BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349319015
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T19:27:28-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942887073EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY SOCIETY FOR THE PRESERVATION OFBusinessNameLine1Txt
Business Name Line2TRADITIONAL MUSICBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt
Phone5108591113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCALVIN ENGPersonNm
Person TitleINTERIM MANAGING DIRECTORPersonTitleTxt
Phone5108591113PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCALVINPersonFirstNm
Person LastENGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA H WILLIAMSPreparerPersonNm
PTINP01281212PTIN
Phone9166466464PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCALVIN ENGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,818,368GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FREIGHTANDSALVAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE FREIGHT AND SALVAGE PROMOTES PUBLIC AWARENESS AND UNDERSTANDING OF TRADITIONAL MUSIC.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee76TotalEmployeeCnt
Total Volunteers166TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,702,684PYContributionsGrantsAmt
CY Contributions Grants$3,748,344CYContributionsGrantsAmt
PY Program Service Revenue$848,953PYProgramServiceRevenueAmt
CY Program Service Revenue$995,357CYProgramServiceRevenueAmt
PY Investment Income$1,682PYInvestmentIncomeAmt
CY Investment Income$1,698CYInvestmentIncomeAmt
PY Other Revenue$70,676PYOtherRevenueAmt
CY Other Revenue$43,504CYOtherRevenueAmt
PY Total Revenue$2,623,995PYTotalRevenueAmt
CY Total Revenue$4,788,903CYTotalRevenueAmt
PY Grants And Similar Paid$58,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,507,063PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,350,300CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$325,473CYTotalFundraisingExpenseAmt
PY Other Expenses$884,499PYOtherExpensesAmt
CY Other Expenses$1,438,219CYOtherExpensesAmt
PY Total Expenses$2,449,562PYTotalExpensesAmt
CY Total Expenses$2,788,519CYTotalExpensesAmt
PY Revenues Less Expenses$174,433PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,000,384CYRevenuesLessExpensesAmt
Total Assets BOY$15,862,249TotalAssetsBOYAmt
Total Assets EOY$18,566,854TotalAssetsEOYAmt
Total Liabilities BOY$757,750TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,460,975TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,104,499NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,105,879NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FREIGHT & SALVAGE IS A NONPROFIT COMMUNITY ARTS ORGANIZATION DEDICATED TO PROMOTING PUBLIC AWARENESS AND UNDERSTANDING OF TRADITIONAL MUSIC - MUSIC THAT IS ROOTED IN AND EXPRESSIVE OF THE GREAT VARIETY OF REGIONAL, ETHNIC, AND SOCIAL CULTURES OF PEOPLES THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,455,291ExpenseAmt
Revenue$916,104RevenueAmt
DescIN 2021, THE ORGANIZATION WAS CLOSED THROUGH SEP. 9TH DUE TO THE COVID-19 PANDEMIC. DURING THE CLOSURE PROGRAMMING WAS PRESENTED IN ONLINE FORMS, AND THE ORGANIZATION CONTINUED ITS MISSION OF FEATURING AND SUPPORTING PERFORMERS OF TRADITIONAL AND FOLK MUSIC FROM AROUND THE WORLD. OVER 65 CONCERTS AND FESTIVALS WERE REIMAGINED FOR STREAMING PLATFORMS AND PRESENTED THROUGHOUT THE PANDEMIC, REACHING THOUSANDS OF HOUSE-BOUND AUDIENCES FROM ALL OVER THE GLOBE. ONCE THE ORGANIZATION REOPENED, WE STAGED CLOSE TO 50 TICKETED CONCERTS FEATURING APPROXIMATELY 180 PERFORMERS OF TRADITIONAL AND FOLK MUSIC FROM AROUND THE WORLD. ANNUAL ATTENDANCE WAS MORE THAN 12,171 PEOPLE, OF WHICH AT LEAST 10% RECEIVE FREE ADMISSION THROUGH A VARIETY OF OUTREACH PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$154,216ExpenseAmt
Revenue$122,757RevenueAmt
DescIN THE MIDST OF THE PANDEMIC IN 2021, THE FREIGHT & SALVAGE'S EDUCATION DEPARTMENT CONTINUED TO SERVE THE COMMUNITY WITH A WIDE ARRAY OF ONLINE PROGRAMMING. WE OFFERED 183 ONLINE CLASSES FOR ADULTS AND ALSO FACILITATED AN INTENSIVE ONLINE POETRY & MUSIC SERIES FOR BERKELEY UNIFIED SCHOOL DISTRICT MIDDLE SCHOOL STUDENTS, WHICH LED TO A DEEPER PARTNERSHIP AND PLANS FOR ADDITIONAL COLLABORATIONS WITH THE DISTRICT. WE ALSO HOSTED OVER 20 ONLINE LECTURES AND WORKSHOPS, EITHER ENTIRELY INITIATED BY THE FREIGHT OR IN CONJUNCTION WITH PARTNER ORGANIZATIONS AND ARTISTS. OUR EDUCATION PROGRAMMING INCLUDES EVERYTHING FROM FOLK AND JAZZ TO HIP-HOP AND BLUEGRASS AND BEYOND, AND HELPED THE FREIGHT STAY CONNECTED TO THE COMMUNITY WHILE OUR VENUE WAS CLOSED FOR THE BETTER PART OF THE YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION HAS MANY COMMUNITY PARTNERS, INCLUDING THE BERKELEY OLD-TIME MUSIC CONVENTION, LOCAL SCHOOL MUSIC PROGRAMS, SINGLE-DAY MUSIC FESTIVALS, A VARIETY OF LOCAL NON-PROFITS, AND AN ON-GOING COLLABORATION WITH OSHER LIFELONG LEARNING INSTITUTE TO PRESENT A LECTURE SERIES FOR OLDER ADULTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,609,507TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document79IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee76EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN ELLIOTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5108591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELIZABETH SEJA MIN
CO-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
BARBARA HIGBIE
CO-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
SHARON WASHINGTON
VICE-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
RUSSELL POLLACK
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
WILLIAM HAGGERTY
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
SUSAN KRAUSS
BOARD MEMBER1.00Yes (X)$0$0$0
CELIA RAMSAY
BOARD MEMBER1.00Yes (X)$0$0$0
RENEE HAYES
BOARD MEMBER1.00Yes (X)$0$0$0
JONATHAN SIEGEL
BOARD MEMBER1.00Yes (X)$0$0$0
ANNA WEIDMAN
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERTA BROOKS
BOARD MEMBER1.00Yes (X)$0$0$0
SHELLY DOTY
BOARD MEMBER1.00Yes (X)$0$0$0
ANNE MARIE MARTINS
BOARD MEMBER1.00Yes (X)$0$0$0
YVONNE MARTINEZ
BOARD MEMBER1.00Yes (X)$0$0$0
CALVIN ENG
INTERIM MANAGING DIRECTOR39.001.00Yes (X)$57,000$0$0
PETER WILLIAMS
ARTISTIC DIRECTOR1.001.00Yes (X)$110,000$0$13,775
SHARON DOLAN THRU MID-FEB
EXECUTIVE DIRECTOR40.00Yes (X)$88,324$0$10,384
FieldValueIRS element (for citing)
Total Reportable Comp From Org$255,324TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,159TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,996,162GovernmentGrantsAmt
All Other Contributions$1,752,182AllOtherContributionsAmt
Noncash Contributions$1,891NoncashContributionsAmt
Total Contributions$3,748,344TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$843,996$843,996
CLASS FEES900099$130,996$130,996
RENTAL INCOME900099$20,365$20,365
FieldValueIRS element (for citing)
Total Program Service Revenue$995,357TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,698TotalRevenueColumnAmt
Exclusion$1,698ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$42,220GrossSalesOfInventoryAmt
Cost Of Goods Sold$29,465CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,755TotalRevenueColumnAmt
Related Or Exempt Func Income$12,755RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$30,749TotalRevenueColumnAmt
Related Or Exempt Func Income$30,749RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,749OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,788,903TotalRevenueColumnAmt
Related Or Exempt Func Income$1,038,861RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,698ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$279,483TotalAmt
Program Services$154,729ProgramServicesAmt
Management And General$81,931ManagementAndGeneralAmt
Fundraising$42,823FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$857,940TotalAmt
Program Services$474,977ProgramServicesAmt
Management And General$251,506ManagementAndGeneralAmt
Fundraising$131,457FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$117,810TotalAmt
Program Services$63,800ProgramServicesAmt
Management And General$41,831ManagementAndGeneralAmt
Fundraising$12,179FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,067TotalAmt
Program Services$53,183ProgramServicesAmt
Management And General$27,518ManagementAndGeneralAmt
Fundraising$14,366FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,245TotalAmt
Management And General$30,245ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$280,454TotalAmt
Program Services$88,772ProgramServicesAmt
Management And General$114,986ManagementAndGeneralAmt
Fundraising$76,696FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$91,571TotalAmt
Program Services$1,800ProgramServicesAmt
Management And General$80,372ManagementAndGeneralAmt
Fundraising$9,399FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$225,717TotalAmt
Program Services$35,190ProgramServicesAmt
Management And General$171,689ManagementAndGeneralAmt
Fundraising$18,838FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$77,353TotalAmt
Program Services$41,856ProgramServicesAmt
Management And General$23,513ManagementAndGeneralAmt
Fundraising$11,984FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,245TotalAmt
Program Services$10ProgramServicesAmt
Management And General$870ManagementAndGeneralAmt
Fundraising$1,365FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$923TotalAmt
Management And General$923ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,982TotalAmt
Program Services$20,474ProgramServicesAmt
Management And General$10,841ManagementAndGeneralAmt
Fundraising$5,667FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,501TotalAmt
Management And General$15,501ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$672,318$670,428$1,436$454
PROGRAM EXPENSES$3,775$3,694$81
TAXES AND LICENSES$1,135$594$377$164

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,788,519TotalAmt
Program Services$1,609,507ProgramServicesAmt
Management And General$853,539ManagementAndGeneralAmt
Fundraising$325,473FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,046,810BOYAmt
EOY$4,748,037EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$104,493BOYAmt
EOY$70,436EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,313BOYAmt
EOY$2,470EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$28,156BOYAmt
EOY$17,538EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$72,777BOYAmt
EOY$86,808EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,138,681LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$195,279LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$927,989BOYAmt
EOY$943,402EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,678,711BOYAmt
EOY$12,698,163EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,862,249BOYAmt
EOY$18,566,854EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$161,766BOYAmt
EOY$270,457EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$272,084BOYAmt
EOY$443,165EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$323,900BOYAmt
EOY$747,353EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$757,750BOYAmt
EOY$1,460,975EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,104,499BOYAmt
EOY$17,105,879EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,104,499BOYAmt
EOY$17,105,879EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,862,249BOYAmt
EOY$18,566,854EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,000,384ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$996NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,178,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,672,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,526,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,702,684CurrentTaxYearMinus1YearAmt
Current Tax Year$3,748,344CurrentTaxYearAmt
Total$9,829,143TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,835,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,411,497CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,486,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$933,715CurrentTaxYearMinus1YearAmt
Current Tax Year$1,017,212CurrentTaxYearAmt
Total$11,684,845TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,014,392CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,084,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,013,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,636,399CurrentTaxYearMinus1YearAmt
Current Tax Year$4,765,556CurrentTaxYearAmt
Total$21,513,988TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$583,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$688,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$771,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$817,104CurrentTaxYearMinus1YearAmt
Current Tax Year$342,040CurrentTaxYearAmt
Total$3,202,581TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$583,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$688,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$771,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$817,104CurrentTaxYearMinus1YearAmt
Current Tax Year$342,040CurrentTaxYearAmt
Total$3,202,581TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$18,311,407PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,435,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,080CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,787CurrentTaxYearMinus1YearAmt
Current Tax Year$22,063CurrentTaxYearAmt
Total$3,611,345TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,435,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,080CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,787CurrentTaxYearMinus1YearAmt
Current Tax Year$22,063CurrentTaxYearAmt
Total$3,611,345TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,346CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,603CurrentTaxYearMinus1YearAmt
Current Tax Year$30,749CurrentTaxYearAmt
Total$149,977TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,472,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,236,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,089,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,658,789CurrentTaxYearMinus1YearAmt
Current Tax Year$4,818,368CurrentTaxYearAmt
Total$25,275,310TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72450PublicSupportCY509Pct
Public Support PY5090.69990PublicSupportPY509Pct
Investment Income CY0.14290InvestmentIncomeCYPct
Investment Income PY0.15490InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$963,812OtherCostOrOtherBasisAmt
Depreciation$88,724DepreciationAmt
Book Value$875,088BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$174,869OtherCostOrOtherBasisAmt
Depreciation$106,555DepreciationAmt
Book Value$68,314BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$943,402TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Book Value$12,698,163BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,698,163TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSVOG REFUNDABLE ADVANCEDesc
Amt$747,353Amt
FieldValueIRS element (for citing)
Total Liability$747,353TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE INTERIM MANAGING DIRECTOR, TREASURER, AND MEMBERS OF THE FINANCE COMMITTEE CONDUCT A THOROUGH REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD CHAIR ASSURES AND OVERSEES THE PREPARATION OF AN ANNUAL DISCLOSURE DOCUMENT AND REGULARLY SOLICITS INFORMATION TO LEARN OF ANY SUBSTANTIAL CHANGES REGARDING POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE HR COMMITTEE CONDUCTED A FACT FINDING STUDY, PLUS AN ASSESSMENT OF THE ORGANIZATION'S FINANCIAL POSITION, THEN MADE THEIR RECOMMENDATION AND PRESENTED IT TO THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST, GOVERNING DOCUMENTS, BOARD POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON SITE OR BY EMAIL.
FORM 990, PART IX, LINE 11GOTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 88,772. MANAGEMENT AND GENERAL EXPENSES 114,986. FUNDRAISING EXPENSES 76,696. TOTAL EXPENSES 280,454.
FORM 990, PART XII, LINE 2(C)THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS IN THE CURRENT TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY TRADITIONAL MUSIC FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
EIN273945670EIN
Primary ActivitiesSUPPORT THE BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC, INC.PrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12C, III-FIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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