Orchestra Lumos INC FY2023 filing

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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.
84¢ of each $1 spent went to programs.
$170K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$170K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
16 mo
of spending, in cash
Looks good: 15.5 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
$435K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 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
-16% vs prior year
Spent
$2.2M
To programs
84%
Net assets
$3.8M
By yearFY2021–FY2025
Revenue
$1.8M
FY2023▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2021$4.8M
FY2022$2.1M
FY2023$1.8M
FY2024$1.7M
FY2025$1.8M
Expenses
$2.2M
FY2023▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.4M
FY2022$2.0M
FY2023$2.2M
FY2024$2.3M
FY2025$2.4M
Net assets
$3.8M
FY2023▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2021$4.8M
FY2022$4.2M
FY2023$3.8M
FY2024$3.4M
FY2025$2.9M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

84 cents of each dollar spent went to programs.

Program services 84% · $1.9M Management & general 10% · $228K Fundraising 6% · $137K

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

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Who runs it and what they're paid

26 people listed on the 990; $170K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President & CEO
$170,000Pt 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 →

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 · $1.9M · in their own filed words · FY2022
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 joshua bell, pinchas zukerman, gil shaham and alisa weilerstein.

$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.

$48Kprogram 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
See all 17 funders →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2022 · $876K federal money spent
Shuttered Venue Operators Grant ProgramSmall Business Administration · ALN 59.075 · Direct$876K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$272K
Other incomeLn 4–11$212K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.9M
Managementcol C$228K
Fundraisingcol D$137K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$4.2M
LiabilitiesLn 26$435K
PeoplePt VI, VII
26
listed · VII A
PaidVII A1
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$398K
Fees for servicesLn 2g$272K
Investment incomeLn 3$159K
Other incomeLn 4–11$212K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$351K
SavingsLn 2$2.5M
Cash and savings togetherLn 1–2$2.9M
Land, buildings, equipmentLn 10c$7K
Total assetsLn 16$4.2M
LiabilitiesLn 26$435K
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 583
VolunteersI 62
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$509K$456K$539K$447K$456K
Given inLn 1b$5K$5K$5K$2K
SpentLn 1d–1f$20K$20K$20K$20K$20K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.8M$2.9M
Land, buildings, equipmentLn 10c$7K$7K
Total assetsLn 16$4.6M$4.2M
LiabilitiesLn 26$407K$435K
Net assetsLn 32$4.2M$3.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$170K$128K$11K$31K
Other salaries and wagesLn 7$1.1M$970K$75K$18K
Professional fundraising feesLn 11e$18K$18K
Other fees for servicesLn 11g$107K$27K$29K$51K
Advertising and promotionLn 12$243K$243K
Office expensesLn 13$25K$5K$14K$7K
TravelLn 17$11K$3K$5K$3K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$25K$25K
Other expenses (24a–d)Ln 24$314K$271K$43K
All other expensesLn 24e$248K$218K$19K$10K
Total functional expensesLn 25$2.2M$1.9M$228K$137K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Dec 12, 2025 $1.8M$2.4M−$612K$2.9M 990 PDF
FY2024Filed with the IRS Dec 11, 2024 $1.7M$2.3M−$635K$3.4M 990 PDF
FY2023 ViewingFiled with the IRS Dec 4, 2023 $1.8M$2.2M−$471K$3.8M 990 PDF
FY2022Filed with the IRS Dec 1, 2022 $2.1M$2.0M$133K$4.2M 990 PDF
FY2021Filed with the IRS Dec 13, 2021 $4.8M$1.4M$3.4M$4.8M 990 PDF

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 FY2023 990 (6 parts)
Part I · Summary $1,758,901 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,623,130$1,116,153
I-9 Program service revenuePrior year $192,474$272,393
I-10 Investment incomePrior year $182,443$158,793
I-11 Other revenuePrior year $89,571$211,562
I-12 Total revenuePrior year $2,087,618$1,758,901
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,110,099$1,233,642
I-16a Professional fundraising feesPrior year $16,500$18,000
I-17 Other expensesPrior year $827,790$978,379
I-18 Total expensesPrior year $1,954,389$2,230,021
I-19 Revenue less expensesPrior year $133,229−$471,120
Part VI · Governance 25 of 25 board members independent, 1 to look at
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
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 $1,758,901 across 7 lines filed
VIII-1e Government grants$397,594
VIII-1f All other contributions, gifts and grants$718,559
VIII-1h Total contributions, gifts and grants$1,116,153
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $272,393$272,393
VIII-3 Investment incomeExcluded from tax $158,793$158,793
VIII-8 Net income from fundraising eventsExcluded from tax $211,562$211,562
VIII-12 Total revenueRelated to mission $272,393 · Unrelated business $0 · Excluded from tax $370,355$1,758,901
Part IX · Statement of functional expenses $2,230,021 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $127,500 · Management $11,453 · Fundraising $31,047$170,000
IX-7 Other salaries and wagesPrograms $970,441 · Management $74,902 · Fundraising $18,299$1,063,642
IX-11e Professional fundraising feesFundraising $18,000$18,000
IX-11g Other fees for servicesPrograms $26,711 · Management $29,218 · Fundraising $50,653$106,582
IX-12 Advertising and promotionPrograms $243,406$243,406
IX-13 Office expensesPrograms $4,521 · Management $14,252 · Fundraising $6,661$25,434
IX-17 TravelPrograms $2,657 · Management $5,313 · Fundraising $2,657$10,627
IX-19 Conferences, conventions and meetingsManagement $1,885$1,885
IX-22 Depreciation, depletion and amortizationManagement $3,388$3,388
IX-23 InsuranceManagement $25,064$25,064
IX-24 Other expenses (24a–d)Programs $271,122 · Management $43,290$314,412
IX-24e All other expensesPrograms $218,334 · Management $19,184 · Fundraising $10,063$247,581
IX-25 Total functional expensesPrograms $1,864,692 · Management $227,949 · Fundraising $137,380$2,230,021
Part X · Balance sheet $4,227,853 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $173,243$350,612
X-2 Savings and temporary cash investmentsStart of year $2,605,212$2,537,085
X-3 Pledges and grants receivableStart of year $1,745,206$1,256,482
X-9 Prepaid expenses and deferred chargesStart of year $61,202$76,397
X-10c Land, buildings and equipment, netStart of year $7,019$7,277
X-16 Total assetsStart of year $4,591,882$4,227,853
X-17 Accounts payable and accrued expensesStart of year $137,995$94,190
X-19 Deferred revenueStart of year $268,986$341,060
X-26 Total liabilitiesStart of year $406,981$435,250
X-27 Net assets without donor restrictionsStart of year $838,095$830,951
X-28 Net assets with donor restrictionsStart of year $3,346,806$2,961,652
X-32 Total net assets or fund balancesStart of year $4,184,901$3,792,603
X-33 Total liabilities and net assetsStart of year $4,591,882$4,227,853
Part XI · Reconciliation of net assets $3,792,603 net assets at year end
XI-1 Total revenue$1,758,901
XI-2 Total expenses$2,230,021
XI-3 Revenue less expenses−$471,120
XI-4 Net assets at start of year$4,184,901
XI-5 Net unrealized gains (losses) on investments$78,822
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,792,603

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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