Berks Sinfonietta Inc

Nonprofit profile at a glance

EIN
472060533
IRS 990-EZ coverage
2019–2025
Forms available
Form 990-EZ 2025, Form 990-N 2015
Location
Reading, PA, USA
Phone
4845091290
Rating
94
Verdict
STRONG
Rating confidence
Moderate
Sector
Symphony Orchestras

Official website

Reported finances

Revenue
$83,155
Expenses
$83,820
Assets
$22,089
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DR DAVID MCCONNELL (PRESIDENT & ARTISTIC DIRECTOR)
  • JAMES GILMER (VICE PRESIDENT)

People named in this filing

  • DR DAVID MCCONNELL (PRESIDENT & ARTISTIC DIRECTOR)
  • JAMES GILMER (VICE PRESIDENT)
  • KATHLEEN COTTER (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Chamber orchestra

What it reported doing in 2025

Berks sinfonietta is the only continuously operating, professional chamber orchestra serving berks county audiences and musicians. In 2025, the orchestra:- performed 6 public concerts including one in collaboration with multiple local arts organizations and one at hawk mountain, a local wildlife conservation organization.- created paying performance opportunities for roughly 75 local students and 75 professionals.- intentionally focused on diversity in programming by selecting works by 20+ composers many of whom are female, living, and non white, whose music is underrepresented in the concert hall.

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 100
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.4%; rating input score 94
  • Program expense ratio: 93.6%; rating input score 94

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -0.8%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.26; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 14.2% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 17% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 8.9% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 94.4% of revenue deployed · 93.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $78K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.