2026-06-09T10:12:25-05:00 2025-08-31 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2024-09-01 202724666 CONCORD CONSERVATORY OF MUSIC INC CONC 9783690010 PO BOX 1258 CONCORD MA 01742 KATHERINE F YODER EXECUTIVE DIRECTOR 9783690010 2026-06-08 1 0 ROBIN A KATZMAN CPA P01569433 6173386800 2026-06-08 2024 2025-03-06 01:10:19Z KATHERINE F YODER PO BOX 1258 CONCORD MA 01742 4079217 0 X WWW.CONCORDCONSERVATORY.ORG X 2005 MA CULTIVATE THE LOVE AND LIFELONG BENEFITS OF MUSIC THROUGH HIGH QUALITY, ACCESSIBLE INSTRUCTION 10 9 48 64 0 0 148722 1045362 986963 1022988 27536 299823 0 0 1163221 2368173 18656 19909 0 0 947148 1086414 0 27440 207764 282769 315744 1248573 1449507 -85352 918666 1228229 2143257 336266 563675 891963 1579582 TO CULTIVATE THE LOVE AND LIFELONG BENEFITS OF MUSIC THROUGH HIGH-QUALITY, ACCESSIBLE INSTRUCTION, PERFORMANCE AND COMMUNITY ENGAGEMENT. 0 0 1004670 19909 1022988 PROVIDED PRIVATE LESSONS AND GROUP LESSONS TO OVER 670 STUDENTS. THE NEEDS OF UNDERSEVERED COMMUNITIES WERE MET THROUGH FREE OR LOW COST GROUP CLASSES DESIGNED FOR ADULTS WITH PARKINSON'S, SENIORS, AND CHILDREN ATTENDING THE ASSABET VALLEY BOYS AND GIRLS CLUB. FINANCIAL ASSISTANCE TOTALING $19,909 WAS PROVIDED TO STUDENTS WITH A DEMONSTRATED NEED, SO THEY TOO COULD EXPERIENCE THE BENEFITS OF A MUSIC EDUCATION. ADDITIONAL MUSIC EDUCATION OPPORTUNITIES WERE PROVIDED TO STUDENTS INCLUDING MUSIC THEORY, WORKSHOPS, AND MASTERS CLASSES. PERFORMANCE OPPORTUNITIES WERE PROVIDED TO THE LARGER COMMUNITY INCLUDING THE CONCERT AND LECTURE SERIES, RECITALS, LOW COST WORKSHOPS, ENSEMBLES AND COMMUNITY JAMS. N/A N/A 1004670 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 MA X THE ORGANIZATION 9783690010 1317 MAIN STREET CONCORD MA 01742 KATHERINE F YODER EXECUTIVE DIRECTOR 40.00 X X 102308 0 2982 AMANDA HICKMAN PRESIDENT 2.00 X X 0 0 0 EVAN RICKER TREASURER 2.00 X X 0 0 0 TENLEY O'SHAUGHNESSY CLERK 2.00 X X 0 0 0 PETER BLUM DIRECTOR 1.00 X 0 0 0 STEVEN CAMP DIRECTOR 1.00 X 0 0 0 SOPHIA GARMEY DIRECTOR 1.00 X 0 0 0 JACK KELLEHER DIRECTOR 1.00 X 0 0 0 ALISON RUCH DIRECTOR 1.00 X 0 0 0 ELIZABETH COBBS DIRECTOR 1.00 X 0 0 0 FAITH PROCTOR FINANCE MANAGER 37.56 X 70293 0 2031 172601 0 5013 1 0 0 0 0 205780 839582 105312 1045362 TUITION 611610 1010693 1010693 CONCERT/LECTURE SERIES 611610 12295 12295 1022988 14594 14594 1968164 28109 1711044 0 257120 28109 285229 285229 2368173 1022988 0 299823 19909 19909 185637 32572 98779 54286 813464 719907 26683 66874 3466 3365 101 1588 1588 82259 62390 10065 9804 8675 8675 13147 13147 27440 27440 40520 19449 16549 4522 62993 33096 125 29772 31900 5803 23344 2753 15839 6071 3872 5896 83947 74979 8089 879 2254 29 2205 20 15616 10231 2757 2628 19370 3761 15112 497 REFRESHMENTS 6354 2313 1660 2381 MUSIC SUPPLIES 6334 6334 OTHER TAXES 5131 5131 LICENSING FEES 2873 2873 791 779 12 1449507 1004670 237073 207764 107851 135728 250 4609 203085 6734 3109 57203 56806 1559158 127716 47080 1431442 981420 154244 14717 6643 8615 151950 1228229 2143257 42740 94075 