2025-12-02T12:25:44-06:00 2025-06-30 061438606 ZACKIN ZIMYESKI SULLIVAN CPA LLC 333 CHURCH STREET NAUGATUCK CT 06770 990 2024-07-01 066000592 NEW HAVEN SYMPHONY ORCHESTRA INC NEWH 2038650831 4 HAMILTON STREET NEW HAVEN CT 06511 ELAINE C CARROLL CEO 2038650831 2025-12-02 1 1 KEITH F SULLIVAN P00372938 2037532200 2025-11-26 2024 2025-03-06 01:10:19Z ELAINE C CARROLL 4 HAMILTON STREET NEW HAVEN CT 06511 2546526 0 X HTTPS://NEWHAVENSYMPHONY.ORG X 1929 CT THE NHSO ENRICHES CONNECTICUT'S CULTURAL LANDSCAPE THROUGH EXCEPTIONAL PERFORMANCES AND EDUCATION PROGRAMS THAT ARE ACCESSIBLE TO RESIDENTS FROM ALL WALKS OF LIFE. INNOVATIVE PROGRAMMING OFFERED STATEWIDE INSPIRES DEEPER AUDIENCE ENGAGEMENT AND MEANINGFUL ARTISTIC AND EDUCATIONAL COLLABORATIONS WHICH INCREASE THE REACH AND IMPACT OF THE SYMPHONY. AUTHENTIC COMMITMENTS TO DIVERSITY, EQUITY, INCLUSION, AND ACCESS MOVE THE NHSO TO PROVIDE REPRESENTATION THAT REFLECTS THE RICHLY DIVERSE COMMUNITIES WE SERVE IN ALL AREAS OF SYMPHONY LEADERSHIP. 22 22 274 42 0 0 2236348 1936632 383481 476323 31327 67868 21742 49015 2672898 2529838 0 0 0 0 1484135 1713352 0 0 321409 994422 1045843 2478557 2759195 194341 -229357 4837109 4749903 151482 194085 4685627 4555818 X THE NEW HAVEN SYMPHONY ORCHESTRA ENRICHES CONNECTICUT'S CULTURAL LANDSCAPE THROUGH EXCEPTIONAL PERFORMANCES AND EDUCATION PROGRAMS THAT ARE ACCESSIBLE TO RESIDENTS FROM ALL WALKS OF LIFE. INNOVATIVE PROGRAMMING OFFERED STATEWIDE INSPIRES DEEPER AUDIENCE ENGAGEMENT AND MEANINGFUL ARTISTIC AND EDUCATIONAL COLLABORATIONS WHICH INCREASE THE REACH AND IMPACT OF THE SYMPHONY. AUTHENTIC COMMITMENTS TO DIVERSITY, EQUITY, INCLUSION, AND ACCESS MOVE THE NHSO TO PROVIDE REPRESENTATION THAT REFLECTS THE RICHLY DIVERSE COMMUNITIES WE SERVE IN ALL AREAS OF SYMPHONY LEADERSHIP. 0 0 1008435 287606 CLASSICS SERIES: IN THE 2024-25 SEASON, THE NHSO PERFORMED MAINSTAGE ORCHESTRA CONCERTS AT WOOLSEY HALL AT YALE UNIVERSITY, THE JOHN C. LYMAN CENTER FOR THE PERFORMING ARTS AT SOUTHERN CONNECTICUT STATE UNIVERSITY, ST. MARY'S CHURCH, SHELTON HIGH SCHOOL, AND SHELTON INTERMEDIATE SCHOOL.MUSIC DIRECTOR PERRY SO CELEBRATED HIS FIRST SEASON AS THE NHSO'S MUSIC DIRECTOR WITH CONCERTS LIKE DANZAS SINFONICAS THAT INCLUDED LATIN GRAMMY-WINNER TRUMPETER PACHO FLORES; A REIMAGINING OF BEETHOVEN'S ONLY BALLET, THE CREATURES OF PROMETHEUS, WITH SPOKEN WORD POETRY PERFORMED BY NEW HAVEN'S POET LAUREATE SHARMONT LITTLE; CANDLELIGHT CONCERTS; AND THE NEW HAVEN PREMIERE OF NATHANIEL DETT'S ORATORIO, THE ORDERING OF MOSES. PIECES PLAYED CAME FROM THE MUSICAL REPERTOIRE OF, LUDWIG VAN BEETHOVEN, JOHANNES BRAHMS, UNSUK CHIN, GABRIELA LENA FRANK, DANIEL FREIBERG, ALBERTO GINASTERA, JOSEPH HAYDN, ARTURO MARQUEZ, OTTORINO RESPIGHI, SILVESTRE REVUELTAS, NIKOLAI RIMSKY-KORSAKOV, CLARA SCHUMANN, ANTONIO VIVALDI, RALPH VAUGHAN WILLIAMS, DU YUN. 351300 133453 POPS SERIES: THE NHSO'S VENERABLE POPS SERIES CONCERTS BEGAN IN 1945 AT THE NEW HAVEN ARENA AND HAVE FEATURED SUCH ESTEEMED ARTISTS AS DAVE BRUBECK, JUDY COLLINS, DIZZY GILLESPIE, BENNY GOODMAN, MARVIN HAMLISCH, SKITCH HENDERSON, WYNTON MARSALIS, DUDLEY MOORE, BUDDY RICH, DOC SEVERINSON, ARTIE SHAW, JAMES TAYLOR, AND SARAH VAUGHAN.PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON, II LED THE SYMPHONY'S POPULAR HOLIDAY EXTRAVAGANZA AS WELL AS IT'S MAGIC! JOAN ELLISON SWINGS IN HIGH FIDELITY. THE POPS SERIES, WHICH HELD PROGRAMS AT LYMAN CENTER AT SCSU AND SHELTON HIGH SCHOOL, CONCLUDED WITH A NEW SHOW CREATED IN COLLABORATION WITH VIDEO GAME FUNK-FUSION BAND DISCOCACTUS. 328792 59818 EDUCATION PROGRAMS:THE NEW HAVEN SYMPHONY ORCHESTRA'S COMPREHENSIVE EDUCATION PROGRAMS ANNUALLY BRING ORCHESTRAL MUSIC TO CHILDREN THROUGHOUT THE STATE OF CONNECTICUT. INNOVATIVE EDUCATION PROGRAMS INCLUDE:FAMILY CONCERT SERIES DESIGNED EXCLUSIVELY FOR SMALL ENSEMBLES THAT ALLOW FOR AN INTIMATE AND INTERACTIVE EXPERIENCE, THE NHSO OFFERED TWO FAMILY CONCERT PROGRAMS, EACH PERFORMED IN MULTIPLE NEIGHBORHOODS AND REGIONAL VENUES WITH NHSO OFFERING A SENSORY-FRIENDLY PERFORMANCE OF EACH PROGRAM. 2024-2025 OFFERINGS INCLUDED A NEW ORLEANS SUMMER SWING CONCERT WITH NHSO BRASS PLAYERS, AND AN EXPLORATION OF THE ANIMAL KINGDOM WITH THE PROGRAM THREE LITTLE PIGS AND ANANSI THE SPIDER.YOUNG PEOPLE'S CONCERTS YOUNG PEOPLE'S CONCERTS HAVE BROUGHT FULL ORCHESTRA PERFORMANCES TO PUBLICSCHOOL CHILDREN FOR MORE THAN 90 YEARS. THESE PERFORMANCES ARE PRODUCED IN PARTNERSHIP WITH PUBLIC SCHOOLS ACROSS THE STATE. THE NHSO WELCOMES THOUSANDS OF YOUNG LISTENERS TO CONCERTS DESIGNED EXPRESSLY FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS, SUPPORTED BY AN EXTENSIVE CURRICULUM GUIDE THAT SUPPORTS STATE AND NATIONAL TEACHING STANDARDS. MANY OF THE SCHOOLS HOST PRE-CONCERT VISITS TO THEIR CLASSROOMS BY NHSO TEACHING ARTISTS. A SIGNIFICANT NUMBER OF STUDENTS HEAR LIVE CLASSICAL MUSIC FOR THE FIRST TIME THROUGH THIS PROGRAM. THIS YEAR, THE NHSO OFFERED FREE, PUBLIC PERFORMANCES OF THIS PROGRAM IN