PERLMAN MUSIC PROGRAM INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERLMAN MUSIC PROGRAM INC (EIN 11-3247651)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2024-03-01
- IRS object ID
- 202430619349300028
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-01T09:28:47-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113247651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMAN MUSIC PROGRAM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERL | BusinessNameControlTxt |
| Phone | 2127218769 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 69TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100234737 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL BLANK | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2127218769 | PhoneNum |
| Signature | 2024-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDALL | PersonFirstNm |
| Person Last | BLANK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | RANDALL BLANK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 69TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100234737 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,810,344 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PERLMANMUSICPROGRAM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | YOUNG MUSICIANS OF TALENT NEED SUPPORT. LEFT ALONE WITH THEIR GIFT,WITHOUT THE INSTRUCTION AND MENTORING THAT ALLOWS THEM TO THRIVE, EVENTHE MOST EXCEPTIONAL YOUNG ARTISTS WILL STRUGGLE, AND MANY MAY FAIL TOACHIEVE THEIR FULL MUSICAL POTENTIAL. WITHOUT THIS NEXT GENERATION OFWORLD-CLASS MUSICIANS, THE MUSICAL WORLD AND ITS AUDIENCES WILL BE THEPOORER.THE PERLMAN MUSIC PROGRAM WELCOMES YOUNG MUSICIANS OF RARE AND SPECIALTALENT INTO A RICHLY SUPPORTIVE MUSICAL COMMUNITY. THROUGH INTENSIVESUMMER PROGRAMS, YEAR-ROUND MENTORING, AND ON OCCASION, ANINTERNATIONAL STUDY OR PERFORMANCE TOUR, THE PROGRAM OFFERSUNPARALLELED MUSICAL TRAINING FOR STUDENTS, AGES 12 TO 30, WHO PLAY THEVIOLIN, VIOLA, CELLO, BASS AND PIANO. WITH A FACULTY LED BY ITZHAKPERLMAN AND COMPRISING SOME OF THE MOST GIFTED MUSICAL TALENTS OF OURTIME, THE PROGRAM OFFERS AN ARTISTIC AND PERSONAL EXPERIENCE THATCHANGES STUDENTS LIVES FOREVER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,712,587 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,560,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $312,095 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $406,222 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,378 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $281,076 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,419,136 | PYTotalRevenueAmt |
| CY Total Revenue | $4,096,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $132,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,359,417 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,364,732 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $649,253 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,197,478 | PYOtherExpensesAmt |
| CY Other Expenses | $1,421,842 | CYOtherExpensesAmt |
| PY Total Expenses | $2,689,295 | PYTotalExpensesAmt |
| CY Total Expenses | $2,955,024 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,729,841 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,141,303 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,190,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,550,935 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $310,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,122 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,880,115 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,345,813 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OYOUNG MUSICIANS OF TALENT NEED SUPPORT. LEFT ALONE WITH THEIR GIFT,WITHOUT THE INSTRUCTION AND MENTORING THAT ALLOWS THEM TO THRIVE, EVENTHE MOST EXCEPTIONAL YOUNG ARTISTS WILL STRUGGLE, AND MANY MAY FAIL TOACHIEVE THEIR FULL MUSICAL POTENTIAL. WITHOUT THIS NEXT GENERATION OFWORLD-CLASS MUSICIANS, THE MUSICAL WORLD AND ITS AUDIENCES WILL BE THEPOORER.THE PERLMAN MUSIC PROGRAM WELCOMES YOUNG MUSICIANS OF RARE AND SPECIALTALENT INTO A RICHLY SUPPORTIVE MUSICAL COMMUNITY. THROUGH INTENSIVESUMMER PROGRAMS, YEAR-ROUND MENTORING, AND ON OCCASION, ANINTERNATIONAL STUDY OR PERFORMANCE TOUR, THE PROGRAM OFFERSUNPARALLELED MUSICAL TRAINING FOR STUDENTS, AGES 12 TO 30, WHO PLAY THEVIOLIN, VIOLA, CELLO, BASS AND PIANO. WITH A FACULTY LED BY ITZHAKPERLMAN AND COMPRISING SOME OF THE MOST GIFTED MUSICAL TALENTS OF OURTIME, THE PROGRAM OFFERS AN ARTISTIC AND PERSONAL EXPERIENCE THATCHANGES STUDENTS LIVES FOREVER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,641,940 | ExpenseAmt |
| Grant | $168,450 | GrantAmt |
| Revenue | $381,348 | RevenueAmt |
| Desc | SUMMER STUDY PROGRAMS - INTENSIVE SUMMER RESIDENCY PROGRAM ON SHELTERISLAND, NEW YORK CONSISTING OF THE SUMMER MUSIC SCHOOL (A SEVEN-WEEK INTENSIVE PROGRAM FOR 36 EXCEPTIONALLY GIFTED YOUNG STRING PLAYERS AGES 12 TO 18 - AND THE CHAMBER MUSIC WORKSHOP (AN INTENSIVE THREE-WEEK CHAMBER MUSIC WORKSHOP FOR 42 YOUNG ADULTS AGES 18-30. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $152,433 | ExpenseAmt |
| Revenue | $5,040 | RevenueAmt |
| Desc | YEAR-ROUND CONCERTS AND MENTORSHIP PROGRAM FOR ALUMNI OF THE SUMMERMUSIC SCHOOL AND CHAMBER MUSIC WORKSHOP. PERFORMANCES, COMMUNITY EVENTSAND PROFESSIONAL DEVELOPMENT OPPORTUNITIES, DESIGNED TO GUIDE ANDSUPPORT ALUMNI THROUGH THEIR COLLEGE YEARS AND BEYOND. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,676 | ExpenseAmt |
| Revenue | $19,834 | RevenueAmt |
| Desc | THE TRAVEL PROGRAMS CONSIST OF THE BIENNIAL ISRAEL RESIDENCY, MIXINGISRAELI STUDENTS AND STUDENTS OF THE SUMMER MUSIC SCHOOL, AND THESARASOTA WINTER RESIDENCY, A TWO AND A HALF WEEK SESSION AT THE END OFTHE CALENDER YEAR WHICH TAKES PLACE IN SARASOTA, FLORIDA, MIXINGSTUDENTS OF THE SUMMER MUSIC SCHOOL, THE CHAMBER MUSIC WORKSHOP, ANDTHE BIENNIAL ISRAEL RESIDENCY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,942,049 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMAN MUSIC PROGRAM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127218769 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 69TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TOBY PERLMAN | |||||||
| PRESIDENT AND FOUNDER | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL BLANK | |||||||
| CHAIRMAN | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY DWECK | |||||||
| VICE PRESIDENT | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK MILLER | |||||||
| SECRETARY / TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BUNYANER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RODGER DEROSE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GLADSTONE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI KELLOGG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER KEND | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA PANTZER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ITZHAK PERLMAN | |||||||
| DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA SLOATE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JIM TOTH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAITLIN TULLY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL YUEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA KAPLAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $190,000 | $0 | $6,600 | Yes (X) | ||
| KATHLEEN NOJIMA | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $145,417 | $0 | $0 | Yes (X) | ||
| KONSTANTINA JURAS | |||||||
| FISCAL MANAGER | 40.00 | $112,400 | $0 | $8,215 | Yes (X) | ||
| MERRY PECKHAM | |||||||
| ASSOCIATE DIRECTOR | 20.00 | $108,555 | $0 | $0 | Yes (X) | ||
| SHELLEY PYERS | |||||||
| ASSOCIATE DIRECTOR OF DEVELOPMENT | 40.00 | $109,500 | $0 | $3,840 | Yes (X) | ||
| PAUL WOLFRAM | |||||||
| ASSISTANT DIRECTOR OF DEVELOPMENT | 40.00 | $105,000 | $0 | $3,600 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $770,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,255 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,104,787 | FundraisingAmt |
| Government Grants | $181,742 | GovernmentGrantsAmt |
| All Other Contributions | $2,273,870 | AllOtherContributionsAmt |
| Noncash Contributions | $19,346 | NoncashContributionsAmt |
| Total Contributions | $3,560,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION INCOME | 611600 | $347,928 | $347,928 |
| APPLICATION FEES | 611600 | $29,810 | $29,810 |
| PROGRAM FEES | 611600 | $17,424 | $17,424 |
| OTHER REVENUE | 900099 | $11,060 | $11,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $406,222 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,566 | TotalRevenueColumnAmt |
| Exclusion | $139,566 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $513,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $522,860 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,860 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,860 | TotalRevenueColumnAmt |
| Exclusion | -$9,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $191,157 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,104,787 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $191,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,096,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $406,222 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,706 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,450 | TotalAmt |
