2024-04-22T10:16:57-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060662112 THE HORACE BUSHNELL MEMORIAL HALL CORPORATION HORA 8609876000 166 CAPITOL AVENUE HARTFORD CT 061061621 BRYAN SOLTIS VP FINANCE 8609876000 2024-04-22 1 BRYAN SOLTIS 999009999 0 PAUL BALLASY P00852868 9592007000 2024-04-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYAN SOLTIS 166 CAPITOL AVENUE HARTFORD CT 061061621 26238450 0 X WWW.BUSHNELL.ORG X 1919 CT PRESENTING & PRODUCING THEATRICAL PROPERTIES, CULTURAL PROGRAMS & EDUCATIONAL ACTIVITIES. 35 35 336 600 41446 0 12897587 6314526 12133746 19179929 300062 557688 0 0 25331395 26052143 0 0 0 0 7873354 9183163 215260 189040 4007034 14498121 17830941 22586735 27203144 2744660 -1151001 79910040 75982302 17761937 13240558 62148103 62741744 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 19795802 19138483 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. 19795802 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 0 0 0 1 251 0 1 336 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 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 ANDREW R WORTHINGTON TRUSTEE 0.50 X 0 0 0 ANTOINETTE LAZARUS TRUSTEE 0.50 X 0 0 0 ARNOLD C GREENBERG TREASURER 1.00 0.20 X X 0 0 0 BERNARD SCHILBERG TRUSTEE 0.50 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 CHARLES H KLIPPEL OUTGOING 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 DAVID PAULSON OUTGOING TRUSTEE 0.50 X 0 0 0 DIANNE BOGOIAN TRUSTEE 0.50 X 0 0 0 DONNA COLLINS TRUSTEE 0.50 X 0 0 0 EDISON T LIU MD OUTGOING TRUSTEE 0.50 X 0 0 0 EDWIN SHIRLEY III ASST SECRETARY/VICE CHAIR 1.00 0.20 X X 0 0 0 ERIC D DANIELS SECRETARY 1.00 0.20 X X 0 0 0 HARRY A DALESSIO OUTGOING TRUSTEE 0.50 X 0 0 0 HENRY M ZACHS VICE CHAIR 0.50 X X 0 0 0 JAMES A CALHOUN TRUSTEE/ASST 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 KAREN S LYNCH OUTGOING 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 MARILDA GANDARA 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 0.20 X X 0 0 0 ROBERT E PATRICELLI TRUSTEE 1.00 0.20 X 0 0 0 RODNEY O POWELL 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 X 0 0 0 THOMAS O BARNES VICE CHAIR 1.00 0.20 X X 0 0 0 DAVID FAY PRESIDENT & CEO 40.00 X 567801 0 61000 ELIZABETH CASASNOVAS CHIEF DEVELOPMENT OFFICER 40.00 0.20 X 201875 0 13800 ERIC WALDMAN OUTGOING VP PROGRAMMING 40.00 X 39116 0 4899 PATRICIA JACKSON CHIEF FINANCIAL OFFICER 40.00 0.20 X 184218 0 24901 YOLANDE SPEARS SENIOR VP EDUCATION 40.00 X 149475 0 38337 DAWN PETERSON JONES SENIOR DIRECTOR/ HR 40.00 X 113313 0 18531 JULIE MEEHAN DIRECTOR CORPORATE & FOUNDATION RELATIONS 40.00 X 111090 0 11411 MICHAEL SIVO TECHNICAL DIRECTOR PROGRAMMING 40.00 X 114107 0 43407 PATRICK LANGEVIN ASSOCIATE VICE PRESIDENT PROGRAMMING 40.00 X 103690 0 33086 STEPHANIE FRIED VICE PRESIDENT CRM & MARKETING 40.00 X 141787 0 13515 1726472 0 262887 12 0 1 0 PHILIP TOUR LIMITED LIABILITY COMPANY 1501 BROADWAY 24TH FLOOR NEW YORK NY 10036 SHOW - HAMILTON 4051560 RM BRADLEY MANAGEMENT CORPORATION 225 ASYLUM ST 15TH FLR HARTFORD CT 06103 MAINTENANCE 2033483 AUTUMN SMILE US TOUR LIMITED LIABILITY C 260 WEST 44TH STREET SUITE 600 NEW YORK NY 10036 SHOW - DEAR EVAN HANSEN 1123938 THE ASSOCIATED CONSTRUCTION COMPANY 55 AIRPORT ROAD SUITE 206 HARTFORD CT 06114 MORTENSEN STAIR PROJECT 793686 JLY CONSTRUCTION MANAGERS 990 STATE STREET NEW HAVEN CT 06511 ELEVATOR MODERNIZATION PROJECT 698750 28 377408 2140091 3797027 153714 6314526 EVENT REVENUE 711110 16552225 16552225 OTHER EARNED INCOME 711110 2627704 2586258 41446 19179929 557688 557688 186307 377408 186307 0 26052143 19138483 41446 557688 1251605 796998 275682 178925 5795670 3601808 1341570 852292 112966 82791 16932 13243 1547135 1133872 231899 181364 475787 295685 110134 69968 118361 81870 36491 60425 60425 48000 48000 189040 189040 89687 89687 1022137 682799 142503 196835 1402183 1308415 93768 1200876 713148 437866 49862 2442258 1221129 244226 976903 373541 197413 78709 97419 150250 75125 15024 60101 1995691 997846 199569 798276 270094 135047 27009 108038 PERFORMERS FEES 8073559 8069059 4500 EDUCATION PROGRAM EXPEN 210246 210246 DONOR RECOGNITION 130718 130718 DUES AND SUBSCRIPTIONS 126366 59614 60970 5782 116549 84937 31612 27203144 19795802 3400308 4007034 12793085 9325313 1630185 971912 1072663 252328 306630 569800 77740303 41742469 36393145 35997834 24888420 25844667 624316 665960 2201596 2354488 79910040 75982302 3737428 2084841 9316528 6890651 4707981 4265066 17761937 13240558 X 45263718 46017348 16884385 16724396 62148103 62741744 79910040 75982302 X -1151001 1564577 180065 X 0 1 X 1 1 1 X 5542012 5886560 16069660 12897587 6314526 46710345 32540744 8183430 161300 12060909 19138483 72084866 38082756 14069990 16230960 24958496 25453009 118795211 239567 319500 868808 1505024 277000 3209899 0 239567 319500 868808 1505024 277000 3209899 115585312 923384 617991 393318 375802 557688 2868183 923384 617991 393318 375802 557688 2868183 127135 112107 58207 72179 41446 411074 39133275 14800088 16682485 25406477 26052143 122074468 0.94680 0.94520 0.02350 0.02320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48000 48000 27155144 27203144 1000000 250000 0 0 1000000 594136 1000000 1000000 3594136 5391204 48000 48000 48000 48000 192000 250000 148534 250000 250000 898534 1347801 580857 X X 0 26128524 2041457 995210 27174771 28128551 5321104 -6429927 891204 26128524 24920821 261191 5987219 3040680 28128551 26788198 3522905 188085 5578367 24920821 23178155 3106136 1083343 579436 26788198 0.40200 0.58400 0.01400 1 0 969843 969843 72957779 41742469 31215310 3190197 3190197 622484 622484 35997834 X PART III, LINE 4: THE ORGANIZATION OWNS A NUMBER OF PIECES OF ARTWORK THAT ARE ON DISPLAY IN THE VENUE FOR PUBLIC APPRECIATION. 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, 2023 AND 2022. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE BUSHNELL AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, 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 2020 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 556798 189040 367758 556798 189040 367758 CT OVATIONS GALA 563715 377408 186307 68031 118276 563715 377408 186307 68031 118276 186307 0 X X X X 0 0 0 0 0 0 0 0 0 DAVID FAY PRESIDENT & CEO 567801 0 0 0 0 0 61000 0 0 0 628801 0 0 0 ELIZABETH CASASNOVAS CHIEF DEVELOPMENT OFFICER 201875 0 0 0 0 0 13591 0 209 0 215675 0 0 0 PATRICIA JACKSON CHIEF FINANCIAL OFFICER 184218 0 0 0 0 0 12606 0 12295 0 209119 0 0 0 YOLANDE SPEARS SENIOR VP EDUCATION 149475 0 0 0 0 0 10864 0 27473 0 187812 0 0 0 MICHAEL SIVO TECHNICAL DIRECTOR PROGRAMMING 114107 0 0 0 0 0 7748 0 35659 0 157514 0 0 0 STEPHANIE FRIED VICE PRESIDENT CRM & MARKETING 141787 0 0 0 0 0 9800 0 3715 0 155302 0 0 0 X 9 153714 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 90,000. GAIN ON INTEREST RATE SWAP 90,065. BUSHNELL MANAGEMENT SERVICES LLC 166 CAPITOL AVENUE HARTFORD CT 06106 272392200 VENUE MANAGEMENT CT 0 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0