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Nonprofiteer
← AMERICAN REPERTORY THEATRE

Form 990 for tax year 2023

Filed by AMERICAN REPERTORY THEATRE.

Totals

Total revenue
$25,902,810
Total expenses
$25,172,044
Contributions and grants received
$18,282,097
Grants paid
$0
Program service revenue
$7,300,369
Investment income
$1,075,664
Other revenue
-$755,320
Total assets, end of year
$32,298,111
Total liabilities, end of year
$10,230,287
Net assets or fund balances, end of year
$22,067,824
Program services expenses (Part IX)
$20,917,606
Management and general expenses
$3,236,521
Fundraising expenses
$1,017,917
Program service expenses (Part III)
$20,917,606

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,976,360

  • 1d · Related organizations

    $5,757,078

  • 1e · Government grants (contributions)

    $75,000

  • 1f · All other contributions, gifts and grants

    $10,473,659

  • 1g · Noncash contributions included above

    $121,054

  • 2a · Program service revenue: TICKET SALES

    total $5,775,543 · related or exempt $5,775,543

  • 2b · Program service revenue: AUXILIARY EARNED INCOME & OTHER

    total $850,759 · related or exempt $850,759

  • 2c · Program service revenue: TUITION AND RELATED FEES

    total $555,454 · related or exempt $555,454

  • 2d · Program service revenue: CONCESSIONS, NET

    total $118,613 · related or exempt $118,613

  • 3 · Investment income

    total $1,075,664 · excluded $1,075,664

  • 8a · Fundraising events: gross income

    $50,770

  • 8a · Fundraising events: contributions included on line 1c

    $1,976,360

  • 8b · Fundraising events: direct expenses

    $806,090

  • 8c · Net income from fundraising events

    total -$755,320 · excluded -$755,320

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,425,160 · program services $878,180 · management and general $546,980

  • 7 · Other salaries and wages

    total $9,925,721 · program services $8,349,772 · management and general $1,031,672 · fundraising $544,277

  • 8 · Pension plan contributions

    total $600,349 · program services $532,389 · management and general $39,769 · fundraising $28,191

  • 9 · Other employee benefits

    total $943,406 · program services $836,611 · management and general $62,494 · fundraising $44,301

  • 10 · Payroll taxes

    total $2,129,909 · program services $1,566,010 · management and general $518,693 · fundraising $45,206

  • 11b · Fees: legal

    total $63,669 · management and general $63,669

  • 11c · Fees: accounting

    total $69,683 · management and general $69,683

  • 11g · Fees: other

    total $2,632,019 · program services $1,875,502 · management and general $509,507 · fundraising $247,010

  • 12 · Advertising and promotion

    total $424,610 · program services $421,244 · management and general $3,366

  • 13 · Office expenses

    total $766,982 · program services $633,810 · management and general $102,140 · fundraising $31,032

  • 14 · Information technology

    total $305,102 · program services $135,813 · management and general $169,289

  • 15 · Royalties

    total $319,919 · program services $319,919

  • 16 · Occupancy

    total $2,373,942 · program services $2,358,184 · management and general $13,205 · fundraising $2,553

  • 17 · Travel

    total $810,728 · program services $721,078 · management and general $66,088 · fundraising $23,562

  • 22 · Depreciation, depletion and amortization

    total $147,918 · program services $147,918

  • 23 · Insurance

    total $69,604 · program services $37,724 · management and general $31,880

  • 24a · Other expenses: PRODUCTION EXPENSES

    total $1,227,572 · program services $1,225,179 · management and general $2,393

  • 24b · Other expenses: EQUIPMENT EXPENSE

    total $858,982 · program services $854,364 · management and general $4,618

  • 24c · Other expenses: SPECIAL EVENTS

    total $47,711 · fundraising $47,711

  • 24d · Other expenses: OTHER

    total $26,397 · program services $23,898 · management and general $1,075 · fundraising $1,424

  • 24e · All other expenses

    total $2,661 · program services $11 · fundraising $2,650

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $227,238 · end of year $419,701

  • 3 · Pledges and grants receivable

    beginning of year $2,368,293 · end of year $6,402,909

  • 4 · Accounts receivable

    beginning of year $1,032,807

  • 9 · Prepaid expenses and deferred charges

    beginning of year $484,670 · end of year $684,378

  • 10a · Land, buildings and equipment: cost or other basis

    $5,383,599

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,255,659

  • 10c · Land, buildings and equipment, net

    beginning of year $1,666,999 · end of year $2,127,940

  • 12 · Investments: other securities

    beginning of year $21,257,686 · end of year $22,153,151

  • 15 · Other assets

    beginning of year $695,305 · end of year $510,032

  • 17 · Accounts payable and accrued expenses

    beginning of year $564,749 · end of year $620,114

  • 19 · Deferred revenue

    beginning of year $1,556,641 · end of year $3,516,180

  • 25 · Other liabilities

    beginning of year $5,170,015 · end of year $6,093,993

  • 27 · Net assets without donor restrictions

    beginning of year $5,366,522 · end of year $5,161,480

  • 28 · Net assets with donor restrictions

    beginning of year $15,075,071 · end of year $16,906,344

Mission and programs · 2023

Mission

SEE PART 1, LINE 1

Activities or mission (Part I)

SEEKS TO EXPAND THE BOUNDARIES OF THEATER, PRODUCING, PERFORMING AND PRESENTING WORKS OF LITERARY, EXPERIMENTAL AND EDUCATIONAL VALUE. PROVIDE A HOME FOR OUTSTANDING ARTISTS, A TRAINING GROUND FOR YOUNG ARTISTS (INCLUDING AN EXTENSIVE UNDERGRADUATE INVOLVEMENT) & A VITAL CULTURAL RESOURCE LOCALLY, NATIONALLY & INTERNATIONALLY.

  • PROFESSIONAL THEATRICAL PRODUCTIONS IN RESIDENCE INCLUDING 168 PERFORMANCES OF 6 PRODUCTIONS TO A TOTAL AUDIENCE OF 70,842 AT THE LOEB DRAMA CENTER IN CAMBRIDGE, MA. THE SEASON WAS COMPRISED OF WORKS OF LITERACY, EXPERIMENTAL OR OTHERWISE EDUCATIONAL VALUE, WHICH ARE SELECTED FOR THEIR PERCEIVED CAPACITY TO FURTHER THE A.R.T.'S MISSION TO EXPAND THE BOUNDARIES OF THEATRE BY EXPLORING THE BEST PLAYS FROM ACROSS CULTURES AND AGES. PLUS MISC. REVENUE & EXPENSES INCLUDING CONCESSIONS, CREDIT CARD FEES, AND ROYALTIES.

    Expenses $20,284,013 · Revenue $6,704,565

  • BEGINNING FISCAL YEAR 2019, THE INSTITUTE WENT ON HIATUS TO UNDERGO A STRATEGIC PLANNING PROCESS.

