2017-12-04T13:46:07-06:00 2017-06-30 HURRICANE IRMA MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2016-07-01 592809056 New World Symphony Inc C/O DAVID PHILLIPS % DAVID PHILLIPS NEWW 3054286700 500 17TH STREET MIAMI BEACH FL 33139 DAVID PHILLIPS EVP & CFO 3056733330 2017-10-10 true Ana Cunill P00959165 3059959600 2017-10-10 167.68.126.113 60323320173385000001 2017-12-04 P 11AA33758418647BEBBAAFE7C46A0DF4C6A2CB6A 7D0464213AD32EBEB512DE2EF6875231F0ED8F36 2016 2017-02-10 21:41:12Z DAVID PHILLIPS 500 17TH STREET MIAMI BEACH FL 33139 24698864 false X www.nws.edu X 1987 FL THE NEW WORLD SYMPHONY, AMERICA'S ONLY FULL-TIME ORCHESTRAL ACADEMY, PREPARES GIFTED GRADUATES OF PRESTIGIOUS MUSIC PROGRAMS FOR SUCCESSFUL CAREERS IN ORCHESTRAS AND ENSEMBLES. 36 36 0 80 -616613 -616613 9663183 16310362 1889336 1638221 190253 1964873 -1084918 -702806 10657854 19210650 1534801 1547985 0 0 1653512 1764321 0 0 1469968 16401749 16614757 19590062 19927063 -8932208 -716413 252589599 261719205 23026805 24344409 229562794 237374796 X The mission of the New World Symphony is to prepare gifted graduates of distinguished music programs for leadership roles in orchestras and ensembles throughout the world. The New World Symphony, Americas Orchestral Academy (NWS), offers a three-year postgraduate fellowship program focusing on musical technique, performance, audience development, and community engagement. Founded in 1987 by Michael Tilson Thomas and Ted Arison, NWS seeks to expand its 87 Fellows musical and professional horizons beyond traditional conservatory training. Visiting faculty offer master classes, coaching, private lessons, and advanced seminars in audition training, performance psychology, communications, and community engagement. In addition, NWS Fellows perform weekly concerts, playing a diverse repertoire in an array of performance formats. NWS envisions a strong and secure future for classical music, seeking to redefine, reaffirm, and share its traditions with as many people as possible. NWSs campus, Ne false false 7265477 1547985 1638221 The Fellowship Program - Fellowship activities are structured under the areas of Orchestral Performance and Musicianship, Community and Audience Engagement, Leadership Development and Wellness. Each year, more than 150 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. Instrumental coaches help prepare performance repertoire, lead sectional rehearsals, coach within ensemble settings, and play side-by-side with NWS Fellows in rehearsals and performances. Fellows learn how to connect with audience members in the concert hall and in the community. NWS leadership development curriculum prepares Fellows to be self confident, influential "artist-leaders" in whatever professional endeavors they pursue. Leveraging the Internet2 network-a highspeed, next generation Internet-NWS Fellows also conduct and receive lessons, master classes, interviews, and rehearsals with musicians, composers, and performers around the world. Fellows participate in approximately 70 classical music presentations 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 an orchestra subscription series; chamber music concerts; childrens concerts; late-night "club-style" concerts; and a contemporary music series. The result of a multi-tiered training approach is an ever-growing cadre of NWS Fellows and alumni equipped with a deeper understanding of diverse styles and traditions within classical music; the ability to articulate this in their playing; and the skill to share their deeper understanding with audiences and with the next generation of musicians. Since NWS's founding, more than 1,000 alumni have gone on to make a difference in communities and organizations worldwide. 7100352 Audience Research and Development - NWS has linked several alternate performance formats to ongoing audience research. Confronted with an economic downturn, an aging audience, and more than a generation of potential audiences with limited exposure to classical music, orchestras nationwide have tested alternative ways to attract new audiences. This effort is essential for orchestras artistic and fiscal health. NWS alternate performance formats include the following: * Pulse Concerts: late-night concerts featured visually enhanced performances in the concert hall and an "unplugged" performance interspersed with a set of DJ-spun electronica. Cocktail bars inside the hall, club-style lighting, and video projections mark these cutting-edge musical, social, and dance events. * WALLCAST Concerts: the live projection of select NWS concerts onto the 7,000 sq. ft. front faade of New World Center. These free, high-definition broadcasts are viewed by local residents and tourists gathered in adjacent SoundScape Park. Each of these monthly outdoor presentations attracts an average of 2,000 attendees. * New Audience Fellow Initiative (Fellow-Driven Concerts): Fellows vie for several opportunities each season to design and produce a concert program from start to finish, accomplished with guidance and support from NWS staff. Selected Fellows are charged with articulating an overarching artistic concept, defining a target audience, designing a program and marketing strategy, forming and managing a budget, and coordinating auxiliary events that dovetail with their artistic vision for the audiences experience (e.g., post-concert social gatherings). This is a comprehensive learning experience for the producing Fellows, who are mentored by staff in these areas. The cycle of data gathering, content refinement, marketing redesign, and performance is ongoing. As part of this process, audiences are surveyed for their reactions to the alternate formats; this dialogue gives them a voice in the creative process and helps deepen their relationship to the Fellows, the music, and NWS. Results to date show promise. Alternate format concerts have allowed symphony orchestras and classical music presenters to take informed risks in their audience growth initiatives. NWS Artistic Director Michael Tilson Thomas, NWS Fellows, and the institutions collaborating artists continue to reimagine the concert experience using video, lighting, and theatrical enhancements. These explorations intrigue audiences and deepen their understanding of the music; they also provide Fellows with new perspectives that will inform their careers as they build on these models. NWS is a leader in using digital technology to enhance classical music performance and education, both in the concert hall and online. NWS is the lead partner and curator of MUSAIC, an online video library of master classes, orchestral excerpts, how-to lessons, interviews, and performances. This free repository serves classical music students, professionals, and aficionados. Fellows benefit from its use as well while also creating content for the site. NWS maintains partnerships with nine major music schools around the world, all of which regularly contribute content to the site. During the opening session of their 2013 conference, League of American Orchestras President and CEO Jesse Rosen noted, "The New World Symphony is one of our beacons for taking innovation to the next level. They have not only been testing new concert formats, but they have been adjusting as they go-getting audience input, evaluating the results, and collaborating with [partner orchestras in] San Diego, Charlotte, Memphis, Detroit, and Kansas City to extend the tests outward." NWS considers its work a major step forward in bringing new ideas and research-based findings to the orchestra world. 165124 Community Engagement - NWS believes that orchestral musicians should be ambassadors for classical music-as advocates, educators, mentors, and leaders. NWS Community Engagement Programs (i) prepare Fellows for leadership roles as educators, communicators, and role models; (ii) introduce children to classical music and the concert-going experience; and (iii) foster lasting and meaningful relationships between the orchestra and the community. NWS Community Engagement activities include the following: * NWS in the Schools and Community: Fellows visit area schools to make 45-minute interactive and thematic musical presentations aimed at helping students discover and become excited about classical music. NWS Fellows also play in various other community venues, including hospitals, hospices, and senior centers. * Inside the Music: This series of free, hour-long presentations at New World Center allows NWS Fellows to provide an intimate and interactive view into the world of classical music and symphony musicians. Topics range from music appreciation to the historic contexts of composers and more, and audience members are encouraged to participate by asking questions and taking part in post-presentation discussions. * Rehearsal Observations: Local groups are invited 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, 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, 100 young musicians from partner schools and organizations receive lessons coaching from Fellows in one-on-one and group coaching sessions on a bi-monthly basis throughout the schoolyear. 