Totals
- Total revenue
- $15,353,860
- Total expenses
- $23,465,209
- Contributions and grants received
- $4,802,409
- Grants paid
- $40,325
- Program service revenue
- $10,410,344
- Investment income
- $37,522
- Other revenue
- $103,585
- Total assets, end of year
- $76,486,505
- Total liabilities, end of year
- $54,203,623
- Net assets or fund balances, end of year
- $22,282,882
- Program services expenses (Part IX)
- $18,974,170
- Management and general expenses
- $3,333,541
- Fundraising expenses
- $1,157,498
- Program service expenses (Part III)
- $18,974,170
Program services were 80.9% 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
$24,750
-
1e · Government grants (contributions)
$112,376
-
1f · All other contributions, gifts and grants
$4,665,283
-
1g · Noncash contributions included above
$129,769
-
2a · Program service revenue: ADMISSIONS/SPECIAL PERFORMANCES
total $7,732,476 · related or exempt $7,732,476
-
2b · Program service revenue: CO-PRODUCTION REVENUE
total $1,659,861 · related or exempt $1,659,861
-
2c · Program service revenue: SERVICE CHARGES
total $432,854 · related or exempt $432,854
-
2d · Program service revenue: TUITION/EDUCATION
total $319,531 · related or exempt $319,531
-
2e · Program service revenue: CONCESSIONS
total $265,622 · related or exempt $265,622
-
3 · Investment income
total $157,817 · excluded $157,817
-
5 · Royalties
total $154,144 · excluded $154,144
-
6a · Gross rents
real property $75,504
-
6b · Less rental expenses
real property $262,160
-
6c · Rental income or loss
real property -$186,656
-
6d · Net rental income or loss
total -$186,656 · unrelated business -$131,190 · excluded -$55,466
-
7a · Gross sales of assets other than inventory
securities $910,559
-
7b · Less cost or other basis and sales expenses
securities $1,030,854
-
7c · Gain or loss
securities -$120,295
-
7d · Net gain or loss
total -$120,295 · excluded -$120,295
-
8a · Fundraising events: gross income
$100,690
-
8a · Fundraising events: contributions included on line 1c
$24,750
-
8b · Fundraising events: direct expenses
$79,445
-
8c · Net income from fundraising events
total $21,245 · excluded $21,245
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $114,852 · excluded $114,852
-
11e · Other revenue, total
$114,852
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $40,325 · program services $40,325
-
5 · Compensation of officers, directors and key employees
total $1,088,670 · program services $589,611 · management and general $317,589 · fundraising $181,470
-
7 · Other salaries and wages
total $8,368,870 · program services $6,956,204 · management and general $969,446 · fundraising $443,220
-
8 · Pension plan contributions
total $207,808 · program services $162,098 · management and general $33,527 · fundraising $12,183
-
9 · Other employee benefits
total $1,000,948 · program services $828,686 · management and general $101,583 · fundraising $70,679
-
10 · Payroll taxes
total $818,163 · program services $668,981 · management and general $98,146 · fundraising $51,036
-
11a · Fees: management
total $432,681 · program services $283,487 · fundraising $149,194
-
11b · Fees: legal
total $19,218 · program services $13,683 · management and general $5,535
-
11c · Fees: accounting
total $123,873 · management and general $123,873
-
11f · Fees: investment management
total $32,713 · management and general $32,713
-
11g · Fees: other
total $1,614,473 · program services $1,588,582 · fundraising $25,891
-
12 · Advertising and promotion
total $916,644 · management and general $916,644
-
13 · Office expenses
total $481,508 · program services $399,277 · management and general $42,022 · fundraising $40,209
-
14 · Information technology
total $608,973 · program services $159,211 · management and general $395,224 · fundraising $54,538
-
15 · Royalties
total $520,514 · program services $520,514
-
16 · Occupancy
total $624,742 · program services $604,616 · management and general $10,063 · fundraising $10,063
-
17 · Travel
total $554,352 · program services $543,618 · management and general $8,081 · fundraising $2,653
-
20 · Interest
total $1,628,377 · program services $1,576,675 · management and general $25,851 · fundraising $25,851
-
22 · Depreciation, depletion and amortization
total $1,939,506 · program services $1,877,926 · management and general $30,790 · fundraising $30,790
-
23 · Insurance
total $573,549 · program services $558,318 · management and general $8,509 · fundraising $6,722
-
24a · Other expenses: PRODUCTION MATERIALS
total $823,580 · program services $823,580
-
24b · Other expenses: CREDIT CARD FEES
total $467,273 · program services $331,433 · management and general $118,020 · fundraising $17,820
-
24c · Other expenses: BAD DEBT & ASSET DISPOS
total $224,207 · program services $214,279 · management and general $6,738 · fundraising $3,190
-
24d · Other expenses: CONCESSIONS
total $147,716 · program services $147,716
-
24e · All other expenses
total $206,526 · program services $85,350 · management and general $89,187 · fundraising $31,989
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,807,361 · end of year $1,614,987
-
2 · Savings and temporary cash investments
beginning of year $56,675 · end of year $133,042
-
3 · Pledges and grants receivable
beginning of year $9,176,410 · end of year $6,256,598
-
4 · Accounts receivable
beginning of year $208,293 · end of year $2,882,166
-
9 · Prepaid expenses and deferred charges
beginning of year $1,383,835 · end of year $476,828
-
10a · Land, buildings and equipment: cost or other basis
$80,778,110
-
10b · Land, buildings and equipment: accumulated depreciation
$20,125,417
-
10c · Land, buildings and equipment, net
beginning of year $60,669,020 · end of year $60,652,693
-
11 · Investments: publicly traded securities
beginning of year $4,867,558 · end of year $3,511,149
-
12 · Investments: other securities
end of year $800,595
-
15 · Other assets
beginning of year $193,163 · end of year $158,447
-
17 · Accounts payable and accrued expenses
beginning of year $4,747,284 · end of year $975,770
-
19 · Deferred revenue
beginning of year $4,720,865 · end of year $6,355,359
-
20 · Tax-exempt bond liabilities
beginning of year $32,395,579 · end of year $31,620,030
-
23 · Secured mortgages and notes payable
beginning of year $9,260,946 · end of year $11,993,922
-
24 · Unsecured notes and loans payable
end of year $3,125,000
-
25 · Other liabilities
beginning of year $156,353 · end of year $133,542
-
27 · Net assets without donor restrictions
beginning of year $14,644,140 · end of year $11,440,227
-
28 · Net assets with donor restrictions
beginning of year $15,437,148 · end of year $10,842,655
Mission and programs · 2022
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.
-
IN ADDITION TO TWO CARRYOVER PRODUCTIONS FROM THE 2021/22 SEASON, THE WORLD PREMIERE MUSICAL "GODDESS" CONCEIVED BY SAHEEM ALI, MUSIC AND LYRICS BY MICHAEL THURBER, BOOK BY JOCELYN BIOH, AND ADDITIONAL MATERIAL BY MKHULULI Z. MABIJA AND THE WORLD PREMIERE PLAY "THE RIPPLE, THE WAVE THAT CARRIED ME HOME" BY CHRISTINA ANDERSON BERKELEY REP'S 2022/23 SEASON FEATURED SIX PLAYS, INCLUDING WORK FROM TONY - AND PULITZER PRIZE-WINNING ARTISTS AND TWO PRODUCTIONS DEVELOPED IN THE GROUND FLOOR: BERKELEY REP'S CENTER FOR THE CREATION AND DEVELOPMENT OF NEW WORK. THE SEASON OPENED WITH U.K. THEATRE COMPANY WISE CHILDREN'S "WUTHERING HEIGHTS" ADAPTED AND DIRECTED BY EMMA RICE AND WAS FOLLOWED BY PRODUCTIONS OF LYNN NOTTAGE'S COMEDY "CLYDE'S; LAUREN YEE'S "CAMBODIAN ROCK BAND; (CONTINUED ON SCHEDULE O)SANAZ TOOSSI'S PULITZER PRIZE-WINNING PLAY "ENGLISH; JACK THORNE'S ADAPTATION OF "LET THE RIGHT ONE IN; AND FINALLY "OUT OF CHARACTER", A WORLD PREMIERE SOLO SHOW FROM BERKELEY-BORN, TONY AWARD-WINNING ACTOR ARI'EL STACHEL. ALONGSIDE THE MAINSTAGE SEASON, BERKELEY REP PRESENTED COMEDIAN JERROD CARMICHAEL'S NEW SHOW "ARI TOLD ME I LACK FOCUS AND CLARK YOUNG AND DEREK GOLDMAN'S "REMEMBER THIS: THE LESSON OF JAN KARSKI", FEATURING A TOUR-DE-FORCE SOLO PERFORMANCE BY EMMY AWARD WINNER AND ACADEMY AWARD NOMINEE DAVID STRATHAIRN. IN THE 2022/23 SEASON, BERKELEY REP ISSUED OVER 104,000 TICKETS WITH A STEADY SUBSCRIBER BASE OF APPROXIMATELY 8,000. AUDIENCE NUMBERS CONTINUED TO REBOUND FOLLOWING THE PANDEMIC SHUTDOWN WITH A 16% INCREASE OVER THE 2021/22 SEASON IN THE AVERAGE NUMBER OF TICKETS SOLD PER SEASON SUBSCRIPTION PRODUCTION, AND ATTENDANCE FOR MANY SHOWS WAS LARGELY AT PRE-PANDEMIC LEVELS. THE WORK WAS FURTHER AFFIRMED BY ENTHUSIASTIC COMMUNITY RESPONSE TO THE STORIES FEATURED ON STAGE THROUGHOUT THE SEASON.
Expenses $17,243,227 · Revenue $9,926,800
-
IN 2022/23, THE SCHOOL OF THEATRE PROVIDED COMPREHENSIVE ARTS LEARNING OPPORTUNITIES FOR OVER 9,500 BAY AREA CHILDREN, TEENS, AND ADULTS. THE SCHOOL OF THEATRE INTRODUCED AMBITIOUS NEW PROGRAMS IN 2022/23, INCLUDING THE INAUGURAL BAY AREA HIGH SCHOOL THEATRE FESTIVAL IN WHICH 75 STUDENTS DEVISED AND PERFORMED ORIGINAL PLAYS; THE OFFICIAL LAUNCH OF DIG IN, A NEW DIGITAL THEATRE ACCESS INITIATIVE FOR CALIFORNIA SCHOOLS THAT ENGAGED MORE THAN 5,000 STUDENTS IN OVER 50 CLASSROOMS WITH FREE ACCESS TO PERFORMANCE RECORDINGS, CURATED RESOURCE GUIDES, AND DIGITAL LESSONS FOCUSED ON HUMANITIES, ARTS, OR STEAM CURRICULUM; AND A PILOT OF A NEW TRANSFORMATIONAL ARTS PROGRAM IN SAN FRANCISCO JAILS SERVING INDIVIDUALS IN THE CARCERAL SYSTEM WITH WORKSHOPS IN STORYTELLING AND PUBLIC PRESENTATION (CONTINUED ON SCHEDULE O)ANCHORED BY A THEMATICALLY RELEVANT BERKELEY REP MAINSTAGE PRODUCTION, OFFERED IN PARTNERSHIP WITH PERFORMERS FROM THE FORMERLY INCARCERATED PEOPLES PERFORMANCE PROJECT.THE SCHOOL OF THEATRE SUCCESSFULLY BROUGHT SCHOOL GROUPS BACK INTO BERKELEY REP'S VENUES FOR STUDENT MATINEES, WITH 1,834 BAY AREA MIDDLE AND HIGH SCHOOL STUDENTS ATTENDING 10 PERFORMANCES. IN-SCHOOL RESIDENCIES SERVED OVER 1,200 LOCAL STUDENTS WITH CURRICULA SUCH AS STORY BUILDERS, CHANGE MAKERS, ACTING, PERFORMANCE LAB, IMPROVISATION, AND PLAYWRITING. BERKELEY REP OFFERED 120 ONSITE CLASSES, FOLLOWED BY POPULAR SUMMER INTENSIVES FOR MIDDLE AND HIGH SCHOOL STUDENTS, WITH CLASS ATTENDANCE NEAR PRE-PANDEMIC LEVELS WITH CLOSE TO 1,100 PARTICIPANTS.PARTICIPATION IN BERKELEY REP'S TEEN COUNCIL OFFERED VARIED OPPORTUNITIES FOR ARTS LEARNING AND ENGAGEMENT CURATED BY TEENS FOR TEENS, LED BY 14 MEMBERS OF THE TEEN LEADERSHIP COUNCIL. ALONGSIDE OPPORTUNITIES FOR TEENS TO ENGAGE IN DIGITAL MEDIA, TEENS PARTICIPATED IN FREE THEATRE WORKSHOPS THROUGHOUT THE SEASON AND CLOSE TO 200 TEENS PARTICIPATED IN FIVE TEEN NIGHTS FEATURING CONVERSATIONS WITH ACTORS AND DIRECTORS FROM THE MAINSTAGE SEASON.BERKELEY REP WELCOMED 13 YOUNG PROFESSIONALS (SELECTED FROM 419 APPLICANTS) TO THE 2022/23 FELLOWSHIP CLASS. IN ADDITION TO LEARNING WITHIN THEIR ASSIGNED DEPARTMENT, BERKELEY REP FELLOWS MET BI-WEEKLY WITH A DIFFERENT MEMBER OF THE ORGANIZATION'S LEADERSHIP TEAM TO GAIN INSIGHT INTO ALL ASPECTS OF LIFE IN A PROFESSIONAL THEATRE COMPANY, AND THEY PARTICIPATED AS A GROUP IN ADDITIONAL CAREER DEVELOPMENT OPPORTUNITIES.
Expenses $809,818 · Grants $5,525 · Revenue $319,531
-
NOW IN ITS 11TH YEAR, THE GROUND FLOOR HAS GROWN INTO A NATIONALLY RECOGNIZED PROGRAM, 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. THE 2023 GROUND FLOOR SUMMER RESIDENCY LAB WELCOMED 95 LOCAL AND NATIONAL ARTISTS REPRESENTING 20 PROJECTS FOR AN INTENSIVE THREE-WEEK RESIDENCY TO EXCHANGE IDEAS, INCUBATE NEW THEATRICAL WORK, AND BUILD ARTISTIC COMMUNITY AROUND PROJECTS VASTLY DIVERSE IN SCOPE AND SIZE, INCLUDING A MIX OF PLAYS, MUSICALS, DEVISED PIECES, AND SOLO PERFORMANCE. THE GROUND FLOOR HOSTED TWO WORKSHOPS FOR THE WORLD PREMIERE OF ARI'EL STACHEL'S SOLO SHOW "OUT OF CHARACTER", AS WELL AS A FOUR-WEEK WORKSHOP IN NEW YORK FOR THE UPCOMING MUSICAL (CONTINUED ON SCHEDULE O)"GALILEO", WHICH WILL HAVE ITS WORLD PREMIERE IN BERKELEY REP'S 2023/24 SEASON, AND CONTINUED TO SUPPORT THE DEVELOPMENT WORK OF COMMISSIONED ARTISTS.THROUGH BERKELEY REP'S NEW COMMUNITY INITIATIVE IN DIALOGUE, THE ORGANIZATION PARTNERED WITH 14 COMMUNITY ORGANIZATIONS ON LONG-TERM AND PRODUCTION-SPECIFIC PROJECTS. PARTNERS INCLUDED THE SOGOREA TE' LAND TRUST, EAST BAY SANCTUARY COVENANT, YOUTH RADIO MEDIA, THE FORMERLY INCARCERATED PEOPLE'S PERFORMANCE PROJECT, AMONG OTHERS. THROUGHOUT THE SEASON, BERKELEY REP TEAMED UP WITH ARTISTS AND COMMUNITY PARTNERS TO HOST FIVE COMMUNITY DIALOGUES, PRE- OR POST-SHOW DIALOGUES THAT PUT AUDIENCES IN CONVERSATION WITH SPECIALISTS AND LEADERS ON TOPICS RELATED TO THE PRODUCTION. IN DIALOGUE PILOTED A SERIES OF COMMUNITY SALONS, FREE PRE-SHOW EVENTS OPEN TO THE PUBLIC AND FEATURING ARTISTIC SHARINGS FROM LOCAL ARTS AND COMMUNITY PARTNERS THAT EXPAND ON THE THEMES OF THE PRODUCTION AND GIVE VOICE TO COMMUNITY MEMBERS WITH LIVED EXPERIENCES RELATED TO THE SHOW.
Expenses $921,125 · Grants $34,800 · Revenue $164,013
As filed on the 2022 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
- $357,353
- From this org
- $338,372
- From related orgs
- $0
- Other
- $18,981
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $338,372
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,981
- Filer's total
- $357,353
-
Susan MedakSUSAN MEDAK
FORMER MANAGING DIR (THRU 8/22)
- Total calculated
- $354,737
- From this org
- $344,973
- From related orgs
- $0
- Other
- $9,764
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $344,973
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,764
- Filer's total
- $354,737
-
Stephen TateSTEPHEN TATE
MARKETING DIRECTOR (THRU 7/22)
- Total calculated
- $214,660
- From this org
- $197,574
- From related orgs
- $0
- Other
- $17,086
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $104,874
- Bonus
- $0
- Other
- $92,700
- Deferred
- $0
- Nontaxable benefits
- $17,086
- Filer's total
- $214,660
-
Audrey HooAUDREY HOO
PRODUCTION MANAGER
- Total calculated
- $143,404
- From this org
- $133,640
- From related orgs
- $0
- Other
- $9,764
- Hours/week
- 40
-
Jared HammondJARED HAMMOND
FINANCE DIRECTOR
- Total calculated
- $142,204
- From this org
- $130,775
- From related orgs
- $0
- Other
- $11,429
- Hours/week
- 40
-
Sara DanielsenSARA DANIELSEN
GENERAL MANAGER
- Total calculated
- $139,734
- From this org
- $139,734
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Tom ParrishTOM PARRISH
MANAGING DIRECTOR
- Total calculated
- $138,621
- From this org
- $132,256
- From related orgs
- $0
- Other
- $6,365
- Hours/week
- 40
-
Lynn Eve KomaromiLYNN EVE KOMAROMI
DEVELOPMENT DIRECTOR (THRU 9/22)
- Total calculated
- $131,492
- From this org
- $114,443
- From related orgs
- $0
- Other
- $17,049
- Hours/week
- 40
-
Bill EspeyBILL ESPEY
PRESIDENT (TREASURER THRU 8/23)
- Total calculated
- $0
- Hours/week
- 1
-
Emily ShanksEMILY SHANKS
TREASURER (PRESIDENT THRU 8/23)
- Total calculated
- $0
- Hours/week
- 1
-
Juan OldhamJUAN OLDHAM
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bruce GoldenBRUCE GOLDEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sudha PennathurSUDHA PENNATHUR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Chuck FanningCHUCK FANNING
VICE PRESIDENT (THRU 8/23)
- Total calculated
- $0
- Hours/week
- 1
-
Scott HaberSCOTT HABER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jill FugaroJILL FUGARO
CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anne Nemer DhandaANNE NEMER DHANDA
CHAIR, GOVERNANCE COMM (THRU 8/23)
- Total calculated
- $0
- Hours/week
- 1
-
Steve C WolanSTEVE C WOLAN
CHAIR, AUDIT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edward D BakerEDWARD D BAKER
TRUSTEE (THRU 8/23)
- Total calculated
- $0
- Hours/week
- 1
-
Susan ChamberlinSUSAN CHAMBERLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David CoxDAVID COX
TRUSTEE (THRU 8/23)
- 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
-
Kerry FrancisKERRY FRANCIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven GoldinSTEVEN GOLDIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan C LoganJONATHAN C LOGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Melanie MaierMELANIE MAIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Henning MatthewHENNING MATTHEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sandra McCandlessSANDRA MCCANDLESS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leonard X RosenbergLEONARD X ROSENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alfredo SilvaALFREDO SILVA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Allan SmithALLAN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sherry A SmithSHERRY A SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gail WagnerGAIL WAGNER
TRUSTEE (THRU 8/23)
- 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
- 4a · Severance or change-of-control payment
Answered no
- 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 I, LINE 4A
- STEPHEN TATE; $92,700
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
- 2022
- Filed
- 4 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420679349301957
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