Portland Baroque Orchestra
- Assets
- $709.7k
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 27
- Location
- Portland, OR
- Founding
- 03/1986
- Data as of
- 06/2022
- EIN
- 93-0901924
Organization Overview
Portland Baroque Orchestra is located in Portland, OR. The organization was established in 1986. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Portland Baroque Orchestra employed 27 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Portland Baroque Orchestra is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Portland Baroque Orchestra generated $1.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $1.1m during the year ending 06/2022. While expenses have increased by 2.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PRODUCING INTIMATE AND HISTORICALLY INFORMED INTERPRETATIONS OF MUSIC COMPOSED BEFORE 1840.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RETURN TO LIVE PERFORMANCE & DIGITAL PROGRAMMING/LIVESTREAMED CONCERTS: FOR THE 2021/22 SEASON PBO PRESENTED A HYBRID SEASON OF BOTH IN-PERSON AND ONLINE STREAMED CONCERTS OF BAROQUE AND EARLY CLASSICAL MUSIC PERFORMED BY PROFESSIONAL PAID MUSICIANS. TO REMAIN CONNECTED TO OUR CONSTITUENTS AND SERVE A BROAD COMMUNITY STILL IN ISOLATION DUE TO COVID-19, PBO RELEASED ONE FILMED PRODUCTION AND FOUR IN-PERSON CONCERTS WITH ACCOMPANYING FREE LIVESTREAMS ON YOUTUBE. REVENUE REPORTED IS FROM TICKET SALES. EXPENSES ARE RELATED TO CONCERT PRODUCTION INCLUDING GUEST DIRECTORS, MUSICIAN FEES, TRANSPORTATION, FACILITY RENTALS, FILM CREW AND FRONT OF HOUSE STAFF. THE 21/22 SEASON WAS CURATED BY FOUR ARTISTIC ADVISORS FOLLOWING THE RETIREMENT OF TRAILBLAZING PBO ARTISTIC DIRECTOR, VIOLINIST MONICA HUGGETT. THE ARTISTIC ADVISORS WERE BYRON SCHENKMAN, AISSLINN NOSKY, GARY THOR WEDOW, AND JONATHAN WOODY. THEY REPRESENT A 40-YEAR AGE SPAN; THREE GENDERS; AND THREE ETHNIC BACKGROUNDS. THE FILMED PRODUCTION BACH, BAYREUTH, AND BUH-ROKE WAS LED BY BYRON SCHENKMAN AND INCLUDED PBO'S FIRST-EVER CONTEMPORARY COMMISSION WRITTEN BY PORTLAND COMPOSER DAMIEN GETER. IN-PERSON CONCERTS WERE PRESENTED FOR TWO PERFORMANCES EACH AND WERE: CONCERTI GROSSI; MENDELSSOHN'S LIBRARY; BYRON, BON, AND BRANDENBURG 5; AND VOICES OUT OF THE DARKNESS: BACH CANTATAS. TO REMAIN FLEXIBLE IN A CHANGING PUBLIC HEALTH ENVIRONMENT PBO SOLD SINGLE TICKETS RATHER THAN OUR USUAL SUBSCRIPTION MODEL, RESULTING IN 1,347 IN-PERSON TICKETS SOLD; ONLY 29% OF OUR PROJECTIONS AND RESULTING IN 85% LESS IN TICKET REVENUE THAN PRE-PANDEMIC SEASONS. HOWEVER, ONLINE VIEWERSHIP DURING THE SEASON OF OUR TWO YOUTUBE CHANNELS WAS 71,954 TO A WORLDWIDE AUDIENCE.OUR LIVESTREAMS ARE FREE AND ACCESSIBLE, BROADENING OUR REACH, AMPLIFYING THE ROLE OF DIVERSE ARTISTS, AND FEATURING OUR PASSION FOR PERIOD PERFORMANCE AND MASTERY OF CRAFT. OUR YOUTUBE VIDEOS REACH A YOUNGER DEMOGRAPHIC. WE ADVANCED REPRESENTATION ON SCREEN AND 22% OF THE ARTISTS EMPLOYED IN 21/22 WERE PEOPLE OF COLOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Abigail Mckee Executive Director | Officer | 40 | $120,400 |
William F Willingham Chair | OfficerTrustee | 15 | $0 |
John K Cox Secretary | OfficerTrustee | 2 | $0 |
Susan Bach Treasurer | OfficerTrustee | 5 | $0 |
David Pearson Interim Executive Director | Officer | 32 | $0 |
Ruth Poindexter Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $661,051 |
| All other contributions, gifts, grants, and similar amounts not included above | $406,671 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,067,722 |
| Total Program Service Revenue | $109,417 |
| Investment income | $86 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,488 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,187,093 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $123,653 |
| Compensation of current officers, directors, key employees. | $39,943 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $388,416 |
| Pension plan accruals and contributions | $7,388 |
| Other employee benefits | $28,126 |
| Payroll taxes | $44,516 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $29,473 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $7,572 |
| Advertising and promotion | $38,641 |
| Office expenses | $13,027 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $86,467 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,300 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,207 |
| Insurance | $6,103 |
| All other expenses | $0 |
| Total functional expenses | $1,090,319 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $20 |
| Savings and temporary cash investments | $257,944 |
| Pledges and grants receivable | $293,125 |
| Accounts receivable, net | $2,481 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $7,450 |
| Prepaid expenses and deferred charges | $25,897 |
| Net Land, buildings, and equipment | $109,186 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $13,569 |
| Other assets | $0 |
| Total assets | $709,672 |
| Accounts payable and accrued expenses | $15,763 |
| Grants payable | $0 |
| Deferred revenue | $131,484 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $39,216 |
| Total liabilities | $186,463 |
| Net assets without donor restrictions | $423,749 |
| Net assets with donor restrictions | $99,460 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $709,672 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that Portland Baroque Orchestra has recieved totaling $119,458.
| Awarding Organization | Amount |
|---|---|
James F And Marion L Miller Foundation Portland, OR PURPOSE: OSI RENEWAL | $50,000 |
Regional Arts & Culture Council Portland, OR PURPOSE: GENERAL OPERATING SUPPORT | $37,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $12,283 |
Rose E Tucker Charitable Trust Milwaukee, WI PURPOSE: GENERAL OPERATING | $7,500 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $5,100 |
The Swigert Foundation Portland, OR PURPOSE: TOWARD LIVESTREAMS | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
San Diego Symphony Orchestra Association San Diego, CA | $168,111,113 | $56,683,795 |
Oregon Symphony Association Portland, OR | $27,740,551 | $13,773,397 |
Pacific Symphony Irvine, CA | $52,133,763 | $17,603,170 |
San Diego Symphony Foundation San Diego, CA | $121,018,561 | $925,945 |
Spokane Symphony Society Spokane, WA | $21,554,106 | $5,421,713 |
Philharmonia Baroque Orchestra & Chorale San Francisco, CA | $8,005,058 | $4,824,687 |
Santa Rosa Symphony Association Santa Rosa, CA | $23,001,628 | $6,302,463 |
Pasadena Symphony Association Pasadena, CA | $11,596,205 | $5,563,647 |
Santa Barbara Symphony Orchestra Association Santa Barbara, CA | $1,028,763 | $2,763,199 |
The Los Angeles Chamber Orchestra Society Inc Los Angeles, CA | $5,194,806 | $3,490,076 |
Eugene Symphony Association Inc Eugene, OR | $630,258 | $3,023,786 |
Boise Philharmonic Association Inc Boise, ID | $1,686,396 | $2,920,206 |