Civic Intelligence

Jacob'S Pillow Dance Festival Inc

EIN 04-6002993 • 501(c)3 • Becket, MA

Profile

To support dance creation, presentation, education, and preservation, and to engage and deepen public appreciation and support for dance.

358 George Carter RoadBecket, MA 01223

www.jacobspillow.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.06x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.24x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$287,055

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$82,988,947

Up $6,600,072 (+8.6%) from 2023

Liabilities

Up

$4,656,304

Up $1,566,363 (+51%) from 2023

Net Assets

Up

$78,332,643

Up $5,033,709 (+6.9%) from 2023

Revenue

Down

$19,119,212

Down $2,512,084 (-12%) from 2023

Expenses

Up

$14,842,990

Up $2,160,908 (+17%) from 2023

Net Income

Down

$4,276,222

Down $4,672,992 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $18,347,487Liabilities 2010: $82,945Net Assets 2010: $18,264,5422010Assets 2011: $17,828,203Liabilities 2011: $88,076Net Assets 2011: $17,740,1272011Assets 2012: $18,962,893Liabilities 2012: $70,948Net Assets 2012: $18,891,9452012Assets 2013: $20,868,451Liabilities 2013: $355,291Net Assets 2013: $20,513,1602013Assets 2014: $21,987,039Liabilities 2014: $461,612Net Assets 2014: $21,525,4272014Assets 2015: $21,694,848Liabilities 2015: $452,129Net Assets 2015: $21,242,7192015Assets 2016: $28,105,780Liabilities 2016: $916,855Net Assets 2016: $27,188,9252016Assets 2017: $33,603,574Liabilities 2017: $3,026,698Net Assets 2017: $30,576,8762017Assets 2018: $32,253,425Liabilities 2018: $3,014,914Net Assets 2018: $29,238,5112018Assets 2019: $37,023,372Liabilities 2019: $401,223Net Assets 2019: $36,622,1492019Assets 2020: $41,117,765Liabilities 2020: $983,155Net Assets 2020: $40,134,6102020Assets 2021: $50,618,453Liabilities 2021: $2,385,889Net Assets 2021: $48,232,5642021Assets 2022: $63,745,502Liabilities 2022: $1,046,389Net Assets 2022: $62,699,1132022Assets 2023: $76,388,875Liabilities 2023: $3,089,941Net Assets 2023: $73,298,9342023Assets 2024: $82,988,947Liabilities 2024: $4,656,304Net Assets 2024: $78,332,6432024

Highlighted filing

2024

Assets$82,988,947
Liabilities$4,656,304
Net Assets$78,332,643

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $4,849,4052010Expenses 2011: $4,829,7922011Expenses 2012: $4,989,5052012Revenue 2013: $5,695,353Expenses 2013: $5,297,849Net Income 2013: $397,5042013Revenue 2014: $6,383,170Expenses 2014: $5,373,609Net Income 2014: $1,009,5612014Revenue 2015: $6,545,295Expenses 2015: $6,470,979Net Income 2015: $74,3162015Revenue 2016: $8,435,314Expenses 2016: $6,991,138Net Income 2016: $1,444,1762016Revenue 2017: $9,792,736Expenses 2017: $7,337,132Net Income 2017: $2,455,6042017Revenue 2018: $8,726,464Expenses 2018: $7,995,579Net Income 2018: $730,8852018Revenue 2019: $13,361,559Expenses 2019: $8,160,299Net Income 2019: $5,201,2602019Revenue 2020: $7,759,521Expenses 2020: $5,388,657Net Income 2020: $2,370,8642020Revenue 2021: $15,555,045Expenses 2021: $9,091,756Net Income 2021: $6,463,2892021Revenue 2022: $30,079,261Expenses 2022: $12,166,132Net Income 2022: $17,913,1292022Revenue 2023: $21,631,296Expenses 2023: $12,682,082Net Income 2023: $8,949,2142023Revenue 2024: $19,119,212Expenses 2024: $14,842,990Net Income 2024: $4,276,2222024

Highlighted filing

2024

Revenue$19,119,212
Expenses$14,842,990
Net Income$4,276,222

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.0$4.66$78.3$19.1$14.8$4.28
2023Detailed filing. Detailed filing data is available for this year.$76.4$3.09$73.3$21.6$12.7$8.95
2022Detailed filing. Detailed filing data is available for this year.$63.7$1.05$62.7$30.1$12.2$17.9
2021Detailed filing. Detailed filing data is available for this year.$50.6$2.39$48.2$15.6$9.09$6.46
2020Detailed filing. Detailed filing data is available for this year.$41.1$0.98$40.1$7.76$5.39$2.37
2019Detailed filing. Detailed filing data is available for this year.$37.0$0.40$36.6$13.4$8.16$5.20
2018Detailed filing. Detailed filing data is available for this year.$32.3$3.01$29.2$8.73$8.00$0.73
2017Detailed filing. Detailed filing data is available for this year.$33.6$3.03$30.6$9.79$7.34$2.46
2016Detailed filing. Detailed filing data is available for this year.$28.1$0.92$27.2$8.44$6.99$1.44
2015Detailed filing. Detailed filing data is available for this year.$21.7$0.45$21.2$6.55$6.47$0.07
2014Detailed filing. Detailed filing data is available for this year.$22.0$0.46$21.5$6.38$5.37$1.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.36$20.5$5.70$5.30$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.07$18.9$4.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.09$17.7$4.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.08$18.3$4.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$29,344,497
Mission and Program Overview

