BERKELEY REPERTORY THEATRE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY REPERTORY THEATRE (EIN 94-1679756)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-05-09
- IRS object ID
- 201811299349302261
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T12:31:51-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 Alcosta Blvd Ste 500 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941679756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkeley Repertory Theatre | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 5106472900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Felicia Woytak | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5106472900 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan Medak | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,640,870 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.berkeleyrep.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE THEATRE PRODUCES PREMIERS OF NEW WORK AND MAJOR PRODUCTIONS FROM AN INTERNATIONAL REPERTOIRE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 408 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | -$33,505 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$132,569 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,438,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,974,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,522,947 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,006,076 | CYProgramServiceRevenueAmt |
| PY Investment Income | $183,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$322,360 | PYOtherRevenueAmt |
| CY Other Revenue | -$428,505 | CYOtherRevenueAmt |
| PY Total Revenue | $20,821,924 | PYTotalRevenueAmt |
| CY Total Revenue | $19,580,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,663 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,795 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,519,794 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,008,232 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $102,634 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,161 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,286,186 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,775,138 | PYOtherExpensesAmt |
| CY Other Expenses | $9,257,412 | CYOtherExpensesAmt |
| PY Total Expenses | $18,439,229 | PYTotalExpensesAmt |
| CY Total Expenses | $20,346,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,382,695 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$766,015 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,127,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,878,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,962,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,502,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,164,524 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,376,111 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE O FOR THE COMPLETE MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,757,766 | ExpenseAmt |
| Revenue | $12,020,752 | RevenueAmt |
| Desc | Berkeley Repertory Theatre presented 460 performances of 10 shows for an audience of more than 210,000 attendees. The eclectic and adventurous season attracted international, national, and local press with several feature stories.The season officially began in September with a world premiere adaptation of Sinclair Lewis' It Can't Happen Here, just in time for the 2016 election. Adapted by artistic director Tony Taccone with screenwriter Bennett C. Cohen and directed by associate director Lisa Peterson with a cast of 14, the play follows the ascent of a demagogue who is elected president of the United States. The production gained critical acclaim and ran until November 6; two days later Donald Trump was elected president. In 1936, Sinclair Lewis adapted his novel into a play under the auspices of the Federal Theatre Project, and 21 theatres across the country opened productions on the same night. During the week of October 24, 2016 the 80th anniversary of that nationwide opening Berkeley Rep was joined by 50 organizations across 24 states for a series of free, public readings of Taccone and Cohen's new adaptation. Host organizations included 20 theatres, 12 universities, 12 libraries, a high school, a coffee house, and four in-home readings. A selection of It Can't Happen Here was also read live on stage at the St. James Theatre in New York City and on the internet on October 17 by actors Jake Gyllenhaal and Jon Hamm. Next up was the world premiere production of Jeff Augustin's The Last Tiger in Haiti, a story about child slaves (called restaveks) commissioned by Berkeley Rep and developed in The Ground Floor: Berkeley Rep's Center for the Creation and Development of New Work. Ten days before The Last Tiger in Haiti opened, Hurricane Matthew devastated many parts of Haiti. In response, the cast delivered curtain speeches, and ultimately $92,000 was raised via donations from audience members during the run. The two Haitian organizations that received the donations are Lambi Fund of Haiti, a unique grassroots organization whose mission is to assist the popular, democratic movement in Haiti; and Restavek Freedom, an organization whose mission is to end child slavery (or restaveks) in Haiti. In December and January we welcomed back England's Kneehigh Theatre for the American premiere of 946: The Amazing Story of Adolphus Tips, adapted by Michael Morpurgo and Emma Rice from Morpurgo's young adult novel of the same name. After pairing up with Kneehigh for The Wild Bride and Tristan & Yseult, Berkeley Rep was seeking a story about Great Britain and America, and this piece about American soldiers occupying a seaside town to participate in training for the D-Day landings fit the bill. With its strong story plus puppetry, dance, live music, and Kneehigh's signature whimsy, 946 proved a popular show for families around the holidays.Berkeley Rep also welcomed the new year with the West Coast premiere of Robert Askins' Tony Award-nominated devilish comedy, Hand to God. Directed by David Ivers, who returned to Berkeley Rep after helming last season's One Man, Two Guvnors, Hand to God was a hit with audiences and critics alike and extended one week.In March, Berkeley Rep presented Roe, a coproduction with Oregon Shakespeare Festival and Arena Stage. Directed by OSF's Bill Rauch, Lisa Loomer's play followed the divergent personal journeys of Roe v. Wade lawyer Sarah Weddington and plaintiff Norma McCorvey ("Jane Roe") in the years following the fateful decision. While the play is as timely as ever, this production resonated with our audiences even more after the recent Women's March. Berkeley Rep partnered with the UC Berkeley Law School on a public panel discussion about Roe v. Wade on March 26, moderated by Melissa Murray, interim dean for Alexander F. and May T. Morrison Professor of Law, faculty director, Center on Reproductive Rights and Justice Berkeley School of Law; and Jill E. Adams, executive director for Center on Reproductive Rights and Justice. We also hosted pre- and post-show discussions with representatives from women's health and reproductive rights sectors.In May Berkeley Rep presented the world premiere of Monsoon Wedding, a musical directed by Mira Nair based on her award-winning film of the same name. One of Nair's requirements was that the musical be as authentic as possible, so this lavish production featured an international cast of 20, including Indian film and TV star Namit Das, Indian film actress Palomi Ghosh, local Bay Area actor Emielyn D. Das. Composer Vishal Bhardwaj wrote the music for a live band that included Deep Singh playing the Dhol, Dholak, Tabla, and Daf. Sumptuous costumes were designed by Arjun Bhasin. Monsoon Wedding attracted press from around the globe, with features in the New York Times and several Indian and South Asian publications; was embraced by the Bay Area's South Asian community; received glowing reviews; sold out performances; and extended three weeks. The musical is expected to tour India and has its sights set on London's West End.Rounding out our regular season was MacArthur Fellow Branden Jacobs-Jenkins' Obie Award-winning play An Octoroon. Called "This decade's most eloquent theatrical statement on race in America today" by the New York Times, An Octoroon is a radical, incendiary, and subversively funny riff on Dion Boucicault's once-popular 1859 mustache-twirling melodrama a spectacular collision of the antebellum South and 21st-century cultural politics. Directed by California Shakespeare Theater's artistic director, Eric Ting, and featuring local actor Lance Gardner, the production received high acclaim from the local press and high engagement from our audiences. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $946,673 | ExpenseAmt |
| Grant | $32,795 | GrantAmt |
| Revenue | $504,492 | RevenueAmt |
| Desc | The Berkeley Rep School of Theatre provides comprehensive arts experiences for students throughout the Bay Area each year. Through onsite classes and scholarships, student matinees, youth development programs, and free and deeply discounted arts education in-classroom residencies, Berkeley Rep ensures broad access to some of the Bay Area's finest teaching artists and productions. 54 students were awarded scholarships totaling $32,795.The Berkeley Rep School of Theatre's outreach programs reinforce Common Core Anchor Standards for College and Career Readiness in Reading, Writing, Speaking and Listening, and Language.During the fiscal year, the Berkeley Rep School of Theatre's engagement with local schools and community centers reached nearly 8,600 students (11,100 including family), providing customized arts education workshops and student matinees for a total of nearly 46,000 contact hours. We served 79 schools (including 34 Title 1-funded schools) throughout 11 counties including Alameda, Contra Costa, Marin, Napa, San Mateo, San Francisco, Santa Clara, Solano, Sacramento, San Joaquin, and Sonoma. Through the free Teen Council 241 unique teens from 51 Bay Area schools participated in art and leadership training, 56% of them returning multiple times for over 80 events and 4,000 contact hours. Arts organizations across the country have instituted programs modeled on Berkeley Rep's Teen Council. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $330,219 | RevenueAmt |
| Desc | Berkeley Rep also offered audiences three special presentations. The first, in December, was NPR personality Sandra Tsing Loh's The Madwoman in the Volvo. Directed by Lisa Peterson, Madwoman is a hilarious and candid road trip through the triple M's middle-age, menopause, and motherhood, and was quite the alternative holiday offering. In April, audience favorite Hershey Felder returned with Hershey Felder as Irving Berlin. This musical journey through the life and work of American composer Irving Berlin sold out performances and extended one week. In August comedian Mike Birbiglia kicked off a 20-city tour for his latest show Mike Birbiglia: The New One. Originally announced as a two-week limited engagement, our audiences had an appetite for stand-up comedy, and Birbiglia's show extended an additional two weeks. At other times, Berkeley Rep opens its doors to organizations and individuals from the community for a wide range of events. Organizations that used our main theatres this season include PlayGround, Berkeley Chamber's visionary awards, Berkeley side's Uncharted: The Berkeley Festival of Ideas, Berkeley Police Department Commencement, Bay Area Children's Theatre, and Jewish Circle Theatre. We are proud to forge partnerships with fellow nonprofits to continue transforming downtown into a destination for theatre lovers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $517,510 | ExpenseAmt |
