2024-05-08T12:33:03-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 135596825 SOCIETY OF THE THIRD STREET MUSIC SCHOOL SETTLEMENT SOCI 2127773240 235 EAST 11TH STREET NEW YORK NY 100037305 VALERIE LEWIS EXECUTIVE DIRECTOR 2127773240 2024-05-06 1 VALERIE LEWIS 999009999 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THIRD STREET MUSIC SCHOOL VALERIE LEWIS 235 EAST 11TH STREET NEW YORK NY 100037305 13365848 0 X WWW.THIRDSTREETMUSICSCHOOL.ORG X 1894 NY TO PROVIDE QUALITY MUSIC & DANCE INSTRUCTION REGARDLESS OF ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCES 33 33 219 34 0 0 5055822 6325021 5251344 5492627 632809 283291 55520 89400 10995495 12190339 1091268 1158105 0 0 6722350 6790878 0 0 657538 2485281 2438950 10298899 10387933 696596 1802406 20136475 23622768 3148497 3847663 16987978 19775105 X TO ENRICH LIVES AND COMMUNITIES BY ENGAGING STUDENTS OF ALL AGES, BACKGROUNDS, RESOURCES AND ABILITIES IN HIGH-QUALITY MUSIC AND DANCE EDUCATION PROGRAMS. (SEE SCHEDULE O FOR EXPANDED MISSION STATEMENT.)THIRD STREET MUSIC SCHOOL SETTLEMENT PROVIDES HIGH-QUALITY MUSIC AND DANCE EDUCATION THROUGH ON-SITE, PUBLIC-SCHOOL AND COMMUNITY PROGRAMS, AS WELL AS AN ARTS-INFUSED PRESCHOOL, TO NEW YORKERS OF ALL AGES, REGARDLESS OF BACKGROUND, ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCE. OUR PROGRAMS ARE TAUGHT BY EXCEPTIONAL FACULTY IN AN ENVIRONMENT THAT NURTURES INDIVIDUAL ACHIEVEMENT AND CREATIVITY, AFFORDING STUDENTS THE OPPORTUNITY TO REACH THEIR FULL ARTISTIC POTENTIAL WHILE DEVELOPING A LIFE-LONG LOVE OF THE ARTS. 0 0 7184318 1158105 4954384 MUSIC AND DANCE INSTRUCTION(SEE SCHEDULE O)AS THE NATION'S LONGEST-RUNNING COMMUNITY MUSIC SCHOOL, THIRD STREET PROVIDES HIGH QUALITY MUSIC AND DANCE INSTRUCTION TO STUDENTS OF ALL AGES, ABILITIES, AND SOCIOECONOMIC BACKGROUNDS. THE MAJORITY OF THIRD STREET'S PROGRAMS SERVE CHILDREN IN GRADES PRE-K THROUGH 12TH-GRADE WITH WEEKLY AFTER-SCHOOL AND WEEKEND INSTRUCTION IN 25+ INSTRUMENTS AND VOICE; GROUP AND ENSEMBLE CLASSES; SEVERAL DANCE DISCIPLINES; MUSIC THEORY, COMPOSITION, AND PRODUCTION; AND PERFORMANCE TRAINING. THIRD STREET ALSO OFFERS EARLY CHILDHOOD PROGRAMS INCLUDING A LICENSED PRESCHOOL AND CLASSES IN MUSIC AND MOVEMENT; AS WELL AS ADULT PROGRAMS SUCH AS FLEXIBLE MUSIC LESSONS, FREE DAYTIME ACCESS TO PRACTICE STUDIOS, DANCE CLASSES, AND ENSEMBLE/PERFORMANCE ACTIVITIES, INCLUDING NEW HORIZONS BANDS FOR OLDER ADULTS. IN 2022-23, THIRD STREET SERVED 6,000+ STUDENTS, INCLUDING 2,117 IN OUR MUSIC & DANCE SCHOOL'S WEEKDAY, AFTER SCHOOL, AND WEEKEND PROGRAMS, AND 4,014 STUDENTS IN OUR PUBLIC-SCHOOL AND COMMUNITY PARTNERSHIPS PROGRAM. THIRD STREET'S OVERALL STUDENT POPULATION REFLECTS THE ETHNIC AND SOCIOECONOMIC DIVERSITY OF NYC: 23% HISPANIC, 22% CAUCASIAN, 22% ASIAN, 16% AFRICAN, AND 7% MIXED RACE. TO ENSURE EQUITABLE ACCESS, THIRD STREET PROVIDED NEED-BASED FINANCIAL AID AND HIGHLY-SUBSIDIZED PROGRAMMING TO OVER 80% OF ITS STUDENTS.OUR ADVANCED YOUTH ENSEMBLE PROGRAM, ISO AT THIRD STREET, SERVED 212 STUDENTS WITH INSTRUCTION IN THREE ORCHESTRAS ORCHESTRA STUDENTS AND A SYMPHONIC BAND. STUDENTS RECEIVED WEEKLY COACHING FROM PROFESSIONAL MUSICIANS AND PERFORMED IN PUBLIC PERFORMANCES AT SYMPHONY SPACE, THE SKIRBALL CENTER FOR THE PERFORMING ARTS, AND CARNEGIE HALL. 1118518 538243 THIRD STREET PARTNERS, SCHOOL & COMMUNITY PARTNERSHIPS (SEE SCHEDULE O)ESTABLISHED OVER 60 YEARS AGO, THIRD STREET PARTNERS IS A SCHOOL AND COMMUNITY PARTNERSHIP PROGRAM THAT REACHES THOUSANDS OF STUDENTS IN PRE-K THROUGH 12TH GRADE ACROSS THE FIVE BOROUGHS. IN 2022-23, THIRD STREET PARTNERS SERVED 4,014 STUDENTS IN 26 PUBLIC SCHOOLS AND HUNDREDS MORE THROUGH PROGRAMS IN FIVE COMMUNITY CENTERS SERVING STUDENTS IN PUBLIC HOUSING. THROUGH THESE PARTNERSHIPS, THIRD STREET PROVIDES TEACHING ARTIST RESIDENCIES IN NYC PUBLIC SCHOOLS AND COMMUNITY CENTERS TO PROVIDE STUDENTS WITH SKILL-BASED, SEQUENTIAL INSTRUCTION THAT RANGES FROM MUSIC AND MOVEMENT, TO AFRICAN PERCUSSION, TO GROUP VIOLIN, AND ROCK BAND. COMMITTED TO SERVING UNDER-RESOURCED POPULATIONS, ABOUT 75% OF STUDENTS ENGAGED IN THIRD STREET PARTNERS ARE LIVING AT OR BELOW THE POVERTY LINE. FOR MANY OF THESE STUDENTS, THIRD STREET'S PROGRAMS ARE THEIR FIRST EXPOSURE TO ARTS EDUCATION.AT THIRD STREET, WE BELIEVE THAT MUSIC AND DANCE ARE ESSENTIAL CORE SUBJECTS TO A CHILD'S EDUCATION. WE OFFER SCHOOLS A CUSTOMIZABLE ARTS EDUCATION PROGRAM THAT IS SUSTAINABLE AND TAILORED TO EACH UNIQUE GROUP OF STUDENTS SERVED. BY WORKING CLOSELY WITH A SCHOOL'S ADMINISTRATION, THIRD STREET DESIGNS A PROGRAM THAT FILLS A GAP IN THE ACADEMIC CURRICULUM. ALL PROGRAMS PROVIDE STUDENTS WITH A FOUNDATIONAL KNOWLEDGE OF MUSICIANSHIP, INCLUDING INSTRUMENTAL SKILLS, RHYTHM, PITCH, MUSIC THEORY AND VOCABULARY, AND A BASIC SET OF REPERTOIRE. PROGRAMS ARE TYPICALLY YEAR-ROUND FOR 28-32 WEEKS, BEGINNING IN SEPTEMBER THROUGH JUNE AND CULMINATING WITH PERFORMANCE OPPORTUNITIES. FURTHER, STUDENTS ARE INVITED TO PARTICIPATE IN THE MUSIC & DANCE SCHOOL'S BRIDGE-TO-THE-ARTS ACCESS PROGRAM PARTNERS@3RD, WHICH OFFERS STUDENTS THE OPPORTUNITY TO PARTICIPATE IN A YEAR OF FREE SMALL GROUP INSTRUCTION IN AN INSTRUMENT OF THEIR CHOICE AT THIRD STREET'S HEADQUARTERS. 