AArts, Culture & HumanitiesEIN: 236227203· Ruling Year: 1934

Philadelphia Orchestra Association Trust Endowment Fund

Pittsburgh, Pennsylvania

B+Health Score
71B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 2 peers in Arts, Culture & Humanities with $1M-$10M revenue

💰
$1.3M
Total Revenue
📊
$1.3M
Total Expenses
🏦
$17.9M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+180.8%
Year-over-year change (2022 → 2023)
Net Margin
-1.6%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,253,317181%$1,272,7463%$17,911,877
2022$446,33644%$1,313,0796%$17,948,9065%
2021$803,953210%$1,238,9035%$18,818,0762%
2020$259,114118%$1,184,5101%$19,252,0826%
2019-$1,444,485169%$1,173,1636%$20,545,07610%
2018$2,107,4702932%$1,247,0836%$22,803,4214%
2017$69,51693%$1,178,9485%$21,942,8705%
2016$1,062,76652%$1,240,06114%$23,052,3021%
2015$2,192,74715%$1,439,54717%$23,229,5983%
2014$1,911,51616%$1,231,583100%$22,456,0533%
2013$2,263,051140%$616,90365%$23,241,95412%
2012$942,8117%$1,744,11625%$20,782,3634%
2011$1,009,148$1,400,840$21,584,078

Frequently Asked Questions

What does Philadelphia Orchestra Association Trust Endowment Fund do?

Philadelphia Orchestra Association Trust Endowment Fund is a arts, culture & humanities nonprofit organization based in Pennsylvania. It is classified under NTEE code A110 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Philadelphia Orchestra Association Trust Endowment Fund financially healthy?

Based on our 9-metric Financial Health Score model, Philadelphia Orchestra Association Trust Endowment Fund has a score of 71/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Philadelphia Orchestra Association Trust Endowment Fund generate?

Philadelphia Orchestra Association Trust Endowment Fund reports $5.3M in annual revenue and holds $21.9M in total assets, based on IRS filings.

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