2025-03-31T10:37:17-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 592809056 NEW WORLD SYMPHONY INC NEWW 3054286700 500 17TH STREET MIAMI BEACH FL 33139 HUMBERTO ORTEGA SVP & CFO 3054286700 2025-03-28 1 0 AARON M FOX P01365820 2022274000 2025-03-28 2023 2025-03-06 01:10:19Z HUMBERTO ORTEGA 500 17TH STREET MIAMI BEACH FL 33139 64842477 0 X WWW.NWS.EDU X 1987 FL PREPARES GIFTED GRADUATES OF PRESTIGIOUS MUSIC PROGRAMS FOR SUCCESSFUL CAREERS IN ORCHESTRAS AND ENSEMBLES. 33 33 111 47 -983834 0 11872182 32020450 1407568 1647723 -6197870 2091331 -1430820 -1288200 5651060 34471304 1820041 1889563 0 0 8806935 9356996 0 0 2957062 13131510 13847125 23758486 25093684 -18107426 9377620 278590819 297697672 16157526 12651748 262433293 285045924 X SEE SCHEDULE O 0 0 8827065 1889563 1647723 THE FELLOWSHIP PROGRAMTHROUGH A WIDE RANGE OF PERFORMANCE AND INSTRUCTIONAL ACTIVITIES, THE NWS FELLOWSHIP PROGRAM SEEKS TO PROVIDE TIME AND SPACE FOR EMERGING MUSICIAN LEADERS TO PREPARE FOR LONG AND SUCCESSFUL CAREERS. THIS IS ACCOMPLISHED WITH A CURRICULUM THAT IS STRUCTURED INTO THREE EXPERIENTIAL PILLARS: PERFORMANCE AND MUSICIANSHIP, AUDIENCE AND COMMUNITY ENGAGEMENT, AND LEADERSHIP AND ENTREPRENEURSHIP. EACH YEAR, MORE THAN 150 VISITING ARTISTS AND COACHES WORK WITH NWS FELLOWS, OFFERING MASTER CLASSES AND PRIVATE LESSONS AS WELL AS INSTRUCTION IN AUDITION PREPARATION, PERFORMANCE PSYCHOLOGY, COMMUNICATIONS, AND COMMUNITY ENGAGEMENT. IN PURSUIT OF ARTISTIC EXCELLENCE, INSTRUMENTAL FACULTY WORK WITH FELLOWS ON TECHNIQUE, STYLISTIC SUBTLETIES, ORCHESTRAL SECTION LEADERSHIP, AND ENSEMBLE SKILLS; THEY HELP PREPARE PERFORMANCE REPERTOIRE, LEAD SECTIONAL REHEARSALS, COACH WITHIN ENSEMBLE SETTINGS, AND PLAY ALONGSIDE FELLOWS IN WEEKLY REHEARSALS AND PERFORMANCES. FELLOWS RECEIVE SPECIALIZED TRAINING ON HOW TO CONNECT WITH AUDIENCE MEMBERS IN THE CONCERT HALL AND IN THE COMMUNITY. NWS'S LEADERSHIP AND ENTREPRENEURSHIP CURRICULUM PREPARES FELLOWS TO BE CONFIDENT, INFLUENTIAL ARTISTS AND LEADERS IN WHATEVER PROFESSIONAL ENDEAVORS THEY PURSUE. LEVERAGING THE INTERNET2 NETWORK, NWS ALSO CONDUCTS LIVE ONLINE LESSONS, MASTER CLASSES, INTERVIEWS, AND REHEARSALS WITH MUSICIANS, COMPOSERS, AND PERFORMERS AROUND THE WORLD. WHILE AT NWS, FELLOWS CONFRONT THE DEMANDS OF A PROFESSIONAL PERFORMANCE SCHEDULE AND THE EXPECTATIONS THAT ACCOMPANY WORKING WITH ARTISTS OF THE HIGHEST CALIBER. EACH YEAR, NWS PRESENTS APPROXIMATELY 60 CLASSICAL MUSIC PERFORMANCES THROUGHOUT A 35-WEEK SEASON, WITH MOST PERFORMANCES TAKING PLACE AT THE NEW WORLD CENTER IN MIAMI BEACH. CONCERT REPERTOIRE INCLUDES SOLO, CHAMBER ENSEMBLE, AND FULL ORCHESTRA WORKS RANGING FROM