2025-08-12T11:11:46-04:00 2024-09-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-10-01 530208364 NATIONAL SYMPHONY ORCH ASSN OF WASHINGTON DC % DONNA ARDUIN CFO JFK CENTE NATI 2024168000 2700 F STREET NW WASHINGTON DC 205660001 MS JEAN DAVIDSON EXECUTIVE DIRECTOR 2024168000 2025-08-12 true true SANDRA L FEINSMITH P01064157 7038930600 2023 2025-03-06 01:10:19Z MS JEAN DAVIDSON 2700 F STREET NW WASHINGTON DC 205660001 455325 false X WWW.KENNEDY-CENTER.ORG/NSO X 1931 DC TO ADVISE, SUPPORT AND OVERSEE THE CONTINUED ARTISTIC QUALITY OF THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS' NATIONAL SYMPHONY ORCHESTRA PROGRAM. 60 60 0 63 0 0 486655 455325 0 0 0 0 0 0 486655 455325 486655 455325 0 0 0 0 0 0 0 0 0 486655 455325 0 45000 40000 45000 40000 0 0 TO ADVISE, SUPPORT AND OVERSEE THE CONTINUED ARTISTIC QUALITY OF THE JOHN F. 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KENNEDY CENTER FOR THE PERFORMING ARTS TO SUPPORT ITS NATIONAL SYMPHONY ORCHESTRA PROGRAM PERFORMANCES AND PROGRAM ACTIVITIES. 455325 true true false false false false false false false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 60 60 true false true false false false false true true false false true true true true true true false false false X DONNA ARDUIN CFO JFK CENTE 2024168000 2700 F ST NW WASHINGTON DC 20566 MS STACEY B JOHNSON CHIEF FINANCIAL OFFICER 1.15 38.85 X 0 339717 35862 MS JEAN DAVIDSON EXECUTIVE DIRECTOR 1.15 38.85 X 0 353159 8827 MR RONALD D ABRAMSON CHAIR (THRU 06/24), DIRECTOR 0.5 0.0 X X 0 0 0 MS JOAN BIALEK VC (THRU 06/24), CHAIR (06/24) 0.5 0.0 X X 0 0 0 MS JO ANN JENKINS DIRECTOR (THRU 06/24), VC 0.5 0.0 X X 0 0 0 MR THOMAS C GREEN TREASURER 0.5 0.0 X X 0 0 0 MR STANLEY PIERRE-LOUIS DIR. 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(THRU 06/24), Asst Sec. 0.5 0.0 X X 0 0 0 MR ERNIE ABBOTT DIRECTOR 0.5 0.0 X 0 0 0 MR MARTIN K ALLOY DIRECTOR 0.5 0.0 X 0 0 0 MS ANNE K ALTMAN DIRECTOR 0.5 0.0 X 0 0 0 MS ANDRITA J ANDREAS DIRECTOR 0.5 0.0 X 0 0 0 MR CARL BERGERON DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN BOYLE DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL F BREWER DIRECTOR 0.5 0.0 X 0 0 0 MS LORAN BRUEGGEN DIRECTOR 0.5 0.0 X 0 0 0 MS JANE LIPTON CAFRITZ DIRECTOR 0.5 0.5 X 0 0 0 MR RAJIB CHANDA DIRECTOR 0.5 0.0 X 0 0 0 MR GEORGE COHEN DIRECTOR 0.5 0.0 X 0 0 0 MS RONYA COREY DIRECTOR 0.5 0.0 X 0 0 0 MS SHANNON MCCORMICK DAVIS DIRECTOR 0.5 0.0 X 0 0 0 MS KATHLEEN DE GUZMAN DIRECTOR 0.5 0.0 X 0 0 0 MR PIERRE DE LUCY DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 DR CHRISTINE DINGIVAN DIRECTOR 0.5 0.0 X 0 0 0 MS CHERRIE W DOGGETT DIRECTOR (THRU 06/24) 0.5 0.0 X 0 0 0 MS DEBBIE DRIESMAN DIRECTOR 0.5 0.0 X 0 0 0 MR LARRY DRIVER DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MS THELMA DUGGIN DIRECTOR 0.5 0.0 X 0 0 0 MR GLENN FINCH DIRECTOR 0.5 0.0 X 0 0 0 MR WILLIAM FINNERTY DIRECTOR 0.5 0.0 X 0 0 0 THE HON BARBARA H FRANKLIN DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN L GEVRY DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MS CINDY GREEN DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MR DANIEL HEIDER DIRECTOR 0.5 0.0 X 0 0 0 MS HELEN JACKSON DIRECTOR 0.5 0.0 X 0 0 0 MS SYDNEY MCNIFF JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 MS KATHRYN JONES DIRECTOR 0.5 0.0 X 0 0 0 MS ANN JORDAN DIRECTOR 0.5 0.0 X 0 0 0 MR GERALD KOHLENBERGER DIRECTOR 0.5 0.0 X 0 0 0 MS CYNTHIA KRUS DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL LIPSITZ DIRECTOR 0.5 0.0 X 0 0 0 THE HON JAN M LODAL DIRECTOR 0.5 0.0 X 0 0 0 MR TIMOTHY R LOWERY DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL MAYTON DIRECTOR 0.5 0.0 X 0 0 0 MS CATHY R MCCULLOCH DIRECTOR 0.5 0.0 X 0 0 0 MR WILLIAM MCDANIELS DIRECTOR 0.5 0.0 X 0 0 0 MS SARAH MILLS DIRECTOR 0.5 0.0 X 0 0 0 MS JOYCE MOOREHEAD DIRECTOR 0.5 0.0 X 0 0 0 MR RICHARD MOXLEY DIRECTOR 0.5 0.0 X 0 0 0 MS HEIDI NARANG DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MS MARTHA NELSON DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MS JEANNE WEAVER RUESCH DIRECTOR 0.5 0.0 X 0 0 0 MS CAROL RUPPEL DIRECTOR (AS OF 01/24) 0.5 0.0 X 0 0 0 MR MICHAEL SALZBERG DIRECTOR 0.5 0.0 X 0 0 0 MR ROGER W SANT DIRECTOR 0.5 0.0 X 0 0 0 MS SHERYL SCHWARTZ DIRECTOR 0.5 0.0 X 0 0 0 MS SUSAN SILVERSTEIN SCOTT DIRECTOR 0.5 0.0 X 0 0 0 MS CARLA SEEBALD DIRECTOR (THRU 12/23) 0.5 0.0 X 0 0 0 MR JEFF SHOCKEY DIRECTOR 0.5 0.0 X 0 0 0 MS TINA B SMALL DIRECTOR 0.5 0.0 X 0 0 0 MR RAGHU SRINIVASAN DIRECTOR (AS OF 06/24) 0.5 0.0 X 0 0 0 MS COURTNEY STRAUS DIRECTOR 0.5 0.0 X 0 0 0 MS JANE WHITE DIRECTOR (THRU 01/24) 0.5 0.0 X 0 0 0 MR STUART WINSTON DIRECTOR 0.5 0.0 X 0 0 0 0 692876 44689 0 false true false 0 288325 167000 455325 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 455325 455325 455325 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 455325 455325 0 0 0 0 0 0 45000 40000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 45000 40000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 45000 40000 45000 40000 X 0 0 0 0 0 0 45000 40000 0 X X false true X false true true X 944366 994192 979276 486655 455325 3859814 0 0 944366 994192 979276 486655 455325 3859814 546658 3313156 0 0 0 3859814 0 0.85837 0.88216 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 40000 40000 X SCHEDULE D, PART X, LINE 2. FIN 48 FOOTNOTE: ASC 740-10 REQUIRES THAT A TAX POSITION CANNOT BE RECOGNIZED IN THE FINANCIAL STATEMENTS UNLESS IT IS "MORE LIKELY-THAN-NOT" TO BE SUSTAINED BASED SOLELY ON ITS TECHNICAL MERITS AS OF THE REPORTING DATE. THE MORE-LIKELY-THAN-NOT THRESHOLD REPRESENTS A POSITIVE ASSERTION BY MANAGEMENT THAT THE NATIONAL SYMPHONY ORCHESTRA ASSOCIATION IS ENTITLED TO THE ECONOMIC BENEFITS OF A TAX POSITION. IF A TAX POSITION IS NOT CONSIDERED MORE-LIKELY-THAN-NOT TO BE SUSTAINED BASED SOLELY ON ITS TECHNICAL MERITS, NO BENEFITS OF THE POSITION ARE TO BE RECOGNIZED. MOREOVER, THE MORE-LIKELY-THAN-NOT THRESHOLD MUST CONTINUE TO BE MET IN EACH REPORTING PERIOD TO SUPPORT CONTINUED RECOGNITION OF A BENEFIT. AS OF SEPTEMBER 29, 2024, THERE WERE NO UNCERTAIN TAX POSITIONS FOR WHICH A LIABILITY SHOULD BE RECORDED. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. TAXING AUTHORITIES FOR FISCAL YEARS PRIOR TO FISCAL YEAR 2021. true JOHN F KENNEDY CTR FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 205660001 530245017 501(c)(3) 455325 SUPPORT KC NSO PROG. 1 0 SCHEDULE I, PART I, LINE 2: THE NATIONAL SYMPHONY ORCHESTRA ASSOCIATION BOARD OF DIRECTORS MONITORS THE GRANTS IT PROVIDES TO THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS (KENNEDY CENTER) THROUGH PERIODIC PROGRAM REPORTS AND, DUE TO THE NATURE OF THE GRANTS, ATTENDANCE AT/VIEWING OF TELEVISED EVENTS OF THE KENNEDY CENTER'S NATIONAL SYMPHONY ORCHESTRA PROGRAM PERFORMANCES TO ENSURE THAT THE USE OF THE GRANT FUNDS IS CONSISTENT WITH THE INTENDED PURPOSES. false false false false false false false false false MS STACEY B JOHNSON CHIEF FINANCIAL OFFICER 0 339267 0 0 0 450 0 6868 0 28994 0 375579 0 0 MS JEAN DAVIDSON EXECUTIVE DIRECTOR 0 322556 0 30000 0 603 0 0 0 8827 0 361986 0 0 SCHEDULE J. OTHER ADDITIONAL INFORMATION: THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER OF THE NATIONAL SYMPHONY ORCHESTRA ASSOCIATION (NSOA) ARE THE EMPLOYEES OF THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS (KENNEDY CENTER). AS A RESULT, THE NSOA DOES NOT DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. THESE INDIVIDUALS ARE INCLUDED IN THE KENNEDY CENTER'S KEY EMPLOYEE COMPENSATION EVALUATION PROCESS. PLEASE SEE THE KENNEDY CENTER'S 990 FOR ADDITIONAL DISCUSSION REGARDING THE COMPENSATION EVALUATION PROCESS. FORM 990, PAGE 1, BOX A: THE NATIONAL SYMPHONY ORCHESTRA ASSOCIATION (NSOA) KEEPS ITS BOOKS AND COMPUTES ITS INCOME ON THE BASIS OF A 52-53 WEEK TAX YEAR. THE 52-53 WEEK YEAR ALWAYS ENDS ON A SUNDAY AND ALWAYS ON THE SUNDAY NEAREST TO THE LAST CALENDAR DAY IN SEPTEMBER. THE TAX YEAR REPORTED HEREIN REPRESENTS THE PERIOD OCTOBER 2, 2023, TO SEPTEMBER 29, 2024 A 52-WEEK YEAR THE INTERNAL REVENUE SERVICE (IRS) CANNOT ACCEPT A 52-53 WEEK ELECTION FOR AN EXEMPT ORGANIZATION. ACCORDINGLY, AND TO ENSURE THAT THE IRS WOULD ACCEPT NSOA'S RETURN, NSOA HAS CHANGED THE DATES OF ITS REPORTING PERIOD FROM THE AFOREMENTIONED DATES TO THE PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024. FORM 990, PART VI, LINE 2: THE FOLLOWING TRUSTEES AND OFFICERS HAVE A BUSINESS RELATIONSHIP: MR. RONALD D. ABRAMSON AND MS. JOAN BIALEK. MR. WILLIAM FINNERTY AND MS. JEANNE WEAVER RUESCH. FORM 990, PART VI, LINE 4: ON JUNE 7, 2024, THE BY-LAWS WERE AMENDED TO CREATE ASSISTANT TREASURER AND ASSISTANT SECRETARY OFFICER POSITIONS FOR ONE NON-RENEWABLE TERM OF ONE YEAR. THE AMENDMENT EXPIRED AT THE ANNUAL BOARD MEETING IN JUNE 2025. FORM 990, PART VI, LINE 11B. PROCESS TO REVIEW FORM 990: PRIOR TO PROVIDING THE FORM 990 (RETURN) TO THE MEMBERS OF THE NSOA BOARD OF DIRECTORS, A DETAILED REVIEW WAS PERFORMED BY THE NSOA'S CHIEF FINANCIAL OFFICER, EXECUTIVE DIRECTOR AND THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS' (KENNEDY CENTER) VICE PRESIDENT, ACCOUNTING. AFTER THE RETURN WAS FINALIZED, MANAGEMENT PROVIDED IT TO EACH DIRECTOR VIA EMAIL/WEBSITE PRIOR TO FILING THE RETURN WITH THE IRS. QUESTIONS, IF ANY, WERE DIRECTED TO AND ADDRESSED BY THE KENNEDY CENTER'S VICE PRESIDENT, ACCOUNTING. RESPONSES TO NOTABLE QUESTIONS WERE PROVIDED TO ALL NSOA DIRECTORS FOR THEIR INFORMATION AND COMMUNICATED TO THE KENNEDY CENTER'S AUDIT COMMITTEE. FORM 990, PART VI, LINE 12C. ENFORCEMENT OF POLICY: THE CONFLICT-OF-INTEREST POLICY (POLICY) APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS (BOARD), KEY AND OTHER EMPLOYEES THAT HAVE AUTHORITY TO SIGN CONTRACTS TOTALING $15,000 OR MORE AND/OR HAVE THE POWER TO INFLUENCE A TRANSACTION BETWEEN THE NSOA AND ANOTHER ORGANIZATION (COLLECTIVELY KNOWN AS "COVERED INDIVIDUALS"). THE POLICY COVERS TRANSACTIONS BETWEEN THE NSOA AND (A) MEMBERS OF THE BOARD OF DIRECTORS, (B) THEIR FAMILY MEMBERS AND/OR (C) AN AFFILIATED ENTITY. TO ASSIST THE NSOA IN IDENTIFYING TRANSACTIONS WHERE THERE MAY BE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST, EACH DIRECTOR SHALL COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DECLARATION (DECLARATION) AND SHALL, AS NECESSARY, UPDATE THE DECLARATION TO REFLECT ANY CHANGES DURING THE COURSE OF THE YEAR. DECLARATIONS COMPLETED BY DIRECTORS ARE REVIEWED BY THE KENNEDY CENTER'S GENERAL COUNSEL'S OFFICE. WHEN A DIRECTOR BECOMES AWARE OF A CONFLICT, HE OR SHE HAS THE DUTY TO IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION TO THE KENNEDY CENTER'S GENERAL COUNSEL. IF A CONFLICT WERE TO INVOLVE THE GENERAL COUNSEL, THE EXISTENCE AND CIRCUMSTANCES OF THE CONFLICT WOULD BE DISCLOSED TO THE AUDIT COMMITTEE. THE AFFECTED INDIVIDUAL MUST (A) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE NSOA TO ENTER INTO/NOT ENTER INTO THE TRANSACTION, AND (B) | PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE TRANSACTION, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION. IF A CONFLICT IS DISCLOSED IN A DECLARATION OR TO THE CHAIR OF THE BOARD OF DIRECTORS, IT WILL BE REVIEWED BY THE NSOA'S EXECUTIVE COMMITTEE. DURING THE EXECUTIVE COMMITTEE'S REVIEW, IT WILL CONSIDER WHETHER, ABSENT THE PARTICIPATION OF THE AFFECTED DIRECTOR, ANY PROPOSED CONFLICT IS FAIR AND REASONABLE TO THE NSOA. THE EXECUTIVE COMMITTEE WILL MAINTAIN SUCH DOCUMENTATION AS MAY BE NECESSARY AND APPROPRIATE TO DOCUMENT THE REVIEW OF THE CONFLICT AND WILL REPORT TO THE BOARD OF DIRECTORS ON CONFLICTS (WHETHER APPROVED OR NOT). THE EXECUTIVE COMMITTEE MAY SEEK ADVICE FROM THE KENNEDY CENTER'S GENERAL COUNSEL'S OFFICE OR FROM OUTSIDE ADVISORS. SUCH ADVICE WILL GENERALLY BE IN CONNECTION WITH EITHER THE REVIEW OF ANY CONFLICT OR WITH THE ADMINISTRATION OF THE POLICY. FORM 990, PART VI, LINES 15A - 15B. COMPENSATION PROCESS: THE NSOA HAS NO EMPLOYEES OF ITS OWN. THE SALARIES OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER, WHO ARE EMPLOYEES OF THE KENNEDY CENTER, ARE DETERMINED UNDER POLICIES DISCLOSED ON THE KENNEDY CENTER'S FORM 990. FORM 990, PART VI, LINE 19. GOVERNING DOCUMENTS DISCLOSURE: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990,PART XII, LINE 2C. FINANCIAL REVIEW PROCESS: THE NSOA DOES NOT HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS OR SELECTION OF AN INDEPENDENT ACCOUNTANT. THE NSOA'S FINANCIAL STATEMENTS ARE ISSUED ON A CONSOLIDATED BASIS WITH THE KENNEDY CENTER. THE KENNEDY CENTER HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND ASSUMES RESPONSIBILITY FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. JOHN F KENNEDY CTR FOR THE PERFORMART 2700 F STREET NW WASHINGTON DC 20566 530245017 PERFORM. 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