Orchestra Lumos INC

Tax-deductible

Stamford, CT501(c)(3)Arts & CultureEIN 06-6100039

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

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Run by 2 volunteers and 83 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $362K a year · 15% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$168K
to officers and key staff · 7% of spending
Top officer’s pay higher than 74% of similar orgs
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
17
named funders · $242K
Looks good: 17 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$216K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+7% vs prior year
Spent
$2.4M
To programs
82%
Net assets
$2.9M
By yearFY2021–FY2025
Revenue
$1.8M
FY2025▲ +7%
Revenue by fiscal year
FY2021$4.8M
FY2022$2.1M
FY2023$1.8M
FY2024$1.7M
FY2025$1.8M
Expenses
$2.4M
FY2025▲ +4%
Expenses by fiscal year
FY2021$1.4M
FY2022$2.0M
FY2023$2.2M
FY2024$2.3M
FY2025$2.4M
Net assets
$2.9M
FY2025▼ -14%
Net assets by fiscal year
FY2021$4.8M
FY2022$4.2M
FY2023$3.8M
FY2024$3.4M
FY2025$2.9M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $2.0M Management & general 12% · $297K Fundraising 5% · $126K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

22 people listed on the 990; $168K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President & CEO
$168,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Russell Jones’s $168K as President & CEO is at the 74th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Russell Jones$168,000$156,000$170,000$180,000$155,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orchestra Lumos INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Presents passionate, professional concerts and inspiring educational programs.

Provided by the organization

This section is blank until Orchestra Lumos INC claims this page.

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2 program services account for $2.0M of program spending, described in the organization's own filed words · FY2024.
01

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.

$1.8Mprogram expense
02

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.

$203Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 17 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.2M
Fees for servicesLn 2g$413K
Investment incomeLn 3$146K
Money outPt IX
$2.4M
Ln 25
Programscol B$2.0M
Managementcol C$297K
Fundraisingcol D$126K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$3.1M
LiabilitiesLn 26$216K
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$62K
Fundraising eventsLn 1c$169K
Fees for servicesLn 2g$413K
Investment incomeLn 3$146K
Other incomeLn 4–11$13K
Gains on assetsLn 7$14K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$77K
SavingsLn 2$2.5M
Cash and savings togetherLn 1–2$2.5M
Land, buildings, equipmentLn 10c$12K
Total assetsLn 16$3.1M
LiabilitiesLn 26$216K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 583
VolunteersI 62
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.7M$2.5M
Land, buildings, equipmentLn 10c$4K$12K
Total assetsLn 16$3.6M$3.1M
LiabilitiesLn 26$205K$216K
Net assetsLn 32$3.4M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$171K$69K$69K$34K
Other salaries and wagesLn 7$1.1M$989K$95K$43K
Professional fundraising feesLn 11e$36K$36K
Other fees for servicesLn 11g$44K$27K$16K
Advertising and promotionLn 12$180K$180K
Office expensesLn 13$25K$3K$15K$7K
TravelLn 17$5K$510$4K$510
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$29K$29K
Other expenses (24a–d)Ln 24$586K$585K$400
All other expensesLn 24e$180K$108K$67K$5K
Total functional expensesLn 25$2.4M$2.0M$297K$126K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.8M$2.4M−$612K$2.9M 990 PDF
FY2024 $1.7M$2.3M−$635K$3.4M 990 PDF
FY2023 $1.8M$2.2M−$471K$3.8M 990 PDF
FY2022 $2.1M$2.0M$133K$4.2M 990 PDF
FY2021 $4.8M$1.4M$3.4M$4.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,775,187 across 9 lines filed
VIII-1c Fundraising events$168,734
VIII-1e Government grants$62,054
VIII-1f All other contributions, gifts and grants$972,846
VIII-1h Total contributions, gifts and grants$1,203,634
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $412,671$412,671
VIII-3 Investment incomeExcluded from tax $132,128$132,128
VIII-7 Net gain or loss on sales of assetsExcluded from tax $14,001$14,001
VIII-8 Net income from fundraising eventsExcluded from tax $12,753$12,753
VIII-12 Total revenueRelated to mission $412,671 · Unrelated business $0 · Excluded from tax $158,882$1,775,187
Part IX · Statement of functional expenses $2,387,234 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $68,544 · Management $68,544 · Fundraising $34,272$171,360
IX-7 Other salaries and wagesPrograms $988,939 · Management $95,227 · Fundraising $43,474$1,127,640
IX-11e Professional fundraising feesFundraising $36,000$36,000
IX-11g Other fees for servicesPrograms $27,300 · Management $16,437$43,737
IX-12 Advertising and promotionPrograms $179,935$179,935
IX-13 Office expensesPrograms $2,988 · Management $15,426 · Fundraising $6,977$25,391
IX-17 TravelPrograms $510 · Management $4,077 · Fundraising $510$5,097
IX-19 Conferences, conventions and meetingsManagement $1,265$1,265
IX-22 Depreciation, depletion and amortizationPrograms $2,097$2,097
IX-23 InsuranceManagement $28,782$28,782
IX-24 Other expenses (24a–d)Programs $585,413 · Management $400$585,813
IX-24e All other expensesPrograms $107,686 · Management $67,179 · Fundraising $5,252$180,117
IX-25 Total functional expensesPrograms $1,963,412 · Management $297,337 · Fundraising $126,485$2,387,234
Part X · Balance sheet $3,131,659 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $126,523$76,849
X-2 Savings and temporary cash investmentsStart of year $2,583,488$2,463,965
X-3 Pledges and grants receivableStart of year $851,039$499,861
X-9 Prepaid expenses and deferred chargesStart of year $36,480$79,208
X-10c Land, buildings and equipment, netStart of year $3,910$11,776
X-16 Total assetsStart of year $3,601,440$3,131,659
X-17 Accounts payable and accrued expensesStart of year $70,774$104,534
X-19 Deferred revenueStart of year $134,254$111,221
X-26 Total liabilitiesStart of year $205,028$215,755
X-27 Net assets without donor restrictionsStart of year $762,307$737,314
X-28 Net assets with donor restrictionsStart of year $2,634,105$2,178,590
X-32 Total net assets or fund balancesStart of year $3,396,412$2,915,904
X-33 Total liabilities and net assetsStart of year $3,601,440$3,131,659
Part XI · Reconciliation of net assets $2,915,904 net assets at year end
XI-1 Total revenue$1,775,187
XI-2 Total expenses$2,387,234
XI-3 Revenue less expenses−$612,047
XI-4 Net assets at start of year$3,396,412
XI-5 Net unrealized gains (losses) on investments$131,539
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,915,904

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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