| Desc | In the summer of 2017, The Ground Floor: Berkeley Rep's Center for the Creation and Development of New Work held its sixth annual Summer Lab. It received over 600 applications (an increase of nearly 200 over last year) and welcomed 18 projects featuring more than 100 national and local innovative artists to its West Berkeley campus for an intense four-week period where they lived, dined, created, and collaborated taking advantage of the creative, forward-thinking, and risk-taking culture that is the hallmark of life in the Bay Area. Some of these projects ultimately land on Berkeley Rep's stages; many other land on stages throughout the country. Hundreds of our patrons and donors signed up for our Ground Floor email list, and they received invites to the several free public workshops and staged readings. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $517,510 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $17,221,949 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 182 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 408 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Pettigrew Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106472955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Stewart Owen | |||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| carrie avery | |||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| roger strauch | |||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| jean strunsky | |||||||
| vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| emily shanks | |||||||
| treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| leonard x rosenberg | |||||||
| secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| edward baker | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| michelle branch | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| david cox | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| amar doshi | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin Edwards | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Finer | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRY FRANCIS | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL Friedman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILl Fugaro | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN Galatz | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE Golden | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HABER | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HOFFman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN LOGAN | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE MARVIN | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAndra McCandless | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA Nichter | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD Shapiro | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL Wagner | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICIA Woytak | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD BOUDREAUX | |||||||
| TRUSTEE(THRU 3/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KARP | |||||||
| TRUSTEE(THRU 11/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THALIA DORWICK | |||||||
| TRUSTEE(THRU 8/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN Medak | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | Yes (X) | $241,473 | $0 | $61,404 | |
| ANTHONY TACCONE | |||||||
| TRUSTEE, artistic director | 40.00 | Yes (X) | Yes (X) | $266,992 | $0 | $44,437 | |
| lynn eve komaromi | |||||||
| director of development | 40.00 | $156,021 | $0 | $21,659 | Yes (X) | ||
| theresa von klug | |||||||
| general manager | 40.00 | $147,990 | $0 | $23,314 | Yes (X) | ||
| suzanne pettigrew | |||||||
| controller | 40.00 | $140,912 | $0 | $11,543 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $953,388 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,357 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Peacock Construction Inc | |||||
| 3421 Golden Gate Way | lafayette | CA | 94549 | construction | $983,195 |
| Bay Area Arts Marketing | |||||
| 584 Castro Street 473 | San Francisco | CA | 94114 | Telemarketing | $175,853 |
| KQED INC | |||||
| 2601 mariposa st | san francisco | CA | 94110 | advertising | $171,685 |
| sf chronicle | |||||
| po box 80070 | prescott | AZ | 86304 | advertising | $171,679 |
| autumn press inc | |||||
| 945 camelia st | berkeley | CA | 94710 | printing services | $161,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $636,541 | FundraisingAmt |
| Government Grants | $62,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,276,064 | AllOtherContributionsAmt |
| Noncash Contributions | $233,519 | NoncashContributionsAmt |
| Total Contributions | $6,974,605 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admissions/Special Performances | 711110 | $8,868,263 | $8,868,263 |
| Co-Production Revenue | 711110 | $2,455,000 | $2,455,000 |
| Concessions | 711110 | $535,318 | $535,318 |
| Tuition/Education | 711110 | $504,492 | $504,492 |
| Service Charges | 711110 | $479,431 | $479,431 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,572 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $163,572 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,006,076 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,626 | TotalRevenueColumnAmt |
| Exclusion | $141,626 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,987 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $109,707 | RealAmt |
| Personal | $8,922 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $561,494 | RealAmt |
| Personal | $3,041 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$451,787 | RealAmt |
| Personal | $5,881 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$445,906 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$207,050 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$238,856 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,052 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $179,269 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,052 | SecuritiesAmt |
| Other | -$179,269 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$113,217 | TotalRevenueColumnAmt |
| Exclusion | -$113,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $311,258 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $636,541 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $311,258 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,196 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,223 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,973 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,973 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous revenue | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $4,441 | TotalRevenueColumnAmt |
