2023-12-15T12:36:43-06:00 2023-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-07-01 061625278 CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS CONN 6144691045 55 E STATE STREET COLUMBUS OH 43215 CHAD WHITTINGTON PRESIDENT & CEO 6144691045 2023-12-14 1 CHAD WHITTINGTON 999009999 1 KATHY M MOSELEY P00116760 6142211120 2023-12-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHAD WHITTINGTON 55 E STATE STREET COLUMBUS OH 43215 8972640 0 X WWW.SHUBERT.COM X 2001 CT SEE SCHEDULE O 34 32 283 141 0 0 5868026 1542472 3166725 4286828 22022 -346214 170971 169785 9227744 5652871 0 0 0 0 2506716 2756323 24975 0 236690 3434180 3968281 5965871 6724604 3261873 -1071733 17900822 17399323 653951 884049 17246871 16515274 X THE ASSOCIATION BRINGS THE WORLD TO OUR LEGENDARY STAGE, ENRICHES LIVES, AND CREATES COMMUNITY THROUGH OUR MISSION TO: (1) PRESERVE THE LEGACY OF THE HISTORIC SHUBERT THEATRE IN NEW HAVEN AS AN ICON OF THE AMERICAN THEATRE BY OPERATING AND EVOLVING OUR THEATRE AS A WORLD CLASS PERFORMING ARTS CENTER; (2) PRESENT INTERNATIONAL, NATIONAL AND LOCAL PROGRAMMING OF THE HIGHEST QUALITY, FEATURING RENOWNED ARTISTS FROM ALL CULTURES AND EMBRACING ALL GENRES OF THE PERFORMING ARTS AND THE DIVERSITY OF OUR LOCAL CULTURE AND COMMUNITY; (3) EDUCATE, INSPIRE, AND BUILD NEW AND DIVERSE AUDIENCES BY OFFERING EDUCATION AND OUTREACH PROGRAMS WHICH INTEGRATE THE ARTS INTO OUR COMMUNITY AND BY PROVIDING AFFORDABLE ACCESS TO LIVE PERFORMANCES AT OUR THEATRE; (4) STRENGTHEN OUR ARTS COMMUNITIES THROUGH ADVOCACY, PARTNERSHIP, COLLABORATION, AND MUTUAL SUPPORT; (5) INVIGORATE THE LOCAL ECONOMY THROUGH THE PROGRAMMING WE PRESENT, THE AUDIENCES WE ATTRACT, AND OUR SUPPORT OF THE BUSINESSES IN OUR COMMUNITY 0 0 2838510 0 1596748 THE ASSOCIATION OWNS AND OPERATES THE SHUBERT THEATRE. OPERATIONS INCLUDE FACILITATION OF RENTAL EVENTS AND MAINTENANCE AND UPKEEP OF THE THEATRE. OVER THE FISCAL YEAR, VARIOUS UPGRADES AND MAINTENANCE WAS PERFORMED ON THE THEATRE INCLUDING REPLACING ALL 1664 SEATS, REMODELING THE VIP SUITE, AND THE REPOINTING OF AGING BRICK ALONG THE FLY LOFT. THERE WERE 21 RENTAL EVENTS IN THE SHUBERT DURING THE FISCAL YEAR THAT SERVED OVER 14,500 PEOPLE WHICH INCLUDED THE TECH REHEARSAL FOR TWO BROADWAY TOURS, "SIX AND "A SOLDIER'S PLAY", AS WELL AS A VARIETY OF OTHER EVENTS AND SHOWS INCLUDING: "NEW HAVEN BALLET'S NUTCRACKER", "HITS! THE MUSICAL", AND A VARIETY OF COMMUNITY-BASED MEETINGS AND SEMINARS. 