BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-10
IRS object ID
201643159349301974
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-10T14:29:25-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonRUSSELL D POLLOCKPersonNm
Person TitleCHAIRPersonTitleTxt
Phone5105487603PhoneNum
Signature2016-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRUSSELL D POLLOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,102,753GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee53TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$781,642PYContributionsGrantsAmt
CY Contributions Grants$835,212CYContributionsGrantsAmt
PY Program Service Revenue$1,623,301PYProgramServiceRevenueAmt
CY Program Service Revenue$1,886,174CYProgramServiceRevenueAmt
PY Investment Income$67,812PYInvestmentIncomeAmt
CY Investment Income$66,920CYInvestmentIncomeAmt
PY Other Revenue$196,142PYOtherRevenueAmt
CY Other Revenue$219,553CYOtherRevenueAmt
PY Total Revenue$2,668,897PYTotalRevenueAmt
CY Total Revenue$3,007,859CYTotalRevenueAmt
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$949,132PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,074,865CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$212,130CYTotalFundraisingExpenseAmt
PY Other Expenses$1,541,331PYOtherExpensesAmt
CY Other Expenses$1,734,745CYOtherExpensesAmt
PY Total Expenses$2,490,463PYTotalExpensesAmt
CY Total Expenses$2,809,610CYTotalExpensesAmt
PY Revenues Less Expenses$178,434PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$198,249CYRevenuesLessExpensesAmt
Total Assets BOY$10,256,011TotalAssetsBOYAmt
Total Assets EOY$10,561,994TotalAssetsEOYAmt
Total Liabilities BOY$516,640TotalLiabilitiesBOYAmt
Total Liabilities EOY$625,649TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,739,371NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,936,345NetAssetsOrFundBalancesEOYAmt
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$2,235,804ExpenseAmt
Revenue$2,105,727RevenueAmt
DescIN 2015, THE ORGANIZATION STAGED APPROXIMATELY 340 TICKETED CONCERTS FEATURING APPROXIMATELY 1,000 PERFORMERS OF TRADITIONAL AND FOLK MUSIC, ATTENDED BY MORE THAN 70,000 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION, IN COLLABORATION WITH BERKELEY TRADITIONAL MUSICFOUNDATION, CONDUCTED MUSIC EDUCATION CLASSES AND WORKSHOPS. THEORGANIZATION OFFERED OVER 100 WORKSHOPS, WITH OVER 1,500 STUDENTS. ALSO OFFERED WERE OVER 75 6-WEEK CLASSES THROUGHOUT THE YEAR, WITH OVER 1,200 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$2,235,804TotalProgramServiceExpensesAmt
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 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln 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 Document208IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee53EmployeeCnt
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 (24 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
STEVE MECKFESSEL
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
KERRY PARKER
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
JOHN M WILLIAMSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
LISA CAPLAN
BOARD MEMBER1.00Yes (X)$0$0$0
BETH SAWI
BOARD MEMBER1.001.00Yes (X)$0$0$0
RUSS ELLIS
BOARD MEMBER1.00Yes (X)$0$0$0
KATHY CRANDALL
BOARD MEMBER1.00Yes (X)$0$0$0
LARRY CHUNG
BOARD MEMBER1.001.00Yes (X)$0$0$0
SHELLEY DOTY
BOARD MEMBER1.00Yes (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 MEMBER1.00Yes (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 MEMBER1.00Yes (X)$0$0$0
JASON MORRIS
BOARD MEMBER1.00Yes (X)$0$0$0
ELIZABETH SEJA MIN
BOARD MEMBER1.00Yes (X)$0$0$0
ELI WIRTSCHAFTER
BOARD MEMBER1.001.00Yes (X)$0$0$0
SHARON DOLAN
EXECUTIVE DIRECTOR39.001.00Yes (X)$115,441$0$8,111
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,441TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$8,111TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$9,000GovernmentGrantsAmt
All Other Contributions$826,212AllOtherContributionsAmt
Noncash Contributions$10,428NoncashContributionsAmt
Total Contributions$835,212TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$1,764,473$1,764,473
PROGRAM FEES900099$63,017$63,017
RENTAL INCOME900099$58,684$58,684
FieldValueIRS element (for citing)
Total Program Service Revenue$1,886,174TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,920TotalRevenueColumnAmt
Exclusion$66,920ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$314,447GrossSalesOfInventoryAmt
Cost Of Goods Sold$94,894CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$219,553TotalRevenueColumnAmt
Related Or Exempt Func Income$219,553RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,007,859TotalRevenueColumnAmt
Related Or Exempt Func Income$2,105,727RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$66,920ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$123,552TotalAmt
Program Services$85,509ProgramServicesAmt
Management And General$18,880ManagementAndGeneralAmt
Fundraising$19,163FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$765,963TotalAmt
Program Services$529,737ProgramServicesAmt
Management And General$114,747ManagementAndGeneralAmt
Fundraising$121,479FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$105,369TotalAmt
Program Services$73,665ProgramServicesAmt
Management And General$20,602ManagementAndGeneralAmt
Fundraising$11,102FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$79,981TotalAmt
Program Services$56,725ProgramServicesAmt
Management And General$11,238ManagementAndGeneralAmt
Fundraising$12,018FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,955TotalAmt
Management And General$26,955ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,667TotalAmt
Program Services$58,579ProgramServicesAmt
Management And General$17,301ManagementAndGeneralAmt
Fundraising$12,787FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,297TotalAmt
Program Services$19,942ProgramServicesAmt
Management And General$25,752ManagementAndGeneralAmt
Fundraising$8,603FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$215,240TotalAmt
Program Services$158,009ProgramServicesAmt
Management And General$44,759ManagementAndGeneralAmt
Fundraising$12,472FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$140,322TotalAmt
Program Services$60,582ProgramServicesAmt
Management And General$70,789ManagementAndGeneralAmt
Fundraising$8,951FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,298TotalAmt
Program Services$6,863ProgramServicesAmt
Management And General$1,035ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$897TotalAmt
Program Services$722ProgramServicesAmt
Management And General$173ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$36TotalAmt
Program Services$25ProgramServicesAmt
Management And General$7ManagementAndGeneralAmt
Fundraising$4FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,190TotalAmt
Program Services$6,878ProgramServicesAmt
Management And General$2,329ManagementAndGeneralAmt
Fundraising$983FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,651TotalAmt
Program Services$18,655ProgramServicesAmt
Management And General$5,331ManagementAndGeneralAmt
Fundraising$2,665FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$1,162,406$1,159,828$1,077$1,501
TAXES AND LICENSES$786$85$701

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,809,610TotalAmt
Program Services$2,235,804ProgramServicesAmt
Management And General$361,676ManagementAndGeneralAmt
Fundraising$212,130FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$292,663BOYAmt
EOY$499,031EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$54,476BOYAmt
EOY$108,731EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
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$12,911BOYAmt
EOY$11,240EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,352BOYAmt
EOY$39,320EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$218,092LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,323LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$158,981BOYAmt
EOY$156,769EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,256,011BOYAmt
EOY$10,561,994EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$121,526BOYAmt
EOY$143,856EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$148,090BOYAmt
EOY$224,764EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$247,024BOYAmt
EOY$257,029EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$516,640BOYAmt
EOY$625,649EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,739,371BOYAmt
EOY$9,936,345EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,739,371BOYAmt
EOY$9,936,345EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,256,011BOYAmt
EOY$10,561,994EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$198,249ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$1,275PriorPeriodAdjustmentsAmt
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$543,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$510,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$478,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$781,642CurrentTaxYearMinus1YearAmt
Current Tax Year$835,212CurrentTaxYearAmt
Total$3,149,394TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,231,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,562,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,509,427CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,893,771CurrentTaxYearMinus1YearAmt
Current Tax Year$2,141,937CurrentTaxYearAmt
Total$8,339,423TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,775,666CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,073,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,987,589CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,675,413CurrentTaxYearMinus1YearAmt
Current Tax Year$2,977,149CurrentTaxYearAmt
Total$11,488,817TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$382,720CurrentTaxYearMinus1YearAmt
Current Tax Year$444,900CurrentTaxYearAmt
Total$1,415,820TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,449CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,350CurrentTaxYearMinus1YearAmt
Current Tax Year$3,972CurrentTaxYearAmt
Total$375,179TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$320,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$306,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$402,070CurrentTaxYearMinus1YearAmt
Current Tax Year$448,872CurrentTaxYearAmt
Total$1,790,999TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$9,697,818PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,268CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,135CurrentTaxYearMinus1YearAmt
Current Tax Year$125,604CurrentTaxYearAmt
Total$430,994TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,268CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,135CurrentTaxYearMinus1YearAmt
Current Tax Year$125,604CurrentTaxYearAmt
Total$430,994TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,841,154CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,138,268CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,055,088CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,782,548CurrentTaxYearMinus1YearAmt
Current Tax Year$3,102,753CurrentTaxYearAmt
Total$11,919,811TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81360PublicSupportCY509Pct
Public Support PY5090.80400PublicSupportPY509Pct
Investment Income CY0.03620InvestmentIncomeCYPct
Investment Income PY0.02910InvestmentIncomePYPct
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$148,596OtherCostOrOtherBasisAmt
Depreciation$16,424DepreciationAmt
Book Value$132,172BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,496OtherCostOrOtherBasisAmt
Depreciation$44,899DepreciationAmt
Book Value$24,597BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$156,769TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Amt$257,029Amt
FieldValueIRS element (for citing)
Total Liability$257,029TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS APPLIED THE PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2011.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 11C, 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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