2015-02-16T10:19:03-06:00 2014-06-30 132550103 D'ARCANGELO & CO LLP 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 105731301 990 2013-07-01 136007082 THE MUSIC CONSERVATORY OF WESTCHESTER INC MUSI 9147613715 216 CENTRAL AVENUE WHITE PLAINS NY 10606 JEAN NEWTON EXECUTIVE DIRECTOR 9147613900 2015-02-13 1 ALFRED F THOBEN P00836295 9146944600 2015-02-13 2013 2016-02-25 16:41:14Z JEAN NEWTON 216 CENTRAL AVENUE WHITE PLAINS NY 10606 3180536 0 X MUSICCONSERVATORY.ORG X 1929 NY OPERATE A COMMUNITY MUSIC SCHOOL PROVIDING MUSIC PROGRAMS FOR CHILDREN AND ADULTS OF ALL AGES AND ABILITIES WITH A COMMITMENT TO THE ARTS, GUIDING STUDENTS TO DEVELOP THEIR TALENTS IN WAYS THAT SUPPORT THEIR INDIVIDUAL GOALS AND INTERESTS MENTORED BY DEDICATED AND TALENTED FACULTY. 19 19 110 108 0 0 636862 607393 1993280 2094102 6108 19712 14755 99698 2651005 2820905 99483 111447 0 0 1903790 1962853 0 0 314770 809696 767161 2812969 2841461 -161964 -20556 9315622 9237451 4775427 4594650 4540195 4642801 X THE MUSIC CONSERVATORY OF WESTCHESTER IS A WELCOMING, DIVERSE COMMUNITY OF PEOPLE WITH A SHARED COMMITMENT TO THE ARTS, GUIDING STUDENTS OF ALL AGES AND ABILITIIES TO DEVELOP THIEIR TALENTS IN WAYS THAT SUPPORT THEIR INDIVIDUAL GOALS AND INTERESTS, MENTORED BY DEDICATED, EXCELLENT FACULTY. 0 0 1486166 111447 1681052 INSTRUCTION - FOUNDED IN 1929, THE MUSIC CONSERVATORY OF WESTCHESTER IS A NON-PROFIT COMMUNITY MUSIC SCHOOL PROVIDING OUTSTANDING MUSIC PROGRAMS FOR CHILDREN AND ADULTS OF ALL AGES AND ABILITIES. THE CONSERVATORY'S PROGRAMS INCLUDE INDIVIDUAL INSTRUMENTAL AND VOCAL INSTRUCTION, PERFORMING ENSEMBLES, MUSICIANSHIP CLASSES, SUZUKI INSTRUCTION AND YOUNG CHILDREN'S CLASSES, STUDENT RECITALS AND PERFORMANCES, MASTER CLASSES, WORKSHOPS AND SPECIAL EVENTS. EACH YEAR THE CONSERVATORY PROVIDES APPROXIMATELY $100,000 IN SCHOLARSHIP ASSISTANCE TO FINANCIALLY DESERVING STUDENTS. THE CONSERVATORY IS ACCREDITED BY THE NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC, AND IS A MEMBER OF THE NATIONAL GUILD OF COMMUNITY SCHOOLS OF THE ARTS. TOTAL ENROLLMENT FOR ITS THREE SEMESTERS WAS AS FOLLOWS: SUMMER 2013, 250 STUDENTS; FALL 2013, 634 STUDENTS; SPRING 2014, 652 STUDENTS. OFFSITE PROGRAMS HAD 33 PARTICIPATING PROGRAMS BENEFITING 1,874 OF THEIR STUDENTS AND 8 MUSICIANS/THERAPISTS. PROGRAMS INCLUDE BOTH GROUP AND INDIVIDUAL INSTRUCTION. THE TOTAL FACULTY IS COMPOSED OF 66 PROFESSIONAL MUSICIANS. 282538 413050 OUTREACH PROGRAM - CALLED THE MUSIC THERAPY INSTITUTE, THE OUTREACH PROGRAM FACILITATES WEEKLY MUSIC THERAPY GROUPS AND PROFESSIONAL DEVELOPMENT PROGRAMS TO PARTNERING ORGANIZATIONS AND PUBLIC SCHOOL DISTRICTS IN WESTCHESTER COUNTY, NY. WORKING WITH CHILDREN AND ADULTS WITH A RANGE OF DEVELOPMENTAL, EMOTIONAL, COGNITIVE AND SOCIAL IMPAIRMENTS, MUSIC THERAPISTS USE THE ACTIVE PROCESS OF MUSIC MAKING TO ENGAGE STUDENTS AND ADDRESS SPECIFIC GOALS, INCLUDING: INCREASING COMMUNICATION, IMPROVING SOCIAL SKILLS, PROVIDING OPPORTUNITIES FOR SELF EXPRESSION, IMPROVING IMPULSE CONTROL AND IMPROVING ATTENTION TO TASK. PROFESSIONAL DEVELOPMENT PROGRAMS ASSIST MUSIC EDUCATORS IN PUBLIC SCHOOL DISTRICTS TO DEVELOP AND IMPLEMENT APPROPRIATE MUSIC PROGRAMS FOR SPECIAL NEEDS LEARNERS. THE CHILDREN AND ADULTS INVOLVED IN THE PROGRAMS BENEFITTED FROM THIS HIGHLY MOTIVATED, INCLUSIONARY PROGRAM BY DEMONSTRATING GROWTH IN ALL AREAS OF FUNCTIONING. THE PROGRAM HAD 32 PARTICIPATING PARTNERS/SCHOOLS AND PROVIDED PROGRAMS IN 78 DIFFERENT LOCATIONS. 