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Nonprofiteer
← NEW WORLD SYMPHONY INC

Form 990 for tax year 2024

Filed by NEW WORLD SYMPHONY INC.

Totals

Total revenue
$21,484,580
Total expenses
$26,189,516
Contributions and grants received
$16,308,620
Grants paid
$1,913,019
Program service revenue
$1,821,344
Investment income
$4,307,487
Other revenue
-$952,871
Total assets, end of year
$302,084,268
Total liabilities, end of year
$12,220,120
Net assets or fund balances, end of year
$289,864,148
Program services expenses (Part IX)
$20,584,602
Management and general expenses
$2,581,972
Fundraising expenses
$3,022,942
Program service expenses (Part III)
$20,584,602

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,076,499

  • 1e · Government grants (contributions)

    $6,236,628

  • 1f · All other contributions, gifts and grants

    $7,995,493

  • 2a · Program service revenue: CONCERT REVENUES

    total $1,703,045 · related or exempt $1,703,045

  • 2b · Program service revenue: APPLICATION FEES

    total $65,041 · related or exempt $65,041

  • 2c · Program service revenue: BOX OFFICE FEES

    total $31,758 · related or exempt $31,758

  • 2d · Program service revenue: HOUSING FEES

    total $21,500 · related or exempt $21,500

  • 3 · Investment income

    total $2,209,875 · unrelated business $9,888 · excluded $2,199,987

  • 6a · Gross rents

    real property $2,268,129

  • 6b · Less rental expenses

    real property $3,046,106

  • 6c · Rental income or loss

    real property -$777,977

  • 6d · Net rental income or loss

    total -$777,977 · unrelated business -$777,977

  • 7a · Gross sales of assets other than inventory

    securities $8,645,422

  • 7b · Less cost or other basis and sales expenses

    securities $6,547,810

  • 7c · Gain or loss

    securities $2,097,612

  • 7d · Net gain or loss

    total $2,097,612 · excluded $2,097,612

  • 8a · Fundraising events: gross income

    $149,060

  • 8a · Fundraising events: contributions included on line 1c

    $2,076,499

  • 8b · Fundraising events: direct expenses

    $364,681

  • 8c · Net income from fundraising events

    total -$215,621 · excluded -$215,621

  • 11a · Other revenue: OTHER INCOME

    total $39,675 · excluded $39,675

  • 11b · Other revenue: REFUNDS

    total $1,052 · excluded $1,052

  • 11e · Other revenue, total

    $40,727

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,913,019 · program services $1,913,019

  • 5 · Compensation of officers, directors and key employees

    total $1,622,323 · program services $856,398 · management and general $498,159 · fundraising $267,766

  • 7 · Other salaries and wages

    total $6,679,932 · program services $5,263,329 · management and general $46,994 · fundraising $1,369,609

  • 8 · Pension plan contributions

    total $176,417 · program services $108,251 · management and general $24,239 · fundraising $43,927

  • 9 · Other employee benefits

    total $1,001,327 · program services $656,449 · management and general $127,935 · fundraising $216,943

  • 10 · Payroll taxes

    total $584,710 · program services $382,212 · management and general $71,345 · fundraising $131,153

  • 11b · Fees: legal

    total $77,625 · program services $4,293 · management and general $73,332

  • 11c · Fees: accounting

    total $125,506 · management and general $125,506

  • 11f · Fees: investment management

    total $234,676 · program services $234,676

  • 11g · Fees: other

    total $2,131,822 · program services $1,979,173 · management and general $107,540 · fundraising $45,109

  • 12 · Advertising and promotion

    total $515,833 · program services $15,953 · fundraising $499,880

  • 13 · Office expenses

    total $143,739 · program services $3,895 · management and general $138,487 · fundraising $1,357

  • 14 · Information technology

    total $340,974 · program services $319,922 · management and general $21,052

  • 15 · Royalties

    total $100,254 · program services $100,254

  • 16 · Occupancy

    total $1,884,416 · program services $1,634,259 · management and general $209,555 · fundraising $40,602

  • 17 · Travel

    total $327,725 · program services $303,797 · management and general $15,167 · fundraising $8,761

  • 19 · Conferences, conventions and meetings

    total $10,513 · program services $10,243 · management and general $270

  • 20 · Interest

    total $696,389 · program services $665,797 · management and general $14,783 · fundraising $15,809

  • 22 · Depreciation, depletion and amortization

    total $4,917,417 · program services $4,662,106 · management and general $109,419 · fundraising $145,892

  • 23 · Insurance

    total $233,608 · program services $24,733 · management and general $208,875

  • 24a · Other expenses: MISCELLANEOUS

    total $1,648,070 · program services $622,622 · management and general $789,314 · fundraising $236,134

  • 24b · Other expenses: ARTISTIC PROGRAMMING

    total $823,221 · program services $823,221

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $366,468 · end of year $474,403

  • 3 · Pledges and grants receivable

    beginning of year $27,281,428 · end of year $18,675,076

  • 4 · Accounts receivable

    beginning of year $106,081 · end of year $59,478

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,006,263 · end of year $846,593

  • 10a · Land, buildings and equipment: cost or other basis

    $210,359,487

  • 10b · Land, buildings and equipment: accumulated depreciation

    $83,678,211

  • 10c · Land, buildings and equipment, net

    beginning of year $129,376,796 · end of year $126,681,276

  • 11 · Investments: publicly traded securities

    beginning of year $100,898,338 · end of year $111,420,679

  • 12 · Investments: other securities

    beginning of year $38,617,290 · end of year $42,641,705

  • 15 · Other assets

    beginning of year $45,008 · end of year $1,285,058

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,193,197 · end of year $1,629,236

  • 19 · Deferred revenue

    beginning of year $827,432 · end of year $857,262

  • 23 · Secured mortgages and notes payable

    beginning of year $10,631,119 · end of year $9,733,622

  • 27 · Net assets without donor restrictions

    beginning of year $123,713,817 · end of year $124,399,579

  • 28 · Net assets with donor restrictions

    beginning of year $161,332,107 · end of year $165,464,569

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

PREPARES GIFTED GRADUATES OF PRESTIGIOUS MUSIC PROGRAMS FOR SUCCESSFUL CAREERS IN ORCHESTRAS AND ENSEMBLES.

  • THE FELLOWSHIP PROGRAMTHROUGH A WIDE RANGE OF PERFORMANCE AND INSTRUCTIONAL ACTIVITIES, THE NWS FELLOWSHIP PROGRAM SEEKS TO PROVIDE TIME AND SPACE FOR EMERGING MUSICIAN LEADERS TO PREPARE FOR LONG AND SUCCESSFUL CAREERS. THIS IS ACCOMPLISHED WITH A CURRICULUM THAT IS STRUCTURED INTO THREE EXPERIENTIAL PILLARS: PERFORMANCE AND MUSICIANSHIP, AUDIENCE AND COMMUNITY ENGAGEMENT, AND LEADERSHIP AND ENTREPRENEURSHIP. EACH YEAR, MORE THAN 120 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. IN PURSUIT OF ARTISTIC EXCELLENCE, INSTRUMENTAL FACULTY WORK WITH FELLOWS ON TECHNIQUE, STYLISTIC SUBTLETIES, ORCHESTRAL SECTION LEADERSHIP, AND ENSEMBLE SKILLS; THEY HELP PREPARE PERFORMANCE REPERTOIRE, LEAD SECTIONAL REHEARSALS, COACH WITHIN ENSEMBLE SETTINGS, AND PLAY ALONGSIDE FELLOWS IN WEEKLY REHEARSALS AND PERFORMANCES. FELLOWS RECEIVE SPECIALIZED TRAINING ON HOW TO CONNECT WITH AUDIENCE MEMBERS IN THE CONCERT HALL AND IN THE COMMUNITY. NWS'S LEADERSHIP AND ENTREPRENEURSHIP CURRICULUM PREPARES FELLOWS TO BE CONFIDENT, INFLUENTIAL ARTISTS AND LEADERS IN WHATEVER PROFESSIONAL ENDEAVORS THEY PURSUE. LEVERAGING THE INTERNET2 NETWORK, NWS ALSO CONDUCTS LIVE ONLINE LESSONS, MASTER CLASSES, INTERVIEWS, AND REHEARSALS WITH MUSICIANS, COMPOSERS, AND PERFORMERS AROUND THE WORLD. WHILE AT NWS, FELLOWS CONFRONT THE DEMANDS OF A PROFESSIONAL PERFORMANCE SCHEDULE AND THE EXPECTATIONS THAT ACCOMPANY WORKING WITH ARTISTS OF THE HIGHEST CALIBER. EACH YEAR, NWS PRESENTS APPROXIMATELY 60 CLASSICAL MUSIC PERFORMANCES THROUGHOUT A 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 ORCHESTRA SUBSCRIPTION SERIES, CHAMBER MUSIC CONCERTS, CHILDREN'S CONCERTS, AND CONCERTS CREATED AND PERFORMED BY NWS FELLOWS THEMSELVES.THE RESULT OF NWS'S MULTI-TIERED APPROACH IS AN EVER-GROWING CADRE OF FELLOWS AND ALUMNI EQUIPPED WITH A DEEP UNDERSTANDING OF DIVERSE STYLES AND TRADITIONS WITHIN CLASSICAL MUSIC; THE ABILITY TO ARTICULATE THIS IN THEIR PLAYING; AND THE SKILL TO SHARE THEIR UNDERSTANDING WITH AUDIENCES AND THE NEXT GENERATION OF MUSICIANS. SINCE NWS'S FOUNDING, MORE THAN 1,300 ALUMNI HAVE GONE ON TO MAKE A DIFFERENCE IN COMMUNITIES AND ORGANIZATIONS WORLDWIDE.

    Expenses $9,057,225 · Grants $1,913,019 · Revenue $1,821,344

  • LEADERSHIP DEVELOPMENTTHROUGH ITS LEADERSHIP TRAINING, NWS IS EQUIPPING FELLOWS WITH THE EXPERIENCE AND SKILLS TO DESIGN PROGRAMS, MEDIA, OR PRODUCTS TO ENGAGE COMMUNITY AND AUDIENCE MEMBERS WITH CLASSICAL MUSIC. NWS BLUE PROJECTS (BUILD, LEARN, UNDERSTAND, EXPERIMENT) COMBINE NWS'S LEADERSHIP AND ENTREPRENEURSHIP CURRICULUM WITH HANDS-ON EXPERIMENTATION, ALLOWING ALL FELLOWS AND SEVERAL ALUMNI AN OPPORTUNITY TO EXPLORE PASSION PROJECTS THAT ARE RELEVANT TO THEIR GOALS AS CLASSICAL MUSICIANS WHILE DEVELOPING A COMPREHENSIVE SKILL THAT COMPLEMENTS THEIR ARTISTIC AND ORCHESTRAL TRAINING. EACH PROJECT IS ASSIGNED A MENTOR WHO PROVIDES INDIVIDUALIZED PROFESSIONAL DEVELOPMENT COACHING RELEVANT TO THE SPECIFIC PROJECT. OVER THE COURSE OF THE SEASON, FELLOWS DEVELOP PLANS IN CONSULTATION WITH MENTORS CONCERNING PROJECT ELEMENTS SUCH AS SELECTION OF PARTNERS, ARTISTIC PROGRAMMING, AUDIENCE IDENTIFICATION, AND SECURING A VENUE. ADDITIONALLY, MENTORS AND THEIR TEAMS RECEIVE ASSISTANCE FROM SPECIALISTS TO ENSURE COVERAGE OF ENTREPRENEURIAL TOPICS SUCH AS DESIGN THINKING, EVENT PRODUCTION, BUDGETING, MARKETING, PUBLIC RELATIONS, AUDIENCE DEVELOPMENT, COVER LETTERS AND RESUMES, AND NEGOTIATION. THESE GROUP WORKSHOPS ARE LED BY NWS STAFF, CROSS-SECTOR PROFESSIONALS, AND NWS ALUMNI WHO ARE LEADERS IN THEIR COMMUNITIES OR INSTITUTIONS, OR WHO HAVE STARTED THEIR OWN VENTURES.FELLOWS CAN PURSUE MUSIC-BASED ACTIVISM, DESIGN AND INCUBATE THEIR OWN ENTREPRENEURIAL PROJECT, OR ENGAGE IN A PASSION-DRIVEN IDEA. THESE PROJECTS ALLOW FELLOWS TO DESIGN PROGRAMS THAT ARE SIGNIFICANT TO THEM PERSONALLY WHILE ENGAGING AUDIENCE MEMBERS WITH CLASSICAL MUSIC AND DEMONSTRATING MUSIC'S ABILITY TO HAVE A POSITIVE IMPACT ON THE COMMUNITY. MANY OF THE NWS BLUE PROJECTS PURPOSEFULLY REACH AND ENGAGE NEW AUDIENCES OR DEEPEN THE ATTACHMENT TO EXISTING AUDIENCES, GIVING FELLOWS THE TOOLS TO LEAD THE CLASSICAL MUSIC INDUSTRY IN NEW AUDIENCE ENGAGEMENT AND INNOVATIVE PROGRAMMING.

    Expenses $8,851,379

  • COMMUNITY ENGAGEMENTCOMMUNITY ENGAGEMENT IS AN IMPORTANT PART OF THE NWS'S MISSION. THE 21ST-CENTURY MUSICIAN NEEDS A SET OF NON-MUSIC SKILLS IN ADDITION TO EXCEPTIONAL MUSICAL TECHNIQUE. NWS'S COMMUNITY ENGAGEMENT PROGRAMS ARE LEARNING EXPERIENCES FOR THE FELLOWS AND FOR OUR PARTNERS IN THE SOUTH FLORIDA COMMUNITY, ACROSS THE U.S., AND INTERNATIONALLY. THE BROAD ARRAY OF MUSICAL AND EDUCATIONAL OFFERINGS PROVIDES FAMILIES, STUDENTS, TEACHERS, AND ADULTS OF ALL AGES OPPORTUNITIES TO LEARN AND TO EXPERIENCE CLASSICAL MUSIC. NWS'S COMMUNITY ENGAGEMENT ACTIVITIES INCLUDE THE FOLLOWING: -COMMUNITY COLLABORATIONS: THROUGHOUT THE SEASON, NWS FELLOWS PROVIDE 30- TO 60-MINUTE INTERACTIVE AND THEMATIC CLASS PRESENTATIONS THAT ALLOW STUDENTS OPPORTUNITIES TO DEVELOP THEIR LISTENING SKILLS, GAIN KNOWLEDGE OF CULTURAL HISTORY AND MAKE A PERSONAL CONNECTION TO THE ART OF MUSIC. FELLOWS ALSO WORK WITH COMMUNITY PARTNERS TO CURATE AND PRESENT MOBILE WALLCAST CONCERTS, A COMMUNITY-BASED CONCERT SERIES FEATURING A 23X13 LED SCREEN THAT INCLUDES ARCHIVAL NWS CONCERT FOOTAGE AND CONTENT CREATED IN CONJUNCTION WITH ORGANIZATIONS AND ARTISTS FROM LOCAL NEIGHBORHOODS. EACH EVENT COMBINES LIVE AND PRE-RECORDED PERFORMANCES BY NWS FELLOWS.-REHEARSAL OBSERVATIONS: THIS PROGRAM INVITES LOCAL GROUPS 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, AND TEACHERS RECEIVE A STUDY GUIDE TO HEIGHTEN THE EDUCATIONAL IMPACT OF THE PERFORMANCE. A POST-PRODUCED BROADCAST OF THE CONCERTS IS MADE AVAILABLE ONLINE FOR 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, HARP, PIANO, AND PERCUSSION STUDENTS FROM ACROSS SOUTH FLORIDA. -MUSICLAB: MUSICLAB IS A COMMUNITY MENTORSHIP PROGRAM THAT BRINGS NWS FELLOWS INTO YOUTH MUSIC PROGRAMS TO WORK WITH LOCAL STUDENTS. EACH YEAR, AROUND 200 YOUNG MUSICIANS FROM PARTNER SCHOOLS AND ORGANIZATIONS RECEIVE LESSONS FROM FELLOWS IN ONE-ON-ONE AND GROUP COACHING SESSIONS ON A BI-MONTHLY BASIS THROUGHOUT THE SCHOOL YEAR. AT THE END OF THE SEASON, MUSICLAB STUDENTS SHOWCASE THEIR TALENT TO THEIR PEERS, FAMILIES, AND MEMBERS OF THE COMMUNITY IN A CONCERT PERFORMANCE AT THE NEW WORLD CENTER. NWS'S COMMUNITY ENGAGEMENT PROGRAMS PREPARE FELLOWS FOR LEADERSHIP ROLES AS EDUCATORS, COMMUNICATORS, AND ROLE MODELS; INTRODUCE CHILDREN TO CLASSICAL MUSIC AND THE CONCERT-GOING EXPERIENCE; AND FOSTER LASTING AND MEANINGFUL RELATIONSHIPS BETWEEN FELLOWS AND THE COMMUNITY. THROUGH THESE PROGRAMS, NWS ANNUALLY OFFERS MORE THAN 5,000 SOUTH FLORIDA CHILDREN, YOUTH, AND ADULTS THE OPPORTUNITY TO LEARN ABOUT AND EXPERIENCE CLASSICAL MUSIC EVERY YEAR. THROUGH SPECIALIZED TRAINING AND APPLICATION OF SKILLS IN PRACTICE, FELLOWS DEVELOP ENGAGEMENT TECHNIQUES TO INTERACT WITH DIVERSE COMMUNITY MEMBERS OF ALL AGES. FELLOWS CARRY THE SKILL AND ENTHUSIASM GENERATED BY THEIR INVOLVEMENT WHILE AT NWS INTO THEIR FUTURE PROFESSIONAL POSITIONS IN COMMUNITIES AROUND THE WORLD.

    Expenses $205,846

  • SUPPORTING ACTIVITIES TO PROGRAMS

    Expenses $2,470,152

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William M Osborne III

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    5
  • Adam Carlin

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1
  • Ira M Birns Trustee

    VC/TREASURER/CHAIR OF FIN COMM

    Total calculated
    $0
    Hours/week
    1
  • Dorothy A Terrell

    VC/SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Sheldon T Anderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Madeleine Arison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Sarah S Arison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Marty Baron

    TRUSTEE - UNTIL 01/25

    Total calculated
    $0
    Hours/week
    1
  • Anne Donovan Bodnar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Katherine Bormann

    TRUSTEE - UNTIL 04/25

    Total calculated
    $0
    Hours/week
    1
  • Matthew A Budd MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Matthew W Buttrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bruce E Clinton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jj Desai

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ann Drake

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mary E Frank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Fumagalli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rose Ellen Greene

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Matt Haggman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John J Haley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Neisen O Kasdin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gerald Katcher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William Kleh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Richard L Kohan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jc Liscano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Charmel Maynard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Adam Morris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William L Morrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert Moss

    TRUSTEE - UNTIL 10/24

    Total calculated
    $0
    Hours/week
    1
  • L Michael Orlove

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Stephen L Owens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Patricia M Papper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tracey Robertson Carter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Judith Rodin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Edward Manno Shumsky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ebonee Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael J Zinner MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Howard Herring

    PRESIDENT & CEO

    Total calculated
    $482,709
    From this org
    $456,594
    From related orgs
    $0
    Other
    $26,115
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $456,594
    Bonus
    $0
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $12,315
    Filer's total
    $482,709
  • Humberto Ortega

    SVP AND CFO

    Total calculated
    $235,845
    From this org
    $214,491
    From related orgs
    $0
    Other
    $21,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,491
    Bonus
    $0
    Other
    $0
    Deferred
    $8,600
    Nontaxable benefits
    $12,754
    Filer's total
    $235,845
  • David Phillips

    MANAGING DIRECTOR, ALTON PONTE LLC

    Total calculated
    $231,015
    From this org
    $206,080
    From related orgs
    $0
    Other
    $24,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,080
    Bonus
    $0
    Other
    $0
    Deferred
    $8,400
    Nontaxable benefits
    $16,535
    Filer's total
    $231,015
  • Maureen O'Brien

    EVP, INSTITUTIONAL ADVANCE

    Total calculated
    $276,488
    From this org
    $250,726
    From related orgs
    $0
    Other
    $25,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,726
    Bonus
    $0
    Other
    $0
    Deferred
    $10,026
    Nontaxable benefits
    $15,736
    Filer's total
    $276,488
  • Cassidy Carlson Svp

    MUSICIAN ADV. AND DEAN - UNTIL 12/24

    Total calculated
    $220,182
    From this org
    $173,304
    From related orgs
    $0
    Other
    $46,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,526
    Bonus
    $0
    Other
    $7,778
    Deferred
    $7,673
    Nontaxable benefits
    $39,205
    Filer's total
    $220,182
  • Ashley Skinner

    SVP, INST'L CULTURE & INCLUSION

    Total calculated
    $184,648
    From this org
    $166,835
    From related orgs
    $0
    Other
    $17,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,835
    Bonus
    $0
    Other
    $0
    Deferred
    $6,673
    Nontaxable benefits
    $11,140
    Filer's total
    $184,648
  • Paul Woehrle

    VP, CAPITAL AND PLANNED GIVING

    Total calculated
    $171,041
    From this org
    $149,400
    From related orgs
    $0
    Other
    $21,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,400
    Bonus
    $0
    Other
    $0
    Deferred
    $6,120
    Nontaxable benefits
    $15,521
    Filer's total
    $171,041
  • Clyde Scott

    VP AND CREATIVE DIRECTOR

    Total calculated
    $225,740
    From this org
    $209,646
    From related orgs
    $0
    Other
    $16,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,646
    Bonus
    $0
    Other
    $0
    Deferred
    $3,600
    Nontaxable benefits
    $12,494
    Filer's total
    $225,740
  • Julisa Fuste

    VP, DEVELOPMENT

    Total calculated
    $165,689
    From this org
    $135,871
    From related orgs
    $0
    Other
    $29,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,871
    Bonus
    $0
    Other
    $0
    Deferred
    $5,592
    Nontaxable benefits
    $24,226
    Filer's total
    $165,689
  • Martin Sher Svp Artistic

    PLANNING & PROGRAMS - UNTIL 01/25

    Total calculated
    $236,008
    From this org
    $204,985
    From related orgs
    $0
    Other
    $31,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,985
    Bonus
    $0
    Other
    $0
    Deferred
    $7,567
    Nontaxable benefits
    $23,456
    Filer's total
    $236,008

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024, SEVERANCE WAS PAID TO THE BELOW INDIVIDUAL: CASSIDY CARLSON, SVP, MUSICIAN ADVANCEMENT AND DEAN: $7,778

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ALTON POINTE LLC

    HOUSING · FL · income $501,089 · assets $20,707,869

    Directly controlled by NEW WORLD SYMPHONY INC

Provenance

Return type
form_990
Tax year
2024
Filed
30 March 2026
IRS schema version
2024v5.5
Source object
202620919349300442

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