NEW WORLD SYMPHONY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NEW WORLD SYMPHONY INC (EIN 59-2809056)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-07
- IRS object ID
- 201823419349300012
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-07T10:53:15-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE SUITE 1100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592809056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New World Symphony Inc | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID PHILLIPS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID PHILLIPS | InCareOfNm |
| Business Name Control | NEWW | BusinessNameControlTxt |
| Phone | 3054286700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PHILLIPS | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Phone | 3056733330 | PhoneNum |
| Signature | 2018-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael H Novak | PreparerPersonNm |
| PTIN | P01074800 | PTIN |
| Phone | 3059959600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 60323320183415000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-12-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 61EB38E51F105C1391561C5FC99B006B3C8F3F95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 61EB38E51F105C1391561C5FC99B006B3C8F3F95 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,133,688 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nws.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE NEW WORLD SYMPHONY, AMERICA'S ONLY FULL-TIME ORCHESTRAL ACADEMY, PREPARES GIFTED GRADUATES OF PRESTIGIOUS MUSIC PROGRAMS FOR SUCCESSFUL CAREERS IN ORCHESTRAS AND ENSEMBLES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | -$847,105 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$847,105 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,310,362 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,034,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,638,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,709,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,964,873 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,929,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$702,806 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,183,874 | CYOtherRevenueAmt |
| PY Total Revenue | $19,210,650 | PYTotalRevenueAmt |
| CY Total Revenue | $14,489,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,547,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,525,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,764,321 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,279,306 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,997,766 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,614,757 | PYOtherExpensesAmt |
| CY Other Expenses | $17,780,743 | CYOtherExpensesAmt |
| PY Total Expenses | $19,927,063 | PYTotalExpensesAmt |
| CY Total Expenses | $20,585,302 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$716,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,096,117 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $261,719,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,976,273 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,344,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,956,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $237,374,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $235,019,736 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NEW WORLD SYMPHONY IS TO PREPARE GIFTED GRADUATES OF DISTINGUISHED MUSIC PROGRAMS FOR LEADERSHIP ROLES IN ORCHESTRAS AND ENSEMBLES THROUGHOUT THE WORLD. THE NEW WORLD SYMPHONY, AMERICAS ORCHESTRAL ACADEMY (NWS), OFFERS A THREE-YEAR POSTGRADUATE FELLOWSHIP PROGRAM FOCUSING ON MUSICAL TECHNIQUE, PERFORMANCE, AUDIENCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT. FOUNDED IN 1987 BY MICHAEL TILSON THOMAS AND TED ARISON, NWS SEEKS TO EXPAND ITS 87 FELLOWS MUSICAL AND PROFESSIONAL HORIZONS BEYOND TRADITIONAL CONSERVATORY TRAINING. VISITING FACULTY OFFER MASTER CLASSES, COACHING, PRIVATE LESSONS, AND ADVANCED SEMINARS IN AUDITION TRAINING, PERFORMANCE PSYCHOLOGY, COMMUNICATIONS, AND COMMUNITY ENGAGEMENT. IN ADDITION, NWS FELLOWS PERFORM WEEKLY CONCERTS, PLAYING A DIVERSE REPERTOIRE IN AN ARRAY OF PERFORMANCE FORMATS. NWS ENVISIONS A STRONG AND SECURE FUTURE FOR CLASSICAL MUSIC, SEEKING TO REDEFINE, REAFFIRM, AND SHARE ITS TRADITIONS WITH AS MANY PEOPLE AS POSSIBLE. NWS CAMPUS, NEW | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,715,446 | ExpenseAmt |
| Grant | $1,525,253 | GrantAmt |
| Revenue | $1,709,271 | RevenueAmt |
| Desc | The Fellowship Program - Fellowship activities are structured under the areas of Orchestral Performance and Musicianship, Community and Audience Engagement, Leadership Development and Wellness. Each year, more than 150 visiting artists and coaches work with NWS Fellows, offering master classes and private lessons as well as instruction in audition preparation, performance psychology, communications, and community engagement. Instrumental coaches help prepare performance repertoire, lead sectional rehearsals, coach within ensemble settings, and play side-by-side with NWS Fellows in rehearsals and performances. Fellows learn how to connect with audience members in the concert hall and in the community. NWS leadership development curriculum prepares Fellows to be self confident, influential "artist-leaders" in whatever professional endeavors they pursue. Leveraging the Internet2 network-a highspeed, next generation Internet-NWS Fellows also conduct and receive lessons, master classes, interviews, and rehearsals with musicians, composers, and performers around the world. Fellows participate in approximately 65 classical music presentations throughout a 35-week season, with most performances taking place at the New World Center in Miami Beach. Concert repertoire includes solo, chamber ensemble, and full orchestra works ranging from centuries-old compositions to world premiere commissions. Programming includes an orchestra subscription series; chamber music concerts; childrens concerts; late-night "club-style" concerts; and a contemporary music series. The result of a multi-tiered training approach is an ever-growing cadre of NWS Fellows and alumni equipped with a deeper understanding of diverse styles and traditions within classical music; the ability to articulate this in their playing; and the skill to share their deeper understanding with audiences and with the next generation of musicians. Since NWS' founding, more than 1,100 alumni have gone on to make a difference in communities and organizations worldwide. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,562,822 | ExpenseAmt |
| Desc | Audience Research and Development - NWS has linked several alternate performance formats to ongoing audience research. Confronted with an economic downturn, an aging audience, and more than a generation of potential audiences with limited exposure to classical music, orchestras nationwide have tested alternative ways to attract new audiences. This effort is essential for orchestras artistic and fiscal health. NWS alternate performance formats include the following: *Pulse Concerts: late-night concerts featured visually enhanced performances in the concert hall and an "unplugged" performance interspersed with a set of DJ-spun electronica. Cocktail bars inside the hall, club-style lighting, and video projections mark these cutting-edge musical, social, and dance events. *WALLCAST Concerts: the live projection of select NWS concerts onto the 7,000 sq. ft. front faade of New World Center. These free, high-definition broadcasts are viewed by local residents and tourists gathered in adjacent SoundScape Park. Each of these monthly outdoor presentations attracts an average of 2,000 attendees. *New Audience Fellow Initiative: NWS offers its Fellows several opportunities to create musical interactions with audiences inside the concert hall and in the community. These Fellow-driven concerts and events are collectively referred to as the New Audience Fellow Initiative. These experiences empower Fellows to make decisions, with staff support, regarding artistic content, target audiences, program design and marketing strategy, and project budgets. The planning and execution of these concerts and events guides Fellows professional development. The cycle of data gathering, content refinement, marketing redesign, and performance is ongoing. As part of this process, audiences are surveyed for their reactions to the alternate formats; this dialogue gives them a voice in the creative process and helps deepen their relationship to the Fellows, the music, and NWS. Results to date show promise. Alternate format concerts have allowed symphony orchestras and classical music presenters to take informed risks in their audience growth initiatives. NWS Artistic Director Michael Tilson Thomas, NWS Fellows, and the institutions collaborating artists continue to reimagine the concert experience using video, lighting, and theatrical enhancements. These explorations intrigue audiences and deepen their understanding of the music; they also provide Fellows with new perspectives that will inform their careers as they build on these models. NWS is a leader in using digital technology to enhance classical music performance and education, both in the concert hall and online. NWS is the lead partner and curator of MUSAIC, an online video library of master classes, orchestral excerpts, how-to lessons, interviews, and performances. This free repository serves classical music students, professionals, and aficionados. Fellows benefit from its use as well while also creating content for the site. NWS maintains partnerships with nine major music schools around the world, all of which regularly contribute content to the site. During the opening session of their 2013 conference, League of American Orchestras President and CEO Jesse Rosen noted, "The New World Symphony is one of our beacons for taking innovation to the next level. They have not only been testing new concert formats, but they have been adjusting as they go-getting audience input, evaluating the results, and collaborating with [partner orchestras in] San Diego, Charlotte, Memphis, Detroit, and Kansas City to extend the tests outward." NWS considers its work a major step forward in bringing new ideas and research-based findings to the orchestra world. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $152,624 | ExpenseAmt |
| Desc | Community Engagement - Community engagement is an important part of the NWS mission. The 21st-century musician needs a set of non-music skills in addition to exceptional musical technique. NWS community engagement programs are learning experiences for the Fellows and for our partners in the South Florida community, across the U.S., and internationally. The broad array of musical and educational offerings provides families, students, teachers, and adults of all ages opportunities to learn and to experience classical music. NWS Community Engagement activities include the following: *NWS in the Schools and Community: Fellows visit area schools to make 45-minute interactive and thematic musical presentations aimed at helping students discover and become excited about classical music. NWS Fellows also play in various other community venues, including hospitals, hospices, and senior centers. *Inside the Music: This series of free, hour-long presentations at New World Center allows NWS Fellows to provide an intimate and interactive view into the world of classical music and symphony musicians. Topics range from music appreciation to the historic contexts of composers and more, and audience members are encouraged to participate by asking questions and taking part in post-presentation discussions. *Rehearsal Observations: Local groups are invited to attend orchestra rehearsals with internationally renowned conductors and soloists. Prior to rehearsals, participants meet with Fellows to learn about both the musical pieces and the instruments. Participating organizations include K-12 schools, universities, and adult learning centers. *Education Concerts: These daytime concerts are designed to introduce schoolchildren to the concert-going experience, major orchestral works, and famous composers. NWS provides free transportation for all attendees, and teachers receive a study guide to heighten the educational impact of the performance. A post-produced broadcast of the concerts is made available online for students in schools around the country. *Side-by-Side Concert: This program offers advanced young instrumentalists in grades 7 through 12 an opportunity to perform alongside NWS Fellows in concert. Through this experience, participants and Fellows develop a musical working relationship as together they rehearse and perform various orchestral works. Auditions are open to advanced string, woodwind, brass, and percussion students from across South Florida. *MusicLab: MusicLab is a community mentorship program that brings NWS Fellows into youth music programs to work with local students. Each year, 150 young musicians from partner schools and organizations receive lessons coaching from Fellows in one-on-one and group coaching sessions on a bi-monthly basis throughout the schoolyear. At the end of the season, MusicLab students showcase their talent to their peers, families, and members of the community in a concert performance at the New World Center. *NWS Connect: This online program enables purposeful discussions and interactions between aspiring young instrumentalists with mentorship from NWS Fellows. Students can find information about and participate in online events such as Virtual Hangouts (opportunities to converse in real-time with NWS Fellows through online platforms), webcasts, and in-person events at New World Center. Fellows also conduct online residencies with student music ensembles around in Atlanta and Nashville via Skype and Internet2. NWS community engagement programs prepare Fellows for leadership roles as educators, communicators, and role models; introduce children to classical music and the concert-going experience; and foster lasting and meaning relationships between Fellows and the community. Through these programs, NWS annually offers approximately 12, 500 South Florida children, youth, and adults the opportunity to learn about and experience classical music every year. Through specialized training and application of skills in practice, Fellows develop engagement techniques to interact with diverse community members of all ages. Fellows carry the skill and enthusiasm generated by their involvement while at NWS into their future professional positions in communities around the world. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,831,486 | ExpenseAmt |
| Desc | Supporting Activities to Programs | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,831,486 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $15,262,378 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PHILLIPS | PersonNm |
| Phone | 3054286751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Edward Manno Shumsky | |||||||||
| CHAIRPERSON | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Adam Carlin | |||||||||
| Vice Chairperson | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mario de Armas | |||||||||
| VC/TREASURER/CHAIR OF FIN COMM | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Moss | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sari Agatston | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tracey Robertson Carter | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheldon T Anderson | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Madeleine Arison | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah S Arison | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ira M Birns | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Olga Blavatnik | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Katherine Bormann | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tanya Capriles de Brillembourg | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew W Buttrick | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce E Clinton | |||||||||
| CHAIR OF FACILITIES COMMITTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Judith Rodin | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Kingdon | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Howard Frank | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John J Geraghty | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rose Ellen Greene | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matt Haggman | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harry M Hersh | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Neisen O Kasdin | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gerald Katcher | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Kleh | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard L Kohan | |||||||||
| Chair of investment Committee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Enrique Lerner | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Lieberman | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William L Morrison | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| L Michael Orlove | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William M Osborne III | |||||||||
| Chair of Development Committee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen L Owens | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia M Papper | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolina Pina | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane S Sepler | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Wurtman | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Howard Herring | |||||||||
| PRESIDENT/CEO | 60.0 | 0.0 | Yes (X) | $239,795 | $0 | $13,509 | |||
| David Phillips | |||||||||
| EVP & CFO | 60.0 | 0.0 | Yes (X) | $232,875 | $0 | $18,074 | |||
| John Kieser | |||||||||
| EVP & PROVOST | 60.0 | 0.0 | $233,810 | $0 | $18,027 | Yes (X) | |||
| Douglas Merilatt | |||||||||
| EVP OF ARTISTIC PLAN. & PROG. | 60.0 | 0.0 | $186,271 | $0 | $16,047 | Yes (X) | |||
| Maureen O'Brien | |||||||||
| SVP FOR DEVELOPMENT | 60.0 | 0.0 | $153,750 | $0 | $14,531 | Yes (X) | |||
| Paul Woehrle | |||||||||
| VP FOR DEVELOPMENT | 60.0 | 0.0 | $138,780 | $0 | $13,839 | Yes (X) | |||
| Humberto Ortega | |||||||||
| AVP of Accounting and HR | 60.0 | 0.0 | $115,000 | $0 | $14,542 | Yes (X) | |||
| William C Hall | |||||||||
| VP COMMUNICATIONS | 60.0 | 0.0 | $114,536 | $0 | $12,468 | Yes (X) | |||
| Michelle Kucharczyk | |||||||||
| VP OF BUSINESS DEVELOPMENT | 60.0 | 0.0 | $108,150 | $0 | $12,450 | Yes (X) | |||
| Todd Heustess | |||||||||
| A VP DEVELOPMENT | 60.0 | 0.0 | $107,426 | $0 | $12,277 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,630,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Askonas Holt | ||||||||||
| 25 CLANCERY LANE | LONDON | 0 | UK | W14 ONS | Artist Services | $691,646 | ||||
| JEZET SEATING | ||||||||||
| SIBERIESTRAAT 10 3900 | OVERPELT | 0 | BE | SEATING SYSTEM | $473,699 | |||||
| Thierry's Catering | ||||||||||
| Catering | $433,244 | 915 NW 72nd Street | MIAMI | FL | 33150 | |||||
| Opus 3 Artists LLC | ||||||||||
| Artist Services | $232,500 | 470 Park Avenue South 9th Floor | NEW YORK | NY | 10016 | |||||
| AJS Solutions Company | ||||||||||
| Cleaning | $169,823 | 231 174th Street Suite 407 | SUNNY ISLES BEACH | FL | 33160 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $3,003,370 | FundraisingAmt |
| Government Grants | $2,104,359 | GovernmentGrantsAmt |
| All Other Contributions | $4,926,553 | AllOtherContributionsAmt |
| Total Contributions | $10,034,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT REVENUES | 711110 | $1,523,508 | $1,523,508 |
| APPLICATION FEES | 611600 | $45,280 | $45,280 |
| BOX OFFICE POSTAGE AND HANDLING | 561000 | $56,708 | $56,708 |
| NEW WORLD CENTER TOURS | 711110 | $6,105 | $6,105 |
| OTHER | 711110 | $77,670 | $77,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,709,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,840,738 | TotalRevenueColumnAmt |
| Exclusion | $1,840,738 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,178,007 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,025,112 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$847,105 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$847,105 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$847,105 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,162,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,976 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,088,768 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,088,768 | TotalRevenueColumnAmt |
| Exclusion | $2,088,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $170,543 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,003,370 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $545,415 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$374,872 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $38,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,103 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,103 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,489,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,747,374 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$847,105 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,929,506 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,253 | TotalAmt |
| Program Services | $1,525,253 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,306 | TotalAmt |
| Program Services | $538,589 | ProgramServicesAmt |
| Management And General | $335,384 | ManagementAndGeneralAmt |
| Fundraising | $405,333 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,050 | TotalAmt |
| Management And General | $24,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,211 | TotalAmt |
| Program Services | $27,461 | ProgramServicesAmt |
| Management And General | $45,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,346 | TotalAmt |
| Program Services | $334,346 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,185 | TotalAmt |
| Program Services | $322,185 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,756 | TotalAmt |
| Fundraising | $581,756 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,300 | TotalAmt |
| Program Services | $2,985 | ProgramServicesAmt |
| Management And General | $157,794 | ManagementAndGeneralAmt |
| Fundraising | $5,521 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,573 | TotalAmt |
| Program Services | $266,573 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,293 | TotalAmt |
| Program Services | $75,293 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,825 | TotalAmt |
| Program Services | $1,313,474 | ProgramServicesAmt |
| Management And General | $48,351 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,678 | TotalAmt |
| Program Services | $181,773 | ProgramServicesAmt |
| Management And General | $8,875 | ManagementAndGeneralAmt |
| Fundraising | $13,030 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,158 | TotalAmt |
| Program Services | $19,098 | ProgramServicesAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,374 | TotalAmt |
| Management And General | $333,374 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,449,635 | TotalAmt |
| Program Services | $4,449,635 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,279 | TotalAmt |
| Program Services | $6,208 | ProgramServicesAmt |
| Management And General | $144,071 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LEASED EMPLOYEES | $6,410,466 | $3,730,436 | $892,057 | $1,787,973 |
| CONDUCTORS/SOLOIST/COACHES | $1,344,752 | $1,344,752 | ||
| ARTISTIC PROGRAMMING GENERAL | $554,318 | $554,318 | ||
| OTHER FELLOW COST | $41,621 | $41,621 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,923 | TotalAmt |
| Program Services | $528,378 | ProgramServicesAmt |
| Management And General | $335,392 | ManagementAndGeneralAmt |
| Fundraising | $204,153 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,585,302 | TotalAmt |
| Program Services | $15,262,378 | ProgramServicesAmt |
| Management And General | $2,325,158 | ManagementAndGeneralAmt |
| Fundraising | $2,997,766 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,889 | BOYAmt |
| EOY | $13,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,448 | BOYAmt |
| EOY | $7,343 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,665,265 | BOYAmt |
| EOY | $4,106,868 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,799 | BOYAmt |
| EOY | $87,287 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,852 | BOYAmt |
| EOY | $1,104,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $192,937,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,083,666 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,663,284 | BOYAmt |
| EOY | $149,853,892 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,962,829 | BOYAmt |
| EOY | $79,086,469 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,047,877 | BOYAmt |
| EOY | $24,716,481 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,111 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,851 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,719,205 | BOYAmt |
| EOY | $258,976,273 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,008 | BOYAmt |
| EOY | $1,384,768 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,175 | BOYAmt |
| EOY | $731,769 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,589,226 | BOYAmt |
| EOY | $21,840,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,344,409 | BOYAmt |
| EOY | $23,956,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,831,681 | BOYAmt |
| EOY | $125,862,535 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,962,507 | BOYAmt |
| EOY | $28,277,056 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,580,608 | BOYAmt |
| EOY | $80,880,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,374,796 | BOYAmt |
