ORCHESTRA LUMOS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ORCHESTRA LUMOS INC (EIN 06-6100039)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-05
IRS object ID
201933399349300633
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-12-05T16:04:06-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 SUMMER STREET 5TH FLOOR EASTAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066100039EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STAMFORD SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTAMBusinessNameControlTxt
Phone2033251407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL JONESPersonNm
Person TitleCEO & PRESIDENTPersonTitleTxt
Phone2033251407PhoneNum
Signature2019-12-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543209PTIN
Phone2033232400PhoneNum
Preparation2019-12-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.51.112.58IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-05IPDt
IP Tm16:04:03IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9616F4B14A694591D1E716C270910E6FA5556DA3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRUSSELL JONESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,543,315GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STAMFORDSYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee128TotalEmployeeCnt
Total Volunteers29TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,060,310PYContributionsGrantsAmt
CY Contributions Grants$963,678CYContributionsGrantsAmt
PY Program Service Revenue$330,147PYProgramServiceRevenueAmt
CY Program Service Revenue$386,547CYProgramServiceRevenueAmt
PY Investment Income$77,298PYInvestmentIncomeAmt
CY Investment Income$85,566CYInvestmentIncomeAmt
PY Other Revenue$10,894PYOtherRevenueAmt
CY Other Revenue$43,631CYOtherRevenueAmt
PY Total Revenue$1,478,649PYTotalRevenueAmt
CY Total Revenue$1,479,422CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,015,085PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$902,673CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,615PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$10,220CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$116,715CYTotalFundraisingExpenseAmt
PY Other Expenses$456,939PYOtherExpensesAmt
CY Other Expenses$525,022CYOtherExpensesAmt
PY Total Expenses$1,473,639PYTotalExpensesAmt
CY Total Expenses$1,437,915CYTotalExpensesAmt
PY Revenues Less Expenses$5,010PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$41,507CYRevenuesLessExpensesAmt
Total Assets BOY$1,410,101TotalAssetsBOYAmt
Total Assets EOY$1,443,140TotalAssetsEOYAmt
Total Liabilities BOY$235,271TotalLiabilitiesBOYAmt
Total Liabilities EOY$207,817TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,174,830NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,235,323NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,111,750ExpenseAmt
Revenue$372,572RevenueAmt
DescTHE ORCHESTRA'S CORE PRESENTING SEASONTHE STAMFORD SYMPHONY OFFERS RESIDENTS OF STAMFORD AND THE WIDER FAIRFIELD COUNTY THE OPPORTUNITY TO EXPERIENCE WORLD-CLASS, LIVE, PROFESSIONAL ORCHESTRAL PERFORMANCES IN THEIR OWN COMMUNITY. TO ACHIEVE OUR MISSION, THE STAMFORD SYMPHONY PERFORMS REPERTORY FROM THE 17TH TO THE 21ST CENTURIES IN A VARIETY OF FORMATS AND VENUES AND UNDERTAKES EDUCATION AND COMMUNITY ACTIVITIES THROUGHOUT THE YEAR. THE STAMFORD SYMPHONY SERVES APPROXIMATELY 18,000 MEMBERS OF THE COMMUNITIES OF LOWER FAIRFIELD COUNTY ANNUALLY. THE POPULATION SERVED INCLUDES COMMUNITY MEMBERS OF ALL AGES AND ECONOMIC BACKGROUNDS, INCLUDING STUDENTS, SENIOR CITIZENS AND LOW AND MODERATE-INCOME FAMILIES AND INDIVIDUALS. THE SYMPHONY ALSO PARTNERS WITH, AND SUPPORTS, OTHER MEMBERS OF THE LOCAL NON-PROFIT COMMUNITY THROUGH COMPLIMENTARY TICKETS TO CLIENTS AND VOLUNTEERS, TICKET