GROTON HILL MUSIC INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GROTON HILL MUSIC INC (EIN 04-2867945)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-09
- IRS object ID
- 202230689349301623
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-09T15:32:48-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BOSTON PLACE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042867945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIAN HILL MUSIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 9784869524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1484 | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FIORENTINO | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9784869524 | PhoneNum |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | FIORENTINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD MCNEIL | PreparerPersonNm |
| PTIN | P00090108 | PTIN |
| Phone | 6176481400 | PhoneNum |
| Preparation | 2022-03-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA FIORENTINO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1484 | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,650,542 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDIANHILLMUSIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO SHARE THE TRANSFORMATIVE POWER OF MUSIC, THROUGH TEACHING AND PERFORMING AND GIVING MUSIC GENEROUSLY WHEN THERE IS NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,424,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $59,855,611 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,982,617 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,545,605 | CYProgramServiceRevenueAmt |
| PY Investment Income | $408,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $503,299 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $38,815,944 | PYTotalRevenueAmt |
| CY Total Revenue | $61,904,515 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,861 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $54,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,814,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,471,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $483,783 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,274,175 | PYOtherExpensesAmt |
| CY Other Expenses | $2,964,505 | CYOtherExpensesAmt |
| PY Total Expenses | $4,177,753 | PYTotalExpensesAmt |
| CY Total Expenses | $5,490,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,638,191 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,414,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,880,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,132,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,722,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,838,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,158,139 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $181,293,762 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO SHARE THE TRANSFORMATIVE POWER OF MUSIC, THROUGH TEACHING AND PERFORMING AND GIVING MUSIC GENEROUSLY WHEN THERE IS NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,925,250 | ExpenseAmt |
| Grant | $54,372 | GrantAmt |
| Revenue | $1,527,040 | RevenueAmt |
| Desc | THE MUSIC EDUCATION PROGRAM SERVES APPROXIMATELY 1,000 STUDENTS OF ALL AGES AND ABILITIES WITH A FACULTY OF PROFESSIONAL ARTISTS AND EDUCATORS THROUGH PRIVATE INSTRUCTION, GROUP LESSONS AND ENSEMBLES FOR ALL INSTRUMENTS AND VOICE IN MANY GENRES INCLUDING CLASSICAL, JAZZ, FOLK, POPULAR, CELTIC, MUSICAL THEATRE AND OPERA. THE ORGANIZATION IS COMMITTED TO PROVIDING AFFORDABLE MUSIC EDUCATION AND ALSO HAS BEEN ABLE TO PROVIDE $54,372 IN SCHOLARSHIP AID. THE ORGANIZATION NEEDED TO SUSPEND GROUP EDUCATIONAL ACTIVITIES AND ALSO SWITCH TO REMOTE PRIVATE LESSONS DUE TO COVID-19.ALL PROGRAM SERVICES (4A, 4B AND 4C) CONDUCTED BY THE ORGANIZATION WERE IMPACTED BY THE OUTBREAK OF COVID-19 IN EARLY CALENDAR YEAR 2020. AS A RESULT OF MANDATES FROM FEDERAL AND STATE AUTHORITIES, THE ORGANIZATION SUSPENDED IN-PERSON PROGRAM SERVICES BEGINNING IN MARCH 2020. THE ORGANIZATION'S PROGRAMMING MIGRATED TO VIRTUAL RATHER THAN IN-PERSON SERVICES WHENEVER POSSIBLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,826,420 | ExpenseAmt |
| Revenue | $18,565 | RevenueAmt |
| Desc | THE ORGANIZATION'S MISSION IS CENTERED ON THE PRINCIPLE THAT PERFORMANCE AND EDUCATION ARE FULLY INTEGRATED AND REPRESENT AN INTEGRAL PART OF THE ORGANIZATION'S MUSIC EDUCATION CURRICULUM. ATTENDING PROFESSIONAL CONCERTS AND WATCHING A PROFESSIONAL AT WORK IS ESSENTIAL TO DEVELOPING STRONG PERFORMANCE TECHNIQUES AND AN UNDERSTANDING OF HOW TO MASTER ONE'S INSTRUMENT. LISTENING TO, AND EVALUATING MUSIC AND MUSIC PERFORMANCE ARE KEY STANDARDS OF A COMPREHENSIVE, QUALITY MUSIC EDUCATION PROGRAM. THE ORGANIZATION'S PERFORMANCE PROGRAM SERVED 6,500 PEOPLE THROUGH VIRTUAL PROGRAMMING, INCLUDING PERFORMANCES AND LECTURES WITH MUSICIANS FROM THE PROFESSIONAL ORCHESTRA OF INDIAN HILL LED BY ARTISTIC DIRECTOR, BRUCE HANGEN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,636 | ExpenseAmt |
| Desc | THE ORGANIZATION'S MUSIC PHILANTHROPY PROGRAM INCLUDES AFTER SCHOOL MUSIC LESSONS AND SCHOOL DAY PERFORMANCES IN LOW-INCOME COMMUNITIES, FREE MONTHLY BACH'S LUNCH CONCERTS THAT SERVE SENIOR CITIZENS, AND SINGING BY ITS THRESHOLD SINGERS FOR THOSE IN HOSPICE CARE. THE NUMBER OF EVENTS AND INDIVIDUALS SERVED WAS NEGATIVELY IMPACTED BY THE NEED TO SUSPEND IN-PERSON PROGRAMMING DUE TO COVID-19. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,788,306 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 106 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FIORENTINO | PersonNm |
| Phone | 9784869524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 KING STREET | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| CAROLE PREST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE RIGGERT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MOULTON | |||||||
| HONORARY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEB VERNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY FUHRER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN PANEK | |||||||
| TREASURER | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KIRSTA DAVEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA MARANDA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRIAM SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ASHTON | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER BENTINCK-SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL FRANCISCO | |||||||
| CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RALPH BROWN | |||||||
| HONORARY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ANDERSON | |||||||
| HONORARY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIMON JONES | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEPHEN IRISH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY SIEBELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA FIORENTINO | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $154,714 | $0 | $16,782 | Yes (X) | ||
| CATHERINE COLEMAN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $121,675 | $0 | $0 | Yes (X) | ||
| PETER ROBBINS | |||||||
| DIRECTOR OF EDUCATION | 40.00 | $109,566 | $0 | $8,291 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $385,955 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,073 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY SHEPHERD | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MAIN STREET | AddressLine1Txt |
| City | TOWNSEND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROJECT MANAGEMENT | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,330,849 | GovernmentGrantsAmt |
| All Other Contributions | $58,524,762 | AllOtherContributionsAmt |
| Total Contributions | $59,855,611 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 711190 | $1,522,845 | $1,522,845 |
| TICKET REVENUE | 711190 | $11,020 | $11,020 |
| SERVICE FEES | 711190 | $6,340 | $6,340 |
| PROGRAM SPONSORSHIP | 711190 | $5,400 | $5,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,545,605 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,616 | TotalRevenueColumnAmt |
| Exclusion | $224,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,024,710 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $746,027 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,683 | TotalRevenueColumnAmt |
| Exclusion | $278,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,904,515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,545,605 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $503,299 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,372 | TotalAmt |
| Program Services | $54,372 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,712 | TotalAmt |
| Program Services | $95,856 | ProgramServicesAmt |
| Management And General | $47,928 | ManagementAndGeneralAmt |
| Fundraising | $47,928 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014,373 | TotalAmt |
| Program Services | $1,588,268 | ProgramServicesAmt |
| Management And General | $73,000 | ManagementAndGeneralAmt |
| Fundraising | $353,105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,521 | TotalAmt |
| Program Services | $78,757 | ProgramServicesAmt |
| Management And General | $5,992 | ManagementAndGeneralAmt |
| Fundraising | $8,772 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,923 | TotalAmt |
| Program Services | $134,421 | ProgramServicesAmt |
| Management And General | $8,231 | ManagementAndGeneralAmt |
| Fundraising | $29,271 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,700 | TotalAmt |
| Management And General | $15,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,609 | TotalAmt |
| Management And General | $25,609 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,201 | TotalAmt |
| Program Services | $32,701 | ProgramServicesAmt |
| Fundraising | $2,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,658 | TotalAmt |
| Program Services | $49,740 | ProgramServicesAmt |
| Fundraising | $15,918 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,543 | TotalAmt |
| Program Services | $43,696 | ProgramServicesAmt |
| Management And General | $720 | ManagementAndGeneralAmt |
| Fundraising | $8,127 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,034 | TotalAmt |
| Program Services | $20,020 | ProgramServicesAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
| Fundraising | $6,373 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,934 | TotalAmt |
| Program Services | $2,557,043 | ProgramServicesAmt |
| Management And General | $10,783 | ManagementAndGeneralAmt |
| Fundraising | $5,108 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94 | TotalAmt |
| Program Services | $94 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,592 | TotalAmt |
| Program Services | $75,764 | ProgramServicesAmt |
| Management And General | $11,403 | ManagementAndGeneralAmt |
| Fundraising | $1,425 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,850 | TotalAmt |
| Program Services | $26,827 | ProgramServicesAmt |
| Management And General | $10,222 | ManagementAndGeneralAmt |
| Fundraising | $3,801 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM PRODUCTION | $23,278 | $21,549 | $30 | $1,699 |
| ADMINISTRATION FEES | $16,593 | $9,198 | $7,639 | -$244 |
| MISCELLANEOUS | $419 | $419 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,490,406 | TotalAmt |
| Program Services | $4,788,306 | ProgramServicesAmt |
| Management And General | $218,317 | ManagementAndGeneralAmt |
| Fundraising | $483,783 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,015 | BOYAmt |
| EOY | $1,559,636 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,449 | BOYAmt |
| EOY | $7,866,777 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,950 | BOYAmt |
| EOY | $848,321 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,492 | BOYAmt |
| EOY | $743,071 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,403 | BOYAmt |
| EOY | $230,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $150,859,578 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,028,927 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,407,045 | BOYAmt |
| EOY | $148,830,651 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,509,884 | BOYAmt |
| EOY | $25,053,395 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,880,238 | BOYAmt |
| EOY | $185,132,267 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,779,973 | BOYAmt |
| EOY | $3,346,051 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,986 | BOYAmt |
| EOY | $311,131 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,600 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,540 | BOYAmt |
| EOY | $181,323 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,722,099 | BOYAmt |
| EOY | $3,838,505 | 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 | $120,782,731 | BOYAmt |
| EOY | $150,261,454 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,408 | BOYAmt |
| EOY | $31,032,308 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,158,139 | BOYAmt |
| EOY | $181,293,762 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,880,238 | BOYAmt |
| EOY | $185,132,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $56,414,109 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $742,647 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$21,133 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | $3,042,571 | BeginningYearBalanceAmt |
| Contributions | $20,514,584 | ContributionsAmt |
| Investment Earnings Or Losses | $1,122,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $78,100 | OtherExpendituresAmt |
| Administrative Expenses | $22,456 | AdministrativeExpensesAmt |
| End Year Balance | $24,543,129 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,945,534 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $200,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $74,750 | OtherExpendituresAmt |
| Administrative Expenses | $18,601 | AdministrativeExpensesAmt |
| End Year Balance | $3,042,571 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,865,125 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $185,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $72,550 | OtherExpendituresAmt |
| Administrative Expenses | $17,811 | AdministrativeExpensesAmt |
| End Year Balance | $2,945,534 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,726,757 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $185,165 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,797 | AdministrativeExpensesAmt |
| End Year Balance | $2,865,125 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,554,699 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $284,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $68,675 | OtherExpendituresAmt |
| Administrative Expenses | $16,464 | AdministrativeExpensesAmt |
| End Year Balance | $2,726,757 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93650 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06350 | 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 | $2,937,825 | OtherCostOrOtherBasisAmt |
| Book Value | $2,937,825 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,600,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,591,812 | DepreciationAmt |
| Book Value | $2,008,485 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,140,237 | OtherCostOrOtherBasisAmt |
| Book Value | $53,140,237 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $660,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $437,115 | DepreciationAmt |
| Book Value | $223,848 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,520,256 | OtherCostOrOtherBasisAmt |
| Book Value | $90,520,256 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,830,651 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES | Desc |
| Amt | $181,323 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $181,323 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,546,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $742,647 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$75,505 | OtherRevenueAmt |
| Revenue Not Reported | $667,142 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,878,906 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,609 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,609 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $61,904,515 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,410,425 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,410,425 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,609 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $54,372 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $79,981 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,490,406 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S RETURN ON THE INVESTMENT OF ENDOWMENT FUNDS IS USED FOR SCHOLARSHIPS, PHILANTHROPIC OUTREACH, ORCHESTRA INITIATIVES, EDUCATIONAL PROGRAMS AND OPERATIONAL NEEDS. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN TWELVE MONTHS OF JUNE 30, 2021. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES GENERALLY FOR THE YEARS ENDED JUNE 30, 2018, 2019 AND 2020. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS ARE RECOGNIZED AS A PART OF INTEREST EXPENSE AND MISCELLANEOUS EXPENSES, RESPECTIVELY, IN THE ACCOMPANYING STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NO ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND NONE WERE INCURRED DURING THE YEAR THEN ENDED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LESS SCHOLARSHIPS GRANTED -54,372. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -21,133. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS GRANTED 54,372. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS INCLUDED ON THE ORGANIZATION'S WEBSITE AND REGISTRATION DOCUMENTATION. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED $33,700 FROM THE MASSACHUSETTS CULTURAL COUNCIL, AND $1,695 FROM VARIOUS LOCAL CULTURAL COUNCILS. |
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 | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 52 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $54,372 | NonCashAssistanceAmt |
| Valuation Method Used | FMV OF TUITION | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES SCHOLARSHIPS TO STUDENTS IN NEED BASED UPON THE AVAILABLE FINANCIAL RESOURCES OF THE ORGANIZATION AND AN APPLICATION AND SELECTION PROCESS USING DEFINED CRITERIA. ALL SCHOLARSHIP GRANTS ARE TRACKED INTERNALLY AND APPLIED DIRECTLY TO THE COST OF TUITION FOR CLASSES AND LESSONS TO BE TAKEN AT OUR ORGANIZATION. THE ORGANIZATION TRACKS EACH STUDENT AND EACH LESSON OR CLASS THEY ATTEND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | LISA FIORENTINO | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $144,714 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,782 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,496 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA MARANDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $489,600 | TransactionAmt |
| Transaction | BANK LOAN | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVED 100% FORGIVENESS OF A $489,600 PAYCHECK PROTECTION PROGRAM (PPP) LOAN FROM ROLLSTONE BANK WHERE THE ORGANIZATION'S BOARD MEMBER IS EMPLOYED AS A SENIOR VICE PRESIDENT. THE BOARD MEMBER WAS NOT INVOLVED IN THE LOAN FORGIVENESS APPLICATION SUBMISSION OR APPROVAL PROCESS, NOR DID THE ORGANIZATION RECEIVE ANY SPECIAL TREATMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO DISTRIBUTION TO THE FULL BOARD. ONCE THE AUDIT COMMITTEE FINDS THE DOCUMENT TO BE ACCEPTABLE, THE FULL BOARD RECEIVES A COPY TO REVIEW. ALL BOARD MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS, AND ONCE THOSE QUESTIONS AND ANY RESULTING REVISIONS ARE ADDRESSED, THE 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A FORMAL, WRITTEN CONFLICT OF INTEREST POLICY. EACH MEMBER OF THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ORGANIZATION ARE REQUIRED TO CERTIFY ON AN ANNUAL BASIS THAT THEY HAVE RECEIVED AND REVIEWED THE POLICY AND THAT THEY ARE IN COMPLIANCE WITH IT. INTERNAL EMPLOYEES TRACK TO ENSURE CERTIFICATIONS ARE RECEIVED AND THAT NO ISSUES ARE REPORTED. IF ISSUES WERE TO EXIST, THEY WOULD BE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER FOR FURTHER REVIEW AND RESOLUTION. INDIVIDUALS WITH A CONFLICT OF INTEREST ARE NOT ALLOWED TO VOTE ON ANY MATTERS THAT ARE SUBJECT TO CONFLICT. IF A CONFLICT OF INTEREST SEVERELY IMPEDED AN INDIVIDUAL'S ABILITY TO PERFORM THEIR ORGANIZATIONAL DUTIES, THAT INDIVIDUAL WILL BE REMOVED FROM THEIR POSITION. |
| FORM 990, PART VI, SECTION B, LINE 15A | INCREASES TO CHIEF EXECUTIVE OFFICER COMPENSATION INCLUDE A PERFORMANCE REVIEW PROCESS, A REVIEW OF COMPARABILITY DATA, AND APPROVAL BY THE FULL BOARD OF DIRECTORS OR A SUBSET THEREOF. MINUTES OF ALL MEETINGS RELATED TO THE CHIEF EXECUTIVE OFFICER COMPENSATION ARE MAINTAINED TO DOCUMENT THE DELIBERATIONS AND DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S WEBSITE STATES THIS AND ALSO PROVIDES THE CONTACT INFORMATION TO OBTAIN THESE DOCUMENTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -21,133. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |
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