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Bay Philharmonic

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$389k (2023)

Expenses
$513k (2023)

Total Assets
$51.6k (2023)

Total Liabilities
−$242 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$389,279
Expenses
$512,582
Net Income
-$123,303
Net Assets
$51,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,513
53.1%
Program Services $172,058
44.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,708
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $141,553
27.6%
Professional Fundraising Fees $0
Other Salaries and Wages $120,369
23.5%
Assets/Debt
Total Assets $51,611
Total Liabilities -$242
Net Assets $51,853
Compensation
Key Employees and Officers Compensation Related Other
Sandra Young (Treasurer) $0 $0 $0
Gregory Green (Trustee) $0 $0 $0
Lisa Lorenz (President) $0 $0 $0
Judy Lam (Trustee) $0 $0 $0
Thomas Handley (Vice President) $0 $0 $0
Mark Green (Trustee) $0 $0 $0
Merna Morse (Trustee) $0 $0 $0
Barbara Gorsuch (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$447,524
Expenses
$366,295
Net Income
$81,229
Net Assets
$175,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $302,550
67.6%
Program Services $139,974
31.3%
Investment Income $813
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,187
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $96,465
26.3%
Professional Fundraising Fees $0
Other Salaries and Wages $96,080
26.2%
Assets/Debt
Total Assets $185,132
Total Liabilities $9,976
Net Assets $175,156
Compensation
Key Employees and Officers Compensation Related Other
Sandra Young (Treasurer) $0 $0 $0
Gregory Green (Trustee) $0 $0 $0
Lisa Lorenz (President) $0 $0 $0
Judy Lam (Trustee) $0 $0 $0
Shirley Sisk (Trustee) $0 $0 $0
Eva Marie Tisdale (Trustee) $0 $0 $0
Beth Rasler (Trustee) $0 $0 $0
Thomas Handley (Vice President) $0 $0 $0
Audrey Kearns (Vice President) $0 $0 $0
Paul Iannaccone (Executive Dir.) $0 $0 $0
Mark Green (Trustee) $0 $0 $0
Merna Morse (Trustee) $0 $0 $0
Barbara Gorsuch (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$184,066
Expenses
$107,370
Net Income
$76,696
Net Assets
$91,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,683
59.0%
Program Services $71,545
38.9%
Investment Income $321
0.2%
Net Fundraising $3,517
1.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $153,928
Total Liabilities $62,516
Net Assets $91,412
Compensation
Key Employees and Officers Compensation Other
Paul Iannaccone (Executive Dir.) $48,000 $0
Mark Green (Trustee) $0 $0
Merna Morse (Trustee) $0 $0
Barbara Gorsuch (Secretary) $0 $0
Sandra Young (Trustee) $0 $0
Gregory Green (Trustee) $0 $0
Lisa Lorenz (President) $0 $0
Judy Lam (Trustee) $0 $0
Shirley Sisk (Trustee) $0 $0
Eva Marie Tisdale (Trustee) $0 $0
Beth Rasler (Treasurer) $0 $0
Thomas Handley (Trustee) $0 $0
Audrey Kearns (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$351,692
Expenses
$356,772
Net Income
-$5,080
Net Assets
$14,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,516
45.6%
Program Services $170,191
48.4%
Investment Income $328
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,657
5.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,240
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $128,224
35.9%
Assets/Debt
Total Assets $142,462
Total Liabilities $127,746
Net Assets $14,716
Compensation
Key Employees and Officers Compensation Related Other
Paul Iannaccon (Executive Dir.) $34,240 $0 $0
Caryl Dockter (Trustee) $0 $0 $0
Sandra Young (Trustee) $0 $0 $0
Gregory Green (Trustee) $0 $0 $0
Lisa Lorenz (Trustee) $0 $0 $0
Judy Lam (Trustee) $0 $0 $0
Shirley Sisk (Trustee) $0 $0 $0
Eva Marie Tisdale (Trustee) $0 $0 $0
Beth Rasler (Trustee) $0 $0 $0
Thomas Handley (Trustee) $0 $0 $0
Audrey Kearns (Trustee) $0 $0 $0
Mark Green (President) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Barbara Gorsuch (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$337,786
Expenses
$352,512
Net Income
-$14,726
Net Assets
$19,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,578
39.0%
Program Services $185,729
55.0%
Investment Income $145
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,334
6.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,800
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $153,646
43.6%
Assets/Debt
Total Assets $103,450
Total Liabilities $83,654
Net Assets $19,796
Compensation
Key Employees and Officers Compensation Related Other
Caryl Dockter (Trustee) $0 $0 $0
Marcella Schantz (Trustee) $0 $0 $0
Gregory Green (Trustee) $0 $0 $0
Lisa Lorenz (Trustee) $0 $0 $0
Judy Lam (Trustee) $0 $0 $0
Shirley Sisk (Trustee) $0 $0 $0
Eva Marie Tisdale (Trustee) $0 $0 $0
Lena Zee (Trustee) $0 $0 $0
Mark Green (President) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Barbara Gorsuch (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,457
Expenses
$242,788
Net Income
$21,669
Net Assets
$34,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,930
39.7%
Program Services $124,358
47.0%
Investment Income $132
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $35,037
13.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,877
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $136,432
56.2%
Assets/Debt
Total Assets $64,558
Total Liabilities $30,036
Net Assets $34,522
Compensation
Key Employees and Officers Compensation Related Other
Carole Klein (Trustee) $11,185 $0 $0
Judy Lam (Trustee) $10,692 $0 $0
Dr Charles Boyd (Trustee) $0 $0 $0
Steve Cho (Trustee) $0 $0 $0
Gregory Green (Trustee) $0 $0 $0
Shirley Sisk (Trustee) $0 $0 $0
Eva Marie Tisdale (Trustee) $0 $0 $0
Lena Zee (Trustee) $0 $0 $0
Mark Green (President) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Caryl Dockter (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,084
Expenses
$206,517
Net Income
$1,567
Net Assets
$12,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $130,918
62.9%
Program Services $55,518
26.7%
Investment Income $145
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,503
10.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $103,073
49.9%
Assets/Debt
Total Assets $77,034
Total Liabilities $64,181
Net Assets $12,853
Compensation
Key Employees and Officers Compensation Related Other
Mark Green (President) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Caryl Dockter (Secretary) $0 $0 $0
Dr Charles Boyd (Member) $0 $0 $0
Steve Cho (Member) $0 $0 $0
Gergory Green (Member) $0 $0 $0
Carole Klein (Member) $0 $0 $0
Judy Lam (Member) $0 $0 $0
Shirley Sisk (Member) $0 $0 $0
Eva Marie Tisdale (Member) $0 $0 $0
Lena Zee (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$261,848
Expenses
$260,765
Net Income
$1,083
Net Assets
$11,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,680
52.2%
Program Services $75,138
28.7%
Investment Income $116
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,711
19.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $203
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $116,734
44.8%
Assets/Debt
Total Assets $64,365
Total Liabilities $53,079
Net Assets $11,286
Compensation
Key Employees and Officers Compensation Related Other
Merna Morse (Vice President) $0 $0 $0
Caryl Dockter (Secretary) $0 $0 $0
Steve Cho (Director) $0 $0 $0
Mark Green (President) $0 $0 $0
Richard D King (Director) $0 $0 $0
Lena Zee (Director) $0 $0 $0
Carole Klein (Orchestra Representative) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Dr Charles Boyd (Director) $0 $0 $0
Andrew Draeseke (Director) $0 $0 $0
Shirley Sisk (Director) $0 $0 $0
Eva Maria Tisdale (Director) $0 $0 $0
Eman Isadiar (Executive Director) $0 $0 $0
David Bonaccorsi (Director) $0 $0 $0
Chris Chenoweth (Director) $0 $0 $0
Gregory Green (Director) $0 $0 $0
Judy Lam (Director) $0 $0 $0
Swaroop Patnaik (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$217,529
Expenses
$217,558
Net Income
-$29
Net Assets
$10,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,073
52.0%
Program Services $60,407
27.8%
Investment Income $116
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $43,408
20.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $525
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $107,922
49.6%
Assets/Debt
Total Assets $33,725
Total Liabilities $23,522
Net Assets $10,203
Compensation
Key Employees and Officers Compensation Related Other
Steve Pietkiewicz (Director) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Caryl Dockter (Secretary) $0 $0 $0
Jean Louie Willett (Director) $0 $0 $0
Steve Cho (Director) $0 $0 $0
Mark Green (President) $0 $0 $0
Richard D King (Director) $0 $0 $0
Lena Zee (Director) $0 $0 $0
Barbara Gorsuch (Director) $0 $0 $0
Carole Klein (Orchestra Representative) $0 $0 $0
Marie Smith (Treasurer) $0 $0 $0
Dr Charles Boyd (Director) $0 $0 $0
Andrew Draeseke (Director) $0 $0 $0
Shirley Sisk (Director) $0 $0 $0
Eva Maria Tisdale (Director) $0 $0 $0
Eman Isadiar (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$233,842
Expenses
$248,421
Net Income
-$14,579
Net Assets
$10,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,331
70.3%
Program Services $61,201
26.2%
Investment Income $156
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,924
3.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $230
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,754
40.2%
Assets/Debt
Total Assets $42,580
Total Liabilities $32,348
Net Assets $10,232
Compensation
Key Employees and Officers Compensation Related Other
Steve Pietkiewicz (President) $0 $0 $0
Merna Morse (Vice President) $0 $0 $0
Caryl Dokter (Secretary) $0 $0 $0
Jean Louie (Treasurer) $0 $0 $0
Steve Cho (Director) $0 $0 $0
Mark Green (Director) $0 $0 $0
Richard D King (Director) $0 $0 $0
Lena Zee (Director) $0 $0 $0
Barbara Gorsuch (Director) $0 $0 $0
Carole Klein (Orchestra Representative) $0 $0 $0
Lee Foster (Executive Director) $0 $0 $0
Gregory Van Sudmeier (Music Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$126,931
Expenses
$94,719
Net Income
$32,212
Net Assets
$24,811
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,475
55.5%
Program Services $13,830
10.9%
Investment Income $500
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $42,126
33.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $31,064
32.8%
Assets/Debt
Total Assets $105,528
Total Liabilities $80,717
Net Assets $24,811

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,250
Expenses
$263,777
Net Income
-$24,527
Net Assets
-$7,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,944
39.7%
Program Services $66,965
28.0%
Investment Income $516
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $76,575
32.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $250
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $116,537
44.2%
Assets/Debt
Total Assets $58,544
Total Liabilities $65,945
Net Assets -$7,401

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$251,280
Expenses
$283,998
Net Income
-$32,718
Net Assets
$17,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,741
44.5%
Program Services $67,837
27.0%
Investment Income $634
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $71,066
28.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $127,593
44.9%
Assets/Debt
Total Assets $57,591
Total Liabilities $40,465
Net Assets $17,126

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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