2020-12-09T16:01:02-06:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2019-07-01 066100039 THE STAMFORD SYMPHONY ORCHESTRA INC STAM 2033251407 263 TRESSER BLVD STAMFORD CT 06901 RUSSELL JONES CEO & PRESIDENT 2033251407 2020-12-09 1 GARRETT M HIGGINS P00543209 2033232400 2020-12-09 2019 2022-09-23 18:48:47Z RUSSELL JONES 263 TRESSER BLVD STAMFORD CT 06901 1498284 0 X WWW.STAMFORDSYMPHONY.ORG X 1977 CT THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. 26 26 135 29 0 0 963678 1166490 386547 249556 85566 23659 43631 7059 1479422 1446764 0 0 0 0 902673 794711 10220 144750 235355 525022 501165 1437915 1440626 41507 6138 1443140 1629097 207817 386833 1235323 1242264 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. 0 0 977223 240906 THE ORCHESTRA'S CORE PRESENTING SEASONSTAMFORD SYMPHONY PERFORMS 10 CLASSICAL SUBSCRIPTION CONCERTS EACH SEASON AT STAMFORD'S PALACE THEATRE AND OFFERS ADDITIONAL RECITALS AND CHAMBER MUSIC PERFORMANCES IN COMMUNITY VENUES INCLUDING ST. JOHN'S EPISCOPAL CHURCH, THE STAMFORD MUSEUM AND NATURE CENTER, AND STAMFORD LIBRARY. MICHAEL STERN, THE SYMPHONY'S MUSIC DIRECTOR DESIGNATE FOR THE 2019-20 SEASON, CONDUCTED THE OPENING WEEKEND CONCERTS FEATURING WORLD-RENOWNED PIANIST STEPHEN HOUGH, AND RETURNED IN FEBRUARY FOR THE BEETHOVEN 250 CELEBRATION WITH ACCLAIMED VIOLINIST PAMELA FRANK. OTHER PERFORMANCES INCLUDED AN ADDITIONAL WEEKEND OF CONCERTS AT THE PALACE THEATRE FEATURING SPANISH GUITAR AND A HOLIDAY CONCERT BY THE STAMFORD SYMPHONY BRASS, THE SEASON ALSO FEATURED A GALA CONCERT IN SEPTEMBER WHICH PAID TRIBUTE TO THE LATE LEGENDARY COMPOSER MARVIN HAMLISCH AND RAISED $250,000.STAMFORD SYMPHONY ALSO CONTINUED ITS POPULAR PERFORMANCE SERIES, SYMPHONY ON TAP, DESIGNED TO ENGAGE COMMUNITY MEMBERS UNDER THE AGE OF 40 WHO DO NOT HAVE A REGULAR HABIT OF CLASSICAL MUSIC CONCERT-GOING. HELD AT HALF FULL BREWERY IN STAMFORD, THE EVENTS FEATURE MEMBERS OF THE ORCHESTRA IN A MORE CASUAL AND INTIMATE SETTING THAN THE CONCERT HALL, PERFORMING AND ENGAGING THE AUDIENCE WITH DISCUSSIONS ABOUT THEIR INSTRUMENTS, THE MUSIC THEY WERE PLAYING, AND THEIR LIVES AS PROFESSIONAL MUSICIANS. DUE TO THE RESTRICTIONS FORCED BY THE COVID-19 PANDEMIC, STAMFORD SYMPHONY WAS FORCED TO CANCEL ALL LIVE PROGRAMMING STARTING IN MID-MARCH, INCLUDING FOUR ORCHESTRAL CONCERTS AND A CHAMBER MUSIC PERFORMANCE. IN RESPONSE, THE SYMPHONY'S STAFF AND MUSICIANS IMMEDIATELY BEGAN WORK ON A NEW ONLINE PLATFORM, STAMFORD SYMPHONY CHANNEL, WHICH HAS PROVIDED FREE ACCESS TO EXCEPTIONAL PERFORMANCES, LECTURES AND INTERVIEWS, EDUCATION RESOURCES, AND MORE. MEMBERS OF THE ORCHESTRA WERE INSTRUMENTAL IN DONATING HOURS OF CONTENT TO THE CHANNEL. A HIGHLIGHT WAS A VIRTUAL PERFORMANCE OF "AMAZING GRACE" WHICH WAS DEDICATED TO HEALTHCARE WORKERS IN FAIRFIELD COUNTY WHO HAVE BEEN ARE ON THE FRONT LINES OF THE PUBLIC HEALTH CRISIS. 38769 8650 COMMUNITY ENGAGEMENT AND EDUCATION STAMFORD SYMPHONY 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, AND FREE CONCERTS IN COMMUNITY VENUES ENABLE US TO REACH A BROAD AND DIVERSE CROSS-SECTION OF FAIRFIELD COUNTY RESIDENTS.REFLECTING THIS COMMITMENT, WE CREATED THE NEW PART-TIME POSITION OF DIRECTOR OF EDUCATION AND COMMUNITY ENGAGEMENT, AND HIRED DR. JANEY CHOI, A TALENTED MUSICIAN AND TEACHING ARTIST AT THE NEW YORK PHILHARMONIC, TO HELP US DETERMINE HOW WE CAN HAVE AN EVEN BROADER IMPACT BY ENGAGING AUTHENTICALLY WITH THE COMMUNITY AND CREATING NEW AND INSPIRING OPPORTUNITIES FOR AUDIENCES OF ALL AGES. COMMUNITY EDUCATION AND COMMUNITY ACTIVITIES INCLUDED:LINK UP, A PARTNERSHIP WITH CARNEGIE HALL'S WEILL MUSIC INSTITUTE: LINK UP WAS DELIVERED TO ALL FOURTH GRADERS IN STAMFORD PUBLIC SCHOOLSAPPROXIMATELY 1,350 STUDENTS. USING A CURRICULUM BASED ON THE THEME "THE ORCHESTRA MOVES," STUDENTS LEARNED HOW COMPOSERS CREATE MUSICAL MOVEMENT USING MOTIFS, MELODIC DIRECTION, STEPS AND LEAPS, DYNAMICS, AND ORCHESTRATION. SCHOOL MUSIC TEACHERS, SUPPORTED BY CARNEGIE HALL'S PROFESSIONAL DEVELOPMENT RESOURCES AND SYMPHONY STAFF, GUIDED STUDENTS THROUGH THE CURRICULUM AND HELPED THEM EXPLORE ORCHESTRAL REPERTOIRE INCLUDING BEETHOVEN'S SYMPHONY NO. 5, STRAUSS'S THE BLUE DANUBE, THE "TOREADOR SONG" FROM CARMEN, AND MENDELSSOHN'S "NOCTURNE" FROM A MIDSUMMER NIGHT'S DREAM. STUDENTS ALSO PARTICIPATED ACTIVELY BY LEARNING TO PLAY THE RECORDER AND ENJOYED CLASSROOM VISITS FROM STAMFORD SYMPHONY MUSICIANS WHO GAVE INSTRUMENT DEMONSTRATIONS AND PERFORMED REPERTOIRE THE STUDENTS WERE LEARNING.THE HIGHLIGHT OF THE PROGRAM WAS A LIVE INTERACTIVE PERFORMANCE PRESENTED AT WESTHILL HIGH SCHOOL FEATURING MEMBERS OF THE STAMFORD SYMPHONY. AS ALWAYS, THIS WAS AN EXCITING DAY FOR STUDENTS AS THEY GOT TO SING AND PLAY THE RECORDER ALONGSIDE THE SYMPHONY. FOR MANY STUDENTS, IT WAS THEIR FIRST CONCERT EXPERIENCE AND SERVED AS A FUN AND INFORMATIVE INTRODUCTION TO CLASSICAL MUSIC AND CONCERT GOING. INSTRUMENT BOOTCAMPSIN THESE 90 MINUTE AFTER SCHOOL PROGRAMS, STUDENTS ARE PRESENTED WITH THE RARE OPPORTUNITY TO INTERACT WITH AND LEARN FROM A PROFESSIONAL MUSICIAN FROM THE STAMFORD SYMPHONY. EACH BOOTCAMP INCLUDES INSTRUCTION ON INSTRUMENTAL TECHNIQUE, ONE-ON-ONE COACHING, DEMONSTRATIONS, AND A CHANCE FOR STUDENTS TO PLAY TOGETHER WITH THE INSTRUCTOR. PRIOR TO THE COVID-19 SHUTDOWN, INSTRUMENT BOOTCAMPS WERE HELD AT PARTNER SCHOOLS, IN PARTNERSHIP WITH BRIDGEPORT KEYS PROGRAM (KIDS EMPOWERED BY YOUR SUPPORT), YOUNG ARTISTS PHILHARMONIC IN GREENWICH, AND INTEMPO IN STAMFORD. BOOTCAMPS HAVE PROVEN TO BE INSPIRATIONAL AS WELL AS INSTRUCTIONAL, AS STUDENTS HAVE A CHANCE TO TALK WITH A PROFESSIONAL MUSICIAN ABOUT THEIR OWN STUDENT DAYS, THEIR CAREER PATH AND LIFE AS A MUSICIAN. MUSIKIDSMUSIKIDS OFFERS AN INTERACTIVE EXPERIENCE FOR CHILDREN AGES 5 TO 12 AS PART OF THE SYMPHONY'S SUNDAY AFTERNOON CONCERT SERIES AT PALACE THEATRE. CHILDREN ARE INVITED TO COME ONE HOUR EARLY (AT 2:00 PM) TO ENJOY A FUN AND INFORMATIVE PRE-CONCERT PROGRAM LED BY A TALENTED AND ENTHUSIASTIC TEACHING ARTIST, WHO PREVIEWS THAT AFTERNOON'S CONCERT AND INTRODUCED RELEVANT MUSICAL CONCEPTS. CHILDREN ALSO HAVE OPPORTUNITIES TO MEET THE CONDUCTOR AND SOLOIST FOR EACH CONCERT AND ASK QUESTIONS ABOUT THE CONCERT AND THEIR ROLES. FOR EACH CONCERT, CHILDREN RECEIVE THEIR OWN MUSIKIDS PROGRAM BOOK, DESIGNED ESPECIALLY FOR OUR YOUNGER AUDIENCE MEMBERS, WHICH INCLUDES THE CONCERT PROGRAM INFORMATION, ARTICLES WRITTEN BY OUR MUSICIANS, CONCERT ETIQUETTE TIPS, AND MUSICAL GAMES AND PUZZLES. ALL CHILDREN ACCOMPANIED BY AN ADULT ARE THEN WELCOMED TO ATTEND THE 3:00 P.M. CONCERT FOR FREE. DURING THE 2019-20 SEASON, MUSIKIDS PROGRAMS WERE PRESENTED PRIOR TO THE SIX CONCERTS PRESENTED AT THE PALACE THEATRE BEFORE THE COVID-19 SHUTDOWN, IN OCTOBER, NOVEMBER, AND FEBRUARY. ADVANCE THE ARTS EVERY YEAR THROUGH ADVANCE THE ARTS, THE STAMFORD SYMPHONY PROVIDES PARENT TEACHER ORGANIZATIONS WITH FREE VOUCHERS FOR TICKETS TO ITS SUNDAY AFTERNOON CONCERT SERIES AT PALACE THEATRE. THE PTOS MAY SELL THE VOUCHERS, RETAINING THE PROCEEDS FOR THEIR SCHOOLS TO SUPPORT ARTS EDUCATION PROGRAMS. FAMILIES WHO PURCHASE THE VOUCHERS ENJOY A FABULOUS COMMUNITY OUTING AT THE SYMPHONY, BEGINNING WITH THE 2:00 PM MUSIKIDS PROGRAM FOLLOWED AT 3:00 PM BY AN EXCITING MUSICAL PERFORMANCE BY THE FULL ORCHESTRA. DURING THE 201920 SEASON, 200 VOUCHERS WERE DISTRIBUTED TO LOCAL SCHOOLS. BEHIND THE BATONONE HOUR PRIOR TO EACH ORCHESTRAL PROGRAM AT PALACE THEATRE, THE SYMPHONY PRESENTED A PRE-CONCERT TALK FREE FOR ALL TICKET HOLDERS. THE PROGRAM'S CONDUCTOR, GUEST SOLOISTS, MEMBERS OF THE ORCHESTRA PLAYED MUSICAL EXAMPLES, SHARED INFORMATION AND THE COMPOSERS AND THE WORKS TO BE PERFORMED, SET THE PROGRAM IN HISTORICAL CONTEXT, AND ANSWERED QUESTIONS FROM PARTICIPANTS. DESIGNED FOR BOTH NEWCOMERS TO THE SYMPHONY AND REGULAR ATTENDEES, BEHIND THE BATON HELPS INCREASE THE AUDIENCES' UNDERSTANDING AND ENJOYMENT OF THE CONCERT.COMMUNITY PARTNERSHIPSSTAMFORD SYMPHONY COLLABORATES WITH OTHER ORGANIZATIONS WHICH OFFER MUSIC EDUCATION PROGRAMS, PARTICULARLY WITH THOSE WORKING WITH STUDENTS FROM UNDERSERVED COMMUNITIES. CURRENT PARTNER ORGANIZATIONS INCLUDE PROJECT MUSIC, A FREE AFTER-SCHOOL MUSIC EDUCATION PROGRAM FOR STUDENTS IN STAMFORD; INTEMPO, WHICH OFFERS A WELCOMING SPACE FOR MULTILINGUAL MUSIC EDUCATION, CULTURAL EXCHANGES, AND CULTURAL EXPRESSION; AND THE YOUNG ARTISTS PHILHARMONIC IN GREENWICH. THROUGH THESE PARTNERSHIPS, STAMFORD SYMPHONY OFFERS OPPORTUNITIES FOR INSTRUCTION, COACHING, AND MENTORSHIP WITH ORCHESTRA MUSICIANS. 1015992 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RUSSELL JONES 2033251407 263 TRESSER BLVD STAMFORD CT 06901 RUSSELL JONES CEO & PRESIDENT 40.00 X 157500 0 3150 ALAN MCINTYRE CHAIRMAN 1.00 X X 0 0 0 STEPHEN ALPERT VICE CHAIRMAN 1.00 X X 0 0 0 MICHAEL MAYONE TREASURER 1.00 X X 0 0 0 PENNY YOUNG SECRETARY 1.00 X X 0 0 0 SAM ABERNETHY BOARD MEMBER 1.00 X 0 0 0 PHILIP FARESE BOARD MEMBER 1.00 X 0 0 0 DR AARON FLAGG BOARD MEMBER 1.00 X 0 0 0 JULIE H FORRESTER-ALEXANDRE BOARD MEMBER 1.00 X 0 0 0 TOMAS HAENDLER BOARD MEMBER 1.00 X 0 0 0 THOMAS HERBIG BOARD MEMBER 1.00 X 0 0 0 DANIEL JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN JOVE BOARD MEMBER 1.00 X 0 0 0 DANIEL KOHN BOARD MEMBER 1.00 X 0 0 0 ANA KREACIC BOARD MEMBER 1.00 X 0 0 0 ERIC KUNG BOARD MEMBER 1.00 X 0 0 0 WILLIAM LEACH BOARD MEMBER 1.00 X 0 0 0 LINDA MANDEL BOARD MEMBER 1.00 X 0 0 0 KATHERINE MICHELE BOARD MEMBER 1.00 X 0 0 0 STEVEN C PARRISH BOARD MEMBER 1.00 X 0 0 0 MICHAEL PULEO BOARD MEMBER 1.00 X 0 0 0 MARILYN PUDER-YORK BOARD MEMBER 1.00 X 0 0 0 EMMANUEL SAOUNATSOS BOARD MEMBER 1.00 X 0 0 0 NICHOLAS SMITH BOARD MEMBER 1.00 X 0 0 0 CAROL SPINNER BOARD MEMBER 1.00 X 0 0 0 DALE TODARO BOARD MEMBER 1.00 X 0 0 0 HELENA YOON BOARD MEMBER 1.00 X 0 0 0 157500 0 3150 1 0 1 0 0 120900 42819 1002771 1166490 SUBSCRIPTIONS & BOX OF 711130 237707 237707 PROGRAM BOOK 711130 8650 8650 MUSIC STAND AND RELATE 711130 2699 2699 CONTRACT PERFORMANCE F 711130 500 500 249556 23659 23659 57104 120900 51520 5584 5584 OTHER INCOME 900099 1475 1475 1475 1446764 249556 0 30718 X 163200 141290 14607 7303 477209 413143 42711 21355 42012 36372 3760 1880 43841 37955 3924 1962 68449 44715 6548 17186 15000 15000 144750 144750 181354 118981 37774 24599 66753 66753 119309 103034 12992 3283 6582 4607 1975 244 244 45469 30415 10538 4516 10430 9958 330 142 6016 6016 5989 4073 1916 7406 7406 MISC OPERATING EXPENSES 15139 8156 4067 2916 CEO CANDIDATE SEARCH 9911 7830 2081 EMPLOYEE REIMBURSEMENTS 9900 8811 1089 GIFTS 1663 903 442 318 1440626 1015992 189279 235355 1990 44379 135658 197314 58137 69783 19292 24081 121230 101121 11098 20109 1216965 1273431 1443140 1629097 65150 79092 142667 156841 0 150900 207817 386833 X 801934 825687 433389 416577 1235323 1242264 1443140 1629097 X 6138 2048 2 -1247 X X 0 1 X 1 0 X 888114 842524 1055310 962431 1166490 4914869 888114 842524 1055310 962431 1166490 4914869 722544 4192325 52494 94478 47143 46909 23659 264683 3364 7521 43006 5584 59475 326 769 3373 625 1475 6568 5245595 1786770 0.79920 0.77340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 326. 2016 AMOUNT: $ 769. 2017 AMOUNT: $ 3,373. 2018 AMOUNT: $ 625. 2019 AMOUNT: $ 1,475. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455532 6336 20000 441868 432424 2500 40608 20000 455532 303841 138125 10458 20000 432424 300429 23412 20000 303841 300429 300429 0.05720 0.29360 0.64920 0 0 6500 6500 0 114730 94621 20109 0 20109 SBA LOAN PAYABLE 150900 150900 X 1523074 2048 74262 76310 1446764 0 1446764 1516135 74262 1247 75509 1440626 0 1440626 PART V, LINE 4: THE SYMPHONY'S ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. PART X, LINE 2: THE SYMPHONY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SYMPHONY IS NOT SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2017. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDGE 1,247. X X X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN PLANNING SERVICES 0 0 120000 -120000 NANCY KINGSTON 2 SALISBURY POINT 1E NYACK NY 10960 GRANT WRITER 0 0 24750 -24750 144750 -144750 CT GALA 178004 120900 57104 40833 1597 708 8382 178004 120900 57104 40833 1597 708 8382 51520 5584 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CCS SERVICE FEE IS PAYABLE IN MONTHLY INSTALLMENTS OF $20,000 DUE ON THE 15TH OF EVERY MONTH. THE OBLIGATION OF STAMFORD SYMPHONY TO PAY THESE PROFESSIONAL FEES IS NOT DEPENDENT ON THE AMOUNT OF FUNDS RAISED; FEES ARE FOR SERVICES DESCRIBED IN THE AGREEMENT. STAMFORD SYMPHONY SHALL ALSO PAY CCS'S OUT-OF-POCKET EXPENDITURES ACTUALLY AND REASONABLY INCURRED BY CCS IN THE PERFORMANCE OF SERVICES AS SPECIFIED IN THE AGREEMENT. ADDITIONAL SERVICE DAYS WILL BE BILLED AT A DAILY RATE OF $1,500 PER CCS DIRECTOR IF SERVICES ARE DELAYED FOR REASONS NOT CAUSED BY CCS. X X 0 0 0 0 0 0 0 1 0 RUSSELL JONES CEO & PRESIDENT 152500 0 5000 0 0 0 3150 0 0 0 160650 0 0 0 PART I, LINE 7 RUSSELL JONES, CEO & PRESIDENT, RECEIVED A DISCRETIONARY BONUS OF $5,000 INCLUDED IN HIS 2019 W-2. FORM 990, PART VI, SECTION B, LINE 11B 1. 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 CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. 2. AFTER THE AUDIT COMMITTEE'S 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. FORM 990, PART VI, SECTION B, 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 BOARD'S DECISION AND THE BASIS FOR THEIR DETERMINATION IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S 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/CEO'S PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEO'S 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/CEO'S 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.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. FORM 990, PART IX, LINE 11G CONCERT CONTRACTORS: PROGRAM SERVICE EXPENSES 51,868. MANAGEMENT AND GENERAL EXPENSES 36,899. FUNDRAISING EXPENSES 24,599. TOTAL EXPENSES 113,366. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 33,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,900. OTHER PRODUCTION PERSONNEL: PROGRAM SERVICE EXPENSES 29,713. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,713. MARKETING SERVICES: PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 875. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,375. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGE -1,247. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE 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.