| EOY | $235,019,736 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,719,205 | BOYAmt |
| EOY | $258,976,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,096,117 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,741,057 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $0 | TotalSupportAmt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $400,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,256,197 | BeginningYearBalanceAmt |
| Contributions | $299,537 | ContributionsAmt |
| Investment Earnings Or Losses | $7,670,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,208,565 | OtherExpendituresAmt |
| End Year Balance | $106,017,731 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,360,829 | BeginningYearBalanceAmt |
| Contributions | $1,236,937 | ContributionsAmt |
| Investment Earnings Or Losses | $10,493,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,834,856 | OtherExpendituresAmt |
| End Year Balance | $102,256,197 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,341,150 | BeginningYearBalanceAmt |
| Contributions | $544,636 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,075,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,449,475 | OtherExpendituresAmt |
| End Year Balance | $93,360,829 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,759,179 | BeginningYearBalanceAmt |
| Contributions | $234,297 | ContributionsAmt |
| Investment Earnings Or Losses | -$274,026 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,378,299 | OtherExpendituresAmt |
| End Year Balance | $101,341,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,712,576 | BeginningYearBalanceAmt |
| Contributions | $1,711,562 | ContributionsAmt |
| Investment Earnings Or Losses | $14,079,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,744,493 | OtherExpendituresAmt |
| End Year Balance | $105,759,179 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,165,000 | OtherCostOrOtherBasisAmt |
| Book Value | $11,165,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,372,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,251,277 | DepreciationAmt |
| Book Value | $126,121,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,061,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $489,285 | DepreciationAmt |
| Book Value | $1,572,167 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,338,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,343,104 | DepreciationAmt |
| Book Value | $10,995,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,853,892 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT-LIMITED PARTNERSHIP | Desc |
| Book Value | $24,716,481 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,716,481 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $20,332,830 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,741,057 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $77,475 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,025,113 | OtherRevenueAmt |
| Revenue Not Reported | $5,843,645 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,489,185 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $14,489,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,687,890 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $77,475 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,025,113 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,102,588 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,585,302 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $20,585,302 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4 - Art Collections | New World Symphony believes the classical music experience begins when one crosses our NEW CAMPUS' threshold as a patron, musician or curious observer. Our NEW CAMPUS and its contents ARE the beginning of the experience. The art piece that has been so generously donated to new world symphony aids in the beginning of this experience. |
| Part V, Line 4 - Endownment Funds | In 1991, NWS established the New World Symphony Endowment Fund. The purpose of the Endowment Fund is to create a continuous development program that will enable individuals, corporations, and foundations to make gifts to NWS, to provide for the permanent financing of the programs of NWS, and to ensure the permanent existence of NWS. |
| Part X, Line 2 - Liability for Uncertain Tax Positions | New World Symphony is a non-profit corporation as defined by Section 501(c)(3) of the U.S. Internal Revenue Code and as such is subject to state and federal income taxes only on unrelated business taxable income. There were no income taxes resulting from unrelated business income during the year ended June 30, 2018. Alton Pointe is a single member limited liability company and accordingly is disregarded for tax purposes. Accounting principles generally accepted in the United States require management to evaluate tax positions taken and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. If the Organization were to incur an income tax liability in the future, interest would be reported as interest expense and penalties would be reported as income taxes. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Organization is no longer subject to income tax examinations for years prior to 2015. The Tax Cuts and Jobs Act (the Tax Act) was signed into law on December 22, 2017. The Tax Act includes several changes relevant to tax-exempt organizations, primarily related to unrelated business income, net operating losses, certain new excise taxes, and changes affecting the deductibility of certain expenses. Management has determined that the new law will not have a significant impact on the Organizations financial statements. |
