NEW WORLD SYMPHONY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEW WORLD SYMPHONY INC (EIN 59-2809056)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349305030
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T12:19:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE 16TH FL | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592809056 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW WORLD SYMPHONY INC | BusinessNameLine1 |
| Business Name Line2 | C/O DAVID PHILLIPS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID PHILLIPS | InCareOfName |
| Name Control | NEWW | NameControl |
| Phone | 3054286700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MIAMI BEACH | City |
| State | FL | State |
| ZIP Code | 33139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID PHILLIPS | Name |
| Title | SR VP & CFO | Title |
| Phone | 3059959600 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3059959600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID PHILLIPS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1 |
| City | MIAMI BEACH | City |
| State | FL | State |
| ZIP Code | 33139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 122988301 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nws.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 107 | TotalNbrVolunteers |
| Total Gross UBI | -818339 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -818339 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12522904 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12083478 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1640779 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2333782 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 939867 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25197150 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -621783 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1046184 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14481767 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38568226 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1456619 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1454549 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1476297 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1385655 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1456490 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15932489 | OtherExpensePriorYear |
| Other Expenses Current Year | 17577154 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18865405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20417358 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4383638 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18150868 | RevenuesLessExpensesCY |
| Total Assets BOY | 265582074 | TotalAssetsBOY |
| Total Assets EOY | 266694036 | TotalAssetsEOY |
| Total Liabilities BOY | 41461289 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22718126 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 224120785 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 243975910 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the New World Symphony, America's Orchestral Academy, is to prepare gifted graduates of distinguished music programs for leadership roles in orchestras and ensembles around the world. Organization Overview: The New World Symphony (NWS) offers a three-year postgraduate fellowship program focusing on musical technique, performance, audience development, and community engagement. NWS seeks to expand Fellows' musical and professional horizons beyond their traditional conservatory training. Over a 35-week season, 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 offers more than 80 classical music presentations each season, over a third of which are free. Organization Activities: As a laboratory for musical expression, NWS is shaping t | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11444983 | Expense |
| Grants | 1454549 | Grants |
| Description | Artistic Programming: A unique laboratory for musical expression, NWS is shaping the future of classical music performance and presentation. NWS challenges the traditional concert scenario, creating new audiences by breaking down barriers to classical music and generating new ideas about the way music is taught, presented, and experienced. Since the opening of New World Center, NWS has become an international cultural hub where ideas about music, architecture, technology, and art intersect. Founded as an instrumental fellowship program by Ted Arison and Michael Tilson Thomas, Music Director of the San Francisco Symphony and Principal Guest Conductor of the London Symphony Orchestra, NWS' early years were spent developing a program that would prepare young musicians for professional orchestral careers. In the 25 years since its creation, NWS has achieved great success as a training academy and has evolved into a musical laboratory that is helping to shape the future of classical music presentation. NWS is now recognized as a leader in the industry, with work that has been the subject of consistent critical acclaim as well as national and international press attention. Each season, NWS engages an average of 150 artists and professionals in the field for residencies as visiting faculty to mentor, coach, and/or perform with its 86 Fellows, providing world-class artistic and educational programming to a yearly audience that now reaches nearly 80,000 Miami-Dade County residents and tourists. Visiting faculty includes some of the world's leading conductors, composers, and soloists, as well as professionals representing a wide range of music-related disciplines who work with Fellows in areas such as musical technique, community engagement, performance psychology, musician health, and arts administration. NWS, at the forefront in the use of technology in the arts, was the first arts organization to use the capacities of advanced videoconferencing for distance learning via the Internet2 network. This technology enables NWS Fellows to receive masterclasses and coaching from artists around the world, as well as give lessons to students within and beyond Miami-Dade County. Since its inaugural concert on February 4, 1988, the New World Symphony has been heard in such prestigious venues as New York's Carnegie Hall and Avery Fisher Hall, London's Barbican Centre, Paris' Bastille Opera and Argentina's Teatro Colon. NWS has made seven recordings to date. Most recently, as part of its Great Performances series, PBS aired The Thomashefskys: Music and Memories of a Life in the Yiddish Theater on March 29, 2012. This special performance was recorded in April 2011 at the New World Center and features Michael Tilson Thomas conducting NWS Fellows. Honoring the legacy of traditional repertoire while leading the way for innovation in concert presentation and audience development, NWS continues to forge an adventurous path, further establishing its reputation as a unique institution. NWS envisions a strong and secure future for classical music and will redefine, reaffirm, express, and share its traditions with as many people as possible. New World Center, opened in January 2011 to worldwide acclaim, was built based upon the needs of NWS programming and invites and encourages NWS' innovative use of technology for advanced arts education, audience development, and community outreach and engagement. Through its design, the facility offers an unparalleled array of opportunities for musical experimentation, supporting the development and presentation of both traditional and alternate concert formats, expanding opportunities for artists to create and perform as well as to broaden and diversify audiences. Since the opening of New World Center, representatives from 109 arts organizations in the U.S., Europe, Asia and Australia have visited New World Center to consider their own futures based on NWS' accomplishments. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4683459 | Expense |
| Revenue | 2333782 | Revenue |
| Description | Orchestral Training: The New World Symphony believes that orchestral musicians should be community ambassadors for classical music-as advocates, educators, mentors, and leaders. Through its community engagement programs, Fellows mentored local K-12 student musicians, offered free music lessons, and coached school bands and orchestras. These activities helped them to connect musically with diverse audiences and sharpened their presentation, speaking, and teaching skills. Community engagement training also included professional development seminars on subjects such as leadership, entrepreneurial skills, and career management; and theoretical and practical training sessions led by specialists from organizations such as the Carnegie Hall Academy and the Los Angeles Philharmonic. By providing Fellows with both world class musicianship training and community engagement coaching, NWS ensures that the Fellows are capable of successfully sharing the traditions of classical music with as many people as possible. Community Engagement activities include: - NWS in the Schools and Community: Fellows visit area high 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 and hospices. - MusicLab: Launched in 2009, MusicLab is a 26-week program operating in four Miami-Dade County public schools. Its goal is to offer instrumental training to music students, both in- person and via distance learning; and to build and enhance Fellows' teaching skills. - Rehearsal Observations: During these visits, students witness a rehearsal with internationally renowned conductors and soloists. Prior to the rehearsal, students meet NWS Fellows to learn about both the musical pieces and the instruments. - Kids in the Concert Hall Series: These educational daytime concerts are designed to introduce several thousand students to the concert-going experience as well as to major works and composers of orchestral music. The winter concerts are captured and post-produced for a spring webcast that reaches thousands of additional students in Miami-Dade and Broward Counties. - Side-by-Side Concert: Advanced young instrumentalists (grades 7 through 12) have the opportunity to perform alongside NWS Fellows in the Side-by-Side concert. Students develop a musical working relationship with the Fellows as they both prepared and performed orchestral works of the highest caliber. The auditions are open to advanced string, woodwind, brass, and percussion students. Community engagement programming for the general public includes NWS' free signature series: - Musical Xchanges, presentations whose format enables NWS Fellows to engage the audience in a lively yet informal discussion of their personal, historic, and/or creative interpretation of repertoire of their choice; - Musicians' Forums, recitals that NWS Fellows coordinate on their own, taking responsibility for the content, marketing, and implementation of each presentation. Based on inspiration and enthusiasm, these events allow audiences to better know the musicians, their passion, and their talent; - Inside the Music, educational lectures let NWS Fellows offer an intimate glimpse into their craft with these mini-seminars on topics ranging from music appreciation to the historic contexts of composers and more; and - The Solo Spotlight Series, a new presentation series which allow NWS Fellows to take the spotlight in intimate presentations of recital repertoire in the SunTrust Pavilion within New World Center. NWS believes that the orchestra musician of the 21st century needs not only extraordinary performance training, but also the skills to contribute to society at large as an advocate, educator, mentor, and leader. NWS' Community Engagement program offers the Fellows the experience of involvement within Miami-Dade County while helping them become effective and enthusiastic advocates for classical music in the communities in which they secure professional positions. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 256105 | Expense |
| Description | Audience Development and Community Engagement: 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 is essential for the artistic and fiscal health of the orchestral ecosystem. Though some experiments appear promising, there has been a lack of study to determine how and why they succeed or fail, or how their success might be replicated elsewhere. With its status as a laboratory for the creation and exploration of ways to secure the future of classical music, NWS has linked four alternate formats-Encounter Concerts, Mini-Concerts, PULSE, and Journey Concerts-to audience research. These experiments are measured by audience growth and response. NWS Fellows' exposure to these formats will reverberate throughout their careers as they build on their experience here, using a mindset that values curiosity, experimentation, and rigorous evaluation. Major findings from the past three seasons include the following: - NWS has learned that it is more important to understand and value audiences' preferences for specific formats rather than trying to move them into traditional forms. - Nurturing audiences' aesthetic development positively impacts future attendance. (Alternate formats attract inexperienced concertgoers; their experience helps them gain a greater appreciation for classical music performances.) - 30.9% of new-to-database buyers went on to purchase a ticket to a subsequent NWS program. - New-to-database buyers tend to prefer their initial format choice over others when they return for a second experience. - Mini-Concert and PULSE audiences are younger and more diverse than audiences for traditional concerts. - First-time attendees are significantly younger and more diverse than audiences for traditional concerts. - Overall attendee satisfaction with alternate formats has increased from 2010 to 2013. NWS serves as the data collection and evaluation hub for five partner orchestras-Memphis Symphony, San Diego Symphony, Detroit Symphony Orchestra, Charlotte Symphony, and Kansas City Symphony. Each organization's respective experiments, and the analysis of the results (presented at the 2013 League of American Orchestras conference), will help different institutions adapt alternate formats to their own communities. During the League of American Orchestra's 2013 conference, League 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 the orchestras of San Diego, Charlotte, Memphis, Detroit, and Kansas City to extend the tests outward." We consider this a major step forward in promoting these ideas to the orchestral world at large. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16384547 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 153 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID PHILLIPS | NamePerson |
| Telephone Number | 3054286751 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 17TH STREET | AddressLine1 |
| City | MIAMI BEACH | City |
| State | FL | State |
| ZIP Code | 33139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Key EmployeeKeyEmployee | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||
| Chair of Gala Committee | 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 | |||||
| Hilarie Bass | ||||||||
| 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 | 2.0 | X | 0 | |||||
| Bruce E Clinton | ||||||||
| Chair of Facilities Committee | 1.0 | X | 0 | |||||
| Casey Cummings | ||||||||
| TRUSTEE | 1.0 | X | 0 | |||||
| Peter J Dolara | ||||||||
| TRUSTEE | 1.0 | X | 0 | |||||
| Howard Frank | ||||||||
| Chair of Capital Campaign | 1.0 | X | 0 | |||||
| John J Geraghty | ||||||||
| TRUSTEE | 1.0 | X | 0 | |||||
| Harry M Hersh | ||||||||
| 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 | |||||
| Patricia M Papper | ||||||||
| TRUSTEE | 1.0 | X | 0 | |||||
| Peter G Robbins | ||||||||
| TRUSTEE | 1.0 | X | 0 | |||||
| Jeffrey T Roberts | ||||||||
| Chair, 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 | 241030 | X | 0 | 9041 | |||
| VICTORIA ROGERS | ||||||||
| EXECUTIVE VICE PRESIDENT | 60.0 | 243228 | X | 0 | 9229 | |||
| DAVID PHILLIPS | ||||||||
| SR VP & CFO | 60.0 | 203987 | X | 0 | 7660 | |||
| DOUGLAS MERILATT | ||||||||
| SR VP & ARTISTIC PLANNING/PROG | 60.0 | 181326 | X | 0 | 6753 | |||
| JEAN PIERRE DODEL | ||||||||
| VP OF TECHNOLOGY | 60.0 | 129750 | 0 | 0 | X | |||
| FAYE MUNNINGS | ||||||||
| VP & ASSISTANT CFO | 60.0 | 108272 | 0 | 4131 | X | |||
| PAUL WOEHRLE | ||||||||
| SR DIRECTOR OF DEVELOPMENT | 60.0 | 108590 | 0 | 4244 | X | |||
| CRAIG HALL | ||||||||
| VP OF COMMUNICATIONS | 60.0 | 110785 | 0 | 4031 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1326968 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45089 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ADP TOTALSOURCE | |||||
| 10200 SUNSET DRIVE | MIAMI | FL | 33173 | EMPLOYEE LEASING | 6142395 |
| FRANK CRYSTAL CO OF FLORIDA INC | |||||
| 600 BRICKELL AVE STE 2575 | MIAMI | FL | 33131 | INSURANCE | 1858531 |
| COLUMBIA ARTISTS MANAGEMENT LLC | |||||
| 165 WEST 57TH STREET | NEW YORK | NY | 10019 | ARTISTS SERVICES | 701280 |
| HARRISON SHRIFTMAN | |||||
| 141 W 36th St | NEW YORK | NY | 10018 | CONSULTANT | 244427 |
| FPL | |||||
| General Mail Facility | MIAMI | FL | 33188 | UTILITIES | 500635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 1712613 | FundraisingEvents |
| Government Grants | 1071316 | GovernmentGrants |
| All Other Contributions | 9299549 | AllOtherContributions |
| Noncash Contributions | 139891 | NoncashContributions |
| Total Contributions | 12083478 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT REVENUES | 711110 | 2073368 | 2073368 |
| APPLICATION FEES | 611600 | 45760 | 45760 |
| BOX OFFICE POSTAGE AND HANDLING | 561000 | 48097 | 48097 |
| NEW WORLD CENTER TOURS | 711110 | 18945 | 18945 |
| OTHER | 711110 | 147612 | 147612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2333782 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1076087 | TotalRevenueColumn |
| Exclusion | $1,076,087 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1257713 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2076053 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -818340 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -818339 | TotalRevenueColumn |
| Unrelated Business Revenue | -818339 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 87775608 | Securities |
| Other | 18250000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80203281 | Securities |
| Other | 1701264 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7572327 | Securities |
| Other | 16548736 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24121063 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16548736 | RelatedOrExemptFunctionIncome |
| Exclusion | $7,572,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 211632 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1712613 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 439477 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -227845 | TotalRevenueColumn |
| Exclusion | -$227,845 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38568226 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18882518 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -818339 | UnrelatedBusinessRevenue |
| Exclusion | $8,420,569 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454549 | Total |
| Program Services | 1454549 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1385655 | Total |
| Program Services | 427239 | ProgramServices |
| Management And General | 554728 | ManagementAndGeneral |
| Fundraising | 403688 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323460 | Total |
| Management And General | 323460 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52282 | Total |
| Program Services | 32576 | ProgramServices |
| Management And General | 19706 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57625 | Total |
| Management And General | 57625 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304386 | Total |
| Program Services | 161080 | ProgramServices |
| Management And General | 143306 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191081 | Total |
| Program Services | 29866 | ProgramServices |
| Management And General | 143030 | ManagementAndGeneral |
| Fundraising | 18185 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507045 | Total |
| Program Services | 416346 | ProgramServices |
| Management And General | 54420 | ManagementAndGeneral |
| Fundraising | 36279 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709666 | Total |
| Program Services | 482334 | ProgramServices |
| Management And General | 227332 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127770 | Total |
| Program Services | 110104 | ProgramServices |
| Management And General | 13601 | ManagementAndGeneral |
| Fundraising | 4065 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471696 | Total |
| Program Services | 471696 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4805902 | Total |
| Program Services | 4805902 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1032557 | Total |
| Program Services | 956868 | ProgramServices |
| Management And General | 75689 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LEASED EMPLOYEES | 4567289 | 2849782 | 887420 | 830087 |
| CONDUCTORS/SOLOISTS/COACHES | 1738588 | 1738588 | ||
| SPECIAL PROJECT EXPENSES | 852000 | 847813 | 4187 | |
| VENUE/CONCERT ENHANCEMENTS | 201798 | 201798 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1634009 | Total |
| Program Services | 1398006 | ProgramServices |
| Management And General | 71817 | ManagementAndGeneral |
| Fundraising | 164186 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20417358 | Total |
| Program Services | 16384547 | ProgramServices |
| Management And General | 2576321 | ManagementAndGeneral |
| Fundraising | 1456490 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788919 | BOY |
| EOY | 190016 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531308 | BOY |
| EOY | 1046342 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8170721 | BOY |
| EOY | 7531039 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2842350 | BOY |
| EOY | 192817 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209083 | BOY |
| EOY | 877902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 186224194 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15824597 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175505283 | BOY |
| EOY | 170399597 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56303734 | BOY |
| EOY | 62634115 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21173422 | BOY |
| EOY | 23733683 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57254 | BOY |
| EOY | 74012 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 14513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265582074 | BOY |
| EOY | 266694036 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1136605 | BOY |
| EOY | 571250 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 823684 | BOY |
| EOY | 821854 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39501000 | BOY |
| EOY | 21325022 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41461289 | BOY |
| EOY | 22718126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136520412 | BOY |
| EOY | 150294532 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9368324 | BOY |
| EOY | 14784232 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78232049 | BOY |
| EOY | 78897146 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224120785 | BOY |
| EOY | 243975910 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265582074 | BOY |
| EOY | 266694036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 18150868 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1704257 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85374530 | BeginningOfYearBalance |
| Contributions | 665097 | Contributions |
| Investment Earnings Or Losses | 10028970 | InvestmentEarningsOrLosses |
| Other Expenditures | 3356021 | OtherExpenditures |
| End Of Year Balance | 92712576 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 87784498 | BeginningOfYearBalance |
| Contributions | 945322 | Contributions |
| Investment Earnings Or Losses | -37649 | InvestmentEarningsOrLosses |
| Other Expenditures | 3317641 | OtherExpenditures |
| End Of Year Balance | 85374530 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74567100 | BeginningOfYearBalance |
| Contributions | 3155714 | Contributions |
| Investment Earnings Or Losses | 13070135 | InvestmentEarningsOrLosses |
| Other Expenditures | 3008451 | OtherExpenditures |
| End Of Year Balance | 87784498 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36322951 | BeginningOfYearBalance |
| Contributions | 37656993 | Contributions |
| Investment Earnings Or Losses | 4326434 | InvestmentEarningsOrLosses |
| Other Expenditures | 3700003 | OtherExpenditures |
| Administrative Expenses | 39275 | AdministrativeExpenses |
| End Of Year Balance | 74567100 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32233832 | BeginningOfYearBalance |
| Contributions | 12075232 | Contributions |
| Investment Earnings Or Losses | -6558086 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1428027 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 36322951 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.85000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11165000 | OtherCostOrOtherBasis |
| Book Value | 11165000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 163359567 | OtherCostOrOtherBasis |
| Depreciation | 9430114 | Depreciation |
| Book Value | 153929453 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11699627 | OtherCostOrOtherBasis |
| Depreciation | 6394483 | Depreciation |
| Book Value | 5305144 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 170399597 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT-LIMITED PARTNERSHIP | Description |
| Book Value | 23733683 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 23733683 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 42739938 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1704257 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 275385 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 2515530 | OtherRevenues |
| Revenue Not Rptd F990 | 4495172 | RevenueNotRptdF990 |
| Revenue Subtotal | 38244766 | RevenueSubtotal |
| Other Revenues Not Included | 323460 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 323460 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38568226 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22884813 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 275385 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2515530 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2790915 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20093898 | ExpensesSubtotal |
| Other Expenses Not Included | 323460 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 323460 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20417358 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | 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. |
| ARTWORK COLLECTION | 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 as well as the contents inside. The art piece that has been so generously donated to us aids in the beginning of this experience. |
| REVENUE/EXPENSE RECONCILIATION | SCHEDULE D, PART XII LINE 2D & PART XIII LINE 2D | Direct Rental expenses of $2,076,053 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 $439,477 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 - $2,515,530 |
| REVENUE/EXPENSE RECONCILIATION | SCHEDULE D, PART XII LINE 4B & PART XIII LINE 4B | Management Fees of $323,460 are shown net of investment income on the financial statements. However, management fees are shown as a separate expense on the Form 990 page 10. |
| UNCERTAIN TAX POSITION | 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, 2013, 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 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONDISCRIMINATORY POLICY | 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. |
| FINANCIAL AID | SCHEDULE E, LINE 6A | THE ORGANIZATION RECIEVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1796925 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1608455 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 188470 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 84961 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12324 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 338224 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FAMILY EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 105100 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 81938 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 23162 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 186 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3782 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 22220 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22220 | CharitableContribOtherEvents |
| Gross Receipts Total | 1924245 | GrossReceiptsTotal |
| Charitable Contributions Total | 1712613 | CharitableContributionsTotal |
| Gross Revenue Total Events | 211632 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 85147 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12324 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 342006 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 439477 | DirectExpenseSummaryEvents |
| Net Income Summary | -227845 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STIPEND FOR PROGRAM PARTICIPANTS | 86 | 1402812 |
| STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES | 167 | 51737 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL OF THE ORGANIZATION'S FELLOWS RECEIVE A STIPEND FOR LIVING EXPENDITURES WHILE IN THE PROGRAM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD HERRING | ||||||||||||||
| PRESIDENT/CEO | 241030 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9041 | 0 | 250071 | 0 | 0 | 0 |
| VICTORIA ROGERS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 243228 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9229 | 0 | 252457 | 0 | 0 | 0 |
| DAVID PHILLIPS | ||||||||||||||
| SR VP & CFO | 203987 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7660 | 0 | 211647 | 0 | 0 | 0 |
| DOUGLAS MERILATT | ||||||||||||||
| SR VP & ARTISTIC PLANNING/PROG | 181326 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6753 | 0 | 188079 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Severance pay | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 4A | ReturnReference |
| Explanation | Jean Pierre RECEIEVED A SEVERANCE OF $12,380 DURING THE FISCAL YEAR ENDED jUNE 30, 2013. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSICAL EQUIPMENT | 1 | 815 | FMV |
| X | FURINTURE AND FIXTURES | 9 | 139076 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GOVERNING BODY AND MANAGEMENT | FORM 990, PAGE 6, PART VI, SECTION A, LINE 2 | SARAH S. ARISON - NEICE OF MADELINE ARISON |
| POLICIES AND PROCEDURES | 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. |
| POLICIES AND PROCEDURES | 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. |
| DISCLOSURE ITEMS | 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. |
| GOVERNING BODY AND MANAGEMENT | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NEW CAMPUS II LLC | |||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | 432074025 | DVLP NEWFACLT | FL | -4973978 | 148342007 | NONE |
| ALTON POINTE LLC | |||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | 455001665 | HOUSING | FL | 19727130 | 21996714 | NONE |