Horace Bushnell Memorial Hall Corporation in Hartford, Connecticut (CT)

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Horace Bushnell Memorial Hall Corporation
Employer Identification Number (EIN)060662112
Name of OrganizationHorace Bushnell Memorial Hall Corporation
Address166 Capitol Ave, Hartford, CT 06106-1621
ActivitiesOther cultural or historical activities, Other school related activities
SubsectionCharitable Organization
Ruling Date11/1934
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$61,904,654
Amount of Income$19,511,545
Form 990 Revenue Amount$17,784,508
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Performing Arts Centers


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Amount of income in 2013: $19,511,545
This organization: 

 $19,511,545
Other organizations performing similar types of work: 

 $1,081,163

Assets in 2013: $61,904,654
This organization: 

 $61,904,654
Other organizations performing similar types of work: 

 $1,375,711

Expenses in 2013: $16,977,600
Horace Bushnell Memorial Hall Corporation: 

 $16,977,600
Other organizations performing similar types of work: 

 $939,880

Income to expenses ratio in 2013: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 83.3%
Horace Bushnell Memorial Hall Corporation: 

 83.3%
Other organizations performing similar types of work: 

 79.1%

Number of employees in 2013: 103
Horace Bushnell Memorial Hall Corporation: 

 103
Other organizations performing similar types of work: 

 26

Employees paid over $100,000 in 2013: 8.7%
Horace Bushnell Memorial Hall Corporation: 

 8.7%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 38.0%
Horace Bushnell Memorial Hall Corporation: 

 38.0%
Other organizations performing similar types of work: 

