MARLBORO SCHOOL OF MUSIC INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARLBORO SCHOOL OF MUSIC INC (EIN 03-0186612)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-05-18
- IRS object ID
- 202201389349301655
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-18T14:57:23-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030186612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLBORO SCHOOL OF MUSIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 2155694690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 301 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MANEVAL | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2155694690 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | MANEVAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE MCKNIGHT | PreparerPersonNm |
| PTIN | P01063588 | PTIN |
| Phone | 2154969200 | PhoneNum |
| Preparation | 2022-05-10 | 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 | CHRISTOPHER SERKIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 301 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,401,020 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARLBOROMUSIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP MUSICAL LEADERS THROUGH A COMMUNITY DEVOTED TO THE EXPLORATION OF CHAMBER MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,289,653 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,745,306 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,794 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $386,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,454,984 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,448,438 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,577 | PYOtherRevenueAmt |
| CY Other Revenue | $2,627 | CYOtherRevenueAmt |
| PY Total Revenue | $7,855,008 | PYTotalRevenueAmt |
| CY Total Revenue | $11,583,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $92,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $424,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,031,084 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,145,753 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,817,929 | PYOtherExpensesAmt |
| CY Other Expenses | $2,481,840 | CYOtherExpensesAmt |
| PY Total Expenses | $2,941,013 | PYTotalExpensesAmt |
| CY Total Expenses | $4,051,743 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,913,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,531,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,292,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,638,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,734,955 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,220,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,557,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,417,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE NEW GENERATIONS OF MUSICAL LEADERS BY ENABLING ARTISTS OF DIVERSE AGES, NATIONALITIES AND PERSPECTIVES TO FORM A NURTURING, CLOSELY-KNIT COMMUNITY DEVOTED TO THE INTENSIVE EXPLORATION OF CHAMBER MUSIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,798,462 | ExpenseAmt |
| Grant | $326,650 | GrantAmt |
| Revenue | $326,650 | RevenueAmt |
| Desc | TO CREATE A SUMMER STUDY PROGRAM AND COMMUNITY IN SOUTHEASTERN VERMONT IN WHICH 90 DIVERSE MUSICIANS SHARE INSIGHTS AND IDEAS IN INTENSIVE DAILY REHEARSALS, AND LIVE WITH ONE ANOTHER, AND WITH STAFF MEMBERS, SPOUSES AND CHILDREN FOR SEVEN WEEKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $415,110 | ExpenseAmt |
| Revenue | $59,996 | RevenueAmt |
| Desc | TO PRESENT WEEKEND CONCERTS TO AUDIENCES OF APPROXIMATELY 6,000 PER SEASON, FEATURING EXCEPTIONAL PERFORMANCES OF WORKS THAT EMANATE FROM OUR INTENSIVE SUMMER STUDY PROGRAM, AND WHICH INTRODUCE YOUNG EMERGING MUSICAL LEADERS, AND RARELY-HEARD AND NEW COMPOSITIONS OF SPECIAL MERIT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,746 | ExpenseAmt |
| Grant | $97,500 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO PRESENT SEVERAL SERIES OF TOURING ENSEMBLES IN MAJOR EAST COAST CITIES, AND SINGLE CONCERTS IN OTHER COMMUNITIES, THAT BRING EXCITING PERFORMANCES FROM OUR SUMMER TRAINING PROGRAM IN VERMONT TO BROADER AUDIENCES WHO WOULD NOT OTHERWISE BE ABLE TO EXPERIENCE THEM. THE TOUR PERFORMANCES WERE CANCELLED DURING THIS FISCAL YEAR DUE TO THE PANDEMIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,312,318 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | 0 | 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 | 0 | 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 | Yes (1) | 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 | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE TIERNEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155694690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 301 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MR PETER A BENOLIEL | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ANTHONY BERNER | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MRS MARTA CASALS ISTOMIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR CAROL CHRIST | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS CAROL COLBURN GRIGOR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS BARBARA E FIELD | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DANIEL B GINSBERG | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARSHA GRAY | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR STEPHEN J GREENBLATT | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JUDITH W HURTIG | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT W JONES | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DAPHNE KEMPNER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS SYLVIA MARX | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ELIZABETH MEYER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS PHYLLIS J MILLS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR EDWARD A MONTGOMERY JR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR LESTER S MORSE JR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MICHAEL POLLACK | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN S RAI ESQ | ||||||
| CLERK & VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR WILLIAM H ROBERTS | ||||||
| TREASURER & VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR LUISA M SAFFIOTTI | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHRISTOPHER SERKIN | ||||||
| PRESIDENT & CHAIRMAN | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACOB SMITH | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANNE-MARIE SOULLIERE | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN STAMAS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR EILEEN TATE CLINE | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR HARVEY TRAISON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WILLEM VAN EEGHEN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS BARBARA WINTER GLAUBER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHRISTOPH WOLFF | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANGELICA ZANDER RUDENSTINE | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MILES COHEN | ||||||
| ASSISTANT TREASURER | 30.00 | $76,004 | $0 | $11,485 | Yes (X) | |
| PHILIP MANEVAL | ||||||
| ASSISTANT TREASURER | 30.00 | $106,014 | $0 | $14,443 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $182,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COURTLAND CONSTRUCTION | |||||
| PO BOX 38 | WEST CHESTERFIELD | NH | 03466 | CONTRACTOR | $3,660,594 |
| HAMMEL GREEN AND ABRAHMSON INC | |||||
| 420 5TH ST NORTH SUITE 100 | MINNEAPOLIS | MN | 55401 | ARCHITECTURAL SERVICES | $191,363 |
| ARAMARK | |||||
| PO BOX 978839 | DALLAS | TX | 75379 | FOOD SERVICE PROVIDER | $170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $232,510 | GovernmentGrantsAmt |
| All Other Contributions | $4,512,796 | AllOtherContributionsAmt |
| Total Contributions | $4,745,306 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITIONS | 611600 | $326,650 | $326,650 |
| SUMMER TICKET SALES | 711130 | $57,187 | $57,187 |
| CD, BOOK & POSTER SALES | 711190 | $2,809 | $2,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $386,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $976,769 | TotalRevenueColumnAmt |
| Exclusion | $976,769 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $58,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,623 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,627 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,627 | TotalRevenueColumnAmt |
| Exclusion | $2,627 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,234,049 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,762,380 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,471,669 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,471,669 | TotalRevenueColumnAmt |
| Exclusion | $5,471,669 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,583,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $386,646 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,451,065 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,150 | TotalAmt |
| Program Services | $424,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,944 | TotalAmt |
| Program Services | $145,485 | ProgramServicesAmt |
| Management And General | $60,581 | ManagementAndGeneralAmt |
| Fundraising | $1,878 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,586 | TotalAmt |
| Program Services | $440,010 | ProgramServicesAmt |
| Management And General | $188,576 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,851 | TotalAmt |
| Program Services | $43,112 | ProgramServicesAmt |
| Management And General | $14,256 | ManagementAndGeneralAmt |
| Fundraising | $4,483 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,080 | TotalAmt |
| Program Services | $119,945 | ProgramServicesAmt |
| Management And General | $39,663 | ManagementAndGeneralAmt |
| Fundraising | $12,472 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,292 | TotalAmt |
| Program Services | $52,481 | ProgramServicesAmt |
| Management And General | $17,354 | ManagementAndGeneralAmt |
| Fundraising | $5,457 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,013 | TotalAmt |
| Management And General | $153,013 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,112 | TotalAmt |
| Management And General | $21,112 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,202 | TotalAmt |
| Program Services | $30,202 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,047 | TotalAmt |
| Program Services | $33,137 | ProgramServicesAmt |
| Management And General | $50,626 | ManagementAndGeneralAmt |
| Fundraising | $8,284 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,150 | TotalAmt |
| Program Services | $408,372 | ProgramServicesAmt |
| Management And General | $26,778 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,757 | TotalAmt |
| Program Services | $404,586 | ProgramServicesAmt |
| Management And General | $55,171 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,100 | TotalAmt |
| Program Services | $61,670 | ProgramServicesAmt |
| Management And General | $26,430 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACULTY, INVITED, GUEST | $415,110 | $415,110 | |
| OTHER SCHOOL EXPENSES | $333,698 | $300,328 | $33,370 |
| SUMMER FACILITY EXPENSE | $168,545 | $168,545 | |
| AUDITION & PIANO EXPENS | $84,123 | $84,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,983 | TotalAmt |
| Program Services | $181,062 | ProgramServicesAmt |
| Management And General | $17,995 | ManagementAndGeneralAmt |
| Fundraising | $1,926 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,051,743 | TotalAmt |
| Program Services | $3,312,318 | ProgramServicesAmt |
| Management And General | $704,925 | ManagementAndGeneralAmt |
| Fundraising | $34,500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143 | BOYAmt |
| EOY | $481 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,906 | BOYAmt |
| EOY | $347,561 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,918,570 | BOYAmt |
| EOY | $470,731 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,743 | BOYAmt |
| EOY | $197,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,013,948 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,858,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,180,433 | BOYAmt |
| EOY | $17,155,264 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,929,032 | BOYAmt |
| EOY | $75,183,447 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,180 | BOYAmt |
| EOY | $6,283,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,292,007 | BOYAmt |
| EOY | $99,638,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,369 | BOYAmt |
| EOY | $138,196 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500 | BOYAmt |
| EOY | $17,482 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,086 | BOYAmt |
| EOY | $1,064,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,955 | BOYAmt |
| EOY | $1,220,275 | 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 | $62,535,791 | BOYAmt |
| EOY | $76,075,681 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,021,261 | BOYAmt |
| EOY | $22,342,186 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,557,052 | BOYAmt |
| EOY | $98,417,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,292,007 | BOYAmt |
| EOY | $99,638,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,531,274 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,309,541 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $20,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,397,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,967,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,732,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,289,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,745,306 | CurrentTaxYearAmt |
| Total | $16,132,686 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,397,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,967,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,732,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,289,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,745,306 | CurrentTaxYearAmt |
| Total | $16,132,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,820,404 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,312,282 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,088,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,246,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,417,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,319,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,035,019 | CurrentTaxYearAmt |
| Total | $6,107,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,239,920 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,676,139 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $64,125,340 | BeginningYearBalanceAmt |
| Contributions | $251,241 | ContributionsAmt |
| Investment Earnings Or Losses | $11,728,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,250,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $73,854,874 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,585,322 | BeginningYearBalanceAmt |
| Contributions | $1,165,596 | ContributionsAmt |
| Investment Earnings Or Losses | $6,318,924 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,944,502 | GrantsOrScholarshipsAmt |
| End Year Balance | $64,125,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,159,832 | BeginningYearBalanceAmt |
| Contributions | $308,624 | ContributionsAmt |
| Investment Earnings Or Losses | $7,086,866 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,970,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,585,322 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,053,200 | BeginningYearBalanceAmt |
| Contributions | $260,408 | ContributionsAmt |
| Investment Earnings Or Losses | $4,953,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,106,980 | GrantsOrScholarshipsAmt |
| End Year Balance | $53,159,832 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,828,468 | BeginningYearBalanceAmt |
| Contributions | $68,623 | ContributionsAmt |
