2025-12-15T16:12:30-06:00 2025-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2024-07-01 061625278 CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS CONN 6144691045 55 E STATE STREET COLUMBUS OH 43215 CHAD WHITTINGTON PRESIDENT & CEO 6144691045 2025-12-15 1 1 CHRISTY S ZIMMERMAN P01461057 6142211120 2025-12-15 2024 2025-03-06 01:10:19Z SHUBERT THEATRE CHAD WHITTINGTON 55 E STATE STREET COLUMBUS OH 43215 17320415 0 X WWW.SHUBERT.COM X 2001 CT SEE SCHEDULE O 33 31 262 244 0 0 1675339 4737726 5424425 5424803 210554 165364 418555 312759 7728873 10640652 0 0 0 0 2777296 2726413 0 0 292720 5122256 5021704 7899552 7748117 -170679 2892535 17996227 21384651 1426455 1504272 16569772 19880379 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 2936617 0 1511582 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 WERE PERFORMED ON THE THEATRE TO FULLY UPGRADE THE STAGE LIGHTING SYSTEM TO LED AND A NEWLY CONSTRUCTED CABARET THEATRE WAS CREATED. THERE WERE OVER 20 RENTAL EVENTS IN THE THEATRE AND CABARET DURING THE FISCAL YEAR WHICH INCLUDED: "NEW HAVEN BALLET'S NUTCRACKER", "SACRED HEART ACADEMY'S MUSICAL", A TWO AND A HALF WEEK RENTAL FOR "YALE OPERA'S A RAKE'S PROGRESS", THE TECHNICAL REHEARSALS FOR A MASSIVE PUPPET FEATURED IN BROADWAY'S "STRANGER THINGS AND A VARIETY OF COMMUNITY-BASED MEETINGS AND SEMINARS. 3175440 0 3451529 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 FY25 WELCOMED OVER 65,000 PATRONS TO 106 EVENTS. PRESENTATIONS INCLUDED: "DAVID SEDARIS", "TINA: THE TINA TURNER MUSICAL", "MOMIX: ALICE IN WONDERLAND", "FAIRYTALE OF NEW YORK", "FRAGGLE ROCK", "BRIAN REGAN", "JOHN LODGE", AND MORE. THE BROADWAY PLAY "CLUE" SOLD OVER 86% OF AVAILABLE TICKETS. 354357 0 461692 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. OVER THE FISCAL YEAR, WE SERVED OVER 13,000 STUDENTS. 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. SEE SCHEDULE OTHIS PARTNERSHIP ALSO PROVIDES ALMOST 100 STUDENTS WITH TECHNICAL THEATRE TRAINING AND ALLOWS THEM TO BECOME A WORKFORCE FOR THE SCHOOL. THE STUDENTS WILL BE ABLE TO TAKE THESE SKILLS ONTO HIGHER EDUCATION PROGRAMS, APPRENTICESHIPS AND JOB OPPORTUNITIES. 6466414 1 1 0 1 0 0 0 0 0 1 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 61 0 1 262 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 31 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 355916 74539 ANTHONY MCDONALD VP/EXECUTIVE DIRECTOR 40.00 X X 143835 0 9542 LAKISHA JORDAN CHAIR 5.00 X X 0 0 0 WILLIAM MCANDREW VICE CHAIR 2.00 X X 0 0 0 MICHAEL BAILEY TREASURER 2.00 X X 0 0 0 RUBY MELTON SECRETARY 2.00 X X 0 0 0 ANDREW ALDEN DIRECTOR 1.00 X 0 0 0 BRIAN AMERO DIRECTOR 1.00 X 0 0 0 SHAY ATLURU DIRECTOR 1.00 X 0 0 0 MEDRIA BLUE-ELLIS DIRECTOR 1.00 X 0 0 0 LISA BRANDES DIRECTOR 1.00 X 0 0 0 DIANE BROWN DIRECTOR 1.00 X 0 0 0 MARY ELLEN CODY DIRECTOR 1.00 X 0 0 0 JACQUELYN COURTMANCHE DIRECTOR 1.00 X 0 0 0 KAREN CRANE DIRECTOR 1.00 X 0 0 0 JUSTIN ELICKER EX-OFFICIO 1.00 X 0 0 0 MAKANA ELLIS DIRECTOR (BEGAN 10/2024) 1.00 X 0 0 0 JOHN EMRA DIRECTOR 1.00 X 0 0 0 DR DOLORES GARCIA-BLOCKER DIRECTOR 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 CHRISTOPHER LIDDY DIRECTOR 1.00 X 0 0 0 AMY MIGLIORE DIRECTOR 1.00 X 0 0 0 STEPHEN MORONEY DIRECTOR (BEGAN 10/2024) 1.00 X 0 0 0 DENISE MORRIS DIRECTOR 1.00 X 0 0 0 STEFAN PETRELLA DIRECTOR (BEGAN 10/2024) 1.00 X 0 0 0 JESSE PHILLIPS DIRECTOR 1.00 X 0 0 0 ERIK SCARANUZZO DIRECTOR 1.00 X 0 0 0 MICHAEL SCHOEDINGER EX-OFFICIO 1.00 X 0 0 0 LEONARDO SUZIO DIRECTOR 1.00 X 0 0 0 FALLON THOMAS DIRECTOR 1.00 X 0 0 0 ALEXANDER CLARK DIRECTOR (ENDED 10/2024) 1.00 X 0 0 0 PATRICIA MELTON DIRECTOR (ENDED 10/2024) 1.00 X 0 0 0 FRANKLYN REYNOLDS DIRECTOR (ENDED 10/2024) 1.00 X 0 0 0 143835 355916 84081 1 0 1 0 HADESTOWN NORTH AMERICAN TOURING LLC 630 NINTH AVENUE SUITE 809 NEW YORK NY 10036 PERFORMING ARTS 387251 COLUMBUS ASSOCIATION FOR THE PERFORMING 55 EAST STATE ST COLUMBUS OH 43215 MANAGEMENT SERVICES 310000 BEING ALIVE TOUR LIMITED LIABILITY COMPA 392 SPRINGFIELD AVENUE 2ND FLOOR SUMMIT NJ 07901 PERFORMING ARTS 259946 TINA ON TOUR LLC 9200 CORPORATE BLVD 220 ROCKVILLE MD 20850 PERFORMING ARTS 247596 ANNIE ON TOUR LLC 9200 CORPORATE BLVD 220 ROCKVILLE MD 20850 PERFORMING ARTS 227920 8 6000 41645 3990912 699169 1591 4737726 TICKET SALES & RELATED 711300 3970911 3970911 RENTAL OPERATIONS 711300 1177204 1177204 MANAGEMENT FEES 711300 256688 256688 MEMBERSHIP DUES 711300 20000 20000 5424803 164440 164440 6505341 6504417 924 924 924 121325 41645 58222 63103 63103 271271 117124 154147 154147 OTHER INCOME 711300 95509 95509 95509 10640652 5424803 0 478123 164284 68427 79816 16041 1865131 1605491 105749 153891 29012 21989 3096 3927 445835 326553 61567 57715 222151 195348 7514 19289 150000 150000 25000 25000 33920 10383 22845 692 350991 265228 83738 2025 629999 565633 63225 1141 104720 7526 91475 5719 16645 712 15933 252970 252970 499953 488956 9788 1209 68439 26016 23580 18843 12714 316 12208 190 651402 651402 61365 61365 ARTISTIC FEES AND EXPEN 1703137 1703137 ADMIN OVERHEAD 160000 64000 96000 EQUIPMENT AND OTHER EXP 151298 56116 83144 12038 TICKETING SERVICES 149151 94846 54305 7748117 6466414 988983 292720 8021 8022 2238770 2034185 664927 485977 273125 164435 14996 13100 71958 60260 16453773 3937572 9019381 12516201 2117679 2280813 3587370 3821658 17996227 21384651 694901 471085 731554 1033187 1426455 1504272 X 15908337 19319389 661435 560990 16569772 19880379 17996227 21384651 X 2892535 11874 27089 379109 X X 0 1 X 1 0 X 993601 5868026 1542472 1675339 4737726 14817164 173624 3306704 4458081 5696999 5695708 19331116 9800 26361 38056 110245 121325 305787 1177025 9201091 6038609 7482583 10554759 34454067 150075 86211 87016 69570 71500 464372 0 150075 86211 87016 69570 71500 464372 33989695 25760 25579 84443 209407 164440 509629 25760 25579 84443 209407 164440 509629 6718 84841 68735 189856 80551 430701 1209503 9311511 6191787 7881846 10799750 35394397 0.96030 0.95650 0.01440 0.01300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 25000 0 0 25000 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. 36900 36900 1.00000 0 0 199500 199500 12826321 3277580 9548741 1291145 356506 934639 2136807 303486 1833321 12516201 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3821658 F 3821658 X 11205849 11874 32788 379109 423771 10782078 33920 -175346 -141426 10640652 7243840 5699 -476056 -470357 7714197 33920 33920 7748117 PART V, LINE 4: ENDOWMENT FUNDS ARE MEANT TO SUPPORT THE EDUCATION PROGRAMS OF THE ASSOCIATION. 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 379,109. PART XI, LINE 4B - OTHER ADJUSTMENTS: ANNUAL GALA SPECIAL EVENT EXPENSES -58,222. COST OF GOODS SOLD -117,124. PART XII, LINE 2D - OTHER ADJUSTMENTS: ANNUAL GALA SPECIAL EVENT EXPENSES 58,222. COST OF GOODS SOLD 117,124. DEPRECIATION -651,402. GALA EVENT 162970 41645 121325 540 24725 16200 16757 162970 41645 121325 540 24725 16200 16757 58222 63103 X X 0 1 0 0 0 0 0 0 0 CHAD WHITTINGTON PRESIDENT & CEO 0 283882 0 50000 0 22034 0 48461 0 26078 0 430455 0 0 ANTHONY MCDONALD VP/EXECUTIVE DIRECTOR 126509 0 0 0 17326 0 7997 0 1545 0 153377 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, 2025, THE RELATED ORGANIZATION CONTRIBUTED $30,000 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 2025, 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 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 379,109. 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 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 1 0 0 1 0 0 0 COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS P 449332 ACTUAL EXPENSES COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS M 150000 ACTUAL EXPENSES COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS O 160000 ACTUAL EXPENSES