Civic Intelligence

Philharmonia Baroque Orchestra Period Instrument Trust

990EZ • Fiscal year 2017 • EIN 32-6056774

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 14, 2018

Organization Profilewww.philharmonia.org
414 Mason StreetSan Francisco, CA 94102

(415) 252-1288

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$464,502

Down $1,316 (-0.3%) from 2016

Net Assets

Down

$464,502

Down $1,316 (-0.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Down

$1,316

Down $10 (-0.8%) from 2016

Net Income

Up

-$1,316

Up $10 (+0.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$464,502
Liabilities-
Net Assets$464,502
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$0
Expenses$1,316
Net Income-$1,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 14, 2018
Return Version
2016v3.0
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.$1,316-
Compensation and Service Providers
Top Officer Pay76th 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
2018-03-14
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 Expenses.1012

“Insurance $1316”

Other Assets.1

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

Raw XML Appendix139 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/BooksInCareOfDetail/PersonNm0Paul Swatek
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/BOYAmt02162
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0846
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1316
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0465818
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0464502
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0465818
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0464502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0465818
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/OtherExpensesTotalAmt01316
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01316
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01316
IRS990EZ/TotalProgramServiceExpensesAmt01316
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/ExplanationTxt0Insurance $1316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Period instruments-violin & fortepiano - Beginning $463656 Period instruments-violin & fortepiano - Ending $463656
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Courtney Beck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-14
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/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/ReturnTs02018-03-14T13:56:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,502
Liabilities
-
Net assets
$464,502
Revenue
$0
Expenses
$1,316
Net income
-$1,316
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