BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349304766
Schema version
2017v2.3
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)
Return2018-11-15T10:23:41-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT ASSOCIATES INCBusinessNameLine1Txt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.231.71.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm16:52:47IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFE510D61E4D2985E17FCD539A2EFFDC0C8D4B79DAtSubmissionCreationDeviceId
At Submission Filing Device Id08FFCAFBD4B537562C5EDF803C60B0709196F1C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$7,472,059GrossReceiptsAmt
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 Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee62TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,041,490PYContributionsGrantsAmt
CY Contributions Grants$1,178,820CYContributionsGrantsAmt
PY Program Service Revenue$1,916,154PYProgramServiceRevenueAmt
CY Program Service Revenue$2,506,288CYProgramServiceRevenueAmt
PY Investment Income$65,180PYInvestmentIncomeAmt
CY Investment Income$3,370,586CYInvestmentIncomeAmt
PY Other Revenue$249,534PYOtherRevenueAmt
CY Other Revenue$298,130CYOtherRevenueAmt
PY Total Revenue$3,272,358PYTotalRevenueAmt
CY Total Revenue$7,353,824CYTotalRevenueAmt
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$1,152,489PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,388,636CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$264,634CYTotalFundraisingExpenseAmt
PY Other Expenses$1,806,870PYOtherExpensesAmt
CY Other Expenses$2,246,388CYOtherExpensesAmt
PY Total Expenses$2,959,359PYTotalExpensesAmt
CY Total Expenses$3,635,024CYTotalExpensesAmt
PY Revenues Less Expenses$312,999PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,718,800CYRevenuesLessExpensesAmt
Total Assets BOY$11,044,624TotalAssetsBOYAmt
Total Assets EOY$14,484,931TotalAssetsEOYAmt
Total Liabilities BOY$795,280TotalLiabilitiesBOYAmt
Total Liabilities EOY$516,787TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,249,344NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,968,144NetAssetsOrFundBalancesEOYAmt
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$2,872,992ExpenseAmt
Revenue$2,773,517RevenueAmt
DescIN 2017, THE ORGANIZATION STAGED APPROXIMATELY 335 TICKETED CONCERTS FEATURING APPROXIMATELY 1,000 PERFORMERS OF TRADITIONAL AND FOLK MUSIC, ATTENDED BY MORE THAN 80,000 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION, IN COLLABORATION WITH BERKELEY TRADITIONAL MUSIC FOUNDATION, CONDUCTED MUSIC EDUCATION CLASSES AND WORKSHOPS. THE ORGANIZATION OFFERED OVER 90 WORKSHOPS, WITH OVER 1,500 STUDENTS. ALSO OFFERED WERE OVER 179 6-WEEK CLASSES THROUGHOUT THE YEAR, WITH OVER 1,325 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.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$2,872,992TotalProgramServiceExpensesAmt
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 Document241IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee62EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
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 (25 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
KHALIL SULLIVAN
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFREY NO
BOARD MEMBER1.00Yes (X)$0$0$0
ROBIN FLOWER
BOARD MEMBER1.00Yes (X)$0$0$0
SHARON DOLAN
EXECUTIVE DIRECTOR39.001.00Yes (X)$125,764$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$125,764TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
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$14,100GovernmentGrantsAmt
All Other Contributions$1,164,720AllOtherContributionsAmt
Noncash Contributions$21,772NoncashContributionsAmt
Total Contributions$1,178,820TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCERTS900099$2,342,101$2,342,101
PROGRAM FEES900099$99,134$99,134
RENTAL INCOME900099$65,053$65,053
FieldValueIRS element (for citing)
Total Program Service Revenue$2,506,288TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,370,586TotalRevenueColumnAmt
Exclusion$3,370,586ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$49,417FundraisingGrossIncomeAmt
Fundraising Direct Expenses$18,516FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,901TotalRevenueColumnAmt
Exclusion$30,901ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$344,920GrossSalesOfInventoryAmt
Cost Of Goods Sold$99,719CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$245,201TotalRevenueColumnAmt
Related Or Exempt Func Income$245,201RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$22,028TotalRevenueColumnAmt
Related Or Exempt Func Income$22,028RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$22,028OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,353,824TotalRevenueColumnAmt
Related Or Exempt Func Income$2,773,517RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,401,487ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$125,764TotalAmt
Program Services$82,900ProgramServicesAmt
Management And General$32,311ManagementAndGeneralAmt
Fundraising$10,553FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,031,254TotalAmt
Program Services$683,129ProgramServicesAmt
Management And General$179,229ManagementAndGeneralAmt
Fundraising$168,896FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$129,992TotalAmt
Program Services$87,459ProgramServicesAmt
Management And General$23,280ManagementAndGeneralAmt
Fundraising$19,253FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$101,626TotalAmt
Program Services$67,366ProgramServicesAmt
Management And General$18,492ManagementAndGeneralAmt
Fundraising$15,768FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,813TotalAmt
Management And General$27,813ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,582TotalAmt
Management And General$23,582ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$130,550TotalAmt
Program Services$53,221ProgramServicesAmt
Management And General$59,778ManagementAndGeneralAmt
Fundraising$17,551FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$86,278TotalAmt
Program Services$53,147ProgramServicesAmt
Management And General$26,516ManagementAndGeneralAmt
Fundraising$6,615FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$112,168TotalAmt
Program Services$45,810ProgramServicesAmt
Management And General$57,225ManagementAndGeneralAmt
Fundraising$9,133FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$144,823TotalAmt
Program Services$107,076ProgramServicesAmt
Management And General$25,506ManagementAndGeneralAmt
Fundraising$12,241FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,900TotalAmt
Program Services$2,197ProgramServicesAmt
Management And General$12,953ManagementAndGeneralAmt
Fundraising$750FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,111TotalAmt
Program Services$2,066ProgramServicesAmt
Management And General$1,045ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,869TotalAmt
Program Services$9,243ProgramServicesAmt
Management And General$3,306ManagementAndGeneralAmt
Fundraising$1,320FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,492TotalAmt
Program Services$17,844ProgramServicesAmt
Management And General$5,098ManagementAndGeneralAmt
Fundraising$2,550FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$1,661,299$1,661,299
TAXES AND LICENSES$1,503$235$1,264$4

