AMERICAN CONSERVATORY THEATRE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN CONSERVATORY THEATRE FOUNDATION (EIN 94-6135772)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202331309349304868
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T17:36:46-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946135772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4158343200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 GEARY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SIVORI | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4158343200 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | SIVORI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER BIELSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 GEARY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,397,150 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACT-SF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ACT FOUNDATION NURTURES THE ART OF LIVE THEATER, ACTOR TRAINING AND COMMUNITY ENGAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 334 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $9,157 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $8,157 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,413,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,278,481 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,935,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,407,220 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,530,685 | PYInvestmentIncomeAmt |
| CY Investment Income | $250,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $95,796 | PYOtherRevenueAmt |
| CY Other Revenue | $489,477 | CYOtherRevenueAmt |
| PY Total Revenue | $20,975,914 | PYTotalRevenueAmt |
| CY Total Revenue | $17,425,711 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,666,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $301,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,249,573 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,337,670 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,766 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $9,708 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,668,106 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,912,670 | PYOtherExpensesAmt |
| CY Other Expenses | $6,136,091 | CYOtherExpensesAmt |
| PY Total Expenses | $34,921,509 | PYTotalExpensesAmt |
| CY Total Expenses | $15,785,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,945,595 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,640,304 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,882,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,278,061 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,616,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,774,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,265,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,503,069 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AMERICAN CONSERVATORY THEATRE FOUNDATION (ACT FOUNDATION) IS AN ESSENTIAL GATHERING PLACE THAT BRINGS ARTISTS AND COMMUNITIES TOGETHER TO INSPIRE AND PROVOKE THROUGH THE CREATION OF THEATER AND THROUGH TRAINING AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,124,582 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,273,531 | RevenueAmt |
| Desc | ACT FOUNDATION IS NATIONALLY RECOGNIZED FOR ITS GROUNDBREAKING PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYWRITING, AND CELEBRATED ACTOR TRAINING. THE COMPANY PRODUCES CHALLENGING THEATER IN THE RICH CONTEXT OF SYMPOSIA, AUDIENCE DISCUSSIONS AND COMMUNITY INTERACTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,546,142 | ExpenseAmt |
| Grant | $301,938 | GrantAmt |
| Revenue | $1,133,689 | RevenueAmt |
| Desc | THE CONSERVATORY SERVES MORE THAN 1,200 STUDENTS EVERY YEAR. IT WAS THE FIRST ACTOR TRAINING PROGRAM IN THE UNITED STATES NOT AFFILIATED WITH A COLLEGE OR UNIVERSITY TO BE ACCREDITED TO AWARD A MASTER OF FINE ARTS DEGREE. THE MASTER OF FINE ARTS PROGRAM CLOSED DURING A.C.T.'S CURRENT FISCAL YEAR THOUGH THE OTHER CONSERVATORY PROGRAMS CONTINUE. DANNY GLOVER, ANNETTE BENING, DENZEL WASHINGTON, BENJAMIN BRATT AND ANIKA NONI ROSE ARE AMONG THE CONSERVATORY'S DISTINGUISHED FORMER STUDENTS. THE EDUCATION AND COMMUNITY EFFORTS REACH STUDENTS IN SCHOOLS AND COMMUNITY CENTERS THROUGHOUT THE BAY AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,670,724 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 334 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM SIVORI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158343200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 GEARY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JENNIFER BIELSTEIN | |||||||||
| EXECUTIVE DIRECTOR & TRUSTEE | 40.00 | 1.00 | Yes (X) | Yes (X) | $392,127 | $0 | $16,800 | ||
| PAMELA MACKINNON | |||||||||
| ARTISTIC DIRECTOR & TRUSTEE | 40.00 | 1.00 | Yes (X) | Yes (X) | $384,661 | $0 | $10,696 | ||
| DAVID RIEMER | |||||||||
| CHAIR - BOARD OF TRUSTEES | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBINA RICCITIELLO | |||||||||
| PRESIDENT - BOARD OF TRUSTEES | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATTI S HART | |||||||||
| TREASURER - BOARD OF TRUSTEES | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOAQUIN TORRES | |||||||||
| SECRETARY - BOARD OF TRUSTEES | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CELESTE FORD | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA B GEESLIN | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUSTY RUEFF | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN L SWIG | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADRIANA VERMUT | |||||||||
| VICE CHAIR - BOARD OF TRUSTEES | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK S THOMPSON | |||||||||
| MFA BOARD CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCHATZIE ALLEN-JEFFERSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH A CLARK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL COWAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK DEVLIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DONOHUE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE LEE ELLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA JO FITZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCOISE G FLEISHHACKER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN FULK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRKE M HASSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JO S HURLEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY EARL JACKSON JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L JONES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASCHA KAYKAS-WOLFF | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRISTY J LIMON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER STALLINGS LITTLE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODMAN MARYMOR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE MCGEE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE BALLARD MILLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY MINICK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERINE ONGKEKO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TONI REMBE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J RICHTER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOMAR TAGATAC | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY W UBBEN | |||||||||
| TRUSTEE (THRU 06/22) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BD WONG | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NOLA YEE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY YAMANDA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM SIVORI | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 1.00 | Yes (X) | $155,885 | $0 | $13,008 | |||
| CAITLIN QUINN | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $255,222 | $0 | $8,293 | Yes (X) | |||
| THOMAS MORGAN | |||||||||
| IT DIRECTOR | 40.00 | 0.00 | $161,315 | $0 | $3,241 | Yes (X) | |||
| TIFFANY REDMON | |||||||||
| DEPUTY DIR. OF DEVELOPMENT | 40.00 | 0.00 | $156,602 | $0 | $2,369 | Yes (X) | |||
| LOUISA LISKA | |||||||||
| DIRECTOR OF MANAGEMENT & OPS | 40.00 | 1.00 | $129,370 | $0 | $15,869 | Yes (X) | |||
| MARTIN BARRON | |||||||||
| DIRECTOR OF PRODUCTION | 40.00 | 0.00 | $109,677 | $0 | $17,804 | Yes (X) | |||
| ANDREW CHAN DONALD | |||||||||
| ASSOCIATE ARTISTIC DIRECTOR | 40.00 | 0.00 | $112,754 | $0 | $9,160 | Yes (X) | |||
| PETER KUO | |||||||||
| DIRECTOR OF THE CONSERVATORY | 40.00 | 0.00 | $110,365 | $0 | $9,139 | Yes (X) | |||
| DANYON DAVIS | |||||||||
| DIRECTOR OF THE MFA | 40.00 | 0.00 | $111,435 | $0 | $2,872 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,079,413 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANDERSON GROUP INTERNATIONAL | |||||
| PO BOX 20070 | BAKERSFIELD | CA | 93390 | RESTORATION AND REMEDIATION SERVICES | $582,063 |
| HORWITH ACCOUNTANCY CORP | |||||
| 500 BELDEN STREET 8 | MONTEREY | CA | 93940 | CONSULTING SERVICES FOR ACCOUNTING | $348,525 |
| MADE MEDIA INC | |||||
| PO BOX 24223 | BROOKLYN | NY | 112024223 | WEBSITE DESIGN & HOSTING SERVICES | $216,231 |
| FARELLA BRAUN & MARTEL LLP | |||||
| 235 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | LEGAL SERVICES | $176,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $103,000 | FundraisingAmt |
| Government Grants | $8,225,808 | GovernmentGrantsAmt |
| All Other Contributions | $5,949,673 | AllOtherContributionsAmt |
| Noncash Contributions | $319,904 | NoncashContributionsAmt |
| Total Contributions | $14,278,481 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| THEATER BOX OFFICE INC | 711110 | $1,173,156 | $1,173,156 |
| CONSERVATORY TUITION | 611310 | $1,133,689 | $1,133,689 |
| CONCESSIONS | 711110 | $64,705 | $64,705 |
| CO-PRODUCTION & ENHANCEMENT INCOM | 711110 | $25,125 | $25,125 |
| COSTUME RENTAL | 711110 | $10,545 | $10,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,407,220 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,088 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $248,931 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $662,063 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $413,592 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $248,471 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,471 | TotalRevenueColumnAmt |
| Exclusion | $248,471 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $550,292 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,847 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,555 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,555 | TotalRevenueColumnAmt |
| Exclusion | -$7,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DEVELOPER FEE | 711110 | $211,493 | $211,493 |
| OTHER INCOME | 900099 | $29,513 | $29,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $241,006 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,425,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,407,220 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $730,853 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,938 | TotalAmt |
| Program Services | $301,938 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,074 | TotalAmt |
| Program Services | $786,490 | ProgramServicesAmt |
| Management And General | $436,324 | ManagementAndGeneralAmt |
| Fundraising | $415,260 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,133,367 | TotalAmt |
| Program Services | $4,465,917 | ProgramServicesAmt |
| Management And General | $1,137,451 | ManagementAndGeneralAmt |
| Fundraising | $529,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,139 | TotalAmt |
| Program Services | $93,291 | ProgramServicesAmt |
| Management And General | $19,837 | ManagementAndGeneralAmt |
| Fundraising | $8,011 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,559 | TotalAmt |
| Program Services | $534,294 | ProgramServicesAmt |
| Management And General | $216,648 | ManagementAndGeneralAmt |
| Fundraising | $76,617 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,531 | TotalAmt |
| Program Services | $451,437 | ProgramServicesAmt |
| Management And General | $99,212 | ManagementAndGeneralAmt |
| Fundraising | $66,882 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,105 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
| Management And General | $12,605 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,558 | TotalAmt |
| Management And General | $147,558 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,708 | TotalAmt |
| Fundraising | $9,708 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,905 | TotalAmt |
| Management And General | $19,905 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,488 | TotalAmt |
| Program Services | $364,060 | ProgramServicesAmt |
| Management And General | $3,051 | ManagementAndGeneralAmt |
| Fundraising | $17,377 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,741 | TotalAmt |
| Program Services | $36,667 | ProgramServicesAmt |
| Management And General | $6,797 | ManagementAndGeneralAmt |
| Fundraising | $17,277 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,826 | TotalAmt |
| Program Services | $229,574 | ProgramServicesAmt |
| Management And General | $86,265 | ManagementAndGeneralAmt |
| Fundraising | $34,987 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,178 | TotalAmt |
| Program Services | $35,178 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,775 | TotalAmt |
| Program Services | $1,253,643 | ProgramServicesAmt |
| Management And General | $471,075 | ManagementAndGeneralAmt |
| Fundraising | $191,057 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,393 | TotalAmt |
| Program Services | $71,390 | ProgramServicesAmt |
| Management And General | $29,909 | ManagementAndGeneralAmt |
| Fundraising | $1,094 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,450 | TotalAmt |
| Program Services | $1,798 | ProgramServicesAmt |
| Management And General | $67,378 | ManagementAndGeneralAmt |
| Fundraising | $274 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,905 | TotalAmt |
| Program Services | $770,141 | ProgramServicesAmt |
| Management And General | $289,393 | ManagementAndGeneralAmt |
| Fundraising | $117,371 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,433 | TotalAmt |
| Program Services | $160,545 | ProgramServicesAmt |
| Management And General | $69,891 | ManagementAndGeneralAmt |
| Fundraising | $27,997 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION EXPENSES | $1,010,261 | $887,229 | $119,301 | $3,731 |
| TICKETING FEE & CHARGES | $124,892 | $114,876 | $2,063 | $7,953 |
| DUES AND SUBSCRIPTIONS | $89,380 | $17,940 | $55,840 | $15,600 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,801 | TotalAmt |
| Program Services | $89,816 | ProgramServicesAmt |
| Management And General | $156,074 | ManagementAndGeneralAmt |
| Fundraising | $126,911 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,785,407 | TotalAmt |
| Program Services | $10,670,724 | ProgramServicesAmt |
| Management And General | $3,446,577 | ManagementAndGeneralAmt |
