efile Public Visual Render
Submission Date - 2018-07-09
TIN: 03-6010091
Form
990-EZ
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-EZ and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-1150
20
16
Open to Public
Inspection
A
For the 2016 calendar year, or tax year beginning
09-01-2016
, and ending
08-31-2017
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
VERMONT PHILHARMONIC INC
Number and street (or P. O. box, if mail is not delivered to street address)
PO Box 425
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Montpelier
,
VT
056010425
D Employer identification number
03-6010091
E
Telephone number
(802) 225-6557
F
Group Exemption
Number
G
Accounting Method:
Cash
Accrual
Other (specify)
H
Check
required to attach Schedule B
(Form 990, 990-EZ, or 990-PF).
I Website:
www.vermontphilharmonic.org
J Tax-exempt status
(check only one) -
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
K
Form of organization:
Corporation
Trust
Association
Other
L
Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ
...........................
$
60,092
Part I
Revenue, Expenses, and Changes in Net Assets or Fund Balances
(see the instructions for Part I)
Check if the organization used Schedule O to respond to any question in this Part I
.....................
1
Contributions, gifts, grants, and similar amounts received
....................
1
35,059
2
Program service revenue including government fees and contracts
...............
2
23,229
3
Membership dues and assessments
...........................
3
0
4
Investment income
...........................
4
4
5a
Gross amount from sale of assets other than inventory
.....
5a
0
b
Less: cost or other basis and sales expenses
.......
5b
0
c
Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a)
......
5c
0
6
Gaming and fundraising events
a
Gross income from gaming (attach Schedule G if greater than $15,000)
6a
0
b
Gross income from fundraising events (not including $
1,800
of contributions from fundraising events reported on line 1) (attach Schedule G if the
sum of such gross income and contributions exceeds $15,000)
..
6b
1,800
c
Less: direct expenses from gaming and fundraising events
...
6c
361
d
Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)
6d
1,439
7a
Gross sales of inventory, less returns and allowances
......
7a
0
b
Less: cost of goods sold
.............
7b
0
c
Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a)
.........
7c
0
8
Other revenue (describe in Schedule O)
..........
8
0
9
Total revenue.
Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8
..............
9
59,731
10
Grants and similar amounts paid (list in Schedule O)
............
10
0
11
Benefits paid to or for members
................
11
0
12
Salaries, other compensation, and employee benefits
................
12
12,299
13
Professional fees and other payments to independent contractors
............
13
19,815
14
Occupancy, rent, utilities, and maintenance
...................
14
5,935
15
Printing, publications, postage, and shipping
..............
15
1,227
16
Other expenses (describe in Schedule O)
..............
16
18,073
17
Total expenses.
Add lines 10 through 16
..............
17
57,349
18
Excess or (deficit) for the year (Subtract line 17 from line 9)
............
18
2,382
19
Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior years return)
............
19
57,079
20
Other changes in net assets or fund balances (explain in Schedule O)
..........
20
0
21
Net assets or fund balances at end of year. Combine lines 18 through 20
.......
21
59,461
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I
Form
990-EZ
(2016)
Form 990-EZ (2016)
Page
2
Part II
Balance Sheets
(see the instructions for Part II)
Check if the organization used Schedule O to respond to any question in this Part II
.................
(A)
Beginning of year
(B)
End of year
22
Cash, savings, and investments
................
19,074
22
20,459
23
Land and buildings
....................
0
23
0
24
Other assets (describe in Schedule O)
..........
38,005
24
39,002
25
Total assets
......................
57,079
25
59,461
26
Total liabilities
(describe in Schedule O)
.............
0
26
0
27
Net assets or fund balances
(line 27 of column (B)
must
agree with line 21)
57,079
27
59,461
Part III
Statement of Program Service Accomplishments
(see the instructions for Part III)
Check if the organization used Schedule O to respond to any question in this Part III
.
.
Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose?
The purpose of the Vermont Philharmonic, Inc is to provide the very best live, symphonic music concerts within our means and abilities to as wide an area of Vermont audiences as feasible, to promote the appreciation of good symphonic and chamber music among the students of our area through special concerts, to afford the opportunity to qualified student and adult area musicians to perform the symphonic literature; to assist our orchestra musicians in developing their musical talents. Adults 15, Senior 12 Student ticket price is 5.
Describe the organizations program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28
FALL OPERA GALA CONCERT 2016 ITALIA Spruce Peak Performing Arts Center, Stowe VT, and Barre Opera House, Barre VT, conducted by Lou Kosma. Music Overture to La Forza del Destino by Verdi, Ah per sempre from I Puritani by Bellini, Justin Burgess, baritone soloist, Casta diva, ah bello, a me ritorna from Norma by Bellini, Karen Frankenstein, soprano soloist, Dance of the Slaves from Aida by Verdi, O del mio amato ben by Donaudy, Justin Burgess, baritone soloist, Senza mamma from Suor Angelica by Puccini, Karen Frankenstein, soloist, Largo al factotum from Il Barbiere di Siviglia by Rossini, Justin Burgess, soloist, Prelude to Macbeth by Verdi, Un bel di vedremo from Madama Butterfly by Puccini, Karen Frankenstein, soloist, Capriccio Italien, op. 45 by Tchaikovsky. General public audience and students Spruce Peak 143 and BOH 138. MESSIAH CONCERTS 2016 Saint Augustine Church, Montpelier VT, and Barre Opera House, Barre VT. Assistant Conductor Lisa Jablow. The concert of George Handel's Messiah featured four soloists and area choristers. General public audience and students, St. Augustine 150 and Barre Opera House 260. WINTER CONCERTS 2017 Music of Joy and Sorrow, ElleyLong Music Center, Colchester VT, and Barre Opera House Barre VT, conducted by Lou Kosma. Music Little Suite for Strings. Op. 1, Praeludium, Intermezzo, Finale by Nielsen, Rhapsody in Blue by Gershwin, Jonathan Goff, piano soloist, 2016 Borowicz Memorial Scholarship Winner, Symphony No. 3 Op. 36 Symphony of Sorrowful Songs, Il Lento e Largo, Tranquillisimo by Gorecki, Mary Bonhag, soprano soloist, Symphony No. 2 in c minor, Op. 17 Little Russian by Tchaikovsky, Andante sostenuto Allegro vivo Andantino marziale, quasi moderato Scherza. Allegro molto vivace Finale. Moderato assai Allegra viva. General public audience and students Elley Long 95 and Barre Opera House 148. FAMILY CONCERT 2017 Music Through the Ages, Barre Opera House Barre VT, conducted by Lou Kosma. With the Green Mountain Youth Symphony conducted by Robert Blais. Music Canzon septimi toni No. 2 from Sacrae Symphoniae by Gabrieli, Hornpipe from Suite No. 2 in D Major, Water Music by Handel, Andante from Symphony No. 94 in G Major Surprise by Haydn, Waltz of the Flowers from Nutcracker Ballet by Tchaikovsky, de la Tierra by Cervetti, Starlit Waltz by Emily Sinnott, Student Composer, How to Train Your Dragon Suite, Green Mountain Youth Symphony, Finale from 1812 Overture Overture Solennelle, Op. 49 by Tchaikovsky combined orchestras with audience participation. General public audience and students 209. Spring Concerts 2017 Chandler Center for the Arts, Randolph VT, and Barre Opera House, Barre VT, conducted by Lou Kosma. Music Festive Overture, Op. 96 by Shostakovich, Pelleas et Melisande Suite, Op. 46, At the Castle Gate Melisande At the Seashore A Spring in the Park The Three Blind Sisters Pastorale Melisande at the Spinning Wheel Entr'acte The Death of Melisande, Symphony No. 9 in e minor, Op. 95 from the New World by Dvorak, Adagio Allegro molto, Largo, Scherzo Molto Vivace Poco Sostenuto Allegro con fuoco. General public audience and students Chandler 75 and Barre Opera House 198. SUMMER POPS CONCERT, August 2017, Moose Meadow Lodge Duxbury VT. Conducted by Lou Kosma. Music National Emblem by Bagley, American Salute by Gould, Starlit Waltz by Emily Sinnott, Bill Bailey by Cannon, O Sole mio by di Capua, Anthony Laciura, tenor soloist, Someone to Watch Over Me by Gershwin, Victory at Sea Symphonic Scenario by Rodgers, Music of the Night from Phantom of the Opera by Webber Anthony Laciura, soloist, Empire Strikes Back by Williams Whitney, Themes from 007 by Barry, If I Were a Rich Man from Fiddler on the Roof by Harnick and Bock, Anthony Laciura, soloist, Sound of Music Medley by Rodgers, Stars and Stripes Forever by Sousa Stokowski. General public audience and students 250.
(Grants $
0
)
If this amount includes foreign grants, check here
...
28a
39,276
29
(Grants $
)
If this amount includes foreign grants, check here
...
29a
30
(Grants $
)
If this amount includes foreign grants, check here
...
30a
31
Other program services (describe in Schedule O)
................
(Grants $
)
If this amount includes foreign grants, check here
...
31a
32 Total program service expenses
(add lines 28a through 31a)
..........
32
39,276
Part IV
List of Officers, Directors, Trustees, and Key Employees
(list each one even if not compensated see the instructions for Part IV)
Check if the organization used Schedule O to respond to any question in this Part IV
............
(a)
Name and title
(b)
Average
hours per week
devoted to position
(c)
Reportable compensation
(Forms W-2/1099-MISC)
(if not paid, enter -0-)
(d)
Health benefits, contributions to employee benefit plans, and
deferred compensation
(e)
Estimated amount
of other compensation
Michael Read
President
10
0
0
0
Peter Waldman
Secretary
1
0
0
0
Caroline Youngblood
Treasurer
5
0
0
0
David Dudey
Director
1
0
0
0
Marta Cambra
Director
1
0
0
0
Jo Anne Edwards
Director
1
0
0
0
Polly McMurtry
Orchestra Representative
1
0
0
0
Becky Bowen
Director
1
0
0
0
Benjamin King
Director
1
0
0
0
Ron Merolli
Director
1
0
0
0
Form
990-EZ
(2016)
Form 990-EZ (2016)
Page
3
Part V
Other Information
(Note the Schedule A and personal benefit contract statement requirements in the
instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V
.......
Yes
No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a
detailed description of each activity in Schedule O
...................
33
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy
of the amended documents if they reflect a change to the organizations name. Otherwise, explain the change
on Schedule O (see instructions)
..........................
34
No
35a
Did the organization have unrelated business gross income of $1,000 or more during the year from business
activities (such as those reported on lines 2, 6a, and 7a, among others)?
............
35a
No
b
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide
an explanation in Schedule O
35b
c
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e)
notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III
35c
No
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during
the year? If Yes," complete applicable parts of Schedule N
................
36
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions.
37a
0
b
Did the organization file
Form 1120-POL
for this year?
...................
37b
No
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee
or
were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?
..
38a
No
b
If Yes," complete Schedule L, Part II and enter the total amount involved
.
38b
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9
.......
39a
b
Gross receipts, included on line 9, for public use of club facilities
.....
39b
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911
0
; section 4912
0
; section 4955
0
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958
excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that
has not been reported on any of its prior Forms 990 or 990-EZ? If Yes," complete Schedule L, Part I
40b
No
c
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization
managers or disqualified persons during the year under sections
4912, 4955, and 4958
0
d
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed
by the organization
0
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter
transaction? If "Yes," complete Form 8886-T
................
40e
No
41
List the states with which a copy of this return is filed.
VT
42a
The organization's books are in care of
Caroline Youngblood
Telephone no.
(802) 225-6557
Located at
12 Clarendon Ave
Montpelier
,
VT
ZIP + 4
05602
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
Yes
No
42b
No
If Yes," enter the name of the foreign country:
See the instructions for exceptions and filing requirements for
FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)
c
At any time during the calendar year, did the organization maintain an office outside the U.S.?
.
.
.
42c
No
If Yes," enter the name of the foreign country:
43
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of
Form 1041 -
Check here
......
and enter the amount of tax-exempt interest received or accrued during the tax year
....
43
Yes
No
44a
Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead
of Form 990-EZ
.............................
44a
No
b
Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completed
instead of Form 990-EZ
.............................
44b
No
c
Did the organization receive any payments for indoor tanning services during the year?
.........
44c
No
d
If "Yes," to line 44c, has the organization filed a Form 720 to report these payments?
If "No," provide an
explanation in Schedule O
............................
44d
45a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
.........
45a
No
45b
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of
Form 990-EZ (see instructions)
......................
45b
No
Form
990-EZ
(2016)
Form 990-EZ (2016)
Page
4
Yes
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to
candidates for public office? If Yes," complete Schedule C, Part I.
...........
46
No
Part VI
Section 501(c)(3) organizations only
All section 501(c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51.
Check if the organization used Schedule O to respond to any question in this Part VI
..................
Yes
No
47
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
.......................
47
No
48
Is the organization a school as described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
..
48
No
49a
Did the organization make any transfers to an exempt non-charitable related organization?
......
49a
No
b
If "Yes," was the related organization a section 527 organization?
................
49b
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a)
Name and title of each employee
(b)
Average
hours per week
devoted to position
(c)
Reportable compensation
(Forms W-2/1099-MISC)
(d)
Health benefits, contributions to employee benefit plans, and deferred compensation
(e)
Estimated amount of other compensation
NONE
f
Total number of other employees paid over $100,000
.............
51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a)
Name and business address of each independent contractor
(b)
Type of service
(c)
Compensation
NONE
d
Total number of other independent contractors each receiving over $100,000
..........
52
Did the organization complete Schedule A?
NOTE.
All Section 501(c)(3) organizations must attach a
completed Schedule A
........................................
Yes
No
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
2018-06-10
Signature of officer
Date
Caroline Youngblood
Treasurer
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
May the IRS discuss this return with the preparer shown above? See instructions
.........
Yes
No
Form
990-EZ
(2016)
Additional Data
Software ID:
16000425
Software Version:
v1.00
Form 990-EZ, Special Condition Description:
Special Condition Description