413151 COMMUNITY CONCERTS(SEE SCHEDULE O)IN 2022-23, THIRD STREET PRESENTED OVER 250 FREE PUBLIC PERFORMANCES, ENRICHING THE COMMUNITY THROUGH THE SHARED LANGUAGE OF THE ARTS. HIGHLIGHTS INCLUDED OUR ANNUAL MUSIC IN ABE LEBEWOHL PARK OUTDOOR CONCERT SERIES, OUR LIVESOUNDS CONCERT SERIES WITH PERFORMANCES BY THIRD STREET FACULTY, AND DOZENS OF STUDENT PERFORMANCES INCLUDING OUR ANNUAL ALL ORCHESTRAS CONCERT, STOWE C. PHELPS HONORS CONCERT, NYC SYMPHONIC BAND CONCERT, PIANO HONORS SHOWCASE, BARBARA E. FIELD CHAMBER MUSIC CONCERT, AND STRING 'STRAVAGANZA. THE YEAR CULMINATED IN A SPECIAL ISO AT THIRD STREET CONCERT AT CARNEGIE HALL. 8715987 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 82 0 1 219 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X SYLVIE HENRY 2127773240 235 EAST 11TH STREET NEW YORK NY 10003 PETER FLINT JR CHAIR 1.00 X X 0 0 0 ANDREA DIPASQUALE VICE PRESIDENT 1.00 X X 0 0 0 ARIEL FAUSTO VICE PRESIDENT 1.00 X X 0 0 0 MATT L SPERLING VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM LIVINGSTON IV TREASURER 1.00 X X 0 0 0 STAN SAGNER SECRETARY 1.00 X 0 0 0 BYRON BELL DIRECTOR 1.00 X 0 0 0 JESSICA CHU DIRECTOR 1.00 X 0 0 0 SYLVIA V DOOLEY DIRECTOR 1.00 X 0 0 0 CARRIE ELSTON TUNICK DIRECTOR 1.00 X 0 0 0 BEAU EVERETT DIRECTOR 1.00 X 0 0 0 SHVETA KAKAR DIRECTOR 1.00 X 0 0 0 MONICA LAI DIRECTOR 1.00 X 0 0 0 ERIK D LINDAUER DIRECTOR 1.00 X 0 0 0 ANTHONY MACCIARULO DIRECTOR 1.00 X 0 0 0 MARCELO MESSER DIRECTOR 1.00 X 0 0 0 VICTORIA M MIGLIACCIO DIRECTOR 1.00 X 0 0 0 JESSIE MONTGOMERY DIRECTOR 1.00 X 0 0 0 JEFF PERETZ DIRECTOR 1.00 X 0 0 0 ERIKA PETERSON DIRECTOR 1.00 X 0 0 0 MARGARITA RAMOS DIRECTOR 1.00 X 0 0 0 JASON REED DIRECTOR 1.00 X 0 0 0 ALEXANDRA ROMERO DIRECTOR 1.00 X 0 0 0 ADRIAN ROSS DIRECTOR 1.00 X 0 0 0 KARA SAXON DIRECTOR 1.00 X 0 0 0 PETER FG SCHUUR DIRECTOR 1.00 X 0 0 0 ANDREW SCHWARTZ DIRECTOR 1.00 X 0 0 0 TATIANA SERAFIN DIRECTOR 1.00 X 0 0 0 RACHNA SHAH DIRECTOR 1.00 X 0 0 0 YOHANNA SOWLER DIRECTOR 1.00 X 0 0 0 FELIPE TOEWS DIRECTOR 1.00 X 0 0 0 BARBARA TRACY DIRECTOR 1.00 X 0 0 0 DIANA WEGE DIRECTOR 1.00 X 0 0 0 GUS WENNER DIRECTOR 1.00 X 0 0 0 VALERIE LEWIS EXECUTIVE DIRECTOR 35.00 X 275177 0 11608 SEEROJNEE HENRY DIRECTOR OF FINANCE & ADMINISTRATION 35.00 X 187701 0 7085 NANCY MORGAN CHIEF PROGRAM OFFICER 35.00 X 192086 0 6661 LOYI MALU DIRECTOR OF STUDENT SERVICES 35.00 X 151222 0 8089 PATRICK PIERRE DIRECTOR OF OPERATIONS 35.00 X 134032 0 6445 HANNAH MARGOLIES DIRECTOR OF DEVELOPMENT 35.00 X 118913 0 6279 BRANDON TESH DIRECTOR OF MUSIC AND DANCE 35.00 X 112059 0 4888 KRISTEN KENTNER DIRECTOR OF MARKETING 35.00 X 111058 0 5842 1282248 0 56897 8 0 1 0 0 872706 3706705 1745610 58368 6325021 TUITION & REGISTRATION 611600 4954384 4954384 SCHOOL PARTNERSHIPS 611600 538243 538243 5492627 260571 260571 1056224 1033504 22720 22720 22720 142005 872706 142005 0 MISCELLANEOUS 900099 89400 89400 89400 12190339 5492627 0 372691 1158105 1158105 674540 321664 280930 71946 5090245 4593029 226635 270581 60310 56865 933 2512 483783 414161 41390 28232 482000 411470 42012 28518 29668 29668 49174 49174 33310 33310 269563 155723 49589 64251 49521 49521 261317 184385 32349 44583 118230 77965 28406 11859 267419 240583 24813 2023 33375 20421 12172 782 162340 147552 10844 3944 552505 485361 62071 5073 108699 70123 33986 4590 INSTRUMENTS, TUNING & R 139756 139756 SPECIAL EVENTS (NON-DIR 113801 505 113296 SECURITY AND CUSTODIAL 104914 92138 11813 963 REPAIRS AND MAINTENANCE 64912 57007 7309 596 80446 39653 37004 3789 10387933 8715987 1014408 657538 417364 16144 1195004 1645049 485367 1991935 2014746 2828379 51558 37410 11611811 7445902 3888420 4165909 11513279 11872620 570737 1065322 20136475 23622768 691086 559270 2457411 3288393 3148497 3847663 X 9575358 11652990 7412620 8122115 16987978 19775105 20136475 23622768 X 1802406 934721 50000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5848521 631230 276221 6203530 7208451 -1084774 275156 5848521 5869200 36000 1578741 275490 7208451 5898490 200 241521 271011 5869200 5824881 15862 322586 264839 5898490 0.00000 0.70599 0.29401 0 0 169495 169495 747179 747179 0 9091190 5418885 3672305 1055242 831665 223577 548705 448173 100532 4165909 12093320 934721 50000 984721 11108599 33310 1048430 1081740 12190339 9306193 0 9306193 33310 1048430 1081740 10387933 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT FUNDS ARE RESTRICTED FOR: 1- SCHOLARSHIP/ FINANCIAL AID; 2- FACULTY DEVELOPMENT; 3- GENERAL PURPOSES INCLUDING PROGRAM SUPPORT; AND 4- BARBARA FIELD CHAMBER MUSIC FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS ASSUMED FOR ASSIGNMENT WITH INTERSCHOOL ORCHESTRAS OF NEW YORK 50,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS & TUITION ASSISTANCE NETTED AGAINST INCOME 1,048,430. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS & TUITION ASSISTANCE NETTED AGAINST INCOME 1,048,430. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ON WEBSITE, COURSE CATALOG. SCHEDULE E, PART I, LINE 6 U.S DEPARTMENT OF THE TREASURY - ERTC 1,770,475 DORMITORY AUTHORITY OF THE STATE OF NEW YORK 1,050,000 NYS COUNCIL ON THE ARTS 560,500 NYC DEPARTMENT OF CULTURAL AFFAIRS 285,730 NATIONAL ENDOWMENT FOR THE ARTS 40,000 ----------- $3,706,705 =========== ANNUAL GALA 1014711 872706 142005 142005 1014711 872706 142005 142005 142005 0 1 SCHOLARSHIPS, TUITION ASSISTANCE 888 1048430 FMV TUITION REDUCTIONS FELLOWSHIPS 40 109675 