2022-05-13T16:54:02-05:00 2021-08-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-09-01 941679756 BERKELEY REPERTORY THEATRE BERK 5106472900 999 HARRISON STREET BERKELEY CA 94710 HENNING MATHEW TREASURER 5106472900 2022-05-09 1 HENNING MATHEW 999009999 KATY BROWN P00650274 9257902600 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUSAN MEDAK 999 HARRISON STREET BERKELEY CA 94710 11884416 0 X WWW.BERKELEYREP.ORG X 1968 CA THE THEATRE PRODUCES PREMIERS OF NEW WORK AND MAJOR PRODUCTIONS FROM AN INTERNATIONAL REPERTOIRE. 32 30 301 110 -92964 0 6578220 10720565 5766752 599222 252480 244148 -252663 -193921 12344789 11370014 3603 1965 0 0 8843457 6121350 0 0 923095 6660580 3544406 15507640 9667721 -3162851 1702293 72417342 78284133 48287515 51761513 24129827 26522620 X PLEASE SEE SCHEDULE O FOR THE COMPLETE MISSION STATEMENT. 0 0 5769031 455946 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. 563480 1965 143276 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. 194317 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. 204470 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. 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TRUSTEE 1.00 X 0 0 0 LAUREN EDGERTON TRUSTEE 1.00 X 0 0 0 ROBIN EDWARDS TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 CHUCK FANNING TRUSTEE 1.00 X 0 0 0 KAREN GALATZ TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 STEVEN GOLDIN TRUSTEE 1.00 X 0 0 0 SCOTT HABER TRUSTEE 1.00 X 0 0 0 MICHAEL KOSSMAN TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 JONATHAN C LOGAN TRUSTEE 1.00 X 0 0 0 SANDRA MCCANDLESS TRUSTEE 1.00 X 0 0 0 LAURA SEVERINO TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 RICHARD SHAPIRO TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 ROGER STRAUCH TRUSTEE 1.00 X 0 0 0 JEAN STRUNSKY TRUSTEE 1.00 X 0 0 0 KELLY TOMLINSON TRUSTEE (LEFT 05/21) 1.00 X 0 0 0 STEVE C WOLAN TRUSTEE 1.00 X 0 0 0 SANDRA EGGERS TRUSTEE (START 12/20) 1.00 X 0 0 0 BILL ESPEY TRUSTEE (START 05/21) 1.00 X 0 0 0 JUAN OLDHAM TRUSTEE (START 12/20) 1.00 X 0 0 0 CHRIS RUPP TRUSTEE (START 05/21) 1.00 X 0 0 0 SHERRY A SMITH TRUSTEE (START 05/21) 1.00 X 0 0 0 BRIAN WATT TRUSTEE (START 12/20) 1.00 X 0 0 0 SUSAN MEDAK MANAGING DIRECTOR 40.00 X X 285107 0 8812 JOHANNA PFAELZER ARTISTIC DIRECTOR 40.00 X X 281646 0 15902 LYNN EVE KOMAROMI DIRECTOR OF DEVELOPMENT 40.00 X 151142 0 17960 THERESA VON KLUG GENERAL MANAGER 40.00 X 148954 0 23906 STEVE TATE DIRECTOR OF MARKETING 40.00 X 141634 0 13516 AUDREY HOO PRODUCTION MANAGER 40.00 X 118665 0 8812 JARED HAMMOND FINANCE DIRECTOR 40.00 X 117782 0 8408 ANTHONY TACCONE FORMER ARTISTIC DIRECTOR 0.00 X 383475 0 0 AMY POTOZKIN CASTING DIRECTOR 40.00 X 174425 0 7144 1802830 0 104460 10 1 1 0 UPTIME USA INC 3470 MT DIABLO BLVE STE A130 LAFAYETTE CA 94549 IT SUPPORT 191431 ELEVATOR REPAIR SERVICE 47 GREAT JONES ST 3RD FL NEW YORK NY 10012 THEATRICAL PRODUCTION 145000 DE QUESADA ARCHITECTS INC 21 TAMAL VISTA BLVD STE 192 CORTE MADERA CA 94925 ARCHITECTURAL SERVICES 128357 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 941101426 ADVERTISING 109440 ARMANINO LLP PO BOX 888285 LOS ANGELES CA 900888285 AUDIT AND TAX PREPARATION 104032 5 3541533 7179032 321201 10720565 CO-PRODUCTION REVENUE 711110 344776 344776 TUITION/EDUCATION 711110 150076 150076 ADMISSIONS/SPECIAL PERFORMANCES 711110 58310 58310 SERVICE CHARGES 711110 46060 46060 599222 93864 93864 591 591 52865 247194 337 -194329 -337 -194666 -92964 -101702 417155 266871 150284 150284 150284 MISCELLANEOUS REVENUE 711110 154 154 154 11370014 599222 -92964 143191 1965 1965 644586 382094 164473 98019 4070744 2389067 1218743 462934 370532 240416 79507 50609 701402 529690 115276 56436 334086 222488 72551 39047 115121 115121 30144 30144 207040 126108 12198 68734 48387 26750 21637 106530 68664 11401 26465 49320 49320 350836 333485 9064 8287 8863 6980 1245 638 460339 437339 11500 11500 961069 914887 23091 23091 208265 241473 -39656 6448 MISCELLANEOUS 380875 223308 129899 27668 HOUSING 314632 314632 PRODUCTION MATERIALS 153401 153401 CREDIT CARD FEES 149584 95981 32021 21582 9667721 6731298 2013328 923095 29708980 25755129 67305 254974 4962511 5936065 75145 439603 94054 530566 58203448 18744636 32097499 39458812 5336025 5848958 75823 60026 72417342 78284133 671928 2522906 1959680 3597284 32779334 32395578 12753361 13095005 123212 150740 48287515 51761513 X 14170765 15000453 9959062 11522167 24129827 26522620 72417342 78284133 X 1702293 690163 337 X X 0 1 X 1 0 X 6942336 7387418 7787435 6578220 10720565 39415974 6942336 7387418 7787435 6578220 10720565 39415974 2999084 36416890 263242 191516 173606 420952 122122 1171438 315699 310023 354432 5939 154 986247 41573659 45395516 0.87600 0.84890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4786529 38568 822788 27355 5620530 4457274 50572 354047 75364 4786529 4977979 109750 8147 638602 4457274 4810546 100 218326 50993 4977979 4341982 2400 490563 24399 4810546 0.28510 0.60430 0.11060 0 0 2802299 2802299 37830764 15562024 22268740 3511232 2764755 746477 14059153 417857 13641296 39458812 EXECUTIVE RETIREMENT PLAN 150740 150740 X 12282237 690163 4673 247531 942367 11339870 30144 30144 11370014 9889444 4673 247194 251867 9637577 30144 30144 9667721 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. X X X X X 1 1 0 0 0 0 0 0 0 ANTHONY TACCONE FORMER ARTISTIC DIRECTOR 0 0 0 0 383475 0 0 0 0 0 383475 0 383475 0 JOHANNA PFAELZER ARTISTIC DIRECTOR 281646 0 0 0 0 0 0 0 15902 0 297548 0 0 0 SUSAN MEDAK MANAGING DIRECTOR 285107 0 0 0 0 0 0 0 8812 0 293919 0 0 0 AMY POTOZKIN CASTING DIRECTOR 82929 0 0 0 91496 0 0 0 7144 0 181569 0 0 0 THERESA VON KLUG GENERAL MANAGER 148954 0 0 0 0 0 0 0 23906 0 172860 0 0 0 LYNN EVE KOMAROMI DIRECTOR OF DEVELOPMENT 151142 0 0 0 0 0 0 0 17960 0 169102 0 0 0 STEVE TATE DIRECTOR OF MARKETING 125589 0 0 0 16045 0 0 0 13516 0 155150 0 0 0 PART I, LINES 4A-B 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. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2019-03-22 32910239 CONSTRUCTION/CAPITAL PROJECTS 0 0 0 A 262382 33683991 326749 481627 5520896 26907716 2021 0 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART II, LINE 3: TOTAL PROCEEDS OF ISSUE INCLUDES $773,752 OF CUMULATIVE INTEREST EARNED ON PROCEEDS HELD IN AN INTEREST-BEARING ACCOUNT. X 1 3000 FMV X 28560 FMV X 10 271934 FMV X 3 7707 FMV X SOUND SPEAKER 1 10000 FMV 0 0 1 1 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. 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.