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Nonprofiteer
← CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS

Form 990 for tax year 2023

Filed by CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS.

Totals

Total revenue
$7,728,873
Total expenses
$7,899,552
Contributions and grants received
$1,675,339
Grants paid
$0
Program service revenue
$5,424,425
Investment income
$210,554
Other revenue
$418,555
Total assets, end of year
$17,996,227
Total liabilities, end of year
$1,426,455
Net assets or fund balances, end of year
$16,569,772
Program services expenses (Part IX)
$6,740,079
Management and general expenses
$909,788
Fundraising expenses
$249,685
Program service expenses (Part III)
$6,740,079

Program services were 85.3% 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.

  • 1a · Federated campaigns

    $8,000

  • 1c · Fundraising events

    $20,790

  • 1e · Government grants (contributions)

    $977,330

  • 1f · All other contributions, gifts and grants

    $669,219

  • 1g · Noncash contributions included above

    $9,064

  • 2a · Program service revenue: TICKET SALES & RELATED

    total $4,169,495 · related or exempt $4,169,495

  • 2b · Program service revenue: RENTAL OPERATIONS

    total $1,008,020 · related or exempt $1,008,020

  • 2c · Program service revenue: MANAGEMENT FEES

    total $229,910 · related or exempt $229,910

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $17,000 · related or exempt $17,000

  • 3 · Investment income

    total $209,407 · excluded $209,407

  • 7a · Gross sales of assets other than inventory

    securities $7,458,707

  • 7b · Less cost or other basis and sales expenses

    securities $7,457,560

  • 7c · Gain or loss

    securities $1,147

  • 7d · Net gain or loss

    total $1,147 · excluded $1,147

  • 8a · Fundraising events: gross income

    $110,245

  • 8a · Fundraising events: contributions included on line 1c

    $20,790

  • 8b · Fundraising events: direct expenses

    $48,743

  • 8c · Net income from fundraising events

    total $61,502 · excluded $61,502

  • 10a · Gross sales of inventory

    $272,574

  • 10b · Cost of goods sold

    $105,377

  • 10c · Net income from sales of inventory

    total $167,197 · excluded $167,197

  • 11a · Other revenue: OTHER INCOME

    total $189,856 · excluded $189,856

  • 11e · Other revenue, total

    $189,856

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $169,316 · program services $73,743 · management and general $79,501 · fundraising $16,072

  • 7 · Other salaries and wages

    total $1,917,976 · program services $1,666,953 · management and general $101,745 · fundraising $149,278

  • 8 · Pension plan contributions

    total $10,479 · program services $7,536 · management and general $316 · fundraising $2,627

  • 9 · Other employee benefits

    total $466,011 · program services $430,026 · management and general $18,629 · fundraising $17,356

  • 10 · Payroll taxes

    total $213,514 · program services $188,203 · management and general $6,933 · fundraising $18,378

  • 11a · Fees: management

    total $150,000 · management and general $150,000

  • 11d · Fees: lobbying

    total $35,500 · management and general $35,500

  • 11g · Fees: other

    total $298,868 · program services $255,086 · management and general $39,057 · fundraising $4,725

  • 12 · Advertising and promotion

    total $556,955 · program services $532,023 · management and general $23,636 · fundraising $1,296

  • 13 · Office expenses

    total $83,265 · program services $5,092 · management and general $72,953 · fundraising $5,220

  • 14 · Information technology

    total $23,689 · program services $161 · management and general $23,178 · fundraising $350

  • 15 · Royalties

    total $238,165 · program services $238,165

  • 16 · Occupancy

    total $409,154 · program services $385,708 · management and general $22,288 · fundraising $1,158

  • 17 · Travel

    total $91,493 · program services $42,988 · management and general $22,302 · fundraising $26,203

  • 19 · Conferences, conventions and meetings

    total $10,123 · program services $1,618 · management and general $7,926 · fundraising $579

  • 22 · Depreciation, depletion and amortization

    total $430,712 · program services $430,712

  • 23 · Insurance

    total $51,822 · program services $51,822

  • 24a · Other expenses: ARTISTIC FEES AND EXPEN

    total $2,182,027 · program services $2,182,027

  • 24b · Other expenses: TICKETING SERVICES

    total $216,904 · program services $134,214 · management and general $82,690

  • 24c · Other expenses: ADMIN OVERHEAD

    total $160,000 · program services $64,000 · management and general $96,000

  • 24d · Other expenses: OTHER EXPENSES

    total $108,425 · program services $49,440 · management and general $52,542 · fundraising $6,443

  • 24e · All other expenses

    total $75,154 · program services $562 · management and general $74,592

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,020 · end of year $8,021

  • 2 · Savings and temporary cash investments

    beginning of year $2,195,700 · end of year $2,238,770

  • 3 · Pledges and grants receivable

    beginning of year $488,799 · end of year $664,927

  • 4 · Accounts receivable

    beginning of year $172,292 · end of year $273,125

  • 8 · Inventories for sale or use

    beginning of year $7,316 · end of year $14,996

  • 9 · Prepaid expenses and deferred charges

    beginning of year $59,598 · end of year $71,958

  • 10a · Land, buildings and equipment: cost or other basis

    $12,305,551

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,286,170

  • 10c · Land, buildings and equipment, net

    beginning of year $8,012,651 · end of year $9,019,381

  • 11 · Investments: publicly traded securities

    beginning of year $2,937,053 · end of year $2,117,679

  • 12 · Investments: other securities

    beginning of year $3,517,894 · end of year $3,587,370

  • 17 · Accounts payable and accrued expenses

    beginning of year $421,485 · end of year $694,901

  • 19 · Deferred revenue

    beginning of year $462,564 · end of year $731,554

  • 27 · Net assets without donor restrictions

    beginning of year $15,642,044 · end of year $15,908,337

  • 28 · Net assets with donor restrictions

    beginning of year $873,230 · end of year $661,435

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

SEE SCHEDULE O

  • 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 FULLY REPOINTING THE REMAINING BRICK WALLS, UPGRADING ALL FLUORESCENT LIGHTS TO LED FIXTURES, AND A COMPLETE UPGRADE TO THE THEATRES' AUDIO SYSTEM. THERE WERE 26 RENTAL EVENTS IN THE THEATRE DURING THE FISCAL YEAR THAT SERVED OVER 17,500 PEOPLE WHICH INCLUDED: "NEW HAVEN BALLET'S NUTCRACKER", "CALL FORTH A WOMAN", "YALE OPERA'S A RAKE'S PROGRESS AND A VARIETY OF COMMUNITY-BASED MEETINGS AND SEMINARS.

    Expenses $2,534,137 · Revenue $1,275,864

  • 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 FY24 WELCOMED OVER 75,000 PATRONS TO 84 EVENTS. PRESENTATIONS INCLUDED: "COME FROM AWAY", "A CHRISTMAS CAROL", "DANCE THEATRE OF HARLEM", "KEVIN HART", "GARY CLARK JR.", AND MORE. THE BROADWAY MUSICAL "ANNIE" SOLD OVER 90% OF AVAILABLE TICKETS.

    Expenses $3,948,737 · Revenue $3,742,431

  • 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 17,000 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.

    Expenses $257,205 · Revenue $406,130

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chad Whittington

    PRESIDENT & CEO

    Total calculated
    $411,395
    From this org
    $0
    From related orgs
    $345,850
    Other
    $65,545
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,119 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $17,731 related
    Deferred
    $0 + $43,105 related
    Nontaxable benefits
    $0 + $22,440 related
    Filer's total
    $0 + $411,395 related

  • Anthony McDonald

    VP/EXECUTIVE DIRECTOR

    Total calculated
    $161,735
    From this org
    $151,533
    From related orgs
    $0
    Other
    $10,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,535
    Bonus
    $0
    Other
    $16,998
    Deferred
    $8,726
    Nontaxable benefits
    $1,476
    Filer's total
    $161,735

  • Lakisha Jordan

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • William McAndrew

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Michael Bailey

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ruby Melton

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Andrew Alden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Amero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shay Atluru

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Medria Blue-Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Brandes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alexander Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Ellen Cody

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacquelyn Courtmanche

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Crane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Justin Elicker

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • John Emra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Dolores Garcia-Blocker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Herlihy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adriane Jefferson

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Christopher Liddy

    DIRECTOR (BEGAN 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Patricia Melton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Migliore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jesse Phillips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Franklyn Reynolds

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erik Scaranuzzo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Schoedinger

    EX-OFFICIO (BEGAN 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Leonardo Suzio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fallon Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rich Helmreich

    EX-OFFICIO (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    1

  • Karaine Holness

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff L Hubbard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

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, 2024, THE RELATED ORGANIZATION CONTRIBUTED $25,000 TO THIS PLAN FOR HIS FUTURE BENEFIT.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAPA INC

    C · DORMANT · OH

    Directly controlled by COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS

  • PALACE THEATRE MANAGER LLC

    C · MAJORITY OWNER OF CAPA PROPERTIES, LLC · OH

    Directly controlled by COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS

Provenance

Return type
form_990
Tax year
2023
Filed
13 December 2024
IRS schema version
2023v5.1
Source object
202433489349301128

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