Civic Intelligence

Berkeley Symphony Orchestra

990 • Fiscal year 2021 • EIN 23-7219508

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 14, 2021

1942 University Avenue 104Berkeley, CA 94704

(510) 841-2800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.33x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.25x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

30%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

91st percentile

72%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

11%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$813,272

Up $340,089 (+72%) from 2020

Net Assets

Up

$548,599

Up $312,806 (+133%) from 2020

Liabilities

Up

$264,673

Up $27,283 (+11%) from 2020

Revenue

Up

$1,057,783

Up $107,626 (+11%) from 2020

Expenses

Down

$744,977

Down $416,894 (-36%) from 2020

Net Income

Up

$312,806

Up $524,520 (+248%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $603,546Liabilities 2012: $184,121Net Assets 2012: $419,4252012Assets 2013: $562,213Liabilities 2013: $213,545Net Assets 2013: $348,6682013Assets 2014: $365,639Liabilities 2014: $168,398Net Assets 2014: $197,2412014Assets 2015: $400,326Liabilities 2015: $151,780Net Assets 2015: $248,5462015Assets 2016: $363,696Liabilities 2016: $146,394Net Assets 2016: $217,3022016Assets 2017: $528,948Liabilities 2017: $153,578Net Assets 2017: $375,3702017Assets 2018: $604,745Liabilities 2018: $117,258Net Assets 2018: $487,4872018Assets 2019: $632,698Liabilities 2019: $185,191Net Assets 2019: $447,5072019Assets 2020: $473,183Liabilities 2020: $237,390Net Assets 2020: $235,7932020Assets 2021: $813,272Liabilities 2021: $264,673Net Assets 2021: $548,5992021Assets 2022: $924,767Liabilities 2022: $140,838Net Assets 2022: $783,9292022Assets 2023: $1,471,216Liabilities 2023: $157,118Net Assets 2023: $1,314,0982023Assets 2024: $1,566,836Liabilities 2024: $186,581Net Assets 2024: $1,380,2552024

Highlighted filing

2021

Assets$813,272
Liabilities$264,673
Net Assets$548,599

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,053,8492012Expenses 2013: $1,297,1342013Revenue 2014: $1,056,029Expenses 2014: $1,207,456Net Income 2014: -$151,4272014Revenue 2015: $1,405,564Expenses 2015: $1,354,259Net Income 2015: $51,3052015Revenue 2016: $1,062,265Expenses 2016: $1,093,509Net Income 2016: -$31,2442016Revenue 2017: $1,360,540Expenses 2017: $1,202,472Net Income 2017: $158,0682017Revenue 2018: $1,671,489Expenses 2018: $1,557,770Net Income 2018: $113,7192018Revenue 2019: $1,307,575Expenses 2019: $1,349,157Net Income 2019: -$41,5822019Revenue 2020: $950,157Expenses 2020: $1,161,871Net Income 2020: -$211,7142020Revenue 2021: $1,057,783Expenses 2021: $744,977Net Income 2021: $312,8062021Revenue 2022: $1,701,063Expenses 2022: $1,465,733Net Income 2022: $235,3302022Revenue 2023: $2,195,866Expenses 2023: $1,665,697Net Income 2023: $530,1692023Revenue 2024: $2,121,014Expenses 2024: $2,060,239Net Income 2024: $60,7752024

Highlighted filing

2021

Revenue$1,057,783
Expenses$744,977
Net Income$312,806
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$1,095,928
Mission and Program Overview

Mission

The Symphony is led by Joana Carneiro as Music Director who continues the tradition, with Kent Nagano as Conductor Laureate, of developing a distinctive brand of programming.

The mission of berkeley symphony is to champion symphonic music as a living art form - creating live performance and educational programs that engage the intellect, spark the curiosity, and delight the spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$342,602$649,402▲ $306,800
Savings and Temporary Cash Investments$57,792$103,223▲ $45,431
Prepaid Expenses and Deferred Charges$11,944$16,157▲ $4,213
Land, Buildings, and Equipment, Net$4,155$2,493▼ $1,662
Accounts Receivable-$1,350-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$473,183$813,272▲ $340,089
Other Assets Total$56,690$40,647▼ $16,043
Liabilities
Unsecured Notes Loans Payable$141,297$141,106▼ $191
Accounts Payable and Accrued Expenses$20,232$54,652▲ $34,420
Other Liabilities$56,690$38,013▼ $18,677
Deferred Revenue$19,171$30,902▲ $11,731
Total Liabilities$237,390$264,673▲ $27,283
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$170,793$531,432▲ $360,639
Net Assets With Donor Restrictions$65,000$17,167▼ $47,833
Total Net Assets Fund Balance$235,793$548,599▲ $312,806
Total Liabilities and Net Assets / Fund Balance$473,183$813,272▲ $340,089

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,493$2,493$4,986
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim TibbsExecutive DirectorFT$87,244$15,030$102,274
Ren MandelArtistic DirectorFT$70,269$13,034$83,303

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,085,415
Program Service Revenue
$10,513
Investment Income
$0
Other Revenue
$-38,145
All Other Contributions
$670,242
Change in Net Assets
$312,806

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$44,282Fair Market Value (FMV)
Other Non Cash Contri Table3$1,350Fair Market Value (FMV)
Total Noncash Contributions5$45,632-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,057,783
Revenue Not Reported on Form 990
$38,145
Total Revenue per Audited Statements
$1,095,928
Total Revenue per Form 990
$1,057,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$513,004
Other Expenses$231,973
Total Fundraising Expense$152,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$227,674$36,892$24,903$289,469
Current Officers, Directors, Trustees, and Key Employees$48,932$43,239$74,453$166,624
Fees for Services Other$17,400$48,328$22,000$87,728
Other Employee Benefits$9,752$10,309$19,085$39,146
Fees for Services Accounting-$36,350-$36,350
Office Expenses-$27,689$1,533$29,222
Payroll Taxes$5,306$5,609$6,850$17,765
All Other Expenses$4,063$3,024$2,408$9,495
Information Technology-$6,576-$6,576
Other Expenses$50$5,190$594$5,240
Advertising$4,562--$4,562
Insurance-$3,353-$3,353
Travel$1,192$266$951$2,409
Depreciation Depletion-$1,662-$1,662
Total Functional Expenses$343,756$248,444$152,777$744,977

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$783,122
Expenses per Audited Statements$744,977
Total Expenses per Form 990$744,977
Expenses Not Reported on Form 990$38,145
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,145
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Symphony Gala$180,026-$35,777-
MITS Luncheon$17,846-$2,368-
Total Events$197,872-$38,145$-38,145
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease payable$38,013
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

In accordance with common practice in the nonprofit community, the Board delegates certain matters to The Executive Committee, which is empowered to act between board meetings if necessary, and sometimes with specifically delegated authority to act in particular areas on behalf of the full board. The composition of the executive committee includes certain members of the organization's board.

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Board members Kathleen G. Henschel and John Dewes are married to each other.Board members Shariq Yosufzai and Brian James are married to each other.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management, members of the board of directors, and the executivedirector. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest at least annually. All key employees and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Members of the board of directors review the compensation of all high-level personnel periodically in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation of other personnel is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office in berkeley, california.

Filing and Contact Details

Filer

Filer Name
Berkeley Symphony Orchestra
EIN
23-7219508
Phone
5108412800
Address
1942 UNIVERSITY AVENUE 104, BERKELEY, CA 94704

Signing Officer

Name
Jim Tibbs
Title
Exec Director
Phone
5108412800
Signed
2021-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Bennett
Formed
1969
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
194
Volunteers
30

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes. Under ASC 740, the Symphony is required to report information regarding its exposure to various tax positions taken by the organization and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that the Symphony has adequately evaluated its current tax positions and has concluded that as of July 31, 2021, the Symphony does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.The Symphony has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code, respectively. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that the organization continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. The Symphony may periodically receive unrelated business income requiring the organization to file separate tax returns under federal and state statutes. Under such conditions, the Symphony calculates and accrues the applicable taxes payable.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special events expenses $38145

Part XII, Line 2D: Other expenses and losses per audited F/S

Special events expenses $38145

Raw XML AppendixShowing 400 of 611 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020232
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt054652
IRS990/AccountsReceivableGrp/EOYAmt01350
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF BERKELEY SYMPHONY IS TO CHAMPION SYMPHONIC MUSIC AS A LIVING ART FORM - CREATING LIVE PERFORMANCE AND EDUCATIONAL PROGRAMS THAT ENGAGE THE INTELLECT, SPARK THE CURIOSITY, AND DELIGHT THE SPIRIT.
IRS990/AdvertisingGrp/ProgramServicesAmt04562
IRS990/AdvertisingGrp/TotalAmt04562
IRS990/AllOtherContributionsAmt0670242
IRS990/AllOtherExpensesGrp/FundraisingAmt02408
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03024
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04063
IRS990/AllOtherExpensesGrp/TotalAmt09495
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kathy Paxon
IRS990/BooksInCareOfDetail/PhoneNum05108412800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01942 UNIVERSITY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094704
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0342602
IRS990/CashNonInterestBearingGrp/EOYAmt0649402
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt074453
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043239
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048932
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0166624
IRS990/CompDisqualPersonsGrp/FundraisingAmt024903
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt036892
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0227674
IRS990/CompDisqualPersonsGrp/TotalAmt0289469
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0197872
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01085415
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0231973
IRS990/CYOtherRevenueAmt0-38145
IRS990/CYProgramServiceRevenueAmt010513
IRS990/CYRevenuesLessExpensesAmt0312806
IRS990/CYSalariesCompEmpBnftPaidAmt0513004
IRS990/CYTotalExpensesAmt0744977
IRS990/CYTotalFundraisingExpenseAmt0152777
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01057783
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt019171
IRS990/DeferredRevenueGrp/EOYAmt030902
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01662
IRS990/DepreciationDepletionGrp/TotalAmt01662
IRS990/Desc0REGULAR SEASON CONCERTS:BERKELEY SYMPHONY ORCHESTRA CREATED VIRTUAL CONTENT DURING THE FY21 SEASON. BSO OFFERED JOSEPH YOUNG & FRIENDS, WHICH IS A SERIES OF ONLINE MUSICAL GATHERINGS HOSTED BY MUSIC DIRECTOR JOSEPH YOUNG. IN CONNECTION WITH THE BERKELEY PUBLIC LIBRARY, BSO LAUNCHED READING IS INSTRUMENTAL, A WEEKLY MUSICAL STORYTIME SERIES FOR CHILDREN AND ADULTS. FINALLY, BSO LAUNCHED REAL BERKELEY, A FOUR-EPISODE VIRTUAL FILM SERIES THAT SHINES A LIGHT ON THE BERKELEY COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt065000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt017167
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0194
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0343756
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036350
IRS990/FeesForServicesAccountingGrp/TotalAmt036350
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt022000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt048328
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017400
IRS990/FeesForServicesOtherGrp/TotalAmt087728
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015030
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113034
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Tibbs
IRS990/Form990PartVIISectionAGrp/PersonNm1Ren Mandel
IRS990/Form990PartVIISectionAGrp/PersonNm2Paul Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm3Brian James
IRS990/Form990PartVIISectionAGrp/PersonNm4John Dewes
IRS990/Form990PartVIISectionAGrp/PersonNm5Kathleen Henschel
IRS990/Form990PartVIISectionAGrp/PersonNm6Carrie McAlister
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Acquistapace
IRS990/Form990PartVIISectionAGrp/PersonNm8Kathleen Crandall
IRS990/Form990PartVIISectionAGrp/PersonNm9Deborah Gould
IRS990/Form990PartVIISectionAGrp/PersonNm10Janet Maestre
IRS990/Form990PartVIISectionAGrp/PersonNm11William Knuttel
IRS990/Form990PartVIISectionAGrp/PersonNm12William McCoy
IRS990/Form990PartVIISectionAGrp/PersonNm13Jan McCutcheon
IRS990/Form990PartVIISectionAGrp/PersonNm14Thomas Reicher
IRS990/Form990PartVIISectionAGrp/PersonNm15Thomas Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm16Deborah Shidler
IRS990/Form990PartVIISectionAGrp/PersonNm17Michael Taddei
IRS990/Form990PartVIISectionAGrp/PersonNm18Shariq Yosufzai
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt087244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170269
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Artistic Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Governance
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Cmty Engment
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0197872
IRS990/FundraisingDirectExpensesAmt038145
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt0217301
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01095928
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06576
IRS990/InformationTechnologyGrp/TotalAmt06576
IRS990/InsuranceGrp/ManagementAndGeneralAmt03353
IRS990/InsuranceGrp/TotalAmt03353
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02493
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04155
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02493
IRS990/LandBldgEquipCostOrOtherBssAmt04986
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BERKELEY SYMPHONY CONTINUES THE TRADITION OF PRESENTING CONCERT PROGRAMMING TO THE BERKELEY COMMUNITY AND GREATER BAY AREA WITH A FOCUS ON INNOVATION, COMMUNITY, AND EXCELLENCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0235793
IRS990/NetAssetsOrFundBalancesEOYAmt0548599
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-38145
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0170793
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0531432
IRS990/NoncashContributionsAmt045632
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt01533
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027689
IRS990/OfficeExpensesGrp/TotalAmt029222
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056690
IRS990/OtherAssetsTotalGrp/EOYAmt040647
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019085
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010309
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09752
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039146
IRS990/OtherExpensesGrp/Desc0Supplies and Equipment
IRS990/OtherExpensesGrp/Desc1PRODUCTION
IRS990/OtherExpensesGrp/Desc2Performance hall rental
IRS990/OtherExpensesGrp/Desc3Memberships, fees, licenses
IRS990/OtherExpensesGrp/FundraisingAmt0594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15190
IRS990/OtherExpensesGrp/ProgramServicesAmt018577
IRS990/OtherExpensesGrp/ProgramServicesAmt16248
IRS990/OtherExpensesGrp/ProgramServicesAmt250
IRS990/OtherExpensesGrp/TotalAmt019957
IRS990/OtherExpensesGrp/TotalAmt119171
IRS990/OtherExpensesGrp/TotalAmt26248
IRS990/OtherExpensesGrp/TotalAmt35240
IRS990/OtherLiabilitiesGrp/BOYAmt056690
IRS990/OtherLiabilitiesGrp/EOYAmt038013
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06850
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05609
IRS990/PayrollTaxesGrp/ProgramServicesAmt05306
IRS990/PayrollTaxesGrp/TotalAmt017765
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011944
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016157
IRS990/PrincipalOfficerNm0Paul Bennett
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711190
IRS990/ProgramServiceRevenueGrp/Desc0Fee for Service-MITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010513
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL 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. Due to COVID-19 activities were constrained and the program was limited to online sessions and performances.
IRS990/ProgSrvcAccomActy3Grp/Desc0NON-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.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0707481
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0358254
IRS990/PYOtherRevenueAmt031873
IRS990/PYProgramServiceRevenueAmt0210782
IRS990/PYRevenuesLessExpensesAmt0-211714
IRS990/PYSalariesCompEmpBnftPaidAmt0803617
IRS990/PYTotalExpensesAmt01161871
IRS990/PYTotalRevenueAmt0950157
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0312806
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.19$1.38$2.12$2.06$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.16$1.31$2.20$1.67$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.14$0.78$1.70$1.47$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.26$0.55$1.06$0.74$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.24$0.24$0.95$1.16$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.19$0.45$1.31$1.35$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.12$0.49$1.67$1.56$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.15$0.38$1.36$1.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.15$0.22$1.06$1.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.15$0.25$1.41$1.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.17$0.20$1.06$1.21$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.21$0.35$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.18$0.42$1.05