PURCHASE INCENTIVES AND DONATIONS OF TICKETS AND SUBSCRIPTIONS FOR AUCTIONS AND FUNDRAISING EVENTS.THE STAMFORD SYMPHONY PERFORMS 10 CLASSICAL SUBSCRIPTION CONCERTS AND OFFERS ADDITIONAL CONCERTS SUCH AS RECITALS BY WORLD-FAMOUS ARTISTS, MOSTLY RECENTLY, PIANIST STEPHEN HOUGH. PERFORMANCES IN OTHER VENUES INCLUDE HANDEL'S MESSIAH AT THE BASILICA OF ST. JOHN THE EVANGELIST AND CHAMBER MUSIC CONCERTS AT LOCAL COUNTRY CLUBS, HALF FULL BREWERY, AND STAMFORD TOWN CENTER MALL. MUSIC EDUCATION CONTINUES TO BE AN IMPORTANT PART OF OUR MISSION AND DURING THE YEAR WE SERVED OVER 5,000 STUDENTS. THE INSTITUTION CONTINUES THROUGH ITS TRANSITIONAL SITUATION FROM THE DEPARTURE OF MUSIC DIRECTOR EKART PREU AND CEO BARBARA SOROCA. ADDITIONALLY, THE SWITCH OF INCOME FROM CORPORATE SUPPORT TO INDIVIDUAL GIVING CONTINUES APACE AND WITH SOME STRESS TO THE FINANCIAL SITUATION.THE ARRIVAL OF RUSSELL JONES AS PRESIDENT AND CEO IN JANUARY 2018, HAS SEEN A SIGNIFICANT REFOCUS OF THE ORCHESTRA'S DELIVERY OF ITS MISSION. DURING 2018 A NUMBER OF NEW INITIATIVES WERE ESTABLISHED:- PRESENTATION OF A "POPS" CONCERT OSCAR GOES TO THE SYMPHONY AIMED AT NON-TRADITIONAL AUDIENCES- CREATION OF A FAMILYFRIENDLY HOLIDAY CONCERT JINGLE ALL THE WAY - APPOINTMENT OF A PART TIME AUDIENCE AMBASSADOR/VIDEOGRAPHER- CREATION OF A COMMITTEE OF MILLENNIALS TO INCREASE ATTENDANCE AND PARTICIPATION - A RE-IMAGINED GALA THAT SAW THE NET CONTRIBUTIONS MORE THAN DOUBLE ORCHESTRA CLASSICSTHE 2018/19 SEASON, SAW A SALUTE TO THE CENTENARY OF COMPOSER LEONARD BERNSTEIN, INCLUDING A PERFORMANCE OF HIS ICONIC SYMPHONIC DANCES FROM WEST SIDE STORY. OTHER PERFORMANCES INCLUDED VIVALDI FOUR SEASON, HANDEL, MESSIAH, GERSHWIN, PORGY AND BESS, MOZART, JUPITER SYMPHONY AND RACHMANINOFF, SYMPHONY NO. 2.JINGLE ALL THE WAY WITH STAMFORD SYMPHONY BRASSTHIS FAMILY-FRIENDLY, FUN EVENT INCLUDED SEASONAL WORKS, SING-A-LONG FAVORITES SUCH AS SLEIGH RIDE, DECK THE HALLS AND MORE. CELEBRATED AT THE FIRST CONGREGATIONAL CHURCH OF STAMFORD AND COORDINATED ON THE SAME DATE AS STAMFORD'S HEIGHTS & LIGHTS EXTRAVAGANZA, THE CONCERT FILLED A GAP IN THE ORCHESTRA'S PROGRAMMING. CHILDREN WERE ADMITTED FREE WITH A PAYING ADULT, AND TICKETS MODESTLY PRICED AT $35.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,392ExpenseAmt
Revenue$13,975RevenueAmt
DescCOMMUNITY ENGAGEMENT AND EDUCATION DURING THE YEAR, DR. JANEY CHOI WAS APPOINTED AS DIRECTOR OF COMMUNITY ENGAGEMENT AND EDUCATION. THIS ENABLED A REVIEW OF THE ROLE OF THE ORCHESTRA IN THE COMMUNITY AND TO EXPAND THE REMIT OF THIS POST. A "BIG TENT" MEETING HOSTED BY THE STAMFORD PUBLIC SCHOOLS SUPERINTENDENT, ATTENDED BY MUSICIANS, BOARD MEMBERS, FUNDERS, DONORS, TEACHERS AND OTHER STAMFORD YOUTH EDUCATION ORGANIZATIONS, PROVIDED A SOLID BASIS FOR THE CONSULTATION WORK THAT WAS REQUIRED TO ENSURE THAT THE SYMPHONY'S OFFERINGS DEMONSTRATED GENUINE ENGAGEMENT AND NOT MERELY OUTREACH. THE NEW MANAGER UNDERTOOK A THREE MONTH "LISTENING TOUR" LEARNING FROM, AND COMMUNICATING WITH, ALL THE ORGANIZATIONS THAT SERVE YOUNG PEOPLE AND THE LARGER COMMUNITY THROUGH ARTS AND CULTURE PROGRAMS. THE ORGANIZATION WISHES TO PAY SPECIAL ATTENTION TO THE DIVERSE DEMOGRAPHICS OF STAMFORD AND FAIRFIELD COUNTY. THE LACK OF A VISIBLE PRESENCE OF THE SYMPHONY WAS ADDRESSED, IN PART, BY EXPLORING NEW WAYS THE INSTITUTION MAY OFFER OPPORTUNITIES TO ENJOY ORCHESTRAL MUSIC, INCLUDING, BUT NOT LIMITED TO: A FREE SUMMER SERIES, "POP-UP" CONCERTS, PRO-AM REHEARSALS AND CONCERTS, SIDE-BY-SIDES, YOUTH ORCHESTRA COACHING, CHAMBER MUSIC SERIES, AND OPPORTUNITIES FOR RETIREES.SYMPHONY ON TAPIN ADDITION TO SUPPORTING ITS LOYAL CORE SUBSCRIBER AUDIENCE, THE STAMFORD SYMPHONY IS DETERMINED TO REACH OUT TO THOSE UNDER 40-YEAR OLD AUDIENCES WHICH HAVE