BERKELEY REPERTORY THEATRE Charity Report

Public IRS 990 nonprofit record

BERKELEY REPERTORY THEATRE

EIN 94-1679756 · Arts, Culture & Humanities (A650)

What they do

PLEASE SEE SCHEDULE O for THE COMPLETE MISSION STATEMENT.BERKELEY REPERTORY THEATRE CREATES AMBITIOUS THEATRE THAT ENTERTAINS and CHALLENGES ITS AUDIENCES, PROVOKES CIVIC ENGAGEMENT, and INSPIRES PEOPLE to EXPERIENCE THE WORLD IN NEW and SURPRISING WAYS. KNOWN for ITS CORE VALUES of STORYTELLING, RIGOR, INNOVATION, EQUITY, DISCOVERY, and SUSTAINABILITY, BERKELEY REP DRAWS THEATRE ARTISTS FROM AROUND THE COUNTRY and THE WORLD to PRODUCE AN ANNUAL SEVEN-PLAY SEASON and UP to FOUR ADDITIONAL SPECIAL EVENT PRESENTATIONS THAT INVITE AUDIENCES to ENJOY AN ECLECTIC RANGE of THEATRICAL EXPERIENCES FEATURING DIVERSE ARTISTIC VOICES, THEMES, and PERSPECTIVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders42 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

93.67%of revenue went to mission work85.3% of expenses · Program services

7.18%of revenue went to fundraising6.5% of expenses

$109.75spent for every $100 of revenueSpending was higher than revenue this year.

8.90%of revenue went to management and office costs8.1% of expenses

$3.72in assets for every $1 spent this yearSome assets cannot be spent right away.

39.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,068,286 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $381,872 for JOHANNA PFAELZER (ARTISTIC DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$21,221,432

Mission workProgram services$19,877,51793.67% of revenue85.3% of expenses

ManagementOffice and general costs$1,887,6588.90% of revenue8.1% of expenses

FundraisingAsking for donations$1,524,5437.18% of revenue6.5% of expenses

Total expenses$23,289,718109.75% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.3% mission · 8.1% management · 6.5% fundraisingTotal expenses: 109.75% of revenue

2023Expense mix: 80.1% mission · 13.5% management · 6.4% fundraisingTotal expenses: 53.34% of revenue

2022Expense mix: 80.9% mission · 14.2% management · 4.9% fundraisingTotal expenses: 152.83% of revenue

2021Expense mix: 77.5% mission · 18.0% management · 4.5% fundraisingTotal expenses: 81.93% of revenue

2020Expense mix: 69.6% mission · 20.8% management · 9.5% fundraisingTotal expenses: 85.03% of revenue

2019Expense mix: 75.5% mission · 17.7% management · 6.9% fundraisingTotal expenses: 125.62% of revenue

2018Expense mix: 81.0% mission · 14.3% management · 4.7% fundraisingTotal expenses: 106.67% of revenue

2017Expense mix: 84.0% mission · 10.9% management · 5.1% fundraisingTotal expenses: 98.83% of revenue

Money in and money out

Revenue$21,221,432

Expenses$23,289,718

Annual shortfall $2,068,286 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,877,517 · 85.3% of expenses

Management and office costs$1,887,658 · 8.1% of expenses

Fundraising$1,524,543 · 6.5% of expenses

See all reported dollar amounts

Revenue$21,221,432

Expenses$23,289,718

Assets$86,521,661

Income$24,011,242

Contributions$8,477,791

Mission work (program services)$19,877,517

Fundraising$1,524,543

Grants given$165,251

Average grant$15,023

Management and general$1,887,658

Stocks and bonds$21,105,936

Accounting fees$108,725

Investing fees$50,595

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOHANNA PFAELZERARTISTIC DIRECTOR · 40 hrs/week $381,872Base $358,879 · Other $22,993

