2026-02-20T11:42:56-06:00 2025-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2024-07-01 042867945 GROTON HILL MUSIC INC GROT 9784869524 122 OLD AYER ROAD GROTON MA 01450 LISA FIORENTINO CHIEF EXECUTIVE OFFICER 9784869524 2026-02-13 1 1 JOSEPH M GISO CPA P00030126 7819143400 2026-02-13 2024 2025-03-06 01:10:19Z LISA FIORENTINO 122 OLD AYER ROAD GROTON MA 01450 16337705 0 X WWW.GROTONHILL.ORG X 1985 MA TO SHARE THE TRANSFORMATIVE POWER OF MUSIC THROUGH TEACHING, PERFORMING & GIVING MUSIC. 15 15 178 150 0 0 24746753 4943373 4718340 6011898 1419147 2605078 0 0 30884240 13560349 87104 92927 0 0 4228327 4617641 0 0 567068 8877390 9124024 13192821 13834592 17691419 -274243 244845809 248631838 1813254 2223792 243032555 246408046 THE ORGANIZATION'S MISSION IS TO SHARE THE TRANSFORMATIVE POWER OF MUSIC THROUGH TEACHING, PERFORMING AND GIVING MUSIC GENEROUSLY WHEN THERE IS NEED. 0 0 6377570 92927 2748558 THE MUSIC EDUCATION PROGRAM SERVED APPROXIMATELY 2,000 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, AND TRADITIONAL MUSIC. THE ORGANIZATION IS COMMITTED TO PROVIDING AFFORDABLE MUSIC EDUCATION AND ALSO HAS BEEN ABLE TO PROVIDE $92,927 IN SCHOLARSHIP AID. 5771959 3260840 THE ORGANIZATION'S PERFORMANCE PROGRAM SERVED OVER 48,000 PEOPLE THROUGH PERFORMANCES BY PROFESSIONAL HIGH CALIBER PERFORMING ARTISTS IN MANY GENRES OF MUSIC INCLUDING CLASSICAL, JAZZ, BLUE GRASS, COUNTRY, AND TRADITIONAL MUSIC AS WELL AS PERFORMANCES BY THE ORGNIZATIONS PROFESSIONAL VISTA PHILHARMONIC ORCHESTRA LED BY CONDUCTOR BRUCE HANGEN. 347046 2500 THE ORGANIZATION'S COMMUNITY ENGAGEMENT PROGRAMS SERVE ITS COMMUNITY THROUGH FREE MUSIC SCHOOL PROGRAMS IN UNDER RESOURCED PUBLIC SCHOOL DISTRICTS AND IN BOYS AND GIRLS CLUBS, FREE PROFESSIONAL CONCERTS THAT SERVE ITS COMMUNITY WHICH INCLUDES SENIOR CITIZENS, RESIDENTS OF ASSISTED LIVING FACILITIES AND FAMILIES, AND BEDSIDE SINGING BY ITS THRESHOLD SINGERS FOR THOSE IN HOSPICE CARE OR AT THE END OF LIFE. 12496575 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 187 0 1 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X LISA FIORENTINO 9784869524 122 OLD AYER ROAD GROTON MA 01450 LISA FIORENTINO CHIEF EXECUTIVE OFFICER 40.00 X 232141 0 18453 PETER ROBBINS DIR OF EDUCATION & PERFORM 40.00 X 148000 0 0 MATTHEW MALIKOWSKI DIRECTOR OF OPERATIONS 40.00 X 141381 0 6475 CATHERINE COLEMAN DIRECTOR OF DEVELOPMENT 40.00 X 146300 0 0 JANE BOATRIGHT DIRECTOR OF FINANCE 40.00 X 116698 0 14302 DAVID LEARY DIRECTOR OF MARKETING 40.00 X 100015 0 18453 SIMON JONES CHAIR 1.00 X X 0 0 0 MIRIAM SMITH VICE-CHAIR 1.00 X X 0 0 0 SAMUEL MORROW TREASURER 1.00 X X 0 0 0 PHIL FRANCISCO CLERK 1.00 X X 0 0 0 CATHY-ANN ALEXANDER BOARD MEMBER 1.00 X 0 0 0 PETER BENTINCK-SMITH BOARD MEMBER 1.00 X 0 0 0 MICHAEL COUTU BOARD MEMBER 1.00 X 0 0 0 KIRSTA DAVEY BOARD MEMBER 0.00 X 0 0 0 PAM LYNN BOARD MEMBER 1.00 X 0 0 0 MELISSA MARANDA BOARD MEMBER 1.00 X 0 0 0 JANE PUFFER BOARD MEMBER 1.00 X 0 0 0 DAVE RIGGERT BOARD MEMBER 1.00 X 0 0 0 ROBERT ANDERSON HONORARY BOARD MEMBER 1.00 X 0 0 0 RALPH BROWN HONORARY BOARD MEMBER 1.00 X 0 0 0 DAVID MOULTON HONORARY BOARD MEMBER 1.00 X 0 0 0 884535 0 57683 6 0 1 0 0 54990 4888383 1267638 4943373 TICKET REVENUE 711190 2979024 2979024 TUITION 711190 2612154 2612154 SERVICE FEES AND RENTAL 711190 420720 420720 6011898 2485986 2485986 2896448 2777356 119092 119092 119092 13560349 6011898 0 2605078 92927 92927 270350 108140 54070 108140 3837579 3281364 224153 332062 187790 146558 23156 18076 321922 268174 20861 32887 33282 22922 10360 41602 41602 67934 67934 401237 401237 203298 203054 244 133775 106181 15778 11816 73210 51982 6041 15187 1634141 1578199 55942 111 111 530 530 4318933 4074377 244556 79307 69138 6496 3673 PERFORMANCE FEES 1273162 1273162 PROGRAM PRODUCTION 863502 818519 44983 13834592 12496575 770949 567068 2862909 1268732 4820814 1908070 578201 544056 130401 27136 41450 29695 189681665 11000441 182854574 178681224 53557460 66172925 244845809 248631838 155887 216243 1507243 1866912 150124 140637 1813254 2223792 X 192265252 190375043 50767303 56033003 243032555 246408046 244845809 248631838 X -274243 3672447 -22713 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52931664 100000 5951065 48375 1522825 40592 57370937 26152232 23482500 4567669 46425 1195550 28762 52931664 23374186 1278500 2650579 45225 1082133 23675 26152232 24543129 1956526 -2963253 38900 84575 38741 23374186 3042571 20514584 1122930 36400 78100 22456 24543129 0.06000 0.94000 0 0 2474374 2474374 108219224 5410010 102809214 60399093 3018458 57380635 1600022 415187 1184835 16988952 2156786 14832166 178681224 CHARITABLE GIFT ANNUITIES 140637 140637 X 17049222 3672447 -115640 3556807 13492415 67934 67934 13560349 13673731 0 13673731 67934 92927 160861 13834592 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, COMMUNITY ENGAGEMENT, ORCHESTRA INITIATIVES, EDUCATIONAL PROGRAMS, BUILDING MAINTENANCE, AND OPERATIONAL NEEDS. 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 NET INCOME FOR THE YEAR ENDED JUNE 30, 2025. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS ARE RECOGNIZED AS A PART OF INTEREST EXPENSE AND MISCELLANEOUS EXPENSES, RESPECTIVELY, IN THE ACCOMPANYING STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NO ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND NONE WERE INCURRED DURING THE YEAR THEN ENDED. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED -92,927. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -22,713. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 67,934. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 92,927. 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 ORGANIZATION'S NONDISCRIMINATORY POLICY IS INCLUDED ON THE ORGANIZATION'S WEBSITE AND REGISTRATION DOCUMENTATION. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED $49,500 FROM THE MASSACHUSETTS CULTURAL COUNCIL AND $5,490 FROM VARIOUS LOCAL CULTURAL COUNCILS. 1 SCHOLARSHIPS 94 92927 FMV TUITION AID 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 SCHOLARSHIPS GRANTED ARE TRACKED INTERNALLY AND APPLIED DIRECTLY TO THE COST OF TUITION FOR CLASSES AND LESSONS TO BE TAKEN AT OUR ORGANIZATION. THE ORGANIZATION TRACKS LESSON OR CLASS THAT EACH INDIVIDUAL STUDENT ATTENDS. X X X X 0 0 0 0 0 0 0 1 0 LISA FIORENTINO CHIEF EXECUTIVE OFFICER 222141 0 10000 0 0 0 0 0 18453 0 250594 0 0 0 PART I, LINE 7 AS THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER - LISA FIORENTINO IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF DIRECTORS, BASED IN PART UPON THE SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGES FOR SUCH POSITION. THE TOTAL BONUS AWARDED AMOUNTED TO $10,000. X 14 1260644 SEE PART II X HOTEL ACCOMODATIONS 5 6994 FMV 0 1 0 SCHEDULE M, PART I, LINE 9: THE ORGANIZATION CALCULATES CONTRIBUTION AMOUNTS FOR SECURITIES ON THE DATE SECURITIES ARE RECEIVED. THE ORGANIZATION MULTIPLIES THE AVERAGE OF THE HIGH AND LOW STOCK PRICES ON THE DATE OF RECEIPT BY THE NUMBER OF SHARES DONATED. SCHEDULE M, PART I, LINE 25: DONOR PROVIDED AN INVOICE PRESENTING THE AMOUNT THE ORGANIZATION WOULD HAVE PAID FOR THE HOTEL ACCOMODATIONS. SCHEDULE M, PART I, LINE 9: THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF OCCASIONS SECURITES WERE DONATED. FORM 990, PART VI, SECTION B, LINE 11B 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 OFFICERS 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 CONFLICT(S), OR POTENTIAL CONFLICT(S), OF INTEREST EXIST, THEY WOULD BE BROUGHT TO THE ATTENTION OF THE CHAIR OF THE BOARD AND CHIEF EXECUTIVE OFFICER FOR FURTHER REVIEW AND RESOLUTION. ANY CONFLICT OF INTEREST WOULD BE RECORDED IN THE MINUTES OF THE BOARD AND WHERE THE CONFLICT(S) CONCERN(S) ANY BOARD MEMBER(S), THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION OF THE MATTER. IF A CONFLICT OF INTEREST SEVERELY IMPEDES AN INDIVIDUAL'S ABILITY TO PERFORM THEIR ORGANIZATIONAL DUTIES, THAT INDIVIDUAL WILL BE REMOVED FROM THEIR POSITION. FORM 990, PART VI, SECTION B, LINE 15A INCREASES TO CHIEF EXECUTIVE OFFICER'S COMPENSATION INCLUDE A PERFORMANCE REVIEW PROCESS, A REVIEW OF COMPARABILITY DATA, AND APPROVAL BY THE FULL BOARD OF DIRECTORS OR A SUBSET THEREOF. MINUTES OF ALL MEETINGS RELATED TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE MAINTAINED TO DOCUMENT THE DELIBERATIONS AND DECISIONS. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -22,713. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.