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Berkeley City Ballet FY2022 filing

Tax-deductible

Berkeley, CA501(c)(3)Since 1974Arts & Culture EIN 94-2264339Revenue $235K in FY2022

On file with the IRSberkeleycityballet.org1800 Dwight Way, 94703-1958 · Berkeley, CATax-exempt since Dec 1974Publicly supported — 509(a)(2)

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Ballet company and school

501(c)(3) charity; gifts are tax-deductible.
40¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
6 of 6
filings with a surplus
Average surplus $31K a year · 12% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
40%
of spending
Concern: 40% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 12.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$235K
+21% vs prior year
Spent
$170K
To programs
40%
Net assets
$278K
By yearFY2020–FY2025
Revenue
$235K
FY2022▲ +21%
Tap a bar for its year
Revenue by fiscal year
FY2020$261K
FY2021$193K
FY2022$235K
FY2023$291K
FY2024$268K
FY2025$320K
Expenses
$170K
FY2022▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$241K
FY2021$159K
FY2022$170K
FY2023$243K
FY2024$255K
FY2025$315K
Net assets
$278K
FY2022▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$186K
FY2021$229K
FY2022$278K
FY2023$325K
FY2024$347K
FY2025$356K

From the FY2022 Form 990 (year ending August 2022) · see the original

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You’re viewing the FY2022 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 1974.

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

Where the money goes

40 cents of each dollar spent went to programs.

Program services 40% · $67K Management & general 60% · $103K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 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
Gina Dailey
Director
$0Pt VII · Sec A
Amy Resner
Director
$0Pt VII · Sec A
$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 · $3K · in their own filed words · FY2021
01

Holiday Nutcracker Performance

$3Kprogram expense

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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$235K
Ln 12
Fees for servicesLn 2g$183K
Gifts and grantsLn 1h$46K
Investment incomeLn 3$6K
Money outPt IX
$170K
Ln 25
Programscol B$67K
Managementcol C$103K
Owns and owesPt X
$278K
net assets · Ln 32
Cash and savingsLn 1–2$176K
Total assetsLn 16$280K
LiabilitiesLn 26$3K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$46K
Government grantsLn 1e$31K
Fees for servicesLn 2g$183K
Investment incomeLn 3$6K
Other incomeLn 4–11$6
Total revenueLn 12$235K
Assets in detailPt X, end of year
CashLn 1$161K
SavingsLn 2$15K
Cash and savings togetherLn 1–2$176K
InvestmentsLn 11–13$75K
Land, buildings, equipmentLn 10c$30K
Total assetsLn 16$280K
LiabilitiesLn 26$3K
Net assetsLn 32$278K
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
LineStart FY22End FY22
Cash and savingsLn 1–2$148K$176K
InvestmentsLn 11–13$84K$75K
Land, buildings, equipmentLn 10c$31K$30K
Total assetsLn 16$263K$280K
LiabilitiesLn 26$35K$3K
Net assetsLn 32$229K$278K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$75K$60K$15K
Other salaries and wagesLn 7$39K$39K
Pension plan contributionsLn 8$2K$2K
Payroll taxesLn 10$9K$5K$5K
Other fees for servicesLn 11g$1$1
Advertising and promotionLn 12$2K$2K
OccupancyLn 16$19K$19K
Depreciation, depletion and amortizationLn 22$3K$108$3K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$11K$3K$8K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$170K$67K$103K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $320K$315K$5K$356K 990 PDF
FY2024 $268K$255K$13K$347K 990 PDF
FY2023 $291K$243K$48K$325K 990 PDF
FY2022 Viewing $235K$170K$64K$278K 990 PDF
FY2021 $193K$159K$34K$229K 990 PDF
FY2020 $261K$241K$21K$186K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $234,804 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $85,718$46,341
I-9 Program service revenuePrior year $105,033$182,505
I-10 Investment incomePrior year $2,587$5,952
I-11 Other revenuePrior year $0$6
I-12 Total revenuePrior year $193,338$234,804
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 $129,796$126,031
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $29,407$44,279
I-18 Total expensesPrior year $159,203$170,310
I-19 Revenue less expensesPrior year $34,135$64,494
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $234,804 across 7 lines filed
VIII-1e Government grants$31,492
VIII-1f All other contributions, gifts and grants$14,849
VIII-1h Total contributions, gifts and grants$46,341
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $182,505$182,505
VIII-3 Investment incomeExcluded from tax $5,952$5,952
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6$6
VIII-12 Total revenueRelated to mission $182,511 · Unrelated business $0 · Excluded from tax $5,952$234,804
Part IX · Statement of functional expenses $170,310 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 $39,469$39,469
IX-8 Pension plan contributionsManagement $2,250$2,250
IX-10 Payroll taxesPrograms $4,590 · Management $4,722$9,312
IX-11g Other fees for servicesManagement $1$1
IX-12 Advertising and promotionManagement $1,852$1,852
IX-16 OccupancyManagement $18,926$18,926
IX-22 Depreciation, depletion and amortizationPrograms $108 · Management $2,761$2,869
IX-23 InsuranceManagement $6,099$6,099
IX-24 Other expenses (24a–d)Programs $2,700 · Management $8,376$11,076
IX-24e All other expensesManagement $3,456$3,456
IX-25 Total functional expensesPrograms $67,398 · Management $102,912 · Fundraising $0$170,310
Part X · Balance sheet $280,466 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $134,693$160,784
X-2 Savings and temporary cash investmentsStart of year $13,162$14,964
X-10c Land, buildings and equipment, netStart of year $30,803$29,601
X-11 Publicly traded securitiesStart of year $84,434$75,117
X-16 Total assetsStart of year $263,092$280,466
X-17 Accounts payable and accrued expensesStart of year $3,064$2,553
X-25 Other liabilitiesStart of year $31,492$0
X-26 Total liabilitiesStart of year $34,556$2,553
X-32 Total net assets or fund balancesStart of year $228,536$277,913
X-33 Total liabilities and net assetsStart of year $263,092$280,466
Part XI · Reconciliation of net assets $277,913 net assets at year end
XI-1 Total revenue$234,804
XI-2 Total expenses$170,310
XI-3 Revenue less expenses$64,494
XI-4 Net assets at start of year$228,536
XI-9 Other changes in net assets−$15,117
XI-10 Net assets at end of year$277,913

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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