Civic Intelligence

Philharmonia Baroque Orchestra

EIN 32-6056774 • 501(c)3 • San Francisco, CA

Profile

To acquire and perpetually maintain instruments to be used in orchestral performances presented by Philharmonia Baroque Orchestra.

414 Mason StreetSan Francisco, CA 94102

www.philharmonia.org

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

94th percentile

$150,774

Higher top officer pay than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$509,421

Down $5,427 (-1.1%) from 2023

Liabilities

Up

$1,348

Up $1,348 from 2023

Net Assets

Down

$508,073

Down $6,775 (-1.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Up

$6,775

Up $5,427 (+403%) from 2023

Net Income

Down

-$6,775

Down $5,427 (-403%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2013: $344,879Net Assets 2013: $344,8792013Assets 2014: $468,460Net Assets 2014: $468,4602014Assets 2015: $467,144Net Assets 2015: $467,1442015Assets 2016: $465,818Net Assets 2016: $465,8182016Assets 2017: $464,502Net Assets 2017: $464,5022017Assets 2018: $464,502Net Assets 2018: $464,5022018Assets 2019: $520,167Liabilities 2019: $0Net Assets 2019: $520,1672019Assets 2020: $527,048Liabilities 2020: $8,193Net Assets 2020: $518,8552020Assets 2021: $517,544Liabilities 2021: $0Net Assets 2021: $517,5442021Assets 2022: $516,196Liabilities 2022: $0Net Assets 2022: $516,1962022Assets 2023: $514,848Liabilities 2023: $0Net Assets 2023: $514,8482023Assets 2024: $509,421Liabilities 2024: $1,348Net Assets 2024: $508,0732024

Highlighted filing

2024

Assets$509,421
Liabilities$1,348
Net Assets$508,073
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2013: $0Expenses 2013: $2,105Net Income 2013: -$2,1052013Revenue 2014: $0Expenses 2014: $1,419Net Income 2014: -$1,4192014Revenue 2015: $0Expenses 2015: $1,316Net Income 2015: -$1,3162015Revenue 2016: $0Expenses 2016: $1,326Net Income 2016: -$1,3262016Revenue 2017: $0Expenses 2017: $1,316Net Income 2017: -$1,3162017Revenue 2018: $02018Revenue 2019: $55,665Expenses 2019: $0Net Income 2019: $55,6652019Revenue 2020: $0Expenses 2020: $1,312Net Income 2020: -$1,3122020Revenue 2021: $0Expenses 2021: $5,325Net Income 2021: -$5,3252021Revenue 2022: $0Expenses 2022: $1,348Net Income 2022: -$1,3482022Revenue 2023: $0Expenses 2023: $1,348Net Income 2023: -$1,3482023Revenue 2024: $0Expenses 2024: $6,775Net Income 2024: -$6,7752024

Highlighted filing

2024

Revenue$0
Expenses$6,775
Net Income-$6,775
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$509,421
Liabilities
$1,348
Net assets
$508,073
Revenue
$0
Expenses
$6,775
Net income
-$6,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.01$5.08$0.00$0.07$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.00$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.08$5.19$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.56$0.00$0.56
2018Detailed filing. Detailed filing data is available for this year.$4.65$4.65$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.65$4.65$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.66$4.66$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.67$4.67$0.00$0.01$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$4.68$0.00$0.01$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$3.45$0.00$0.02$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 14, 2019
Return Version
2017v2.2
Mission and Program Overview

Mission

To acquire and perpetually maintain instruments to be used in orchestral performances presented by Philharmonia Baroque Orchestra.

Program Services

DescriptionGrantsExpenses
The organization expends funds in connection with its mandate to maintain and preserve its collection of instruments for the Philharmonia Baroque Orchestra.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney BeckExec Director-$0--
Ross ArmstrongPresident-$0--
Nicholas McGeganDirector-$0--
Rev Richard FabianDirector-$0--
Filing and Contact Details

Filer

Filer Name
Philharmonia Baroque Orchestra
EIN
32-6056774
Phone
4152521288
Address
414 Mason Street, San Francisco, CA 94102

Signing Officer

Name
Courtney Beck
Title
Exec Director
Signed
2019-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Assets.1

“Period instruments-violin & fortepiano - Beginning $463656 Period instruments-violin & fortepiano - Ending $463656”

Raw XML Appendix132 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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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum04152521288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0414 Mason Street Suite 606
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0846
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0464502
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0464502
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0464502
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0464502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0464502
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0464502
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Courtney Beck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ross Armstrong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicholas McGegan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rev Richard Fabian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0463656
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0463656
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To acquire and perpetually maintain instruments to be used in orchestral performances presented by Philharmonia Baroque Orchestra.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization expends funds in connection with its mandate to maintain and preserve its collection of instruments for the Philharmonia Baroque Orchestra.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.philharmonia.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942848318
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Philharmonia Baroque Orch & Chorale
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Period instruments-violin & fortepiano - Beginning $463656 Period instruments-violin & fortepiano - Ending $463656
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Courtney Beck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Philharmonia Baroque Orchestra
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Period Instrument Trust
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0326056774
ReturnHeader/Filer/PhoneNum04152521288
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 Mason Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Regalia & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Town Country Dr Ste K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02019-01-14T15:39:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.