CENTURIES-OLD COMPOSITIONS TO WORLD PREMIERE COMMISSIONS. PROGRAMMING INCLUDES AN ORCHESTRA SUBSCRIPTION SERIES, CHAMBER MUSIC CONCERTS, CHILDREN'S CONCERTS, AND A CONTEMPORARY MUSIC SERIES. THE RESULT OF NWS'S MULTI-TIERED APPROACH IS AN EVER-GROWING CADRE OF FELLOWS AND ALUMNI EQUIPPED WITH A DEEP UNDERSTANDING OF DIVERSE STYLES AND TRADITIONS WITHIN CLASSICAL MUSIC; THE ABILITY TO ARTICULATE THIS IN THEIR PLAYING; AND THE SKILL TO SHARE THEIR UNDERSTANDING WITH AUDIENCES AND THE NEXT GENERATION OF MUSICIANS. SINCE NWS'S FOUNDING, NEARLY 1,300 ALUMNI HAVE GONE ON TO MAKE A DIFFERENCE IN COMMUNITIES AND ORGANIZATIONS WORLDWIDE. 8389625 LEADERSHIP DEVELOPMENTTHROUGH ITS LEADERSHIP TRAINING, NWS IS EQUIPPING FELLOWS WITH THE EXPERIENCE AND SKILLS TO DESIGN PROGRAMS, MEDIA, OR PRODUCTS TO ENGAGE COMMUNITY AND AUDIENCE MEMBERS WITH CLASSICAL MUSIC. NWS BLUE PROJECTS (BUILD, LEARN, UNDERSTAND, EXPERIMENT) COMBINE NWS'S LEADERSHIP AND ENTREPRENEURSHIP CURRICULUM WITH HANDS-ON EXPERIMENTATION, ALLOWING ALL FELLOWS AND SEVERAL ALUMNI AN OPPORTUNITY TO EXPLORE PASSION PROJECTS THAT ARE RELEVANT TO THEIR GOALS AS CLASSICAL MUSICIANS WHILE DEVELOPING A COMPREHENSIVE SKILL THAT COMPLEMENTS THEIR ARTISTIC AND ORCHESTRAL TRAINING. EACH PROJECT IS ASSIGNED A MENTOR WHO PROVIDES INDIVIDUALIZED PROFESSIONAL DEVELOPMENT COACHING RELEVANT TO THE SPECIFIC PROJECT. OVER THE COURSE OF THE SEASON, FELLOWS DEVELOP PLANS IN CONSULTATION WITH MENTORS CONCERNING PROJECT ELEMENTS SUCH AS SELECTION OF PARTNERS, ARTISTIC PROGRAMMING, AUDIENCE IDENTIFICATION, AND SECURING A VENUE. ADDITIONALLY, MENTORS AND THEIR TEAMS RECEIVE ASSISTANCE FROM SPECIALISTS TO ENSURE COVERAGE OF ENTREPRENEURIAL TOPICS SUCH AS DESIGN THINKING, EVENT PRODUCTION, BUDGETING, MARKETING, PUBLIC RELATIONS, AUDIENCE DEVELOPMENT, COVER LETTERS AND RESUMES, AND NEGOTIATION. THESE GROUP WORKSHOPS ARE LED BY NWS STAFF, CROSS-SECTOR PROFESSIONALS, AND NWS ALUMNI WHO ARE LEADERS IN THEIR COMMUNITIES OR INSTITUTIONS, OR WHO HAVE STARTED THEIR OWN VENTURES.FELLOWS CAN PURSUE MUSIC-BASED ACTIVISM, DESIGN AND INCUBATE THEIR OWN ENTREPRENEURIAL PROJECT, OR ENGAGE IN A PASSION-DRIVEN IDEA. THESE PROJECTS ALLOW FELLOWS TO DESIGN PROGRAMS THAT ARE SIGNIFICANT TO THEM PERSONALLY WHILE ENGAGING AUDIENCE MEMBERS WITH CLASSICAL MUSIC AND DEMONSTRATING MUSIC'S ABILITY TO HAVE A POSITIVE IMPACT ON THE COMMUNITY. MANY OF THE NWS BLUE PROJECTS PURPOSEFULLY REACH AND ENGAGE NEW AUDIENCES OR DEEPEN THE ATTACHMENT TO EXISTING AUDIENCES, GIVING FELLOWS THE TOOLS TO LEAD THE CLASSICAL MUSIC INDUSTRY IN NEW AUDIENCE ENGAGEMENT AND INNOVATIVE PROGRAMMING. 195108 COMMUNITY ENGAGEMENT:COMMUNITY ENGAGEMENT IS AN IMPORTANT PART OF THE NWS'S MISSION. THE 21ST-CENTURY MUSICIAN NEEDS A SET OF NON-MUSIC SKILLS IN ADDITION TO EXCEPTIONAL MUSICAL TECHNIQUE. NWS'S COMMUNITY ENGAGEMENT PROGRAMS ARE LEARNING EXPERIENCES FOR THE FELLOWS AND FOR OUR PARTNERS IN THE SOUTH FLORIDA COMMUNITY, ACROSS THE U.S., AND INTERNATIONALLY. THE BROAD ARRAY OF MUSICAL AND EDUCATIONAL OFFERINGS PROVIDES FAMILIES, STUDENTS, TEACHERS, AND ADULTS OF ALL AGES OPPORTUNITIES TO LEARN AND TO EXPERIENCE CLASSICAL MUSIC. NWS'S COMMUNITY ENGAGEMENT ACTIVITIES INCLUDE THE FOLLOWING: -COMMUNITY COLLABORATIONS: THROUGHOUT THE SEASON, NWS FELLOWS PROVIDE 30- TO 60-MINUTE INTERACTIVE AND THEMATIC CLASS PRESENTATIONS THAT ALLOW STUDENTS OPPORTUNITIES TO DEVELOP THEIR LISTENING SKILLS, GAIN KNOWLEDGE OF CULTURAL HISTORY AND MAKE A PERSONAL CONNECTION TO THE ART OF MUSIC. -INSIDE THE MUSIC: THIS SERIES OF FREE, HOUR-LONG PRESENTATIONS AT NEW WORLD CENTER ALLOWS NWS FELLOWS TO PROVIDE AN INTIMATE AND INTERACTIVE VIEW INTO THE WORLD OF CLASSICAL MUSIC AND SYMPHONY MUSICIANS. TOPICS RANGE FROM MUSIC APPRECIATION TO THE HISTORIC CONTEXTS OF COMPOSERS AND MORE, AND AUDIENCE MEMBERS ARE ENCOURAGED TO PARTICIPATE BY ASKING QUESTIONS AND TAKING PART IN POST-PRESENTATION DISCUSSIONS. -REHEARSAL OBSERVATIONS: LOCAL GROUPS ARE INVITED TO ATTEND ORCHESTRA REHEARSALS WITH INTERNATIONALLY RENOWNED CONDUCTORS AND SOLOISTS. PRIOR TO REHEARSALS, PARTICIPANTS MEET WITH FELLOWS TO LEARN ABOUT BOTH THE MUSICAL PIECES AND THE INSTRUMENTS. PARTICIPATING ORGANIZATIONS INCLUDE K-12 SCHOOLS, UNIVERSITIES, AND ADULT LEARNING CENTERS. -EDUCATION CONCERTS: THESE DAYTIME CONCERTS ARE DESIGNED TO INTRODUCE SCHOOLCHILDREN TO THE CONCERT-GOING EXPERIENCE, MAJOR ORCHESTRAL WORKS, AND FAMOUS COMPOSERS. NWS PROVIDES FREE TRANSPORTATION FOR ALL ATTENDEES, AND TEACHERS RECEIVE A STUDY GUIDE TO HEIGHTEN THE EDUCATIONAL IMPACT OF THE PERFORMANCE. A POST-PRODUCED BROADCAST OF THE CONCERTS IS MADE AVAILABLE ONLINE FOR STUDENTS IN SCHOOLS AROUND THE COUNTRY. -SIDE-BY-SIDE CONCERT: THIS PROGRAM OFFERS ADVANCED YOUNG INSTRUMENTALISTS IN GRADES 7 THROUGH 12 AN OPPORTUNITY TO PERFORM ALONGSIDE NWS FELLOWS IN CONCERT. THROUGH THIS EXPERIENCE, PARTICIPANTS AND FELLOWS DEVELOP A MUSICAL WORKING RELATIONSHIP AS TOGETHER THEY REHEARSE AND PERFORM VARIOUS ORCHESTRAL WORKS. AUDITIONS ARE OPEN TO ADVANCED STRING, WOODWIND, BRASS, HARP, PIANO, AND PERCUSSION STUDENTS FROM ACROSS SOUTH FLORIDA. -MUSICLAB: MUSICLAB IS A COMMUNITY MENTORSHIP PROGRAM THAT BRINGS NWS FELLOWS INTO YOUTH MUSIC PROGRAMS TO WORK WITH LOCAL STUDENTS. EACH YEAR, AROUND 200 YOUNG MUSICIANS FROM PARTNER SCHOOLS AND ORGANIZATIONS RECEIVE LESSONS FROM FELLOWS IN ONE-ON-ONE AND GROUP COACHING SESSIONS ON A BI-MONTHLY BASIS THROUGHOUT THE SCHOOL YEAR. AT THE END OF THE SEASON, MUSICLAB STUDENTS SHOWCASE THEIR TALENT TO THEIR PEERS, FAMILIES, AND MEMBERS OF THE COMMUNITY IN A CONCERT PERFORMANCE AT THE NEW WORLD CENTER. -MOBILE WALLCAST CONCERT SERIES- NWS MOBILE WALLCAST IS A COMMUNITY-BASED CONCERT SERIES FEATURING A 23X13 LED SCREEN SHOWING ARCHIVAL NWS CONCERT FOOTAGE AND CONTENT CREATED IN CONJUNCTION WITH COMMUNITY PARTNERS. FELLOWS HELP CURATE AND PRESENT MOBILE WALLCAST CONCERTS THROUGHOUT THE SEASON IN LOCAL NEIGHBORHOODS TRADITIONALLY UNDERSERVED BY THE CLASSICAL MUSIC COMMUNITY. EACH EVENT COMBINES LIVE AND PRE-RECORDED PERFORMANCES OF NWS FELLOWS AND LOCAL PERFORMERS.NWS'S COMMUNITY ENGAGEMENT PROGRAMS PREPARE FELLOWS FOR LEADERSHIP ROLES AS EDUCATORS, COMMUNICATORS, AND ROLE MODELS; INTRODUCE CHILDREN TO CLASSICAL MUSIC AND THE CONCERT-GOING EXPERIENCE; AND FOSTER LASTING AND MEANINGFUL RELATIONSHIPS BETWEEN FELLOWS AND THE COMMUNITY. THROUGH THESE PROGRAMS, NWS ANNUALLY OFFERS MORE THAN 5,000 SOUTH FLORIDA CHILDREN, YOUTH, AND ADULTS THE OPPORTUNITY TO LEARN ABOUT AND EXPERIENCE CLASSICAL MUSIC EVERY YEAR. THROUGH SPECIALIZED TRAINING AND APPLICATION OF SKILLS IN PRACTICE, FELLOWS DEVELOP ENGAGEMENT TECHNIQUES TO INTERACT WITH DIVERSE COMMUNITY MEMBERS OF ALL AGES. FELLOWS CARRY THE SKILL AND ENTHUSIASM GENERATED BY THEIR INVOLVEMENT WHILE AT NWS INTO THEIR FUTURE PROFESSIONAL POSITIONS IN COMMUNITIES AROUND THE WORLD. 2341291 SUPPORTING ACTIVITIES TO PROGRAMS 2341291 19753089 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 235 0 1 111 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL NY X X HUMBERTO ORTEGA 3054286700 500 17TH STREET MIAMI BEACH FL 33139 WILLIAM M OSBORNE III CHAIRPERSON 5.00 X X 0 0 0 ADAM CARLIN VICE CHAIRPERSON 1.00 X X 0 0 0 IRA M BIRNS TRUSTEE VC/TREASURER/CHAIR OF FIN COMM 1.00 X X 0 0 0 DOROTHY A TERRELL VC/SECRETARY 1.00 X X 0 0 0 SHELDON T ANDERSON TRUSTEE 1.00 X 0 0 0 MADELEINE ARISON TRUSTEE 1.00 X 0 0 0 SARAH S ARISON TRUSTEE 1.00 X 0 0 0 MARTY BARON TRUSTEE 1.00 X 0 0 0 ANNE DONOVAN BODNAR TRUSTEE - AS OF 10/23 1.00 X 0 0 0 KATHERINE BORMANN TRUSTEE 1.00 X 0 0 0 MATTHEW A BUDD MD TRUSTEE 1.00 X 0 0 0 MATTHEW W BUTTRICK TRUSTEE 1.00 X 0 0 0 BRUCE E CLINTON TRUSTEE 1.00 X 0 0 0 ANN DRAKE TRUSTEE 1.00 X 0 0 0 HOWARD FRANK TRUSTEE - UNTIL 10/23 1.00 X 0 0 0 MARY E FRANK TRUSTEE - AS OF 10/23 1.00 X 0 0 0 JOHN FUMAGALLI TRUSTEE 1.00 X 0 0 0 ROSE ELLEN GREENE TRUSTEE 1.00 X 0 0 0 MATT HAGGMAN TRUSTEE 1.00 X 0 0 0 JOHN J HALEY TRUSTEE 1.00 X 0 0 0 NEISEN O KASDIN TRUSTEE 1.00 X 0 0 0 GERALD