Form 990 for tax year 2023
Filed by WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS.
Totals
- Total revenue
- $8,843,507
- Total expenses
- $10,317,162
- Contributions and grants received
- $6,286,715
- Grants paid
- $0
- Program service revenue
- $2,027,569
- Investment income
- $763,526
- Other revenue
- -$234,303
- Total assets, end of year
- $86,135,396
- Total liabilities, end of year
- $22,067,541
- Net assets or fund balances, end of year
- $64,067,855
- Program services expenses (Part IX)
- $8,003,462
- Management and general expenses
- $1,309,871
- Fundraising expenses
- $1,003,829
- Program service expenses (Part III)
- $8,003,462
Program services were 77.6% 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.
-
1e · Government grants (contributions)
$1,044,802
-
1f · All other contributions, gifts and grants
$5,241,913
-
1g · Noncash contributions included above
$60,844
-
2a · Program service revenue: TICKET SALES
total $1,837,964 · related or exempt $1,837,964
-
2b · Program service revenue: EDUCATION PROGRAM
total $189,605 · related or exempt $189,605
-
3 · Investment income
total $584,081 · excluded $584,081
-
6a · Gross rents
real property $1,291,841
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,291,841
-
6d · Net rental income or loss
total $1,291,841 · excluded $1,291,841
-
7a · Gross sales of assets other than inventory
securities $179,445
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $179,445
-
7d · Net gain or loss
total $179,445 · excluded $179,445
-
11a · Other revenue: REAL ESTATE TAXES EXPENSES
total $467,369 · related or exempt $467,369
-
11b · Other revenue: LOSS ON INVEST IN SUBS
total -$2,297,367 · excluded -$2,297,367
-
11d · All other revenue
total $303,854 · related or exempt $303,854
-
11e · Other revenue, total
-$1,526,144
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $562,590 · program services $417,158 · management and general $69,969 · fundraising $75,463
-
7 · Other salaries and wages
total $3,799,252 · program services $2,817,124 · management and general $472,511 · fundraising $509,617
-
9 · Other employee benefits
total $488,263 · program services $362,044 · management and general $60,725 · fundraising $65,494
-
10 · Payroll taxes
total $361,796 · program services $268,270 · management and general $44,996 · fundraising $48,530
-
11b · Fees: legal
total $39,331 · program services $35,026 · management and general $3,162 · fundraising $1,143
-
11c · Fees: accounting
total $42,000 · program services $37,402 · management and general $3,377 · fundraising $1,221
-
11g · Fees: other
total $1,512,758 · program services $1,347,163 · management and general $121,624 · fundraising $43,971
-
13 · Office expenses
total $787,101 · program services $625,948 · management and general $42,586 · fundraising $118,567
-
14 · Information technology
total $229,887 · program services $118,038 · management and general $97,707 · fundraising $14,142
-
15 · Royalties
total $2,596 · program services $2,596
-
16 · Occupancy
total $636,668 · program services $580,704 · management and general $29,051 · fundraising $26,913
-
17 · Travel
total $237,775 · program services $168,249 · management and general $52,961 · fundraising $16,565
-
20 · Interest
total $122,578 · program services $12,258 · management and general $98,062 · fundraising $12,258
-
22 · Depreciation, depletion and amortization
total $64,168 · program services $57,751 · management and general $3,208 · fundraising $3,209
-
23 · Insurance
total $254,022 · program services $98,183 · management and general $132,026 · fundraising $23,813
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $522,541 · program services $469,213 · management and general $26,514 · fundraising $26,814
-
24b · Other expenses: MINOR EQUIPMENT
total $482,939 · program services $472,797 · management and general $6,158 · fundraising $3,984
-
24c · Other expenses: SUPPLIES
total $96,822 · program services $65,228 · management and general $24,765 · fundraising $6,829
-
24d · Other expenses: RECRUITMENT
total $31,410 · program services $21,161 · management and general $8,034 · fundraising $2,215
-
24e · All other expenses
total $42,665 · program services $27,149 · management and general $12,435 · fundraising $3,081
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $617,717 · end of year $740,758
-
2 · Savings and temporary cash investments
beginning of year $6,121,971 · end of year $6,591,975
-
3 · Pledges and grants receivable
beginning of year $2,935,628 · end of year $3,565,935
-
4 · Accounts receivable
beginning of year $395,258 · end of year $931,435
-
9 · Prepaid expenses and deferred charges
beginning of year $88,838 · end of year $75,339
-
10a · Land, buildings and equipment: cost or other basis
$2,499,139
-
10b · Land, buildings and equipment: accumulated depreciation
$2,275,397
-
10c · Land, buildings and equipment, net
beginning of year $208,159 · end of year $223,742
-
13 · Investments: program-related
beginning of year $63,605,657 · end of year $61,308,290
-
15 · Other assets
beginning of year $12,292,273 · end of year $12,697,922
-
17 · Accounts payable and accrued expenses
beginning of year $2,787,498 · end of year $2,619,695
-
19 · Deferred revenue
beginning of year $291,585 · end of year $964,562
-
23 · Secured mortgages and notes payable
beginning of year $1,792,229 · end of year $2,630,605
-
25 · Other liabilities
beginning of year $15,852,679 · end of year $15,852,679
-
27 · Net assets without donor restrictions
beginning of year $52,439,886 · end of year $49,479,225
-
28 · Net assets with donor restrictions
beginning of year $13,101,624 · end of year $14,588,630
Mission and programs · 2023
Mission
SEE SCHEDULE O
-
SEE SCHEDULE O
Expenses $8,003,462 · Revenue $2,798,792
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Arnold RosensteinARNOLD ROSENSTEIN
EXECUTIVE VICE CHAIR & ASSIS TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Daphna NazarianDAPHNA NAZARIAN
CHAIR, BOARD MEMBER (FROM 4/18/24)
- Total calculated
- $0
- Hours/week
- 3
-
David C BohnettDAVID C BOHNETT
CHAIR, EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan VictorJONATHAN VICTOR
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Michael NemeroffMICHAEL NEMEROFF
CHAIR, BOARD MEMBER (TERM 4/18/24)
- Total calculated
- $0
- Hours/week
- 1
-
Ronald RosenRONALD ROSEN
VICE-CHAIR, OPERATIONS, SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Susan StraussSUSAN STRAUSS
VICE-CHAIR, PLANNING & ASSIS SECRET.
