2025-02-06T15:42:30-06:00 2024-06-30 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990 2023-07-01 222822802 THE DISCOVERY ORCHESTRA INC DISC 9733792200 120 MORRIS AVENUE SUMMIT NJ 07901 DAVID A WILLIAMS CPA TREASURER 9733792200 2025-01-27 1 0 CHRISTABEL VALLADARES CPA P02451559 9733281825 2025-01-21 2023 2025-03-06 01:10:19Z RICK KALLER 120 MORRIS AVENUE SUMMIT NJ 07901 417470 0 X WWW.DISCOVERYORCHESTRA.ORG X 1987 NJ SEE SCHEDULE O. 8 8 10 46 0 0 327134 387452 0 0 533 9952 102457 5317 430124 402721 0 0 0 0 356407 289135 0 0 54985 316395 122836 672802 411971 -242678 -9250 505660 486628 31869 22041 473791 464587 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 155148 3641 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) OF OUR TWICE-MONTHLY RADIO PROGRAM, "INSIDE MUSIC", IN PARTNERSHIP WITH WWFM-THE CLASSICAL NETWORK IN NEW JERSEY; 2) THE RELEASE OF THE FINAL EPISODES OF OUR VIDEO/PODCAST SERIES, NOTES FROM UNDER THE PIANO; 3) CONTINUING NATIONAL DISTRIBUTION OF OUR "DISCOVER SAINT-SAENS ORGAN' SYMPHONY", "DISCOVER VIVALDI'S FOUR SEASONS AND "FALL IN LOVE WITH MUSIC" PUBLIC TELEVISION PROGRAMS; 4) THE RELEASE OF SEVEN ADDITIONAL QUEST MODULES FOR USERS OF OUR NEW GAME APP, "AHA! CLASSICAL; 5) THE RELEASE OF A NEW EDUCATIONAL VIDEO, "DISCOVER MOZART'S VARIATIONS ON A FAMILIAR TUNE" ON OUR YOUTUBE CHANNEL; AND 6) A PROGRAM AND GAME APP PROMOTION CAMPAIGN WITH PARTNER SOCIAL IMPACT STUDIOS. ADDITIONALLY, THE THREE PUBLIC TELEVISION PROGRAMS MENTIONED WERE AVAILABLE ON THE PBS PASSPORT STREAMING PLATFORM (LIKE THE BEETHOVEN PROGRAM, DETAILED IN ITEM 2 BELOW). 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. 56085 517 2. "DISCOVER BEETHOVEN'S 5TH" RE-RELEASE - THIS INTERACTIVE, EDUCATIONAL PUBLIC TELEVISION PROGRAM, TAPED IN FRONT OF A LIVE AUDIENCE IN 2010 AND ORIGINALLY RELEASED NATIONALLY FROM 2011-2014, FEATURES MAESTRO MAULL AND 60 ORCHESTRA MUSICIANS EXPLORING THE FAMOUS OPENING MOVEMENT OF BEETHOVEN'S "SYMPHONY NO. 5." THE CONCERT FORMAT HELPS AUDIENCE MEMBERS AND VIEWERS NOTICE MORE MUSICAL DETAIL AND ENHANCE THEIR ENJOYMENT AND UNDERSTANDING OF THE MUSIC. THE PROGRAM EARNED AN EMMY AWARD NOMINATION AND RECEIVED TWO TELLY AWARDS. OUR DISTRIBUTION PARTNER AMERICAN PUBLIC TELEVISION RE-RELEASED THIS PROGRAM BEGINNING ON JANUARY 1, 2024. THERE WERE 134 NATIONAL BROADCASTS IN 17 STATES FROM JANUARY 1 - JUNE 30, 2024, REACHING TWO TOP-10 MARKETS (NEW YORK AND LOS ANGELES). TRADITIONAL BROADCASTS OF THIS SHOW, AS WELL AS STREAMING VIA PBS PASSPORT, WILL CONTINUE THROUGH DECEMBER 31, 2026. STREAMING SALES OF THIS PROGRAM WERE ALSO ONGOING VIA FILMS MEDIA GROUP, WHICH PROVIDES EDUCATIONAL VIDEO CONTENT TO HIGH SCHOOLS, COLLEGES AND UNIVERSITIES, AND PUBLIC LIBRARIES 31616 3. COMMUNITY ENGAGEMENT - WE PARTNERED WITH FIVE LOCAL STUDENT AND SENIOR ORGANIZATIONS TO PROVIDE EDUCATIONAL MUSIC LISTENING PROGRAMS IN PARTNERSHIP WITH THESE GROUPS. DURING THE FISCAL YEAR, THERE WERE SEVEN IN-PERSON SESSIONS PRESENTED AT THE PARTNER ORGANIZATIONS' LOCATIONS, WITH ONE OTHER SESSION PRESENTED TO A SENIOR GROUP PARTNER VIRTUALLY. TOGETHER, THESE EIGHT SESSIONS REACHED 460 PEOPLE. WE ALSO PROVIDED TRANSPORTATION FOR ONE OF THE COMMUNITY ORGANIZATIONS TO ATTEND OUR TWO SCREENING EVENTS IN THE FALL AND SPRING. 22727 1159 MUSICIANS FEES AND OTHER DIRECT EXPENSES, PLUS PRORATED STAFF TIME/OFFICE EXPENSES TO PRODUCE AND PRESENT OUR TWO "DISCOVERY SCREENING" EVENTS AND OUR "DISCOVER HARP FOR THE HOLIDAYS" INTIMATE AFTERNOON CHAMBER MUSIC RECITAL 22727 1159 265576 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 10 1 0 0 0 0 0 1 1 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 TREASURER 2.00 X X 0 0 0 NADYA GENIUSH TRUSTEE 1.00 X 0 0 0 PATRICIO F MOLINA 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 16694 0 5870 RICK KALLER EXECUTIVE DIRECTOR 35.00 X 75144 0 23703 91838 0 29573 0 0 0 0 0 25076 58000 304376 387452 9952 9952 4158 4158 14749 25076 14749 0 MISC. OTHER INCOME 711300 1159 1159 1159 402721 5317 0 9952 121411 59630 36460 25321 140717 110905 16935 12877 3027 1779 724 524 5171 3040 1236 895 18809 11285 4514 3010 11200 500 10200 500 27959 25487 927 1545 9927 9357 570 7403 2903 3479 1021 4424 3225 719 480 821 754 67 16510 9318 7192 DISTRIBUTION FEES 14351 14351 DUES AND FEES 6239 1657 3042 1540 PRINT. AND GRAPHIC DES. 6203 1671 1347 3185 POSTAGE & MAILING HOUSE 4528 1232 1378 1918 13271 8482 3257 1532 411971 265576 91410 54985 147312 146679 213357 145502 12500 14680 1243 1015 36248 28700 21989 21989 0 0 100046 95000 50006 505660 486628 30378 17676 1491 4365 31869 22041 X 249871 316085 223920 148502 473791 464587 505660 486628 -9250 46 0 X X 0 1 X 1 0 X 332968 798113 305793 327134 387452 2151460 332968 798113 305793 327134 387452 2151460 875545 1275915 15052 7855 6488 6888 14110 50393 93509 93509 2295362 7513 0.55590 0.57600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21989 21989 0 0 EMPLOYEE RETENTION CREDIT RECEIVABLE 45641 OPERATING LEASE RIGHT OF USE ASSET 4365 50006 OPERATING LEASE LIABILITY 4365 4365 X 402767 46 46 402721 0 402721 411971 0 411971 0 411971 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, 2024. 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 39825 25076 14749 14569 180 39825 25076 14749 14569 180 14749 0 FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THE DISCOVERY ORCHESTRA, INC. ("TDO") IS A NOT-FOR-PROFIT CORPORATION WHOSE MISSION IS TEACHING THE LISTENING SKILLS THAT HELP PEOPLE DEEPLY CONNECT WITH CLASSICAL MUSIC. FOR MORE THAN 25 YEARS, ARTISTIC DIRECTOR GEORGE MARRINER MAULL AND THE DISCOVERY ORCHESTRA HAVE OFFERED INTERACTIVE CLASSICAL 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 TO HEIGHTEN 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 "FALL IN LOVE WITH MUSIC" SERIES, IN MAY 2022. A YEAR LATER, TDO'S MOST RECENT PROGRAM, "DISCOVER SAINT- SAENS ORGAN' 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 2024, THERE WERE 782 BROADCASTS OF THESE FOUR PROGRAMS ON 100 CHANNELS IN 56 MARKETS ACROSS 20 STATES, WITH EACH PROGRAM REACHING AN AVERAGE POTENTIAL AUDIENCE OF OVER 62 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 2024 SAW THE CONTINUATION OF TDO'S PUBLIC RADIO PROGRAM, "INSIDE MUSIC," PRODUCED IN PARTNERSHIP WITH WWFM--THE CLASSICAL NETWORK. THE FINAL EPISODES OF TDO'S VIDEO/PODCAST SERIES, NOTES FROM UNDER THE PIANO," WERE RELEASED IN SUMMER 2023. THAT SERIES, PLUS TDO'S EVER-POPULAR DISCOVERY CHAT VIDEOS, RESULTED IN MORE THAN 32,000 VIEWS OF THESE PROGRAMS ON YOUTUBE. IN ADDITION, TDO'S NEW GAME APP "AHA! CLASSICAL," DEVELOPED IN PARTNERSHIP WITH SOCIAL IMPACT STUDIOS, LAUNCHED IN APP STORES IN SEPTEMBER 2023. THIS FREE GAME ALLOWS PLAYERS OF ALL AGES AND SKILL LEVELS TO LEARN ABOUT, INTERACT WITH, AND PRACTICE LISTENING SKILLS THROUGH CLASSICAL MUSIC. BY JUNE 2024, THE APP HAD BEEN DOWNLOADED BY MORE THAN 16,000 PLAYERS. LIVE PERFORMANCE VENUES IN NEW JERSEY DURING THE 2023-24 SEASON INCLUDED HISTORIC BEACON CHURCH IN SUMMIT, THE PARK SAVOY IN FLORHAM PARK, AND PRINCETON SEMINARY CHAPEL IN PRINCETON. TDO'S COMMUNITY OUTREACH TO LOCAL MUSIC STUDENT AND SENIOR GROUPS CONTINUED IN BOTH LIVE AND VIRTUAL SETTINGS. EIGHT SESSIONS/EVENTS REACHING A TOTAL OF 460 PARTICIPANTS WERE HELD WITH TDO'S EDUCATIONAL PARTNERS, INCLUDING THE NEWARK SCHOOL OF THE ARTS, THE KEYS 2 SUCCESS PIANO PROGRAM IN NEWARK, THE PATRICIA M. NOONAN ELEMENTARY SCHOOL (PS #26) IN JERSEY CITY, THE RHYTHMS FOR LIFE PROGRAM (VIA THE LINKS) IN MORRISTOWN, AND WARRENBROOK SENIORS IN WARREN TOWNSHIP. COMMENTS FROM TDO'S AUDIENCE MEMBERS AND OUTREACH PARTICIPANTS INCLUDE THE FOLLOWING: "WOW, THANK YOU SO MUCH FOR SHARING THIS WONDERFUL PROGRAM. MAESTRO MAULL IS A TRUE MASTER OF ORAL PRESENTATION AND EXPLANATION. CLEAR AND ENGAGING, FRIENDLY BUT CHALLENGING. HE DREW IN THE ON-SITE CROWD - AND ME - TO THINK AND LISTEN. I RESONATED WITH THE WAY HE 'TAUGHT' THE CROWD THROUGH NORMAL CONVERSATIONAL SPEECH ... THANKS AGAIN FOR EXPANDING MY CONSCIOUSNESS!" -- DISCOVER SAINT-SAENS ORGAN" SYMPHONY TV SHOW VIEWER "I'M LISTENING TO YOUR SHOW ON WWFM ON 91.1 (TOMS RIVER, NJ) ON MAY 25, 2024. I CAME ACROSS IT WHILE WORKING ON MY COMPUTER AND LISTENING TO THE RADIO. EXCELLENT AND I JUST DISCOVERED ON WWFM'S WEBSITE THERE APPEAR TO BE PREVIOUS SHOWS AVAILABLE TO LISTEN TO. E X C E L L E N T !" -- INSIDE MUSIC RADIO PROGRAM LISTENER "THE DVDS ARRIVED SATURDAY! THEY ARE WONDERFUL. THESE MUST BE AMONG THE BEST MUSICAL DOCUMENTARIES/EXPOSITIONS EVER DONE. BOY AM I GLAD I SAW THE DISCOVER SAINT-SAENS SHOW ON OUR LOCAL PUBLIC TELEVISION STATION AND THEN FOUND THE DISCOVERY ORCHESTRA ON THE INTERNET." -- DVD CUSTOMER "THE BLACK HISTORY MONTH PROGRAM YOU PRESENTED AT THE NEIGHBORHOOD HOUSE LAST WEEK WAS QUITE ENCOURAGING! WE ARE SO VERY APPRECIATIVE OF YOUR DEDICATION TO OUR PROGRAM. THROUGH THE DISCOVERY ORCHESTRA, YOU ARE EXPOSING AND INSPIRING A POSITIVE MUSICAL EXPERIENCE TO THE NEXT GENERATION OF BUDDING MUSICIANS. 'DISCOVER MARGARET BONDS' MONTGOMERY VARIATIONS' WAS INSPIRATIONAL! ALTHOUGH WE MAY NOT KNOW HOW IMPACTED THE STUDENTS WERE BY THE PRESENTATIONS, WE CAN BE SURE THAT THE EXPOSURE HAS SPARKED A FLAME OF INTEREST! IT IS A TRULY WONDERFUL PRIVILEGE TO HAVE THE DISCOVERY ORCHESTRA AS A VALUED COMMUNITY PARTNER." -- CHERYL OUTLAW, MORRIS COUNTY CHAPTER, THE LINKS INC. REGARDING THE FEBRUARY 2024 PROGRAM SHARED WITH STUDENTS OF THE RHYTHMS FOR LIFE "LINKS" PROGRAM 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, THREE SEASONAL STAFF MEMBERS, AND TWO MUSICIANS WHO PERFORMED DURING 2023.