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Berkeley City Ballet FY2023 filing

Tax-deductible

Berkeley, CA501(c)(3)Since 1974Arts & Culture EIN 94-2264339Revenue $291K in FY2023

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.
28¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
28%
of spending
Concern: 28% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Plus $278K in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
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
$4K
1% 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
$291K
+24% vs prior year
Spent
$243K
To programs
28%
Net assets
$325K
By yearFY2020–FY2025
Revenue
$291K
FY2023▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$261K
FY2021$193K
FY2022$235K
FY2023$291K
FY2024$268K
FY2025$320K
Expenses
$243K
FY2023▲ +43%
Tap a bar for its year
Expenses by fiscal year
FY2020$241K
FY2021$159K
FY2022$170K
FY2023$243K
FY2024$255K
FY2025$315K
Net assets
$325K
FY2023▲ +17%
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 FY2023 Form 990 (year ending August 2023) · see the original

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You’re viewing the FY2023 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

28 cents of each dollar spent went to programs.

Program services 28% · $68K Management & general 72% · $175K

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 (FY2022); the FY2023 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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3 programs · $3K · in their own filed words · FY2022
01

Holiday Nutcracker Performance

$3Kprogram expense
02

Summer Workshop

$398program expense
03

Spring Concert

$155program 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$291K
Ln 12
Fees for servicesLn 2g$189K
Gifts and grantsLn 1h$98K
Investment incomeLn 3$4K
Money outPt IX
$243K
Ln 25
Programscol B$68K
Managementcol C$175K
Owns and owesPt X
$325K
net assets · Ln 32
Cash and savingsLn 1–2$22K
Total assetsLn 16$329K
LiabilitiesLn 26$4K
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$98K
Government grantsLn 1e$65K
Fees for servicesLn 2g$189K
Investment incomeLn 3$4K
Total revenueLn 12$291K
Assets in detailPt X, end of year
CashLn 1$15K
SavingsLn 2$8K
Cash and savings togetherLn 1–2$22K
InvestmentsLn 11–13$278K
Land, buildings, equipmentLn 10c$28K
Total assetsLn 16$329K
LiabilitiesLn 26$4K
Net assetsLn 32$325K
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 FY23End FY23
Cash and savingsLn 1–2$176K$22K
InvestmentsLn 11–13$75K$278K
Land, buildings, equipmentLn 10c$30K$28K
Total assetsLn 16$280K$329K
LiabilitiesLn 26$3K$4K
Net assetsLn 32$278K$325K
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$50K$50K
Pension plan contributionsLn 8$2K$2K
Payroll taxesLn 10$10K$5K$6K
Other fees for servicesLn 11g$105$105
Advertising and promotionLn 12$4K$4K
OccupancyLn 16$72K$72K
Depreciation, depletion and amortizationLn 22$2K$123$2K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$16K$3K$14K
All other expensesLn 24e$4K$553$3K
Total functional expensesLn 25$243K$68K$175K$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 Viewing $291K$243K$48K$325K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $291,346 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $46,341$98,337
I-9 Program service revenuePrior year $182,505$189,152
I-10 Investment incomePrior year $5,952$3,857
I-11 Other revenuePrior year $6$0
I-12 Total revenuePrior year $234,804$291,346
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 $126,031$137,405
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $44,279$105,958
I-18 Total expensesPrior year $170,310$243,363
I-19 Revenue less expensesPrior year $64,494$47,983
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 $291,346 across 6 lines filed
VIII-1e Government grants$65,000
VIII-1f All other contributions, gifts and grants$33,337
VIII-1h Total contributions, gifts and grants$98,337
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $189,152$189,152
VIII-3 Investment incomeExcluded from tax $3,857$3,857
VIII-12 Total revenueRelated to mission $189,152 · Unrelated business $0 · Excluded from tax $3,857$291,346
Part IX · Statement of functional expenses $243,363 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 $49,883$49,883
IX-8 Pension plan contributionsManagement $2,250$2,250
IX-10 Payroll taxesPrograms $4,590 · Management $5,682$10,272
IX-11g Other fees for servicesManagement $105$105
IX-12 Advertising and promotionManagement $4,065$4,065
IX-16 OccupancyManagement $72,293$72,293
IX-22 Depreciation, depletion and amortizationPrograms $123 · Management $2,372$2,495
IX-23 InsuranceManagement $6,767$6,767
IX-24 Other expenses (24a–d)Programs $2,885 · Management $13,531$16,416
IX-24e All other expensesPrograms $553 · Management $3,264$3,817
IX-25 Total functional expensesPrograms $68,151 · Management $175,212 · Fundraising $0$243,363
Part X · Balance sheet $328,953 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $160,784$14,540
X-2 Savings and temporary cash investmentsStart of year $14,964$7,782
X-10c Land, buildings and equipment, netStart of year $29,601$28,273
X-11 Publicly traded securitiesStart of year $75,117$278,358
X-16 Total assetsStart of year $280,466$328,953
X-17 Accounts payable and accrued expensesStart of year $2,553$3,504
X-26 Total liabilitiesStart of year $2,553$3,504
X-32 Total net assets or fund balancesStart of year $277,913$325,449
X-33 Total liabilities and net assetsStart of year $280,466$328,953
Part XI · Reconciliation of net assets $325,449 net assets at year end
XI-1 Total revenue$291,346
XI-2 Total expenses$243,363
XI-3 Revenue less expenses$47,983
XI-4 Net assets at start of year$277,913
XI-9 Other changes in net assets−$447
XI-10 Net assets at end of year$325,449

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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