2019-05-09T15:44:09-05:00 2018-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2017-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 630 9TH AVENUE NO 807 NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2019-05-03 1 LAUREN CRESCI P01268493 2126972299 38.142.140.186 2019-05-03 12:11:29 ED P 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D C6B84DD1F518B96753207BD5099AA33ACBC10C80 2017 2019-02-21 02:37:17Z X THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 630 9TH AVENUE NO 807 NEW YORK NY 10036 1334080 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. 12 12 15 12 0 3619 897440 912104 364713 369732 84 33 493 5314 1262730 1287183 0 0 0 0 493358 381325 0 63955 219731 853613 812961 1346971 1258241 -84241 28942 254736 293162 297771 307255 -43035 -14093 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 617620 292482 FAMILY CONCERTSIN 2017-18, THE LITTLE ORCHESTRA SOCIETY/ORPHEON, INC. (LOS) PERFORMED THE THIRD SEASON OF THE HIGHLY SUCCESSFUL LOS KIDS, A CONCERT SERIES FOR CHILDREN AGES 3-10. EACH CONCERT FOCUSED ON ONE COMPOSER. IN ITS THIRD SEASON LOS KIDS FEATURED FOUR PROGRAMS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, BRINGING SAINT-SAENS, J.S. BACH, PROKOFIEV, AND COPLAND 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 TWO PERFORMANCES EACH DAY): SAINT-SAENS, OCTOBER 28-29, 2017; J.S. BACH, DECEMBER 16-17, 2017; PROKOFIEV, FEBRUARY 3-4, 2018 AND COPLAND, MARCH 3-4, 2018. THE SAINT-SAENS PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE RONDO CAPRICCIOSO, DANSE MACABRE AND CARNIVAL OF THE ANIMALS WITH SPECIAL GUESTS PUPPET KITCHEN PRODUCTIONS WHO CREATED A SPECIAL COMMISSIONED PUPPET PRODUCTION FOR THIS PROGRAM. THE J.S. BACH PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE BRANDENBURG CONCERTOS, THE COFFEE CANTATA AND TOCCATA & FUGUE IN D MINOR. OUR COLLEAGUES AT THE CATHEDRAL OF ST. JOHN THE DIVINE CREATED A VIDEO FOR US EXPLAINING HOW AN ORGAN WORKS AND THEN THE ORGANIST PERFORMED THE BACH TOCCATA & FUGUE WHICH WE VIDEOTAPED TO PLAY DURING THE PERFORMANCE. THE PROKOFIEV PROGRAM INCLUDED EXCERPTS FROM LT. KIJE SUITE AND PETER & THE WOLF. A YOUNG MEMBER OF THE AUDIENCE JOINED THE PROFESSOR ONSTAGE TO HELP TELL THE STORY OF PETER & THE WOLF. THE COPLAND PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING RODEO, FANFARE FOR THE COMMON MAN AND APPALACHIAN SPRING. 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. THE LOS KIDS SEASON INCLUDED FOUR OPEN DRESS REHEARSALS, FOUR PUBLIC SERVICE PERFORMANCES, AND 16 FAMILY PERFORMANCES. TOTAL ATTENDANCE FOR THESE PROGRAMS WAS 15,000 AND MORE THAN 40% 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 BACH, PROKOFIEV AND COPLAND PROGRAMS; DAVID ALAN MILLER, MUSIC DIRECTOR OF THE ALBANY SYMPHONY WAS OUR GUEST CONDUCTOR FOR THE SAINT-SAENS 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.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 MAINTAINED ITS TICKET PRICES FOR THE ENTIRE 2017-18 SEASON IN ORDER TO MAKE THE BEST IN ORCHESTRAL MUSIC MORE ACCESSIBLE TO CHILDREN AND FAMILIES THROUGHOUT THE NEW YORK METROPOLITAN AREA, AND BEYOND. 