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.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
$150K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $61K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$150K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $84K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$141K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
+61% vs prior year
Spent
$1.5M
To programs
63%
Net assets
$784K
By yearFY2021–FY2025
Revenue
$1.7M
FY2022▲ +61%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.7M
FY2023$2.2M
FY2024$2.1M
FY2025$601K
Expenses
$1.5M
FY2022▲ +97%
Tap a bar for its year
Expenses by fiscal year
FY2021$745K
FY2022$1.5M
FY2023$1.7M
FY2024$2.1M
FY2025$1.4M
Net assets
$784K
FY2022▲ +43%
Tap a bar for its year
Net assets by fiscal year
FY2021$549K
FY2022$784K
FY2023$1.3M
FY2024$1.4M
FY2025$546K

From the FY2022 Form 990 (year ending July 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $927K Management & general 23% · $343K Fundraising 13% · $196K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $150K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Dir.
$82,609Pt VII · Sec A
Artistic Dir.
$67,202Pt VII · Sec A
President
$0Pt VII · Sec A
VP Governance
$0Pt VII · Sec A
Sec & Treasurer
$0Pt VII · Sec A
VP Community
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Marion Atherton’s $122K as Executive Dir is at the 95th percentile of top reported officer pay among 2215 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Katy Kammeyer—$166,731$114,842——
Marion Atherton$122,500————
Jessica Frye—$107,721———
Jim Tibbs———$82,609$87,244
Ren Mandel———$67,202$70,269
Michel Taddei$8,847$2,775———
Emma Moon—$2,050———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Berkeley Symphony Orchestra executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Presents live music performances and educational programs for diverse communities.

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Provided by the organization

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3 programs · $927K · in their own filed words · FY2021
01

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…

$827Kprogram expense
02

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.

$100Kprogram expense
03

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$225K
Money outPt IX
$1.5M
Ln 25
Programscol B$927K
Managementcol C$343K
Fundraisingcol D$196K
Owns and owesPt X
$784K
net assets · Ln 32
Cash and savingsLn 1–2$831K
Total assetsLn 16$925K
LiabilitiesLn 26$141K
PeoplePt VI, VII
19
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$237K
Noncash giftsLn 1g$38K
Fundraising eventsLn 1c$338K
Fees for servicesLn 2g$225K
Gains on assetsLn 7$0
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$556K
SavingsLn 2$275K
Cash and savings togetherLn 1–2$831K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$831
Other assetsLn 15$24K
Total assetsLn 16$925K
LiabilitiesLn 26$141K
Net assetsLn 32$784K
OperationsPt I, VI
EmployeesI 5205
VolunteersI 630
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$753K$831K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$2K$831
Total assetsLn 16$813K$925K
LiabilitiesLn 26$265K$141K
Net assetsLn 32$549K$784K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$247K$85K$61K$101K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$440K$363K$47K$29K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$37K$14K$11K$13K
Payroll taxesLn 10$29K$11K$8K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$37K$37K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$367K$258K$99K$10K
Advertising and promotionLn 12$75K$69K$5K
Office expensesLn 13$6K$5K$1K
Information technologyLn 14$3K$3K
RoyaltiesLn 15$0
OccupancyLn 16$20K$20K
TravelLn 17$50K$39K$5K$7K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$113K$73K$16K$24K
All other expensesLn 24e$34K$15K$18K$772
Total functional expensesLn 25$1.5M$927K$343K$196K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $601K$1.4M−$834K$546K 990 PDF
FY2024 $2.1M$2.1M$61K$1.4M 990 PDF
FY2023 $2.2M$1.7M$530K$1.3M 990 PDF
FY2022 Viewing $1.7M$1.5M$235K$784K 990 PDF
FY2021 $1.1M$745K$313K$549K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,701,063 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,085,415$1,525,692
I-9 Program service revenuePrior year $10,513$224,958
I-10 Investment income$0
I-11 Other revenuePrior year −$38,145−$49,587
I-12 Total revenuePrior year $1,057,783$1,701,063
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $513,004$753,900
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $231,973$711,833
I-18 Total expensesPrior year $744,977$1,465,733
I-19 Revenue less expensesPrior year $312,806$235,330
Part VI · Governance 16 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,701,063 across 12 lines filed
Lines not itemized here account for $2,099 of total revenue; see the IRS return.
VIII-1c Fundraising events$337,850
VIII-1e Government grants$236,515
VIII-1f All other contributions, gifts and grants$951,327
VIII-1g Noncash contributions (included above)$37,679
VIII-1h Total contributions, gifts and grants$1,525,692
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $224,958$224,958
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events−$51,686
VIII-12 Total revenueRelated to mission $227,057$1,701,063
Part IX · Statement of functional expenses $1,465,733 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $85,273 · Management $61,399 · Fundraising $100,677$247,349
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $363,363 · Management $46,932 · Fundraising $29,479$439,774
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $13,715 · Management $10,836 · Fundraising $12,886$37,437
IX-10 Payroll taxesPrograms $10,749 · Management $8,492 · Fundraising $10,099$29,340
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $36,590$36,590
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $257,571 · Management $99,122 · Fundraising $10,135$366,828
IX-12 Advertising and promotionPrograms $69,410 · Management $5,210$74,620
IX-13 Office expensesManagement $4,995 · Fundraising $1,355$6,350
IX-14 Information technologyManagement $3,070$3,070
IX-15 Royalties$0
IX-16 OccupancyManagement $20,016$20,016
IX-17 TravelPrograms $38,665 · Management $4,581 · Fundraising $6,658$49,904
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $1,662$1,662
IX-23 InsuranceManagement $5,732$5,732
IX-24 Other expenses (24a–d)Programs $73,381 · Management $15,705 · Fundraising $24,227$113,313
IX-24e All other expensesPrograms $14,514 · Management $18,462 · Fundraising $772$33,748
IX-25 Total functional expensesPrograms $926,641 · Management $342,804 · Fundraising $196,288$1,465,733
Part X · Balance sheet $924,767 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $649,402$556,389
X-2 Savings and temporary cash investmentsStart of year $103,223$274,926
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $1,350$56,610
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $16,157$12,439
X-10c Land, buildings and equipment, netStart of year $2,493$831
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $40,647$23,572
X-16 Total assetsStart of year $813,272$924,767
X-17 Accounts payable and accrued expensesStart of year $54,652$74,116
X-19 Deferred revenueStart of year $30,902$44,369
X-25 Other liabilitiesStart of year $38,013$22,353
X-26 Total liabilitiesStart of year $264,673$140,838
X-27 Net assets without donor restrictionsStart of year $531,432$778,929
X-28 Net assets with donor restrictionsStart of year $17,167$5,000
X-32 Total net assets or fund balancesStart of year $548,599$783,929
X-33 Total liabilities and net assetsStart of year $813,272$924,767
Part XI · Reconciliation of net assets $783,929 net assets at year end
XI-1 Total revenue$1,701,063
XI-2 Total expenses$1,465,733
XI-3 Revenue less expenses$235,330
XI-4 Net assets at start of year$548,599
XI-10 Net assets at end of year$783,929

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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