NATIONAL PHILHARMONIC ORCHESTRA & CHORALE OF MONGOMERY COUNTY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL PHILHARMONIC ORCHESTRA & CHORALE OF MONGOMERY COUNTY INC (EIN 52-1361650)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349308473
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:09:49-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521753100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN & WETMORE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 OLD GEORGETOWN RD SUITE 320 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521361650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILHARMONIC ORCHESTRA AND | BusinessNameLine1Txt |
| Business Name Line2 | CHORALE OF MONTGOMERY COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3014939283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH A OLDHAM JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3014939283 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER T RYAN CPA | PreparerPersonNm |
| PTIN | P00347443 | PTIN |
| Phone | 3015850506 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILHARMONIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH A OLDHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LN | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,298,908 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALPHILHARMONIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC. IS COMMITTED TO BEING THE DYNAMIC ORGANIZATION OF CHOICE PROVIDING THE HIGHEST QUALITY ORCHESTRAL, CHORAL AND OTHER MUSICAL EXPERIENCES TO ENRICH AND INSPIRE THE LIVES OF PEOPLE IN MONTGOMERY COUNTY, MD, THE WASHINGTON, D.C. METROPOLITAN AREA AND BEYOND THROUGH CONCERTS AND EDUCATIONAL PROGRAMS FOR ALL AGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 138 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $758,301 | PYContributionsGrantsAmt |
| CY Contributions Grants | $810,120 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,528,707 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,329,298 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,832 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,315,086 | PYTotalRevenueAmt |
| CY Total Revenue | $2,153,250 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,198,171 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,239,668 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,092,778 | PYOtherExpensesAmt |
| CY Other Expenses | $879,980 | CYOtherExpensesAmt |
| PY Total Expenses | $2,290,949 | PYTotalExpensesAmt |
| CY Total Expenses | $2,119,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $817,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $567,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $419,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $250,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $288,836 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC. IS COMMITTED TO BEING THE DYNAMIC ORGANIZATION OF CHOICE PROVIDING THE HIGHEST QUALITY ORCHESTRAL, CHORAL AND OTHER MUSICAL EXPERIENCES TO ENRICH AND INSPIRE THE LIVES OF PEOPLE IN MONTGOMERY COUNTY, MD, THE WASHINGTON, D.C. METROPOLITAN AREA AND BEYOND THROUGH CONCERTS AND EDUCATIONAL PROGRAMS FOR ALL AGES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,678,054 | ExpenseAmt |
| Revenue | $1,063,924 | RevenueAmt |
| Desc | CONCERTS - SUBSCRIPTION SERIES: TO PROVIDE COMMUNITY AUDIENCES WITH THE HIGHEST QUALITY ORCHESTRAL, CHORAL AND OTHER MUSICAL EXPERIENCES TO ENRICH AND INSPIRE THE LIVES OF PEOPLE IN MONTGOMERY COUNTY, MD, THE WASHINGTON D.C. METROPOLITAN AREAS AND BEYOND THROUGH CONCERTS AND EDUCATIONAL PROGRAMS FOR ALL AGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $257,910 | ExpenseAmt |
| Revenue | $265,374 | RevenueAmt |
| Desc | INSTITUTE ACTIVITIES - SUMMER STRING & CHORAL INSTITUTES: TO PROVIDE ANNUAL SUMMER INSTITUTES FOR ASPIRING INSTRUMENTAL AND VOCAL MUSICIANS THAT PROVIDE WELL-ROUNDED COACHING, INDIVIDUAL LESSONS FROM EXPERIENCED NATIONAL PHILHARMONIC MUSICIANS, CRITICAL ENSEMBLE REHEARSALS AND OUTSTANDING PERFORMANCES. THE NATIONAL PHILHARMONIC PARTNERS WITH THE WILLIAM E. DOAR JR. PUBLIC CHARTER SCHOOL FOR THE PERFORMING ARTS (WEDJ PCS) IN WASHINGTON, D.C. TO PROVIDE AN EXCLUSIVE, GROUNDBREAKING MUSIC EDUCATION PROGRAM FOR WEDJ PCS STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,935,964 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH A OLDHAM | PersonNm |
| Phone | 3014939283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBBIE GERARD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY LEVI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY STERNBACH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD CAHAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELZBIETA VANDE SANDE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL DUDEK | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TODD ESKELSEN | |||||||
| CHAIR EMERIT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAROL EVANS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH FAISON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL GADZUK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH HURWITZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIENEKE JOHNSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT LAMPERT | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LASCELLE | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARLA WHEELER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN LEVENSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE MEYER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT MIKKELSEN | |||||||
| DIRECTOR/VIC | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSCOE MOORE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW RIDDLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN PERITO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI SOMMERFIELD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES TONER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RON CAPPELLETTI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH OLDHAM JR | |||||||
| PRESIDENT | 40.00 | $103,146 | $0 | $0 | Yes (X) | ||
| PIOTR GAJEWSKI | |||||||
| MUSIC DIRECT | 40.00 | $128,887 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $232,033 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $212,094 | MembershipDuesAmt |
| Government Grants | $342,812 | GovernmentGrantsAmt |
| All Other Contributions | $255,214 | AllOtherContributionsAmt |
| Total Contributions | $810,120 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT - SERIES | 711130 | $928,631 | $928,631 |
| DOAR SCHOOL | 711130 | $218,374 | $218,374 |
| CONCERT - SPECIAL ENGAGEMENTS | 711300 | $113,129 | $113,129 |
| INSTITUTE TUITIONS | 711300 | $46,999 | $46,999 |
| CHORAL OPERATIONS | 900099 | $22,165 | $22,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,329,298 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,576 | TotalRevenueColumnAmt |
| Exclusion | $10,576 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,914 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,800 | SecuritiesAmt |
| Other | $2,858 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,114 | SecuritiesAmt |
| Other | -$2,858 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,858 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,114 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,153,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,326,440 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $16,690 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,841 | TotalAmt |
| Program Services | $87,873 | ProgramServicesAmt |
| Management And General | $16,476 | ManagementAndGeneralAmt |
| Fundraising | $5,492 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,124 | TotalAmt |
| Program Services | $978,579 | ProgramServicesAmt |
| Management And General | $21,408 | ManagementAndGeneralAmt |
| Fundraising | $7,137 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,099 | TotalAmt |
| Program Services | $27,784 | ProgramServicesAmt |
| Management And General | $986 | ManagementAndGeneralAmt |
| Fundraising | $329 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,063 | TotalAmt |
| Program Services | $21,066 | ProgramServicesAmt |
| Management And General | $748 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,541 | TotalAmt |
| Program Services | $68,308 | ProgramServicesAmt |
| Management And General | $2,425 | ManagementAndGeneralAmt |
| Fundraising | $808 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,979 | TotalAmt |
| Management And General | $21,979 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,868 | TotalAmt |
| Management And General | $17,868 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,458 | TotalAmt |
| Program Services | $236,458 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,143 | TotalAmt |
| Management And General | $12,143 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,265 | TotalAmt |
| Program Services | $3,455 | ProgramServicesAmt |
| Management And General | $7,810 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,374 | TotalAmt |
| Program Services | $6,374 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,371 | TotalAmt |
| Program Services | $314,342 | ProgramServicesAmt |
| Management And General | $5,272 | ManagementAndGeneralAmt |
| Fundraising | $1,757 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,101 | TotalAmt |
| Management And General | $2,101 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,289 | TotalAmt |
| Management And General | $2,289 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,298 | TotalAmt |
| Management And General | $4,298 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,033 | TotalAmt |
| Management And General | $7,033 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,604 | TotalAmt |
| Program Services | $21,281 | ProgramServicesAmt |
| Management And General | $3,323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BOX OFFICE | $84,998 | $84,998 | |
| DEVELOPMENT | $41,425 | $41,425 | |
| STRING INSTITUTE | $32,258 | $32,258 | |
| PRODUCTION | $28,714 | $28,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,802 | TotalAmt |
| Program Services | $24,474 | ProgramServicesAmt |
| Management And General | $328 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,648 | TotalAmt |
| Program Services | $1,935,964 | ProgramServicesAmt |
| Management And General | $126,487 | ManagementAndGeneralAmt |
| Fundraising | $57,197 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,400 | BOYAmt |
| EOY | $6,336 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,552 | BOYAmt |
| EOY | $26 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,348 | BOYAmt |
| EOY | $287,555 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,092 | BOYAmt |
| EOY | $19,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,981 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,436 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,153 | BOYAmt |
| EOY | $6,545 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,196 | BOYAmt |
| EOY | $337,956 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,824 | BOYAmt |
| EOY | $49,843 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,565 | BOYAmt |
| EOY | $708,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,537 | BOYAmt |
| EOY | $123,627 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,945 | BOYAmt |
| EOY | $145,613 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,539 | BOYAmt |
| EOY | $149,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,035 | BOYAmt |
| EOY | $419,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$23,098 | BOYAmt |
| EOY | -$96,410 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,128 | BOYAmt |
| EOY | $267,298 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,500 | BOYAmt |
| EOY | $117,948 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,530 | BOYAmt |
| EOY | $288,836 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,565 | BOYAmt |
| EOY | $708,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,602 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,704 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $733,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $765,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $862,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,120 | CurrentTaxYearAmt |
| Total | $3,929,630 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $733,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $765,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $862,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,120 | CurrentTaxYearAmt |
| Total | $3,929,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,929,630 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,576 | CurrentTaxYearAmt |
| Total | $144,907 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,509 | CurrentTaxYearMinus1YearAmt |
| Total | $10,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,084,670 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,329,298 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | CD & OTHER MUSIC SALES 10,133 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,500 | BeginningYearBalanceAmt |
| Contributions | $75,448 | ContributionsAmt |
| End Year Balance | $117,948 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $42,500 | ContributionsAmt |
| End Year Balance | $42,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,574 | DepreciationAmt |
| Book Value | $3,654 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,862 | DepreciationAmt |
| Book Value | $2,891 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,545 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $34,088 |
| SECURITY DEPOSIT | $8,900 |
| PIANO | $6,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,843 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,157,954 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,704 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,704 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,153,250 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,153,250 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,119,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,119,648 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,119,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS GENERATE EARNINGS TO BE USED FOR GENERAL PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | AS OF JUNE 30, 2015, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TAX YEARS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITES ARE THE YEARS ENDED JUNE 30, 2012 THROUGH 2014. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC. IS COMMITTED TO BEING THE DYNAMIC ORGANIZATION OF CHOICE PROVIDING THE HIGHEST QUALITY ORCHESTRAL, CHORAL AND OTHER MUSICAL EXPERIENCES TO ENRICH AND INSPIRE THE LIVES OF PEOPLE IN MONTGOMERY COUNTY, MD, THE WASHINGTON, D.C. METROPOLITAN AREA AND BEYOND THROUGH CONCERTS AND EDUCATIONAL PROGRAMS FOR ALL AGES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS MEMBERS PER ITS ARTICLES OF INCORPORATION AND BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | EACH MEMBER IS ENTITLED TO ONE VOTE ON ALL MATTERS, INCLUDING THE ELECTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | UNDER THE BYLAWS, MEMBERS DO HAVE THE RIGHT TO APPROVE INTERESTED DIRECTOR TRANSACTIONS (SECTION 8.1(B)); AND AMEND THE BYLAWS, WITHOUT BOARD CONSENT (ARTICLE IX). IN ADDITION, UNDER MARYLAND LAW, IF THERE WERE TO BE A CONSOLIDATION, MERGER OR TRANSFER OF ASSETS OF NATIONAL PHILHARMONIC, THE MEMBERS WOULD ALSO HAVE CERTAIN VOTING RIGHTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AUDIT COMMITTEE REVIEWS AND PRESENTS TO THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD IS DISTRIBUTED TO BOARD MEMBERS. BOARD MEMBERS PROVIDE DISCLOSURE OF ANY CONFLICTS ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | DETERMINED ANNUALLY BY RESOLUTION OF THE BOARD BASED ON AN EVALUATION OF SERVICES RENDERED TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | DETERMINED ANNUALLY BY RESOLUTION OF THE BOARD BASED ON AN EVALUATION OF SERVICES RENDERED TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST. |
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