Nonprofit · EIN 94-2848318
PHILHARMONIA BAROQUE ORCHESTRA & CHORALE
Tax-exempt · SAN FRANCISCO, CA 94102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,109,247 | $3,131,943 | $1,977,304 | $6,237,661 | $1,168,038 | $5,069,623 |
| June 30, 2024 | 990 | $1,818,355 | $3,618,564 | -$1,800,209 | $3,744,390 | $641,977 | $3,102,413 |
| June 30, 2023 | 990 | $2,144,721 | $5,274,263 | -$3,129,542 | $5,260,038 | $747,934 | $4,512,104 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,510,846
- of which government grants
- $10,000
- Program service revenue
- $504,302
- Investment income
- $91,168
- Other revenue
- $2,931
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $384,929
- Other salaries and wages
- $942,614
- Salaries, compensation and benefits (total)
- $1,581,247
- Professional fundraising fees
- $0
- Legal fees
- $160,471
- Occupancy
- $178,065
- Program services (functional)
- $1,807,256
- Management and general (functional)
- $630,967
- Fundraising (functional)
- $693,720
Balance sheet and other
- Total assets, start of year
- $3,744,390
- Total assets, end of year
- $6,237,661
- Total liabilities, end of year
- $1,168,038
- Net assets, end of year
- $5,069,623
- Net assets without donor restrictions
- $2,135,683
- Net assets with donor restrictions
- $2,933,940
- Gross receipts
- $5,109,247
- Employees
- 107
- Volunteers
- 14
- Year formed
- 2007
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON DOLAN | INTERIM ED Officer | 40 | $211,268 | $14,706 |
| MARCY K DELISLE | CFO Officer | 40 | $129,049 | $9,452 |
| ISAAC H BUNCH | GENERAL MANAGER | 40 | $114,348 | $7,043 |
| EMMA MOON | Executive Dir. Officer | 40 | $26,499 | $0 |
| DAVID SINGER | Director Trustee or director | 12 | $0 | $0 |
| DOUG TANNER | Director Trustee or director | 12 | $0 | $0 |
| CHARLOTTE GAYLORD | Vice President Trustee or director, Officer | 12 | $0 | $0 |
| RICHARD EGARR | Director Trustee or director | 12 | $0 | $0 |
| DAVID GROSS | SECRETARY Trustee or director, Officer | 12 | $0 | $0 |
| ELIZABETH WILLIAMS | Director Trustee or director | 12 | $0 | $0 |
| DIDIER LEGALL | Vice President Trustee or director, Officer | 12 | $0 | $0 |
| MARTIN COHN | Director Trustee or director | 12 | $0 | $0 |
| PAUL GARRISON | Director Trustee or director | 12 | $0 | $0 |
| KAY SPRINKEL GRACE | Director Trustee or director | 12 | $0 | $0 |
| ANNE KATZ | President Trustee or director, Officer | 12 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MARMOR | DIRECTOR Trustee or director | 12 | $0 |
| NOAH STRICK | DIRECTOR Trustee or director | 12 | $0 |
| PAUL SUGARMAN | Alumni Director Trustee or director | 12 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY BECK | Executive Dir. Officer | 40 | $145,174 | $5,600 |
| SHARON DOLAN | INTERIM ED Officer | 40 | $50,100 | $0 |
| DOUG TANNER | President Trustee or director, Officer | 1.25 | $0 | $0 |
| CHARLOTTE GAYLORD | Treasurer Trustee or director, Officer | 1.25 | $0 | $0 |
| RICHARD EGARR | Director Trustee or director | 1 | $0 | $0 |
| DAVID GROSS | SECRETARY Trustee or director, Officer | 1.25 | $0 | $0 |
| MARK PERRY | Vice President Trustee or director, Officer | 1.25 | $0 | $0 |
| DIDIER LEGALL | Vice President Trustee or director, Officer | 1.25 | $0 | $0 |
| MARTIN COHN | Director Trustee or director | 1 | $0 | $0 |
| MARIE BERTILLION COLLINS | Director Trustee or director | 1 | $0 | $0 |
| PAUL GARRISON | Director Trustee or director | 1 | $0 | $0 |
| KAY SPRINKEL GRACE | Director Trustee or director | 1 | $0 | $0 |
| PETER HIBBARD | Director Trustee or director | 1 | $0 | $0 |
| ANNE KATZ | Vice President Trustee or director, Officer | 1.25 | $0 | $0 |
| NICOLAS ELSISHANS | Vice President Trustee or director, Officer | 1.25 | $0 | $0 |
| MICHAEL MARMOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED MATTESON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NOAH STRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL SUGARMAN | Director Trustee or director | 1 | $0 | $0 |
