NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC (EIN 521361650) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JIM KELLY

Phone

3014939283

Tax Period

2024-07-01 to 2025-06-30

NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC, founded in 2003, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $2.1M exceeded revenue, resulting in a 17% operating deficit.

Mission

The National Philharmonic engages, inspires, and unites diverse communities across the Washington, DC area through outstanding music performances and innovative education programs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,021,512

Program Service Revenue $728,400

Investment Income $10,181

Other Revenue $0

TOTAL REVENUE $1,760,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $562,834

Fundraising Expenses $51,748

Program Expenses $1,560,304

Other Expenses $1,501,982

TOTAL EXPENSES $2,064,816

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,760,093	$1,991,924	-0.1%
Expenses	$2,064,816	$2,117,085	0.0%
Net Income	$-304,723	$-125,161	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

154

Volunteers

200

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$141,753

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM KELLY	Executive Dir.	40.00	Officer	$141,753	$0	$141,753
JULIE PANGELINAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
PAUL DUDEK	VICECHAIR/TREAS	2.00	Officer Director	$0	$0	$0
JOAN FIDLER	Director	2.00	Director	$0	$0	$0
MICHELE FARQUHAR	Director	2.00	Director	$0	$0	$0
ALLISON FULTZ	Director	2.00	Director	$0	$0	$0
CAROL EVANS	Director	2.00	Director	$0	$0	$0
RUTH FAISON	Secretary	2.00	Officer Director	$0	$0	$0
DOUGLAS JACOBSON	Director	2.00	Director	$0	$0	$0
THADDEUS MIRECKI	Director	2.00	Director	$0	$0	$0
DIENEKE JOHNSON	Director	2.00	Director	$0	$0	$0
LISA RICHARDSON	Director	2.00	Director	$0	$0	$0
DR JOEL BRATTON JR	Director	2.00	Director	$0	$0	$0
EDWARD BRINKER	Director	2.00	Director	$0	$0	$0
JANE LIU	Director	2.00	Director	$0	$0	$0
LINDA CURRIE	Director	2.00	Director	$0	$0	$0
ELZBIETA VANDE SANDE	Director	2.00	Director	$0	$0	$0
MAURY PIEPERL	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,760,093	$2,064,816	$757,526	$-304,723
2024	No data	No data	No data	No data
2023	$2,259,687	$3,367,152	$1,169,329	$-1,107,465
2022	$2,888,620	$3,257,781	$1,849,727	$-369,161
2021	$1,483,657	$1,683,909	$752,535	$-200,252
2020	$1,954,473	$1,725,521	$807,712	$228,952
2019	$1,794,382	$2,110,719	$562,073	$-316,337
2018	$2,026,379	$2,055,313	$628,231	$-28,934

NATIONAL PHILHARMONIC ORCHESTRA AND CHORALE OF MONTGOMERY COUNTY INC