2014-05-15T12:19:30-05:00 2013-06-30 MARCUM LLP ONE SE THIRD AVENUE 16TH FL MIAMI FL 33131 990 2012-07-01 592809056 NEW WORLD SYMPHONY INC C/O DAVID PHILLIPS % DAVID PHILLIPS NEWW 3054286700 500 17TH STREET Suite MIAMI BEACH FL 33139 DAVID PHILLIPS 3059959600 2014-05-14 true 3059959600 2012 2015-11-30 17:44:51Z DAVID PHILLIPS 500 17TH STREET MIAMI BEACH FL 33139 122988301 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 -818339 -818339 12522904 12083478 1640779 2333782 939867 25197150 -621783 -1046184 14481767 38568226 1456619 1454549 0 0 1476297 1385655 0 0 1456490 15932489 17577154 18865405 20417358 -4383638 18150868 265582074 266694036 41461289 22718126 224120785 243975910 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 false false 11444983 1454549 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. 4683459 2333782 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. 256105 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. 16384547 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 true false false false true false false false false true 153 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 5.0 X X 0 Edward Manno Shumsky 1.0 X X 0 Mario de Armas 1.0 X X 0 Robert Moss 1.0 X X 0 Sari Agatston 1.0 X 0 Jeffrey Akin 1.0 X 0 Sheldon T Anderson 1.0 X 0 Madeleine Arison 1.0 X 0 Sarah S Arison 1.0 X 0 Hilarie Bass 1.0 X 0 Matthew W Buttrick 1.0 X 0 Tanya Capriles de Brillembourg 1.0 X 0 Adam Carlin 2.0 X 0 Bruce E Clinton 1.0 X 0 Casey Cummings 1.0 X 0 Peter J Dolara 1.0 X 0 Howard Frank 1.0 X 0 John J Geraghty 1.0 X 0 Harry M Hersh 1.0 X 0 Neisen Kasdin 1.0 X 0 Gerald Katcher 1.0 X 0 Richard Kohan 1.0 X 0 R Kirk Landon 1.0 X 0 Enrique Lerner Rais 1.0 X 0 Alan Lieberman 1.0 X 0 Albert R Molina Jr 1.0 X 0 William L Morrison 1.0 X 0 Sandra R Muss 1.0 X 0 Patricia M Papper 1.0 X 0 Peter G Robbins 1.0 X 0 Jeffrey T Roberts 1.0 X 0 Richard T Sanz 1.0 X 0 Diane S Sepler 1.0 X 0 Paul H Stebbins 1.0 X 0 Judy Weiser 1.0 X 0 Richard J Wurtman 1.0 X 0 HOWARD HERRING 60.0 X 241030 0 9041 VICTORIA ROGERS 60.0 X 243228 0 9229 DAVID PHILLIPS 60.0 X 203987 0 7660 DOUGLAS MERILATT 60.0 X 181326 0 6753 JEAN PIERRE DODEL 60.0 X 129750 0 0 FAYE MUNNINGS 60.0 X 108272 0 4131 PAUL WOEHRLE 60.0 X 108590 0 4244 CRAIG HALL 60.0 X 110785 0 4031 1326968 0 45089 8 false true false 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 10 1712613 1071316 9299549 139891 12083478 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 2333782 1076087 1076087 0 0 1257713 2076053 -818340 0 -818339 -818339 87775608 18250000 80203281 1701264 7572327 16548736 24121063 16548736 7572327 211632 1712613 439477 -227845 -227845 0 0 0 38568226 18882518 -818339 8420569 0 1454549 1454549 0 0 1385655 427239 554728 403688 0 0 0 0 0 323460 323460 52282 32576 19706 57625 57625 0 0 0 0 304386 161080 143306 191081 29866 143030 18185 507045 416346 54420 36279 0 709666 482334 227332 127770 110104 13601 4065 0 0 471696 471696 0 4805902 4805902 1032557 956868 75689 LEASED EMPLOYEES 4567289 2849782 887420 830087 CONDUCTORS/SOLOISTS/COACHES 1738588 1738588 SPECIAL PROJECT EXPENSES 852000 847813 4187 VENUE/CONCERT ENHANCEMENTS 201798 201798 1634009 1398006 71817 164186 20417358 16384547 2576321 1456490 788919 190016 531308 1046342 8170721 7531039 2842350 192817 0 0 0 0 0 0 0 0 209083 877902 186224194 15824597 175505283 170399597 56303734 62634115 21173422 23733683 0 0 57254 74012 0 14513 265582074 266694036 1136605 571250 0 0 823684 821854 0 0 0 0 0 0 39501000 21325022 0 0 0 0 41461289 22718126 X 136520412 150294532 9368324 14784232 78232049 78897146 224120785 243975910 265582074 266694036 18150868 1704257 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 85374530 665097 10028970 3356021 92712576 87784498 945322 -37649 3317641 85374530 74567100 3155714 13070135 3008451 87784498 36322951 37656993 4326434 3700003 39275 74567100 32233832 12075232 -6558086 0 1428027 0 36322951 0.85000 0.15000 false false 11165000 11165000 163359567 9430114 153929453 11699627 6394483 5305144 170399597 INVESTMENT-LIMITED PARTNERSHIP 23733683 F 23733683 0 0 42739938 1704257 275385 2515530 4495172 38244766 323460 323460 38568226 22884813 275385 2515530 2790915 20093898 323460 323460 20417358 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. true true true true true true true false false false false false false false false true false true 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. GALA 1796925 1608455 188470 84961 12324 338224 FAMILY EVENT 105100 81938 23162 186 3782 1 22220 22220 1924245 1712613 211632 85147 12324 342006 439477 -227845 true STIPEND FOR PROGRAM PARTICIPANTS 86 1402812 STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES 167 51737 MONITORING THE USE OF GRANTS IN THE U.S. 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 X true false false false false false false false false HOWARD HERRING 241030 0 0 0 0 0 0 0 9041 0 250071 0 0 0 VICTORIA ROGERS 243228 0 0 0 0 0 0 0 9229 0 252457 0 0 0 DAVID PHILLIPS 203987 0 0 0 0 0 0 0 7660 0 211647 0 0 0 DOUGLAS MERILATT 181326 0 0 0 0 0 0 0 6753 0 188079 0 0 0 Severance pay SCHEDULE J, PART I, LINE 4A Jean Pierre RECEIEVED A SEVERANCE OF $12,380 DURING THE FISCAL YEAR ENDED jUNE 30, 2013. X MUSICAL EQUIPMENT 1 815 FMV X FURINTURE AND FIXTURES 9 139076 FMV 0 false false false 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. 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