BERKELEY SYMPHONY ORCHESTRA

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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

Marion Atherton

Phone

5108412800

Tax Period

2024-08-01 to 2025-07-31

BERKELEY SYMPHONY ORCHESTRA, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $601K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 139% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $713,773

Symphonic Concerts: Berkeley Symphony offers symphonic concerts, three during fiscal year ended July 31, 2025, located at Zellerbach Hall, Berkeley.

Program 2

Expenses: $154,319

Music in the Schools: Berkeley Symphony provides award-winning comprehensive and year-round music education programs in all 11 Berkeley Public elementary schools and 3 middle schools.

Program 3

Expenses: $28,302

Berkeley Symphony & Friends Chamber Concerts: Berkeley Symphony's 5 chamber concerts provide opportunities for musicians to perform in the East Bay and expands our audience with performances in an...

Berkeley Symphony & Friends Chamber Concerts: Berkeley Symphony's 5 chamber concerts provide opportunities for musicians to perform in the East Bay and expands our audience with performances in an intimate chamber setting at Piedmont Center for the Arts.

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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 (2024)

Revenue Breakdown

Contributions & Grants $535,090

Program Service Revenue $147,367

Investment Income $33,480

Other Revenue $-114,531

TOTAL REVENUE $601,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $822,130

Fundraising Expenses $200,428

Program Expenses $896,394

Other Expenses $613,158

TOTAL EXPENSES $1,435,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$601,406	$2,121,014	-0.7%
Expenses	$1,435,288	$2,060,239	-0.3%
Net Income	$-833,882	$60,775	-14.7%

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

205

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

$122,500

Total Directors

$8,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marion Atherton	Executive Dir	40.00	Officer	$122,500	$0	$122,500
Michel Taddei	Director	2.00	Director	$8,847	$0	$8,847
Rigel Shimono-Robinson	President	4.00	Officer Director	$0	$0	$0
Sara Webber	VP Development	4.00	Officer Director	$0	$0	$0
Shikiri Hightower-Gaskin	Treas/Secty	4.00	Officer Director	$0	$0	$0
Kathleen Crandall	VP Community	4.00	Officer Director	$0	$0	$0
William Sandy McCoy	VP Governance	4.00	Officer Director	$0	$0	$0
Susan Acquistapace	Director	2.00	Director	$0	$0	$0
Jean Johnstone	Director	2.00	Director	$0	$0	$0
William Knuttel	Director	2.00	Director	$0	$0	$0
James Parrish Smith	Director	2.00	Director	$0	$0	$0
Thomas Reicher	Director	2.00	Director	$0	$0	$0
Ellen Singer-Vine	Director	2.00	Director	$0	$0	$0
Jessica Frye	Development Direct	40.00		$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
2025	$601,406	$1,435,288	$700,777	$-833,882
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