2025-05-06T01:35:20-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 060662112 THE HORACE BUSHNELL MEMORIAL HALL HORA 8609876000 166 CAPITOL AVENUE HARTFORD CT 061061621 BRYAN SOLTIS VP FINANCE 8609876000 2025-04-28 1 1 PAUL BALLASY P00852868 9592007000 2025-04-28 2023 2025-03-06 01:10:19Z BRYAN SOLTIS 166 CAPITOL AVENUE HARTFORD CT 061061621 29636925 0 X WWW.BUSHNELL.ORG X 1919 CT PRESENTING & PRODUCING THEATRICAL PROPERTIES, CULTURAL PROGRAMS & EDUCATIONAL ACTIVITIES. 36 36 345 600 57961 0 6314526 5546098 19179929 22863075 557688 1035323 0 0 26052143 29444496 0 0 0 0 9183163 10341345 189040 184860 4530388 17830941 20629520 27203144 31155725 -1151001 -1711229 75982302 79136183 13240558 15233101 62741744 63903082 TO PROVIDE A CENTER FOR THE BENEFIT OF THE PUBLIC IN EDUCATIONAL AND CULTURAL ACTIVITIES, AND TO ENCOURAGE PUBLIC APPRECIATION OF MUSIC, ART, SCIENCE, AND ALL BENEVOLENT, RELIGIOUS AND OTHER PUBLIC ACTIVITIES. 0 0 22924666 22805114 THE BUSHNELL IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO BENEFIT THE PUBLIC IN EDUCATIONAL AND CULTURAL ACTIVITIES AS WELL AS TO ENCOURAGE PUBLIC APPRECIATION OF MUSIC, ART, SCIENCE AND ALL BENEVOLENT, RELIGIOUS AND OTHER PUBLIC ACTIVITIES. THESE OBJECTIVES ARE MET PRINCIPALLY THROUGH THE OPERATIONS OF THE BUSHNELL AT WHICH EDUCATIONAL AND CULTURAL EVENTS ARE HELD. 22924666 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 261 0 1 345 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CT X BRYAN SOLTIS 8609876021 166 CAPITOL AVENUE HARTFORD CT 061061621 ADAM MCLAUGHLIN TRUSTEE 0.50 X 0 0 0 ANDREW R WORTHINGTON TRUSTEE 0.50 X 0 0 0 ANNE THIBEAULT TRUSTEE 0.50 X 0 0 0 ANTOINETTE LAZARUS TRUSTEE 0.50 X 0 0 0 ARNOLD C GREENBERG TRUSTEE 1.00 0.20 X 0 0 0 BERNARD SCHILBERG TREASURER 0.50 0.20 X X 0 0 0 BETH COSTELLO CHAIR 1.50 0.20 X X 0 0 0 BONNIE BROWN VICE CHAIR 1.00 0.20 X X 0 0 0 CARL PETERSON TRUSTEE 0.50 X 0 0 0 CORLISS MONTESI TRUSTEE 0.50 X 0 0 0 DAVID G NORD VICE CHAIR 1.00 0.20 X X 0 0 0 DAVID M ROTH VICE CHAIR 0.50 0.20 X X 0 0 0 DIANNE BOGOIAN TRUSTEE 0.50 X 0 0 0 DONNA COLLINS TRUSTEE 0.50 X 0 0 0 EDWIN SHIRLEY III VICE CHAIR 1.00 0.20 X X 0 0 0 ERIC D DANIELS SECRETARY 1.00 0.20 X X 0 0 0 HENRY M ZACHS VICE CHAIR 0.50 X X 0 0 0 JAMES A CALHOUN ASSISTANT SECRETARY 0.50 X X 0 0 0 JAY S BENET IMMEDIATE PAST CHAIR 0.50 0.20 X X 0 0 0 JEFF WHITE TRUSTEE 0.50 X 0 0 0 JEFFREY FLAKS TRUSTEE 0.50 X 0 0 0 JEFFREY S HOFFMAN VICE CHAIR 0.50 0.20 X X 0 0 0 JILL HUTENSKY TRUSTEE 0.50 X 0 0 0 JOHN GUY TRUSTEE 0.50 X 0 0 0 KEVIN SMITH TRUSTEE 0.50 X 0 0 0 LAWRENCE C STARR TRUSTEE 1.00 X 0 0 0 MARK N MANDELL ASSISTANT TREASURER 0.50 X X 0 0 0 MARTY GUAY TRUSTEE 0.50 X 0 0 0 NOREEN KIDWAI TRUSTEE 0.50 X 0 0 0 REBECCA LOREE VICE CHAIR 0.50 X X 0 0 0 ROBERT ARENA TRUSTEE 0.50 X 0 0 0 ROBERT E PATRICELLI TRUSTEE 1.00 0.20 X 0 0 0 RODNEY O POWELL OUTGOING TRUSTEE 0.50 X 0 0 0 ROHAN FREEMAN TRUSTEE 0.50 X 0 0 0 RONALD UTTERBECK TRUSTEE 0.50 X 0 0 0 STEVEN M GREENSPAN TRUSTEE 0.50 0.20 X 0 0 0 THOMAS O BARNES VICE CHAIR 1.00 0.20 X X 0 0 0 BRYAN SOLTIS VICE PRESIDENT FINANCE 12/23 40.00 X 9087 0 0 DAVID FAY PRESIDENT & CEO 40.00 X 537528 0 70000 ELIZABETH CASANOVAS CHIEF DEVELOPMENT OFFICER 40.00 X 201871 0 19168 PATRICIA JACKSON OUTGOING CHIEF FINANCIAL OFFICER 40.00 X 182092 0 45489 PATRICK LANGEVIN VICE PRESIDENT PROGRAMMING 40.00 X 125178 0 40809 STEPHANIE FRIED CHIEF OPERATING OFFICER & VP MARKETING 40.00 X 155328 0 17842 YOLANDE SPEARS SENIOR VICE PRESIDENT EDUCATION 40.00 X 153875 0 34833 ANTAY BILGUTAY LEADERSHIP ANNUAL GIFTS OFFICER 40.00 X 108947 0 13089 CHARLES MYERS SENIOR DIRECTOR EVENTS & PATRON SERVICES 40.00 X 104156 0 50061 DAWN PETERSON JONES SENIOR DIRECTOR HR 40.00 X 119213 0 22451 JULIE MEEHAN DIRECTOR CORPORATE & FOUNDATION RELATIONS 40.00 X 111289 0 35648 MICHAEL SIVO TECHNICAL DIRECTOR PROGRAMMING 40.00 X 111994 0 52252 1920558 0 401642 11 0 1 0 RM BRADLEY MANAGEMENT CORPORATION 225 ASYLUM ST 15TH FLR HARTFORD CT 06103 MAINTENANCE 1392990 MRB TOUR LLC 1650 BROADWAY SUITE 800 NEW YORK NY 10019 SHOW - 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PART V, LINE 4: THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT IS TO PROVIDE A STREAM OF FUNDING (THROUGH AN ANNUAL SPENDING POLICY ALLOCATION) TO SUPPORT CURRENT PROGRAMMING AND OPERATIONS, WHILE GROWING THE VALUE OF ENDOWED INVESTMENTS TO PROVIDE LONG TERM FINANCIAL STABILITY TO THE INSTITUTION. PART X, LINE 2: THE BUSHNELL WAS ORGANIZED AS A NONSTOCK, NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, AS SUCH, IS NOT SUBJECT TO FEDERAL AND STATE CORPORATION INCOME TAXES. HOWEVER, UNDER THE CODE SECTIONS 511(2)(A) AND 512(A)(I), CERTAIN INVESTMENTS, PROFESSIONAL FEES, AND CATERING QUALIFY AS UNRELATED BUSINESS INCOME AND TO THE EXTENT THAT THESE OPERATIONS GENERATE INCOME, THEY WILL BE SUBJECT TO TAX. NO AMOUNTS WERE DUE AS OF AND FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE BUSHNELL AND HAS CONCLUDED THAT, AS OF JUNE 30, 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 CONSOLIDATED FINANCIAL STATEMENTS. THE BUSHNELL'S FEDERAL INFORMATION RETURNS PRIOR TO 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE BUSHNELL HAD 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 CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. X X X X X X X 1 BLUEPRINT ADVANCEMENT 4055 THIRD AVE 301 SAN DIEGO CA 92103 TELEFUNDING 0 543770 184860 358910 543770 184860 358910 CT OVATIONS GALA 577962 385533 192429 192429 577962 385533 192429 192429 192429 0 X X X X 0 0 0 0 0 0 0 1 0 DAVID FAY PRESIDENT & CEO 399448 0 131900 0 6180 0 70000 0 0 0 607528 0 0 0 PATRICIA JACKSON OUTGOING CHIEF FINANCIAL OFFICER 162169 0 18600 0 1323 0 17603 0 27886 0 227581 0 0 0 ELIZABETH CASANOVAS CHIEF DEVELOPMENT OFFICER 181022 0 19800 0 1049 0 18896 0 272 0 221039 0 0 0 YOLANDE SPEARS SENIOR VICE PRESIDENT EDUCATION 135750 0 15900 0 2225 0 15125 0 19708 0 188708 0 0 0 STEPHANIE FRIED CHIEF OPERATING OFFICER & VP MARKETI 140269 0 14900 0 159 0 14136 0 3706 0 173170 0 0 0 PATRICK LANGEVIN VICE PRESIDENT PROGRAMMING 112276 0 12800 0 102 0 12158 0 28651 0 165987 0 0 0 MICHAEL SIVO TECHNICAL DIRECTOR PROGRAMMING 109924 0 1500 0 570 0 11617 0 40635 0 164246 0 0 0 CHARLES MYERS SENIOR DIRECTOR EVENTS & PATRON SERV 100626 0 3200 0 330 0 10933 0 39128 0 154217 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED CALENDAR YEAR BONUS WHICH WAS REPORTED IN THEIR 2023 W2S. X 5 28817 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BUSHNELL'S INDEPENDENT AUDITING FIRM PREPARES THE 990 AND PROVIDES TO MANAGEMENT FOR REVIEW. ONCE REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE, AN ELECTRONIC COMPLETE COPY IS PROVIDED TO THE BOARD OF TRUSTEES (EXCLUDING SCHEDULE B), WHO ARE GIVEN TIME TO REVIEW AND COMMENT PRIOR TO THE FINAL FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED BY BOARD MEMBERS AND OFFICERS. THEY ARE REVIEWED AS RECEIVED AND ANY CONFLICTS ARE REPORTED TO THE BOARD CHAIR OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND ORGANIZATION COMMITTEE, AS DELEGATED BY THE BOARD OF TRUSTEES, APPROVES THE COMPENSATION AND BONUSES OF OFFICERS AND KEY EMPLOYEES. INFORMATION FROM OTHER ORGANIZATIONS SIMILAR TO THE BUSHNELL IS CONSIDERED WHEN SETTING COMPENSATION FOR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION BY THE GENERAL PUBLIC AT THE CORPORATE OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 87,259. BUSHNELL MANAGEMENT SERVICES LLC 166 CAPITOL AVENUE HARTFORD CT 06106 272392200 VENUE MANAGEMENT CT 159500 0 THE HORACE BUSHNELL MEMORIAL HALL COMMUNITY DEVELOPMENT INITIATIVES FOUNDATION INC 166 CAPITOL AVENUE HARTFORD CT 06106 272760998 IMPROVE AND ADVANCE THE VIABILITY OF THE CITY OF HARTFORD CT 501(C)(3) LINE 12A, I THE HORACE BUSHNELL MEMORIAL HALL CORPORATION 1 PARTNERS FOUNDATION INC 166 CAPITOL AVENUE HARTFORD CT 06106 272760884 EDUCATIONAL AND CULTURAL ACTIVITIES FOR THE ARTS CT 501(C)(3) LINE 12A, I THE HORACE BUSHNELL MEMORIAL HALL CORPORATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1