERE 23,625 TICKETS PURCHASED DURING THE LINCOLN CENTER SEASON. THE ENGAGEMENT AT THE JOYCE THEATER WAS SOLD OUT. 1981161 632735 THE PAUL TAYLOR DANCE COMPANY NATIONAL TOURINGNATIONAL TOURING CONTINUED WITH PERFORMANCES IN NEW YORK (CHAUTAUQUA, FIRE ISLAND, CHATHAM, TARRYTOWN, STONY BROOK, AND PURCHASE), THE AMERICAN DANCE FESTIVAL (NC), THE KENNEDY CENTER FOR THE PERFORMING ARTS, AND ADDITIONAL VENUES IN VIRGINIA, KENTUCKY, MAINE, NEW MEXICO, KANSAS, FLORIDA, OKLAHOMA, WISCONSIN, AND TENNESSEE. THE COMPANY ALSO PERFORMED IN THAILAND AND A TWO-WEEK TOUR IN CHINA. 1277279 128344 NEW CHOREOGRAPHY AND PRESERVATION OF TAYLOR DANCESAS PART OF INVESTING IN THE FUTURE OF THE DANCE AND AMPLIFYING EMERGING CHOREOGRAPHERS, THE COMPANY PREMIERED WORKS BY RESIDENT CHOREOGRAPHERS LAUREN LOVETTE AND ROBERT BATTLE, AND RECEIVED A COMMISSION FOR A NEW WORK BY HOPE BOYKIN. THE COMPANY STEWARDS THE TAYLOR REPERTORY BY REVIVING AND WORKS AND LICENSING LANDMARK WORKS TO OTHER DANCE COMPANIES TO PERFORM. CHURCHYARD AND TABLET, BOTH WORKS FROM THE 1960S WERE RECONSTRUCTED AND PERFORMED TO CRITICAL ACCLAIM. LICENSE AGREEMENTS WERE ENTERED INTO WITH SOUTHERN METHODIST UNIVERSITY, UNIVERSITY OF HARTFORD, BUTLER UNIVERSITY UNIVERSITY, THE BLACK GRACE TRUST, TEXAS BALLET THEATER, (CONTINUED ON SCHEDULE O) NEVADA BALLET COMPANY, AND THE PITTSBURGH BALLET THEATER TO PERFORM SEVEN ICONIC TAYLOR WORKS. 1508197 65800 429040 THE TAYLOR CENTER FOR DANCE EDUCATION (TCDE) IS THE EDUCATIONAL WING OF THE PAUL TAYLOR DANCE FOUNDATION. TCDE IS COMMITTED TO PROVIDING HIGH-QUALITY DANCE EDUCATION TO STUDENTS OF ALL AGES, FROM INTRODUCTORY CLASSES TO RIGOROUS PROFESSIONAL CLASSES, FROM TINY TOTS TO ELDERS. THROUGH A WIDE RANGE OF CLASSES, FORMATS, AND ACTIVITIES, THE SCHOOL SEEKS TO NURTURE, SUSTAIN, AND ADVANCE THE FIELD OF DANCE BY SHARING PAUL TAYLOR'S REPERTORY, FOSTERING THE TALENTS OF BUDDING CHOREOGRAPHERS, AND EXPOSING STUDENTS TO A WIDE RANGE OF DANCE STYLES AND TECHNIQUES. AS AN AMERICAN ART FORM, MODERN DANCE HAS EMERGED FROM ITS INHERENT MULTICULTURALISM. TCDE EMBRACES THE RICH HISTORY OF THE FIELD WHILE PROVIDING INNOVATIVE DANCE EDUCATION INITIATIVES AND SEEKS TO PRODUCE THE NEXT GENERATION OF DANCERS, DANCE MAKERS, DANCE AUDIENCES, AND DANCE ADVOCATES.OUR OUTREACH ACTIVITIES PROVIDE THE HIGHEST QUALITY TRAINING AND MATERIALS FOR K-12 STUDENTS AND TEACHERS IN THE NEW YORK CITY AREA. THROUGH THE ARNHOLD TIER 3 INITIATIVE, WE PROVIDE ACCESS TO FREE LIVE DANCE PERFORMANCES AS WELL AS PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND CURRICULUM GUIDES FOR TEACHERS.ADDITIONALLY, THE POLARIS PROJECT OFFERS TICKETS, PRE-PERFORMANCE WORKSHOPS, Q&AS, AND OTHER RESOURCES TO A WIDE RANGE OF COMMUNITY ORGANIZATIONS, SCHOOLS, AND THEIR FAMILIES. THE POLARIS PROJECT OFFERS UNIQUE ARTS EDUCATION OPPORTUNITIES FOR EVERYONE THROUGH THE LENS OF PAUL TAYLOR'S WORKS. THROUGH THE POLARIS PROJECT, PARTICIPANTS CAN SERVE THEIR CONSTITUENTS BY OFFERING THEM AFFORDABLE