- Total calculated
- $0
- Hours/week
- 1
-
Vicki ReynoldsVICKI REYNOLDS
VICE-CHAIR, DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Agnes LewAGNES LEW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ahsan AijazAHSAN AIJAZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Arline PeppARLINE PEPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Arnon AdarARNON ADAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bruce GoldsmithBRUCE GOLDSMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Carol GoldsmithCAROL GOLDSMITH
BOARD MEMBER (TERM 1/25/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
Chad HummelCHAD HUMMEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Cinny KennardCINNY KENNARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Debbie AllenDEBBIE ALLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald P KivowitzDONALD P KIVOWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Grant WithersGRANT WITHERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Annenberg WeingartenGREGORY ANNENBERG WEINGARTEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Gretchen PaceGRETCHEN PACE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Halle HammondHALLE HAMMOND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John BendheimJOHN BENDHEIM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura GordonLAURA GORDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Linda MayLINDA MAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark LouchheimMARK LOUCHHEIM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Meralee GoldmanMERALEE GOLDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Pamela BeckPAMELA BECK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard S ZimanRICHARD S ZIMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron SimmsRON SIMMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sandra Barros LowySANDRA BARROS LOWY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephanie VahnSTEPHANIE VAHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susanna CourierSUSANNA COURIER
BOARD MEMBER (FROM 4/18/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas J BlumenthalTHOMAS J BLUMENTHAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Wallis AnnenbergWALLIS ANNENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert Van LeerROBERT VAN LEER
EXECUTIVE DIRECTOR & CEO
- Total calculated
- $302,981
- From this org
- $290,783
- From related orgs
- $0
- Other
- $12,198
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,470
- Bonus
- $60,313
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,198
- Filer's total
- $302,981
-
Edward RadaEDWARD RADA
INTERIM CFO (TERM 9/30/2023)
- Total calculated
- $76,154
- From this org
- $76,154
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lynne BolenLYNNE BOLEN
CHIEF FINANCIAL OFFICER(FROM 1/3/24)
- Total calculated
- $0
- Hours/week
- 40
-
Coy MiddlebrookCOY MIDDLEBROOK
ACTING ARTISTIC DIRECTOR
- Total calculated
- $178,834
- From this org
- $165,573
- From related orgs
- $0
- Other
- $13,261
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,573
- Bonus
- $25,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,261
- Filer's total
- $178,834
-
Christine WeilCHRISTINE WEIL
DIRECTOR OF DEVELOPMENT
- Total calculated
- $148,654
- From this org
- $125,948
- From related orgs
- $0
- Other
- $22,706
- Hours/week
- 40
-
Michelle WieselMICHELLE WIESEL
GENERAL MANAGER
- Total calculated
- $128,748
- From this org
- $112,840
- From related orgs
- $0
- Other
- $15,908
- Hours/week
- 40
-
Erin MahanERIN MAHAN
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $121,911
- From this org
- $108,999
- From related orgs
- $0
- Other
- $12,912
- Hours/week
- 40
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE BOARD REVIEWS AND APPROVES NEW COMPENSATION OFFERINGS (INCLUDING SALARY AND BENEFITS) AND ANY CHANGES TO COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR. IN SO DOING, THE BOARD HAS DONE THE FOLLOWING TO ENSURE THE COMPENSATION IS REASONABLE: (1) REVIEW HAS BEEN COMPLETED BY AN INDEPENDENT GROUP, WHICH INCLUDES BOARD MEMBERS (WHO RECEIVE NO COMPENSATION FROM THE ORGANIZATION); (2) THE REVIEW USES RELEVANT COMPARABILITY DATA; AND (3) COMPENSATION DECISIONS ARE DOCUMENTED IN OFFICIAL BOARD MEETING MINUTES.
- PART I, LINE 7
- THE ACTING ARTISTIC DIRECTOR RECEIVED A DISCRETIONARY BONUS THAT WAS INCLUDED IN HIS 2023 W-2 AND IS REPORTED IN PART II COL B (II).
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BH PERFORMING ARTS LANDLORD LLC
RENTAL INCOME · LEASEHOLD INTEREST IN HISTORICAL POST OFFICE · CA · 100% owned · share of income $7,180 · share of assets $68,804,430 · general or managing partner
Directly controlled by BH PERFORMING ARTS MANAGER LLC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501129349300400
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.