2011-05-02T10:36:43-04:00 2010-06-30 MARCUM LLP ONE SE THIRD AVENUE 10TH FLOOR MIAMI FL 33131 990 2009-07-01 592809056 NEW WORLD SYMPHONY INC C/O DAVID PHILLIPS NEWW 3054286700 500 17TH STREET MIAMI BEACH FL 33139 DAVID PHILLIPS 2011-04-30 true Donald Butler 3059959600 2009 2016-02-24 21:20:13Z X DAVID PHILLIPS 500 17TH STREET MIAMI BEACH FL 33139 95819495 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. 47 43 0 60 37198 -387136 6813000 54314858 1326044 1258044 -4116541 20423719 361282 590373 4383785 76586994 0 0 0 0 1794353 1919516 0 0 1168175 8062942 8221693 9857295 10141209 -5473510 66445785 151867475 241693208 6391544 26881660 145475931 214811548 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. NWS HAS LAUNCHED THE CAREERS OF MORE THAN 700 YOUNG MUSICIANS NOW MAKING A DIFFERENCE IN THE PROFESSION WORLDWIDE. ORGANIZATION OVERVIEW: A) OVERVIEW. THE NEW WORLD SYMPHONY (NWS), AMERICA'S ORCHESTRAL ACADEMY, OFFERS A THREE-YEAR POSTGRADUATE FELLOWSHIP PROGRAM OF MULTIDISCIPLINARY TRAINING IN MUSICAL TECHNIQUE, PERFORMANCE, AUDIENCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT ACTIVITIES. EACH YEAR, NWS RECRUITS AN AVERAGE OF 100 ARTISTS AND PROFESSIONALS IN THE FIELD FOR RESIDENCIES AS VISITING FACULTY TO MENTOR, COACH, AND/OR PERFORM WITH THE FELLOWS. THESE INCLUDE SOME OF THE WORLD'S LEADING CONDUCTORS, COMPOSERS AND SOLOISTS, AS WELL AS PROFESSIONALS REPRESENTING A WIDE RANGE OF MUSIC-RELATED DISCIPLINES WHO WORK WITH FELLOWS IN AREAS SUCH AS COMMUNITY ENGAGEMENT, PERFORMANCE PSYCHOLOGY, MUSICIAN HEALTH, AND ARTS false false 3034628 594425 Orchestral Training: The cornerstone of NWS' artistic excellence lies in its prestigious three-year fellowship program offered to 86 gifted music graduates. During an annual 25-city audition tour for 30 openings, Fellows are selected from more than 1,000 applicants. The comprehensive, experiential program includes multidisciplinary coaching, performance training, and community engagement activities, designed to prepare Fellows to assume leadership roles in classical music. NWS is a laboratory for musical expression where Fellows receive in-depth exposure to the full continuum of orchestral repertoire. Both musician training activities and concert programs attract the active involvement of the classical music world's leading conductors, composers, soloists, and orchestral and chamber musicians. As in recent years, more than 20 artists and 80 coaches provided orchestral training to NWS Fellows during the 2009/10 Season. These included instrumentalists from renowned institutions such as the Boston Symphony, Cleveland Orchestra, New England Conservatory, New York Philharmonic, Philadelphia Orchestra, Rice University, and San Francisco Symphony. Further, professionals representing a wide-range of disciplines worked with Fellows on career-related training in music mentoring, audience engagement, communication skills, audition psychology, performance anxiety, stage presence, and musician's health. Internet2 Distance Learning Program Activities: NWS continued its innovative use of Internet2 technology (I2) to expand the scope and reach of the audience development and orchestral training programs. This technology has eliminated geographic barriers that undermined efforts to draw resources from the global classical music community. The high-bandwidth network enables real-time artistic and educational exchanges IN which Fellows receive training and coaching from musical artists around the world, and audiences benefit from interactions with noted musical experts and composers whose work is being performed. NWS hosted dozens of unique artistic and educational exchanges via Internet2 during the 2009/10 Season. Internet2 Distance Learning Program activities included: A) Internet2 connections to facilitate artistic and educational interactions between musicians, audiences, and composers. The composers coached the rehearsals of their compositions with the orchestra and addressed the audience, providing commentary on the creation of their compositions. B) The MusicLab pilot program, launced in October 2009, is a 26-week residency program that operated in five Miami-Dade County public schools: at the Feinberg Fisher K-8 Center, Nautilus Middle School and the Miami Beach Senior High in Miami Beach, the Ruth K. Broad K-8 Center in Bay Harbour Islands, and at the Miami Northwestern Senior High in Liberty City. At the core of this program is the use of internet and Internet2 technologies for distance learning in the arts, an innovative approach with the capacity to transform the way music is taught and experienced by students in our schools. 2194461 429852 ARTISTIC PROGRAMMING: The New World Symphony's 2009/10 Season began in September 2009 and concluded in May 2010. Under the leadership of founding Artistic Director Michael Tilson Thomas (MTT), NWS presented more than 60 public performances-20% free to the community-to an audience of over 50,000 South Florida residents and visitors. These took place, primarily, at NWS' Lincoln Theatre in Miami Beach, the Adrienne Arsht Center for the Performing Arts, and in community settings and nontraditional venues throughout Miami-Dade County. Programming included orchestral performances of a diverse repertoire ranging from the Baroque to contemporary periods, programs for children and families, and a chamber music series. Repertoire and guest artists reflected musical traditions from around the globe. The music's historic, cultural, artistic, and social contexts were considered as NWS presented programs of composers, performing artists, and works unified by geography, chronology, influence, or form. Subscription Concerts NWS presented 55 distinct subscription concert programs to an audience of 33,589. NWS engaged a full complement of 40 guest conductors, composers, soloists and artistic groups to deliver world-class concert programs to South Florida residents and visitors. "Sounds of the Times" Concert Series. Honored by the American Society of Composers, Authors, and Publishers (ASCAP) with awards in 2003, 2007, and 2009 for Adventurous Programming of Contemporary Music, NWS continued to underscore its commitment to this genre and support of living composers. The ninth "Sounds of the Times" series consisted of two CRITICALLY acclaimed performances, An American music Program AND A program of works by composers of FINLAND along with a work by guest French composer Tristan Murail. Chamber Music Concert Series. NWS presented four chamber music concerts, featuring NWS musicians as gifted instrumentalists alongside noted guest artists. "Concert for Kids" Concert Series. This series consisted of two Sunday afternoon performances that brought hundreds of children to the Lincoln Theatre, many of whom may have never experienced a live, classical musical performance in a concert hall. A key element of these concerts was a pre-performance "Instrument Petting Zoo," during which children met and spoke with orchestra musicians and learned about the instruments on which they perform. NWS musician training programs provided orchestra members with the skills necessary to engage children and families, enriching their concert-going experience and building on our commitment to music education. In-Context Festival Throughout the years, NWS has garnered acclaim for its In-Context Festivals, multimedia presentations that explore the historic, cultural, and sociopolitical contexts of a specific composer, musical movement, or a country's musical tradition. The 2009/10 season IN-Context Festival was entitled REflections of Debussy and served as the season final program. Led by NWS Artistic Director Michael Tilson Thomas, the festivel consisted of orchestra and chamber music presentations complemented with discussions on the music of Claude Debussy. 1193420 233767 Community Outreach and Educational Programming: Audience Development and Community Engagement NWS' comprehensive Audience Development and Community Engagement Program serves a dual purpose in meeting the organization's mission: (1) it enriches the cultural vitality of the community by introducing nontraditional audiences to classical music and fostering greater appreciation and understanding of this art form among our patrons; in turn, (2) the program promotes community involvement and leadership among the Fellows and helps them become effective and enthusiastic advocates for classical music in the communities in which they secure professional positions. Throughout the season, professionals in the field of audience development, community engagement, and related disciplines visited NWS to lead seminars aimed at preparing the musicians to present effective programs. During the 2009/10 Season, all 86 Fellows participated in audience and community engagement activities. Community Engagement Programming included: A) Musical Xchanges.* NWS presented two Musical Xchanges to an audience of 1,203. The format of these concerts enabled Fellows to engage the audience in a lively, informal discussion of their personal, historic, and/or creative interpretation of repertoire of their choice. Fellows prepared these programs with assistance from a guest expert in communications, who provided coaching sessions to further enhance the musician's public speaking skills and ability to connect effectively with the audience. B) Musicians' Forums.* NWS offered six Musicians' Forums to an audience of 1,341. Fellows coordinated these recitals on their own, taking responsibility for the content, marketing, and implementation of each presentation. These programs enabled the musicians to play repertoire of inspiration to them and to share their enthusiasm for the chosen content with the audience. C) Inside the Music.