2023-01-26T15:23:58-06:00 2022-08-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2021-09-01 222479696 ROCKPORT MUSIC INC ROCK 9785467391 16 MAIN STREET ROCKPORT MA 01966 ANTHONY BEADLE PRESIDENT 9785467391 2023-01-23 1 ANTHONY BEADLE XXX-XX-XXXX JOSEPH GISO CPA P00030126 7819143400 2023-01-23 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z NINA DOGGETT 16 MAIN STREET ROCKPORT MA 01966 7034762 0 X WWW.ROCKPORTMUSIC.ORG X 1982 MA TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC. 22 22 44 127 181493 0 2725630 3442485 331532 1772218 -73218 190937 93818 364485 3077762 5770125 0 0 0 0 1195357 1837932 0 0 688708 1651157 3142438 2846514 4980370 231248 789755 34853263 31175312 3804526 723539 31048737 30451773 X ROCKPORT MUSIC INSPIRES A LOVE AND UNDERSTANDING OF MUSIC THROUGH EXCEPTIONAL LIVE PERFORMANCES AND CREATIVE LEARNING OPPORTUNITIES. 0 0 3746210 0 1682809 ROCKPORT MUSIC IS A PREMIER CONCERT DESTINATION WITH ITS SEASIDE SHALIN LIU PERFORMANCE CENTER. A WORLD-CLASS ARTS PRESENTER BRINGING A WIDE VARIETY OF MUSIC, INCLUDING CLASSICAL CHAMBER MUSIC, JAZZ, FOLK, POP AND GLOBAL MUSIC. ADDITIONALLY, ROCKPORT MUSIC PRESENTS THE HIGHEST QUALITY IN BROADCAST PRESENTATIONS BY THE METROPOLITAN OPERA, THE NATIONAL THEATRE OF ENGLAND, AND MANHATTAN SHORT FILM FESTIVAL. ROCKPORT MUSIC HAS REBUILT ITS ANNUAL PRESENTATIONS TO NEARLY THE SAME LEVEL AS PRE-PANDEMIC WITH 120 CONCERTS AND 39 BROADCASTS, ANNUALLY, WITH ATTENDANCE OVER 33,000. IN THIS PAST YEAR, ROCKPORT MUSIC'S EDUCATION PROGRAMS SERVED OVER 550 STUDENTS THROUGH 25 SCHOOL VISITS AND THE COMMUNITY ENGAGEMENT SERIES REACHED OVER 1,400. THE ORGANIZATION HAS CONTINUED VIRTUAL CONCERT OFFERINGS THROUGH THE YEAR BUT TRANSITIONED TO OFFERING CONCERT HIGHLIGHTS OF 10-12 CONCERTS/YEAR. 231923 0 0 WE ARE DISTINGUISHED BY OUR EXPANSIVE EDUCATIONAL PROGRAMS, WHICH DEEPEN AN APPRECIATION FOR GREAT MUSIC AND MAKE ENRICHING MUSICAL EXPERIENCES ACCESSIBLE TO ALL AGES. WE NURTURE NEW AUDIENCES AND INSPIRE FUTURE ARTISTS AND PATRONS THROUGH INNOVATIVE AND INTERACTIVE PROGRAMS. THE EDUCATIONAL PROGRAMS HAVE TRANSITIONED BACK TO ALL IN-CLASSROOM PROGRAMMING WITH PRESENTATIONS BY AFRICAN DRUMMER SOWAH MENSAH, THE AEOLUS QUARTET, THE CALLIOPE BRASS. ADDITIONALLY, THE RETURN OF THE JAZZ WORKSHOP IN AUGUST 2022 HAD 30 ENTHUSIASTIC JAZZ STUDENTS PARTICIPATING. THE ORGANIZATION HAS IS UNDERTAKING DEIAB INITIATIVES IN BOTH EDUCATION, PROGRAMMING AND THE ORGANIZATION. 