Totals
- Total revenue
- $42,873,857
- Total expenses
- $22,870,673
- Contributions and grants received
- $30,080,551
- Grants paid
- $68,145
- Program service revenue
- $12,493,731
- Investment income
- $825,738
- Other revenue
- -$526,163
- Total assets, end of year
- $88,470,986
- Total liabilities, end of year
- $45,458,388
- Net assets or fund balances, end of year
- $43,012,598
- Program services expenses (Part IX)
- $18,323,897
- Management and general expenses
- $3,082,865
- Fundraising expenses
- $1,463,911
- Program service expenses (Part III)
- $18,323,897
Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$695,563
-
1e · Government grants (contributions)
$454,421
-
1f · All other contributions, gifts and grants
$28,930,567
-
1g · Noncash contributions included above
$322,547
-
2a · Program service revenue: ADMISSIONS/SPECIAL PERFORMANCES
total $8,242,925 · related or exempt $8,242,925
-
2b · Program service revenue: CO-PRODUCTION REVENUE
total $3,199,753 · related or exempt $3,199,753
-
2c · Program service revenue: TUITION/EDUCATION
total $455,890 · related or exempt $455,890
-
2d · Program service revenue: CONCESSIONS
total $311,063 · related or exempt $311,063
-
2e · Program service revenue: SERVICE CHARGES
total $284,100 · related or exempt $284,100
-
3 · Investment income
total $553,872 · excluded $553,872
-
5 · Royalties
total $115,832 · excluded $115,832
-
6a · Gross rents
real property $139,512
-
6b · Less rental expenses
real property $718,848
-
6c · Rental income or loss
real property -$579,336
-
6d · Net rental income or loss
total -$579,336 · unrelated business -$408,212 · excluded -$171,124
-
7a · Gross sales of assets other than inventory
securities $13,583,801
-
7b · Less cost or other basis and sales expenses
securities $13,311,935
-
7c · Gain or loss
securities $271,866
-
7d · Net gain or loss
total $271,866 · excluded $271,866
-
8a · Fundraising events: gross income
$247,526
-
8a · Fundraising events: contributions included on line 1c
$695,563
-
8b · Fundraising events: direct expenses
$364,915
-
8c · Net income from fundraising events
total -$117,389 · excluded -$117,389
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $54,730 · excluded $54,730
-
11e · Other revenue, total
$54,730
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $68,145 · program services $68,145
-
5 · Compensation of officers, directors and key employees
total $766,934 · program services $462,886 · management and general $189,787 · fundraising $114,261
-
7 · Other salaries and wages
total $9,400,577 · program services $7,687,845 · management and general $1,060,243 · fundraising $652,489
-
8 · Pension plan contributions
total $243,897 · program services $169,316 · management and general $49,677 · fundraising $24,904
-
9 · Other employee benefits
total $1,144,406 · program services $928,015 · management and general $125,003 · fundraising $91,388
-
10 · Payroll taxes
total $845,219 · program services $698,098 · management and general $86,568 · fundraising $60,553
-
11a · Fees: management
total $237,195 · program services $181,362 · fundraising $55,833
-
11b · Fees: legal
total $84,549 · management and general $84,549
-
11c · Fees: accounting
total $99,700 · management and general $99,700
-
11f · Fees: investment management
total $38,776 · management and general $38,776
-
11g · Fees: other
total $769,667 · program services $519,239 · management and general $250,129 · fundraising $299
-
12 · Advertising and promotion
total $707,903 · management and general $707,903
-
13 · Office expenses
total $356,762 · program services $260,667 · management and general $12,166 · fundraising $83,929
-
14 · Information technology