 41.6%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?Yes
Is the organization required to complete Schedule B, Schedule of Contributors?Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?Yes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?Yes
Did the organization report an amount for land, buildings, and equipment?Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?No
Did the organization report an amount for other assets that is 5% or more of its total assets?Yes
Did the organization report an amount for other liabilities?Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?Yes
Did the organization obtain separate, independent audited financial statements for the tax year?Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?No
Is the organization a school described in section 170(b)(1)(A)(ii)?No
Did the organization maintain an office, employees, or agents outside of the United States?No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?Yes
Did the organization report more than $15,000 of gross income from gaming activities?No
Did the organization operate one or more hospital facilities?No
Did the organization attach a copy of its audited financial statements?No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?No
A family member of a current or former officer, director, trustee, or key employee?No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?No
Did the organization receive more than $25,000 in non-cash contributions?No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?No
Did the organization liquidate, terminate, or dissolve and cease operations?No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?Yes
Was the organization related to any tax-exempt or taxable entity?Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?Yes
Did the organization make any transfers to an exempt non-charitable related organization?No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?No
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096130
The number of Forms W-2G0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return103
Did the organization file all required federal employment tax returns?Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?No
Did the organization file Form 8886-T?No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?Yes
Did the organization notify the donor of the value of the goods or services provided?Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?No
Did the sponsoring organization make any taxable distributions under section 4966?No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?No
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?No
The amount of tax-exempt interest received or accrued during the year$0
Is the organization licensed to issue qualified health plans in more than one state?No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0
The amount of reserves on hand$0
Did the organization receive any payments for indoor tanning services during the tax year?No
Has it filed a Form 720 to report these payments?No
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,223,995
Total reportable compensation from related organizations$0
Total estimated amount of other compensation from the organization and related organizations$151,471
Total number of individuals who received more than $100,000 of reportable compensation from the organization7
Total number of independent contractors who received more than $100,000 of compensation from the organization2
Statement of Revenue
201120122013
Total revenue$12,816,611$21,654,246$17,784,508
Contributions, Gifts, Grants and Other Similar Amounts$3,305,951$2,852,357$6,752,416
Program Service Revenue$9,023,062$17,089,774$10,641,938
Theater Companies and Dinner Theaters $10,058,820
Theater Companies and Dinner Theaters $583,118
All other program service revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$117,835$287,547$323,637
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$223,542$1,274,568$75,732
Gross amount from sales of assets other than inventory (Securities / Other)$3,344,319 / $0$2,045,286 / $0$1,712,463 / $0
Less: cost or other basis and sales expenses (Securities / Other)$3,120,777 / $0$770,718 / $0$1,636,731 / $0
Gain or (loss) (Securities / Other)$223,542 / $0$1,274,568 / $0$75,732 / $0
Net income/loss from fundraising events$26,221$0$0
Gross income from fundraising events$93,890$83,889$90,306
Less: direct expenses$67,669$83,889$90,306
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$120,000$150,000$-9,215
Theater Companies and Dinner Theaters $-9,215
All other revenue$0
Statement of Functional Expenses
201120122013
Total functional expenses$15,627,892$23,524,343$16,977,600
Grants and other assistance to domestic organizations and domestic governments$0
Grants and other assistance to domestic individuals$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, trustees, and key employees$775,631$816,078$872,066
Compensation not included above, to disqualified persons$0
Other salaries and wages$3,479,456$4,128,661$3,867,971
Pension plan accruals and contributions$188,597
Other employee benefits$698,047
Payroll taxes$287,939$340,892$325,875
Fees for services (non-employees)
Management$0
Legal$32,316
Accounting$47,825
Lobbying$48,000
Professional fundraising services$0$0$0
Investment management fees$23,924
Other$0
Advertising and promotion$1,323,514
Office expenses$102,997
Information technology$0
Royalties$0
Occupancy$350,129
Travel$230,061
Payments of travel or entertainment expenses for any federal, state, or local public officials$0
Conferences, conventions, and meetings$69,809
Interest$452,167
Payments to affiliates$0
Depreciation, depletion, and amortization$1,405,249
Insurance$439,469
Other expenses$3,357,360
Other expenses$713,274
Other expenses$558,115
Other expenses$452,475
Other expenses$1,418,360
Balance Sheet
201120122013
Total assets$66,284,921$61,466,419$61,904,654
Cash - non-interest-bearing$1,319,984
Savings and temporary cash investments$687,133
Pledges and grants receivable, net$2,577,861
Accounts receivable, net$639,813
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0
Notes and loans receivable, net$0
Inventories for sale or use$0
Prepaid expenses and deferred charges$162,107
Land, buildings, and equipment: cost or other basis$43,000,433
Investments - publicly traded securities$9,176,357
Investments - other securities$118,687
Investments - program-related$0
Intangible assets$0
Other assets$4,222,279
Total liabilities$21,178,822$19,867,793$18,211,151
Accounts payable and accrued expenses$1,693,019
Grants payable$0
Deferred revenue$3,798,600
Tax-exempt bond liabilities$12,156,408$14,008,000$12,492,000
Escrow or custodial account liability$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$227,532
Total net assets or fund balances$45,106,099$41,598,626$43,693,503
Unrestricted net assets$33,879,831
Temporarily restricted net assets$2,500,067
Permanently restricted net assets$7,313,605
Capital stock or trust principal, or current funds$0
Paid-in or capital surplus, or land, building, or equipment fund$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$71,710,907
Subtotal$81,194,640
Gifts, grants, contributions, and membership fees received$18,802,436
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$62,392,204
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$9,483,733
Amounts received from disqualified persons$9,483,733
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$83,961,476
Public support$81,194,640
Subtotal$2,518,415
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$2,518,415
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$248,421
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$24,165,342$20,191,546$16,540,001$20,650,843$15,456,419$24,664,830$17,002,364$20,626,660
Contributions, gifts, grants, and similar amounts received$13,869,417$7,581,393$4,257,082$7,815,397$3,799,155$5,921,467$4,667,178$5,417,936
Contributions to donor advised funds$0$0
Direct public support$6,442,400$5,998,178$3,054,787$6,618,042$3,721,637$5,921,467$4,667,178$3,309,865
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$7,427,017$1,583,215$1,202,295$1,197,355$77,518$0$0$2,108,071
Program service revenue including government fees and contracts$9,142,491$11,996,438$12,802,640$13,468,229$10,500,049$17,587,141$10,650,620$14,555,915
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$794,966$729,739$417,011$411,279$567,051$883,729$1,433,029$430,305
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$311,307$-644,954$-957,782$-1,063,089$579,191$150,305$117,422$95,316
Gross amount from sales of assets other than inventory$312,198$0$0$0$579,191$150,305$117,422$95,316
Less: cost or other basis and sales expenses$891$644,954$957,782$1,063,089$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$47,161$528,930$21,050$19,027$10,973$122,188$134,115$127,188
Total expenses$14,507,298$20,635,993$20,375,064$20,240,213$18,157,956$23,539,641$17,438,120$21,590,618
Program services$9,073,556$13,572,484$13,637,863$16,420,948$14,385,290$19,995,639$14,056,701$17,989,657
Management and general$4,167,013$5,428,321$5,443,096$2,798,571$2,700,712$2,549,431$2,414,965$2,629,029
Fundraising$1,266,729$1,635,188$1,294,105$1,020,694$1,071,954$994,571$966,454$971,932
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$58,287,471$55,324,694$52,424,608$55,474,922$53,183,476$55,044,737$56,276,477$54,047,243
Excess or (deficit) for the year$9,658,044$-444,447$-3,835,063$410,630$-2,701,537$1,125,189$-435,756$-963,958
Net assets or fund balances at beginning of year$51,338,365$58,287,471$55,324,694$52,424,608$55,474,922$53,183,476$55,044,737$56,276,477
