2021-02-16T13:29:39-06:00 2020-08-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2019-09-01 222479696 ROCKPORT MUSIC INC ROCK 9785467391 16 MAIN STREET ROCKPORT MA 01966 ANTHONY BEADLE PRESIDENT 9785467391 2021-02-08 1 JOSEPH GISO CPA P00030126 7819143400 2021-02-08 2019 2022-09-23 18:48:47Z NINA DOGGETT 16 MAIN STREET ROCKPORT MA 01966 5206421 0 X WWW.ROCKPORTMUSIC.ORG X 1982 MA PRESENT MUSICAL AND OTHER ARTISTIC PERFORMANCES, FOSTER APPRECIATION OF AND ACCESSIBILITY TO MUSIC AND OTHER PERFORMING ARTS THROUGH SCHOOL AND COMMUNITY EDUCATION PROGRAMS 22 22 45 145 90111 0 2935386 2647283 1929575 801775 166981 180512 48530 91102 5080472 3720672 7000 1450 0 0 1573284 1551470 0 0 643007 3346722 2088994 4927006 3641914 153466 78758 31085057 31791427 3202941 3058485 27882116 28732942 X PRESENT MUSICAL AND OTHER ARTISTIC PERFORMANCES, FOSTER APPRECIATION OF AND ACCESSIBILITY TO MUSIC AND OTHER PERFORMING ARTS THROUGH SCHOOL AND COMMUNITY EDUCATION PROGRAMS 0 0 2447164 815156 FOR NEARLY 40 YEARS, ROCKPORT MUSIC HAS BEEN COMMITTED TO ONE ENDURING PURPOSE-ENRICHING LIVES THROUGH GREAT MUSIC. LOCATED IN THE SCENIC SEAPORT VILLAGE OF ROCKPORT, MASSACHUSETTS, ROCKPORT MUSIC TYPICALLY PRESENTS MORE THAN 155 EXCEPTIONAL MUSICAL PERFORMANCES AND EVENTS YEAR ROUND, HOWEVER, DUE TO THE COVID-19 PANDEMIC, OPERATIONS WERE SUSPENDED RESULTING IN ONLY 84 EVENTS FOR THE FISCAL YEAR. SINCE THE SUSPENSION, ROCKPORT MUSIC CURATED TWO SERIES--MUSIC MIDDAY SHARING PAST PERFORMANCE VIDEOS ON A WEEKLY BASIS AND THEN STARTING IN JUNE 2020 THE CONCERT VIEW SERIES THAT PRESENTED 9 VIRTUAL CONCERTS THROUGH THE SUMMER OF NEWLY RECORDED MATERIAL. AS OWNER AND OPERATOR OF THE STATE-OF-THE-ART, 330-SEAT SHALIN LIU PERFORMANCE CENTER (SLPC), THIS NUMBER OF EVENTS TYPICALLY INCLUDES THE ROCKPORT CHAMBER MUSIC FESTIVAL IN JUNE/JULY, THE ROCKPORT JAZZ FESTIVAL IN JULY/AUGUST, AND THE ROCKPORT CELTIC FESTIVAL IN AUGUST (WHICH NONE OF THE ABOVE OCCURRED IN 2020), AS WELL AS A HOST OF FREE PUBLIC CONCERTS AND PRESENTATIONS. THIS NUMBER ALSO INCLUDES HD BROADCASTS FROM THE METROPOLITAN OPERA, THE NATIONAL THEATRE OF ENGLAND, AND THE BOLSHOI BALLET. IN ADDITION, A TOTAL OF 145 VOLUNTEERS CONTRIBUTED OVER 3,290 HOURS IN VOLUNTEERISM HOURS IN ORDER TO PROVIDE PATRONS WITH ACCESS TO MUSICAL PERFORMANCES AND ENRICHMENT PROGRAMS. 193128 1450 5633 ROCKPORT MUSIC IS DEDICATED TO THE FOSTERING AN APPRECIATION OF MUSIC THROUGH ACCESSIBLE PROGRAMS FOR PEOPLE OF ALL AGES. OUR 80-PLUS EDUCATIONAL ENRICHMENT PROGRAMS ARE CENTRAL TO THIS MISSION AND REACH NEARLY 10,000 CHILDREN AND ADULTS IN A TYPICAL YEAR. THE PROGRAMS INCLUDE 7 SCHOOL RESIDENCIES PRESENTED IN 26 SEPARATE SCHOOL PROGRAMS AS WELL AS GOING OUT TO DIVERSE AUDIENCES AT DIFFERENT FACILITIES AND ORGANIZATIONS AROUND CAPE ANN. PROGRAMS ALSO INCLUDE FREE COMMUNITY CONCERTS, PRE-CONCERT LECTURES, OPEN REHEARSALS AND ADULT EDUCATION CLASSES. 2640292 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 1 114 0 1 45 1 1 1 0 0 0 0 0 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 0 1 0 0 MA X X X ANTHONY BEADLE 9785467391 16 MAIN STREET ROCKPORT MA 01966 ANTHONY BEADLE EXECUTIVE DIRECTOR 40.00 X 186406 0 1170 LORI CORREALE DEVELOPMENT 40.00 X 100809 0 14678 KATHARINE ANNE URNER-JONES DEVELOPMENT 40.00 X 107669 0 116 KAREN HERLITZ MARKETING 40.00 X 102931 0 116 NINA DOGGETT CHAIR 16.00 X X 0 0 0 SUSAN WAGNER VICE-CHAIR 4.00 X X 0 0 0 MARGARET ZIERING VICE-CHAIR 4.00 X X 0 0 0 ALLAN H COHEN TREASURER 4.00 X X 0 0 0 LINDA WALKER CLERK 4.00 X X 0 0 0 JERRY HAUSMAN TRUSTEE 2.00 X 0 0 0 PHILIP CUTTER TRUSTEE 2.00 X 0 0 0 PAMELA THEISEN MORSS 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 FRANK E BERSON TRUSTEE 2.00 X 0 0 0 RICHARD TENNANT TRUSTEE 2.00 X 0 0 0 PETER WERNAU TRUSTEE 2.00 X 0 0 0 ROBERT J CASSIDY MD TRUSTEE 2.00 X 0 0 0 GLENN ALTO TRUSTEE 2.00 X 0 0 0 SANDRA JESSE TRUSTEE 2.00 X 0 0 0 PATRICIA PETROU TRUSTEE 2.00 X 0 0 0 DAVID W SCUDDER TRUSTEE 2.00 X 0 0 0 STEPHEN M BELL TRUSTEE 2.00 X 0 0 0 DAVID SWEET TRUSTEE 2.00 X 0 0 0 JEANNIE MCINTYRE TRUSTEE 2.00 X 0 0 0 EDWARD BECKER TRUSTEE 2.00 X 0 0 0 497815 0 16080 4 0 1 0 0 276774 2370509 16735 2647283 EVENT REVENUE 711300 641793 641793 HD AND FILM 711300 102131 102131 MERCHANDISE & CONCESSIONS 711300 52218 34322 17896 OUTREACH AND EDUCATION 711300 5633 5633 801775 196870 196870 109125 0 109125 109125 36910 72215 1451368 1451470 16256 -102 -16256 -16358 -16358 0 276774 18023 -18023 -18023 3720672 820789 90111 162489 1450 1450 186655 104527 44797 37331 1105082 650587 63139 391356 157023 74139 26063 56821 102710 58562 8336 35812 1500 1500 20962 20962 16362 503 15859 145877 138560 7317 26764 8716 15817 2231 91446 61936 20176 9334 253652 198583 41446 13623 4170 3575 595 100735 46626 29604 24505 554536 500641 35351 18544 87196 62583 14269 10344 CONCERT EXPENSES 573340 573321 0 19 HD & FILM 52890 52890 0 0 OUTSIDE SERVICES 48632 29169 8201 11262 BANK SERVICE CHARGES 36406 31243 565 4598 74526 46256 8955 19315 3641914 2640292 358615 643007 65485 542849 393024 437543 1810270 981440 6615 3688 3841 138197 160112 22836999 4862629 18181608 17974370 10492785 11684657 31085057 31791427 296403 203887 378944 163531 2527594 2691067 3202941 3058485 X 15966336 16292586 11915780 12440356 27882116 28732942 31085057 31791427 78758 772068 0 X X 0 1 X 1 0 X 4045420 7884193 3890581 2847199 2647283 21314676 1797668 1733974 1866761 1929575 801775 8129753 5843088 9618167 5757342 4776774 3449058 29444429 870000 282666 688611 1841277 1107760 4225969 1522701 448385 494891 7799706 1977760 4225969 1522701 731051 1183502 9640983 19803446 106703 411189 698270 384713 305995 1906870 106703 411189 698270 384713 305995 1906870 5949791 10029356 6455612 5161487 3755053 31351299 0.63170 0.65250 0.06080 0.04970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8194310 777983 721621 322632 9371282 5007146 4023024 109231 945091 8194310 10393770 770583 543508 6700715 5007146 4249735 6176604 314894 347463 10393770 1631102 2535503 158965 75835 4249735 0.07740 0.92260 0 0 2444479 2444479 18771333 4462397 14308936 1310386 124023 1186363 155039 145715 9324 155762 130494 25268 17974370 X 4510763 772068 18023 790091 3720672 0 3720672 3659937 18023 18023 3641914 0 3641914 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, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 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 SUMMER GALA 276774 276774 18023 276774 276774 18023 18023 -18023 1 X X 0 0 0 0 0 0 0 0 0 ANTHONY BEADLE EXECUTIVE DIRECTOR 186406 0 0 0 0 0 0 0 1170 0 187576 0 0 0 X 8 235880 FMV X LODGING & TRANSPORTATION 1 16735 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.