Orchestra Lumos INC: FY2021 Nonprofit Profile & Form 990 (EIN 06-6100039)

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021
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.

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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.

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2 programs · $1.0M · in their own filed words · FY2020

01

Being an Orchestra in the Time of Covid

Coronavirus hit fairfield county hard but we very quickly recognized we could continue to bring music and entertainment to our audience and the wider community. During the year the stamford symphony channel came of age. Free of charge on our website, the channel provides music, talks, content for kids, interviews, and articles.

$955Kprogram expense

02

Increasing the Footprint

At the start of the year the symphony was proud to announce a major investment to its mission. Nicolas gonzalez was appointed the symphonys first community engagement and education manager.

$89Kprogram expense

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

Steve and Diane Parrish FoundationFY2024$75K

Fidelity Investments Charitable Gift FundFY2024$41K

Giving Bee Family FoundationFY2024$25K

The James & Mary Ellen Marpe Family FoundationFY2024$24K

Garden Homes FundFY2024$15K

Louis J Casale JR Charitable Foundation INCFY2024$10K

Uncle Larrys FundFY2024$10K

American Online Giving Foundation INCFY2024$10K

Total grants receivedfrom 17 funders$242K

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By the numbers

The FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$4.8M

Ln 12

Gifts and grantsLn 1h$4.4M

Investment incomeLn 3$146K

Fees for servicesLn 2g$139K

Money outPt IX

$1.4M

Ln 25

Programscol B$1.0M

Managementcol C$174K

Fundraisingcol D$214K

Owns and owesPt X

$4.8M

net assets · Ln 32

Cash and savingsLn 1–2$2.4M

Total assetsLn 16$5.0M

LiabilitiesLn 26$188K

PeoplePt VI, VII

25

listed · VII A

PaidVII A1

Voting boardVI 1a24

IndependentVI 1b24

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.4M

Government grantsLn 1e$387K

Fees for servicesLn 2g$139K

Investment incomeLn 3$146K

Other incomeLn 4–11$100K

Total revenueLn 12$4.8M

Assets in detailPt X, end of year

CashLn 1$110K

SavingsLn 2$2.3M

Cash and savings togetherLn 1–2$2.4M

Land, buildings, equipmentLn 10c$15K

Total assetsLn 16$5.0M

LiabilitiesLn 26$188K

Net assetsLn 32$4.8M

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$1.5M	$2.4M
Land, buildings, equipmentLn 10c	$20K	$15K
Total assetsLn 16	$1.6M	$5.0M
LiabilitiesLn 26	$387K	$188K
Net assetsLn 32	$1.2M	$4.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$155K	$116K	$10K	$28K
Other salaries and wagesLn 7	$574K	$528K	$46K
Professional fundraising feesLn 11e	$168K			$168K
Other fees for servicesLn 11g	$37K	$5K	$20K	$12K
Advertising and promotionLn 12	$74K	$74K
Office expensesLn 13	$24K	$3K	$20K	$417
OccupancyLn 16	$28K	$15K	$9K	$4K
Conferences, conventions and meetingsLn 19	$274		$274
Depreciation, depletion and amortizationLn 22	$5K	$5K	$540
InsuranceLn 23	$23K		$23K
Other expenses (24a–d)Ln 24	$296K	$258K	$38K
All other expensesLn 24e	$47K	$40K	$6K	$846
Total functional expensesLn 25	$1.4M	$1.0M	$174K	$214K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$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 Viewing	$4.8M	$1.4M	$3.4M	$4.8M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $4,824,298 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,166,490$4,439,246

I-9 Program service revenuePrior year $249,556$138,842

I-10 Investment incomePrior year $23,659$146,392

I-11 Other revenuePrior year $7,059$99,818

I-12 Total revenuePrior year $1,446,764$4,824,298

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $794,711$729,024

I-16a Professional fundraising feesPrior year $144,750$168,116

I-17 Other expensesPrior year $501,165$534,707

I-18 Total expensesPrior year $1,440,626$1,431,847

I-19 Revenue less expensesPrior year $6,138$3,392,451

Part VI · Governance 24 of 24 board members independent, 1 to look at

VI-1a Voting members of the governing body24

VI-1b Independent voting members24

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $4,824,298 across 7 lines filed

VIII-1e Government grants$387,018

VIII-1f All other contributions, gifts and grants$4,052,228

VIII-1h Total contributions, gifts and grants$4,439,246

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $138,842$138,842

VIII-3 Investment incomeExcluded from tax $146,392$146,392

VIII-8 Net income from fundraising eventsExcluded from tax $99,818$99,818

VIII-12 Total revenueRelated to mission $138,842 · Unrelated business $0 · Excluded from tax $246,210$4,824,298

Part IX · Statement of functional expenses $1,431,847 across 12 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $116,250 · Management $10,443 · Fundraising $28,307$155,000

IX-7 Other salaries and wagesPrograms $527,854 · Management $46,170$574,024

IX-11e Professional fundraising feesFundraising $168,116$168,116

IX-11g Other fees for servicesPrograms $5,000 · Management $20,000 · Fundraising $12,322$37,322

IX-12 Advertising and promotionPrograms $73,757$73,757

IX-13 Office expensesPrograms $3,452 · Management $20,385 · Fundraising $417$24,254

IX-16 OccupancyPrograms $15,400 · Management $8,609 · Fundraising $3,689$27,698

IX-19 Conferences, conventions and meetingsManagement $274$274

IX-22 Depreciation, depletion and amortizationPrograms $4,858 · Management $540$5,398

IX-23 InsuranceManagement $22,907$22,907

IX-24 Other expenses (24a–d)Programs $257,516 · Management $38,083$295,599

IX-24e All other expensesPrograms $40,183 · Management $6,469 · Fundraising $846$47,498

IX-25 Total functional expensesPrograms $1,044,270 · Management $173,880 · Fundraising $213,697$1,431,847

Part X · Balance sheet $4,979,136 assets, 14 lines filed

Asset lines not itemized here account for $1,945,925; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $241,693$110,230

X-2 Savings and temporary cash investmentsStart of year $1,273,431$2,280,203

X-3 Pledges and grants receivableStart of year $69,783$586,652

X-9 Prepaid expenses and deferred chargesStart of year $24,081$41,415

X-10c Land, buildings and equipment, netStart of year $20,109$14,711

X-16 Total assetsStart of year $1,629,097$4,979,136

X-17 Accounts payable and accrued expensesStart of year $79,092$49,742

X-19 Deferred revenueStart of year $156,841$3,185

X-24 Unsecured notes and loans payableStart of year $150,900$135,275

X-26 Total liabilitiesStart of year $386,833$188,202

X-27 Net assets without donor restrictionsStart of year $825,687$1,056,101

X-28 Net assets with donor restrictionsStart of year $416,577$3,734,833

X-32 Total net assets or fund balancesStart of year $1,242,264$4,790,934

X-33 Total liabilities and net assetsStart of year $1,629,097$4,979,136

Part XI · Reconciliation of net assets $4,790,934 net assets at year end

XI-1 Total revenue$4,824,298

XI-2 Total expenses$1,431,847

XI-3 Revenue less expenses$3,392,451

XI-4 Net assets at start of year$1,242,264

XI-5 Net unrealized gains (losses) on investments$168,719

XI-9 Other changes in net assets−$12,500

XI-10 Net assets at end of year$4,790,934

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Orchestra Lumos INC FY2021 filing

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