NEW HAVEN, AS WELL AS IN-SCHOOL FIELD TRIP STYLE PERFORMANCES.CREATING MUSICAL READERSCREATING MUSICAL READERS HIGHLIGHTS INSTRUMENTS FROM EACH OF THE FOUR FAMILIES OF THE ORCHESTRA IN THE CONTEXT OF LITERACY ACTIVITIES. PROGRAMS ARE PERFORMED AT SCHOOLS, COMMUNITY CENTERS, LIBRARIES, AND THE CONNECTICUT CHILDREN'S MUSEUM. DESIGNED FOR PRE-K THROUGH 2ND GRADE, MUSIC AND STORYTELLING ARE COMBINED TO ENCOURAGE AVID READING AND BEGIN A LIFETIME OF MUSICAL AWARENESS. EACH 45-MINUTE PROGRAM FEATURES AN NHSO MUSICIAN ACCOMPANYING A STORYBOOK ON THEIR INSTRUMENT, WITH BOOK TITLES INCLUDING MOLE MUSIC (VIOLIN), TUBBY THE TUBA (TUBA), AND RALPH'S SECRET WEAPON (BASSOON). PRESENTING PARTNERS CONTINUE TO BRING NHSO TEACHING ARTISTS BACK DUE TO THE PROGRAM'S POSITIVE IMPACT ON YOUNG READERS.YOUNG COMPOSERS PROJECTTHE PROJECT IS A 2-YEAR EXTRACURRICULAR PROGRAM FOR TALENTED AND ENGAGED HIGH SCHOOL STUDENTS TO PARTICIPATE IN ADVANCED MUSICAL STUDY. STUDENTS COMPLETE MUSIC THEORY COURSES; PARTICIPATE IN PRIVATE COMPOSITION LESSONS AND MONTHLY COMPOSITION SEMINARS; AND WORKSHOP DIRECTLY WITH PROFESSIONALS. THE PROJECT CULMINATES IN AN ANNUAL PREMIERE PERFORMANCE OF A CHAMBER WORK WITH THE MUSICIANS OF THE NHSO, WHICH IS RECORDED FOR THE STUDENTS. THE NHSO'S YOUNG COMPOSERS PROJECT HAS WON NATIONAL RECOGNITION FOR BOTH ITS DEPTH OF STUDY AND THE PRESTIGIOUS PERSONNEL INVESTED IN THE COMPOSERS' GROWTH.ALL PARTICIPANTS FROM THE PREVIOUS COHORTS HAVE GAINED ACCESS TO CONSERVATORY AND HIGHER-EDUCATION MUSIC PROGRAMS. 427244 HARMONY FELLOWSHIP FOR UNDERREPRESENTED MUSICIANS, CONDUCTORS, ARTS ADMINISTRATORS, AND BOARD LEADERSTHE NHSO'S HARMONY FELLOWSHIPS , ORIGINALLY FUNDED BY THE ANN & GORDON GETTY FOUNDATION THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS, PROVIDE VITAL EARLY CAREER SUPPORT TO INSTRUMENTALISTS, CONDUCTORS, ARTS ADMINISTRATIVE, AND BOARD FELLOWS, BRINGING INCREASED DIVERSITY TO ALL AREAS OF THE SYMPHONY.THE INSTRUMENTAL FELLOWSHIP ACCEPTS A COHORT OF TWO MUSICIANS FROM UNDERREPRESENTED BACKGROUNDS EVERY YEAR FOR A TWO-YEAR FELLOWSHIP. FELLOWS RECEIVE LESSONS, PARTICIPATE IN PROFESSIONAL DEVELOPMENT SUCH AS MOCK AUDITIONS, AND HAVE THE OPPORTUNITY TO PLAY CONCERTS WITH THE ORCHESTRA. AT THE END OF THE TWO-YEAR FELLOWSHIP, EACH FELLOW WILL BE INVITED TO ANY FUTURE OPPORTUNITY TO AUDITION FOR THE NHSO AND PAST FELLOWS HAVE WON SPOTS ON THE NHSO SUBSTITUTE LISTEACH COHORT, ALONG WITH TWO NHSO ORCHESTRA MEMBERS, FORMS ONE OF TWO HARMONY QUARTETS. THE HARMONY QUARTETS ARE INTEGRAL TO NHSO EDUCATION PROGRAMS THAT FOCUS ON RESILIENCE AND CONFLICT RESOLUTION. CONDUCTING FELLOWS RECEIVE MENTORSHIP FROM MUSIC DIRECTOR PERRY SO AND PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON WHILE ADMINISTRATIVE AND BOARD FELLOWS ARE PAIRED WITH STAFF AND BOARD MEMBERS TO WORK ON PROJECTS AND COMMITTEES THAT ALIGN WITH THEIR PROFESSIONAL GOALS. 427244 2115771 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 53 0 1 274 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X LOURDES RODRIGUEZ 2038650831 4 HAMILTON STREET NEW HAVEN CT 06511 CRAIG D HLAVAC PRESIDENT 3.00 X X 0 0 0 RUBEN RODRIGUEZ SECRETARY 1.00 X X 0 0 0 PATRICK DUNLEAVEY TREASURER 1.00 X X 0 0 0 AMEY MARRELLA VICE PRESIDENT 2.00 X X 0 0 0 BURTON ALTER DIRECTOR 1.00 X 0 0 0 LINDA ASTMANN DIRECTOR 1.00 X 0 0 0 JONATHAN BERRYMAN DIRECTOR 1.00 X 0 0 0 THOMAS CAVALIERE DIRECTOR 1.00 X 0 0 0 KEITH CHURCHWELL DIRECTOR 1.00 X 0 0 0 ELIZABETH DONIUS DIRECTOR 1.00 X 0 0 0 BERT DOVO DIRECTOR 1.00 X 0 0 0 BILL FOX DIRECTOR 1.00 X 0 0 0 JOSE GARCIA-LEON DIRECTOR 1.00 X 0 0 0 ZANAIYA LEON DIRECTOR 1.00 X 0 0 0 ANNIE LIN DIRECTOR 1.00 X 0 0 0 GEORGE LOGAN DIRECTOR 1.00 X 0 0 0 RICHARD LOPRESTI DIRECTOR 1.00 X 0 0 0 JAMES MORLEY DIRECTOR 1.00 X 0 0 0 GREGORY MUCCILLI DIRECTOR 1.00 X 0 0 0 DAVID RYAN DIRECTOR 1.00 X 0 0 0 CRISTI STROUD DIRECTOR 1.00 X 0 0 0 LYNN TANOUE DIRECTOR 1.00 X 0 0 0 ELAINE CARROLL CEO 40.00 X 200814 0 0 200814 0 0 1 0 1 0 PAK HIN PERRY SO 2327 GORDON AVE ST PAUL MN 55108 MUSIC DIRECTOR 150000 1 91666 1844966 113689 1936632 CONCERT TICKET SALES 711130 350685 350685 CONTRACTED SERVICES 711130 125638 125638 476323 67868 67868 8206 8206 52943 16688 36255 36255 MISCELLLANEOUS 900099 4554 4554 4554 2529838 480877 0 112329 X 200814 70285 70285 60244 1317566 1022570 103183 191813 70189 50059 9520 10610 124783 88995 16925 18863 377324 307096 63191 7037 54172 19823 28092 6257 46270 37020 4625 4625 98199 93881 4139 179 4950 4950 11222 9539 1683 HALL RENTAL & CONCERT P 272863 272863 PRINT AND BROADCASTING 96165 93003 3162 BANK FEES 20419 19256 381 782 MUSIC & PROGRAM SUPPLIE 18012 14504 3186 322 46247 16877 11855 17515 2759195 2115771 322015 321409 1815286 304754 322604 1628214 84075 3000 950103 932237 13187 10525 186831 157533 34248 29298 405788 563324 1211818 1278551 4837109 4749903 125633 181343 25849 12742 151482 194085 X 3118539 3201971 1567088 1353847 4685627 4555818 4837109 4749903 -229357 99548 0 X 0 1 X 1 0 X 1788129 2969533 2351855 2120551 1972887 11202955 214464 120560 93779 115457 113689 657949 2002593 3090093 2445634 2236008 2086576 11860904 3955248 7905656 25159 -30674 33561 34697 67868 130611 18531 37255 21154 1369 4554 82863 12074378 1382594 0.65470 0.72330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1211818 82212 60364 62364 13479 1157823 1176174 58004 59554 64554 17360 1211818 1153270 10000 23672 7332 3436 1176174 1360892 -181334 64390 11898 1153270 1114602 256306 5000 5016 1360892 0 1 1 186831 157533 29298 29298 INVESTMENTS HELD IN CFGNH AGENCY FUNDS 563324 F 563324 BENEFICIAL INTEREST IN THE NET ASSETS OF NHSO FOUNDATION, INC 1278551 1278551 X 2629386 99548 99548 2529838 0 2529838 2759195 0 2759195 0 2759195 PART V, LINE 4: THE FUNDS ARE HELD BY A RELATED ORGANIZATION AND ARE AVAILABLE TO SUPPLEMENT THE REVENUE NEEDED TO SUPPORT THE ORGANIZATION'S MISSION AND TO BUILD AN OPERATING RESERVE. PART X, LINE 2: THE ORGANIZATION IS INCORPORATED IN THE STATE OF CONNECTICUT AND IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNRAISING EXPENSE INCLUDED IN REVENUE PART X, LINE 2 THE ORGANIZATION IS INCORPORATED IN THE STATE OF CONNECTICUT AND IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS X 0 CT GALA 52943 52943 4244 11844 600 52943 52943 4244 11844 600 16688 36255 SCHEDULE G, PART I, LINE 2B, COLUMN (V) ANNUAL GALA HELD TO RAISE MONEY FOR THE ORGANIZATION X 0 0 0 0 0 0 0 0 0 ELAINE CARROLL CEO 170638 0 0 0 30176 0 0 0 0 0 200814 0 0 0 X ADVERTISING 1 58570 FAIR MARKET ESTIMATE X OFFICE SPACE 1 41151 FAIR MARKET ESTIMATE X PROFESSIONAL SERVICES 1 13968 FAIR MARKET ESTIMATE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE IMPLEMENTS AND REGULARLY REVIEWS THE POLICY AND COMPLIANCE BY ANNUALLY DISTRIBUTING THE CONFLICT OF INTEREST POLICY TO STAFF AND BOARD MEMBERS, RESOLVING ANY CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS BASED ON COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION'S ADDRESS. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON GIVEGREATER.ORG FORM 990, PART IX, LINE 11G GUEST ARTISTS & OTHER PROFESSIONALS: PROGRAM SERVICE EXPENSES 307096. MANAGEMENT AND GENERAL EXPENSES 63191. FUNDRAISING EXPENSES 7037. TOTAL EXPENSES 377324. NHSO FOUNDATION INC PO BOX 9718 NEW HAVEN CT 06536 061317805 OWNING AN ENDOWMENT FUND FOR THE BENEFIT OF THE NEW HAVEN SYMPHONY ORCHESTRA CT 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEW HAVEN SYMPHONY ORCHESTRA FOUNDATION INC C CASH RECEIVED