| Part XI & Part XII, Line 2d | Direct Rental expenses are $2,025,113. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NONDISCRIMINATORY POLICY | THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS STATED IN ITS RECRUITMENT BROCHURE AS WELL AS THE PUBLICATIONS "INTERNATIONAL MUSICIAN" WHICH IS WELL KNOWN WITHIN THE COMMUNITY IT SERVES. |
| FINANCIAL AID | THE ORGANIZATION RECIEVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $3,173,913 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,003,370 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $170,543 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $344,981 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $53,414 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $147,020 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $3,173,913 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,003,370 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $170,543 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $344,981 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $53,414 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $147,020 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $545,415 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$374,872 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| STIPEND FOR PROGRAM PARTICIPANTS | 87 | $1,423,781 | Book Value | Stipend |
| STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES | 300 | $101,471 | Book Value | Stipend |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANTS IN THE U.S. | FormAndLineReferenceDesc |
| Explanation | ALL OF THE ORGANIZATION'S FELLOWS RECEIVE A STIPEND FOR LIVING Expenditures WHILE IN THE PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Herring | ||||||||||||||
| PRESIDENT/CEO | $239,795 | $0 | $0 | $0 | $0 | $0 | $4,829 | $0 | $8,680 | $0 | $253,304 | $0 | $0 | $0 |
| John Kieser | ||||||||||||||
| EVP & PROVOST | $233,810 | $0 | $0 | $0 | $0 | $0 | $9,410 | $0 | $8,617 | $0 | $251,837 | $0 | $0 | $0 |
| David Phillips | ||||||||||||||
| EVP & CFO | $232,875 | $0 | $0 | $0 | $0 | $0 | $9,352 | $0 | $8,722 | $0 | $250,949 | $0 | $0 | $0 |
| Douglas Merilatt | ||||||||||||||
| EVP OF ARTISTIC PLAN. & PROG. | $186,271 | $0 | $0 | $0 | $0 | $0 | $7,494 | $0 | $8,553 | $0 | $202,318 | $0 | $0 | $0 |
| Maureen O'Brien | ||||||||||||||
| SVP FOR DEVELOPMENT | $153,750 | $0 | $0 | $0 | $0 | $0 | $6,155 | $0 | $8,376 | $0 | $168,281 | $0 | $0 | $0 |
| Paul Woehrle | ||||||||||||||
| VP FOR DEVELOPMENT | $138,780 | $0 | $0 | $0 | $0 | $0 | $5,570 | $0 | $8,269 | $0 | $152,619 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| POLICIES AND PROCEDURES | EMPLOYEES AND BOARD MEMBERS OF NWS HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT MINIMIZE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS MUCH AS POSSIBLE. THE POLICY ESTABLISHES THE FRAMEWORK WITHIN WHICH NWS WISHES ITS BUSINESS TO OPERATE. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT EMPLOYEES AND BOARD MEMBERS CAN SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. STAFF MEMBERS AT DIRECTOR LEVEL AND ABOVE AND TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS, WHICH INDICATES WHETHER OR NOT THEY HAVE PARTICIPATED IN ANY BUSINESS TRANSACTION THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST. |
| POLICIES AND PROCEDURES | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS COMPARABILITY DATA WHEN HIRING A NEW PRESIDENT AND ANNUALLY APPROVES THE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. THE PRESIDENT APPROVES, SUBJECT TO THE REVIEW BY THE COMPENSATION COMMITTEE, THE COMPENSATION PACKAGES FOR THE EXECUTIVE VICE PRESIDENTS AND SENIOR VICE PRESIDENTS BASED ON PERFORMANCE. |
| DISCLOSURE ITEMS | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE THROUGH ACCESS OF GUIDESTAR. |
| GOVERNING BODY AND MANAGEMENT | THE CFO IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE FORM 990. IT WILL THEN BE PRESENTED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE FOR THEIR REVIEW. ALL MEMBERS OF THE BOARD OF TRUSTEES WILL BE INVITED TO REVIEW THE FINAL FORM 990 UPON REQUEST. |
| FINANCIAL ANALYSIS | For a full understanding of NWS financial picture, readers are encouraged to review NWS audited financial statements and its annual operating budget. Typically, operating results exclude investment gains and/or losses on endowed assets, pledges and gifts received for future fiscal years, capital improvements and depreciation. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTON POINTE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455001665 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $23,268 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
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