BERKELEY TRADITIONAL MUSIC FOUNDATION (EIN 273945670) - 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

2010

Legal Domicile

Principal Officer

CLAYTON SHELVIN

Phone

5108591113

Tax Period

2023-01-01 to 2023-12-31

Mission

TO SUPPORT THE EXEMPT FUNCTIONS OF THE SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (DBA FREIGHT & SALVAGE COFFEEHOUSE) TO PRESERVE TRADITIONAL MUSIC AND HOLD THE BUILDING FOR THE SUPPORTED ORGANIZATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $48,793

Program Expenses $147,476

Other Expenses $281,551

TOTAL EXPENSES $281,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$7,064	-1.0%
Expenses	$281,551	$275,272	+0.0%
Net Income	N/A	$-268,208	N/A

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

N/A

Volunteers

N/A

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

$341,321

Total Directors

$16,910

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH SEJA-MIN	CO-CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA HIGBIE	CO-CHAIR	1.00	Officer Director	$0	$0	$16,910
WILLIAM HAGGERTY	TREASURER	1.00	Officer Director	$0	$0	$0
RUSSELL POLLOCK	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON WASHINGTON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CALVIN ENG THRU 51524	INTERIM MANAGING DIRECTOR	1.00	Officer	$0	$6,778	$138,318
PETER WILLIAMS	ARTISTIC DIRECTOR	1.00	Officer	$0	$600	$142,560
CLAYTON SHELVIN AS OF 9123	MANAGING DIRECTOR	1.00	Officer	$0	$200	$43,533

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	No data	$281,551	$7,991,549	No data
2022	$7,064	$275,272	$8,266,821	$-268,208
2021	No data	$294,725	$8,542,092	No data
2020	No data	$281,129	$8,817,365	No data
2019	No data	$280,860	$9,093,236	No data
2018	No data	$281,282	$9,368,508	No data

BERKELEY TRADITIONAL MUSIC FOUNDATION