| Investment Earnings Or Losses | $5,164,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,008,550 | GrantsOrScholarshipsAmt |
| End Year Balance | $50,053,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72708 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27292 | PrmnntEndowmentBalanceEOYPct |
| 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 | $239,184 | OtherCostOrOtherBasisAmt |
| Book Value | $239,184 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,530,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,881,291 | DepreciationAmt |
| Book Value | $2,649,093 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,026,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $628,604 | DepreciationAmt |
| Book Value | $14,398,315 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $348,789 | DepreciationAmt |
| Book Value | -$131,328 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,155,264 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS: EQUITY SECURITIES | $44,144,900 | F |
| MUTUAL FUNDS: FIXED INCOME SECURITIES | $31,038,547 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,183,447 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSICAL INSTRUMENTS | $1,158,968 |
| BENEFICIAL INTEREST IN TRUST | $415,169 |
| SECURITY DEPOSITS | $10,375 |
| DUE FROM POTASH | $4,699,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,283,631 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $753,615 |
| PPP LOAN | $310,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,064,597 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,385,892 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,068,131 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $55,622 | OtherRevenueAmt |
| Revenue Not Reported | $6,143,753 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,242,139 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,228 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $326,650 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $340,878 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,583,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,725,087 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,222 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,222 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,710,865 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,228 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $326,650 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $340,878 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,051,743 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS' PRINCIPAL IS TO BE MAINTAINED AS PRESCRIBED BY THE DONOR AND INVESTED. INCOME EARNED ARE INTENDED TO SUPPORT CURRENT OPERATIONS. |
| PART X, LINE 2: | MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 55,622. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION 326,650. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 55,622. OTHER -41,400. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION 326,650. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| TUITION | 37 | $326,650 | TUITION ASSISTANCE |
| COVID ASSISTANCE | $97,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DUE TO THE GLOBAL PANDEMIC COVID-19, THE ORGANIZATION CANCELLED THE SUMMER PROGRAMS AND DID NOT DISTRIBUTE 2020 SCHOLARSHIPS. IN LIEU OF THE HOUSING AND MEALS THE YOUNG PARTICIPATING MUSICIANS WOULD HAVE OTHERWISE RECEIVED, THE ORGANIZATION GRANTED THEM A $2,000 STIPEND, EACH. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DUE TO THE COVID-19 PANDEMIC, WE CANCELLED OUR MUSICIANS FROM MARLBORO TOURING PROGRAM, AND WE INSTITUTED STRINGENT SAFETY MEASURES TO SAFELY CONVENE OUR SUMMER COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BUSINESS MANAGER COMPARES THE FORM 990 TO THE ENTITY'S UNDERLYING RECORDS AND ITS AUDITED FINANCIALS. ONCE SATISFIED AS TO THE COMPLETENESS AND ACCURACY OF THE FORM 990, SHE PROVIDES THE FORM 990 TO THE AUDIT COMMITTEE CHAIR. THE AUDIT COMMITTEE CHAIR WILL THEN PRESENT A DRAFT OF THE FORM 990 TO THE BOARD FOR REVIEW AND APPROVAL, PRIOR TO FINALIZING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE SECRETARY OF THE BOARD OF DIRECTORS REVIEWS ANNUAL BOARD QUESTIONNAIRES FOR POTENTIAL CONFLICTS. ANY CONFLICTS ARE TAKEN TO THE BOARD FOR DISCUSSION AND THE DIRECTOR WITH THE CONFLICT IS PRECLUDED FROM ANY DIALOGUE REGARDING SAID CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | MANAGEMENT, THE BOARD CHAIRMAN AND THE PERSONNEL COMMITTEE REVIEW AND DETERMINE ANY CHANGES TO COMPENSATION. THE PERSONNEL COMMITTEE USES COMMON MARKET STANDARDS AS REFERENCE. THIS PROCESS WAS LAST UNDERTAKEN IN FALL 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BUSINESS MANAGER MAKES THESE ITEMS AVAILABLE, WITHIN FIVE BUSINESS DAYS OF A WRITTEN REQUEST, AT THE OFFICE LOCATION. |
| FORM 990; PART XII; LINE 2C | THIS PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANCESCO VON MENDELSSOHN FUND INC | ||||||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | 223059283 | LOANS TO MUSICIANS | VT | 501(C)(3) | LINE 12A, I | N/A | 0 |
| POTASH HILL INC | ||||||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | 872157464 | OPERATE AND OVERSEE HOME CAMPUS | VT | 501(C)(3) | LINE 12A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRANCESCO VON MENDELSSOHN FUND INC | ||
| O | $120,457 | EMPLOYEMENT COMPENSATION |
| POTASH HILL INC | ||
| D | $4,417,185 | LOAN AGREEMENT |