2026-05-11T14:12:34-05:00 2025-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-07-01 210724198 MCCARTER THEATRE COMPANY MCCA 6092586500 91 UNIVERSITY PLACE PRINCETON NJ 08540 MARTIN MILLER EXECUTIVE DIRECTOR 6092586500 2026-05-11 1 0 MICHAEL WALLACE P00881958 2126972299 2024 2025-03-06 01:10:19Z MARTIN MILLER 91 UNIVERSITY PLACE PRINCETON NJ 08540 17892143 0 X WWW.MCCARTER.ORG X 1960 NJ MCCARTER IS ONE OF COUNTRY'S FLAGSHIP PRODUCING THEATRES, A VIBRANT COMMUNITY GATHERING SPACE, AND CENTER FOR THE PERFORMING ARTS. 26 26 235 26 30645 0 5504438 4957926 6410994 7641235 1976893 2038670 15123 82428 13907448 14720259 0 0 0 0 8131097 8711760 0 0 1021802 6437010 6743113 14568107 15454873 -660659 -734614 36557343 36094924 4680757 4047717 31876586 32047207 X MCCARTER IS ONE OF THE COUNTRY'S FLAGSHIP THEATRES AND A CULTURAL ASSET FOR ALL OF CENTRAL NEW JERSEY. A NATIONALLY RENOWNED, INDEPENDENT PERFORMING ARTS CENTER LOCATED ON THE CAMPUS OF PRINCETON UNIVERSITY, THE COMPANY IS A MULTI-DISCIPLINARY CREATIVE HUB OF ARTS AND IDEAS OFFERING THEATER, MUSIC, DANCE, SPOKEN WORD, AND EDUCATIONAL PROGRAMS FOR ALL AGES. KNOWN FOR ITS COMMITMENT TO CREATIVITY AND EXCELLENCE, AS WELL AS ITS THOUGHTFUL AND ENGAGED AUDIENCE, MCCARTER HAS PROVIDED A HOME FOR ARTISTS SINCE ITS INCORPORATION. THORNTON WILDER'S OUR TOWN, KAUFMANN & HART'S YOU CAN'T TAKE IT WITH YOU, AND WILLIAM INGE'S BUS STOP, ALL HAD THEIR PREMIERES ON MCCARTER'S STAGE. THE COMPANY IS THE RECIPIENT OF THE REGIONAL THEATRE TONY AWARD, AND WON AGAIN FOR BEST PLAY FOR CHRISTOPHER DURANG'S VANYA AND SONIA AND MASHA AND SPIKE. MCCARTER IS CO-LED TODAY BY ARTISTIC DIRECTOR SARAH RASMUSSEN AND EXECUTIVE DIRECTOR MARTIN MILLER. 0 0 12897357 7610590 ARTISTIC AND EDUCATION PROGRAMSMCCARTER WELCOMED OVER 100,000 COMMUNITY MEMBERS DURING THE 2024-25 SEASON FOR 275 PERFORMANCES AND EVENTS INCLUDING THE THEATRE, DANCE AND CLASSICAL SERIES PRODUCTIONS AND ONE-NIGHT ONLY PERFORMANCES AND EVENTS; STUDENT PRODUCTIONS HOSTED IN PARTNERSHIP WITH THE TRIANGLE CLUB AND LEWIS CENTER FOR THE ARTS AT PRINCETON UNIVERSITY; AND EDUCATION CLASSES AND STUDENT MATINEES.THE THEATRE SERIES INCLUDED THE WORLD-PREMIERE EMPIRE RECORDS: THE MUSICAL WITH ROCK SCORE BY ZOE SARNAK AND BOOK BY CAROL HEIKKINEN, DUEL REALITY FROM ACCLAIMED CIRQUE COMPANY THE 7 FINGERS, 2024 PULITZER PRIZE FINALIST FOR DRAMA HERE THERE ARE BLUEBERRIES FROM MOISES KAUFMAN AND THE TECTONIC THEATER PROJECT, KAREN ZACARIAS'S LEGACY OF LIGHT DIRECTED BY MCCARTER'S ARTISTIC DIRECTOR SARAH RASMUSSEN, THE 2024 PULITZER PRIZE FOR DRAMA PRIMARY TRUST BY EBONI BOOTH, AND THE ANNUAL HOLIDAY CLASSIC A CHRISTMAS CAROL. THE DANCE, CLASSICAL, AND SIGNATURE SERIES PRESENTED 45 EVENTS INCLUDING CONCERTS BY RENOWNED CELLIST YO-YO MA AND GRAMMY WINNER NATALIA LAFOURCADE; EVENINGS WITH TELEVISION HOST AND COMEDIAN ROY WOOD, JR. AND NEW YORK TIMES BEST-SELLING AUTHOR ANDY BOROWITZ; DANCE PERFORMANCES FROM SEOUL-BASED BEREISHIT DANCE COMPANY AND THE TWYLA THARP DANCE (CELEBRATING 60TH ANNIVERSARY); AND FAMILY PROGRAMMING INCLUDING "QUEEN OF KIDS' MUSIC" LAURIE BERKNER.MCCARTER'S YEAR-ROUND EDUCATION CLASSES WELCOME THEATER NEWCOMERS AND SEASONED PERFORMERS, OFFERING AN ARRAY OF IN-PERSON CLASSES FOR STUDENTS GRADES K-12 AND FOR ADULTS. EACH CLASS FOSTERS A SUPPORTIVE AND CREATIVE ENVIRONMENT WHERE EVERY STUDENT IS FREE TO EXPLORE, PLAY, AND DEVELOP THEIR UNIQUE ARTISTIC VOICE. 