2741736 0 2545315 THE ASSOCIATION PRESENTS EXCEPTIONAL PERFORMERS FROM AROUND THE WORLD, EDUCATING AND ENTERTAINING THE PUBLIC THROUGH PRESENTATIONS THAT SPAN DIVERSE GENRES, INCLUDING THEATRE, MUSIC, COMEDY, DANCE, AND CHILDREN'S PROGRAMMING. THE SHUBERT THEATRE, IN FY23 WELCOMED OVER 50,000 PATRONS TO 30 EVENTS. PRESENTATIONS INCLUDED: "MY FAIR LADY", "BLUE MAN GROUP", "HIP HOP NUTCRACKER", "NATIONAL DANCE THEATRE OF JAMAICA", "BANFF FILM FESTIVAL", AND MORE. THE BROADWAY MUSICAL "BOOK OF MORMON" PERFORMED FOR OVER 7,400 PATRONS MARKING IT AS THE LARGEST AUDIENCE OF THE SEASON. 125636 0 144765 THE ASSOCIATION PROVIDES A VARIETY OF EDUCATIONAL AND ARTS OPPORTUNITIES TO STUDENTS AND THEIR FAMILIES IN THE GREATER NEW HAVEN COMMUNITY. THESE PROGRAMS PROVIDE ACCESS TO THE ARTS TO MANY THAT WOULD OTHERWISE BE UNABLE TO DO SO. THESE PROGRAMS ARE ACCOMPLISHED THROUGH WORKSHOPS, MASTER CLASSES, VISITING ARTIST PROJECTS, AND COMMUNITY TICKET DISTRIBUTIONS. ADDITIONALLY, THE ASSOCIATION IS CONTRACTED BY THE NEW HAVEN BOARD OF EDUCATION TO PROVIDE MANAGEMENT AND TECHNICAL SERVICES FOR COOPERATIVE ARTS AND HUMANITIES HIGH SCHOOL'S ARTS PROGRAMS, RELATED THEATRES AND SUPPORT SPACES, ALONG WITH INTERNSHIP PROGRAMS IN USHERING AND TECHNICAL THEATRE. THIS PARTNERSHIP ALSO PROVIDES ALMOST 100 STUDENTS WITH TECHNICAL THEATRE TRAINING AND ALLOWS THEM TO BECOME A WORKFORCE FOR THE SCHOOL. SEE SCHEDULE OTHE STUDENTS WILL BE ABLE TO TAKE THESE SKILLS ONTO HIGHER EDUCATION PROGRAMS, APPRENTICESHIPS AND JOB OPPORTUNITIES. 5705882 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 76 0 1 283 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 32 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X DEANNA JONES CONTROLLER 6144691045 55 E STATE ST COLUMBUS OH 43215 CHAD WHITTINGTON PRESIDENT & CEO 10.00 30.00 X X 0 337369 63251 ANTHONY MCDONALD V.P./EXECUTIVE DIR. 40.00 X X 152151 0 9702 RUBY H MELTON CHAIR 5.00 X X 0 0 0 LAKISHA JORDAN VICE CHAIR 2.00 X X 0 0 0 MICHAEL BAILEY TREASURER 2.00 X X 0 0 0 MATTHEW SUSMAN SECRETARY 2.00 X X 0 0 0 ANDREW F ALDEN DIRECTOR 1.00 X 0 0 0 BRIAN J AMERO DIRECTOR (BEGAN 4-2023) 1.00 X 0 0 0 SHAY ATLURU DIRECTOR 1.00 X 0 0 0 MEDRIA BLUE-ELLIS DIRECTOR (BEGAN 9-2022) 1.00 X 0 0 0 LISA CO BRANDES DIRECTOR (BEGAN 4-2023) 1.00 X 0 0 0 DIANE X BROWN DIRECTOR 1.00 X 0 0 0 ALEXANDER CLARK DIRECTOR 1.00 X 0 0 0 MARY ELLEN CODY DIRECTOR (BEGAN 9-2022) 1.00 X 0 0 0 JACQUELYN COURTMANCHE DIRECTOR 1.00 X 0 0 0 KAREN CRANE DIRECTOR (BEGAN 9-2022) 1.00 X 0 0 0 JUSTIN ELICKER EX-OFFICIO 1.00 X 0 0 0 JOHN R EMRA DIRECTOR 1.00 X 0 0 0 DR DOLORES GARCIA-BLOCKER DIRECTOR 1.00 X 0 0 0 STEPHANIE GREEN EX-OFFICIO (BEGAN 9-2022) 1.00 X 0 0 0 RICHARD HELMREICH EX-OFFICIO (TERM 9-2022) 1.00 X 0 0 0 ELIZABETH HERLIHY DIRECTOR 1.00 X 0 0 0 KARAINE HOLNESS DIRECTOR 1.00 X 0 0 0 JEFF L HUBBARD DIRECTOR 1.00 X 0 0 0 ADRIANE JEFFERSON EX-OFFICIO 1.00 X 0 0 0 MICHAEL LOFTUS DIRECTOR 1.00 X 0 0 0 WILLIAM MCANDREW DIRECTOR 1.00 X 0 0 0 PATRICIA MELTON DIRECTOR 1.00 X 0 0 0 AMY MIGLIORE DIRECTOR 1.00 X 0 0 0 DENISE D MORRIS DIRECTOR (BEGAN 4-2023) 1.00 X 0 0 0 JESSE PHILLIPS DIRECTOR (BEGAN 9-2022) 1.00 X 0 0 0 FRANKLYN D REYNOLDS DIRECTOR 1.00 X 0 0 0 ERIK SCARANUZZO DIRECTOR 1.00 X 0 0 0 LEONARDO H SUZIO DIRECTOR 1.00 X 0 0 0 FALLON THOMAS DIRECTOR (BEGAN 4-2023) 1.00 X 0 0 0 152151 337369 72953 1 0 1 0 KIRWIN AND SIMPSON LIMITED UNIT 13 1441 BROADWAY 6TH FLR STE 6102 NEW YORK NY 10018 SEAT DESIGN & MANUFACTURING 758985 COLUMBUS ASSOCIATION FOR THE PERFORMING 55 E STATE ST COLUMBUS OH 43215 MANAGEMENT SERVICES 444105 WAITRESS TOURING LLC 7135 MINSTREL WAY STE 105 COLUMBIA MD 21045 PERFORMING ARTS 225768 PILATE TOUR LLC 392 SPRINGFIELD AVENUE 2ND FLOOR SUMMIT NJ 07901 PERFORMING ARTS 213469 HAIRSPRAY TOURING COMPANY LLC 7135 MINSTREL WAY STE 105 COLUMBIA MD 21045 PERFORMING ARTS 210368 11 9500 97613 939739 495620 1542472 TICKET SALES & RELATED 711300 2873919 2873919 RENTAL OPERATIONS 711300 1208869 1208869 MANAGEMENT FEES 711300 198540 198540 MEMBERSHIP DUES 711300 5500 5500 4286828 84443 84443 2780853 2795485 416025 -14632 -416025 -430657 -430657 38056 97613 41065 -3009 -3009 169277 67194 102083 102083 OTHER INCOME 711300 70711 70711 70711 5652871 4286828 0 -176429 164024 68319 79690 16015 1892582 1698733 53893 139956 15257 11672 982 2603 486163 456126 13435 16602 198297 176574 4686 17037 23500 23500 262514 128964 122495 11055 447110 413746 31787 1577 84498 321 78701 5476 19197 120 19077 199552 199552 456476 429593 24901 1982 74282 34432 36531 3319 15383 993 10450 3940 396360 396360 47356 47356 ARTISTIC FEES AND EXPEN 1471618 1471618 ADMIN OVERHEAD 160000 64000 96000 TICKETING SERVICES 125768 48860 76908 OTHER EXPENSES 107219 57278 34212 15729 77448 1265 74784 1399 6724604 5705882 782032 236690 8023 8020 5983712 2195700 407360 488799 93057 172292 4929 7316 18146 59598 10868110 2855459 7969341 8012651 33529 2937053 3382725 3517894 17900822 17399323 358740 421485 295211 462564 653951 884049 X 16397243 15642044 849628 873230 17246871 16515274 17900822 17399323 X -1071733 42202 297934 X X 0 1 X 1 0 X 1849369 1058634 993601 5868026 1542472 11312102 5684567 3856698 173624 3306704 4458081 17479674 222386 135342 9800 26361 38056 431945 7756322 5050674 1177025 9201091 6038609 29223721 1205619 140000 150075 86211 87016 1668921 0 1205619 140000 150075 86211 87016 1668921 27554800 40672 41943 25760 25579 84443 218397 40672 41943 25760 25579 84443 218397 24338 22088 6718 84841 68735 206720 7821332 5114705 1209503 9311511 6191787 29648838 0.92940 0.93350 0.00740 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 23500 0 0 23500 0 PART II-B, LINE 1: LOBBYING ACTIVITIES TO SUPPORT THE CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS' MISSION AND CHARITABLE PURPOSE, INCLUDING ARTS PROGRAMMING AND EDUCATIONAL ACTIVITIES. 