BERKELEY REPERTORY THEATRE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY REPERTORY THEATRE (EIN 94-1679756)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-04-18
- IRS object ID
- 201111099349300311
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-18T17:59:17-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino McKenna LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 Alcosta Boulevard Suite 500 | AddressLine1 |
| City | San Ramon | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941679756 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkeley Repertory Theatre | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 5106472900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1 |
| City | Berkeley | City |
| State | CA | State |
| ZIP Code | 94710 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan Medak | Name |
| Title | Managing Director | Title |
| Phone | 5106472900 | Phone |
| Date Signed | 2011-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA CYPHERS | Name |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Susan Medak | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1 |
| City | Berkeley | City |
| State | CA | State |
| ZIP Code | 94710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11995851 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.berkeleyrep.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE THEATRE PRODUCES PREMIERS OF NEW WORK AND MAJOR PRODUCTIONS FROM AN INTERNATIONAL REPERTOIRE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 356 | TotalNbrEmployees |
| Total Nbr Volunteers | 1000 | TotalNbrVolunteers |
| Total Gross UBI | 14548 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5964568 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3126539 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6676771 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8447821 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93814 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32038 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51476 | OtherRevenuePriorYear |
| Other Revenue Current Year | 38302 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12786629 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11644700 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 29519 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 34740 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6438185 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6459872 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 78453 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 50355 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 838320 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5513166 | OtherExpensePriorYear |
| Other Expenses Current Year | 6567363 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12059323 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13112330 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 727306 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1467630 | RevenuesLessExpensesCY |
| Total Assets BOY | 30730495 | TotalAssetsBOY |
| Total Assets EOY | 34367634 | TotalAssetsEOY |
| Total Liabilities BOY | 9596710 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14781710 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21133785 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19585924 | NetAssetsOrFundBalancesEOY |
| Mission Description | Berkeley Repertory Theatre seeks to set a national standard for ambitious programming, engagement with its audiences and leadership within the community in which it resides. We endeavor to create a diverse body of work that expresses a rigorous, embracing aesthetic and reflects the highest artistic standards, and seek to maintain an environment in which talented artists can do their best work. We strive to engage our audiences in an ongoing dialogue of ideas, and encourage lifelong learning as a core community value. Through productions, outreach and education, Berkeley Rep aspires to use theatre as a means to challenge, thrill and galvanize what is best in the human spirit. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10240106 | Expense |
| Revenue | 7596495 | Revenue |
| Description | Berkeley Repertory Theatre presented 410 performances of 12 shows for an audience of more than 167,000 attendees. Berkeley Rep produced the world premier of Green Day's AMERICAN IDIOT, which brought in the biggest advance sale in the Theatre's 41-year history, the biggest day at the box office, 18 of the top 20 days ever, and extended its run for five weeks. Berkeley Rep produced the West Coast premiere of TINY KUSHNER by legendary playwright Tony Kushner, which became the Theatre's second transatlantic transfer when it played at London's Tricycle Theatre in September 2010.The Theatre also produced three other world premieres: CONCERNING STRANGE DEVICES FROM THE DISTANT WEST, a commission from Naomi Iizuka; GIRLFRIEND, a musical by Todd Almond and Matthew Sweet that earned a one-week extension; and Lisa Kron's IN THE WAKE, which transferred to New York and became a finalist for the Susan Smith Blackburn Prize. It also participated in the nationwide premier of THE LARAMIE PROJECT: TEN YEARS LATER.As a result, Berkeley Rep shared in several significant awards: AMERICAN IDIOT earned two Tony Awards, a Grammy Award, A Drama Desk Award, an Outer Critics Circle Award, and other honors.During the run of COMING HOME, Berkeley Rep's audiences donated more than $7,500 to the hurricane relief effort in Haiti.Local media celebrated Berkeley Rep's success with several front-page stories, and the New York Times declared that "Berkeley Rep is on fire." Projects developed at the Theatre were named among the year's best by the Associated Press, LA Times, NY Times, The New Yorker, USA Today, and other prominent publications, and the San Francisco Chronicle asserted that "the rise of Berkeley Rep" was the Top Theatre Story of the Decade. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 667045 | Expense |
| Grants | 34740 | Grants |
| Revenue | 386833 | Revenue |
| Description | At the Berkeley Rep School of Theatre, artists of all ages and abilities are offered the opportunity to experience the craft and artistry of theatre and to actively engage with their own creativity while making meaningful connections. The only requirement is an active mind open to imagination, collaboration, hard work, and lots of fun. Eighteen theatre arts education programs served nearly 23,000 students. The Berkeley Rep School of Theatre is committed to working with local schools to reinforce arts education as a community value and as an integral part of our cultural fabric. Free and low-cost dynamic workshops for elementary, middle, and high schools are offered in all nine Bay Area counties. Using theatre arts techniques that encourage teamwork and ensemble-building, outreach programs reinforce California State Board of Education content standards in the fields of English language arts, history-social science, mathematics, physical education, and visual and performing arts. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 186057 | Revenue |
| Description | In the summer when our mainstage season is dark, Berkeley Rep has the opportunity to develop work in our theatre spaces and to offer more experimental special event performances to our audience. Continuing our interests in developing new work, nurturing new artists and creating professional development opportunities for our fellows, Berkeley Rep hosted a summer new works festival. The 2010 Fireworks Festival was held in June and July and was produced by our graduating artistic fellow. This years festival focused on developing and presenting the work of local solo artists Dan Hoyle and Wes Nisker, and also featured workshops and performances by the nationally known artists David Sedaris and John Leguizamo, who has now taken that show to Broadway.At other times, Berkeley Rep opens its doors to organizations and individuals from the community for a wide range of events. Various facilities and spaces are available to accommodate events of all sizes and types, and non-profit rates are available for qualifying community organizations. Berkeley Rep provided facilities to playwrights, lecturers from Lawrence Berkeley National Labs, Berkeley High School teachers, Theatre Bay Area and Theatre Communication Group conference, schools for benefits featuring interviews with well-known authors, dance and other performance events. Each year Berkeley Rep has been one of the venues for the Jewish Film Festival. The Berkeley Fire Department holds its annual badge ceremony in Berkeley Reps theatre and courtyard. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10907151 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 124 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 356 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Pettigrew Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5106472900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Harrison Street | AddressLine1 |
| City | Berkeley | City |
| State | CA | State |
| ZIP Code | 94710 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Susan Medak | ||||||||
| Trustee, Managing Director | 40.00 | X | X | 199742 | 0 | 22935 | ||
| Tony Taccone | ||||||||
| Trustee, Artistic Director | 40.00 | X | X | 171447 | 0 | 49531 | ||
| Marjorie Randolph | ||||||||
| Trustee, President | 1.00 | X | 0 | 0 | 0 | X | ||
| William Falik | ||||||||
| Trustee, Vice President | 1.00 | X | 0 | 0 | 0 | X | ||
| Patricia Sakai | ||||||||
| Trustee, Vice President | 1.00 | X | 0 | 0 | 0 | X | ||
| Jack Schafer | ||||||||
| Trustee, Vice President | 1.00 | X | 0 | 0 | 0 | X | ||
| Phillip Trapp | ||||||||
| Trustee, Treasurer | 1.00 | X | 0 | 0 | 0 | X | ||
| Scott Haber | ||||||||
| Trustee, Secretary | 1.00 | X | 0 | 0 | 0 | X | ||
| David Cox | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Thalia Dorwick | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Oz Erickson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William Espey | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John Field | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| David Fleishhacker | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kerry Francis | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert G Harris | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Wayne Jordan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Julie Matlof Kennedy | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Carole S Krumland | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dale Rogers Marshall | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sandra R McCandless | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Helen Meyer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dugan Moore | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mary Ann Peoples | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Peter Pervere | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Len Rand | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard A Rubin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Emily Shanks | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sally Smith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Steve Snow | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Roger Strauch | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jean Z Strunsky | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Felicia Woytak | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Leslie Waters | ||||||||
