2014-01-13T14:12:12-06:00 2013-08-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 KRISHNA THIAGARAJAN 2128961725 2014-01-09 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2015-11-30 17:44:51Z KRISHNA THIAGARAJAN 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 3765432 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 22 132 35 0 0 2609111 2379633 1471693 1243661 718 115 -220867 -74044 3860655 3549365 0 0 0 0 2395966 2027963 0 0 302727 2085351 1619666 4481317 3647629 -620662 -98264 1564153 1403857 335250 274218 1228903 1129639 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 2920335 1243661 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 SEASON OF CONCERTS AT CARNEGIE HALL THAT REACHES MORE THAN 12,000 PEOPLE. THE ORCHESTRA HAS COLLABORATED WITH SUCH WORLD-CLASS SOLOISTS AND COMPOSERS AS YO-YO MA, BRANFORD MARSALIS, AND ELLIOTT CARTER. DURING ITS 40TH ANNIVERSARY SEASON IN 2012-2013, ORPHEUS PRESENTED FIVE CARNEGIE HALL CONCERTS, FEATURING VIOLINIST ANNE AKIKO MEYERS, JAZZ LEGEND WAYNE SHORTER AND HIS AWARD-WINNING QUARTET, AND RENOWNED PIANIST AND LONG-TIME ORPHEUS COLLABORATOR RICHARD GOODE. THE SERIES ALSO PRESENTED THREE WORLD PREMIERES: A COMMISSIONED WORK BY PULITZER PRIZE FINALIST AUGUSTA READ THOMAS PERFORMED WITH VOCALISTS SASHA COOKE AND NATHAN GUNN; AN ORIGINAL SONG-CYCLE BY GABRIEL KAHANE IN CULMINATION OF A TWO-YEAR RESIDENCY; AND A NEW ORCHESTRAL PIECE BY WAYNE SHORTER PERFORMED AT CARNEGIE HALL AND RECORDED BY BLUE NOTE RECORDS. IN ADDITION, ORPHEUS PRESENTED 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. THE ORCHESTRA'S RICH HISTORY OF TOURING NATIONALLY AND INTERNATIONALLY INCLUDES VISITS TO MORE THAN 300 CITIES IN 50 COUNTRIES ON FOUR CONTINENTS, AND REACHES OVER 30,000 LIVE AUDIENCE MEMBERS ANNUALLY. ORPHEUS TOURS NATIONALLY AND INTERNATIONALLY IN ORDER TO MAINTAIN ITS GLOBAL PRESENCE DEVELOPED THROUGH ITS EXTENSIVE RECORDING CATALOGUE AND BROADCASTS. BY TRAVELING TO LOCAL COMMUNITIES, THE ORCHESTRA REMOVES NUMEROUS FINANCIAL AND GEOGRAPHIC OBSTACLES THAT IMPEDE ACCESS FOR MANY TO ATTEND THE ORCHESTRA'S DYNAMIC LIVE PERFORMANCES. IN 2012-2013, ORPHEUS PRESENTED AN ANNUAL TOUR TO PENNSYLVANIA, COLORADO, MICHIGAN, NEW HAMPSHIRE, AND CONNECTICUT. AN INTERNATIONAL TOUR TO MAJOR EUROPEAN MUSICAL CITIES INCLUDED THE ORCHESTRA'S DEBUT IN MOSCOW, ALONG WITH CONCERTS IN BERLIN, VIENNA, DUSSELDORF, AND MUNICH. THE TOUR INCLUDED THE WORLD PREMIERE OF A NEW WORK BY BRAD MEHLDAU. IN THIS WAY, THE ORCHESTRA BUILDS ON REGIONAL PARTNERSHIPS AS WELL AS VISITING NEW COMMUNITIES ACROSS THE WORLD. 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 IN MIDDLE AND HIGH SCHOOL ARE SERVED THROUGH IN-CLASS VISITS, OPEN REHEARSALS, AND FREE TICKETS TO ALL ORPHEUS' SUBSCRIPTION CONCERTS. IN THE 2012-2013 SEASON, STUDENTS WERE GIVEN DIRECT ACCESS TO THE REHEARSAL PROCESS WITH WAYNE SHORTER. THE ORCHESTRA'S ORPHEUS INSTITUTE 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 THE INTERLOCHEN ARTS ACADEMY, UNIVERSITY OF CONNECTICUT, UNIVERSITY OF MARYLAND, SUNY-PURCHASE, AND DARTMOUTH COLLEGE. 2920335 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 1 0 0 0 0 0 0 0 0 1 20 0 132 1 0 0 0 0 0 1 1 0 0 0 0 X 25 22 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 2.00 X X 0 0 0 RICHARD F BRUECKNER 2.00 X X 0 0 0 MARTIN D JACOBSON 2.00 X X 0 0 0 ERIC BARTLETT - SEE SCH O 1.30 X 8679 0 1684 KIM BLEIMANN 0.30 X 0 0 0 ALAN BRENNER 0.30 X 0 0 0 GEORGE BRAUN 0.30 X 0 0 0 LAURIE C BRUECKNER 1.00 X 0 0 0 PAUL CHIHARA 0.30 X 0 0 0 LAURA FRAUTSCHI - SEE SCH O 4.80 X 33188 0 16871 CYNTHIA FRIEDMAN 0.30 X 0 0 0 JERRY GLADSTEIN 0.30 X 0 0 0 KATE NOURI HUGHES 0.30 X 0 0 0 JAY LANGNER 0.30 X 0 0 0 RICHARD S LANNAMANN 0.30 X 0 0 0 SARAH F LEIBOWITZ 0.30 X 0 0 0 ARTHUR LINDENAUER 1.00 X 0 0 0 WALT LOONEY 1.00 X 0 0 0 YVONNE V MARSH 0.30 X 0 0 0 HEIDI NEUHOFF MCWILLIAMS 1.00 X 0 0 0 SETH B NOVATT 0.30 X 0 0 0 STEWART ROSE - SEE SCH O 2.30 X 15483 0 3978 THOMAS BISHOP 0.30 X 0 0 0 PAULA J MUELLER 0.30 X 0 0 0 EDMUND H SUTTON 0.30 X 0 0 0 KRISHNA THIAGARAJAN 50.00 X 0 0 0 JASON TILROE 0.30 X 0 0 0 AYDEN ADLER 50.00 X 108943 0 6210 KRISTINE SPENSIERI 40.00 X 95743 0 15633 262036 0 44376 1 0 0 0 0 645746 91165 1642722 30722 2379633 PERFORMANCES' INCOME 711130 1161296 1161296 EDUCATION PRGM INCOME 711130 82365 82365 1243661 115 115 35175 35175 102650 645746 216067 -113417 -113417 OTHER INCOME 900099 4198 4198 4198 3549365 1243661 0 -73929 316106 117060 156824 42222 1281283 1098619 33304 149360 125911 122205 3706 167779 144320 12963 10496 136884 107091 11982 17811 65632 65632 10000 10000 25250 25250 35751 23850 3493 8408 103004 103004 165072 59140 75291 30641 53726 23145 21499 9082 339268 293967 22651 22650 615261 602260 4756 8245 6954 6954 7064 7064 20306 2770 17536 PRODUCTION COSTS 157378 157272 106 BAD DEBT 15000 15000 3647629 2920335 424567 302727 17681 97046 1012654 768126 296455 394384 178325 119950 62936 55300 12838 7636 46200 16715 1564153 1403857 84880 92483 212120 181735 38250 335250 274218 X -356706 -132870 734800 649700 850809 612809 1228903 1129639 1564153 1403857 X -98264 -1000 X X 0 1 X 1 0 X 3524394 3012484 3148022 2609111 2379633 14673644 3524394 3012484 3148022 2609111 2379633 14673644 1915200 12758444 19689 15234 14150 19267 35290 103630 45890 63751 30465 51718 4198 196022 14973296 5420824 0.85210 0.89920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 850809 238000 612809 850109 700 850809 844204 5905 850109 284629 559575 844204 284629 284629 1.00000 0 0 37936 30300 7636 25000 25000 0 7636 X 3765432 216067 216067 3549365 0 3549365 3881935 234306 234306 3647629 0 3647629 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY WITH INCOME AVAILABLE FOR GENERAL OPERATIONS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 216,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 216,067. PRODUCTION EXPENSES RECOGNIZED IN THE FINANCIAL STATEMENTS 18,239. OPENING NIGHT GALA 137025 99975 37050 5733 53345 4327 ANNUAL SPRING GALA 611371 545771 65600 29177 68954 46987 7544 748396 645746 102650 29177 5733 122299 46987 11871 216067 -113417 X X X X 0 0 0 0 0 0 0 0 0 X 2 29014 REPLACEMENT COST X COMPUTER/SOUND EQUIPMENT 2 1708 REPLACEMENT COST 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONRIBUTIONS. 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 2012. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST TRUSTEES/EMPLOYEES FORM 990, PART VII, SECTION A ERIC BARTLETT, LAURA FRAUTSCHI AND STEWART ROSE ARE EMPLOYEES OF THE ORGANIZATION AND VOTING TRUSTEES. THEIR AVERAGE HOURS PER WEEK ARE AS FOLLOWS: ERIC BARTLETT - 1 HOUR AS EMPLOYEE, .3 HOURS AS TRUSTEE LAURA FRAUTSCHI - 4.5 HOURS AS EMPLOYEE, .3 HOURS AS TRUSTEE STEWART ROSE - 2 HOURS AS EMPLOYEE, .3 HOURS AS TRUSTEE CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT LOSS -1,000. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.