| Exclusion | $4,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,441 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,580,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,845,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$33,505 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$206,006 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,795 | TotalAmt |
| Program Services | $32,795 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,352 | TotalAmt |
| Program Services | $528,856 | ProgramServicesAmt |
| Management And General | $226,893 | ManagementAndGeneralAmt |
| Fundraising | $159,603 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,346,316 | TotalAmt |
| Program Services | $6,805,121 | ProgramServicesAmt |
| Management And General | $888,954 | ManagementAndGeneralAmt |
| Fundraising | $652,241 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,790 | TotalAmt |
| Program Services | $852,792 | ProgramServicesAmt |
| Management And General | $100,520 | ManagementAndGeneralAmt |
| Fundraising | $76,478 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,774 | TotalAmt |
| Program Services | $590,229 | ProgramServicesAmt |
| Management And General | $75,060 | ManagementAndGeneralAmt |
| Fundraising | $51,485 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,458 | TotalAmt |
| Management And General | $7,458 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,920 | TotalAmt |
| Management And General | $82,920 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,161 | TotalAmt |
| Fundraising | $48,161 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,489 | TotalAmt |
| Program Services | $758,449 | ProgramServicesAmt |
| Management And General | $6,040 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,141 | TotalAmt |
| Program Services | $1,072,095 | ProgramServicesAmt |
| Fundraising | $36,046 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,482 | TotalAmt |
| Program Services | $97,912 | ProgramServicesAmt |
| Management And General | $40,873 | ManagementAndGeneralAmt |
| Fundraising | $53,697 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,210 | TotalAmt |
| Management And General | $55,210 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,213 | TotalAmt |
| Program Services | $504,213 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,654 | TotalAmt |
| Program Services | $651,940 | ProgramServicesAmt |
| Management And General | $113,629 | ManagementAndGeneralAmt |
| Fundraising | $20,085 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,250 | TotalAmt |
| Program Services | $877,791 | ProgramServicesAmt |
| Management And General | $14,258 | ManagementAndGeneralAmt |
| Fundraising | $1,201 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,327 | TotalAmt |
| Program Services | $355,145 | ProgramServicesAmt |
| Management And General | $9,591 | ManagementAndGeneralAmt |
| Fundraising | $9,591 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,820 | TotalAmt |
| Program Services | $830,852 | ProgramServicesAmt |
| Management And General | $22,484 | ManagementAndGeneralAmt |
| Fundraising | $22,484 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,525 | TotalAmt |
| Program Services | $330,818 | ProgramServicesAmt |
| Management And General | $6,679 | ManagementAndGeneralAmt |
| Fundraising | $7,028 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production materials | $1,104,647 | $1,104,647 | ||
| Housing | $1,094,402 | $1,094,402 | ||
| Credit card fees | $469,567 | $361,027 | $82,896 | $25,644 |
| Miscellaneous | $434,119 | $206,677 | $105,000 | $122,442 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,188 | TotalAmt |
| Program Services | $166,188 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,346,600 | TotalAmt |
| Program Services | $17,221,949 | ProgramServicesAmt |
| Management And General | $1,838,465 | ManagementAndGeneralAmt |
| Fundraising | $1,286,186 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,890 | BOYAmt |
| EOY | $288,539 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,124 | BOYAmt |
| EOY | $1,742,099 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,017,804 | BOYAmt |
| EOY | $6,169,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360 | BOYAmt |
| EOY | $27,760 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $879,345 | BOYAmt |
| EOY | $2,152,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,348,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,355,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,427,396 | BOYAmt |
| EOY | $30,993,059 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,344,930 | BOYAmt |
| EOY | $7,391,189 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,321 | BOYAmt |
| EOY | $113,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,127,170 | BOYAmt |
| EOY | $48,878,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,256 | BOYAmt |
| EOY | $670,014 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,541,091 | BOYAmt |
| EOY | $6,026,519 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,485,937 | BOYAmt |
| EOY | $11,912,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,362 | BOYAmt |
| EOY | $1,893,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,962,646 | BOYAmt |
| EOY | $20,502,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,633,339 | BOYAmt |
| EOY | $17,898,163 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,721 | BOYAmt |
| EOY | $7,081,484 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,464 | BOYAmt |
| EOY | $3,396,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,164,524 | BOYAmt |
| EOY | $28,376,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,127,170 | BOYAmt |
| EOY | $48,878,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$766,015 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $416,907 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$533,463 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $94,158 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,595,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,643,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,764,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,322,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,942,336 | CurrentTaxYearAmt |
