PORTLAND BAROQUE ORCHESTRA (EIN 930901924) - 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

1984

Legal Domicile

Principal Officer

ALAN BRICKLEY

Phone

5032226000

Tax Period

2024-07-01 to 2025-06-30

PORTLAND BAROQUE ORCHESTRA, founded in 1984, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

PRODUCING INTIMATE AND HISTORICALLY INFORMED INTERPRETATIONS OF MUSIC COMPOSED BEFORE 1840.

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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 (2024)

Revenue Breakdown

Contributions & Grants $589,289

Program Service Revenue $429,120

Investment Income $298

Other Revenue $23,208

TOTAL REVENUE $1,041,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $622,029

Fundraising Expenses $97,421

Program Expenses $859,234

Other Expenses $463,173

TOTAL EXPENSES $1,085,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,041,915	$1,121,194	-0.1%
Expenses	$1,085,202	$1,129,254	0.0%
Net Income	$-43,287	$-8,060	+4.4%

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

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

$120,003

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN BRICKLEY	CHAIR	15.00	Officer Director	$0	$0	$0
SUSAN BACH	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN K COX	SECRETARY	2.00	Officer Director	$0	$0	$0
DON CLEMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED COHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH JESUDASON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER MELE-WAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE PEASE	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH POINDEXTER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM WILLINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WIMETT	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY BUTLER	EXECUTIVE DIRECTOR	40.00	Officer	$108,402	$11,601	$120,003

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	$1,041,915	$1,085,202	$781,236	$-43,287
2024	$1,121,194	$1,129,254	$868,064	$-8,060
2023	$890,907	$1,091,037	$867,222	$-200,130
2022	$1,187,093	$1,090,319	$709,672	$96,774
2021	$917,210	$836,734	$569,095	$80,476
2020	$1,267,998	$1,100,811	$509,883	$167,187
2019	$996,166	$1,052,118	$424,913	$-55,952
2018	$882,966	$1,089,870	$466,162	$-206,904

PORTLAND BAROQUE ORCHESTRA