ORCHESTRA LUMOS INC

EIN: 066100039 501(c)(3) Arts, Culture & Humanities

STAMFORD, CT

Total Revenue
$1,775,187
Total Expenses
$2,387,234
Total Assets
$3,131,659
Net Assets
$2,915,904
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
CT
Phone
2033251407
Tax Period
2024-07-01 to 2025-06-30

ORCHESTRA LUMOS INC, founded in 1977, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $2.4M exceeded revenue, resulting in a 34% operating deficit.

Mission

THE MISSION OF ORCHESTRA LUMOS IS TO BRING THE TRANSFORMATIONAL IMPACT OF GREAT MUSIC TO OUR AUDIENCE THROUGH PASSIONATE, PROFESSIONAL PERFORMANCES OF THE HIGHEST CALIBER, DIVERSE AND INNOVATIVE PROGRAMMING, AND INSPIRING EDUCATIONAL INITIATIVES. THE ORCHESTRA PRESENTS A

Program Service Accomplishments

Program 1
Expenses: $1,760,511 Revenue: $403,121

ORCHESTRA LUMOS CONTINUES TO PRESENT HIGH QUALITY CONCERTS TO AUDIENCES ACROSS FAIRFIELD COUNTY. AT THE PALACE THEATRE IN STAMFORD CLASSICAL AND POPULAR PROGRAMS ARE PRESENTED. SOME OF THE WORLDS...

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ORCHESTRA LUMOS CONTINUES TO PRESENT HIGH QUALITY CONCERTS TO AUDIENCES ACROSS FAIRFIELD COUNTY. AT THE PALACE THEATRE IN STAMFORD CLASSICAL AND POPULAR PROGRAMS ARE PRESENTED. SOME OF THE WORLDS FINEST MUSICIANS ARE ENGAGED INCLUDING YO-YO MA, JEFFREY KAHANE, GABRIEL KAHANE, ANDRE DE SHIELDS AND ANWEN DENG. ACROSS THE COUNTY FROM GREENWICH TO BRIDGEPORT, SMALL SPACE CONCERTS ARE PRESENTED IN CHURCHES, LIBRARIES, SCHOOLS AND MALLS. THESE CONCERTS ARE CURATED AND GIVEN BY MEMBERS OF THE ORCHESTRA AND INCLUDE SOLO RECITALS, STRING TRIOS AND QUARTETS, WIND AND BRASS ENSEMBLES.

Program 2
Expenses: $202,901 Revenue: $9,550

ORCHESTRA LUMOS IS DEEPLY COMMITTED TO OFFERING A BROAD RANGE OF OPPORTUNITIES TO ENRICH THE LIVES OF ALL MEMBERS OF OUR COMMUNITY THROUGH PARTICIPATION IN OUR PROGRAMS. OUR MUSIC EDUCATION...

