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Arts, Culture, Humanities : Performing Arts

Berkeley Symphony Orchestra

Performing symphonic music that engages the intellect, sparks the curiosity and delights the spirit of our unique community

three stars

83.11

1942 University Avenue Suite 207
Berkeley, CA 94704
tel: (510) 841-2800   Web Site
EIN: 23-7219508

Board Leadership
S. Shariq Yosufzai
President

CEO
René Mandel
Artistic Director

  Score
(out of 100)
Rating
Overall Score & Rating 83.11 three stars
  Financial 78.81 two stars
  Accountability & Transparency 89.00 three stars
This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.

The Berkeley Symphony Orchestra was founded in 1969 as the Berkeley Promenade Orchestra by Thomas Rarick. The mission of Berkeley Symphony is to perform symphonic music that engages the intellect, sparks the curiosity, and delights the spirit of our unique community. Recognized nationally for its spirited programming, Berkeley Symphony has established a reputation for presenting major new works for orchestra alongside fresh interpretations of the classical European repertoire. It has been honored with an Adventurous Programming Award from the American Society of Composers, Authors and Publishers (ASCAP) in nine of the past eleven seasons. A national leader in music education, the Orchestra partners with the Berkeley Unified School District to produce the award-winning Music in the Schools program, providing comprehensive, age-appropriate music curricula to more than 4,000 local elementary students each year.

The Berkeley Symphony Orchestra was founded in 1969 as the Berkeley Promenade Orchestra by Thomas Rarick. The mission of Berkeley Symphony is to perform symphonic music that engages the intellect, sparks the curiosity, and delights the spirit of our unique community. Recognized nationally for its spirited programming, Berkeley Symphony has established a reputation for presenting major new works for orchestra alongside fresh interpretations of the classical European repertoire. It has been honored with an Adventurous Programming Award from the American Society of Composers, Authors and Publishers (ASCAP) in nine of the past eleven seasons. A national leader in music education, the Orchestra partners with the Berkeley Unified School District to produce the award-winning Music in the Schools program, providing comprehensive, age-appropriate music curricula to more than 4,000 local elementary students each year.

Impact Information

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Financial

two stars

78.81

Accountability & Transparency

three stars

89.00

This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
72.1%
  Administrative Expenses 11.2%
  Fundraising Expenses 16.6%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 0.32
  Program Expenses Growth 9.9%
  Liabilities to Assets 29.2%
All data for Financial Performance Metrics calculations was provided by Berkeley Symphony Orchestra on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Berkeley Symphony Orchestra on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Berkeley Symphony Orchestra (CA) 83.11 three stars
The Florida Orchestra (FL) 92.01 four stars
Utah Symphony & Opera (UT) 94.50 four stars
Toledo Symphony (OH) 86.01 three stars
Detroit Symphony Orchestra (MI) 90.85 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $681,046
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $395,874
   Related Organizations $0
   Government Grants $22,568
Total Contributions $1,099,488
   Program Service Revenue $344,495
Total Primary Revenue $1,443,983
   Other Revenue $-136,408
TOTAL REVENUE $1,307,575
   
EXPENSES  
   Program Expenses $978,138
   Administrative Expenses $140,820
   Fundraising Expenses $230,199
TOTAL FUNCTIONAL EXPENSES $1,349,157
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-41,582
   
Net Assets $447,507

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Regular Season Concerts $859,149 87.8%
Educational Outreach $118,989 12.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-07 07/01/2020 83.11 three stars
2018-07 06/01/2019 82.84 three stars
2017-07 07/01/2018 75.81 two stars
2016-07 08/01/2017 71.45 two stars
2015-07 06/01/2016 80.58 three stars
 
CN 2.0
2013-07 04/01/2015 81.02 three stars
2013-07 04/01/2015 81.02 three stars
2012-07 05/01/2014 79.93 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7219508
Name in IRS Master File BERKELEY SYMPHONY ORCHESTRA
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 1973
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End July
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • July, 2018
  • July, 2017
  • July, 2016
  • July, 2015
  • July, 2014
Compensation % of Expenses Paid to Title
$94,395 6.99% Ren Mandel Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Berkeley Symphony Orchestra (CA) 83.11 three stars
Columbus Symphony Orchestra (OH) 86.39 three stars
Chamber Music Society of Lincoln Center (NY) 90.95 four stars
Symphony Silicon Valley (CA) 89.48 three stars
Sarasota Orchestra (FL) 93.44 four stars

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Charity Contact Info

Berkeley Symphony Orchestra
1942 University Avenue
Suite 207
Berkeley, CA 94704
tel: (510) 841-2800
fax: (510) 841-5422
EIN: 23-7219508

Visit Web Site

Board Leadership

S. Shariq Yosufzai
President

CEO

René Mandel
Artistic Director

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