Form 990 for tax year 2022
Filed by EAST BAY PERFORMING ARTS.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 3 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $3,080,156 changed to $3,348,089
- Total expenses
- $3,680,188 changed to $3,719,788
- Contributions and grants received
- $2,144,440 changed to $2,368,768
- Grants paid
- $9,600 changed to $19,200
- Program service revenue
- $727,672 changed to $736,926
- Investment income
- $208,044 changed to $242,395
- Total assets, end of year
- $4,105,673 changed to $3,676,107
- Total liabilities, end of year
- $495,928 changed to $427,595
- Net assets or fund balances, end of year
- $3,609,745 changed to $3,248,512
- Program services expenses
- $2,564,263 changed to $2,609,832
- Management and general expenses
- $751,179 changed to $746,839
- Fundraising expenses
- $364,746 changed to $363,117
- Program service expenses (Part III)
- $2,564,263 changed to $2,609,832
Totals
- Total revenue
- $3,080,156
- Total expenses
- $3,680,188
- Contributions and grants received
- $2,144,440
- Grants paid
- $9,600
- Program service revenue
- $727,672
- Investment income
- $208,044
- Other revenue
- $0
- Total assets, end of year
- $4,105,673
- Total liabilities, end of year
- $495,928
- Net assets or fund balances, end of year
- $3,609,745
- Program services expenses (Part IX)
- $2,564,263
- Management and general expenses
- $751,179
- Fundraising expenses
- $364,746
- Program service expenses (Part III)
- $2,564,263
Program services were 69.7% 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)
$532,065
-
1f · All other contributions, gifts and grants
$1,612,375
-
2a · Program service revenue: Program Income
total $264,452 · related or exempt $264,452
-
2b · Program service revenue: Ticket sales
total $463,220 · related or exempt $463,220
-
3 · Investment income
total $208,044 · excluded $208,044
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $9,600 · program services $9,600
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $276,778 · program services $110,711 · management and general $110,711 · fundraising $55,356
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,306,404 · program services $1,107,042 · management and general $45,781 · fundraising $153,581
-
8 · Pension plan contributions
total $55,025 · program services $55,025
-
9 · Other employee benefits
total $34,784 · program services $33,751 · management and general $1,033
-
10 · Payroll taxes
total $119,158 · program services $92,266 · management and general $11,159 · fundraising $15,733
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $138,460 · management and general $138,460
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $454,024 · program services $276,448 · management and general $111,470 · fundraising $66,106
-
12 · Advertising and promotion
total $58,805 · program services $58,805
-
13 · Office expenses
total $18,454 · program services $10,352 · management and general $5,706 · fundraising $2,396
-
14 · Information technology
total $95,905 · program services $1,669 · management and general $88,630 · fundraising $5,606
-
15 · Royalties
total $0
-
16 · Occupancy
total $115,410 · management and general $115,410
-
17 · Travel
total $80,537 · program services $49,739 · management and general $26,892 · fundraising $3,906
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,880 · program services $1,562 · management and general $2,318
-
23 · Insurance
total $78,439 · program services $2,455 · management and general $66,712 · fundraising $9,272
-
24a · Other expenses: Program Costs
total $674,379 · program services $648,204 · fundraising $26,175
-
24b · Other expenses: Printing and Publications
total $69,952 · program services $51,458 · management and general $437 · fundraising $18,057
-
24c · Other expenses: Design and photography
total $29,691 · program services $24,826 · fundraising $4,865
-
24d · Other expenses: Hospitality
total $15,572 · program services $14,020 · management and general $1,552
-
24e · All other expenses
total $44,931 · program services $16,330 · management and general $24,908 · fundraising $3,693
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $142,844 · end of year -$1,362
-
2 · Savings and temporary cash investments
beginning of year $672,781 · end of year $175,581
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,153,847 · end of year $825,474
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $68,272 · end of year $139,649
-
10a · Land, buildings and equipment: cost or other basis
$217,580
-
10b · Land, buildings and equipment: accumulated depreciation
$207,837
-
10c · Land, buildings and equipment, net
beginning of year $10,992 · end of year $9,743
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $2,449,096 · end of year $2,948,842
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $7,746 · end of year $7,746
-
17 · Accounts payable and accrued expenses
beginning of year $28,320 · end of year $128,410
-
19 · Deferred revenue
beginning of year $139,139 · end of year $257,558
-
25 · Other liabilities
beginning of year $128,342 · end of year $109,960
-
27 · Net assets without donor restrictions
beginning of year $453,437 · end of year $296,356
-
28 · Net assets with donor restrictions
beginning of year $3,756,340 · end of year $3,313,389
Mission and programs · 2022
Mission
(continued from previous page) perpetuation of the performing arts. Additional information is provided in Schedule O.
Activities or mission (Part I)
The Oakland Symphony, Youth Orchestra and Chorus bring together orchestral music, choral music, and youth education to strengthen the Oakland/East Bay community by providing quality live performances, education for lifetime enrichment and the (continued on Page 2 Line 1)
-
EDUCATION AND OUTREACHUnder the legacy of Maestro Morgan, Oakland Symphony reaches over 75,000 adults and students each year, with significant resources dedicated to education and outreach. These programs include acclaimed education programs collectively known as MUSE (Music for excellence), comprised of young people's concerts, orchestra ensembles, in-school music lessons and mentoring, and regular school visits by musicians. Oakland Symphony Youth Orchestra performs 4 concerts each season and practices weekly, Bridge program provides private lessons for students advancing from MUSE orchestra to YouthOrchestra. The Symphony's various education programs serve over 21,000 young people each year.
Expenses $2,564,263 · Revenue $727,672
-
Symphonic performances and artistic collaborationsIn fostering development of the performing arts, Oakland Symphony collaborates with other arts organizations and showcases new American works and young artists. The Symphony has partnered with several organizations and performers to create a commissioning and performance program for new works by American composers.
-
THE SYMPHONY BRINGS TOGETHER THE TALENTS AND RESOURCES OF DIVERSE ARTISTIC GROUPS IN THE COMMUNITY IN COLLABORATIVE PERFORMANCES, JOINING TOGETHER TO PROMOTE A LIVELY ARTS ENVIRONMENT TO SERVE A WIDE RANGE OF AUDIENCES.COMMUNITY SERVICE --THE SYMPHONY SERVES A COMMUNITY WITH A RICH MIX OF CULTURAL, RACIAL AND ECONOMIC GROUPS AND IS AN IMPORTANT VITAL FORCE IN OAKLAND AND THE EAST BAY, CONTRIBUTING TO THE CREATIVITY AND CULTURAL DIVERSITY OF THE COMMUNITY. IT PROVIDES A FORUM FOR COMMUNITY INVOLVEMENT AND NURTURES AN ATMOSPHERE OF UNDERSTANDING AND CREATIVITY, MAKING MUSIC NOT ONLY RELEVANT, BUT ESSENTIAL TO OUR SOCIETY.
As filed on the 2022 return.
Listed in Part VII
-
Mieko Hatano
Exec Director
- Total calculated
- $159,500
- From this org
- $159,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,500
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $159,500
-
Dina Bartello
Dir of Development
- Total calculated
- $119,318
- From this org
- $108,242
- From related orgs
- $0
- Other
- $11,076
- Hours/week
- 40
-
Bette Epstein
President
- Total calculated
- $0
- Hours/week
- 3
-
Christopher Dann
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Paul Garrison
Vice President
- Total calculated
- $0
- Hours/week
- 8
-
Don Rigler
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
Monique Stevenson
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Alex Camphouse
Players Committ
- Total calculated
- $0
- Hours/week
- 2
-
Carla Picchi
Players Committ
- Total calculated
- $0
- Hours/week
- 2
-
Debbie Spangler
Players Committ
- Total calculated
- $0
- Hours/week
- 2
-
Dan Ashley
Director
- Total calculated
- $0
- Hours/week
- 2
-
Bruce Ericson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carol Henri
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carol Pereira
Director
- Total calculated
- $0
- Hours/week
- 2
-
James Bell
Director
- Total calculated
- $0
- Hours/week
- 2
-
Harry Howe
Director
- Total calculated
- $0
- Hours/week
- 2
-
Kev Choice
Director
- Total calculated
- $0
- Hours/week
- 2
-
Donna M Williams
Director
- Total calculated
- $0
- Hours/week
- 2
-
Morris Chubb
Director
- Total calculated
- $0
- Hours/week
- 2
-
Charles Crane
Director
- Total calculated
- $0
- Hours/week
- 2
-
Joe Frank
Music Director
- Total calculated
- $0
- Hours/week
- 2
-
Alexandra Moore
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim Hasler
Director
- Total calculated
- $0
- Hours/week
- 2
-
Robert Kidd
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ed Long
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alan Mason
Director
- Total calculated
- $0
- Hours/week
- 2
-
Chadwick Spell
Director
- Total calculated
- $0
- Hours/week
- 2
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
None.
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
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
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401359349305170
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