2025-11-04T14:36:33-06:00 2025-06-30 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2024-07-01 043458789 BERKSHIRE HILLS MUSIC ACADEMY INC BERK 4135409720 48 WOODBRIDGE STREET SOUTH HADLEY MA 01075 MICHELLE THEROUX INTERIM CHIEF EXEC OFFICER 4135409720 2025-10-31 1 1 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2025-10-31 2024 2025-03-06 01:10:19Z KATELYNN SHEA 48 WOODBRIDGE STREET SOUTH HADLEY MA 01075 7786500 0 X WWW.BERKSHIREHILLS.ORG X 1999 MA BHMA USES A COMPREHENSIVE PROGRAM WITH MUSIC AT ITS CORE TO HELP INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ADVANCE THEIR SKILLS FOR COMMUNICATION, INDEPENDENCE, AND EMPLOYMENT. 10 10 99 18 0 0 379228 1252517 4939825 5512355 453429 190837 -53477 -358945 5719005 6596764 0 0 0 0 3600383 3780569 0 0 432 1271302 1359996 4871685 5140565 847320 1456199 11716607 13426037 420943 294441 11295664 13131596 BHMA USES A COMPREHENSIVE PROGRAM WITH MUSIC AT ITS CORE TO HELP INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ADVANCE THEIR SKILLS FOR COMMUNICATION, INDEPENDENCE, AND EMPLOYMENT. 0 0 4388378 5514855 BHMA'S DAY AND RESIDENTIAL PROGRAM CONTINUES TO SUPPORT INDIVIDUALS WITH I/DD LIVING, WORKING AND LEARNING IN THE COMMUNITY. WE HAVE EXPANDED OUR RESIDENTIAL AND VOCATIONAL PROGRAMS TO INCLUDE SHARED LIVING AND OUR ASCENDING ARTISTS. SERVED APPROXIMATELY 70 INDIVIDUALS. 4388378 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 99 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KATELYNN SHEA 4135409720 48 WOODBRIDGE STREET SOUTH HADLEY MA 01075 MICHELLE THEROUX CHIEF EXECUTIVE OFFICER 40.00 X 158707 0 0 JOHN BRZEZENSKI MEMBER 2.00 X 0 0 0 CAITLIN CROWE MEMBER 2.00 X 0 0 0 JIM FOARD MEMBER 2.00 X 0 0 0 SUSANNA PEYTON MEMBER 2.00 X 0 0 0 KAREN PHILIPS MEMBER 2.00 X 0 0 0 MARY RICHARDSON MEMBER 2.00 X 0 0 0 FORREST SPATCHER MEMBER 2.00 X 0 0 0 CAROLYN WARGER CHAIR 2.00 X X 0 0 0 FRANK CONNOR VICE CHAIR 2.00 X X 0 0 0 ANDY KROL TREASURER 2.00 X X 0 0 0 158707 0 0 1 0 1 0 0 1141546 110971 1252517 TUITION 611600 5489247 5489247 PERFORMANCE REVENUE 611600 15375 15375 OTHER PROGRAM REVENUE 611600 7283 7283 APPLICATION FEES 611600 450 450 5512355 116561 116561 870942 2500 799166 0 71776 2500 74276 2500 71776 31625 1141546 390570 -358945 -358945 6596764 5514855 0 -170608 166000 166000 3039478 2747618 291860 296697 237065 59632 278394 238356 40038 15912 15912 21200 21200 27902 27902 25100 25100 75707 70231 5476 348505 313654 34851 8608 8226 382 11718 5433 6285 321124 276167 44957 82605 82605 FOOD 138813 138813 SUPPLIES 97339 96907 432 STIPENDS 96996 96996 REPAIRS & MAINTENANCE 56299 49543 6756 32168 26764 5404 5140565 4388378 751755 432 688489 756851 1395200 1739428 384259 506100 109006 93610 10097063 3794454 6513151 6302609 2626502 4027439 11716607 13426037 161455 165069 259488 129372 420943 294441 X 11168130 13004062 127534 127534 11295664 13131596 11716607 13426037 1456199 379733 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106800 106800 106800 106800 106800 106800 106800 106800 106800 106800 1.00000 0 0 801652 801652 8576968 3195919 5381049 527957 420025 107932 190486 178510 11976 6302609 X 7339165 379733 390570 770303 6568862 27902 27902 6596764 5503233 390570 390570 5112663 27902 27902 5140565 PART X, LINE 2: THE ACADEMY IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT THE IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO OUR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE ACADEMY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, NETTED WITH REVENUE 390,570. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, NETTED WITH REVENUE 390,570. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDING FROM THE MASSACHUSETTS DEPARTMENT OF DEVELOPMENTAL SERVICES. GALA 147086 141461 5625 19348 24908 1029 23511 BOSTON 25TH ANNIVERSARY EVENT 1026085 1000085 26000 10162 80313 131569 99730 1173171 1141546 31625 29510 105221 132598 123241 390570 -358945 X 0 0 0 0 0 0 0 0 0 MICHELLE THEROUX CHIEF EXECUTIVE OFFICER 158707 0 0 0 0 0 0 0 0 0 158707 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED A COPY OF THE 990 TO THE FINANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. ANY RESULTANT COMMENTS WERE ADDRESSED AND ARE REFLECTED IN THE FINAL RETURN THAT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING, THE TRUSTEES REVIEW DISCLOSURES AND ADDRESS ANY ISSUES RAISED DURING THE FISCAL YEAR. ALL TRUSTEES SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR EXECUTIVE DIRECTOR ARE REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THESE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE YEAR.