NATIONAL PHILHARMONIC ORCHESTRA & CHORALE OF MONGOMERY COUNTY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL PHILHARMONIC ORCHESTRA & CHORALE OF MONGOMERY COUNTY INC (EIN 52-1361650)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349307012
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T13:56:12-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN & WETMORE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 OLD GEORGETOWN RD SUITE 320 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521361650 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILHARMONIC ORCHESTRA AND | BusinessNameLine1 |
| Business Name Line2 | CHORALE OF MONTGOMERY COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 3014939283 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1 |
| City | NORTH BETHESDA | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH A OLDHAM JR | Name |
| Title | PRESIDENT | Title |
| Phone | 3014939283 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER T RYAN CPA | Name |
| Phone | 3015850506 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILHARMONIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH A OLDHAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LN | AddressLine1 |
| City | NORTH BETHESDA | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2502946 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NATIONALPHILHARMONIC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 245 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 765272 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 862718 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1325351 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1604147 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 43746 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31251 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 4830 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2134369 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2502946 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1123143 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1392086 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 57135 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1113387 | OtherExpensePriorYear |
| Other Expenses Current Year | 1127205 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2236530 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2519291 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -102161 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16345 | RevenuesLessExpensesCY |
| Total Assets BOY | 531036 | TotalAssetsBOY |
| Total Assets EOY | 790678 | TotalAssetsEOY |
| Total Liabilities BOY | 530980 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 570925 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 219753 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1847476 | Expense |
| Revenue | 976686 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 250321 | Expense |
| Revenue | 231467 | Revenue |
| Description | CONCERTS - ENGAGEMENTS: TO PROVIDE ORCHESTRAL AND CHORAL MUSICAL SERVICES INCLUDING AVAILABILITY OF ENSEMBLES TO PLAY SPECIAL CONCERTS FOR COMMUNITY FUNCTIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 238496 | Expense |
| Revenue | 46758 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2336293 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 245 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH A OLDHAM | NamePerson |
| Telephone Number | 3014939283 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROBBIE GERARD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY LEVI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SALLY STERNBACH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LEONARD CAHAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELZBIETA VANDE SANDE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAUL DUDEK | ||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X |
| TODD ESKELSEN | ||||||
| CHAIR EMERIT | 5.00 | X | 0 | 0 | 0 | X |
| CAROL EVANS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RUTH FAISON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BILL GADZUK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KENNETH HURWITZ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DIENEKE JOHNSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ALBERT LAMPERT | ||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X |
| WILLIAM LASCELLE | ||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X |
| GREG LAWSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOAN LEVENSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| WAYNE MEYER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KENT MIKKELSEN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ROSCOE MOORE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KENNETH MORITSUGU | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBIN PERITO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JALYNN PRINCE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLES TONER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KENNETH OLDHAM JR | ||||||
| PRESIDENT | 40.00 | 88728 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 88728 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 306390 | MembershipDues |
| Government Grants | 100000 | GovernmentGrants |
| All Other Contributions | 456328 | AllOtherContributions |
| Total Contributions | 862718 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT - SERIES | 711130 | 976686 | 976686 |
| DOAR SCHOOL | 711130 | 327000 | 327000 |
| CONCERT - SPECIAL ENGAGEMENTS | 711300 | 231467 | 231467 |
| INSTITUTE TUITIONS | 711300 | 46758 | 46758 |
| CHORAL OPERATIONS | 900099 | 22236 | 22236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1604147 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31251 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31251 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4830 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4830 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2502946 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1635398 | RelatedOrExemptFunctionIncome |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225748 | Total |
| Program Services | 200774 | ProgramServices |
| Management And General | 17722 | ManagementAndGeneral |
| Fundraising | 7252 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 985008 | Total |
| Program Services | 953830 | ProgramServices |
| Management And General | 24392 | ManagementAndGeneral |
| Fundraising | 6786 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42438 | Total |
| Program Services | 42438 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34630 | Total |
| Program Services | 23794 | ProgramServices |
| Management And General | 9349 | ManagementAndGeneral |
| Fundraising | 1487 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104262 | Total |
| Program Services | 99002 | ProgramServices |
| Management And General | 3945 | ManagementAndGeneral |
| Fundraising | 1315 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16291 | Total |
| Management And General | 16291 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6400 | Total |
| Management And General | 6400 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155644 | Total |
| Program Services | 155473 | ProgramServices |
| Management And General | 171 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245480 | Total |
| Program Services | 245480 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4799 | Total |
| Management And General | 4799 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5096 | Total |
| Program Services | 4841 | ProgramServices |
| Fundraising | 255 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35279 | Total |
| Program Services | 28223 | ProgramServices |
| Management And General | 5292 | ManagementAndGeneral |
| Fundraising | 1764 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2373 | Total |
| Program Services | 2373 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375 | Total |
| Management And General | 375 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3772 | Total |
| Management And General | 3772 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5077 | Total |
| Management And General | 5077 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13057 | Total |
| Program Services | 12731 | ProgramServices |
| Management And General | 326 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| FACILITY EXPENSE - STRATH | 325120 | 325120 | |
| EVENT EXPENSE - STRATHMOR | 106522 | 106522 | |
| DEVELOPMENT EXPENSES | 38276 | 38276 | |
| SEASON PROMOTION - MAIL / | 30950 | 30950 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132694 | Total |
| Program Services | 104742 | ProgramServices |
| Management And General | 27952 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2519291 | Total |
| Program Services | 2336293 | ProgramServices |
| Management And General | 125863 | ManagementAndGeneral |
| Fundraising | 57135 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 16441 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390 | BOY |
| EOY | 391 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40656 | BOY |
| EOY | 331689 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39993 | BOY |
| EOY | 438 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 73033 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 53036 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10319 | BOY |
| EOY | 19997 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426713 | BOY |
| EOY | 399261 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12965 | BOY |
| EOY | 22461 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531036 | BOY |
| EOY | 790678 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90256 | BOY |
| EOY | 244349 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 50000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235910 | BOY |
| EOY | 212699 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 60000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4814 | BOY |
| EOY | 3877 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530980 | BOY |
| EOY | 570925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -81516 | BOY |
| EOY | -108230 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81572 | BOY |
| EOY | 327983 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56 | BOY |
| EOY | 219753 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531036 | BOY |
| EOY | 790678 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -16345 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8702 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 227340 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 718499 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 691663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 733219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 862718 | CurrentTaxYear |
| Total | 3771371 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 718499 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 691663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 733219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 862718 | CurrentTaxYear |
| Total | 3771371 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3771371 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16649 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31251 | CurrentTaxYear |
| Total | 135172 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 574 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50 | CurrentTaxYearMinus1Year |
| Total | 1025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3907568 | TotalSupport |
| Gross Receipts From Admissions Etc | 1640228 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96510 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95540 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34739 | OtherCostOrOtherBasis |
| Depreciation | 27470 | Depreciation |
| Book Value | 7269 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38294 | OtherCostOrOtherBasis |
| Depreciation | 25566 | Depreciation |
| Book Value | 12728 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19997 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $2,991 |
| LEASE PAYABLE | $886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3877 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2586173 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8702 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 74525 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 83227 | RevenueNotRptdF990 |
| Revenue Subtotal | 2502946 | RevenueSubtotal |
| Total Revenue Per Form990 | 2502946 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2593816 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 74525 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 74525 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2519291 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2519291 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY UNDER FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PAGE 3, PART X | ReturnReference |
| Explanation | AS OF JUNE 30, 2013, 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 AUTHORITIES ARE THE YEARS ENDED JUNE 30, 2010 THROUGH 2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS MEMBERS PER ITS ARTICLES OF INCORPORATION AND BYLAWS. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | 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. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AUDIT COMMITTEE REVIEWS AND PRESENTS TO THE BOARD OF DIRECTORS. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | RESTATEMENT OF BEGINNING NET ASSETS 227,340 THE ADJUSTMENTS INCLUDE RECOGNITION OF REVENUE PREVIOUSLY REPORTED AS DEFERRED, THE RECLASSIFICATION OF UNRESTRICTED NET ASSETS TO TEMPORARILY RESTRICTED NET ASSETS, AND THE RECLASSIFICATION OF EARNED INVESTMENT REVENUE. |
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