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ORCHESTRA LUMOS IS DEEPLY COMMITTED TO OFFERING A BROAD RANGE OF OPPORTUNITIES TO ENRICH THE LIVES OF ALL MEMBERS OF OUR COMMUNITY THROUGH PARTICIPATION IN OUR PROGRAMS. OUR MUSIC EDUCATION ACTIVITIES ENCOURAGE YOUNG PEOPLE TO EXPLORE, APPRECIATE, PERFORM, AND CREATE MUSIC. FREE CONCERTS IN COMMUNITY VENUES ENABLE US TO REACH A BROAD AND DIVERSE CROSS-SECTION OF FAIRFIELD COUNTY RESIDENTS. THE ORCHESTRA CONTINUES TO BUILD ITS FIVE-YEAR STRATEGIC PLAN THAT WILL SIGNIFICANTLY EXPAND THE REACH OF OUR EDUCATION ACTIVITIES, WITH A GOAL OF REACHING A BROADER AND MORE DIVERSE CROSS-SECTION OF OUR COMMUNITYS YOUTH. EXISTING AND NEW PARTNERSHIPS HELP EXPAND OUR WORK IN FINDING CREATIVE OPPORTUNITIES FOR STUDENTS IN BOTH SCHOOL AND COMMUNITY SETTINGS. HIGHLIGHTS OF OUR EDUCATION AND COMMUNITY ACTIVITIES INCLUDE: PUBLIC SCHOOL PARTNERSHIPS; OUR COLLABORATIONS WITH STAMFORD PUBLIC SCHOOLS REMAINS STRONG, AND WE ALSO DEVELOPED NEW PARTNERSHIPS WITH OTHER SCHOOL DISTRICTS IN FAIRFIELD COUNTY. BOOTCAMPS IN DARIEN PUBLIC SCHOOLS FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS, PRESENTED BY ORCHESTRA LUMOS MUSICIANS, TO HELP INDIVIDUAL STUDENTS WITH THEIR SKILLS AND TECHNIQUE. THE UNIQUE SERIES, A FOUR-CONCERT SERIES FOR STUDENTS WITH SPECIAL NEEDS IN STAMFORD PUBLIC SCHOOLS, OFFERED IN PARTNERSHIP WITH CONCORDIA CONSERVATORY. YOUTH MUSIC ORGANIZATIONS IN ADDITION TO OUR IN-SCHOOL ACTIVITIES, ORCHESTRA LUMOS HAS HAD THE OPPORTUNITY TO COLLABORATE WITH SEVERAL OF THE YOUTH MUSIC ORGANIZATIONS IN OUR AREA THAT WORK WITH STUDENTS WHOSE FAMILIES DONT HAVE THE RESOURCES FOR PRIVATE MUSIC LESSONS OR ENSEMBLE EXPERIENCES. THESE PARTNERS INCLUDE PROJECT MUSIC, WHOSE MISSION IS TO USE THE TRANSFORMATIVE POWER OF MUSIC TO EFFECT POSITIVE SOCIAL CHANGE FOR THE STUDENTS MOST IN NEED OF ACCESS, OPPORTUNITY, AND INSPIRATION. THIS SEASON, OUR MUSICIANS OFFERED BOTH PRIVATE INSTRUCTION TO INDIVIDUAL STUDENTS AND MASTERCLASSES FOR SMALL GROUPS OF BEGINNING AND ADVANCED STUDENTS. THESE ACTIVITIES, ALONG WITH COMPLIMENTARY TICKETS TO ORCHESTRA LUMOS CONCERTS AT THE PALACE THEATRE REACHED OVER 150 PROJECT MUSIC STUDENTS AND FAMILIES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,203,634
Program Service Revenue $412,671
Investment Income $146,129
Other Revenue $12,753
TOTAL REVENUE $1,775,187

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,299,000
Fundraising Expenses $126,485
Program Expenses $1,963,412
Other Expenses $1,052,234
TOTAL EXPENSES $2,387,234

Year-over-Year Comparison

2024 2023 Change
Revenue $1,775,187 $1,661,688 +0.1%
Expenses $2,387,234 $2,296,270 +0.0%
Net Income $-612,047 $-634,582 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
149
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$171,360
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RUSSELL JONES PRESIDENT & CEO 40.00
Officer
$168,000 $3,360 $171,360
SAM ABERNETHY BOARD MEMBER 1.00
Director
$0 $0 $0
JULIET H FORRESTER-ALEXANDRE BOARD MEMBER 1.00
Director
$0 $0 $0
TOMAS HAENDLER BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN JOVE BOARD MEMBER 1.00
Director
$0 $0 $0
PEGGY KALTER BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM LEACH BOARD MEMBER 1.00
Director
$0 $0 $0
KATHERINE MICHELE BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN C PARRISH BOARD MEMBER 1.00
Director
$0 $0 $0
MARILYN PUDER YORK BOARD MEMBER 1.00
Director
$0 $0 $0
CARL ROSEN BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL SPINNER BOARD MEMBER 1.00
Director
$0 $0 $0
DALE TODARO BOARD MEMBER 1.00
Director
$0 $0 $0
DEBORAH STERN BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN SHYN BOARD MEMBER 1.00
Director
$0 $0 $0
MARY JO KRAMER BOARD MEMBER 1.00
Director
$0 $0 $0
ARNOLD RUTKIN BOARD MEMBER 1.00
Director
$0 $0 $0
MARK KREMHELLER BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN ALPERT VICE CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL MAYONE TREASURER 1.00
Officer Director
$0 $0 $0
PENNY YOUNG SECRETARY 1.00
Officer Director
$0 $0 $0
THOMAS HERBIG CHAIR 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,775,187 $2,387,234 $3,131,659 $-612,047
2024 $1,661,688 $2,296,270 $3,601,440 $-634,582
2023 $1,758,901 $2,230,021 $4,227,853 $-471,120
2022 $2,087,618 $1,954,389 $4,591,882 $133,229
2021 $4,824,298 $1,431,847 $4,979,136 $3,392,451
2020 $1,446,764 $1,440,626 $1,629,097 $6,138
2019 $1,479,422 $1,437,915 $1,443,140 $41,507
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