2021-04-30T16:17:10-05:00 2020-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2019-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 630 9TH AVENUE NO 807 NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2021-04-21 1 LAUREN CRESCI P01268493 2126972299 2019 2022-09-23 18:48:47Z THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 630 9TH AVENUE NO 807 NEW YORK NY 10036 1230974 0 X WWW.LITTLEORCHESTRA.ORG X 1947 NY THE MISSION OF THE LITTLE ORCHESTRA SOCIETY IS TO SHARE THE VITALITY OF LIVE CLASSICAL MUSIC AND BUILD FUTURE AUDIENCES BY PRESENTING INNOVATIVE CONCERTS THAT INCORPORATE MULTIPLE ART FORMS TO PROVIDE AUDIENCES OF BOTH ADULTS AND CHILDREN WITH A DEEPER UNDERSTANDING AND ENJOYMENT OF MUSIC. MUSIC EDUCATION AND PUBLIC SERVICE PROGRAMS ARE CENTRAL TO SUPPORTING THIS MISSION WHICH SEEKS TO MAKE CONCERTGOING AND ENGAGEMENT IN THE LIVE PERFORMING ARTS A LIFE-LONG PURSUIT. 13 13 11 16 0 0 834652 801963 471048 380888 14 10 4273 4397 1309987 1187258 0 0 0 0 413944 377416 52375 42500 151493 818837 730815 1285156 1150731 24831 36527 253334 234142 242596 186877 10738 47265 X THE MISSION OF THE LITTLE ORCHESTRA SOCIETY IS TO SHARE THE VITALITY OF LIVE CLASSICAL MUSIC AND BUILD FUTURE AUDIENCES BY PRESENTING INNOVATIVE CONCERTS THAT INCORPORATE MULTIPLE ART FORMS TO PROVIDE AUDIENCES OF BOTH ADULTS AND CHILDREN WITH A DEEPER UNDERSTANDING AND ENJOYMENT OF MUSIC. MUSIC EDUCATION AND PUBLIC SERVICE PROGRAMS ARE CENTRAL TO SUPPORTING THIS MISSION WHICH SEEKS TO MAKE CONCERTGOING AND ENGAGEMENT IN THE LIVE PERFORMING ARTS A LIFE-LONG PURSUIT. 0 0 595339 306938 FAMILY CONCERTSIN 2019-20 THE LITTLE ORCHESTRA SOCIETY/ORPHEON, INC. (LOS) PERFORMED THE FIFTH SEASON OF THE HIGHLY SUCCESSFUL L.O.S. KIDS CONCERT SERIES FOR CHILDREN AGES 3-10. EACH CONCERT FOCUSED ON ONE OR TWO COMPOSERS. IN ITS FIFTH SEASON L.O.S. KIDS FEATURED FOUR PROGRAMS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, BRINGING THE MUSIC OF MOZART, STRAVINSKY, RAVEL & DEBUSSY, AND RODGERS & HAMMERSTEIN INTO THE CONCERT HALL AS COMPOSER/CHARACTERS TO INTRODUCE YOUNG CHILDREN TO SOME OF THE EXTRAORDINARY MUSIC THAT MADE EACH OF THEM FAMOUS. CONCERTS WERE PERFORMED AS FOLLOWS (WITH FIVE PERFORMANCES FOR "MOZART AND FOUR PERFORMANCES FOR EACH PROGRAM, PER WEEKEND). "MOZART," OCTOBER 19-20, 2019; "STRAVINSKY," NOBEMBER 16-17, 2019; "RAVEL & DEBUSSY," FEBRUARY 8-9, 2020; AND "RODGERS & HAMMERSTEIN," MARCH 7-8, 2020. THE "MOZART" PROGRAM INCLUDED EXCERPTS FROM THE MARRIAGE OF FIGARO AND "EINE KLEINE NACHTMUSIK." THE "STRAVINSKY" PROGRAM INCLUDED EXCERPTS FROM THE FIREBIRD SUITE, PETRUSKA, AND RITE OF SPRING. THE "RAVEL & DEBUSSY," PROGRAM INCLUDED EXCEPTS FROM "MOTHER GOOSE," LA MER, AND "CLAIRE DE LUNE." THE "RODGERS & HAMMERSTEIN," PROGRAM INCLUDED EXCERPTS FROM THE SOUND OF MUSIC, CAROUSEL, AND OKLAHOMA!. IN ADDITION TO THE PUBLIC PERFORMANCES ON THE MONDAYS FOLLOWING EACH PROGRAM WEEKEND, THE PROGRAMS EACH BEGAN WITH AN OPEN DRESS REHEARSAL, ATTENDED BY UNDERSERVED YOUNG PEOPLE WHO PARTICIPATED IN L.O.S. MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. THE L.O.S. KIDS SEASON INCLUDED FOUR OPEN DRESS REHEARSALS, FOUR PUBLIC SERVICE PERFORMANCES, AND 17 FAMILY PERFORMANCES. TOTAL ATTENDANCE FOR THESE PROGRAMS WAS 15,500 AND 40% OF THE AUDIENCE ATTENDED FREE AS THEY WOULD OTHERWISE NOT HAVE BEEN ABLE TO AFFORD THE TICKETS.L.O.S. ARTISTIC ADVISOR DAVID ALAN MILLER CREATED ALL THE PROGRAMS IN PARTNERSHIP WITH L.O.S. ASSOCIATE CONDUCTOR JANE KIM, L.O.S. STAFF, AND OUR CREATIVE TEAM. CARLOS AGREDA CONDUCTED THE "MOZART" PROGRAM, AND DAVID ALAN MILLER CONDUCTED ALL OTHER PROGRAMS; JANE KIM CONDUCTED ALL PUBLIC SERVICE PERFORMANCES. EACH OF THESE NEW L.O.S. KIDS PROGRAMS FEATURED ACTORS; VIDEO COMPONENTS; PUPPETRY AND PERFORMANCES BY ACCOMPLISHED YOUNG SOLOISTS ALONG WITH OUR PROFESSIONAL ORCHESTRA; AND AN ORIGINAL SCRIPT BY LONGTIME CHILDREN'S TELEVISION WRITER CRAIG SHEMIN - ALL DESIGNED TO ENHANCE AUDIENCE ENGAGEMENT WITH THE GREAT ORCHESTRAL MUSIC THAT IS AT THE CORE OF ALL L.O.S. PERFORMANCES.PRE-CONCERT EDUCATIONAL ACTIVITIES TOOK PLACE IN THE LOBBY, AND PRE-AND POST-CONCERT DISCOVERY GUIDES WERE PROVIDED TO AUDIENCE MEMBERS ON-LINE TO ENHANCE AND DEEPEN THEIR CONCERT-GOING EXPERIENCE. L.O.S. MAINTAINED TICKET PRICES FOR THE ENTIRE 2019-20 SEASON, INCLUDING A SIGNIFICANT PORTION OF AFFORDABLE TICKETS AND FREE TICKETS, IN ORDER TO MAKE THE BEST IN ORCHESTRAL MUSIC MORE ACCESSIBLE TO CHILDREN AND FAMILIES THROUGHOUT THE NEW YORK METROPOLITAN AREA, AND BEYOND. 214763 73950 PUBLIC SERVICE PROGRAMS L.O.S.'S MUSIC EDUCATION AND COMMUNITY ENGAGEMENT INITIATIVES INCLUDE: MUSICAL CONNECTIONS: THE SCHOOL PARTNERSHIP PROGRAM (MUSICAL CONNECTIONS), LIVE IN CONCERT!, AS WELL AS OTHER PROGRAMS. MUSICAL CONNECTIONS IS A MUSIC COMPOSITION RESIDENCY PROGRAM THAT PROVIDES MUSIC EDUCATION AND CONCERT EXPERIENCES FOR UNDERSERVED NEW YORK CITY PUBLIC SCHOOL STUDENTS IN GRADES PRE-K-5, AS WELL AS THEIR TEACHERS, FAMILIES, AND SCHOOL COMMUNITIES. THE PROGRAM CONSISTS OF: IN-SCHOOL RESIDENCY SESSIONS WITH AN L.O.S. EDUCATOR/TEACHING ARTIST THAT UTILIZE MUSIC COMPOSITION TO TEACH THE ELEMENTS OF MUSIC; ATTENDANCE AT L.O.S. KIDS WEEKDAY DRESS REHEARSALS AND PUBLIC SERVICE PERFORMANCES AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE TO