2015-01-23T11:24:07-06:00 2014-08-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2013-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 KRISHNA THIAGARAJAN EXECUTIVE DIRECTOR 2128961725 2015-01-13 1 ISRAEL TANNENBAUM P01589203 2128674000 2013 2016-02-25 16:41:14Z KRISHNA THIAGARAJAN 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 4322150 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. 31 28 118 35 0 0 2379633 2177531 1243661 1929524 115 409 -74044 -20639 3549365 4086825 0 0 0 0 2027963 2521623 0 0 374274 1619666 1219414 3647629 3741037 -98264 345788 1403857 1706535 274218 231108 1129639 1475427 X ORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, INNOVATION AND A PASSION FOR ARTISTIC EXCELLENCE. 0 0 2941164 1929524 SEE SCHEDULE OFOR OVER 40 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE IN ITS HOMETOWN OF NEW YORK CITY, PRESENTING AN ANNUAL SUBSCRIPTION SERIES OF CONCERTS AT CARNEGIE HALL THAT REACHES MORE THAN 10,000 PEOPLE. DURING ITS 41ST SEASON IN 2013-2014, ORPHEUS PRESENTED FOUR CARNEGIE HALL CONCERTS, COLLABORATING WITH GUESTS SOLOISTS: PIANIST/COMPOSER BRAD MEHLDAU, CLARINETIST MARTIN FROST, VIOLINIST CHRISTIAN TETZLAFF, AND YOUNG JAPANESE PIANO SENSATION NOBUYUKI TSUJII. THE SERIES INCLUDED THE ORCHESTRA'S FIRST EVER ALL-BEETHOVEN CONCERT AS WELL AS THE U.S. PREMIERE OF A JAZZ-INSPIRED ORCHESTRAL PIECE BY MEHLDAU, WHICH WAS ALSO RECORDED BY NONESUCH RECORDS. IN ADDITION, ORPHEUS PARTICIPATED IN LINCOLN CENTER'S WHITE LIGHT FESTIVAL IN A PERFORMANCE SHOWCASING THE MULTIMEDIA WORK OF MICHEL VAN DER AA AND, FOR THE THIRD CONSECUTIVE YEAR, WAS ENGAGED TO PERFORM A FREE CONCERT IN CENTRAL PARK'S NAUMBERG BANDSHELL. 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 2013-2014, ORPHEUS TOURED TO PENNSYLVANIA, FLORIDA, MINNESOTA, VIRGINIA, NORTH CAROLINA, AND GEORGIA. INTERNATIONALLY, THE ORCHESTRA RETURNED TO SOUTH AMERICA FOR THE FIRST TIME IN 17 YEARS WITH A RESIDENCY AT THE CARTAGENA INTERNATIONAL MUSIC FESTIVAL IN COLOMBIA. ORPHEUS ALSO RETURNED TO JAPAN FOR TEN SOLD-OUT CONCERTS IN EIGHT CITIES, INCLUDING THE ORCHESTRA'S 100TH CONCERT IN JAPAN. 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 AS WELL AS 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' SUBSCRIPTION CONCERTS. IN THE 2013-2014 SEASON, STUDENTS WERE GIVEN DIRECT ACCESS TO THE REHEARSAL PROCESS WITH NOBUYUKI TSUJII. 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. WITH THE SUPPORT OF THE ANDREW W. MELLON FOUNDATION, ORPHEUS CONDUCTED RESIDENCIES WITH WESTERN MICHIGAN, CORNELL, APPALACHIAN STATE, AND JAMES MADISON UNIVERSITIES, AS WELL AS THE UNIVERSITY OF CALIFORNIA LOS ANGELES. 2941164 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 118 1 0 0 0 0 0 1 1 0 0 0 0 X 31 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X KRISTINE SPENSIERI 2128961725 490 RIVERSIDE DRIVE NEW YORK NY 10027 X MARC O MAYER CHAIR 2.00 X X 0 0 0 PAULA MUELLER SECRETARY 0.30 X X 0 0 0 RICHARD F BRUECKNER TREASURER 1.00 X X 0 0 0 DOUGLAS BECKER TRUSTEE 0.30 X 0 0 0 THOMAS BISHOP TRUSTEE 1.00 X 0 0 0 KIM BLEIMANN TRUSTEE 0.30 X 0 0 0 GEORGE BRAUN TRUSTEE 0.30 X 0 0 0 ALAN BRENNER TRUSTEE 0.30 X 0 0 0 LAURIE C BRUECKNER TRUSTEE 1.00 X 0 0 0 PAUL CHIHARA TRUSTEE 0.30 X 0 0 0 DOUGLAS EVANS TRUSTEE 0.30 X 0 0 0 STEPHEN FILLO TRUSTEE 0.30 X 0 0 0 CYNTHIA FRIEDMAN TRUSTEE 0.30 X 0 0 0 JERRY GLADSTEIN TRUSTEE 0.30 X 0 0 0 KATHERINE NOURI HUGHES TRUSTEE 0.30 X 0 0 0 MARTIN D JACOBSON TRUSTEE 1.00 X 0 0 0 JAY LANGNER 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 ART 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 YVONNE V MARSH TRUSTEE 0.30 X 0 0 0 HEIDI NEUHOFF MCWILLIAMS TRUSTEE 1.00 X 0 0 0 SETH B NOVATT TRUSTEE 0.30 X 0 0 0 SUSAN PALMA NIDEL TRUSTEE 0.30 X 15105 0 9753 STEWART ROSE TRUSTEE 0.30 X 15014 0 3086 MITCHELL SEIDER TRUSTEE 0.30 X 0 0 0 EDMUND SUTTON TRUSTEE 0.30 X 0 0 0 PATRICK VERDONCK TRUSTEE 0.30 X 0 0 0 ERIC WYRICK TRUSTEE 0.30 X 13850 0 2510 KRISHNA THIAGARAJAN EXECUTIVE DIRECTOR 50.00 X 145141 0 39174 KRISTINE SPENSIERI DIRECTOR OF FINANCE 40.00 X 100148 0 19088 289258 0 73611 2 0 1 0 0 865409 52515 1259607 6861 2177531 PERFORMANCES' INCOME 711130 1878924 1878924 EDUCATION PRGM INCOME 711130 50600 50600 1929524 409 409 15138 15138 143685 865409 235325 -91640 -91640 RECORDING FEE 900099 55800 55800 63 63 55863 4086825 1929524 0 -20230 399530 149357 169501 80672 1625928 1413603 38874 173451 163168 158479 4689 169068 136251 23321 9496 163929 132822 15284 15823 104378 104378 26000 26000 4870 2500 2370 100834 100834 174645 69201 67480 37964 47017 13694 31023 2300 300376 240756 30926 28694 347242 317926 10501 18815 3135 3135 2978 2978 10872 4296 6576 PRODUCTION COSTS 97067 97067 3741037 2941164 425599 374274 97046 461269 768126 691943 394384 416962 119950 112232 62936 58278 7636 4658 16715 19471 1403857 1706535 92483 68549 181735 162559 274218 231108 X -132870 348618 649700 514000 612809 612809 1129639 1475427 1403857 1706535 345788 0 X X 0 1 X 1 0 X 3012484 3148022 2609111 2379633 2177531 13326781 3012484 3148022 2609111 2379633 2177531 13326781 1298045 12028736 15234 14150 19267 35290 15547 99488 63751 30465 51718 4198 55863 205995 13632264 4276524 0.88240 0.85210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 63,751. 2010 AMOUNT: $ 30,465. 2011 AMOUNT: $ 51,718. 2012 AMOUNT: $ 4,198. 2013 AMOUNT: $ 55,863. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612809 612809 850809 238000 612809 850109 700 850809 844204 5905 850109 284629 559575 844204 1.00000 0 0 37936 33278 4658 25000 25000 0 4658 X 4322150 235325 235325 4086825 0 4086825 3976362 235325 235325 3741037 0 3741037 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, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 235,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 235,325. OPENING NIGHT GALA 149325 101535 47790 5915 47244 6337 ANNUAL SPRING GALA 815994 741374 74620 76995 55266 17020 2 43775 22500 21275 19446 6575 527 1009094 865409 143685 5915 143685 61841 23884 235325 -91640 X X X X 0 0 0 0 0 0 0 0 0 KRISHNA THIAGARAJAN EXECUTIVE DIRECTOR 144874 0 0 0 267 0 0 0 39174 0 184315 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD BRUECKNER & LAURIE BRUECKNER HAVE A FAMILY RELATIONSHIP. 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 2014. 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 VII, SECTION A SUSAN PALMA-NIDEL, STEWART ROSE AND ERIC WYRICK ARE EMPLOYEES OF THE ORGANIZATION AND VOTING TRUSTEES. THEIR AVERAGE HOURS PER WEEK ARE AS FOLLOWS: SUSAN PALMA-NIDEL 3.0 HOURS AS EMPLOYEE, .3 HOURS AS TRUSTEE STEWART ROSE 4.2 HOURS AS EMPLOYEE, .3 HOURS AS TRUSTEE ERIC WYRICK 1.5 HOURS AS EMPLOYEE, .3 HOURS AS TRUSTEE FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR