PHILHARMONIA BAROQUE ORCHESTRA & CHORALE (EIN 942848318) - 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

2007

Legal Domicile

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

PHILHARMONIA BAROQUE ORCHESTRA AND CHORALES MISSION IS TO PRESENT AUDIENCES THROUGHOUT THE WORLD WITH HISTORICALLY INFORMED PERFORMANCES OF MUSIC FROM THE BAROQUE, CLASSICAL, AND EARLY ROMANTIC PERIODS, AS WELL AS NEW MUSIC, USING PERIOD INSTRUMENTS AND VOCAL (CONT NEXT PAGE)

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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 $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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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

137

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.	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

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE