San Francisco Early Music Society

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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

1976

Legal Domicile

Principal Officer

DEREK TAM

Phone

5108313077

Tax Period

2024-09-01 to 2025-08-31

San Francisco Early Music Society, founded in 1976, is a small nonprofit that reported $738K in total revenue in fiscal year 2024. Expenses of $845K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE SAN FRANCISCO EARLY MUSIC SOCIETY IS THE BAY AREAS PORTAL FOR EARLY MUSIC PROMOTING ENGAGEMENT WITH HISTORICALLY INFORMED PERFORMANCE SPANNING CENTURIES AND CULTURES AND CREATING A COMMUNITY REFLECTIVE OF OUR REGIONS DIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $241,492 Revenue: $195,025

EDUCATIONAL WORKSHOPS - FIVE WEEKS OF IN-PERSON CLASSES FOR AMATEUR AND PRE-PROFESSIONAL MUSICIANS ON VARIOUS TOPICS IN EARLY MUSIC.

Program 2

Expenses: $372,702 Revenue: $169,821

CONCERT SEASON - PRESENTING LIVE CONCERTS IN THE SAN FRANCISCO BAY AREA FEATURING LOCAL AND INTERNATIONAL ENSEMBLES AND ADJUNCT ONLINE PROGRAMS AS WELL AS THE BIENNIAL BERKELEY FESTIVAL & EXHIBITION...

Program 3

Expenses: $103,020 Revenue: $76,596

COMMUNITY OUTREACH PROGRAM - A PER-SERVICE ORCHESTRA AVAILABLE FOR HIRE TO SUPPORT LOCAL CHORAL ORGANIZATIONS AN ONLINE NEWSLETTER CALENDAR CLEARINGHOUSE FOR LOCAL EARLY MUSIC EVENTS AND AN AFFILIATE PROGRAM THAT PROVIDES FISCAL SPONSORSHIP AND OTHER SUPPORT TO APPR. TWENTY AFFILIATED EARLY MUSIC ENSEMBLES AND TEACHING ORGANIZATIONS,

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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 $321,260

Program Service Revenue $400,955

Investment Income $9,775

Other Revenue $5,743

TOTAL REVENUE $737,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,295

Fundraising Expenses $34,199

Program Expenses $717,214

Other Expenses $478,523

TOTAL EXPENSES $844,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,733	$774,708	0.0%
Expenses	$844,818	$981,591	-0.1%
Net Income	$-107,085	$-206,883	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA BERSOHN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL KRAJEWSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDALL MATAMOROS	TREASURER	3.00	Officer Director	$0	$0	$0
JEFFREY ANGELL	SECRETARY	2.00	Officer Director	$0	$0	$0
MARIE BERTILLION COLLINS	TRUSTEE	1.00	Director	$0	$0	$0
JULIETTE FARACO	TRUSTEE	1.00	Director	$0	$0	$0
VIOLET GRGICH	TRUSTEE	1.00	Director	$0	$0	$0
ANN GUI	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE JOHNSON HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN STEWART	TRUSTEE	1.00	Director	$0	$0	$0
PAUL SWATEK	TRUSTEE	1.00	Director	$0	$0	$0
LOREN TAYERLE	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH WILLIAMS	TRUSTEE	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	$737,733	$844,818	$398,683	$-107,085
2024	$774,708	$981,591	$314,985	$-206,883
2023	$781,416	$606,101	$560,405	$175,315
2022	$894,415	$738,498	$360,709	$155,917
2021	$396,949	$330,910	$223,745	$66,039
2020	$568,263	$450,115	$164,584	$118,148
2019	$589,181	$585,322	$63,467	$3,859
2018	$742,784	$715,582	$66,644	$27,202