2022-02-08T21:49:35-06:00 2021-08-31 203985546 JOHNSON OCONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2020-09-01 222479696 ROCKPORT MUSIC INC ROCK 9785467391 16 MAIN STREET ROCKPORT MA 01966 ANTHONY BEADLE PRESIDENT 9785467391 2022-01-25 1 ANTHONY BEADLE XXX-XX-XXXX JOSEPH GISO CPA P00030126 7819143400 2022-01-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NINA DOGGETT 16 MAIN STREET ROCKPORT MA 01966 4600399 0 X WWW.ROCKPORTMUSIC.ORG X 1982 MA ROCKPORT MUSIC INSPIRES A LOVE AND UNDERSTANDING OF MUSIC THROUGH EXCEPTIONAL LIVE PERFORMANCES AND CREATIVE LEARNING OPPORTUNITIES. 20 20 38 89 87464 0 2647283 2725630 801775 331532 180512 -73218 91102 93818 3720672 3077762 1450 0 0 0 1551470 1195357 0 0 486947 2088994 1651157 3641914 2846514 78758 231248 31791427 34853263 3058485 3804526 28732942 31048737 X ROCKPORT MUSIC INSPIRES A LOVE AND UNDERSTANDING OF MUSIC THROUGH EXCEPTIONAL LIVE PERFORMANCES AND CREATIVE LEARNING OPPORTUNITIES. 0 0 1902251 337886 ROCKPORT MUSIC IS A PREMIER CONCERT DESTINATION WITH A WIDE VARIETY OF MUSIC, INCLUDING CLASSICAL CHAMBER MUSIC, JAZZ, FOLK, POP AND WORLD. ADDITIONALLY, ROCKPORT MUSIC PRESENTS THE HIGHEST QUALITY IN BROADCAST OFFERINGS WITH PRESENTATIONS BY THE METROPOLITAN OPERA, THE BOLSHOI BALLET AND THE NATIONAL THEATRE OF ENGLAND. DURING A REGULAR (PRE-PANDEMIC) SEASON, ROCKPORT MUSIC WOULD HOST NEARLY 150 PROGRAMS ANNUALLY WITH OVER 35,000 IN ATTENDANCE, AS WELL AS NUMEROUS EDUCATION PROGRAMS THAT TYPICALLY REACH NEARLY 10,000 STUDENTS AND ADULTS. SINCE WE WERE UNABLE TO PRESENT IN-PERSON PROGRAMMING DURING MOST OF THE 2020-21 SEASON, WE HOSTED 20 VIRTUAL CONCERTS WITH OVER 165,000 VIEWS AND A REACH OF OVER 360,000. ADDITIONALLY, WHEN IN-PERSON CONCERTS DID RETURN TO THE STAGE, ROCKPORT MUSIC PRESENTED A VIRTUAL OPTION FOR PATRONS TO EVERY SUMMER OFFERING. 123868 WE ARE DISTINGUISHED BY OUR EXPANSIVE EDUCATIONAL PROGRAMS, WHICH DEEPEN AN APPRECIATION FOR GREAT MUSIC AND MAKE ENRICHING MUSICAL EXPERIENCES ACCESSIBLE TO ALL. THROUGH THESE INNOVATIVE AND INTERACTIVE PROGRAMS FOR PEOPLE OF ALL AGES, WE NURTURE NEW AUDIENCES AND INSPIRE FUTURE ARTISTS AND PATRONS. DURING PRE-PANDEMIC PERIOD, THE ROCKPORT MUSIC EDUCATIONAL PROGRAMS WOULD REACH NEARLY 10,000 STUDENTS AND ADULTS. DURING THE PANDEMIC, ROCKPORT MUSIC PROVIDED LOCAL SCHOOLS VIRTUAL MUSIC LESSONS PROVIDED BY RENOWNED ARTISTS AND RESULTED IN 9 VIRTUAL SCHOOL AND REACHED 220 STUDENTS. ADDITIONALLY, WE PRESENTED 4-5 FREE EDUCATIONAL VIRTUAL PROGRAMS THAT FEATURED KLEZMER VIOLIN, A CONCERT OF UNDERREPRESENTED MINORITY COMPOSERS, AND MUCH MORE. 2026119 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 38 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 MA X X X ANTHONY BEADLE 9785467391 16 MAIN STREET ROCKPORT MA 01966 ANTHONY BEADLE EXECUTIVE DIRECTOR 40.00 X 177229 0 1141 LORI CORREALE DEVELOPMENT 40.00 X 99197 0 23190 KATHARINE ANNE URNER-JONES -FMR DEVELOPMENT 40.00 X 67595 0 116 KAREN HERLITZ MARKETING 40.00 X 96663 0 116 SCOTT ROGERS DIRECTOR OF TECHNICAL OPERATIONS 40.00 X 62768 0 20863 NINA DOGGETT CHAIR 16.00 X X 0 0 0 JEANNIE MCINTYRE VICE-CHAIR 4.00 X X 0 0 0 SUSAN WAGNER VICE-CHAIR 4.00 X X 0 0 0 DIANNE LUBY TREASURER 4.00 X X 0 0 0 LINDA WALKER CLERK 4.00 X X 0 0 0 GLENN ALTO TRUSTEE 2.00 X 0 0 0 EDWARD BECKER TRUSTEE 2.00 X 0 0 0 STEPHEN M BELL TRUSTEE 2.00 X 0 0 0 ROBERT J CASSIDY 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 WILLIAM E TAYLOR TRUSTEE 2.00 X 0 0 0 PETER WERNAU TRUSTEE 2.00 X 0 0 0 MARGARET ZIERING TRUSTEE 2.00 X 0 0 0 503452 0 45426 1 0 1 0 0 2500 874714 1848416 6907 2725630 EVENT REVENUE 711300 313236 313236 MERCHANDISE & CONCESSIONS 711300 15802 15802 HD AND FILM 711300 2494 2494 331532 139793 139793 93818 0 93818 93818 22156 71662 592008 717618 592938 929699 -930 -212081 -213011 -213011 0 2500 0 0 3077762 337886 87464 -73218 182990 106134 54897 21959 693891 423127 38237 232527 17212 8250 3049 5913 215955 103845 39265 72845 85309 50869 8418 26022 11263 6446 4817 21375 21375 11085 1385 9700 68578 65156 3422 12125 2988 6657 2480 87102 57089 18559 11454 296133 247306 31196 17631 98171 45439 28851 23881 544709 489356 36809 18544 90808 62727 16279 11802 CONCERT EXPENSES 291995 286198 5797 OUTSIDE SERVICES 44832 23758 9580 11494 BANK SERVICE CHARGES 30350 24818 740 4792 FUNDRAISING CULTIVATION 13300 749 12551 29331 20479 5019 3833 2846514 2026119 333448 486947 33558 65802 946834 2580794 981440 530300 6615 1989 3841 3197 160112 194471 22033567 5350130 17974370 16683437 11684657 14075655 0 717618 31791427 34853263 203887 499232 163531 692657 2691067 2612637 3058485 3804526 X 16292586 16936722 12440356 14112015 28732942 31048737 31791427 34853263 231248 2084547 0 X X 0 1 X 1 0 X 7884193 3890581 2847199 2647283 2725630 19994886 1733974 1866761 1929575 801775 315730 6647815 9618167 5757342 4776774 3449058 3041360 26642701 111233 282666 688611 287988 1370498 4114736 1522701 448385 467442 67967 6621231 4225969 1522701 731051 1156053 355955 7991729 18650972 411189 698270 384713 305995 161949 1962116 411189 698270 384713 305995 161949 1962116 10029356 6455612 5161487 3755053 3203309 28604817 0.65200 0.63170 0.06860 0.06080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9371282 630245 1612252 315084 11298695 8194310 777983 721621 322632 9371282 5007146 4023024 109231 945091 8194310 10393770 770583 543508 6700715 5007146 4249735 6176604 314894 347463 10393770 0.11730 0.88270 0 0 2034654 2034654 19688112 5057048 14631064 155039 148393 6646 155762 144689 11073 16683437 X 5162309 2084547 2084547 3077762 0 3077762 2846514 0 2846514 0 2846514 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, 2021. PT III, 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 1 X X 0 0 0 0 0 0 0 0 0 ANTHONY BEADLE EXECUTIVE DIRECTOR 177229 0 0 0 0 0 0 0 1141 0 178370 0 0 0 X 13 281800 FMV 0 0 0 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 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 POLICY IS REVIEWED AT LEAST ANNUALLY WITH THE BOARD FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWED THE EXECUTIVE DIRECTOR'S PERFORMANCE IN CONNECTION WITH PREVIOUSLY ESTABLISHED GOALS ALONG WITH REVIEWING HIS ACCOMPLISHMENTS RELATIVE TO HIS THEN CURRENT SALARY AND MARKET CONDITIONS. BASED UPON THIS REVIEW, THE EXECUTIVE COMMITTEE PRESENTED ITS ASSESSMENT AND RECOMMENDED COMPENSATION ADJUSTMENTS TO THE BOARD IN EXECUTIVE SESSION, FOR ITS APPROVAL. IN ADDITION, THE BAORD CHAIR SOLICITED COMMENTS ON THE EXECUTIVE DIRECTOR'S PERFORMANCE FROM ALL BOARD MEMBERS. BASED ON ALL OF THE PROCEEDING FEEDBACK, THE BOARD CHAIR MET WITH THE EXECUTIVE DIRECTOR FOR HIS FORMAL REVIEW, INCLUDING PRESENTATION OF HIS SALARY ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 18 IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION. 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.