Civic Intelligence

Julia Morgan Center for the Arts Inc

990 • Fiscal year 2020 • EIN 94-2626454

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 12, 2022

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

90th percentile

0.84x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.89x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

23rd percentile

-9.6%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$74,330

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.7%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,919,801

Down $205,630 (-9.7%) from 2019

Net Assets

Down

$303,859

Down $175,172 (-37%) from 2019

Liabilities

Down

$1,615,942

Down $30,458 (-1.8%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin23rd percentile

Revenue

Down

$1,815,929

Down $614,048 (-25%) from 2019

Expenses

Down

$1,991,101

Down $573,411 (-22%) from 2019

Net Income

Down

-$175,172

Down $40,637 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2020

Assets$1,919,801
Liabilities$1,615,942
Net Assets$303,859
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$1,815,929
Expenses$1,991,101
Net Income-$175,172
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 12, 2022
Return Version
2019v5.0
Gross Receipts
$1,815,929
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$1,579,030$1,440,968▼ $138,062
Cash and Non-Interest-Bearing Accounts$369,512$344,485▼ $25,027
Prepaid Expenses and Deferred Charges$144,348$96,070▼ $48,278
Accounts Receivable$7,034$24,209▲ $17,175
Intangible Assets$23,097$14,068▼ $9,029
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$2,125,431$1,919,801▼ $205,630
Other Assets Total$2,410$1▼ $2,409
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,252,141$1,223,534▼ $28,607
Other Liabilities$13,329$224,787▲ $211,458
Deferred Revenue$364,344$148,959▼ $215,385
Accounts Payable and Accrued Expenses$16,586$18,662▲ $2,076
Total Liabilities$1,646,400$1,615,942▼ $30,458
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$479,031$303,859▼ $175,172
Total Net Assets Fund Balance$479,031$303,859▼ $175,172
Total Liabilities and Net Assets / Fund Balance$2,125,431$1,919,801▼ $205,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,365,000--
Other Land Buildings$-1,806,150$2,101,473-
Land$735,000--
Leasehold Improvements$1,147,118--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly DooleyExecutive DirectorFT$74,330$74,330
Mary LinsDirectorFT$64,501$64,501

Board Members and Trustees

NameTitle
Tim ChoatePresident
Elizabeth MckoyDirector
Gail SimpsonDirector
Helga YingDirector
Joel RuberzahlDirector
Judith McKoyDirector
Megan DunbarDirector
Roshan WeeramantryDirector
Stephanie WadeDirector
Thomas EdwardsDirector
David RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,850
Program Service Revenue
$1,220,942
Investment Income
$736
Other Revenue
$312,401
All Other Contributions
$249,044
Change in Net Assets
$-175,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,211,142
Salaries, Compensation, and Employee Benefits$779,959
Total Fundraising Expense$29,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$389,058$129,686-$518,744
Depreciation Depletion$121,512$40,503-$162,015
Current Officers, Directors, Trustees, and Key Employees$104,124$34,707-$138,831
All Other Expenses$100,871$33,622-$134,493
Fees for Services Other$68,303$22,766-$91,069
Payroll Taxes$56,517$18,839-$75,356
Occupancy$52,966$17,655-$70,621
Other Employee Benefits$35,271$11,757-$47,028
Fees for Services Accounting$26,359$8,786-$35,145
Other Expenses$101,128-$29,077$29,077
Insurance$4,753$1,584-$6,337
Office Expenses$3,472$1,157-$4,629
Information Technology$2,287$762-$3,049
Fees for Services Legal$540$180-$720
Travel$150$50-$200
Interest$4$1-$5
Total Functional Expenses$1,639,969$322,055$29,077$1,991,101
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
PPP Loan$211,458
Security deposits$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 35% controlled entity
No
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
Berkeley Playhouse Inc
EIN
94-2626454
Phone
5108458542
Address
2640 College Ave, Berkeley, CA 94704

Signing Officer

Name
Kimberly Dooley
Title
Executive Director
Signed
2022-01-12
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
84

Preparer

Firm
Sun & Associates CPA
Address
111 JACKSON ST, HAYWARD, CA 94544
Preparer
Ken Sun CPA
Phone
5108867680
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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.
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IRS990/OccupancyGrp/TotalAmt070621
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03472
IRS990/OfficeExpensesGrp/TotalAmt04629
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IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011757
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt035271
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IRS990/OtherExpensesGrp/Desc1Conservatory Program Expense
IRS990/OtherExpensesGrp/Desc2Youth company expense
IRS990/OtherExpensesGrp/Desc3Fundraising
IRS990/OtherExpensesGrp/FundraisingAmt029077
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IRS990/OtherExpensesGrp/ProgramServicesAmt1129003
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IRS990/OtherExpensesGrp/TotalAmt1129003
IRS990/OtherExpensesGrp/TotalAmt2101128
IRS990/OtherExpensesGrp/TotalAmt329077
IRS990/OtherLiabilitiesGrp/BOYAmt013329
IRS990/OtherLiabilitiesGrp/EOYAmt0224787
IRS990/OtherRevenueTotalAmt011448
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0129686
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0389058
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayrollTaxesGrp/TotalAmt075356
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0144348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt096070
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
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1320102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2508438
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332463
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4319998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1320102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2508438
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4319998
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0167618
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt01701716
IRS990/PYOtherRevenueAmt0283819
IRS990/PYProgramServiceRevenueAmt01978540
IRS990/PYRevenuesLessExpensesAmt0-134535
IRS990/PYSalariesCompEmpBnftPaidAmt0862796
IRS990/PYTotalExpensesAmt02564512
IRS990/PYTotalRevenueAmt02429977
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-175172
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0300953
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt081963
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

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Filings

Displayed year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,919,801
Liabilities
$1,615,942
Net assets
$303,859
Revenue
$1,815,929
Expenses
$1,991,101
Net income
-$175,172
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