Other changes in net assets or fund balances$-2,708,938$-2,518,330$934,977$2,639,684$410,091$736,072$1,667,496$-1,265,276
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$21,590,618$17,989,657$2,629,029$971,932
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$974,116$265,686$535,755$172,675
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$4,085,560$2,982,637$738,594$364,329
Pension plan contributions not included above$132,337$104,242$10,891$17,204
Employee benefits not included above$622,913$452,364$170,549$0
Payroll taxes$340,315$233,980$71,786$34,549
Professional fundraising fees$0$0$0$0
Accounting fees$47,925$0$47,925$0
Legal fees$29,063$765$28,022$276
Supplies$130,689$84,374$42,190$4,125
Telephone$80,045$0$80,045$0
Postage and shipping$91,615$57,457$7,258$26,900
Occupancy$934,572$889,338$35,336$9,898
Equipment rental and maintenance$90,589$54,992$35,522$75
Printing and publications$136,405$75,290$692$60,423
Travel$281,568$194,787$69,255$17,526
Conferences, conventions, and meetings$57,424$17,228$35,453$4,743
Interest$911,810$911,810$0$0
Depreciation, depletion, etc.$1,534,034$1,526,924$0$7,110
Other expenses not covered above$11,109,638$10,137,783$719,756$252,099
Balance Sheets
20002001200220032004200520062007
Total assets$82,917,981$84,084,131$79,907,316$80,772,369$78,110,408$77,867,714$79,976,410$75,207,225
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$6,094,276$3,928,849$3,253,175$2,387,198$5,066,884$3,000,872$4,269,496$3,256,209
Accounts receivable less allowance for doubtful accounts$126,701$391,688$242,749$269,667$190,902$135,834$279,157$315,891
Pledges receivable less allowance for doubtful accounts$8,853,960$6,576,346$5,415,398$6,782,124$3,250,021$3,327,191$2,996,475$2,341,569
Grants receivable$2,301,557$2,891,450$1,990,536$741,658$945,500$1,188,768$839,341$499,977
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$143,788$206,267$248,139$318,121$329,569$76,699$144,580$65,452
Investments - publicly-traded securities$18,631,106$16,903,453
Investments - other securities$21,668,089$17,560,301$16,099,160$17,355,091$16,136,431$17,035,928$177,849$331,442
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$1,050,612$1,220,790$1,334,005$1,408,355$1,489,810$1,668,914$1,774,637$1,728,017
Land, buildings, and equipment less accumulated depreciation$42,241,370$50,804,437$50,792,999$50,895,781$49,980,128$48,864,122$48,146,540$47,360,860
Other assets, including program-related investments$437,628$504,003$531,155$614,374$721,163$2,569,386$2,717,229$2,404,355
Total liabilities$24,630,510$28,759,437$27,482,708$25,297,447$24,926,932$22,822,977$23,699,933$21,159,982
Accounts payable and accrued expenses$4,435,277$5,672,299$2,724,136$3,257,453$2,126,336$2,069,594$1,867,891$1,995,655
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$3,560,936$3,021,983$1,805,233$422,500$5,714,434$4,363,383$4,717,042$3,628,906
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$15,000,000$15,000,000$14,745,000$14,480,000$14,205,000$13,915,000$13,615,000$13,185,421
Mortgages and other notes payable$0$0$0$3,261,162$2,881,162$2,475,000$3,500,000$2,350,000
Other liabilities$1,634,297$5,065,155$8,208,339$3,876,332$0$0$0$0
Total liabilities and net assets/fund balances$82,917,981$84,084,131$79,907,316$80,772,369$78,110,408$77,867,714$79,976,410$75,207,225
Total net assets or fund balances$58,287,471$55,324,694$52,424,608$55,474,922$53,183,476$55,044,737$56,276,477$54,047,243
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$24,165,342$20,191,546$16,540,001$20,650,843$15,456,419$24,664,830$17,002,364$20,626,660
Total revenue, gains, and other support per audited financial statements$24,118,403$21,444,195$19,424,760$25,450,010$16,672,116$26,088,898$18,518,374$19,197,295
Other expenses$891$1,092,000$1,926,977$3,436,078$1,215,697$1,424,068$1,667,496$-1,265,276
Net unrealized gains on investments$0$0$934,977$2,639,684$410,091$736,072$1,417,496$-1,065,276
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$891$1,092,000$992,000$796,394$805,606$687,996$250,000$-200,000
Other revenue$47,830$-160,649$-957,782$-1,363,089$0$0$151,486$164,089
Investment expenses$0$0$0$0$0$0$43,777$44,398
Other$47,830$-160,649$-957,782$-1,363,089$0$0$107,709$119,691
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$14,507,298$20,635,993$20,375,064$20,240,213$18,157,956$23,539,641$17,438,120$21,590,618
Total expenses and losses per audited financial statements$17,169,297$24,406,972$22,324,846$22,399,696$18,963,562$24,227,637$17,286,634$21,426,529
Other revenue$2,709,829$3,770,979$1,949,782$2,159,483$805,606$687,996$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$2,708,938$2,518,330$0$0$0$0$0$0
Other$891$1,252,649$1,949,782$2,159,483$805,606$687,996$0$0
Other expenses$47,830$0$0$0$0$0$151,486$164,089
Investment expenses$0$0$0$0$0$0$43,777$44,398
