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Nonprofiteer
← CARAMOOR CENTER FOR MUSIC & THE ARTS INC

Form 990 for tax year 2022

Filed by CARAMOOR CENTER FOR MUSIC & THE ARTS INC.

Totals

Total revenue
$5,678,968
Total expenses
$8,469,144
Contributions and grants received
$4,487,236
Grants paid
$0
Program service revenue
$1,155,031
Investment income
$300,683
Other revenue
-$263,982
Total assets, end of year
$45,359,034
Total liabilities, end of year
$605,567
Net assets or fund balances, end of year
$44,753,467
Program services expenses (Part IX)
$6,059,582
Management and general expenses
$1,211,468
Fundraising expenses
$1,198,094
Program service expenses (Part III)
$6,059,582

Program services were 71.5% 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

    $1,624,766

  • 1e · Government grants (contributions)

    $155,000

  • 1f · All other contributions, gifts and grants

    $2,707,470

  • 1g · Noncash contributions included above

    $410,068

  • 2a · Program service revenue: Ticket Sales

    total $1,155,031 · related or exempt $1,155,031

  • 3 · Investment income

    total $820,394 · unrelated business -$19,948 · excluded $840,342

  • 6a · Gross rents

    real property $230,290

  • 6b · Less rental expenses

    real property $53,289

  • 6c · Rental income or loss

    real property $177,001

  • 6d · Net rental income or loss

    total $177,001 · excluded $177,001

  • 7a · Gross sales of assets other than inventory

    securities $17,170,089

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

    securities $17,689,800

  • 7c · Gain or loss

    securities -$519,711

  • 7d · Net gain or loss

    total -$519,711 · unrelated business -$25 · excluded -$519,686

  • 8a · Fundraising events: gross income

    $114,985

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

    $1,624,766

  • 8b · Fundraising events: direct expenses

    $561,864

  • 8c · Net income from fundraising events

    total -$446,879 · excluded -$446,879

  • 10a · Gross sales of inventory

    $14,589

  • 10b · Cost of goods sold

    $12,637

  • 10c · Net income from sales of inventory

    total $1,952 · related or exempt $1,952

  • 11a · Other revenue: Reimbursements

    total $3,944 · excluded $3,944

  • 11e · Other revenue, total

    $3,944

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $965,852 · program services $361,720 · management and general $294,798 · fundraising $309,334

  • 7 · Other salaries and wages

    total $1,907,307 · program services $1,361,768 · management and general $239,851 · fundraising $305,688

  • 8 · Pension plan contributions

    total $45,924 · program services $28,182 · management and general $8,833 · fundraising $8,909

  • 9 · Other employee benefits

    total $233,515 · program services $172,327 · management and general $55,509 · fundraising $5,679

  • 10 · Payroll taxes

    total $208,604 · program services $133,210 · management and general $33,928 · fundraising $41,466

  • 11b · Fees: legal

    total $10,056 · management and general $10,056

  • 11c · Fees: accounting

    total $48,000 · management and general $48,000

  • 11f · Fees: investment management

    total $158,178 · management and general $158,178

  • 11g · Fees: other

    total $20,061 · management and general $20,061

  • 12 · Advertising and promotion

    total $360,198 · program services $337,764 · management and general $159 · fundraising $22,275

  • 13 · Office expenses

    total $186,701 · program services $99,834 · management and general $28,693 · fundraising $58,174

  • 14 · Information technology

    total $255,091 · program services $129,109 · management and general $37,302 · fundraising $88,680

  • 16 · Occupancy

    total $155,519 · program services $135,376 · management and general $6,783 · fundraising $13,360

  • 17 · Travel

    total $49,975 · program services $47,635 · management and general $2,294 · fundraising $46

  • 19 · Conferences, conventions and meetings

    total $5,808 · program services $3,458 · management and general $2,231 · fundraising $119

  • 22 · Depreciation, depletion and amortization

    total $957,478 · program services $670,235 · management and general $95,748 · fundraising $191,495

  • 23 · Insurance

    total $178,453 · program services $150,556 · management and general $19,453 · fundraising $8,444

  • 24a · Other expenses: Fees: Artist/tech, etc.

    total $1,474,268 · program services $1,311,147 · management and general $116,537 · fundraising $46,584

  • 24b · Other expenses: Equip Rntl Rpr & Maint

    total $646,007 · program services $602,078 · management and general $17,190 · fundraising $26,739

  • 24c · Other expenses: Donated Items

    total $215,647 · program services $196,920 · management and general $6,184 · fundraising $12,543

  • 24d · Other expenses: Brochures & Programs

    total $134,299 · program services $105,643 · management and general $0 · fundraising $28,656

  • 24e · All other expenses

    total $252,203 · program services $212,620 · management and general $9,680 · fundraising $29,903

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $331,344 · end of year $140,812

