2013-05-06T15:56:46-05:00 2012-08-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2011-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 KRISHNA THIAGARAJAN 2128961725 2013-05-01 1 FREDERICK H ROTHMAN P01275277 2128674000 2011 2016-03-07 17:11:31Z KRISHNA THIAGARAJAN 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 4231559 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. 24 23 109 24 0 0 3148022 2609111 760476 1471693 471 718 -239846 -220867 3669123 3860655 0 0 0 0 1812071 2395966 5000 0 290788 1406274 2085351 3223345 4481317 445778 -620662 2247000 1564153 397435 335250 1849565 1228903 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 3584385 1471693 SEE SCHEDULE OORPHEUS PRESENTS ITS CONCERT SUBSCRIPTION SERIES AT CARNEGIE HALL ANNUALLY, REACHING OVER 10,000 AUDIENCE MEMBERS THROUGH FIVE DYNAMIC PROGRAMS. IN THE 2011-2012 SEASON, WORLD-CLASS GUEST ARTISTS WERE FEATURED IN EACH PERFORMANCE, INCLUDING RENOWNED VIOLINIST GIL SHAHAM, ACCLAIMED PIANIST JEAN-YVES THIBAUDET, GERMAN OBOIST ALBRECHT MAYER, VIRTUOSIC CHRIS THILE ON MANDOLIN, AND RISING VIOLINIST VIVIANE HAGNER. THE SEASON ALSO FEATURED FOUR NEW WORKS BY EMERGING YOUNG COMPOSERS, COMMISSIONED BY ORPHEUS THROUGH A TWO-YEAR, NATION-WIDE SELECTION PROCESS. IN ADDITION, ORPHEUS EXPANDED ITS NEW YORK CITY PRESENCE TO BROOKLYN THIS YEAR WITH TWO INTIMATE PERFORMANCES IN THE ALTERNATIVE VENUE GALAPAGOS ART SPACE, AS WELL AS PRESENTING A FREE CONCERT IN CENTRAL PARK'S NAUMBERG BANDSHELL. RAVE REVIEWS FROM CRITICS, SUCH AS THE NEW YORK TIMES, AND THE HIGHEST TICKET SALES IN NINE YEARS PROVED IT TO BE A VERY SUCCESSFUL SEASON.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 FY12, ORPHEUS REVIVED ITS ROBUST INTERNATIONAL PERFORMING SCHEDULE WITH TWO TOURS. THE FIRST TOUR TO GERMANY IN DECEMBER 2011 FEATURED ACCLAIMED OBOIST ALBRECHT MAYER WITH THE ORCHESTRA. IN JUNE 2012, ORPHEUS TRAVELED TO JAPAN WITH RISING VIOLINIST RYU GOTO FOR A TRIUMPHANT FIVE-CITY TOUR; IT INCLUDED A FIRST-TIME APPEARANCE IN SENDAI IN THE TOHOKU REGION THAT WAS DEVASTATED BY THE CATASTROPHIC JAPANESE TSUNAMI AND EARTHQUAKE. ADDITIONALLY, ORPHEUS DEEPENED ITS CONNECTIONS WITH AMERICAN PRESENTERS THROUGH PERFORMANCES AT THE WILLIAMS CENTER IN EASTON, PA, THE UNIVERSITIES OF CONNECTICUT AND MARYLAND, SUNY PURCHASE, NY, AND THE NEWLY REBUILT SCHERMERHORN SYMPHONY CENTER IN NASHVILLE, TN.ORPHEUS CONDUCTS TWO EDUCATIONAL INITIATIVES, SERVING SCHOOL-AGE CHILDREN IN GRADES K-12 THROUGH ITS ACCESS ORPHEUS PROGRAM AND YOUNG ADULTS IN HIGHER EDUCATION INSTITUTIONS THROUGH THE ORPHEUS INSTITUTE. IN 2011-2012, THE 10TH YEAR OF ACCESS ORPHEUS, OVER 2,000 NYC AND METROPOLITAN AREA PUBLIC SCHOOL STUDENTS RECEIVED FREE TICKETS TO EACH OF THE ORCHESTRA'S CARNEGIE HALL CONCERTS; OFTEN, THIS IS A STUDENT'S FIRST VISIT TO CARNEGIE HALL. THE ORPHEUS INSTITUTE OFFERS COLLABORATIVE LEADERSHIP TRAINING TO UNIVERSITY-LEVEL MUSIC AND NON-MUSIC STUDENTS, EMPOWERING INDIVIDUAL VOICES WITHIN DYNAMIC TEAM-LED PROJECTS. IN FY12, ORPHEUS CONDUCTED RESIDENCIES WITH THE MANHATTAN SCHOOL OF MUSIC IN NYC, THE UNIVERSITY OF CONNECTICUT, THE UNIVERSITY OF MARYLAND, AND MUHLENBERG COLLEGE IN PENNSYLVANIA.ON APRIL 6, 2012, ORPHEUS CHAMBER ORCHESTRA APPEARED ON LIVE FROM LINCOLN CENTER WITH WORLD-RENOWNED VOCALIST RENEE FLEMING. THE TELEVISION PERFORMANCE REACHED OVER 1 MILLION VIEWERS ACROSS THE NATION. 3584385 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 109 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 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 MARTIN D JACOBSON 1.00 X X 0 0 0 MARC O MAYER 1.00 X X 0 0 0 SIMON YATES 1.00 X X 0 0 0 CARL ALBACH 0.50 X 0 0 0 ERIC BARTLETT 0.50 X 0 0 0 KIM BLEIMANN 0.50 X 0 0 0 GEORGE BRAUN 0.50 X 0 0 0 LAURIE C BRUECKNER 0.50 X 0 0 0 LAURA FRAUTSCHI 0.50 X 0 0 0 CYNTHIA FRIEDMAN 0.50 X 0 0 0 JERRY GLADSTEIN 0.50 X 0 0 0 J RICHARD HACKMAN 0.50 X 0 0 0 KATHERINE NOURI HUGHES 0.50 X 0 0 0 JAY B LANGNER 0.50 X 0 0 0 RICHARD S LANNAMANN 0.50 X 0 0 0 SARAH F LEIBOWITZ 0.50 X 0 0 0 ARTHUR LINDENAUER 0.50 X 0 0 0 WALT LOONEY 0.50 X 0 0 0 HEIDI NEUHOFF-MCWILLIAMS 0.50 X 0 0 0 THOMAS BISHOP 0.50 X 0 0 0 CAROL RATTRAY 0.50 X 0 0 0 PAULA MUELLER 0.50 X 0 0 0 EDMUND H SUTTON 0.50 X 0 0 0 JASON TILROE 0.50 X 0 0 0 AYDEN ADLER 40.00 X 157166 0 7246 KRISTINE SPENSIERI 40.00 X 91050 0 11674 248216 0 18920 1 0 1 0 0 581196 67275 1960640 6900 2609111 PERFORMANCE INCOME 711130 1471693 1471693 1471693 718 718 18549 18549 79770 581196 370904 -291134 -291134 OTHER INCOME 900099 51718 51718 51718 3860655 1471693 0 -220149 283019 283019 1417125 1193891 13989 209245 168758 168758 361829 312351 49478 165235 121028 24814 19393 25000 25000 134868 132108 2760 93506 93506 252637 145024 89762 17851 33660 2484 28387 2789 324324 257300 44492 22532 992616 957322 16574 18720 2878 2878 7955 7955 19536 2500 17036 PRODUCTION COSTS 198371 198113 258 4481317 3584385 606144 290788 53888 17681 1547297 1012654 439853 296455 176814 178325 61074 48236 12024 12838 17124 46200 2247000 1564153 70096 84880 205089 212120 122250 38250 397435 335250 X 80981 -356706 918475 734800 850109 850809 1849565 1228903 2247000 1564153 -620662 0 X X 0 1 1 X 0 X 3039154 3524394 3012484 3148022 2609111 15333165 3039154 3524394 3012484 3148022 2609111 15333165 1251198 14081967 6486 19689 15234 14150 19267 74826 60336 45890 63751 30465 51718 252160 15660151 3147139 0.89920 0.92230 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, LINE 10, OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 850109 700 850809 844204 5905 850109 284629 559575 844204 284629 284629 1.00000 0 0 61074 48236 12838 12838 3860655 4481317 -620662 -620662 4231559 370904 370904 3860655 0 3860655 4833982 370904 370904 4463078 18239 18239 4481317 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: 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, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 370,904. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 370,904. PART XIII, LINE 4B - OTHER ADJUSTMENTS: PRODUCTION EXPENSES NOT RECORDED ON THE FINANCIAL STATEMENTS 18,239. OPENING NIGHT GALA 78296 53891 24405 5851 40241 13134 ANNUAL SPRING GALA 582670 527305 55365 23900 48052 86794 104962 47970 660966 581196 79770 23900 53903 127035 104962 61104 370904 -291134 X X X X 0 0 0 0 0 0 0 0 0 AYDEN ADLER 156837 0 0 0 329 0 0 0 7246 0 164412 0 0 0 EDMUND SUTTON BRIDGE LOAN X 137250 38250 0 1 1 38250 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 2011. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR