2024-11-13T17:31:11-06:00 2023-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2023-01-01 010972999 LEGACY CONNECTIONS LEGA 6265773146 1001 ROSE BOWL DRIVE PASADENA CA 91103 RONALD A OKUM TREASURER 6265773146 2024-11-06 1 0 CATHERINE L GRAY CPA P01294460 9094664410 2024-11-06 2023 2024-10-15 13:58:12Z ROSE BOWL LEGACY FOUNDATION MICKEY SEGAL 1001 ROSE BOWL DRIVE PASADENA CA 91103 2740515 0 X WWW.ROSEBOWLSTADIUM.COM/LEGACY X 2010 CA COMMITTED TO STRENGTHENING THE GLOBAL STATURE OF AMERICA'S STADIUM (THE ROSE BOWL STADIUM). 20 20 0 75 0 0 2608244 2455149 0 0 1101 149 -604517 79212 2004828 2534510 0 200000 0 0 0 46043 0 0 494878 2804344 2748381 2804344 2994424 -799516 -459914 8976743 8407214 1256358 1146743 7720385 7260471 X THE MISSION OF THE ROSE BOWL LEGACY FOUNDATION (LEGACY CONNECTIONS) IS TO PRESERVE, PROTECT AND ENHANCE THE ROSE BOWL STADIUM'S FUTURE WITHIN THE ARROYO SECO BY PROVIDING PRIVATE FUNDING IN SUPPORT OF IMPROVEMENTS WITHIN THE VENUE AND ITS SURROUNDING AREAS THROUGH EDUCATIONAL, COMMUNITY, AND CAPITAL IMPROVEMENT INITIATIVES. 0 0 2163209 200000 THE ROSE BOWL LEGACY FOUNDATION (LEGACY CONNECTIONS) IS COMMITTED TO CONTINUING AND STRENGTHENING THE GLOBAL STATURE OF AMERICA'S STADIUM (THE ROSE BOWL STADIUM) AND THE BEAUTIFUL BACKDROP OF THE CENTRAL ARROYO SECO BY PROVIDING INNOVATIVE AND CREATIVE PROGRAMMING THAT BENEFITS THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THROUGH PHILANTHROPIC OUTREACH, AND AN ONGOING EFFORT TO RAISE NEW FUNDS IN CELEBRATION OF THE UPCOMING CENTENNIAL BIRTHDAY OF THE VENUE, THE LONG-TERM DEVELOPMENTS OF LEGACY WILL MODERNIZE FACILITY OPERATIONS, PROGRAMMING AND AMENITIES, WHILE IMPROVING PUBLIC SAFETY AND ACCESS FOR FUTURE GENERATIONS OF ATHLETES, FANS AND VIEWERS IN ONE OF THE WORLD'S MOST UNIQUE AND ACTIVE ENTERTAINMENT SPACES. THE ROSE BOWL INSTITUTE IS AN EDUCATIONAL BASED PROGRAM SERVICE LAUNCHED IN 2019. THE INSTITUTE'S PRIMARY FUNCTION IS TO HOST COMMUNITY BASED PROGRAMS ROOTED IN SPORTS VALUES SUCH AS SPORTSMANSHIP, TEAMWORK, ETHICS, CONFIDENCE, AND CHARACTER BASED SKILLS TO IMPACT YOUTH. IT HAS DONE SO THROUGH ITS WOMEN'S EMPOWERMENT SYMPOSIUM, SERIES ON RACE AND SPORTS, AND MORE. 2163209 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X MO SALAMA 6265773146 1001 ROSE BOWL DRIVE PASADENA CA 91103 X MICKEY SEGAL CHAIRMAN 1.00 X X 0 0 0 RONALD A OKUM TREASURER 1.00 X X 0 0 0 JAMES W HIRSCHMANN SECRETARY 1.00 X X 0 0 0 DANIEL ROTHENBERG EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 TAMERLIN GODLEY BOARD MEMBER 1.00 X 0 0 0 KIN HUI BOARD MEMBER 1.00 X 0 0 0 GALE KOHL BOARD MEMBER 1.00 X 0 0 0 ANGELO MAZZONE BOARD MEMBER 1.00 X 0 0 0 MARK J MILLER BOARD MEMBER 1.00 X 0 0 0 STEVEN J OLSON BOARD MEMBER 1.00 X 0 0 0 RONALD L OLSON BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER C RISING BOARD MEMBER 1.00 X 0 0 0 SHIVA SATTAR BOARD MEMBER 1.00 X 0 0 0 TOD SPIEKER BOARD MEMBER 1.00 X 0 0 0 SHELLEY B THOMPSON BOARD MEMBER 1.00 X 0 0 0 DR BETTY URIBE BOARD MEMBER 1.00 X 0 0 0 TODD WALKLETT BOARD MEMBER 1.00 X 0 0 0 DARREN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 RANDY WINOGRAD BOARD MEMBER 1.00 X 0 0 0 PETER ZARIFES BOARD MEMBER 1.00 X 0 0 0 DEDAN BROZINO PRESIDENT 40.00 X X 0 0 0 MO SALAMA CHIEF FINANCIAL OFFICER 10.00 30.00 X X 0 0 0 0 0 0 0 0 0 0 FORTY NINE DEGREES LLC 149 HARVEST DR COLDWATER OH 45828 DESIGN AND FAN EXPERIENCE - HISTORICAL S 657245 DEDAN BROZINO 1001 ROSE BOWL DRIVE PASADENA CA 91350 COMPENSATION 245000 CHARLES M FIRESTONE 453 LAS ALTURAS RD SANTA BARBARA CA 93103 CONSULTING 201865 CAMPBELL STRATEGY & ADVOCACY LLC 1414 K STREET SUITE 600 SACRAMENTO CA 95814 CONSULTING 130550 LEVY PREMIUM FOOD SERVICE LP 1001 ROSE BOWL DRIVE PASADENA CA 91103 FOOD & BEVERAGE CATERING 108862 5 303106 2152043 76771 2455149 520 520 205634 206005 -371 -371 -371 MISCELLANEOUS REVENUE 900099 79212 79212 79212 2534510 79212 0 149 X 200000 200000 46043 46043 38600 38600 629029 307977 85280 235772 167398 12013 155385 56523 28950 27573 220716 31494 85501 103721 12818 12818 4535 4535 RENOVATION EXPENSES 1276828 1276828 PRODUCTION AND FULLFILL 166344 166344 MISC. OPERATING EXPENSE 92765 71256 21509 STADIUM EVENTS 38271 38271 44554 17258 27296 2994424 2163209 336337 494878 1862452 1493476 88169 88257 6973224 6725989 47301 15475 5395 83815 202 202 8976743 8407214 1256358 946743 0 200000 1256358 1146743 X -954915 -967640 8675300 8228111 7720385 7260471 8976743 8407214 -459914 0 X 0 1 X 1 0 X 2333360 1590618 3750293 2608244 2455149 12737664 2333360 1590618 3750293 2608244 2455149 12737664 1595374 11142290 4571 2390 806 1101 520 9388 2872 1695 79212 83779 12830831 0.86840 0.78100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 2,872. 2022 AMOUNT: $ 1,695. 2023 AMOUNT: $ 79,212. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 63179 63179 0 PART II-B, LINE 1: CONSULTANTS MEET WITH ELECTED OFFICIALS AND GO TO MEETINGS FOR INITIATIVES THAT ARE GOVERNMENTALLY IMPORTANT TO THE ROSE BOWL. IN 2023 THEY WERE INSTRUMENTAL IN SECURING FUNDS FOR THE ROSE BOWL FOR SB96 , AND THEY CONTINUE TO ADVOCATE FOR LEGISLATION SUPPORTING SAFETY AND SECURITY AT THE ROSE BOWL. 0 DUE TO THE ROSE BOWL OPERATING COMPANY 200000 200000 X 3413372 878862 878862 2534510 0 2534510 3873286 878862 878862 2994424 0 2994424 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. LEGACY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 ROSE BOWL OPERATING COMPANY 1001 ROSE BOWL DRIVE PASADENA CA 91103 954483511 501(C)(3) 200000 0 FAIR MARKET VALUE PAYMENT FOR ROSE BOWL RENOVATIONS PART I, LINE 2: THE LEGACY BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES GRANTS TO THE ROSE BOWL OPERATING COMPANY (RBOC). LEGACY CONNECTIONS PRIMARY MISSION IS TO SUPPORT THE PRESERVATION OF THE ROSE BOWL STADIUM OPERATED BY THE RBOC. THE RBOC SUBMITS CAPITAL IMPROVEMENT PROJECT PRELIMINARY SCHEDULES AND REPORTS TO THE LEGACY BOARD OF DIRECTORS PERIODICALLY FOR GRANT FUNDING REVIEW. ANNUALLY, THE RBOC CEO AND COO MAKE A PRESENTATION TO LEGACY'S BOARD OF DIRECTORS TO DIRECTLY ADDRESS THE SPENDING AND STATUS OF CAPITAL IMPROVEMENT PROJECTS. X 2 10971 VALUE WHEN DONATED X EVENT TICKETS 3 65800 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND EXECUTIVE COMMITTEE CHARTER. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT THE GOVERNANCE AS OUTLINED IN THE BYLAWS AND EXECUTIVE COMMITTEE CHARTER. FORM 990, PART VI, SECTION A, LINE 2 STEVEN J. OLSON & RONALD L. OLSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 LEGACY HAS AN AGREEMENT WITH THE ROSE BOWL OPERATING COMPANY (RBOC) WHEREAS THE RBOC WILL PROVIDE STAFFING TO CARRY OUT MANAGEMENT DUTIES PREVIOUSLY PERFORMED BY LEGACY STAFF. RBOC STAFF SO DESIGNATED WILL PERFORM DUTIES PER THE SUPERVISION AND DIRECTION OF LEGACY'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO MEMBERS OF THE BOARD FOR REVIEW AND COMMENTS. THE FINAL FORM 990 IS THEN REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE POLICY REQUIRES EACH GOVERNING BODY MEMBER TO DISCLOSE ANY CONFLICT ON A PARTICULAR MATTER THAT MAY ARISE, AND RECUSE HIM OR HERSELF FROM DELIBERATIONS AND VOTES ON SUCH MATTERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 307,977. MANAGEMENT AND GENERAL EXPENSES 85,280. FUNDRAISING EXPENSES 750. TOTAL EXPENSES 394,007. ROSE BOWL STADIUM EVENT TICKETS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 235,022. TOTAL EXPENSES 235,022.