Berkeley Symphony Orchestra is located in Berkeley, CA. The organization was established in 1973. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 07/2022, Berkeley Symphony Orchestra employed 74 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berkeley Symphony Orchestra is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2022, Berkeley Symphony Orchestra generated $1.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.0% each year. All expenses for the organization totaled $1.5m during the year ending 07/2022. While expenses have increased by 4.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF BERKELEY SYMPHONY IS TO CELEBRATE OUR UNIQUE AND DIVERSE COMMUNITY THROUGH MUSIC-CREATING LIVE PERFORMANCES AND EDUCATIONAL PROGRAMS TO ENGAGE THE CURIOSITY, SPIRIT, AND INTELLECT OF OUR AUDIENCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
REGULAR SEASON CONCERTS:DURING THE 2021/2022 SEASON, BERKELEY SYMPHONY CELEBRATED ITS 50TH ANNIVERSARY SEASON. THE SEASON INCLUDED NEW TAKES ON FAMILIAR CLASSICS FROM STRAVINSKYS FIREBIRD SUITE; TO A UNIQUE RETELLING OF PROKOFIEVS PETER AND THE WOLF; TO THE SEASON FINALE, WHERE BERKELEY SYMPHONY PRESENTED BEETHOVENS MONUMENTAL NINTH SYMPHONY WITH A BRAND NEW LIBRETTO BY FORMER U.S. POET LAUREATE TRACY K. SMITH. BERKELEY SYMPHONY'S 50TH ANNIVERSARY CELEBRATION ALSO OFFERED TWO BERKELEY SYMPHONY WORLD PREMIERE COMMISSIONS: A CELEBRATORY WORK FROM DERRICK SKYE (FORMERLY SPIVA JR.) AND A RIVETING NEW PIECE FROM BERKELEY-BASED COMPOSER JIMMY LPEZ.
EDUCATIONAL OUTREACH: BERKELEY SYMPHONYS MUSIC IN THE SCHOOLS (MITS) PROGRAM PROVIDES COMPREHENSIVE, AGE-APPROPRIATE MUSIC EDUCATION TO OVER 4600 BERKELEY PUBLIC STUDENTS EACH YEAR AT NO COST TO THE STUDENTS OR THEIR FAMILIES. RECOGNIZED AS ONE OF THE COUNTRYS TOP MUSIC EDUCATION PROGRAMS, MITS IS RUN IN PARTNERSHIP WITH THE BERKELEY UNIFIED SCHOOL DISTRICT AND HELPS STUDENTS FULFILL THE CALIFORNIA PERFORMING ARTS CONTENT STANDARDS AND PROVIDES NEW WAYS OF APPROACHING OTHER SUBJECTS IN THE CORE CURRICULUM.
NON-RECURRING CONCERTS AND ACTIVITIES: BERKELEY SYMPHONY MAINTAINS A STRONG AND IMPORTANT PRESENCE IN THE MUSICAL COMMUNITY THROUGHOUT THE YEAR VIA STRATEGIC PARTNERSHIPS WITH OTHER LOCAL ARTS ORGANIZATIONS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jim Tibbs Executive Dir. | Officer | 40 | $82,609 |
Ren Mandel Artistic Dir. | Officer | 40 | $67,202 |
Paul Bennett President | OfficerTrustee | 4 | $0 |
Kathleen Henschel VP Governance | OfficerTrustee | 4 | $0 |
Kathleen Crandall VP Community | OfficerTrustee | 4 | $0 |
John Dewes Sec & Treasurer | OfficerTrustee | 4 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $337,850 |
Related organizations | $0 |
Government grants | $236,515 |
All other contributions, gifts, grants, and similar amounts not included above | $951,327 |
Noncash contributions included in lines 1a–1f | $37,679 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,525,692 |
Total Program Service Revenue | $224,958 |
Investment income | $0 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | -$51,686 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $2,099 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,701,063 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $247,349 |
Compensation of current officers, directors, key employees. | $61,399 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $439,774 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $37,437 |
Payroll taxes | $29,340 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $36,590 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $366,828 |
Advertising and promotion | $74,620 |
Office expenses | $6,350 |
Information technology | $3,070 |
Royalties | $0 |
Occupancy | $20,016 |
Travel | $49,904 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $1,662 |
Insurance | $5,732 |
All other expenses | $33,748 |
Total functional expenses | $1,465,733 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $556,389 |
Savings and temporary cash investments | $274,926 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $56,610 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $12,439 |
Net Land, buildings, and equipment | $831 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $23,572 |
Total assets | $924,767 |
Accounts payable and accrued expenses | $74,116 |
Grants payable | $0 |
Deferred revenue | $44,369 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $22,353 |
Total liabilities | $140,838 |
Net assets without donor restrictions | $778,929 |
Net assets with donor restrictions | $5,000 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $924,767 |
Over the last fiscal year, we have identified 8 grants that Berkeley Symphony Orchestra has recieved totaling $114,156.
Awarding Organization | Amount |
---|---|
Ann And Gordon Getty Foundation San Francisco, CA PURPOSE: TO PROMOTE THE FIELDS OF MUSIC, THE OPERA, AND THE SYMPHONY | $50,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $41,050 |
Morris Stulsaft Fdn San Francisco, CA PURPOSE: FOR THE MUSIC IN SCHOOLS PROGRAM SERVING 4,700 BERKELEY PUBLIC ELEMENTARY SCHOOL STUDENTS | $10,000 |
The Zellerbach Family Foundation San Francisco, CA PURPOSE: COMMUNITY ARTS COVID RESPONSE GRANT | $5,000 |
Zalec Familian And Lilian Levinson Foundation Albany, CA PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
Friendship Fund Inc Boston, MA PURPOSE: PROGRAM SUPPORT | $2,000 |
Organization Name | Assets | Revenue |
---|---|---|
San Diego Symphony Orchestra Association San Diego, CA | $168,111,113 | $56,683,795 |
Oregon Symphony Association Portland, OR | $27,740,551 | $13,773,397 |
Pacific Symphony Irvine, CA | $52,133,763 | $17,603,170 |
San Diego Symphony Foundation San Diego, CA | $121,018,561 | $925,945 |
Philharmonia Baroque Orchestra & Chorale San Francisco, CA | $8,005,058 | $4,824,687 |
Santa Rosa Symphony Association Santa Rosa, CA | $23,001,628 | $6,302,463 |
Tucson Symphony Society Tucson, AZ | $15,428,177 | $6,501,284 |
Phoenix Symphony Association Phoenix, AZ | $1,368,252 | $4,890,998 |
Pasadena Symphony Association Pasadena, CA | $11,596,205 | $5,563,647 |
Santa Barbara Symphony Orchestra Association Santa Barbara, CA | $1,028,763 | $2,763,199 |
The Los Angeles Chamber Orchestra Society Inc Los Angeles, CA | $5,194,806 | $3,490,076 |
Eugene Symphony Association Inc Eugene, OR | $630,258 | $3,023,786 |