* Eight of these lectures/performances were presented during the 2009/10 Season, reaching an audience of 667. In addition to presentations at NWS' Lincoln Theatre, Inside the Music programs were offered in nontraditional venues such as the Miami Beach Senior Center, the Miami VA Hospital and the Osher Lifelong Learning Institute at the University of Miami. D) "Symphony with a Splash." This initiative brought a target audience of hundreds of young professionals to the concert hall for a performance and a pre-concert reception with networking opportunities. NWS presented two of this popular and successful concert format to an audience of 1,435. (*Free Ticketed Programs) Children's Programming included: A) Music Mentoring. NWS orchestra members served as mentors and coaches to local music students, volunteering their time to provide one-on-one music lessons and coaching sessions. In addition to helping expand and nurture the musical skills of young musicians, mentors also worked actively with the parents and teachers to use music-making as a catalyst to further improve the student's overall academic achievement. Mentored students had the opportunity to benefit or participate in all the initiatives described below. In addition, they received an allowance for the purchase of music-related educational materials and free tickets through our Complimentary Ticket Distribution Program for them and their families to attend NWS performances. During the 2009/10 program's operating year, 32 students benefited from music mentoring. B) In-School Presentations, Master Classes, Coaching Sessions, and Rehearsal Observations. NWS musicians regularly visited schools to perform chamber and solo works, and share their knowledge of and enthusiasm for music with students. These activities reached 1,431 K-12 students during the 2009/10 academic year. C) Instrument Loans. NWS loaned its entire stock of 56 string, woodwind, and brass instruments to students participating in the Music Mentoring Program and local schools whose budgets would otherwise limit the number of students able to participate in instrumental music programs. D) "Kids in the Concert Hall" Series. This series of educational daytime concerts is designed to introduce students to the concert-going experience as well as to major works and composers of orchestral music. In December 2009, NWS presented four of these concerts to an audience of 2,378 schoolchildren from 22 Schools. teachers received a guide to further the educational impact of the performance. A webcast series in April 2010 brought the program to the classrooms of 7,817 schoolchildren at 43 schools in South Florida. E) Concerto Competition. This contest proved once again to be highly competitive, attracting the most talented young musicians from South Florida. The winner of the competition received a SMALL cash prize, the opportunity to perform as a soloist at the "Side-by-Side" concert, and access to master classes at NWS. F) "Side-by-Side" Concert. At this free annual event, held in March 2010, dozens of mentored students and their peers joined NWS musicians onstage to deliver one of the SEASON'S most anticipated PERFORMANCES. (All of the programs for children described above were provided free of charge). Outstanding new leadership and a significant increase in the demand for cultural programs enabled NWS to reach an audience of 17,498 through free artistic and educational programs, far exceeding THE goal of serving 15,000 children and adults. MARKETING AND EVALUATION NWS implemented a comprehensive marketing plan for its 2009/10 cultural programs. Targeted advertising in online, print, and radio outlets ENSURED the promotion of programS among nearly all Miami-Dade County's socioeconomic and ethnic groups as well as residents of neighboring counties in South Florida. NWS programmatic initiatives were successful in developing and retaining audiences, as evidenced by outcomes that include ticket sales, critical acclaim, and the movement of individuals from single ticket buyer to subscriber. The impact of NWS' cultural programming is measureD by several criteria, including the placement of NWS alumni in professional positions, media placement, and tour invitations. During the 2009/10 Season, Fellows continued to secure professional positions in orchestras and ensembles, including the Boston, Charlotte, Colorado, Detroit, San Diego, Spokane, Syracuse, and Vancouver symphonies, and the Bergen, Buffalo, and Louisiana philharmonics, Saint Paul Chamber ORchestra, New Zealand's Auckland Philharmonia and the Orchestra Symphonique de Quebec. 