12897357 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 174 0 1 235 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY PA X X TONI MARIE DAVIS 6092586500 91 UNIVERSITY PLACE PRINCETON NJ 08540 DANIELA BONAFEDE-CHHABRA PRESIDENT 10.00 X X 0 0 0 ASHLEY AITKEN-DAVIES VICE-PRESIDENT 2.00 X X 0 0 0 NEHA DESAI SHAH VICE-PRESIDENT 2.00 X X 0 0 0 BEN HAMMOND VICE-PRESIDENT 2.00 X X 0 0 0 JAMES P HERRING VICE-PRESIDENT 2.00 X X 0 0 0 ELLIOT ASARNOW TREASURER 2.00 X X 0 0 0 RITA MCGRATH SECRETARY 2.00 X X 0 0 0 RHONDA ADAMS-MEDINA TRUSTEE 1.00 X 0 0 0 JAMES BARROOD TRUSTEE 1.00 X 0 0 0 CLAUDINA BONETTI TRUSTEE 1.00 X 0 0 0 CARMELO CINTRON TRUSTEE 1.00 X 0 0 0 JOHN CLARKE TRUSTEE (THRU 1/25) 1.00 X 0 0 0 ANDREW FARRIS TRUSTEE 1.00 X 0 0 0 BONNIE GUTH TRUSTEE 1.00 X 0 0 0 ERIC HAGIN TRUSTEE 1.00 X 0 0 0 ELIZABETH MCNEILLY TRUSTEE 1.00 X 0 0 0 ROHIT MEHROTRA TRUSTEE 1.00 X 0 0 0 ROBERT A MINTZ TRUSTEE (THRU 6/25) 1.00 X 0 0 0 AQUATIA L OWENS TRUSTEE 1.00 X 0 0 0 DOUGLAS PALMER TRUSTEE (THRU 6/25) 1.00 X 0 0 0 PAMELA PRUITT TRUSTEE 1.00 X 0 0 0 RICHARD QUINN TRUSTEE 1.00 X 0 0 0 W ROCHELLE CALHOUN TRUSTEE 1.00 X 0 0 0 MICHAEL ROSE TRUSTEE 1.00 X 0 0 0 KIM SWANN TRUSTEE 1.00 X 0 0 0 MARK THIERFELDER TRUSTEE (THRU 1/25) 1.00 X 0 0 0 JESSE TREU TRUSTEE 1.00 X 0 0 0 DAVID WALKER TRUSTEE 1.00 X 0 0 0 SARAH RASMUSSEN ARTISTIC DIRECTOR 40.00 X 328439 0 50931 MARTIN MILLER EXECUTIVE DIRECTOR 40.00 X 335966 0 17552 SUDHA IYER CFO (THRU 9/24) 40.00 X 84911 0 10851 TONI MARIE DAVIS DIRECTOR OF FINANCE (FROM 1/25) 40.00 X 0 0 0 JOE PEACOCK DIRECTOR OF DEVELOPMENT 40.00 X 145064 0 12973 KELLY RYMAN DIRECTOR OF MKTG & AUDIENCE STRATEGY 40.00 X 145049 0 31443 PAULA ABREU DIRECTOR OF PRESENTED PROGRAMMING 40.00 X 141110 0 31923 DEBBIE BISNO DIRECTOR OF UNIVERSITY & ARTISTIC PARTNERSHIPS 40.00 X 138160 0 17199 DIXIE UFFELMAN DIRECTOR OF PRODUCTION 40.00 X 118993 0 32101 1437692 0 204973 14 0 1 0 SITUATION MARKETING LLC 469 7TH AVENUE RM 1300 NEW YORK NY 10018 ONLINE/GOOGLE/META ADS MARKETING CONSULT 220517 LIVE NATION WORLDWIDE 2000 WEST LOOP SOUTH STE 130 HOUSTON TX 77027 TOUR PRODUCER/PRESENTER FEE 178741 LES 7 DOIGHTS DE LA MAIN 2111 BOUL SAINT-LAURENT MONTREAL QUEBEC CA H2X 2T5 PERFORMANCE FEE AND ROYALTIES PAID 106962 3 425974 878620 3653332 66769 4957926 TICKET SALES & HANDLING CHARGES 711110 5314853 5314853 CO-PRODUCTION INCOME 711110 1176892 1176892 COMMUNITY PRODUCTIONS & EVENTS 532000 400665 400665 TUITION INCOME 611710 384289 384289 CONCESSION AND ARTIST MERCHANDISE 711110 221656 221656 142880 112235 30645 7641235 1472489 1472489 1283 1283 3675299 3109118 566181 566181 566181 62766 425974 62766 0 MISCELLANEOUS INCOME 900099 81145 81145 81145 14720259 7610590 30645 2121098 843957 455400 316797 71760 6532919 5654081 348648 530190 135151 123194 1204 10753 631198 520584 57161 53453 568535 471492 50534 46509 37416 7483 29933 73641 73641 34000 34000 119707 119707 769757 448217 195424 126116 640476 613372 6116 20988 112952 60707 12520 39725 261104 165850 49568 45686 376544 373575 2969 241372 240815 426 131 29704 27429 1664 611 59743 59695 48 215446 172357 21544 21545 196102 29415 127467 39220 ARTISTIC FEE 