2024-02-08T20:27:44-06:00 2023-06-30 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2022-07-01 136216921 UNITED STATES INSTITUTE FOR THEATRE TECHNOLOGY INC UNIT 3154636463 290 ELWOOD DAVIS RD 100 LIVERPOOL NY 13088 LAURA LEE EVERETT EXECUTIVE DIRECTOR 8009387488 2024-01-29 1 LAURA LEE EVERETT 999009999 1 PATRICK CAPELLA P01359200 3154463600 2024-01-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA LEE EVERETT 290 ELWOOD DAVIS RD 100 LIVERPOOL NY 13088 3366667 0 X WWW.USITT.ORG X 1960 NY TO ACTIVELY CONNECT PERFORMING ARTS DESIGN AND TECHNOLOGY COMMUNITIES TO ENSURE A VIBRANT DIALOG AMONG PRACTITIONERS, EDUCATORS, AND STUDENTS. 25 25 12 300 30187 0 439087 195438 2063056 2897189 108686 60528 0 0 2610829 3153155 43843 70325 0 0 1082975 1026300 0 0 53898 1653120 2004494 2779938 3101119 -169109 52036 3780867 4408746 964867 1330830 2816000 3077916 X TO ACTIVELY CONNECT PERFORMING ARTS DESIGN AND TECHNOLOGY COMMUNITIES TO ENSURE A VIBRANT DIALOG AMONG PRACTITIONERS, EDUCATORS, AND STUDENTS. 0 0 300414 30373 AS PART OF THE 2023 ANNUAL CONFERENCE, THE EDUCATION & TRAINING PROGRAM OFFERED MEMBERS AND GUESTS MORE THAN 380 PRESENTATIONS, DEMONSTRATIONS, AND CELEBRATIONS OF WORK BY TOP ARTISTS IN THE FIELD. SEMINARS AND HANDS-ON-TRAININGS WERE PROVIDED IN THEATRE DESIGN, TECHNOLOGY, MANAGEMENT, AND SAFETY. USITT HAS SUCCESSFULLY RETURNED TO OFFERING 4-6 WORKSHOPS AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES REGULARLY OUTSIDE OF CONFERENCE WEEK AND NATIONWIDE, INCLUDING RIGGING AND SAFETY TRAININGS AND SYMPOSIA. 803010 280893 USITT ENDED THE FISCAL YEAR WITH MORE MEMBERS SINCE BEFORE THE PANDEMIC, UP APPROXIMATELY 500 OVER FY22. FY23 ALSO SAW THE MOST PROFESSIONAL (INDIVIDUAL MEMBER CATEGORY) AND THE MOST CONTRIBUTING (TOP ORGANIZATIONAL CATEGORY) MEMBERS IN THE ORGANIZATION'S HISTORY. APPROXIMATELY 85% OF PAID ATTENDEES AT USITT23 IN ST. LOUIS WERE ASSOCIATION MEMBERS AND 866 MEMBERSHIPS WERE PURCHASED WITH USITT23 REGISTRATION. 886758 2008037 THE MARKETING AND PROMOTION OF THE 2023 ANNUAL CONFERENCE & STAGE EXPO RESULTED IN THE REGISTRATION OF 4,790 PERSONS, INCLUDING A RECORD 1,772 FIRST TIME ATTENDEES. THE STAGE EXPO SHOWCASED THE WORLD OF LIVE ENTERTAINMENT DESIGN AND TECHNOLOGY WITH MORE THAN 284 EXHIBITORS OF THE LATEST PRODUCTS AND SERVICES FOR CREATING LIVE SHOWS. INCORPORATING INNOVATIVE RECRUITING STRATEGIES WAS A PRIMARY FOCUS OF OUR CONFERENCE IN 2023, REFLECTING THE KEY PRIORITIES OF OUR EXHIBITORS. WE INTRODUCED A NEW INITIATIVE THAT PROVIDED KIOSKS, ALLOWING ATTENDEES TO UPLOAD THEIR RESUMES USING A QR CODE. THIS ALLOWED EXHIBITORS TO ACCESS A POOL OF JOB SEEKERS, FOSTERING A SEAMLESS CONNECTION BETWEEN TALENT AND OPPORTUNITY. WE ALSO LEVERAGED THE CONFERENCE PLATFORM TO INTRODUCE A DYNAMIC NETWORKING TOOL - SMARTMATCH - EMPOWERING ATTENDEES AND EXHIBITORS TO CONNECT EASILY, INITIATE VALUABLE NETWORKING INTERACTIONS, SCHEDULE APPOINTMENTS, AND EVEN CONDUCT INTERVIEWS. THE INCORPORATION OF THESE TECHNOLOGIES NOT ONLY ENHANCED THE CONFERENCE EXPERIENCE BUT ALSO STRENGTHENED OUR COMMITMENT TO FACILITATING MEANINGFUL CONNECTIONS. 119717 70325 577886 ALL OTHER ACCOMPLISHMENTS GRANTS & AWARDS- GIVEN TO INDIVIDUALS TO BE USED FOR THE ENHANCEMENT AND PROMOTION OF THE THREATRE AND FINE ARTS. 119717 70325 577886 2109899 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY AL AR CA FL HI IL KS KY MD MA MI MN MS NH NJ NM NC ND OR PA RI SC TN UT VA WV WI X X X FRAN TAYLOR 3154636463 290 ELWOOD DRIVE RD SUITE 100 LIVERPOOL NY 13088 X CAROLYN SATTER PRESIDENT 0.00 X X 0 0 0 KIM SCOTT TREASURER 0.00 X X 0 0 0 ANNMARIE DUGGAN VP MEMBERS,SECTIONS & CHAPTERS 0.00 X X 0 0 0 JIM STREETER VP EXHIBITIONS 0.00 X X 0 0 0 AUTUM CASEY DIRECTOR 0.00 X 0 0 0 CARY GILLETT DIRECTOR 0.00 X 0 0 0 ANNA GLOVER DIRECTOR 0.00 X 0 0 0 TONY HARDIN DIRECTOR 0.00 X 0 0 0 JENNIFER JACOBS DIRECTOR 0.00 X 0 0 0 MARGARET MITCHELL DIRECTOR 0.00 X 0 0 0 KIMBERLY CORBETT OATES DIRECTOR 0.00 X 0 0 0 NICOLE QUEENAN DIRECTOR 0.00 X 0 0 0 DANA TAYLOR DIRECTOR 0.00 X 0 0 0 ANITA TRIPATHI DIRECTOR 0.00 X 0 0 0 YOLANDA WILLIAMS DIRECTOR 0.00 X 0 0 0 KIMB WILLIAMSON DIRECTOR 0.00 X 0 0 0 DEANNA FITZGERALD DIRECTOR 0.00 X 0 0 0 DEBRA KRAJEC DIRECTOR 0.00 X 0 0 0 ERIC ROUSE DIRECTOR 0.00 X 0 0 0 DEB SHERRER DIRECTOR 0.00 X 0 0 0 ASHLEY BELLET DIRECTOR 0.00 X 0 0 0 PAUL BRUNNER DIRECTOR 0.00 X 0 0 0 KASEY ALLEE-FOREMAN DIRECTOR 0.00 X 0 0 0 TRISH HAUSMANN DIRECTOR 0.00 X 0 0 0 TARA HOUSTON DIRECTOR 0.00 X 0 0 0 LAURA LEE EVERETT EXECUTIVE DIRECTOR 0.00 X 0 0 0 DAVID GRINDLE FORMER EXECUTIVE DIRECTOR 0.00 X 159240 0 4498 159240 0 4498 1 1 1 0 0 195438 195438 NATIONAL CONFERENCE IN 900099 2008037 2008037 MEMBERSHIP DUES 900099 577886 577886 PUBLICATIONS 900099 168225 168225 TD & T 513210 112668 82481 30187 EDUCATION, TRAINING & 900099 30373 30373 2897189 80622 80622 193418 213512 -20094 -20094 -20094 3153155 2867002 30187 60528 70325 70325 844261 481885 351730 10646 24499 14464 10035 95028 56625 37157 1246 62512 35019 26679 814 68065 68065 18750 18750 69644 69644 55269 55269 67357 54192 11848 1317 101246 38970 56049 6227 60247 54222 6025 183268 146865 35152 1251 942808 942808 13270 13270 20387 9004 11383 TD&T EXPENSE 124694 124694 PROGRAM EXPENSES 49392 49392 WORKING GROUP EXPENSES 39896 39896 PUBLICATION EXPENSE 30387 30387 159814 133442 26372 3101119 2109899 937322 53898 227143 143613 69430 128661 342640 83649 81352 82836 197348 540379 522503 26878 17876 3231700 3308691 0 247796 3780867 4408746 257434 207019 300000 300000 407433 823811 964867 1330830 X 123082 73547 2692918 3004369 2816000 3077916 3780867 4408746 52036 209880 0 X X 0 1 X 1 0 X 700355 273294 168845 439087 195438 1777019 3036172 697470 1179621 1998057 2897190 9808510 3736527 970764 1348466 2437144 3092628 11585529 0 0 0 11585529 161349 151297 83557 108686 80622 585511 161349 151297 83557 108686 80622 585511 124926 144283 42298 64999 30187 406693 4022802 1266344 1474321 2610829 3203437 12577733 0.92110 0.90810 0.04660 0.05000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887575 22891 83545 10025 983986 1022384 6402 -129993 887575 845031 7287 181066 1013384 793194 37035 14802 845031 660180 98646 34368 793194 0.37910 0.62090 1 0 540379 522503 17876 17876 OPERATING LEASE RIGHT-OF-USE ASSETS 247796 247796 OPERATING LEASE LIABILITIES 251487 CUSTOMER DEPOSITS & REGISTRATIONS 572324 823811 X 3363035 209880 209880 3153155 0 3153155 3101119 0 3101119 0 3101119 PART V, LINE 4: TO SUPPORT NEW INITIATIVES, ONGOING PROGRAMS, POSSIBLE EMERGENCIES, AND CERTAIN UNIQUE NEEDS. IN ADDITION, TO PROVIDE GRANTS AND AWARDS TO INDIVIDUALS TO FURTHER THEIR DEVELOPMENT WITHIN THE THREATRE INDUSTRY. PART X, LINE 2: USITT IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH THE EXCEPTION OF ITS NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. USITT SELLS ADVERTISING IN THEIR TRADE PUBLICATIONS, WHICH IS SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. HOWEVER, SINCE THIS UNRELATED ACTIVITY GENERATES A NET LOSS, USITT HAS NO INCOME TAX LIABILITY TO RECORD FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THUS, 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. THE TAX YEARS OPEN TO EXAMINATION BY TAXING AUTHORITIES ARE JUNE 30, 2020 THROUGH JUNE 30, 2023. 1 AWARDS -PUBLICATION-GREGGS AWARD 3 2100 AWARD- NEW CENTURY - YDMT & STUDENTS 1 1000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 1000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 1000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 500 AWARD- NEW CENTURY - YDMT & STUDENTS 1 2000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 2000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 1000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 2000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 1000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 2000 AWARD- NEW CENTURY - YDMT & STUDENTS 1 2000 KOOK - PURPOSE GRANTS RESEARCH 2 10025 SCRIPPS - INTERNATIONAL 11 16500 AWARDS-SCHOLARSHIPS 21 19000 AWARDS - RIGGING SAFETY 4 7200 PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE RECIPIENT SIGNS AN AGREEMENT WHEREBY THEY AGREE TO THE CONDITIONS OF THE GRANT/AWARD. THE RECIPIENT MUST SEND PROGRESS REPORTS AND A FINAL REPORT TO THE CHAIRMAN OF THE GRANTS AND FELLOWSHIPS COMMITTEE. X X X 0 0 0 0 0 0 0 0 0 DAVID GRINDLE FORMER EXECUTIVE DIRECTOR 159240 0 0 0 0 0 0 0 4498 0 163738 0 0 0 FORM 990, PART I, LINE 6: VOLUNTEERS CONSIST MAINLY OF THE BOARD OF DIRECTORS AND OTHER MEMBERS OF THE ORGANIZATION. THE ORGANIZATION RELIES ON A CORE OF 300 VOLUNTEERS TO EFFECTIVELY OPERATE. THEY ARE ACTIVELY INVOLVED WITH ACTIVITIES THAT PROMOTE THE ADVANCEMENT OF THE KNOWLEDGE AND SKILLS OF OTHER USITT'S MEMBERS AND TO FACILITATE COMMUNICATION AMONG OTHER INDIVIDUALS AND ORGANIZATIONS ENGAGED IN ALL ASPECTS OF DESIGN AND PRODUCTION IN THE PERFORMING ARTS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE MEMBERS OF USITT SHALL CONSIST OF PERSONS, CORPORATIONS, PARTNERSHIPS, AND UNINCORPORATED ASSOCIATIONS INTERESTED IN FURTHERING THE ARTS OF THEATRE PLANNING AND DESIGN, CONSTRUCTION, EQUIPMENT, AESTHETICS, PRESENTATION, OPERATION, AND TRAINING. THERE ARE EIGHT CLASSES OF MEMBERSHIP EACH WITH VOTING PRIVILEGE. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS OFFICERS WILL BE ELECTED BY THE MEMBERSHIP VIA U.S. MAIL OR ELECTRONIC BALLOT. THE TERM SERVED IS DEPENDENT ON THE POSITION HELD. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS ANY CHANGES TO THE CERTIFICATE OF CORPORATION MUST BE APPROVED BY THE MAJORITY OF MEMBERS. IN ADDITION, OFFICERS MUST BE ELECTED BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COPY OF THE FORM 990 IS SENT TO THE EXECUTIVE DIRECTOR, THE TREASURER, AND OTHER BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH DIRECTOR AND OFFICER OF USITT WILL BE REQUIRED ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED, READ, UNDERSTANDS, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION, PERIODIC REVIEWS WILL BE CONDUCTED BY USITT OFFICIALS TO ENSURE THAT TRANSACTIONS AND ARRANGEMENTS WITH INTERESTED DIRECTORS AND OFFICIALS CONFORM TO USITT'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION COMMITTEE EVALUATES THE PAST PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR AND RECOMMENDS TO THE BOARD OF DIRECTORS ANY CHANGES IN COMPENSATION, BENEFITS, AND/OR DUTIES AND RESPONSIBILITIES. FORM 990, SECTION B, LINE 15B- COMPENSATION PROCESS FOR OFFICERS THE EXECUTIVE DIRECTOR REVIEWS THE KEY EMPLOYEES' PERFORMANCE. THE EXECUTIVE DIRECTOR DETERMINES THE ANNUAL COMPENSATION BASED ON PERFORMANCE IN TANDEM WITH SALARY COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION CERTAIN GOVERNING DOCUMENTS ARE AVAILABLE ON THE INSTITUTE'S WEB SITE. ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.