BERKELEY REPERTORY THEATRE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY REPERTORY THEATRE (EIN 94-1679756)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349309378
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:54:02-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941679756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY REPERTORY THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 5106472900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 HARRISON STREET | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENNING MATHEW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5106472900 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENNING | PersonFirstNm |
| Person Last | MATHEW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN MEDAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 HARRISON STREET | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,884,416 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKELEYREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE THEATRE PRODUCES PREMIERS OF NEW WORK AND MAJOR PRODUCTIONS FROM AN INTERNATIONAL REPERTOIRE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 301 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | -$92,964 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,578,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,720,565 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,766,752 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $599,222 | CYProgramServiceRevenueAmt |
| PY Investment Income | $252,480 | PYInvestmentIncomeAmt |
| CY Investment Income | $244,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$252,663 | PYOtherRevenueAmt |
| CY Other Revenue | -$193,921 | CYOtherRevenueAmt |
| PY Total Revenue | $12,344,789 | PYTotalRevenueAmt |
| CY Total Revenue | $11,370,014 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,603 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,965 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,843,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,121,350 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $923,095 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,660,580 | PYOtherExpensesAmt |
| CY Other Expenses | $3,544,406 | CYOtherExpensesAmt |
| PY Total Expenses | $15,507,640 | PYTotalExpensesAmt |
| CY Total Expenses | $9,667,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,162,851 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,702,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,417,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,284,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,287,515 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,761,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,129,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,522,620 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE O FOR THE COMPLETE MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,769,031 | ExpenseAmt |
| Revenue | $455,946 | RevenueAmt |
| Desc | BERKELEY REP'S 2020/21 SEASON WAS A YEAR UNLIKE ANY OTHER IN THE THEATRE'S MORE THAN 50-YEAR HISTORY. THE COVID-19 PANDEMIC HAS TESTED BERKELEY REP IN WAYS WE NEVER IMAGINED. CONTINUED IMPACTS FROM THE PANDEMIC PROMPTED BERKELEY REP TO RESCHEDULE ALL SEVEN SUBSCRIPTION SHOWS SLATED FOR THE 2021 SEASON TO 2021/22, AND THE THEATRE SHIFTED TO ALL ONLINE ARTISTIC PROGRAMMING THROUGH 2020/21. THOUGH WE KNEW WITHOUT IN-PERSON PROGRAMMING WE WERE UNLIKELY TO REACH OUR USUAL ANNUAL AUDIENCE OF 200,000 PATRONS AND 20,000 STUDENTS, WE ARE PROUD THAT FREE AND LOW-COST BERKELEY REP-PRODUCED DIGITAL CONTENT GARNERED OVER 60,000 VIEW/LISTENS (PLUS ADDITIONAL PARTICIPATION IN ONLINE ARTIST CONVERSATIONS AND AUXILIARY SHOW-RELATED EVENTS AND ACTIVITIES), CLOSE TO 3,000 PARTICIPANTS ENGAGED WITH OUR SCHOOL OF THEATRE PROGRAMMING, AND WE SERVED NEARLY 100 ARTISTS THROUGH COMMISSIONS, A HYBRID SUMMER RESIDENCY LAB, AND OPPORTUNITIES FOR EMPLOYMENT.IN 2020/21, BERKELEY REP OFFERED AUDIENCES A SUITE OF ONLINE ARTS EXPERIENCES DUBBED REP ON-AIR THAT INCLUDED A COMBINATION OF ON-DEMAND ORIGINAL AUDIO AND VIDEO WORKS PRODUCED IN-HOUSE BY BERKELEY REP; WHAT'S IN A PLAY?, A BOOK GROUP FOR PLAYS OFFERED VIA ZOOM; AS WELL AS STREAMED VIDEO PERFORMANCES FROM SOME OF THE THEATRE'S LONGTIME COLLABORATORS. OUR GOALS WITH THESE PROGRAMS WERE TO PROVIDE AUDIENCES WITH OPPORTUNITIES TO ENGAGE WITH ART FROM HOME AND BRIDGE THE ISOLATION OF SHELTERING IN PLACE, AND TO SUPPLEMENT INCOME FOR ARTISTS, THE VAST MAJORITY OF WHOM LOST SOME IF NOT ALL OF THEIR INCOME DURING THE PANDEMIC.IN FALL 2020, WE WERE THRILLED TO PRODUCE A NEW AUDIO VERSION OF TONY TACCONE AND BENNET S. COHEN'S ADAPTATION OF THE SINCLAIR LEWIS NOVEL IT CAN'T HAPPEN HERE, WHICH APPEARED AS A STAGE PRODUCTION IN OUR 2016/17 SEASON. IT CAN'T HAPPEN HERE WAS THE FIRST VIRTUAL SHOW BERKELEY REP DEVELOPED IN-HOUSE AFTER THE COVID-19 SHELTER-IN-PLACE ORDER WENT INTO EFFECT IN MARCH 2020. RELEASED TO COINCIDE WITH THE 2020 PRESIDENTIAL ELECTION, THE FREE-TO-STREAM RADIO PLAY WAS BOTH AN OPPORTUNITY TO BRING AN IMPORTANT STORY TO AUDIENCES AND A MEANS TO ENCOURAGE DIALOGUE AND MOTIVATE CITIZENS TO EXERCISE THEIR CIVIC DUTY AND VOTE. WE JOINED WITH OVER 100 BROADCAST PARTNERS ACROSS THE UNITED STATES INCLUDING THEATRES, UNIVERSITIES, COMMUNITY GROUPS, AND MORE TO SHARE OUR PRODUCTION WITH THEIR CONSTITUENCIES AND OUR STUDY GUIDE WITH STUDENTS.IN THE FALL, REP ON-AIR ALSO FEATURED THE PRESENTATION OF STREAMED PERFORMANCES FROM THREE BERKELEY REP FAVORITES: DIRECTOR EMMA RICE SHARED HER SWEET AND WHIMSICAL ROMANTICS ANONYMOUS; SOLO PERFORMER HERSHEY FELDER BROUGHT US GERSHWIN ALONE AND A PARIS LOVE STORY FEATURING THE MUSIC OF CLAUDE DEBUSSY; AND FOR THE HOLIDAYS, DIRECTOR MARY ZIMMERMAN'S WISTFUL THE STEADFAST TIN SOLDIER INDUCED POWERFUL LONGING FOR THE RETURN TO LIVE THEATRE.FOR OUR FIRST REP ON-AIR OFFERING OF 2021, PLACE/SETTINGS: BERKELEY, WE COMMISSIONED 10 WELL-KNOWN WRITERS WITH DEEP TIES TO BERKELEY TO WRITE ABOUT A BERKELEY LOCATION MEANINGFUL OR MEMORABLE TO THEM. WE RELEASED THE STORIES IN A WEEKLY PODCAST AND TICKETHOLDERS RECEIVED AN ILLUSTRATED MAP THAT INVITED LOCAL LISTENERS TO SAFELY VENTURE OUT INTO THE CITY TO EXPERIENCE THE STORIES ON-LOCATION. PLACE/SETTINGS: BERKELEY GARNERED OVER 11,000 LISTENS ACROSS ITS 10 EPISODES. IN APRIL, WE LAUNCHED THE WAVES IN QUARANTINE, A SIX MOVEMENT VIDEO EXPLORATION OF LISA PETERSON AND DAVID BUCKNAM'S MUSICAL ADAPTATION OF VIRGINIA WOOLF'S THE WAVES. THE PIECE FEATURED A TALENTED CAST, INCLUDING FOUR-TIME TONY AWARD NOMINEE RAL ESPARZA (WHO CO-CONCEIVED THE PROJECT WITH LISA PETERSON). WITH THE (ONLINE) HELP OF BERKELEY REP'S ARTISTIC AND PRODUCTION TEAMS, THE CAST FILMED AND RECORDED THEIR OWN FOOTAGE AND AUDIO FROM THEIR VARIOUS HOMES AND LOCALES. THE WAVES IN QUARANTINE RECEIVED OVER 17,000 VIEWS ACROSS ITS SIX VIDEO MOVEMENTS, AND MANY INTERNATIONAL VIEWERS REGISTERED TO RECEIVE ACCESS TO THE SHOW. WITH WHAT'S IN A PLAY?, BERKELEY REP'S ARTISTIC STAFF OFFERED FREE MODERATED DISCUSSIONS THROUGHOUT THE YEAR ABOUT PLAYS REPRESENTING A WIDE RANGE OF FORMS AND CONTENT. PARTICIPANTS OF A WIDE VARIETY OF BACKGROUNDS TUNED IN FROM ALL OVER THE BAY AREA, AS WELL AS FROM AUSTRALIA, FRANCE, THE UK, BROOKLYN, AND KENTUCKY, AND MANY NEW FRIENDSHIPS WERE FORMED. IN 154 SESSIONS DURING THE 2020/21 SEASON, TOTAL ATTENDANCE NUMBERS FOR WHAT'S IN A PLAY? REACHED OVER 2,500 WITH MANY REPEAT ATTENDEES FROM OVER 400 HOUSEHOLDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $563,480 | ExpenseAmt |
| Grant | $1,965 | GrantAmt |
| Revenue | $143,276 | RevenueAmt |
| Desc | IN SPITE OF CHALLENGES BROUGHT ON BY COVID-19, THE SCHOOL OF THEATRE HAS CONTINUED TO PROGRAM COMPREHENSIVE ARTS LEARNING OPPORTUNITIES FOR BAY AREA CHILDREN, TEENS, AND ADULTS. THROUGH CLASSROOM WORKSHOPS, CLASSES, A VIBRANT TEEN COUNCIL PROGRAM, AND MORE, THE SCHOOL'S EDUCATIONAL PROGRAMMING IS A CRITICAL TOOL FOR CONNECTING STUDENTS OF VARIED AGES AND BACKGROUNDS TO THE THEATRE'S WORK. THE SCHOOL OF THEATRE OFFERED A DIVERSE ARRAY OF 1-15-HOUR VIRTUAL IN-CLASS RESIDENCIES FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS IN ALAMEDA, CONTRA COSTA, AND SAN MATEO COUNTIES. A TOTAL OF 878 STUDENTS IN 31 CLASSROOMS, 35% OF WHICH WERE IN TITLE 1 SCHOOLS, BUILT LITERACY, SOCIAL, AND EMOTIONAL SKILLS THROUGH CURRICULA SUCH AS STORY BUILDERS, CHANGE MAKERS, PERFORMANCE LAB, AND IMPROV, ALL TAUGHT OVER ZOOM BY BERKELEY REP'S EXPERIENCED TEACHING ARTISTS. SURVEYS CONDUCTED DURING THE WORKSHOP PERIODS HELPED TEACHING ARTIST ADAPT TO THE NEEDS OF A NEW TEACHING ENVIRONMENT AND UNDERSTAND THE CHALLENGES STUDENTS WERE FACING, SUCH AS TECHNOLOGY AND INTERNET CONNECTION ISSUES, CHILDCARE RESPONSIBILITIES, SHARING LEARNING SPACES WITH SIBLINGS, AND DEALING WITH THE SOCIAL/EMOTIONAL IMPACTS AND PRIVACY CONCERNS OF PEERS AND TEACHERS SEEING INTO THEIR HOMES. IN ADDITION TO SUPPORTING STUDENT LEARNING, THE MULTI-WEEK NATURE OF OUR IN-CLASS WORKSHOPS ALSO WAS INSTRUMENTAL IN HELPING SUPPORT BAY AREA TEACHING ARTISTS. WITH THE SCARCITY OF WORK FOR ARTISTS DURING THIS PERIOD, MANY TEACHING ARTISTS WERE RETICENT TO JEOPARDIZE VITAL UNEMPLOYMENT BENEFITS BY ACCEPTING SHORT ONE-OFF PROJECTS. WITH THE HELP OF GOVERNMENT AND PRIVATE FOUNDATION FUNDING, BERKELEY REP WAS ABLE TO PROVIDE GUARANTEED LONG-TERM EMPLOYMENT THROUGH MULTI-WEEK WORKSHOP COMMITMENTS THAT SERVED AS AN ANCHOR AROUND WHICH TEACHING ARTISTS COULD BUILD OTHER EMPLOYMENT OPPORTUNITIES. BERKELEY REP TYPICALLY OFFERS AT LEAST FIVE STUDENT MATINEE PERFORMANCES EACH SEASON FOR MIDDLE AND HIGH SCHOOL STUDENTS. WITH NO IN-PERSON PRODUCTIONS IN 2020/21, THE SCHOOL OF THEATRE EXPLORED CREATIVE WAYS TO OFFER A VIRTUAL STUDENT MATINEE EXPERIENCE. IN THE FALL, SCHOOL OF THEATRE STAFF WELCOMED THE OPPORTUNITY TO EXPERIMENT WITH A VIRTUAL STUDENT MATINEE FOR A HIGH SCHOOL CLASS IN OAKLAND. USING THE STUDY-GUIDE THE THEATRE CREATED FOR OUR 2018 PRODUCTION OF HEIDI SCHRECK'S WHAT THE CONSTITUTION MEANS TO ME, STAFF PARTNERED WITH THE TEACHER TO DEVELOP A CURRICULUM ABOUT THE SHOW FOR HER STUDENTS, WHO WATCHED THE BROADWAY PRODUCTION ON AMAZON PRIME. OUR EXPERIENCE MAY PROVIDE A MODEL FOR THE THEATRE TO USE TECHNOLOGY IN FUTURE TO EXTEND OUR REACH INTO SCHOOLS THROUGHOUT NORTHERN CALIFORNIA WITHOUT EASY ACCESS TO HIGH-QUALITY ARTS EDUCATION PROGRAMMING AND TO ACCOMMODATE SCHOOLS UNABLE TO SCHEDULE FIELD TRIPS DUE TO ONGOING COVID-19 SAFETY PROTOCOLS. BERKELEY REP'S TEEN CORE COUNCIL, A GROUP OF STUDENT LEADERS FROM AROUND THE BAY AREA, EXPERIMENTED WITH NEW WAYS TO CONNECT THEIR PEERS TO ARTS EXPERIENCES ONLINE: ACTIVITIES INCLUDED AN ONLINE TEEN NIGHT, ARTIST INTERVIEWS ON SOCIAL MEDIA, AND PILOTING A THREE-EPISODE PODCAST SERIES. IN PLACE OF THE ANNUAL TEEN ONE-ACTS FESTIVAL, THE CULMINATING TEEN COUNCIL EVENT WAS A 72-HOUR FILM FESTIVAL. AS WITH MOST OF OUR PROGRAMMING, PARTICIPATION AMONGST OUR TEEN POPULATIONS WAS LOWER THAN IN PRE-PANDEMIC YEARS. WE RECOGNIZE THAT IT WAS A LOT TO ASK EVEN OUR MOST COMMITTED TEENS TO SPEND THEIR FREE TIME DOING ONLINE ACTIVITIES WHEN THEY WERE AVERAGING A MINIMUM OF SIX HOURS ONLINE FOR SCHOOL EVERY DAY. BECAUSE OF THIS, WE ANTICIPATE CHALLENGES IN THE COMING SEASON AS WE WORK TO BUILD STRONG RELATIONSHIPS WITH TEEN COUNCIL MEMBERS, MANY OF WHOM MISSED A FULL YEAR OF PROGRAMMING WITH US. AS WE MONITOR AN EVER-CHANGING PUBLIC HEALTH SITUATION AND RESPOND TO FAMILIES' VARYING COMFORT LEVELS WITH IN-PERSON PROGRAMMING, WE LOOK FORWARD TO EASING BACK INTO OUR USUAL SLATE OF TEEN PROGRAMMING AS THE THEATRE RETURNS TO IN-PERSON EVENTS IN 2021/22.AFTER HAVING PAUSED THE PROGRAM IN SPRING 2020, BERKELEY REP OPENED APPLICATIONS IN SUMMER 2021 FOR OUR PRESTIGIOUS NEXT GENERATION FELLOWSHIP PROGRAM FOR COLLEGE GRADUATES CONSIDERING A CAREER IN THE ARTS. STAFF USED THE PERIOD WHILE THE PROGRAM WAS DORMANT TO CREATE POLICIES AND PROCEDURES TO ALLOW US TO REINSTATE IT SAFELY AND INCLUDE ALL THE LEARNING AND MENTORSHIP OPPORTUNITIES THAT ARE CENTRAL TO BERKELEY REP'S FELLOWSHIP EXPERIENCE. AS PART OF BERKELEY REP'S RECRUITMENT EFFORTS FOR THE FELLOWSHIP PROGRAM, BEGINNING IN MAY 2021 THE SCHOOL HOSTED A THREE-SESSION ONLINE BIPOC PLAY READING SERIES FOR EMERGING BIPOC THEATRE MAKERS, ADMINISTRATORS, AND TECHNICIANS. TO ASSIST PROSPECTIVE FELLOWSHIP APPLICANTS, BERKELEY REP ALSO HOSTED AN ONLINE INFORMATION SESSION IN JULY. MORE THAN 50 INTERESTED CANDIDATES PARTICIPATED LIVE (MANY MORE WATCHED THE ON-DEMAND RECORDING), AS MEMBERS OF BERKELEY REP'S STAFF AND TWO FORMER FELLOWS SHARED APPLICATION TIPS, INSIGHTS ABOUT LIFE AS A FELLOW, AND THOUGHTS ABOUT FUTURE JOB OPPORTUNITIES AS THEATRES NATIONWIDE BEGIN TO REOPEN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $194,317 | ExpenseAmt |
| Desc | FROM THE MOMENT IN-PERSON THEATRE ACTIVITIES WERE SUSPENDED, BERKELEY REP RECOGNIZED THE NEED TO CENTER OUR COMMITMENT TO SERVING ARTISTS. IN ADDITION TO PROVIDING PAID CREATIVE WORK TO ALL THE ARTISTS WHO PARTICIPATED IN REP ON-AIR AS ACTORS, DESIGNERS, AND MORE, WE SIGNIFICANTLY INCREASED OUR COMMISSIONING ACTIVITY DURING THIS PERIOD. COMMISSIONS INCLUDED FIVE FULL-LENGTH WORKS FROM DAVEED DIGGS AND RAFAEL CASAL, SARAH RUHL, DIPIKA GUHA, RICHARD MONTOYA (THE IDEA FOR WHICH WAS SPARKED BY HIS WORK ON PLACE/SETTINGS: BERKELEY), AND JACK THORNE AND NICO MULHY, AND AN ADDITIONAL TEN SHORT COMMISSIONS FOR A FUTURE PLACE/SETTINGS: OAKLAND PROJECT IN TOTAL, WE MADE 20 SHORT AND FIVE FULL-LENGTH COMMISSIONS IN 2020/21. THESE COMMISSIONS WERE A PROMISE TO ARTISTS, AUDIENCES, AND OURSELVES THAT WE WOULD SURVIVE THE EXISTENTIAL CHALLENGES OF THE PANDEMIC, AND THAT WHEN WE DID, THERE WOULD BE VIBRANT, VITAL STORIES AWAITING US.IN AUGUST 2021, WE HOSTED A SCALED-DOWN VERSION OF OUR GROUND FLOOR SUMMER LAB, WHICH IN PRE-PANDEMIC YEARS GATHERS AS MANY AS 100 ARTISTS AT OUR WEST BERKELEY CAMPUS EACH SUMMER TO WORK ON 12-22 PROJECTS. FOR THE 2021 SUMMER LAB, WE REALIZED THAT THE MOST SIGNIFICANT IMPACT THE PROGRAM COULD MAKE IN THE CURRENT ENVIRONMENT WAS TO SUPPORT OUR LOCAL ARTS COMMUNITY, SO WE HOSTED AN ALL-LOCAL SUMMER LAB, INVITING 27 LOCAL ARTISTS TO WORK ON 12 PROJECTS. THE ARTISTS' PALPABLE RELIEF WHEN THEY ENTERED OUR BUILDING AND SAW OTHER ARTISTS WITH WHOM TO WORK AFTER A YEAR OF ISOLATION WAS AS MOVING AS IT WAS MOMENTOUS IT REMINDED US OF THE IMPORTANT ROLE BERKELEY REP PLAYS IN THE CREATION AND DEVELOPMENT OF NEW THEATRICAL WORK. THE GENEROUS ARTIST-TO-ARTIST COLLABORATION ACROSS PROJECTS WAS MORE STRIKING THIS YEAR THAN EVER BEFORE, AS ARTISTS SERVED AS EACH OTHER'S ACTORS WHEN NEEDED, AS WELL AS AUDIENCE MEMBERS AND RESPONDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $204,470 | ExpenseAmt |
| Desc | THE 2009 ADDISON STREET WORKFORCE HOUSING PROJECT IN DOWNTOWN BERKELEY THAT WILL CONTAIN 45 APARTMENT UNITS AND TWO NEW SCHOOL OF THEATRE SPACES IS CURRENTLY ON SCHEDULE WITH AN EXPECTED COMPLETION DATE IN AUGUST 2022. AFTER A PAUSE IN WORK DUE TO COVID-19, CONSTRUCTION RESUMED ON THE PROJECT IN DECEMBER 2020. WHILE THERE HAVE BEEN SOME ISSUES WITH BUILDING MATERIAL PROCUREMENT THIS YEAR, OUR GENERAL CONTRACTOR HAS BEEN ABLE TO KEEP SUPPLIES AND BUILDING MATERIALS ARRIVING ON TIME.IN ADDITION TO THE 45 APARTMENT UNITS FOR VISITING ARTIST AND FELLOW HOUSING, THE BUILDING WILL HOUSE A LARGE STUDIO PERFORMANCE SPACE THAT WILL PROVIDE THE SCHOOL OF THEATRE WITH A DEDICATED PERFORMANCE VENUE FOR STUDENT WORK. THE SPACE ALSO WILL SERVE AS A NEW HOME FOR THE GROUND FLOOR TO SHOWCASE READINGS, WORKSHOP PRESENTATIONS, AND OTHER EARLY-STAGE WORK THAT WOULD BENEFIT FROM EXPOSURE TO AN AUDIENCE. BERKELEY REP USED THIS PERIOD WHILE THE COVID-19 PANDEMIC INTERRUPTED OUR REGULAR OPERATIONS TO LAUNCH 5-YEAR STRATEGIC INITIATIVES FOCUSED ON ARTISTIC PROGRAMMING, AUDIENCE DEVELOPMENT, ANTIRACISM AND INCLUSION, ARTS EDUCATION, COMMUNITY DIALOGUE, ORGANIZATION INFRASTRUCTURE, AND CLIMATE CHANGE. IN 2020/21, TRUSTEES AND STAFF WORKED CLOSELY TO CRAFT A VISION FOR HOW THESE FOCUS AREAS WILL INFORM THE THEATRE'S INTERNAL AND EXTERNAL OPERATIONS OVER THE NEXT FIVE YEARS. WHILE A FEW INITIATIVES ARE STILL IN AN IDEATION STAGE, WE HAVE BEGUN TO TAKE ACTION ON SEVERAL RECOMMENDATIONS MADE BY THE TASK FORCES.WITH ADMINISTRATION AND ARTISTIC STAFF PRIMARILY WORKING REMOTELY OVER THE LAST 19 MONTHS, ONE MAJOR AREA WAS UPDATING TECHNOLOGY TO STREAMLINE THE ORGANIZATION'S INFORMATION FLOW AND COMMUNICATIONS TOOLS. UPGRADES HAVE INCLUDED TRANSITIONING TO A NEW ACCOUNTING SOFTWARE, CONSOLIDATING COMMUNICATIONS ONTO MICROSOFT TEAMS, SWITCHING TO A NEW PHONE SYSTEM, AND MIGRATING OUR SERVER FILES TO CLOUD-BASED DATA STORAGE SOLUTIONS. INFRASTRUCTURE UPGRADES HAVE THE TWIN BENEFIT OF IMPROVING THE ORGANIZATION'S OPERATIONS AND HELPING ADVANCE THE THEATRE'S CLIMATE INITIATIVES. SINCE 2007, BERKELEY REP HAS MADE A CONSCIOUS COMMITMENT TO ENERGY RESPONSIBILITY. IN 2020/21, WITH WILDFIRES AND OTHER CLIMATE-RELATED DISASTERS IMPACTING OUR COMMUNITIES AND UNDERSCORING THE URGENCY FOR ACTION, BERKELEY REP REAFFIRMED OUR RESPONSIBILITY TO CONTRIBUTE TO THE WELL-BEING OF OUR PLANET AND WE BEGAN OUTLINING A PATH TOWARD CARBON NEUTRALITY. EFFORTS HAVE INCLUDED OUR SHIFTING TO LED LIGHTING IN OUR REHEARSAL HALLS AND IN THE NEVO EDUCATION CENTER; WE HOPE SOON TO TRANSITION OUR THEATRICAL STAGE LIGHTS TO LEDS. THE PANDEMIC HAS REDUCED OUR DEPENDENCE ON IN-PERSON MEETINGS, THEREBY DECREASING THE NEED FOR TRAVEL AND LOWERING OUR GREENHOUSE GAS EMISSIONS. ONGOING CONVERSATIONS AMONG OUR BOARD AND OUR STAFF ABOUT THE THEATRE'S ROLE AND RESPONSIBILITY AS A RESOURCE TO THE COMMUNITY HAVE FOREGROUNDED THE IMPORTANCE OF EXPANDING THE THEATRE'S RELATIONSHIP TO OUR COMMUNITY THROUGH DEEP, NON-TRANSACTIONAL PARTNERSHIPS. AS A RESULT, BERKELEY REP HAS CREATED IN DIALOGUE, A NEW PROGRAMMATIC INITIATIVE THAT WILL PLACE THE CAPACITY OF OUR THEATRE-MAKING SKILLS AND RESOURCES IN SERVICE OF OUR COMMUNITY. IN 2020/21 WE APPOINTED A NEW ASSOCIATE MANAGING DIRECTOR WHO, IN COLLABORATION WITH A SOON-TO-BE-HIRED ASSOCIATE ARTISTIC DIRECTOR, WILL LEAD DEVELOPMENT OF IN DIALOGUE.BERKELEY REP IS COMMITTED TO BECOMING AN ANTIRACIST ORGANIZATION THROUGH THE EFFORTS OF OUR BOARD, MANAGEMENT, AND STAFF. WE ARE COMMITTED TO ENSURING BLACK, INDIGENOUS, AND PEOPLE OF COLOR (BIPOC) ARE HOLISTICALLY REPRESENTED THROUGHOUT ALL LEVELS OF OUR ORGANIZATION: ON OUR BOARD, IN LEADERSHIP ROLES, ON- AND BACKSTAGE, AND IN OUR OFFICES, REHEARSAL ROOMS, PRODUCTION FACILITIES, AND AUDIENCE.THE BOARD GOVERNANCE COMMITTEE REVIEWED AND AMENDED BOARD POLICIES AND THE BOARD NOMINATION PROCESS TO AFFIRM THAT FINANCIAL OBLIGATIONS ARE NOT A BARRIER TO BOARD PARTICIPATION. TWO-THIRDS OF NEW TRUSTEES WHO JOINED US IN 2020/21 IDENTIFY AS BIPOC. THE BOARD OF DIRECTORS HAS COMMITTED TO MAINTAINING TIME AT EVERY BOARD MEETING FOR ANTI-RACISM TRAINING AND LEARNING. THE BOARD/STAFF ANTIRACISM WORKING GROUP IS COMPRISED OF EQUAL NUMBERS OF BOARD AND STAFF, AND SERVES AS A SPACE FOR ONGOING JEDI DIALOGUE, EDUCATION, AND PLANNING, WHILE CREATING A STRUCTURE FOR INTERNAL ACCOUNTABILITY. IN ADDITION TO OUR ONGOING BIPOC AFFINITY SPACE AND A WHITE ACTION/LEARNING SPACE, IN DECEMBER 2020 BERKELEY REP STAFF CREATED A STAFF-LED EDUCATION COMMITTEE TO PROGRAM AND FACILITATE ANTIRACISM CONVERSATIONS AND TRAININGS DURING ALL-STAFF MEETINGS. BERKELEY REP'S DIRECTOR OF HUMAN RESOURCES AND DIVERSITY HAS LED AN IN-DEPTH AUDIT OF THE THEATRE'S RECRUITMENT, SELECTION, AND HIRING PRACTICES, AND WE ARE NOW IN THE PROCESS OF FORMALIZING A NEW HIRING POLICY. WE HAVE REVISED JOB POSTINGS WITH A CRITICAL EYE TOWARD ELIMINATING LANGUAGE AND REQUIREMENTS THAT MAY RESULT IN GATEKEEPING, AND WE HAVE RECONFIGURED OUR HIRING COMMITTEES TO BE AT LEAST HALF BIPOC. WE ALSO CONDUCTED A WAGE ANALYSIS AND WILL CONTINUE TO POST SALARY RANGES FOR ALL OPEN POSITIONS PUBLICLY.THROUGHOUT 2020/21, BERKELEY REP'S EXECUTIVE LEADERSHIP TEAM WITH INPUT FROM THE BOARD AND STAFF WORKED TO DRAFT AN ANTIRACISM COMMITMENT, WHICH WAS POSTED ON THE THEATRE'S WEBSITE IN SEPTEMBER 2021. THE STATEMENT ACKNOWLEDGES BERKELEY REP'S POWER AND PRIVILEGE AS A HISTORICALLY AND PREDOMINANTLY WHITE LEGACY THEATRE THAT HAS PROFITED FROM THE KNOWLEDGE, STORIES, AND BODIES OF BLACK AND BROWN PEOPLE; OUTLINES THE ACTIONS WE HAVE TAKEN SO FAR IN OUR ANTIRACISM WORK; AND AFFIRMS OUR COMMITMENT TO CONTINUE THE WORK OF BECOMING AN ORGANIZATION THAT WELCOMES, SUPPORTS, AND HONORS THE FULLNESS AND COMPLEXITY OF ALL PEOPLE'S IDENTITIES.WHEN ARTISTIC DIRECTOR JOHANNA PFAELZER JOINED THE COMPANY IN 2019/20, WE FELT THE TIME WAS RIGHT TO REFRESH BERKELEY REP'S BRAND IDENTITY TO REFLECT THE BOLD IMAGINATION AND SPIRIT OF INNOVATION FOR WHICH THE THEATRE IS KNOWN. BERKELEY REP WORKED WITH GRAPHIC DESIGNER PAULA SCHER OF NEW YORK-BASED DESIGN FIRM PENTAGRAM AND HER TEAM TO DEVELOP A BRAND IDENTITY THAT ESTABLISHES A BOLD AND CONTEMPORARY VISUAL LANGUAGE FOR THE THEATRE IN LINE WITH ITS PROGRAMMING AND REPUTATION. IN JUNE 2021, BERKELEY REP UNVEILED OUR NEW BRAND IMAGE TO COINCIDE WITH THE ANNOUNCEMENT OF THE THEATRE'S 2021/22 SEASON. AS PART OF THE REBRAND, BERKELEY REP ALSO INVESTED IN A MUCH-NEED REDESIGN OF THE THEATRE'S WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $204,470 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,731,298 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 301 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JARED HAMMOND FINANCE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106472955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 HARRISON STREET | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| EMILY SHANKS | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JILL FUGARO | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE GOLDEN | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEWART OWEN | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUDHA PENNATHUR | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HENNING MATTHEW | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEONARD X ROSENBERG | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE NEMER DHANDA | ||||||||
| CHAIR, GOVERNANCE COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERRY FRANCIS | ||||||||
| CHAIR, AUDIT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAIL WAGNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FELICIA WOYTAK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERIT ASHLA | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD D BAKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERICA BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID COX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN EDGERTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN EDWARDS | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK FANNING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN GALATZ | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN GOLDIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HABER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KOSSMAN | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN C LOGAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA MCCANDLESS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA SEVERINO | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SHAPIRO | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER STRAUCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN STRUNSKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY TOMLINSON | ||||||||
| TRUSTEE (LEFT 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE C WOLAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA EGGERS | ||||||||
| TRUSTEE (START 12/20) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL ESPEY | ||||||||
| TRUSTEE (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN OLDHAM | ||||||||
| TRUSTEE (START 12/20) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS RUPP | ||||||||
| TRUSTEE (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY A SMITH | ||||||||
| TRUSTEE (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN WATT | ||||||||
| TRUSTEE (START 12/20) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MEDAK | ||||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | Yes (X) | $285,107 | $0 | $8,812 | ||
| JOHANNA PFAELZER | ||||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | Yes (X) | $281,646 | $0 | $15,902 | ||
| LYNN EVE KOMAROMI | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $151,142 | $0 | $17,960 | Yes (X) | |||
| THERESA VON KLUG | ||||||||
| GENERAL MANAGER | 40.00 | $148,954 | $0 | $23,906 | Yes (X) | |||
| STEVE TATE | ||||||||
| DIRECTOR OF MARKETING | 40.00 | $141,634 | $0 | $13,516 | Yes (X) | |||
| AUDREY HOO | ||||||||
| PRODUCTION MANAGER | 40.00 | $118,665 | $0 | $8,812 | Yes (X) | |||
| JARED HAMMOND | ||||||||
| FINANCE DIRECTOR | 40.00 | $117,782 | $0 | $8,408 | Yes (X) | |||
| ANTHONY TACCONE | ||||||||
| FORMER ARTISTIC DIRECTOR | 0.00 | $383,475 | $0 | $0 | Yes (X) | |||
| AMY POTOZKIN | ||||||||
| CASTING DIRECTOR | 40.00 | $174,425 | $0 | $7,144 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,802,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UPTIME USA INC | |||||
| 3470 MT DIABLO BLVE STE A130 | LAFAYETTE | CA | 94549 | IT SUPPORT | $191,431 |
| ELEVATOR REPAIR SERVICE | |||||
| 47 GREAT JONES ST 3RD FL | NEW YORK | NY | 10012 | THEATRICAL PRODUCTION | $145,000 |
| DE QUESADA ARCHITECTS INC | |||||
| 21 TAMAL VISTA BLVD STE 192 | CORTE MADERA | CA | 94925 | ARCHITECTURAL SERVICES | $128,357 |
| KQED | |||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | ADVERTISING | $109,440 |
| ARMANINO LLP | |||||
| PO BOX 888285 | LOS ANGELES | CA | 900888285 | AUDIT AND TAX PREPARATION | $104,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,541,533 | GovernmentGrantsAmt |
| All Other Contributions | $7,179,032 | AllOtherContributionsAmt |
| Noncash Contributions | $321,201 | NoncashContributionsAmt |
| Total Contributions | $10,720,565 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CO-PRODUCTION REVENUE | 711110 | $344,776 | $344,776 |
| TUITION/EDUCATION | 711110 | $150,076 | $150,076 |
| ADMISSIONS/SPECIAL PERFORMANCES | 711110 | $58,310 | $58,310 |
| SERVICE CHARGES | 711110 | $46,060 | $46,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $599,222 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,864 | TotalRevenueColumnAmt |
| Exclusion | $93,864 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591 | TotalRevenueColumnAmt |
| Exclusion | $591 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,865 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $247,194 | RealAmt |
| Personal | $337 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$194,329 | RealAmt |
| Personal | -$337 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$194,666 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$92,964 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$101,702 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $417,155 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,871 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,284 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,284 | TotalRevenueColumnAmt |
| Exclusion | $150,284 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $154 | TotalRevenueColumnAmt |
| Exclusion | $154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,370,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $599,222 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$92,964 | UnrelatedBusinessRevenueAmt |
| Exclusion | $143,191 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,965 | TotalAmt |
| Program Services | $1,965 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,586 | TotalAmt |
| Program Services | $382,094 | ProgramServicesAmt |
| Management And General | $164,473 | ManagementAndGeneralAmt |
| Fundraising | $98,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,070,744 | TotalAmt |
| Program Services | $2,389,067 | ProgramServicesAmt |
| Management And General | $1,218,743 | ManagementAndGeneralAmt |
| Fundraising | $462,934 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,532 | TotalAmt |
| Program Services | $240,416 | ProgramServicesAmt |
| Management And General | $79,507 | ManagementAndGeneralAmt |
| Fundraising | $50,609 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,402 | TotalAmt |
| Program Services | $529,690 | ProgramServicesAmt |
| Management And General | $115,276 | ManagementAndGeneralAmt |
| Fundraising | $56,436 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,086 | TotalAmt |
| Program Services | $222,488 | ProgramServicesAmt |
| Management And General | $72,551 | ManagementAndGeneralAmt |
| Fundraising | $39,047 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,121 | TotalAmt |
| Management And General | $115,121 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,144 | TotalAmt |
| Management And General | $30,144 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,040 | TotalAmt |
| Program Services | $126,108 | ProgramServicesAmt |
| Management And General | $12,198 | ManagementAndGeneralAmt |
| Fundraising | $68,734 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,387 | TotalAmt |
| Management And General | $26,750 | ManagementAndGeneralAmt |
| Fundraising | $21,637 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,530 | TotalAmt |
| Program Services | $68,664 | ProgramServicesAmt |
| Management And General | $11,401 | ManagementAndGeneralAmt |
| Fundraising | $26,465 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,320 | TotalAmt |
| Program Services | $49,320 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,836 | TotalAmt |
| Program Services | $333,485 | ProgramServicesAmt |
| Management And General | $9,064 | ManagementAndGeneralAmt |
| Fundraising | $8,287 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,863 | TotalAmt |
| Program Services | $6,980 | ProgramServicesAmt |
| Management And General | $1,245 | ManagementAndGeneralAmt |
| Fundraising | $638 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,339 | TotalAmt |
| Program Services | $437,339 | ProgramServicesAmt |
| Management And General | $11,500 | ManagementAndGeneralAmt |
| Fundraising | $11,500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,069 | TotalAmt |
| Program Services | $914,887 | ProgramServicesAmt |
| Management And General | $23,091 | ManagementAndGeneralAmt |
| Fundraising | $23,091 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,265 | TotalAmt |
| Program Services | $241,473 | ProgramServicesAmt |
| Management And General | -$39,656 | ManagementAndGeneralAmt |
| Fundraising | $6,448 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $380,875 | $223,308 | $129,899 | $27,668 |
| HOUSING | $314,632 | $314,632 | ||
| PRODUCTION MATERIALS | $153,401 | $153,401 | ||
| CREDIT CARD FEES | $149,584 | $95,981 | $32,021 | $21,582 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,667,721 | TotalAmt |
| Program Services | $6,731,298 | ProgramServicesAmt |
| Management And General | $2,013,328 | ManagementAndGeneralAmt |
| Fundraising | $923,095 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,708,980 | BOYAmt |
| EOY | $25,755,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,305 | BOYAmt |
| EOY | $254,974 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,962,511 | BOYAmt |
| EOY | $5,936,065 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,145 | BOYAmt |
| EOY | $439,603 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,054 | BOYAmt |
| EOY | $530,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,203,448 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,744,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,097,499 | BOYAmt |
| EOY | $39,458,812 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,336,025 | BOYAmt |
| EOY | $5,848,958 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,823 | BOYAmt |
| EOY | $60,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,417,342 | BOYAmt |
| EOY | $78,284,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,928 | BOYAmt |
| EOY | $2,522,906 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,959,680 | BOYAmt |
| EOY | $3,597,284 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,779,334 | BOYAmt |
| EOY | $32,395,578 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,753,361 | BOYAmt |
| EOY | $13,095,005 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,212 | BOYAmt |
| EOY | $150,740 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,287,515 | BOYAmt |
| EOY | $51,761,513 | 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 | $14,170,765 | BOYAmt |
| EOY | $15,000,453 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,959,062 | BOYAmt |
| EOY | $11,522,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,129,827 | BOYAmt |
| EOY | $26,522,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,417,342 | BOYAmt |
| EOY | $78,284,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,702,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $690,163 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $337 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $6,942,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,387,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,787,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,578,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,720,565 | CurrentTaxYearAmt |
| Total | $39,415,974 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,942,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,387,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,787,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,578,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,720,565 | CurrentTaxYearAmt |
| Total | $39,415,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,999,084 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,416,890 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,122 | CurrentTaxYearAmt |
| Total | $1,171,438 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $315,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154 | CurrentTaxYearAmt |
| Total | $986,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,573,659 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $45,395,516 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $4,786,529 | BeginningYearBalanceAmt |
| Contributions | $38,568 | ContributionsAmt |
| Investment Earnings Or Losses | $822,788 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,355 | OtherExpendituresAmt |
| End Year Balance | $5,620,530 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,457,274 | BeginningYearBalanceAmt |
| Contributions | $50,572 | ContributionsAmt |
| Investment Earnings Or Losses | $354,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,364 | OtherExpendituresAmt |
| End Year Balance | $4,786,529 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,977,979 | BeginningYearBalanceAmt |
| Contributions | $109,750 | ContributionsAmt |
| Investment Earnings Or Losses | $8,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $638,602 | OtherExpendituresAmt |
| End Year Balance | $4,457,274 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,810,546 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $218,326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,993 | OtherExpendituresAmt |
| End Year Balance | $4,977,979 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,341,982 | BeginningYearBalanceAmt |
| Contributions | $2,400 | ContributionsAmt |
| Investment Earnings Or Losses | $490,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,399 | OtherExpendituresAmt |
| End Year Balance | $4,810,546 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,802,299 | OtherCostOrOtherBasisAmt |
| Book Value | $2,802,299 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,830,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,562,024 | DepreciationAmt |
| Book Value | $22,268,740 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,511,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,764,755 | DepreciationAmt |
| Book Value | $746,477 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,059,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $417,857 | DepreciationAmt |
| Book Value | $13,641,296 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,458,812 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXECUTIVE RETIREMENT PLAN | Desc |
| Amt | $150,740 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $150,740 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,282,237 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $690,163 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,673 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $247,531 | OtherRevenueAmt |
| Revenue Not Reported | $942,367 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,339,870 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,144 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,144 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,370,014 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,889,444 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,673 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $247,194 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $251,867 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,637,577 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,144 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,144 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,667,721 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUNDS IS TO FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF BERKELEY REPERTORY THEATRE BY PROVIDING GENERAL SUPPORT IN MEETING THE OPERATING AND PROGRAM NEEDS OF BERKELEY REPERTORY THEATRE, AS DETERMINED BY BERKELEY REPERTORY THEATRE'S BOARD OF TRUSTEES. A DONOR MAKING A CONTRIBUTION TO THE ENDOWMENT FUND MAY IMPOSE SPECIFIC USE RESTRICTIONS (A "RESTRICTED PURPOSE") ON THE DONOR'S CONTRIBUTION, PROVIDED THAT ANY SUCH RESTRICTION MUST BE CLEARLY STATED IN THE DONOR'S GIFT INSTRUMENT. IF AT ANY TIME IN THE JUDGMENT OF THE BOARD OF TRUSTEES IT IS IMPOSSIBLE OR IMPRACTICABLE TO CARRY OUT EXACTLY THE RESTRICTED PURPOSE IN THE MANNER REQUESTED BY THE DONOR, A PURPOSE AND MANNER AS NEAR AS IS PRACTICABLE TO THE RESTRICTED PURPOSE SHALL BE DETERMINED BY THE BOARD OF TRUSTEES. |
| PART X, LINE 2: | THE THEATRE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE THEATRE EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS AN EXPENSE IN THE APPLICABLE YEAR. AS OF AUGUST 31, 2021, THE THEATRE DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE THEATRE FILES UNITED STATES OF AMERICA ("U.S.") FEDERAL, AND U.S. STATE TAX RETURNS. FOR U.S. STATE TAX RETURNS, THE THEATRE IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2015. FOR U.S. FEDERAL TAX RETURNS, THE THEATRE IS NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 247,531. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 247,194. |
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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY TACCONE | ||||||||||||||
| FORMER ARTISTIC DIRECTOR | $0 | $0 | $0 | $0 | $383,475 | $0 | $0 | $0 | $0 | $0 | $383,475 | $0 | $383,475 | $0 |
| JOHANNA PFAELZER | ||||||||||||||
| ARTISTIC DIRECTOR | $281,646 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,902 | $0 | $297,548 | $0 | $0 | $0 |
| SUSAN MEDAK | ||||||||||||||
| MANAGING DIRECTOR | $285,107 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,812 | $0 | $293,919 | $0 | $0 | $0 |
| AMY POTOZKIN | ||||||||||||||
| CASTING DIRECTOR | $82,929 | $0 | $0 | $0 | $91,496 | $0 | $0 | $0 | $7,144 | $0 | $181,569 | $0 | $0 | $0 |
| THERESA VON KLUG | ||||||||||||||
| GENERAL MANAGER | $148,954 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,906 | $0 | $172,860 | $0 | $0 | $0 |
| LYNN EVE KOMAROMI | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $151,142 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,960 | $0 | $169,102 | $0 | $0 | $0 |
| STEVE TATE | ||||||||||||||
| DIRECTOR OF MARKETING | $125,589 | $0 | $0 | $0 | $16,045 | $0 | $0 | $0 | $13,516 | $0 | $155,150 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | AMY POTOZKIN, CASTING DIRECTOR, RECEIVED SEVERANCE PAY OF $91,496. OF THE $383,475 THAT ANTHONY TACCONE, FORMER ARTISTIC DIRECTOR, RECEIVED IN DEFERRED COMPENSATION, $279,532 WAS FOR HIS 457(F) PLAN. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352273601 | BondIssuerEIN |
| Bond Issued | 2019-03-22 | BondIssuedDt |
| Issue Price | $32,910,239 | IssuePriceAmt |
| Purpose | CONSTRUCTION/CAPITAL PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $262,382 | RetiredAmt |
| Total Proceeds | $33,683,991 | TotalProceedsAmt |
| Capitalized Interest | $326,749 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $481,627 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $5,520,896 | OtherSpentProceedsAmt |
| Unspent | $26,907,716 | UnspentAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3: | FormAndLineReferenceDesc |
| Explanation | TOTAL PROCEEDS OF ISSUE INCLUDES $773,752 OF CUMULATIVE INTEREST EARNED ON PROCEEDS HELD IN AN INTEREST-BEARING ACCOUNT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $28,560 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $271,934 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,707 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOUND SPEAKER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | CARS DONATED TO BERKELEY REPERTORY THEATRE ARE SOLD BY CHARITABLE AUTO RESOURCES, INC. FOR A FEE. NET PROCEEDS ARE RECEIVED BY BERKELEY REPERTORY THEATRE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE MANAGING DIRECTOR, IN CONSULTATION WITH THE BOARD OR FINANCE COMMITTEE, AS THE MANAGING DIRECTOR DEEMS APPROPRIATE, IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE RETURN. THE MANAGING DIRECTOR SHALL PROVIDE THE FINANCE COMMITTEE WITH A SUBSTANTIALLY COMPLETE FORM 990 SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE MEMBERS OF THE FINANCE COMMITTEE. SUBSEQUENTLY, THE BOARD WILL BE INVITED TO REVIEW THE FORM 990 IN ITS ENTIRETY IN ADVANCE OF THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES, THE MANAGING DIRECTOR AND ARTISTIC DIRECTOR. NO TRUSTEE MAY USE HIS OR HER POSITION AT THE ORGANIZATION FOR PERSONAL GAIN OR TO BENEFIT ANOTHER AT THE EXPENSE OF THE ORGANIZATION, ITS MISSION, OR ITS REPUTATION. NEW TRUSTEES MUST SIGN THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AFFIRMING THEY HAVE READ THE CONFLICT OF INTEREST POLICY, ARE NOT AWARE OF ANY DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST THAT IS REQUIRED TO BE DISCLOSED, AND WILL PROMPTLY REPORT ANY FUTURE SITUATION THAT MIGHT CONSITUTE A CONFLICT OF INTEREST. ANNUAL SIGNATURES ARE NOT REQUIRED. IF A CONFLICT OF INTEREST FAILS TO BE DISCLOSED THE BOARD WILL INVESTIGATE THE SITUATION AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR IS NEGOTIATED BY THE BOARD PRESIDENT AND A COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED BY THE BOARD THROUGH ITS APPROVAL OF WRITTEN EMPLOYMENT AGREEMENTS AND THE ANNUAL BUDGET PROCESS. THE BOARD (OR A BOARD COMMITTEE) REVIEWS DATA GATHERED FROM THEATRE COMMUNICATIONS GROUP AND OTHER PUBLIC DATA, TAKING INTO ACCOUNT INDIVIDUAL PERFORMANCE AND THE COST OF LIVING IN THE BERKELEY, CALIFORNIA AREA. THE BOARD REGULARLY EVALUATES THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR. OTHER SALARIES ARE SUGGESTED BY MANAGEMENT AND APPROVED THROUGH THE BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | BERKELEY REPERTORY THEATRE'S FINANCIAL STATEMENTS ARE ANNUALLY PROVIDED TO DUN AND BRADSTREET. FINANCIAL STATEMENTS FOR MOST RECENTLY COMPLETED FISCAL YEAR ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RENTAL EXPENSES 337. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAD NOT CHANGED FROM THE PRIOR YEAR. |