KATCHER TRUSTEE 1.00 X 0 0 0 WILLIAM KLEH TRUSTEE 1.00 X 0 0 0 RICHARD L KOHAN TRUSTEE 1.00 X 0 0 0 CHARMEL MAYNARD TRUSTEE - AS OF 02/24 2.00 X 0 0 0 WILLIAM L MORRISON TRUSTEE 1.00 X 0 0 0 ROBERT MOSS TRUSTEE 1.00 X 0 0 0 L MICHAEL ORLOVE TRUSTEE 1.00 X 0 0 0 STEPHEN L OWENS TRUSTEE 1.00 X 0 0 0 PATRICIA M PAPPER TRUSTEE 1.00 X 0 0 0 TRACEY ROBERTSON CARTER TRUSTEE 1.00 X 0 0 0 JUDITH RODIN TRUSTEE 1.00 X 0 0 0 EDWARD MANNO SHUMSKY TRUSTEE 1.00 X 0 0 0 MICHAEL J ZINNER MD TRUSTEE 1.00 X 0 0 0 HOWARD HERRING PRESIDENT & CEO 60.00 X 424170 0 24436 HUMBERTO ORTEGA SVP AND CFO 40.00 X 174133 0 19537 DAVID PHILLIPS EVP FOR FACILITIES AND IT 40.00 X 258938 0 23796 MAUREEN O'BRIEN EVP, INSTITUTIONAL ADVANCE 40.00 X 245933 0 23581 MARTIN SHER SVP, ARTISTIC PLANNING & PROGRAMS 40.00 X 209304 0 27151 CASSIDY CARLSON SVP, MUSICIAN ADVANCEMENT AND DEAN 40.00 X 171409 0 26477 ASHLEY SKINNER SVP, INST'L CULTURE & INCLUSION 40.00 X 161584 0 18309 PAUL WOEHRLE VP, CAPITAL AND PLANNED GIVING 40.00 X 149084 0 17843 CLYDE SCOTT VP AND CREATIVE DIRECTOR 40.00 X 203250 0 16890 JULISA FUSTE VP, DEVELOPMENT 40.00 X 135909 0 24319 CESAR SEPULVEDA SVP, FACILITIES 40.00 X 157316 0 18773 2291030 0 241112 18 0 1 0 THIERRY'S CATERING 915 NW 72ND STREET MIAMI FL 33150 CATERING 506776 ASKONAS HOLT 15 FETTER LANE LONDON UK EC4A 1BW ARTIST MANAGEMENT COMPANY 342004 STEPHANE DENEVE 10 ENGLEWOOD ROAD ST LOUIS MO 63109 ARTISTIC DIRECTOR 337215 SOLOTECH SALES & INTEGRATION USA INC 1717 DIPLOMACY ROW ORLANDO FL 32809 AUDIOVISUAL & ENTERTAINMENT TECHNOLOGY 328217 PRO SOUND & VIDEO 1375 NE 123RD STREET MIAMI FL 33161 AUDIO/VIDEO INSTALLATION SPECIALISTS 327145 10 1784241 4794574 25441635 150086 32020450 CONCERT REVENUES 711110 1535742 1535742 APPLICATION FEES 611600 49991 49991 BOX OFFICE FEES 561000 44133 44133 HOUSING FEES 611600 17857 17857 1647723 1857208 -6350 1863558 1602304 2579788 -977484 -977484 -977484 27555309 27321186 234123 234123 234123 136850 1784241 470199 -333349 -333349 OTHER INCOME 900099 15497 15497 REFUNDS 900099 7136 7136 22633 34471304 1647723 -983834 1786965 X 1889563 1889563 1665055 673416 719417 272222 6119020 4446274 396015 1276731 151900 71561 37909 42430 894051 496346 207767 189938 526970 270100 134021 122849 47474 6644 40830 101591 101591 242337 242337 3093813 2914327 118420 61066 366863 7546 359317 102609 51290 4125 47194 373537 298642 74895 35921 29343 6578 1840048 1840048 473929 455653 2918 15358 186024 6591 179433 67675 67675 5088234 4885722 86500 116012 220005 21482 198523 OTHER 956459 956459 BAD DEBT 231010 31010 200000 MISCELLANEOUS 206753 97887 60881 47985 EQUIPMENT RENTALS 159056 91926 67130 53787 14069 19769 19949 25093684 19753089 2383533 2957062 4174 366468 20372410 27281428 133740 106081 1108788 1006263 206656217 77279421 134315314 129376796 90028453 100898338 32518330 38617290 109610 45008 278590819 297697672 1109934 1193197 640220 827432 14407372 10631119 16157526 12651748 X 126569711 123713817 135863582 161332107 262433293 285045924 278590819 297697672 9377620 13235012 0 X 0 1 X 1 0 X 23479661 9464273 45732781 11872182 32020450 122569347 23479661 9464273 45732781 11872182 32020450 122569347 53762411 68806936 2310942 2536860 2672659 1822199 1863558 11206218 35805 10819 47951 25365 22633 142573 133918138 5772894 0.51380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 35,805. 2020 AMOUNT: $ 10,819. 2021 AMOUNT: $ 47,951. 2022 AMOUNT: $ 25,365. 2023 AMOUNT: $ 22,633. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 137044094 1737070 15081904 6363727 147499341 130610775 1368744 12318598 7254023 137044094 123604075 30696700 -15806633 7883367 130610775 102543968 576176 25747742 5263811 123604075 104418757 1667682 1957343 5499814 102543968 0.05278 0.77055 0.17668 0 0 11165000 11165000 167620154 77279421 90340733 25612197 25612197 2258866 2258866 129376796 HEDGE FUND 8060678 F PRIVATE EQUITY 21863922 F PRIVATE CREDIT 1007165 F PRIVATE REAL ESTATE 7685525 F 38617290 X 50204168 13235012 160402 2579788 15975202 34228966 242337 242337 34471303 27591537 160401 2579788 2740189 24851348 242337 242337 25093685 PART III, LINE 4: FRANK STELLA SCULPTURE LOCATED IN THE ATRIUM OF NWC. PUBLIC EXHIBITION. NWS BELIEVES THE CLASSICAL MUSIC EXPERIENCE BEGINS WHEN ONE CROSSES OUR NEW CAMPUS' THRESHOLD AS A PATRON, MUSICIAN, OR CURIOUS OBSERVER. OUR NEW CAMPUS AND ITS CONTENTS ARE THE BEGINNING OF THE EXPERIENCE. THE ART PIECE THAT HAS BEEN SO GENEROUSLY DONATED TO NWS AIDS IN THE BEGINNING OF THIS EXPERIENCE. PART V, LINE 4: IN 1991, NWS ESTABLISHED THE NEW WORLD SYMPHONY ENDOWMENT FUND. THE PURPOSE OF THE ENDOWMENT FUND IS TO CREATE A CONTINUOUS DEVELOPMENT PROGRAM THAT WILL ENABLE INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS TO MAKE GIFTS TO NWS, TO PROVIDE FOR THE PERMANENT FINANCING OF THE PROGRAMS OF NWS, AND TO ENSURE THE PERMANENT EXISTENCE OF NWS. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,579,788. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,579,788. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NWS' NONDISCRIMINATORY POLICY IS STATED IN ITS RECRUITMENT BROCHURE AS WELL AS THE PUBLICATIONS OF "INTERNATIONAL MUSICIAN" WHICH IS WELL KNOWN WITHIN THE COMMUNITY IT SERVES. SCHEDULE E, PART I, LINE 6 NWS RECEIVES GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES TO FACILITATE PROGRAMS IN FURTHERANCE OF ITS MISSION. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTING 30571275 SOUTH AMERICA 0 0 PROGRAM ACTIVITIES MEDELLIN MUSICIAN EXCHANGE 87938 0 0 0 0 0 0 30659213 0 30659213 1 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON ACCRUAL BASIS. GALA 1921091 1784241 136850 130586 46749 292864 1921091 1784241 136850 130586 46749 292864 470199 -333349 1 STIPEND FOR PROGRAM PARTICIPANTS 87 1767317 BOOK VALUE STIPEND (SUBSTITUTES) PROGRAM ACTIVITIES 350 122246 BOOK VALUE PART I, LINE 2: ALL OF NWS' FELLOWS RECEIVE A STIPEND FOR LIVING EXPENDITURES WHILE IN THE PROGRAM. X X X 0 0 0 0 0 0 0 1 0 HOWARD HERRING PRESIDENT & CEO 424170 0 0 0 0 0 13200 0 11236 0 448606 0 0 0 DAVID PHILLIPS EVP FOR FACILITIES AND IT 258938 0 0 0 0 0 10358 0 13438 0 282734 0 0 0 MAUREEN O'BRIEN EVP, INSTITUTIONAL ADVANCE 245933 0 0 0 0 0 9837 0 13744 0 269514 0 0 0 MARTIN SHER SVP, ARTISTIC PLANNING & PROGRAMS 209304 0 0 0 0 0 8420 0 18731 0 236455 0 0 0 CLYDE SCOTT VP AND CREATIVE DIRECTOR 203250 0 0 0 0 0 3600 0 13290 0 220140 0 0 0 CASSIDY CARLSON SVP, MUSICIAN ADVANCEMENT AND DEAN 169601 0 1808 0 0 0 6856 0 19621 0 197886 0 0 0 HUMBERTO ORTEGA SVP AND CFO 174133 0 0 0 0 0 6965 0 12572 0 193670 0 0 0 ASHLEY SKINNER SVP, INST'L CULTURE & INCLUSION 161584 0 0 0 0 0 6463 0 11846 0 179893 0 0 0 CESAR SEPULVEDA SVP, FACILITIES 157316 0 0 0 0 0 6293 0 12480 0 176089 0 0 0 PAUL WOEHRLE VP, CAPITAL AND PLANNED GIVING 149084 0 0 0 0 0 5963 0 11880 0 166927 0 0 0 JULISA FUSTE VP, DEVELOPMENT 135909 0 0 0 0 0 5436 0 18883 0 160228 0 0 0 PART I, LINE 7 CASSIDY CARLSON RECEIVED A NON-FIXED ANNIVERSARY BONUS FOR THE CALENDAR YEAR 2023. X 7 150086 0 0 0 PART I, COLUMN (B): ORGANIZATION REPORTS NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF THE NEW WORLD SYMPHONY IS TO PREPARE GRADUATES OF MUSIC PROGRAMS FOR LEADERSHIP ROLES IN ORCHESTRAS AND ENSEMBLES AROUND THE WORLD. THE NEW WORLD SYMPHONY, AMERICA'S ORCHESTRAL ACADEMY (NWS), OFFERS A THREE-YEAR POSTGRADUATE FELLOWSHIP PROGRAM FOCUSING ON ORCHESTRAL PERFORMANCE AND MUSICIANSHIP, AUDITION PREPARATION, AUDIENCE AND COMMUNITY ENGAGEMENT, LEADERSHIP DEVELOPMENT, AND WELLNESS. CO-FOUNDED IN 1987 BY MICHAEL TILSON THOMAS AND TED AND LIN ARISON, AND NOW UNDER THE ARTISTIC DIRECTORSHIP OF STEPHANE DENEVE, NWS SEEKS TO EXPAND ITS 87 FELLOWS' MUSICAL AND PROFESSIONAL HORIZONS BEYOND TRADITIONAL CONSERVATORY TRAINING. VISITING FACULTY OFFER MASTER CLASSES, COACHING, AND SEMINARS IN AUDITION TRAINING, PERFORMANCE PSYCHOLOGY, COMMUNICATIONS, AND COMMUNITY ENGAGEMENT. NWS FELLOWS PERFORM WEEKLY CONCERTS, PLAYING A DIVERSE REPERTOIRE IN AN ARRAY OF PERFORMANCE FORMATS. NWS