2014-02-12T10:09:45-06:00 2013-06-30 042549813 ERCOLINI & COMPANY LLP 101 ARCH STREET 300 BOSTON MA 02110 990 2012-07-01 042867945 INDIAN HILL MUSIC INC INDI 9784869524 PO BOX 1484 LITTLETON MA 01460 SUSAN RANDAZZO 9784869524 2014-02-10 1 PHILIP A WEITZEL P00209483 6174825511 2014-02-10 2012 2015-11-30 17:44:51Z SUSAN RANDAZZO PO BOX 1484 LITTLETON MA 01460 3280868 0 X WWW.INDIANHILLMUSIC.ORG X 1985 MA TO SHARE THE POWER OF MUSIC THROUGH TEACHING AND PERFORMING, AND GIVING MUSIC GENEROUSLY. 18 18 104 80 0 0 1888588 942716 1717664 1810224 66432 68189 1684 5043 3674368 2826172 38407 55606 0 0 1650803 1845619 72268 64195 344876 747358 849545 2508836 2814965 1165532 11207 5319374 5477263 635881 649057 4683493 4828206 THE ORGANIZATION'S MISSION IS TO SHARE THE TRANSFORMATIVE POWER OF MUSIC, THROUGH TEACHING AND PERFORMING, AND GIVING MUSIC GENEROUSLY WHEN THERE IS NEED. 0 0 1576094 54973 1622803 THE ORGANIZATION SERVES APPROXIMATELY 1,500 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 $54,973 IN SCHOLARSHIP AID. 493074 179054 ONE OF GREATER BOSTON'S LEADING PROFESSIONAL ORCHESTRAS, THE ORCHESTRA OF INDIAN HILL ANCHORS THE ORGANIZATION'S PERFORMANCE PROGRAMS, PRESENTING A SIX-CONCERT SYMPHONIC SEASON UNDER ARTISTIC DIRECTOR BRUCE HANGEN. SERVING OVER 4,000 PEOPLE ANNUALLY, THE ORCHESTRA OF INDIAN HILL HAS FEATURED INTERNATIONALLY RENOWNED GUEST SOLOISTS, COLLABORATED WITH DISTINGUISHED CHORAL GROUPS, AND COMMISSIONED NEW WORKS. THE ORGANIZATION ALSO PRESENTS CHAMBER MUSIC, JAZZ, AND FAMILY CONCERTS. 59550 633 8367 THE ORGANIZATION'S PHILANTHROPY INCLUDES AFTER SCHOOL MUSIC LESSONS AND SCHOOL DAY PERFORMANCES IN LOW-INCOME COMMUNITIES, FREE MONTHLY BACH'S LUNCH CONCERTS SERVING 2,000 SENIOR CITIZENS ANNUALLY, AND SINGING BY ITS THRESHOLD SINGERS FOR THOSE IN HOSPICE CARE. IN PARTNERSHIP WITH AREA NONPROFIT CULTURAL AND SOCIAL SERVICE ORGANIZATIONS, THE ORGANIZATION'S FACULTY AND STUDENT PERFORMERS PROVIDE MUSIC AT 50 EVENTS PER YEAR IN A VARIETY OF COMMUNITY SETTINGS. 2128718 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 113 0 1 104 1 0 0 0 0 0 1 1 1 1 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SUSAN RANDAZZO 9784869524 36 KING STREET LITTLETON MA 01460 JONATHAN PANEK 5.00 X X 0 0 0 JEFFREY FUHRER 1.00 X X 0 0 0 THOMAS ROSA 1.00 X X 0 0 0 MARY LIVINGSTON 1.00 X X 0 0 0 FAITH CROSS 1.00 X 0 0 0 ARMAND DIARBEKIRIAN 1.00 X 0 0 0 RYAN DUNN 1.00 X 0 0 0 MICHAEL HALLSTROM 1.00 X 0 0 0 MARY KAYE 1.00 X 0 0 0 MICHAEL KNUPP 1.00 X 0 0 0 MELISSA MARANDA 1.00 X 0 0 0 RUSS MURRAY 1.00 X 0 0 0 JACQUELINE NORMAND 1.00 X 0 0 0 JEAN NOTIS-MCCONARTY 1.00 X 0 0 0 CAROLE PREST 1.00 X 0 0 0 PAMELA RESOR 1.00 X 0 0 0 MARK SCHEIER 1.00 X 0 0 0 ARTHUR SHANE 1.00 X 0 0 0 JOHN SPINELLO 1.00 X 0 0 0 SUSAN RANDAZZO 40.00 X 105242 0 11246 105242 0 11246 1 0 0 0 0 4944 16855 920917 307709 942716 TUITION 711190 1614514 1614514 TICKET REVENUE 711190 116182 116182 SERVICE FEES 711190 54625 54625 ADVERTISING 711190 24903 24903 1810224 70565 70565 440017 442393 -2376 -2376 -2376 17346 4944 12303 5043 5043 2826172 1810224 0 73232 55606 55606 126972 1650 62661 62661 1536816 1258462 146638 131716 52811 28468 16931 7412 129020 98363 15911 14746 6300 6300 645 645 10803 10803 64195 64195 223587 223587 87873 78641 9232 56410 50974 2824 2612 11761 8862 854 2045 166902 114363 49722 2817 14319 12697 1622 1805 985 710 110 86481 63204 22526 751 27050 17914 7010 2126 PROGRAM PRODUCTION 115716 102096 309 13311 PROFESSIONAL FEES 21524 5835 1434 14255 MISCELLANEOUS 18369 66 1416 16887 2814965 2128718 341371 344876 282080 161860 376040 620609 1050 0 16867 12774 36718 18450 3397477 1493974 1938292 1903503 2668327 2760067 5319374 5477263 53781 48338 285260 318343 296840 282376 635881 649057 X 2392108 2274147 67585 328759 2223800 2225300 4683493 4828206 5319374 5477263 X 11207 162012 -10770 -17736 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2200699 1500 184240 -21275 -72725 -10688 2281751 2151728 200000 -42018 -20000 -78200 -10811 2200699 1913498 3937 341328 -19500 -77500 -10035 2151728 1796628 9100 217813 -19000 -76000 -15043 1913498 2284548 10516 -350683 -21000 -117200 -9553 1796628 0.00000 0.97530 0.02470 0 0 2809396 1021662 1787734 588081 472312 115769 1903503 CHARITABLE GIFT ANNUITIES 282376 282376 X 2808680 38394 38394 2770286 55886 55886 2826172 2771662 12303 12303 2759359 55606 55606 2814965 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2013. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX PROVISIONS 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, 2013. 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, 2010, 2011, AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE 94,000. LESS SCHOLARSHIPS GRANTED -55,606. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME 70,565. LESS REALIZED LOSSES -2,376. LESS DIRECT FUNDRAISING EXPENSES -12,303. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 12,303. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 55,606. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NON DISCRIMINATORY POLICY IS INCLUDED ON THE ORGANIZATION'S WEBSITE, REGISTRATION DOCUMENTATION, AND ON OTHER PROMOTIONAL MATERIALS THAT RELATE TO THE SOLICITATION OF STUDENTS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED $14,700 IN ASSISTANCE FROM THE MASSACHUSETTS CULTURAL COUNCIL, AND $2,155 FROM VARIOUS LOCAL CULTURAL COUNCILS. X X X X X X X 1 THE WAYLAND GROUP 323 BOSTON POST RD SUDBURY MA 01776 CONSULTING 0 0 49265 -49265 ALICE DENISON 36 HOPKINS ROAD ARLINGTON MA 02476 GRANT WRITING 0 0 6075 -6075 55340 -55340 MA GARDEN TOUR 11990 11990 1150 2949 GARDEN PARTY 10300 4944 5356 5924 900 1380 22290 4944 17346 7074 900 4329 12303 5043 1 SCHOLARSHIPS 108 55606 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. X 1 270000 SELLING PRICE X PIANO 1 14500 APPRAISED VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE ORGANIZATION IS REPORTING NUMBER OF ITEMS CONTRIBUTED THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION RECEIVED A RESIDENTAL HOME AS A BEQUEST, AND USED A THIRD PARTY REAL ESTATE COMPANY TO SELL THE PROPERTY. FORM 990, PART VI, SECTION B, LINE 11 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 INDIVIDUALS' ABILITY TO PERFORM THEIR ORGANIZATIONAL DUTIES, THAT INDIVIDUAL WILL BE REMOVED FROM THEIR POSITION. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - INCREASES TO EXECUTIVE DIRECTOR COMPENSATION INCLUDE A PERFORMANCE REVIEW PROCESS LED BY THE CHAIRMAN OF THE BOARD WITH INPUT FROM THE BOARD OF DIRECTORS AND SENIOR STAFF, A REVIEW OF COMPARABILITY DATA COMPLETED BY THE HUMAN RESOURCES SUB-COMMITTEE OF THE BOARD OF DIRECTORS, A RECOMMENDATION TO THE FULL BOARD BY THAT SUB-COMMITTEE AND APPROVAL BY THE FULL BOARD OF DIRECTORS. MINUTES OF ALL MEETINGS RELATED TO EXECUTIVE DIRECTOR COMPENSATION ARE MAINTAINED TO DOCUMENT THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15B - THE ORGANIZATION HAS NO KEY EMPLOYEES OR OTHER COMPENSATED OFFICERS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -17,736. 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.