Berkeley Repertory Theatre FY2020 filing

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The Theatre produces premiers of new work and major productions from an international repertoire.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$1.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $2.1M a year · 10% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
23 mo
of spending, in cash
Looks good: 23.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $138K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$48.3M
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
30
of 32 voting members
Looks good: 30 of 32 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.3M
Spent
$15.5M
To programs
75%
Net assets
$24.1M
By yearFY2020–FY2025
Revenue
$12.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$12.3M
FY2021$11.4M
FY2022$24.0M
FY2023$15.4M
FY2024$42.9M
FY2025$21.2M
Expenses
$15.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$15.5M
FY2021$9.7M
FY2022$19.7M
FY2023$23.5M
FY2024$22.9M
FY2025$23.3M
Net assets
$24.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$24.1M
FY2021$26.5M
FY2022$30.1M
FY2023$22.3M
FY2024$43.0M
FY2025$41.4M

From the FY2020 Form 990 (year ending August 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $11.7M Management & general 18% · $2.7M Fundraising 7% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

41 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Managing Director
$595,192Pt VII · Sec A
Former Artistic Director
$219,911Pt VII · Sec A
Artistic Director
$192,449Pt VII · Sec A
Director of Development
$158,918Pt VII · Sec A
General Manager
$152,280Pt VII · Sec A
Production Manager
$122,840Pt VII · Sec A
Director of Marketing & Communications
$111,244Pt VII · Sec A
Associate Director of Development
$106,748Pt VII · Sec A

Tom Parrish’s $360K as Managing Director is at the 57th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Medak——$344,973$309,979$285,107$595,192
Johanna Pfaelzer$358,879$423,782$338,372$306,259$281,646$192,449
Anthony Taccone————$383,475$219,911
Tom Parrish$360,319$350,234$132,256———
Lynn Eve Komaromi——$114,443$263,982$151,142$158,918
Stephen Tate——$197,574———
Ari Lipsky$186,921—————
Theresa Von Klug———$180,520$148,954$152,280

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Berkeley Repertory Theatre executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Produces premier theatrical works and supports artists by incubating, developing, and staging new plays and international productions for local and global audiences.

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3 programs · $10.4M · in their own filed words · FY2019
01

Berkeley rep welcomed new artistic director johanna pfaelzer, who began her full-time tenure at the top of the 2019-20 season. The season began with the american premiere of francis turnly's the great wave directed by mark wing-davey, and continued with the west coast premiere of suzan-lori parks' white noise, one of the most talked…

$9.5Mprogram expense
02

Following an unusually busy and productive fall, the school of theatre appeared on track to meet and perhaps even exceed engagement goals for the 2019-20 season. From september 2019 to march 2020, we served 70 classrooms and provided 13,594 contact hours via a wide range of in-class theatre-based workshops.

$682Kprogram expense
03

The pandemic required berkeley rep to make many changes to how it approaches new play development activities. We had to cancel the 2020 ground floor summer residency lab, which gathers as many as 100 artists at our west berkeley campus each summer to work on 12-22 projects.

$247Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$138K
Grants paid · 15 grants · $274K · 2022–2024
New ConservatoryCA · FY2024$27,759
Marin Shakespeare CompanyFY2024$27,759
Oakland Theater ProjectCA · FY2024$26,059
Theatreworks Silicon ValleyCA · FY2024$17,759
San Francisco Youth TheatreCA · FY2024$12,759
Unitemized GrantFY2024$10,000
Zaccho S FCA · FY2024$7,759
Theatre Bay AreaCA · FY2024$7,759
Magic Theatre INCCA · FY2024$7,759
Unitemized GrantFY2023$44,045
Unitemized GrantFY2023$20,000
Unitemized GrantFY2022$34,800

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Aug 2022 · $5.9M federal money spent
Shuttered Venue Operators Grant ProgramSmall Business Administration · ALN 59.075 · Direct$5.9M

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$12.3M
Ln 12
Gifts and grantsLn 1h$6.6M
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$252K
Money outPt IX
$15.5M
Ln 25
Programscol B$11.7M
Managementcol C$2.7M
Fundraisingcol D$1.1M
Owns and owesPt X
$24.1M
net assets · Ln 32
Cash and savingsLn 1–2$29.8M
Total assetsLn 16$72.4M
LiabilitiesLn 26$48.3M
PeoplePt VI, VII
41
listed · VII A
PaidVII A8
Voting boardVI 1a32
IndependentVI 1b30
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.6M
Government grantsLn 1e$1.5M
Noncash giftsLn 1g$219K
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$252K
Gains on assetsLn 7$135K
Total revenueLn 12$12.3M
Assets in detailPt X, end of year
CashLn 1$29.7M
SavingsLn 2$67K
Cash and savings togetherLn 1–2$29.8M
InvestmentsLn 11–13$5.3M
Land, buildings, equipmentLn 10c$32.1M
Other assetsLn 15$76K
Total assetsLn 16$72.4M
LiabilitiesLn 26$48.3M
Net assetsLn 32$24.1M
OperationsPt I, VI
EmployeesI 5485
VolunteersI 61,000
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$32.8M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$32.9M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$219K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$4.8M$4.5M$5.0M$4.8M$4.3M
Given inLn 1b$51K$110K$100$2K$57K
SpentLn 1d–1f$75K$639K$51K$24K$23K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$31.0M$29.8M
InvestmentsLn 11–13$5.0M$5.3M
Land, buildings, equipmentLn 10c$30.5M$32.1M
Total assetsLn 16$74.8M$72.4M
LiabilitiesLn 26$47.7M$48.3M
Net assetsLn 32$27.1M$24.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4K$4K
Pay of current officers, directors and key staffLn 5$631K$386K$152K$92K
Other salaries and wagesLn 7$6.6M$4.9M$1.2M$521K
Other employee benefitsLn 9$1.1M$827K$140K$89K
Payroll taxesLn 10$584K$472K$63K$49K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$106K$106K
Other fees for servicesLn 11g$696K$596K$12K$88K
Advertising and promotionLn 12$768K$39K$694K$35K
Office expensesLn 13$178K$88K$75K$15K
RoyaltiesLn 15$394K$394K
OccupancyLn 16$296K$274K$15K$8K
TravelLn 17$378K$375K$3K$533
InterestLn 20$384K$361K$11K$11K
Depreciation, depletion and amortizationLn 22$783K$737K$23K$23K
InsuranceLn 23$267K$255K$6K$5K
Other expenses (24a–d)Ln 24$2.3M$1.9M$250K$131K
All other expensesLn 24e$100K$100K
Total functional expensesLn 25$15.5M$11.7M$2.7M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 12, 2026 $21.2M$23.3M−$2.1M$41.4M 990 PDF
FY2024Filed with the IRS Feb 3, 2025 $42.9M$22.9M$20.0M$43.0M 990 PDF
FY2023Filed with the IRS Mar 7, 2024 $15.4M$23.5M−$8.1M$22.3M 990 PDF
FY2022Filed with the IRS Jun 8, 2023 $24.0M$19.7M$4.3M$30.1M 990 PDF
FY2021Filed with the IRS May 13, 2022 $11.4M$9.7M$1.7M$26.5M 990 PDF
FY2020 ViewingFiled with the IRS Apr 21, 2021 $12.3M$15.5M−$3.2M$24.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $12,344,789 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,999,143$6,578,220
I-9 Program service revenuePrior year $12,681,975$5,766,752
I-10 Investment incomePrior year $302,574$252,480
I-11 Other revenuePrior year −$135,169−$252,663
I-12 Total revenuePrior year $20,848,523$12,344,789
I-13 Grants and similar amounts paidPrior year $29,757$3,603
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,612,584$8,843,457
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,597,355$6,660,580
I-18 Total expensesPrior year $22,239,696$15,507,640
I-19 Revenue less expensesPrior year −$1,391,173−$3,162,851
Part VI · Governance 30 of 32 board members independent, no flags
VI-1a Voting members of the governing body32
VI-1b Independent voting members30
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,344,789 across 11 lines filed
Lines not itemized here account for $30,053 of total revenue; see the IRS return.
VIII-1e Government grants$1,474,653
VIII-1f All other contributions, gifts and grants$5,103,567
VIII-1g Noncash contributions (included above)$218,569
VIII-1h Total contributions, gifts and grants$6,578,220
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,732,696$5,732,696
VIII-3 Investment incomeExcluded from tax $117,141$117,141
VIII-5 RoyaltiesExcluded from tax $265,307$265,307
VIII-6 Net rental income or lossUnrelated business −$245,581 · Excluded from tax −$274,325−$519,906
VIII-7 Net gain or loss on sales of assetsExcluded from tax $135,339$135,339
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,939$5,939
VIII-12 Total revenueRelated to mission $5,732,696 · Unrelated business −$215,528 · Excluded from tax $249,401$12,344,789
Part IX · Statement of functional expenses $15,507,640 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $3,603$3,603
IX-5 Pay of current officers, directors and key staffPrograms $386,473 · Management $151,819 · Fundraising $92,255$630,547
IX-7 Other salaries and wagesPrograms $4,868,905 · Management $1,183,812 · Fundraising $521,018$6,573,735
IX-9 Other employee benefitsPrograms $826,629 · Management $140,293 · Fundraising $88,699$1,055,621
IX-10 Payroll taxesPrograms $471,725 · Management $62,964 · Fundraising $48,865$583,554
IX-11b Legal feesManagement $4,405$4,405
IX-11c Accounting feesManagement $106,134$106,134
IX-11g Other fees for servicesPrograms $595,749 · Management $12,254 · Fundraising $87,934$695,937
IX-12 Advertising and promotionPrograms $39,288 · Management $693,924 · Fundraising $34,893$768,105
IX-13 Office expensesPrograms $88,393 · Management $74,691 · Fundraising $14,511$177,595
IX-15 RoyaltiesPrograms $393,872$393,872
IX-16 OccupancyPrograms $273,501 · Management $14,842 · Fundraising $7,535$295,878
IX-17 TravelPrograms $374,589 · Management $3,134 · Fundraising $533$378,256
IX-20 InterestPrograms $361,439 · Management $11,322 · Fundraising $11,322$384,083
IX-22 Depreciation, depletion and amortizationPrograms $736,862 · Management $23,239 · Fundraising $23,240$783,341
IX-23 InsurancePrograms $254,907 · Management $6,200 · Fundraising $5,477$266,584
IX-24 Other expenses (24a–d)Programs $1,925,432 · Management $249,938 · Fundraising $130,699$2,306,069
IX-24e All other expensesPrograms $100,321$100,321
IX-25 Total functional expensesPrograms $11,701,688 · Management $2,738,971 · Fundraising $1,066,981$15,507,640
Part X · Balance sheet $72,417,342 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $30,888,892$29,708,980
X-2 Savings and temporary cash investmentsStart of year $127,067$67,305
X-3 Pledges and grants receivableStart of year $7,189,753$4,962,511
X-4 Accounts receivableStart of year $243,554$75,145
X-9 Prepaid expenses and deferred chargesStart of year $728,256$94,054
X-10c Land, buildings and equipment, netStart of year $30,526,954$32,097,499
X-11 Publicly traded securitiesStart of year $4,992,940$5,336,025
X-15 Other assetsStart of year $120,345$75,823
X-16 Total assetsStart of year $74,817,761$72,417,342
X-17 Accounts payable and accrued expensesStart of year $432,914$671,928
X-19 Deferred revenueStart of year $4,269,161$1,959,680
X-20 Tax-exempt bond liabilitiesStart of year $32,896,756$32,779,334
X-25 Other liabilitiesStart of year $482,631$123,212
X-26 Total liabilitiesStart of year $47,676,412$48,287,515
X-27 Net assets without donor restrictionsStart of year $15,452,442$14,170,765
X-28 Net assets with donor restrictionsStart of year $11,688,907$9,959,062
X-32 Total net assets or fund balancesStart of year $27,141,349$24,129,827
X-33 Total liabilities and net assetsStart of year $74,817,761$72,417,342
Part XI · Reconciliation of net assets $24,129,827 net assets at year end
XI-1 Total revenue$12,344,789
XI-2 Total expenses$15,507,640
XI-3 Revenue less expenses−$3,162,851
XI-4 Net assets at start of year$27,141,349
XI-5 Net unrealized gains (losses) on investments$151,329
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$24,129,827

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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