Producers Associates FY2020 filing

Tax-deductible

Oakland, CA501(c)(3)UnclassifiedEIN 94-1688232

Producers Associates offers affordable family entertainment We present both familiar and much loved Broadway musicals that are a delight for loyal theatre goers and more innovative and unusual works that bring a new audience to live theatre

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$156K 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 $51K a year · 7% 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
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$156K
to officers and key staff · 48% of spending
Concern: pay to officers and key staff is 48% of spending; over 30%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 16.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$92K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 7 voting members
Looks good: 4 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$564K
Spent
$323K
To programs
100%
Net assets
$654K
By yearFY2020–FY2025
Revenue
$564K
FY2020
Revenue by fiscal year
FY2020$564K
FY2021$481K
FY2022$373K
FY2023$796K
FY2024$903K
FY2025$1.4M
Expenses
$323K
FY2020
Expenses by fiscal year
FY2020$323K
FY2021$418K
FY2022$691K
FY2023$824K
FY2024$933K
FY2025$1.0M
Net assets
$654K
FY2020
Net assets by fiscal year
FY2020$654K
FY2021$678K
FY2022$360K
FY2023$332K
FY2024$302K
FY2025$682K

From the FY2020 Form 990 (year ending September 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 Dec 1969.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $323K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990; $156K 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
Vice-President
$85,340Pt VII · Sec A
$70,900Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jody Jaron$102,350$101,550$108,282$67,986$12,000—
Joel Schlader$105,062$92,063$93,984$106,151$90,062$85,340
Harriet Schlader$55,000$52,800$52,800$62,200$66,900$70,900
David Flack$5,000$5,000$5,000$5,000——
Blake Hennessy York$4,000$2,000$2,000$1,500——

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.

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Presents affordable Broadway musicals and innovative live theatre for all audiences.

Provided by the organization

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1 program service account for $323K of program spending, described in the organization's own filed words · FY2019.
01

Providing family entertainment and much loved Broadway musicals and more innovative works to attract new audiences to live theatre

$323Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$564K
Ln 12
Gifts and grantsLn 1h$365K
Fees for servicesLn 2g$195K
Other incomeLn 4–11$4K
Money outPt IX
$323K
Ln 25
Programscol B$323K
Owns and owesPt X
$654K
net assets · Ln 32
Cash and savingsLn 1–2$433K
Total assetsLn 16$747K
LiabilitiesLn 26$92K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$365K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$195K
Investment incomeLn 3$21
Other incomeLn 4–11$4K
Gains on assetsLn 7$0
Total revenueLn 12$564K
Assets in detailPt X, end of year
CashLn 1$320K
SavingsLn 2$113K
Cash and savings togetherLn 1–2$433K
InvestmentsLn 11–13$201K
Land, buildings, equipmentLn 10c$75K
Total assetsLn 16$747K
LiabilitiesLn 26$92K
Net assetsLn 32$654K
OperationsPt I, VI
EmployeesI 556
VolunteersI 675
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$422K$433K
InvestmentsLn 11–13$867$201K
Land, buildings, equipmentLn 10c$80K$75K
Total assetsLn 16$506K$747K
LiabilitiesLn 26$92K$92K
Net assetsLn 32$413K$654K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$114K$114K$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$51K$51K$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$9K$9K$0$0
Payroll taxesLn 10$15K$15K$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$53K$53K$0$0
Office expensesLn 13$2K$2K$0$0
Information technologyLn 14$805$805$0$0
RoyaltiesLn 15$2K$2K$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$5K$5K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$4K$4K$0$0
InterestLn 20$2K$2K$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$5K$5K$0$0
InsuranceLn 23$5K$5K$0$0
Other expenses (24a–d)Ln 24$55K$55K$0$0
Total functional expensesLn 25$323K$323K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.0M$380K$682K 990 PDF
FY2024 $903K$933K−$30K$302K 990 PDF
FY2023 $796K$824K−$28K$332K 990 PDF
FY2022 $373K$691K−$318K$360K 990 PDF
FY2021 $481K$418K$63K$678K 990 PDF
FY2020 Viewing $564K$323K$241K$654K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $564,050 across 16 lines filed
Lines not itemized here account for $401 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$364,570
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$364,570
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $195,153 · Unrelated business $0 · Excluded from tax $0$195,153
VIII-3 Investment incomeRelated to mission $21 · Unrelated business $0 · Excluded from tax $0$21
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $3,405 · Unrelated business $0 · Excluded from tax $0$3,405
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $500 · Unrelated business $0 · Excluded from tax $0$500
VIII-12 Total revenueRelated to mission $199,480 · Unrelated business $0 · Excluded from tax $0$564,050
Part IX · Statement of functional expenses $322,860 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $113,652 · Management $0 · Fundraising $0$113,652
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $51,382 · Management $0 · Fundraising $0$51,382
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $8,927 · Management $0 · Fundraising $0$8,927
IX-10 Payroll taxesPrograms $14,824 · Management $0 · Fundraising $0$14,824
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $52,743 · Management $0 · Fundraising $0$52,743
IX-13 Office expensesPrograms $2,345 · Management $0 · Fundraising $0$2,345
IX-14 Information technologyPrograms $805 · Management $0 · Fundraising $0$805
IX-15 RoyaltiesPrograms $2,093 · Management $0 · Fundraising $0$2,093
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $4,710 · Management $0 · Fundraising $0$4,710
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $4,271 · Management $0 · Fundraising $0$4,271
IX-20 InterestPrograms $1,754 · Management $0 · Fundraising $0$1,754
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $4,708 · Management $0 · Fundraising $0$4,708
IX-23 InsurancePrograms $5,252 · Management $0 · Fundraising $0$5,252
IX-24 Other expenses (24a–d)Programs $55,394 · Management $0 · Fundraising $0$55,394
IX-25 Total functional expensesPrograms $322,860 · Management $0 · Fundraising $0$322,860
Part X · Balance sheet $746,697 assets, 21 lines filed
Asset lines not itemized here account for $2,512; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $247,359$320,189
X-2 Savings and temporary cash investmentsStart of year $174,182$113,153
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year −$1,530$35,086
X-10c Land, buildings and equipment, netStart of year $79,606$74,898
X-11 Publicly traded securitiesStart of year $867$859
X-12 Other securitiesStart of year $0$200,000
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-16 Total assetsStart of year $505,507$746,697
X-17 Accounts payable and accrued expensesStart of year $33,418$27,091
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $52,637$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$65,063
X-26 Total liabilitiesStart of year $92,286$92,286
X-32 Total net assets or fund balancesStart of year $413,221$654,411
X-33 Total liabilities and net assetsStart of year $505,507$746,697
Part XI · Reconciliation of net assets $654,411 net assets at year end
XI-1 Total revenue$564,050
XI-2 Total expenses$322,860
XI-3 Revenue less expenses$241,190
XI-4 Net assets at start of year$413,221
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$654,411

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

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