total $174,133 · program services $134,781 · management and general $22,627 · fundraising $16,725
-
15 · Royalties
total $647,683 · program services $647,683
-
16 · Occupancy
total $516,453 · program services $482,094 · management and general $17,977 · fundraising $16,382
-
17 · Travel
total $520,243 · program services $512,310 · management and general $2,143 · fundraising $5,790
-
20 · Interest
total $1,581,879 · program services $1,531,653 · management and general $25,113 · fundraising $25,113
-
22 · Depreciation, depletion and amortization
total $2,007,560 · program services $1,943,820 · management and general $31,870 · fundraising $31,870
-
23 · Insurance
total $454,729 · program services $443,303 · management and general $4,564 · fundraising $6,862
-
24a · Other expenses: PRODUCTION MATERIALS
total $970,945 · program services $970,945
-
24b · Other expenses: CREDIT CARD FEES
total $477,897 · program services $334,187 · management and general $116,721 · fundraising $26,989
-
24c · Other expenses: HOSPITALITY
total $349,087 · program services $113,708 · management and general $8,393 · fundraising $226,986
-
24d · Other expenses: CONCESSIONS
total $123,492 · program services $123,492
-
24e · All other expenses
total $282,842 · program services $110,348 · management and general $148,956 · fundraising $23,538
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,614,987 · end of year $271,650
-
2 · Savings and temporary cash investments
beginning of year $133,042 · end of year $2,126,736
-
3 · Pledges and grants receivable
beginning of year $6,256,598 · end of year $4,571,445
-
4 · Accounts receivable
beginning of year $2,882,166 · end of year $29,721
-
9 · Prepaid expenses and deferred charges
beginning of year $476,828 · end of year $724,440
-
10a · Land, buildings and equipment: cost or other basis
$80,778,110
-
10b · Land, buildings and equipment: accumulated depreciation
$22,132,979
-
10c · Land, buildings and equipment, net
beginning of year $60,652,693 · end of year $58,645,131
-
11 · Investments: publicly traded securities
beginning of year $3,511,149 · end of year $20,918,443
-
12 · Investments: other securities
beginning of year $800,595 · end of year $1,087,987
-
15 · Other assets
beginning of year $158,447 · end of year $95,433
-
17 · Accounts payable and accrued expenses
beginning of year $975,770 · end of year $1,114,281
-
19 · Deferred revenue
beginning of year $6,355,359 · end of year $3,767,948
-
20 · Tax-exempt bond liabilities
beginning of year $31,620,030 · end of year $30,821,394
-
23 · Secured mortgages and notes payable
beginning of year $11,993,922 · end of year $9,624,317
-
24 · Unsecured notes and loans payable
beginning of year $3,125,000 · end of year $0
-
25 · Other liabilities
beginning of year $133,542 · end of year $130,448
-
27 · Net assets without donor restrictions
beginning of year $11,440,227 · end of year $32,281,271
-
28 · Net assets with donor restrictions
beginning of year $10,842,655 · end of year $10,731,327
Mission and programs · 2023
Mission
PLEASE SEE SCHEDULE O FOR THE COMPLETE MISSION STATEMENT.BERKELEY REPERTORY THEATRE CREATES AMBITIOUS THEATRE THAT ENTERTAINS AND CHALLENGES ITS AUDIENCES, PROVOKES CIVIC ENGAGEMENT, AND INSPIRES PEOPLE TO EXPERIENCE THE WORLD IN NEW AND SURPRISING WAYS. KNOWN FOR ITS CORE VALUES OF STORYTELLING, RIGOR, INNOVATION, EQUITY, DISCOVERY, AND SUSTAINABILITY, BERKELEY REP DRAWS THEATRE ARTISTS FROM AROUND THE COUNTRY AND THE WORLD TO PRODUCE AN ANNUAL SEVEN-PLAY SEASON AND UP TO FOUR ADDITIONAL SPECIAL EVENT PRESENTATIONS THAT INVITE AUDIENCES TO ENJOY AN ECLECTIC RANGE OF THEATRICAL EXPERIENCES FEATURING DIVERSE ARTISTIC VOICES, THEMES, AND PERSPECTIVES.
Activities or mission (Part I)
THE THEATRE PRODUCES PREMIERES OF NEW WORK AND MAJOR PRODUCTIONS FROM AN INTERNATIONAL REPERTOIRE.
-
BERKELEY REPERTORY THEATRE'S 2023/24 SEASON OPENED WITH SELINA FILLINGER'S GLEEFULLY FEMINIST SATIRE "POTUS: OR, BEHIND EVERY GREAT DUMBASS ARE SEVEN WOMEN TRYING TO KEEP HIM ALIVE", FOLLOWED BY BERKELEY NATIVE EISA DAVIS' PULITZER PRIZE FINALIST "BULRUSHER". IN NOVEMBER 2023, WE CELEBRATED TONY AND EMMY AWARD-WINNING ACTOR BILLY CRUDUP'S RETURN TO BERKELEY REP WITH A RECORD-BREAKING, SOLD-OUT RUN OF HIS TOUR-DE-FORCE PERFORMANCE IN "HARRY CLARKE" BY OBIE AWARD WINNER DAVID CALE. IN JANUARY 2024, "CULT OF LOVE" FROM PLAYWRIGHT LESLYE HEADLAND PLAYED IN OUR RODA THEATRE (AND OPENED ON BROADWAY IN DECEMBER 2024), FOLLOWED BY THE WEST COAST PREMIERE OF PLAYWRIGHT LLOYD SUH'S "THE FAR COUNTRY". IN MAY, WE PRODUCED THE WORLD PREMIERE MUSICAL "GALILEO", (CONTINUED ON SCHEDULE O)WRITTEN BY TWO-TIME EMMY WINNER DANNY STRONG WITH MUSIC AND LYRICS BY MICHAEL WEINER AND ZOE SARNAK, DIRECTED BY TONY AWARD WINNER MICHAEL MAYER, AND STARRING FOUR-TIME TONY AWARD NOMINEE RALESPARZA. THE SEASON CLOSED WITH OCTAVIO SOLIS' MYTHIC "MOTHER ROAD", A 21ST-CENTURY TALE INSPIRED BY JOHN STEINBECK'S "THE GRAPES OF WRATH". ALONGSIDE THESE PRODUCTIONS, BERKELEY REP PRESENTED THREE SPECIAL COMEDY ENGAGEMENTS: ALEX EDELMAN'S "JUST FOR US", "THE BEST OF THE SECOND CITY", AND "W. KAMAU BELL GETS HIS ACT TOGETHER". AUDIENCE REGROWTH FOLLOWING THE PANDEMIC CONTINUES TO BE A PRIORITY FOR THE ORGANIZATION, AND WE ACHIEVED 18% GROWTH OVER THE 2022/23 SEASON WITH 124,508 TICKETS ISSUED IN 2023/24. THROUGHOUT 2023/24, WE EXPERIMENTED WITH STRATEGIES TO INCREASE ACCESS AND CREATE MULTIPLE ENTRY POINTS INTO OUR WORK AND TO RAISE AWARENESS OF BERKELEY REP'S WORK THROUGH NEW CHANNELS. EARLY PROMOTION, ACCESSIBLE PRICING, AND PARTNERSHIPS WITH LEADERS AND INFLUENCERS ROOTED IN THE COMMUNITY HAVE BEEN HELPING INCREASE OUR REACH AND WELCOME NEW THEATREGOERS INTO OUR VENUES. THE ORGANIZATION'S SUBSCRIBER BASE STABILIZED, AND SUBSCRIPTION REVENUE HAS GROWN 35% SINCE THE 2021/22 SEASON. OUR ONGOING WORK WILL BE INFORMED BY THE VALUABLE INSIGHTS GAINED FROM EFFORTS IN 2023/24, WITH A GOAL TO EXPAND OUR AUDIENCE BASE WHILE CONTINUING TO FOSTER LOYALTY AND RETENTION.
Expenses $16,694,043 · Revenue $12,037,841
-
THE BERKELEY REP SCHOOL OF THEATRE SERVED CLOSE TO 12,000 CHILDREN, TEENS, AND LIFE-LONG LEARNERS FROM 11 CALIFORNIA COUNTIES IN 2023/24. PROVIDING ARTS LEARNING OPPORTUNITIES YOUNG PEOPLE MAY NOT OTHERWISE HAVE ACCESS TO DURING THE SCHOOL DAY, PARTICULARLY THOSE ATTENDING ECONOMICALLY UNDER-RESOURCED SCHOOLS, OUR PROGRAMS IN BAY AREA SCHOOLS (INCLUDING IN-SCHOOL RESIDENCIES, STUDENT MATINEES, AND HIGH SCHOOL THEATRE FESTIVAL) HELPED BUILD OVER 4,000 STUDENTS' COMPETENCE IN SKILLS LIKE EMPATHY, CREATIVE THINKING, COMMUNICATION, CURIOSITY, AND HUMAN CONNECTION THAT WILL NOT ONLY HELP ENHANCE THEIR ACADEMIC PERFORMANCE BUT ARE AMONG THE TOP SKILLS THAT WILL EQUIP THEM FOR SUCCESS IN THEIR FUTURE LIFE AND CAREERS. OUR TEEN COUNCIL PROGRAMS (CONTINUED ON SCHEDULE O) CONTINUE TO EMPOWER YOUNG PEOPLE IN LEADERSHIP AND ADVOCACY THROUGH THE ARTS AND INCREASE ARTS ACCESS TO BAY AREA HIGHSCHOOLERS. THE TEEN LEADERSHIP COUNCIL HOSTED 444 OF THEIR PEERS AT TEEN NIGHTS FOR SIX SHOWS DURING THE 2023/24 SEASON, WHICH BROUGHT TEENS TOGETHER IN COMMUNITY TO TALK DEEPLY ABOUT THE THEMES OF THE PRODUCTIONS AND ENGAGE WITH SOME OF THE INDUSTRY'S LEADING ARTISTS. OUR NEXT GENERATION FELLOWSHIP PROGRAM ENGAGED 12 EARLY CAREER ARTS PROFESSIONALS WITH TRAINING AND MENTORSHIP THROUGHOUT THE 2023/24 SEASON, AND MANY OF OUR FELLOWS WERE ABLE TO SECURE EMPLOYMENT BY THE CONCLUSION OF THEIR FELLOWSHIP, WITH A FEW ENDING THEIR FELLOWSHIPS EARLY TO PURSUE PAID POSITIONS IN THE ARTS (INCLUDING AT BERKELEY REP). THE BERKELEY REP SCHOOL OF THEATRE IN PARTNERSHIP WITH THE FORMERLY INCARCERATED PEOPLE'S PERFORMANCE PROJECT (FIPPP) LED STORYTELLING WORKSHOPS WITH INCARCERATED INDIVIDUALS AT THE SAN FRANCISCO SAN BRUNO JAIL AND DOWNTOWN SAN FRANCISCO JAIL FACILITIES. THESE WORKSHOPS HELPED PROGRAM PARTICIPANTS CRAFT ORIGINAL DEVISED THEATRE PIECES WHICH THEY SHARED DURING A CULMINATING PERFORMANCE WITHIN THE FACILITY.
Expenses $1,170,542 · Grants $4,100 · Revenue $455,890
-
THE GROUND FLOOR: BERKELEY REP'S CENTER FOR THE CREATION AND DEVELOPMENT OF NEW WORK HAS GROWN INTO A NATIONALLY RECOGNIZED PROGRAM THAT HAS SERVED OVER 800 ARTISTS AND BEEN PART OF THE DEVELOPMENTAL JOURNEY OF MORE THAN 50 PROJECTS THAT HAVE APPEARED ON STAGES FROM BERKELEY REP TO BROADWAY AND AROUND THE GLOBE. OFFERING FLEXIBLE, CUSTOMIZED SUPPORT FOR ARTISTS CREATING NEW WORK FOR THE AMERICAN THEATRE, BERKELEY REP'S 2024 GROUND FLOOR SUMMER RESIDENCY LAB BROUGHT TOGETHER OVER 100 LOCAL AND NATIONAL ARTISTS OVER FOUR WEEKS TO MAKE ART IN A FLEXIBLE, SUPPORTIVE ENVIRONMENT. THE 23 PROJECTS IN THIS YEAR'S SUMMER RESIDENCY LAB WERE DIVERSE IN SCOPE AND SIZE AND INCLUDED PLAYS, ADAPTATIONS, MUSICALS, DEVISED PIECES, AND A FEW IDEAS STILL IN NASCENT STAGES. (CONTINUED ON SCHEDULE O)DURING THE 2023/24 SEASON, WE HOSTED TWO WORKSHOPS WITH PLAYWRIGHT RICHARD MONTOYA FOR HIS COMMISSIONED PLAY "SUICIDE ON TELEGRAPH". THE GROUND FLOOR ALSO SUPPORTED THE WORLD PREMIERE MUSICAL "GALILEO" AS THE PENULTIMATE PRODUCTION OF THE ORGANIZATION'S 2023/24 SEASON. IN ADDITION, THE PROGRAM SUPPORTED THE CONTINUED DEVELOPMENT OF THREE PLAYS IN OUR 2023/24 SEASON WITH THE PLAYWRIGHTS IN RESIDENCE TO CONTINUE WORK ON THEIR SCRIPTS INCLUDING LESLYE HEADLAND ("CULT OF LOVE"), LLOYD SUH ("THE FAR COUNTRY"), AND OCTAVIO SOLIS ("MOTHER ROAD"). BERKELEY REPERTORY THEATRE'S IN DIALOGUE PROGRAM PARTNERED WITH 40 COMMUNITY ORGANIZATIONS, ARTISTS, COMMUNITY LEADERS, AND SMALL BUSINESSES IN 2023/24. THROUGHOUT THE SEASON, WE ENGAGED AUDIENCES AND COMMUNITY MEMBERS THROUGH EVENTS AND ACTIVATIONS IN CONVERSATION WITH OUR MAINSTAGE PRODUCTIONS. OUR SIX COMMUNITY CELEBRATION NIGHTS DURING THE 2023/24 SEASON FILLED OUR SPACES WITH MUSIC, FOOD, COMMUNITY, AND JOY. THESE FREE, PUBLIC EVENTS INCLUDED PRE-SHOW PERFORMANCES FEATURING LOCAL ARTISTS AND PERFORMERS WITH REFRESHMENTS FROM LOCAL ASIAN-, BLACK-, INDIGENOUS-, AND LATINE-OWNED BUSINESSES; POST-SHOW CONVERSATIONS; AND DISCOUNTED TICKETS. WE PARTNERED WITH COMMUNITY LEADERS AND ORGANIZATIONS TO ENGAGE IN PRE- AND POST-SHOW DIALOGUES THAT CONNECTED THE THEMES EXPLORED IN OUR ONSTAGE PRODUCTIONS TO REAL-LIFE ISSUES AFFECTING OUR LOCAL COMMUNITY. WE CONTINUED RELATIONSHIPS WITH ONGOING PARTNERS TO OFFER STORYTELLING WORKSHOPS AND TO MAKE OUR SPACES AVAILABLE AS REHEARSAL AND PERFORMANCE VENUES.
Expenses $459,312 · Grants $64,045
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Johanna PfaelzerJOHANNA PFAELZER
ARTISTIC DIRECTOR
- Total calculated
- $453,379
- From this org
- $423,782
- From related orgs
- $0
- Other
- $29,597
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $423,782
- Bonus
- $0
- Other
- $0
- Deferred
- $10,200
- Nontaxable benefits
- $19,397
- Filer's total
- $453,379
-
Tom ParrishTOM PARRISH
MANAGING DIRECTOR
- Total calculated
- $361,330
- From this org
- $350,234
- From related orgs
- $0
- Other
- $11,096
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $350,234
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,096
- Filer's total
- $361,330
-
Sara DanielsenSARA DANIELSEN
GENERAL MANAGER
- Total calculated
- $165,659
- From this org
- $156,413
- From related orgs
- $0
- Other
- $9,246
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,413
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,246
- Filer's total
- $165,659
-
Audrey HooAUDREY HOO
PRODUCTION MANAGER
- Total calculated
- $153,907
- From this org
- $139,703
- From related orgs
- $0
- Other
- $14,204
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,703
- Bonus
- $0
- Other
- $0
- Deferred
- $4,017
- Nontaxable benefits
- $10,187
- Filer's total
- $153,907
-
Modesta TamayoMODESTA TAMAYO
DIR OF HUMAN RESOURCES & DIVERISTY
- Total calculated
- $153,890
- From this org
- $138,453
- From related orgs
- $0
- Other
- $15,437
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,453
- Bonus
- $0
- Other
- $0
- Deferred
- $5,250
- Nontaxable benefits
- $10,187
- Filer's total
- $153,890
-
Jared HammondJARED HAMMOND
FINANCE DIRECTOR
- Total calculated
- $163,426
- From this org
- $136,291
- From related orgs
- $0
- Other
- $27,135
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,291
- Bonus
- $0
- Other
- $0
- Deferred
- $4,017
- Nontaxable benefits
- $23,118
- Filer's total
- $163,426
-
Voleine AmilcarVOLEINE AMILCAR
MARKETING DIRECTOR
- Total calculated
- $134,676
- From this org
- $134,676
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Bill EspeyBILL ESPEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Juan OldhamJUAN OLDHAM
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sudha PennathurSUDHA PENNATHUR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bruce GoldenBRUCE GOLDEN
VICE PRESIDENT (THRU 8/24)
- Total calculated
- $0
- Hours/week
- 1
-
Leonard RosenbergLEONARD ROSENBERG
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Steven WolanSTEVEN WOLAN
AUDIT COMMITTEE CHAIR / SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Alfredo SilvaALFREDO SILVA
AUDIT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jill FugaroJILL FUGARO
GOVERNANCE COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Henning MathewHENNING MATHEW
INVESTMENT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Anna BellomoANNA BELLOMO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc BlakemanMARC BLAKEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan ChamberlinSUSAN CHAMBERLIN
TRUSTEE (THRU 8/24)
- Total calculated
- $0
- Hours/week
- 1
-
Anne Nemer DhandaANNE NEMER DHANDA
TRUSTEE (THRU 8/24)
- Total calculated
- $0
- Hours/week
- 1
-
Christopher DoaneCHRISTOPHER DOANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sandra EggersSANDRA EGGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chuck FanningCHUCK FANNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven GoldinSTEVEN GOLDIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott HaberSCOTT HABER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Johnathan C LoganJOHNATHAN C LOGAN
TRUSTEE (THRU 8/24)
- Total calculated
- $0
- Hours/week
- 1
-
Melanie MaierMELANIE MAIER
TRUSTEE (THRU 8/24)
- Total calculated
- $0
- Hours/week
- 1
-
Sandra McCandlessSANDRA MCCANDLESS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Todd RubinTODD RUBIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Emily ShanksEMILY SHANKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Allan SmithALLAN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sherry SmithSHERRY SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara TomberBARBARA TOMBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gail WagnerGAIL WAGNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian WattBRIAN WATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART II, LINE 1:
- BASE COMPENSATION FOR JOHANNA PFAELZER INCLUDES COMPENSATION FOR REDUCTIONS IN COMPENSATION DURING PREVIOUS TAX YEARS DUE TO THE PANDEMIC.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540349349300334
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.