Form 990 for tax year 2023

Filed by ROUNDABOUT THEATRE COMPANY INC.

Totals

Total revenue: $83,183,646
Total expenses: $65,787,057
Contributions and grants received: $38,725,461
Grants paid: $0
Program service revenue: $40,485,751
Investment income: $3,861,229
Other revenue: $111,205
Total assets, end of year: $195,462,815
Total liabilities, end of year: $56,603,096
Net assets or fund balances, end of year: $138,859,719
Program services expenses (Part IX): $56,007,334
Management and general expenses: $5,074,503
Fundraising expenses: $4,705,220
Program service expenses (Part III): $56,007,334

Program services were 85.1% 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

$3,865,813
1e · Government grants (contributions)

$1,088,603
1f · All other contributions, gifts and grants

$33,771,045
1g · Noncash contributions included above

$1,677,091
2a · Program service revenue: RENTAL INCOME

total $17,083,179 · related or exempt $17,083,179
2b · Program service revenue: ADMISSIONS AND SUBSCRIPTIONS

total $16,553,923 · related or exempt $16,553,923
2c · Program service revenue: TICKET HANDLING FEES

total $3,046,908 · related or exempt $3,046,908
2d · Program service revenue: CONCESSION AND MERCHANDISE INCOME

total $1,433,633 · related or exempt $1,433,633
2e · Program service revenue: FACILITY FEES

total $1,232,270 · related or exempt $1,232,270
2f · All other program service revenue

total $1,135,838 · related or exempt $1,135,838
3 · Investment income

total $1,982,823 · excluded $1,982,823
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $111,205 · excluded $111,205
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0
7a · Gross sales of assets other than inventory

securities $14,935,436
7b · Less cost or other basis and sales expenses

securities $13,057,030
7c · Gain or loss

securities $1,878,406
7d · Net gain or loss

total $1,878,406 · excluded $1,878,406
8a · Fundraising events: gross income

$1,305,057
8a · Fundraising events: contributions included on line 1c

$3,865,813
8b · Fundraising events: direct expenses

$1,305,057
8c · Net income from fundraising events

total $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $0
3 · Grants to foreign organizations and individuals

total $0
4 · Benefits paid to or for members

total $0
5 · Compensation of officers, directors and key employees

total $2,911,444 · program services $1,823,769 · management and general $896,599 · fundraising $191,076
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $25,470,480 · program services $21,941,516 · management and general $1,321,645 · fundraising $2,207,319
8 · Pension plan contributions

total $2,141,387 · program services $1,967,027 · management and general $82,129 · fundraising $92,231
9 · Other employee benefits

total $4,351,593 · program services $3,719,369 · management and general $261,565 · fundraising $370,659
10 · Payroll taxes

total $2,342,855 · program services $1,974,566 · management and general $163,044 · fundraising $205,245
11a · Fees: management

total $0
11b · Fees: legal

total $48,526 · program services $19,410 · management and general $29,116
11c · Fees: accounting

total $120,015 · management and general $120,015
11d · Fees: lobbying

total $98,785 · management and general $74,050 · fundraising $24,735
11e · Fees: professional fundraising services

total $216,295 · fundraising $216,295
11f · Fees: investment management

total $177,194 · management and general $177,194
11g · Fees: other

total $1,696,984 · program services $972,471 · management and general $323,580 · fundraising $400,933
12 · Advertising and promotion

total $7,402,364 · program services $7,395,496 · fundraising $6,868
13 · Office expenses

total $622,348 · program services $403,591 · management and general $63,769 · fundraising $154,988
14 · Information technology

total $0
15 · Royalties

total $806,389 · program services $806,389
16 · Occupancy

total $6,327,966 · program services $5,710,512 · management and general $508,164 · fundraising $109,290
17 · Travel

total $481,307 · program services $445,453 · management and general $12,086 · fundraising $23,768
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $0
20 · Interest

total $189,173 · management and general $189,173
21 · Payments to affiliates

total $0
22 · Depreciation, depletion and amortization

total $4,620,229 · program services $4,184,182 · management and general $358,866 · fundraising $77,181
23 · Insurance

total $1,111,946 · program services $699,822 · management and general $352,366 · fundraising $59,758
24a · Other expenses: PRODUCTION COSTS

total $3,138,103 · program services $3,138,103
24b · Other expenses: SPECIAL SERIES & EVENTS

total $420,854 · program services $250,431 · management and general $19,211 · fundraising $151,212
24c · Other expenses: TRAINING & RECRUITMENT

total $183,220 · program services $130,661 · management and general $22,040 · fundraising $30,519
24d · Other expenses: PRINTING & PUBLICATION

total $141,467 · program services $135,158 · fundraising $6,309
24e · All other expenses

total $766,133 · program services $289,408 · management and general $99,891 · fundraising $376,834

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $6,830,104 · end of year $6,253,680
2 · Savings and temporary cash investments

beginning of year $4,963,383 · end of year $2,877,658
3 · Pledges and grants receivable

beginning of year $11,660,590 · end of year $29,985,310
4 · Accounts receivable

beginning of year $2,457,588 · end of year $2,803,233
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $1,618,342 · end of year $1,996,355
10a · Land, buildings and equipment: cost or other basis

$122,194,943
10b · Land, buildings and equipment: accumulated depreciation

$71,331,445
10c · Land, buildings and equipment, net

beginning of year $50,471,243 · end of year $50,863,498
11 · Investments: publicly traded securities

beginning of year $62,734,655 · end of year $72,500,845
12 · Investments: other securities

beginning of year $1,236,351 · end of year $1,115,080
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $30,502,399 · end of year $27,067,156
17 · Accounts payable and accrued expenses

beginning of year $4,058,336 · end of year $6,618,706
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $9,347,851 · end of year $7,967,804
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $13,564,756 · end of year $13,564,756
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $31,243,655 · end of year $28,451,830
27 · Net assets without donor restrictions

beginning of year $101,212,301 · end of year $105,983,274
28 · Net assets with donor restrictions

beginning of year $13,047,756 · end of year $32,876,445

Mission and programs · 2023

Mission

OUR MISSION - Roundabout celebrates the power of theatre by spotlighting classics from the past, cultivating new works of the present and educating minds for the future. OUR WORK - We produce familiar and lesser-known plays and musicals with the ability to take artistic risk as only a not-for-profit can. We discover talented playwrights and provide them long-term artistic support to contribute to the future of the theatrical canon. We reduce the barriers-financial, physical and cultural-that can inhibit theatergoing. We collaborate with a diverse team of artists to identify programming for consideration. We curate theatrical experiences that stimulate and engage the broader community. We build transformational education experiences that enhance teacher practice, deepen student learning, and ignite the futures of young people through career training and placement. We capture and archive over five decades of production history as an open resource for artists, scholars, and our community.

Activities or mission (Part I)

ROUNDABOUT THEATRE COMPANY CELEBRATES THE POWER OF THEATRE BY SPOTLIGHTING CLASSICS FROM THE PAST,CULTIVATING NEW WORKS OF THE PRESENT AND EDUCATING MINDS FOR THE FUTURE.

THEATRICAL PRODUCTIONS: During the 2023-24 season, Roundabout produced six full-scale productions on one of our Broadway stages (the Todd Haimes [formerly American Airlines] Theatre, Studio 54, Stephen Sondheim Theatre), Off-Broadway stage (the Laura Pels Theatre at the Harold and Miriam Steinberg Center for Theatre), and Off-Off-Broadway stage (the Black Box Theatre at the Harold and Miriam Steinberg Center for Theatre). Our productions and programs reached approximately 500,000 audience and community members, including 6,954 subscribers and 21,152 students, teachers, and community partners. Our production calendar is still not at pre-pandemic levels of programming. Roundabout has been an industry leader in developing and expanding theatre audiences, creating, and implementing outreach and theatre appreciation programs targeted to new audiences. The following are Roundabout's programs and outreach initiatives, through which Roundabout remains committed to a full complement of programs that reduce the barriers-financial, physical and cultural-that can inhibit theatergoing: . Roundabout is committed to serving the broadest possible audience with innovative and large-scale programs that are in step with community needs. Roundabout serves the community by providing affordable tickets to world-class theatre-subscribers pay less than half the single ticket price, with further discounts available to groups such as the deaf and hard of hearing, teachers, families, young adults, veterans, and audience represented in Affinity Programs. . Through Access Roundabout we make theatre accessible for lower income audience members. During the 2023-2024 season, we made available 29,052 dramatically discounted tickets. This included 13,303 "Pay What You Wish" tickets; 8,407 $30 tickets to any performance of any production for Hiptix members aged 18-40; 34 half-priced student rush tickets; and 7,308 $30-$40 general rush tickets. . Our offerings are designed to create access for a wide spectrum of people with disabilities. We strive to carry this philosophy through to all our touchpoints and the theatre industry at large. In our 2023-2024 season Roundabout offered sign interpreted performances through our continued partnership with Hands On, on-demand closed captioning and audio description, captioning for our digital offerings, and our innovative relaxed performances now in it's 7th season of programming. . As a not-for-profit theatre, Roundabout is also committed to going beyond just producing great plays to informing and educating audiences about a play's writer, its themes, and its historical context. Roundabout held 44 informative in-person pre- and post-show discussions and created 75 online audience resources (Theatre Talk videos and Upstage articles) throughout the 2023-2024 season. Our Upstage Playgoer's Guides, a production-specific educational and dramaturgical digital tool designed to enhance the theatergoing experience, received a total of over 7,500 views.

Expenses $49,532,561 · Revenue $40,241,759
Withheld by Nonprofiteer: this text may name a private individual.

Expenses $683,882
EDUCATION: During the 2023-2024 season, Education at Roundabout impacted over 30,000 people. Roundabout Partner Schools are NYC-based and represent all five boroughs. Roundabout's education programs use the stimulating power of the arts to inspire and engage through three core program areas, Teaching and Learning, Career Training, and Community Partnerships. Education at Roundabout's season featured a robust slate of programs, primarily focused on expanding our in-person learning and programming. We facilitated in-school classroom residencies, school-wide partnerships, and professional development workshops for teachers. We continued to host our free after-school program, Roundabout Youth Ensemble, while welcoming a new cohort in our technical theatre skills training program, the Theatrical Workforce Development Program (TWDP). Additionally, we grew and further defined our Community Partnership programming with the New York Public Library. Below is an overview of the programs: TEACHING AND LEARNING . Professional Development at Roundabout offers a variety of workshops to enhance each educator's ability to use theatre as an effective teaching tool in the classroom. These workshops are offered throughout the year to teachers, schools, and at DOE city-wide events. Teaching Artists and Staff also facilitate workshops at local and national conferences. Workshops are often customized to meet different learning objectives. [FY24 Impact: 1218 educators] . Roundabout Youth Ensemble is our student-run theatre company where public high school students take responsibility for their learning by making all the artistic, technical, and administrative decisions for each production. Throughout the school year the Manhattan borough company met in-person at Roundabout's rehearsal studios in Midtown. Two borough companies continued meeting in Brooklyn and Staten Island through Roundabout's partnerships with James Madison High School and Port Richmond High School, respectively. In the summer of 2024, the ensembles transitioned to work at Roundabout's Steinberg Center for Theatre to rehearse its original play which was performed in the Roundabout Blackbox to live audiences in August. [FY24 Impact: 65 students; 19 schools] . School Partnerships are at the core of our work, serving middle and high schools with limited access to the arts. The vehicles for learning in School Partnerships are intensive residencies that are thoughtfully developed and tailored to meet the goals of individual schools. The residencies provide in-depth programs that connect the process of theatre production to the school curriculum. Residencies can range from 8-12 Teaching Artist visits in a single classroom to year-long partnerships that take place in several classrooms or grade levels within the school. Specialized Teaching Artists work with educators to determine residency goals and success measurement tools to ensure that residencies fulfill targeted education needs. Throughout the year, Roundabout worked with schools to center student voice and empower students in making their own artistic decisions. [FY24 Impact: 3217 students in 248 residences in classrooms and afterschool] CAREER TRAINING . Career Development at Roundabout offers a wide range of hands-on learning and engagement opportunities for pre-professionals interested in theatre administration or related careers. In the 2023-2024 season, Roundabout invited Alumni of our Internship and Apprenticeship programs to a night of connection and networking at our Blackbox Theatre, followed by attendance at our production of Yellow Face. The Education department also hosted a high school intern during the summer through the Bloomberg Arts Internship program, in which the intern gained hands on-experience in supporting the day-to-day operations of a theatre administration office. Roundabout participates in managing the How To Stand Out workshop series in collaboration with other theatre institutions in New York City, providing professional development and guidance to early career arts administration professionals or those looking to pivot to an arts administration career. [FY24 Impact: 114 participants and alumni] . Hidden Career Path Days returned to in person programming this year at the Todd Haimes [formerly American Airlines] Theatre. These school day field trips, hosted in partnership with the IATSE (International Alliance of Theatrical Stage Employees) labor union, feature the careers of theatrical technicians through hands-on demonstrations that enhance students' knowledge and highlight possible pathways to backstage careers. Students were also able to tour the backstage of various arts and entertainment venues in New York City, including the Steinberg Center, Sondheim Theatre on Broadway, Carnegie Hall, Rockefeller Center, and City Center. [FY24 Impact: 186 students/pre-professionals] . Theatrical Workforce Development In the fall of 2016, alongside labor union partner the International Alliance of Theatrical Stage Employees, Roundabout launched the Theatrical Workforce Development Program, which connects young adults to careers in technical theatre. This three-year program trains and places young New Yorkers into paid professional positions. The program is intended to: break down the barriers that prevent young adults from gaining economic stability, bring fresh new voices into a field of high-quality, skill-based jobs in a growing economic sector; and to educate and encourage a new generation of passionate theatre professionals. In 2023-24, the program welcomed a new cohort of Fellows, with all Fellows completing the training year and advancing to jobs and internships in NYC and across the country. [FY24 Impact: 20 Fellows and 46 Alumni served; 240 young adults engaged in recruitment/skill building workshops] COMMUNITY PARTNERSHIPS AND AUDIENCE ENGAGEMENT . Theatre Plus programs enhance the theatre-going experience for thousands of subscribers and patrons by helping them learn more about the history of the production and its creators. During the 2023-24 season Roundabout's streaming Theatre Talks provided dramaturgical discussions and historical information to over 13171 online viewers. Our in-person post-show engagement events gave time for audience reflection and opportunities to hear directly from the cast and creative teams. [FY24 Impact: 5,875 in-person patrons] . UPSTAGE Guides provide audiences and students with digital access to artist interviews, thematic and dramaturgical essays, designer statements, and research materials related to Roundabout's productions. [FY24 Impact: 7,536 unique online views] . Community Conversations are post show events that aim to deepen audience members' experience with the play and to one another. The format is intended to create space for audience members to share their experience, building a sense of mutual understanding, and therefore, a stronger Roundabout community. [FY24 Impact: 165 patrons] . Community Residencies through New York Public Library and NYC Parks GreenThumb. Within New York Public Library in facilities at 4 NYC neighborhoods were home to Roundabout Artist-in-Residence workshops facilitated by Roundabout Teaching Artists. NYPL Libraries in Harlem (Manhattan), St. George (Staten Island), Grand Concourse (the Bronx) and Clason's Point (the Bronx) and with GreenThumb at 3 community garden locations in East New York, Brooklyn. These free artist-led workshops are for community members to learn theatre skills, including acting, playwriting, sound design, and ensemble building. Workshop participants, as well as any of the library patrons within the community, were able to participate in the program's free ticket voucher offer and attend Roundabout shows. [FY24 Impact: 261 + patrons]

Expenses $5,341,671 · Revenue $243,992
ROUNDABOUT ARCHIVES:
Roundabout's archive captures and
preserves the artistic and
institutional output of the company
and provides access to staff
and artistic collaborators.

Expenses $449,220

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Todd Haimes

ART DIR/CEO, THRU 4/23

Total calculated

$1,363,278

From this org

$1,323,871

From related orgs

$0

Other

$39,407

Hours/week

0

Schedule J breakdown matched by us

Base

$258,871

Bonus

$1,065,000

Other

$0

Deferred

$24,568

Nontaxable benefits

$14,839

Filer's total

$1,363,278
Sydney A Beers

Executive Producer

Total calculated

$767,823

From this org

$708,464

From related orgs

$0

Other

$59,359

Hours/week

40

Schedule J breakdown matched by us

Base

$375,131

Bonus

$333,333

Other

$0

Deferred

$41,676

Nontaxable benefits

$17,683

Filer's total

$767,823
Christopher Nave

CHIEF ADVANCEMENT OFFICER

Total calculated

$734,136

From this org

$708,046

From related orgs

$0

Other

$26,090

Hours/week

40

Schedule J breakdown matched by us

Base

$374,713

Bonus

$333,333

Other

$0

Deferred

$8,832

Nontaxable benefits

$17,258

Filer's total

$734,136
Scott EllisSCOTT ELLIS

INTERIM ARTISTIC DIRECTOR

Total calculated

$464,817

From this org

$450,920

From related orgs

$0

Other

$13,897

Hours/week

40

Schedule J breakdown matched by us

Base

$450,920

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$13,897

Filer's total

$464,817
Andrew O ForsteANDREW O FORSTE

STAGE CREW

Total calculated

$394,155

From this org

$277,575

From related orgs

$0

Other

$116,580

Hours/week

40

Schedule J breakdown matched by us

Base

$277,575

Bonus

$0

Other

$0

Deferred

$67,286

Nontaxable benefits

$49,294

Filer's total

$394,155
Steve BeersSTEVE BEERS

STAGE CREW

Total calculated

$332,112

From this org

$236,464

From related orgs

$0

Other

$95,648

Hours/week

40

Schedule J breakdown matched by us

Base

$236,464

Bonus

$0

Other

$0

Deferred

$56,688

Nontaxable benefits

$38,960

Filer's total

$332,112
John DimeglioJOHN DIMEGLIO

DIR. OF FINANCE, THRU 03/2024

Total calculated

$282,835

From this org

$251,279

From related orgs

$0

Other

$31,556

Hours/week

40

Schedule J breakdown matched by us

Base

$251,279

Bonus

$0

Other

$0

Deferred

$16,281

Nontaxable benefits

$15,275

Filer's total

$282,835
John WoodingJOHN WOODING

STAGE CREW

Total calculated

$281,453

From this org

$203,430

From related orgs

$0

Other

$78,023

Hours/week

40

Schedule J breakdown matched by us

Base

$203,430

Bonus

$0

Other

$0

Deferred

$46,673

Nontaxable benefits

$31,350

Filer's total

$281,453
Alan D KauffmanALAN D KAUFFMAN

DIR. OF TECHNOLOGY SERVICES

Total calculated

$252,811

From this org

$217,512

From related orgs

$0

Other

$35,299

Hours/week

40

Schedule J breakdown matched by us

Base

$217,512

Bonus

$0

Other

$0

Deferred

$7,201

Nontaxable benefits

$28,098

Filer's total

$252,811
Julia Levy

SENIOR ADVISOR

Total calculated

$223,483

From this org

$191,407

From related orgs

$0

Other

$32,076

Hours/week

40

Schedule J breakdown matched by us

Base

$191,407

Bonus

$0

Other

$0

Deferred

$14,385

Nontaxable benefits

$17,691

Filer's total

$223,483
Steven ShowalterSTEVEN SHOWALTER

Chief Administrative Officer

Total calculated

$203,778

From this org

$188,399

From related orgs

$0

Other

$15,379

Hours/week

40

Schedule J breakdown matched by us

Base

$188,399

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$15,379

Filer's total

$203,778
Katheryn Patterson Kempner

CHAIR

Total calculated

$0

Hours/week

2
Thomas E Tuft

FIRST VICE CHAIR

Total calculated

$0

Hours/week

2
Johannes Johs Worsoe

VICE CHAIR

Total calculated

$0

Hours/week

2
Lawrence Larry Kaplen

VICE CHAIR

Total calculated

$0

Hours/week

2
Stephanie Kramer

VICE CHAIR

Total calculated

$0

Hours/week

2
Sylvia Golden

SECRETARY

Total calculated

$0

Hours/week

2
Dr Taylor W Lawrence

TREASURER

Total calculated

$0

Hours/week

2
Alec Baldwin

director

Total calculated

$0

Hours/week

1
Jeff Barker

director, LEFT IN FY24

Total calculated

$0

Hours/week

1
Cynthia Lewis Beck

director

Total calculated

$0

Hours/week

1
Roxanne Bok

director

Total calculated

$0

Hours/week

1
Matthew Broderick

director

Total calculated

$0

Hours/week

1
Kevin Brown

director

Total calculated

$0

Hours/week

1
James J Burke Jr

director

Total calculated

$0

Hours/week

1
Karen Calby

director

Total calculated

$0

Hours/week

1
Michael T Cohen

director

Total calculated

$0

Hours/week

1
Colleen Cook

director

Total calculated

$0

Hours/week

1
Douglas Durst

director

Total calculated

$0

Hours/week

1
Samantha Rudin Earls

director

Total calculated

$0

Hours/week

1
Susan R Forst

director

Total calculated

$0

Hours/week

1
Adam Gwon

director

Total calculated

$0

Hours/week

1
Jeanne Hagerty

director

Total calculated

$0

Hours/week

1
Abby F Kohnstamm

director

Total calculated

$0

Hours/week

1
Carole S Krumland

director

Total calculated

$0

Hours/week

1
LaChanze

director

Total calculated

$0

Hours/week

1
Barry S Lafer

director

Total calculated

$0

Hours/week

1
Gess A LeBlanc

director

Total calculated

$0

Hours/week

1
Alan P Mark

director

Total calculated

$0

Hours/week

1
Iva Mills

director

Total calculated

$0

Hours/week

1
Ginger McKnight-Chavers

director

Total calculated

$0

Hours/week

1
Charles Randolph-Wright

director

Total calculated

$0

Hours/week

1
Marvin S Rosen

director

Total calculated

$0

Hours/week

1
Beryl Snyder

director

Total calculated

$0

Hours/week

1
Mary C Solomon

director

Total calculated

$0

Hours/week

1
Jennifer B Thomas

director

Total calculated

$0

Hours/week

1
Fran Turner

director

Total calculated

$0

Hours/week

1
Troy Vincent

director

Total calculated

$0

Hours/week

1
Cynthia C Wainwright

director

Total calculated

$0

Hours/week

1
Maxine Williams

director, LEFT IN FY24

Total calculated

$0

Hours/week

1
Vanessa Williams

director

Total calculated

$0

Hours/week

1
Dr Jason Wingard

director

Total calculated

$0

Hours/week

1

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 · Compensation committee
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
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)

COMPENSATION IN PART II COLUMN B AND C:: (2) AND (4) The Organization entered into a retention agreement with two executives under which, upon the completion of continuous service through May 2025, each executive will receive $1 million payable in equal installments starting in May 2023, with subsequent payments on the first and second anniversaries of the initial payment. If the executive is replaced or duties curtailed other than for "cause" before completing continuous service through May 2025, the executive would be due 100% of the accrued retention bonus not paid. The Organization made the initial payment of $333,333 to each executive under these agreements during the year ended August 31, 2023 (reflected in column (ii) on schedule J).

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.

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 corporations and trusts

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

Roundabout Theatre Company productions

c corp · THEATRICAL · NY · 100% owned · share of income $0 · share of assets $0 · controlled entity

Directly controlled by rtc

Provenance

Return type: form_990
Tax year: 2023
Filed: 12 May 2025
IRS schema version: 2023v6.0
Source object: 202531339349305958

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.