2024-03-01T09:28:47-06:00 2022-09-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2021-10-01 113247651 THE PERLMAN MUSIC PROGRAM INC PERL 2127218769 19 WEST 69TH STREET NEW YORK NY 100234737 RANDALL BLANK CHAIRMAN 2127218769 2024-02-29 1 RANDALL BLANK 999009999 FREDERICK MARTENS P00298107 2126972299 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X RANDALL BLANK 19 WEST 69TH STREET NEW YORK NY 100234737 4810344 0 X WWW.PERLMANMUSICPROGRAM.ORG X 1994 NY YOUNG MUSICIANS OF TALENT NEED SUPPORT. LEFT ALONE WITH THEIR GIFT,WITHOUT THE INSTRUCTION AND MENTORING THAT ALLOWS THEM TO THRIVE, EVENTHE MOST EXCEPTIONAL YOUNG ARTISTS WILL STRUGGLE, AND MANY MAY FAIL TOACHIEVE THEIR FULL MUSICAL POTENTIAL. WITHOUT THIS NEXT GENERATION OFWORLD-CLASS MUSICIANS, THE MUSICAL WORLD AND ITS AUDIENCES WILL BE THEPOORER.THE PERLMAN MUSIC PROGRAM WELCOMES YOUNG MUSICIANS OF RARE AND SPECIALTALENT INTO A RICHLY SUPPORTIVE MUSICAL COMMUNITY. THROUGH INTENSIVESUMMER PROGRAMS, YEAR-ROUND MENTORING, AND ON OCCASION, ANINTERNATIONAL STUDY OR PERFORMANCE TOUR, THE PROGRAM OFFERSUNPARALLELED MUSICAL TRAINING FOR STUDENTS, AGES 12 TO 30, WHO PLAY THEVIOLIN, VIOLA, CELLO, BASS AND PIANO. WITH A FACULTY LED BY ITZHAKPERLMAN AND COMPRISING SOME OF THE MOST GIFTED MUSICAL TALENTS OF OURTIME, THE PROGRAM OFFERS AN ARTISTIC AND PERSONAL EXPERIENCE THATCHANGES STUDENTS LIVES FOREVER. 15 15 51 15 0 0 3712587 3560399 312095 406222 113378 129706 281076 0 4419136 4096327 132400 168450 0 0 1359417 1364732 0 0 649253 1197478 1421842 2689295 2955024 1729841 1141303 15190852 14550935 310737 205122 14880115 14345813 X SEE SCHEDULE OYOUNG MUSICIANS OF TALENT NEED SUPPORT. LEFT ALONE WITH THEIR GIFT,WITHOUT THE INSTRUCTION AND MENTORING THAT ALLOWS THEM TO THRIVE, EVENTHE MOST EXCEPTIONAL YOUNG ARTISTS WILL STRUGGLE, AND MANY MAY FAIL TOACHIEVE THEIR FULL MUSICAL POTENTIAL. WITHOUT THIS NEXT GENERATION OFWORLD-CLASS MUSICIANS, THE MUSICAL WORLD AND ITS AUDIENCES WILL BE THEPOORER.THE PERLMAN MUSIC PROGRAM WELCOMES YOUNG MUSICIANS OF RARE AND SPECIALTALENT INTO A RICHLY SUPPORTIVE MUSICAL COMMUNITY. THROUGH INTENSIVESUMMER PROGRAMS, YEAR-ROUND MENTORING, AND ON OCCASION, ANINTERNATIONAL STUDY OR PERFORMANCE TOUR, THE PROGRAM OFFERSUNPARALLELED MUSICAL TRAINING FOR STUDENTS, AGES 12 TO 30, WHO PLAY THEVIOLIN, VIOLA, CELLO, BASS AND PIANO. WITH A FACULTY LED BY ITZHAKPERLMAN AND COMPRISING SOME OF THE MOST GIFTED MUSICAL TALENTS OF OURTIME, THE PROGRAM OFFERS AN ARTISTIC AND PERSONAL EXPERIENCE THATCHANGES STUDENTS LIVES FOREVER. 0 0 1641940 168450 381348 SUMMER STUDY PROGRAMS - INTENSIVE SUMMER RESIDENCY PROGRAM ON SHELTERISLAND, NEW YORK CONSISTING OF THE SUMMER MUSIC SCHOOL (A SEVEN-WEEK INTENSIVE PROGRAM FOR 36 EXCEPTIONALLY GIFTED YOUNG STRING PLAYERS AGES 12 TO 18 - AND THE CHAMBER MUSIC WORKSHOP (AN INTENSIVE THREE-WEEK CHAMBER MUSIC WORKSHOP FOR 42 YOUNG ADULTS AGES 18-30. 152433 5040 YEAR-ROUND CONCERTS AND MENTORSHIP PROGRAM FOR ALUMNI OF THE SUMMERMUSIC SCHOOL AND CHAMBER MUSIC WORKSHOP. PERFORMANCES, COMMUNITY EVENTSAND PROFESSIONAL DEVELOPMENT OPPORTUNITIES, DESIGNED TO GUIDE ANDSUPPORT ALUMNI THROUGH THEIR COLLEGE YEARS AND BEYOND. 147676 19834 THE TRAVEL PROGRAMS CONSIST OF THE BIENNIAL ISRAEL RESIDENCY, MIXINGISRAELI STUDENTS AND STUDENTS OF THE SUMMER MUSIC SCHOOL, AND THESARASOTA WINTER RESIDENCY, A TWO AND A HALF WEEK SESSION AT THE END OFTHE CALENDER YEAR WHICH TAKES PLACE IN SARASOTA, FLORIDA, MIXINGSTUDENTS OF THE SUMMER MUSIC SCHOOL, THE CHAMBER MUSIC WORKSHOP, ANDTHE BIENNIAL ISRAEL RESIDENCY. 1942049 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 51 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X THE PERLMAN MUSIC PROGRAM INC 2127218769 19 WEST 69TH STREET NEW YORK NY 10023 TOBY PERLMAN PRESIDENT AND FOUNDER 40.00 X 0 0 0 RANDALL BLANK CHAIRMAN 8.00 X 0 0 0 JAY DWECK VICE PRESIDENT 2.50 X 0 0 0 MARK MILLER SECRETARY / TREASURER 4.00 X 0 0 0 MICHAEL BUNYANER DIRECTOR 2.00 X 0 0 0 RODGER DEROSE DIRECTOR 2.00 X 0 0 0 BARBARA GLADSTONE DIRECTOR 2.00 X 0 0 0 VICKI KELLOGG DIRECTOR 2.00 X 0 0 0 PETER KEND DIRECTOR 2.00 X 0 0 0 PAMELA PANTZER DIRECTOR 2.00 X 0 0 0 ITZHAK PERLMAN DIRECTOR 20.00 X 0 0 0 LAURA SLOATE DIRECTOR 2.50 X 0 0 0 JIM TOTH DIRECTOR 2.00 X 0 0 0 CAITLIN TULLY DIRECTOR 2.00 X 0 0 0 RANDALL YUEN DIRECTOR 2.00 X 0 0 0 ANNA KAPLAN EXECUTIVE DIRECTOR 40.00 X 190000 0 6600 KATHLEEN NOJIMA DIRECTOR OF DEVELOPMENT 40.00 X 145417 0 0 KONSTANTINA JURAS FISCAL MANAGER 40.00 X 112400 0 8215 MERRY PECKHAM ASSOCIATE DIRECTOR 20.00 X 108555 0 0 SHELLEY PYERS ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 X 109500 0 3840 PAUL WOLFRAM ASSISTANT DIRECTOR OF DEVELOPMENT 40.00 X 105000 0 3600 770872 0 22255 6 0 1 0 0 1104787 181742 2273870 19346 3560399 TUITION INCOME 611600 347928 347928 APPLICATION FEES 611600 29810 29810 PROGRAM FEES 611600 17424 17424 OTHER REVENUE 900099 11060 11060 406222 139566 139566 513000 522860 -9860 -9860 -9860 191157 1104787 191157 0 4096327 406222 0 129706 168450 168450 224893 143175 25312 56406 993176 618632 112339 262205 46413 23511 3507 19395 100250 58295 13576 28379 56914 56914 60982 60982 265164 86745 60226 118193 3116 2860 7 249 80960 55022 1395 24543 39440 23664 7888 7888 35160 22390 115 12655 141774 139404 66 2304 126430 102157 18398 5875 SUPPLIES 154101 105664 48437 MEALS 92334 86877 5457 UTILITIES 82482 82306 88 88 HOUSING 55280 55280 227705 167617 2909 57179 2955024 1942049 363722 649253 113707 350834 1376192 3204 755626 1083150 0 21341 14225 17041 11820197 7008384 4920289 4811813 7097442 8256091 909883 0 3488 7461 15190852 14550935 128995 186681 18441 181742 310737 205122 X 12063406 12877349 2816709 1468464 14880115 14345813 15190852 14550935 1141303 -1675605 0 X 0 1 X 1 0 X 2453235 2423803 2008467 3712587 3560399 14158491 2453235 2423803 2008467 3712587 3560399 14158491 2497736 11660755 107909 142601 97399 69107 139566 556582 11060 11060 14726133 395162 0.79180 0.75800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2205385 8167217 -1603511 -513000 8256091 942269 1276632 31 13547 2205385 865427 64358 13484 1000 942269 789025 59800 28400 11878 1164 789025 656363 110000 21358 43798 450 743473 0.73130 0.13260 0.13610 0 0 1228180 1228180 10052806 6574187 3478619 153165 116030 37135 386046 318167 67879 4811813 4740652 -776908 1116473 590290 929855 3810797 98860 186670 285530 4096327 4569172 1116473 783205 1899678 2669494 98860 186670 285530 2955024 PART V, LINE 4: THE ORGANIZATION MAINTAINS A BOARD DESIGNATED ENDOWMENT AND SEVERAL DONOR RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT FUNDS ARE USED FOR VARIOUS SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FOR THE PERIOD 10/1/22 - 1/31/23 INCLUDED IN 16 MONTH PERIOD AUDIT 590,290. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH TOTAL REVENUE 186,670. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE FOR THE PERIOD 10/1/22 - 1/31/23 - INCLUDED IN 16 MONTH PERIOD AUDIT 783,205. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH TOTAL REVENUE 186,670. SUMMER BENEFIT 487744 391389 96355 96355 WINE AUCTION 808200 713398 94802 94802 1295944 1104787 191157 191157 191157 0 1 FULL OR PARTIAL TUITION SCHOLARSHIPS 63 168450 TUITION COST STUDENTS IN NEED ARE AWARDED ASSISTANCE THROUGH PARTIAL OR FULLY DISCOUNTED TUTION TO THE ORGANIZATION'S SUMMER STUDY OR TRAVEL PROGRAMS. PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO YOUNG MUSICIANS WHO EXEMPLIFY TALENT AND DESIRE TO LEARN THEIR CRAFT FROM MASTERS SO THAT THEIR SKILLS MAY BE ENHANCED IN A NON-COMPETITIVE SETTING, THROUGH CLASSES, WORKSHOPS AND LECTURES. SCHOLARSHIPS ARE NEVER AWARDED IN CASH AND ARE INSTEAD APPLIED TO A RECIPIENT'S TUITION TO THE PROGRAM. SCHOLARSHIPS ARE NON-DISCRIMNATORY AND NEVER EXCEED AN INDIVIDUAL'S PROGRAM TUITION. ANY PROGRAM PARTICIPANT MAY APPLY FOR A SCHOLARSHIP USING AN APPLICATION FORM REQUIRING DISCLOSURE OF FINANCIAL INFORMATION. THE PROGRAM'S PRESIDENT, ALONG WITH EXECUTIVE DIRECTOR, DETERMINE SCHOLARSHIP RECIPIENTS BASED ON THE APPLICANT'S AVAILABLE ECONOMIC RESOURCES. X 0 0 0 0 0 0 0 0 0 ANNA KAPLAN EXECUTIVE DIRECTOR 190000 0 0 0 0 0 6000 0 600 0 196600 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS ITZHAK AND TOBY PERLMAN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE TREASURER AND PRIOR TO FILING, A DRAFT 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE AUDIT COMMITTEE WILL REVIEW CONFLICT OF INTEREST FILES. FORM 990, PART VI, SECTION B, LINE 15A ALL FULL TIME EMPLOYEES COMPLETE SELF EVALUATION FORMS AFTER THE CLOSE OF THE FISCAL YEAR WHICH ARE THEN DISCUSSED WITH THEIR SUPERVISORS. IN THE CASE OF THE EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS HER EVALUATION AND, IN CONSULTATION WITH AN EXECUTIVE RECRUITMENT FIRM SPECIALIZING IN SENIOR MANAGEMENT IN NONPROFIT CORPORATIONS, DETERMINES AN APPROPRIATE SALARY AND BONUS ALONG WITH ESTABLISHING GOALS FOR THE NEXT YEAR. A KEY COMPONENT OF THIS DETERMINATION IS A REVIEW OF PUBLIC INFORMATION AVAILABLE FOR SIMILAR NONPROFITS IN THE ARTS, PERFORMANCE AND MUSICAL EDUCATION. FOR PURPOSES OF COMPARIBILTY THE COMMITTEE LOOKS AT ORGANIZATIONS OF SIMILAR SIZE AS MEASURED BY FUNCTIONAL EXPENSES AND NET ASSETS AND GEOGRAPHIC LOCATION. THIS PROCESS IS SUMMARIZED IN EXECUTIVE COMMITTEE NOTES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990 THE FOLLOWING HAVE BEEN REVISED BASED ON THE COMPLETION OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE SIXTEEN MONTH PERIOD OCTOBER 1, 2021 TO JANUARY 31, 2023: PART I, LINES 8, 12, 17, 18, 19, 20, AND 22 PART IV, LINE 12A PART VIII, LINES 1C, 1F, 1H, 8A, 8B AND 12 PART IX, LINES 24E AND 25 PART IX, LINES 1, 2, 3 AND 10 PART X, LINES 3, 16, 28, 31 AND 32 PART XII, LINES 2B AND 2C SCHEDULE A, PART II, LINES 1, 4, 5, 6, 7, 11 AND 14 SCHEDULE B, PART II NO. 2 SCHEDULE D, PARTS XI, XII AND XIII SCHEDULE G, PART II LINES 1, 2, 3, 7 AND 10