2026-05-14T12:14:08-05:00 2025-06-30 332983539 TSA ADVISORS LLC 8321 MAIN STREET WILLIAMSVILLE NY 14221 990 2024-07-01 161158412 SHEA'S O'CONNELL PRESERVATION GUILD LTD SHEA 7168471410 646 MAIN STREET BUFFALO NY 14202 BRIAN HIGGINS PRESIDENT/CEO 7168471410 2026-05-15 1 0 ADAM P OHAR CPA P00844640 7166331373 2026-05-11 2024 2025-03-06 01:10:19Z SHEA'S PERFORMING ARTS CENTER BRIAN HIGGINS 646 MAIN STREET BUFFALO NY 14202 35831860 0 X WWW.SHEAS.ORG X 1981 NY TO RESTORE & MAINTAIN SHEA'S BUFFALO THEATRE FOR PRESENT & FUTURE GENERATIONS TO ENJOY AS A WORKING HISTORIC THEATRE PROVIDING A WIDE VARIETY OF LIVE PERFORMING ARTS EXPERIENCES FOR OUR PATRONS AND INNOVATIVE AND EFFECTIVE EDUCATIONAL EXPERIENCES FOSTERING AN APPRECIATION OF LIVE THEATRE BY AREA YOUTH. 20 20 459 950 178233 22112 2502691 3189278 24439355 29631604 543313 184975 81868 161334 27567227 33167191 0 0 0 0 6215205 7359648 0 0 794576 19681019 24053448 25896224 31413096 1671003 1754095 29171468 35645335 10901226 14691378 18270242 20953957 X TO RESTORE & MAINTAIN SHEA'S BUFFALO THEATRE FOR PRESENT & FUTURE GENERATIONS TO ENJOY AS A WORKING HISTORIC THEATRE PROVIDING A WIDE VARIETY OF LIVE PERFORMING ARTS EXPERIENCES FOR OUR PATRONS AND INNOVATIVE AND EFFECTIVE EDUCATIONAL EXPERIENCES FOSTERING AN APPRECIATION OF LIVE THEATRE BY AREA YOUTH. 0 0 24365847 27846637 PRODUCTION AND PERFORMANCE OF THEATRICAL EXPERIENCES TO THE WESTERN NEW YORK COMMUNITY. MIXING CLASSICAL PRODUCTIONS WITH CONTEMPORARY HITS AND NEW, INNOVATIVE SHOWS, SHEA'S THEATRE REMAINS COMMITTED TO DELIVERING WORLD-CLASS PRODUCTIONS TO ITS DEDICATED AUDIENCE. 157611 64076 ARTS ENGAGEMENT AND EDUCATION TO FOSTER ARTISTIC EXPRESSION AND COMMUNITY INVOLVEMENT. THE PROGRAM AIMS TO INSPIRE CREATIVITY, CULTIVATE DIVERSE TALENTS, AND FOSTER A DEEP APPRECIATION FOR THE ARTS BY PROVIDING ACCESSIBLE AND INCLUSIVE ARTS EDUCATION, INNOVATIVE PROGRAMS, AND MEANINGFUL COMMUNITY ENGAGEMENTS. 24523458 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 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 1 1 1 0 0 0 1 50 0 459 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JOHN HERBERT 7168471410 646 MAIN STREET BUFFALO NY 14202 BRIAN HIGGINS PRESIDENT/CEO 45.00 5.00 X 268243 0 0 JOHN F HERBERT CFO/VP OF FINANCE 45.00 5.00 X 164393 0 7066 JOHN SCHALLER CHIEF DEVELOPMENT OFFICER 45.00 5.00 X 118281 0 13751 MEGAN RIZZUTO CHIEF ADMINISTRATIVE OFFICER 45.00 5.00 X 117342 0 12276 ROBERT BRUNSCHMID CHIEF OPERATING OFFICER 45.00 5.00 X 118696 0 4391 KIM BOYLE VP OF MARKETING AND COMMUNICATION 45.00 5.00 X 113117 0 6694 GUY TOMASSI SENIOR DIRECTOR OF INDIVIDUAL GIVING 45.00 5.00 X 101032 0 7066 JAMES J EAGAN CHAIRPERSON 2.00 1.00 X X 0 0 0 DAVID FABIAN TREASURER 2.00 1.00 X X 0 0 0 MARCO CERCONE ESQ VICE CHAIRPERSON 2.00 1.00 X X 0 0 0 SUE STAPELL SECRETARY 2.00 1.00 X X 0 0 0 JOE ABOUZEID TRUSTEE 2.00 1.00 X 0 0 0 ROBERT J BRUNNER TRUSTEE 1.00 1.00 X 0 0 0 ANDREW DAVIS TRUSTEE 1.00 1.00 X 0 0 0 PETER DE JESUS JR TRUSTEE 1.00 1.00 X 0 0 0 AMILCAR HILL TRUSTEE 1.00 1.00 X 0 0 0 RUSSELL J MATUSZAK TRUSTEE 1.00 1.00 X 0 0 0 KEVIN B QUINN TRUSTEE 1.00 1.00 X 0 0 0 MEG QUINN TRUSTEE 1.00 1.00 X 0 0 0 CYNTHIA RIPLEY TRUSTEE 1.00 1.00 X 0 0 0 CRYSTAL J RODRIGUEZ-DABNEY ESQ TRUSTEE 1.00 1.00 X 0 0 0 JOHN RUMSCHIK TRUSTEE 1.00 1.00 X 0 0 0 DR MARYAM SALEEMI TRUSTEE 1.00 1.00 X 0 0 0 THOMAS SAAS TRUTEE 1.00 1.00 X 0 0 0 HON DONNA SIWEK TRUSTEE 1.00 1.00 X 0 0 0 DONALD WARE TRUSTEE 1.00 1.00 X 0 0 0 GERALD J WHALEN II TRUSTEE 1.00 1.00 X 0 0 0 1001104 0 51244 7 0 1 0 THE BUFFALO NEWS 1 NEWS PLAZA BUFFALO NY 14240 MARKETING 411057 KIDENEY ARCHITECTS PC 143 GENESEE ST BUFFALO NY 14203 CATERING 281301 PCI PO BOX 450 BUFFALO NY 14205 INFORMATION TECHNOLOGY 253133 VISTA SECURITY 60 BRYANT WOODS SOUTH AMHERST NY 14228 SECURITY 246977 RICH'S CATERING 1 ROBERT RICH WAY BUFFALO NY 14213 CATERING 158421 5 8523 253322 1397000 1530433 3189278 TICKET SALES 711190 25451133 25451133 CONCESSIONS & MERCH, NET 711190 1627937 45279 1582658 FACILITY CHARGE INCOME 711190 958737 958737 TICKET SERVICE INCOME 711190 922210 922210 OTHER PROGRAM REVENUE 711190 453439 453439 218148 85194 132954 29631604 488750 488750 2126900 1874260 556415 252640 -556415 -303775 -303775 355328 253322 233994 121334 121334 MANAGEMENT FEE 561000 40000 40000 40000 33167191 27910713 178233 1888967 1185139 1185139 4687121 2041742 2101822 543557 81869 26198 49121 6550 839114 208377 563126 67611 566405 244614 283933 37858 87884 87884 18642 18642 30000 30000 20018 20018 891902 343571 484601 63730 1020693 895711 118185 6797 335141 317100 18041 255494 255494 62801 3616 53578 5607 250681 188011 62670 254649 50581 204068 GUARANTEES & ROYALTIES 13253222 13253222 LICENSEE SHARE 3905132 3905132 CO-PRESENTER SHARE 2388975 2388975 CREDIT CARD SERVICE 754761 754761 523453 218947 259681 44825 31413096 24523458 6095062 794576 473995 1948376 16117493 16598787 8405 1389039 3198 41346 79068 61321 41969 37090 21944254 18359517 2628568 3584737 7465433 8454407 1513 0 2351826 3530232 29171468 35645335 1375099 3119129 9514127 11559999 12000 12250 10901226 14691378 X 16076506 18763574 2193736 2190383 18270242 20953957 29171468 35645335 1754095 929620 0 X X 0 1 X 1 0 X 1685857 11165189 1473210 2502691 3189278 20016225 1685857 11165189 1473210 2502691 3189278 20016225 20016225 135924 224813 248294 367088 488750 1464869 30758 126764 175379 228791 178233 739925 14837 1290426 1516631 1932064 1582658 6336616 28557635 95038454 0.70090 0.70980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: THE ORGANIZATION USES MASIELLO MARTUCCI CALABRESE & ASSOCIATES TO CONTACT LEGISLATORS IN ORDER TO SECURE FUNDING FOR RESTORATION PROJECTS. 4559053 90627 559804 20018 5189466 4073491 368 524427 39233 4559053 3232719 481241 383218 23687 4073491 3865173 -607191 25263 3232719 2972044 9050 907068 22989 3865173 0.54377 0.19517 0.26106 0 0 160468 160468 2127622 1017303 1110319 17224346 16589340 635006 873329 752874 120455 1558489 1558489 3584737 DUE FROM 710 MAIN STREET, INC 3530232 3530232 RENTAL DEPOSITS 12250 12250 PART V, LINE 4: THE BOARD OF TRUSTEES HAS APPROVED AND ADOPTED AN INVESTMENT POLICY FOR ENDOWMENT ASSETS, HELD IN PERPETUITY, WHICH ATTEMPTS TO ACHIEVE RETURNS COMMENSURATE WITH THE RELEVANT RISK THE BOARD IS WILLING TO ACCEPT. UNDER THE INVESTMENT POLICY, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER WHICH OFFERS SUFFICIENT DIVERSIFICATION OF THE GUILD'S INVESTMENT PORTFOLIO,AND ACHIEVES INVESTMENT RETURN OBJECTIVES TO MEET OR EXCEED THE RETURNS OF A BALANCED MARKET INDEX, AND MINIMIZE LOSS OF PRINCIPAL THROUGH BOTH CAPITAL APPRECIATION AND CURRENT YIELD, OVER THE LONG-TERM. IN ACCORDANCE WITH THE DONOR'S STIPULATIONS, THE PORTION OF ENDOWMENT FUNDS AVAILABLE FOR USE ARE EARMARKED EACH YEAR, WITH THE INTENTION THAT NO MORE THAN FIVE PERCENT OF CUMULATIVE INVESTMENT PRINCIPAL AND EARNINGS ARE UNRESTRICTED AND AVAILABLE TO FUND THE GUILD'S OPERATIONS. UNDER THE INVESTMENT POLICY APPROVED BY THE BOARD OF TRUSTEES, FUNDS IN EXCESS OF THE ORIGINAL PRINCIPAL ARE AVAILABLE FOR USE, WITH UP TO FIVE PERCENT OF CUMULATIVE INVESTMENT PRINCIPAL AND EARNINGS CLASSIFIED AS UNRESTRICTED FOR OPERATIONS, AND THE REMAINING SURPLUS ABOVE THE ORIGINAL GIFT CLASSIFIED AS TEMPORARILY RESTRICTED FOR OPERATIONS. EACH YEAR, EXCESS FUNDS AVAILABLE FOR USE ARE ACCUMULATED AND ACCESSIBLE SHOULD THE GUILD REQUIRE THESE SURPLUS FUNDS IN A FUTURE YEAR TO FUND ITS PLANNED PROJECTS AND OBJECTIVES. SHOULD THE FAIR VALUE OF ENDOWMENT INVESTMENTS FALL BELOW THE ORIGINAL PRINCIPAL, THE BOT SHALL WAIT UNTIL MARKET CONDITIONS IMPROVE AND THE FAIR VALUE OF ENDOWMENT INVESTMENTS INCREASES TO AT LEAST THE ORIGINAL PRINCIPAL BALANCE BEFORE FUNDS MAY BE APPROPRIATED TO FUND OPERATIONS. IT IS THE BOT'S POLICY AT JUNE 30, 2025 AND JUNE 30, 2024 THAT THE ORIGINAL PRINCIPAL OF THE INVESTMENT MAY NOT BE INVADED. GALA 502422 226765 275657 77170 28194 92837 SOIREE 13353 3338 10015 5277 9 92875 23219 69656 30516 608650 253322 355328 77170 28194 128630 233994 121334 X X X 0 0 0 0 0 0 0 0 0 BRIAN HIGGINS PRESIDENT/CEO 267461 0 782 0 0 0 0 0 0 0 268243 0 0 0 JOHN F HERBERT CFO/VP OF FINANCE 163540 0 853 0 0 0 3000 0 4066 0 171459 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO REVISE ITS GOVERNANCE STRUCTURE. THE AMENDED BYLAWS PROVIDE THAT THE ORGANIZATION SHALL BE GOVERNED BY A BOARD OF TRUSTEES RATHER THAN BY MEMBERS. THE BYLAWS FURTHER PROVIDE THAT THE BOARD OF TRUSTEES SHALL CONSIST OF NO FEWER THAN SEVEN (7) AND NO MORE THAN TWENTY-ONE (21) TRUSTEES, WITH THE EXACT NUMBER OF TRUSTEES TO BE DETERMINED FROM TIME TO TIME BY A MAJORITY VOTE OF THE ENTIRE BOARD OF TRUSTEES. THE AMENDED BYLAWS ALSO ESTABLISH A CLASSIFIED BOARD STRUCTURE CONSISTING OF THREE (3) CLASSES OF TRUSTEES SERVING STAGGERED TERMS, WITH TRUSTEES GENERALLY ELECTED AT ANNUAL MEETINGS TO SERVE THREE-YEAR TERMS AND WITH ONE CLASS ELECTED EACH YEAR. TRUSTEES SERVE UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED OR UNTIL THEIR EARLIER RESIGNATION, REMOVAL, OR DEATH. IN ADDITION, THE BYLAWS IMPOSE TRUSTEE TERM LIMITS PROVIDING THAT NO TRUSTEE MAY SERVE MORE THAN SIX (6) CONSECUTIVE YEARS WITHOUT AT LEAST A ONE-YEAR BREAK IN SERVICE. HOWEVER, THE BOARD MAY EXTEND THE SERVICE OF A TRUSTEE FOR ONE ADDITIONAL TWELVE-MONTH PERIOD UPON APPROVAL BY A MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR THEIR APPROVAL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REVIEWED BY EACH BOARD TRUSTEE ON AN ANNUAL BASIS. EACH TRUSTEE OF THE BOARD IS REQUIRED TO DISCLOSE ANY CONFLICTS AND COMPLETE A REPORT WHICH WILL BE COLLECTED AND KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE ORGANIZATION PROVIDES DOCUMENTATION TO THE TRUSTEES WITH RESPECT TO THE COMPENSATION OF THE ORGANIZATIONS PRESIDENT/CEO FOR REVIEW AND APPROVAL. SUCH INFORMATION INCLUDES COMPARABLE DATA FROM SIMILAR SIZED TAX EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK COMMUNITY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE TRUSTEES IS DOCUMENTED IN THE ORGANIZATIONS PAYROLL RECORDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: BOARD MEMBERS OF THE SHEA'S O'CONNELL PRESERVATION GUILD LTD FORM A FINANCE COMMITTEE THAT OVERSEE THE FINANCIAL STATEMENT AND SELECTION OF THE AUDITORS. THE PROCESS FOR SELECTING AN INDEPENDENT AUDITOR IS DONE BY PERFORMING A REVIEW OF THE CURRENT AUDITOR EVERY THREE YEARS AND SUBMITTING A REQUEST FOR PROPOSAL IF DETERMINED NECESSARY. OTHERWISE, A REQUEST FOR PROPOSAL IS SUBMITTED APPROXIMATELY EVERY SIX YEARS. SHEA'S CONCESSIONS LLC 646 MAIN STREET BUFFALO NY 14202 161158412 CONCESSIONS - RENTAL EVENTS NY 1687295 217150 SHEA'S O'CONNELL PRESERVATION GUILD LTD 505 PEARL STREET WNY LLC 646 MAIN STREET BUFFALO NY 14202 862144331 ENGAGEMENT, EDUCATION AND COMMUNITY PROGRAMS NY 0 0 SHEA'S O'CONNELL PRESERVATION GUILD LTD 710 MAIN STREET INC 646 MAIN STREET BUFFALO NY 14202 272403430 RESTORE AND PRESERVATION OF LOCAL THEATRE NY 501(C)(3) LINE 7 SHEA'S O'CONNELL PRESERVATION GUILD LTD 1 ALL FOR ONE THEATRE PRODUCTIONS LLC 646 MAIN STREET BUFFALO NY 14202 824669108 THEATRE PRODUCTION NY N/A RELATED 1874 1330 0 1 0.20000 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 710 MAIN STREET INC L 485788 SEE SCHEDULE R, PART VII 710 MAIN STREET INC L 40000 SEE SCHEDULE R, PART VII SCHEDULE R, PART V: SHEA'S O'CONNELL PRESERVATION GUILD, LTD. (THE "GUILD"), THROUGH A MANAGEMENT AGREEMENT, WAS APPOINTED AS THE SOLE AND EXCLUSIVE REPRESENTATIVE, MANAGER, AND AGENT OF 710 MAIN STREET, INC. FOR THE PURPOSES OF SUPERVISING, MANAGING, PROMOTING, MAINTAINING, AND OPERATING 710 MAIN THEATRE. DURING THE YEAR ENDED JUNE 30, 2025, THE GUILD INCURRED OPERATING EXPENSES ON BEHALF OF 710 MAIN STREET, INC. AMOUNTS TOTALING $3,530,232 ARE RECORDED AS DUE FROM 710 MAIN STREET, INC. AS OF JUNE 30, 2025. THESE AMOUNTS ARE INTENDED TO BE REPAID TO THE GUILD BUT NO PAYMENTS HAVE BEEN MADE THROUGH THE YEAR ENDED JUNE 30, 2025. SCHEDULE R, PART V, LINE 2(1): EMPLOYEES OF 710 MAIN STREET, INC. ARE PAID BY SHEA'S O'CONNELL PRESERVATION GUILD, LTD. TOTAL AMOUNTS OF PAYROLL, EMPLOYEE BENEFITS, AND TAXES INCURRED ON BEHALF OF 710 MAIN STREET, INC. WAS $485,788 DURING THE YEAR ENDED JUNE 30, 2025. AMOUNTS HAS BEEN RECORDED AS DUE FROM 710 MAIN STREET, INC. FOR THE YEAR ENDED JUNE 30, 2025. SCHEDULE R, PART V, LINE 2(2): SHEA'S O'CONNELL PRESERVATION GUILD, LTD. (THE "GUILD) ENTERED INTO A MANAGEMENT AGREEMENT WITH 710 MAIN STREET, INC. ("710 MAIN") FOR A FIVE-YEAR TERM WITH AN ADDITIONAL FIVE-YEAR AUTOMATIC EXTENSION, IN WHICH THE GUILD WAS APPOINTED AS 710 MAIN'S SOLE AND EXCLUSIVE REPRESENTATIVE, MANAGER, AND AGENT FOR THE PURPOSES OF SUPERVISING, MANAGING, PROMOTING, MAINTAINING, AND OPERATING 710 MAIN THEATRE. MONTHLY MANAGEMENT FEES UNDER THE AGREEMENT ARE $3,333. TOTAL MANAGEMENT FEES INCURRED FOR THE YEAR ENDED JUNE 30, 2025 ARE $40,000. THE FEES INCURRED DURING THE MANAGEMENT AGREEMENT TERM HAVE NOT YET BEEN PAID BY 710 MAIN AND ARE REFLECTED AS DUE FROM 710 MAIN STREET, INC. ON THE BALANCE SHEET AS OF JUNE 30, 2025.