Civic Intelligence

Julia Morgan Center for the Arts Inc

990 • Fiscal year 2018 • EIN 94-2626454

Sep 01, 2017 to Aug 31, 2018 • Filed on Jun 21, 2019

Organization Profilewww.juliamorgan.org
2640 College AveBerkeley, CA 94704

(510) 845-8542

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.74x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.70x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$74,619

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$2,363,138

Up $120,271 (+5.4%) from 2017

Net Assets

Up

$613,566

Up $59,480 (+11%) from 2017

Liabilities

Up

$1,749,572

Up $60,791 (+3.6%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin48th percentile

Revenue

Up

$2,484,723

Up $331,648 (+15%) from 2017

Expenses

Up

$2,425,245

Up $414,492 (+21%) from 2017

Net Income

Down

$59,478

Down $82,844 (-58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,268,283Liabilities 2010: $1,563,824Net Assets 2010: $704,4592010Assets 2011: $2,133,793Liabilities 2011: $1,586,315Net Assets 2011: $547,4782011Assets 2012: $2,196,396Liabilities 2012: $1,582,269Net Assets 2012: $614,1272012Assets 2013: $2,198,268Liabilities 2013: $1,586,115Net Assets 2013: $612,1532013Assets 2014: $2,251,796Liabilities 2014: $1,681,992Net Assets 2014: $569,8042014Assets 2015: $2,177,916Liabilities 2015: $1,700,881Net Assets 2015: $477,0352015Assets 2016: $2,058,130Liabilities 2016: $1,646,366Net Assets 2016: $411,7642016Assets 2017: $2,242,867Liabilities 2017: $1,688,781Net Assets 2017: $554,0862017Assets 2018: $2,363,138Liabilities 2018: $1,749,572Net Assets 2018: $613,5662018Assets 2019: $2,125,431Liabilities 2019: $1,646,400Net Assets 2019: $479,0312019Assets 2020: $1,919,801Liabilities 2020: $1,615,942Net Assets 2020: $303,8592020Assets 2021: $2,855,952Liabilities 2021: $2,390,106Net Assets 2021: $465,8462021Assets 2022: $3,381,820Liabilities 2022: $1,879,462Net Assets 2022: $1,502,3582022Assets 2023: $3,128,313Liabilities 2023: $1,143,520Net Assets 2023: $1,984,7932023Assets 2024: $3,138,432Liabilities 2024: $1,048,771Net Assets 2024: $2,089,6612024

Highlighted filing

2018

Assets$2,363,138
Liabilities$1,749,572
Net Assets$613,566
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,129,571Expenses 2010: $1,340,647Net Income 2010: -$211,0762010Revenue 2011: $1,371,443Expenses 2011: $1,528,424Net Income 2011: -$156,9812011Revenue 2012: $1,527,171Expenses 2012: $1,460,522Net Income 2012: $66,6492012Revenue 2013: $1,066,783Expenses 2013: $1,068,757Net Income 2013: -$1,9742013Revenue 2014: $1,646,845Expenses 2014: $1,689,195Net Income 2014: -$42,3502014Revenue 2015: $1,757,612Expenses 2015: $1,850,381Net Income 2015: -$92,7692015Revenue 2016: $1,989,629Expenses 2016: $2,054,900Net Income 2016: -$65,2712016Revenue 2017: $2,153,075Expenses 2017: $2,010,753Net Income 2017: $142,3222017Revenue 2018: $2,484,723Expenses 2018: $2,425,245Net Income 2018: $59,4782018Revenue 2019: $2,429,977Expenses 2019: $2,564,512Net Income 2019: -$134,5352019Revenue 2020: $1,815,929Expenses 2020: $1,991,101Net Income 2020: -$175,1722020Revenue 2021: $1,367,169Expenses 2021: $1,206,662Net Income 2021: $160,5072021Revenue 2022: $3,192,877Expenses 2022: $2,156,263Net Income 2022: $1,036,6142022Revenue 2023: $2,997,498Expenses 2023: $2,516,703Net Income 2023: $480,7952023Revenue 2024: $2,790,368Expenses 2024: $2,686,463Net Income 2024: $103,9052024

Highlighted filing

2018

Revenue$2,484,723
Expenses$2,425,245
Net Income$59,478
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 21, 2019
Return Version
2017v2.2
Gross Receipts
$2,484,723
Mission and Program Overview

Mission

To produce music theater that engages, inspires and entertains audiences of all ages. We train and educate theatre artists and enthusiasts from children to late life learners. We believe in the essential power of music theatre to celebrate, inform and interpret our common humanity.

