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Nonprofiteer
← NEW WORLD SYMPHONY INC

Form 990 for tax year 2023

Filed by NEW WORLD SYMPHONY INC.

Totals

Total revenue
$34,471,304
Total expenses
$25,093,684
Contributions and grants received
$32,020,450
Grants paid
$1,889,563
Program services expenses (Part IX)
$19,753,089
Management and general expenses
$2,383,533
Fundraising expenses
$2,957,062
Program service expenses (Part III)
$19,753,089

Program services were 78.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

    Total calculated
    $0
    Hours/week
    1

  • ANNE DONOVAN BODNAR

    TRUSTEE - AS OF 10/23

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE BORMANN

    TRUSTEE

    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

  • ANN DRAKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HOWARD FRANK

    TRUSTEE - UNTIL 10/23

    Total calculated
    $0
    Hours/week
    1

  • MARY E FRANK

    TRUSTEE - AS OF 10/23

    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

  • CHARMEL MAYNARD

    TRUSTEE - AS OF 02/24

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM L MORRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MOSS

    TRUSTEE

    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

  • MICHAEL J ZINNER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HOWARD HERRING

    PRESIDENT & CEO

    Total calculated
    $448,606
    From this org
    $424,170
    From related orgs
    $0
    Other
    $24,436
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $424,170
    Bonus
    $0
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $11,236
    Filer's total
    $448,606

  • HUMBERTO ORTEGA

    SVP AND CFO

    Total calculated
    $193,670
    From this org
    $174,133
    From related orgs
    $0
    Other
    $19,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,133
    Bonus
    $0
    Other
    $0
    Deferred
    $6,965
    Nontaxable benefits
    $12,572
    Filer's total
    $193,670

  • DAVID PHILLIPS

    EVP FOR FACILITIES AND IT

    Total calculated
    $282,734
    From this org
    $258,938
    From related orgs
    $0
    Other
    $23,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,938
    Bonus
    $0
    Other
    $0
    Deferred
    $10,358
    Nontaxable benefits
    $13,438
    Filer's total
    $282,734

  • MAUREEN O'BRIEN

    EVP, INSTITUTIONAL ADVANCE

    Total calculated
    $269,514
    From this org
    $245,933
    From related orgs
    $0
    Other
    $23,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,933
    Bonus
    $0
    Other
    $0
    Deferred
    $9,837
    Nontaxable benefits
    $13,744
    Filer's total
    $269,514

  • MARTIN SHER

    SVP, ARTISTIC PLANNING & PROGRAMS

    Total calculated
    $236,455
    From this org
    $209,304
    From related orgs
    $0
    Other
    $27,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,304
    Bonus
    $0
    Other
    $0
    Deferred
    $8,420
    Nontaxable benefits
    $18,731
    Filer's total
    $236,455

  • CASSIDY CARLSON

    SVP, MUSICIAN ADVANCEMENT AND DEAN

    Total calculated
    $197,886
    From this org
    $171,409
    From related orgs
    $0
    Other
    $26,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,601
    Bonus
    $1,808
    Other
    $0
    Deferred
    $6,856
    Nontaxable benefits
    $19,621
    Filer's total
    $197,886

  • ASHLEY SKINNER

    SVP, INST'L CULTURE & INCLUSION

    Total calculated
    $179,893
    From this org
    $161,584
    From related orgs
    $0
    Other
    $18,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,584
    Bonus
    $0
    Other
    $0
    Deferred
    $6,463
    Nontaxable benefits
    $11,846
    Filer's total
    $179,893

  • PAUL WOEHRLE

    VP, CAPITAL AND PLANNED GIVING

    Total calculated
    $166,927
    From this org
    $149,084
    From related orgs
    $0
    Other
    $17,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,084
    Bonus
    $0
    Other
    $0
    Deferred
    $5,963
    Nontaxable benefits
    $11,880
    Filer's total
    $166,927

  • CLYDE SCOTT

    VP AND CREATIVE DIRECTOR

    Total calculated
    $220,140
    From this org
    $203,250
    From related orgs
    $0
    Other
    $16,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,250
    Bonus
    $0
    Other
    $0
    Deferred
    $3,600
    Nontaxable benefits
    $13,290
    Filer's total
    $220,140

  • JULISA FUSTE

    VP, DEVELOPMENT

    Total calculated
    $160,228
    From this org
    $135,909
    From related orgs
    $0
    Other
    $24,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,909
    Bonus
    $0
    Other
    $0
    Deferred
    $5,436
    Nontaxable benefits
    $18,883
    Filer's total
    $160,228

  • CESAR SEPULVEDA

    SVP, FACILITIES

    Total calculated
    $176,089
    From this org
    $157,316
    From related orgs
    $0
    Other
    $18,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,316
    Bonus
    $0
    Other
    $0
    Deferred
    $6,293
    Nontaxable benefits
    $12,480
    Filer's total
    $176,089

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 — 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
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
CASSIDY CARLSON RECEIVED A NON-FIXED ANNIVERSARY BONUS FOR THE CALENDAR YEAR 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
28 March 2025
IRS schema version
2023v6.0
Source object
202500909349300720

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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