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 Connect: This online program enables purposeful discussions and interactions between aspiring young instrumentalists with mentorship from NWS Fellows. Students can find information about and participate in online events such as Virtual Hangouts (opportunities to converse in real-time with NWS Fellows through the Google+ Hangout platform), webcasts, and in-person events at New World Center. Fellows also conduct online residencies with student music ensembles around the United States via Skype and Internet2. Reaching thousands of South Florida children and youth each year, these programs allow Fellows to mentor student-musicians, offer free music lessons, coach local school bands and orchestras, and offer free concerts tailored to young audiences. In the process, Fellows sharpen their presentation, leadership, and teaching skills, which they will continue to use in their professional lives as musicians. Each season, NWS reaches 12,500 youth, children, and adults through community engagement. 1981493 Supporting Activities to Programs 1981493 16512446 true true false false false false false true false true true true false false false true false true true false false false false false true false false false true true false false false false false false false false false false false false true false false false false true 171 0 true 0 true true false false false false true true false false false false X 36 36 true false false false false false false true true false false true true true true true true true true false FL NY X X DAVID PHILLIPS 3054286751 500 17TH STREET MIAMI BEACH FL 33139 X X Edward Manno Shumsky CHAIRPERSON 5.0 0.0 X X 0 0 0 Adam Carlin VC/CHAIR OF DEVELOPMENT COMM 1.0 0.0 X X 0 0 0 Mario de Armas VC/TREASURER/CHAIR OF FIN COMM 1.0 0.0 X X 0 0 0 Robert Moss Secretary 1.0 0.0 X X 0 0 0 Sari Agatston TRUSTEE 1.0 0.0 X 0 0 0 Jeffrey Akin TRUSTEE 1.0 0.0 X 0 0 0 Sheldon T 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Orlove TRUSTEE 1.0 0.0 X 0 0 0 William M Osborne III TRUSTEE 1.0 0.0 X 0 0 0 Stephen L Owens TRUSTEE 1.0 0.0 X 0 0 0 Patricia M Papper TRUSTEE 1.0 0.0 X 0 0 0 Carolina Pina TRUSTEE 1.0 0.0 X 0 0 0 Jeffrey T Roberts CHAIR OF INVESTMENT COMMITTEE 1.0 0.0 X 0 0 0 Richard T Sanz TRUSTEE 1.0 0.0 X 0 0 0 Diane S Sepler TRUSTEE 1.0 0.0 X 0 0 0 Richard J Wurtman TRUSTEE 1.0 0.0 X 0 0 0 Howard Herring PRESIDENT/CEO 60.0 0.0 X 250635 0 3515 John Kieser EVP & PROVOST 60.0 0.0 X 242126 0 9408 David Phillips EVP & CFO 60.0 0.0 X 239995 0 9306 Douglas Merilatt EVP OF ARTISTIC PLAN. & PROG. 60.0 0.0 X 193456 0 7493 Maureen O'Brien SVP FOR DEVELOPMENT 60.0 0.0 X 162706 0 6184 Paul Woehrle VP FOR DEVELOPMENT 60.0 0.0 X 146828 0 5580 William C Hall VP COMMUNICATIONS 60.0 0.0 X 123389 0 4630 Michelle Kucharczyk VP OF BUSINESS DEVELOPMENT 60.0 0.0 X 118189 0 4413 Todd Heustess A VP DEVELOPMENT 60.0 0.0 X 115315 0 4310 Jose Lamadrid VP 60.0 0.0 X 112631 0 4213 1705270 0 59052 10 false true false CRYSTAL CO OF FLORIDA INC 600 BRICKELL AVE STE 2575 MIAMI FL 33131 INSURANCE 634158 ENLIGHTEN DIGITAL 4403 VINELAND ROAD SUITE B6 ORLAND FL 32811 BROADCAST EQUIPMENT 942405 ASKONAS HOLT 25 CLANCERY LANE LONDON 0 UK W14 ONS Artist Services 693227 FPL General Mail Facility MIAMI FL 33188 UTILITIES 379583 THIERRY'S CATERING 915 NW 72ND STREET MIAMI FL 33150 CATERING 389222 9 X 1640140 1743934 12926288 16310362 CONCERT REVENUES 711110 1458957 1458957 TOUR FEES 611600 57500 57500 APPLICATION FEES 611600 56050 56050 BOX OFFICE POSTAGE AND HANDLING 561000 46081 46081 NEW WORLD CENTER TOURS 711110 4600 4600 15033 15033 1638221 1592379 1592379 0 0 1486627 2103240 -616613 0 -616613 -616613 3278556 2906064 372492 372494 372494 143960 1640140 478910 -334950 1470190 0 0 0 0 0 0 OTHER REVENUE 248757 248757 248757 19210650 1886978 -616613 3435063 0 1547985 1547985 0 0 1764321 817759 395319 551243 0 0 0 0 0 0 16799 16799 70989 27620 43369 0 0 318372 318372 0 581984 555984 26000 129509 129509 285671 285671 75714 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211632 274261 429481 202881 557717 1675972 62077479 5831933 0.93912 0.94686 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400000 X false 93360829 1236937 10493287 2834856 102256197 101341150 544636 -4075482 4449475 93360829 105759179 234297 -274026 4378299 101341151 92712576 1711562 14079534 2744493 105759179 85374530 665097 10028970 3356021 92712576 0.00000 0.79000 0.21000 false false 11165000 11165000 165316015 25161051 140154964 15081242 12737922 2343320 153663284 INVESTMENT-LIMITED PARTNERSHIP 24047877 F 24047877 0 0 X 29961156 8528415 118851 