See Schedule O, Part III, Line 1 for Mission Statement

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,682,469$1,684,253▲ $1,784
Cash and Non-Interest-Bearing Accounts$358,352$466,051▲ $107,699
Prepaid Expenses and Deferred Charges$154,301$169,423▲ $15,122
Intangible Assets$41,158$32,128▼ $9,030
Accounts Receivable$4,168$8,008▲ $3,840
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$2,242,867$2,363,138▲ $120,271
Other Assets Total$2,419$3,275▲ $856
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,326,349$1,288,596▼ $37,753
Deferred Revenue$317,666$396,517▲ $78,851
Accounts Payable and Accrued Expenses$24,636$51,130▲ $26,494
Other Liabilities$20,130$13,329▼ $6,801
Total Liabilities$1,688,781$1,749,572▲ $60,791
Net Assets / Fund Balance
Unrestricted Net Assets$554,086$613,566▲ $59,480
Total Net Assets Fund Balance$554,086$613,566▲ $59,480
Total Liabilities and Net Assets / Fund Balance$2,242,867$2,363,138▲ $120,271

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,365,000--
Other Land Buildings$-1,562,865$1,843,265-
Land$735,000--
Leasehold Improvements$1,147,118--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gretchen FeyerManaging DirectorFT$74,619$74,619
Kimberly DooleyExecutive DirectorFT$64,583$64,583
Rachel EisnerEduc DirectorFT$58,203$58,203

Board Members and Trustees

NameTitle
Tim ChoatePresident
Dennis ErokanDirector
Gail SimpsonDirector
Helga YingDirector
Joel RuberzahlDirector
Judith McKoyDirector
Margaret SchultzDirector
Stephanie WadeDirector
Thomas EdwardsDirector
David RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,589
Program Service Revenue
$2,087,700
Investment Income
$0
Other Revenue
$265,434
All Other Contributions
$131,589
Change in Net Assets
$59,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,612,466
Salaries, Compensation, and Employee Benefits$812,779
Total Fundraising Expense$39,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$367,226$122,409-$489,635
All Other Expenses$190,061$63,350$39,512$292,923
Current Officers, Directors, Trustees, and Key Employees$148,053$49,352-$197,405
Depreciation Depletion$114,838$38,279-$153,117
Other Expenses$106,116$35,372-$141,488
Payroll Taxes$65,730$21,910-$87,640
Other Employee Benefits$28,574$9,525-$38,099
Office Expenses$17,973$5,991-$23,964
Insurance$8,310$2,770-$11,080
Travel$2,693$897-$3,590
Total Functional Expenses$1,789,303$596,430$39,512$2,425,245
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$13,329
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an outside accountant and reviewed by executive staff of JMCA before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Julia Morgan Center for the Arts Inc
EIN
94-2626454
Phone
5108458542
Address
2640 College Ave, Berkeley, CA 94704

Signing Officer

Name
Kimberly Dooley
Title
Executive Director
Signed
2019-06-21
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
65

Preparer

Firm
Sun & Associates CPA
Address
111 JACKSON ST, HAYWARD, CA 94544-1948
Preparer
Ken Sun CPA
Phone
5108867680
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Bank fee: Column (A) - Total = $534; Column (B) - Program Services = $401; Column (C) - Management & General = $133; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Cleaning: Column (A) - Total = $22303; Column (B) - Program Services = $16727; Column (C) - Management & General = $5576; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“conference Fee: Column (A) - Total = $11712; Column (B) - Program Services = $8784; Column (C) - Management & General = $2928; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Due and Subscription: Column (A) - Total = $5389; Column (B) - Program Services = $4042; Column (C) - Management & General = $1347; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Fundraising: Column (A) - Total = $39512; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $39512”

