Nonprofit · EIN 23-7219508
BERKELEY SYMPHONY ORCHESTRA
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $601,406 | $1,435,288 | -$833,882 | $700,777 | $154,404 | $546,373 |
| July 31, 2024 | 990 | $2,121,014 | $2,060,239 | $60,775 | $1,566,836 | $186,581 | $1,380,255 |
| July 31, 2023 | 990 | $2,195,866 | $1,665,697 | $530,169 | $1,471,216 | $157,118 | $1,314,098 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $535,090
- of which government grants
- $27,500
- Program service revenue
- $147,367
- Investment income
- $33,480
- Net income from fundraising events
- -$115,961
- Net income from gaming
- $1,430
- Other revenue
- -$114,531
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $145,274
- Other salaries and wages
- $534,659
- Salaries, compensation and benefits (total)
- $822,130
- Professional fundraising fees
- $0
- Legal fees
- $5
- Accounting fees
- $56,110
- Occupancy
- $41,791
- Travel
- $21,029
- Depreciation
- $2,843
- Program services (functional)
- $896,394
- Management and general (functional)
- $338,466
- Fundraising (functional)
- $200,428
Balance sheet and other
- Total assets, start of year
- $1,566,836
- Total assets, end of year
- $700,777
- Total liabilities, end of year
- $154,404
- Net assets, end of year
- $546,373
- Land, buildings and equipment
- $1,422
- Net assets without donor restrictions
- $458,290
- Net assets with donor restrictions
- $88,083
- Gross receipts
- $747,085
- Employees
- 205
- Volunteers
- 30
- Year formed
- 1969
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marion Atherton | Executive Dir Officer | 40 | $122,500 |
| Michel Taddei | Director Trustee or director | 2 | $8,847 |
| Rigel Shimono-Robinson | President Trustee or director, Officer | 4 | $0 |
| Sara Webber | VP Development Trustee or director, Officer | 4 | $0 |
| Shikiri Hightower-Gaskin | Treas/Secty Trustee or director, Officer | 4 | $0 |
| Kathleen Crandall | VP Community Trustee or director, Officer | 4 | $0 |
| William Sandy McCoy | VP Governance Trustee or director, Officer | 4 | $0 |
| Susan Acquistapace | Director Trustee or director | 2 | $0 |
| Jean Johnstone | Director Trustee or director | 2 | $0 |
| William Knuttel | Director Trustee or director | 2 | $0 |
| James Parrish Smith | Director Trustee or director | 2 | $0 |
| Thomas Reicher | Director Trustee or director | 2 | $0 |
| Ellen Singer-Vine | Director Trustee or director | 2 | $0 |
| Jessica Frye | Development Direct | 40 | $0 |
990 for the year ended July 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Katy Kammeyer | Executive Dir. Officer | 40 | $166,731 | $1,350 |
| Jessica Frye | Development Direct | 40 | $107,721 | $5,400 |
| Michel Taddei | Director Trustee or director | 2 | $2,775 | $0 |
| Emma Moon | Director Trustee or director | 2 | $2,050 | $0 |
| Paul Bennett | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Kathleen Henschel | VP Development Trustee or director, Officer | 4 | $0 | $0 |
| John Dewes | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Kathleen Crandall | VP Community Trustee or director, Officer | 4 | $0 | $0 |
| Shikiri Hightower-Gaskin | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Rigel Robinson | President Trustee or director, Officer | 4 | $0 | $0 |
| William Sandy McCoy | VP Governance Trustee or director, Officer | 4 | $0 | $0 |
| Shariq Yosufzai | Past President Trustee or director, Officer | 2 | $0 | $0 |
| Susan Acquistapace | Director Trustee or director | 2 | $0 | $0 |
| Rebecca Erdiakoff | Director Trustee or director | 2 | $0 | $0 |
| William Knuttel | Director Trustee or director | 2 | $0 | $0 |
| Thomas Reicher | Director Trustee or director | 2 | $0 | $0 |
| James Parrish Smith | Director Trustee or director | 2 | $0 | $0 |
| Sara Webber | Director Trustee or director | 2 | $0 | $0 |
| Marion Atherton | Exec Director Officer | 40 | $0 | $0 |
990 for the year ended July 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Katy Kammeyer | Executive Dir. Officer | 40 | $114,842 | $3,490 |
| Paul Bennett | President Trustee or director, Officer | 4 | $0 | $0 |
| Kathleen Henschel | VP Governance Trustee or director, Officer | 4 | $0 | $0 |
| John Dewes | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Kathleen Crandall | VP Community Trustee or director, Officer | 4 | $0 | $0 |
| Dianne Crosby | Seretary Trustee or director, Officer | 4 | $0 | $0 |
| Deborah Gould | Director Trustee or director | 2 | $0 | $0 |
| Emma Moon | Director Trustee or director | 2 | $0 | $0 |
| Jan McCutcheon | Director Trustee or director | 2 | $0 | $0 |
| Janet Maestre | Director Trustee or director | 2 | $0 | $0 |
| Michel Taddei | Director Trustee or director | 2 | $0 | $0 |
| Rebecca Eichorn Erdiakoff | Director Trustee or director | 2 | $0 | $0 |
| Rigel Robinson | Director Trustee or director | 2 | $0 | $0 |
| Shariq Yosufzai | Director Trustee or director | 2 | $0 | $0 |
| Shikiri Hightower-Gaskin | Director Trustee or director | 2 | $0 | $0 |
| William Sandy McCoy | Director Trustee or director | 2 | $0 | $0 |
| Susan Acquistapace | Director Trustee or director | 2 | $0 | $0 |
| Thomas Reicher | Director Trustee or director | 2 | $0 | $0 |
| William Knuttel | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1919 ADDISON STREET, BERKELEY, CA 94704-1141
- Principal officer (990 for 2024)
- Marion Atherton, 1919 Addison Street 201, BERKELEY, CA 94704
- Signed the 990
- Marion Atherton, Exec Director
- Phone
- (510) 841-2800
- Website
- WWW.BERKELEYSYMPHONY.ORG
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7219508 or by the name BERKELEY SYMPHONY ORCHESTRA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- Symphonic Concerts: Berkeley Symphony offers symphonic concerts, three during fiscal year ended July 31, 2025, located at Zellerbach Hall, Berkeley.Expenses $713,773
- Music in the Schools: Berkeley Symphony provides award-winning comprehensive and year-round music education programs in all 11 Berkeley Public elementary schools and 3 middle schools.Expenses $154,319
- Berkeley Symphony & Friends Chamber Concerts: Berkeley Symphony's 5 chamber concerts provide opportunities for musicians to perform in the East Bay and expands our audience with performances in an intimate chamber setting at Piedmont Center for the Arts.Expenses $28,302
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7219508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $700,777
- Income (IRS master file)
- $747,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $601,406 | $1,435,288 | $700,777 | XML |
| 990 | July 2024 | $2,121,014 | $2,060,239 | $1,566,836 | IRS |
| 990 | July 2023 | $2,195,866 | $1,665,697 | $1,471,216 | XML |
| 990 | July 2022 | $1,701,063 | $1,465,733 | $924,767 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7219508).
Questions about BERKELEY SYMPHONY ORCHESTRA
- What is the EIN of BERKELEY SYMPHONY ORCHESTRA?
- The employer identification number (EIN) of BERKELEY SYMPHONY ORCHESTRA is 23-7219508.
- Is BERKELEY SYMPHONY ORCHESTRA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to BERKELEY SYMPHONY ORCHESTRA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY SYMPHONY ORCHESTRA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY SYMPHONY ORCHESTRA due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY SYMPHONY ORCHESTRA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of BERKELEY SYMPHONY ORCHESTRA?
- The 990 for the year ended July 31, 2025 names Marion Atherton.
- Who are the officers and directors of BERKELEY SYMPHONY ORCHESTRA?
- The 990 for the year ended July 31, 2025 lists 14 people; 2 received compensation from the organization, the highest $122,500 (Marion Atherton, Executive Dir).
- How much revenue does BERKELEY SYMPHONY ORCHESTRA have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $601,406, expenses of $1,435,288 and total assets of $700,777 at year end.
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- NATIONAL FILM PRESERVE LTD EIN 23-7426302 · last filed 990 for 2024
- NORTH ATLANTIC BOOKS EIN 94-2705685 · last filed 990 for 2024
- INEQUALITY MEDIA EIN 46-5544528 · last filed 990 for 2025
- BERKELEY MUSIC GROUP EIN 46-1517597 · last filed 990 for 2024
- BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC EIN 94-2887073 · last filed 990 for 2024
- BERKELEY PLAYHOUSE INC EIN 94-2626454 · last filed 990 for 2025
- HEYDAY EIN 94-3268357 · last filed 990 for 2025
All nonprofits in BERKELEY · California · Arts, culture and humanities