| Total | $38,269,340 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,595,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,643,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,764,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,322,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,942,336 | CurrentTaxYearAmt |
| Total | $38,269,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,505,318 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,764,022 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $281,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,242 | CurrentTaxYearAmt |
| Total | $1,361,220 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $346,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $368,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $377,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,699 | CurrentTaxYearAmt |
| Total | $1,757,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,388,036 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $51,675,844 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,341,982 | BeginningYearBalanceAmt |
| Contributions | $2,400 | ContributionsAmt |
| Investment Earnings Or Losses | $490,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,399 | OtherExpendituresAmt |
| End Year Balance | $4,810,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,116,679 | BeginningYearBalanceAmt |
| Contributions | $57,173 | ContributionsAmt |
| Investment Earnings Or Losses | $191,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,878 | OtherExpendituresAmt |
| End Year Balance | $4,341,982 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,139,533 | BeginningYearBalanceAmt |
| Contributions | $171,725 | ContributionsAmt |
| Investment Earnings Or Losses | -$170,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,127 | OtherExpendituresAmt |
| End Year Balance | $4,116,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,784,801 | BeginningYearBalanceAmt |
| Contributions | $65,825 | ContributionsAmt |
| Investment Earnings Or Losses | $460,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $171,982 | OtherExpendituresAmt |
| End Year Balance | $4,139,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,677,784 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $256,821 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $174,804 | OtherExpendituresAmt |
| End Year Balance | $3,784,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,802,299 | OtherCostOrOtherBasisAmt |
| Book Value | $2,802,299 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,560,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,796,620 | DepreciationAmt |
| Book Value | $25,763,582 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,927,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,160,093 | DepreciationAmt |
| Book Value | $767,179 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,058,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $398,461 | DepreciationAmt |
| Book Value | $1,659,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,993,059 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Executive Retirement Plan | $1,891,385 |
| Interest Rate Swap | $1,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,893,023 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,648,540 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $416,907 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $94,158 | OtherRevenueAmt |
| Revenue Not Reported | $511,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,137,475 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$556,890 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$556,890 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,580,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,903,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $556,890 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $556,890 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,346,600 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,346,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The purpose of the endowment funds is to further the charitable and educational purposes of Berkeley Repertory Theatre by providing general support in meeting the operating and program needs of Berkeley Repertory Theatre, as determined by Berkeley Repertory Theatre's Board of Trustees. A donor making a contribution to the Endowment Fund may impose specific use restrictions (a "Restricted Purpose") on the donor's contribution, provided that any such restriction must be clearly stated in the donor's gift instrument. If at any time in the judgment of the Board of Trustees it is impossible or impracticable to carry out exactly the Restricted Purpose in the manner requested by the donor, a purpose and manner as near as is practicable to the Restricted Purpose shall be determined by the Board of Trustees. |
| Part X, Line 2: | THE THEATRE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE THEATRE EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS AN EXPENSE IN THE APPLICABLE YEAR. AS OF AUGUST 31, 2017, THE THEATRE DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE THEATRE FILES U.S. FEDERAL, AND U.S. STATE TAX RETURNS. FOR U.S. STATE TAX RETURNS, THE THEATRE IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. FOR U.S. FEDERAL TAX RETURNS, THE THEATRE IS NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2012. |
| Part XI, Line 2d - Other Adjustments: | GAIN From Interest Rate Swap 94,158. |
| Part XI, Line 4b - Other Adjustments: | Special Event Expenses -153,832. Rental expenses -564,535. Gross up - advertising 137,030. Gross up - rental income 24,447. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 153,832. Rental Expenses 564,535. Gross up - advertising -137,030. Gross up - rental income -24,447. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bay Area Arts Marketing | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 584 Castro St 473 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $72,696 | GrossReceiptsAmt |
| Retained By Contractor | $35,236 | RetainedByContractorAmt |
| Net To Organization | $37,460 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $72,696 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $35,236 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $37,460 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala Dinner & Auction | Event1Nm |
