PHILHARMONIA BAROQUE ORCHESTRA & CHORALE

EIN: 942848318 501(c)(3) Arts, Culture & Humanities

SAN FRANCISCO, CA

Total Revenue
$1,818,355
Total Expenses
$3,618,564
Total Assets
$3,744,390
Net Assets
$3,102,413
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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CA
Principal Officer
DOUG TANNER
Phone
4152521288
Tax Period
2023-07-01 to 2024-06-30

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE, founded in 2007, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $3.6M exceeded revenue, resulting in a 99% operating deficit.

Mission

SEE MISSION STATEMENT STARTING ON PAGE 1 AND CONTINUING ON SCHEDULE O

Program Service Accomplishments

Program 1
Expenses: $2,312,088 Revenue: $502,448

PERFORMANCES: Throughout the season, PBO presented a diverse range of programming that included historically informed performances of Baroque masterpieces, contemporary works for period instruments...

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PERFORMANCES: Throughout the season, PBO presented a diverse range of programming that included historically informed performances of Baroque masterpieces, contemporary works for period instruments, and innovative interdisciplinary collaborations. Our activities reached thousands of audience members across multiple venues in the San Francisco Bay Area and through an East Coast tour, furthering our mission to enrich, educate, and inspire through historically informed performance.CONCERTS Set 1: "Garden of Good & Evil" (October 16-21, 2023)Conducted by Richard Egarr and featuring countertenor Tim Mead:-Program featured Handel works including excerpts from Giulio Cesare, Admeto, and Judas Maccabaeus-Contemporary works by Errollyn Wallen and Tarik O'Regan from the Ancestor projectSet 2: "Dido's Ghost" (November 13-December 2, 2023)A major interdisciplinary collaboration:-US Premiere of Errollyn Wallen's new opera Dido's Ghost incorporating Purcell's Dido and Aeneas-Conducted by John Butt, directed by Frederic Wake-Walker-Featured an outstanding cast including Nicole Heaston, Matthew Brook, and Nardus Williams-Additional performances of Purcell's Dido and Aeneas as a standalone workSet 3: "Six Centuries of Christmas Music" (December 3-9, 2023)Richard Egarr led a chronological journey through holiday music:-Works ranging from Taverner to Rachmaninoff and Tchaikovsky-Featured both the PBO Chamber Players and full ChoraleSet 4: "Double Espresso" (January 30-February 3, 2024)Featuring Richard Egarr and Alexandra Nepomnyashchaya as harpsichord soloists:-Bach's concertos for two harpsichords (BWV 1060, 1061, 1062)-Telemann's Concerto a7 in F and a minor, and the Alster OvertureSet 5: Mendelssohn & Beethoven (April 8-13, 2024)A venture into the Romantic repertoire:-Mendelssohn's Violin Concerto with soloist Shunske Sato-Beethoven's "Eroica" Symphony on period instrumentsCOMMUNITY ENGAGEMENT AND EDUCATION ACTIVITIESSF Music Day (October 15, 2023)PBO's Chorale Octet under the direction of Valrie Sainte-Agathe presented a program of works by female composers spanning the 17th to 21st centuries:-Works by Cozzolani, Aleotti, Perucona, Cesis, and de la Cruz-Contemporary pieces by Caroline ShawJews & Music (JAM): 400th Anniversary of Rossi's Songs of Solomon (December 3-4, 2023)A scholarly and musical exploration:-Collaboration with JAM Scholar-in-Residence Francesco Spagnolo-Program featuring works by Salamone Rossi juxtaposed with pieces by MonteverdiCoffee & Cake Concerts (March 5-8, 2024)-Community outreach series featuring Richard Egarr and PBO Chamber Players performing Bachs Brandenburg Concertos 3, 4, and 5-Weekday morning concert time catered to needs of older audiences and young familiesBerkeley Festival and Exhibition (June 9-16, 2024)Chamber music showcase featuring Telemann's Paris Quartets and works by Boismortier and RebelTOURSEast Coast Tour (July 10-24, 2023)Under the direction of Richard Egarr, PBO presented two distinct programs across prestigious venues including Tanglewood, Caramoor, and Newport's The Breakers:Program 1: A semi-staged production of Handel's Acis & Galatea (1718 version)Program 2: "New Music for Old Instruments" featuring works by Handel, Biber, and the East Coast premiere of Mason Bates' Appalachian AyreThis tour featured internationally renowned soloists including Nicholas Mulroy, Hera Hyesang Park, Dashon Burton, Isaiah Bell, and Daniel Moody, alongside stage direction by Aria Umezawa.Impact and Outcomes1. Artistic Excellence: By engaging world-class soloists and presenting meticulously researched performances, PBO maintained its position as America's leading period-instrument ensemble.2. Audience Development: Programming presented at multiple venues (Herbst Theatre in San Francisco, Bing Concert Hall at Stanford, First Church in Berkeley, and others) expanded our geographic reach across the Bay Area, while our East Coast tour extended our national presence.3. Educational Impact: Our Coffee & Cake Concert series provided accessible entry points to Baroque music for new audiences, with performances in community venues in Piedmont, San Francisco, and Palo Alto.4. Innovation: The season balanced core baroque repertoire with new works written for period instruments (Bates, Wallen, O'Regan) and the adventurous production of Dido's Ghost, demonstrating our commitment to keeping historical performance relevant and vibrant.5. Diversity Initiatives: Programming highlighted works by female composers both historical (Cozzolani, Aleotti) and contemporary (Wallen, Shaw), contributing to a more inclusive representation in classical music.6. Organizational Development: Successful auditions for tenured cello (2 positions) and oboe strengthened our core ensemble for years to come.

Program 2
Expenses: $175,920

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...

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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.

Program 3
Expenses: $25,131

EDUCATIONA 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...

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,076,929
Program Service Revenue $502,448
Investment Income $231,410
Other Revenue $7,568
TOTAL REVENUE $1,818,355

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,467,897
Fundraising Expenses $457,415
Program Expenses $2,513,139
Other Expenses $2,150,667
TOTAL EXPENSES $3,618,564

Year-over-Year Comparison

2023 2022 Change
Revenue $1,818,355 $2,144,721 -0.2%
Expenses $3,618,564 $5,274,263 -0.3%
Net Income $-1,800,209 $-3,129,542 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
137
Volunteers
18

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
9
$200,874
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COURTNEY BECK Executive Dir. 40.00
Officer
$145,174 $5,600 $150,774
SHARON DOLAN INTERIM ED 40.00
Officer
$50,100 $0 $50,100
DOUG TANNER President 1.25
Officer Director
$0 $0 $0
CHARLOTTE GAYLORD Treasurer 1.25
Officer Director
$0 $0 $0
RICHARD EGARR Director 1.00
Director
$0 $0 $0
DAVID GROSS SECRETARY 1.25
Officer Director
$0 $0 $0
MARK PERRY Vice President 1.25
Officer Director
$0 $0 $0
DIDIER LEGALL Vice President 1.25
Officer Director
$0 $0 $0
MARTIN COHN Director 1.00
Director
$0 $0 $0
MARIE BERTILLION COLLINS Director 1.00
Director
$0 $0 $0
PAUL GARRISON Director 1.00
Director
$0 $0 $0
KAY SPRINKEL GRACE Director 1.00
Director
$0 $0 $0
PETER HIBBARD Director 1.00
Director
$0 $0 $0
ANNE KATZ Vice President 1.25
Officer Director
$0 $0 $0
NICOLAS ELSISHANS Vice President 1.25
Officer Director
$0 $0 $0
MICHAEL MARMOR DIRECTOR 1.00
Director
$0 $0 $0
FRED MATTESON DIRECTOR 1.00
Director
$0 $0 $0
NOAH STRICK DIRECTOR 1.00
Director
$0 $0 $0
PAUL SUGARMAN Director 1.00
Director
$0 $0 $0
CANDACE ZANDER KAHN Director 1.00
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 $1,818,355 $3,618,564 $3,744,390 $-1,800,209
2023 $2,144,721 $5,274,263 $5,260,038 $-3,129,542
2022 $4,824,687 $5,296,999 $8,005,058 $-472,312
2021 $1,818,984 $2,087,369 $9,551,858 $-268,385
2020 $4,616,211 $4,107,960 $8,547,273 $508,251
2019 $5,262,648 $3,952,128 $7,781,173 $1,310,520
2018 $4,532,774 $3,122,683 $6,015,353 $1,410,091
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