| Fundraising | $1,668,106 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,549,557 | BOYAmt |
| EOY | $13,004,599 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,596,106 | BOYAmt |
| EOY | $2,024,784 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,883,016 | BOYAmt |
| EOY | $2,267,825 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,667 | BOYAmt |
| EOY | $649,630 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,535,598 | BOYAmt |
| EOY | $2,788,753 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,257 | BOYAmt |
| EOY | $438,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,648,234 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,298,671 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,254,394 | BOYAmt |
| EOY | $14,349,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,335,244 | BOYAmt |
| EOY | $13,687,705 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,707,592 | BOYAmt |
| EOY | $1,858,725 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,838,318 | BOYAmt |
| EOY | $208,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,882,749 | BOYAmt |
| EOY | $51,278,061 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571,527 | BOYAmt |
| EOY | $1,856,236 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,431 | BOYAmt |
| EOY | $2,255,191 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,770 | BOYAmt |
| EOY | $242,991 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,450 | BOYAmt |
| EOY | $2,036,384 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,653 | BOYAmt |
| EOY | $1,384,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,616,831 | BOYAmt |
| EOY | $7,774,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,242,212 | BOYAmt |
| EOY | $20,327,452 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,023,706 | BOYAmt |
| EOY | $23,175,617 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,265,918 | BOYAmt |
| EOY | $43,503,069 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,882,749 | BOYAmt |
| EOY | $51,278,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,640,304 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,393,996 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,157 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,566,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,129,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,344,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,399,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,278,481 | CurrentTaxYearAmt |
| Total | $62,718,757 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,566,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,129,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,344,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,399,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,278,481 | CurrentTaxYearAmt |
| Total | $62,718,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,316,661 | SubstantialContributorsTotAmt |
| Public Support Total170 | $50,402,096 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $668,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $646,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $910,994 | CurrentTaxYearAmt |
| Total | $4,414,311 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $21,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $9,157 | CurrentTaxYearAmt |
| Total | $95,947 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,367,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,146,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $318,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $241,006 | CurrentTaxYearAmt |
| Total | $4,219,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $71,448,449 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,247,992 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 2,367,472. 2018 AMOUNT: $ 1,146,933. 2019 AMOUNT: $ 318,611. 2020 AMOUNT: $ 145,412. 2021 AMOUNT: $ 241,006. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,987,236 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,105,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,200,986 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,015 | OtherExpendituresAmt |
| End Year Balance | $25,620,280 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,292,329 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,795,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,050,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,622 | OtherExpendituresAmt |
| End Year Balance | $27,987,236 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,476,821 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $415,508 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,600,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,292,329 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,283,700 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $821,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,638,164 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,476,821 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,691,809 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,231,630 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,639,739 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,283,700 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82498 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17502 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,798,889 | OtherCostOrOtherBasisAmt |
| Book Value | $1,798,889 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,303,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,961,178 | DepreciationAmt |
| Book Value | $11,342,105 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,253,035 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,284,571 | DepreciationAmt |
| Book Value | $968,464 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,922 | DepreciationAmt |
| Book Value | $240,105 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,349,563 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION PLAN LIABILITY | $138,036 |
| DEFERRED DEVELOPER FEES | $1,246,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,384,190 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE EARNINGS OF ACT FOUNDATION'S ENDOWMENT FUNDS PROVIDE PROGRAM AND INSTITUTIONAL SUPPORT TO DELIVER ALL OF ACT FOUNDATION THEATER, TRAINING AND EDUCATION PROGRAMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $103,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,000 | CharitableContriEvent1Amt |
| Gross Receipts Total | $103,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,000 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MFA, SFS AND YC PROGRAM SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 82 | RecipientCnt |
| Cash Grant | $301,938 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACT FOUNDATION GRANTS ARE TUITION SCHOLARSHIPS AWARDED TO STUDENTS ATTENDING THE CONSERVATORY PROGRAM. TUITION SCHOLARSHIP AWARD AMOUNTS ARE REVIEWED AND APPROVED BY THE FINANCIAL AID DIRECTOR AND THE CONSERVATORY DIRECTOR. GRANT MONITORING IS ACCOMPLISHED BY ACT FOUNDATION APPLYING THE SCHOLARSHIP AWARD DIRECTLY AS A REDUCTION IN TUITION EXPENSES OWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER BIELSTEIN | ||||||||||||||
| EXECUTIVE DIRECTOR & TRUSTEE | $392,127 | $0 | $0 | $0 | $0 | $0 | $5,800 | $0 | $11,000 | $0 | $408,927 | $0 | $0 | $0 |
| PAMELA MACKINNON | ||||||||||||||
| ARTISTIC DIRECTOR & TRUSTEE | $384,661 | $0 | $0 | $0 | $0 | $0 | $4,070 | $0 | $6,626 | $0 | $395,357 | $0 | $0 | $0 |
| CAITLIN QUINN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $255,222 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,293 | $0 | $263,515 | $0 | $0 | $0 |
| JIM SIVORI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $155,885 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,008 | $0 | $168,893 | $0 | $0 | $0 |
| THOMAS MORGAN | ||||||||||||||
| IT DIRECTOR | $161,315 | $0 | $0 | $0 | $0 | $0 | $3,241 | $0 | $0 | $0 | $164,556 | $0 | $0 | $0 |
| TIFFANY REDMON | ||||||||||||||
| DEPUTY DIR. OF DEVELOPMENT | $156,602 | $0 | $0 | $0 | $0 | $0 | $2,369 | $0 | $0 | $0 | $158,971 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $319,904 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B IS NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY MOSS ADAMS LLP BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF ACT FOUNDATION'S FINANCE AND ACCOUNTING STAFF. THE DRAFT IS REVIEWED BY THE CONTROLLER, CFO AND THE EXECUTIVE DIRECTOR WITH REVISIONS INCORPORATED AS NEEDED. THE TAX RETURN IS ALSO PROVIDED TO THE AUDIT COMMITTEE AND IS MADE AVAILABLE TO ALL TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD OF TRUSTEE OR COMMITTEE MEETINGS WHERE A CONFLICT OF INTEREST MAY ARISE. STAFF AND BOARD LEADERSHIP ARE ALSO AWARE OF THE CONFLICTS IN ORDER TO ENFORCE COMPLIANCE. ACT FOUNDATION ENSURES MONITORING OF CONTRACTS AND TRANSACTIONS AND ENFORCEMENT PROCEDURES TO INVESTIGATE AND TAKE CORRECTIVE ACTION WHEN A POTENTIAL CONFLICT HAS BEEN IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY A SUB-COMMITTEE APPOINTED BY THE BOARD. THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE CONTRACTED DIRECTLY BY THE BOARD, WITH CONTRACTS COVERING MUTLI-YEAR TERMS. AS PART OF THE RENEWAL PROCESS, THE BOARD UTILIZES DATA FROM INDUSTRY SPECIFIC SOURCES TO BENCHMARK COMPENSATION FOR THESE POSITIONS. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY BENCHMARKING AGAINST MARKET/INDUSTRY SPECIFIC DATA WITHIN BOTH THE THEATER AND NON-PROFIT INDUSTRIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ACT FOUNDATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UBI -9,157. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT MARKET STREET | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 GEARY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463452490 | EIN |
| Primary Activities | FOR THE BENEFIT OF ACT FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CONSERVATORY THEATRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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