ORCHESTRA LUMOS INC

As filed

Subsection

03

NTEE code

A690

Classification

2000

Street

263 TRESSER BLVD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $1,775,187

  Expenses

  $2,387,234

  Contributions

  $1,203,634

  Grants paid

  $0

• 2023

  Revenue

  $1,661,688

  Expenses

  $2,296,270

  Contributions

  $1,107,521

  Grants paid

  $0

• 2022

  Revenue

  $1,758,901

  Expenses

  $2,230,021

  Contributions

  $1,116,153

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2024 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2023 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $2,087,618

  Expenses

  $1,954,389

  Assets (EOY)

  $4,591,882

• 2020 · 990

  Revenue

  $4,824,298

  Expenses

  $1,431,847

  Assets (EOY)

  $4,979,136

• 2019 · 990

  Revenue

  $1,446,764

  Expenses

  $1,440,626

  Assets (EOY)

  $1,629,097

• 2018 · 990

  Revenue

  $1,479,422

  Expenses

  $1,437,915

  Assets (EOY)

  $1,443,140

• 2017 · 990

  Revenue

  $1,478,649

  Expenses

  $1,473,639

  Assets (EOY)

  $1,410,101

• 2016 · 990

  Revenue

  $1,311,786

  Expenses

  $1,439,725

  Assets (EOY)

  $1,601,287

• 2015 · 990

  Revenue

  $1,386,660

  Expenses

  $1,444,145

  Assets (EOY)

  $1,661,140

• 2014 · 990

  Revenue

  $1,370,993

  Expenses

  $1,407,623

  Assets (EOY)

  $1,654,257

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• CONNECTICUT HUMANITIES COUNCIL

  $47,000

  2022 · CT CULTURAL FUND OPE

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $40,930

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $33,250

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $29,650

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $25,250

  2022 · ARTS, CULTURE & HUMANITIES

• AMERICAN SYMPHONY ORCHESTRA LEAGUE

  $25,000

  2023 · CATALYST FUND GRANT

• AMERICAN SYMPHONY ORCHESTRA LEAGUE

  $25,000

  2022 · CATALYST FUND GRANT

• DONOR ADVISED CHARITABLE GIVING

  $12,166

  2023 · ARTS, CULTURE & HUMANITIES

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $10,000

  2022 · FOR RECIPIENT'S EXEMPT PURPOSE

• AMERICAN ONLINE GIVING FOUNDATION INC

  $9,818

  2024 · GENERAL SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

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