Nonprofit · EIN 94-1638842
BAY PHILHARMONIC
Tax-exempt · FREMONT, CA 94536
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $484,709 | $553,292 | -$68,583 | $37,568 | $54,298 | -$16,730 |
| June 30, 2023 | 990 | $389,279 | $512,582 | -$123,303 | $51,611 | -$242 | $51,853 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $67,869
- of which government grants
- $47,838
- Program service revenue
- $281,853
- Investment income
- $0
- Net income from fundraising events
- $134,987
- Other revenue
- $134,987
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,004
- Other salaries and wages
- $103,077
- Salaries, compensation and benefits (total)
- $254,215
- Professional fundraising fees
- $0
- Accounting fees
- $3,706
- Occupancy
- $38,010
- Travel
- $5,841
- Depreciation
- $1,566
- Program services (functional)
- $445,594
- Management and general (functional)
- $107,698
Balance sheet and other
- Total assets, start of year
- $51,611
- Total assets, end of year
- $37,568
- Total liabilities, end of year
- $54,298
- Net assets, end of year
- -$16,730
- Land, buildings and equipment
- $2,350
- Net assets without donor restrictions
- -$16,730
- Gross receipts
- $489,634
- Employees
- 5
- Year formed
- 1964
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK GREEN | Director Trustee or director | 1 | $0 |
| MERNA MORSE | Director Trustee or director, Officer | 1 | $0 |
| Eva-Maria Tisdale | Director Trustee or director | 1 | $0 |
| Barett Hoover | Executive Dir. Trustee or director | 1 | $0 |
| GREGORY GREEN | Director Trustee or director | 1 | $0 |
| JUDY LAM | Director Trustee or director | 2 | $0 |
| BARBARA GORSUCH | Secretary Officer | 1 | $0 |
| Tammi Souza | Treasurer Officer | 1 | $0 |
| LISA LORENZ | President Officer | 2 | $0 |
| THOMAS HANDLEY | Vice President Officer | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA YOUNG | Treasurer Trustee or director | 1 | $0 |
| GREGORY GREEN | Trustee Trustee or director | 1 | $0 |
| LISA LORENZ | President Trustee or director | 2 | $0 |
| JUDY LAM | Trustee Trustee or director | 2 | $0 |
| THOMAS HANDLEY | Vice President Trustee or director | 1 | $0 |
| MARK GREEN | Trustee Officer | 1 | $0 |
| MERNA MORSE | Trustee Officer | 1 | $0 |
| BARBARA GORSUCH | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3375 COUNTRY DR, FREMONT, CA 94536-6200
- Signed the 990
- LISA LORENZ, President
- Phone
- (510) 371-4860
- Website
- https://bayphil.org/
- Return prepared by
- Anderson & Snow LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1638842 or by the name BAY PHILHARMONIC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO BRING LIVE CLASSICAL MUSIC TO RESIDENTS OF SOUTHERN ALAMEDA COUNTY AND NORTHERN SANTA CLARA COUNTY, AND ENRICH THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES.
Program accomplishments
- SYMPHONY ORCHESTRA CONCERTS, EDUCATIONAL AND CHILDREN'S CONCERTS, ANNUAL YOUNG ARTIST COMPETITION, AND ENSEMBLE PERFORMANCES TO LOCAL SCHOOLS.Expenses $445,594
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1638842
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $37,568
- Income (IRS master file)
- $489,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $484,709 | $553,292 | $37,568 | IRS |
| 990 | June 2023 | $389,279 | $512,582 | $51,611 | XML |
| 990 | June 2022 | $447,524 | $366,295 | $185,132 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1638842).
Questions about BAY PHILHARMONIC
- What is the EIN of BAY PHILHARMONIC?
- The employer identification number (EIN) of BAY PHILHARMONIC is 94-1638842.
- Is BAY PHILHARMONIC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to BAY PHILHARMONIC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAY PHILHARMONIC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BAY PHILHARMONIC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAY PHILHARMONIC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who are the officers and directors of BAY PHILHARMONIC?
- The 990 for the year ended June 30, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does BAY PHILHARMONIC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $484,709, expenses of $553,292 and total assets of $37,568 at year end.
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