2019-11-14T09:18:33-06:00 2019-06-30 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2018-07-01 160768758 The David Hochstein Memorial Music School Inc DAVI 5854544596 50 North Plymouth Avenue Rochester NY 14614 Margaret Quackenbush President/Exec. Dir. 5854544596 2019-11-06 1 Stephanie Annunziata P00195472 5852322956 2019-11-05 24.213.221.209 2019-11-06 08:11:22 ES P D46326B1983D801061FDCFB232989F09322BB043 EED34D6A34E9B096F1693306A9DCD468B0143128 2018 2020-03-31 21:24:44Z Margaret Quackenbush 50 North Plymouth Avenue Rochester NY 14614 3841770 0 X www.hochstein.org X 1920 NY Provide music and dance education to nurture & encourage personal achievement. 29 29 158 154 4772 0 822435 943260 1809497 1876165 317013 130086 103079 138353 3052024 3087864 312266 281924 0 0 1980778 2102386 0 0 158293 778907 800073 3071951 3184383 -19927 -96519 7754146 7799077 243396 192654 7510750 7606423 The David Hochstein Memorial Music School, Inc. provides our community with excellent music and dance education in an environment which nurtures and encourages personal achievement. 0 0 1863464 149123 1484998 Music and Dance: 2,200 students aged infants to senior citizens were served in 36-week school year and 6-week summer sessions, taking weekly individual lessons, musicianship and dance classes, vocal and instrumental ensembles (chamber music, choirs, bands, jazz and rock combos, orchestras), to develop skills and knowledge in music and dance, Over 100 student performances were offered, nearly all of which were free to the public. 532758 132801 409827 Expressive Arts: 1,489 clients were served throughout 36-week school year and 6-week summer sessions onsite and 46 program weeks at community sites; students from preschool to senior citizen ages participated in weekly individual music, dance, and/or art therapy sessions and/or group sessions, to develop cognitive, physical, social, and emotional skills contributing to their independence and quality of life. Many of the participants also perform in periodic concerts at Hochstein and in the community. 118593 ROCmusic: 130 students in grades 1-12, all residents of the City of Rochester, were served by the ROCmusic afterschool program, a collaborative of The Hochstein School, Eastman School, Eastman Community Music School, City of Rochester, Rochester City School District, Rochester Philharmonic Orchestra, and Gateways Music Festival. Instruction in strings and brass instruments as well as musicianship and ensembles was provided through the school year at the Gantt, Edgerton, and Douglass Community Centers, as well as during a short summer program. Hochstein serves as the fiscal agent for the ROCmusic collaborative. This program is supported by contributions. 2514815 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 158 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X Margaret Quackenbush 5854544596 50 North Plymouth Avenue Rochester NY 14614 Abby Adair Reinhard Director 0.50 X 0 0 0 C Allan Reeve Esq Treasurer 0.50 X X 0 0 0 Mark Fiorini Director 0.50 X 0 0 0 Darren Miller Director 0.50 X 0 0 0 Katherine Schumacher Director 0.50 X 0 0 0 Carlos Carballada Director 0.50 X 0 0 0 Elizabeth Hallmark Director (through 10/2018) 0.50 X 0 0 0 Mimi Hwang Director 0.50 X 0 0 0 Nan Hildebrandt Director 0.50 X 0 0 0 Eric Logan Director 0.50 X 0 0 0 Charles Pulire Director 0.50 X 0 0 0 Rachel Rosen Director 0.50 X 0 0 0 Kearstin Piper Brown Director 0.50 X 0 0 0 Margaret Rachfal Director 0.50 X 0 0 0 Nancy Reale Director 0.50 X 0 0 0 Susan J Scanlon Esq Director 0.50 X 0 0 0 Jeffrey Wright Director 0.50 X 0 0 0 Christopher Shea Director 0.50 X 0 0 0 Mary Steblein Director 0.50 X 0 0 0 Jennifer Stenzel Vice Chair 0.50 X X 0 0 0 Kathleen Suher Director 0.50 X 0 0 0 Elizabeth Rice Director 0.50 X 0 0 0 Dr Michael Rotondo Director 0.50 X 0 0 0 Betsy Friedman Director 0.50 X 0 0 0 Virgil Joseph Director 0.50 X 0 0 0 Jenny Kellogg Director 0.50 X 0 0 0 Steve Morse Director 0.50 X 0 0 0 Anthony Piazza Esq Director 0.50 X 0 0 0 Meera Sampath Secretary 0.50 X X 0 0 0 Steve Wershing Chair 0.50 X X 0 0 0 Dr Margaret Quackenbush President/Executive Director 40.00 X 113607 0 2406 113607 0 2406 1 0 0 0 0 10171 137402 22500 773187 42787 943260 Tuition and Registrati 611600 1876165 1876165 1876165 100664 100664 117723 7277 0 0 117723 7277 125000 7277 4772 112951 762532 733110 29422 29422 29422 22766 137402 20796 1970 1970 372 0 372 372 Other Income 611600 11011 11011 11011 3087864 1894825 4772 245007 281924 281924 120970 72582 24194 24194 1755501 1460519 195245 99737 64071 44594 13924 5553 161844 133821 18311 9712 552 552 16490 16490 26341 26341 60122 30059 26313 3750 46350 42955 3395 92539 6653 81820 4066 2724 2724 264538 216394 46280 1864 16661 12249 4257 155 4838 4838 199207 166555 31104 1548 Educational Supplies 21880 21880 Bad