2014-11-13T10:10:22-06:00 2013-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2013-01-01 942887073 BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC BERK 5105487603 2020 ADDISON STREET BERKELEY CA 94707 JOHN BIDWELL CHAIR 5105487603 2014-11-10 1 LINDA D GEERY P00364484 9166466464 2013 2015-11-30 17:44:51Z FREIGHT AND SALVAGE COFFEEHOUSE JOHN BIDWELL 2020 ADDISON STREET BERKELEY CA 94707 2055088 0 X WWW.FREIGHTANDSALVAGE.ORG X 1984 CA EDUCATION ABOUT AND CONCERTS PROMOTING TRADITIONAL AND FOLK MUSIC. 21 21 56 60 0 0 510643 478162 1338873 1260185 65268 67499 141498 160045 2056282 1965891 0 0 0 0 922966 1042757 0 0 267355 1299423 1299870 2222389 2342627 -166107 -376736 10085866 10250280 148193 689343 9937673 9560937 X TO FOSTER THE UNDERSTANDING AND APPRECIATION OF TRANDITIONAL AND FOLK MUSIC BY PRESENTING CONCERTS AND CONDUCTING CLASSES. 0 0 1700561 1420230 IN 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. THE 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. THE 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. THE ORGANIZATION HOLDS AN ANNUAL "FIDDLEKIDS" CAMP FOR ONE WEEK DURING THE SUMMER. 59 CHILDREN ATTENDED THE 2013 FIDDLEKIDS CAMP CLASSES. 1700561 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 241 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NANCY CASTILLE 5106442020 2020 ADDISON STREET BERKELEY CA 94704 JOHN BIDWELL CHAIR 1.00 1.00 X X 0 0 0 RUSSELL D POLLOCK VICE CHAIR 1.00 1.00 X X 0 0 0 KERRY PARKER SECRETARY 1.00 1.00 X X 0 0 0 JOHN M WILLIAMSON TREASURER 1.00 1.00 X X 0 0 0 SUZANNE FOX BOARD MEMBER 1.00 X 0 0 0 POLLY ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 LARRY CHUNG BOARD MEMBER 1.00 X 0 0 0 JOHN CROIZAT BOARD MEMBER 1.00 X 0 0 0 ROBIN FLOWER BOARD MEMBER 1.00 X 0 0 0 PETER GLAZER BOARD MEMBER 1.00 X 0 0 0 BARBARA HIGBIE BOARD MEMBER 1.00 X 0 0 0 CLYDE LELAND BOARD MEMBER 1.00 X 0 0 0 RAY MURRAY BOARD MEMBER 1.00 X 0 0 0 SARAH ROBERTSON BOARD MEMBER 1.00 X 0 0 0 DAVID SAWI BOARD MEMBER 1.00 X 0 0 0 LINDA TILLERY BOARD MEMBER 1.00 X 0 0 0 AUSTIN WILLACY BOARD MEMBER 1.00 X 0 0 0 STEVE MECKFESSEL BOARD MEMBER 1.00 X 0 0 0 NANCY CASTILLE BOARD MEMBER 1.00 X 0 0 0 KATHY CRANDALL BOARD MEMBER 1.00 X 0 0 0 NATE LEVINE BOARD MEMBER 1.00 X 0 0 0 STEVE BAKER EXECUTIVE DIRECTOR 39.00 1.00 X 96720 0 0 96720 0 0 0 0 0 0 0 32200 445962 478162 MUSIC EDUCATION CONCER 900099 1152770 1152770 PROGRAM FEES 900099 83415 83415 RENTAL INCOME 900099 24000 24000 1260185 67499 67499 249242 89197 160045 160045 1965891 1420230 0 67499 96720 58520 20376 17824 793100 479861 167081 146158 73920 36307 18635 18978 79017 50558 14503 13956 4963 4963 18480 18480 105008 58438 17744 28826 30674 6586 17971 6117 140317 70729 50929 18659 118206 70922 35462 11822 2574 2574 3217 1938 808 471 3810 2683 751 376 23297 13978 6989 2330 PRODUCTION COSTS 816126 814297 1829 PROGRAM EXPENSE 33105 33105 TAXES AND LICENSES 93 65 19 9 2342627 1700561 374711 267355 149397 332226 58220 12000 9730628 9730628 5173 5736 8000 29898 184402 44610 134448 139792 10085866 10250280 94757 234894 53436 112757 0 341692 148193 689343 X 9925839 9560937 11834 0 9937673 9560937 10085866 10250280 -376736 0 X X 0 1 X 1 0 X 3223032 652573 543735 510643 478162 5408145 827868 1022251 1231931 1562357 1509427 6153834 4050900 1674824 1775666 2073000 1987589 11561979 1392000 295894 120000 171000 287200 2266094 459483 112754 192940 144468 14449 924094 1851483 408648 312940 315468 301649 3190188 8371791 769 65 65488 65268 67499 199089 769 65 65488 65268 67499 199089 4051669 1674889 1841154 2138268 2055088 11761068 0.71180 0.69730 0.01690 0.01220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148596 8804 139792 35806 35806 0 139792 DUE TO BERKELEY TRADITIONAL MUSIC FOUNDATION 341692 341692 X PART X, LINE 2: THE 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. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR, TREASURER, AND MEMBERS OF THE FINANCE COMMITTEE CONDUCT A THOROUGH REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15 THE 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 19 UPON 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. BERKELEY TRADITIONAL MUSIC FOUNDATION 2020 ADDISON STREET BERKELEY CA 94704 273945670 SUPPORT THE BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC, INC. CA 501(C)(3) LINE 11C, III-FI BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0