2015-12-21T13:15:13-06:00 2015-06-30 MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2014-07-01 592809056 NEW WORLD SYMPHONY INC C/O DAVID PHILLIPS % DAVID PHILLIPS NEWW 3054286700 500 17TH STREET MIAMI BEACH FL 33139 DAVID PHILLIPS EXEC VP & CFO 3059959600 2015-12-15 true Donald Butler P00541422 3059959600 2014 2016-03-07 17:11:31Z DAVID PHILLIPS 500 17TH STREET MIAMI BEACH FL 33139 17289364 false X www.nws.edu X 1987 FL 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. 36 34 0 94 -950271 -950271 13639400 9791967 1654533 1843618 5548818 1284598 -995425 -1025788 19847326 11894395 1408439 1515552 0 0 1052984 1423485 0 0 2717647 16642819 17885704 19104242 20824741 743084 -8930346 276508863 266030161 23259153 23269421 253249710 242760740 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, America's 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 (MTT) 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' ca false false 13040867 1515549 1843618 The Fellowship Program - (Previously known as Orchestral Training) Fellowship activities are structured under the areas of Orchestral Performance and Musicianship, Audience Engagement, and Leadership Development. 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 high speed, 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 75 classical music presentations throughout the 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; children's 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. In the 28 years since NWS' founding, nearly 1,000 alumni have gone on to make a difference in communities and organizations worldwide. 1749385 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 (9:30 PM to 1:00 AM) each of which feature 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. - Encounters Concerts: no-intermission educational performances lasting approximately one hour that feature extended, visually enhanced, introductory explanations of the music by a guest host and the conductor. - 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 audiences in Miami Beach SoundScape, an adjacent City-owned park equipped with a state-of-the-art surround stereo system. Each of these free monthly outdoor presentations generates an audience upwards of 1,500 people with some attracting as many as 3,500. 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. 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. 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 institution's 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. In September 2014, NWS publically launched MUSAIC, an online classical music 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. As of September 2015, MUSAIC had over 62,000 users and more than 3,000 registrants to the site. NWS maintains partnerships with nine major music schools around the world, all of which regularly contribute content to the site. NWS' most recent digital venture is a video-based exploration of the work of John Cage, one of the 20th century's most influential and provocative composers and visual artists. Debuted in April 2015, "Making the Right Choices: A John Cage Celebration" grew from NWS' landmark three-day festival, presented in 2013, commemorating the centenary of Cage's birth. This free online resource is built around videos of works performed during the festival, behind-the-scenes rehearsal footage, and artist interviews. 1113245 Community Engagement NWS believes that orchestral musicians should be ambassadors for classical music-as advocates, educators, mentors, and leaders. NWS' Community Engagement Programs (i) prepare Fellows for leadership roles as educators, communicators, and role models; (ii) introduce children to classical music and the concert-going experience; and (iii) foster lasting and meaningful relationships between the orchestra and the community. 