Civic Intelligence

Philadelphia Orchestra Association Trust

EIN 23-6227203 • 501(c)3 • Pittsburgh, PA

Profile

Support for the philadelphia orchestra

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$21,835

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

325%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$21,949,845

Up $4,037,968 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,949,845

Up $4,037,968 (+23%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin95th percentile

Revenue

Up

$5,322,887

Up $4,069,570 (+325%) from 2023

Expenses

Up

$1,345,306

Up $72,560 (+5.7%) from 2023

Net Income

Up

$3,977,581

Up $3,997,010 (+20572%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2016: $23,052,302Liabilities 2016: $0Net Assets 2016: $23,052,3022016Assets 2017: $21,942,870Liabilities 2017: $0Net Assets 2017: $21,942,8702017Assets 2018: $22,803,421Liabilities 2018: $0Net Assets 2018: $22,803,4212018Assets 2019: $20,545,076Liabilities 2019: $0Net Assets 2019: $20,545,0762019Assets 2020: $19,252,082Liabilities 2020: $0Net Assets 2020: $19,252,0822020Assets 2021: $18,818,076Liabilities 2021: $0Net Assets 2021: $18,818,0762021Assets 2022: $17,948,906Liabilities 2022: $0Net Assets 2022: $17,948,9062022Assets 2023: $17,911,877Liabilities 2023: $0Net Assets 2023: $17,911,8772023Assets 2024: $21,949,845Liabilities 2024: $0Net Assets 2024: $21,949,8452024

Highlighted filing

2024

Assets$21,949,845
Liabilities$0
Net Assets$21,949,845
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2016: $1,062,766Expenses 2016: $1,240,061Net Income 2016: -$177,2952016Revenue 2017: $69,516Expenses 2017: $1,178,948Net Income 2017: -$1,109,4322017Revenue 2018: $2,107,470Expenses 2018: $1,247,083Net Income 2018: $860,3872018Revenue 2019: -$1,444,485Expenses 2019: $1,173,163Net Income 2019: -$2,617,6482019Revenue 2020: $259,114Expenses 2020: $1,184,510Net Income 2020: -$925,3962020Revenue 2021: $803,953Expenses 2021: $1,238,903Net Income 2021: -$434,9502021Revenue 2022: $446,336Expenses 2022: $1,313,079Net Income 2022: -$866,7432022Revenue 2023: $1,253,317Expenses 2023: $1,272,746Net Income 2023: -$19,4292023Revenue 2024: $5,322,887Expenses 2024: $1,345,306Net Income 2024: $3,977,5812024

Highlighted filing

2024

Revenue$5,322,887
Expenses$1,345,306
Net Income$3,977,581
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,949,845
Liabilities
$0
Net assets
$21,949,845
Revenue
$5,322,887
Expenses
$1,345,306
Net income
$3,977,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$5.32$1.35$3.98
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.25$1.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.45$1.31$0.87
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.80$1.24$0.43
2020Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.26$1.18$0.93
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.44$1.17$2.62
2018Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$2.11$1.25$0.86
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.07$1.18$1.11
2016Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.06$1.24$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$16,278,618
Mission and Program Overview

Mission

Support for the philadelphia orchestra

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,911,877$21,949,845▲ $4,037,968
Investments Other Securities$17,700,643$21,365,133▲ $3,664,490
Savings and Temporary Cash Investments$211,234$584,712▲ $373,478
Total Assets$17,911,877$21,949,845▲ $4,037,968
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,911,877$21,949,845▲ $4,037,968
Total Liabilities and Net Assets / Fund Balance$17,911,877$21,949,845▲ $4,037,968

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,619,695--
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pnc Bank N aTrusteePT$21,835$21,835
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,322,887
Other Revenue
$0
Change in Net Assets
$3,977,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,323,471
Salaries, Compensation, and Employee Benefits$21,835
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,323,471--$1,323,471
Current Officers, Directors, Trustees, and Key Employees$4,367$17,468-$21,835
Total Functional Expenses$1,327,838$17,468$0$1,345,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Phildadelpia OrchestraPhiladelphia, PA501(c)(3)To Help Defray Expenses and General Support$1,323,471
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The philadelphia orchestra association endowment fund is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committeees with authority to act on its behalf”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The philadelphia orchestra association endowment fund is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committeees with authority to act on its behalf”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as trustee of the philadelphia orchestra association endowment fund prepares the tax returns for this trust thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trusts requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addtion, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Philadelphia Orchestra Association Trust
EIN
23-6227203
Phone
4127474857
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127474857
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1920
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 Transactions Posted in 2024 $15,269; 2024 Transactions Posted in 2025 ($18,696); 2023 sales settled in 2024 $63,750; Adjustment to Income $64”

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/DescribedInSection501c3Ind0true
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01323471
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt01323471
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015647390
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0631228
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0631228
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017700643
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt021365133
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010955731
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0SUPPORT FOR THE PHILADELPHIA ORCHESTRA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt017911877
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04691659
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01241723
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IRS990/PYSalariesCompEmpBnftPaidAmt019866
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03977581
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PHILADELPHIA ORCHESTRA ASSOCIATION DISBURSES FUNDS TO QUALIFIED CHARITIES AS DIRECTED AND USED IN ACCORDANCE WITH THE TRUST DOCUMENT. THE INCOME IS TO BE USED TO MEET THE OPERATING DEFICIT AS DIRECTED BY THE BOARD. THE BOARD MAINTAINS A CLOSE AND CONTINOUS WORKING RELATIONSHIP BY HAVING MEETINGS TO DISCUSS THE INVESTMENTS AND OPERATIONS OF THE TRUST. INVESTMENT STATEMENTS ARE PROVIDED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS TRUST FUND WAS CREATED BY THE PHILADELPHIA ORCHESTRA ASSOCIATION AS A RESTRICTED ENDOWMENT FUND. THE INCOME IS TO BE USED TO MEET THE OPERATING DEFICIT OF THE ASSOCIATION AS DIRECTED BY THE BOARD OF THE ASSOCIATION. AS AN ENDOWMENT FUND FOR THE ASSOCIATION, THE FUNDS WERE ALREADY PROPERTY OF THE ASSOCIATION, TO BE USED AS DIRECTED BY THEM FOR THEIR NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PHILADELPHIA ORCHESTRA ASSOCIATION TRUST PROVIDES FINANCIAL SUPPORT TO THE PHILADELPHIA ORCHESTRA ASSOCIATION TO MEET THE OPERATING DEFICIT OF THE ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SUPPORTED ORGANIZATION'S INVESTMENT COMMITTEE MAKES ALL INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1XXX-XX-XXXX VANGUARD INDEX TR TOTAL S
IRS990ScheduleD/OtherSecuritiesGrp/Desc2XXX-XX-XXXX TIFF GLOBAL EQUITY FUND
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE PHILDADELPIA ORCHESTRA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PHILADELPIA ORCHESTRA ASSOCIATION ENDOWMENT IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT FUND IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT FUND IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS TRUSTEE OF THE PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT FUND PREPARES THE TAX RETURNS FOR THIS TRUST THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUSTS REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDTION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62023 Transactions Posted in 2024 $15,269; 2024 Transactions Posted in 2025 ($18,696); 2023 sales settled in 2024 $63,750; Adjustment to Income $64
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE PHILADELPHIA ORCHESTRA
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IRS990/TotalRevenueGrp/ExclusionAmt05322887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05322887
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017911877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021949845
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127474857
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILADELPHIA ORCHESTRA ASSOCIATION TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-05-07T10:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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