| CANDACE ZANDER KAHN | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Swatek | Dir of Finance Officer | 40 | $91,800 |
| Doug Tanner | President Trustee or director, Officer | 8 | $0 |
| Charlotte Gaylord | Treasurer Trustee or director, Officer | 1 | $0 |
| Mark Perry | Vice President Trustee or director, Officer | 1 | $0 |
| David Gross | Secretary Trustee or director, Officer | 1 | $0 |
| Nicolas Elsishans | Vice President Trustee or director, Officer | 3 | $0 |
| Didier LeGall | Vice President Trustee or director, Officer | 1 | $0 |
| Martin Cohn | Director Trustee or director | 1 | $0 |
| Marie Bertillion Collins | Director Trustee or director | 1 | $0 |
| Paul Garrison | Director Trustee or director | 1 | $0 |
| Kay Sprinkel Grace | Director Trustee or director | 1 | $0 |
| Peter Hibbard | Director Trustee or director | 1 | $0 |
| Anne Katz | Director Trustee or director | 1 | $0 |
| David Low | Director Trustee or director | 1 | $0 |
| Michael Marmor | Director Trustee or director | 1 | $0 |
| Fred Matteson | Director Trustee or director | 1 | $0 |
| Rebecca Moyle | Director Trustee or director | 1 | $0 |
| Paul Sugarman | Director Trustee or director | 1 | $0 |
| Candace Zander Kahn | Director Trustee or director | 1 | $0 |
| Courtney Beck | Exec Director Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1182 MARKET ST STE 318, SAN FRANCISCO, CA 94102-4919
- Principal officer (990 for 2024)
- ANNE KATZ, 1182 MARKET STREET 318, SAN FRANCISCO, CA 94102
- Signed the 990
- ANNE KATZ, President
- Phone
- (415) 252-1288
- Website
- WWW.PHILHARMONIA.ORG
- 990-N for 2007 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Paul Sugarman, 180 Redwood Street, San Francisco CA 94102. Mailing address: 180 Redwood Street Suite 200, San Francisco CA 94102. Website: www.philharmonia.org
- Return prepared by
- Perotti & Carrade CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2848318 or by the name PHILHARMONIA BAROQUE ORCHESTRA & CHORALE.
- 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
SEE MISSION STATEMENT STARTING ON PAGE 1 AND CONTINUING ON SCHEDULE O
Program accomplishments
- ARTISTIC PROGRAMMINGThe Philharmonia Board and staff remain committed to sustaining the legacy of this 44-year-old institution while addressing changing audience needs. Post-pandemic, the organization has regained its subscription base and is in the midst of diversifying its constituents. After a season featuring four Music Director candidates, Peter Whelan was recently announced as Philharmonias new Music Director.Season HighlightsOctober 2024: Music Director Candidate Exploration Guest conductor Grete Pederson led a diverse program spanning medieval to classical periods, featuring works by Hildegard von Bingen, Caroline Shaw, Haydn, Mozart, and Mendelssohn, showcasing the ensemble's versatility.November 2024: Vivaldi and Jews & Music Celebrated the 300th anniversary of Vivaldi's Four Seasons with mandolin soloist Avi Avital. The orchestra expanded its reach through a successful Southern California tour, performing at the Soka Performing Arts Center, Granada Theatre in Santa Barbara, and The Soraya in Los Angeles.December 2024: Bach Christmas Led by guest conductor Ruben Valenzuela, the ensemble demonstrated professional flexibility when soprano Sherezade Panthaki was replaced by tenor Nicholas Phan due to family tragedy, while maintaining high artistic standards in beloved Bach Advent cantatas.January 2025: Innovative SESSIONS Series A sold-out intercultural performance at San Francisco Conservatory featured sitarist Arjun Verma and Composer in Residence Tarik O'Regan, pushing artistic boundaries beyond traditional classical expectations. The month also included a Side-by-Side educational workshop with conservatory students focusing on J.S. Bach arias performed on period instruments.March 2025: Handel's Theatrical Vision Under guest conductor Peter Whelan, the orchestra explored Handel's Alceste as a multimedia extravaganza, featuring soloists Lauren Snouffer and Aaron Sheehan with the Philharmonia Chorale, demonstrating the dramatic potential of Baroque opera.April 2025: French Baroque Dance Music Guest conductor Avi Stein led a vibrant program celebrating Baroque dance and theatrical music, including Rebel's "Les caractres de la danse," Bach's Orchestral Suite No. 3, Handel's Concerto Grosso Op. 6 No. 10, and Rameau's theatrical suites from various operas.Expenses $1,377,294
- MARKETINGMARKETING EXPENSES INCLUDED THE EXPENSE OF MARKETING THE ORGANIZATION'S SUBSCRIPTION SEASON AND THE PATRON MANAGEMENT EXPENSES OF COMMUNICATING WITH SUBSCRIBERS REGARDING ONGOING EVENTS, PERFORMANCES, AND PROGRAMMATIC ACTIVITIES.Expenses $284,523
- EDUCATIONA TWO-YEAR ONESCHOOL PARTNERSHIP BETWEEN PBO AND MISSION HIGH SCHOOL WAS LAUNCHED TO AUGMENT THIS SCHOOLS MUSIC PROGRAMS BY SHARING, CREATING, AND PERFORMING CLASSICAL MUSIC WITH STUDENTS. THE SFUSD BOARD OF EDUCATION APPROVED THE MOU AND A BILINGUAL MEMBER OF THE PHILHARMONIA CHORALE HAS BEEN HIRED BY THE DISTRICT TO STAFF THE PROGRAM. TWENTY-NINE CLASSES WERE SERVED IN 2022. IN-SCHOOL PROGRAMS ELSEWHERE WERE CURTAILED DUE TO COVID RESTRICTIONS.YOUNG ARTIST TRAINING PROGRAMS INCLUDED TWO FREE PUBLIC MASTERCLASSES AT THE SAN FRANCISCO CONSERVATORY OF MUSIC BY SHUNSKE SATO, VIOLIN, IN PERSON AND LIVE STREAMED, AND BY WILLIAM SKEEN, CELLO. AN EDUCATIONAL PARTNERSHIP WITH JUILLIARD415 IN JANUARY INCLUDED A SIDE-BY-SIDE (CONTINUED ON SCHEDULE O)Expenses $120,663
- DEVELOPMENTExpenses $24,776
- BROADCASTSPHILHARMONIA BAROQUE ORCHESTRA IS FEATURED IN A MONTHLY LOCAL ONE-HOUR RADIO PROGRAM BROADCAST ON KDFC.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].
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 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2848318
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $6,237,661
- Income (IRS master file)
- $5,109,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,109,247 | $3,131,943 | $6,237,661 | IRS |
| 990 | June 2024 | $1,818,355 | $3,618,564 | $3,744,390 | IRS |
| 990 | June 2023 | $2,144,721 | $5,274,263 | $5,260,038 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $4,824,687 | $5,296,999 | $8,005,058 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Paul Sugarman Filed under this EIN, most likely by a chapter or affiliate | June 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-2848318).
Questions about PHILHARMONIA BAROQUE ORCHESTRA & CHORALE
- What is the EIN of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE?
- The employer identification number (EIN) of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE is 94-2848318.
- Is PHILHARMONIA BAROQUE ORCHESTRA & CHORALE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to PHILHARMONIA BAROQUE ORCHESTRA & CHORALE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILHARMONIA BAROQUE ORCHESTRA & CHORALE 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 PHILHARMONIA BAROQUE ORCHESTRA & CHORALE 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 PHILHARMONIA BAROQUE ORCHESTRA & CHORALE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE?
- The 990 for the year ended June 30, 2025 names ANNE KATZ.
- Who are the officers and directors of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE?
- The 990 for the year ended June 30, 2025 lists 18 people; 4 received compensation from the organization, the highest $211,268 (SHARON DOLAN, INTERIM ED).
- How much revenue does PHILHARMONIA BAROQUE ORCHESTRA & CHORALE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,109,247, expenses of $3,131,943 and total assets of $6,237,661 at year end.
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