2026-06-16T12:17:39-05:00 2025-09-30 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2024-10-01 522309214 Orchestra of the Americas Group Inc ORCH 7032360010 1701 Rhode Island Avenue NW Washington DC 20036 Carol Grefenstette Bates Treasurer 7032360010 2026-06-11 1 1 Kristen P Baietti CPA P03245768 7036422700 2024 2025-03-06 01:10:19Z Carol Grefenstette Bates 1701 Rhode Island Avenue NW Washington DC 20036 2564079 0 X www.theoagroup.org X 2001 DE The Orchestra of the Americas Group empowers exceptional creatives for impact. 74 74 4 0 0 0 1352615 1432244 1082687 966001 18910 21645 0 0 2454212 2419890 9514 0 0 0 496890 483860 0 0 82391 1766672 1800962 2273076 2284822 181136 135068 1333016 1612996 697009 841921 636007 771075 X For more than two decades, The Orchestra of the Americas Group has supported thousands of musicians and arts leaders as artists, innovators, and institutional builders. Through its flagship initiatives, OAcademy and The Global Leaders Institute for Arts Innovation, the organization equips creatives with the artistic mastery, strategic insight, and global networks required to lead meaningful transformation across the cultural sector. 0 0 862997 217866 OAcademy is a globally accessible conservatory designed for today's music profession. Combining online instruction with in-person residencies, it brings together 80 selected musicians from around the world for a six-month experience focused on artistic excellence, adaptability, and career sustainability. In collaboration with partners including The Royal Concertgebouw Orchestra, Canada's National Arts Centre, and Bard College Conservatory, OAcademy expands access to elite mentorship while reducing geographic and economic barriers to entry. OAcademy's advanced tracks include the Carlos Miguel Prieto Conducting Fellowship, the Gabriela Ortiz Composing Studio, and the Gabriela Montero Piano Lab. These provide specialized, career-defining development for conductors, composers, and pianists preparing for international leadership. 885273 680815 The Global Leaders Institute for Arts Innovation delivers The Global Arts MBA, an innovation-focused graduate degree for artists and cultural entrepreneurs building scalable, market-responsive enterprises. Co-curated with leading universities and think tanks including Harvard, Georgetown, Stanford, Duke, and the University of Oxford, the MBA connects fellows to a global faculty of distinguished practitioners and field partners across more than 40 nations. The Global Leaders Institute also offers Lideres, a Spanish-language executive fellowship for arts leaders from the Ibero Americas, providing strategic, cross-disciplinary training tailored to cultural innovators operating in Spanish-speaking contexts. 198424 The Montero at Prager concert series brings world-class musicians, mentorship, and community engagement to Maryland's Eastern Shore through performances at the Prager Family Center for the Arts on Maryland's Eastern Shore. 71601 67320 The OA Group additionally oversees Sinfonica Azteca, a collaborative project with Fundacion Azteca in Mexico that connects music education with international performance pathways. 71601 67320 2018295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 74 74 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X The Organization 7032360010 1701 Rhode Island Avenue NW Washington DC 20036 Pilar Aleman Director 1.00 X 0 0 0 Carlos Arellano Director 1.00 X 0 0 0 Gemma Crews de Arellano Director 1.00 X 0 0 0 Pauline Beck Director 1.00 X 0 0 0 Arturo Brillembourg Director 1.00 X 0 0 0 Elisabeth Brillembourg Director 1.00 X 0 0 0 Teresa Aguirre Lanari de Bulgheroni Director 1.00 X 0 0 0 Cristina Vollmer de Burelli Member at Large 1.00 X 0 0 0 Pedro Burelli Director 1.00 X 0 0 0 Mario Cader-Frech Director 1.00 X 0 0 0 Jane Lipton Cafritz Director 1.00 X 0 0 0 Alexa Chopivsky Director 1.00 X 0 0 0 Mark Churchill Emeritus Member at Large 1.00 X 0 0 0 Nigel Clarke Director 1.00 X 0 0 0 Terry Coles Director 1.00 X 0 0 0 Lizette Corro Director 1.00 X 0 0 0 Felipe Antonio Custer Director 1.00 X 0 0 0 Jorge de la Guardia Director 1.00 X 0 0 0 Isabel Ernst Director 1.00 X 0 0 0 Ricardo Ernst Director 1.00 X 0 0 0 Gabriela Febres-Cordero Director 1.00 X 0 0 0 Alejandro Figueroa Jaramillo Director 1.00 X 0 0 0 Leonor Gonzalez-Luft Director 1.00 X 0 0 0 Ambassador Emanuel Gonzalez-Revilla Director 1.00 X 0 0 0 Mrs Luciana Miro de Gonzalez-Revill Director 1.00 X 0 0 0 Ron Goodman Director 1.00 X 0 0 0 Carol Grefenstette Bates Treasurer 1.00 X X 0 0 0 William Haseltine Director 1.00 X 0 0 0 Barbara Herrera de Garza Member at Large 1.00 X 0 0 0 Grace Koh Director 1.00 X 0 0 0 John Kulback Director 1.00 X 0 0 0 Carlos Lacayo Director 1.00 X 0 0 0 Maria Lacayo Director 1.00 X 0 0 0 Donna Lauderdale Director 1.00 X 0 0 0 Leonardo Lawson Director 1.00 X 0 0 0 Monica Lawson Director 1.00 X 0 0 0 Veronica Lopez Director 1.00 X 0 0 0 Mariana Martinez Director 1.00 X 0 0 0 JoAnn Mason Director 1.00 X 0 0 0 John Mason Director 1.00 X 0 0 0 Tony Masso Director 1.00 X 0 0 0 Rolf Meijer-Werner Member at Large 1.00 X 0 0 0 Margarita Mitrov Director 1.00 X 0 0 0 Jorge Montoya Member at Large 1.00 X 0 0 0 Kathy Nalywajko Director 1.00 X 0 0 0 Pilar O'Leary Director 1.00 X 0 0 0 Ricardo Obert Martinez Director 1.00 X 0 0 0 Hilda Ochoa-Brillembourg Chairman 1.00 X X 0 0 0 Michael Olding Director 1.00 X 0 0 0 Jennifer Orbes Director 1.00 X 0 0 0 Gaston Ormazabal Director 1.00 X 0 0 0 Maria Benilde Ortiz Director 1.00 X 0 0 0 Nelson Ortiz Director 1.00 X 0 0 0 Antonio Ortiz Mena Director 1.00 X 0 0 0 Juan Emilio Posada Director 1.00 X 0 0 0 Andrew C Quale Director 1.00 X 0 0 0 Drina Rendic Director 1.00 X 0 0 0 Nuria Malla Robles Director 1.00 X 0 0 0 Marisol Rodriguez Copello Director 1.00 X 0 0 0 Javier Sancho Director 1.00 X 0 0 0 Cecilia Schultz Secretary 1.00 X X 0 0 0 Guillermo Schultz Director 1.00 X 0 0 0 David M Schwarz Director 1.00 X 0 0 0 Pepita Serrano Director 1.00 X 0 0 0 Nathan Shabot Member at Large 1.00 X 0 0 0 David Simnick Director 1.00 X 0 0 0 Suzanne Siskel Member at Large 1.00 X 0 0 0 Jody Steiger Director 1.00 X 0 0 0 Barron M Tenny Member at Large 1.00 X 0 0 0 Ezequiel Vazquez-Ger Director 1.00 X 0 0 0 John Waterston Director 1.00 X 0 0 0 Alyson Wood Director 1.00 X 0 0 0 Mark Gillespie CEO 20.00 X 132892 0 15295 Cayla Inserra COO 40.00 X 107177 0 12436 240069 0 27731 2 0 1 0 Gabriela Montero 27419 Oxford Road Oxford MD 21654 Contracted services 188350 Stephen McElroy 27419 Oxford Road Oxford MD 21654 Contracted services 171435 2 86936 1345308 168639 1432244 Tuition and registrati 900099 803201 803201 Service contracts 900099 162800 162800 966001 21645 21645 144189 86936 144189 0 2419890 966001 0 21645 254338 194684 33198 26456 166465 127421 21727 17317 8428 6451 1100 877 17192 13160 2244 1788 37437 28656 4886 3895 58363 58363 48626 48626 55140 32797 22343 23612 18073 3083 2456 6400 4898 836 666 470 359 62 49 7243 5544 946 753 Program related expense 1188471 1188471 Concerts 198424 198424 GLI - in kind 130825 130825 OAcademy - in kind 37814 37814 45574 30718 9065 5791 2284822 2018295 184136 82391 789819 961486 313668 326459 43853 21239 133884 234371 49722 67841 17343 17343 470 0 1600 1600 1333016 1612996 170099 160869 526910 681052 697009 841921 X 593007 724075 43000 47000 636007 771075 1333016 1612996 135068 0 X X 0 1 X 1 0 X 946288 1385848 1620449 1352615 1432244 6737444 946288 1385848 1620449 1352615 1432244 6737444 3509085 3228359 52 89 169 18910 21645 40865 6778309 4779237 0.47630 0.49990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17343 17343 0 0 X 2635728 215838 215838 2419890 0 2419890 2500660 215838 215838 2284822 0 2284822 Part X, Line 2: The following was disclosed related to uncertain tax positions in the financial statements. The Orchestra of the Americas Group Inc. is exempt from income taxes as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. OA Group is subject to taxation in the U.S. and a small number of state and local jurisdictions. The material jurisdictions subject to potential examination by taxing authorities include the United States, Virginia, Maryland, and the District of Columbia. Management does not believe that the ultimate outcome of any future examination of open tax years will have a material impact on OA Group's results of operations. Tax years that remain in subject to examination by IRS are the fiscal years ended September 30, 2022 through 2025. Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program services Global Leaders Program and OAcademy 11885 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program services Global Leaders Program and OAcademy 475388 Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Program services Global Leaders Program and OAcademy 11885 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program services Global Leaders Program and OAcademy 11885 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program services Global Leaders Program and OAcademy 59424 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program services Global Leaders Program and OAcademy 106961 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program services Global Leaders Program and OAcademy 249579 North America - Canada and Mexico, but not the United States 0 0 Program services Global Leaders Program, OAcademy and Sinfonica Azteca 249579 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Program services Global Leaders Program and OAcademy 11885 0 0 0 0 0 0 1176586 11885 1188471 0 0 0 0 0 0 Part I, line 3: Expenditures are allocated between regions based on total number of student participants in each region. Gala 199273 55353 143920 143920 Embassy Dinner 8666 8535 131 131 1 23186 23048 138 138 231125 86936 144189 144189 144189 0 X 0 0 0 0 0 0 0 0 0 Part I, Line 3 The Board of Directors approves the CEO's salary. X Room, board and travel expenses 113 168639 Cost of travel expen 0 0 0 Part I, Column (b): The number of contributions or items contributed represented the number of individuals who traveled and had project access to theatre, facilities, and conference rooms. Schedule M, Part I, column (b) Participants in the program Form 990, Part VI, Section A, line 2 The Board of Directors includes the following siblings: Elisabeth Brillembourg and Arturo Brillembourg. The Board of Directors also includes the following married couples: Arturo Brillembourg and Hilda Ochoa-Brillembourg, Cecilia and Guillermo Schultz, Cristina Vollmer de Burelli and Pedro Burelli, Isabel and Ricardo Ernst, Carlos and Maria Lacayo, Nelson and Maria Ortiz, John and JoAnn Mason, Ambassador Emanuel and Luciana Miro de Gonzalez-Revilla, Carlos Arellano and Gemma Crews de Arellano, Monica and Leonardo Lawson, Mariana Martinez and Antonio Ortiz Mena. Form 990, Part VI, Section B, line 11b The Finance Committee of the Board of Directors reviews the 990 for any changes. The form is then reviewed by the Executive Committee of the Board of Directors and approved for filing. Form 990, Part VI, Section B, line 12c Officers, directors, and employees are required to dislose any conflicts of interest. Form 990, Part VI, Section B, line 15 Every year each employee is required to complete a performance review which is then also completed by their direct manager and reviewed by board members that work closely with them. Form 990, Part VI, Section C, line 19 Financial statements are available to the public upon request. Form 990, Part XI, Line 2C The Treasurer and other officers of the Board of Directors assume responsibility for oversight of the audit and selection of an independent accountant.