| Program Services | $168,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,893 | TotalAmt |
| Program Services | $143,175 | ProgramServicesAmt |
| Management And General | $25,312 | ManagementAndGeneralAmt |
| Fundraising | $56,406 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,176 | TotalAmt |
| Program Services | $618,632 | ProgramServicesAmt |
| Management And General | $112,339 | ManagementAndGeneralAmt |
| Fundraising | $262,205 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,413 | TotalAmt |
| Program Services | $23,511 | ProgramServicesAmt |
| Management And General | $3,507 | ManagementAndGeneralAmt |
| Fundraising | $19,395 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,250 | TotalAmt |
| Program Services | $58,295 | ProgramServicesAmt |
| Management And General | $13,576 | ManagementAndGeneralAmt |
| Fundraising | $28,379 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,914 | TotalAmt |
| Management And General | $56,914 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,982 | TotalAmt |
| Management And General | $60,982 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,164 | TotalAmt |
| Program Services | $86,745 | ProgramServicesAmt |
| Management And General | $60,226 | ManagementAndGeneralAmt |
| Fundraising | $118,193 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,116 | TotalAmt |
| Program Services | $2,860 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,960 | TotalAmt |
| Program Services | $55,022 | ProgramServicesAmt |
| Management And General | $1,395 | ManagementAndGeneralAmt |
| Fundraising | $24,543 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,440 | TotalAmt |
| Program Services | $23,664 | ProgramServicesAmt |
| Management And General | $7,888 | ManagementAndGeneralAmt |
| Fundraising | $7,888 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,160 | TotalAmt |
| Program Services | $22,390 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
| Fundraising | $12,655 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,774 | TotalAmt |
| Program Services | $139,404 | ProgramServicesAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
| Fundraising | $2,304 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,430 | TotalAmt |
| Program Services | $102,157 | ProgramServicesAmt |
| Management And General | $18,398 | ManagementAndGeneralAmt |
| Fundraising | $5,875 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SUPPLIES | $154,101 | $105,664 | $48,437 | |
| MEALS | $92,334 | $86,877 | $5,457 | |
| UTILITIES | $82,482 | $82,306 | $88 | $88 |
| HOUSING | $55,280 | $55,280 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,705 | TotalAmt |
| Program Services | $167,617 | ProgramServicesAmt |
| Management And General | $2,909 | ManagementAndGeneralAmt |
| Fundraising | $57,179 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955,024 | TotalAmt |
| Program Services | $1,942,049 | ProgramServicesAmt |
| Management And General | $363,722 | ManagementAndGeneralAmt |
| Fundraising | $649,253 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,707 | BOYAmt |
| EOY | $350,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,192 | BOYAmt |
| EOY | $3,204 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,626 | BOYAmt |
| EOY | $1,083,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $21,341 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,225 | BOYAmt |
| EOY | $17,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,820,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,008,384 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,920,289 | BOYAmt |
| EOY | $4,811,813 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,097,442 | BOYAmt |
| EOY | $8,256,091 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,883 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488 | BOYAmt |
| EOY | $7,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,190,852 | BOYAmt |
| EOY | $14,550,935 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,995 | BOYAmt |
| EOY | $186,681 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,441 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,742 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,737 | BOYAmt |
| EOY | $205,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,063,406 | BOYAmt |
| EOY | $12,877,349 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,816,709 | BOYAmt |
| EOY | $1,468,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,880,115 | BOYAmt |
| EOY | $14,345,813 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,190,852 | BOYAmt |