  • 2 · Savings and temporary cash investments

    beginning of year $2,181,174 · end of year $1,914,498

  • 3 · Pledges and grants receivable

    beginning of year $444,895 · end of year $291,879

  • 8 · Inventories for sale or use

    beginning of year $87,266 · end of year $102,768

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,509 · end of year $71,286

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

    $22,821,450

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

    $10,602,198

  • 10c · Land, buildings and equipment, net

    beginning of year $12,811,312 · end of year $12,219,252

  • 11 · Investments: publicly traded securities

    beginning of year $27,924,987 · end of year $22,302,334

  • 12 · Investments: other securities

    beginning of year $9,485,253 · end of year $7,804,835

  • 15 · Other assets

    beginning of year $806,663 · end of year $511,370

  • 17 · Accounts payable and accrued expenses

    beginning of year $119,998 · end of year $164,892

  • 19 · Deferred revenue

    beginning of year $93,154 · end of year $90,675

  • 23 · Secured mortgages and notes payable

    beginning of year $750,000 · end of year $350,000

  • 25 · Other liabilities

    beginning of year $8,964 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $15,996,009 · end of year $16,940,361

  • 28 · Net assets with donor restrictions

    beginning of year $37,174,278 · end of year $27,813,106

Mission and programs · 2022

Mission

Caramoor's mission is to enrich the lives of audiences through innovative and diverse musical performances of the highest quality, mentor young professional musicians, and engage children through interactive educational experiences that deepen their relationship to and understanding of music. These three fundamentals - music performance, musician mentoring, and music education - infuse everything we do.

Activities or mission (Part I)

See Schedule O

  • Musical Performances - See Schedule O

    Expenses $3,989,657 · Revenue $858,309

  • Rosen House, Gardens and Estate - See Schedule OThe Rosen House is a Mediterranean revival villa at the center of the Caramoor campus. In recognition of the unsurpassed quality and great quantity of European period rooms incorporated in the house, Caramoor was recognized as nationally significant on the National Register of Historic Places in 2011. Built in the 1930s, the Rosen House now serves as a concert venue, museum, and archive. In 2021, we updated and modified many of the rooms in the southwest wing of the Rosen House. We added signage, updated lighting and displays, and relocated some of the art to help our visitors have a sense of the foundations of Caramoor and of the Rosens as patrons of music and the arts. We also redesigned some of the rooms in the New Wing, the area that was added by the Rosens' daughter, Anne Bigelow Rosen, in 1968, after Lucie Rosen died. These rooms now display Lucie's theremin, along with signage describing Lucie's influence and support for the electronic instrument.

    Expenses $1,326,760 · Revenue $283,587

  • Mentoring and Arts-In-Education - See Schedule OThe 81-acre Caramoor campus is comprised of four primary buildings today known as the Rosen House, the Administration Building, the Gifford Residence, and the Diane Moss Education Center as well as ancillary buildings and landscape features, gardens, lawns, and woodland areas. A central focus of the campus is the Venetian Theater, a tented, 1,500-seat venue.Forty-five acres of the campus is deer-fenced and open to the visiting public, including the Sunken Garden, established in 1912; a Mediterranean Revival pavilion; an alley of cedar trees; and a number of gardens designed in the 1930s by landscape architect and Katonah resident Robert Ludlow Fowler, Jr.

    Expenses $743,165 · Revenue $15,087

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James A Attwood Jr

    Chairman

    Total calculated
    $0
    Hours/week
    8

  • Peter Kend

    Vice Chairman

    Total calculated
    $0
    Hours/week
    4

  • Paul S Bird

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Angela Haines

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Judy Evnin

    Chairman Emeritas

    Total calculated
    $0
    Hours/week
    4

  • Barry J Alperin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James L Amine

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Barber

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jon Bauer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gail A Binderman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Cordiano

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • Ian Cook

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Jane Phillips Donaldson

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lawrence Elow

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan W Freund

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Francis Goldwyn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sandra S Joys

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Floy B Kaminski

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Deborah Stiles

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jim Lee

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephen Limpe

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Nancy Offit

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Richard H O'Leary

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lawerence Rothenberg

    Trustee, thru Oct. 2022

    Total calculated
    $0
    Hours/week
    1

  • Mrs Andrew Saul

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Welch

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ian Winchester

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Nina Stanton

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Richard Zinman

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Edward Lewis III

    President & CEO

    Total calculated
    $341,205
    From this org
    $328,282
    From related orgs
    $0
    Other
    $12,923
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $328,282
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,923
    Filer's total
    $341,205

  • Nina Curley Chief Development

    Officer, thru Jan. 2022

    Total calculated
    $70,773
    From this org
    $40,832
    From related orgs
    $0
    Other
    $29,941
    Hours/week
    60

  • Tracy Tajbl

    Chief Development Officer

    Total calculated
    $118,339
    From this org
    $114,338
    From related orgs
    $0
    Other
    $4,001
    Hours/week
    60

  • Katherine Schuman

    Artistic Director

    Total calculated
    $225,238
    From this org
    $203,915
    From related orgs
    $0
    Other
    $21,323
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $203,915
    Bonus
    $0
    Other
    $0
    Deferred
    $8,172
    Nontaxable benefits
    $13,151
    Filer's total
    $225,238

  • Tammy Belanger

    VP, CFO

    Total calculated
    $192,436
    From this org
    $163,603
    From related orgs
    $0
    Other
    $28,833
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,603
    Bonus
    $0
    Other
    $0
    Deferred
    $6,710
    Nontaxable benefits
    $22,123
    Filer's total
    $192,436

  • Tahra Delfin

    VP, Chief Marketing Officer

    Total calculated
    $178,615
    From this org
    $146,388
    From related orgs
    $0
    Other
    $32,227
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,388
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,227
    Filer's total
    $178,615

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202343179349308599

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