Mclean Orchestra

Nonprofit profile at a glance

EIN
510176806
IRS 990 coverage
2013–2020
Forms available
Form 990 2020
Location
Mclean, VA, USA
Phone
7038938646
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$42,473
Expenses
$16,148
Assets
$576,573
Liabilities
$191,807

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • JAMES BAKER (PRESIDENT)
  • MARGOT TOWNSEND YOUNG (IMMEDIATE PAST PRESIDENT & MYO LIASION)

People named in this filing

  • JAMES BAKER (PRESIDENT)
  • MARGOT TOWNSEND YOUNG (IMMEDIATE PAST PRESIDENT & MYO LIASION)
  • JOHN BROUGH (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To present and support the performance of high-quality orchestral music, music education and outreach programs for audiences in the national capital region; to foster an appreciation for and understanding of symphonic music within the communities it serves through its support of the mclean youth orchestra and its other educational activities; and to expand the range of opportunities for the community to hear and enjoy affordable, live classical performances and to participate in enriching musical experiences.

What it reported doing in 2020

Orchestra - prepare orchestral works for public performance and to provide those individuals with an interest in orchestral music the opportunity to express interest in a manner that will further its appreciation.

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 92
  • Accountability: 70
  • Sustainability: 78
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.1%; rating input score 57
  • Program expense ratio: 61.2%; rating input score 61
  • Fundraising efficiency: $10.19 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 62%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 35.71; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: -16.8% per year; rating input score 0; 28th percentile among comparable filings
  • Revenue growth: -24% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 8.8% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 57.1% of revenue deployed · 61.2% of spending went to programs
  • Governance: 10 of 10 board members independent · 2 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $10K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 8 filing years from 2013 to 2020
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.