2017-05-04T16:04:22-05:00 2016-06-30 131655065 LUTZ AND CARR CPAS LLP 300 EAST 42ND STREET NEW YORK NY 10017 990 2015-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2017-04-27 1 LAUREN CRESCI P01268493 2126972299 2015 2021-01-29 14:40:06Z THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 1494343 0 X WWW.LITTLEORCHESTRA.ORG X 1947 NY THE MISSION OF THE LITTLE ORCHESTRA SOCIETY IS TO SHARE THE VITALITY OF LIVE CLASSICAL MUSIC AND BUILD FUTURE AUDIENCES BY PRESENTING INNOVATIVE CONCERTS THAT INCORPORATE MULTIPLE ART FORMS TO PROVIDE AUDIENCES OF BOTH ADULTS AND CHILDREN WITH A DEEPER UNDERSTANDING AND ENJOYMENT OF MUSIC. MUSIC EDUCATION AND PUBLIC SERVICE PROGRAMS ARE CENTRAL TO SUPPORTING THIS MISSION WHICH SEEKS TO MAKE CONCERTGOING AND ENGAGEMENT IN THE LIVE PERFORMING ARTS A LIFE-LONG PURSUIT. 13 13 16 15 0 0 1473629 1141794 632332 284625 258 122 13276 13546 2119495 1440087 0 0 0 0 628161 561047 0 0 206037 1647240 783147 2275401 1344194 -155906 95893 382068 351274 436755 310068 -54687 41206 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 679797 251425 FAMILY CONCERTSIN 2015-16, THE LITTLE ORCHESTRA SOCIETY/ORPHEON, INC. (LOS) LAUNCHED LOS KIDS, A NEW CONCERT SERIES FOR CHILDREN AGES 3-7. EACH CONCERT FOCUSED ON A SINGLE COMPOSER. IN ITS INAUGURAL SEASON LOS KIDS FEATURED FOUR PROGRAMS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, BRINGING MOZART, DVORAK, GERSHWIN AND TCHAIKOVSKY 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): MOZART, NOVEMBER 7-8, 2015; DVORAK, DECEMBER 5-6, 2015; GERSHWIN, FEBRUARY 6-7, 2016 (AN ADDITIONAL PUBLIC SERVICE CONCERT WAS PERFORMED ON FEBRUARY 8, 2016); AND TCHAIKOVSKY, MARCH 5-6, 2016. THE MOZART PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE MAGIC FLUTE, EINE KLEINE NACHT MUSIK, AND THE MARRIAGE OF FIGARO. THE DVORAK PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE NEW WORLD SYMPHONY, SERENADE FOR STRINGS, HUMORESQUE, AND SEVERAL OF HIS SLAVONIC DANCES. THE GERSHWIN PROGRAM INCLUDED WORKS SUCH AS RHAPSODY IN BLUE, I GOT RHYTHM AND SELECTIONS FROM PORGY AND BESS. THE TCHAIKOVSKY PROGRAM FEATURED EXCERPTS FROM WORKS INCLUDING THE NUTCRACKER, MOZARTIANA, AND SWAN LAKE. IN ADDITION TO THE PUBLIC PERFORMANCES, THE PROGRAMS EACH BEGAN WITH AN OPEN DRESS REHEARSAL, ATTENDED BY CULTURALLY-UNDERSERVED YOUNG PEOPLE WHO PARTICIPATED IN LOS MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. THE LOS KIDS SEASON INCLUDED FOUR OPEN DRESS REHEARSALS, ONE PUBLIC SERVICE PERFORMANCE, AND 16 PERFORMANCES. TOTAL ATTENDANCE FOR THESE PROGRAMS WAS 12,850.LOS MUSIC DIRECTOR JAMES JUDD CREATED ALL OF THE PROGRAMS IN PARTNERSHIP WITH LOS STAFF AND OUR CREATIVE TEAM AND CONDUCTED THE MOZART AND GERSHWIN PROGRAMS; JOSEPH YOUNG, ASSISTANT CONDUCTOR OF THE ATLANTA SYMPHONY ORCHESTRA, CONDUCTED THE DVORAK PROGRAM, AND DAVID ALAN MILLER, MUSIC DIRECTOR OF THE ALBANY SYMPHONY, CONDUCTED THE TCHAIKOVSKY 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 LOWERED ITS TICKET PRICES FOR THE ENTIRE 2015-16 SEASON IN ORDER TO MAKE THE BEST IN ORCHESTRAL MUSIC MORE ACCESSIBLE TO CHILDREN AND FAMILIES THROUGHOUT THE NEW YORK METROPOLITAN AREA, AND BEYOND. 213726 33200 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: TEN 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 DIRECTOR OF EDUCATION 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 2015-2016 PARTNER SCHOOLS WERE PS 24X IN RIVERDALE, THE BRONX; PS 122Q IN ASTORIA, QUEENS; PS 1X IN THE BRONX; AND PS 125M IN HARLEM, MANHATTAN. A TOTAL OF 2,965 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, THE PUBLIC SERVICE PERFORMANCE, 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 TEACHERS AND PROGRAM LEADERS IN PREPARING AND ENHANCING THE CONCERT EXPERIENCE FOR THEIR STUDENTS AND CHILDREN. A TOTAL OF 1,244 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2015-2016. 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, A PUBLIC SERVICE PERFORMANCE, AND WEEKEND PERFORMANCES OF LOS KIDS WITH THE CHILDREN IN THEIR CARE. A TOTAL OF 310 SENIOR NEW YORKERS WERE INVITED TO PARTICIPATE IN THIS PROGRAM IN 2015-2016.IN 2015-16, LOS CONTINUED ITS TWO AFTER-SCHOOL PROGRAMS, AT PS 122Q IN ASTORIA AND PS 96X IN THE CENTRAL BRONX, 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 2015-2016 EQUALED 127. 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, SENIOR CENTERS, AND BY PARTICIPATING IN EVENTS RANGING FROM NEW YORK CITY PARKS TO COMMUNITY STREET FAIRS IN VARIOUS LOCATIONS IN MANHATTAN AND BROOKLYN SERVING AN ESTIMATED 15,500. IN 2015-2016, THE TOTAL NUMBER OF PARTICIPANTS IN ALL LOS MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS EQUALED 20,146. 109401 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. 1002924 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 54 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X KIWI PARTNERS 2129719500 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 WILLIAM S OHLEMEYER ESQ 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 EMILY BERGER BOARD MEMBER 1.00 X 0 0 0 SHUNGU CHIGARIRO BOARD MEMBER (THROUGH MAY 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 SHARON HITE BOARD MEMBER 1.00 X 0 0 0 DR DANIEL F MARCUS BOARD MEMBER 1.00 X 0 0 0 JOSHUA RUBIN BOARD MEMBER (THROUGH JUNE 2016) 1.00 X 0 0 0 CAROL D SCHAEFER BOARD MEMBER 1.00 X 0 0 0 ROSANNA TROIANO 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 148703 0 0 148703 0 0 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 154619 1 154476 109250 878068 1141794 BOX OFFICE RECEIPTS 711130 234413 234413 PERFORMANCE FEES 711130 33200 33200 HANDLING CHARGES 711130 17012 17012 284625 122 122 51295 154476 51295 0 4276 2961 1315 1315 MISCELLANEOUS 900099 12231 12231 12231 1440087 284625 0 13668 X 151154 98250 30231 22673 346577 168838 48885 128854 23840 14733 4845 4262 39476 33069 2008 4399 39615 4923 29769 4923 143761 137910 3511 2340 15988 14541 1447 56161 43197 1813 11151 227741 205300 7012 15429 3825 3264 474 87 3339 2805 167 367 8287 6825 515 947 ARTIST FEES 176700 175372 1328 CONCERT PRODUCTION EXPE 72701 72701 OTHER OPERATING EXPENSE 15873 9396 4675 1802 GUEST ARTISTS 11800 11800 7356 7356 1344194 1002924 135233 206037 3437 13844 132482 214615 148416 37973 59881 50329 255562 250463 8438 5099 29414 29414 382068 351274 248916 104066 72839 161002 115000 45000 436755 310068 X -59687 6831 5000 34375 -54687 41206 382068 351274 95893 0 X 0 1 X 1 0 X 1450087 1450862 1596117 1473629 1141794 7112489 664599 773214 670527 632332 284625 3025297 2114686 2224076 2266644 2105961 1426419 10137786 869650 786281 1000531 1022365 711985 4390812 0 869650 786281 1000531 1022365 711985 4390812 5746974 18190 19719 21298 11243 122 70572 18190 19719 21298 11243 122 70572 2243 525 2001 12231 17000 2135119 2244320 2289943 2117204 1438772 10225358 0.56200 0.58000 0.00690 0.00750 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 52941 5099 26927 26927 0 5099 SECURITY DEPOSIT 29414 29414 1538488 98401 98401 1440087 0 1440087 1442595 98401 98401 1344194 0 1344194 CONCERT & GALA DINNER 205771 154476 51295 51295 205771 154476 51295 51295 51295 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 11 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 15A 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 74,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,148. MARKETING: PROGRAM SERVICE EXPENSES 42,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,000. OTHER: PROGRAM SERVICE EXPENSES 21,762. MANAGEMENT AND GENERAL EXPENSES 3,511. FUNDRAISING EXPENSES 2,340. TOTAL EXPENSES 27,613.