ENVISIONS A STRONG AND SECURE FUTURE FOR CLASSICAL MUSIC, SEEKING TO REDEFINE, REAFFIRM, AND SHARE ITS TRADITIONS WITH AS MANY PEOPLE AS POSSIBLE. NWS'S CAMPUS, NEW WORLD CENTER, OPENED IN JANUARY 2011 TO WORLDWIDE ACCLAIM. THE FACILITY WAS BUILT BASED UPON THE NEEDS OF NWS PROGRAMMING AND INVITES AND ENCOURAGES THE ORGANIZATION'S USE OF TECHNOLOGY FOR ARTS EDUCATION, AUDIENCE DEVELOPMENT, AND COMMUNITY OUTREACH AND ENGAGEMENT. USING DIGITAL TECHNOLOGY, VIDEO, MOVING IMAGES, AND LIGHTING, NWS IS BROADENING AND DIVERSIFYING AUDIENCES FOR CLASSICAL MUSIC. NWS IS A MEMBER IN GOOD STANDING OF THE LEAGUE OF AMERICAN ORCHESTRAS, AN ORGANIZATION FOUNDED TO FACILITATE THE EXCHANGE OF INFORMATION AND IDEAS RELATED TO ARTISTIC, VOLUNTEER, AND MANAGERIAL TOPICS AMONG U.S. ORCHESTRAS. NWS IS ALSO AN ACCREDITED NON-DEGREE GRANTING MEMBER OF THE NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MADELEINE ARISON AND SARAH S. ARISON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CFO IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE FEDERAL FORM 990. THE FINANCE COMMITTEE WILL BE INVITED TO REVIEW THE FINAL FEDERAL FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. ONCE FILED, THE 990 IS POSTED ON NWS'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS OF NWS HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT MINIMIZE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS MUCH AS POSSIBLE. THE POLICY ESTABLISHES THE FRAMEWORK WITHIN WHICH NWS WISHES ITS BUSINESS TO OPERATE. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT EMPLOYEES AND BOARD MEMBERS CAN SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. STAFF MEMBERS AT DIRECTOR-LEVEL AND ABOVE AND TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS, WHICH INDICATES WHETHER OR NOT THEY HAVE PARTICIPATED IN ANY BUSINESS TRANSACTION THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPARABILITY DATA WHEN HIRING A NEW PRESIDENT AND ANNUALLY APPROVES THE PRESIDENT'S COMPENSATION PACKAGE BASED ON PERFORMANCE. THE PRESIDENT APPROVES, SUBJECT TO THE REVIEW BY THE COMPENSATION COMMITTEE, THE COMPENSATION PACKAGES FOR THE EXECUTIVE VICE PRESIDENTS AND SENIOR VICE PRESIDENTS BASED ON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 NWS MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE ON NWS' WEBSITE. THE FEDERAL FORM 990 IS ALSO AVAILABLE THROUGH ACCESS OF GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,914,327. MANAGEMENT AND GENERAL EXPENSES 118,420. FUNDRAISING EXPENSES 61,066. TOTAL EXPENSES 3,093,813. ALTON POINTE LLC 500 17TH STREET MIAMI BEACH FL 33139 455001665 HOUSING FL 460500 21716413 NEW WORLD SYMPHONY INC