224351 77250 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 2017-2018 PARTNER SCHOOLS WERE PS 122Q IN ASTORIA, QUEENS; PS 1X AND PS 54X IN THE BRONX; PS 56K IN BROOKLYN AND PS 125M IN HARLEM, MANHATTAN. A TOTAL OF 3,172 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 1,850 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2017-2018. IN 2017-18, 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 2017-2018 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 AND BROOKLYN. FURTHER, IN 2017-18, WE CONTINUED OUR YEAR-LONG SERIES OF 72 WORKSHOPS AT THE BROOKLYN CHILDREN'S MUSEUM IN CROWN HEIGHTS DURING THEIR FREE HOURS.IN 2017-18, THE TOTAL NUMBER OF PARTICIPANTS IN ALL LOS PROGRAMS EQUALED 25,000. 90746 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. 932717 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 42 0 1 15 1 1 1 0 0 0 0 1 1 0 0 0 0 X 12 12 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 1.00 X 0 0 0 WILLIAM CRAIG III CHAIR EMERITUS 1.00 X 0 0 0 DR EILEEN K CUTLER BOARD MEMBER 1.00 X 0 0 0 GARRETT T DESMAN BOARD MEMBER (AS OF 6/6/18) 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 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 40.00 X 148873 0 1127 148873 0 1127 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 151406 1 136918 172750 602436 912104 BOX OFFICE RECEIPTS 711130 266517 266517 PERFORMANCE FEES 711130 77250 77250 HANDLING CHARGES 711130 25965 25965 369732 33 33 45637 136918 45637 0 1850 1260 590 590 MISCELLANEOUS 900099 4724 4724 4724 1287183 369732 0 5347 X 150000 75000 30000 45000 191535 118905 9981 62649 11549 10145 428 976 28241 24806 1048 2387 65096 10119 44858 10119 63955 63955 145047 141584 1000 2463 9229 9154 75 33938 26963 1152 5823 244915 223321 6749 14845 3173 2738 76 359 1840 1546 92 202 9261 7759 486 1016 ARTIST FEES 201390 201240 0 150 CONCERT PRODUCTION EXPE 52369 52369 0 0 OTHER OPERATING EXPENSE 24738 8218 9923 6597 GUEST ARTISTS 18850 18850 0 0 3115 3115 1258241 932717 105793 219731 36028 65666 90370 24373 52309 93171 48856 44058 20837 25141 18724 2557 6417 29414 33842 254736 293162 110199 124487 153572 157768 34000 25000 297771 307255 X -63660 -60194 20625 46101 -43035 -14093 254736 293162 28942 0 X 0 1 X 1 0 X 1596117 1473629 1141794 897440 912104 6021084 670527 632332 284625 364713 371582 2323779 2266644 2105961 1426419 1262153 1283686 8344863 1000531 1022365 711985 443538 360188 3538607 0 1000531 1022365 711985 443538 360188 3538607 4806256 21298 11243 122 84 33 32780 21298 11243 122 84 33 32780 2001 12231 493 4724 19449 2289943 2117204 1438772 1262730 1288443 8397092 0.57240 0.56890 0.00390 0.00560 X 0 0 0 0 0 0 1 6000 0 0 6000 0 5700 5700 14198 13481 717 5243 5243 0 6417 SECURITY DEPOSIT 33842 33842 1404282 117099 117099 1287183 0 1287183 1375340 117099 117099 1258241 0 1258241 X X X X X X X 1 SGN CONSULTING 5 MEADE LANE CHAPPAQUA NY 10514 FUNDRAISING CONSULTING 0 0 30000 -30000 DONORLY 1460 BROADWAY NEW YORK NY 10036 FUNDRAISING CONSULTING 0 0 33955 -33955 63955 -63955 NY CONCERT & GALA DINNER 182555 136918 45637 30649 13743 1245 182555 136918 45637 30649 13743 1245 45637 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTING SERVICES REALTED 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 96,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 175. TOTAL EXPENSES 97,088. MARKETING: PROGRAM SERVICE EXPENSES 30,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,090. PROGRAM: PROGRAM SERVICE EXPENSES 4,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. OTHER: PROGRAM SERVICE EXPENSES 2,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,100. COMPUTER: PROGRAM SERVICE EXPENSES 8,481. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 2,288. TOTAL EXPENSES 11,769.