ORCHESTRA LUMOS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ORCHESTRA LUMOS INC (EIN 06-6100039)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-11
- IRS object ID
- 202403469349300740
- Schema version
- 2023v5.1
- 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 | 2024-12-11T14:16:41-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061354191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISCONTI & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 FOXON ROAD | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066100039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORCHESTRA LUMOS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORCH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2033251407 | PhoneNum |
| Signature | 2024-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J VISCONTI | PreparerPersonNm |
| PTIN | P00027180 | PTIN |
| Phone | 2038652927 | PhoneNum |
| Preparation | 2024-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,721,023 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://ORCHESTRALUMOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ORCHESTRA LUMOS IS TO BRING THE TRANSFORMATIONAL IMPACT OF GREAT MUSIC TO OUR AUDIENCE THROUGH PASSIONATE, PROFESSIONAL PERFORMANCES OF THE HIGHEST CALIBER, DIVERSE AND INNOVATIVE PROGRAMMING, AND INSPIRING EDUCATIONAL INITIATIVES. THE ORCHESTRA PRESENTS A | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,116,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,107,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $272,393 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $298,178 | CYProgramServiceRevenueAmt |
| PY Investment Income | $158,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,211 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211,562 | PYOtherRevenueAmt |
| CY Other Revenue | $85,778 | CYOtherRevenueAmt |
| PY Total Revenue | $1,758,901 | PYTotalRevenueAmt |
| CY Total Revenue | $1,661,688 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,233,642 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,354,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $18,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $19,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $172,698 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $978,379 | PYOtherExpensesAmt |
| CY Other Expenses | $922,193 | CYOtherExpensesAmt |
| PY Total Expenses | $2,230,021 | PYTotalExpensesAmt |
| CY Total Expenses | $2,296,270 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$471,120 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$634,582 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,227,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,601,440 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $435,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,028 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,792,603 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,396,412 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF ORCHESTRA LUMOS IS TO BRING THE TRANSFORMATIONAL IMPACT OF GREAT MUSIC TO OUR AUDIENCE THROUGH PASSIONATE, PROFESSIONAL PERFORMANCES OF THE HIGHEST CALIBER, DIVERSE AND INNOVATIVE PROGRAMMING, AND INSPIRING EDUCATIONAL INITIATIVES. THE ORCHESTRA PRESENTS A | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,790,752 | ExpenseAmt |
| Revenue | $280,363 | RevenueAmt |
| Desc | ORCHESTRA LUMOS CONTINUES TO PRESENT HIGH QUALITY CONCERTS TO AUDIENCES ACROSS FAIRFIELD COUNTY. AT THE PALACE THEATRE IN STAMFORD CLASSICAL AND POPULAR PROGRAMS ARE PRESENTED. SOME OF THE WORLDS FINEST MUSICIANS ARE ENGAGED INCLUDING JOSHUA BELL, PINCHAS ZUKERMAN, GIL SHAHAM AND ALISA WEILERSTEIN. ACROSS THE COUNTY FROM GREENWICH TO BRIDGEPORT, SMALL SPACE CONCERTS ARE PRESENTED IN CHURCHES, LIBRARIES, SCHOOLS AND MALLS. THESE CONCERTS ARE CURATED AND GIVEN BY MEMBERS OF THE ORCHESTRA AND INCLUDE SOLO RECITALS, STRING TRIOS AND QUARTETS, WIND AND BRASS ENSEMBLES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,055 | ExpenseAmt |
| Revenue | $17,815 | RevenueAmt |
| Desc | ORCHESTRA LUMOS IS DEEPLY COMMITTED TO OFFERING A BROAD RANGE OF OPPORTUNITIES TO ENRICH THE LIVES OF ALL MEMBERS OF OUR COMMUNITY THROUGH PARTICIPATION IN OUR PROGRAMS. OUR MUSIC EDUCATION ACTIVITIES ENCOURAGE YOUNG PEOPLE TO EXPLORE, APPRECIATE, PERFORM, AND CREATE MUSIC. FREE CONCERTS IN COMMUNITY VENUES ENABLE US TO REACH A BROAD AND DIVERSE CROSS-SECTION OF FAIRFIELD COUNTY RESIDENTS.THE ORCHESTRA CONTINUES TO BUILD ITS FIVE-YEAR STRATEGIC PLAN THAT WILL SIGNIFICANTLY EXPAND THE REACH OF OUR EDUCATION ACTIVITIES, WITH A GOAL OF REACHING A BROADER AND MORE DIVERSE CROSS-SECTION OF OUR COMMUNITYS YOUTH. EXISTING AND NEW PARTNERSHIPS HELP EXPAND OUR WORK IN FINDING CREATIVE OPPORTUNITIES FOR STUDENTS IN BOTH SCHOOL AND COMMUNITY SETTINGS. HIGHLIGHTS OF OUR EDUCATION AND COMMUNITY ACTIVITIES INCLUDE:PUBLIC SCHOOL PARTNERSHIPS;OUR COLLABORATIONS WITH STAMFORD PUBLIC SCHOOLS REMAINS STRONG, AND WE ALSO DEVELOPED NEW PARTNERSHIPS WITH OTHER SCHOOL DISTRICTS IN FAIRFIELD COUNTY.BOOTCAMPS IN DARIEN PUBLIC SCHOOLS FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS, PRESENTED BY ORCHESTRA LUMOS MUSICIANS, TO HELP INDIVIDUAL STUDENTS WITH THEIR SKILLS AND TECHNIQUE.THE UNIQUE SERIES, A FOUR-CONCERT SERIES FOR STUDENTS WITH SPECIAL NEEDS IN STAMFORD PUBLIC SCHOOLS, OFFERED IN PARTNERSHIP WITH CONCORDIA CONSERVATORY. YOUTH MUSIC ORGANIZATIONSIN ADDITION TO OUR IN-SCHOOL ACTIVITIES, ORCHESTRA LUMOS HAS HAD THE OPPORTUNITY TO COLLABORATE WITH SEVERAL OF THE YOUTH MUSIC ORGANIZATIONS IN OUR AREA THAT WORK WITH STUDENTS WHOSE FAMILIES DONT HAVE THE RESOURCES FOR PRIVATE MUSIC LESSONS OR ENSEMBLE EXPERIENCES. THESE PARTNERS INCLUDE PROJECT MUSIC, WHOSE MISSION IS TO USE THE TRANSFORMATIVE POWER OF MUSIC TO EFFECT POSITIVE SOCIAL CHANGE FOR THE STUDENTS MOST IN NEED OF ACCESS, OPPORTUNITY, AND INSPIRATION. THIS SEASON, OUR MUSICIANS OFFERED BOTH PRIVATE INSTRUCTION TO INDIVIDUAL STUDENTS AND MASTERCLASSES FOR SMALL GROUPS OF BEGINNING AND ADVANCED STUDENTS. THESE ACTIVITIES, ALONG WITH COMPLIMENTARY TICKETS TO ORCHESTRA LUMOS CONCERTS AT THE PALACE THEATRE REACHED OVER 150 PROJECT MUSIC STUDENTS AND FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,831,807 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 154 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Phone | 2033251407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RUSSELL JONES | |||||||
| PRESIDENT & CEO | 0.00 | 0.00 | Yes (X) | Yes (X) | $156,000 | $0 | $3,120 |
| KEITH REYNOLDS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARL ROSIN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN PUDER YORK | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN C PARRISH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE MICHELE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SHYN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER WEITZNER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH STERN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL SPINNER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DALE TODARO | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN MCINTYRE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOMAS HAENDLER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA ALEXANDER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIET H FORRESTER-ALEXANDRE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAM ABERNETHY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP FARESE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM LEACH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY KALTER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JOVE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MAYONE | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN ALPERT | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE LORENTSEN | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PENNY YOUNG | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS HERBIG | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,120 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $154,446 | GovernmentGrantsAmt |
| All Other Contributions | $953,075 | AllOtherContributionsAmt |
| Total Contributions | $1,107,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTIONSBOX OFFIC | 711130 | $277,183 | $277,183 |
| CONTRACT FEES | 711130 | $20,995 | $20,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $298,178 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,211 | TotalRevenueColumnAmt |
| Exclusion | $170,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $145,113 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $59,335 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,778 | TotalRevenueColumnAmt |
| Exclusion | $85,778 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,661,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $298,178 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $255,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,000 | TotalAmt |
| Program Services | $117,000 | ProgramServicesAmt |
| Management And General | $10,530 | ManagementAndGeneralAmt |
| Fundraising | $28,470 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,577 | TotalAmt |
| Program Services | $1,019,197 | ProgramServicesAmt |
| Management And General | $103,353 | ManagementAndGeneralAmt |
| Fundraising | $76,027 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,500 | TotalAmt |
| Fundraising | $19,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,445 | TotalAmt |
| Program Services | $22,392 | ProgramServicesAmt |
| Management And General | $19,693 | ManagementAndGeneralAmt |
| Fundraising | $28,360 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,359 | TotalAmt |
| Program Services | $136,359 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,199 | TotalAmt |
| Program Services | $4,211 | ProgramServicesAmt |
| Management And General | $10,831 | ManagementAndGeneralAmt |
| Fundraising | $5,157 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,792 | TotalAmt |
| Program Services | $2,198 | ProgramServicesAmt |
| Management And General | $4,396 | ManagementAndGeneralAmt |
| Fundraising | $2,198 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239 | TotalAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,368 | TotalAmt |
| Management And General | $3,368 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,427 | TotalAmt |
| Management And General | $28,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER PRODUCTION COSTS | $76,225 | $76,225 | |
| CONTRACT SERVICES | $217,064 | $168,187 | $48,877 |
| PRINTING AND PUBLICATIONS | $45,736 | $45,736 | |
| SERVICE FEES | $8,794 | $8,794 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,545 | TotalAmt |
| Program Services | $231,508 | ProgramServicesAmt |
| Management And General | $62,051 | ManagementAndGeneralAmt |
| Fundraising | $12,986 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,296,270 | TotalAmt |
| Program Services | $1,831,807 | ProgramServicesAmt |
| Management And General | $291,765 | ManagementAndGeneralAmt |
| Fundraising | $172,698 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,612 | BOYAmt |
| EOY | $126,523 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,085 | BOYAmt |
| EOY | $2,583,488 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,482 | BOYAmt |
| EOY | $851,039 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,397 | BOYAmt |
| EOY | $36,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,277 | BOYAmt |
| EOY | $3,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,227,853 | BOYAmt |
| EOY | $3,601,440 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,190 | BOYAmt |
| EOY | $70,774 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,060 | BOYAmt |
| EOY | $134,254 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,250 | BOYAmt |
| EOY | $205,028 | 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 | $830,951 | BOYAmt |
| EOY | $762,307 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,961,652 | BOYAmt |
| EOY | $2,634,105 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,792,603 | BOYAmt |
| EOY | $3,396,412 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,227,853 | BOYAmt |
| EOY | $3,601,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$634,582 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $238,391 | NetUnrlzdGainsLossesInvstAmt |
| 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 | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $1,166,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,439,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,623,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,116,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,252,633 | CurrentTaxYearAmt |
| Total | $9,597,652 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,166,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,439,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,623,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,116,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,252,633 | CurrentTaxYearAmt |
| Total | $9,597,652 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,001,055 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,596,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,211 | CurrentTaxYearAmt |
| Total | $681,498 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,584 | CurrentTaxYearMinus4YearsAmt |
| Total | $5,584 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,475 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,286,209 | TotalSupportAmt |
| Public Support CY170 | 0.83570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other income Part II line 10 or Part III line 12 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME: 2019 $1,425; 2020 $0; 2021 $0; 2022 $0; 2023 $0 | ExplanationTxt |
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 | $489,018 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $99,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $568,544 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $456,398 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $67,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $509,018 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,986 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$62,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $456,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,868 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $107,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $538,986 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,532 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $446,868 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,500 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,820 | DepreciationAmt |
| Book Value | $3,910 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,910 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,041,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $238,391 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $81,813 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $59,335 | OtherRevenueAmt |
| Revenue Not Reported | $379,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,661,688 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,661,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,437,418 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $81,813 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $59,335 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $141,148 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,296,270 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,296,270 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment funds intended uses (Part V, line 4) | THE ORCHESTRAS ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. |
| Other revenues not included on Form 990 (Part XI, line 2d) | FUNDRAISING EXPENSES NETTED TO REVENUE 59,335 |
| Other expenses not included on Form 990 (Part XII, line 2d) | FUNDRAISING EXPENSES NETTED TO REVENUE 59,335 |
| Footnote for uncertain tax position under FIN 48 (Part X) | ORCHESTRA LUMOS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORCHESTRA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORCHESTRA IS NOT SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR THE PERIODS PRIOR TO 2021. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY KINGSTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SALISBURY POINT 1E | AddressLine1Txt |
| City | NYACK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT SPECIALIST | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $19,500 | RetainedByContractorAmt |
| Net To Organization | -$19,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $19,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$19,500 | TotalNetToOrganizationAmt |
| Licensed States | CT | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $145,113 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $145,113 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $59,335 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $145,113 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $145,113 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,335 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $59,335 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $85,778 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $156,000 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $3,120 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $159,120 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT WILL CORRECTLY REFLECT ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. AFTER THE AUDIT COMMITTEES REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FROM ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING. |
| Conflict of interest policy compliance Part VI line 12c | ANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE REQUIRED TO DISCLOSE WHEN THEY COME ONTO THE BOARD OF DIRECTORS OR ARE HIRED ANY CONFLICT OF INTEREST THEY MAY HAVE FOR ANY MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS. ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED AND REVIEWED. ANY CONFLICTS ARE REVIEWED BY THE BOARD MEMBERS WITHOUT A CONFLICTING INTEREST. THE PERSON WITH THE CONFLICT MAY NOT VOTE ON THE TRANSACTION; HOWEVER, THEY MAY BE PRESENT TO ANSWER QUESTIONS. THE BOARD SECRETARY WILL DOCUMENT THE BOARDS DECISION AND THE BASIS FOR THEIR DETERMINATION IN THE MINUTES TO THE MEETING. |
| Other officer or key employee compensation Part VI line 15b | THE PRESIDENT/CEOS BASE COMPENSATION IS SUBJECT TO REVIEW EACH FISCAL YEAR. HIS/HER SALARY IS GENERALLY INCREASED IN LINE WITH THE COST-OF-LIVING INCREASE GRANTED TO THE SSO FULL-TIME STAFF; HOWEVER, THE PRESIDENT/CEO WILL BE ELIGIBLE TO EARN AN ANNUAL PERFORMANCE BONUS TO THE EXTENT THAT HE/SHE MEETS AND EXCEEDS GOALS AGREED UPON IN ACCORDANCE WITH THE PROCEDURES SET FORTH BELOW. EARLY IN EACH FISCAL YEAR, THE PRESIDENT/CEO MEETS WITH THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE TO AGREE UPON THE PRESIDENT/CEOS PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEOS PERFORMANCE IS REVIEWED BY THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE AFTER THE END OF EACH FISCAL YEAR, AT WHICH TIME, THE PERSONNEL COMMITTEE MEETS TO DETERMINE WHETHER PAYMENT OF A BONUS TO THE PRESIDENT/CEO IS APPROPRIATE AND, IF SO, THE AMOUNT OF THE BONUS. THE AMOUNT OF THE PRESIDENT/CEOS RECOMMENDED BONUS AND THE AMOUNT OF THE COST OF LIVING INCREASE GRANTED TO THE PRESIDENT/CEO AND ALL OTHER MEMBERS OF THE SSO FULL TIME STAFF IS PRESENTED TO THE BOARD FOR APPROVAL AT AN EXECUTIVE SESSION AT WHICH ONLY BOARD MEMBERS ARE PRESENT AND AT WHICH THE PRESIDENT/CEO IS NOT PRESENT. |
| Governing documents etc available to public Part VI line 19 | THE ORGANZIATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 263 TRESSER BLVD, STAMFORD, CT 06901 OR BY CALLING THE ORGANIZATION DIRECTLY AT 203-325-1407. |
| Audited by an independent accountant Part XII line 2b | THE ORGANIZATION HAS A COMMITTEE THAT IS REPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| List of other expenses Part IX line 24e | MISCELLANEOUS: PROGRAM 4,300 /MANAGEMENT & GENERAL, 8,079 /FUNDRAISING 6,954 TOTAL 19,333; GUEST ARTIST: PROGRAM 103,750 TOTAL 103,750; OTHER PRODUCTION PERSONNEL: PROGRAM 56,916 TOTAL 56,916; DUES & SUBSCRIPTIONS: PROGRAM 3,368 /MANAGEMENT & GENERAL 3,368, TOTAL 6,736;CONCERT HALL: PROGRAM 50,000 TOTAL 50,000;UTILITIES: MANAGEMENT & GENERAL 7,253 /FUNDRAISING 3,109 TOTAL 10,362INVESTMENT FEES: MANAGEMENT & GENERAL 484 TOTAL 484 |
| General explanation attachment | PART I MISSION STATEMENT CONTINUED SUBSCRIPTION SERIES AT STAMFORDS PALACE THEATRE AS WELL AS CHAMBER CONCERTS FEATURING MEMBERS OF THE ORCHESTRA AND HOLIDAY AND OTHER SPECIAL PROGRAMS. FORMERLY KNOWN AS STAMFORD SYMPHONY, THE ORGANIZATION CHANGED ITS NAME TO ORCHESTRA LUMOS IN MAY, 2022 TO REFLECT ITS GROWING REACH TO ALL SEGMENTS OF FAIRFIELD COUNTYS DIVERSE POPULATION. |
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