Form 990 for tax year 2022
Filed by HORACE BUSHNELL MEMORIAL HALL CORPORATION.
Totals
- Total revenue
- $26,052,143
- Total expenses
- $27,203,144
- Contributions and grants received
- $6,314,526
- Grants paid
- $0
- Program service revenue
- $19,179,929
- Investment income
- $557,688
- Other revenue
- $0
- Total assets, end of year
- $75,982,302
- Total liabilities, end of year
- $13,240,558
- Net assets or fund balances, end of year
- $62,741,744
- Program services expenses (Part IX)
- $19,795,802
- Management and general expenses
- $3,400,308
- Fundraising expenses
- $4,007,034
- Program service expenses (Part III)
- $19,795,802
Program services were 72.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$377,408
-
1e · Government grants (contributions)
$2,140,091
-
1f · All other contributions, gifts and grants
$3,797,027
-
1g · Noncash contributions included above
$153,714
-
2a · Program service revenue: EVENT REVENUE
total $16,552,225 · related or exempt $16,552,225
-
2b · Program service revenue: OTHER EARNED INCOME
total $2,627,704 · related or exempt $2,586,258 · unrelated business $41,446
-
3 · Investment income
total $557,688 · excluded $557,688
-
8a · Fundraising events: gross income
$186,307
-
8a · Fundraising events: contributions included on line 1c
$377,408
-
8b · Fundraising events: direct expenses
$186,307
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,251,605 · program services $796,998 · management and general $275,682 · fundraising $178,925
-
7 · Other salaries and wages
total $5,795,670 · program services $3,601,808 · management and general $1,341,570 · fundraising $852,292
-
8 · Pension plan contributions
total $112,966 · program services $82,791 · management and general $16,932 · fundraising $13,243
-
9 · Other employee benefits
total $1,547,135 · program services $1,133,872 · management and general $231,899 · fundraising $181,364
-
10 · Payroll taxes
total $475,787 · program services $295,685 · management and general $110,134 · fundraising $69,968
-
11b · Fees: legal
total $118,361 · program services $81,870 · management and general $36,491
-
11c · Fees: accounting
total $60,425 · management and general $60,425
-
11d · Fees: lobbying
total $48,000 · program services $48,000
-
11e · Fees: professional fundraising services
total $189,040 · fundraising $189,040
-
11f · Fees: investment management
total $89,687 · management and general $89,687
-
11g · Fees: other
total $1,022,137 · program services $682,799 · management and general $142,503 · fundraising $196,835
-
12 · Advertising and promotion
total $1,402,183 · program services $1,308,415 · fundraising $93,768
-
13 · Office expenses
total $1,200,876 · program services $713,148 · management and general $437,866 · fundraising $49,862
-
16 · Occupancy
total $2,442,258 · program services $1,221,129 · management and general $244,226 · fundraising $976,903
-
17 · Travel
total $373,541 · program services $197,413 · management and general $78,709 · fundraising $97,419
-
20 · Interest
total $150,250 · program services $75,125 · management and general $15,024 · fundraising $60,101
-
22 · Depreciation, depletion and amortization
total $1,995,691 · program services $997,846 · management and general $199,569 · fundraising $798,276
-
23 · Insurance
total $270,094 · program services $135,047 · management and general $27,009 · fundraising $108,038
-
24a · Other expenses: PERFORMERS FEES
total $8,073,559 · program services $8,069,059 · fundraising $4,500
-
24b · Other expenses: EDUCATION PROGRAM EXPEN
total $210,246 · program services $210,246
-
24c · Other expenses: DONOR RECOGNITION
total $130,718 · fundraising $130,718
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $126,366 · program services $59,614 · management and general $60,970 · fundraising $5,782
-
24e · All other expenses
total $116,549 · program services $84,937 · management and general $31,612
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $12,793,085 · end of year $9,325,313
-
3 · Pledges and grants receivable
beginning of year $1,630,185 · end of year $971,912
-
4 · Accounts receivable
beginning of year $1,072,663 · end of year $252,328
-
9 · Prepaid expenses and deferred charges
beginning of year $306,630 · end of year $569,800
-
10a · Land, buildings and equipment: cost or other basis
$77,740,303
-
10b · Land, buildings and equipment: accumulated depreciation
$41,742,469
-
10c · Land, buildings and equipment, net
beginning of year $36,393,145 · end of year $35,997,834
-
11 · Investments: publicly traded securities
beginning of year $24,888,420 · end of year $25,844,667
-
12 · Investments: other securities
beginning of year $624,316 · end of year $665,960
-
15 · Other assets
beginning of year $2,201,596 · end of year $2,354,488
-
17 · Accounts payable and accrued expenses
beginning of year $3,737,428 · end of year $2,084,841
-
19 · Deferred revenue
beginning of year $9,316,528 · end of year $6,890,651
-
23 · Secured mortgages and notes payable
beginning of year $4,707,981 · end of year $4,265,066
-
27 · Net assets without donor restrictions
beginning of year $45,263,718 · end of year $46,017,348
-
28 · Net assets with donor restrictions
beginning of year $16,884,385 · end of year $16,724,396
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
PRESENTING & PRODUCING THEATRICAL PROPERTIES, CULTURAL PROGRAMS & EDUCATIONAL ACTIVITIES.
-
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.
Expenses $19,795,802 · Revenue $19,138,483
As filed on the 2022 return.