ACCESS TO LIVE PERFORMANCES AND OTHER ACTIVITIES. THESE VITAL ENRICHMENT EXPERIENCES HELP FOSTER A SENSE OF COMMUNITY AND INCLUSION WHILE PROVIDING A VEHICLE FOR CREATIVE ENGAGEMENT AND SELF-EXPRESSION.REHEARSAL, CREATION, AND PRESENTATION OF DANCE REQUIRES SPECIALIZED PHYSICAL SPACES. PAUL TAYLOR DANCE COMPANY HAS EIGHT PURPOSE-BUILT DANCE STUDIOS WHICH ARE AVAILABLE TO RENT WHEN NOT ALREADY IN USE BY THE COMPANY OR THE TAYLOR CENTER FOR DANCE EDUCATION. RENTAL RATES ARE BASED ON USAGE AND TAX EXEMPT STATUS. 1508197 65800 429040 8424543 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 64 0 1 127 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA X X JULIA LU DIRECTOR OF FINANCE 6462145813 307 WEST 38TH STREET 10TH FLOOR NEW YORK NY 10018 MICHAEL NOVAK ARTISTIC DIRECTOR 60.00 X X 205209 0 11981 JOHN TOMLINSON EXECUTIVE DIRECTOR 60.00 X X 245000 0 7329 NANCY COLES CHAIR 20.00 X X 0 0 0 RICHARD FELDMAN VICE CHAIR 5.00 X X 0 0 0 DOUGLAS PETERSON VICE CHAIR 5.00 X X 0 0 0 STEPHEN KROLL REIDY VICE CHAIR 5.00 X X 0 0 0 JOSEPH SMITH TREASURER 5.00 X X 0 0 0 ELISE JAFFE SECRETARY 5.00 X X 0 0 0 ROBERT ABERLIN TRUSTEE 2.00 X 0 0 0 DEBORAH ADELMAN TRUSTEE 2.00 X 0 0 0 DEIRDRE DUNN TRUSTEE 2.00 X 0 0 0 JOHN PHILIP FALK TRUSTEE 2.00 X 0 0 0 JOSHUA JEFFERY TRUSTEE 2.00 X 0 0 0 JONNA MACKIN TRUSTEE 2.00 X 0 0 0 ROSALIND REED TRUSTEE 2.00 X 0 0 0 YVONNE RIEBER TRUSTEE 2.00 X 0 0 0 BIANCA RUSSO TRUSTEE 2.00 X 0 0 0 MAX SHULMAN TRUSTEE 2.00 X 0 0 0 WILLIAM SHUTZER TRUSTEE 2.00 X 0 0 0 CF STONE III TRUSTEE 2.00 X 0 0 0 JULIA LU DIRECTOR OF FINANCE 40.00 X 137779 0 15582 LAUREN LOVETTE RESIDENT COREOGRAPHER 40.00 X 172111 0 17062 CATHRYN HARDING EXTERNAL AFFAIRS EXECUTIVE 40.00 X 152945 0 15363 NOAH ABERLIN GENERAL MANAGER 40.00 X 151986 0 10890 CATHY MCCANN BUCK REHEARSAL DIRECTOR 40.00 X 115401 0 8966 BRIDGET WELTY COMPANY MANAGER 40.00 X 112993 0 10923 1293424 0 98096 10 0 1 0 NEW YORK CITY BALLET 20 LINCOLN CENTER PLAZA NEW YORK NY 10023 THEATER LABOR 1010173 GLENHILL ASSOCIATES LLC PO BOX 300005 NEW YORK NY 10087 CONSTRUCTION SERVICES 807130 ST LUKE'S CHAMBER ENSEMBLE 450 WEST 37TH STREET SUITE 502 NEW YORK NY 10018 MUSIC FOR PERFORMANCES 740236 CATERING X RESTAURANT ASSOCIATES PO BOX 417632 BOSTON MA 02241 CATERING SERVICES FOR GALA 252343 MANCINI DUFFY 520 EIGHTH AVENUE SUITE 2300 NEW YORK NY 10018 ARCHITECTURAL SERVICES 235921 7 794982 91615 7613540 1760259 8500137 BOX OFFICE INCOME 711120 881016 881016 PERFORMANCE FEES 711120 632735 632735 TUITION & REGISTRATION 711120 429040 429040 LICENSING FEES 711120 128344 128344 2071135 86514 86514 267768 0 267768 267768 267768 3401341 2817114 584227 584227 584227 419801 794982 419801 0 MISCELLANEOUS 900099 9587 9587 9587 11519368 2071135 0 948096 65800 65800 630863 262153 296777 71933 3930168 2915108 748844 266216 16232 12137 2936 1159 830822 589334 180739 60749 366012 255740 83197 27075 20202 20202 56025 56025 26400 26400 3765 3765 454119 288164 137366 28589 312802 311882 150 770 243786 143649 51625 48512 1475386 1185428 210076 79882 767594 747207 9211 11176 162146 121611 32509 8026 337004 252752 67402 16850 104609 60150 41792 2667 PRODUCTION EXPENSES 973252 925875 1268 46109 ARTIST FEES 213920 213920 ENTERTAINMENT AND RECEP 188848 72184 17542 99122 3665 1449 96 2120 11183420 8424543 1961522 797355 2031370 834420 2047492 2020232 3101646 4431257 408880 23584 257101 63896 10875248 3736875 5855849 7138373 2566347 1905318 190657 6166237 16459342 22583317 922119 676833 125591 121158 3193867 3193867 280459 6735637 4522036 10727495 X 7458769 5735738 4478537 6120084 11937306 11855822 16459342 22583317 X 335948 -412432 -5000 X 0 1 X 1 0 X 7722001 7328194 4165210 8856134 8500137 36571676 7722001 7328194 4165210 8856134 8500137 36571676 8858614 27713062 94935 110516 147380 202328 354282 909441 4033 30554 10764 8559 9587 63497 37544614 6820874 0.73810 0.72510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4175536 329368 3846168 5187858 2515101 2672757 519147 252431 266716 992707 639975 352732 7138373 SECURITY DEPOSITS 72950 OPERATING RIGHT-OF-USE-ASSET 6093287 6166237 REFUNDABLE ADVANCES 19926 OPERATING LEASE LIABILITY 6715711 6735637 11103171 -412432 -412432 11515603 3765 3765 11519368 11184655 5000 5000 11179655 3765 3765 11183420 PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF PLEDGE RECEIVABLE 5,000. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES DANCE PERFORMANCES IN THAILAND AND CHINA 210855 0 0 0 0 0 0 210855 0 210855 0 0 0 0 0 0 X X X X X X X 1 ADVANCE NYC INC PO BOX 445 PLEASANTVILLE NY 10570 LEAD DONOR CULTIVATION AND STEWARDSHIP 0 0 26400 0 26400 NY CA GALA 914691 585127 329564 90620 78975 74291 85678 TAYLOR RESERVE 300092 209855 90237 31451 17820 40966 1214783 794982 419801 122071 96795 74291 126644 419801 0 1 YOUTH PROGRAM SCHOLARSHIPS (SPRING) 3 3750 TUITION VALUE PROGRAM SCHOLARSHIPS YOUTH PROGRAM SCHOLARSHIPS (FALL) 2 1500 TUITION VALUE PROGRAM SCHOLARSHIPS FULL SCHOLARSHIP SUMMER INTENSIVES 4 9400 TUITION VALUE PROGRAM SCHOLARSHIPS HALF SCHOLARSHIP SUMMER INTENSIVES 6 5750 TUITION VALUE PROGRAM SCHOLARSHIPS FULL SCHOLARSHIP WINTER INTENSIVES 3 3300 TUITION VALUE PROGRAM SCHOLARSHIPS HALF SCHOLARSHIP WINTER INTENSIVES 2 1100 TUITION VALUE PROGRAM SCHOLARSHIPS FULL SCHOLARSHIP PROFESSIONAL DIVISION 2 6600 TUITION VALUE PROGRAM SCHOLARSHIPS HALF SCHOLARSHIP PROFESSIONAL DIVISION 22 34400 TUITION VALUE PROGRAM SCHOLARSHIPS PART I, LINE 2: THE PAUL TAYLOR DANCE FOUNDATION PROVIDES MERIT-BASED TUITION ASSISTANCE TO DANCE STUDENTS. BOTH HALF AND FULL MERIT-BASED SCHOLARSHIPS ARE AWARDED TO 10-15 PROFESSIONAL DANCERS SELECTED BY AUDITION TO ATTEND CLASSES. ONE STUDENT IS SELECTED PER CLASS FROM THE TAYLOR-IN-THE-SCHOOLS RESIDENCIES TO RECEIVE ONE FREE SEMESTER OF CLASSES. THE STUDENTS ARE SELECTED BY THE CLASS' TEACHING ARTISTS AND THE CLASSROOM TEACHER. MERIT-BASED CRITERIA ARE CONSIDERED. ONE TO TWO STUDENTS ARE AWARDED BOTH HALF AND FULL SCHOLARSHIPS TO ATTEND TAYLOR TEEN ENSEMBLE. MERIT-BASED CRITERIA ARE CONSIDERED. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MICHAEL NOVAK ARTISTIC DIRECTOR 205209 0 0 0 0 0 1000 0 10981 0 217190 0 0 0 JOHN TOMLINSON EXECUTIVE DIRECTOR 245000 0 0 0 0 0 1000 0 6329 0 252329 0 0 0 JULIA LU DIRECTOR OF FINANCE 137779 0 0 0 0 0 1000 0 14582 0 153361 0 0 0 LAUREN LOVETTE RESIDENT COREOGRAPHER 172111 0 0 0 0 0 1000 0 16062 0 189173 0 0 0 CATHRYN HARDING EXTERNAL AFFAIRS EXECUTIVE 152945 0 0 0 0 0 1000 0 14363 0 168308 0 0 0 NOAH ABERLIN GENERAL MANAGER 151986 0 0 0 0 0 1000 0 9890 0 162876 0 0 0 NOAH ABERLIN RELATED TO ROBERT ABERLIN, BOARD MEMBER, AND MANAGED BY THE EXEC. DIRECTOR 160376 WORKS AT PAUL TAYLOR DANCE FOUNDATION 0 RICHARD CHEN SEE RELATED TO JOHN TOMLINSON, OFFICER, AND MANAGED BY THE DIR. OF EDUCATION 69457 WORKS AT PAUL TAYLOR DANCE FOUNDATION 0 X 24 1729742 FAIR MARKET VALUE X CHAIRS 1 15879 FAIR MARKET VALUE X COPIER 1 6198 FAIR MARKET VALUE X COSTUMES 1 5000 FAIR MARKET VALUE X UPRIGHT PIANO 1 3440 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART I, ITEM C DBA: PAUL TAYLOR AMERICAN MODERN DANCE DBA: THE TAYLOR SCHOOL DBA: THE PAUL TAYLOR ARCHIVE FORM 990, PART III, LINE 2 REHEARSAL, CREATION, AND PRESENTATION OF DANCE REQUIRES SPECIALIZED PHYSICAL SPACES. PAUL TAYLOR DANCE COMPANY ACQUIRED NEW FACILITIES AND NOW HAS EIGHT PURPOSE-BUILT DANCE STUDIOS WHICH ARE AVAILABLE TO RENT WHEN NOT ALREADY IN USE BY THE COMPANY OR THE TAYLOR CENTER FOR DANCE EDUCATION. RENTAL RATES ARE BASED ON USAGE AND TAX EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP BETWEEN ROBERT ABERLIN, TRUSTEE, AND NOAH ABERLIN, EMPLOYEE. FAMILY RELATIONSHIP BETWEEN RICHARD CHEN SEE, EMPLOYEE, AND JOHN TOMLINSON, THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR REVIEW THE 990 AND THEN THE FORM IS DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PAUL TAYLOR DANCE FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO EVERY TRUSTEE AT THE ANNUAL MEETING. ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AS DESCRIBED IN THE QUESTIONNAIRE IN WRITING TO THE CHAIR OF THE BOARD AND THE QUESTIONNAIRE IS EVALUATED BY THE BOARD GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ARE THE TWO TOP MANAGEMENT OFFICIALS. COMPENSATION FOR THESE POSITIONS IS MANAGED BY A COMPENSATION COMMITTEE COMPRISING FOUR SENIOR BOARD MEMBERS. THE COMMITTEE GATHERS AND REVIEWS COMPARABLE DATA FOR OTHER SIMILARLY SIZED ORGANIZATIONS, CONSIDERS LENGTH OF TENURE, ACCOMPLISHMENTS, AND THEN ESTABLISHES THE SALARY. THE EXECUTIVE DIRECTOR IS ENGAGED THROUGH A CONTRACT THAT RENEWS ANNUALLY. THE ARTISTIC DIRECTOR IS ENGAGED ON A THREE-YEAR CONTRACT THAT COMMENCED IN 2024. SALARIES FOR ALL OTHER KEY EMPLOYEES IS MANAGED BY THE EXECUTIVE DIRECTOR, FOLLOWING A SIMILAR PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNMENT DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE IRS FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: WRITE-OFF OF PLEDGE RECEIVABLE -5,000.