2017-03-02T05:12:30-06:00 2016-08-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2015-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR 2128961725 2017-02-22 1 AARON SHAPIRO P01333816 2128674000 2015 2021-01-29 14:40:06Z ALEXANDER SCHEIRLE 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 4529232 0 X WWW.ORPHEUSNYC.ORG X 1973 NY ORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, 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. 25 24 127 28 0 0 2443027 2365406 1040012 1858688 121 137 -2575 32207 3480585 4256438 0 0 0 0 1968991 2668920 0 0 330740 1269999 1603121 3238990 4272041 241595 -15603 1922054 2033548 205032 332129 1717022 1701419 X ORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCESTHAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION,INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. 0 0 3429147 1858688 SEE SCHEDULE OFOR OVER 40 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE INITS HOMETOWN OF NEW YORK CITY, PRESENTING ITS ANNUAL SIGNATURE SERIESAT CARNEGIE HALL THAT REACHES MORE THAN 10,000 PEOPLE. DURING THE 43RDSEASON IN 2015-2016, ORPHEUS PRESENTED FOUR CARNEGIE HALL CONCERTS,COLLABORATING WITH GUESTS SOLOISTS: PIANIST KHATIA BUNIATISHVILI, VIOLINISTS PINCHAS ZUKERMAN, AUGUSTIN HADELICH, AND MIRA WANG, AND CELLIST JAN VOGLER. THE SERIES INCLUDED TWO NEW WORLD PREMIERES, COMPOSED BY WOLFGANG RIHM AND HAROLD MELTZER. IN ADDITION, ORPHEUS PARTICIPATED FOR THE FIFTH 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 WITHCOMMUNITIES BEYOND NEW YORK CITY. IN 2015-2016, ORPHEUS TOURED TOCALIFORNIA, FLORIDA, MICHIGAN, MISSOURI, MINNESOTA, AND PENNSYLVANIA. INTERNATIONALLY, THE ORCHESTRA VISITED COLOMBIA, GERMANY, CANADA, AND JAPAN. THE ORCHESTRA'S RICH HISTORY OF TOURING INCLUDESVISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON FOUR CONTINENTS;ANNUALLY, ORPHEUS SERVES OVER 30,000 AUDIENCE MEMBERS LIVE. BY TOURINGNATIONALLY AND INTERNATIONALLY, THE ORCHESTRA REMOVES NUMEROUSFINANCIAL AND GEOGRAPHIC OBSTACLES THAT PREVENT ACCESS FOR MANY TOEXPERIENCE THE DYNAMIC LIVE PERFORMANCES. ORPHEUS IS FORTUNATE TOMAINTAIN A GLOBAL PRESENCE, DEVELOPED THROUGH AN EXTENSIVE RECORDINGCATALOGUE AND CURRENT RADIO BROADCASTS, THROUGH NATIONAL ANDINTERNATIONAL TOURS. IN THIS WAY, THE ORCHESTRA BUILDS ON EXISTINGPARTNERSHIPS AND REACHES NEW COMMUNITIES.ORPHEUS' COMMITMENT TO ENGAGEMENT INCLUDES TWO CORE INITIATIVES. THEACCESS ORPHEUS PROGRAM REACHES OVER 2,000 PUBLIC SCHOOL STUDENTS FROMEACH OF NEW YORK CITY'S FIVE BOROUGHS AS WELL AS THE BROADERMETROPOLITAN AREA, WITH PRIORITY GIVEN TO TITLE 1 SCHOOLS. STUDENTS ARESERVED THROUGH IN-CLASS VISITS, OPEN REHEARSALS, AND FREE TICKETS TOORPHEUS' CARNEGIE HALL SERIES CONCERTS. FOR MANY, THIS IS THEIR FIRSTEXPERIENCE OF A LIVE CLASSICAL MUSIC CONCERT AND THEIR FIRST TIMEINSIDE CARNEGIE HALL. THE ORPHEUS INSTITUTE PROGRAM OFFERSCOLLABORATIVE LEADERSHIP TRAINING TO BOTH MUSIC AND NON-MUSICUNIVERSITY-LEVEL STUDENTS IN COMBINATION WITH ORPHEUS PERFORMANCES;STUDENTS ARE EMPOWERED TO CONTRIBUTE THEIR INDIVIDUAL VOICES WITHINDYNAMIC TEAM-LED PROJECTS. IN 2015-2016, ORPHEUS ENGAGED STUDENTS ATCARTAGENA INTERNATIONAL MUSIC FESTIVAL, BAK MIDDLE SCHOOL FOR THE ARTS, MARINE FORCES PACIFIC BAND, AND SHUKOH MIDDLE SCHOOL AS PART OF ORPHEUS INSTITUTE. 3429147 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 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 18 0 127 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 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 2.00 X X 0 0 0 THOMAS H BISHOP VICE CHAIR 1.00 X X 0 0 0 KIM BLEIMANN VICE CHAIR 1.00 X X 0 0 0 YVONNE MARSH TREASURER 1.00 X X 0 0 0 PAULA J MUELLER SECRETARY 0.30 X X 0 0 0 MARC O MAYER TRUSTEE 0.30 X 0 0 0 TIMOTHY BOROUGHS TRUSTEE 0.30 X 0 0 0 DOUGLAS BECKER 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 W FILLO TRUSTEE 0.30 X 0 0 0 CYNTHIA FRIEDMAN TRUSTEE 0.30 X 0 0 0 KATHERINE NOURI HUGHES TRUSTEE 0.30 X 0 0 0 RICHARD S LANNAMANN TRUSTEE 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 SUSAN PALMA-NIDEL MUSICIAN TRUSTEE 1.00 X 4240 0 710 LOUIS HANZLIK MUSICIAN TRUSTEE 1.00 X 3993 0 600 MITCHELL A SEIDER TRUSTEE 0.30 X 0 0 0 EDMUND H SUTTON TRUSTEE 0.30 X 0 0 0 JAMES WILSON MUSICIAN TRUSTEE 1.00 X 20472 0 3963 PATRICK KAVERDONCK TRUSTEE 0.30 X 0 0 0 KRISHNA THIAGARAJAN EXECUTIVE DIRECTOR UNTIL 7/31/15 50.00 X 123014 0 24644 ALEXANDER SCHEIRLE EXECUTIVE DIRECTOR HIRED 5/1/16 50.00 X 0 0 0 KRISTINE SPENSIERI DIR OF FINANCE/INTERIM ED 8/1-12/31 40.00 X 131130 0 17366 282849 0 47283 2 0 0 0 0 812468 50000 1502938 3899 2365406 PERFORMANCES' INCOME 711130 1796813 1796813 EDUCATION PRGM INCOME 711130 61875 61875 1858688 137 137 8244 8244 215478 812468 272794 -57316 -57316 RECORDING FEES 900099 73742 73742 7537 7537 81279 4256438 1858688 0 32344 273206 117080 136511 19615 1850370 1647227 39808 163335 190356 185468 4888 184084 158211 8073 17800 170904 147681 12501 10722 77000 77000 27550 27550 256287 174177 71892 10218 195436 156140 435 38861 176716 81136 85568 10012 49251 18482 27533 3236 277461 246059 22650 8752 408967 359947 9059 39961 1773 773 1000 3593 3593 1621 1621 11607 2500 9107 PRODUCTION COSTS 58795 56698 2097 BAD DEBT 54800 54800 GIFTS 2264 568 453 1243 4272041 3429147 512154 330740 292172 69670 1214966 1328238 265835 360839 49260 129811 208256 62936 62402 2155 534 17115 16751 1922054 2033548 42972 89876 162060 142253 100000 205032 332129 X 521125 431708 583088 656902 612809 612809 1717022 1701419 1922054 2033548 -15603 0 X X 0 1 X 1 0 X 2609111 2379633 2177531 2315198 2365406 11846879 2609111 2379633 2177531 2315198 2365406 11846879 2531654 9315225 19267 35290 15547 12677 8381 91162 51718 4198 55863 33175 81279 226233 12164274 7543578 0.76580 0.85470 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: RECORDING FEES MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612809 66 66 612809 612809 68 68 612809 612809 612809 850809 238000 612809 850109 700 850809 1.00000 0 0 62936 62402 534 534 X 4529232 272794 272794 4256438 0 4256438 4544835 272794 272794 4272041 0 4272041 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, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 272,794. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 272,794. SOUTH AMERICA 0 27 PROGRAM SERVICES CONCERT IN CARTEGENA, COLOMBIA 152159 EUROPE 0 43 PROGRAM SERVICES CONCERT IN DRESDEN, GERMANY 170583 NORTH AMERICA 0 32 PROGRAM SERVICES CONCERT IN TORONTO, CANADA 93404 EAST ASIA AND THE PACIFIC 0 41 PROGRAM SERVICES PERFORMANCES THROUGHOUT JAPAN 567233 0 143 0 0 0 143 983379 0 983379 0 0 0 0 0 0 ANNUAL SPRING GALA 802742 680594 122148 88057 61853 22572 OPENING NIGHT GALA 168500 99500 69000 8752 58864 4635 3 56704 32374 24330 23939 2939 1183 1027946 812468 215478 8752 170860 64792 28390 272794 -57316 FORM 990, PART VI, SECTION B, LINE 11 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.