2025-11-10T12:51:38-06:00 2024-12-31 990 2024-01-01 452855557 THE LEGACY THEATRE INC LEGA 2032085504 128 THIMBLE ISLANDS RD BRANFORD CT 06405 JOHN L WILLIAMS TREASURER 2032085504 2025-11-10 1 2024 2025-03-06 01:10:19Z JOHN L WILLIAMS 128 THIMBLE ISLANDS RD BRANFORD CT 06405 2136236 0 X WWW.LEGACYTHEATRECT.ORG X 2011 CT THE LEGACY THEATRE IS A PROFESSIONAL THEATRE COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATRE AND RELATED PROGRAMS. THE LEGACY STRIVES TO BE A PREMIERE ARTS HOUSE FOR LOCAL ARTISTS, PROFESSIONAL COMPANIES, AND TO ENSURE ONGOING SEASONS OF UPLIFTING, INSPIRING, AND CHALLENGING PROFESSIONAL THEATRE AND THEATRE TRAINING FOR ALL. 11 11 31 68 0 0 1171595 1601001 1364337 451709 -5232 -29 -750 20712 2529950 2073393 0 0 0 0 596133 704115 1400 2850 185168 1111600 1204765 1709133 1911730 820817 161663 5278545 4949418 3259300 2768510 2019245 2180908 THE LEGACY THEATRE IS A PROFESSIONAL THEATER COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATER AND RELATED PROGRAMS. 0 0 1156139 422191 WE HAD A TREMENDOUS 2024 SEASON OF PERFORMANCES AND EVENTS. THERE WERE 11,394 TICKETS SOLD, WE HOSTED 118 TICKETED EVENTS, HAD AUDIENCES FROM 34 STATES AND 5 COUNTRIES. THE SEASON HIGHLIGHTS INCLUDE FOUR MAIN STAGE PRODUCTIONS, SIX FAMILY SERIES PRODUCTIONS, SEVEN SUNDAY BROADWAY CONCERT SERIES PERFORMANCES, A HOLIDAY SHOW AND MANY OTHER PERFOMANCES, PRODUCTIONS AND EVENTS. OUR THEATER GAINED MUCH ATTENTION IN 2024 WHEN THE WELL KNOWN DAME JULIE ANDREWS DIRECTED ONE OF OUR MAIN STAGE PERFORMANCES WHICH BROUGHT IN RAVE REVIEWS. 26617 29963 WE HELD VARIOUS EDUCATIONAL PROGRAMS IN 2024. THESE PROGRAMS INCLUDE EDUCATIONAL PARTNERSHIPS WITH SURROUNDING ORGANIZATIONS AND TOWNS AND INCLUDE INDIVIDUALS OF AGE GROUPS RANGING FROM TODDLERS TO SENIOR CITIZENS. WE HOSTED CLASSES, WORKSHOPS, INTENSIVES, CONSERVATORY PROGRAMS AND CLASS FIELD TRIPS. WE ALSO HELD PROGRAMS FOR OUR WHEEL LIFE THEATRE TROUPE WHICH ALLOWS PEOPLE WHO AMBULATE WITH CRUTCHES OR WHEELCHAIRS TO PARTICIPATE IN EDUCATIONAL THEATRE PROGRAMS. 1182756 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 165 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X THE LEGACY THEATRE INC 2032085504 128 THIMBLE ISLAND RD BRANFORD CT 06405 X STEPHANIE WILLIAMS PRESIDENT 10.00 X X 3402 0 0 JANA SHEA VICE PRESIDENT 3.00 X X 0 0 0 JOHN L WILLIAMS TREASURER 5.00 X X 0 0 0 TOM SHEA TRUSTEE 3.00 X 0 0 0 KATINA GIONTERIS SECRETARY 5.00 X X 0 0 0 DAMIAN DORIA TRUSTEE 5.00 X 0 0 0 BRIAN KNUDSEN TRUSTEE 5.00 X 0 0 0 CHARLES GRADY TRUSTEE 3.00 X 0 0 0 KEELY KNUDSEN EX-OFFICIO, ARTISTIC DIREC 40.00 X 85336 0 0 SONJA LABARBERA TRUSTEE 5.00 X 0 0 0 MARY PEPE TRUSTEE 3.00 X 0 0 0 JAMES RODAY RODRIGUEZ TRUSTEE 3.00 X 536 0 0 JEFFRY PROVOST FORMER EX-OFFICIO, MD 40.00 X 119500 0 0 208774 0 0 1 1 0 0 0 41471 37135 1522395 547851 1601001 PERFORMANCE, CLASS & E 711110 451709 451709 451709 5 5 43043 43077 -34 -34 -34 40004 41471 19766 20238 20238 474 0 474 474 2073393 452154 0 20238 208774 126859 59750 22165 419827 237220 121370 61237 15658 15658 59856 34268 17520 8068 11263 4690 6573 12700 12700 2850 2850 1100 1100 87225 45625 28484 13116 49531 25908 16175 7448 82342 43071 26889 12382 2506 1311 818 377 92991 92991 255698 81823 127849 46026 25815 13503 8430 3882 DIRECT EVENT COSTS 525800 525800 OTHER EXPENSES 57794 27020 23157 7617 1911730 1182756 543806 185168 217810 139748 5972334 1163464 5059935 4808870 800 800 5278545 4949418 2000000 1500000 1259300 1268510 3259300 2768510 X 2019245 2178908 2000 2019245 2180908 5278545 4949418 161663 0 X X 0 1 X 0 0 X 202654 999577 897391 1171595 1641478 4912695 12771 299665 302963 486410 451709 1553518 215425 1299242 1200354 1658005 2093187 6466213 93164 466756 580650 465549 545092 2151211 0 93164 466756 580650 465549 545092 2151211 4315002 369 2 12 5 388 369 2 12 5 388 877927 877927 215425 1299611 1200356 2535944 2093192 7344528 0.58750 0.52640 0.00010 0.00030 X PART III, SHORT YEAR EXPLANATION 2020 FORM 990 IS SHORT YEAR FOR 7/1/2020- 12/31/2020 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130000 130000 4806142 456823 4349319 942656 642234 300422 93536 64407 29129 4808870 LINE OF CREDIT 1249186 GIFT CERTIFICATES 19251 SALES TAX PAYABLE 15 CT MY SAVINGS CONTRIBUTION 58 1268510 2073393 0 2073393 0 2073393 1911730 0 1911730 0 1911730 GALA 81475 41471 40004 3650 8388 4009 3098 COMMUNITY EVENT 622 81475 41471 40004 3650 9010 4009 3098 19767 20237 X X X X 1 0 0 0 0 0 0 0 0 JEFFRY PROVOST FORMER EX-OFFICIO, MD 100000 0 19500 0 0 0 0 0 0 0 119500 0 0 0 SCH J PART I LINE 4A JEFFRY PROVOST, FORMER MANAGING DIRECTOR WAS TERMINATED FROM THE ORGANIZATION ON 10/30/24 AND WAS PAID $15,385 OF REMAINING PAY THROUGH 12/31/24 AS SEVERANCE. JOHN AND STEPHANIE WILLIAMS (OAK TREE MANAGEMENT) TRUSTEES PROPERTY X 400000 400000 0 1 1 JOHN AND STEPHANIE WILLIAMS TRUSTEES THEATER RENOVATION LINE OF CREDIT X 2000000 1100000 0 1 1 1500000 X 250 THRIFT SHOP VALUE X 3 43077 COMPARABLE MARKET PRICE X DEBT FORGIVENESS 1 500000 FMV X OFFICE SUPPLIES & FURNITURE 12 4524 COMPARABLE SALE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEPHANIE (PRESIDENT) AND JOHN WILLIAMS (TREASURER) ARE MARRIED. TOM (TRUSTEE MEMBER) AND JANA SHEA (VICE PRESIDENT) ARE MARRIED. BRIAN (TRUSTEE MEMBER) AND KEELY KNUDSEN (ARTISTIC DIRECTOR OF ORGANIZATION) ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW AFTER COMPLETE OVERVIEW HAS BEEN MADE BY THE FINANCE COMMITTEE FOR COMMENT BEFORE SUBMITTING THE DOCUMENT TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY ADOPTED BY THE ORGANIZATION AT ITS ONSET IS REVIEWED AT THE ANNUAL BOARD MEETING BY ALL TRUSTEES AND EACH PERSON MUST FILL OUT A FORM THAT DISCLOSES ANY CONFLICT TO BE MADE KNOWN AND DISCUSSED AMONG THE BOARD. THESE FORMS ARE KEPT ON FILE WITH THE ORGANIZATION'S RECORDS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATIONS ARE DETERMINED BY COMPARABLE COMPENSATIONS MADE WITHIN THE FIELD AS DETERMINED BY THE THEATRE GROUP COMMUNICATIONS, INC. WHICH PUBLISHES AN ANNUAL ACCOUNT OF RANGES OF PROFESSIONAL THEATER COMPANIES THROUGHOUT THE NATION AND THEIR COMPENSATION RANGES, BASED ON SIZE, OUTREACH, AND SCOPE. A COMPENSATION COMMITTEE HAS BEEN ESTABLISHED TO RESEARCH AND RECOMMEND COMPENSATION TO THE BOARD WHERE IT IS THEN VOTED UPON. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS STATED ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE THROUGH PUBLIC INSPECTION THROUGH SITES SUCH AS GUIDESTAR. PAGE 7 PART VII COMPENSATION FOR STEPHANIE WILLIAMS, PRESIDENT AND JAMES RODAY RODRIGUEZ, TRUSTEE IS UNRELATED TO WAGES EARNED AS MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDES WAGES EARNED AS PERFORMERS AS PART OF THE ACTORS' EQUITY ASSOCIATION. FORM 990 PART XII LINE 2C BOARD OF TRUSTEES VOTES ON AUDITOR AND TO REVIEW AND ACCEPT AUDITOR REPORT