Listed in Part VII
-
Andrew R WorthingtonANDREW R WORTHINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Antoinette LazarusANTOINETTE LAZARUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Arnold C GreenbergARNOLD C GREENBERG
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
Bernard SchilbergBERNARD SCHILBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Beth CostelloBETH COSTELLO
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5 + 0.2 related
-
Bonnie BrownBONNIE BROWN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
Carl PetersonCARL PETERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles H KlippelCHARLES H KLIPPEL
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Corliss MontesiCORLISS MONTESI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David G NordDAVID G NORD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
David M RothDAVID M ROTH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
David PaulsonDAVID PAULSON
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Dianne BogoianDIANNE BOGOIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Donna CollinsDONNA COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Edison T Liu MDEDISON T LIU MD
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Edwin Shirley IIIEDWIN SHIRLEY III
ASST SECRETARY/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
Eric D DanielsERIC D DANIELS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
Harry A DalessioHARRY A DALESSIO
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Henry M ZachsHENRY M ZACHS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
James A CalhounJAMES A CALHOUN
TRUSTEE/ASST SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Jay S BenetJAY S BENET
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
Jeff WhiteJEFF WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey FlaksJEFFREY FLAKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey S HoffmanJEFFREY S HOFFMAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
Jill HutenskyJILL HUTENSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John GuyJOHN GUY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen S LynchKAREN S LYNCH
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin SmithKEVIN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Lawrence C StarrLAWRENCE C STARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marilda GandaraMARILDA GANDARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark N MandellMARK N MANDELL
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Marty GuayMARTY GUAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Noreen KidwaiNOREEN KIDWAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebecca LoreeREBECCA LOREE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
Robert E PatricelliROBERT E PATRICELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
Rodney O PowellRODNEY O POWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Rohan FreemanROHAN FREEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ronald UtterbeckRONALD UTTERBECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Steven M GreenspanSTEVEN M GREENSPAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas O BarnesTHOMAS O BARNES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.2 related
-
David FayDAVID FAY
PRESIDENT & CEO
- Total calculated
- $628,801
- From this org
- $567,801
- From related orgs
- $0
- Other
- $61,000
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $567,801
- Bonus
- $0
- Other
- $0
- Deferred
- $61,000
- Nontaxable benefits
- $0
- Filer's total
- $628,801
-
Elizabeth CasasnovasELIZABETH CASASNOVAS
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $215,675
- From this org
- $201,875
- From related orgs
- $0
- Other
- $13,800
- Hours/week
- 40 + 0.2 related
Schedule J breakdown matched by us
- Base
- $201,875
- Bonus
- $0
- Other
- $0
- Deferred
- $13,591
- Nontaxable benefits
- $209
- Filer's total
- $215,675
-
Eric WaldmanERIC WALDMAN
OUTGOING VP PROGRAMMING
- Total calculated
- $44,015
- From this org
- $39,116
- From related orgs
- $0
- Other
- $4,899
- Hours/week
- 40
-
Patricia JacksonPATRICIA JACKSON
CHIEF FINANCIAL OFFICER
- Total calculated
- $209,119
- From this org
- $184,218
- From related orgs
- $0
- Other
- $24,901
- Hours/week
- 40 + 0.2 related
Schedule J breakdown matched by us
- Base
- $184,218
- Bonus
- $0
- Other
- $0
- Deferred
- $12,606
- Nontaxable benefits
- $12,295
- Filer's total
- $209,119
-
Yolande SpearsYOLANDE SPEARS
SENIOR VP EDUCATION
- Total calculated
- $187,812
- From this org
- $149,475
- From related orgs
- $0
- Other
- $38,337
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,475
- Bonus
- $0
- Other
- $0
- Deferred
- $10,864
- Nontaxable benefits
- $27,473
- Filer's total
- $187,812
-
Dawn Peterson JonesDAWN PETERSON JONES
SENIOR DIRECTOR/ HR
- Total calculated
- $131,844
- From this org
- $113,313
- From related orgs
- $0
- Other
- $18,531
- Hours/week
- 40
-
Julie MeehanJULIE MEEHAN
DIRECTOR CORPORATE & FOUNDATION RELATIONS
- Total calculated
- $122,501
- From this org
- $111,090
- From related orgs
- $0
- Other
- $11,411
- Hours/week
- 40
-
Michael SivoMICHAEL SIVO
TECHNICAL DIRECTOR PROGRAMMING
- Total calculated
- $157,514
- From this org
- $114,107
- From related orgs
- $0
- Other
- $43,407
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,107
- Bonus
- $0
- Other
- $0
- Deferred
- $7,748
- Nontaxable benefits
- $35,659
- Filer's total
- $157,514
-
Patrick LangevinPATRICK LANGEVIN
ASSOCIATE VICE PRESIDENT PROGRAMMING
- Total calculated
- $136,776
- From this org
- $103,690
- From related orgs
- $0
- Other
- $33,086
- Hours/week
- 40
-
Stephanie FriedSTEPHANIE FRIED
VICE PRESIDENT CRM & MARKETING
- Total calculated
- $155,302
- From this org
- $141,787
- From related orgs
- $0
- Other
- $13,515
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,787
- Bonus
- $0
- Other
- $0
- Deferred
- $9,800
- Nontaxable benefits
- $3,715
- Filer's total
- $155,302
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMUNITY DEVELOPMENT INITIATIVES FOUNDATION INC
501(C)(3) · IMPROVE AND ADVANCE THE VIABILITY OF THE CITY OF HARTFORD · CT · controlled entity
Directly controlled by THE HORACE BUSHNELL MEMORIAL HALL CORPORATION
-
501(C)(3) · EDUCATIONAL AND CULTURAL ACTIVITIES FOR THE ARTS · CT · controlled entity
Directly controlled by THE HORACE BUSHNELL MEMORIAL HALL CORPORATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BUSHNELL MANAGEMENT SERVICES LLC
VENUE MANAGEMENT · CT · income $0 · assets $0
Directly controlled by THE HORACE BUSHNELL MEMORIAL HALL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441139349301304
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