1824810 1820610 4200 THEATRE EXPENSE 696543 662841 22787 10915 PHYSICAL PRODUCTION 688075 688075 HOUSING 268165 268165 97556 97556 15454873 12897357 1535714 1021802 450666 402341 1498541 808904 1465354 1856273 483895 242797 123396 187503 23106058 20550080 2677055 2555978 504651 562635 28134847 28272054 1218938 1206439 36557343 36094924 511999 535530 1766705 1313975 1169516 973705 1232537 1224507 4680757 4047717 X 3424220 3101153 28452366 28946054 31876586 32047207 36557343 36094924 -734614 905235 0 X X 0 1 X 1 1 1 X 5631957 9894034 3418319 5504438 4957926 29406674 5631957 9894034 3418319 5504438 4957926 29406674 1344612 28062062 1591027 1300553 419506 1526684 1473772 6311542 104637 266968 33348 19976 30645 455574 61025 23850 81145 166020 36339810 20966187 0.77220 0.78540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 34000 34000 0 PART II-B, LINE 1: THE ORGANIZATION RETAINED A LOBBYING CONSULTANT TO ASSIST WITH SECURING A BUDGET APPROPRIATION IN THE FY 26 NEW JERSEY STATE BUDGET AS WELL AS PROVIDE GENERAL ADVICE AND COUNSEL ABOUT PUBLIC, REGULATORY, AND GOVERNMENT AFFAIRS. 26681121 326288 2641168 2366748 27281829 27777234 50000 957907 2104020 26681121 30383627 60510 -652581 2014322 27777234 32711772 50000 -546078 1832067 30383627 22606815 105000 11917136 1917179 32711772 0.66996 0.33004 0 0 19388472 17151731 2236741 2021817 1757122 264695 1695769 1641227 54542 2555978 PRINCO POOLED INVESTMENT FUND 27982275 F CHARITABLE REMAINDER TRUST 289779 F 28272054 LEASE LIABILITY 1224507 1224507 X 16335959 905235 830172 1735407 14600552 119707 119707 14720259 16165338 830172 830172 15335166 119707 119707 15454873 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. GALA 488740 425974 62766 47766 15000 488740 425974 62766 47766 15000 62766 0 X X X X X X 0 0 0 0 0 0 0 0 0 SARAH RASMUSSEN ARTISTIC DIRECTOR 328439 0 0 0 0 0 17552 0 33379 0 379370 0 0 0 MARTIN MILLER EXECUTIVE DIRECTOR 335966 0 0 0 0 0 17552 0 0 0 353518 0 0 0 JOE PEACOCK DIRECTOR OF DEVELOPMENT 145064 0 0 0 0 0 6638 0 6335 0 158037 0 0 0 KELLY RYMAN DIRECTOR OF MKTG & AUDIENCE STRATEGY 145049 0 0 0 0 0 8685 0 22758 0 176492 0 0 0 PAULA ABREU DIRECTOR OF PRESENTED PROGRAMMING 141110 0 0 0 0 0 8157 0 23766 0 173033 0 0 0 DEBBIE BISNO DIRECTOR OF UNIVERSITY & ARTISTIC PA 138160 0 0 0 0 0 7638 0 9561 0 155359 0 0 0 DIXIE UFFELMAN DIRECTOR OF PRODUCTION 118993 0 0 0 0 0 7415 0 24686 0 151094 0 0 0 X 5 66769 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS SENT TO BOARD MEMBERS FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUESTS BOARD MEMBERS AND KEY EMPLOYEES TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION. IN ADDITION, BOARD MEMBERS AND KEY EMPLOYEES ARE REQUESTED TO 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 15 COMPENSATION OF KEY EMPLOYEES IS DISCUSSED AND APPROVED BY THE BOARD. THE ORGANIZATION HAS A COMPENSATION COMIMITTEE AND COMPENSATION IS GENERALLY BASED ON INDEPENDENT COMPENSATION CONSULTANTS, INDUSTRY STANDARD AND COMPENSATION SURVEYS AND STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS MADE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THEIR OWN WEBSITE. FORM 990, PART XII, LINE 2C: THE BOARD HAS APPROVED THE AUDIT COMMITTEE FOR THE OVERSIGHT OF THE AUDIT WHICH INCLUDES REVIEWING THE AUDITED FINANCIALS.