Mission

To support dance creation, presentation, education, and preservation, and to engage and deepen public appreciation and support for dance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$28,393,600$43,959,394▲ $15,565,794
Investments Other Securities$18,595,320$22,033,332▲ $3,438,012
Pledges and Grants Receivable$13,863,471$8,623,317▼ $5,240,154
Savings and Temporary Cash Investments$11,880,131$7,428,863▼ $4,451,268
Cash and Non-Interest-Bearing Accounts$3,316,618$363,171▼ $2,953,447
Accounts Receivable$41,035$305,550▲ $264,515
Prepaid Expenses and Deferred Charges$209,709$158,600▼ $51,109
Inventories for Sale or Use$88,991$116,720▲ $27,729
Total Assets$76,388,875$82,988,947▲ $6,600,072
Liabilities
Accounts Payable and Accrued Expenses$2,969,712$4,488,546▲ $1,518,834
Deferred Revenue$120,229$167,758▲ $47,529
Total Liabilities$3,089,941$4,656,304▲ $1,566,363
Net Assets / Fund Balance
Net Assets With Donor Restrictions$27,662,752$51,257,065▲ $23,594,313
Net Assets Without Donor Restrictions$45,636,182$27,075,578▼ $18,560,604
Total Net Assets Fund Balance$73,298,934$78,332,643▲ $5,033,709
Total Liabilities and Net Assets / Fund Balance$76,388,875$82,988,947▲ $6,600,072

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,048,212$9,017,466$30,065,678
Other Land Buildings$20,769,494$290,914$21,060,408
Equipment$1,276,655$1,415,109$2,691,764
Land$865,033-$865,033
Other Securities$22,033,332--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$16,804,340$2,568,960▲ $1,919,192-$20,520,000
2023$14,983,164$629,701▲ $1,916,702-$16,804,340
2022$17,693,172$520,000▼ $2,554,269-$14,983,164
2021$15,833,426$625,000▲ $1,872,858-$17,693,172
2020$14,544,058$445,000▲ $1,458,776-$15,833,426
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela TatgeCEO & Artistic DirectorFT$225,981$61,074$287,055
Anthony J PietrantoneDeputy DirectorFT$166,346$23,158$189,504
Lila R KannerChief Philanthropy OfficerFT$158,394$5,500$163,894
Jared V FineChief Marketing OfficerFT$122,079$32,518$154,597
Kim ChanAssociate Artistic DirectorFT$120,808$11,268$132,076
Norton OwenDirector PreservationFT$106,096$17,947$124,043
Ruth FrommerDirector of FinanceFT$105,033$17,720$122,753

Highest Paid Contractors

ContractorServicesLocationCompensation
Marvel ArchitectsArchitectural Services145 HUDSON STREET 3RD FLOOR, New York, NY 10013$696,886
Boston GourmetFood Service Operations1 INDEPENDENCE POINTE, Greenville, SC 39615$657,851
Liz Lerman LLCPerformer6424 E GREENWAY PKWY STE 100, Scottsdale, AZ 85254$214,527
Selby Artists Management LLCArtist Management262 WEST 38TH ST SUITE 1701, New York, NY 10018$204,169
Grand Pyramid LLCInsurance Broker100 OTTAWA AVE SW, Grand Rapids, MI 49503$148,186
Revenue and Support

Revenue Composition

Contributions and Grants
$14,756,534
Program Service Revenue
$3,320,470
Investment Income
$1,169,905
Other Revenue
$-127,697
All Other Contributions
$13,602,149
Change in Net Assets
$4,276,222

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$2,548,022Fair Market Value (FMV)
Food Inventory1$25,000Vendor Valuation
Other Non Cash Contri Table3$19,300Vendor Valuation
Total Noncash Contributions29$2,592,322-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,142,988
Revenue Not Reported on Financial Statements
$-23,777
Revenue Not Reported on Form 990
$1,448,612
Other Revenue Adjustments
$-66,102
Total Revenue per Audited Statements
$20,591,600
Total Revenue per Form 990
$19,119,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,341,012
Salaries, Compensation, and Employee Benefits$6,038,851
Total Fundraising Expense$1,526,284
Grants and Similar Amounts Paid$379,877
Professional Fundraising Fees$83,250

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,231,553$760,077$749,067$4,740,697
Fees for Services Other$3,740,824$110,273$74,450$3,925,547
Depreciation Depletion$884,725$97,282$97,282$1,079,289
Other Employee Benefits$493,431$158,633$161,405$813,469
Insurance$359,913$390,784-$750,697
Current Officers, Directors, Trustees, and Key Employees$294,019$69,155$68,153$431,327
Office Expenses$118,586$71,824$64,211$254,621
Travel$180,043$17,738$34,985$232,766
Grants to Domestic Orgs$222,027--$222,027
Occupancy$166,678$20,800$20,300$207,778
Advertising$178,381-$7,374$185,755
Grants to Domestic Individuals$157,850--$157,850
Information Technology$102,612$24,264$12,747$139,623
Fees for Services Professional Fundraising--$83,250$83,250
All Other Expenses$56,483$8,730$7,430$72,643
Fees for Services Accounting-$58,223-$58,223
Pension Plan Contributions$28,326$9,106$9,266$46,698
Fees for Service Investment Mgmnt Fees-$42,325-$42,325
Fees for Services Legal$28,222--$28,222
Payroll Taxes$4,040$1,299$1,321$6,660
Other Expenses$5,676$14,181$53,221$5,676
Total Functional Expenses$11,366,674$1,950,032$1,526,284$14,842,990

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,866,767
Total Expenses per Form 990$14,842,990
Expenses per Audited Statements$14,800,665
Expenses Not Reported on Form 990$66,102
Expenses Not Reported on Financial Statements$42,325
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Liz Lerman LLCScottsdale, AZ501c3RESEARCH PROJECT DOCUMENTING CHOREOGRAPHERS' LEGACIES$214,527
Ohketeau Cultural CenterNorthampton, MA501c3Culture Enrichment$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$467,268
Fundraising Gross Income$159,375
Professional Fundraising Fees$83,250

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Season Opening Gala$804,872$140,625$73,390$67,235
Nyc Event$120,918$18,750$29,927$-11,177
Total Events$925,790$159,375$467,268$-307,893
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is approved by the governance and audit committee of the board and circulated to trustees before filing.

Form 990, Part VI, Section B, Line 12C

The organization monitors and enforces compliance with the conflict of interest policy through written annual disclosure forms monitored by the chair of the board.

Form 990, Part VI, Section B, Line 15A

A compensation setting committee of members of the board of trustees, appointed by the chair of the board, obtains and documents at least three comparables. The decision on compensation is guided by the board's policy on this process.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
JACOB'S PILLOW DANCE FESTIVAL INC
EIN
04-6002993
Phone
4132439919
Address
358 GEORGE CARTER ROAD, BECKET, MA 01223

Signing Officer

Name
Pamela Tatge
Title
CEO
Phone
4132439919
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Tatge
Formed
1941
Legal Domicile
Ma
Voting Board Members
31
Independent Board Members
30
Employees
172
Volunteers
250

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Jolanta Tuck
Phone
9592007000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Performances: program service expenses 3,740,824. Management and general expenses 110,273. Fundraising expenses 74,450. Total expenses 3,925,547.

Financial Statement Notes

PART III, LINE 1A:

The organization's collection has not been capitalized or reported in the statements of financial position. Each of the items is cataloged, preserved and cared for. Costs of purchasing collection items are recognized as an expense in the year of acquisition; proceeds from sale and insurance recoveries are recognized as revenue in the year of sale or loss.

PART X, LINE 2:

The organization is exempt from federal and state corporation income taxes under the provisions of internal revenue code section 501(c)(3) and as such is not subject to federal or state income taxes. However, certain operations of the organization may qualify as unrelated business activities and to the extent that these activities generate income after expenses, such income will be subject to federal and state taxes. No tax was incurred for the years ended december 31, 2024 and 2023. Management has analyzed the tax positions taken by the organization and has concluded that as of december 31, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization's federal information returns prior to fiscal year 2021 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. If the organization has unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income tax provision and include accrued interest and penalties with the related tax liability in the statement of financial position.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold -71,777. Fundraising expenses 5,675.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 71,777. Fundraising expenses -5,675.

Raw XML AppendixShowing 400 of 1,016 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0PRESENTATION: THE 2024 FESTIVAL FEATURED 9-WEEKS OF PROGRAMMING IN THE HISTORIC TED SHAWN THEATRE AND ON THE OUTDOOR HENRY J. LEIR STAGE. WE WELCOMED OVER 87,750 SUMMER ATTENDEES AND AN INCREDIBLE ROSTER OF ARTISTS AND COMPANIES FROM ALL AROUND THE WORLD. THIS SEASON WE PRESENTED 37 DANCE COMPANIES, WERE JOINED BY OVER 7,300 LIVESTREAM VIEWERS ON OUR DIGITAL STAGE THROUGH JACOB'S PILLOW LIVE, BROUGHT 2 ON THE ROAD PERFORMANCES INTO BERKSHIRE COUNTY, PUT ON 12 PILLOW TALKS, INSTALLED 5 EXHIBITIONS, AND HOSTED TWO PARTIES AND ONE DANCE BATTLE. OVERALL, 504 DANCERS PERFORMED IN FESTIVAL 2024, AND OUT OF 105 TOTAL FESTIVAL PERFORMANCES, 21 WERE PILLOW DEBUTS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO & ARTISTIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt33CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR PRESERVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt35ASSOCIATE ARTISTIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt36DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01941

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