| Form 990 governing body review Part VI line 11 |
THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT WILL CORRECTLY REFLECT ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. AFTER THE AUDIT COMMITTEES REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FROM ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING. |
| Conflict of interest policy compliance Part VI line 12c |
ANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE REQUIRED TO DISCLOSE WHEN THEY COME ONTO THE BOARD OF DIRECTORS OR ARE HIRED ANY CONFLICT OF INTEREST THEY MAY HAVE FOR ANY MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS. ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED AND REVIEWED. ANY CONFLICTS ARE REVIEWED BY THE BOARD MEMBERS WITHOUT A CONFLICTING INTEREST. THE PERSON WITH THE CONFLICT MAY NOT VOTE ON THE TRANSACTION; HOWEVER, THEY MAY BE PRESENT TO ANSWER QUESTIONS. THE BOARD SECRETARY WILL DOCUMENT THE BOARDS DECISION AND THE BASIS FOR THEIR DETERMINATION IN THE MINUTES TO THE MEETING. |
| Other officer or key employee compensation Part VI line 15b |
THE PRESIDENT/CEOS BASE COMPENSATION IS SUBJECT TO REVIEW EACH FISCAL YEAR. HIS/HER SALARY IS GENERALLY INCREASED IN LINE WITH THE COST-OF-LIVING INCREASE GRANTED TO THE SSO FULL-TIME STAFF; HOWEVER, THE PRESIDENT/CEO WILL BE ELIGIBLE TO EARN AN ANNUAL PERFORMANCE BONUS TO THE EXTENT THAT HE/SHE MEETS AND EXCEEDS GOALS AGREED UPON IN ACCORDANCE WITH THE PROCEDURES SET FORTH BELOW. EARLY IN EACH FISCAL YEAR, THE PRESIDENT/CEO MEETS WITH THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE TO AGREE UPON THE PRESIDENT/CEOS PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEOS PERFORMANCE IS REVIEWED BY THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE AFTER THE END OF EACH FISCAL YEAR, AT WHICH TIME, THE PERSONNEL COMMITTEE MEETS TO DETERMINE WHETHER PAYMENT OF A BONUS TO THE PRESIDENT/CEO IS APPROPRIATE AND, IF SO, THE AMOUNT OF THE BONUS. THE AMOUNT OF THE PRESIDENT/CEOS RECOMMENDED BONUS AND THE AMOUNT OF THE COST OF LIVING INCREASE GRANTED TO THE PRESIDENT/CEO AND ALL OTHER MEMBERS OF THE SSO FULL TIME STAFF IS PRESENTED TO THE BOARD FOR APPROVAL AT AN EXECUTIVE SESSION AT WHICH ONLY BOARD MEMBERS ARE PRESENT AND AT WHICH THE PRESIDENT/CEO IS NOT PRESENT. |
| Governing documents etc available to public Part VI line 19 |
THE ORGANZIATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 263 TRESSER BLVD, STAMFORD, CT 06901 OR BY CALLING THE ORGANIZATION DIRECTLY AT 203-325-1407. |
| Audited by an independent accountant Part XII line 2b |
THE ORGANIZATION HAS A COMMITTEE THAT IS REPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| List of other expenses Part IX line 24e |
MISCELLANEOUS: PROGRAM 4,300 /MANAGEMENT & GENERAL, 8,079 /FUNDRAISING 6,954 TOTAL 19,333; GUEST ARTIST: PROGRAM 103,750 TOTAL 103,750; OTHER PRODUCTION PERSONNEL: PROGRAM 56,916 TOTAL 56,916; DUES & SUBSCRIPTIONS: PROGRAM 3,368 /MANAGEMENT & GENERAL 3,368, TOTAL 6,736;CONCERT HALL: PROGRAM 50,000 TOTAL 50,000;UTILITIES: MANAGEMENT & GENERAL 7,253 /FUNDRAISING 3,109 TOTAL 10,362INVESTMENT FEES: MANAGEMENT & GENERAL 484 TOTAL 484 |
| General explanation attachment |
PART I MISSION STATEMENT CONTINUED SUBSCRIPTION SERIES AT STAMFORDS PALACE THEATRE AS WELL AS CHAMBER CONCERTS FEATURING MEMBERS OF THE ORCHESTRA AND HOLIDAY AND OTHER SPECIAL PROGRAMS. FORMERLY KNOWN AS STAMFORD SYMPHONY, THE ORGANIZATION CHANGED ITS NAME TO ORCHESTRA LUMOS IN MAY, 2022 TO REFLECT ITS GROWING REACH TO ALL SEGMENTS OF FAIRFIELD COUNTYS DIVERSE POPULATION. |
Attach to Form 990 or 990-EZ.