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,635,024TotalAmt
Program Services$2,872,992ProgramServicesAmt
Management And General$497,398ManagementAndGeneralAmt
Fundraising$264,634FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$852,087BOYAmt
EOY$1,246,242EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$234,150BOYAmt
EOY$163,205EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,275BOYAmt
EOY$29,225EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,730,628BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,833BOYAmt
EOY$9,814EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,519BOYAmt
EOY$43,013EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$323,632LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,731LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$158,132BOYAmt
EOY$235,901EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,757,531EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,044,624BOYAmt
EOY$14,484,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$183,457BOYAmt
EOY$206,267EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$293,247BOYAmt
EOY$310,520EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$318,576BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$795,280BOYAmt
EOY$516,787EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,249,344BOYAmt
EOY$13,968,144EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,249,344BOYAmt
EOY$13,968,144EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,044,624BOYAmt
EOY$14,484,931EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,718,800ReconcilationRevenueExpnssAmt
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$478,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$781,642CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$835,212CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,041,490CurrentTaxYearMinus1YearAmt
Current Tax Year$1,178,820CurrentTaxYearAmt
Total$4,315,326TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,509,427CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,893,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,141,937CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,320,229CurrentTaxYearMinus1YearAmt
Current Tax Year$2,835,572CurrentTaxYearAmt
Total$10,700,936TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,987,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,675,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,977,149CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,361,719CurrentTaxYearMinus1YearAmt
Current Tax Year$4,014,392CurrentTaxYearAmt
Total$15,016,262TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$306,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$402,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$448,872CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497,202CurrentTaxYearMinus1YearAmt
Current Tax Year$583,602CurrentTaxYearAmt
Total$2,238,395TotalAmt

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$306,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$402,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$448,872CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497,202CurrentTaxYearMinus1YearAmt
Current Tax Year$583,602CurrentTaxYearAmt
Total$2,238,395TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,777,867PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$125,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,960CurrentTaxYearMinus1YearAmt
Current Tax Year$3,435,639CurrentTaxYearAmt
Total$3,853,837TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$125,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,960CurrentTaxYearMinus1YearAmt
Current Tax Year$3,435,639CurrentTaxYearAmt
Total$3,853,837TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$22,028CurrentTaxYearAmt
Total$22,028TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,055,088CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,782,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,102,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,479,679CurrentTaxYearMinus1YearAmt
Current Tax Year$7,472,059CurrentTaxYearAmt
Total$18,892,127TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.67640PublicSupportCY509Pct
Public Support PY5090.81870PublicSupportPY509Pct
Investment Income CY0.20400InvestmentIncomeCYPct
Investment Income PY0.03570InvestmentIncomePYPct
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$197,729OtherCostOrOtherBasisAmt
Depreciation$24,670DepreciationAmt
Book Value$173,059BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,153OtherCostOrOtherBasisAmt
Depreciation$63,061DepreciationAmt
Book Value$22,092BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,750OtherCostOrOtherBasisAmt
Book Value$40,750BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$235,901TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Book Value$12,757,531BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,757,531TotalBookValueOtherAssetsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HEART & SOULEvent1Nm
Gross Receipts Event1$49,417GrossReceiptsEvent1Amt
Gross Revenue Event1$49,417GrossRevenueEvent1Amt
Rent Facility Costs Event1$561RentFacilityCostsEvent1Amt
Food And Beverage Event1$11,728FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$6,227OtherDirectExpensesEvent1Amt
Gross Receipts Total$49,417GrossReceiptsTotalAmt
Gross Revenue Total Events$49,417GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$561RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,728FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,227OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$18,516DirectExpenseSummaryEventsAmt
Net Income Summary$30,901NetIncomeSummaryAmt

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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