BERKELEY SYMPHONY ORCHESTRA (EIN 237219508) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

John Dewes

Phone

5108412800

Tax Period

2022-08-01 to 2023-07-31

BERKELEY SYMPHONY ORCHESTRA, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $530K, a strong 24% operating margin.

Mission

THE MISSION OF BERKELEY SYMPHONY IS TO CELEBRATE OUR UNIQUE AND DIVERSE COMMUNITY THROUGH MUSIC-CREATING LIVE PERFORMANCES AND EDUCATIONAL PROGRAMS TO ENGAGE THE CURIOSITY, SPIRIT, AND INTELLECT OF OUR AUDIENCES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,016,084

Program Service Revenue $196,810

Investment Income $18,113

Other Revenue $-35,141

TOTAL REVENUE $2,195,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $878,255

Fundraising Expenses $295,671

Program Expenses $1,058,645

Other Expenses $787,442

TOTAL EXPENSES $1,665,697

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,195,866	$1,701,063	+0.3%
Expenses	$1,665,697	$1,465,733	+0.1%
Net Income	$530,169	$235,330	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

172

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$118,332

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katy Kammeyer	Executive Dir.	40.00	Officer	$114,842	$3,490	$118,332
Paul Bennett	President	4.00	Officer Director	$0	$0	$0
Kathleen Henschel	VP Governance	4.00	Officer Director	$0	$0	$0
John Dewes	Treasurer	4.00	Officer Director	$0	$0	$0
Kathleen Crandall	VP Community	4.00	Officer Director	$0	$0	$0
Dianne Crosby	Seretary	4.00	Officer Director	$0	$0	$0
Deborah Gould	Director	2.00	Director	$0	$0	$0
Emma Moon	Director	2.00	Director	$0	$0	$0
Jan McCutcheon	Director	2.00	Director	$0	$0	$0
Janet Maestre	Director	2.00	Director	$0	$0	$0
Michel Taddei	Director	2.00	Director	$0	$0	$0
Rebecca Eichorn Erdiakoff	Director	2.00	Director	$0	$0	$0
Rigel Robinson	Director	2.00	Director	$0	$0	$0
Shariq Yosufzai	Director	2.00	Director	$0	$0	$0
Shikiri Hightower-Gaskin	Director	2.00	Director	$0	$0	$0
William Sandy McCoy	Director	2.00	Director	$0	$0	$0
Susan Acquistapace	Director	2.00	Director	$0	$0	$0
Thomas Reicher	Director	2.00	Director	$0	$0	$0
William Knuttel	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,195,866	$1,665,697	$1,471,216	$530,169
2022	$1,701,063	$1,465,733	$924,767	$235,330
2021	$1,057,783	$744,977	$813,272	$312,806
2020	$950,157	$1,161,871	$473,183	$-211,714
2019	$1,307,575	$1,349,157	$632,698	$-41,582

BERKELEY SYMPHONY ORCHESTRA