Philharmonia Baroque Orchestra & Chorale
- Assets
- $8.0m
- Revenue
- $4.8m
- Investments
- $6.2m
- Employees
- 127
- Location
- San Francisco, CA
- Founding
- 10/1983
- Data as of
- 06/2022
- EIN
- 94-2848318
Organization Overview
Philharmonia Baroque Orchestra & Chorale is located in San Francisco, CA. The organization was established in 1983. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Philharmonia Baroque Orchestra & Chorale employed 127 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Philharmonia Baroque Orchestra & Chorale is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Philharmonia Baroque Orchestra & Chorale generated $4.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.9% each year. All expenses for the organization totaled $5.3m during the year ending 06/2022. While expenses have increased by 7.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PHILHARMONIA BAROQUE ORCHESTRA AND CHORALES MISSION IS TO PRESENT AUDIENCES THROUGHOUT THE WORLD WITH HISTORICALLY- INFORMED PERFORMANCES OF MUSIC FROM THE BAROQUE, CLASSICAL, AND EARLY ROMANTIC PERIODS, AS WELL AS NEW MUSIC, USING PERIOD INSTRUMENTS AND VOCAL (CONT NEXT PAGE)
Describe the Organization's Program Activity:
PERFORMANCES: IN THE BAY AREA, THE ORCHESTRA AND PERFORMED A SERIES OF SIX SUBSCRIPTION CONCERT SETS (24 SEPARATE CONCERTS), THREE STAGED PERFORMANCES WITH AMERICAN MODERN OPERA COMPANY, THREE GALA PERFORMANCES OF B MINOR MASS, TWO JEWS & MUSIC (JAM) EVENTS, ONE PBO SESSIONS EVENT, AND THEREBY ENTERTAINED AN AUDIENCE OF ABOUT 14,000 MUSIC LOVERS.TOURING: THE ORCHESTRA PERFORMED THREE ADDITIONAL CONCERTS ON TOUR: A TOUR IN JULY TO THE CARAMOOR SUMMER MUSIC FESTIVAL (NEW YORK) AND TO NAUMBURG ORCHESTRAL CONCERTS (NEW YORK), AND A SIDE-BY-SIDE WORKSHOP WITH JUILLIARDS HISTORICAL PERFORMANCE PROGRAM WHICH CULMINATED IN A PERFORMANCE AT ALICE TULLY HALL (NEW YORK). ATTENDANCE AT THESE CONCERTS IS ESTIMATED AT 3,200.
PROMOTION AND MARKETINGPROMOTION AND MARKETING EXPENSES INCLUDED THE EXPENSE OF MARKETING THE ORGANIZATION'S SUBSCRIPTION SEASON AND THE PATRON MANAGEMENT EXPENSES OF COMMUNICATING WITH SUBSCRIBERS REGARDING ONGOING EVENTS, PERFORMANCES, AND PROGRAMMATIC ACTIVITIES.
EDUCATION A TWO-YEAR ONESCHOOL PARTNERSHIP BETWEEN PBO AND MISSION HIGH SCHOOL WAS LAUNCHED TO AUGMENT THIS SCHOOLS MUSIC PROGRAMS BY SHARING, CREATING, AND PERFORMING CLASSICAL MUSIC WITH STUDENTS. THE SFUSD BOARD OF EDUCATION APPROVED THE MOU AND A BILINGUAL MEMBER OF THE PHILHARMONIA CHORALE HAS BEEN HIRED BY THE DISTRICT TO STAFF THE PROGRAM. TWENTY-NINE CLASSES WERE SERVED IN 2022. IN-SCHOOL PROGRAMS ELSEWHERE WERE CURTAILED DUE TO COVID RESTRICTIONS. YOUNG ARTIST TRAINING PROGRAMS INCLUDED TWO FREE PUBLIC MASTERCLASSES AT THE SAN FRANCISCO CONSERVATORY OF MUSIC BY SHUNSKE SATO, VIOLIN, IN PERSON AND LIVE STREAMED, AND BY WILLIAM SKEEN, CELLO. AN EDUCATIONAL PARTNERSHIP WITH JUILLIARD415 IN JANUARY INCLUDED A SIDE-BY-SIDE (CONTINUED ON SCHEDULE O)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Courtney Beck Exec Director | Officer | 40 | $265,000 |
Paul Swatek Dir Of Finance | Officer | 40 | $85,000 |
David Low President | OfficerTrustee | 8 | $0 |
Charlotte Gaylord Treasurer | OfficerTrustee | 1 | $0 |
Mark Perry Vice President | OfficerTrustee | 1 | $0 |
David Gross Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $158,528 |
| Related organizations | $0 |
| Government grants | $631,685 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,958,286 |
| Noncash contributions included in lines 1a–1f | $106,592 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,748,499 |
| Total Program Service Revenue | $886,292 |
| Investment income | $136,472 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $11,679 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $78,618 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$39,727 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,824,687 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $350,000 |
| Compensation of current officers, directors, key employees. | $39,888 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,479,576 |
| Pension plan accruals and contributions | $80,541 |
| Other employee benefits | $66,795 |
| Payroll taxes | $151,752 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $82,007 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $161,006 |
| Advertising and promotion | $23,506 |
| Office expenses | $113,898 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $195,551 |
| Travel | $1,001,919 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $3,014 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,069 |
| Insurance | $23,178 |
| All other expenses | $190,706 |
| Total functional expenses | $5,296,999 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $399,318 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $388,188 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $16,640 |
| Prepaid expenses and deferred charges | $357,483 |
| Net Land, buildings, and equipment | $3,783 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $6,217,405 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $622,241 |
| Total assets | $8,005,058 |
| Accounts payable and accrued expenses | $128,913 |
| Grants payable | $0 |
| Deferred revenue | $397,810 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $472,237 |
| Total liabilities | $998,960 |
| Net assets without donor restrictions | $898,303 |
| Net assets with donor restrictions | $6,107,795 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,005,058 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Philharmonia Baroque Orchestra & Chorale has recieved totaling $25,000.
| Awarding Organization | Amount |
|---|---|
One World Fund Tr Andover, MA PURPOSE: GENERAL SUPPORT | $25,000 |
Endowment Analysis
| Beg. Balance | $4,169,411 |
| Earnings | -$509,109 |
| Net Contributions | $1,000 |
| Other Expense | $141,630 |
| Ending Balance | $3,519,672 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
San Diego Symphony Orchestra Association San Diego, CA | $168,111,113 | $56,683,795 |
Oregon Symphony Association Portland, OR | $27,740,551 | $13,773,397 |
Pacific Symphony Irvine, CA | $52,133,763 | $17,603,170 |
San Diego Symphony Foundation San Diego, CA | $121,018,561 | $925,945 |
Philharmonia Baroque Orchestra & Chorale San Francisco, CA | $8,005,058 | $4,824,687 |
Santa Rosa Symphony Association Santa Rosa, CA | $23,001,628 | $6,302,463 |
Tucson Symphony Society Tucson, AZ | $15,428,177 | $6,501,284 |
Phoenix Symphony Association Phoenix, AZ | $1,368,252 | $4,890,998 |
Pasadena Symphony Association Pasadena, CA | $11,596,205 | $5,563,647 |
Santa Barbara Symphony Orchestra Association Santa Barbara, CA | $1,028,763 | $2,763,199 |
The Los Angeles Chamber Orchestra Society Inc Los Angeles, CA | $5,194,806 | $3,490,076 |
Eugene Symphony Association Inc Eugene, OR | $630,258 | $3,023,786 |