Debt Expense 14000 14000 Recitals and Performanc 5710 5710 28121 18920 4882 4319 3184383 2514815 511275 158293 129129 173419 65404 125460 23506 29272 90314 40288 637 637 37054 42870 8205421 4765708 3558997 3439713 3849105 3947418 7754146 7799077 129050 115679 19346 29475 95000 47500 243396 192654 X 6128124 6059106 95748 230399 1286878 1316918 7510750 7606423 7754146 7799077 -96519 192192 0 X 0 1 X 1 0 X 721845 768325 836051 822435 943260 4091916 1863340 1859386 1781157 1809591 1876537 9190011 24229 27640 25295 4777 22766 104707 2609414 2655351 2642503 2636803 2842563 13386634 0 0 0 13386634 213822 201792 179760 193338 220892 1009604 213822 201792 179760 193338 220892 1009604 16637 11778 9033 9810 11011 58269 2839873 2868921 2831296 2839951 3074466 14454507 0.92610 0.92440 0.06980 0.07150 X Schedule A, Part III, Line 12, Explanation of Other Income: Ticket Sales Bad Debt Recovery Other Income from Related Activities RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3849105 30040 322134 227520 26341 3947418 1278411 8467 154271 145007 9264 1286878 1268411 10000 142918 135751 7167 1278411 1257411 11000 8794 699 8095 1268411 1216701 40710 3134 3462 1257411 0.66640 0.33360 0 0 495662 495662 6243188 3593241 2649947 704324 596297 108027 762247 576170 186077 3439713 3282843 192192 192192 3090651 -2787 -2787 3087864 3187170 2787 2787 3184383 0 3184383 Part V, Line 4: The endowment fund is to support the current operating budget of Hochstein by releasing a sustainable supplemental flow of income and appreciation to be used for the general purposes of the School, to provide for the long term growth of the principal of the invested funds, and to provide a reserve of last resort for the School. Part XI, Line 4b - Other Adjustments: Direct Fundraising Expenses -2,787. Part XII, Line 2d - Other Adjustments: Direct Fundraising Expenses 2,787. Part V, line 1a: Due to the addition of established quasi-endowment funds, the beginning balance does not match the prior year ending balance. Gala 139387 121187 18200 2152 17528 75 139387 121187 18200 2152 17528 75 19755 -1555 1 Tuition assistance 1746 281924 Tuition Rates Reduced or free tuition. Part I, Line 2: Tuition assistance awards to individuals and families who participate in our programs are made on the basis of required documentation, guidelines and sliding fee scales established by the School's administration; requests for assistance beyond the established guidelines are reviewed by the Dean of Students, who makes final decisions, unless additional review is requested from the President & Executive Director. X Musical Instruments 15 31060 Opinions of experts X Office Supplies 1 5500 Fair Market Value X Other 5 5442 Fair Market Value X Musical Supplies 3 785 Estimate 0 1 0 Form 990, Part VI, Section B, line 11b The Form 990 will be reviewed by the Finance/Audit Committee before filing. All members of the Board of Directors will also receive the Form 990 to review before filing as well. Form 990, Part VI, Section B, line 12c Conflict of interest disclosure statements are completed annually by Board members and by the School's senior staff; they are reviewed by the School's President and the Board Chair. Individual statements are updated if a Board member/Board member's firm has been contracted by the School for compensated services. In 2018-2019 we had no such contracts with Board members or firms in which Board members had an interest. Quarterly, Board members are reminded to provide to the School's President any changes in their affiliations that may result in a conflict of interest. If a potential conflict is identified, the nature of the potential conflict is explored to determine whether a conflict of interest that has bearing on decisions made and/or funds expended. If the School considers contracting with a Board member/a Board member's firm, the Board member is required to abstain from any committee or full Board deliberation and approval process. Form 990, Part VI, Section B, line 15a The President/Executive Director's salary is evaluated as part of the annual budget process prepared by the Finance Committee and offered to the full Board for their approval. Following the budget approval, the Executive Committee of the Board considers the performance evaluation of the President & Executive Director and makes the final determination of any compensation increase specific to this position, including consideration of appropriate benchmarks. There are no other key employees compensated. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, and financial statements are available upon request. Summary information about the School's financial position, members of the public served, and other accomplishments are published in an annual report, available in print on request as well as on the School's website.