| Associate Artistic Director | 40.00 | 112452 | 0 | 20795 | X | |||
| Lynn Eve Komaromi | ||||||||
| Director of Development | 40.00 | 108511 | 0 | 14402 | X | |||
| Robert Sweibel | ||||||||
| Dir of Marketing & Communication | 40.00 | 104811 | 0 | 24018 | X | |||
| Karen Racanelli | ||||||||
| General Manager | 40.00 | 103914 | 0 | 24915 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 800877 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156596 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Oliver & Company | |||||
| 1300 South 51st St | Richmond | CA | 94804 | General Contractor/Equipment Installatio | 374160 |
| Senovva | |||||
| 731 Ceres Ave | Los Angeles | CA | 90021 | Video Technician | 145500 |
| Bay Area Arts Marketing | |||||
| 1461 15th Street | San Francisco | CA | 94103 | Telemarketing/Telefunding | 121435 |
| Wishful Drinking Joint Venture | |||||
| 860 Spruce Street | Berkeley | CA | 94707 | Theatrical Producer | 107143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 289312 | FundraisingEvents |
| Government Grants | 222900 | GovernmentGrants |
| All Other Contributions | 2614327 | AllOtherContributions |
| Noncash Contributions | 213251 | NoncashContributions |
| Total Contributions | 3126539 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Admissions | 711110 | 6216705 | 6216705 | ||
| Co-Production Revenue | 711110 | 1164667 | 1164667 | ||
| other program Revenue | 711110 | 401180 | 401180 | ||
| tuition/education | 711110 | 386833 | 386833 | ||
| Concessions | 711110 | 286593 | 472 | $286,121 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8157 | TotalRevenueColumn |
| Unrelated Business Revenue | 51930 | UnrelatedBusinessRevenue |
| Exclusion | -$60,087 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8447821 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34084 | TotalRevenueColumn |
| Exclusion | $34,084 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62490 | TotalRevenueColumn |
| Exclusion | $62,490 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90469 | Real |
| Personal | 17251 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 123055 | Real |
| Personal | 49242 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -32586 | Real |
| Personal | -31991 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -64577 | TotalRevenueColumn |
| Unrelated Business Revenue | -37854 | UnrelatedBusinessRevenue |
| Exclusion | -$26,723 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95194 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97240 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2046 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2046 | TotalRevenueColumn |
| Exclusion | -$2,046 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 81614 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 289312 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 81614 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other special events | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 40389 | TotalRevenueColumn |
| Exclusion | $40,389 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 40389 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11644700 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8169385 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14548 | UnrelatedBusinessRevenue |
| Exclusion | $334,228 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34740 | Total |
| Program Services | 34740 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432600 | Total |
| Program Services | 162225 | ProgramServices |
| Management And General | 162225 | ManagementAndGeneral |
| Fundraising | 108150 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4879074 | Total |
| Program Services | 4059406 | ProgramServices |
| Management And General | 539471 | ManagementAndGeneral |
| Fundraising | 280197 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98925 | Total |
| Program Services | 71336 | ProgramServices |
| Management And General | 19801 | ManagementAndGeneral |
| Fundraising | 7788 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609557 | Total |
| Program Services | 500980 | ProgramServices |
| Management And General | 77196 | ManagementAndGeneral |
| Fundraising | 31381 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439716 | Total |
| Program Services | 358796 | ProgramServices |
| Management And General | 48523 | ManagementAndGeneral |
| Fundraising | 32397 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50355 | Total |
| Fundraising | 50355 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858014 | Total |
| Program Services | 793487 | ProgramServices |
| Management And General | 64517 | ManagementAndGeneral |
| Fundraising | 10 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182712 | Total |
| Program Services | 182712 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619732 | Total |
| Program Services | 513363 | ProgramServices |
| Management And General | 54607 | ManagementAndGeneral |
| Fundraising | 51762 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326764 | Total |
| Program Services | 326764 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 694271 | Total |
| Program Services | 569100 | ProgramServices |
| Management And General | 18058 | ManagementAndGeneral |
| Fundraising | 107113 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290563 | Total |
| Program Services | 268156 | ProgramServices |
| Management And General | 15780 | ManagementAndGeneral |
| Fundraising | 6627 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145427 | Total |
| Program Services | 117068 | ProgramServices |
| Management And General | 18906 | ManagementAndGeneral |
| Fundraising | 9453 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 786342 | Total |
| Program Services | 624936 | ProgramServices |
| Management And General | 107604 | ManagementAndGeneral |
| Fundraising | 53802 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212509 | Total |
| Program Services | 186798 | ProgramServices |
| Management And General | 16734 | ManagementAndGeneral |
| Fundraising | 8977 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| miscellaneous | 969197 | 734270 | 169406 | 65521 |
| production materials | 643752 | 643752 | ||
| housing | 435665 | 435665 | ||
| credit card fees and ch | 248069 | 198895 | 34268 | 14906 |
| Maintenance | 154346 | 124702 | 19763 | 9881 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13112330 | Total |
| Program Services | 10907151 | ProgramServices |
| Management And General | 1366859 | ManagementAndGeneral |
| Fundraising | 838320 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233044 | BOY |
| EOY | 1241159 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3666591 | BOY |
| EOY | 1738459 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4643289 | BOY |
| EOY | 2743681 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334377 | BOY |
| EOY | 13539 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1528534 | BOY |
| EOY | 701915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33642135 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8436650 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19551286 | BOY |
| EOY | 25205485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618048 | BOY |
| EOY | 2596187 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52768 | BOY |
| EOY | 17447 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102558 | BOY |
| EOY | 109762 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30730495 | BOY |
| EOY | 34367634 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1042667 | BOY |
| EOY | 786912 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4591860 | BOY |
| EOY | 3207484 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3543255 | BOY |
| EOY | 10166867 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418928 | BOY |
| EOY | 620447 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9596710 | BOY |
| EOY | 14781710 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13397583 | BOY |
| EOY | 12936397 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5499760 | BOY |
| EOY | 4399396 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2236442 | BOY |
| EOY | 2250131 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21133785 | BOY |
| EOY | 19585924 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30730495 | BOY |
| EOY | 34367634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5684622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5411788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7275348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5964568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3126540 | CurrentTaxYear |
| Total | 27462866 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5684622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5411788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7275348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5964568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3126540 | CurrentTaxYear |
| Total | 27462866 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1785632 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25677234 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 187432 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 235676 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 180095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 200285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170768 | CurrentTaxYear |
| Total | 974256 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 77964 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115946 | CurrentTaxYearMinus2Years |
| Current Tax Year | 14548 | CurrentTaxYear |
| Total | 292617 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 847567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 943146 | CurrentTaxYearMinus3Years |
| Current Tax Year | 40389 | CurrentTaxYear |
| Total | 1831102 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30560841 | TotalSupport |
| Gross Receipts From Admissions Etc | 32919205 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2197109 | BeginningOfYearBalance |
| Contributions | 14689 | Contributions |
| Investment Earnings Or Losses | 95893 | InvestmentEarningsOrLosses |
| Other Expenditures | 47748 | OtherExpenditures |
| End Of Year Balance | 2259943 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2213034 | BeginningOfYearBalance |
| Contributions | 38633 | Contributions |
| Investment Earnings Or Losses | -39558 | InvestmentEarningsOrLosses |
| Other Expenditures | 15000 | OtherExpenditures |
| End Of Year Balance | 2197109 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00860 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99140 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2802299 | OtherCostOrOtherBasis |
| Book Value | 2802299 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28115409 | OtherCostOrOtherBasis |
| Depreciation | 6689144 | Depreciation |
| Book Value | 21426265 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1792030 | OtherCostOrOtherBasis |
| Depreciation | 1452300 | Depreciation |
| Book Value | 339730 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 932397 | OtherCostOrOtherBasis |
| Depreciation | 295206 | Depreciation |
| Book Value | 637191 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25205485 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| executive retirement plan | $394,342 |
| Interest Rate Swap | $226,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 620447 | TotalOfAmounts |
| Total Revenue | 11644700 | TotalRevenue |
| Total Expenses | 13112330 | TotalExpenses |
| Excess Or Deficit For Year | -1467630 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 73241 | NetUnrealizedGLOnInvestments |
| Other | -$153,472 | OtherAmount |
| Total Adjustments | -80231 | TotalAdjustments |
| Excess Or Deficit Per FS | -1547861 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12011931 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 73241 | NetUnrealizedGainsInvestments |
| Other Revenues | 293990 | OtherRevenues |
| Revenue Not Rptd F990 | 367231 | RevenueNotRptdF990 |
| Revenue Subtotal | 11644700 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11644700 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13406320 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 293990 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 293990 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13112330 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13112330 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The purpose of the endowment funds is to further the charitable and educational purposes of Berkeley Repertory Theatre by providing general support in meeting the operating and program needs of Berkeley Repertory Theatre, as determined by Berkeley Repertory Theatre's Board of Trustees. A donor making a contribution to the Endowment Fund may impose specific use restrictions (a "Restricted Purpose") on the donor's contribution, provided that any such restriction must be clearly stated in the donor's gift instrument. If at any time in the judgment of the Board of Trustees it is impossible or impracticable to carry out exactly the Restricted Purpose in the manner requested by the donor, a purpose and manner as near as is practicable to the Restricted Purpose shall be determined by the Board of Trustees. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Theatre has evaluated its current tax positions and has concluded that as of August 31, 2010, the Theatre does not have any significant uncertain tax positions for which a reserve would be necessary. |
| Part XI, Line 8 - Other Adjustments: | Loss on interest rate swap: -153472. | |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expense: 81614. Reclass of Rental UBI: 150352. Reclass of Advertising UBI: 28082. Reclass of Gift Shop UBI: 33942. | |
| Part XIII, Line 2d - Other Adjustments: | Fundraising Expense: 81614. Reclass of Rental UBI: 150352. Reclass of Advertising UBI: 28082. Reclass of Gift Shop UBI: 33942. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bay Area Arts Marketing | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 150966 | GrossReceipts |
| Amount Retained By Contractor | 50355 | AmountRetainedByContractor |
| Net To Organization | 100611 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 150966 | TotalGrossReceipts |
| Total Retained By Contractors | 50355 | TotalRetainedByContractors |
| Total Net To Organization | 100611 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala Dinner, Auction & Raffle | NameOfEvent1 |
| Gross Receipts Event1 | 370926 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 145682 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 225244 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 143630 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 33875 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 25101 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 16638 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 370926 | GrossReceiptsTotal |
| Charitable Contributions Total | 145682 | CharitableContributionsTotal |
