2016-02-15T00:00:00-06:00 2015-06-30 131655065 LUTZ AND CARR CPAS LLP 300 EAST 42ND STREET NEW YORK NY 10017 990 2014-07-01 132638292 THE LITTLE ORCHESTRA SOCIETYORPHEON INC LITT 2129719500 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 JOANNE BERNSTEIN-COHEN EXECUTIVE DIRECTOR 2129719500 2016-02-12 1 LAUREN CRESCI P01268493 2126972299 2014 2016-08-17 19:52:53Z THE LITTLE ORCHESTRA SOCIETY JOANNE BERNSTEIN-COHEN 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 2157743 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. 14 14 18 19 0 0 1596117 1473629 665877 632332 569 258 27380 13276 2289943 2119495 0 0 0 0 620909 628161 9700 0 242748 1786296 1647240 2416905 2275401 -126962 -155906 525445 382068 374226 436755 151219 -54687 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 1474933 597332 FAMILY CONCERTS:HAPPY CONCERTS FOR YOUNG PEOPLETHE LITTLE ORCHESTRA SOCIETY'S PEABODY AWARD-WINNING HAPPY CONCERTS FOR YOUNG PEOPLE (AGES 6-12) SERIES CONSISTS OF THREE PROGRAMS PERFORMED AT NEW YORK CITY CENTER, BAM HOWARD GILMAN OPERA HOUSE, AND AVERY FISHER HALL, LINCOLN CENTER. CREATED EACH SEASON FOR FAMILIES WITH CHILDREN AGES 6 THROUGH 12, THESE PROGRAMS FEATURE THE LITTLE ORCHESTRA SOCIETY'S ORCHESTRA AND WERE CONDUCTED BY OUR MUSIC DIRECTOR, JAMES JUDD, OVER THE COURSE OF THE 2014-2015 SEASON. THESE CONCERTS FEATURED A WIDE ARRAY OF GUEST ARTISTS INCLUDING DANCERS, ACTORS, STORYTELLERS, SINGERS, AND INSTRUMENTALISTS. EACH PROGRAM IS BUILT AROUND A PARTICULAR THEME, STORY, OR MUSICAL IDEA, ENTERTAINING YOUNG AUDIENCES WHILE SERVING TO EDUCATE THEM ABOUT CLASSICAL MUSIC, THE ORCHESTRA, AND THE LIVE CONCERT EXPERIENCE. EACH PROGRAM IS GENERALLY PERFORMED TWICE WITH AN OPEN DRESS REHEARSAL. AS PART OF LIVE IN CONCERT! AND MUSICAL CONNECTIONS: THE SCHOOL PARTNERSHIP PROGRAM, THE LITTLE ORCHESTRA SOCIETY'S MUSIC EDUCATION AND PUBLIC SERVICE INITIATIVES, THOUSANDS OF CULTURALLY UNDERSERVED YOUNG PEOPLE ATTEND THESE EVENTS FREE-OF-CHARGE EACH YEAR. ATTENDANCE AT THE 2014-2015 HAPPY CONCERTS FRIDAY DRESS REHEARSALS AND SATURDAY PERFORMANCES, INCLUDING PARTICIPANTS IN THE MUSIC EDUCATION AND PUBLIC SERVICE PROGRAMS, TOTALED 16,471. THE 2014-2015 CONCERTS PERFORMED BY THE ORCHESTRA WERE FOUR SEASONS: A SPINNING PLANET (NOVEMBER 21 AND 22, 2014), PETER AND THE WOLF (DECEMBER 27, 2014) WITH GUEST CONDUCTOR DAVID ALAN MILLER, AND CINDERELLA AND THE PRINCE WHO SLAYS THE MAGIC DRAGON (APRIL 18, 2015), FOR A TOTAL OF 7 PERFORMANCES. LOLLI-POPS TMTHE LITTLE ORCHESTRA SOCIETY'S LOLLI-POPS TM (AGES 3-5) CONCERTS WERE CREATED BY MUSIC DIRECTOR DINO ANAGNOST IN THE SPRING OF 1986 TO INTRODUCE CHILDREN AGES 3 THROUGH 5 TO LIVE CLASSICAL MUSIC. THE 2014-2015 SEASON CONSISTED OF FOUR SEPARATE PROGRAMS, GROUPED INTO TWO SERIES - FALL AND SPRING. THE FALL SERIES CONSISTED OF TWO CONCERTS WITH FOUR PERFORMANCES EACH, AND THE SPRING SERIES CONSISTED OF TWO CONCERTS WITH FOUR PERFORMANCES EACH, FOR A TOTAL OF 16 LOLLI-POPS TM PERFORMANCES. PRESENTED AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE, THE 2014-2015 LOLLI-POPS TM CONCERTS WERE ATTENDED BY 9,806 CHILDREN AND ADULTS, INCLUDING PUBLIC SERVICE AND MUSIC EDUCATION PROGRAM PARTICIPANTS ATTENDING FRIDAY DRESS REHEARSALS AND SATURDAY AND SUNDAY PERFORMANCES FROM OCTOBER 2014 THROUGH MARCH 2015. PROGRAMS WERE CONDUCTED BY OUR MUSIC DIRECTOR, JAMES JUDD, AS WELL AS GUEST CONDUCTOR SAMEER PATEL. 291846 35000 PUBLIC SERVICE PROGRAMS LOS'S MUSIC EDUCATION AND COMMUNITY ENGAGEMENT INITIATIVES INCLUDE THREE PROGRAMS: MUSICAL CONNECTIONS: THE SCHOOL PARTNERSHIP PROGRAM (MUSICAL CONNECTIONS), LIVE IN CONCERT! AND PROJECT 65PLUS.MUSICAL CONNECTIONS IS A MUSIC COMPOSITION RESIDENCY PROGRAM THAT PROVIDES MUSIC EDUCATION AND CONCERT EXPERIENCES FOR NEW YORK CITY PUBLIC SCHOOL STUDENTS IN UNDERSERVED NEIGHBORHOODS IN GRADES K-4, AS WELL AS THEIR TEACHERS, FAMILIES AND SCHOOL COMMUNITIES. THE PROGRAM CONSISTS OF: A TEN SESSION IN-SCHOOL RESIDENCY WITH AN LOS TEACHING ARTIST THAT UTILIZES MUSIC COMPOSITION TO TEACH THE ELEMENTS OF MUSIC; ATTENDANCE AT HAPPY CONCERTS FOR YOUNG PEOPLE WEEKDAY DRESS REHEARSALS AT AVERY FISHER HALL, LINCOLN CENTER OR LOLLI-POPS TM WEEKDAY DRESS REHEARSALS AT THE KAYE PLAYHOUSE AT HUNTER COLLEGE; LESSONS WITH THE LOS DIRECTOR OF EDUCATION BEFORE AND AFTER EACH CONCERT HALL VISIT; 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 FOR FAMILIES OF PARTICIPATING STUDENTS LED BY LOS EDUCATION STAFF; A COMPOSITION WORKSHOP FOR FAMILIES OF PARTICIPATING STUDENTS LED BY LOS EDUCATION STAFF; AND WEEKEND PERFORMANCE TICKETS FOR SCHOOL FAMILIES. THE 2014-2015 PARTNER SCHOOLS WERE PS 24X IN RIVERDALE, THE BRONX; PS 122Q IN ASTORIA, QUEENS; PS 1X IN THE BRONX; AND PS 46M IN EAST HARLEM, MANHATTAN. A TOTAL OF 3,170 TEACHERS, STUDENTS AND FAMILIES PARTICIPATED IN MUSICAL CONNECTIONS.LIVE IN CONCERT! IS THE LOS COMMUNITY ENGAGEMENT PROGRAM THAT PROVIDES ACCESS TO MEMBERS OF THE NEW YORK CITY COMMUNITY WHO WOULD OTHERWISE HAVE LITTLE OR NO CONTACT WITH CLASSICAL MUSIC BY PROVIDING OPPORTUNITIES FOR BOTH UNDERSERVED PUBLIC SCHOOL STUDENTS AND CHILDREN IN PUBLICLY-FUNDED DAY CARE CENTERS AND SOCIAL SERVICE AGENCIES, AS WELL AS THEIR FAMILIES, TO ATTEND WEEKDAY OPEN DRESS REHEARSALS AND WEEKEND PERFORMANCES OF LOS' LOLLI-POPS TM AND HAPPY CONCERTS FOR YOUNG PEOPLE SERIES WITHOUT CHARGE. EDUCATIONAL RESOURCE MATERIALS ARE PROVIDED TO HELP TEACHERS AND PROGRAM LEADERS IN PREPARING AND ENHANCING THE CONCERT EXPERIENCE FOR THEIR STUDENTS. A TOTAL OF 5,014 CHILDREN AND ADULTS PARTICIPATED IN THIS PROGRAM IN 2014-2015. 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 SENIORS AS BOTH INDIVIDUALS AND CAREGIVERS BY HIGHLIGHTING THE IMPORTANCE OF LIFELONG LEARNING IN THE RAPIDLY EXPANDING SENIOR POPULATION, AS WELL AS THE INCREASING NUMBER OF GRANDPARENTS WHO ARE THE PRIMARY CAREGIVERS FOR CHILDREN. THROUGH PROJECT 65PLUS, SENIOR NEW YORKERS ARE PROVIDED WITH TICKETS WITHOUT CHARGE THROUGH VARIOUS PUBLIC AND SOCIAL SERVICE ORGANIZATIONS TO EXPERIENCE ARTS ENRICHMENT AND CONTINUING EDUCATION AT THE ORCHESTRA'S EVENING ADULT CONCERTS AND PRE-CONCERT SEMINARS, AS WELL AS TO ATTEND WEEKDAY DRESS REHEARSALS AND WEEKEND PERFORMANCES OF LOLLI- POPS AND HAPPY CONCERTS FOR YOUNG PEOPLE PERFORMANCES WITH THE CHILDREN IN THEIR CARE. A TOTAL OF 247 SENIOR NEW YORKERS PARTICIPATED IN THIS PROGRAM IN 2014-2015.IN 2014-15, LOS LAUNCHED ITS FIRST 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 2014-2015 EQUALED 210. THESE NEW PROGRAMS ARE BASED ON THE MUSICAL CONNECTIONS MODEL.IN ADDITION, WE BROADENED OUR REACH BY OFFERING PROGRAMS AT PUBLIC LIBRARIES AND SENIOR CENTERS AND BY PARTICIPATING IN EVENTS RANGING FROM NEW YORK CITY PARKS TO COMMUNITY STREET FAIRS TO A SESSION ON EARLY CHILDHOOD EDUCATION AT THE CLINTON GLOBAL INITIATIVE ANNUAL MEETING LAST FALL DURING WHICH SOME OF OUR MUSICIANS PERFORMED.IN JANUARY 2015, OUR PRODUCTION OF STRAVINSKY'S FIREBIRD WAS PERFORMED BEFORE 4 CAPACITY AUDIENCES IN FRUTILLAR AND SANTIAGO IN CHILE WITH AN INTERNATIONAL ACADEMY ORCHESTRA.IN JUNE 2015, OUR LOLLI-POPS TM PRODUCTION OF THINGS THAT GO BANG! WAS PRESENTED AT THE HORACE GREELEY MIDDLE SCHOOL IS 10 IN ASTORIA, NY.IN 2014-2015, THE TOTAL NUMBER OF PARTICIPANTS IN ALL LOS COMMUNITY ENGAGEMENT PROGRAMS EQUALED 8,641. 107531 PROGRAMS - GENERAL EACH FISCAL YEAR, LOS CREATES NEW CONCERT PROGRAMS FOR THE CURRENT SEASON AS WELL AS FOR SEVERAL SEASONS FOLLOWING. ADDITIONALLY, IT IS NECESSARY TO PLAN OUR MUSIC EDUCATION AND PUBLIC SERVICE PROGRAMS SEVERAL YEARS IN ADVANCE. PROGRAMS - GENERAL COVERS EXPENSES BOTH PERSONNEL AND OTHER THAN PERSONNEL SERVICES (OTPS) FOR THESE PROGRAMS. 1874310 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 63 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X JULIE HYMEN 2129719500 330 WEST 42ND STREET 12TH FLOOR NEW YORK NY 10036 WILLIAM S OHLEMEYER ESQ PRESIDENT/TREASURER 1.00 X X 0 0 0 LAWRENCE R BAILEY JR ESQ VICE PRESIDENT (THROUGH 6/30/15) 1.00 X X 0 0 0 DAVID ADELMAN TREASURER (THROUGH 9/19/14) 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 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 ALVIN DEUTSCH BOARD MEMBER (THROUGH 7/28/14) 1.00 X 0 0 0 ANNE FOSTER BOARD MEMBER (THROUGH 9/19/14) 1.00 X 0 0 0 SHARON HITE BOARD MEMBER 1.00 X 0 0 0 KATHRYN M JAHARIS BOARD MEMBER (THROUGH 6/17/15) 1.00 X 0 0 0 DR DANIEL F MARCUS BOARD MEMBER 1.00 X 0 0 0 GREGORY PARSONS BOARD MEMBER 1.00 X 0 0 0 JOSHUA RUBIN BOARD MEMBER 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 148740 0 0 148740 0 0 1 0 0 0 GEMINI MUSIC PRODUCTIONS LTD 2 IROQUOIS AVENUE PALISADES NY 10964 INSTRUMENTALISTS 351462 BRUCEJUDD INC 2421 BARCELONA DRIVE FORT LAUDERDALE FL 333011504 MUSIC DIRECTOR/CONDUCTOR 115417 2 104452 126800 1242377 50157 1473629 BOX OFFICE RECEIPTS 711130 484899 484899 CONTRACTED SERVICES 711130 134700 134700 PROCESSING FEES 711130 12733 12733 632332 258 258 10985 0 10985 10985 10985 37042 104452 37042 0 3697 1206 2491 2491 MISCELLANEOUS 900099 -200 -200 -200 2119495 632332 0 13534 X 147201 73601 29440 44160 401875 212881 60927 128067 35755 27588 3943 4224 43330 33433 4778 5119 41135 5427 30281 5427 245904 240148 3218 2538 79398 77497 1901 83886 69351 2192 12343 543731 503321 12628 27782 23653 23237 131 285 3900 3900 4129 3468 206 455 9638 8427 397 814 ARTIST FEES 482038 481639 399 CONCERT PRODUCTION EXPE 98391 98391 OTHER OPERATING EXPENSE 25721 15901 6302 3518 FUNDRAISING EVENT COSTS 5716 5716 2275401 1874310 158343 242748 82533 3437 224635 132482 103041 148416 73255 59881 255562 247124 12567 8438 29414 29414 525445 382068 214957 248916 110803 72839 45833 115000 2633 0 374226 436755 X 48719 -59687 102500 5000 151219 -54687 525445 382068 X -155906 -50000 X 0 1 X 1 0 X 2246436 1450087 1450862 1596117 1473629 8217131 675494 664599 773214 670527 632332 3416166 2921930 2114686 2224076 2266644 2105961 11633297 1148414 869650 786281 1000531 1022365 4827241 0 1148414 869650 786281 1000531 1022365 4827241 6806056 17551 18190 19719 21298 11243 88001 17551 18190 19719 21298 11243 88001 8886 2243 525 2001 13655 2948367 2135119 2244320 2289943 2117204 11734953 0.58000 0.61290 0.00750 0.00770 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 50102 7938 26927 26427 500 8438 SECURITY DEPOSIT 29414 29414 X 2224890 155395 -50000 105395 2119495 0 2119495 2430796 155395 155395 2275401 0 2275401 PART X, LINE 2: MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATED TO UNCERTAIN INCOME TAX POSITIONS WERE REQUIRED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF CONTRIBUTION AWARDED IN PRIOR YEAR -50,000. CONCERT & GALA DINNER 141494 104452 37042 34700 2342 141494 104452 37042 34700 2342 37042 0 X 1 50157 FMV 0 0 0 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 PRESIDENT/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/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/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 77,829. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,829. MARKETING: PROGRAM SERVICE EXPENSES 42,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,000. OTHER: PROGRAM SERVICE EXPENSES 120,319. MANAGEMENT AND GENERAL EXPENSES 3,218. FUNDRAISING EXPENSES 2,538. TOTAL EXPENSES 126,075. FORM 990, PART XI, LINE 9: RETURN OF CONTRIBUTION AWARDED IN PRIOR YEAR -50,000.