Northern Dutchess Symphony Orchestra

Nonprofit profile at a glance

EIN
061775243
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024, Form 990-N 2008
Location
Poughkeepsie, NY, USA
Phone
8456350877
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Symphony Orchestras

Reported finances

Revenue
$163,053
Expenses
$164,871
Assets
$101,533

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • David Baxter (President)
  • Jennifer Henion (Vice President)

People named in this filing

  • David Baxter (President)
  • Kathleen Beckmann (Music Director)
  • Deborah Contini (Treasurer)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Northern Dutchess Symphony Orchestra (NDSO) was formed as a nonprofit organization in 2006 to bring live professional music to the Hudson Valley. Orchestra members include professional musicians and music educators, as well as talented student musicians. NDSO is committed to presenting inspiring, accessible and affordable performing arts experiences to a diverse community, including families with children.

What it reported doing in 2024

Presented December concert to 417 patrons.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filed totals do not add up and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 100
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75%; rating input score 75
  • Program expense ratio: 73.8%; rating input score 74

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -1.1%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.62; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 4.9% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 12% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 12.8% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 75% of revenue deployed · 73.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 6 filed program accomplishments · $122K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.