CONNECT COMPOSITION TO LIVE ORCHESTRAL PERFORMANCES; WORKSHOPS WITH THE L.O.S. EDUCATION STAFF BEFORE AND AFTER EACH CONCERT HALL VISIT TO CONNECT THE IN-SCHOOL SESSIONS WITH WHAT HAPPENS IN THE CONCERT HALL; A SCHOOL-DAY CELEBRATION EVENT WHERE STUDENTS' COLLABORATIVE CLASS COMPOSITIONS ARE PERFORMED BY PROFESSIONAL MUSICIANS; PROFESSIONAL DEVELOPMENT AND PLANNING MEETINGS FOR CLASSROOM TEACHERS WITH L.O.S. EDUCATION STAFF; CURRICULUM MATERIALS FOR EACH CONCERT FOR CLASSROOM TEACHERS; A PROGRAM ORIENTATION INCLUDING COMPOSITION ACTIVITIES FOR FAMILIES OF PARTICIPATING STUDENTS LED BY L.O.S. EDUCATION STAFF; AND WEEKEND PERFORMANCE TICKETS FOR PARENTS, CAREGIVERS, AND STUDENTS TO ATTEND LIVE ORCHESTRAL PERFORMANCES TOGETHER. THE 2019-2020 PARTNER SCHOOLS WERE PS 122Q IN ASTORIA, QUEENS; PS 18X AND PS 54X IN THE BRONX; PS 56K IN BROOKLYN AND PS 125M IN HARLEM, MANHATTAN. A TOTAL OF 4,250 TEACHERS, STUDENTS AND PARENTS/CAREGIVERS PARTICIPATED IN MUSICAL CONNECTIONS. DUE TO THE ONSET OF THE COVID-19 PANDEMIC AT THE END OF THE 2019-2020 SCHOOL YEAR, CERTAIN PROGRAMS WERE HALTED EARLY AND/OR TRANSITIONED TO VIRTUAL AND SUPPLEMENTARY INSTRUCTION. LIVE IN CONCERT! IS AN L.O.S. COMMUNITY ENGAGEMENT PROGRAM THAT PROVIDES ACCESS TO MEMBERS OF THE NEW YORK CITY COMMUNITY TO ATTEND WEEKDAY OPEN DRESS REHEARSALS, PUBLIC SERVICE PERFORMANCES, AND WEEKEND PERFORMANCES OF THE L.O.S. KIDS SERIES, WITHOUT CHARGE. THIS PROGRAM PROVIDES OPPORTUNITIES FOR STUDENTS FROM UNDERSERVED PUBLIC SCHOOLS AND CHILDREN IN PUBLICLY-FUNDED DAY CARE CENTERS AND SOCIAL SERVICE AGENCIES, AS WELL AS THEIR FAMILIES, WHO WOULD OTHERWISE HAVE LITTLE OR NO CONTACT WITH CLASSICAL MUSIC. EDUCATIONAL RESOURCE MATERIALS ARE PROVIDED TO HELP PARENTS, TEACHERS AND PROGRAM LEADERS IN PREPARING AND ENHANCING THE CONCERT EXPERIENCE FOR THEIR STUDENTS AND CHILDREN. APPROXIMATELY 6,000 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2019-20. IN 2019-20, L.O.S. CONTINUED AND EXPANDED ITS AFTER-SCHOOL PROGRAMS TO SIX TOTAL SCHOOLS: PS122Q IN ASTORIA, PS96X AND PS54X IN THE CENTRAL BRONX, PS18X IN THE SOUTH BRONX, PS125M IN HARLEM, AND PS56K IN CLINTON HILL IN BROOKLYN, WITH SUPPORT FROM THE NEW YORK CITY COUNCIL'S CULTURAL AFTER-SCHOOL ADVENTURES (CASA) PROGRAM. THE TOTAL NUMBER OF PARTICIPANTS IN ALL L.O.S. AFTER SCHOOL PROGRAMS IN 2019-20 EQUALED 275. THESE PROGRAMS ARE BASED ON THE MUSICAL CONNECTIONS MODEL AND PROVIDE INTENSIVE AFTERSCHOOL LEARNING FOR STUDENTS IN KINDERGARTEN THROUGH GRADE 5 WHO MAY ALSO HAVE PARTICIPATED IN PRIOR YEARS IN THE SCHOOL DAY MUSICAL CONNECTIONS PROGRAM. IN ADDITION, WE CONTINUED OUR REACH BY OFFERING A PROGRAM SERIES