YET, OR ARE UNLIKELY, TO ATTEND A FULL ORCHESTRAL CONCERT. A NEW PROGRAM HAS HELPED US TO ADDRESS SHIFTING DEMOGRAPHICS IS SYMPHONY ON TAP, CREATED TO BRING QUALITY MUSIC BY THE MUSICIANS OF THE ORCHESTRA IN A MORE USER-FRIENDLY LOCATION THAT WOULD APPEAL TO THIS DEMOGRAPHIC. THE FIRST EVENT WAS HELD AT THE HALF FULL BREWERY, STAMFORD, IN OCTOBER 2018 AND RECEIVED MEDIA COVERAGE FROM CHANNEL 12 AND THE STAMFORD ADVOCATE. TWO CLARINET PLAYERS FROM THE SYMPHONY PLAYED TWO THIRTY MINUTE SETS, INTERACTED AND ENGAGED WITH THE AUDIENCE ABOUT: THEIR INSTRUMENTS; THE RANGE OF MUSIC PLAYED; AND THE LIFE OF A PROFESSIONAL MUSICIAN. THE EVENT SOLD OUT, VENUE CAPACITY WAS 60, AND 20 WERE TURNED AWAY FOR LACK OF SPACE. THE EVENT WAS REPEATED IN DECEMBER AND AGAIN SOLD OUT. LINK UPPROGRAM CARNEGIE HALL'S WEILL MUSIC INSTITUTE (WMI)ALL STAMFORD PUBLIC SCHOOL THIRD GRADERS (APPROXIMATELY 1350 STUDENTS) PARTICIPATE IN A YEARLONG, HANDS-ON MUSIC CURRICULUM ABOUT ORCHESTRAL REPERTOIRE. CARNEGIE HALL'S WMI PROVIDES PROFESSIONAL DEVELOPMENT AND TEACHER GUIDEBOOKS. EXAMPLES OF CONCEPTS TAUGHT TO STUDENTS INCLUDE RHYTHM, MELODY, TEMPO, ORCHESTRATION AND COMPOSITION. TEACHERS GUIDE STUDENTS IN EXPLORING MUSIC THROUGH A COMPOSER'S LENS, WITH STUDENTS PARTICIPATING IN MUSIC-MAKING, PERFORMING REPERTOIRE ON A RECORDER, VOICE OR BODY PERCUSSION AS WELL AS CREATING MUSIC COMPOSITIONS INSPIRED BY ORCHESTRAL MUSIC THEY HAVE STUDIED.THE CULMINATION OF THE PROGRAM OVER THE YEAR CONCLUDED WITH A LIVE INTERACTIVE PERFORMANCE FEATURING THE STAMFORD SYMPHONY AND ALL THE 3RD GRADE STAMFORD PUBLIC SCHOOL STUDENTS. STUDENTS SING AND PLAY THE RECORDER ALONGSIDE THE SYMPHONY. THIS PERFORMANCE OFTEN SERVES AS A STUDENT'S FIRST CONCERT EXPERIENCE AND PROVIDES THEM WITH THE OPPORTUNITY TO APPLY THEIR LEARNING OF MUSICAL CONCEPTS.LINK UP'S NATIONAL PARTNERSHIP GREW OUT OF THE PROGRAM'S ONGOING WORK IN NEW YORK CITY'S SCHOOLS. THROUGH THIS PROGRAM, CARNEGIE HALL HAS ENGAGED HUNDREDS OF THOUSANDS OF STUDENTS IN MUSICAL LEARNING SINCE ITS INCEPTION IN 1985. THE STAMFORD SYMPHONY IS PLEASED TO BE ABLE TO BRING SUCH A HIGH QUALITY PROGRAM TO STAMFORD.ADVANCE THE ARTS/MUSIKIDS EVERY YEAR THROUGH ADVANCE THE ARTS, THE STAMFORD SYMPHONY PROVIDES PARENT TEACHER ORGANIZATIONS WITH VOUCHERS FOR TICKETS TO ITS SUNDAY ORCHESTRA CLASSICS CONCERTS. THE PTOS MAY SELL THE VOUCHERS, RETAINING THE PROCEEDS FOR THEIR SCHOOLS WHICH MUST BE USED BY THE SCHOOLS TO FUND ARTS EDUCATION PROGRAMS. FAMILIES WHO PURCHASE THE VOUCHERS CAN LOOK FORWARD TO A FABULOUS FAMILY OUTING, AT THE PALACE THEATRE, BEGINNING AT 2:00PM WITH MUSIKIDS AN INTERACTIVE PRE-CONCERT PROGRAM (DESIGNED FOR CHILDREN 7-12 YEARS OLD) AND THEN AT 3:00PM THEY EXPERIENCE AN EXCITING MUSICAL PERFORMANCE WITH THEIR FAMILIES AND CLASSMATES. ALL CHILDREN ATTENDING STAMFORD SYMPHONY CONCERTS ON SUNDAYS, ACCOMPANIED BY AN ADULT, COME FOR FREE.INSTRUMENT BOOTCAMPSIN THESE 2-HOUR, AFTER SCHOOL PROGRAMS, STUDENTS ARE PRESENTED WITH THE RARE OPPORTUNITY TO INTERACT WITH, AND LEARN FROM, A PROFESSIONAL ORCHESTRAL MUSICIAN. WE PLAN TO PRESENT FURTHER BOOTCAMPS THROUGHOUT THE COUNTY. THE CHOICE OF INSTRUMENT(S) FOR FUTURE BOOTCAMPS WOULD BE MADE IN CONSULTATION WITH SCHOOL MUSIC STAFF. MASTERCLASS AND HARTT SCHOOL FELLOWSTHE ORCHESTRA CONTINUED TO PROMOTE AN ANNUAL MASTERCLASS FOR ADVANCED STUDENTS AT THE HARTT SCHOOL OF MUSIC. LEEDS PIANO COMPETITION WINNER AND SYMPHONY SOLOIST, FEDERICO COLLI GAVE A MASTERCLASS FOR STUDENT PIANISTS. THE ORCHESTRA ALSO OFFERED TWO HARTT STUDENTS THE OPPORTUNITY TO REHEARSE AND PLAY THREE OF THE ORCHESTRA'S WEEKEND CONCERTS. THE FELLOWS WERE: YEEUN CHO, VIOLIN AND RAJAN KAPOOR, CELLO.BEHIND THE BATONBEHIND THE BATON PRE-CONCERT LECTURES CONTINUED, ONSTAGE, ONE HOUR PRIOR TO EACH ORCHESTRA CLASSICS CONCERT PERFORMANCE AT THE PALACE THEATRE. THE CONDUCTOR, GUEST SOLOISTS AND MEMBERS OF THE STAMFORD SYMPHONY PLAYED MUSICAL EXAMPLES, SHARED STORIES ABOUT THE COMPOSERS AND SET THE PROGRAM IN HISTORICAL CONTEXT.ANNUAL FUNDRAISING GALATHE ANNUAL GALA WAS REVAMPED COMPLETELY. IT WAS REMOVED FROM THE OPENING NIGHT SUBSCRIPTION CONCERT AND GIVEN A STAND-ALONE EVENING AT THE PALACE THEATRE. PIANIST CONRAD TAO GAVE A 40-MINUTE RECITAL, FOLLOWED BY DINNER ON STAGE FOR 200 PEOPLE. A LIVE AUCTION AND PADDLE RAISE WAS ADDED TO THE PROCEEDINGS AND IN TOTAL THE PROCEEDS FROM THE GALA WERE INCREASED THREE FOLD TO $180,000.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,123,142TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee128EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUSSELL JONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2033251407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALAN MCINTYRE
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
STEPHEN ALPERT
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
MICHAEL MAYONE
TREASURER1.00Yes (X)Yes (X)$0$0$0
PENNY YOUNG
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SAM ABERNETHY
BOARD MEMBER1.00Yes (X)$0$0$0
PETER ANKER
BOARD MEMBER THRU NOV. 20181.00Yes (X)$0$0$0
PHILIP FARESE
BOARD MEMBER1.00Yes (X)$0$0$0
DR AARON FLAGG
BOARD MEMBER1.00Yes (X)$0$0$0
JULIE H FORRESTER-ALEXANDRE
BOARD MEMBER1.00Yes (X)$0$0$0
TOMAS HAENDLER
BOARD MEMBER1.00Yes (X)$0$0$0
THOMAS HERBIG
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL JOHNSON
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN JOVE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL KOHN
BOARD MEMBER1.00Yes (X)$0$0$0
ANA KREACIC
BOARD MEMBER1.00Yes (X)$0$0$0
ERIC KUNG
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM LEACH
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA MANDEL
BOARD MEMBER1.00Yes (X)$0$0$0
KATHERINE MICHELE
BOARD MEMBER1.00Yes (X)$0$0$0
STEVEN C PARRISH
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL PULEO
BOARD MEMBER1.00Yes (X)$0$0$0
ARNOLD RUTKIN
BOARD MEMBER THRU JULY 20181.00Yes (X)$0$0$0
EMMANUEL SAOUNATSOS
BOARD MEMBER1.00Yes (X)$0$0$0
JOSEPH STEUERT
BOARD MEMBER THRU JULY 20181.00Yes (X)$0$0$0
NICHOLAS SMITH
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL SPINNER
BOARD MEMBER1.00Yes (X)$0$0$0
DALE TODARO
BOARD MEMBER1.00Yes (X)$0$0$0
THOMAS VELAZQUEZ
BOARD MEMBER1.00Yes (X)$0$0$0
HELENA YOON
BOARD MEMBER1.00Yes (X)$0$0$0
RUSSELL JONES
CEO & PRESIDENT40.00Yes (X)$150,000$0$3,000
BARBARA SOROCA
FORMER CEO & PRESIDENT0.00$258,980$0$341Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$408,980TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,341TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$104,385FundraisingAmt
Government Grants$46,726GovernmentGrantsAmt
All Other Contributions$812,567AllOtherContributionsAmt
Total Contributions$963,678TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUBSCRIPTIONS & BOX OF711130$351,649$351,649
CONTRACT PERFORMANCE F711130$18,248$18,248
PROGRAM BOOK711130$13,975$13,975
MUSIC STAND AND RELATE711130$2,675$2,675
FieldValueIRS element (for citing)
Total Program Service Revenue$386,547TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,909TotalRevenueColumnAmt
Exclusion$46,909ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$53,090SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,433SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$38,657SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,657TotalRevenueColumnAmt
Exclusion$38,657ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$92,466FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$104,385ContriRptFundraisingEventAmt
Fundraising Direct Expenses$49,460FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,006TotalRevenueColumnAmt
Exclusion$43,006ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$625TotalRevenueColumnAmt
Exclusion$625ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$625OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,479,422TotalRevenueColumnAmt
Related Or Exempt Func Income$386,547RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$129,197ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$158,100TotalAmt
Program Services$127,491ProgramServicesAmt
Management And General$14,330ManagementAndGeneralAmt
Fundraising$16,279FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$569,242TotalAmt
Program Services$459,033ProgramServicesAmt
Management And General$51,596ManagementAndGeneralAmt
Fundraising$58,613FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,978TotalAmt
Program Services$42,721ProgramServicesAmt
Management And General$4,802ManagementAndGeneralAmt
Fundraising$5,455FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,529TotalAmt
Program Services$36,714ProgramServicesAmt
Management And General$4,127ManagementAndGeneralAmt
Fundraising$4,688FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$76,824TotalAmt
Program Services$47,901ProgramServicesAmt
Management And General$22,807ManagementAndGeneralAmt
Fundraising$6,116FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,250TotalAmt
Management And General$2,250ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,800TotalAmt
Management And General$15,800ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$10,220TotalAmt
Fundraising$10,220FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$175,425TotalAmt
Program Services$142,487ProgramServicesAmt
Management And General$32,542ManagementAndGeneralAmt
Fundraising$396FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$44,078TotalAmt
Program Services$44,078ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$130,705TotalAmt
Program Services$116,326ProgramServicesAmt
Management And General$12,021ManagementAndGeneralAmt
Fundraising$2,358FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,301TotalAmt
Management And General$4,411ManagementAndGeneralAmt
Fundraising$1,890FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$3,175TotalAmt
Program Services$3,175ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$58,314TotalAmt
Program Services$43,943ProgramServicesAmt
Management And General$10,060ManagementAndGeneralAmt
Fundraising$4,311FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$39,241TotalAmt
Program Services$38,617ProgramServicesAmt
Management And General$437ManagementAndGeneralAmt
Fundraising$187FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,445TotalAmt
Management And General$3,445ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,562TotalAmt
Program Services$3,102ProgramServicesAmt
Management And General$1,460ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,189TotalAmt
Management And General$9,189ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISC OPERATING EXPENSES$21,778$11,744$5,876$4,158
CEO CANDIDATE SEARCH$5,596$3,022$1,511$1,063
GIFTS$2,645$1,428$714$503
EMPLOYEE REIMBURSEMENTS$2,518$1,360$680$478

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,437,915TotalAmt
Program Services$1,123,142ProgramServicesAmt
Management And General$198,058ManagementAndGeneralAmt
Fundraising$116,715FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,715BOYAmt
EOY$1,990EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$122,884BOYAmt
EOY$135,658EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,222BOYAmt
EOY$58,137EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,828BOYAmt
EOY$19,292EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$106,230LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,132LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,040BOYAmt
EOY$11,098EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,207,412BOYAmt
EOY$1,216,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,410,101BOYAmt
EOY$1,443,140EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,777BOYAmt
EOY$65,150EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$208,494BOYAmt
EOY$142,667EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$235,271BOYAmt
EOY$207,817EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$728,963BOYAmt
EOY$801,934EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$318,642BOYAmt
EOY$303,664EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$127,225BOYAmt
EOY$129,725EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,174,830BOYAmt
EOY$1,235,323EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,410,101BOYAmt
EOY$1,443,140EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$41,507ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,986NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$771,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$888,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$842,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,055,310CurrentTaxYearMinus1YearAmt
Current Tax Year$963,678CurrentTaxYearAmt
Total$4,521,446TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$771,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$888,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$842,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,055,310CurrentTaxYearMinus1YearAmt
Current Tax Year$963,678CurrentTaxYearAmt
Total$4,521,446TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$709,189SubstantialContributorsTotAmt
Public Support Total170$3,812,257PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,494CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,143CurrentTaxYearMinus1YearAmt
Current Tax Year$46,909CurrentTaxYearAmt
Total$313,891TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$7,521CurrentTaxYearMinus1YearAmt
Current Tax Year$43,006CurrentTaxYearAmt
Total$87,771TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,373CurrentTaxYearMinus1YearAmt
Current Tax Year$625CurrentTaxYearAmt
Total$6,313TotalAmt
FieldValueIRS element (for citing)
Total Support$4,929,421TotalSupportAmt
Gross Receipts Rltd Activities$1,977,402GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77340PublicSupportCY170Pct
Public Support PY1700.76610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2014 AMOUNT: $ 1,220. 2015 AMOUNT: $ 326. 2016 AMOUNT: $ 769. 2017 AMOUNT: $ 3,373. 2018 AMOUNT: $ 625.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$432,424BeginningYearBalanceAmt
Contributions$2,500ContributionsAmt
Investment Earnings Or Losses$40,608InvestmentEarningsOrLossesAmt
Other Expenditures$20,000OtherExpendituresAmt
End Year Balance$455,532EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$303,841BeginningYearBalanceAmt
Contributions$138,125ContributionsAmt
Investment Earnings Or Losses$10,458InvestmentEarningsOrLossesAmt
Other Expenditures$20,000OtherExpendituresAmt
End Year Balance$432,424EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,429BeginningYearBalanceAmt
Investment Earnings Or Losses$23,412InvestmentEarningsOrLossesAmt
Other Expenditures$20,000OtherExpendituresAmt
End Year Balance$303,841EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,429BeginningYearBalanceAmt
End Year Balance$300,429EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,429BeginningYearBalanceAmt
End Year Balance$300,429EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04860BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28480PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.66660TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,500OtherCostOrOtherBasisAmt
Depreciation$6,500DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,730OtherCostOrOtherBasisAmt
Depreciation$88,632DepreciationAmt
Book Value$11,098BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,098TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,575,861TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$23,986NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$72,453DonatedServicesAndUseFcltsAmt
Revenue Not Reported$96,439RevenueNotReportedAmt
Revenue Subtotal$1,479,422RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,479,422TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,515,368TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$72,453DonatedServicesUseFcltsAmt
Other Expenses Included$5,000OtherExpensesIncludedAmt
Expenses Not Reported$77,453ExpensesNotReportedAmt
Expenses Subtotal$1,437,915ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,437,915TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2016.
PART XII, LINE 2D - OTHER ADJUSTMENTS:WRITE-OFF OF UNCOLLECTIBLE PLEDGE 5,000.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$196,851GrossReceiptsEvent1Amt
Charitable Contri Event1$104,385CharitableContriEvent1Amt
Gross Revenue Event1$92,466GrossRevenueEvent1Amt
Rent Facility Costs Event1$11,834RentFacilityCostsEvent1Amt
Food And Beverage Event1$28,568FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,058OtherDirectExpensesEvent1Amt
Gross Receipts Total$196,851GrossReceiptsTotalAmt
Charitable Contributions Tot$104,385CharitableContributionsTotAmt
Gross Revenue Total Events$92,466GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,834RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$28,568FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,058OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$49,460DirectExpenseSummaryEventsAmt
Net Income Summary$43,006NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RUSSELL JONES
CEO & PRESIDENT$150,000$0$0$0$0$0$3,000$0$0$0$153,000$0$0$0
BARBARA SOROCA
FORMER CEO & PRESIDENT$6,961$0$0$0$252,019$0$0$0$341$0$259,321$0$252,019$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationBARBARA SOROCA, FORMER CEO & PRESIDENT OF THE STAMFORD SYMPHONY ORCHESTRA, INC., PARTICIPATED IN A 457(F) DEFERRED COMPENSATION PLAN IN THE CURRENT YEAR. BARBARA SOROCA RECEIVED A DISTRIBUTION OF $252,019 OF DEFERRED COMPENSATION IN CALENDAR YEAR 2018 AND THE AMOUNT IS REPORTED IN FORM 990, SCHEDULE J, PART II, LINE 1 (B)(III), OTHER REPORTABLE COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B1. 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 12CANY 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 15THE 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 19THE 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 11GCONCERT CONTRACTORS: PROGRAM SERVICE EXPENSES 16,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,201. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 23,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,400. GUEST CONDUCTORS: PROGRAM SERVICE EXPENSES 40,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,500. OTHER PRODUCTION PERSONNEL: PROGRAM SERVICE EXPENSES 46,697. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,697. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,289. MANAGEMENT AND GENERAL EXPENSES 32,542. FUNDRAISING EXPENSES 396. TOTAL EXPENSES 47,227. RECORDING ENGINEERS: PROGRAM SERVICE EXPENSES 1,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,400.
FORM 990, PART XI, LINE 9:WRITE-OFF OF UNCOLLECTIBLE PLEDGE -5,000.
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.

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