2022-03-07T10:02:51-06:00 2021-08-31 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2020-09-01 237362572 Orpheus Chamber Orchestra Inc % ALEXANDER SCHEIRLE ORPH 2128961700 490 Riverside Drive 11th Floor New York NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128961725 2022-02-15 true ALEXANDER SCHEIRLE 999009999 Aaron Shapiro P01333816 2128674000 3 2020 2022-09-23 18:48:47Z ALEXANDER SCHEIRLE 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 2497453 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. 24 22 105 26 0 1634755 2200255 646967 71394 50483 5472 -1834 9919 2330371 2287040 0 0 0 0 1734952 1192542 0 0 377762 1020817 608699 2755769 1801241 -425398 485799 1966763 2080822 1156538 734583 810225 1346239 X ORPHEUS 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. false true 1059766 71394 FOR OVER 40 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE IN ITS HOMETOWN OF NEW YORK CITY, PRESENTING ITS ANNUAL SERIES AT CARNEGIE HALL. HOWEVER, DUE TO THE ONGOING IMPACT OF THE COVID-19 PANDEMIC, GOVERNMENT RESTRICTIONS ON LARGE GATHERINGS REMAINED IN PLACE AND RESULTED IN THE EXTENDED CLOSURE OF CARNEGIE HALL AND CANCELLATION OF TWO CONCERTS AT THE 92Y. DUE TO THIS, DURING THE 48TH SEASON IN 2020-2021, ORPHEUS INSTEAD PRESENTED A WEBCAST CONCERT SERIES COLLABORATING WITH GUEST SOLOISTS: SOPRANO KAREN SLACK, NARRATOR LIEV SCHREIBER, VIOLINIST CHARLES YANG, VIOLINIST GENEVA LEWIS, AND NARRATOR KERI DAY. THE SERIES INCLUDED THREE WORLD PREMIERES INCLUDING: A NEW TRANSLATION OF BEETHOVEN'S EGMONT OVERTURE BY PHILIP BOEHM, A NEW COMMISSIONED WORK BY ORPHEUS ASSOCIATE MEMBER GREGG AUGUST, AND A NEW ARRANGEMENT OF HAYDN'S THE SEVEN LAST WORDS OF CHRIST BY RICK ROBINSON. IN ADDITION, ORPHEUS PRESENTED AN IN-PERSON CONCERT AT MERKIN CONCERT HALL WITH VOCALIST NIA IMANI FRANKLIN. ORPHEUS IS COMMITTED TO SHARING ITS ARTISTIC PROGRAMMING WITH COMMUNITIES BEYOND NEW YORK CITY. IN 2020-2021, THE ONGOING EFFECTS OF THE PANDEMIC RESULTED IN THE CANCELLATION OR POSTPONEMENT OF TOURING ACTIVITY INCLUDING CONCERTS IN TEXAS, NEW MEXICO, CALIFORNIA, FLORIDA, VIRGINIA, MARYLAND, ILLINOIS, PENNSYLVANIA, AND OTHER CITIES IN NEW YORK STATE. AS AN ALTERNATIVE, ORPHEUS WAS PRESENTED AT SMALL OUTDOOR CHAMBER MUSIC CONCERTS IN FALL 2020 AND SPRING 2021 AT THE REFORMED CHURCH IN BRONXVILLE, NY AND THE MORRIS MUSEUM IN MORRISTOWN, NJ. ADDITIONALLY, IN THE SPRING/SUMMER OF 2021, ORPHEUS PERFORMED CHAMBER MUSIC CONCERTS AT BLANCHARD MUSEUM IN SOUTH ORANGE, NJ AND THE OYSTER BAY MUSIC FESTIVAL IN OYSTER BAY, NY. TO END THE SEASON, ORPHEUS PERFORMED A CONCERT AT PS21 IN CHATHAM, NY WITH PERCUSSIONIST BRITTON-RENE COLLINS, AND TAP DANCERS FROM CALEB TEICHER & COMPANY. ALTHOUGH THE PANDEMIC LIMITED THE NUMBER OF PROGRAMS AND ORCHESTRA SIZE - IN ORDER TO ADHERE TO SOCIAL DISTANCING GUIDELINES - ORPHEUS WAS ABLE TO CREATE RELATIONSHIPS WITH NEW VENUES AND EXPLORE NEW REPERTOIRE AND ARTISTIC COLLABORATIONS. IN THE 2020-2021 SEASON, ORPHEUS SERVED OVER 1,500 AUDIENCE MEMBERS LIVE. THE ORCHESTRA'S RICH HISTORY OF TOURING INCLUDES VISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON FOUR CONTINENTS. BY TOURING NATIONALLY AND INTERNATIONALLY, THE ORCHESTRA REMOVES NUMEROUS FINANCIAL AND GEOGRAPHIC OBSTACLES THAT PREVENT ACCESS FOR MANY TO EXPERIENCE THE DYNAMIC LIVE PERFORMANCES. DUE TO THE ONGOING COVID-19 PANDEMIC, ORPHEUS DID NOT TOUR INTERNATIONALLY IN 2020-2021. HOWEVER, THE ORCHESTRA CONTINUED TO REACH A GLOBAL AUDIENCE BY RELEASING ITS WEBCAST SERIES ON IDAGIO GLOBAL CONCERT HALL AND BY RELEASING NEW CONTENT ON SOCIAL MEDIA. THESE VIRTUAL PROGRAMS REACHED OVER 17,000 AUDIENCE MEMBERS ONLINE. 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. IN SUMMER 2021, ANTICIPATING ORPHEUS' 50TH ANNIVERSARY IN THE 2022-2023 SEASON, DEUTSCHE GRAMMOPHON RELEASED A LIMITED EDITION 55-CD BOX SET OF THE ORCHESTRA'S COMPLETE RECORDINGS FOR THE LABEL. ORPHEUS' COMMITMENT TO ENGAGEMENT INCLUDES FOUR CORE INITIATIVES. THE ACCESS ORPHEUS PROGRAM REACHES OVER 1,000 PUBLIC SCHOOL STUDENTS FROM EACH OF NEW YORK CITY'S FIVE BOROUGHS AS WELL AS THE BROADER METROPOLITAN AREA, WITH PRIORITY GIVEN TO TITLE I SCHOOLS. STUDENTS ARE SERVED THROUGH IN-CLASS VISITS, OPEN REHEARSALS, AND UNDERWRITTEN TICKETS 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. AFTER THE ONSET OF THE COVID-19 PANDEMIC, ACCESS ORPHEUS PROGRAMS CONTINUED ONLINE WITH THE CREATION OF A VIRTUAL CLASSROOM ON ORPHEUS' WEBSITE. DURING 2020-2021, ORPHEUS SHARED ACCESS CODES TO ITS WEBCAST PERFORMANCES AND ACCOMPANYING STUDY GUIDES TO PARTNER SCHOOLS. ADDITIONALLY, ORPHEUS PARTNERED WITH THE HARMONY PROGRAM BY HAVING ORPHEUS MUSICIANS COACH THEIR ALL STARS ENSEMBLE OF NYC PUBLIC SCHOOL STUDENTS IN ONLINE SECTIONALS, CULMINATING IN A FINAL SIDE-BY-SIDE PERFORMANCE AT THE GREEN AT LINCOLN CENTER IN SPRING 2021. 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. 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. DUE TO THE ONGOING EFFECTS OF THE PANDEMIC, IN 2020-2021 ORPHEUS CONTINUED REFLECTIONS PROGRAMS ONLINE BY PRESENTING LIVE, INTIMATE PERFORMANCES OVER ZOOM FOR PARTNER ORGANIZATIONS ACROSS NEW YORK CITY AND BY CREATING PRE-RECORDED COMPILATIONS FOR THE ALZHEIMER'S FOUNDATION OF AMERICA. THESE VIRTUAL PROGRAMS REACHED OVER 1,400 PARTICIPANTS ONLINE. IN ADDITION, ORPHEUS PRESENTED TWO LIVE REFLECTIONS PROGRAMS IN MOUNT VERNON, NY AND FLUSHING, NY. 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. 1059766 true true false false false false false false false true false false false false false false true false false false false 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 18 0 105 true false false false false false true true false false false false false false X 24 22 false false false false false false false true true false false true true true true true true true false false NY X ALEXANDER SCHEIRLE 2128961700 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 50.0 0.0 X 170233 0 30391 KRISTEN WESLOH DIRECTOR OF DEVELOPMENT 45.0 0.0 X 117634 0 302 LAURA FRAUTSCHI MUSICIAN TRUSTEE 1.0 0.0 X 13922 0 3712 GINA CUFFARI MUSICIAN TRUSTEE 1.0 0.0 X 10525 0 1530 ABIGAIL FAYETTE MUSICIAN TRUSTEE 1.0 0.0 X 6314 0 1583 KIM BLEIMANN CHAIR 2.0 0.0 X X 0 0 0 PATRICK KOCSI TREASURER 1.0 0.0 X X 0 0 0 PAULA J MUELLER SECRETARY 0.3 0.0 X X 0 0 0 KAREN VAN BERGEN TRUSTEE 0.3 0.0 X 0 0 0 TIMOTHY BOROUGHS TRUSTEE 0.3 0.0 X 0 0 0 ALAN BRENNER TRUSTEE 0.3 0.0 X 0 0 0 DOUGLAS H EVANS TRUSTEE 0.3 0.0 X 0 0 0 CYNTHIA FRIEDMAN TRUSTEE 0.3 0.0 X 0 0 0 CARY FRIEZE TRUSTEE 0.3 0.0 X 0 0 0 MICHAEL HARPE TRUSTEE 0.3 0.0 X 0 0 0 KATHERINE HUGHES DEL-TUFO TRUSTEE 0.3 0.0 X 0 0 0 SARAH F LEIBOWITZ TRUSTEE 0.3 0.0 X 0 0 0 ARTHUR LINDENAUER TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH LYMAN TRUSTEE 0.3 0.0 X 0 0 0 KAZUTAKA MORI TRUSTEE 0.3 0.0 X 0 0 0 NEHA SANTIAGO TRUSTEE 0.3 0.0 X 0 0 0 CHARLES E SCHEIDT TRUSTEE 0.3 0.0 X 0 0 0 MITCHELL A SEIDER TRUSTEE 0.3 0.0 X 0 0 0 EDMUND H SUTTON TRUSTEE 0.3 0.0 X 0 0 0 PIERRE TRAHAN TRUSTEE 0.3 0.0 X 0 0 0 ANTHONY THOMPSON TRUSTEE 0.3 0.0 X 0 0 0 318628 0 37518 2 false true false 0 367347 934932 897976 11000 2200255 PERFORMANCES 711130 67944 67944 EDUCATION PROGRAM 711130 3450 3450 71394 4770 4770 0 10515 10515 0 0 0 125518 124816 702 702 702 60970 367347 85597 -24627 -40487 0 0 0 0 0 0 LICENSING FEES 900099 23100 23100 OTHER 900099 931 931 24031 2287040 71394 -469 0 0 0 0 241868 114996 42291 84581 0 732733 484639 70827 177267 22361 21188 1173 112392 91518 9515 11359 83188 52362 10642 20184 3900 3900 3413 3413 43001 43001 0 0 0 183983 71115 83294 29574 30618 15824 14794 39603 6086 24544 8973 74658 19941 44262 10455 0 98040 72496 10451 15093 9644 4194 1141 4309 0 224 224 13550 13550 0 166 166 8251 1859 6392 PRODUCTION COSTS 99648 99648 1801241 1059766 363713 377762 637351 831059 61611 59590 108165 66500 200 763 0 0 0 0 0 0 1896 1896 95281 128287 38765 38765 166 0 1050352 980986 0 0 0 0 0 0 11741 11741 1966763 2080822 73052 99735 0 110592 46081 86851 0 0 0 0 0 0 650000 50000 387405 387405 0 0 1156538 734583 X 181861 590035 628364 756204 810225 1346239 1966763 2080822 485799 50215 X false true X true false X 1804403 2044452 1927180 1634755 2200255 9611045 0 0 1804403 2044452 1927180 1634755 2200255 9611045 1431641 8179404 51922 34775 37980 61551 15285 201513 0 95395 36594 140269 2373 24031 298662 10111220 4300879 0.80894 0.75129 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 530864 24395 18055 537204 682577 -27352 124361 530864 682949 45504 45876 682577 650251 58620 25922 682949 612809 63414 25972 650251 0.95459 0.04541 false false 38765 38765 2422852 50215 85597 135812 2287040 2287040 1886838 85597 85597 1801241 1801241 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY WITH INCOME AVAILABLE FOR GENERAL OPERATIONS. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS: $85,597 SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS: $85,597 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. ANNUAL GALA 342353 287313 55040 5800 39242 39177 1334 OPENING NIGHT 85964 80034 5930 44 0 428317 367347 60970 5800 39242 39177 1378 85597 -24627 X X X X X false false false false false false false false false ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 170233 0 0 0 0 0 0 0 30391 0 200624 0 X 3 11000 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 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 LAST CONDUCTED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART III, LINE 3 Due to the ongoing effects of the COVID-19 pandemic, government restrictions remained in place and resulted in the extended closure of Carnegie Hall, where the orchestra holds its annual concert series. Due to this, in 2020-2021, the Orchestra instead offered a webcast concert series in lieu of live performances at Carnegie Hall. FORM 990 PART IX LINE 11G DESCRIPTION:GUEST ARTIST FEES TOTAL FEES:35722 FORM 990 PART IX LINE 11G DESCRIPTION:PR FEES TOTAL FEES:9662 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONSULTING FEES TOTAL FEES:138599