BREAD & ROSES PRESENTS

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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

1974

Legal Domicile

Principal Officer

DAVE PERRON

Phone

4159457120

Tax Period

2023-01-01 to 2023-12-31

BREAD & ROSES PRESENTS, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $756K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $2.2M represent 35 months of operating reserves.

Mission

To bring hope, healing and joy through live music and the performing arts to children, adults, and seniors who are disadvantaged, marginalized, or otherwise isolated in diverse institutional settings in the San Francisco Bay Area.

Program Service Accomplishments

Program 1

Expenses: $292,012

BREAD & ROSES COMBATS HOPELESSNESS, PROMOTES HEALING, AND UPLIFTS SPIRITS BY PRODUCING ANNUALLY MORE THAN 500 FREE LIVE, HIGH QUALITY PERFORMANCES (MUSIC, COMEDY,DANCE, ETC.) FOR ISOLATED AND...

BREAD & ROSES COMBATS HOPELESSNESS, PROMOTES HEALING, AND UPLIFTS SPIRITS BY PRODUCING ANNUALLY MORE THAN 500 FREE LIVE, HIGH QUALITY PERFORMANCES (MUSIC, COMEDY,DANCE, ETC.) FOR ISOLATED AND INSTITUTIONALIZED CHILDREN, TEENS, ADULTS AND ELDERS IN MORE THAN 120 SAN FRANCISCO BAY AREA INSTITUTIONS (HOSPITALS, HOMELESS SHELTERS, DRUG & ALCOHOL REHAB, SPECIAL NEEDS SCHOOLS, JAILS AND MORE.)BREAD & ROSES WOULD NOT HAVE BEEN ABLE TO PRODUCE 509 SHOWS THIS YEAR WITHOUT THE USE OF 283 VOLUNTEERS, INCLUDING 235 MUSICIANS AND 48 OTHER VOLUNTEERS WHO ASSIST WITH EVENTS AND OFFICE WORK. THE VALUE OF IN-KIND SERVICES THAT ARE REQUIRED TO BE RECOGNIZED ON THE FINANCIAL STATEMENTS TOTALED $297,474 DURING CURRENT FISCAL YEAR.(CONTINUED ON SCHEDULE O)

Program 2

Expenses: $213,705

BREAD & ROSES PROVIDES EDUCATION REGARDING ITS INSTITUTIONALIZED AUDIENCES TO THE PUBLIC IN NEWSLETTERS, ON ITS WEBSITE, AND AT COMMUNITY EVENTS AND CONCERTS, THEREBY RAISING AWARENESS OF THE NEEDS...

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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 $902,109

Program Service Revenue $0

Investment Income $80,884

Other Revenue $-226,988

TOTAL REVENUE $756,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,418

Fundraising Expenses $228,508

Program Expenses $505,717

Other Expenses $319,251

TOTAL EXPENSES $795,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$756,005	$854,308	-0.1%
Expenses	$795,669	$745,869	+0.1%
Net Income	$-39,664	$108,439	-1.4%

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

283

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

$131,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE PERRON	Executive Dir.	40.00	Officer	$125,000	$6,000	$131,000
MATT JAFFE	Director	1.00	Director	$0	$0	$0
RAJ GOPAL	Director	1.00	Director	$0	$0	$0
JOHN AMSTER	Director	1.00	Director	$0	$0	$0
GENE BARNES	Director	1.00	Director	$0	$0	$0
CATHERINE LESS	Treasurer	1.00	Officer Director	$0	$0	$0
ROBIN EBER	Director	1.00	Director	$0	$0	$0
DONNA MEZIAS	Secretary	1.00	Officer Director	$0	$0	$0
TERRY NOYER	Director	1.00	Director	$0	$0	$0
JANE SCOTT	Director	1.00	Director	$0	$0	$0
SHAINA KERRIGAN	Director	1.00	Director	$0	$0	$0
JOHN BOTTI	Chairman	1.00	Officer Director	$0	$0	$0
MATT MCWRIGHT	Director	1.00	Director	$0	$0	$0
ALEX WELLINS	Director	1.00	Director	$0	$0	$0
BURL TOLER	Director	1.00	Director	$0	$0	$0
ADAM FELLS	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
2024	No data	No data	No data	No data
2023	$756,005	$795,669	$2,430,011	$-39,664
2022	$854,308	$745,869	$2,376,137	$108,439
2021	$906,079	$713,364	$2,320,289	$192,715
2020	$1,241,534	$739,654	$1,989,025	$501,880
2019	$922,485	$824,350	$1,332,848	$98,135
2018	$860,820	$749,066	$1,095,076	$111,754