PART I, LINE 2: SCHOLARSHIPS AND TUITION ASSISTANCE ARE ENTIRELY NON CASH REDUCTIONS IN TUITION VIA SCHOLARSHIPS, TUITION ASSISTANCE AND INCENTIVE AWARDS. THEIR USE IS ENTIRELY CONTROLLED BY THE SCHOOL AND RECORDED VIA THE ACCOUNTS RECEIVABLE SYSTEM. FELLOWSHIPS ARE FOUR-YEAR SCHOLARSHIPS AWARDED TO STUDENTS WITH FINANCIAL NEED WHO HAVE STUDIED MUSIC AT THIRD STREET AND ARE ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY TO CONTINUE A STUDY IN MUSIC. APPLICATIONS ARE JUDGED BY A PANEL OF EXPERTS MADE UP OF EDUCATORS, SCHOOL ADMINISTRATORS AND EXPERTS IN THE FIELD. ELIGIBLE EDUCATIONAL EXPENSES INCLUDE TUITION, ROOM AND BOARD, BOOKS AND REQUIRED FEES. THE FUNDS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITY. X X X X 0 0 0 0 0 0 0 0 0 VALERIE LEWIS EXECUTIVE DIRECTOR 267369 0 0 0 7808 0 9608 0 2000 0 286785 0 0 0 SEEROJNEE HENRY DIRECTOR OF FINANCE & ADMINISTRATION 181101 0 5000 0 1600 0 6475 0 610 0 194786 0 0 0 NANCY MORGAN CHIEF PROGRAM OFFICER 187086 0 5000 0 0 0 6661 0 0 0 198747 0 0 0 LOYI MALU DIRECTOR OF STUDENT SERVICES 151222 0 0 0 0 0 5080 0 3009 0 159311 0 0 0 X 4 58368 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE. AFTER THIS REVIEW A COMPLETE COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. BOARD APPROVAL IS REQUIRED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST IN ANY CORPORATION OR OTHER ORGANIZATION WHICH PROVIDES GOODS OR PROFESSIONAL OR OTHER SERVICES TO THE SCHOOL FOR A FEE OR OTHER COMPENSATION. ANY CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. PERSONS WITH A CONFLICT MAY NOT DELIBERATE OR VOTE ON MATTERS IN WHICH THEY HAVE AN INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS INCLUDES ALL OF THESE ELEMENTS: 1. REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS; 2. USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS; AND 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THE PROCESS IS USED TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR WHO HAS BEEN DETERMINED TO BE THE ONLY KEY EMPLOYEE OF THE SCHOOL WHO REQUIRES THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION'S WEBSITE, WWW.GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS ASSUMED FROM ASSIGNMENT WITH INTERSCHOOL ORCHESTRAS OF NY, INC. 50,000. FORM 990, PART XII LINE 2C: NO CHANGE SINCE PRIOR YEAR. FORM 990, PART XI, LINE 9: NET ASSETS ASSUMED DURING FY 23, THE NEW YORK STATE ATTORNEY GENERAL APPROVED THE DISSOLUTION OF INTERSCHOOL ORCHESTRAS OF NEW YORK, INC. ("ISO"), PURSUANT TO AN ASSIGNMENT AND ASSUMPTION AGREEMENT BETWEEN THE SCHOOL AND ISO, THE SCHOOL ASSUMED ISO'S NET ASSETS AND WILL CONTINUE ALL OF ISO'S PROGRAM ACTIVITIES.