BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201413179349302261
Schema version
2013v3.0
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)
Return2014-11-13T10:10:22-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT ASSOCIATES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95833ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942887073EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY SOCIETY FOR THE PRESERVATION OFBusinessNameLine1
Business Name Line2TRADITIONAL MUSICBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt
Phone5105487603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1
CityBERKELEYCity
StateCAState
ZIP Code94707ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BIDWELLPersonNm
Person TitleCHAIRPersonTitleTxt
Phone5105487603PhoneNum
Signature2014-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerJOHN BIDWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1
CityBERKELEYCity
StateCAState
ZIP Code94707ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,055,088GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FREIGHTANDSALVAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEDUCATION ABOUT AND CONCERTS PROMOTING TRADITIONAL AND FOLK MUSIC.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee56TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$510,643PYContributionsGrantsAmt
CY Contributions Grants$478,162CYContributionsGrantsAmt
PY Program Service Revenue$1,338,873PYProgramServiceRevenueAmt
CY Program Service Revenue$1,260,185CYProgramServiceRevenueAmt
PY Investment Income$65,268PYInvestmentIncomeAmt
CY Investment Income$67,499CYInvestmentIncomeAmt
PY Other Revenue$141,498PYOtherRevenueAmt
CY Other Revenue$160,045CYOtherRevenueAmt
PY Total Revenue$2,056,282PYTotalRevenueAmt
CY Total Revenue$1,965,891CYTotalRevenueAmt
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$922,966PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,042,757CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$267,355CYTotalFundraisingExpenseAmt
PY Other Expenses$1,299,423PYOtherExpensesAmt
CY Other Expenses$1,299,870CYOtherExpensesAmt
PY Total Expenses$2,222,389PYTotalExpensesAmt
CY Total Expenses$2,342,627CYTotalExpensesAmt
PY Revenues Less Expenses-$166,107PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$376,736CYRevenuesLessExpensesAmt
Total Assets BOY$10,085,866TotalAssetsBOYAmt
Total Assets EOY$10,250,280TotalAssetsEOYAmt
Total Liabilities BOY$148,193TotalLiabilitiesBOYAmt
Total Liabilities EOY$689,343TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,937,673NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,560,937NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO FOSTER THE UNDERSTANDING AND APPRECIATION OF TRANDITIONAL AND FOLK MUSIC BY PRESENTING CONCERTS AND CONDUCTING CLASSES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,700,561ExpenseAmt
Revenue$1,420,230RevenueAmt
DescIN 2013, THE ORGANIZATION STAGED APPROXIMATELY 327 TICKETED CONCERTS FEATURING APPROXIMATELY 1,000 PERFORMERS OF TRADITIONAL AND FOLK MUSIC, ATTENDED BY MORE THAN 58,000 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION, IN COLLABORATION WITH BERKELEY TRADITIONAL MUSIC FOUNDATION, CONDUCTED MUSIC EDUCATION CLASSES AND WORKSHOPS. THE ORGANIZATION OFFERED 132 WORKSHOPS, WITH 1,419 STUDENTS. ALSO OFFERED WERE 170 6-WEEK CLASS SESSIONS THROUGHOUT THE YEAR, WITH 1,083 STUDENTS IN ATTENDANCE. CLASS AND WORKSHOP OFFERINGS INCLUDE INSTRUCTION IN BANJO, GUITAR, MANDOLIN, FOLK SONG REPERTOIRE, FIDDLE, HARMONY SINGING, SONGWRITING, DULCIMER, AND UKULELE, ALONG WITH MULTI-INSTRUMENT ENSEMBLE CLASSES FOCUSING ON BLUES, BLUEGRASS, AND SWING JAZZ 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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION HOLDS AN ANNUAL "FIDDLEKIDS" CAMP FOR ONE WEEK DURING THE SUMMER. 59 CHILDREN ATTENDED THE 2013 FIDDLEKIDS CAMP CLASSES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,700,561TotalProgramServiceExpensesAmt
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 Document241IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee56EmployeeCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY CASTILLEBusinessNameLine1
FieldValueIRS element (for citing)
Phone5106442020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1
CityBERKELEYCity
StateCAState
ZIP Code94704ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN BIDWELL
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
RUSSELL D POLLOCK
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
KERRY PARKER
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
JOHN M WILLIAMSON
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
SUZANNE FOX
BOARD MEMBER1.00Yes (X)$0$0$0
POLLY ARMSTRONG
BOARD MEMBER1.00Yes (X)$0$0$0
LARRY CHUNG
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN CROIZAT
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
CLYDE LELAND
BOARD MEMBER1.00Yes (X)$0$0$0
RAY MURRAY
BOARD MEMBER1.00Yes (X)$0$0$0
SARAH ROBERTSON
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID SAWI
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA TILLERY
BOARD MEMBER1.00Yes (X)$0$0$0
AUSTIN WILLACY
BOARD MEMBER1.00Yes (X)$0$0$0
STEVE MECKFESSEL
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY CASTILLE
BOARD MEMBER1.00Yes (X)$0$0$0
KATHY CRANDALL
BOARD MEMBER1.00Yes (X)$0$0$0
NATE LEVINE
BOARD MEMBER1.00Yes (X)$0$0$0
STEVE BAKER
EXECUTIVE DIRECTOR39.001.00Yes (X)$96,720$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$96,720TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$32,200GovernmentGrantsAmt
All Other Contributions$445,962AllOtherContributionsAmt
Total Contributions$478,162TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$1,152,770$1,152,770
PROGRAM FEES900099$83,415$83,415
RENTAL INCOME900099$24,000$24,000
FieldValueIRS element (for citing)
Total Program Service Revenue$1,260,185TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,499TotalRevenueColumnAmt
Exclusion$67,499ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$249,242GrossSalesOfInventoryAmt
Cost Of Goods Sold$89,197CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,045TotalRevenueColumnAmt
Related Or Exempt Func Income$160,045RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,965,891TotalRevenueColumnAmt
Related Or Exempt Func Income$1,420,230RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$67,499ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$96,720TotalAmt
Program Services$58,520ProgramServicesAmt
Management And General$20,376ManagementAndGeneralAmt
Fundraising$17,824FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$793,100TotalAmt
Program Services$479,861ProgramServicesAmt
Management And General$167,081ManagementAndGeneralAmt
Fundraising$146,158FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$73,920TotalAmt
Program Services$36,307ProgramServicesAmt
Management And General$18,635ManagementAndGeneralAmt
Fundraising$18,978FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$79,017TotalAmt
Program Services$50,558ProgramServicesAmt
Management And General$14,503ManagementAndGeneralAmt
Fundraising$13,956FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,963TotalAmt
Management And General$4,963ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,480TotalAmt
Management And General$18,480ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$105,008TotalAmt
Program Services$58,438ProgramServicesAmt
Management And General$17,744ManagementAndGeneralAmt
Fundraising$28,826FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,674TotalAmt
Program Services$6,586ProgramServicesAmt
Management And General$17,971ManagementAndGeneralAmt
Fundraising$6,117FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$140,317TotalAmt
Program Services$70,729ProgramServicesAmt
Management And General$50,929ManagementAndGeneralAmt
Fundraising$18,659FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$118,206TotalAmt
Program Services$70,922ProgramServicesAmt
Management And General$35,462ManagementAndGeneralAmt
Fundraising$11,822FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,574TotalAmt
Program Services$2,574ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,217TotalAmt
Program Services$1,938ProgramServicesAmt
Management And General$808ManagementAndGeneralAmt
Fundraising$471FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,810TotalAmt
Program Services$2,683ProgramServicesAmt
Management And General$751ManagementAndGeneralAmt
Fundraising$376FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,297TotalAmt
Program Services$13,978ProgramServicesAmt
Management And General$6,989ManagementAndGeneralAmt
Fundraising$2,330FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTION COSTS$816,126$814,297$1,829
PROGRAM EXPENSE$33,105$33,105
TAXES AND LICENSES$93$65$9$19

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,342,627TotalAmt
Program Services$1,700,561ProgramServicesAmt
Management And General$374,711ManagementAndGeneralAmt
Fundraising$267,355FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$149,397BOYAmt
EOY$332,226EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$58,220BOYAmt
EOY$12,000EOYAmt

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$5,173BOYAmt
EOY$5,736EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,000BOYAmt
EOY$29,898EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$184,402LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$44,610LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$134,448BOYAmt
EOY$139,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,085,866BOYAmt
EOY$10,250,280EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$94,757BOYAmt
EOY$234,894EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$53,436BOYAmt
EOY$112,757EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$341,692EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$148,193BOYAmt
EOY$689,343EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,925,839BOYAmt
EOY$9,560,937EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,937,673BOYAmt
EOY$9,560,937EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,085,866BOYAmt
EOY$10,250,280EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$376,736ReconcilationRevenueExpnssAmt
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$3,223,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$652,573CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$543,735CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$510,643CurrentTaxYearMinus1YearAmt
Current Tax Year$478,162CurrentTaxYearAmt
Total$5,408,145TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$827,868CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,022,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,231,931CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,562,357CurrentTaxYearMinus1YearAmt
Current Tax Year$1,509,427CurrentTaxYearAmt
Total$6,153,834TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,050,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,674,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,775,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,073,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,987,589CurrentTaxYearAmt
Total$11,561,979TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,392,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$295,894CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,000CurrentTaxYearMinus1YearAmt
Current Tax Year$287,200CurrentTaxYearAmt
Total$2,266,094TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$459,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$192,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,468CurrentTaxYearMinus1YearAmt
Current Tax Year$14,449CurrentTaxYearAmt
Total$924,094TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,851,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$408,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$312,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$315,468CurrentTaxYearMinus1YearAmt
Current Tax Year$301,649CurrentTaxYearAmt
Total$3,190,188TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,371,791PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$769CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,268CurrentTaxYearMinus1YearAmt
Current Tax Year$67,499CurrentTaxYearAmt
Total$199,089TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$769CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,268CurrentTaxYearMinus1YearAmt
Current Tax Year$67,499CurrentTaxYearAmt
Total$199,089TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,051,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,674,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,841,154CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,138,268CurrentTaxYearMinus1YearAmt
Current Tax Year$2,055,088CurrentTaxYearAmt
Total$11,761,068TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.71180PublicSupportCY509Pct
Public Support PY5090.69730PublicSupportPY509Pct
Investment Income CY0.01690InvestmentIncomeCYPct
Investment Income PY0.01220InvestmentIncomePYPct
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$8,804DepreciationAmt
Book Value$139,792BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,806OtherCostOrOtherBasisAmt
Depreciation$35,806DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$139,792TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Amt$341,692Amt
FieldValueIRS element (for citing)
Total Liability$341,692TotalLiabilityAmt
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 2009.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 OCCURRED ANNUALLY FOR THE EXECUTIVE DIRECTOR. THE LAST YEAR WHICH THIS PROCESS WAS UNDERTAKEN WAS 2013.
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 FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1
CityBERKELEYCity
StateCAState
ZIP Code94704ZIPCode
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 MUSICBusinessNameLine1
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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