2022-12-01T10:41:34-05:00 2022-06-30 061354191 VISCONTI & ASSOCIATES PC 444 FOXON ROAD EAST HAVEN CT 06513 990 2021-07-01 066100039 ORCHESTRA LUMOS INC ORCH 263 TRESSER BLVD STAMFORD CT 06901 RUSSELL JONES PRESIDENT & CEO 2033251407 2022-11-14 true RUSSELL JONES JOHN J VISCONTI P00027180 2038652927 2022-12-01 0 00 AAL2 IAL1 2021 2022-09-23 18:48:47Z X 2092247 false X https://orchestralumos.org X 1977 CT 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 23 23 83 2 0 0 4439246 1623130 138842 192474 146392 182443 99818 89571 4824298 2087618 0 0 729024 1110099 168116 16500 106734 534707 827790 1431847 1954389 3392451 133229 4979136 4591882 188202 406982 4790934 4184900 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 false false 1327073 175321 WHILE THE PANDEMIC CONTINUED TO PRESENT OBSTACLES DURING THE 2021-22 SEASON, THE ORCHESTRA RETURNED TO LIVE PERFORMANCE WITH CONCERNTS AT STAMFORDS PALACE THEATRE AND IN COMMUNITY VENUES IN STAMFORD AND NEIGHBORING COMMUNITIES INCLUDING THE FISH CHURCH IN STAMFORD, THE STAMFORD MUSEUM AND NATURE CENTER, FIRST PRESBYTERIAN CHURCH OF NEW CANAAN, WESTPORT LIBRARY, AND STAMFORD LIBRARY. THE FIRST SUBSCRIPTION CONCERT SINCE THE COVID-19 SHUTDOWN IN MARCH, 2020 TOOK PLACE AT THE PALACE THEATRE IN NOVEMBER, WHEN THE ORCHESTRA PRESENTED FOR JUSTICE AND PEACE, WHICH INCLUDED A WORK BY AFRICAN AMERICAN COMPOSER XAVIER FOLEY MARKING THE 400 YEARS OF SLAVERY WITH THE ARRIVAL OF THE SLAVE SHIP, WHITE LION IN JAMESTOWN. THE SUBSCRIPTION SEASON INCLUDED AN ADDITIONAL SEVEN CONCERTS AT THE PALACE THEATRE FEATURING SPECIAL GUESTS SUCH AS VINCE GIORDANO AND THE NIGHTHAWKS, THE YOUNG CELLIST NICHOLAS CANELLAKIS, AND WORLD-RENOWNED VIOLINIST PINCHAS ZUKERMAN. THE FINAL CONCERT OF THE SEASON IN MAY INCLUDED A PERFORMANCE OF PICTURES AT AN EXHIBITION, THE LARGEST WORK THE ORCHESTRA HAS EVER PERFORMED. THE ORCHESTRA PRESENTED TWO CONCERTS FOR THE HOLIDAY SEASON-THE ONLINE PREMIERE OF AN EVENING OF KLEZMER, WHICH FEATURED MUSIC AND CONVERSATIONS WITH ORCHESTRA AND CLEZMER MUSICIANS FROM AROUND THE WORLD - INCLUDING GRAMMY AWARD-WINNER BRANFORD MARSALIS - AND THE RETURN OF OUR POPULAR HOLIDAY BRASS CONCERTS AT STAMFORD TOWN CENTER 202363 17153 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 ACTIVITITES 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 HIGHLIGHT OF OUR WORK IN EDUCATION DURING THE 2021-22 SEASON WAS THE LAUNCH OF A NEW 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. DESPITE THE CONTINUING IMPACT OF COVID-19 RESTRICTIONS, WE WERE ABLE TO INTRODUCE THE FIRST ACTIVITIES OF THE STRATEGIC PLAN BY DEVELOPING SEVERAL NEW PARTNERSHIPS, EXPANDING OUR WORK WITH CURRENT PARTNERS, AND FINDING CREATIVE SOLUTIONS FOR DEALING WITH LIMITATIONS ON IN-PERSON GATHERINGS IN BOTH SCHOOL AND COMMUNITY SETTINGS HIGHLIGHTS OF OUR EDUCATION AND COMMUNITY ACTIVITIES DURING 2021-22 SEASON INCLUDED: PUBLIC SCHOOL PARTNERSHIPSOUR COLLABORATIONS WITH STAMFORD PUBLIC SCHOOLS REMAINS STRONG, AND WE ALSO DEVELOPED NEW PARTNERSHIPS WITH OTHER SCHOOL DISTRICTS IN FAIRFIELD COUNTY. SINCE WE WERE UNABLE TO PRESENT IN-PERSON EDUCATION ACTIVITIES, WE CREATED AN INTERACTIVE VIDEO INTRODUCING THIRD GRADE STUDENTS TO JAZZ, SHARED WITH ALL PUBLIC SCHOOLS IN FAIRFIELD COUNTY AND REACHING OVER 3,000 STUDENTS. WE OFFERED INSTRUMENTAL 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. WE PRESENTED THE SECOND SEASON OF 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 ORGANZIATIONS 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. WE ALSO INAUGURATED A PARTNERSHIP WITH GREATER CONNECTICUT YOUTH ORCHESTRAS (GCTYO) THAT RESULTED IN A BRAND NEW CHAMBER PROGRAM FOR GCTYP STUDENTS. ORCHESTRA LUMOS MUSICIANS SERVED AS COACHES FOR THIS PROGRAM, CREATING FIVE NEW CHAMBER ENSEMBLES AND PREPARING THE YOUNG MUSICIANS FOR PERFORMANCES. WE WERE EXCITED TO WELCOME 25 STUDENTS INTO THE PROGRAM AND PRODUCE TWO CONCERTS ATTENDED BY APPROXIMATELY 200 STUDENTS AND THEIR FAMILIES. PUBLIC LIBRARIESPUBLIC LIBRARIES WILL BE A KEY PART OF ORCHESTRAS EXPANSION ACROSS FAIRFIELD COUNTY AND WE WERE PROUD TO INTRODUCE A BRAND NEW MUSIC AND STORYTELLING PROGRAM FOR CHILDREN IN KINDERGARTEN THROUGH THIRD GRADE. THIS 30 MINUTE CONCERT PAIRS A CHILDRENS BOOK SELECTED IN COLLABORATION WITH THE CHILDRENS LIBRARIAN ALONG WITH A SOUNDTRACK TO THE BOOK PERFORMED BY ORCHESTRA LUMOS MUSICIANS. FAMILY FRIENDLY CONCERTS AND ACTIVITIESIN ADDITION TO ENGAGING CHILDREN THROUGH IN-SCHOOL AND COMMUNITY PROGRAMS, WE ARE COMMITTED TO OFFERING ACTIVITIES THAT CAN BE SHARED WITH THE ENTIRE FAMILY. THIS SEASON WE WERE DELIGHTED TO RETURN TO STAMFORD TOWN CENTER AND WELCOME FAMILIES TO OUR POPULAR HOLIDAY BRASS PROGRAM IN DECEMBER. IN APRIL, WE PRESENTED A FREE FAMILY CONCERT AT THE CARRIAGE BARN ARTS CENTER IN NEW CANAAN, DESIGNED FOR CHILDREN UNDER THE AGE OF TEN. WE WERE ALSO EXCITED TO BRING BACK MUSIKIDS-OUR PRE-CONCERT PROGRAM FOR YOUNG PEOPLE-AFTER A TWO-YEAR HIATUS DUE TO COVID-19. 1529436 true true false false false false false false false true true false false false false true true false false false false false false true true false false false false true false false false false false false false false false false false false false false false false false false true 21 0 true 83 true false false false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true false false false CT X X RUSSELL JONES 2033251407 263 TRESSER BLVD STAMFORD CT 06901 RUSSELL JONES PRESIDENT & CEO 40.00 0.00 X 180000 0 3600 MARILYN PUDER YORK BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH REYNOLDS BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN C PARRISH BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN MCINTYRE BOARD MEMBER 1.00 0.00 X 0 0 0 KATHERINE MICHELE BOARD MEMBER 1.00 0.00 X 0 0 0 HELENA YOON BOARD MEMBER 1.00 0.00 X 0 0 0 MARK SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 DALE TODARO BOARD MEMBER 1.00 0.00 X 0 0 0 EMMANUEL SAOUNATSOS BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL SPINNER BOARD MEMBER 1.00 0.00 X 0 0 0 TOMAS HAENDLER BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 JULIET H FORRESTER BOARD MEMBER 1.00 0.00 X 0 0 0 SAM ABERNETHY BOARD MEMBER 1.00 0.00 X 0 0 0 PHILIP FARESE BOARD MEMBER 1.00 0.00 X 0 0 0 DR ERIC KUNG BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM LEACH BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN JOVE BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL KOHN BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN ALPERT VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL MAYONE TREASURER 1.00 0.00 X X 0 0 0 PENNY YOUNG SECRETARY 1.00 0.00 X X 0 0 0 THOMAS HERBIG CHAIR 1.00 0.00 X X 0 0 0 180000 0 3600 1 false true false 1141842 481288 1623130 SUBSCRIPTIONSBOX OFFIC 711130 179374 179374 CONTRACT FEES 711130 13100 13100 192474 182443 182443 94200 4629 89571 89571 2087618 192474 0 272014 X 180000 135000 12127 32873 930099 849406 68894 11799 16500 16500 164278 138982 25296 96535 96535 27929 6669 14470 6790 52125 52125 483 483 4045 4045 20755 20755 OTHER PRODUCTION COSTS 45241 45241 CONTRACT SERVICES 218758 181533 37225 PRINTING AND PUBLICATIONS 19933 19534 399 SERVICE FEES 26097 24792 1305 151611 118601 19534 13476 1954389 1529436 318219 106734 110230 173243 2280203 2605212 586652 1745206 1945925 41415 61202 117583 110564 14711 7019 4979136 4591882 49742 137996 3185 268986 135275 188202 406982 X 1056101 838095 3734833 3346805 4790934 4184900 4979136 4591882 133229 -739263 0 X X false true X true true true X 1055310 962431 1166490 4439246 1623130 9246607 1055310 962431 1166490 4439246 1623130 9246607 9246607 47143 46909 23659 146392 182443 446546 7521 43006 5584 56111 3373 625 1475 5473 9754737 1485424 0.94790 0.95260 X Other income Part II line 10 or Part III line 12 OTHER INCOME: 2017 $3,373; 2018 $625; 2019: $1,425; 2020 $0; 2021 $0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 538986 -62588 20000 456398 446868 5000 107118 20000 538986 455532 5000 6336 20000 446868 432424 2500 40628 20000 455552 303841 138125 10458 20000 432424 0.17050 0.28800 0.54150 false false 6500 6500 111083 104064 7019 7019 X 1394535 -739263 43750 4629 -690884 2085419 2199 2199 2087618 2000569 43750 4629 48379 1952190 2199 2199 1954389 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 4,629 Other expenses not included on Form 990 (Part XII, line 2d) FUNDRAISING EXPENSES NETTED TO REVENUE 4,629 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 2019. X X true NANCY KINGSTON 2 SALISBURY POINT 1E NYACK NY 10960 GRANT SPECIALIST false 16500 -16500 16500 -16500 CT GALA 94200 94200 4629 94200 94200 4629 4629 89571 X X false false false false false false RUSSELL JONES PRESIDENT & CEO 180000 3600 183600 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 fees for services expenses Part IX line 11g MISCELLANEOUS: 20,904 PROGRAM, 10,014 MANAGEMENT & GENERAL, 10,424 FUNDRAISING, TOTAL 41,342; GUEST ARTIST: 49,321 PROGRAM, TOTAL 49,321; OTHER PRODUCTION PERSONNEL: 45,977 PROGRAM, TOTAL 45,977; DUES & SUBSCRIPTIONS: 2,399 PROGRAM, 2,399 MANAGEMENT & GENERAL, TOTAL 4,798; RENT: 5,772 MANAGEMENT & GENERAL, 2,474 FUNDRAISING, TOTAL 8,246; UTILITIES: 1,349 MANAGEMENT & GENERAL, 578 FUNDRAISING, TOTAL 1,927 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.