Philharmonia Baroque Orchestra & Chorale

“Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management and a member of the board of directors. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.”

“MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST PERIODICALLY by virtue of Questionnaires distributed to and then received from board members each year. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.”

“MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL PERIODICALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. Specifically Salaries are compared with annual salary surveys data for comparable orchestras compiled by the League of American Orchestras, as well as other industry data. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES.”

“Compensation of other personnel and highly compensated employees is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.”

“All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.”

“OTHER PROGRAM SERVICES 4: BroadcastsPhilharmonia Baroque Orchestra is featured in a monthly local one-hour radio program broadcast on KDFC. OTHER PROGRAM SERVICES 5: Education (continued from Form 990 Page 2)rehearsal and performance in New Yorks Alice Tully Hall under Richard Egarrs direction. Three Community Events Mixing it up Vocally, Bach in Bengal and RAD Baroque Dance and Community Jam Session served at least 683 participants.Three Adult Education Programs, included William Skeens Settling the Scores; the Musically Mostly Pesach" string quintet; and the Boccherini Meets Zappa trio sonata program served 180 while presenting demonstrations and small ensembles. Send in the Clowns was added to the Up on the Downbeat baroque dance series. Bach in Bengal is a new collaboration with Mosaic America, Ali Akbar Khan Foundation, and San Francisco Conservatory of Music, presenting four new compositions by sitarist Arjun Verma. In two days of performances and activities at Mission High School in San Francisco, 90 were served. The Student Access Initiative welcomed 55 students and faculty from public schools to experience PBO performances free of charge. Pre-Concert Lectures served subscription audiences. The Music With You Program offered individualized instruction virtually with PBO musicians to students of all ability levels on a private basis. [35 students since 2020].”

“Change in cash surrender value of life insurance = -$9756”

“Change in present value of long-term receivables = $705”

“Change in value of charitable remainder trust = -$10574”

“(continued from Form 990 Page 2)techniques that capture the style, spirit, and distinctive sound of those times. We share our music through live performances and recordings, and actively reach new audiences through our educational offerings and training programs for the next generation of musicians.”