2020-07-07T09:25:36-05:00 2019-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2018-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 630 9TH AVENUE NO 807 NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2020-06-23 1 LAUREN CRESCI P01268493 2126972299 38.142.140.186 2020-06-23 15:56:38 ED P 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D A75ECF90F4EA679C298DF903E96775B34A8C9CB0 2018 2021-01-29 14:40:06Z THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 630 9TH AVENUE NO 807 NEW YORK NY 10036 1350119 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 15 14 0 0 912104 834652 369732 471048 33 14 5314 4273 1287183 1309987 0 0 0 0 381325 413944 63955 52375 168079 812961 818837 1258241 1285156 28942 24831 293162 253334 307255 242596 -14093 10738 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 671351 326786 FAMILY CONCERTSIN 2018-19 THE LITTLE ORCHESTRA SOCIETY/ORPHEON, INC. (LOS) PERFORMED THE FOURTH SEASON OF THE HIGHLY SUCCESSFUL LOS KIDS CONCERT SERIES FOR CHILDREN AGES 3-10. EACH CONCERT FOCUSED ON ONE OR TWO COMPOSERS. IN ITS FOURTH SEASON LOS KIDS FEATURED FOUR PROGRAMS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, BRINGING SCOTT JOPLIN & DUKE ELLINGTON, ROBERT AND CLARA SCHUMANN, ROSSINI, AND BEETHOVEN 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 EACH PROGRAM WEEKEND). JOPLIN/ELLINGTON, OCTOBER 20-21, 2018; ROBERT AND CLARA SCHUMANN, DECEMBER 15-16, 2018; ROSSINI, FEBRUARY 2-3, 2019 AND BEETHOVEN, APRIL 6-7, 2019. THE JOPLIN/ELLINGTON PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE MAPLE LEAF RAG, TREEMONISHA, AND TAKE THE A TRAIN. THE ROBERT AND CLARA SCHUMANN PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE SPRING SYMPHONY AND PIANO CONCERTOS BY BOTH ROBERT AND CLARA. AJ SMITH CREATED AN ANIMATION FOR LOS TO USE THAT EXPLAINED HOW A MUSICAL SCORE WORKED. THE ROSSINI PROGRAM INCLUDED EXCERPTS FROM THE WILLIAM TELL OVERTURE AND A RETELLING OF THE BARBER OF SEVILLE. THE BEETHOVEN PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING SYMPHONY NO.5, THE LEONORA OVERTURE AND THE MOONLIGHT SONATA. 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 LOS MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. YOUNG SOLOISTS JOINED OUR PROFESSIONAL ORCHESTRA BOTH THE SCHUMANN AND BEETHOVEN PROGRAMS. THE LOS KIDS SEASON INCLUDED FOUR OPEN DRESS REHEARSALS, FOUR PUBLIC SERVICE PERFORMANCES, AND 20 FAMILY PERFORMANCES. TOTAL ATTENDANCE FOR THESE PROGRAMS WAS 17,500 AND 35% OF THE AUDIENCE ATTENDED FREE AS THEY WOULD OTHERWISE NOT HAVE BEEN ABLE TO AFFORD THE TICKETS.LOS MUSIC DIRECTOR JAMES JUDD CREATED ALL OF THE PROGRAMS IN PARTNERSHIP WITH LOS STAFF AND OUR CREATIVE TEAM AND CONDUCTED THE ROSSINI PROGRAM; DAVID ALAN MILLER, MUSIC DIRECTOR OF THE ALBANY SYMPHONY WAS OUR GUEST CONDUCTOR FOR THE JOPLIN/ELLINGTON AND BEETHOVEN PROGRAMS; AND JOSEPH YOUNG, GUEST CONDUCTED THE ROBERT AND CLARA SCHUMANN PROGRAM. EACH OF THESE NEW LOS 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 LOS PERFORMANCES. ASSISTANT CONDUCTOR JANE KIM CONDUCTED ALL OF THE PUBLIC SERVICE 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. LOS SLIGHTLY INCREASED ITS TICKET PRICES FOR PRIME SEATS BUT MAINTAINED THE PRICE OF AFFORDABLE TICKETS FOR THE ENTIRE 2018-19 SEASON IN ORDER TO MAKE THE BEST IN ORCHESTRAL MUSIC MORE ACCESSIBLE TO CHILDREN AND FAMILIES THROUGHOUT THE NEW YORK METROPOLITAN AREA, AND BEYOND. 264826 144262 PUBLIC SERVICE PROGRAMS LOS'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 LOS EDUCATOR/TEACHING ARTIST THAT UTILIZE MUSIC COMPOSITION TO TEACH THE ELEMENTS OF MUSIC; ATTENDANCE AT LOS 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 LOS 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 LOS EDUCATION STAFF; CURRICULUM MATERIALS FOR EACH CONCERT FOR CLASSROOM TEACHERS; A PROGRAM ORIENTATION INCLUDING COMPOSITION ACTIVITIES FOR FAMILIES OF PARTICIPATING STUDENTS LED BY LOS EDUCATION STAFF; AND WEEKEND PERFORMANCE TICKETS FOR PARENTS, CAREGIVERS, AND STUDENTS TO ATTEND LIVE ORCHESTRAL PERFORMANCES TOGETHER. THE 2018-2019 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 4,121 TEACHERS, STUDENTS AND PARENTS/CAREGIVERS PARTICIPATED IN MUSICAL CONNECTIONS.LIVE IN CONCERT! IS AN LOS 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 LOS 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. A TOTAL OF 2004 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2018-19. IN 2018-19 LOS CONTINUED ITS THREE AFTER-SCHOOL PROGRAMS AT PS 122Q IN ASTORIA, PS 96X IN THE CENTRAL BRONX, AND PS 56K 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 LOS AFTER SCHOOL PROGRAMS IN 2018-19 EQUALED 225. 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 BROADENED OUR REACH BY OFFERING A PROGRAM SERIES AT A PUBLIC HOUSING FACILITY, AND 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, IN 2018-19, WE CONTINUED OUR YEAR-LONG SERIES OF 72 WORKSHOPS AT THE BROOKLYN CHILDREN'S MUSEUM IN CROWN HEIGHTS DURING THEIR FREE HOURS.IN SEPTEMBER OF 2018 LOS WAS INVITED TO PRESENT OUR COMMISSIONED PRODUCTION OF STRAVINSKY'S FIREBIRD FOR THE OPENING GALA PERFORMANCE OF THE PABLO CENTER , A NEW PERFORMING ARTS CENTER IN EAU CLAIRE, WISCONSIN. WE REMOUNTED THE PRODUCTION WITH OUR CREATIVE TEAM AND PUPPETEERS IN NEW YORK CITY AND TRAVELLED TO EAU CLAIRE TO PERFORM WITH A LOCAL COMMUNITY ORCHESTRA. IT WAS A HUGE SUCCESS RECEIVING A STANDING OVATION FROM THE AUDIENCE. IN 2018-19, THE TOTAL NUMBER OF PARTICIPANTS IN ALL LOS PROGRAMS EQUALED 25,000. 53649 OTHER PROGRAM SERVICES EACH FISCAL YEAR, LOS 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. 989826 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 52 0 1 15 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 0 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 SHARON VOLCKHAUSEN SECRETARY 1.00 X X 0 0 0 JUDITH ANN CONK BOARD MEMBER (THROUGH JULY 2018) 1.00 X 0 0 0 WILLIAM CRAIG III CHAIR EMERITUS (THROUGH DECEMBER 2018) 1.00 X 0 0 0 DR EILEEN K CUTLER BOARD MEMBER 1.00 X 0 0 0 GARRETT T DESMAN BOARD MEMBER 1.00 X 0 0 0 ELLIOT FORREST BOARD MEMBER (AS OF JUNE 2019) 1.00 X 0 0 0 MARY E KEEGAN BOARD MEMBER (AS OF JUNE 2019) 1.00 X 0 0 0 SAMANTHA HITE 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 WEINREICH PHD BOARD MEMBER 1.00 X 0 0 0 DR C CHRISTINE WHEELER BOARD MEMBER 1.00 X 0 0 0 GEORGE R YOUNG JR BOARD MEMBER (AS OF JUNE 2019) 1.00 X 0 0 0 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 40.00 X 149381 0 0 149381 0 0 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 197617 1 56156 194805 583691 834652 BOX OFFICE RECEIPTS 711130 298071 298071 PERFORMANCE FEES 711130 144262 144262 HANDLING CHARGES 711130 28715 28715 471048 14 14 40132 56156 40132 0 MISCELLANEOUS 900099 4273 4273 4273 1309987 471048 0 4287 X 150000 75000 30000 45000 225359 166347 12006 47006 8461 7963 498 30124 28351 1773 71656 71656 52375 52375 175314 173774 1540 13171 12672 32 467 33937 27030 1511 5396 176233 163569 6927 5737 8927 8862 23 42 1857 1560 93 204 9320 7949 428 943 UNRELATED BUSINESS INCO 2890 2890 ARTIST FEES 243604 242110 0 1494 CONCERT PRODUCTION EXPE 33428 33428 0 0 GUEST ARTISTS 27340 27340 0 0 21160 13871 1685 5604 1285156 989826 127251 168079 65666 130920 24373 23733 93171 69364 48856 0 20837 20329 25141 20581 6417 4560 33842 4428 293162 253334 124487 84890 157768 136706 25000 21000 307255 242596 X -60194 -32974 46101 43712 -14093 10738 293162 253334 24831 0 X 0 1 X 1 0 X 1473629 1141794 897440 912104 834652 5259619 632332 284625 364713 371582 471048 2124300 2105961 1426419 1262153 1283686 1305700 7383919 1022365 711985 443538 360188 327989 2866065 0 1022365 711985 443538 360188 327989 2866065 4517854 11243 122 84 33 14 11496 11243 122 84 33 14 11496 12231 493 4724 4273 21721 2117204 1438772 1262730 1288443 1309987 7417136 0.60910 0.57240 0.00150 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1800 0 0 1 4200 0 0 6000 0 5700 1140 4560 14198 14198 0 5243 5243 0 4560 1427484 117497 117497 1309987 0 1309987 1402653 117497 117497 1285156 0 1285156 X X X X X X X 1 DONORLY 1460 BROADWAY NEW YORK NY 10036 FUNDRAISING CONSULTING 0 0 52375 -52375 52375 -52375 NY CONCERT & GALA DINNER 96288 56156 40132 27950 248 9282 2652 96288 56156 40132 27950 248 9282 2652 40132 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 15 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 125,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,831. MARKETING: PROGRAM SERVICE EXPENSES 32,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,750. PROGRAM: PROGRAM SERVICE EXPENSES 6,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,658. OTHER: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. COMPUTER: PROGRAM SERVICE EXPENSES 6,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,540. TOTAL EXPENSES 8,075.