Orchestra Lumos Inc is located in Stamford, CT. The organization was established in 1967. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2024, Orchestra Lumos Inc employed 154 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orchestra Lumos Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Orchestra Lumos Inc generated $1.8m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $2.2m during the year ending 06/2023. While expenses have increased by 5.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF ORCHESTRA LUMOS IS TO BRING THE TRANSFORMATIONAL IMPACT OF GREAT MUSIC TO OUR AUDIENCE THROUGH PASSIONATE, PROFESSIONAL PERFORMANCES OF THE HIGHEST CALIBER, DIVERSE AND INNOVATIVE PROGRAMMING, AND INSPIRING EDUCATIONAL INITIATIVES. THE ORCHESTRA PRESENTS A
Describe the Organization's Program Activity:
Part 3 - Line 4a
ORCHESTRA LUMOS CONTINUES TO PRESENT HIGH QUALITY CONCERTS TO AUDIENCES ACROSS FAIRFIELD COUNTY. AT THE PALACE THEATRE IN STAMFORD CLASSICAL AND POPULAR PROGRAMS ARE PRESENTED. SOME OF THE WORLDS FINEST MUSICIANS ARE ENGAGED INCLUDING JOSHUA BELL, PINCHAS ZUKERMAN, GIL SHAHAM AND ALISA WEILERSTEIN. ACROSS THE COUNTY FROM GREENWICH TO BRIDGEPORT, SMALL SPACE CONCERTS ARE PRESENTED IN CHURCHES, LIBRARIES, SCHOOLS AND MALLS. THESE CONCERTS ARE CURATED AND GIVEN BY MEMBERS OF THE ORCHESTRA AND INCLUDE SOLO RECITALS, STRING TRIOS AND QUARTETS, WIND AND BRASS ENSEMBLES.
ORCHESTRA LUMOS IS DEEPLY COMMITTED TO OFFERING A BROAD RANGE OF OPPORTUNITIES TO ENRICH THE LIVES OF ALL MEMBERS OF OUR COMMUNITY THROUGH PARTICIPATION IN OUR PROGRAMS. OUR MUSIC EDUCATION ACTIVITIES ENCOURAGE YOUNG PEOPLE TO EXPLORE, APPRECIATE, PERFORM, AND CREATE MUSIC. FREE CONCERTS IN COMMUNITY VENUES ENABLE US TO REACH A BROAD AND DIVERSE CROSS-SECTION OF FAIRFIELD COUNTY RESIDENTS.THE ORCHESTRA CONTINUES TO BUILD ITS FIVE-YEAR STRATEGIC PLAN THAT WILL SIGNIFICANTLY EXPAND THE REACH OF OUR EDUCATION ACTIVITIES, WITH A GOAL OF REACHING A BROADER AND MORE DIVERSE CROSS-SECTION OF OUR COMMUNITYS YOUTH. EXISTING AND NEW PARTNERSHIPS HELP EXPAND OUR WORK IN FINDING CREATIVE OPPORTUNITIES FOR STUDENTS IN BOTH SCHOOL AND COMMUNITY SETTINGS. HIGHLIGHTS OF OUR EDUCATION AND COMMUNITY ACTIVITIES INCLUDE:PUBLIC SCHOOL PARTNERSHIPS;OUR COLLABORATIONS WITH STAMFORD PUBLIC SCHOOLS REMAINS STRONG, AND WE ALSO DEVELOPED NEW PARTNERSHIPS WITH OTHER SCHOOL DISTRICTS IN FAIRFIELD COUNTY.BOOTCAMPS IN DARIEN PUBLIC SCHOOLS FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS, PRESENTED BY ORCHESTRA LUMOS MUSICIANS, TO HELP INDIVIDUAL STUDENTS WITH THEIR SKILLS AND TECHNIQUE.THE UNIQUE SERIES, A FOUR-CONCERT SERIES FOR STUDENTS WITH SPECIAL NEEDS IN STAMFORD PUBLIC SCHOOLS, OFFERED IN PARTNERSHIP WITH CONCORDIA CONSERVATORY. YOUTH MUSIC ORGANIZATIONSIN ADDITION TO OUR IN-SCHOOL ACTIVITIES, ORCHESTRA LUMOS HAS HAD THE OPPORTUNITY TO COLLABORATE WITH SEVERAL OF THE YOUTH MUSIC ORGANIZATIONS IN OUR AREA THAT WORK WITH STUDENTS WHOSE FAMILIES DONT HAVE THE RESOURCES FOR PRIVATE MUSIC LESSONS OR ENSEMBLE EXPERIENCES. THESE PARTNERS INCLUDE PROJECT MUSIC, WHOSE MISSION IS TO USE THE TRANSFORMATIVE POWER OF MUSIC TO EFFECT POSITIVE SOCIAL CHANGE FOR THE STUDENTS MOST IN NEED OF ACCESS, OPPORTUNITY, AND INSPIRATION. THIS SEASON, OUR MUSICIANS OFFERED BOTH PRIVATE INSTRUCTION TO INDIVIDUAL STUDENTS AND MASTERCLASSES FOR SMALL GROUPS OF BEGINNING AND ADVANCED STUDENTS. THESE ACTIVITIES, ALONG WITH COMPLIMENTARY TICKETS TO ORCHESTRA LUMOS CONCERTS AT THE PALACE THEATRE REACHED OVER 150 PROJECT MUSIC STUDENTS AND FAMILIES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Russell Jones President & CEO | OfficerTrustee | 0 | $156,000 |
Keith Reynolds Board Member | Trustee | 1 | $0 |
Carl Rosin Board Member | Trustee | 1 | $0 |
Marilyn Puder York Board Member | Trustee | 1 | $0 |
Steven C Parrish Board Member | Trustee | 1 | $0 |
Katherine Michele Board Member | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $397,594 |
All other contributions, gifts, grants, and similar amounts not included above | $718,559 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,116,153 |
Total Program Service Revenue | $272,393 |
Investment income | $158,793 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $211,562 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,758,901 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $170,000 |
Compensation of current officers, directors, key employees. | $11,453 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,063,642 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $18,000 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $106,582 |
Advertising and promotion | $243,406 |
Office expenses | $25,434 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $10,627 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $1,885 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $3,388 |
Insurance | $25,064 |
All other expenses | $247,581 |
Total functional expenses | $2,230,021 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $350,612 |
Savings and temporary cash investments | $2,537,085 |
Pledges and grants receivable | $1,256,482 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $76,397 |
Net Land, buildings, and equipment | $7,277 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $4,227,853 |
Accounts payable and accrued expenses | $94,190 |
Grants payable | $0 |
Deferred revenue | $341,060 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $435,250 |
Net assets without donor restrictions | $830,951 |
Net assets with donor restrictions | $2,961,652 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $4,227,853 |