BILL GRAHAM MEMORIAL FOUNDATION

EIN: 262350485 501(c)(3) Philanthropy & Grantmaking

BERKELEY, CA

Total Revenue
$680,276
Total Expenses
$224,775
Total Assets
$992,896
Net Assets
$992,896
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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
2008
Legal Domicile
CA
Principal Officer
BOB BARSOTTI
Phone
5105592111
Tax Period
2025-01-01 to 2025-12-31

BILL GRAHAM MEMORIAL FOUNDATION, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $680K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $456K, a strong 67% operating margin.

Mission

THE MISSION OF THE BILL GRAHAM MEMORIAL FOUNDATION IS THE ADMINISTRATION OF GRANTS PRIMARILY IN THE AREAS OF MUSIC, THE ARTS AND EDUCATION WHILE ALSO SUPPORTING SOCIAL WORK, ENVIRONMENTAL PROTECTION AND SPIRITUAL AND COMPASSIONATE PROJECTS IN THE COMMUNITY. THE FOUNDATION ALSO ORGANIZES AND IMPLEMENTS EDUCATION AND OUTREACH PROGRAMS, EXHIBITIONS AND OTHER EVENTS AND PROJECTS IN LIKE AREAS WHICH CARRY BILL GRAHAMS LIFE STORY FORWARD AND KEEP HIS SPIRIT OF PHILANTHROPY ALIVE.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $690,437
Program Service Revenue $0
Investment Income $6,804
Other Revenue $-16,965
TOTAL REVENUE $680,276

Expense Breakdown

Grants Paid $118,500
Salaries & Benefits $80,100
Fundraising Expenses $0
Program Expenses $180,034
Other Expenses $26,175
TOTAL EXPENSES $224,775

Year-over-Year Comparison

2025 2024 Change
Revenue $680,276 $562,148 +0.2%
Expenses $224,775 $199,498 +0.1%
Net Income $455,501 $362,650 +0.3%
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

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
25

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
7
$80,100
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BONNIE SIMMONS Executive Dir. 40.00
Officer
$80,100 $0 $80,100
BOB BARSOTTI President 1.00
Officer Director
$0 $0 $0
RITA GENTRY Vice President 1.00
Officer Director
$0 $0 $0
RICHARD IDELL Vice President 1.00
Officer Director
$0 $0 $0
ELENA PENA Secretary 1.00
Officer Director
$0 $0 $0
RICK SWIG Vice President 1.00
Officer Director
$0 $0 $0
DANNY SCHER CFO/TREASURER 1.00
Officer Director
$0 $0 $0
MICHAEL BAILEY Director 1.00
Director
$0 $0 $0
DANNY ZELISKO Director 1.00
Director
$0 $0 $0
ALEX GRAHAM Director 1.00
Director
$0 $0 $0
DAVID GRAHAM Director 1.00
Director
$0 $0 $0
AMIE BAILEY Director 1.00
Director
$0 $0 $0
LANCE MILLER Director 1.00
Director
$0 $0 $0
JAMES OLNESS Director 1.00
Director
$0 $0 $0
ARLENE OWSEICHIK Director 1.00
Director
$0 $0 $0
CYNTHIA PARSONS Director 1.00
Director
$0 $0 $0
JERRY POMPILI Director 1.00
Director
$0 $0 $0
DAVE REPP Director 1.00
Director
$0 $0 $0
DAVID MAYERI Director 1.00
Director
$0 $0 $0
JACQUELINE SABEC Director 1.00
Director
$0 $0 $0
MORTY WIGGINS Director 1.00
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
2025 $680,276 $224,775 $992,896 $455,501
2024 No data No data No data No data
2020 $210,589 $170,338 $164,547 $40,251
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