2018-03-02T13:20:51-06:00 2017-08-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128961725 2018-02-28 1 AARON SHAPIRO P01333816 2128674000 38.98.118.70 2018-03-01 10:32:53 ES P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2021-01-29 14:40:06Z ALEXANDER SCHEIRLE 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 2925098 0 X WWW.ORPHEUSNYC.ORG X 1973 NY 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. 18 16 126 27 0 0 2365406 1804403 1858688 813948 137 41139 32207 26802 4256438 2686292 0 0 0 0 2668920 1752313 0 0 410464 1603121 1240817 4272041 2993130 -15603 -306838 2033548 2010364 332129 646644 1701419 1363720 X ORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCESTHAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION,INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. 0 0 2126881 813948 SEE SCHEDULE OFOR OVER 40 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE IN ITS HOMETOWN OF NEW YORK CITY, PRESENTING ITS ANNUAL SIGNATURE SERIES AT CARNEGIE HALL THAT REACHES MORE THAN 10,000 PEOPLE. DURING THE 44TH SEASON IN 2016-2017, ORPHEUS PRESENTED FOUR CARNEGIE HALL CONCERTS,COLLABORATING WITH GUESTS SOLOISTS: PIANISTS, CHRISTIAN ZACHARIAS AND FAZIL SAY; VIOLINIST, VADIM GLUZMAN; AND CELLIST, ALISA WEILERSTEIN. THE SERIES INCLUDED TWO NEW WORLD PREMIERES, COMPOSED BY JESSIE MONTGOMERY AND MICHAEL HERSCH. IN ADDITION, ORPHEUS PARTICIPATED FOR THE SIXTH CONSECUTIVE YEAR IN THE NAUMBURG ORCHESTRAL SERIES, PERFORMING A FREE CONCERT IN CENTRAL PARK. RAVE REVIEWS FROM CRITICS AND HIGH TICKET SALES PROVED IT TO BE A VERY SUCCESSFUL SEASON. ORPHEUS IS COMMITTED TO SHARING ITS ARTISTIC PROGRAMMING WITH COMMUNITIES BEYOND NEW YORK CITY. IN 2016-2017, ORPHEUS TOURED TO NEW JERSEY, FLORIDA, GEORGIA, MASSACHUSETTS, MINNESOTA, AND PENNSYLVANIA. THE ORCHESTRA'S RICH HISTORY OF TOURING INCLUDES VISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON FOUR CONTINENTS; ANNUALLY, ORPHEUS SERVES OVER 30,000 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 TWO CORE INITIATIVES. THE ACCESS ORPHEUS PROGRAM REACHES OVER 2,000 PUBLIC SCHOOL STUDENTS FROM EACH OF NEW YORK CITY'S FIVE BOROUGHS AS WELL AS THE BROADER METROPOLITAN AREA, WITH PRIORITY GIVEN TO TITLE 1 SCHOOLS. STUDENTS ARE SERVED THROUGH IN-CLASS VISITS, OPEN REHEARSALS, AND FREE 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. THE ORPHEUS INSTITUTE PROGRAM OFFERS COLLABORATIVE LEADERSHIP TRAINING TO BOTH MUSIC AND NON-MUSIC UNIVERSITY-LEVEL STUDENTS IN COMBINATION WITH ORPHEUS PERFORMANCES; STUDENTS ARE EMPOWERED TO CONTRIBUTE THEIR INDIVIDUAL VOICES WITHIN DYNAMIC TEAM-LED PROJECTS. IN 2016-2017, ORPHEUS ENGAGED STUDENTS AT COLGATE COLLEGE, LIU POST, TEACHERS COLLEGE, EMORY UNIVERSITY, AND HUNTER COLLEGE AS PART OF ORPHEUS INSTITUTE. 2126881 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 15 0 126 1 0 0 0 0 0 1 1 0 0 0 0 X 18 16 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 2128961725 490 RIVERSIDE DRIVE NEW YORK NY 10027 RICHARD F BRUECKNER CHAIR, RESIGNED 08/2017 2.00 X X 0 0 0 THOMAS H BISHOP VICE CHAIR, RESIGNED 08/2017 1.00 X X 0 0 0 KIM BLEIMANN CHAIR 1.00 X X 0 0 0 YVONNE MARSH TREASURER, RESIGNED 08/2017 1.00 X X 0 0 0 PATRICK KOCSI TREASURER 0.30 X X 0 0 0 PAULA J MUELLER SECRETARY 0.30 X 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 STEPHEN FILLO TRUSTEE, RESIGNED 08/2017 0.30 X 0 0 0 CYNTHIA FRIEDMAN TRUSTEE 0.30 X 0 0 0 CHRISTOF HUEBNER MUSICIAN TRUSTEE 1.00 X 33486 0 5111 KATHERINE HUGHES DEL-TUFO TRUSTEE 0.30 X 0 0 0 JAMES D JONES TRUSTEE, RESIGNED 08/2017 0.30 X 0 0 0 SARAH F LEIBOWITZ TRUSTEE 0.30 X 0 0 0 ARTHUR LINDENAUER TRUSTEE 1.00 X 0 0 0 WALT LOONEY TRUSTEE 1.00 X 0 0 0 ELIZABETH LYMAN TRUSTEE 0.30 X 0 0 0 LOUIS HANZLIK MUSICIAN TRUSTEE 1.00 X 13544 0 2319 KAZUTAKA MORI TRUSTEE 0.30 X 0 0 0 MITCHELL A SEIDER TRUSTEE 0.30 X 0 0 0 EDMUND H SUTTON TRUSTEE 0.30 X 0 0 0 JAMES WILSON MUSICIAN TRUSTEE, RESIGNED 08/2017 1.00 X 16830 0 2678 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 50.00 X 100381 0 17594 KRISTINE SPENSIERI DIR OF FINANCE, RESIGNED 01/2017 50.00 X 130474 0 18506 ROXANNE KAM DIR OF FINANCE, STARTED 01/2017 20.00 X 0 0 0 294715 0 46208 2 0 0 0 0 613143 94600 1096660 1804403 PERFORMANCES 711130 788124 788124 EDUCATION PROGRAM 711130 25824 25824 813948 41139 41139 10783 10783 159430 613143 238806 -79376 -79376 BAD DEBT RECOVERED 900099 53966 53966 RECORDING FEES 900099 41429 41429 95395 2686292 813948 0 67941 302918 215071 27263 60584 1100547 792395 99049 209103 82929 82627 302 133538 89470 20031 24037 132381 99286 10590 22505 119250 69250 50000 15950 15950 65823 65823 98363 97138 1225 157170 130994 20 26156 139553 43628 80581 15344 39461 9718 26280 3463 294668 249037 35010 10621 193386 153790 3197 36399 7967 5600 2042 325 12194 12194 700 700 9555 2500 7055 PRODUCTION COSTS 86777 86377 400 2993130 2126881 455785 410464 69670 148095 1328238 445625 360839 259225 49260 6694 208256 160849 63765 63102 534 663 972790 16751 16423 2033548 2010364 89876 146930 142253 149714 100000 350000 332129 646644 X 431708 289110 656902 461801 612809 612809 1701419 1363720 2033548 2010364 X -306838 69139 -100000 X X 0 1 X 1 0 X 2379633 2177531 2315198 2365406 1804403 11042171 2379633 2177531 2315198 2365406 1804403 11042171 2296507 8745664 35290 15547 12677 8381 51922 123817 4198 55863 33175 81279 95395 269910 11435898 6885833 0.76480 0.76580 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: BAD DEBT RECOVERED RECORDING FEES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612809 63414 25972 650251 612809 66 66 612809 612809 68 68 612809 612809 612809 850809 238000 612809 0.94240 0.05760 0 0 63765 63102 663 663 X 2994237 69139 238806 307945 2686292 0 2686292 3231936 238806 238806 2993130 0 2993130 PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY WITH INCOME AVAILABLE FOR GENERAL OPERATIONS PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING AUGUST 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 238,806. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 238,806. ANNUAL SPRING GALA 650202 532602 117600 95609 58053 9283 OPENING NIGHT GALA 109522 69022 40500 8734 45725 4762 759724 601624 158100 8734 141334 58053 14045 222166 -64066 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 NEW YORK CITY PROFESSIONALS FOR NON-PROFITS SURVEYS. THIS PROCESS WAS LAST CONDUCTED IN 2016. 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 XI, LINE 9: BAD DEBT LOSS -100,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.