199500 199500 9776126 2456809 7319317 309779 239504 70275 582705 159146 423559 8012651 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3517894 F 3517894 X 6517291 42202 297934 340136 6177155 -524284 -524284 5652871 7248888 524284 524284 6724604 0 6724604 PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTERESTS HELD BY OTHERS 297,934. PART XI, LINE 4B - OTHER ADJUSTMENTS: ANNUAL GALA SPECIAL EVENT EXPENSES -41,065. COST OF GOODS SOLD -67,194. LOSS ON SALE/DISPOSAL OF ASSETS -416,025. PART XII, LINE 2D - OTHER ADJUSTMENTS: ANNUAL GALA SPECIAL EVENT EXPENSES 41,065. COST OF GOODS SOLD 67,194. LOSS ON SALE/DISPOSAL OF ASSETS 416,025. GALA EVENT 135669 97613 38056 6241 2514 32310 135669 97613 38056 6241 2514 32310 41065 -3009 X X 0 1 0 0 0 0 0 0 0 CHAD WHITTINGTON PRESIDENT & CEO 0 270119 0 50000 0 17250 0 42250 0 21001 0 400620 0 0 ANTHONY MCDONALD V.P./EXECUTIVE DIR. 136320 0 0 0 15831 0 7615 0 2087 0 161853 0 0 0 PART I, LINE 4B A RELATED ENTITY, THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS, CREATED A 457F NONQUALIFIED RETIREMENT PLAN FOR ITS PRESIDENT AND CEO, CHAD WHITTINGTON. DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE RELATED ORGANIZATION CONTRIBUTED $25,000 TO THIS PLAN FOR HIS FUTURE BENEFIT. FORM 990, PART I, LINE 1: CAPA / SHUBERT THEATRE-NEW HAVEN BRINGS THE WORLD TO OUR LEGENDARY STAGE, ENRICHES LIVES, AND CREATES COMMUNITY THROUGH OUR MISSION TO: PRESERVE THE LEGACY OF THE HISTORIC SHUBERT THEATRE IN NEW HAVEN AS AN ICON OF THE AMERICAN THEATRE BY OPERATING AND EVOLVING OUR THEATRE AS A WORLD CLASS PERFORMING ARTS CENTER PRESENT INTERNATIONAL, NATIONAL AND LOCAL PROGRAMMING OF THE HIGHEST QUALITY, FEATURING RENOWNED ARTISTS FROM ALL CULTURES AND EMBRACING ALL GENRES OF THE PERFORMING ARTS AND THE DIVERSITY OF OUR LOCAL CULTURE AND COMMUNITY EDUCATE, INSPIRE, AND BUILD NEW AND DIVERSE AUDIENCES BY OFFERING EDUCATION AND OUTREACH PROGRAMS WHICH INTEGRATE THE ARTS INTO OUR COMMUNITY AND BY PROVIDING AFFORDABLE ACCESS TO LIVE PERFORMANCES AT OUR THEATRE STRENGTHEN OUR ARTS COMMUNITIES THROUGH ADVOCACY, PARTNERSHIP, COLLABORATION, AND MUTUAL SUPPORT INVIGORATE THE LOCAL ECONOMY THROUGH THE PROGRAMMING WE PRESENT, THE AUDIENCES WE ATTRACT, AND OUR SUPPORT OF THE BUSINESSES IN OUR COMMUNITY FORM 990, PART VI, SECTION A, LINE 3 DURING FISCAL YEAR 2023, THE ASSOCIATION CONTINUED ITS MANAGEMENT AGREEMENT WITH CAPA COLUMBUS. UNDER THIS AGREEMENT, CAPA COLUMBUS PROVIDES CERTAIN MANAGEMENT, FINANCIAL AND MARKETING SERVICES TO THE ASSOCIATION. THE ASSOCIATION'S BOARD CONTINUES TO PROVIDE OVERSIGHT AND STRATEGIC DIRECTION TO BOTH THE ASSOCIATION'S