TOM PARRISHMANAGING DIRECTOR · 40 hrs/week $377,308Base $360,319 · Other $16,989

ARI LIPSKYDIRECTOR OF DEVELOPMENT · 40 hrs/week $192,480Base $186,921 · Other $5,559

VOLEINE AMILCARMARKETING DIRECTOR · 40 hrs/week $177,982Base $172,806 · Other $5,176

DAVID MENDIZABALASSOCIATE ARTISTIC DIRECTOR · 40 hrs/week $165,050Base $145,680 · Other $19,370

JARED HAMMONDFINANCE DIRECTOR (THRU 12/24) · 40 hrs/week $164,170Base $137,876 · Other $26,294

MODESTA TAMAYODIR OF HUMAN RESOURCES & DIVERSITY · 40 hrs/week $160,807Base $141,899 · Other $18,908

SARA DANIELSENGENERAL MANAGER · 40 hrs/week $157,090Base $152,536 · Other $4,554

AUDREY HOOPRODUCTION MANAGER · 40 hrs/week $155,444Base $141,349 · Other $14,095

LAURA FICHTENBERGASSOCIATE DIRECTOR OF DEVELOPMENT · 40 hrs/week $138,693Base $116,233 · Other $22,460

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (42)

JOHANNA PFAELZERARTISTIC DIRECTOR

TOM PARRISHMANAGING DIRECTOR

ARI LIPSKYDIRECTOR OF DEVELOPMENT

VOLEINE AMILCARMARKETING DIRECTOR

DAVID MENDIZABALASSOCIATE ARTISTIC DIRECTOR

JARED HAMMONDFINANCE DIRECTOR (THRU 12/24)

MODESTA TAMAYODIR OF HUMAN RESOURCES & DIVERSITY

SARA DANIELSENGENERAL MANAGER

AUDREY HOOPRODUCTION MANAGER

LAURA FICHTENBERGASSOCIATE DIRECTOR OF DEVELOPMENT

SCOTT HABERTRUSTEE (THRU 8/25)

KRISTIN PACETRUSTEE

LEONARD ROSENBERGTREASURER

MARC BLAKEMANTRUSTEE (THRU 3/25)

SANDRA EGGERSGOVERNANCE COMM CHAIR

SANDRA MCCANDLESSTRUSTEE

WILLIAM ROGERSTRUSTEE

SHERRY SMITHVICE PRESIDENT/TRUSTEE

STEVEN GOLDINTRUSTEE

STEVEN WOLANSECRETARY

SUDHA PENNATHURVICE PRESIDENT

TED STOREYTRUSTEE

TODD RUBINTRUSTEE (THRU 7/25)

AIMEE BROWNTRUSTEE

CHRISTINA CROWLEYTRUSTEE

ALFREDO SILVAAUDIT COMMITTEE CHAIR

ALLAN SMITHTRUSTEE

ANNA BELLOMOTRUSTEE

BARBARA TOMBERTRUSTEE

BECKY SAEGERTRUSTEE

BILL ESPEYPRESIDENT

BRIAN WATTTRUSTEE

CARLOS VADILLOTRUSTEE

JUAN OLDHAMVP/FAC. COMM. CHAIR

CHRISTOPHER DOANETRUSTEE

CHUCK FANNINGTRUSTEE

EMILY SHANKSIMMEDIATE PAST PRESIDENT

GAIL WAGNERTRUSTEE

HENNING MATHEWINVESTMENT COMMITTEE CHAIR

JEFFREY CHURCHTRUSTEE

JILL FUGAROVP/GOV COMM. CHAIR

JON LOGANTRUSTEE

About this charity

Recognized since: January 1969
Location: 999 HARRISON STREET, BERKELEY, CA 94710
County: Alameda
In care of: LEONARD ROSENBERG
Primary officer: LEONARD ROSENBERG, TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@berkeleyrep.org Phone(510) 647-2900

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Arts, Culture & Humanities (A650)
Grant-giving organization: Yes