2025-03-21T14:08:00-05:00 2024-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961700 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128674000 2025-03-20 1 0 JENNIFER COATES P00298107 2126972299 2020-02-13 2023 2025-03-06 01:10:19Z ALEXANDER SCHEIRLE 490 RIVERSIDE DR FL 11 NEW YORK NY 10027 2960885 0 X WWW.ORPHEUSNYC.ORG X 1973 NY SEE SCHEDULE OTO CREATE EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, EDUCATION, INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. 26 23 106 27 0 0 2774597 1827640 838002 849369 27857 43370 72828 77025 3713284 2797404 0 0 0 0 1841714 1896774 0 0 538881 1353425 1015596 3195139 2912370 518145 -114966 2663897 2421967 508159 250912 2155738 2171055 X SEE SCHEDULE OORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, EDUCATION, INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. 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. 0 0 2003188 849369 SEE SCHEDULE OFOR OVER 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' 2023-2024 SEASON, ORPHEUS PRESENTED THREE CARNEGIE HALL CONCERTS, COLLABORATING WITH GUEST SOLOISTS: SAXOPHONIST, BRANFORD MARSALIS; PIANIST, NOBUYUKI TSUJII; AND VIOLINIST, BOMSORI KIM. THE SERIES INCLUDED SIX WORLD PREMIERES INCLUDING NEWLY COMMISSIONED WORKS BY ANTONIO GARCIA AND NATHALIE JOACHIM; AND NEW ORCHESTRATIONS BY MICHI WIANCKO, JAVIER DIAZ, SHUYING LI, AND ZACHARY WADSWORTH. IN ADDITION, ORPHEUS WAS PRESENTED FOR ONE CONCERT AT THE 92NY WITH CLARINETIST, ANTHONY MCGILL FEATURING A WORLD PREMIERE OF A NEW ORCHESTRATION BY ORPHEUS MEMBER CELLIST, JAMES WILSON. ALSO, ORPHEUS PRESENTED CHAMBER MUSIC CONCERTS IN BROOKLYN AND THE MUSEUM OF ARTS AND DESIGN FEATURING COLLABORATIONS WITH GUITAR AND CELLO DUO, BOYD MEETS GIRL; AND VIOLIST & COMEDIAN, ISABEL HAGEN.ORPHEUS IS COMMITTED TO SHARING ITS ARTISTIC PROGRAMMING WITH COMMUNITIES BEYOND NEW YORK CITY. IN 2023-2024, ORPHEUS TOURED WITHIN NEW YORK STATE AND TO NEW JERSEY, PENNSYLVANIA, FLORIDA, AND SOUTH CAROLINA. INTERNATIONALLY, THE ORCHESTRA VISITED JAPAN, PERFORMING 7 CONCERTS IN 6 CITIES WITH PIANIST, NOBUYUKI TSUJII. ORCHESTRA'S RICH HISTORY OF TOURING INCLUDES VISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON 4 CONTINENTS. IN THE 2023-24 SEASON, ORPHEUS SERVED OVER 24,000 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. 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 2023-2024 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 2024.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 2023-2024, ORPHEUS MUSICIANS WORKED WITH STUDENTS FROM FLORIDA 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 2023-2024 ORPHEUS OFFERED REFLECTIONS PROGRAMS ONLINE OVER ZOOM AND IN-PERSON FOR PARTNER ORGANIZATIONS ACROSS NEW YORK CITY AND ON TOUR IN JAPAN. ORPHEUS REFLECTIONS WAS ALSO FEATURED THROUGH A PRESENTATION AT THE LONG ISLAND MUSEUM'S 8TH ANNUAL ARTS AND ALZHEIMER'S CONFERENCE.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 2023-2024, ORPHEUS PROVIDED OLI PROCESS DEMONSTRATIONS FOR IESE BUSINESS SCHOOL, NYU STERN SCHOOL OF BUSINESS, AND FLORIDA STATE UNIVERSITY. ORPHEUS LEADERSHIP INSTITUTE WAS ALSO FEATURED THROUGH PROVIDING KEYNOTE SPEAKERS AT THE 2023 BETTER WAYS CONFERENCE IN GREECE AND THE 2023 EUROPEAN POWER TOOL ASSOCIATION CONFERENCE IN SPAIN. 2003188 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 106 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128961700 490 RIVERSIDE DRIVE 11TH FL NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 50.00 X 200413 0 43208 LEE RAMSEY DIRECTOR OF DEVELOPMENT 50.00 X 144427 0 3183 CAROLINE CURATOLO GENERAL MANAGER 50.00 X 105393 0 15624 MELISSA MEELL MUSICIAN TRUSTEE 1.00 X 20318 0 3595 MIHO SAEGUSA MUSICIAN TRUSTEE 1.00 X 14770 0 8404 EMILIE-ANNE GENDRON MUSICIAN TRUSTEE 1.00 X 9332 0 2964 KIM BLEIMANN CHAIR 2.00 X X 0 0 0 MICHAEL HARPE VICE CHAIR 1.00 X X 0 0 0 PATRICK KOCSI VICE CHAIR & TREASURER 2.00 X X 0 0 0 JINSOO J RO SECRETARY 1.00 X X 0 0 0 JONATHAN BECKER-KOWOLIK TRUSTEE 0.30 X 0 0 0 TIMOTHY BOROUGHS TRUSTEE 0.30 X 0 0 0 ALAN BRENNER TRUSTEE 0.30 X 0 0 0 PAUL CHIHARA TRUSTEE 0.30 X 0 0 0 DOUGLAS H EVANS TRUSTEE 0.30 X 0 0 0 MASAHIRO INOMATA TRUSTEE 0.30 X 0 0 0 SARAH F LEIBOWITZ TRUSTEE 0.30 X 0 0 0 ARTHUR LINDENAUER TRUSTEE 0.30 X 0 0 0 ELIZABETH LYMAN TRUSTEE 0.30 X 0 0 0 KAZUTAKA MORI TRUSTEE 0.30 X 0 0 0 JESSICA OGBONNAYA TRUSTEE 0.30 X 0 0 0 VIDYA SATCHIT TRUSTEE 0.30 X 0 0 0 CHARLES E SCHEIDT TRUSTEE 0.30 X 0 0 0 MITCHELL A SEIDER TRUSTEE 0.30 X 0 0 0 CONNIE STEENSMA TRUSTEE 0.30 X 0 0 0 EDMUND H SUTTON TRUSTEE 0.30 X 0 0 0 VISHWANATH TIRUPATTUR TRUSTEE 0.30 X 0 0 0 PIERRE TRAHAN TRUSTEE 0.30 X 0 0 0 STEPHEN YAN TRUSTEE 0.30 X 0 0 0 494653 0 76978 3 0 1 0 0 582140 57500 1188000 1827640 PERFORMANCES 711130 820169 820169 EDUCATION PROGRAM 711130 29200 29200 849369 43370 43370 12748 12748 163481 582140 163481 0 OTHER 900099 64055 64055 LICENSING FEES 900099 222 222 64277 2797404 849369 0 120395 320250 170288 49806 100156 1187777 817938 109110 260729 59003 58518 485 191669 156384 17806 17479 138075 93597 14072 30406 27910 27910 37657 37657 237090 157224 25526 54340 55016 41367 5724 7925 90259 39755 38891 11613 65338 23862 33869 7607 241915 206534 12804 22577 170336 137213 7559 25564 2841 2841 7885 7885 12186 5435 6751 PRODUCTION COSTS 67163 67163 2912370 2003188 370301 538881 795751 291868 52059 52489 561359 446326 661 5157 12850 6703 127383 129244 1081720 1478439 32114 11741 2663897 2421967 117836 66524 68997 84388 300000 100000 21326 508159 250912 X 1160432 1027307 995306 1143748 2155738 2171055 2663897 2421967 -114966 130283 0 X 0 1 X 1 0 X 1634755 2200255 2499362 2774597 1827640 10936609 1634755 2200255 2499362 2774597 1827640 10936609 1640886 9295723 61551 15285 30342 39576 56118 202872 2373 24031 6091 96079 64277 192851 11332332 0.82030 0.92000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1231721 138752 173653 40687 1503439 999314 79783 221119 68495 1231721 990661 -59619 107000 38728 999314 1004380 55687 -25410 43996 990661 1183810 100000 -51749 -227681 1004380 0.61510 0.34109 0.04380 0 0 0 3091168 130283 163481 293764 2797404 0 2797404 3075851 163481 163481 2912370 0 2912370 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COSTS OF SPECIAL EVENTS: $163,481 PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COSTS OF SPECIAL EVENTS: $163,481 PART XI LINE 2D ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY WITH INCOME AVAILABLE FOR GENERAL OPERATIONS. THE ORCHESTRA'S ENDOWMENT INCLUDES FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. EAST ASIA AND THE PACIFIC 0 27 PROGRAM SERVICES CONCERTS & COMMUNITY PROGRAMS IN JAPAN 272908 0 27 0 0 0 27 272908 0 272908 0 0 0 0 0 0 OPENING NIGHT 128343 96531 31812 30211 1001 599 ANNUAL GALA 617278 485609 131669 3000 69250 55834 3586 745621 582140 163481 3000 99461 56835 4185 163481 0 X X X X X 0 0 0 0 0 0 0 1 0 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 194913 0 5500 0 0 0 5507 0 37701 0 243621 0 0 0 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 NONPROFIT NEW YORK SURVEYS. THIS PROCESS WAS LAST CONDUCTED IN 2024. 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.