3978133 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 44 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X ANTHONY BEADLE 9785467391 16 MAIN STREET ROCKPORT MA 01966 NINA DOGGETT CHAIR 16.00 X X 0 0 0 JEANNIE MCINTYRE VICE-CHAIR 4.00 X X 0 0 0 SUSAN WAGNER TRUSTEE 2.00 X 0 0 0 DIANNE LUBY TREASURER 4.00 X X 0 0 0 LINDA WALKER CLERK/SECRETARY 4.00 X X 0 0 0 EDWARD BECKER VICE-CHAIR 4.00 X X 0 0 0 J ROBERT CASSADY MD TRUSTEE 2.00 X 0 0 0 PHILIP CUTTER TRUSTEE 2.00 X 0 0 0 JERRY HAUSMAN TRUSTEE 2.00 X 0 0 0 SANDRA JESSE TRUSTEE 2.00 X 0 0 0 SANDRA LAWRENCE TRUSTEE 2.00 X 0 0 0 PAMELA THEISEN MORSS TRUSTEE 2.00 X 0 0 0 DAVID W SCUDDER TRUSTEE 2.00 X 0 0 0 LAURA STEVENS TRUSTEE 2.00 X 0 0 0 NAOMI R STONBERG TRUSTEE 2.00 X 0 0 0 PETER WERNAU TRUSTEE 2.00 X 0 0 0 PETER CALKINS TRUSTEE 2.00 X 0 0 0 GREGG KVISTAD TRUSTEE 2.00 X 0 0 0 STEPHEN PERRY TRUSTEE 2.00 X 0 0 0 NED MORSE TRUSTEE 2.00 X 0 0 0 WINAND VAN EEGHEN TRUSTEE 2.00 X 0 0 0 PATRICIA ZEIGLER TRUSTEE 2.00 X 0 0 0 ANTHONY BEADLE EXECUTIVE DIRECTOR 40.00 X 184762 0 7053 LORI CORREALE DIRECTOR OF DEVELOPMENT 40.00 X 104980 0 29757 289742 0 36810 2 0 1 0 HEIRLOOM BUILDERS LLC 34 MT PLEASANT AVE GLOUCESTER MA 01930 GENERAL CONTRACTING 110421 1 1105 1521381 1919999 256260 3442485 EVENT REVENUE 711300 1617405 1617405 MERCHANDISE & CONCESSI 711300 154813 65404 89409 1772218 197099 197099 92084 0 92084 92084 92084 912083 918245 -6162 -6162 -6162 618793 1105 346392 272401 272401 5770125 1682809 181493 463338 199437 121657 37893 39887 1258742 799820 57568 401354 41112 24074 7951 9087 177241 105254 12311 59676 161400 100652 10922 49826 3558 3558 53187 53187 65379 38707 14465 12207 217158 213108 300 3750 138485 114753 13123 10609 137483 82883 34709 19891 383152 345995 17573 19584 18427 10590 2542 5295 544528 515331 10011 19186 96490 73477 9189 13824 CONCERT EXPENSES 1358828 1354568 4260 MEALS, BAR & MERCHANDIS 45358 45358 ARTISTIC DIRECTOR'S EXP 22245 22096 149 FUNDRAISING CULTIVATION 20577 1300 19277 37583 8510 28227 846 4980370 3978133 313529 688708 65802 329903 2580794 1266185 530300 326138 1989 2234 3197 3211 194471 147829 22190674 5892261 16683437 16298413 14075655 12627388 717618 174011 34853263 31175312 499232 356024 692657 367515 2612637 0 3804526 723539 X 16936722 18047700 14112015 12404073 31048737 30451773 34853263 31175312 789755 -1404569 17850 0 X X 0 1 X 1 0 X 3890581 2847199 2647283 2725630 3442485 15553178 1866761 1929575 801775 315730 1682809 6596650 5757342 4776774 3449058 3041360 5125294 22149828 0 0 0 22149828 698270 384713 305995 161949 197099 1748026 698270 384713 305995 161949 197099 1748026 6455612 5161487 3755053 3203309 5322393 23897854 0.92690 0.65200 0.07310 0.06860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11298695 625212 -885960 317386 10720561 9371282 630245 1612252 315084 11298695 8194310 777983 721621 322632 9371282 5007146 4023024 109231 945091 8194310 10393770 770583 543508 6700715 5007146 0.17670 0.82330 0 0 2034654 2034654 19837219 5588133 14249086 155039 151071 3968 163762 153057 10705 16298413 X 4729798 -1404569 17850 346392 -1040327 5770125 0 5770125 5326762 346392 346392 4980370 0 4980370 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN COMPUTED ON RENTAL INCOME AND RELATED CONCESSION SALES THAT ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION FILES FEDERAL AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF AUGUST 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART V, LINE 4: THE ENDOWMENT CONSISTS OF PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS AS WELL AS BOARD DESIGNATED UNRESTRICTED NET ASSETS. FUNDS ARE INVESTED IN ACCORDANCE WITH THE ORGANIZATION'S INVESTMENT POLICY AND FUNDS ARE RELEASED TO SUPPORT THE VARIOUS PROGRAMS OF THE ORGANIZATION. FALL GALA 406496 1105 405391 26625 46250 147074 GERSHWIN GALA 213402 0 213402 36738 21539 68166 619898 1105 618793 63363 67789 215240 346392 272401 X X 0 0 0 0 0 0 0 0 0 ANTHONY BEADLE EXECUTIVE DIRECTOR 184762 0 0 0 0 0 5237 0 1816 0 191815 0 0 0 X 6 244024 FMV X HOTEL ROOMS 2 6244 X BANQUET ROOM, FOOD AND DRINKS 1 4887 X SIGNS 1 1105 0 0 0 PART I, COLUMN (B) THE NUMBERS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B SENIOR MANAGEMENT AND THE AUDIT COMMITTEE RECEIVES A COMPLETED DRAFT FORM 990 (WITHOUT SCHEDULE B) TO REVIEW AND SUBMITS COMMENTS AND QUESTIONS TO THE ACCOUNTANTS WHO PREPARE THE RETURN. ONCE THE QUESTIONS ARE ADEQUATELY ANSWERED AND ARE APPROVED BY THE AUDIT COMMITTEE, A COMPLETE COPY OF FORM 990 (WITHOUT SCHEDULE B) IS THEN SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ADEQUATE TIME TO REVIEW THE PREPARED FORM 990 AND PROVIDE COMMENTS. ANY COMMENTS ARE THEN PROVIDED TO THE DIRECTOR OF FINANCE WHO GROUPS AND SUMMARIZES COMMENTS AND IS RESPONSIBLE FOR FILING THE RETURN. ANY ISSUES ARE DOCUMENTED AND ADDRESSED. THE RETURN IS THEN FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING A QUESTIONNAIRE ANNUALLY. A COPY IS PROVIDED TO THE SECRETARY TO RETAIN FOR THE ORGANIZATION'S RECORDS. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT IS THE DUTY OF THE INDIVIDUAL TO DISCLOSE SUCH INTEREST. THIS INTEREST IS TO BE RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD AND WHERE THE CONFLICT CONCERNS ANY BOARD OR COMMITTEE MEMBER, THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE IN CONNECTION WITH PREVIOUSLY ESTABLISHED GOALS ALONG WITH ACCOMPLISHMENTS RELATIVE TO CURRENT SALARY AND MARKET CONDITIONS. BASED UPON THIS REVIEW, THE EXECUTIVE COMMITTEE PRESENTS ITS ASSESSMENT AND RECOMMENDED COMPENSATION ADJUSTMENTS TO THE BOARD IN EXECUTIVE SESSION, FOR ITS APPROVAL. IN ADDITION, THE BOARD CHAIR SOLICITS COMMENTS ON THE EXECUTIVE DIRECTOR'S PERFORMANCE FROM ALL BOARD MEMBERS. BASED ON ALL OF THE PROCEEDING FEEDBACK, THE BOARD CHAIR MEETS WITH THE EXECUTIVE DIRECTOR FOR FORMAL REVIEW, INCLUDING PRESENTATION OF SALARY ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON REQUEST; GUIDESTAR.ORG; MASS. ATTORNEY GERNAL WEBSITE -HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/ AND OTHER SIMILAR TYPES OF WEBSITES. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.