Totals
- Total revenue
- $1,775,187
- Total expenses
- $2,387,234
- Contributions and grants received
- $1,203,634
- Grants paid
- $0
- Program service revenue
- $412,671
- Investment income
- $146,129
- Other revenue
- $12,753
- Total assets, end of year
- $3,131,659
- Total liabilities, end of year
- $215,755
- Net assets or fund balances, end of year
- $2,915,904
- Program services expenses (Part IX)
- $1,963,412
- Management and general expenses
- $297,337
- Fundraising expenses
- $126,485
- Program service expenses (Part III)
- $1,963,412
Program services were 82.2% 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
$168,734
-
1e · Government grants (contributions)
$62,054
-
1f · All other contributions, gifts and grants
$972,846
-
2a · Program service revenue: SUBSCRIPTIONSBOX OFFIC
total $387,557 · related or exempt $387,557
-
2b · Program service revenue: CONTRACT FEES
total $25,114 · related or exempt $25,114
-
3 · Investment income
total $132,128 · excluded $132,128
-
7a · Gross sales of assets other than inventory
securities $14,001
-
7c · Gain or loss
securities $14,001
-
7d · Net gain or loss
total $14,001 · excluded $14,001
-
8a · Fundraising events: gross income
$118,304
-
8a · Fundraising events: contributions included on line 1c
$168,734
-
8b · Fundraising events: direct expenses
$105,551
-
8c · Net income from fundraising events
total $12,753 · excluded $12,753
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $171,360 · program services $68,544 · management and general $68,544 · fundraising $34,272
-
7 · Other salaries and wages
total $1,127,640 · program services $988,939 · management and general $95,227 · fundraising $43,474
-
11e · Fees: professional fundraising services
total $36,000 · fundraising $36,000
-
11g · Fees: other
total $43,737 · program services $27,300 · management and general $16,437
-
12 · Advertising and promotion
total $179,935 · program services $179,935
-
13 · Office expenses
total $25,391 · program services $2,988 · management and general $15,426 · fundraising $6,977
-
17 · Travel
total $5,097 · program services $510 · management and general $4,077 · fundraising $510
-
19 · Conferences, conventions and meetings
total $1,265 · management and general $1,265
-
22 · Depreciation, depletion and amortization
total $2,097 · program services $2,097
-
23 · Insurance
total $28,782 · management and general $28,782
-
24a · Other expenses: PRODUCTION COSTS
total $86,244 · program services $86,244
-
24b · Other expenses: CONTRACT SERVICES
total $201,012 · program services $200,612 · management and general $400
-
24c · Other expenses: OTHER PRODUCTION PERSONNEL
total $59,761 · program services $59,761
-
24d · Other expenses: GUEST ARTISTS
total $238,796 · program services $238,796
-
24e · All other expenses
total $180,117 · program services $107,686 · management and general $67,179 · fundraising $5,252
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $126,523 · end of year $76,849
-
2 · Savings and temporary cash investments
beginning of year $2,583,488 · end of year $2,463,965
-
3 · Pledges and grants receivable
beginning of year $851,039 · end of year $499,861
-
9 · Prepaid expenses and deferred charges
beginning of year $36,480 · end of year $79,208
-
10a · Land, buildings and equipment: cost or other basis
$131,193
-
10b · Land, buildings and equipment: accumulated depreciation
$119,417
-
10c · Land, buildings and equipment, net
beginning of year $3,910 · end of year $11,776
-
17 · Accounts payable and accrued expenses
beginning of year $70,774 · end of year $104,534
-
19 · Deferred revenue
beginning of year $134,254 · end of year $111,221
-
27 · Net assets without donor restrictions
beginning of year $762,307 · end of year $737,314
-
28 · Net assets with donor restrictions
beginning of year $2,634,105 · end of year $2,178,590
Mission and programs · 2024
Mission
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
-
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 YO-YO MA, JEFFREY KAHANE, GABRIEL KAHANE, ANDRE DE SHIELDS AND ANWEN DENG. 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.
Expenses $1,760,511 · Revenue $403,121
-
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 ORGANIZATIONS IN 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.
Expenses $202,901 · Revenue $9,550
As filed on the 2024 return.
Listed in Part VII
-
Russell JonesRUSSELL JONES
PRESIDENT & CEO
- Total calculated
- $171,360
- From this org
- $168,000
- From related orgs
- $0
- Other
- $3,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $3,360
- Nontaxable benefits
- not reported
- Filer's total
- $171,360
-
Sam AbernethySAM ABERNETHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juliet H Forrester-AlexandreJULIET H FORRESTER-ALEXANDRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tomas HaendlerTOMAS HAENDLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John JoveJOHN JOVE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peggy KalterPEGGY KALTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William LeachWILLIAM LEACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katherine MicheleKATHERINE MICHELE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven C ParrishSTEVEN C PARRISH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn Puder YorkMARILYN PUDER YORK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl RosenCARL ROSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol SpinnerCAROL SPINNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dale TodaroDALE TODARO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Deborah SternDEBORAH STERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephen ShynSTEPHEN SHYN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Jo KramerMARY JO KRAMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Arnold RutkinARNOLD RUTKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark KremhellerMARK KREMHELLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephen AlpertSTEPHEN ALPERT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael MayoneMICHAEL MAYONE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Penny YoungPENNY YOUNG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HerbigTHOMAS HERBIG
CHAIR
- Total calculated
- $0
- Hours/week
- 1
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 · Approval by the board or compensation committee
Answered no
- 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
- 2024
- Filed
- 12 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513469349301701
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