Other$47,830$0$0$0$0$0$107,709$119,691
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
38$207,496$13,325$883
38$162,000$0$666
38$426,300$13,325$1,651
38$136,800$8,892$2,778
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings35
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006213
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$127,188$525,621$14,555,915
Program service revenue
Program service revenue 1000000$000$0$13,097,431
Program service revenue 2000000$000$0$666,908
Program service revenue 3000000$000$0$519,066
Program service revenue 4000000$000$0$272,510
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$430,305$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$95,316$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenueManagement consulting services$127,18800$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$112,200$7,293$908
$111,148$7,244$179
$110,000$7,150$1,119
$86,694$5,635$0
$81,111$5,272$607
Total number of other employees paid over $50,00011
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$48,000
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$17,943,620$23,854,035$20,836,500$17,497,783$21,713,932$14,877,228$24,514,525$16,884,942
Gifts, grants, and contributions received$6,378,757$13,869,417$7,581,393$4,257,082$7,815,397$3,799,155$5,921,467$4,667,178
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$10,541,620$9,142,491$11,996,438$12,802,640$13,468,229$10,500,049$17,587,141$10,650,620
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$926,873$794,966$729,739$417,011$411,279$567,051$883,729$1,433,029
Net income from unrelated business activities not included above$37,875$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$58,495$47,161$528,930$21,050$19,027$10,973$122,188$134,115
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$21,721,598
Total lobbying expenditures$48,000
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$48,000
Other exempt purpose expenditures$21,673,598
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$128,421$4,543$123,878
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$84,211$4,543$3,878
Other income$1,200,001$0$120,000
Deductions Not Taken Elsewhere (for 2009)
Total deductions$103,381
Compensation of officers, directors, and trustees$0
Salaries and wages$94,271
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$9,110
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$20,497
Net operating loss deduction$20,497
Unrelated business taxable income before specific deduction$0
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Horace Bushnell Memorial Hall Corporation166 Capitol Ave, Hartford, CT 06106-1621CT1934-11$19,511,545
2Northwest Connecticut Association For The Arts Inc68 Main St, Torrington, CT 06790-5303CT1981-12$3,272,172
3Wang Theatre Inc270 Tremont St, Boston, MA 02116-5603MA1997-05$13,648,737
4Strathmore Hall Foundation Inc5301 Tuckerman Ln, N Bethesda, MD 20852-3385MD1982-10$13,211,760
5Washington Performing Arts Society2000 L St Nw Ste 510, Washington, DC 20036-4918DC1965-12$10,705,682
6Sunvalley Summer Symphony IncPO BOX 1914, Sun Valley, ID 83353-1914ID1985-10$7,644,882
7The Florida Theatre Performing Arts128 E Forsyth Street, Jacksonville, FL 32202-3366FL1988-04$5,804,418
8Stamford Center For The Arts Inc61 Atlantic St, Stamford, CT 06901-2403CT1982-12$3,820,379
9Tremont Theatre Inc270 Tremont St, Boston, MA 02116-5603MA1997-05$3,449,933
10Stages Inc3201 Allen Parkway, Houston, TX 77019-1811TX1978-10$3,030,070
11San Francisco Performances Inc500 Sutter St Ste 710, San Francisco, CA 94102-1116CA1979-10$2,706,999
12Sunrise Theatre Inc117 S 2nd St, Fort Pierce, FL 34950-4305FL1999-05$2,637,639
13Zeiterion Theatre Inc684 Purchase St, New Bedford, MA 02740-6340MA1988-01$2,583,162
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15Stratford Festival Theater Inc1850 Elm St, Stratford, CT 06615-7034CT1997-07$729,995
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18Prometheus FirePO BOX 17246, Stamford, CT 06907-7246CT2006-10$22,172
19Greater New Haven Performing Arts Center Inc42 Wallace Rd, Branford, CT 06405-5730CT1997-07$3,724
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Number of organizations performing similar types of work
Alaska2
Arkansas1
Arizona2
California31
Colorado4
Connecticut10
District of Columbia4
Delaware1
Florida16
Georgia4
Hawaii1
Idaho3
Illinois8
Indiana5
Kansas4
Kentucky3
Louisiana3
Massachusetts20
Maryland6
Maine5
Michigan12
Minnesota4
Missouri5
Mississippi1
Montana2
North Carolina6
New Hampshire6
New Jersey9
New Mexico1
New York34
Ohio16
Oklahoma3
Oregon4
Pennsylvania14
Rhode Island2
South Carolina2
South Dakota1
Tennessee3
Texas19
Utah1
Virginia6
Vermont5
Washington11
Wisconsin9
West Virginia2
Wyoming1
Total312

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