2018-05-08T13:50:55-05:00 2017-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2016-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2018-05-04 1 LAUREN CRESCI P01268493 2126972299 2016 2022-09-23 18:48:47Z THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 1317314 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. 11 11 15 14 0 0 1141794 897440 284625 364713 122 84 13546 493 1440087 1262730 0 0 0 0 561047 493358 0 0 195668 783147 853613 1344194 1346971 95893 -84241 351274 254736 310068 297771 41206 -43035 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 677744 295563 FAMILY CONCERTSIN 2016-17, THE LITTLE ORCHESTRA SOCIETY/ORPHEON, INC. (LOS) PERFORMED THE SECOND SEASON OF THE HIGHLY SUCCESSFUL LOS KIDS, A CONCERT SERIES FOR CHILDREN AGES 3-10. EACH CONCERT FOCUSED ON ONE OR TWO COMPOSERS. IN ITS SECOND SEASON LOS KIDS FEATURED FOUR PROGRAMS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, BRINGING VIVALDI, BEETHOVEN, FELIX AND FANNY MENDELSSOHN AND BERNSTEIN 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 OR THREE PERFORMANCES EACH DAY): VIVALDI, NOVEMBER 12-13, 2016; BEETHOVEN, DECEMBER 17-18, 2016; FANNY AND FELIX MENDELSSOHN, FEBRUARY 11-13, 2017; AND BERNSTEIN, MARCH 4-5, 2017. THE VIVALDI PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE FOUR SEASONS, CONCERTO FOR TWO GUITARS, AND CONCERTO FOR TWO TRUMPETS. THE BEETHOVEN PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE LEONORA OVERTURE, MOONLIGHT SONATA, AN ARIA FROM FIDELIO AND SYMPHONY NO. 5. THE MENDELSSOHN PROGRAM INCLUDED EXCERPTS FROM A MIDSUMMER NIGHT'S DREAM, SONGS WITHOUT WORDS, AND FINGAL'S CAVE OVERTURE. THE BERNSTEIN PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE CANDIDE OVERTURE, WEST SIDE STORY, SYMPHONY NO. 2, AND MASS. 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 18 FAMILY PERFORMANCES. TOTAL ATTENDANCE FOR THESE PROGRAMS WAS 16,224- MORE THAN ONE-THIRD 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 BEETHOVEN, MENDELSSOHN AND BERNSTEIN PROGRAMS; JOSEPH YOUNG, ASSISTANT CONDUCTOR OF THE ATLANTA SYMPHONY ORCHESTRA, CONDUCTED THE VIVALDI PROGRAM. EACH OF THESE NEW LOS KIDS PROGRAMS FEATURED ACTORS; VIDEO COMPONENTS; 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 2016-17 SEASON IN ORDER TO MAKE THE BEST IN ORCHESTRAL MUSIC MORE ACCESSIBLE TO CHILDREN AND FAMILIES THROUGHOUT THE NEW YORK METROPOLITAN AREA, AND BEYOND. 256921 69150 PUBLIC SERVICE PROGRAMS LOS'S MUSIC EDUCATION AND COMMUNITY ENGAGEMENT INITIATIVES INCLUDE: MUSICAL CONNECTIONS: THE SCHOOL PARTNERSHIP PROGRAM (MUSICAL CONNECTIONS), LIVE IN CONCERT!, AND PROJECT 65PLUS, 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 K-5, AS WELL AS THEIR TEACHERS, FAMILIES, AND SCHOOL COMMUNITIES. THE PROGRAM CONSISTS OF: IN-SCHOOL RESIDENCY SESSIONS WITH AN LOS TEACHING ARTIST THAT UTILIZE MUSIC COMPOSITION TO TEACH THE ELEMENTS OF MUSIC; ATTENDANCE AT LOS KIDS WEEKDAY DRESS REHEARSALS AND THE PUBLIC SERVICE PERFORMANCE 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 PREPARE FOR AND REVIEW CONCERT GOING EXPERIENCES; 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 2016-2017 PARTNER SCHOOLS WERE PS 24X IN RIVERDALE, THE BRONX; PS 122Q IN ASTORIA, QUEENS; PS 1X IN THE BRONX; PS 56 IN BROOKLYN AND PS 125M IN HARLEM, MANHATTAN. A TOTAL OF 3,515 TEACHERS, STUDENTS AND FAMILIES 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 1975 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2016-2017. PROJECT 65PLUS IS A COMMUNITY ENGAGEMENT PROGRAM THROUGH WHICH LOS SEEKS TO PROVIDE ENGAGEMENT AND OUTREACH OPPORTUNITIES FOR THE GROWING NUMBER OF UNDERSERVED SENIORS IN NEW YORK CITY. IN THIS PROGRAM, THE ORCHESTRA RECOGNIZES: 1) SENIORS AS INDIVIDUALS BY HIGHLIGHTING THE IMPORTANCE OF LIFELONG LEARNING IN THE RAPIDLY EXPANDING SENIOR POPULATION, AND 2) SENIORS AS CAREGIVERS BY HIGHLIGHTING THE INCREASING NUMBER OF GRANDPARENTS WHO ARE THE PRIMARY CAREGIVERS FOR CHILDREN. THROUGH PROJECT 65PLUS AND WITH THE HELP OF VARIOUS PUBLIC AND SOCIAL SERVICE ORGANIZATIONS, SENIOR NEW YORKERS ARE PROVIDED FREE TICKETS TO ATTEND WEEKDAY DRESS REHEARSALS, PUBLIC SERVICE PERFORMANCES, AND WEEKEND PERFORMANCES OF LOS KIDS WITH THE CHILDREN IN THEIR CARE. A TOTAL OF 160 SENIOR NEW YORKERS WERE INVITED TO PARTICIPATE IN THIS PROGRAM IN 2016-2017.IN 2016-17, LOS CONTINUED ITS TWO AFTER-SCHOOL PROGRAMS AT PS 122Q IN ASTORIA AND PS 96X IN THE CENTRAL BRONX, AND BEGAN A NEW PROGRAM AT 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 2016-2017 EQUALED 178. THESE NEW PROGRAMS ARE BASED ON THE MUSICAL CONNECTIONS MODEL AND PROVIDE INTENSIVE AFTERSCHOOL LEARNING FOR STUDENTS IN GRADES 3-5 WHO 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 BY PARTICIPATING IN EVENTS RANGING FROM NEW YORK CITY PARKS TO COMMUNITY STREET FAIRS IN VARIOUS LOCATIONS IN MANHATTAN, QUEENS AND BROOKLYN. FURTHER, IN 2016-17, WE BEGAN A YEAR-LONG SERIES OF 72 WORKSHOPS AT THE BROOKLYN CHILDREN'S MUSEUM IN CROWN HEIGHTS.IN 2016-17, THE TOTAL NUMBER OF PARTICIPANTS IN ALL COMMUNITY ENGAGEMENT PROGRAMS EQUALED 21,151. 105147 0 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. 1039812 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 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 0 0 0 0 0 1 1 0 0 0 0 X 11 11 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 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 SHARON HITE PRESIDENT (FROM 6/2017) 1.00 X X 0 0 0 WILLIAM S OHLEMEYER ESQ PRESIDENT (THROUGH 6/2017) 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 EMILY BERGER BOARD MEMBER (THROUGH 12/2016) 1.00 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 SAMANTHA HITE BOARD MEMBER 1.00 X 0 0 0 DR DANIEL F MARCUS BOARD MEMBER (THROUGH 12/2016) 1.00 X 0 0 0 CAROL D SCHAEFER BOARD MEMBER 1.00 X 0 0 0 ROSANNA TROIANO BOARD MEMBER (THROUGH 2/2017) 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 0 148873 0 0 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 158138 1 140757 131630 625053 897440 BOX OFFICE RECEIPTS 711130 275737 275737 PERFORMANCE FEES 711130 69150 69150 HANDLING CHARGES 711130 19826 19826 364713 84 84 54584 140757 54584 0 MISCELLANEOUS 900099 493 493 493 1262730 364713 0 577 X 150577 75289 30115 45173 293138 170492 20575 102071 15773 13234 1136 1403 33870 28416 2440 3014 65192 11203 44000 9989 160972 157979 652 2341 13487 12487 1000 42298 32324 2094 7880 241725 220657 6583 14485 2680 2425 136 119 2542 2136 126 280 9210 7507 721 982 ARTIST FEES 214025 214025 0 0 CONCERT PRODUCTION EXPE 61568 61568 0 0 GUEST ARTISTS 19340 19340 0 0 OTHER OPERATING EXPENSE 16557 10730 2913 2914 4017 4017 1346971 1039812 111491 195668 13844 36028 214615 90370 37973 52309 50329 44058 255562 253005 5099 2557 29414 29414 351274 254736 104066 110199 161002 153572 45000 34000 310068 297771 X 6831 -63660 34375 20625 41206 -43035 351274 254736 -84241 0 X 0 1 X 1 0 X 1450862 1596117 1473629 1141794 897440 6559842 773214 670527 632332 284625 364713 2725411 2224076 2266644 2105961 1426419 1262153 9285253 786281 1000531 1022365 711985 443538 3964700 0 786281 1000531 1022365 711985 443538 3964700 5320553 19719 21298 11243 122 84 52466 19719 21298 11243 122 84 52466 525 2001 12231 493 15250 2244320 2289943 2117204 1438772 1262730 9352969 0.56890 0.56200 0.00560 0.00690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1800 0 0 1 4200 0 0 6000 0 170595 170595 0 58040 55483 2557 26927 26927 0 2557 SECURITY DEPOSIT 29414 29414 1353327 90597 90597 1262730 0 1262730 1437568 90597 90597 1346971 0 1346971 CONCERT & GALA DINNER 195341 140757 54584 38495 16089 195341 140757 54584 38495 16089 54584 0 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 99,509. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,509. MARKETING: PROGRAM SERVICE EXPENSES 41,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,500. OTHER: PROGRAM SERVICE EXPENSES 16,970. MANAGEMENT AND GENERAL EXPENSES 652. FUNDRAISING EXPENSES 2,341. TOTAL EXPENSES 19,963.