| EOY | $14,550,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,141,303 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,675,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,453,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,423,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,008,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,712,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,560,399 | CurrentTaxYearAmt |
| Total | $14,158,491 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,453,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,423,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,008,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,712,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,560,399 | CurrentTaxYearAmt |
| Total | $14,158,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,497,736 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,660,755 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,566 | CurrentTaxYearAmt |
| Total | $556,582 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,060 | CurrentTaxYearAmt |
| Total | $11,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,726,133 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $395,162 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,205,385 | BeginningYearBalanceAmt |
| Contributions | $8,167,217 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,603,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$513,000 | OtherExpendituresAmt |
| End Year Balance | $8,256,091 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $942,269 | BeginningYearBalanceAmt |
| Contributions | $1,276,632 | ContributionsAmt |
| Investment Earnings Or Losses | $31 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,547 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,205,385 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $865,427 | BeginningYearBalanceAmt |
| Contributions | $64,358 | ContributionsAmt |
| Investment Earnings Or Losses | $13,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $942,269 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $789,025 | BeginningYearBalanceAmt |
| Contributions | $59,800 | ContributionsAmt |
| Investment Earnings Or Losses | $28,400 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,878 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,164 | AdministrativeExpensesAmt |
| End Year Balance | $789,025 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $656,363 | BeginningYearBalanceAmt |
| Contributions | $110,000 | ContributionsAmt |
| Investment Earnings Or Losses | $21,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,798 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $450 | AdministrativeExpensesAmt |
| End Year Balance | $743,473 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13260 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,228,180 | OtherCostOrOtherBasisAmt |
| Book Value | $1,228,180 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,052,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,574,187 | DepreciationAmt |
| Book Value | $3,478,619 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,030 | DepreciationAmt |
| Book Value | $37,135 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $386,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,167 | DepreciationAmt |
| Book Value | $67,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,811,813 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,740,652 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$776,908 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,116,473 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $590,290 | OtherRevenueAmt |
| Revenue Not Reported | $929,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,810,797 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $98,860 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $186,670 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $285,530 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,096,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,569,172 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,116,473 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $783,205 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,899,678 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,669,494 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $98,860 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $186,670 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $285,530 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,955,024 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS A BOARD DESIGNATED ENDOWMENT AND SEVERAL DONOR RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT FUNDS ARE USED FOR VARIOUS SCHOLARSHIPS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME FOR THE PERIOD 10/1/22 - 1/31/23 INCLUDED IN 16 MONTH PERIOD AUDIT 590,290. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSE NETTED WITH TOTAL REVENUE 186,670. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE FOR THE PERIOD 10/1/22 - 1/31/23 - INCLUDED IN 16 MONTH PERIOD AUDIT 783,205. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSE NETTED WITH TOTAL REVENUE 186,670. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER BENEFIT | Event1Nm |
| Gross Receipts Event1 | $487,744 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $391,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $96,355 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $96,355 | FoodAndBeverageEvent1Amt |
| Event2 | WINE AUCTION | Event2Nm |
| Gross Receipts Event2 | $808,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $713,398 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $94,802 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $94,802 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $1,295,944 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,104,787 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $191,157 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $191,157 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $191,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FULL OR PARTIAL TUITION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 63 | RecipientCnt |
| Non Cash Assistance | $168,450 | NonCashAssistanceAmt |
| Valuation Method Used | TUITION COST | ValuationMethodUsedDesc |
| Non Cash Assistance | STUDENTS IN NEED ARE AWARDED ASSISTANCE THROUGH PARTIAL OR FULLY DISCOUNTED TUTION TO THE ORGANIZATION'S SUMMER STUDY OR TRAVEL PROGRAMS. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED TO YOUNG MUSICIANS WHO EXEMPLIFY TALENT AND DESIRE TO LEARN THEIR CRAFT FROM MASTERS SO THAT THEIR SKILLS MAY BE ENHANCED IN A NON-COMPETITIVE SETTING, THROUGH CLASSES, WORKSHOPS AND LECTURES. SCHOLARSHIPS ARE NEVER AWARDED IN CASH AND ARE INSTEAD APPLIED TO A RECIPIENT'S TUITION TO THE PROGRAM. SCHOLARSHIPS ARE NON-DISCRIMNATORY AND NEVER EXCEED AN INDIVIDUAL'S PROGRAM TUITION. ANY PROGRAM PARTICIPANT MAY APPLY FOR A SCHOLARSHIP USING AN APPLICATION FORM REQUIRING DISCLOSURE OF FINANCIAL INFORMATION. THE PROGRAM'S PRESIDENT, ALONG WITH EXECUTIVE DIRECTOR, DETERMINE SCHOLARSHIP RECIPIENTS BASED ON THE APPLICANT'S AVAILABLE ECONOMIC RESOURCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA KAPLAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $190,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $600 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $196,600 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS ITZHAK AND TOBY PERLMAN - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE TREASURER AND PRIOR TO FILING, A DRAFT 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE AUDIT COMMITTEE WILL REVIEW CONFLICT OF INTEREST FILES. |
| FORM 990, PART VI, SECTION B, LINE 15A | ALL FULL TIME EMPLOYEES COMPLETE SELF EVALUATION FORMS AFTER THE CLOSE OF THE FISCAL YEAR WHICH ARE THEN DISCUSSED WITH THEIR SUPERVISORS. IN THE CASE OF THE EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS HER EVALUATION AND, IN CONSULTATION WITH AN EXECUTIVE RECRUITMENT FIRM SPECIALIZING IN SENIOR MANAGEMENT IN NONPROFIT CORPORATIONS, DETERMINES AN APPROPRIATE SALARY AND BONUS ALONG WITH ESTABLISHING GOALS FOR THE NEXT YEAR. A KEY COMPONENT OF THIS DETERMINATION IS A REVIEW OF PUBLIC INFORMATION AVAILABLE FOR SIMILAR NONPROFITS IN THE ARTS, PERFORMANCE AND MUSICAL EDUCATION. FOR PURPOSES OF COMPARIBILTY THE COMMITTEE LOOKS AT ORGANIZATIONS OF SIMILAR SIZE AS MEASURED BY FUNCTIONAL EXPENSES AND NET ASSETS AND GEOGRAPHIC LOCATION. THIS PROCESS IS SUMMARIZED IN EXECUTIVE COMMITTEE NOTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990 | THE FOLLOWING HAVE BEEN REVISED BASED ON THE COMPLETION OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE SIXTEEN MONTH PERIOD OCTOBER 1, 2021 TO JANUARY 31, 2023: PART I, LINES 8, 12, 17, 18, 19, 20, AND 22 PART IV, LINE 12A PART VIII, LINES 1C, 1F, 1H, 8A, 8B AND 12 PART IX, LINES 24E AND 25 PART IX, LINES 1, 2, 3 AND 10 PART X, LINES 3, 16, 28, 31 AND 32 PART XII, LINES 2B AND 2C SCHEDULE A, PART II, LINES 1, 4, 5, 6, 7, 11 AND 14 SCHEDULE B, PART II NO. 2 SCHEDULE D, PARTS XI, XII AND XIII SCHEDULE G, PART II LINES 1, 2, 3, 7 AND 10 |
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