STAFF AND THE STAFF AT CAPA COLUMBUS. FORM 990, PART VI, SECTION A, LINE 6 THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS IS THE SOLE MEMBER OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS, THE SOLE MEMBER OF THE ASSOCIATION, HAS AUTHORITY OVER THE ELECTION AND APPOINTMENT OF THE DIRECTORS OF THE GOVERNING BODY, AS WELL AS THE AUTHORITY TO REMOVE THE DIRECTORS AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEWS ARE COMPLETE, A DRAFT OF THE 990 IS DISTRIBUTED VIA E-MAIL TO THE FULL BOARD OF THE ASSOCIATION FOR THEIR REVIEW AND COMMENT. THE 990 IS MODIFIED BASED ON BOARD COMMENTS/QUESTIONS AS NEEDED. A FINAL DRAFT IS RE-DISTRIBUTED PRIOR TO FILING OF THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE CEO OF THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS, SOLE MEMBER OF THE ASSOCIATION. INDUSTRY SPECIFIC PAY DATA FROM OTHER PERFORMING ARTS ORGANIZATIONS AND SALARY GUIDES ARE USED AS A GUIDEPOST TO DETERMINE REASONABLENESS OF PAY. PAY OF OTHERS WITHIN THE ORGANIZATION IS ALSO CONSIDERED WHEN DETERMINING THE EXECUTIVE DIRECTOR'S SALARY. PAY CHANGES ARE BASED ON PERFORMANCE AS WELL AS CHANGES (INCREASE OR DECREASE) IN THE AMOUNT AND LEVEL OF WORK PERFORMED. THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS AND DOES NOT HAVE ANY KEY EMPLOYEES, BUT WOULD ADOPT A SIMILAR PROCESS FOR DETERMINING COMPENSATION IF THEY DO IN THE FUTURE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 990 AND 1023 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FURTHER, THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE GENERALLY NOT PROVIDED TO THE PUBLIC, OTHER THAN THOSE REQUIRED TO BE DISCLOSED BY LAW. ANNUAL FINANCIAL RESULTS ARE SUMMARIZED IN AN ANNUAL REPORT THAT IS AVAILABLE TO THE PUBLIC VIA OUR WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN (LOSS) IN BENEFICIAL INTERESTS HELD BY OTHERS 297,934. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 55 EAST STATE ST COLUMBUS OH 43215 310749884 PERFORMING ARTS/THEATRE MANAGEMENT OH 501(C)(3) LINE 7 N/A 0 LINCOLN THEATRE ASSOCIATION 55 EAST STATE ST COLUMBUS OH 43215 205886656 THEATRE MANAGEMENT OH 501(C)(3) LINE 10 COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 0 THE COLUMBUS ASSOCIATION FOR THE SOUTHERN THEATRE 55 EAST STATE ST COLUMBUS OH 43215 311051023 DORMANT OH 501(C)(3) LINE 12A, I COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 0 CAPA INC 55 EAST STATE STREET COLUMBUS OH 43215 237140115 DORMANT OH COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS C 0 PALACE THEATRE MANAGER LLC 55 EAST STATE STREET COLUMBUS OH 43215 822791159 MAJORITY OWNER OF CAPA PROPERTIES, LLC OH COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS P 531820 ACTUAL EXPENSES