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Nonprofiteer
← SOUTH COAST REPERTORY INC

Form 990 for tax year 2024

Filed by SOUTH COAST REPERTORY INC.

Totals

Total revenue
$11,068,228
Total expenses
$12,736,096
Contributions and grants received
$3,436,652
Grants paid
$0
Program service revenue
$4,562,214
Investment income
$1,970,653
Other revenue
$1,098,709
Total assets, end of year
$78,361,736
Total liabilities, end of year
$3,740,520
Net assets or fund balances, end of year
$74,621,216
Program services expenses (Part IX)
$10,208,151
Management and general expenses
$1,521,645
Fundraising expenses
$1,006,300
Program service expenses (Part III)
$10,208,151

Program services were 80.2% 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

    $137,050

  • 1e · Government grants (contributions)

    $3,500

  • 1f · All other contributions, gifts and grants

    $3,296,102

  • 1g · Noncash contributions included above

    $45,310

  • 2a · Program service revenue: STAGE PRODUCTIONS

    total $3,862,190 · related or exempt $3,862,190

  • 2b · Program service revenue: CONSERVATORY

    total $700,024 · related or exempt $700,024

  • 3 · Investment income

    total $1,640,672 · excluded $1,640,672

  • 7a · Gross sales of assets other than inventory

    securities $2,675,750

  • 7b · Less cost or other basis and sales expenses

    securities $2,345,769

  • 7c · Gain or loss

    securities $329,981

  • 7d · Net gain or loss

    total $329,981 · excluded $329,981

  • 8a · Fundraising events: gross income

    $194,693

  • 8a · Fundraising events: contributions included on line 1c

    $137,050

  • 8b · Fundraising events: direct expenses

    $225,771

  • 8c · Net income from fundraising events

    total -$31,078 · excluded -$31,078

  • 11a · Other revenue: NET GAIN ON INSURANCE CLAIM AND R

    total $1,129,787 · excluded $1,129,787

  • 11e · Other revenue, total

    $1,129,787

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,265,899 · program services $586,714 · management and general $546,450 · fundraising $132,735

  • 7 · Other salaries and wages

    total $5,483,334 · program services $4,813,205 · management and general $227,603 · fundraising $442,526

  • 8 · Pension plan contributions

    total $28,554 · program services $24,759 · management and general $2,617 · fundraising $1,178

  • 9 · Other employee benefits

    total $559,677 · program services $449,341 · management and general $56,638 · fundraising $53,698

  • 10 · Payroll taxes

    total $667,474 · program services $534,933 · management and general $75,521 · fundraising $57,020

  • 11b · Fees: legal

    total $68,475 · management and general $68,475

  • 11f · Fees: investment management

    total $167,411 · management and general $167,411

  • 11g · Fees: other

    total $180,730 · program services $73,332 · management and general $43,940 · fundraising $63,458

  • 12 · Advertising and promotion

    total $1,140,061 · program services $1,004,678 · management and general $8,522 · fundraising $126,861

  • 14 · Information technology

    total $213,249 · program services $109,985 · management and general $51,968 · fundraising $51,296

  • 15 · Royalties

    total $402,400 · program services $402,400

  • 16 · Occupancy

    total $567,726 · program services $511,041 · management and general $29,011 · fundraising $27,674

  • 22 · Depreciation, depletion and amortization

    total $822,534 · program services $740,282 · management and general $41,126 · fundraising $41,126

  • 23 · Insurance

    total $279,894 · program services $68,803 · management and general $202,363 · fundraising $8,728

  • 24a · Other expenses: ARTISTIC EXPENSES

    total $462,636 · program services $462,636

  • 24b · Other expenses: PRODUCTION MATERIALS

    total $426,042 · program services $426,042

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $412,664 · end of year $402,789

  • 2 · Savings and temporary cash investments

    beginning of year $3,319,945 · end of year $3,507,036

  • 3 · Pledges and grants receivable

    beginning of year $2,496,594 · end of year $2,029,016

  • 9 · Prepaid expenses and deferred charges

    beginning of year $777,476 · end of year $755,746

  • 10a · Land, buildings and equipment: cost or other basis

    $33,475,648

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,653,418

  • 10c · Land, buildings and equipment, net

    beginning of year $8,253,397 · end of year $8,822,230

  • 11 · Investments: publicly traded securities

    beginning of year $39,133,287 · end of year $41,059,802

  • 12 · Investments: other securities

    beginning of year $20,424,844 · end of year $20,893,388

  • 15 · Other assets

    beginning of year $0 · end of year $891,729

  • 17 · Accounts payable and accrued expenses

    beginning of year $748,059 · end of year $637,281

  • 19 · Deferred revenue

    beginning of year $2,168,389 · end of year $2,193,586

  • 25 · Other liabilities

    beginning of year $22,725 · end of year $909,653

  • 27 · Net assets without donor restrictions

    beginning of year $13,397,926 · end of year $13,621,572

  • 28 · Net assets with donor restrictions

    beginning of year $58,481,108 · end of year $60,999,644

Mission and programs · 2024

Mission

SCR WAS ESTABLISHED FOR THE PURPOSE OF EDUCATING AND SERVING ITS COMMUNITY WITH PRODUCTIONS OF DRAMATIC ENTERTAINMENT ON ITS STAGES AND OFFERING DRAMATIC CLASSES FOR YOUTH THROUGH ADULTS (THE CONSERVATORY) BOTH ONSITE AND IN COMMUNITY VENUES THROUGHOUT ORANGE COUNTY.

Activities or mission (Part I)

SOUTH COAST REPERTORY, INC. EDUCATES INDIVIDUALS THROUGH THE PRODUCTION OF DRAMATIC ENTERTAINMENT.

  • STAGE PRODUCTIONS:FOR 24-25, SCR CONTINUED PRODUCING AT A REDUCED LEVEL FROM PRE-PANDEMIC SEASONS. SCR PROVIDED A TOTAL OF 8 PLAYS PERFORMED ON THE TWO MAIN INDOOR STAGES, INCLUDING ONE PRODUCTION FOR YOUNG AUDIENCES, AS WELL AS ITS HOLIDAY TRADITIONAL A CHRISTMAS CAROL. EACH PLAY PERFORMED FOR THREE TO FIVE WEEKS. THERE WERE ALSO READINGS OF NEWLY-WRITTEN PLAYS PERFORMED BY ACTORS AT VARIOUS DATES DURING THE YEARS, INCLUDING AT OUR PLAYWRIGHTS FESTIVAL DEVOTED TO PRESENTING SEVERAL NEW WORKS OVER A 3-DAY WEEKEND. IN ADDITION, WE ARE NO LONG PRODUCING OUTSIDE SCR AT THIS TIME.

    Expenses $9,079,019 · Revenue $3,862,190

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,129,132 · Revenue $700,024

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • TALYA NEVO-HACOHEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL R HARDS

    VP, ADVANCEMENT

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY J KAY

    VP, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • ADRIAN S GRIGGS

    VP, FINANCE

    Total calculated
    $0
    Hours/week
    1

  • LEONA ARONOFF-SADACCA

    VP, COMMUNITY RELATIONS

    Total calculated
    $0
    Hours/week
    1

  • DAVID A CHASE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SOPHIA HALL CRIPE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN K HORI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEA KONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH A LOBE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEEPAK NANDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TARA NETHERTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REGINA OSWALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK D PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL C RAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN SHIELDKRET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TAMMY TANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERNESTO M VASQUEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIA VOCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICKIE WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FELIX YAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE APPEL

    MANAGING DIRECTOR

    Total calculated
    $104,568
    From this org
    $103,128
    From related orgs
    $0
    Other
    $1,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,128
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,440
    Filer's total
    $104,568

  • DAVID IVERS

    ARTISTIC DIRECTOR

    Total calculated
    $296,456
    From this org
    $277,828
    From related orgs
    $0
    Other
    $18,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,828
    Bonus
    $0
    Other
    $0
    Deferred
    $6,987
    Nontaxable benefits
    $11,641
    Filer's total
    $296,456

  • DAVID EMMES

    FOUNDING ARTISTIC DIRECTOR

    Total calculated
    $58,406
    From this org
    $48,541
    From related orgs
    $0
    Other
    $9,865
    Hours/week
    20

  • CLARE KIKLOWICZ

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $129,988
    From this org
    $125,443
    From related orgs
    $0
    Other
    $4,545
    Hours/week
    40

  • MAISIE CHAN

    PRODUCTION MANAGER

    Total calculated
    $119,853
    From this org
    $110,116
    From related orgs
    $0
    Other
    $9,737
    Hours/week
    40

  • LORI MONNIER

    GENERAL MANAGER

    Total calculated
    $117,942
    From this org
    $113,690
    From related orgs
    $0
    Other
    $4,252
    Hours/week
    40

  • BIL SCHROEDER

    MARKETING & COMMUNICATIONS DIRECTOR

    Total calculated
    $131,947
    From this org
    $115,373
    From related orgs
    $0
    Other
    $16,574
    Hours/week
    40

  • MARTIN BENSON

    FOUNDING ARTISTIC DIRECTOR

    Total calculated
    $54,177
    From this org
    $44,733
    From related orgs
    $0
    Other
    $9,444
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $44,733
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,444
    Filer's total
    $54,177

  • PAULA TOMEI

    MANAGING DIRECTOR (FORMER)

    Total calculated
    $239,399
    From this org
    $221,138
    From related orgs
    $0
    Other
    $18,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,138
    Bonus
    $0
    Other
    $0
    Deferred
    $6,987
    Nontaxable benefits
    $11,274
    Filer's total
    $239,399

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 · 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

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
2024
Filed
5 July 2026
IRS schema version
2024v5.5
Source object
202631889349301218

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