PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TRUST

EIN: 326056774 501(c)(3) Philanthropy & Grantmaking

SAN FRANCISCO, CA

Total Revenue
N/A
Total Expenses
$6,775
Total Assets
$509,421
Net Assets
$508,073
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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
CA
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.

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
5
$200,874
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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