2025-12-19T09:59:42-06:00 2025-06-30 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990 2024-07-01 222822802 THE DISCOVERY ORCHESTRA INC DISC 9733792200 120 MORRIS AVENUE SUMMIT NJ 07901 DAVID A WILLIAMS CPA TREASURER 9733792200 2025-12-18 1 0 P02451559 9733281825 2025-12-10 2024 2025-03-06 01:10:19Z RICK KALLER 120 MORRIS AVENUE SUMMIT NJ 07901 424555 0 X WWW.DISCOVERYORCHESTRA.ORG X 1987 NJ SEE SCHEDULE O. 8 8 64 46 0 0 387452 389777 0 0 9952 15949 5317 2538 402721 408264 0 0 0 0 289135 269375 0 0 67269 122836 122127 411971 391502 -9250 16762 486628 500976 22041 19527 464587 481449 X THE DISCOVERY ORCHESTRA, INC. IS A NOT-FOR-PROFIT CORPORATION WHOSE MISSION IS TO TEACH LISTENING SKILLS THAT HELP PEOPLE DEEPLY CONNECT WITH CLASSICAL MUSIC. 0 0 158077 2538 1. MEDIA PROGRAM PRODUCTION, DISTRIBUTION AND PROMOTION - CONSIDERABLE STAFF TIME WAS SPENT CREATING, DISTRIBUTING AND/OR PROMOTING: 1) REGULAR EPISODES (AS WELL AS ONE LIVE BROADCAST IN MARCH 2025 FEATURING WOMEN PERFORMERS/COMPOSER FOR WOMEN'S HISTORY MONTH) OF OUR TWICE-MONTHLY RADIO PROGRAM, "INSIDE MUSIC", IN PARTNERSHIP WITH WWFM-THE CLASSICAL NETWORK IN NEW JERSEY; 2) CONTINUING NATIONAL DISTRIBUTION OF OUR "DISCOVER SAINT-SAENS ORGAN' SYMPHONY", "DISCOVER BEETHOVEN'S 5TH", "DISCOVER VIVALDI'S FOUR SEASONS AND "FALL IN LOVE WITH MUSIC" PUBLIC TELEVISION PROGRAMS; 3) STATION RELATIONS PROMOTION WITH A CONSULTING TEAM FROM AMERICAN PUBLIC TELEVISION TO SECURE ADDITIONAL BROADCASTS OF THESE FOUR PUBLIC TELEVISION PROGRAMS IN DISTRIBUTION; AND 4) THE RELEASE AND PROMOTION OF FOUR ADDITIONAL QUEST MODULES FOR USERS OF OUR GAME APP, "AHA! CLASSICAL". ADDITIONALLY, THE FOUR PUBLIC TELEVISION PROGRAMS WERE AVAILABLE ON THE PBS PASSPORT STREAMING PLATFORM. PAST DIGITAL PROGRAMS CONTINUED BEING DISTRIBUTED ON THE FILMS MEDIA GROUP AND AMAZON PRIME VIDEO PLATFORMS, AS WELL AS INTERNATIONALLY THROUGH AMERICAN PUBLIC TELEVISION WORLDWIDE. SOME ROYALTIES AND STREAMING SALES RESULTED FROM THIS DISTRIBUTION. THERE WERE ALSO SOME SALES OF DVD'S OF PAST TELEVISION SHOWS. 29830 2. COMMUNITY ENGAGEMENT - WE PARTNERED WITH 8 LOCAL STUDENT AND SENIOR ORGANIZATIONS TO PROVIDE EDUCATIONAL MUSIC LISTENING PROGRAMS. DURING THE FISCAL YEAR, THERE WERE 12 IN-PERSON SESSIONS PRESENTED AT THE PARTNER ORGANIZATIONS' LOCATIONS. ON MARCH 6, 2025, TWO OF THESE SESSIONS WERE HELD AT THE FRELINGHUYSEN MIDDLE SCHOOL IN MORRISTOWN AS PART OF A SPECIAL A CROSS-CURRICULAR PRESENTATION ENTITLED "MATH AND MUSIC." THE PROGRAM FOCUSED ON STEM LEARNING OBJECTIVES FOR THE GRADES 6-8 AUDIENCE OF BAND, ORCHESTRA, AND STEM-PROGRAM STUDENTS AND FEATURED MIGUEL DEL AGUILA'S HIGHLY RHYTHMIC PRESTO NO. 2. TOGETHER, ALL OF THESE SESSIONS REACHED 854 PEOPLE. WE ALSO PROVIDED TRANSPORTATION FOR TWO OF THESE COMMUNITY ORGANIZATIONS TO ATTEND OUR OCTOBER 2024 "DISCOVER MASTERWORKS" PROGRAM. 27413 3. "DISCOVER ANGELITOS NEGROS" - THIS SPECIAL COLLABORATION WITH RENOWNED PIANIST/COMPOSER PATRICIO MOLINA AND THE MANHATTAN OPERA REPERTORY ENSEMBLE (MORE OPERA) - LED BY FOUNDER AND SOPRANO CHERYL WARFIELD - FEATURED A VARIED REPERTOIRE OF SONG, FOLK MUSIC, OPERA AND SPIRITUALS FROM THE MUSICAL TRADITIONS OF BLACK AND LATINO CULTURES. PRESENTED ON FEBRUARY 23, 2025 IN CELEBRATION OF BLACK HISTORY MONTH AT BEAUTIFUL GRACE EPISCOPAL CHURCH IN NEWARK, NJ, THE PROGRAM ALSO FEATURED A SPECIAL EDUCATIONAL EXPLORATION BY MAESTRO GEORGE MARRINER MAULL. OVER 100 PEOPLE WERE IN ATTENDANCE. 21866 MUSICIANS FEES AND OTHER DIRECT EXPENSES, PLUS PRORATED STAFF TIME/OFFICE EXPENSES TO PRODUCE AND PRESENT OUR "DISCOVER JAZZ FOR THE HOLIDAYS" INTIMATE CHAMBER MUSIC RECITAL, AND OUR "SEASON KICK-OFF" EVENT. 21866 237186 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 64 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X VIRGINIA JOHNSTON 9733792200 120 MORRIS AVENUE SUMMIT NJ 07901 SUSAN HEAD PRESIDENT 4.00 X X 0 0 0 DAVID A WILLIAMS CPA TREASURER 2.00 X X 0 0 0 NADYA GENIUSH TRUSTEE 1.00 X 0 0 0 CHARLES R KRAMER JR TRUSTEE 1.00 X 0 0 0 JOHN WARGACKI SECRETARY 2.00 X X 0 0 0 B BRUCE HOGG VICE PRESIDENT 2.00 X X 0 0 0 DYAN BRYSON TRUSTEE 1.00 X 0 0 0 SANDRA BRADDY-HALL TRUSTEE 1.00 X 0 0 0 VIRGINIA JOHNSTON FINANCE DIRECTOR 10.00 X 16950 0 4200 RICK KALLER EXECUTIVE DIRECTOR 35.00 X 76644 0 22513 93594 0 26713 0 0 0 0 0 44009 93720 252048 389777 15949 15949 2110 2110 16291 44009 16291 0 MISC. OTHER INCOME 711300 428 428 428 408264 2538 0 15949 119802 75930 26502 17370 121272 78467 25346 17459 3162 1820 822 520 8432 4561 2060 1811 16707 10525 3676 2506 11700 600 10500 600 32600 15170 2730 14700 12159 11344 815 5121 2264 1793 1064 4750 3640 660 450 259 259 1497 943 330 224 16108 8018 8090 DISTRIBUTION FEES 13766 13766 PRINT. AND GRAPHIC DES. 7565 1879 1674 4012 POSTAGE & MAILING HOUSE 4157 1833 159 2165 DUES AND FEES 4020 1157 1312 1551 8425 5010 1393 2022 391502 237186 87047 67269 146679 19805 145502 145502 14680 23430 1015 1712 28700 13524 11226 1497 0 9729 100046 240146 50006 47128 486628 500976 17676 18040 4365 1487 22041 19527 X 316085 317947 148502 163502 464587 481449 486628 500976 16762 100 0 X X 0 1 X 1 0 X 798113 305793 327134 387452 389777 2208269 798113 305793 327134 387452 389777 2208269 680745 1527524 7855 6488 6888 14110 18059 53400 93509 93509 2355178 5065 0.64860 0.55590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11226 1497 9729 9729 EMPLOYEE RETENTION CREDIT RECEIVABLE 45641 OPERATING LEASE RIGHT OF USE ASSET 1487 47128 OPERATING LEASE LIABILITY 1487 1487 X 408364 100 100 408264 0 408264 391502 0 391502 0 391502 PART X, LINE 2: TDO IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREBY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. TDO IS ALSO EXEMPT UNDER TITLE 15 OF THE STATE OF NEW JERSEY CORPORATIONS AND ASSOCIATIONS NOT FOR PROFIT ACT. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PRESENTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS STATED THAT ALL REQUIRED INFORMATIONAL TAX RETURNS HAVE BEEN FILED AND REGISTRATION FEES HAVE BEEN PAID. TDO FOLLOWS THE PROVISIONS OF FASB ASC, INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION AS THEY RELATE TO THOSE POSITIONS. TDO DOES NOT EXPECT A SIGNIFICANT INCREASE OR DECREASE TO THE TOTAL AMOUNTS OF UNRECOGNIZED TAX POSITIONS DURING THE YEAR ENDED JUNE 30, 2025. HOWEVER, TDO IS SUBJECT TO REGULAR AUDIT BY TAX AUTHORITIES INCLUDING A REVIEW OF ITS NONPROFIT STATUS, WHICH MANAGEMENT BELIEVES WOULD BE UPHELD UPON EXAMINATION. TDO BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS. NONETHELESS, THE AMOUNTS ULTIMATELY PAID, IF ANY, UPON RESOLUTION OF THE ISSUES RAISED BY THE TAXING AUTHORITIES MAY DIFFER MATERIALLY FROM THE AMOUNTS ACCRUED EACH YEAR. AS REQUIRED BY LAW, TDO FILES INFORMATIONAL RETURNS WITH BOTH FEDERAL AND NEW JERSEY STATE GOVERNMENTS ON AN ANNUAL BASIS - FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND FORM CRI- 300R WITH THE STATE. TDO IS SUBJECT TO EXAMINATIONS AT ANY TIME WITHIN CERTAIN STATUTORILY DEFINED PERIODS FROM THE LATEST FILING DATE FOR FEDERAL AND FOR NEW JERSEY. GALA 60300 44009 16291 16108 183 60300 44009 16291 16108 183 16291 0 FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THE DISCOVERY ORCHESTRA, INC. ("TDO") IS A NOT-FOR-PROFIT CORPORATION WHOSE MISSION ISTEACHING THE LISTENING SKILLS THAT HELP PEOPLE DEEPLY CONNECT WITH CLASSICAL MUSIC. FOR MORE THAN 25 YEARS, ARTISTIC DIRECTOR GEORGE MARRINER MAULL AND TDO HAVE OFFERED INTERACTIVECLASSICAL MUSIC EXPERIENCES TO STUDENTS, TEACHERS, AND THE GENERAL PUBLIC, FROM CLASSICAL FANS TO THE CLASSICAL-CURIOUS, TO HELP THEM "LISTEN BETTER." LIVE PROGRAMS IN CONCERT HALLS,SCHOOLS, AND COMMUNITY CENTERS SUPPLEMENT MEDIA PROGRAMS ON PUBLIC TELEVISION, RADIO,DVDS, AND THE INTERNET. ALL PROGRAMS EMPLOY THE METHODOLOGY OF NOTICING MUSICAL DETAIL TOHEIGHTEN ENJOYMENT AND UNDERSTANDING OF THE PIECES BEING EXPLORED. TDO HAS RECEIVED THREE EMMY NOMINATIONS AND ELEVEN TELLY AWARDS FOR ITS SIX PUBLIC TELEVISION PROGRAMS, DISTRIBUTED BY AMERICAN PUBLIC TELEVISION. APT RE-RELEASED TWO OF TDO'S TELEVISION PROGRAMS, DISCOVER VIVALDI'S FOUR SEASONS AND THE 8-PART FALL IN LOVE WITH MUSIC SERIES, IN MAY 2022. A YEAR LATER, TDO'S MOST RECENT PROGRAM, DISCOVER SAINT-SAENSORGAN" SYMPHONY, WAS COMPLETED AND ALSO BEGAN NATIONAL DISTRIBUTION. IN JANUARY 2024, TDO'S POPULAR DISCOVER BEETHOVEN'S 5TH WAS RE-RELEASED FOR A THREE-YEAR DISTRIBUTION CYCLE. COLLECTIVELY THROUGHOUT FISCAL YEAR 2025, THERE WERE 253 BROADCASTS OF THESE FOUR PROGRAMS ON 49 CHANNELS ACROSS 15 STATES, WITH EACH PROGRAM REACHING AN AVERAGE POTENTIAL NATIONAL AUDIENCE OF OVER 58 MILLION HOUSEHOLDS. TDO'S TELEVISION PROGRAMS AND SHORT-FORM VIDEOS ARE ALSO DISTRIBUTED TO THE EDUCATIONAL MARKETPLACE BY FILMS MEDIA GROUP AND TO THE HOME STREAMING MARKET VIA PBS PASSPORT AND AMAZON PRIME VIDEO. FISCAL YEAR 2025 SAW THE CONTINUATION OF TDO'S PUBLIC RADIO PROGRAM, INSIDE MUSIC, PRODUCED IN PARTNERSHIP WITH WWFM--THE CLASSICAL NETWORK. TDO'S VIDEO/PODCAST SERIES NOTES FROM UNDER THE PIANO, PLUS ITS EVER-POPULAR DISCOVERY CHAT VIDEOS, RESULTED IN MORE THAN 23,000 VIEWS ON YOUTUBE. IN ADDITION, TDO'S GAME APP AHA! CLASSICAL, DEVELOPED IN PARTNERSHIP WITH SOCIAL IMPACT STUDIOS, HAD MORE THAN 17,000 DOWNLOADS ACROSS THE APPLE AND GOOGLE PLAY APP STORES. THIS FREE GAME ALLOWS PLAYERS OF ALL AGES AND SKILL LEVELS TO LEARN ABOUT, INTERACT WITH, AND PRACTICE LISTENING SKILLS THROUGH CLASSICAL MUSIC. LIVE PUBLIC PERFORMANCE EVENTS IN NEW JERSEY DURING THE 2024-25 SEASON REACHED 516 ATTENDEES AT VENUES INCLUDING HISTORIC BEACON CHURCH IN SUMMIT, THE KELLOGG MANSION IN MORRISTOWN, GRACE CHURCH IN NEWARK, PRINCETON SEMINARY CHAPEL IN PRINCETON, AND GRACE EPISCOPAL CHURCH IN MADISON.TDO'S COMMUNITY ENGAGEMENT PROGRAMS FOR LOCAL MUSIC STUDENT AND SENIOR GROUPS CONTINUED IN BOTH LIVE AND VIRTUAL SETTINGS. TWELVE OF THESE PROGRAMS, REACHING AN ADDITIONAL 854 PARTICIPANTS, WERE HELD WITH TDO'S EDUCATIONAL PARTNERS IN SIX NJ COUNTIES, INCLUDING THE KEYS 2 SUCCESS PIANO PROGRAM IN NEWARK, THE PATRICIA M. NOONAN ELEMENTARY SCHOOL (PS #26) IN JERSEY CITY, FRELINGHUYSEN MIDDLE SCHOOL WITH THE LINKS INC. (MORRIS COUNTY CHAPTER) AND THEIR RHYTHMS FOR LIFE PROGRAM IN MORRISTOWN, MONMOUTH COUNTY LIBRARY IN SHREWSBURY, WARRENBROOK SENIORS IN WARREN TOWNSHIP, AND NEW PROVIDENCE SENIORS IN NEW PROVIDENCE. THIS REFLECTS AN 85% INCREASE IN COMMUNITY ENGAGEMENT PARTICIPANTS FROM FY24. COMMENTS FROM OUR AUDIENCE MEMBERS AND COMMUNITY PROGRAM PARTICIPANTS INCLUDE THE FOLLOWING: "PERFECT EVENT! EVERYONE LOVED THE PIECE AND APPRECIATED THE MULTI-MEDIA FORMAT IN WHICH IT WAS PRESENTED." -- ATTENDEE AT THE OCTOBER 2024 DISCOVER SYMPHONIC MASTERWORKS WITH THE MAESTRO PROGRAM "THANK YOU SO MUCH FOR COMING TO PERFORM AND PRESENT AT OUR CENTER. THE MUSIC WAS BEAUTIFUL AND THE ADDITIONAL INFORMATION YOU PROVIDED WAS ENLIGHTENING. WE ALL TRULY ENJOYED THE EXPERIENCE. MANY OF THE SENIORS HAVE SOUGHT ME OUT TO EXPRESS THEIR GRATITUDE FOR THIS PROGRAM." -- BETH CONTI, PROGRAM COORDINATOR AT THE DECORSO COMMUNITY CENTER IN NEW PROVIDENCE, FOLLOWING THE NOVEMBER 2024 PROGRAM "THANK YOU ALL FOR A REALLY GREAT PROGRAM TODAY! EVERYONE SEEMED TO BE HAVING SO MUCH FUN ESPECIALLY THE STUDENTS. THEY WERE VERY MUCH ENGAGED ... TRYING TO FIND AND KEEPING THE BEAT " -- MARJORIE RICH, CHAIR OF THE ARTS, RHYTHMS FOR LIFE (THE LINKS), FOLLOWING THE FEBRUARY 2025 BLACK HISTORY MONTH PROGRAM "THE PRESENCE OF TDO AT THE EVENT ENGAGED THE AUDIENCE OF PARENTS, STUDENTS, AND FRIENDS IN A WAY I HAVE NEVER SEEN BEFORE! THE STUDENTS PRACTICALLY LEAPT OUT OF THEIR SEATS FOR A CHANCE TO ANSWER MR. GEORGE'S QUESTIONS, FOR A CHANCE TO SHOW OFF THEIR CLASSICAL MUSIC KNOWLEDGE TO THEIR PARENTS AND FRIENDS." -- SHAUGHNESSY PRICE, KEYS 2 SUCCESS DEVELOPMENT DIRECTOR / SITE MANAGER FOLLOWING THE MARCH 2025 PROGRAM FEATURING CARNIVAL OF THE ANIMALS "TODAY I WATCHED YOUR PROGRAM CALLED DISCOVER BEETHOVEN'S 5TH, AND IT WAS MARVELOUS! MAESTRO MAULL AND HIS TALENTED ORCHESTRA GAVE ME A 1-HOUR THRILL. I SO APPRECIATED THE FORMAT OF THE PROGRAM, AND THE MAESTRO INVOLVED ALL OF US AND TAUGHT US SO MUCH. WHEN THE PROGRAM ENDED, I CLAPPED LOUDLY AND SHOUTED 'BRAVO! BRAVO!!' FINALLY A SHOW THAT IS WORTH MY TIME AND GIVES ME SO MUCH JOY!" -- DISCOVER BEETHOVEN' 5TH TV SHOW VIEWER FUNDING FOR ALL OF TDO'S PROGRAMMING IS PROVIDED BY THE NEW JERSEY STATE COUNCIL ON THE ARTS, BUSINESSES, FOUNDATIONS, AND INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 11B THE DISCOVERY ORCHESTRA, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS PROVIDED TO THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH A REASONABLE AMOUNT OF TIME TO REVIEW THE FORM 990. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED THROUGH MANAGEMENT TO THE OUTSIDE ACCOUNTING FIRM. ANY APPLICABLE ISSUES ARE ADDRESSED PRIOR TO THE RETURN BEING FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ANNUAL CONFLICT OF INTEREST STATEMENTS FROM ALL COVERED MEMBERS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL STAFF AND MEMBERS OF THE BOARD OF TRUSTEES. SHOULD ANY POTENTIAL CONFLICT OF INTEREST ISSUE ARISE, APPROPRIATE STAFF AND TRUSTEES ACT UPON THE ISSUE ON A TIMELY AND REASONABLE BASIS TO RESOLVE THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A "BOARD REVIEW OF COMPENSATION COMMITTEE" THAT REVIEWS THE COMPENSATION DATA EACH SPRING, THEN RECOMMENDS COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR FOR FULL BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALWAYS AVAILABLE TO THE PUBLIC AT THE DISCOVERY ORCHESTRA INC.'S OFFICE LOCATED AT 120 MORRIS AVENUE, SUMMIT, NJ 07901 OR BY REQUEST. IN ADDITION THE 990 IS POSTED ON THE ORGANIZATION'S WEBSITE WWW.DISCOVERYORCHESTRA.ORG AS WELL AS GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C EXPLANATION: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A EXPLANATION: THIS FIGURE INCLUDES FIVE REGULAR STAFF MEMBERS, MUSICIANS PAID FOR THE RE-RELEASE OF OUR "DISCOVER BEETHOVEN'S 5TH" TELEVISION SHOW ON AMERICAN PUBLIC TELEVISION, AND OTHER MUSICIANS WHO PERFORMED AT LIVE EVENTS DURING 2024.