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California · Nonprofit

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE (California) receives grants from 26 organizations whose IRS filings report $4,361,794 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($1,022,025). 19 of them have funded it in more than one year, and 65% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$5.1M
Funders on record
26
Grants received
$4.4M
Net assets
$5.1M
19/26 repeat funderspeak grant-dependency 34%
01What it does

What Philharmonia Baroque Orchestra & Chorale does

Mission

See mission statement starting on page 1 and continuing on schedule o

As stated on its FY2025 Form 990.

Programs

  1. 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…

    $1,377,294 spent
    76% of program spending
  2. 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.

    $284,523 spent
    16% of program spending
  3. 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)

    $120,663 spent
    7% of program spending
  4. Development

    $24,776 spent
    1% of program spending
  5. 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…

The 5 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,807,256.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($3.5M) Expenses 100 ($3.6M) Net assets 100 ($3.6M)2018 Revenue 130 ($4.5M) Expenses 88 ($3.1M) Net assets 146 ($5.3M)2019 Revenue 151 ($5.3M) Expenses 111 ($4.0M) Net assets 186 ($6.8M)2020 Revenue 133 ($4.6M) Expenses 115 ($4.1M) Net assets 206 ($7.5M)2021 Revenue 52 ($1.8M) Expenses 59 ($2.1M) Net assets 224 ($8.1M)2022 Revenue 139 ($4.8M) Expenses 149 ($5.3M) Net assets 192 ($7.0M)2023 Revenue 62 ($2.1M) Expenses 148 ($5.3M) Net assets 124 ($4.5M)2024 Revenue 52 ($1.8M) Expenses 101 ($3.6M) Net assets 85 ($3.1M)2025 Revenue 147 ($5.1M) Expenses 88 ($3.1M) Net assets 139 ($5.1M)
'17'18'19'20'21'22'23'24'25
Revenue (147)Expenses (88)Net assets (139)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $8.0M to $5.3M (−34%).

$4.3M
$6.0M
$7.8M
$8.5M
$9.6M
$8.0M
$5.3M
$3.7M
$6.2M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 4% · 2018 6% · 2019 2% · 2020 6% · 2021 20% · 2022 13% · 2023 11% · 2024 1% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.

88% of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.

−$85k
’17
$1.4M
’18
$1.3M
’19
$508k
’20
−$268k
’21
−$472k
’22
−$3.1M
’23
−$1.8M
’24
$2.0M
’25
4.3
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed262524222020202018
Joined·+1+0+0+0+2+1+3+5
No longer listed·21222137
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 9 funders to 12 funders, grant income rose $274k → $729k.

10 of 26 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 65% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE has a broad base — no single funder exceeds 23% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

65% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund PHILHARMONIA BAROQUE ORCHESTRA & CHORALE.

23%
largest funder
47%
top three
~9
effective funders

Largest funder’s share by year: 2017 29% · 2018 33% · 2019 24% · 2020 53% · 2021 20% · 2022 40% · 2023 54% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

53% of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE's funders are still giving 3 years after their first grant; 73% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

65% of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1.5M that is directly attributable, 77% of it comes from California funders.

NY
MA
NV
OH
CA
NC

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $2.8M arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

PHILHARMONIA BAROQUE ORCHESTRA & CHORALE runs a healthier operating margin than three-quarters of the 3,230 arts & culture nonprofits its size.

Operating margin39% · top quartile
Months of reserve4.3mo · above the median
Revenue growth (annualized)5% · below the median

this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025

Government funding PHILHARMONIA BAROQUE ORCHESTRA & CHORALE receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $140k on record.

Federal$140k
grants $140kcontracts $0
17
18
19
20
21
22
23
Top agencies
  • National Endowment for the Arts$140k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like PHILHARMONIA BAROQUE ORCHESTRA & CHORALE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

58% of spending goes to programs.

Program 58%Management 20%Fundraising 22%

Governance

13
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

57%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 1 related entity

  • Pbo Period Instrument Trust · exempt

Screen this organization

A dated, signed PDF of the compliance screen for PHILHARMONIA BAROQUE ORCHESTRA & CHORALE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds PHILHARMONIA BAROQUE ORCHESTRA & CHORALE?
PHILHARMONIA BAROQUE ORCHESTRA & CHORALE (California) receives grants from 26 organizations whose IRS filings report $4,361,794 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($1,022,025). 19 of them have funded it in more than one year, and 65% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does PHILHARMONIA BAROQUE ORCHESTRA & CHORALE have?
IRS filings report 26 organizations giving $4,361,794 in grants to PHILHARMONIA BAROQUE ORCHESTRA & CHORALE, 19 of which have funded it in more than one year.
Who is the largest funder of PHILHARMONIA BAROQUE ORCHESTRA & CHORALE?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $1,022,025 in grants. The full list of funders is on this page.
How can an organization like PHILHARMONIA BAROQUE ORCHESTRA & CHORALE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Philharmonia Baroque Orchestra & Chorale →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 26 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing