PHILADELPHIA ORCHESTRA ASSOCIATION TRUST (EIN 236227203) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Phone

4127474857

Tax Period

2023-01-01 to 2023-12-31

PHILADELPHIA ORCHESTRA ASSOCIATION TRUST, founded in 1920, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 181% from the prior year, signaling strong growth momentum. Net assets of $17.9M represent 171 months of operating reserves.

Mission

SUPPORT FOR THE PHILADELPHIA ORCHESTRA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,253,317

Other Revenue $0

TOTAL REVENUE $1,253,317

Expense Breakdown

Grants Paid $1,241,723

Salaries & Benefits $19,866

Fundraising Expenses $0

Program Expenses $1,241,723

Other Expenses $11,157

TOTAL EXPENSES $1,272,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,253,317	$446,336	+1.8%
Expenses	$1,272,746	$1,313,079	0.0%
Net Income	$-19,429	$-866,743	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PNC BANK N A	TRUSTEE	4.0		$19,866	$0	$19,866

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,253,317	$1,272,746	$17,911,877	$-19,429
2022	$446,336	$1,313,079	$17,948,906	$-866,743
2021	$803,953	$1,238,903	$18,818,076	$-434,950
2020	$259,114	$1,184,510	$19,252,082	$-925,396
2019	$-1,444,485	$1,173,163	$20,545,076	$-2,617,648
2018	$2,107,470	$1,247,083	$22,803,421	$860,387

PHILADELPHIA ORCHESTRA ASSOCIATION TRUST