291912 334839 1614 134761 336266 563675 X 486365 633251 405598 946331 891963 1579582 1228229 2143257 918666 -231128 81 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 818467 818467 544473 544473 184633 126283 58350 11585 1433 10152 1431442 RIGHT OF USE ASSETS - OPERATING LEASE, NET 134206 RIGHT OF USE ASSETS - FINANCING LEASE, NET 494 DEPOSITS 17250 151950 CURRENT OPERATING LEASE LIABILITY 65012 NON CURRENT OPERATING LEASE LIABILITY 69194 CURRENT FINANCING LEASE LIABILITY 555 134761 X 2133667 -231128 16531 -19909 -234506 2368173 0 2368173 1446048 16450 16450 1429598 19909 19909 1449507 PART X, LINE 2: FIN 48 FOOTNOTE: (ASC 740-10) THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ANY RELATED PENALTIES AND INTEREST TO ACCRUE THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024. THE ORGANIZATION'S TAX FILINGS ARE STILL OPEN TOEXAMINATION BY TAXING AUTHORITIES FOR THE PRIOR THREE FISCAL YEARS, THOUGH THERE ARE NO KNOWN YEARS UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS AND REPORTED AS EXPENSE ON FORM 990 PART IX LINE 2 PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS AND REPORTED AS EXPENSE ON FORM 990 PART IX LINE 2 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINTARORY POLICY IS EXPLICITLY STATED IN ITS BYLAWS AND ON THE HOMEPAGE OF ITS WEBSITE AND INCLUDED IN ITS BROCHURES AND COURSE CATALOGS SCHEDULE E, PART I, LINE 6 GOVERNMENT ASSISTANCE: DURING THE YEAR CONCORD CONSERVATORY OF MUSIC RECEIVED $205,780 OF GOVERNMENT GRANTS FROM THE FOLLOWING SOURCES: * $200,000 MA DEVELOPMENT FINANCE AGENCY CULTURAL FACILITIES CAPITAL GRANT * 4960 TOWN OF CONCORD GRANT FOR CONCERT AND LECTURE, INCLUDING AN ORIGINAL COMPOSITION, CELEBRATING THE NATION'S 250TH ANNIVERSARY. * 820 MASS CULTURAL COUNCIL GRANTS AWARDED BY ACTON-BOXBOROUGH AND CONCORD CULTURAL COUNCILS TO SUPPORT CONCERT LECTURE SERIES. X X X X X X 1 ILISA HUROWITZ 8 APPLETON TERRACE CAMBRIDGE MA 02138 CAPITAL CAMPAIGN PLANNING AND FEASIBILITY STUDY 0 0 21440 0 RONALD J ARENA 142 MARY HILL RD PHOENIXVILLE PA 19460 DRAFT CASE FOR SUPPORT 0 0 6000 0 27440 MA 1 SCHOOL FINANCIAL AID 19 19909 BOOK VALUE FINANCIAL AID PART I, LINE 2 - PROCEDRES FOR MONITORING THE USE OF GRANT FUNDS FINANCIAL AID IS POSTED DIRECTLY TO THE STUDENT'S INVOICE, FINANCIAL AID IS AWARDED BASED ON AN APPLICATION WHICH INCLUDES THE INCOME AND NE WORTH OF THE STUDENT'S FAMILY. PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FINANCIAL AID IS POSTED DIRECTLY TO THE STUDENT'S INVOICE, FINANCIAL AID IS AWARDED BASED ON AN APPLICATION WHICH INCLUDES THE INCOME AND NET WORTH OF THE STUDENT'S FAMILY. X 3 102004 AVG HIGH/LOW STOCK PRICE X OFFICE SUPPLIES 1 1825 SALE OF COMPARABLE I X OFFICE FURNITURE 1 1483 SALE OF COMPARABLE I 0 0 0 PART I, COLUMN (B): THE ORGANIZTION REPORTED THE NUMBER OF CONTRIBUTIONS IN PART 1. COLUMN (B) FOR ALL NONCASH CONTRIBUTIONS REPORTED ON SCHEDULE M. FORM 990 PART 1 LINE 1 - ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES MISSION: TO CULTIVATE THE LOVE AND LIFELONG BENEFITS OF MUSIC THROUGH HIGH -QUALITY, ACCESSIBLE INSTRUCTION, PERFORMANCE AND COMMUNITY ENGAGEMENT CORE VALUES: * MUSIC MATTERS FOR EVERYONE * MUSIC EDUCATION WORKS BEST WHEN IT'S HIGH QUALITY * MUSIC SHOULD BE SHARED * MUSIC IS MEANT TO BE EXPLORED * MUSIC BUILDS COMMUNITY SIGNIFICANT ACTIVITIES: IN FEBRUARY 2025, THE ORGANIZATION PURCHASED A PROPERTY LOCATED IN THE WEST CONCORD JUNCTION CULTURAL DISTRICT WITH THE INTENT OF BUILDING A MUSIC CENTER TO INCLUDE A MULTI-USE MUSIC PERFORMANCE SPACE, CLASSROOM SPACE AND ADMINISTRATIVE OFFICES. WHILE FUNDS ARE BEING RAISED, THE ORGANIZATION PLANS TO USE THE EXISTING BUILDING TO SUPPLEMENT EXISTING CLASSROOM AND PERFORMANCE SPACE AND OPENED THE BUILDING, FOR THIS PURPOSE, IN THE FALL OF 2025. THE SPACE INCLUDES A MEDIA LAB, AS WELL AS, PERCUSSION AND JAM ROOMS. DURING THE PAST YEAR, OVER 670 STUDENTS ATTENDED CCM FOR PRIVATE LESSONS, GROUP CLASSES, ENSEMBLES, WORKSHOPS, AND JAMS. PROGRAMS FOR UNDERSERVED & OVERLOOKED COMMUNITIES: * EARLY CHILDHOOD PROGRAMS - DESIGNED TO ENGAGE OUR YOUNGEST COMMUNITY MEMBERS AND THEIR FAMILIES. * BOYS & GIRLS CLUB UKULELE CLASSES - WEEKLY UKULELE LESSONS PROVIDED AT NO COST AT THE ASSABET VALLEY BOYS & GIRLS CLUB. * ADULT LEARNING CHORUS - OFFERED TO SENIORS AT A LOCAL RETIREMENT CENTER. * SINGING WITH PARKINSON'S CHORUS - A PROGRAM OFFERING INDIVIDUALS LIVING WITH PARKINSON'S THE BENEFITS OF VOICE THERAPY THROUGH SONG AND COMMUNITY ENGAGEMENT. MUSIC BUILDS COMMUNITY: CCM CULTIVATES A THRIVING COMMUNITY OF MUSIC LOVERS THROUGH ENGAGING PROGRAMS, INCLUDING: * CONCERT & LECTURE SERIES - FEATURING DIVERSE PERFORMANCES AND GUEST ARTISTS, SPANNING CLASSICAL, JAZZ, FOLK, AMERICAN ROOTS, AND CONTEMPORARY GENRES. THIS YEAR'S SERIES INCLUDED: A CONCERT CELEBRATING THE 250TH ANNIVERSARY OF CONCORD'S ROLE IN THE AMERICAN REVOLUTION, AS WELL AS, A SPECIAL CHILDREN'S CONCERT. ALL EVENTS ARE LOW-COST AND ACCESSIBLE TO ALL. * MONDAY MORNING MESSAGE (MMM) - A WEEKLY EMAIL SENT TO STUDENTS, FACULTY, DONORS, AND THE BROADER COMMUNITY. IT INCLUDES MUSIC-RELATED CONTENT AIMED AT EDUCATING AND INSPIRING RECIPIENTS. * THE LISTENING PROJECT - A MONTHLY FACULTY-CURATED PLAYLIST FEATURING BACKGROUND INFORMATION AND DISCUSSION QUESTIONS DESIGNED TO PROMOTE ACTIVE LISTENING. THIS RESOURCE IS SHARED WITH OUR COMMUNITY AND INCORPORATED INTO PRIVATE INSTRUCTION. FORM 990, PART VI, SECTION A, LINE 1A MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE SITTING BOARD. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S OUTSIDE CPA IN CONSULTATION WITH THE FINANCE MANAGER AND REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL: THE BOARD MET AND REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION USING HISTORICAL DATA FOR SIMILARLY SITUATED MUSIC SCHOOLS IN JUNE OF 2024 FOR THE FISCAL YEAR ENDED AUGUST 31, 2025 AND IN JUNE OF 2025 FOR FISCAL YEAR ENDED AUGUST 31, 2026. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION ALL PERTINENT DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE.