BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC

EIN: 942887073 501(c)(3) Arts, Culture & Humanities

BERKELEY, CA

Total Revenue
$4,967,707
Total Expenses
$5,567,265
Total Assets
$17,713,571
Net Assets
$17,068,312
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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
1984
Legal Domicile
CA
Principal Officer
CLAYTON SHELVIN
Phone
5108591113
Tax Period
2023-01-01 to 2023-12-31

BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC, founded in 1984, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.0M in total revenue in fiscal year 2023. Expenses of $5.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE FREIGHT AND SALVAGE PROMOTES PUBLIC AWARENESS AND UNDERSTANDING OF TRADITIONAL MUSIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,558,241
Program Service Revenue $3,039,415
Investment Income $134,945
Other Revenue $235,106
TOTAL REVENUE $4,967,707

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,223,365
Fundraising Expenses $523,808
Program Expenses $3,527,126
Other Expenses $3,343,900
TOTAL EXPENSES $5,567,265

Year-over-Year Comparison

2023 2022 Change
Revenue $4,967,707 $5,176,422 0.0%
Expenses $5,567,265 $4,591,141 +0.2%
Net Income $-599,558 $585,281 -2.0%
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
17
Independent Members
15
Employees
82
Volunteers
127

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
9
$417,320
Total Directors
17
$30,257
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA HIGBIE CO-CHAIR 1.00
Officer Director
$16,910 $0 $16,910
RUSSELL POLLOCK CO-CHAIR 1.00
Officer Director
$0 $0 $0
SHARON WASHINGTON VICE-CHAIR 1.00
Officer Director
$0 $0 $0
ELIZABETH SEJA MIN SECRETARY 1.00
Officer Director
$0 $0 $0
WILLIAM HAGGERTY TREASURER 1.00
Officer Director
$0 $0 $0
ROBERTA BROOKS BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLY DOTY BOARD MEMBER 1.00
Director
$0 $0 $0
BRYAN DYER BOARD MEMBER 1.00
Director
$13,347 $0 $13,347
RENEE HAYES BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN KRAUSS BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM DAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
SERGIO MAZARIEGOS BOARD MEMBER 1.00
Director
$0 $0 $0
MARCI RUBIN BOARD MEMBER 1.00
Director
$0 $0 $0
JONATHAN SIEGEL BOARD MEMBER 1.00
Director
$0 $0 $0
ANNA WEIDMAN BOARD MEMBER 1.00
Director
$0 $0 $0
ZAHAVAH LEVINE BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
CALVIN ENG THRU 51524 INTERIM MANAGING DIRECTOR 39.00
Officer
$131,540 $6,778 $138,318
PETER WILLIAMS ARTISTIC DIRECTOR 39.00
Officer
$141,960 $600 $142,560
CLAYTON SHELVIN AS OF 9123 MANAGING DIRECTOR 39.00
Officer
$43,333 $200 $43,533
LINDSEY CRAWFORD AS OF 11123 DIRECTOR OF FINANCE & ADMINISTRATION 39.00
Officer
$75,399 $600 $75,999
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 $4,967,707 $5,567,265 $17,713,571 $-599,558
2022 $5,176,422 $4,591,141 $18,237,375 $585,281
2021 $4,788,903 $2,788,519 $18,566,854 $2,000,384
2020 $2,623,995 $2,449,562 $15,862,249 $174,433
2019 $4,840,452 $4,550,356 $15,394,410 $290,096
2018 $5,020,456 $4,350,531 $15,154,920 $669,925
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