Civic Intelligence

Berkeley Traditional Music Foundation

EIN 27-3945670 • 501(c)3 • Berkeley, CA

Profile

To support the exempt functions of the society for the preservation of traditional music (dba freight & salvage coffeehouse) to preserve traditional music and hold the building for the supported organization.

2020 Addison StreetBerkeley, CA 94704

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.64x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$7,716,277

Down $275,272 (-3.4%) from 2023

Liabilities

Up

$12,684,135

Up $9,803 (+0.1%) from 2023

Net Assets

Down

-$4,967,858

Down $285,075 (-6.1%) from 2023

Revenue

Flat

$0

Flat from 2023

Expenses

Up

$285,075

Up $3,524 (+1.3%) from 2023

Net Income

Down

-$285,075

Down $3,524 (-1.3%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2012: $11,824,977Liabilities 2012: $13,057,795Net Assets 2012: -$1,232,8182012Assets 2013: $11,717,887Liabilities 2013: $13,083,198Net Assets 2013: -$1,365,3112013Assets 2014: $11,404,423Liabilities 2014: $13,075,481Net Assets 2014: -$1,671,0582014Assets 2015: $11,072,252Liabilities 2015: $13,045,356Net Assets 2015: -$1,973,1042015Assets 2016: $10,302,144Liabilities 2016: $13,067,752Net Assets 2016: -$2,765,6082016Assets 2017: $9,757,904Liabilities 2017: $12,775,979Net Assets 2017: -$3,018,0752017Assets 2018: $9,368,508Liabilities 2018: $12,667,865Net Assets 2018: -$3,299,3572018Assets 2019: $9,093,236Liabilities 2019: $12,673,453Net Assets 2019: -$3,580,2172019Assets 2020: $8,817,365Liabilities 2020: $12,678,711Net Assets 2020: -$3,861,3462020Assets 2021: $8,542,092Liabilities 2021: $12,698,163Net Assets 2021: -$4,156,0712021Assets 2022: $8,266,821Liabilities 2022: $12,677,505Net Assets 2022: -$4,410,6842022Assets 2023: $7,991,549Liabilities 2023: $12,674,332Net Assets 2023: -$4,682,7832023Assets 2024: $7,716,277Liabilities 2024: $12,684,135Net Assets 2024: -$4,967,8582024

Highlighted filing

2024

Assets$7,716,277
Liabilities$12,684,135
Net Assets-$4,967,858

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $608,9552012Revenue 2013: $531,177Expenses 2013: $663,670Net Income 2013: -$132,4932013Revenue 2014: $291,648Expenses 2014: $597,395Net Income 2014: -$305,7472014Revenue 2015: $273,467Expenses 2015: $576,788Net Income 2015: -$303,3212015Revenue 2016: $275,193Expenses 2016: $519,127Net Income 2016: -$243,9342016Revenue 2017: $281,093Expenses 2017: $533,560Net Income 2017: -$252,4672017Revenue 2018: $0Expenses 2018: $281,282Net Income 2018: -$281,2822018Revenue 2019: $0Expenses 2019: $280,860Net Income 2019: -$280,8602019Revenue 2020: $0Expenses 2020: $281,129Net Income 2020: -$281,1292020Revenue 2021: $0Expenses 2021: $294,725Net Income 2021: -$294,7252021Revenue 2022: $7,064Expenses 2022: $275,272Net Income 2022: -$268,2082022Revenue 2023: $0Expenses 2023: $281,551Net Income 2023: -$281,5512023Revenue 2024: $0Expenses 2024: $285,075Net Income 2024: -$285,0752024

Highlighted filing

2024

Revenue$0
Expenses$285,075
Net Income-$285,075

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

To support the exempt functions of the society for the preservation of traditional music (dba freight & salvage coffeehouse) to preserve traditional music and hold the building for the supported organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,991,549$7,716,277▼ $275,272
Total Assets$7,991,549$7,716,277▼ $275,272
Liabilities
Other Liabilities$12,674,332$12,684,135▲ $9,803
Total Liabilities$12,674,332$12,684,135▲ $9,803
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-4,682,783$-4,967,858▼ $285,075
Total Net Assets Fund Balance$-4,682,783$-4,967,858▼ $285,075
Total Liabilities and Net Assets / Fund Balance$7,991,549$7,716,277▼ $275,272

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,502,050$4,233,547$10,735,597
Land$1,214,227-$1,214,227
Compensation and Service Providers

Employees

NameTitleOtherTotal
Peter WilliamsArtistic Director$136,045$136,045
Clayton ShelvinManaging Director$131,695$131,695
Calvin Eng Thru 51524Interim Managing Director$72,947$72,947
Barbara HigbieCo-chair$18,327$18,327

Board Members and Trustees

NameTitle
Elizabeth Seja-minCo-chair
Sharon WashingtonVice-chair
Pamela CallowayBoard Member
Russell PollockSecretary
William HaggertyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-285,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$285,075
Total Fundraising Expense$25,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$181,679$68,818$24,775$275,272
Other Expenses$6,470$2,451$882$9,803
Total Functional Expenses$188,149$71,269$25,657$285,075
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Berkeley Society for the Preservation of Traditional Music$12,684,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Review of the form 990 was completed by the executive director, director of finance and the treasurer/chair of the internal (finance) committee.

Form 990, Part VI, Section B, Line 12C

The board co-chairs assure and oversee the preparation of an annual disclosure document and regularly solicit information to learn of any substantial changes regarding potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Upon request, governing documents, board policies, and financial statements are available for review on site or by email.

Filing and Contact Details

Filer

Filer Name
Berkeley Traditional Music Foundation
EIN
27-3945670
Phone
5106442020
Address
2020 ADDISON STREET, BERKELEY, CA 94704

Signing Officer

Name
Clayton Shelvin
Title
Managing Director
Phone
5106442020
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clayton Shelvin
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2(C)

There were no changes to the oversight or selection process in the current tax year.

Raw XML Appendix390 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.

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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06502050
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04233547
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010735597
IRS990ScheduleD/LandGrp/BookValueAmt01214227
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01214227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012684135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07716277
IRS990ScheduleD/TotalLiabilityAmt012684135
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF THE FORM 990 WAS COMPLETED BY THE EXECUTIVE DIRECTOR, DIRECTOR OF FINANCE AND THE TREASURER/CHAIR OF THE INTERNAL (FINANCE) COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CO-CHAIRS ASSURE AND OVERSEE THE PREPARATION OF AN ANNUAL DISCLOSURE DOCUMENT AND REGULARLY SOLICIT INFORMATION TO LEARN OF ANY SUBSTANTIAL CHANGES REGARDING POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, GOVERNING DOCUMENTS, BOARD POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON SITE OR BY EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS IN THE CURRENT TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2(C)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942887073
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION ABOUT AND CONCERTS PROMOTING TRADITIONAL AND FOLK MUSIC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02020 ADDISON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BERKELEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094704
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07991549
IRS990/TotalAssetsEOYAmt07716277
IRS990/TotalAssetsGrp/BOYAmt07991549
IRS990/TotalAssetsGrp/EOYAmt07716277
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025657
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0188149
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012674332
IRS990/TotalLiabilitiesEOYAmt012684135
IRS990/TotalLiabilitiesGrp/BOYAmt012674332
IRS990/TotalLiabilitiesGrp/EOYAmt012684135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-4682783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-4967858
IRS990/TotalOtherCompensationAmt030500
IRS990/TotalProgramServiceExpensesAmt0188149
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07991549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07716277
IRS990/TotReportableCompRltdOrgAmt0328514
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02020 ADDISON STREET
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094704
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAYTON SHELVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05106442020
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY TRADITIONAL MUSIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0273945670
ReturnHeader/Filer/PhoneNum05106442020
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 ADDISON STREET
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA H WILLIAMS
ReturnHeader/ReturnTs02025-11-14T18:45:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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