BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-01
IRS object ID
201723059349301447
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-01T12:34:54-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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)
PersonELIZABETH SAWIPersonNm
Person TitleCURRENT CHAIRPersonTitleTxt
Phone5105487603PhoneNum
Signature2017-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
Preparation2017-10-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.231.71.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-11IPDt
IP Tm10:44:12IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id37EEC391FC99C44C00184DFA46D8BFFF1E9656F9AtSubmissionCreationDeviceId
At Submission Filing Device Id962B855E561A0AFB262DC5A8175032534862AC17AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerELIZABETH SAWIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,479,679GrossReceiptsAmt
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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee70TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$835,212PYContributionsGrantsAmt
CY Contributions Grants$1,041,490CYContributionsGrantsAmt
PY Program Service Revenue$1,886,174PYProgramServiceRevenueAmt
CY Program Service Revenue$1,916,154CYProgramServiceRevenueAmt
PY Investment Income$66,920PYInvestmentIncomeAmt
CY Investment Income$65,180CYInvestmentIncomeAmt
PY Other Revenue$219,553PYOtherRevenueAmt
CY Other Revenue$249,534CYOtherRevenueAmt
PY Total Revenue$3,007,859PYTotalRevenueAmt
CY Total Revenue$3,272,358CYTotalRevenueAmt
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$1,074,865PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,152,489CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$219,634CYTotalFundraisingExpenseAmt
PY Other Expenses$1,734,745PYOtherExpensesAmt
CY Other Expenses$1,806,870CYOtherExpensesAmt
PY Total Expenses$2,809,610PYTotalExpensesAmt
CY Total Expenses$2,959,359CYTotalExpensesAmt
PY Revenues Less Expenses$198,249PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$312,999CYRevenuesLessExpensesAmt
Total Assets BOY$10,561,994TotalAssetsBOYAmt
Total Assets EOY$11,044,624TotalAssetsEOYAmt
Total Liabilities BOY$625,649TotalLiabilitiesBOYAmt
Total Liabilities EOY$795,280TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,936,345NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,249,344NetAssetsOrFundBalancesEOYAmt
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$2,337,267ExpenseAmt
Revenue$2,136,906RevenueAmt
DescIN 2016, THE ORGANIZATION STAGED APPROXIMATELY 310 TICKETED CONCERTS FEATURING APPROXIMATELY 1,000 PERFORMERS OF TRADITIONAL AND FOLK MUSIC, ATTENDED BY MORE THAN 70,000 PEOPLEDesc

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 100 WORKSHOPS, WITH OVER 1500 STUDENTS. ALSO OFFERED WERE OVER 75 6-WEEK CLASSES THROUGHOUT THE YEAR, WITH OVER 1200 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. THERE IS ALSO AN ON-GOING COLLABORATION WITH BAY AREA CHILDREN'S THEATRE OFFERING APPROXIMATELY 15 EVENTS TO MORE THAN 3,500 PARTICIPANTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,337,267TotalProgramServiceExpensesAmt
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 Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising 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 Document207IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee70EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
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 (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RUSSELL D POLLOCK
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
BETH SAWI
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
KERRY PARKER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
NANCY CASTILLE
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOHN M WILLIAMSON
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
RUSS ELLIS
BOARD MEMBER1.00Yes (X)$0$0$0
KATHY CRANDALL
BOARD MEMBER1.00Yes (X)$0$0$0
SHELLEY DOTY
BOARD MEMBER1.001.00Yes (X)$0$0$0
ROBIN FLOWER
BOARD MEMBER1.00Yes (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
SUSAN KRAUSS
BOARD MEMBER1.001.00Yes (X)$0$0$0
JEFF HO
BOARD MEMBER1.00Yes (X)$0$0$0
CLYDE LELAND
BOARD MEMBER1.00Yes (X)$0$0$0
ROBIN HARPER
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
JASON MORRIS
BOARD MEMBER1.00Yes (X)$0$0$0
ELIZABETH SEJA MIN
BOARD MEMBER1.001.00Yes (X)$0$0$0
ELI WIRTSCHAFTER
BOARD MEMBER1.001.00Yes (X)$0$0$0
LISA CAPLAN
BOARD MEMBER1.00Yes (X)$0$0$0
SHARON DOLAN
EXECUTIVE DIRECTOR39.001.00Yes (X)$120,000$0$9,950
FieldValueIRS element (for citing)
Total Reportable Comp From Org$120,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,950TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$72,090FundraisingAmt
Government Grants$9,540GovernmentGrantsAmt
All Other Contributions$959,860AllOtherContributionsAmt
Noncash Contributions$5,190NoncashContributionsAmt
Total Contributions$1,041,490TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$1,795,710$1,795,710
PROGRAM FEES900099$67,664$67,664
RENTAL INCOME900099$52,780$52,780
FieldValueIRS element (for citing)
Total Program Service Revenue$1,916,154TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,180TotalRevenueColumnAmt
Exclusion$65,180ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$141,846FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$72,090ContriRptFundraisingEventAmt
Fundraising Direct Expenses$113,064FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,782TotalRevenueColumnAmt
Exclusion$28,782ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$304,441GrossSalesOfInventoryAmt
Cost Of Goods Sold$94,257CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$210,184TotalRevenueColumnAmt
Related Or Exempt Func Income$210,184RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$10,568TotalRevenueColumnAmt
Related Or Exempt Func Income$10,568RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,568OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,272,358TotalRevenueColumnAmt
Related Or Exempt Func Income$2,136,906RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$93,962ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$129,950TotalAmt
Program Services$88,031ProgramServicesAmt
Management And General$20,870ManagementAndGeneralAmt
Fundraising$21,049FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$856,964TotalAmt
Program Services$580,525ProgramServicesAmt
Management And General$137,632ManagementAndGeneralAmt
Fundraising$138,807FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$78,160TotalAmt
Program Services$47,403ProgramServicesAmt
Management And General$21,478ManagementAndGeneralAmt
Fundraising$9,279FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$87,415TotalAmt
Program Services$61,472ProgramServicesAmt
Management And General$13,511ManagementAndGeneralAmt
Fundraising$12,432FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,791TotalAmt
Management And General$26,791ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$97,108TotalAmt
Program Services$46,692ProgramServicesAmt
Management And General$39,766ManagementAndGeneralAmt
Fundraising$10,650FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,874TotalAmt
Program Services$37,755ProgramServicesAmt
Management And General$9,573ManagementAndGeneralAmt
Fundraising$7,546FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$181,108TotalAmt
Program Services$88,954ProgramServicesAmt
Management And General$87,277ManagementAndGeneralAmt
Fundraising$4,877FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$133,124TotalAmt
Program Services$90,460ProgramServicesAmt
Management And General$31,556ManagementAndGeneralAmt
Fundraising$11,108FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,629TotalAmt
Program Services$8,229ProgramServicesAmt
Management And General$3,400ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,707TotalAmt
Program Services$1,105ProgramServicesAmt
Management And General$1,554ManagementAndGeneralAmt
Fundraising$48FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,540TotalAmt
Program Services$8,396ProgramServicesAmt
Management And General$2,945ManagementAndGeneralAmt
Fundraising$1,199FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,334TotalAmt
Program Services$18,434ProgramServicesAmt
Management And General$5,267ManagementAndGeneralAmt
Fundraising$2,633FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$1,259,620$1,259,620
TAXES AND LICENSES$1,035$191$838$6

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,959,359TotalAmt
Program Services$2,337,267ProgramServicesAmt
Management And General$402,458ManagementAndGeneralAmt
Fundraising$219,634FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$499,031BOYAmt
EOY$852,087EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$108,731BOYAmt
EOY$234,150EOYAmt

Accounts Receivable AccountsReceivableGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,240BOYAmt
EOY$8,833EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,320BOYAmt
EOY$44,519EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$231,994LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$73,862LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$156,769BOYAmt
EOY$158,132EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,561,994BOYAmt
EOY$11,044,624EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$143,856BOYAmt
EOY$183,457EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$224,764BOYAmt
EOY$293,247EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$257,029BOYAmt
EOY$318,576EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$625,649BOYAmt
EOY$795,280EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,936,345BOYAmt
EOY$10,249,344EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,936,345BOYAmt
EOY$10,249,344EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,561,994BOYAmt
EOY$11,044,624EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$312,999ReconcilationRevenueExpnssAmt
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$510,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$478,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$781,642CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$835,212CurrentTaxYearMinus1YearAmt
Current Tax Year$1,041,490CurrentTaxYearAmt
Total$3,647,149TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,562,357CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,509,427CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,893,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,141,937CurrentTaxYearMinus1YearAmt
Current Tax Year$2,320,229CurrentTaxYearAmt
Total$9,427,721TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,073,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,987,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,675,413CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,977,149CurrentTaxYearMinus1YearAmt
Current Tax Year$3,361,719CurrentTaxYearAmt
Total$13,074,870TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$320,468CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$306,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$402,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$448,872CurrentTaxYearMinus1YearAmt
Current Tax Year$497,202CurrentTaxYearAmt
Total$1,975,261TotalAmt

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$320,468CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$306,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$402,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$448,872CurrentTaxYearMinus1YearAmt
Current Tax Year$497,202CurrentTaxYearAmt
Total$1,975,261TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$11,099,609PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,604CurrentTaxYearMinus1YearAmt
Current Tax Year$117,960CurrentTaxYearAmt
Total$483,466TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,604CurrentTaxYearMinus1YearAmt
Current Tax Year$117,960CurrentTaxYearAmt
Total$483,466TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,138,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,055,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,782,548CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,102,753CurrentTaxYearMinus1YearAmt
Current Tax Year$3,479,679CurrentTaxYearAmt
Total$13,558,336TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81870PublicSupportCY509Pct
Public Support PY5090.81360PublicSupportPY509Pct
Investment Income CY0.03570InvestmentIncomeCYPct
Investment Income PY0.03620InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$156,986OtherCostOrOtherBasisAmt
Depreciation$20,377DepreciationAmt
Book Value$136,609BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,008OtherCostOrOtherBasisAmt
Depreciation$53,485DepreciationAmt
Book Value$21,523BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$158,132TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Amt$318,576Amt
FieldValueIRS element (for citing)
Total Liability$318,576TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CELEBRATE THE FREIGHTEvent1Nm
Gross Receipts Event1$213,936GrossReceiptsEvent1Amt
Charitable Contri Event1$72,090CharitableContriEvent1Amt
Gross Revenue Event1$141,846GrossRevenueEvent1Amt
Food And Beverage Event1$50,497FoodAndBeverageEvent1Amt
Entertainment Event1$51,005EntertainmentEvent1Amt
Other Direct Expenses Event1$11,562OtherDirectExpensesEvent1Amt
Gross Receipts Total$213,936GrossReceiptsTotalAmt
Charitable Contributions Tot$72,090CharitableContributionsTotAmt
Gross Revenue Total Events$141,846GrossRevenueTotalEventsAmt
Food And Beverage Total Events$50,497FoodAndBeverageTotalEventsAmt
Entertainment Total Events$51,005EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$11,562OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$113,064DirectExpenseSummaryEventsAmt
Net Income Summary$28,782NetIncomeSummaryAmt

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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