| Gross Receipts Event1 | $947,799 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $636,541 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $311,258 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $147,273 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $82,034 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,950 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $80,001 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $947,799 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $636,541 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $311,258 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $147,273 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $82,034 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,950 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $80,001 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $311,258 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship | GrantTypeTxt |
| Recipient | 54 | RecipientCnt |
| Non Cash Assistance | $32,795 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECTLY CREDITED TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships are made to students attending Berkeley Repertory Theatre's School of Theatre. Scholarship funds directly reduce costs of attendance. All applicants are asked to submit a financial aid application demonstrating their need. A copy of the tax return is required. Applications remain on file. The School of Theatre Director, Associate Director, and Administrator evaluate requests and scale award in relation to AGI, adjusting for extenuating circumstances, previous awards, and participation in School of Theatre. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN Medak | ||||||||||||||
| MANAGING DIRECTOR | $235,873 | $0 | $5,600 | $0 | $0 | $0 | $53,950 | $0 | $7,454 | $0 | $302,877 | $0 | $0 | $0 |
| ANTHONY TACCONE | ||||||||||||||
| TRUSTEE, artistic director | $261,392 | $0 | $5,600 | $0 | $0 | $0 | $28,550 | $0 | $15,887 | $0 | $311,429 | $0 | $0 | $0 |
| lynn eve komaromi | ||||||||||||||
| director of development | $152,829 | $0 | $3,192 | $0 | $0 | $0 | $4,787 | $0 | $16,872 | $0 | $177,680 | $0 | $0 | $0 |
| theresa von klug | ||||||||||||||
| general manager | $144,888 | $0 | $3,102 | $0 | $0 | $0 | $1,206 | $0 | $22,108 | $0 | $171,304 | $0 | $0 | $0 |
| suzanne pettigrew | ||||||||||||||
| controller | $138,106 | $0 | $2,806 | $0 | $0 | $0 | $4,209 | $0 | $7,334 | $0 | $152,455 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Tony Taccone and Susan Medak participated in Berkeley Repertory Theatre's Supplement Executive Retirement Plan, each with cumulative accruals of $600,000, reported over prior 3 years on Form 990. Per audit, the allocation of executive deferred compensation costs is based on estimates of the amount and timing of the benefits to be provided. The costs are being accrued over the period from the adoption of the plan in 2014 through the vesting date of August 31, 2018. Per audit, Tony Taccone and Susan Medak have each cumulatively accrued $443,334. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,264 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Watches | 1 | $39,996 | FMV |
| Yes (X) | Wine | 2 | $20,040 | FMV |
| Yes (X) | Tickets to Academy Award Viewing Party | 1 | $14,000 | FMV |
| Yes (X) | whole foods market bags | 1 | $9,100 | fmv |
| Yes (X) | coffee | 1 | $7,119 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| Part I, Line 32b: | Cars donated to Berkeley Repertory Theatre are sold by Charitable Auto Resources, Inc. for a fee. Net proceeds are received by Berkeley Repertory Theatre. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The managing director, in consultation with the Board or Finance Committee, as the managing director deems appropriate, is responsible for the timely preparation of the return. The Managing Director shall provide the Finance Committee with a substantially complete Form 990 sufficiently in advance of the filing deadline to enable a detailed and conscientious review by the members of the Finance Committee. Subsequently, the Board will be invited to review the Form 990 in its entirety in advance of the filing deadline. |
| Form 990, Part VI, Section B, line 12c | The organization's conflict of interest policy covers all trustees, the managing director and artistic director. No trustee may use his or her position at the organization for personal gain or to benefit another at the expense of the organization, its mission, or its reputation. New trustees must sign the conflict of interest disclosure statement affirming they have read the conflict of interest policy, are not aware of any direct or indirect financial or other material interest that is required to be disclosed, and will promptly report any future situation that might consitute a conflict of interest. Annual signatures are not required. If a conflict of interest fails to be disclosed the board will investigate the situation and take appropriate disciplinary and corrective action as necessary. |
| Form 990, Part VI, Section B, line 15 | Compensation for the Artistic Director and the Managing Director is negotiated by the Board President and a Committee of the Board of Trustees and approved by the Board through its approval of written employment agreements and the annual budget process. The Board (or a Board Committee) reviews data gathered from Theatre Communications Group and other public data, taking into account individual performance and the cost of living in the Berkeley, California area. The Board regularly evaluates the performance of the Artistic Director and Managing Director. Other salaries are suggested by management and approved through the budget process. |
| Form 990, Part VI, Section C, line 19 | Berkeley Repertory Theatre's Financial Statements are annually provided to Dun and Bradstreet. Financial Statements for most recently completed fiscal year are available on our website and upon request. |
| Form 990, Part XI, line 9: | GAIN from Interest Rate Swap 94,158. |
| Form 990, Part XII, Line 2c: | The process had not changed from the prior year. |
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