2015-05-08T15:34:03-05:00 2014-06-30 MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2013-07-01 592809056 NEW WORLD SYMPHONY INC C/O DAVID PHILLIPS % DAVID PHILLIPS NEWW 3054286700 500 17TH STREET Suite MIAMI BEACH FL 33139 DAVID PHILLIPS SR VP & CFO 3059959600 2015-04-30 true Donald Butler P00541422 3059959600 2013 2016-02-25 16:41:14Z DAVID PHILLIPS 500 17TH STREET MIAMI BEACH FL 33139 22684851 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 34 0 107 -923121 -923121 12083478 13639400 2333782 1654533 25197150 5548818 -1046184 -995425 38568226 19847326 1454549 1408439 0 0 1385655 1052984 0 0 2579260 17577154 16642819 20417358 19104242 18150868 743084 266694036 276508863 22718126 23259153 243975910 253249710 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, America's 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 (MTT) 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. NWS' ca false false 12202953 1408439 1654534 Orchestral Training: 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 high speed, next generation Internet-NWS Fellows also conduct and receive lessons, master classes, interviews, and rehearsals with musicians, composers, and performers around the world. In addition to this training, NWS Fellows participate in approximately 80 concerts over a 35-week season, offering a diverse repertoire through an array of performance formats to an annual audience of more than 60,000 South Florida residents and visitors. Under the direction of Michael Tilson Thomas, artistic programming is designed to give Fellows as broad a performing experience as possible. The repertoire includes solo, chamber ensemble, and full orchestra works ranging from compositions of the early 17th century to world premiere commissions. In addition to an Orchestra Subscription Series, NWS programming includes a chamber music series; a children's series; late-night "club concerts"; and a contemporary music series. With awards from the American Society of Composers, Authors and Publishers in 2003, 2007, 2008, 2009, 2011, and 2012 for Adventurous Programming of Contemporary Music, NWS continually demonstrates its commitment to new music. In the past five years, NWS has performed more than 15 world premiere pieces, most of which NWS commissioned or co-commissioned. 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. In the 27 years since NWS' founding, nearly 1,000 alumni have gone on to make a difference in communities and organizations worldwide. 1611915 Audience Research and Development NWS has linked several alternate performance formats-Mini-Concerts, PULSE Concerts, and Encounters Concerts-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 presents the following alternate performance formats: - Mini-Concerts: short, informal, educational performances that last approximately 30 minutes, priced at $2.50 per ticket. - PULSE Concerts: late-night concerts (9:30 PM to 1:00 AM) which feature two visually enhanced performances in the concert hall and a third, "unplugged" performance, each of which is 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. - Encounters Concerts: no-intermission educational performances lasting approximately one hour and featuring extended, introductory explanations of the music by a guest host and the conductor. - 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 audiences in Miami Beach SoundScape, an adjacent City-owned park equipped with a state-of-the-art surround stereo system. Each of these outdoor presentations generates an audience upwards of 1,500 people with some attracting as many as 3,500. 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. NWS' alternate performance formats have attracted 5,139 new ticket buyers in the past five years, resulting in the sale of 13,881 tickets to first-time attendees. Research has shown that 28% of the first-time buyers have come back once, with an additional 15% of them coming back twice or more often. This number represents the new attendees that have come to NWS for the first time through an alternate performance concert, which is particularly impressive given that alternate performance formats comprise less than 15% of NWS' overall concert offerings. Additionally, in a single year of research of NWS' WALLCAST Concert Club, a free membership program designed to learn more about WALLCAST concert audiences, NWS has registered more than 1,200 new-to-file attendees. While this represents a significant amount of newcomers in a single year to a single concert format, it is believed that the actual number of new audience members to WALLCAST concerts is substantially under-reported and that NWS' reach is far greater; the number of registrants in our WALLCAST Concert Club represents only a fraction of actual attendees for each WALLCAST concert. NWS is a leader in using digital technology to enhance classical music performance and education. In September 2014, NWS publically launched its website MUSAIC, an online classical music 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 new content for the site. NWS maintains partnerships with nine major music schools, all of whom regularly contribute video content to the site. As of May 1, 2015, MUSAIC has over 51,000 users and more than 2,700 registrants to the site. NWS' most recent digital venture is a video-based exploration of the work of John Cage, one of the 20th century's most influential and provocative composers and visual artists. "Making the Right Choices: A John Cage Celebration" grew from NWS' three-day festival, presented in 2013, commemorating the centenary of Cage's birth. This free, online resource is built around videos of works performed during the festival, behind-the-scenes rehearsal footage, and artist interviews. 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 as a major step forward in bringing new ideas and research-based findings to the orchestra world. 994262 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: These intimate lecture-based performances are curated and hosted by NWS Fellows, providing an intimate glimpse into their craft. Topics range from music appreciation to the historic context of composers. - Rehearsal Observations: During these visits, K-12 and college students observe NWS rehearsals featuring internationally renowned conductors and soloists. Prior to rehearsal, students meet the Fellows to learn about both the musical pieces and the instruments. - Education Concerts: These concerts are designed for Miami-Dade and Broward County students in grades 6-12. Students and their teachers are introduced to major orchestral works and composers. NWS provides free transportation for all attendees, and teachers receive a study guide to heighten the educational impact of the performance. The concerts are recorded for an internet broadcast to students around the world later in the season. - Side-by-Side Concert: This program offers advanced young instrumentalists in grades 7 through 12 an opportunity to perform in the Side-by-Side Ensemble concert, in which they play alongside NWS Fellows. 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: Launched in 2009, MusicLab is a 26-week program operating in four Miami-Dade County public schools. Its goal is to offer the highest quality musical training to students in school-based band programs and to build and enhance Fellows' teaching skills. These free programs help NWS Fellows to connect with diverse audiences and sharpen their presentation, speaking, and teaching skills. Led by specialists from organizations such as the Carnegie Hall Academy, community engagement coaching ensures that Fellows are capable of sharing classical music with as many people as possible. Each season, NWS reaches 12,500 youth, children, and adults through community engagement. 14809130 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 149 0 true 0 true true false false false false true true false false false false X 36 34 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 Rose Ellen Greene Chairperson 5.0 X X 0 Edward Manno Shumsky Vice Chairman 1.0 X X 0 Mario de Armas Treasurer 1.0 X X 0 Robert Moss Secretary 1.0 X X 0 Sari Agatston TRUSTEE 1.0 X 0 Jeffrey Akin TRUSTEE 1.0 X 0 Sheldon T Anderson TRUSTEE 1.0 X 0 Madeleine Arison TRUSTEE 1.0 X 0 Sarah S Arison TRUSTEE 1.0 X 0 Matthew W Buttrick TRUSTEE 1.0 X 0 Tanya Capriles de Brillembourg TRUSTEE 1.0 X 0 Adam Carlin Chair of Development Committee 1.0 X 0 Bruce E Clinton Chair of Facilities Committee 1.0 X 0 Edward J Crawford IV TRUSTEE 1.0 X 0 Peter J Dolara TRUSTEE 1.0 X 0 Howard Frank TRUSTEE 1.0 X 0 John J Geraghty TRUSTEE 1.0 X 0 Harry M Hersh TRUSTEE 1.0 X 0 Florencia Jimenez-Marcos TRUSTEE 1.0 X 0 Neisen Kasdin TRUSTEE 1.0 X 0 Gerald Katcher TRUSTEE 1.0 X 0 Richard Kohan TRUSTEE 1.0 X 0 R Kirk Landon TRUSTEE 1.0 X 0 Enrique Lerner Rais TRUSTEE 1.0 X 0 Alan Lieberman TRUSTEE 1.0 X 0 Albert R Molina Jr TRUSTEE 1.0 X 0 William L Morrison TRUSTEE 1.0 X 0 Sandra R Muss TRUSTEE 1.0 X 0 L Michael Orlove TRUSTEE 1.0 X 0 Patricia M Papper TRUSTEE 1.0 X 0 Jeffrey T Roberts Chair of Investment Committee 1.0 X 0 Richard T Sanz TRUSTEE 1.0 X 0 Diane S Sepler TRUSTEE 1.0 X 0 Paul H Stebbins TRUSTEE 1.0 X 0 Judy Weiser TRUSTEE 1.0 X 0 Richard J Wurtman TRUSTEE 1.0 X 0 HOWARD HERRING PRESIDENT/CEO 60.0 X 236086 0 9177 VICTORIA ROGERS EXECUTIVE VICE PRESIDENT 60.0 X 240900 0 9368 DAVID PHILLIPS SR VP & CFO 60.0 X 200849 0 7768 DOUGLAS MERILATT SR VP & ARTISTIC PLANNING/PROG 60.0 X 177905 0 6854 Ayden Adler SR. VP./ DEAN OF MUSICIANS 60.0 X 158015 0 6060 FAYE MUNNINGS VP & ASSISTANT CFO 60.0 X 111519 0 4203 PAUL WOEHRLE SR DIRECTOR OF DEVELOPMENT 60.0 X 114185 0 4307 CRAIG HALL VP OF COMMUNICATIONS 60.0 X 109239 0 4112 1348698 0 51849 8 false true false ADP TOTALSOURCE 10200 SUNSET DRIVE MIAMI FL 33173 EMPLOYEE LEASING 6293944 CRYSTAL CO OF FLORIDA INC 600 BRICKELL AVE STE 2575 MIAMI FL 33131 INSURANCE 886519 COLUMBIA ARTISTS MANAGEMENT LLC 165 WEST 57TH STREET NEW YORK NY 10019 ARTISTS SERVICES 696280 Opus 3 Artists LLC 470 Park Ave South 9th Foor North NEW YORK NY 10016 Artist Services 175500 FPL General Mail Facility MIAMI FL 33188 UTILITIES 434746 10 1341620 1396778 10901002 13639400 CONCERT REVENUES 711110 1520825 1520825 APPLICATION FEES 611600 50744 50744 BOX OFFICE POSTAGE AND HANDLING 561000 44169 44169 NEW WORLD CENTER TOURS 711110 10325 10325 OTHER 711110 28470 28470 1654533 1374493 1374493 0 0 1532105 2455226 -923121 0 -923121 -923121 4210059 35734 4174325 4174325 4174325 221126 1341620 346565 -125439 -171751 0 0 OTHER REVENUE 53135 53135 53135 19847326 1707668 -923121 5377067 0 1408439 1408439 0 0 1052984 393378 459392 200214 0 0 0 0 0 0 65372 14622 50750 55000 55000 0 0 255501 255501 0 426791 188635 238156 196210 88157 40387 67666 163877 163877 0 1909260 1874000 35260 97644 35730 24584 37330 0 17379 17379 236655 236655 0 4781100 4781100 119274 29868 89406 LEASED EMPLOYEES 4696947 2594068 605297 1497582 CONDUCTORS/SOLOIST/COACHES 1514206 1350930 4410 158866 ARTISTIC PROGRAMMING GENERAL 880892 880892 OTHER FELLOW COST 502253 502253 724458 230301 114711 379446 19104242 14809130 1715852 2579260 190016 51796 1046342 103803 7531039 9137472 192817 359119 0 0 0 0 0 0 0 0 877902 1062160 187744786 20972228 170399597 166772558 62634115 76962146 23733683 21981100 0 0 74012 78709 14513 0 266694036 276508863 571250 823428 0 0 821854 813102 0 0 0 0 0 0 21325022 21622623 0 0 0 0 22718126 23259153 X 150294532 144504054 14784232 28136948 78897146 80608708 243975910 253249710 266694036 276508863 743084 8530716 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 423500 X false 92712576 1711562 14079534 2744493 105759179 85374530 665097 10028970 3356021 92712576 87784498 945322 -37649 3317641 85374530 74567100 3155714 13070135 3008451 87784498 36322951 37656993 4326434 3700003 39275 74567100 0.76000 0.24000 false false 11165000 11165000 165055573 13429409 151626164 11524213 7542819 3981394 166772558 INVESTMENT-LIMITED PARTNERSHIP 21981100 F 21981100 0 0 X 31331701 8530716 151867 2801792 11484375 19847326 19847326 22057901 151867 2801792 2953659 19104242 19104242 SCHEDULE D, PART V, LINE 4 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. SCHEDULE D, PART III, LINE 4 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. SCHEDULE D, PART XII LINE 2D & PART XIII LINE 2D Direct Rental expenses of $2,455,227 are shown as expenses on the financial statements. However, Direct rental expenses are shown net of rental income on the Form 990 page 9. Direct Fundraising expenses of $346,565 are shown as expenses on the financial statements. However, Direct Fundraising expenses are shown net of fundraising income on the Form 990 page 9. Total Adjustment - $2,801,792 SCHEDULE D, PART X, LINE 2 Accounting principles generally accepted in the United States of America 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, 2014, 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 2011. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 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. SCHEDULE E, LINE 6A THE ORGANIZATION RECIEVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. GALA 1422654 1267534 155120 10554 98342 187161 41848 FAMILY EVENT 93780 74086 19694 202 477 7981 1 46312 46312 1562746 1341620 221126 10756 98819 187161 49829 346565 -125439 true STIPEND FOR PROGRAM PARTICIPANTS 86 1313812 STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES 267 94627 SCHEDULE I, PART I, LINE 2 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 236086 0 0 0 0 0 0 0 9177 0 245263 0 0 0 VICTORIA ROGERS EXECUTIVE VICE PRESIDENT 240900 0 0 0 0 0 0 0 9368 0 250268 0 0 0 DAVID PHILLIPS SR VP & CFO 200849 0 0 0 0 0 0 0 7768 0 208617 0 0 0 DOUGLAS MERILATT SR VP & ARTISTIC PLANNING/PROG 177905 0 0 0 0 0 0 0 6854 0 184759 0 0 0 Ayden Adler SR. VP./ DEAN OF MUSICIANS 158015 0 0 0 0 0 0 0 6060 0 164075 0 0 0 FORM 990, PAGE 6, PART VI, SECTION B, LINE 12C 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. FORM 990, PAGE 6, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD REVIEWS COMPARABILITY DATA WHEN HIRING A NEW PRESIDENT AND ANNUALY APPROVES THE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. THE PRESIDENT APPROVES BOTH THE EXECUTIVE VICE PRESIDENT AND SENIOR VICE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. FORM 990, PAGE 6, PART VI, SECTION C, LINE 19 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 MADE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE THROUGH ACCESS OF GUIDESTAR. FORM 990, PAGE 6, PART VI, SECTION A, LINE 10 THE CFO IS REPONSIBLE FOR THE TIMELY PREPARATION OF THE FORM 990. IT WILL THEN BE PRESENTED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLING FOR THEIR REVIEW. ALL MEMBERS OF THE BOARD OF TRUSTEES WILL BE INVITED TO REVIEW THE FINAL FORM 990 UPON REQUEST. FORM 990, PAGE 6, PART VI, SECTION A, LINE 2 SARAH S. ARISON - NEICE OF HARRY M. HERSH NEW CAMPUS II LLC 500 17TH STREET MIAMI BEACH FL 33139 432074025 DVLP NEWFACLT FL -4784340 143052238 NONE ALTON POINTE LLC 500 17TH STREET MIAMI BEACH FL 33139 455001665 HOUSING FL -1207409 23653168 NONE