PHILHARMONIA BAROQUE ORCHESTRA PER… - Form 990 Financial Data

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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

2006

Legal Domicile

Principal Officer

DOUG TANNER

Phone

4152521288

Tax Period

2023-07-01 to 2024-06-30

Mission

TO ACQUIRE AND PERPETUALLY MAINTAIN INSTRUMENTS TO BE USED IN ORCHESTRAL PERFORMANCES PRESENTED BY PHILHARMONIA BAROQUE ORCHESTRA.

Program Service Accomplishments

Program 1

Expenses: $6,775

THE ORGANIZATION EXPENDS FUNDS IN CONNECTION WITH ITS MANDATE TO MAINTAIN AND PRESERVE ITS COLLECTION OF INSTRUMENTS FOR THE PHILHARMONIA BAROQUE 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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,775

Other Expenses $6,775

TOTAL EXPENSES $6,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$6,775	$1,348	+4.0%
Net Income	N/A	$-1,348	N/A

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

Employees

N/A

Volunteers

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

$200,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY BECK	Executive Dir.	0.00	Officer	$0	$5,600	$150,774
SHARON DOLAN	Executive Dir.	0.00	Officer	$0	$0	$50,100
DOUG TANNER	President	0.25	Officer Director	$0	$0	$0
NICHOLAS MCGEGAN	Director	0.25	Officer Director	$0	$0	$0
REV RICHARD FABIAN	Director	0.25	Officer Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	No data	$6,775	$509,421	No data
2023	No data	$1,348	$514,848	No data
2022	No data	$1,348	$516,196	No data
2021	No data	$5,325	$517,544	No data
2020	No data	$1,312	$527,048	No data
2019	$55,665	No data	$520,167	No data

PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TRUST