Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,177,531 | 2,315,198 | 2,365,406 | 1,804,403 | 2,044,452 | 10,706,990 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 2,177,531 | 2,315,198 | 2,365,406 | 1,804,403 | 2,044,452 | 10,706,990 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 10,706,990 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,177,531 | 2,315,198 | 2,365,406 | 1,804,403 | 2,044,452 | 10,706,990 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 15,547 | 12,677 | 8,381 | 51,922 | 34,775 | 123,302 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 55,863 | 33,175 | 81,279 | 95,395 | 36,594 | 302,306 |
| 11 | Total support. Add lines 7 through 10 | 11,132,598 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 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 2018. |
| 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 I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | TO CREATE EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, EDUCATION, INNOVATION, AND A PASSION FOR ARTISTIC EXCELLENCE. |
| FORM 990, PART III, LINE 1, Organization's Mission: | ORPHEUS CHAMBER ORCHESTRA CREATES EXTRAORDINARY MUSICAL EXPERIENCES THAT ENRICH LIVES AND EMPOWER INDIVIDUALS THROUGH COLLABORATION, EDUCATION, 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. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | FOR OVER 40 YEARS, ORPHEUS HAS SERVED A LOYAL AND GENEROUS AUDIENCE IN ITS HOMETOWN OF NEW YORK CITY, PRESENTING ITS ANNUAL SIGNATURE SERIES AT CARNEGIE HALL THAT REACHES MORE THAN 10,000 PEOPLE. DURING THE 45TH SEASON IN 2017-2018, ORPHEUS PRESENTED FOUR CARNEGIE HALL CONCERTS, COLLABORATING WITH GUESTS SOLOISTS PIANIST, ANDRE WATTS, CELLIST, TRULS MORK, TRUMPETIST, TINE THING HELSETH, AND VIOLINIST, LISA BATIASHVILI. THE SERIES INCLUDED TWO NEW WORLD PREMIERES, COMPOSED BY VIJAY IYER AND SHUYING LI. IN ADDITION, ORPHEUS WAS PRESENTED AT THE 92Y WITH CELLIST, MISCHA MAISKY, PURCHASE COLLEGE WITH CELLIST, CECILY PARNAS, AND PRESENTED A 5 CONCERT CHAMBER SERIES AT TARISIO FINE INSTRUMENTS. ALSO FOR THE SEVENTH CONSECUTIVE YEAR ORPHEUS WAS PRESENTED 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 WITH COMMUNITIES BEYOND NEW YORK CITY. IN 2017-2018, ORPHEUS TOURED TO NEBRASKA, KENTUCKY, INDIANA, NEW JERSEY, PENNSYLVANIA, FLORIDA, ALABAMA, LOUISIANA, KANSAS, OHIO, AND MINNESOTA. THE ORCHESTRA ALSO TRAVELED TO POLAND, PERFORMING AT THE CHOPIN AND HIS EUROPE FESTIVAL WHICH INCLUDED A NEW RECORDING WITH DEUTSCHE GRAMMAPHON. 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 AND REACHES NEW COMMUNITIES. ORPHEUS' COMMITMENT TO ENGAGEMENT INCLUDES THREE 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 I SCHOOLS. STUDENTS ARE SERVED THROUGH IN-CLASS VISITS, OPEN REHEARSALS, AND FREE TICKETS TO ORPHEUS' CARNEGIE HALL SERIES CONCERTS. FOR MANY, THIS IS THEIR FIRST EXPERIENCE OF A LIVE CLASSICAL MUSIC CONCERT AND THEIR FIRST TIME INSIDE CARNEGIE HALL. THE ORPHEUS MUSIC ACADEMY EMCOMPASSES ORPHEUS' PROGRAMS FOR INTERMEDIATE AND ADVANCED MUSIC STUDENTS. ORPHEUS MUSICIANS SHARE THEIR ARTISTRY, EXPERTISE, AND COLLABORATIVE APPROACH TO MUSIC MAKING THROUGH MASTERCLASSES WITH ORPHEUS MUSICIANS AND GUEST ARTISTS, SIDE-BY-SIDE WORKSHOPS, AND RESIDENCIES ON TOUR. IN 2017-18, ORPHEUS ENGAGED STUDENTS AT LAFAYETTE COLLEGE, STONY BROOK UNIVERSITY, PURCHASE COLLEGE, LOUISIANA STATE UNIVERSITY, MANNES SCHOOL OF MUSIC, AND FALLS BAPTIST COLLEGE AS PART OF ORPHEUS MUSIC ACADEMY. THE ORPHEUS LEADERSHIP INSTITUTE BRINGS THE ORPHEUS PROCESS TO THE PRIVATE AND NON-PROFIT SECTORS AND EDUCATIONAL INSTITUTIONS TO EMPOWER THE LEADERS OF TOMORROW THROUGH COLLABORATIVE MANAGEMENT TRAINING. TEAMS OF ALL KINDS PARTICIPATE IN CUSTOMIZABLE PROGRAMS TO GAIN INSIGHT FROM ORPHEUS' DEMOCRATIC PROCESS AND DEVELOP ESSENTIAL SKILLS IN COMMUNICATION, COLLECTIVE OWNERSHIP, AND CREATIVE PROBLEM SOLVING. |
| Form 990, Part XII, Line 2C: | THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
| Software ID: | |
| Software Version: |