2012-05-29T14:07:53-05:00 2011-08-31 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-09-01 237362572 ORPHEUS CHAMBER ORCHESTRA INC ORPH 2128961725 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 AYDEN ADLER 2128961725 2012-05-24 1 FREDERICK H ROTHMAN 2128674000 2010 2016-02-24 21:20:13Z AYDEN ADLER 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 4077103 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. 29 28 105 10 0 0 3012484 3148022 800694 760476 150 471 71252 -239846 3884580 3669123 0 0 0 0 1746513 1812071 1250 5000 300145 1445333 1406274 3193096 3223345 691484 445778 1954529 2247000 550741 397435 1403788 1849565 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 2039002 760476 SEE SCHEDULE OTHE 2010-2011 SEASON MARKED AN EXPANSION OF ORPHEUS' ACTIVITIES IN ITS HOME OF NEW YORK CITY. ORPHEUS CONTINUED ITS FLAGSHIP SUBSCRIPTION SERIES AT CARNEGIE HALL, REACHING OVER 10,000 AUDIENCE MEMBERS THROUGH FIVE DYNAMIC PROGRAMS. GUEST ARTISTS WERE FEATURED IN EACH PERFORMANCE, INCLUDING TWO RISING STARS IN THEIR CARNEGIE HALL DEBUTS, VIOLINIST ARABELLA STEINBACHER AND SOPRANO KATE ROYAL, WORLD-RENOWNED PIANISTS GARRICK OHLSSON AND RUDOLPH BUCHBINDER, AND A FIRST-TIME PARTNERSHIP WITH ACCLAIMED VIOLINIST VADIM GLUZMAN. EACH OF THESE FIVE PERFORMANCES WAS BROADCAST LIVE ON WQXR TO APPROXIMATELY 3.9 MILLION LISTENERS, AND REBROADCAST BY MORE THAN 245 AFFILIATES IN 43 STATES. ALONG WITH THE SUBSCRIPTION SERIES, ORPHEUS PRESENTED TWO ADDITIONAL PROGRAMS IN FY11: THE GALA WAS PRESENTED AS A PUBLIC CONCERT AT JAZZ AT LINCOLN CENTER'S ROSE THEATER, AND ORPHEUS WAS INVITED TO PERFORM THE INAUGURAL CONCERT OF 'SPRING FOR MUSIC,' A NEW ANNUAL FESTIVAL AT CARNEGIE HALL THAT CELEBRATES ADVENTUROUS PROGRAMMING. THE PERFORMANCES TOGETHER REACHED AN ADDITIONAL 2,400 PEOPLE.IN FY11, ORPHEUS FOCUSED ON DOMESTIC TOURING EFFORTS IN ORDER TO EFFECTIVELY MAINTAIN AUDIENCE RELATIONSHIPS WITH LONG-STANDING PARTNERS; SPECIFICALLY, THE ORCHESTRA CHOSE TO SERVE COLLEGE COMMUNITIES WITHIN THE TRI-STATE AREA AS THESE GENERALLY ARE NOT FREQUENTLY VISITED BY MAJOR TOURING GROUPS. BY CONSISTENTLY PROVIDING HIGH-QUALITY MUSICAL EXPERIENCES TO ON-CAMPUS COMMUNITIES YEAR AFTER YEAR, ORPHEUS HAS ENGAGED NEW COLLEGE STUDENTS AND BUILT RELATIONSHIPS WITH REGIONAL AUDIENCES. IN 2010-2011, SUCH VISITS INCLUDED THE WILLIAMS CENTER IN EASTON, PA, THE UNIVERSITY OF CONNECTICUT, MCCARTER THEATER IN PRINCETON, NJ, SUNY PURCHASE, NY, AND TROY SAVINGS BANK MUSIC HALL IN TROY, NY. IN ADDITION TO THESE COMMUNITY CONCERTS, ORPHEUS TRAVELED TO HALTON THEATER, NC, GEORGE MASON UNIVERSITY, VA, AND THE CELEBRATED PABLO CASALS FESTIVAL IN PUERTO RICO IN FEBRUARY 2011. IN FY12, THE ORCHESTRA TOURS TO GERMANY AND JAPAN IN ADDITION TO ITS REGIONAL DOMESTIC ENGAGEMENTS.ORPHEUS AUGMENTED ITS TWO EDUCATIONAL INITIATIVES IN 2010-2011: ACCESS ORPHEUS AND ORPHEUS INSTITUTE. IN THE 9TH YEAR OF ACCESS ORPHEUS, OVER 1,500 NYC PUBLIC SCHOOL STUDENTS FROM ALL FIVE BOROUGHS RECEIVED FREE TICKETS TO THE ORCHESTRA'S CARNEGIE HALL CONCERTS; OFTEN, THIS IS A STUDENT'S FIRST VISIT TO CARNEGIE HALL. ORPHEUS ALSO INCREASED THE PROGRAM THIS YEAR TO INCLUDE ALL 5 SUBSCRIPTION CONCERTS. THE ORPHEUS INSTITUTE OFFERS COLLABORATIVE LEADERSHIP TRAINING TO UNIVERSITY-LEVEL MUSIC AND NON-MUSIC STUDENTS, EMPOWERING INDIVIDUAL VOICES WITHIN DYNAMIC TEAM-LED PROJECTS. IN FY11, ORPHEUS CONDUCTED RESIDENCIES WITH THE MANHATTAN SCHOOL OF MUSIC IN NYC, THE UNIVERSITY OF CONNECTICUT, AND MUHLENBERG COLLEGE IN NEW JERSEY.IN FY11, ORPHEUS LAUNCHED PROJECT 440, A TWO-YEAR INITIATIVE DESIGNED TO PROVIDE AUDIENCES WITH INTIMATE ACCESS TO THE COMPOSITIONAL PROCESS. FOUR YOUNG, EMERGING COMPOSERS WERE SELECTED FROM A COMPETITIVE POOL OF APPROXIMATELY 60 TALENTED CANDIDATES THROUGH REVIEW BY A SELECTION COMMITTEE OF ORPHEUS MUSICIANS AND ADVISERS AND ONLINE INPUT FROM THE PUBLIC. THE AIM WAS TO COMMISSION FOUR DIVERSE ARTISTS WITH AN OUTSTANDING LEVEL OF CRAFTSMANSHIP AND A DISTINCTIVE VOICE, BUT FOR WHOM THIS WOULD ALSO REPRESENT AN OPPORTUNITY TO EXPLORE NEW ARTISTIC POSSIBILITIES THROUGH ORPHEUS. THE FOUR PREMIERES ARE INCLUDED ON THE CARNEGIE HALL 2011-2012 PROGRAM. 2039002 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 105 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 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 LIZABETH NEWMAN 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 KENNETH A BUCKFIRE 0.50 X 0 0 0 LAURA FRAUTSCHI 0.50 X 0 0 0 CYNTHIA FRIEDMAN 0.50 X 0 0 0 DANIEL GERSEN ESQ 0.50 X 0 0 0 JERRY GLADSTEIN 0.50 X 0 0 0 J RICHARD HACKMAN 0.50 X 0 0 0 SYLVIA HEMINGWAY 0.50 X 0 0 0 KATE 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 ERIC MASKIN 0.50 X 0 0 0 HEIDI NEUHOFF-MCWILLIAMS 0.50 X 0 0 0 HARISH RAGHAVAN 0.50 X 0 0 0 CAROL RATTRAY 0.50 X 0 0 0 CONNIE STEENSMA 0.50 X 0 0 0 EDMUND H SUTTON 0.50 X 0 0 0 JASON TILROE 0.50 X 0 0 0 GRAHAM PARKER 40.00 X 93172 0 3165 AYDEN ADLER 40.00 X 15385 0 30000 108557 0 33165 0 0 0 0 0 1084644 76282 1987096 4000 3148022 PERFORMANCE INCOME 711130 760476 760476 760476 471 471 13679 13679 123990 1084644 407980 -283990 -283990 OTHER INCOME 900099 30465 30465 30465 3669123 760476 0 -239375 147045 147045 1252802 934687 149079 169036 107821 85610 15957 6254 161036 118626 38828 3582 143367 99961 23005 20401 186325 153286 33039 25000 25000 5000 5000 245785 167436 71930 6419 114845 114845 250586 109232 128819 12535 39000 3027 30725 5248 245494 181593 36240 27661 121257 97131 16509 7617 9061 9061 7759 7759 17263 3613 13650 PRODUCTION COSTS 120477 120286 191 BAD DEBTS EXPENSE 16542 16542 6880 2955 763 3162 3223345 2039002 884198 300145 558996 53888 438379 1547297 741625 439853 180264 176814 52305 40281 14914 12024 20351 17124 1954529 2247000 74006 70096 219634 205089 134250 122250 122851 550741 397435 X -330830 80981 890414 918475 844204 850109 1403788 1849565 1954529 2247000 445778 0 X X 0 1 1 X 0 X 2249436 3039154 3524394 3012484 3148022 14973490 2249436 3039154 3524394 3012484 3148022 14973490 921412 14052078 6092 6486 19689 15234 14150 61651 60336 45890 63751 30465 200442 15235583 4904328 0.92230 0.84790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 844204 5905 850109 284629 559575 844204 284629 284629 1.00000 0 0 52305 40281 12024 12024 3669123 3223345 445778 0 445778 4077102 407980 407980 3669122 0 3669122 3631325 407980 407980 3223345 0 3223345 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, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 407,980. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 407,980. OPENING NIGHT GALA 186107 146717 39390 5795 59835 13010 GALA @ JAZZ AT LINCOLN CENTER 1022527 937927 84600 46285 103926 56735 122394 1208634 1084644 123990 52080 163761 56735 135404 407980 -283990 X X X X 0 0 0 0 0 0 0 0 0 EDMUND SUTTON BRIDGE LOAN X 157250 122250 0 1 1 122250 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED AT A MEETING OF THE AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. SUBSEQUENT TO THE COMMITTEE'S APPROVAL, THE 990 WILL BE 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 18 PROVIDED UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR