2017-05-11T11:40:28-05:00 2016-06-30 314419361 JOHN GERLACH & COMPANY LLP 37 W BROAD ST STE 530 COLUMBUS OH 43215 990 2015-07-01 310749884 COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLU 6144691045 55 EAST STATE STREET COLUMBUS OH 43215 CHAD WHITTINGTON INTERIM PRESIDENT 6144691045 2017-05-09 1 TJ CONGER CPA P00068140 6142242164 2017-05-09 2015 2021-01-29 14:40:06Z CAPA CHAD WHITTINGTON 55 EAST STATE STREET COLUMBUS OH 43215 18810945 0 X WWW.CAPA.COM X 1969 OH SEE SCHEDULE O 26 25 529 720 0 0 2007706 2869442 13911043 14467355 36185 429299 49026 711800 16003960 18477896 0 1674356 0 0 6702285 7143812 0 0 418233 8106920 8217492 14809205 17035660 1194755 1442236 35612191 38278203 2563924 3782721 33048267 34495482 X CAPA BRINGS THE WORLD TO OUR STAGES, ENRICHES LIVES AND CREATES COMMUNITY THROUGH OUR MISSION TO: (1) PRESENT AND PRODUCE ARTISTIC PROGRAMMING OF THE HIGHEST QUALITY TO SERVE AND EDUCATE DIVERSE AUDIENCES AND FEATURE RENOWNED ARTISTS OF ALL CULTURES; (2) OPERATE AND MAINTAIN WORLD-CLASS PERFORMANCE VENUES; (3) STRENGTHEN OUR ARTS COMMUNITIES BY PROVIDING FACILITIES FOR RESIDENT COMPANIES AND, THROUGH PARTNERSHIP AND COLLABORATION, SUPPORT THOSE ORGANIZATIONS; AND (4) BOLSTER THE ECONOMIES OF THE DOWNTOWN COMMUNITIES WE SERVE. 0 0 5032354 6742062 CAPA PROVIDES SERVICES THAT BOLSTER AND ENLIVEN OUR COMMUNITY THROUGH PRESENTATION OF EXCEPTIONAL PERFORMERS FROM AROUND THE WORLD. DURING THE FISCAL YEAR, OVER 198,000 PATRONS ATTENDED 30 CAPA PRESENTATIONS RANGING FROM ASTROPHYSICIST NEIL DEGRASSE TYSON, TO KIDS' PROGRAMMING SENSATION WILD KRATTS LIVE!, TO A NEARLY SOLD OUT HOUSE FOR DAVE KOZ'S ANNUAL HOLIDAY SHOW, AS WELL AS OUR CLASSIC SUMMER MOVIE SERIES IN THE OHIO THEATRE. IN ADDITION, OUR BROADWAY SERIES INCLUDED DR. SEUSS' "HOW THE GRINCH STOLE CHRISTMAS", RODGERS AND HAMMERSTEIN'S "THE SOUND OF MUSIC", AND "THE BOOK OF MORMON". OUR LARGEST PRODUCTION WAS FESTIVAL LATINO, WHICH DREW AN ADDITIONAL 203,000 PEOPLE DOWNTOWN FOR A FREE TWO-DAY CELEBRATION OF LATINO-HISPANIC ART AND CULTURE. 8316659 1674356 7688271 WE OPERATE SEVEN THEATRES IN COLUMBUS, INCLUDING THE OHIO, PALACE, SOUTHERN AND RIFFE CENTER THEATRES. THESE OPERATIONS INCLUDE FACILITATING RENTAL EVENTS, MAINTAINING THE THEATRES, AND PROVIDING TICKETING AND ADMINISTRATIVE SERVICES FOR OTHER NON-PROFIT ORGANIZATIONS. RENTAL EVENTS BROUGHT OVER 336,000 PATRONS TO THE THEATRES DURING THE FISCAL YEAR. ADDITIONALLY, THE THEATRES HOSTED HUNDREDS OF MEETINGS AND REHEARSALS THROUGHOUT THE YEAR. ONE OF THE MOST INNOVATIVE SEGMENTS OF OUR OPERATIONS IS THE ADMINISTRATIVE SERVICES THAT WE PROVIDE TO OTHER ORGANIZATIONS, INCLUDING ACCOUNTING, TICKETING, MARKETING, AND DEVELOPMENT SERVICES. WE HAVE DEVELOPED NEW BUSINESS MODELS WITH SEVERAL OF OUR PARTNERS, CREATING STRUCTURES THAT ENABLE THE ARTS GROUPS TO REMAIN INDEPENDENT WITH THEIR OWN BOARDS, WHILE STILL TAKING ADVANTAGE OF MANAGEMENT ASSISTANCE FROM CAPA. 37022 37022 OUR EDUCATION PROGRAMS INCLUDE STUDENT MATINEES, ARTIST WORKSHOPS AND MASTER CLASSES WHEN POSSIBLE, AND TOURS OF THE HISTORIC THEATRES. WE REACH OUT TO UNDERSERVED SCHOOLS THROUGH FREE PROGRAMS, REDUCED OR FREE TICKETS, AND TRANSPORTATION SUBSIDIES. STUDENTS ALSO RECEIVE STUDY GUIDES AND SUGGESTIONS FOR FOLLOW UP ACTIVITIES. OVER THE ENTIRE 2015-16 SEASON, CAPA GAVE AWAY MORE THAN 450 TICKETS AND PROVIDED BUSING FOR COLUMBUS CITY SCHOOLS' STUDENTS AND TEACHERS. NEARLY 2,600 CHILDREN BENEFITTED FROM OUR EDUCATION PROGRAMS DURING THE FISCAL YEAR; AN ADDITIONAL 53,000 CHILDREN ATTENDED EVENTS AS REPORTED IN PROGRAM SERVICE #1. 13386035 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 102 0 1 529 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X DEANNA JONES - CONTROLLER 6144691045 55 EAST STATE STREET COLUMBUS OH 432154264 RICHARD J HELMREICH CHAIR 5.00 X X 0 0 0 LAWRENCE L FISHER VICE CHAIR 20.00 X X 0 0 0 STEPHANIE E GREEN TREASURER 2.00 X X 0 0 0 BARBARA B LACH SECRETARY 2.00 1.00 X X 0 0 0 MICHAEL PETRECCA IMMEDIATE PAST CHAIR 2.00 X 0 0 0 STEVEN P BRECHTER TRUSTEE 2.00 X 0 0 0 LISA BARTON TRUSTEE 2.00 X 0 0 0 HERBERT CHEN TRUSTEE 2.00 X 0 0 0 BRENT BISHOP TRUSTEE 2.00 X 0 0 0 ROBERT FALCONE TRUSTEE 2.00 X 0 0 0 DAVID FEINBERG TRUSTEE 2.00 X 0 0 0 JOHN F FINN TRUSTEE 2.00 X 0 0 0 JESSICA GOLDMAN TRUSTEE 2.00 X 0 0 0 MICHAEL ANDERSON TRUSTEE 2.00 X 0 0 0 DEBRA GRIFFIN TRUSTEE 2.00 X 0 0 0 JULIE LYNCH TRUSTEE 2.00 X 0 0 0 AMIE PRESTON TRUSTEE 2.00 X 0 0 0 DAVID V RING TRUSTEE 2.00 X 0 0 0 SANDRA ZIMMERMAN TRUSTEE 2.00 X 0 0 0 WALDEN W O'DELL TRUSTEE 2.00 X 0 0 0 ANGELA PACE TRUSTEE 2.00 2.00 X 0 0 0 STEVE PARRISH TRUSTEE 2.00 X 0 0 0 TOSHIA SAFFORD TRUSTEE 2.00 X 0 0 0 DAVID SCHOEDINGER TRUSTEE 2.00 X 0 0 0 SUSAN TOMASKY TRUSTEE 2.00 X 0 0 0 WILLIAM B CONNER JR PRESIDENT & CEO 30.00 10.00 X 390348 0 90898 CHAD WHITTINGTON VP & COO 40.00 X 164112 0 24164 JASON GAY STAGE MANAGER 40.00 X 104077 0 25066 TODD BEMIS VP OF THEATRE OPERATIONS 40.00 X 125964 0 13441 DENISE REHG VP OF DEVELOPMENT 40.00 X 134732 0 9397 PAVANA STETZIK GM COLUMBUS SYMPHONY ORCHESTRA 40.00 X 100383 0 12659 RICHARD CORSI VP OF PROGRAMMING 40.00 X 112612 0 20214 1132228 0 195839 7 0 1 0 NATIONAL SHOWS 2 LLC 155 E WILSON ST STE 100 MADISON WI 53703 PERFORMANCE SETTLEMENT 328363 MERRILL LYNCH 65 E STATE ST STE 2600 COLUMBUS OH 43215 PERFORMANCE SETTLEMENT 101634 LAZ KARP ASSOCIATES LLC 15 LEWIS ST HARTFORD CT 06103 PARKING FACILITY 101327 3 9494 97218 1501256 1261474 18956 2869442 TICKET SALES & RELATED 711110 7327758 7327758 RENTAL CONTRACT SALES 711110 4523916 4523916 MGMT FEE & OVERHEAD 711110 2615681 2615681 14467355 71953 71953 376302 18956 357346 357346 357346 26772 97218 34901 -8129 -8129 999121 279192 719929 719929 18477896 14467355 0 1141099 1674356 1674356 618929 322718 274696 21515 5149560 2839238 2020932 289390 110435 76058 25138 9239 773873 562156 179213 32504 491015 304102 164475 22438 39775 39775 40175 40175 5000 5000 266538 235009 25029 6500 494673 482375 9413 2885 348885 134290 201183 13412 127390 11519 115846 25 230914 230914 1056383 1023628 32755 136248 89877 37939 8432 9579 5446 4058 75 1453087 1453087 203577 198112 4372 1093 ARTISTIC EXPENSE 3609324 3609324 OTHER EXPENSE 88149 51084 27208 9857 EQUIPMENT RENTAL 55689 55689 HOSPITALITY & CATERING 33381 28328 4185 868 18725 -1275 20000 17035660 13386035 3231392 418233 13600 25200 8387127 8283282 949195 1270836 1366142 1371087 68343 197739 279626 52149305 28101199 23571334 24048106 1019524 2861176 107530 70547 35612191 38278203 1098435 1110967 1465489 2671754 2563924 3782721 X 30223856 30421457 1993901 3243515 830510 830510 33048267 34495482 35612191 38278203 X 1442236 -7283 12262 X X 0 1 X 1 0 X 2388894 1278867 1391034 2007706 2869442 9935943 2388894 1278867 1391034 2007706 2869442 9935943 425766 9510177 34906 49150 54239 37830 71953 248078 6996 6996 10191017 69295760 0.93320 0.93140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5000 0 0 5000 0 PART II-B, LINE 1: LOBBYING ACTIVITIES TO SUPPORT THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS' MISSION AND CHARITABLE PURPOSE, INCLUDING ARTS PROGRAMMING AND THEATRE CAPITAL CAMPAIGN. 957877 5918 963795 962957 -5080 957877 848704 114253 962957 826093 55808 33197 848704 836899 39 21335 32180 826093 0.86170 0.13830 0 0 2658797 2658797 41614869 24085946 17528923 768490 572740 195750 7107149 3442513 3664636 24048106 X 18893602 -7283 454060 326355 773132 18120470 357426 357426 18477896 17803813 454060 314093 768153 17035660 0 17035660 PART V, LINE 4: ENDOWMENT FUNDS ARE MEANT TO SUPPORT THE ONGOING ACTIVITIES OF CAPA INCLUDING THE OPERATIONS OF THE HISTORIC OHIO, PALACE AND SOUTHERN THEATRES. PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC RELATING TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 12,016. SPECIAL EVENT COSTS 34,901. COST OF GOODS SOLD 279,192. DIFFERENCE IN PASS-THROUGH INCOME 246. PART XI, LINE 4B - OTHER ADJUSTMENTS: LIQUIDATING DISTRIBUTION FROM SUBSIDIARY 357,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT COSTS 34,901. COST OF GOODS SOLD 279,192. GALA 123990 97218 26772 18407 13320 3174 123990 97218 26772 18407 13320 3174 34901 -8129 1 LINCOLN THEATRE ASSOCIATION 55 EAST STATE ST COLUMBUS OH 43215 205886656 501(C)(3) 1600000 ACTUAL AMOUNT CAPITAL CONTRIBUTION FRIENDS OF THE DREXEL INC 55 EAST STATE ST COLUMBUS OH 43215 271447434 501(C)(3) 74356 ACTUAL AMOUNT CAPITAL CONTRIBUTION 2 0 PART I, LINE 2: THE ORGANIZATION PROVIDED GRANTS TO LINCOLN THEATRE ASSOCIATION AND FRIENDS OF THE DREXEL INC IN SUPPORT OF CAPITAL CAMPAIGNS. THE ORGANIZATION MONITORS THE USE OF THE FUNDS THROUGH REVIEW OF THE GRANTEE'S AUDITED FINANCIAL STATEMENTS AS WELL AS PHYSICAL OBSERVATION OF THE GRANTEE'S PROJECTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM B CONNER JR PRESIDENT & CEO 365123 0 0 0 25225 0 68000 0 22898 0 481246 0 0 0 CHAD WHITTINGTON VP & COO 139283 0 7725 0 17104 0 8552 0 15612 0 188276 0 0 0 PART I, LINE 1A A GROSS-UP PAYMENT IS CALCULATED FOR THE PERSONAL USE OF WILLIAM CONNER'S COMPANY-PROVIDED VEHICLE. FORM 990, PART I, LINE 1 CAPA BRINGS THE WORLD TO OUR STAGES, ENRICHES LIVES AND CREATES COMMUNITY THROUGH OUR MISSION TO: (1) PRESENT AND PRODUCE ARTISTIC PROGRAMMING OF THE HIGHEST QUALITY TO SERVE AND EDUCATE DIVERSE AUDIENCES AND FEATURE RENOWNED ARTISTS OF ALL CULTURES; (2) OPERATE AND MAINTAIN WORLD-CLASS PERFORMANCE VENUES; (3) STRENGTHEN OUR ARTS COMMUNITIES BY PROVIDING FACILITIES FOR RESIDENT COMPANIES AND, THROUGH PARTNERSHIP AND COLLABORATION, SUPPORT THOSE ORGANIZATIONS; AND (4) BOLSTER THE ECONOMIES OF THE DOWNTOWN COMMUNITIES WE SERVE. FORM 990, PART I, LINE 6: THE NUMBER OF VOLUNTEERS IS BASED ON RECORDS MAINTAINED BY THE VOLUNTEER COORDINATOR. VOLUNTEERS PROVIDE SERVICES RANGING FROM ADMINISTRATIVE ASSISTANCE TO USHER SERVICES AND TICKET TAKING. FORM 990, PART VI, SECTION B, LINE 11 AFTER MANAGEMENT REVIEWS, A DRAFT OF THE 990 IS DISTRIBUTED VIA E-MAIL TO THE FULL BOARD OF THE ASSOCIATION FOR THEIR REVIEW AND COMMENT. THE 990 IS REVISED BASED ON BOARD INPUT AS NEEDED. A FINAL DRAFT IS PROVIDED TO THE BOARD PRIOR TO FILING OF THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ASSOCIATION'S PRESIDENT & CEO, PROVIDED UNDER A WRITTEN CONTRACT, IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPLETION OF GOALS THAT HAVE BEEN SET BY THE EXECUTIVE COMMITTEE AND CHANGES IN WORKLOAD ARE FACTORS USED IN DETERMINING PAY CHANGES. COMPENSATION IS DETERMINED BY COMPARISON AGAINST INDUSTRY PAY DATA, SPECIFICALLY COMPENSATION OF SIMILAR POSITIONS AT OTHER PERFORMING ARTS CENTERS ACROSS THE U.S. AND CANADA AS WELL AS COMPENSATION OF SIMILAR POSITIONS IN CENTRAL OHIO. SALARY COMPARISON INFORMATION AND THE DELIBERATION PROCESS ARE DOCUMENTED, AND ANY CHANGES TO COMPENSATION ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY COMPARISON TO SIMILAR POSITIONS IN THE INDUSTRY ACROSS THE U.S., AND TO SIMILAR POSITIONS IN CENTRAL OHIO, WHILE ALSO CONSIDERING THE OVERALL DUTIES AND RESPONSIBILITIES OF THE POSITION. COMPENSATION DECISIONS ARE DETERMINED BY THE EXECUTIVE DIRECTOR WITH APPROVAL BY THE BOARD CHAIR. COMPENSATION CHANGES AND THE DECISION PROCESS ARE DOCUMENTED AND RETAINED BY HR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST. ALSO, THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE GENERALLY NOT PROVIDED TO THE PUBLIC, OTHER THAN THOSE REQUIRED TO BE DISCLOSED BY LAW. ANNUAL FINANCIAL RESULTS ARE SUMMARIZED IN AN ANNUAL REPORT THAT IS AVAILABLE TO THE PUBLIC VIA OUR WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 12,016. DIFFERENCE IN PASS-THROUGH INCOME 246. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CAPA PROPERTIES LLC 55 EAST STATE STREET COLUMBUS OH 43215 203663083 REAL ESTATE HOLDING - LAND LEASE OF THE PALACE THEATRE OH 0 0 COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS CHICAGO ASSOCIATION FOR THE PERFORMING ARTS 55 EAST STATE STREET COLUMBUS OH 43215 364340497 DORMANT IL 501(C)(3) LINE 9 N/A 0 CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS 55 EAST STATE STREET COLUMBUS OH 43215 061625278 THEATRE MANAGEMENT AND ARTS PRESENTING CT 501(C)(3) LINE 7 N/A 0 LINCOLN THEATRE ASSOCIATION 55 EAST STATE STREET COLUMBUS OH 43215 205886656 THEATRE MANAGEMENT OH 501(C)(3) LINE 9 N/A 0 THE COLUMBUS ASSOCIATION FOR THE SOUTHERN THEATRE 55 EAST STATE STREET COLUMBUS OH 43215 311051023 DORMANT OH 501(C)(3) LINE 7 N/A 0 THE ASSN FOR THEATRE-BASED COMMUNITY DEVELOPMENT LLC 55 EAST STATE STREET COLUMBUS OH 43215 311435936 NEW MARKET TAX CREDITS, FINANCING OH N/A INVESTMENT -2670 41650 0 1 0.60000 CAPA INC 55 EAST STATE STREET COLUMBUS OH 43215 237140115 INACTIVE OH COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 CAPA INC S 357426 ACTUAL AMOUNT CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS L 200000 BY CONTRACT AGREEMENT CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS Q 1263433 ACTUAL EXPENSES LINCOLN THEATRE ASSOCIATION L 74875 ACTUAL AMOUNT LINCOLN THEATRE ASSOCIATION Q 421867 ACTUAL EXPENSES LINCOLN THEATRE ASSOCIATION B 1600000 ACTUAL AMOUNT