| Gross Revenue Total Events | 225244 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 143630 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 33875 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 25101 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 16638 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 225244 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 59 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 34740 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Scholarships are made to students attending Berkeley Repertory Theatre's School of Theatre. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All scholarships are made to students attending Berkeley Repertory Theatre's School of Theatre. Scholarship funds directly reduce costs of attendance. All applicants are asked to submit a financial aid application demonstrating their need. A copy of tax return is required. Applications remain on file. School of Theatre Director, Associate Director, and Administrator evaluate requests and scale award in relation to AGI, adjusting for extenuating circumstances, previous awards, and participation in School of Theatre. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Medak | |||||||||||||
| 199742 | 0 | 0 | 0 | 0 | 0 | 7350 | 0 | 15585 | 0 | 222677 | 0 | 0 | 0 |
| Tony Taccone | |||||||||||||
| 171447 | 0 | 0 | 0 | 0 | 0 | 40225 | 0 | 9306 | 0 | 220978 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Supplemental executive retirement plan (Rabbi Trust): Tony Taccone - $34,331 | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 69621 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21077 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auction/Raffle - Entertainment | 57 | 20182 | FMV |
| X | Auction/Raffle - Lodging | 15 | 30745 | FMV |
| X | Auction/Raffle - Meals | 11 | 7085 | FMV |
| X | Auction/Raffle - Wine | 34 | 20663 | FMV |
| X | Watches | 1 | 33518 | FMV |
| X | Stationery | 1 | 5120 | FMV |
| X | Fitness club passes | 1 | 3000 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Cars donated to Berkeley Repertory Theatre are sold by Charitable Auto Resources, Inc. for a fee. Net proceeds are received by the Theatre. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | By-laws were amended and restated. Revision approved by the Board of Trustees March 8, 2010. Under new legislation, California AB 1233's amendments permitted a nonprofit to have "a treasurer or a chief financial officer or both." By-laws were changed accordingly. Other topics addressed ranged from various officers' titles and responsibilities, indemnification of Trustees, and powers that should (or should not) be delegated to the Executive Committee. |
| Form 990, Part VI, Section B, line 11 | In a recent board meeting, the Theatre set forth the following policy regarding the preparation, review and approval of the Form 990. The managing director, in consultation with the Board or Finance Committee, as the managing director deems appropriate, is responsible for the timely preparation of the return. The Managing Director shall provide the Finance Committee with a substantially complete Form 990 sufficiently in advance of the filing deadline to enable a detailed and conscientious review by the members of the Finance Committee. Subsequently, the Board will be invited to review the Form 990 in its entirety in advance of the filing deadline. |
| Form 990, Part VI, Section B, line 12c | The organization's conflict of interest policy covers all trustees, the managing director and artistic director. No trustee may use his or her position at the organization for personal gain or to benefit another at the expense of the organization, its mission, or its reputation. Each trustee must sign an annual conflict of interest disclosure statement affirming they have read the conflict of interest policy, are not aware of any direct or indirect financial or other material interest that is required to be disclosed, and will promptly report any future situation that might consitute a conflict of interest. If a conflict of interest fails to be disclosed the board will investigate the situation and take appropriate disciplinary and corrective action as necessary. |
| Form 990, Part VI, Section B, line 15 | In Fall 2009, data was gathered from Theatre Communications Group from theatres of similar size and one step larger and one step smaller, in terms of operating budget. Artistic Director data was distinguished when possible from Managing Director data -- it included salary, bonus, contract items like term and termination clauses and perks like sabbaticals and limits on outside projects. Berkeley Repertory Theatre deemed our offers to be above the median, probably in the top quartile of the comps -- we live in one of the highest cost of living areas in the country. Board President due diligence was conducted with fellow Board Presidents to ensure our process and terms were normal -- not materially different from other theatres. The entire Board regularly evaluates the performance of our Directors. The Board delegates the authority to negotiate a contract with Directors to a committee and in turn the Committee empowers a person to work with the Directors one on one. What is especially good about our process is that the entire Board does materially control the authority delegated and the limits of the associated contractual terms. We did have an executive session of the full Board to discuss, decide, and then document with a written contract. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and Financial Statements are available upon request. |
| Form 990, Part XI, Line 2c | The process had not changed from the prior year. |
| Form 990, Part VI, Section B, Line 14 | The organization is planning to implement a document retention and destruction policy in the coming year. |
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