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: These intimate lecture-based performances are curated and hosted by NWS Fellows, providing an intimate glimpse into their craft. Topics range from music appreciation to the historic context of composers. - 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; teachers receive a study guide to heighten the educational impact of the performance. A post-produced broadcast of the concerts is made available to 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 program that brings NWS Fellows into the youth music programs of partner organizations within Miami-Dade County. The young musicians enrolled in these programs receive instrumental instruction from NWS Fellows in one-on-one and group coaching sessions on a bi-monthly basis. Each season's program concludes with a concert performance by the students at 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 the Google+ Hangout platform), webcasts, and in-person events at New World Center. Fellows also conduct online residencies with student music ensembles around the United States via Skype and Internet2. Reaching thousands of South Florida children and youth each year, these programs allow Fellows to mentor student-musicians, offer free music lessons, coach local school bands and orchestras, and offer free concerts tailored to young audiences. In the process, Fellows sharpen their presentation, leadership, and teaching skills, which they will continue to use in their professional lives as musicians. Each season, NWS reaches 12,500 youth, children, and adults through community engagement. 15903497 true true false false false false false true false true true true false false false true false true true false false false false false true false false false true true false false false false false false false false true false false false true false false false false true 145 0 true 0 true true false false false false true true false false false false X 36 34 true false false false false false false true true false false true true true true true true true true false FL NY X X DAVID PHILLIPS 3054286751 500 17TH STREET MIAMI BEACH FL 33139 X Rose Ellen Greene Chairperson 5.0 X X 0 Edward Manno Shumsky Vice Chairman 1.0 X X 0 Mario de Armas Treasurer 1.0 X X 0 Robert Moss Secretary 1.0 X X 0 Sari Agatston TRUSTEE 1.0 X 0 Jeffrey Akin TRUSTEE 1.0 X 0 Sheldon T Anderson TRUSTEE 1.0 X 0 Madeleine Arison TRUSTEE 1.0 X 0 Sarah S Arison TRUSTEE 1.0 X 0 Matthew W Buttrick TRUSTEE 1.0 X 0 Tanya Capriles de Brillembourg TRUSTEE 1.0 X 0 Adam Carlin Chair of Development Committee 1.0 X 0 Bruce E Clinton Chair of Facilities Committee 1.0 X 0 Edward J Crawford IV TRUSTEE 1.0 X 0 Peter J Dolara TRUSTEE 1.0 X 0 Howard Frank TRUSTEE 1.0 X 0 John J Geraghty TRUSTEE 1.0 X 0 Harry M Hersh TRUSTEE 1.0 X 0 Florencia Jimenez-Marcos TRUSTEE 1.0 X 0 Neisen Kasdin TRUSTEE 1.0 X 0 Gerald Katcher TRUSTEE 1.0 X 0 Richard Kohan TRUSTEE 1.0 X 0 R Kirk Landon TRUSTEE 1.0 X 0 Enrique Lerner Rais TRUSTEE 1.0 X 0 Alan Lieberman TRUSTEE 1.0 X 0 Albert R Molina Jr TRUSTEE 1.0 X 0 William L Morrison TRUSTEE 1.0 X 0 Sandra R Muss TRUSTEE 1.0 X 0 L Michael Orlove TRUSTEE 1.0 X 0 Patricia M Papper TRUSTEE 1.0 X 0 Jeffrey T Roberts Chair of Investment Committee 1.0 X 0 Richard T Sanz TRUSTEE 1.0 X 0 Diane S Sepler TRUSTEE 1.0 X 0 Paul H Stebbins TRUSTEE 1.0 X 0 Judy Weiser TRUSTEE 1.0 X 0 Richard J Wurtman TRUSTEE 1.0 X 0 HOWARD HERRING PRESIDENT/CEO 60.0 X 251709 0 9778 VICTORIA ROGERS EXECUTIVE VICE PRESIDENT 60.0 X 215237 0 7937 DAVID PHILLIPS E VP & CFO 60.0 X 219495 0 8069 DOUGLAS MERILATT E VP ARTISTIC PLANNING/PROG 60.0 X 182696 0 6956 Ayden Adler SR. VP./ DEAN OF MUSICIANS 60.0 X 156336 0 5953 TODD HEUSTESS A VP DEVELOPMENT 60.0 X 108465 0 1507 PAUL WOEHRLE VP DEVELOPMENT 60.0 X 123889 0 4652 CRAIG HALL VP COMMUNICATIONS 60.0 X 116487 0 4319 1374314 0 49171 8 false true false ADP TOTALSOURCE 10200 SUNSET DRIVE MIAMI FL 33173 EMPLOYEE LEASING 5811380 CRYSTAL CO OF FLORIDA INC 600 BRICKELL AVE STE 2575 MIAMI FL 33131 INSURANCE 732345 SHIRAZ FL INC 515 SW 17th Avenue Suite 2 MIAMI FL 33135 EVENT PROD & DESIGN 203446 ASKONAS HOLT 25 CLANCERY LANE LONDON 0 UK W14 ONS Artist Services 664785 FPL General Mail Facility MIAMI FL 33188 UTILITIES 462025 14 1571256 1369682 6851029 50815 9791967 CONCERT REVENUES 711110 1578099 1578099 TOUR FEES 611600 111771 111771 APPLICATION FEES 611600 70472 70472 BOX OFFICE POSTAGE AND HANDLING 561000 38869 38869 NEW WORLD CENTER TOURS 711110 7400 7400 37007 37007 1843618 1449919 1449919 0 0 1554339 2504610 -950271 0 -950271 -950271 2220040 2385361 -165321 -165321 -165321 261755 1571256 504998 -243243 -243243 0 0 OTHER REVENUE 167726 167726 167726 11894395 2011344 -950271 1041355 0 1515552 1515552 0 0 1423485 351940 533687 537858 0 0 0 0 0 0 36997 1841 35156 76300 21300 55000 0 0 304710 304710 0 315351 315351 342700 231265 40237 71198 151935 89342 62593 0 1801056 1801056 215125 164676 24578 25871 0 83383 66611 9560 7212 229774 229774 0 4899770 4899770 660451 545789 114662 LEASED EMPLOYEES 4495994 2397563 705361 1393070 CONDUCTORS/SOLOIST/COACHES 2253528 1989910 13148 250470 ARTISTIC PROGRAMMING GENERAL 1211490 1211490 OTHER FELLOW COST 104081 104081 703059 206601 379841 116617 20824741 15903497 2203597 2717647 51796 10499 103803 73466 9137472 4030354 359119 114294 0 0 0 0 0 0 0 0 1062160 755063 189064597 27065194 166772558 161999403 76962146 80021806 21981100 18920890 0 0 78709 104386 0 0 276508863 266030161 823428 1172178 0 0 813102 853243 0 0 0 0 0 0 21622623 21244000 0 0 0 0 23259153 23269421 X 144504054 139104774 28136948 22812962 80608708 80843004 253249710 242760740 276508863 266030161 -8930346 -1558624 X false true X true false X 13468936 12522904 12083478 13639400 9791964 61506682 0 0 13468936 12522904 12083478 13639400 9791964 61506682 0 61506682 1525885 1210217 1076087 1374493 1449919 6636601 185750 -483341 -818339 -923121 -950271 -2989322 2249434 178992 211632 274261 429481 3343800 68497761 9448992 0.89794 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400000 X false 105759179 234297 -274026 4378299 101341151 92712576 1711562 14079534 2744493 105759179 85374530 665097 10028970 3356021 92712576 87784498 945322 -37649 3317641 85374530 74567100 3155714 13070135 3008451 87784498 0.80000 0.20000 false false 11165000 11165000 165304656 17968528 147336128 12594941 9096666 3498275 161999403 INVESTMENT-LIMITED PARTNERSHIP 18920890 F 18920890 0 0 X 12932044 -1558624 91664 2504609 1037649 11894395 11894395 23421014 91664 2504609 2596273 20824741 20824741 ENDOWMENT FUNDS DURING 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. ARTWORK COLLECTION 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. REVENUE/EXPENSE RECONCILIATION Direct Rental expenses of $2,504,609 are shown as expenses on the financial statements. However, Direct rental expenses are shown net of rental income on the Form 990 page 9. UNCERTAIN TAX POSITION 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, 2015, 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 2012. true true true true true true true false false false false false false false false true false true 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. GALA 1724121 1502656 221465 132263 60077 303412 FAMILY EVENT 98675 67000 31675 884 2987 2481 1 10215 1600 8615 2894 1833011 1571256 261755 133147 63064 308787 504998 -243243 true STIPEND FOR PROGRAM PARTICIPANTS 88 1428627 STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES 270 86925 MONITORING THE USE OF GRANTS IN THE U.S. ALL OF THE ORGANIZATION'S FELLOWS RECEIVE A STIPEND FOR LIVING EXPENDITURES WHILE IN THE PROGRAM. X X X false false false false false false false false false HOWARD HERRING PRESIDENT/CEO 251709 0 0 0 0 0 0 0 9778 0 261487 0 0 0 VICTORIA ROGERS EXECUTIVE VICE PRESIDENT 215237 0 0 0 0 0 0 0 7937 0 223174 0 0 0 DAVID PHILLIPS E VP & CFO 219495 0 0 0 0 0 0 0 8069 0 227564 0 0 0 DOUGLAS MERILATT E VP ARTISTIC PLANNING/PROG 182696 0 0 0 0 0 0 0 6956 0 189652 0 0 0 Ayden Adler SR. VP./ DEAN OF MUSICIANS 156336 0 0 0 0 0 0 0 5953 0 162289 0 0 0 X MUSICAL EQUIPMENT 2 28025 FMV X FOOD INVENTORY 1 5040 FMV X AUCTION ITEMS 1 17750 FMV 0 false false false 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 CHAIRMAN 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 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 MADE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE THROUGH ACCESS OF GUIDESTAR. GOVERNING BODY AND MANAGEMENT THE CFO IS REPONSIBLE FOR THE TIMELY PREPARATION OF THE FORM 990. IT WILL THEN BE PRESENTED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLING FOR THEIR REVIEW. ALL MEMBERS OF THE BOARD OF TRUSTEES WILL BE INVITED TO REVIEW THE FINAL FORM 990 UPON REQUEST. FAMILY RELATION SARAH S. ARISON - NEICE OF HARRY M. HERSH NEW CAMPUS II LLC 500 17TH STREET MIAMI BEACH FL 33139 432074025 DVLP NEWFACLT FL 0 0 NONE ALTON POINTE LLC 500 17TH STREET MIAMI BEACH FL 33139 455001665 HOUSING FL -337881 0 NONE