Berkeley City Ballet: FY2021 Nonprofit Profile & Form 990 (EIN 94-2264339)

Revenue by fiscal year
FY2020	$261K
FY2021	$193K
FY2022	$235K
FY2023	$291K
FY2024	$268K
FY2025	$320K

Expenses by fiscal year
FY2020	$241K
FY2021	$159K
FY2022	$170K
FY2023	$243K
FY2024	$255K
FY2025	$315K

Net assets by fiscal year
FY2020	$186K
FY2021	$229K
FY2022	$278K
FY2023	$325K
FY2024	$347K
FY2025	$356K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1974.

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

Where the money goes

41 cents of each dollar spent went to programs.

41%

59%

Program services 41% · $65K Management & general 59% · $95K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Thomas a Maier

President/Director

$0Pt VII · Sec A

Amy Nieman

Director

$0Pt VII · Sec A

Erin O'Keeffe

Secretary/Director

$0Pt VII · Sec A

Jack McPhail

Treasurer/Director

$0Pt VII · Sec A

Peter Konz

Director

$0Pt VII · Sec A

See Berkeley City Ballet executive salaries →

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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 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Berkeley City Ballet is an arts and culture nonprofit based in Berkeley, CA, formed in 1974.

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Provided by the organization

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1 program · in their own filed words · FY2020

01

Holiday Nutcracker Performance -- suspended due to COVID pandemic

Pt IX · col B

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

Donor Advised Charitable Giving INCFY2024$20K

Total grants receivedfrom 1 funder$20K

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$193K

Ln 12

Fees for servicesLn 2g$105K

Gifts and grantsLn 1h$86K

Investment incomeLn 3$3K

Money outPt IX

$159K

Ln 25

Programscol B$65K

Managementcol C$95K

Owns and owesPt X

$229K

net assets · Ln 32

Cash and savingsLn 1–2$148K

Total assetsLn 16$263K

LiabilitiesLn 26$35K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$86K

Government grantsLn 1e$46K

Fees for servicesLn 2g$105K

Investment incomeLn 3$3K

Total revenueLn 12$193K

Assets in detailPt X, end of year

CashLn 1$135K

SavingsLn 2$13K

Cash and savings togetherLn 1–2$148K

InvestmentsLn 11–13$84K

Land, buildings, equipmentLn 10c$31K

Total assetsLn 16$263K

LiabilitiesLn 26$35K

Net assetsLn 32$229K

OperationsPt I, VI

EmployeesI 512

VolunteersI 615

Fiscal year endsHeaderAugust

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$110K	$148K
InvestmentsLn 11–13	$73K	$84K
Land, buildings, equipmentLn 10c	$34K	$31K
Total assetsLn 16	$217K	$263K
LiabilitiesLn 26	$32K	$35K
Net assetsLn 32	$186K	$229K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$75K	$60K	$15K
Other salaries and wagesLn 7	$43K		$43K
Pension plan contributionsLn 8	$2K		$2K
Payroll taxesLn 10	$9K	$5K	$5K
Other fees for servicesLn 11g	$30		$30
Advertising and promotionLn 12	$290		$290
OccupancyLn 16	$12K		$12K
Depreciation, depletion and amortizationLn 22	$3K	$108	$3K
InsuranceLn 23	$7K		$7K
Other expenses (24a–d)Ln 24	$6K		$6K
All other expensesLn 24e	$198		$198
Total functional expensesLn 25	$159K	$65K	$95K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$320K	$315K	$5K	$356K	990 PDF
FY2024	$268K	$255K	$13K	$347K	990 PDF
FY2023	$291K	$243K	$48K	$325K	990 PDF
FY2022	$235K	$170K	$64K	$278K	990 PDF
FY2021 Viewing	$193K	$159K	$34K	$229K	990 PDF
FY2020	$261K	$241K	$21K	$186K	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 FY2021 990 (6 parts)

Part I · Summary $193,338 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $74,254$85,718

I-9 Program service revenuePrior year $158,730$105,033

I-10 Investment incomePrior year $1,320$2,587

I-11 Other revenuePrior year $26,837$0

I-12 Total revenuePrior year $261,141$193,338

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $153,320$129,796

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $87,190$29,407

I-18 Total expensesPrior year $240,510$159,203

I-19 Revenue less expensesPrior year $20,631$34,135

Part VI · Governance 6 of 6 board members independent, 4 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $193,338 across 6 lines filed

VIII-1e Government grants$46,495

VIII-1f All other contributions, gifts and grants$39,223

VIII-1h Total contributions, gifts and grants$85,718

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $105,033$105,033

VIII-3 Investment incomeExcluded from tax $2,587$2,587

VIII-12 Total revenueRelated to mission $105,033 · Unrelated business $0 · Excluded from tax $2,587$193,338

Part IX · Statement of functional expenses $159,203 across 11 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $60,000 · Management $15,000$75,000

IX-7 Other salaries and wagesManagement $43,113$43,113

IX-8 Pension plan contributionsManagement $2,250$2,250

IX-10 Payroll taxesPrograms $4,590 · Management $4,843$9,433

IX-11g Other fees for servicesManagement $30$30

IX-12 Advertising and promotionManagement $290$290

IX-16 OccupancyManagement $12,389$12,389

IX-22 Depreciation, depletion and amortizationPrograms $108 · Management $3,119$3,227

IX-23 InsuranceManagement $6,799$6,799

IX-24 Other expenses (24a–d)Management $6,474$6,474

IX-24e All other expensesManagement $198$198

IX-25 Total functional expensesPrograms $64,698 · Management $94,505 · Fundraising $0$159,203

Part X · Balance sheet $263,092 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $98,967$134,693

X-2 Savings and temporary cash investmentsStart of year $11,361$13,162

X-10c Land, buildings and equipment, netStart of year $34,029$30,803

X-11 Publicly traded securitiesStart of year $73,139$84,434

X-16 Total assetsStart of year $217,496$263,092

X-17 Accounts payable and accrued expensesStart of year $459$3,064

X-25 Other liabilitiesStart of year $31,495$31,492

X-26 Total liabilitiesStart of year $31,954$34,556

X-32 Total net assets or fund balancesStart of year $185,542$228,536

X-33 Total liabilities and net assetsStart of year $217,496$263,092

Part XI · Reconciliation of net assets $228,536 net assets at year end

XI-1 Total revenue$193,338

XI-2 Total expenses$159,203

XI-3 Revenue less expenses$34,135

XI-4 Net assets at start of year$185,542

XI-9 Other changes in net assets$8,859

XI-10 Net assets at end of year$228,536

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Berkeley City Ballet FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Berkeley City Ballet

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV