BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201933169349304283
Schema version
2018v3.1
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)
Return2019-11-12T13:51:49-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Phone5105487603PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON DOLANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5105487603PhoneNum
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.231.71.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm13:32:39IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id08FFCAFBD4B537562C5EDF803C60B0709196F1C2AtSubmissionCreationDeviceId
At Submission Filing Device Id67639D8D55F6B218ED5E382FB77B71D17F0527F1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSHARON DOLANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,236,763GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee70TotalEmployeeCnt
Total Volunteers126TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$5,340NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,178,820PYContributionsGrantsAmt
CY Contributions Grants$1,672,840CYContributionsGrantsAmt
PY Program Service Revenue$2,506,288PYProgramServiceRevenueAmt
CY Program Service Revenue$3,006,643CYProgramServiceRevenueAmt
PY Investment Income$3,370,586PYInvestmentIncomeAmt
CY Investment Income$282CYInvestmentIncomeAmt
PY Other Revenue$298,130PYOtherRevenueAmt
CY Other Revenue$340,691CYOtherRevenueAmt
PY Total Revenue$7,353,824PYTotalRevenueAmt
CY Total Revenue$5,020,456CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,388,636PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,568,982CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$341,558CYTotalFundraisingExpenseAmt
PY Other Expenses$2,246,388PYOtherExpensesAmt
CY Other Expenses$2,781,549CYOtherExpensesAmt
PY Total Expenses$3,635,024PYTotalExpensesAmt
CY Total Expenses$4,350,531CYTotalExpensesAmt
PY Revenues Less Expenses$3,718,800PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$669,925CYRevenuesLessExpensesAmt
Total Assets BOY$14,484,931TotalAssetsBOYAmt
Total Assets EOY$15,154,920TotalAssetsEOYAmt
Total Liabilities BOY$516,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$514,584TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,968,144NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,640,336NetAssetsOrFundBalancesEOYAmt
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$3,424,939ExpenseAmt
Revenue$3,321,165RevenueAmt
DescIN 2018, THE ORGANIZATION STAGED APPROXIMATELY 330 TICKETED CONCERTS FEATURING APPROXIMATELY 1,000 PERFORMERS OF TRADITIONAL AND FOLK MUSIC, ATTENDED BY NEARLY 80,000 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,773ExpenseAmt
Revenue$31,000RevenueAmt
DescTHE ORGANIZATION CONDUCTED MUSIC EDUCATION CLASSES AND WORKSHOPS. THE ORGANIZATION OFFERED OVER 100 WORKSHOPS, WITH OVER 500 STUDENTS. ALSO OFFERED WERE OVER 110 6-WEEK CLASSES THROUGHOUT THE YEAR, WITH OVER 925 STUDENTS IN ATTENDANCE. CLASS AND WORKSHOP OFFERINGS INCLUDE INSTRUCTION IN MUSIC HISTORY, BANJO, GUITAR, MANDOLIN, FOLK SONG REPERTOIRE, FIDDLE, HARMONY SINGING, SONGWRITING, MUSIC THEORY, DULCIMER, UPRIGHT BASS, HARMONICA, AND UKULELE, ALONG WITH MULTI-INSTRUMENT ENSEMBLE CLASSES FOCUSING ON BLUEGRASS AND OLD-TIME STRING MUSIC STYLES.THE ORGANIZATION HOLDS AN ANNUAL "FIDDLEKIDS" CAMP FOR ONE WEEK DURING THE SUMMER. 60 CHILDREN ATTENDED THE 2018 FIDDLEKIDS CAMP CLASSES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION HAS AN ON-GOING COLLABORATION WITH OSHER LIFELONG LEARNING INSTITUTE, OFFERING APPROXIMATELY 25 EVENTS TO MORE THAN 3,000 PARTICIPANTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,446,712TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document233IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee70EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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 OtherYes (1)CompensationProcessOtherInd
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 Line1SHARON DOLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106442020PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BETH SAWI
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
ELIZABETH SEJA MIN
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
SUSAN KRAUSS
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
RUSSELL D POLLOCK
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
KATHY CRANDALL
BOARD MEMBER1.00Yes (X)$0$0$0
SHELLEY DOTY
BOARD MEMBER1.001.00Yes (X)$0$0$0
PETER GLAZER
BOARD MEMBER1.00Yes (X)$0$0$0
BARBARA HIGBIE
BOARD MEMBER1.00Yes (X)$0$0$0
GLENN JACKSON
BOARD MEMBER1.00Yes (X)$0$0$0
CLYDE LELAND
BOARD MEMBER1.00Yes (X)$0$0$0
NATE LEVINE
BOARD MEMBER1.00Yes (X)$0$0$0
SARAH ROBERTSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
ELI WIRTSCHAFTER
BOARD MEMBER1.001.00Yes (X)$0$0$0
JOHN M WILLIAMSON
BOARD MEMBER1.00Yes (X)$0$0$0
KERRY PARKER
BOARD MEMBER1.00Yes (X)$0$0$0
ANNA WEIDMAN
BOARD MEMBER1.00Yes (X)$0$0$0
KOFY BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
CALVIN ENG
BOARD MEMBER1.00Yes (X)$0$0$0
BILL HAGGERTY
BOARD MEMBER1.00Yes (X)$0$0$0
CELIA RAMSAY
BOARD MEMBER1.00Yes (X)$0$0$0
JONATHAN SIEGEL
BOARD MEMBER1.00Yes (X)$0$0$0
SHARON DOLAN
EXECUTIVE DIRECTOR39.001.00Yes (X)$125,600$0$11,202
FieldValueIRS element (for citing)
Total Reportable Comp From Org$125,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,202TotalOtherCompensationAmt
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$13,000GovernmentGrantsAmt
All Other Contributions$1,659,840AllOtherContributionsAmt
Noncash Contributions$6,495NoncashContributionsAmt
Total Contributions$1,672,840TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$2,647,639$2,647,639
CLASS FEES900099$214,325$214,325
RENTAL INCOME900099$81,798$81,798
PROGRAM FEES900099$62,881$62,881
FieldValueIRS element (for citing)
Total Program Service Revenue$3,006,643TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$282TotalRevenueColumnAmt
Exclusion$282ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$90,792FundraisingGrossIncomeAmt
Fundraising Direct Expenses$95,623FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,831TotalRevenueColumnAmt
Exclusion-$4,831ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$395,860GrossSalesOfInventoryAmt
Cost Of Goods Sold$120,684CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,176TotalRevenueColumnAmt
Related Or Exempt Func Income$275,176RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$70,346TotalRevenueColumnAmt
Related Or Exempt Func Income$70,346RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$70,346OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,020,456TotalRevenueColumnAmt
Related Or Exempt Func Income$3,352,165RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$4,549ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$136,802TotalAmt
Program Services$89,994ProgramServicesAmt
Management And General$22,815ManagementAndGeneralAmt
Fundraising$23,993FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,172,027TotalAmt
Program Services$771,011ProgramServicesAmt
Management And General$195,462ManagementAndGeneralAmt
Fundraising$205,554FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$149,387TotalAmt
Program Services$87,935ProgramServicesAmt
Management And General$40,279ManagementAndGeneralAmt
Fundraising$21,173FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$110,766TotalAmt
Program Services$69,894ProgramServicesAmt
Management And General$20,668ManagementAndGeneralAmt
Fundraising$20,204FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,985TotalAmt
Program Services$2,490ProgramServicesAmt
Management And General$6,495ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,913TotalAmt
Program Services$1,663ProgramServicesAmt
Management And General$25,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$125,661TotalAmt
Program Services$48,510ProgramServicesAmt
Management And General$61,415ManagementAndGeneralAmt
Fundraising$15,736FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,782TotalAmt
Program Services$51,002ProgramServicesAmt
Management And General$53,374ManagementAndGeneralAmt
Fundraising$9,406FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$159,281TotalAmt
Program Services$57,539ProgramServicesAmt
Management And General$84,271ManagementAndGeneralAmt
Fundraising$17,471FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$102,714TotalAmt
Program Services$62,879ProgramServicesAmt
Management And General$26,399ManagementAndGeneralAmt
Fundraising$13,436FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,518TotalAmt
Program Services$267ProgramServicesAmt
Management And General$4,838ManagementAndGeneralAmt
Fundraising$413FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,854TotalAmt
Program Services$7,166ProgramServicesAmt
Management And General$3,376ManagementAndGeneralAmt
Fundraising$5,312FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,675TotalAmt
Program Services$7,384ProgramServicesAmt
Management And General$4,087ManagementAndGeneralAmt
Fundraising$3,204FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,750TotalAmt
Program Services$17,252ProgramServicesAmt
Management And General$4,616ManagementAndGeneralAmt
Fundraising$3,882FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$2,172,902$2,170,858$435$1,609
TAXES AND LICENSES$9,514$868$8,481$165

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,350,531TotalAmt
Program Services$3,446,712ProgramServicesAmt
Management And General$562,261ManagementAndGeneralAmt
Fundraising$341,558FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,246,242BOYAmt
EOY$1,687,252EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$163,205BOYAmt
EOY$381,232EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,225BOYAmt
EOY$9,675EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,814BOYAmt
EOY$31,350EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$43,013BOYAmt
EOY$67,234EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$412,719LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$102,407LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$235,901BOYAmt
EOY$310,312EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,757,531BOYAmt
EOY$12,667,865EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,484,931BOYAmt
EOY$15,154,920EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$206,267BOYAmt
EOY$198,896EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$310,520BOYAmt
EOY$315,688EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$516,787BOYAmt
EOY$514,584EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,968,144BOYAmt
EOY$14,640,336EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,968,144BOYAmt
EOY$14,640,336EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,484,931BOYAmt
EOY$15,154,920EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$669,925ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,267NetUnrlzdGainsLossesInvstAmt
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 Required0FederalGrantAuditRequiredInd

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$781,642CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$835,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,041,490CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,178,820CurrentTaxYearMinus1YearAmt
Current Tax Year$1,672,840CurrentTaxYearAmt
Total$5,510,004TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,893,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,141,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,320,229CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,835,572CurrentTaxYearMinus1YearAmt
Current Tax Year$3,411,497CurrentTaxYearAmt
Total$12,603,006TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,675,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,977,149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,361,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,014,392CurrentTaxYearMinus1YearAmt
Current Tax Year$5,084,337CurrentTaxYearAmt
Total$18,113,010TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$402,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$583,602CurrentTaxYearMinus1YearAmt
Current Tax Year$688,094CurrentTaxYearAmt
Total$2,619,840TotalAmt

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$402,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$583,602CurrentTaxYearMinus1YearAmt
Current Tax Year$688,094CurrentTaxYearAmt
Total$2,619,840TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,493,170PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,604CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$117,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,435,639CurrentTaxYearMinus1YearAmt
Current Tax Year$82,080CurrentTaxYearAmt
Total$3,868,418TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,604CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$117,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,435,639CurrentTaxYearMinus1YearAmt
Current Tax Year$82,080CurrentTaxYearAmt
Total$3,868,418TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$22,028CurrentTaxYearMinus1YearAmt
Current Tax Year$70,346CurrentTaxYearAmt
Total$92,374TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,782,548CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,102,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,479,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,472,059CurrentTaxYearMinus1YearAmt
Current Tax Year$5,236,763CurrentTaxYearAmt
Total$22,073,802TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.70190PublicSupportCY509Pct
Public Support PY5090.67640PublicSupportPY509Pct
Investment Income CY0.17520InvestmentIncomeCYPct
Investment Income PY0.20400InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$228,645OtherCostOrOtherBasisAmt
Depreciation$30,533DepreciationAmt
Book Value$198,112BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$93,027OtherCostOrOtherBasisAmt
Depreciation$71,874DepreciationAmt
Book Value$21,153BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$91,047OtherCostOrOtherBasisAmt
Book Value$91,047BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$310,312TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Book Value$12,667,865BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,667,865TotalBookValueOtherAssetsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HEART & SOULEvent1Nm
Gross Receipts Event1$90,792GrossReceiptsEvent1Amt
Gross Revenue Event1$90,792GrossRevenueEvent1Amt
Rent Facility Costs Event1$758RentFacilityCostsEvent1Amt
Food And Beverage Event1$43,685FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$51,180OtherDirectExpensesEvent1Amt
Gross Receipts Total$90,792GrossReceiptsTotalAmt
Gross Revenue Total Events$90,792GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$758RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$43,685FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$51,180OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$95,623DirectExpenseSummaryEventsAmt
Net Income Summary-$4,831NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE 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 15THE 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. THIS PROCESS WAS LAST UNDERTAKEN IN 2014.
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 XII, LINE 2C: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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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