2026-02-05T08:45:56-06:00 2025-06-30 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-07-01 136216921 UNITED STATES INSTITUTE FOR THEATRE TECHNOLOGY INC UNIT 3154636463 225 GREENFIELD PARKWAY 205 LIVERPOOL NY 13088 LAURA LEE EVERETT EXECUTIVE DIRECTOR 8009387488 2026-01-17 1 1 DESIREE M BENNETT P01263666 3154463600 2026-02-04 2024 2025-03-06 01:10:19Z X LAURA LEE EVERETT 225 GREENFIELD PARKWAY 205 LIVERPOOL NY 13088 5472568 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. 16 16 15 300 34776 0 286651 992451 2693104 3314076 112487 117252 250 85040 3092492 4508819 31650 59552 0 0 1369467 1507609 0 0 177455 2107735 2525378 3508852 4092539 -416360 416280 4444081 4716411 1556906 1212743 2887175 3503668 X TO ACTIVELY CONNECT PERFORMING ARTS DESIGN AND TECHNOLOGY COMMUNITIES TO ENSURE A VIBRANT DIALOG AMONG PRACTITIONERS, EDUCATORS, AND STUDENTS. 0 0 400204 33764 26300 EDUCATION AND TRAINING:AS A PART OF THE 2025 CONFERENCE, THE EDUCATION & TRAINING DEPARTMENT OFFERED MEMBERS AND GUESTS OVER 400 PRESENTATIONS, DEMONSTRATIONS, WORKSHOPS, AND CELEBRATIONS OF WORK BY SOME OF THE TOP ARTISTS IN THE INDUSTRY, INCLUDING GUEST ARTIST AND FASHION DESIGNER, MR. BOB MACKIE. SEMINARS AND HANDS-ON TRAINING CONTINUED THROUGHOUT THE YEAR AND WERE OFFERED IN DESIGN, TECHNOLOGY, MANAGEMENT, AND SAFETY. USITT CONTINUES TO OFFER 5 - 7 PROFESSIONAL DEVELOPMENT OPPORTUNITIES NATIONALLY, INCLUDING PUERTO RICO, OUTSIDE CONFERENCE WEEK ANNUALLY. 1038427 543587 ENGAGEMENT AND MARKETING:USITT HAS CONTINUED ITS STRONG POST-PANDEMIC PUSH TO REENGAGE MEMBERS, FINISHING THE YEAR AT NEAR RECORD NUMBERS OF MEMBERS, INCLUDING THE MOST STUDENT MEMBERS IN THE ORGANIZATION'S HISTORY. THIS WAS THE FIRST FULL YEAR OF AN ALTERED MEMBERSHIP STRUCTURE, WITH ALL MEMBERS EXPIRING AT THE SAME TIME. THAT HAS PROVEN TO BE AN EASIER METHOD FOR BOTH MEMBERS AND STAFF. APPROXIMATELY 90% OF PAID ATTENDEES AT USITT25 IN COLUMBUS WERE ASSOCIATION MEMBERS AND MORE THAN 1,000 MEMBERSHIPS WERE PURCHASED WITH CONFERENCE REGISTRATION. 1550795 2515220 CONFERENCE AND STAGE EXPO:THE STAGE EXPO FEATURED 303 EXHIBITORS AND 30 SPONSORS AND EXPERIENCED INCREASED ACTIVITY DRIVEN BY HIGHER ATTENDANCE. THE EXPO FLOOR WAS INTENTIONALLY DESIGNED TO ENCOURAGE ENGAGEMENT, RESULTING IN STRONG INTERACTION AND NETWORKING AMONG ATTENDEES, EXHIBITORS, AND SPONSORS THROUGHOUT THE EVENT. THE EXPO INCORPORATED MISSION-DRIVEN PROGRAMMING, INCLUDING A FIRST-EVER MEMBERSHIP LOUNGE THAT CONNECTED MEMBERS WITH THE USITT BOARD OF DIRECTORS AND ORGANIZATIONAL RESOURCES. EXHIBITOR-LED EDUCATION SESSIONS AND IMMERSIVE EXPERIENCES, INCLUDING A COMMUNITY BLOOD DRIVE AND A LOCAL ACTIVATION IN PARTNERSHIP WITH COSI, ENHANCED LEARNING AND ENGAGEMENT. WORKFORCE DEVELOPMENT AND INCLUSION WERE SUPPORTED THROUGH THE USITT PATHWAYS PROGRAM, WHICH PROVIDES MENTORSHIP, INDUSTRY ACCESS, AND PROFESSIONAL SUPPORT FOR UNDERREPRESENTED VOICES IN LIVE ENTERTAINMENT. 120363 25788 279233 120363 25788 279233 3109789 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 63 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 225 GREENFIELD PARKWAY SUITE 205 LIVERPOOL NY 13088 TAMMY HONESTY TREASURER 0.00 X X 0 0 0 JIM STREETER DIRECTOR 0.00 X 0 0 0 CARY GILLETT 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 DANA TAYLOR 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 ASHLEY BELLETT SECRETARY 0.00 X X 0 0 0 KASEY ALLEE-FOREMAN PRESIDENT 0.00 X X 0 0 0 TRISH HAUSMANN DIRECTOR 0.00 X 0 0 0 TARA HOUSTON DIRECTOR 0.00 X 0 0 0 JEFF BALDWIN DIRECTOR 0.00 X 0 0 0 PINKY ESTELL DIRECTOR 0.00 X 0 0 0 SHANE KELLY DIRECTOR 0.00 X 0 0 0 FORD SELLERS DIRECTOR 0.00 X 0 0 0 LAURA LEE EVERETT EXECUTIVE DIRECTOR 40.00 X 187452 0 22162 FRAN TAYLOR DIRECTOR OF FINANCE 40.00 X 111473 0 14456 MARK BLACKMON DIRECTOR OF ENGAGEMENT 40.00 X 100760 0 14684 JYOTI HARRIS DIRECTOR OF SALES & EVENTS 40.00 X 132130 0 8265 531815 0 59567 4 0 1 0 0 X 992451 992451 CONFERENCE INCOME 900099 2515220 2515220 MEMBERSHIP DUES 900099 543587 543587 PUBLICATIONS AND ADVER 900099 118730 118730 TD & T 511120 110239 75463 34776 EDUCATION, TRAINING & 900099 26300 26300 3314076 116803 116803 964198 963749 449 449 449 INS. CLAIM PROCEEDS 900099 79045 79045 TERMINATION OF LEASE 900099 5995 5995 85040 4508819 3364340 34776 117252 59552 59552 335544 335544 936796 817697 59001 60098 28602 28012 590 113103 93839 12746 6518 93564 62993 25763 4808 1921 1921 20932 20932 91689 91689 72141 23677 48136 328 167394 91745 63083 12566 40531 34451 6080 163404 115554 44161 3689 1404719 1404719 16165 16165 4950 4950 21204 10757 10447 TD & T 115021 115021 PUBLICATION EXPENSE 108521 108521 PROGRAM EXPENSES 83242 83242 WORKING GROUP EXPENSES 36233 36233 177311 2771 91172 83368 4092539 3109789 805295 177455 365013 313893 35580 21500 526770 460414 75037 9107 169116 350010 534410 492952 42651 41458 3039100 3338714 190814 181315 4444081 4716411 135819 129570 300000 0 1121087 1083173 1556906 1212743 X -417599 250429 3304774 3253239 2887175 3503668 4444081 4716411 416280 200213 0 X X 0 1 X 1 0 X 168845 439087 195438 286651 992451 2082472 1179621 1998057 2897190 2693104 3314076 12082048 1348466 2437144 3092628 2979755 4306527 14164520 0 0 0 14164520 83557 108686 80622 107470 116803 497138 83557 108686 80622 107470 116803 497138 42298 64999 30187 26704 34776 198964 1474321 2610829 3203437 3113929 4458106 14860622 0.95320 0.92800 0.03350 0.04560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1122223 358493 14653 77995 1417374 1028701 7490 86032 1122223 932289 22891 83546 10025 1028701 1070648 6402 -129993 11218 3550 932289 896856 7287 181066 11000 3561 1070648 0.26468 0.25798 0.47733 1 0 32654 32654 0 462506 460298 2208 39250 39250 41458 CUSTOMER DEPOSITS & REGISTRATIONS 898432 OPERATING LEASE LIABILITIES 184741 1083173 X 4709032 200213 200213 4508819 0 4508819 4092539 0 4092539 0 4092539 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, 2025 AND 2024. 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, 2022 THROUGH JUNE 30, 2025. 1 AWARD- NEW CENTURY - YDMT & STUDENTSSTUDENT ENGAGEMENT GRANT 18 600 AWARDS - PUBLICATION 3 3500 AWARDS - RIGGING SAFETY 2 3600 AWARDS - SCHOLARSHIPS - T JEFFERSON FUND 37 17250 AWARDS - STAGE MANAGEMENT MENTORSHIP PROGRAM 1 1500 GRANTS - INTERNATIONAL TRAVEL 4 20788 PART I, LINE 12 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 LAURA LEE EVERETT EXECUTIVE DIRECTOR 187452 0 0 0 0 0 9368 0 12794 0 209614 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 VIII, LINES 11A AND 11B: DURING FEBRUARY 2025, USITT EXPERIENCED AN OFFICE FIRE WHICH RESULTED IN VARIOUS DAMAGES TO PROPERTY, PLANT AND EQUIPMENT AND INVENTORY. AN INSURANCE CLAIM WAS FILED FOR THE INCIDENT AND USITT RECEIVED $79,045 WHICH WAS RECORDED IN ACCOUNTS RECEIVABLE AT JUNE 30, 2025 AND SUBSEQUENTLY COLLECTED IN JULY 2025. EXPENSES RELATED TO THE FIRE APPROXIMATED $123,000. DUE TO THE FIRE, THE PREMISES WAS UNTENANTABLE AND COULD NOT BE ACCESSED OR OCCUPIED, THEREFORE THE LEASE WAS TERMINATED RESULTING IN A REFUND OF $5,995. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.