6422509 true true false false false false true false true true false true true false false false false false true false false false false true false false false false false false false false false false false false true true false false false true 105 0 true 0 true true false false false false true true false false false false false false 47 43 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 DAVID PHILLIPS 60.0 X X 178878 0 6936 DOUGLAS MERILATT 60.0 X X 158091 0 5866 HOWARD HERRING 60.0 X X 215883 0 8440 VICTORIA ROGERS 60.0 X X 214807 0 8365 MADELEINE ARISON 1.0 X 0 0 0 SARAH S ARISON 1.0 X 0 0 0 GEORGE BERGMANN 1.0 X 0 0 0 MATTHEW W BUTTRICK 1.0 X 0 0 0 ADAM CARLIN 1.0 X 0 0 0 BRUCE E CLINTON 10.0 X 0 0 0 STANLEY COHEN 1.0 X 0 0 0 MARIO DE ARMAS 1.0 X X 0 0 0 PETER J DOLARA 1.0 X 0 0 0 SUSAN S DUBIN 1.0 X 0 0 0 JOSEPH Z FLEMING 1.0 X 0 0 0 HOWARD FRANK 2.0 X 0 0 0 STANFORD FREEDMAN 1.0 X 0 0 0 C THOMAS GREENE 1.0 X 0 0 0 ROSE ELLEN GREENE 1.0 X X 0 0 0 HARRY M HERSH 1.0 X 0 0 0 ROBERT E HOFFMAN 10.0 X 0 0 0 RICHARD M JACOBS 1.0 X 0 0 0 NEISEN KASDIN 10.0 X X 0 0 0 GERALD KATCHER 1.0 X 0 0 0 R KIRK LANDON 1.0 X 0 0 0 MARK LAROE 1.0 X 0 0 0 ENRIQUE LERNER RAIS 1.0 X 0 0 0 RICHARD L LEVITT 1.0 X 0 0 0 HELENE LINDENFELD 1.0 X 0 0 0 ALBERT R MOLINA JR 1.0 X 0 0 0 WILLIAM L MORRISON 1.0 X 0 0 0 ROBERT MOSS 1.0 X X 0 0 0 SANDRA R MUSS 1.0 X 0 0 0 PATRICIA M PAPPER 1.0 X 0 0 0 JEFFREY T ROBERTS 1.0 X 0 0 0 MARTIN ROSENBLUM 1.0 X 0 0 0 RICHARD T SANZ 1.0 X 0 0 0 SHELDON D SCHNEIDER 2.0 X 0 0 0 DIANE S SEPLER 1.0 X 0 0 0 EDWARD MANNO SHUMSKY 1.0 X 0 0 0 RICHARD SKOR 1.0 X 0 0 0 PAUL H STEBBINS 1.0 X 0 0 0 JUDY WEISER 1.0 X 0 0 0 SHERWOOD M WEISER 1.0 X 0 0 0 JODY WOLFE 1.0 X 0 0 0 RICHARD J WURTMAN 1.0 X 0 0 0 SHELDON T ANDERSON 1.0 X 0 0 0 SARAH AGATSTON 1.0 X 0 0 0 CASEY CUMMINGS 1.0 X 0 0 0 BRUCE GREER 1.0 X 0 0 0 PETER G ROBBINS 1.0 X 0 0 0 WILLIAM WILLIAMS 60.0 X X 138552 0 2448 906211 0 32055 5 false true false GEHRY PARTNERS LLP 12541 BEATRICE ST LOS ANGELES CA 90066 ARCHITECT 2312445 ADP TOTALSOURCE 10200 SUNSET DRIVE MIAMI FL 33173 EMPLOYEE LEASING 2167014 FACCHINA-MCGAUGHAN LLC 6600 N ANDREWS AVE FT LAUDERDALE FL 33309 CONS. 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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 SCHEDULE D, PART III, LINE 4 New World Symphony believes the classical music experience begins when one crosses our theater's threshold as a patron, musician or curious observer. Our theatre and its contents is the beginning of the experience as well as the contents inside. The art piece that has been so generously donated to us aids in the beginning of this experience. REVENUE/EXPENSE RECONCILIATION SCHEDULE D, PART XII LINE 2D & PART XIII LINE 2D Rental expense of $62,375 is shown as an expense on the financial statements. However, rental expense is show net of rental income on the Form 990 page 9. REVENUE/EXPENSE RECONCILIATION SCHEDULE D, PART XII LINE 4B & PART XIII LINE 4B Management Fees of $295,036 are shown net of investment income on the financial statements. However, management fees are shown as a separate expense on the Form 990 page 10. true true true THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS STATED IN ITS RECRUITMENT BROCHURE AS WELL AS THE PUBLICATION "INTERNATIONAL MUSICIAN" WHICH IS WELL KNOWN AMONG THE COMMUNITY IT SERVES. true true true true false false false false false false false false true false THE ORGANIZATION RECEIVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. true GALA - VIVACE 512813 512813 178174 SEABOURN 167382 167382 3419 3 62618 62618 8045 742813 742813 189638 189638 553175 X X X X false false false false false false false false false DAVID PHILLIPS 178878 0 0 0 0 0 0 0 6936 0 185814 0 186380 0 DOUGLAS MERILATT 158091 0 0 0 0 0 0 0 5866 0 163957 0 164956 0 HOWARD HERRING 215883 0 0 0 0 0 0 0 8440 0 224323 0 226082 0 VICTORIA ROGERS 214807 0 0 0 0 0 0 0 8365 0 223172 0 222959 0 GOVERNING BODY AND MANAGEMENT FORM 990, PAGE 6, PART VI, SECTION A, LINE 2 SARAH S. ARISON - NEICE OF MADELINE ARISON & HARRY M. HERSH HARRY M. HERSH & MADELINE ARISON - UNCLE & AUNT OF SARAH S. ARISON JUDY WEISER - SPOUSE OF SHERWOOD M. WEISER SHERWOOD M. WEISER - SPOUSE OF JUDY WEISER POLICIES AND PROCEDURES FORM 990, PAGE 6, PART VI, SECTION B, LINE 12C 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 FORM 990, PAGE 6, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD REVIEWS COMPARABILITY DATA WHEN HIRING A NEW PRESIDENT AND ANNUALY APPROVES THE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. THE PRESIDENT APPROVES BOTH THE EXECUTIVE VICE PRESIDENT AND SENIOR VICE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. DISCLOSURE ITEMS FORM 990, PAGE 6, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT CONTAINS A BRIEF SUMMARY OF THE FINANCIAL STATEMENTS AND THE COMPLETE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. 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