Nonprofit · EIN 06-6100039
ORCHESTRA LUMOS INC
Tax-exempt · STAMFORD, CT 06901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,775,187 | $2,387,234 | -$612,047 | $3,131,659 | $215,755 | $2,915,904 |
| June 30, 2024 | 990 | $1,661,688 | $2,296,270 | -$634,582 | $3,601,440 | $205,028 | $3,396,412 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,203,634
- of which government grants
- $62,054
- Program service revenue
- $412,671
- Investment income
- $146,129
- Net gain from sales of assets
- $14,001
- Net income from fundraising events
- $12,753
- Other revenue
- $12,753
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $171,360
- Other salaries and wages
- $1,127,640
- Salaries, compensation and benefits (total)
- $1,299,000
- Professional fundraising fees
- $36,000
- Travel
- $5,097
- Depreciation
- $2,097
- Program services (functional)
- $1,963,412
- Management and general (functional)
- $297,337
- Fundraising (functional)
- $126,485
Balance sheet and other
- Total assets, start of year
- $3,601,440
- Total assets, end of year
- $3,131,659
- Total liabilities, end of year
- $215,755
- Net assets, end of year
- $2,915,904
- Land, buildings and equipment
- $11,776
- Net assets without donor restrictions
- $737,314
- Net assets with donor restrictions
- $2,178,590
- Gross receipts
- $1,880,738
- Employees
- 149
- Volunteers
- 6
- Year formed
- 1977
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RUSSELL JONES | PRESIDENT & CEO Officer | 40 | $168,000 | $3,360 |
| SAM ABERNETHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIET H FORRESTER-ALEXANDRE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMAS HAENDLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN JOVE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY KALTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM LEACH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHERINE MICHELE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN C PARRISH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARILYN PUDER YORK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARL ROSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL SPINNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALE TODARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH STERN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN SHYN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY JO KRAMER | BOARD MEMBER Trustee or director | 1 | $0 |
| ARNOLD RUTKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK KREMHELLER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHEN ALPERT | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL MAYONE | TREASURER Trustee or director, Officer | 1 | $0 |
| PENNY YOUNG | SECRETARY Trustee or director, Officer | 1 | $0 |
| THOMAS HERBIG | CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RUSSELL JONES | PRESIDENT & CEO Trustee or director, Officer | 0 | $156,000 | $3,120 |
| KEITH REYNOLDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARL ROSIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARILYN PUDER YORK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN C PARRISH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHERINE MICHELE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN SHYN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETER WEITZNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH STERN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL SPINNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALE TODARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALAN MCINTYRE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMAS HAENDLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANNA ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIET H FORRESTER-ALEXANDRE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SAM ABERNETHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PHILIP FARESE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM LEACH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY KALTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN JOVE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MAYONE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN ALPERT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUE LORENTSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PENNY YOUNG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS HERBIG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 263 TRESSER BLVD, STAMFORD, CT 06901-3236
- In care of
- % RUSSELL JONES
- Signed the 990
- RUSSELL JONES, PRESIDENT & CEO
- Phone
- (203) 325-1407
- Website
- HTTPS://ORCHESTRALUMOS.ORG
- Return prepared by
- VISCONTI & ASSOCIATES PC
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 accomplishments
- 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.Expenses $1,760,511 · revenue $403,121
- 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.Expenses $202,901 · revenue $9,550
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-6100039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $3,131,659
- Income (IRS master file)
- $1,880,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,775,187 | $2,387,234 | $3,131,659 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,661,688 | $2,296,270 | $3,601,440 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,758,901 | $2,230,021 | $4,227,853 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6100039).
Questions about ORCHESTRA LUMOS INC
- What is the EIN of ORCHESTRA LUMOS INC?
- The employer identification number (EIN) of ORCHESTRA LUMOS INC is 06-6100039.
- Is ORCHESTRA LUMOS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to ORCHESTRA LUMOS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORCHESTRA LUMOS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORCHESTRA LUMOS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORCHESTRA LUMOS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of ORCHESTRA LUMOS INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 1 received compensation from the organization, the highest $168,000 (RUSSELL JONES, PRESIDENT & CEO).
- How much revenue does ORCHESTRA LUMOS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,775,187, expenses of $2,387,234 and total assets of $3,131,659 at year end.
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