  • UNDERGRADUATE STUDENT THEATRICAL PLAYS, PRODUCTIONS, AND ACTIVITIES INCLUDED 18 PERFORMANCES OF 4 PRODUCTIONS, REACHING AN AUDIENCE OF 5,558 ACROSS TWO CAMPUS VENUES. THIS ALSO ENCOMPASSED THE INCREMENTAL TEACHING EXPENSES FOR ACADEMIC THEATER COURSES WITHIN HARVARD UNIVERSITY'S FACULTY OF ARTS AND SCIENCES. EDUCATIONAL AND COMMUNITY ENGAGEMENT PROGRAMS SAW WIDESPREAD PARTICIPATION ACROSS VARIOUS INITIATIVES. NOTABLY, THE DIALOGUE OF CIVILIZATIONS PROGRAM INVOLVED 25 PARTICIPANTS, INCLUDING 10 AT THE HARVARD ED PORTAL, FOSTERING MEANINGFUL DISCUSSIONS. COMMUNITY WORKSHOPS FOR GATSBY ENGAGED 40 PARTICIPANTS AT LOCATIONS INCLUDING MALDEN, CAMBRIDGE, AND THE EAST BOSTON LIBRARY, WITH AN ADDITIONAL WORKSHOP HELD AT THE HARVARD ED PORTAL. THE REAL WOMEN HAVE CURVES WORKSHOPS DREW 19 PARTICIPANTS FOR A SESSION AT THE HARVARD ED PORTAL. DURING THE ACOM CONFERENCE WEEK, 19 PARTICIPANTS ENGAGED IN 13 LEARNING SESSIONS. THE LEARNING LAB ALSO WITNESSED ACTIVE PARTICIPATION FROM 199 STUDENTS ACROSS FOUR PRODUCTIONS, WITH A TOTAL OF FOUR WORKSHOPS. ADDITIONALLY, THE LEARNING LAB PLC (PROFESSIONAL LEARNING COMMUNITY) SUCCESSFULLY ENGAGED 11 TEACHERS ACROSS FOUR COLLABORATIVE SESSIONS.

    Expenses $633,593 · Revenue $595,804

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HERMAN B DUTCH LEONARD

    TRUSTEE; SNIDER AND FAMILY PROFESSOR OF BUSINESS A

    Total calculated
    $1,858,446
    From this org
    $0
    From related orgs
    $1,786,044
    Other
    $72,402
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,950 related
    Bonus
    $0 + $10,180 related
    Other
    $0 + $1,344,914 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $30,912 related
    Filer's total
    $0 + $1,858,446 related

  • JOHN MANNING

    EX OFFICIO TRUSTEE; PROVOST; PROFESSOR

    Total calculated
    $883,622
    From this org
    $0
    From related orgs
    $810,537
    Other
    $73,085
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $713,150 related
    Bonus
    $0 + $35,000 related
    Other
    $0 + $62,387 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $31,595 related
    Filer's total
    $0 + $883,622 related

  • HENRY LOUIS GATES JR

    TRUSTEE;ALPHONSE FLETCHER, JR., UNIVERSITY PROFESS

    Total calculated
    $709,292
    From this org
    $0
    From related orgs
    $641,555
    Other
    $67,737
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,280 related
    Bonus
    $0
    Other
    $0 + $227,275 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $26,247 related
    Filer's total
    $0 + $709,292 related

  • DIANE PAULUS

    EX OFFICIO TRUSTEE; ARTISTIC DIRECTOR; PROFESSOR

    Total calculated
    $523,625
    From this org
    $453,366
    From related orgs
    $0
    Other
    $70,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,602
    Bonus
    $50,000
    Other
    $764
    Deferred
    $41,490
    Nontaxable benefits
    $28,769
    Filer's total
    $523,625

  • KELVIN DINKINS JR

    EX OFFICIO TRUSTEE; EXECUTIVE DIRECTOR

    Total calculated
    $361,201
    From this org
    $306,649
    From related orgs
    $0
    Other
    $54,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,371
    Bonus
    $0
    Other
    $278
    Deferred
    $23,944
    Nontaxable benefits
    $30,608
    Filer's total
    $361,201

  • LORI GROSS

    TRUSTEE;ASSOCIATE PROVOST, ARTS AND CULTURE AT HAR

    Total calculated
    $343,516
    From this org
    $0
    From related orgs
    $279,014
    Other
    $64,502
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,151 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $8,863 related
    Deferred
    $0 + $35,440 related
    Nontaxable benefits
    $0 + $29,062 related
    Filer's total
    $0 + $343,516 related

  • ANDY ORY

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • BOB MURCHISON

    DEPUTY CHAIR

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL FEINSTEIN

    INTERIM TREASURER

    Total calculated
    $0
    Hours/week
    5

  • AMANDA BROWN CHANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • THABITI BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DENISE CASPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DAVID GOEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • TIM HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MYRAN PARKER-BRASS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • TOM MCGRATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BINA THOMPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • PAUL BUTTENWIESER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BETHANY M ALLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ANN GUND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ANNA DEAVERE SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • IRV PLOTKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MIKE SHEEHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • FAY SHUTZER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SARASINA TUCHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SID YOG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DALE CENDALI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MARK DIKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SHARLYN MUSSELWHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JERRY JORDAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SERENA LESE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JENNY MCAULIFFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DAN NOVA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ELIZABETH WINDRAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • THOMAS N O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SUSANNE DANIELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • PAMELA HURST-DELLA PIETRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SEAN KELLY

    TRUSTEE;DEAN OF ARTS AND HUMANITIES

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • AUDREY WANG

    CLERK,EXOFFICIO TRUSTEE (NONVOTING)

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • ANNA FITZLOFF

    MANAGING DIRECTOR AT ART

    Total calculated
    $273,313
    From this org
    $221,876
    From related orgs
    $0
    Other
    $51,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,415
    Bonus
    $0
    Other
    $3,461
    Deferred
    $26,237
    Nontaxable benefits
    $25,200
    Filer's total
    $273,313

  • PETER J ATKINSON

    DIR. OF CAPITAL PROJECTS AT ART

    Total calculated
    $186,456
    From this org
    $159,666
    From related orgs
    $0
    Other
    $26,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,503
    Bonus
    $0
    Other
    $163
    Deferred
    $16,508
    Nontaxable benefits
    $10,282
    Filer's total
    $186,456

  • MARK LUNSFORD

    ARTISTIC PRODUCER AT ART

    Total calculated
    $177,607
    From this org
    $160,371
    From related orgs
    $0
    Other
    $17,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,995
    Bonus
    $0
    Other
    $11,376
    Deferred
    $7,593
    Nontaxable benefits
    $9,643
    Filer's total
    $177,607

  • JENNIFER S WEISSMAN

    DIR. OF MKTG. AND COMMUNICATIONS AT ART

    Total calculated
    $173,092
    From this org
    $129,766
    From related orgs
    $0
    Other
    $43,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,658
    Bonus
    $0
    Other
    $108
    Deferred
    $14,202
    Nontaxable benefits
    $29,124
    Filer's total
    $173,092

  • RYAN S MCKITTRICK

    DIR. OF ARTISTIC PROG./DRAMATURG; LECTURER ON THEA

    Total calculated
    $172,590
    From this org
    $133,417
    From related orgs
    $0
    Other
    $39,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,897
    Bonus
    $0
    Other
    $9,520
    Deferred
    $13,251
    Nontaxable benefits
    $25,922
    Filer's total
    $172,590

  • DAYRON J MILES

    ASSOC. ARTISTIC DIRECTOR AT ART

    Total calculated
    $169,913
    From this org
    $147,122
    From related orgs
    $0
    Other
    $22,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,174
    Bonus
    $0
    Other
    $5,948
    Deferred
    $7,484
    Nontaxable benefits
    $15,307
    Filer's total
    $169,913

  • KRYSTIN K MATSUMOTO

    DIR. OF PRODUCTION AT ART

    Total calculated
    $142,638
    From this org
    $128,796
    From related orgs
    $0
    Other
    $13,842
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
ALL INDIVIDUALS LISTED ON SCHEDULE J ARE EMPLOYEES OF HARVARD UNIVERSITY. HOWEVER, ONLY DIANE PAULUS, ANNA FITZLOFF, KELVIN DINKINS, JR., RYAN MCKITTRICK, PETER ATKINSON, JENNIFER WEISSMAN, MARK LUNSFORD, AND DAYRON MILES WERE COMPENSATED IN THEIR CAPACITY AS OFFICERS/DIRECTORS, KEY EMPLOYEES, AND/OR EMPLOYEES OF A.R.T.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349310167

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