AT A NYCHA PUBLIC HOUSING DEVELOPMENT, CONTINUED WITH PUBLIC LIBRARIES AND SENIOR CENTERS, AND PARTICIPATED IN EVENTS RANGING FROM NEW YORK CITY PARKS TO COMMUNITY STREET FAIRS IN VARIOUS LOCATIONS IN MANHATTAN, QUEENS, THE BRONX, AND BROOKLYN. FURTHER, WE CONTINUED OUR YEAR-ROUND SERIES OF 88 WORKSHOPS AT THE BROOKLYN CHILDREN'S MUSEUM IN CROWN HEIGHTS DURING THEIR FREE HOURS. BECAUSE OF THE ONSET OF THE COVID-19 PANDEMIC, THESE IN-PERSON WORKSHOPS WERE HALTED DUE TO SAFETY CONCERNS; L.O.S. TRANSITIONED TO VIRTUAL CONTENT IN THE FORM OF EDUCATIONAL/INTERACTIVE VIDEOS THROUGH OUR "MUSIC AT HOME" INITIATIVE, LOCATED ON OUR WEBSITE. IN 2019-20, THE TOTAL NUMBER OF PARTICIPANTS IN ALL L.O.S. PROGRAMS EQUALED 25,000. 69336 OTHER PROGRAM SERVICES EACH FISCAL YEAR, L.O.S. CREATES NEW CONCERT PROGRAMS FOR THE CURRENT SEASON AS WELL AS FOR SEVERAL FOLLOWING SEASONS. ADDITIONALLY, IT IS NECESSARY TO PLAN OUR MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS SEVERAL YEARS IN ADVANCE. OTHER PROGRAM SERVICES COVER BOTH PERSONNEL EXPENSES AND OTHER THAN PERSONNEL SERVICES (OTPS) FOR THESE PROGRAM ACTIVITIES. 879438 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X KIWI PARTNERS 2129719500 630 9TH AVENUE NO 807 NEW YORK NY 10036 SHARON HITE PRESIDENT 1.00 X X 0 0 0 GREGORY PARSONS TREASURER 1.00 X X 0 0 0 DR C CHRISTINE WHEELER SECRETARY 1.00 X X 0 0 0 DR EILEEN K CUTLER BOARD MEMBER 1.00 X 0 0 0 DR GARRETT T DESMAN BOARD MEMBER 1.00 X 0 0 0 ELLIOT FORREST BOARD MEMBER 1.00 X 0 0 0 KAREN SW FRIEDMAN BOARD MEMBER (AS OF JANUARY 2020) 1.00 X 0 0 0 SAMANTHA HITE BOARD MEMBER 1.00 X 0 0 0 MARY E KEEGAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM S OHLEMEYER ESQ BOARD MEMBER 1.00 X 0 0 0 CAROL D SCHAEFER BOARD MEMBER 1.00 X 0 0 0 JOAN RUDEL WEINREICH PHD BOARD MEMBER 1.00 X 0 0 0 GEORGE R YOUNG JR BOARD MEMBER 1.00 X 0 0 0 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 40.00 X 149335 0 0 149335 0 0 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 188433 1 12834 253967 535162 801963 BOX OFFICE RECEIPTS 711130 274064 274064 PERFORMANCE FEES 711130 73950 73950 HANDLING CHARGES 711130 32874 32874 380888 10 10 43716 12834 43716 0 MISCELLANEOUS 900099 4397 4397 4397 1187258 380888 0 4407 X 151154 75577 30231 45346 193265 140239 12092 40934 5954 5230 216 508 27043 23757 981 2305 68061 68061 42500 42500 152106 150706 1400 10603 10379 70 154 24023 20003 718 3302 178436 169047 2934 6455 2595 2520 39 36 1140 958 57 125 12871 10811 644 1416 ARTIST FEES 214217 214217 CONCERT PRODUCTION EXPE 33834 33834 OTHER OPERATING EXPENSE 14906 9110 3757 2039 GUEST ARTISTS 13050 13050 4973 4973 1150731 879438 119800 151493 130920 88783 23733 23351 69364 79550 22644 20329 11966 25141 21721 4560 3420 4428 4428 253334 234142 84890 96983 136706 46026 21000 43868 242596 186877 X -32974 19220 43712 28045 10738 47265 253334 234142 36527 0 X 0 1 X 1 0 X 1141794 897440 912104 834652 801963 4587953 284625 364713 371582 471048 380888 1872856 1426419 1262153 1283686 1305700 1182851 6460809 711985 443538 360188 327989 212190 2055890 0 711985 443538 360188 327989 212190 2055890 4404919 122 84 33 14 10 263 122 84 33 14 10 263 12231 493 4724 4273 4397 26118 1438772 1262730 1288443 1309987 1187258 6487190 0.67900 0.60910 0.00000 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1350 0 0 1 3150 0 0 4500 0 5700 2280 3420 14198 14198 0 5243 5243 0 3420 1207670 20412 20412 1187258 0 1187258 1171143 20412 20412 1150731 0 1150731 X X X X X X X 1 DONORLY 1460 BROADWAY NEW YORK NY 10036 FUNDRAISING CONSULTING 0 0 42500 -42500 42500 -42500 NY CONCERT & GALA DINNER 56550 12834 43716 19125 21810 2781 56550 12834 43716 19125 21810 2781 43716 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTING SERVICES RELATED TO FUNDRAISING ADVICE AND FUNDING STRATEGY FOR PROGRAMS. FORM 990, PART VI, SECTION A, LINE 2 SHARON HITE AND SAMANTHA HITE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR FORM 990 IS PROVIDED TO THE AUDITORS BY MANAGEMENT AND THE FINANCIAL CONSULTANT. THE EXECUTIVE DIRECTOR AND THE PRESIDENT AND TREASURER OF THE BOARD REVIEW THE FORM 990 AND ADVISE THE AUDITORS IF ANY CHANGES NEED TO BE MADE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY AND AT THAT TIME DISCLOSE ANY POTENTIAL CONFLICTS. THE LOS PRESIDENT AND TREASURER REVIEWS THESE FORMS. AT THE TIME OF HIRE, LOS STAFF MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM AND DISCLOSE ANY POTENTIAL CONFLICTS. THE EXECUTIVE DIRECTOR REVIEWS THESE FORMS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED EVERY OTHER YEAR BY THE PRESIDENT AND TREASURER OF THE BOARD. A REVIEW OF RECENT COMPARATIVE INFORMATION, INCLUDING VARIOUS COMPENSATION SURVEYS OF SIMILAR-SIZED NONPROFIT ORGANIZATIONS IN THE NY METROPOLITAN AREA, IS PERFORMED BEFORE DETERMINING AND APPROVING A REASONABLE AND COMPETITIVE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND ON OWN WEBSITE. FORM 990, PART IX, LINE 11G EDUCATION: PROGRAM SERVICE EXPENSES 92,606. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,606. MARKETING: PROGRAM SERVICE EXPENSES 28,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,500. PROGRAM: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. COMPUTER: PROGRAM SERVICE EXPENSES 5,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,400. TOTAL EXPENSES 7,000.