2103240 10750506 19210650 19210650 22149154 118851 2103240 2222091 19927063 19927063 ENDOWMENT FUNDS DURING 1991, NWS ESTABLISHED THE NEW WORLD SYMPHONY ENDOWMENT FUND. THE PURPOSE OF THE ENDOWMENT FUND IS TO CREATE A CONTINUOUS DEVELOPMENT PROGRAM THAT WILL ENABLE INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS TO MAKE GIFTS TO NWS, TO PROVIDE FOR THE PERMANENT FINANCING OF THE PROGRAMS OF NWS, AND TO ENSURE THE PERMANENT EXISTENCE OF NWS. ARTWORK COLLECTION New World Symphony believes the classical music experience begins when one crosses our NEW CAMPUS' threshold as a patron, musician or curious observer. Our NEW CAMPUS and its contents ARE the beginning of the experience. The art piece that has been so generously donated to new world symphony aids in the beginning of this experience. REVENUE/EXPENSE RECONCILIATION Direct Rental expenses of $2,103,240 are shown as expenses on the financial statements. However, Direct rental expenses are shown net of rental income on the Form 990 page 9. UNCERTAIN TAX POSITION Accounting principles generally accepted in the United States require management to evaluate tax positions taken and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. If the Organization were to incur an income tax liability in the future, interest would be reported as interest expense and penalties would be reported as income taxes. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Organization is no longer subject to income tax examinations for years prior to 2014. true true true true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS STATED IN ITS RECRUITMENT BROCHURE AS WELL AS THE PUBLICATIONS "INTERNATIONAL MUSICIAN" WHICH IS WELL KNOWN WITHIN THE COMMUNITY IT SERVES. FINANCIAL AID THE ORGANIZATION RECIEVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. GALA 1784100 1640140 143960 309871 62131 106908 0 1784100 1640140 143960 309871 62131 106908 478910 -334950 true STIPEND FOR PROGRAM PARTICIPANTS 87 1418887 Book Value Stipend STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES 301 129098 Book Value Stipend MONITORING THE USE OF GRANTS IN THE U.S. ALL OF THE ORGANIZATION'S FELLOWS RECEIVE A STIPEND FOR LIVING EXPENDITURES WHILE IN THE PROGRAM. X X X false false false false false false false false false Howard Herring PRESIDENT/CEO 250635 0 0 0 0 0 0 0 3515 0 254150 0 0 0 John Kieser EVP & PROVOST 242126 0 0 0 0 0 0 0 9408 0 251534 0 0 David Phillips EVP & CFO 239995 0 0 0 0 0 0 0 9306 0 249301 0 0 0 Douglas Merilatt EVP OF ARTISTIC PLAN. & PROG. 193456 0 0 0 0 0 0 0 7493 0 200949 0 0 0 Maureen O'Brien SVP FOR DEVELOPMENT 162706 0 0 0 0 0 0 0 6184 0 168890 0 0 0 Paul Woehrle VP FOR DEVELOPMENT 146828 0 0 0 0 0 0 0 5580 0 152408 0 0 0 POLICIES AND PROCEDURES EMPLOYEES AND BOARD MEMBERS OF NWS HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT MINIMIZE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS MUCH AS POSSIBLE. THE POLICY ESTABLISHES THE FRAMEWORK WITHIN WHICH NWS WISHES ITS BUSINESS TO OPERATE. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT EMPLOYEES AND BOARD MEMBERS CAN SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. STAFF MEMBERS AT DIRECTOR LEVEL AND ABOVE AND TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS, WHICH INDICATES WHETHER OR NOT THEY HAVE PARTICIPATED IN ANY BUSINESS TRANSACTION THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST. POLICIES AND PROCEDURES THE CHAIRMAN OF THE BOARD REVIEWS COMPARABILITY DATA WHEN HIRING A NEW PRESIDENT AND ANNUALLY APPROVES THE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. THE PRESIDENT APPROVES THE COMPENSATION PACKAGES FOR THE EXECUTIVE VICE PRESIDENTS AND SENIOR VICE PRESIDENTS BASED ON PERFORMANCE. DISCLOSURE ITEMS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE THROUGH ACCESS OF GUIDESTAR. GOVERNING BODY AND MANAGEMENT THE CFO IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE FORM 990. IT WILL THEN BE PRESENTED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE FOR THEIR REVIEW. ALL MEMBERS OF THE BOARD OF TRUSTEES WILL BE INVITED TO REVIEW THE FINAL FORM 990 UPON REQUEST. FAMILY RELATION SARAH S. ARISON - NEICE OF HARRY M. HERSH FINANCIAL ANALYSIS For a full understanding of NWS financial picture, readers are encouraged to review NWS audited financial statements and its annual operating budget. Typically, operating results exclude investment gains and/or losses on endowed assets, pledges and gifts received for future fiscal years, capital improvements and depreciation. ALTON POINTE LLC 500 17TH STREET MIAMI BEACH FL 33139 455001665 HOUSING FL -468564 0 NONE