2024-03-19T16:10:23-05:00 2023-08-31 FORVIS LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2022-09-01 237362572 Orpheus Chamber Orchestra Inc % ALEXANDER SCHEIRLE ORPH 2128961700 490 Riverside Drive 11th Fl New York NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128961725 2024-02-20 true ALEXANDER SCHEIRLE 999009999 Aaron Shapiro P01333816 2128674000 2 2022 2023-04-26 12:10:37Z ALEXANDER SCHEIRLE 490 Riverside Drive 11th Fl New York NY 10027 3862780 false X WWW.ORPHEUSNYC.ORG X 1973 NY TO CREATE EXTRAORDINARY MUSICAL EXPERIEN- CES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, EDUCATION, INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. 22 19 138 26 0 2499362 2774597 889111 838002 11848 27857 -55217 72828 3345104 3713284 0 0 0 0 1754181 1841714 0 0 575775 1281942 1353425 3036123 3195139 308981 518145 1908737 2663897 323736 508159 1585001 2155738 X ORPHEUS CHAMBER ORCHESTRA HAS LEARNED THAT DIVERSITY IS CRITICAL TO ITS MISSION TO CREATE EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. THE ORCHESTRA STRIVES TO MAKE ORPHEUS AN ACCESSIBLE AND SAFE PLACE THROUGH ITS FOUNDING PRINCIPLES OF SHARED LEADERSHIP, TRUST, INCLUSIVENESS, EQUITY, AND COLLABORATION. THESE IDEALS DRIVE HOW ORPHEUS INTERACTS IN OUR ORGANIZATION, IN OUR COMMUNITIES, AND IN OUR WORLD. ORPHEUS STRIVES TO BE THE WORLD'S PREMIER CHAMBER ORCHESTRA BY PERFORMING MUSIC AT THE HIGHEST LEVEL, CHALLENGING ARTISTIC BOUNDARIES, INSPIRING THE PUBLIC TO THINK AND WORK WITH NEW PERSPECTIVES, AND BUILDING A BROAD AND ACTIVE AUDIENCE IN NEW YORK CITY AND AROUND THE WORLD. false false 2191607 838002 FOR 50 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE IN ITS HOMETOWN OF NEW YORK CITY, PRESENTING ITS ANNUAL CONCERT SERIES AT CARNEGIE HALL. DURING ORPHEUS' 50TH ANNIVERSARY SEASON IN 2022-2023, ORPHEUS PRESENTED THREE CARNEGIE HALL CONCERTS, COLLABORATING WITH GUEST SOLOISTS: PIANIST, ROMAN RABINOVICH; VIOLINIST, RENAUD CAPUCON; SOPRANO, KAREN SLACK; BARITONE, WILL LIVERMAN; AND NARRATOR CHRISTINE BARANSKI. THE SERIES INCLUDED THREE WORLD PREMIERES INCLUDING NEWLY COMMISSIONED WORKS BY JEFF SCOTT, HANNA BENN, AND JASMINE BARNES, AND A NEW ARRANGEMENT BY JANNINA NORPOTH. IN ADDITION, ORPHEUS PRESENTED CHAMBER MUSIC CONCERTS IN BROOKLYN AND STATEN ISLAND WITH CELLIST, KEN KUBOTA AND PERCUSSIONIST, JAVIER DIAZ; AND WAS PRESENTED FOR TWO CONCERTS AT THE 92NY WITH PIANIST, ANGELA HEWITT; AND THE VIJAY IYER TRIO. ORPHEUS IS COMMITTED TO SHARING ITS ARTISTIC PROGRAMMING WITH COMMUNITIES BEYOND NEW YORK CITY. IN 2022-2023, ORPHEUS TOURED WITHIN NEW YORK STATE AND TO PENNSYLVANIA, NEW JERSEY, MASSACHUSETTS, VERMONT, VIRGINIA, ALABAMA, TEXAS, KANSAS, NEBRASKA, AND WASHINGTON DC. THESE CONCERTS INCLUDED COLLABORATIONS WITH GUESTS SOLOISTS: VIOLINIST, VADIM GLUZMAN; TRUMPETIST, TINE THING HELSETH; PIANIST, ANGELA HEWITT, PIANIST, ALESSIO BAX; VIOLINIST, CHAD HOOPS AND INCLUDED A WORLD PREMIERE OF A WORK BY DANNY ELFMAN AT THE LIBRARY OF CONGRESS SPRING 2023 CONCERT SERIES. INTERNATIONALLY, THE ORCHESTRA VISITED CANADA COLLABORATING WITH PIANIST, JAN LISIECKI. THE ORCHESTRA'S RICH HISTORY OF TOURING INCLUDES VISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON FOUR CONTINENTS. IN THE 2022-23 SEASON, ORPHEUS SERVED OVER 13,000 AUDIENCE MEMBERS LIVE. BY TOURING NATIONALLY AND INTERNATIONALLY, THE ORCHESTRA REMOVES NUMEROUS FINANCIAL AND GEOGRAPHIC OBSTACLES THAT PREVENT ACCESS FOR MANY TO EXPERIENCE THE DYNAMIC LIVE PERFORMANCES. IN ADDITION TO LIVE PERFORMANCES, THE ORCHESTRA CONTINUED TO REACH AUDIENCES ONLINE THROUGH WEBCASTS OF THE ORCHESTRA'S PERFORMANCES AT THE 92NY AND THE LIED CENTER FOR THE PERFORMING ARTS. ORPHEUS IS FORTUNATE TO MAINTAIN A GLOBAL PRESENCE, DEVELOPED THROUGH AN EXTENSIVE RECORDING CATALOGUE AND CURRENT RADIO BROADCASTS, THROUGH NATIONAL AND INTERNATIONAL TOURS. IN THIS WAY, THE ORCHESTRA BUILDS ON EXISTING PARTNERSHIPS AND REACHES NEW COMMUNITIES. ORPHEUS' COMMITMENT TO ENGAGEMENT INCLUDES FOUR CORE INITIATIVES. THE ACCESS ORPHEUS PROGRAM ENGAGES OVER 1,500 PUBLIC SCHOOL STUDENTS ANNUALLY FROM EACH OF NEW YORK CITY'S FIVE BOROUGHS AS WELL AS THE BROADER METROPOLITAN AREA, WITH PRIORITY GIVEN TO TITLE I SCHOOLS. ORPHEUS SHARES THE ORCHESTRA'S COLLABORATIVE MUSIC-MAKING PROCESS THROUGH UNPRECEDENTED ACCESS AND LEARNING OPPORTUNITIES WITH ORPHEUS MUSICIANS AND COLLABORATORS, OPEN REHEARSALS, AND UNDERWRITTEN TICKETS AND STUDY GUIDES TO ORPHEUS' CARNEGIE HALL SERIES CONCERTS. FOR MANY, THIS IS THEIR FIRST EXPERIENCE OF A LIVE CLASSICAL MUSIC CONCERT AND THEIR FIRST TIME INSIDE CARNEGIE HALL. IN THE 2022-2023 SEASON, ORPHEUS CONTINUED ITS PARTNERSHIP WITH THE HARMONY PROGRAM BY HAVING ORPHEUS MUSICIANS COACH THEIR ALL STARS ENSEMBLE OF NYC PUBLIC SCHOOL STUDENTS CULMINATING IN A FINAL SIDE-BY-SIDE PERFORMANCE IN SPRING 2023. THE ORPHEUS MUSIC ACADEMY ENCOMPASSES ORPHEUS' PROGRAMS FOR INTERMEDIATE AND ADVANCED MUSIC STUDENTS. ORPHEUS MUSICIANS SHARE THEIR ARTISTRY, EXPERTISE, AND COLLABORATIVE APPROACH TO MUSIC MAKING THROUGH MASTERCLASSES WITH ORPHEUS MUSICIANS AND GUEST ARTISTS, SIDE-BY-SIDE WORKSHOPS, AND RESIDENCIES ON TOUR. IN 2022-2023, ORPHEUS MUSICIANS WORKED WITH STUDENTS FROM INTERLAKE HIGH SCHOOL, HUNTER COLLEGE, UNIVERSITY OF NEBRASKA, KANSAS STATE UNIVERSITY, AND COACHED SECTIONALS FOR NEW YORK YOUTH SYMPHONY. ORPHEUS REFLECTIONS BRINGS THE HEALING POWER OF MUSIC TO PEOPLE LIVING WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA AND THEIR CAREGIVERS. ORPHEUS MUSICIANS SHARE INTIMATE PERFORMANCES AND ENGAGE WITH AUDIENCES IN SPACES WHERE ATTENDEES ARE COMFORTABLE, SUCH AS PUBLIC VENUES OR PRIVATE CARE CENTERS. THE PROGRAMS ALSO BENEFIT CAREGIVERS, WHO IN THEIR DEMANDING ROLES MAY HAVE LITTLE OPPORTUNITY TO ENJOY LIVE MUSIC. IN 2022-2023 ORPHEUS OFFERED REFLECTIONS PROGRAMS ONLINE OVER ZOOM AND IN-PERSON FOR PARTNER ORGANIZATIONS ACROSS NEW YORK CITY AND ON TOUR IN TEXAS. ADDITIONALLY, ORPHEUS PARTNERED WITH THE UNFORGETTABLES CHORUS, A CHOIR FOR PEOPLE LIVING WITH DEMENTIA AND THEIR FAMILY CARE-PARTNER, BY ACCOMPANYING THE CHOIR IN REHEARSALS CULMINATING IN A FINAL SIDE-BY-SIDE CONCERT IN SPRING 2023. THE ORPHEUS LEADERSHIP INSTITUTE BRINGS THE ORPHEUS PROCESS TO THE PRIVATE AND NON-PROFIT SECTORS AND EDUCATIONAL INSTITUTIONS TO EMPOWER THE LEADERS OF TOMORROW THROUGH COLLABORATIVE MANAGEMENT TRAINING. TEAMS OF ALL KINDS PARTICIPATE IN CUSTOMIZABLE PROGRAMS TO GAIN INSIGHT FROM ORPHEUS' DEMOCRATIC PROCESS AND DEVELOP ESSENTIAL SKILLS IN COMMUNICATION, COLLECTIVE OWNERSHIP, AND CREATIVE PROBLEM SOLVING. IN 2022-2023, ORPHEUS PROVIDED OLI PROCESS DEMONSTRATIONS FOR IESE BUSINESS SCHOOL. 2191607 true true false false false false false false false true false false false false true false true false false false true false false false true false false false false true false false false false false false false false false true false false false false false false false true 28 0 138 true false false false false false true true false false false false false false X 22 19 false false false false false false false true true false false true true true true true true true false false NY X X ALEXANDER SCHEIRLE 2128961700 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 50.0 0.0 X 185100 0 32789 Lee Ramsey Director of Development 50.0 0.0 X 112463 0 210 Melissa Meell Musician Trustee 1.0 0.0 X 28033 0 4830 Abigail Fayette Musician Trustee 1.0 0.0 X 18969 0 5039 Miho Saegusa Musician Trustee 1.0 0.0 X 13859 0 3903 Kim Bleimann Chair 2.0 0.0 X X 0 0 0 Michael Harpe Vice Chair 1.0 0.0 X X 0 0 0 Patrick Kocsi Vice Chair & Treasurer 2.0 0.0 X X 0 0 0 Jinsoo J Ro Secretary 1.0 0.0 X X 0 0 0 Alan Brenner Trustee 0.3 0.0 X 0 0 0 Anthony Thompson Trustee (through 10/22) 0.3 0.0 X 0 0 0 Arthur Lindenauer Trustee 0.3 0.0 X 0 0 0 Cary Frieze Trustee 0.3 0.0 X 0 0 0 Charles E Scheidt Trustee 0.3 0.0 X 0 0 0 Connie Steensma Trustee 0.3 0.0 X 0 0 0 Douglas H Evans Trustee 0.3 0.0 X 0 0 0 Edmund H Sutton Trustee 0.3 0.0 X 0 0 0 Elizabeth Lyman Trustee 0.3 0.0 X 0 0 0 Jessica Ogbonnaya Trustee 0.3 0.0 X 0 0 0 Jonathan Becker-Kowolik Trustee 0.3 0.0 X 0 0 0 Karen Van Bergen Trustee (through 2/23) 0.3 0.0 X 0 0 0 Kazutaka Mori Trustee 0.3 0.0 X 0 0 0 Kwang-Wu Kim Trustee (through 9/22) 0.3 0.0 X 0 0 0 Mitchell A Seider Trustee 0.3 0.0 X 0 0 0 Pierre Trahan Trustee 0.3 0.0 X 0 0 0 Sarah F Liebowitz Trustee 0.3 0.0 X 0 0 0 Timothy Boroughs Trustee 0.3 0.0 X 0 0 0 358424 0 46771 2 false true false 0 649021 110870 2014706 13356 2774597 PERFORMANCES 711130 801352 801352 EDUCATION PROGRAM 711130 36650 36650 838002 27857 27857 0 11719 11719 0 0 0 0 114526 649021 149496 -34970 -34970 0 0 0 0 0 0 RECORDING & LICENSING FEES 900099 93657 93657 OTHER 900099 2422 2422 96079 3713284 838002 100685 0 0 0 0 308168 167530 46879 93759 0 1192585 868160 93281 231144 59935 59406 529 144969 124700 13748 6521 136057 99027 11543 25487 70250 70250 0 38586 38586 0 0 0 461923 210053 111716 140154 70736 60942 78 9716 62537 22742 30275 9520 59844 21441 30903 7500 0 279104 246628 12634 19842 191389 156382 7616 27391 0 4735 4735 17954 17954 0 0 10313 2684 7629 PRODUCTION COSTS 86054 81662 180 4212 3195139 2191607 427757 575775 536837 795751 51435 52059 95350 561359 112625 661 0 0 0 0 0 0 7059 12850 94376 127383 38765 38765 999314 1081720 0 0 0 0 0 0 11741 32114 1908737 2663897 206467 117836 18936 0 98333 68997 0 0 0 0 0 0 0 0 0 300000 0 21326 323736 508159 X 860943 1160432 724058 995306 1585001 2155738 1908737 2663897 518145 52592 X false true X true false X 1927180 1634755 2200255 2499362 2774597 11036149 0 0 1927180 1634755 2200255 2499362 2774597 11036149 554877 10481272 37980 61551 15285 30342 39576 184734 0 140269 2373 24031 6091 96079 268843 11489726 4087926 0.91223 0.92274 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 490058 36526 526584 537204 -28192 18954 490058 530864 24395 18055 537204 682577 -27352 124361 530864 682949 45504 45876 682577 0.97384 0.02616 false false 0 LEASE LIABILITY 21326 21326 X 3915372 52592 149496 202088 3713284 3713284 3344635 149496 149496 3195139 3195139 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY WITH INCOME AVAILABLE FOR GENERAL OPERATIONS. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS: $149,496 SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS: $149,496 false North America 0 24 Program Services CONCERT IN CANADA 53026 0 24 0 24 53026 53026 false false false false false false OPENING NIGHT 128210 94126 34084 585 33225 950 358 ANNUAL GALA 635337 554895 80442 3000 71802 35567 4009 0 763547 649021 114526 3585 105027 36517 4367 149496 -34970 X X X X X false false false false false false false true false ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 184210 890 32789 217889 X 3 10400 FMV X EVENT CATERING 3 2956 FMV false false false Schedule M, Part I, Column B The organization is reporting the number of contributions. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED AT A MEETING OF THE AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. SUBSEQUENT TO THE COMMITTEE'S APPROVAL, THE 990 WAS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF TRUSTEES AND DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT ALL DIRECTORS, PRINCIPAL OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST SUBMIT ON AN ANNUAL BASIS. DISCLOSURES MUST INCLUDE WHETHER THE INDIVIDUAL HAS ENGAGED IN ANY TRANSACTION WITH THE ORGANIZATION WHICH HAS RESULTED OR COULD RESULT IN PERSONAL BENEFIT TO SAID INDIVIDUAL. CONFLICTS OF INTEREST STATEMENTS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. ANY CONCERNS WILL BE DISCUSSED BY THE AUDIT COMMITTEE AND/OR THE BOARD OF TRUSTEES. IF A CONFLICT OF INTEREST HAS BEEN DETERMINED TO EXIST, SAID PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING BUT SHALL LEAVE THE MEETING DURING DISCUSSIONS PERTAINING TO THE CONFLICT OF INTEREST. THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST, WHETHER THE TRANSACTION OR ARRANGEMENT IN QUESTION IS IN THE ORGANIZATION'S BEST INTEREST OR WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION. ALL PROCEEDINGS WILL BE RECORDED IN THE BOARD MINUTES. FAILURE TO DISCLOSE A CONFLICT OF INTEREST WILL RESULT IN A HEARING BY THE BOARD OR COMMITTEE WHICH WILL THEN DETERMINE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE BY REVIEWING COMPARABILITY DATA FROM THE LEAGUE OF AMERICAN ORCHESTRAS AND THE NONPROFIT NEW YORK SURVEYS. THIS PROCESS WAS CONDUCTED IN 2022 AND SUBSEQUENTLY IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. The previous 3 years' financial statements are also available on the orchestra's website. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:461923