183656 39961 PERFORMANCES - IN 2013-2014 CONSERVATORY STUDENTS AND FACULTY PRESENTED 73 PERFORMANCES IN THE SCHOOL'S RECITAL HALL AND IN A VARIETY OF COMMUNITY VENUES. PERFORMANCE IS AN INTEGRAL COMPONENT OF THE CONSERVATORY'S EDUCATIONAL PROGRAM. STUDENTS PERFORM AS SOLOISTS ON THEIR INSTRUMENT OF STUDY. STUDENT ENSEMBLES ALSO PERFORM AT LEAST TWICE DURING THE SCHOOL YEAR. PERFORMANCE CLASSES, CALLED "PLAY-INS," OFFER AN INFORMAL OPPORTUNITY FOR STUDENTS TO LEARN RECITAL SKILLS AND STAGE ETIQUETTE. SEPARATE RECITAL OPPORTUNITIES ARE PROVIDED FOR ADULT STUDENTS. FACULTY PERFORMANCES IN THE COMMUNITY OFFER A SHOWCASE FOR THE QUALITY AND TALENTS OF OUR FACULTY AS WELL AS OPPORTUNITIES FOR STUDENTS AND THEIR FAMILIES TO HEAR THEIR TEACHERS PERFORM. 1952360 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X MUSIC CONSERVATORY OF WESTCHESTER 9147613715 216 CENTRAL AVENUE WHITE PLAINS NY 10606 ANTHONY GALLINARI TRUSTEE 1.00 X 0 0 0 NANCY GOODMAN SECRETARY 2.00 X X 0 0 0 ROBERT HEATH CHAIRMAN AND TREASURER 2.00 X X 0 0 0 ALAN E KATZESQ TRUSTEE 1.00 X 0 0 0 MARY LYNN BIANCO TRUSTEE 1.00 X 0 0 0 JOEL BRIETKOPF VICE PRESIDENT 2.00 X X 0 0 0 LAURENCE KEISER ESQ CPA TRUSTEE 1.00 X 0 0 0 RODD BERRO PRESIDENT 2.00 X X 0 0 0 CAROLINE G BAUMAN MD TRUSTEE 1.00 X 0 0 0 GEORGE DRAPEAU TRUSTEE 1.00 X 0 0 0 LAWRENCE SLATTERY TRUSTEE 1.00 X 0 0 0 THOMAS A CRATTY TRUSTEE 1.00 X 0 0 0 GEORGIA B POLLAK TRUSTEE 1.00 X 0 0 0 GARY E BASHIAN TRUSTEE 1.00 X 0 0 0 MAYO G BARTLETT ESQ TRUSTEE 1.00 X 0 0 0 JOHN BOTTOMLEY TRUSTEE 1.00 X 0 0 0 ALEXANDER JOHNSON TRUSTEE 1.00 X 0 0 0 MARIANNA KENNEDY TRUSTEE 1.00 X 0 0 0 JENNIFER WEISS TRUSTEE 1.00 X 0 0 0 JEAN NEWTON EXECUTIVE DIRECTOR 40.00 X 99316 0 2256 MACK CUNNINGHAM CHIEF OPERATING OFFICER 40.00 X 68880 0 4800 168196 0 7056 0 0 0 1 0 55245 69617 482531 379 607393 TUITION 900099 1681052 1681052 CONTRACT SERVICES 900099 413050 413050 2094102 15054 15054 206105 160644 45461 45461 45461 140489 135831 4658 4658 4658 77432 55245 63156 14276 14276 MISCELLANEOUS 900099 39961 39961 39961 2820905 2134063 0 79449 111447 111447 176531 45898 82970 47663 1586930 1071819 327165 187946 15440 10036 3551 1853 46009 29906 10582 5521 137943 89663 31727 16553 1514 1514 17900 17900 19793 5028 14765 44910 44910 21366 21366 95112 71334 14267 9511 5062 3190 607 1265 161532 148609 4846 8077 249319 211921 32411 4987 21121 14785 3168 3168 TUITION & FEES DISCOUNT 29738 29738 SUPPLIES & MUSIC 29535 19198 6793 3544 PAYROLL INSURANCE 22135 14388 5091 2656 PRINTING AND POSTAGE 13673 8887 3145 1641 34451 26631 2200 5620 2841461 1952360 574331 314770 205935 221174 102646 25878 74138 196450 135929 141592 44955 62884 11200468 3853994 7598670 7346474 919595 1018133 233754 224866 9315622 9237451 214522 267149 241296 177438 3090000 2995000 47000 47000 1071525 1027962 111084 80101 4775427 4594650 X 3313237 3014134 415429 817138 811529 811529 4540195 4642801 9315622 9237451 -20556 123162 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 919595 142427 43889 1018133 856458 103416 40279 919595 857289 -831 856458 832070 155220 90738 39263 857289 926768 75528 93078 77148 832070 0.11750 0.88250 0 0 426734 725856 1152590 1647334 7437239 3012826 6071747 756439 693241 63198 206866 147927 58939 7346474 CAPITALIZED LEASE OBLIGATION 1329 DUE TO TENANT 78772 80101 X 2898606 123162 123162 2775444 45461 45461 2820905 2841461 0 2841461 0 2841461 PART V, LINE 4: ENDOWMENT CONTRIBUTIONS REPRESENT DONOR STIPULATED CONTRIBUTIONS TO BE INVESTED FOR A DESIGNATED PERIOD OF TIME, GENERALLY IN PERPETUITY. PART X, LINE 2: INCOME TAXES NO PROVISION FOR INCOME TAXES HAS BEEN MADE ON THE CONSERVATORY'S INCOME SINCE THE CONSERVATORY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS PUBLICLY SUPPORTED FOR FEDERAL INCOME TAX PURPOSES. THE CONSERVATORY HAS EVALUATED THE EFFECT OF UNCERTAIN TAX POSITIONS, IF ANY, AND PROVIDES FOR THOSE POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF GAAP AND DISCLOSES ANY MATERIAL ADJUSTMENTS AS A RESULT OF TAX EXAMINATIONS. THE CONSERVATORY REPORTS INTEREST AND PENALTIES RESULTING FROM THESE ADJUSTMENTS, IF ANY, AS OTHER FEES INCLUDED IN MANAGEMENT AND GENERAL EXPENSES IN THE STATEMENTS OF FUNCTIONAL EXPENSES. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THERETO. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 TO 2014 ARE SUBJECT TO AUDIT BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-OPERATING INCOME - RENTAL OF PROPERTY 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 REGISTRATION MATERIAL AND BROCHURES INDICATES THE SCHOOL'S NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 6 THE MUSIC CONSERVATORY OF WESTCHESTER HAS RECEIVED GRANTS FROM THE NEW YORK STATE COUNCIL ON THE ARTS AND OTHER NEW YORK STATE AGENCIES. GRANTS RECEIVED FROM AGENCIES ARE FOR PROGRAM SERVICES PROVIDED BY THE ORGANIZATION TO THE PUBLIC. GOLF & TENNIS CLASSIC 80185 43345 36840 50832 JAZZ BRUNCH 17305 11900 5405 7938 2 35187 35187 132677 55245 77432 58770 58770 18662 1 TUITION SCHOLARSHIPS - THE SCHOLARSHIP PROGRAM IS A FINANCIAL AID PROGRAM AND IS FUNDED EACH FISCAL YEAR THROUGH THE MUSIC CONSERVATORY'S ENDOWMENT RESTRICTED FUNDS, INDIVIDUAL AND BOARD PARTICIPATION, SPECIAL EVENTS AND FOUNDATION CONTRIBUTIONS. THE DEMAND FOR AID EXCEEDS THE BUDGET FUND LEVEL WITH THE RECENT ECONOMIC DOWNTURN. EACH AID REQUEST IS MANAGED THROUGH THE DEAN OF STUDENT AND FACULTY'S OFFICE. 85 111447 TUITION RATE REDUCTION OF TUITION COST TO INDIVIDUAL STUDENTS AND FAMILIES BASED ON FULL TUITION AND CHARGES AND THE INDIVIDUAL NEEDS OF THE APPLICANTS AS DETERMINED BY THE MUSIC CONSERVATORY. X X 0 0 0 0 0 0 0 1 0 PART I, LINE 7 ALAN E. KATZ, ESQ. - TRUSTEE IS A PARTNER IN GREENFIELD, STEIN & SENIOR, A LAW FIRM THAT DOES LEGAL WORK BOTH PRO-BONO AND FEE BASED FOR THE ORGANIZATION. A COUNTY OF WESTCHESTER INDUSTRIAL DEVELOPMENT AGENCY 521294265 957388CC5 1999-06-22 4500000 ACQUISTION OF 214-216 CENTRAL AVE, WHITE PLAINS, NY AND RENOVATIONS. 0 1 0 A 2000 0 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 NANCY GOODMAN TRUSTEE CASH FLOW UNTIL THE ORGANIZATION RECEIVES GRANT PROCEEDS X 30000 30000 0 1 1 NANCY GOODMAN TRUSTEE CASH FLOW UNTIL THE ORGANIZATION RECEIVES GRANT PROCEEDS X 17000 17000 0 1 1 47000 EVE POLLON WIDOW OF FORMER EXECUTIVE DIRECTOR 15440 PENSION OBLIGATION PENSION ALAN KATZ ESQ PARTNER IN GREENFIE MR. KATZ IS A MEMBER OF THE BOARD OF TRUSTEES OF THE CONSERVATORY 1514 LEGAL SERVICES 0 FORM 990, PART VI, SECTION A, LINE 7A THE ESTABLISHED BOARD, BASED ON THE BY-LAWS OF THE CORPORATION, SPONSORS NEW MEMBERS OF THE BOARD AND VOTES ON INVITING A NEW MEMBER TO JOIN THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B MINUTES OF FINANCE COMMITTEE AND OTHER ADVISORY COMMITTEES ARE NOT FORMALLY MAINTAINIED. ACTIONS DELIBERATED AND AUTHORIZED BY SUCH COMMITTEES ARE SUMMARIZED BY THE COMMITTEE CHAIRMAN AND REPORTED TO THE ENTIRE BOARD AND IF ACTION IS RECOMMENDED A FORMAL BOARD RESOLUTION IS PREPARED FOR APPROVAL BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER, AND THE ACCOUNTING SUPERVISOR REVIEW AND COMPARE THE 990 TO THE FINANCIAL STATEMENT BEFORE THE RETURN IS SIGNED AND MAILED TO THE IRS. THE RETURN IS ALSO REVIEWED BY THE CONSERVATORY'S FINANCE COMMITTEE AND THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF CONFLICT OF INTEREST POLICY A. EACH TRUSTEE, OFFICER, EMPLOYEE AND VOLUNTEER SHALL BE PROVIDED WITH AND ASKED TO REVIEW A COPY OF THIS POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. B. ANNUALLY EACH TRUSTEE, OFFICER, EMPLOYEE AND VOLUNTEER SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH HE OR SHE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A TRUSTEE OF OR CONSULTANT TO ANOTHER NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO MCW. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A TRUSTEE, OFFICER, EMPLOYEE OR VOLUNTEER, OR A FAMILY MEMBER THEREOF, SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE EXECUTIVE DIRECTOR OR PRESIDENT OF THE BOARD CHAIR, THE EXECUTIVE TRUSTEE, COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. C. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF TRUSTEES. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED TO ALL STAFF AND VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES' METHODOLOGY WHEN HIRING PERSONNEL AT THE LEVEL OF EXECUTIVE DIRECTOR, OTHER OFFICER OR KEY EMPLOYEE IS TO CONSULT PUBLICATIONS LISTING COMPENSATION CURRENTLY BEING PAID TO A COMPARABLE LEVEL OF PEOPLE WORKING UNDER SIMILAR CIRCUMSTANCES; BUDGET CONSIDERATIONS USUALLY PLAY A ROLE IN DETERMINING COMPENSATION AND THE POSITION WILL PROBABLY BE FILLED AT A SALARY LESS THAN THE CURRENT MARKET RATE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE BEING HELD AT THE MUSIC CONSERVATORY OF WESTCHESTER'S OFFICES AND ARE AVAILABLE TO PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCEDURE FOR REVIEW OF FORM 990 PRIOR TO FILING HAS NOT CHANGED.