Form 990, Part IX, Line 24E: Other Expenses

“Marketing: Column (A) - Total = $37710; Column (B) - Program Services = $28283; Column (C) - Management & General = $9427; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Miscellaneous: Column (A) - Total = $3714; Column (B) - Program Services = $2786; Column (C) - Management & General = $928; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Mortgage Interest: Column (A) - Total = $59735; Column (B) - Program Services = $44801; Column (C) - Management & General = $14934; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Parking: Column (A) - Total = $9810; Column (B) - Program Services = $7358; Column (C) - Management & General = $2452; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Payroll Service: Column (A) - Total = $4217; Column (B) - Program Services = $3163; Column (C) - Management & General = $1054; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and shipping: Column (A) - Total = $2622; Column (B) - Program Services = $1967; Column (C) - Management & General = $655; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing: Column (A) - Total = $13143; Column (B) - Program Services = $9857; Column (C) - Management & General = $3286; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Property Tax: Column (A) - Total = $1013; Column (B) - Program Services = $760; Column (C) - Management & General = $253; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Recruitment : Column (A) - Total = $543; Column (B) - Program Services = $407; Column (C) - Management & General = $136; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Repair and maintenance: Column (A) - Total = $26763; Column (B) - Program Services = $20072; Column (C) - Management & General = $6691; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Storage Expense: Column (A) - Total = $8825; Column (B) - Program Services = $6619; Column (C) - Management & General = $2206; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Theatre & Production: Column (A) - Total = $19107; Column (B) - Program Services = $14330; Column (C) - Management & General = $4777; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Utilities: Column (A) - Total = $8082; Column (B) - Program Services = $6062; Column (C) - Management & General = $2020; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Workers compensation: Column (A) - Total = $18189; Column (B) - Program Services = $13642; Column (C) - Management & General = $4547; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 521 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024636
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt051130
IRS990/AccountsReceivableGrp/BOYAmt04168
IRS990/AccountsReceivableGrp/EOYAmt08008
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O, Part III, Line 1 for Mission Statement
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0131589
IRS990/AllOtherExpensesGrp/FundraisingAmt039512
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt063350
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0190061
IRS990/AllOtherExpensesGrp/TotalAmt0292923
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Tara Vargo
IRS990/BooksInCareOfDetail/PhoneNum05108458542
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02640 College Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094704
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0358352
IRS990/CashNonInterestBearingGrp/EOYAmt0466051
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049352
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0148053
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0197405
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0131589
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01612466
IRS990/CYOtherRevenueAmt0265434
IRS990/CYProgramServiceRevenueAmt02087700
IRS990/CYRevenuesLessExpensesAmt059478
IRS990/CYSalariesCompEmpBnftPaidAmt0812779
IRS990/CYTotalExpensesAmt02425245
IRS990/CYTotalFundraisingExpenseAmt039512
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02484723
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0317666
IRS990/DeferredRevenueGrp/EOYAmt0396517
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt038279
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0114838
IRS990/DepreciationDepletionGrp/TotalAmt0153117
IRS990/Desc0The Professional season income has increased production values and expanded its capacity culminating in Julia Morgan Center for the Arts'(JMCA) biggest hit to date, "Sound of Music." The Youth program has received national recognition for its new work, "My Son Pinocchio," when the photography was used by Disney in its promotional material. JMCA also commissioned the new work "Return to Planet Z." The Conservatory program has increased enrollment, expanded to the community outreach and rapidly expanded in its summer session.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt065
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01789303
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Tim Choate
IRS990/Form990PartVIISectionAGrp/PersonNm1Helga Ying
IRS990/Form990PartVIISectionAGrp/PersonNm2David Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm4Joel Ruberzahl
IRS990/Form990PartVIISectionAGrp/PersonNm5Dennis Erokan
IRS990/Form990PartVIISectionAGrp/PersonNm6Margaret Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm7Stephanie Wade
IRS990/Form990PartVIISectionAGrp/PersonNm8Judith McKoy
IRS990/Form990PartVIISectionAGrp/PersonNm9Gail Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm10Gretchen Feyer
IRS990/Form990PartVIISectionAGrp/PersonNm11Kimberly Dooley
IRS990/Form990PartVIISectionAGrp/PersonNm12Rachel Eisner
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1074619
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1164583
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1258203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Managing Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt12Educ Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02484723
IRS990/GrossRentsGrp/RealAmt0252474
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02770
IRS990/InsuranceGrp/ProgramServicesAmt08310
IRS990/InsuranceGrp/TotalAmt011080
IRS990/IntangibleAssetsGrp/BOYAmt041158
IRS990/IntangibleAssetsGrp/EOYAmt032128
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0160
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01843265
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01682469
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01684253
IRS990/LandBldgEquipCostOrOtherBssAmt03527518
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To produce music theater that engages, inspires and entertains audiences of all ages. We train and educate theatre artists and enthusiasts from children to late life learners. We believe in the essential power of music theatre to celebrate, inform and interpret our common humanity.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01326349
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01288596
IRS990/NetAssetsOrFundBalancesBOYAmt0554086
IRS990/NetAssetsOrFundBalancesEOYAmt0613566
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0252474
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0252474
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05991
IRS990/OfficeExpensesGrp/ProgramServicesAmt017973
IRS990/OfficeExpensesGrp/TotalAmt023964
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02419
IRS990/OtherAssetsTotalGrp/EOYAmt03275
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09525
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028574
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038099
IRS990/OtherExpensesGrp/Desc0Professional Company Expense
IRS990/OtherExpensesGrp/Desc1Youth company expense
IRS990/OtherExpensesGrp/Desc2Conservatory Program Expense
IRS990/OtherExpensesGrp/Desc3Outside services
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0158553
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145409
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt242613
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt335372
IRS990/OtherExpensesGrp/ProgramServicesAmt0475661
IRS990/OtherExpensesGrp/ProgramServicesAmt1136229
IRS990/OtherExpensesGrp/ProgramServicesAmt2127839
IRS990/OtherExpensesGrp/ProgramServicesAmt3106116
IRS990/OtherExpensesGrp/TotalAmt0634214
IRS990/OtherExpensesGrp/TotalAmt1181638
IRS990/OtherExpensesGrp/TotalAmt2170452
IRS990/OtherExpensesGrp/TotalAmt3141488
IRS990/OtherLiabilitiesGrp/BOYAmt020130
IRS990/OtherLiabilitiesGrp/EOYAmt013329
IRS990/OtherRevenueTotalAmt012960
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0122409
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0367226
IRS990/OtherSalariesAndWagesGrp/TotalAmt0489635
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021910
IRS990/PayrollTaxesGrp/ProgramServicesAmt065730
IRS990/PayrollTaxesGrp/TotalAmt087640
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0154301
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0169423
IRS990/PriorPeriodAdjustmentsAmt02
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Concession Income
IRS990/ProgramServiceRevenueGrp/Desc1Conservatory Programs Inc
IRS990/ProgramServiceRevenueGrp/Desc2Professional Season Incom
IRS990/ProgramServiceRevenueGrp/Desc3Ticketing Fees
IRS990/ProgramServiceRevenueGrp/Desc4Youth Season Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1529580
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2931865
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt360505
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4504450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1529580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2931865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt360505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4504450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt079352
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01339032
IRS990/PYOtherRevenueAmt0316029
IRS990/PYProgramServiceRevenueAmt01757694
IRS990/PYRevenuesLessExpensesAmt0142322
IRS990/PYSalariesCompEmpBnftPaidAmt0671721
IRS990/PYTotalExpensesAmt02010753
IRS990/PYTotalRevenueAmt02153075
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059478
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0252474
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0131589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0292904
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0292904
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081963
IRS990ScheduleA/Total509Grp/TotalAmt0292904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081963
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0292904
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01365000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01365000
IRS990ScheduleD/LandGrp/BookValueAmt0735000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0735000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01147118
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01147118
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1562865
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01843265
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0280400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,363,138
Liabilities
$1,749,572
Net assets
$613,566
Revenue
$2,484,723
Expenses
$2,425,245
Net income
$59,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$1.05$2.09$2.79$2.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.13$1.14$1.98$3.00$2.52$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.38$1.88$1.50$3.19$2.16$1.04
2021Detailed filing. Detailed filing data is available for this year.$2.86$2.39$0.47$1.37$1.21$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.62$0.30$1.82$1.99$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.13$1.65$0.48$2.43$2.56$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.36$1.75$0.61$2.48$2.43$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.24$1.69$0.55$2.15$2.01$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.06$1.65$0.41$1.99$2.05$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.18$1.70$0.48$1.76$1.85$0.09
2014Summary only. Only limited summary data is available for this year.$2.25$1.68$0.57$1.65$1.69$0.04
2013Summary only. Only limited summary data is available for this year.$2.20$1.59$0.61$1.07$1.07$0.00
2012Summary only. Only limited summary data is available for this year.$2.20$1.58$0.61$1.53$1.46$0.07
2011Summary only. Only limited summary data is available for this year.$2.13$1.59$0.55$1.37$1.53$0.16
2010Summary only. Only limited summary data is available for this year.$2.27$1.56$0.70$1.13$1.34$0.21