BERKELEY REPERTORY THEATRE

EIN: 941679756 501(c)(3) Arts, Culture & Humanities

BERKELEY, CA

Total Revenue
$21,221,432
Total Expenses
$23,289,718
Total Assets
$86,521,661
Net Assets
$41,390,405
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
CA
Principal Officer
TOM PARRISH
Phone
5106472900
Tax Period
2024-09-01 to 2025-08-31

BERKELEY REPERTORY THEATRE, founded in 1968, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $21.2M in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $17,191,905 Revenue: $10,652,093

MAINSTAGE PRODUCTIONS: BERKELEY REPERTORY THEATRE OPENED ITS 2024/25 SEASON WITH THE WEST COAST PREMIERE OF THE ELECTRIFYING LIVE-LOOPED MUSICAL "MEXODUS" FROM MULTITALENTED CREATORS BRIAN QUIJADA...

Read more

MAINSTAGE PRODUCTIONS: BERKELEY REPERTORY THEATRE OPENED ITS 2024/25 SEASON WITH THE WEST COAST PREMIERE OF THE ELECTRIFYING LIVE-LOOPED MUSICAL "MEXODUS" FROM MULTITALENTED CREATORS BRIAN QUIJADA AND NYGEL D. ROBINSON, WHICH SUBSEQUENTLY TRANSFERRED OFF-BROADWAY, FOLLOWED BY THE WEST COAST PREMIERES OF MARY ZIMMERMAN'S "THE MATCHBOX MAGIC FLUTE AND JOCELYN BIOH'S "JAJA'S AFRICAN HAIR BRAIDING." IN FEBRUARY 2025, WE DEBUTED THE WORLD PREMIERE OF "THE THING ABOUT JELLYFISH," A VISUALLY STUNNING ADAPTATION BY KEITH BUNIN OF ALI BENJAMIN'S NEW YORK TIMES BESTSELLING NOVEL, ALONGSIDE CONOR MCPHERSON'S ACCLAIMED ADAPTATION OF ANTON CHEKOV CLASSIC "UNCLE VANYA" FEATURING HUGH BONNEVILLE IN THE TITLE ROLE. "UNCLE VANYA" WAS A HUGE HIT WITH BERKELEY REP'S AUDIENCES, BREAKING THE HOUSE RECORD FOR (CONTINUED ON SCHEDULE O)THE PEET'S THEATRE. IN APRIL, WE FOLLOWED UP WITH ANOTHER PLAY THAT RESONATED DEEPLY WITH AUDIENCES, WELCOMING TECTONIC THEATER PROJECT'S "HERE THERE ARE BLUEBERRIES" BY MOISES KAUFMAN AND AMANDA GRONICH ONTO OUR RODA THEATRE STAGE. TO CLOSE OUT THE SEASON, WE PRODUCED THE WORLD PREMIERE OF "THE AVES," A NEW PLAY BY JIEHAE PARK. ALONGSIDE THESE PRODUCTIONS, BERKELEY REP PRESENTED SPECIAL LIMITED ENGAGEMENTS OF COMEDIAN W. KAMAU BELL WITH HIS NEW SHOW "WHO'S WITH ME AND DRAG SUPERSTAR SASHA VELOUR WITH HER SHOW "THE BIG REVEAL LIVE SHOW." OVER THE 352 INDIVIDUAL PERFORMANCES, BERKELEY REP WELCOMED 8,382 SUBSCRIBERS (A 4% INCREASE FROM THE PREVIOUS SEASON) AND A TOTAL OF 123,991 AUDIENCE MEMBERS.

Program 2
Expenses: $1,336,492 Revenue: $576,912

BERKELEY REP SCHOOL OF THEATRE: MARKING 40 YEARS OF ARTS EDUCATION AT BERKELEY REP, IN 2024/25, OUR SCHOOL OF THEATRE SERVED OVER 13,000 YOUTH AND LIFE-LONG LEARNERS THROUGH SCHOOL OF THEATRE...

Read more

BERKELEY REP SCHOOL OF THEATRE: MARKING 40 YEARS OF ARTS EDUCATION AT BERKELEY REP, IN 2024/25, OUR SCHOOL OF THEATRE SERVED OVER 13,000 YOUTH AND LIFE-LONG LEARNERS THROUGH SCHOOL OF THEATRE PROGRAMMING. A THROUGHLINE ACROSS OUR WORK THIS YEAR WAS A FOCUS ON DEEPENING CONNECTIONS WITH AND BETWEEN THE COMMUNITIES WE SERVE, GROWING EXISTING RELATIONSHIPS WITH SCHOOL PARTNERS, CONNECTING YOUNG PEOPLE THROUGH STORYTELLING, AND BUILDING POINTS OF CONNECTION BETWEEN OUR TEEN LEADERS AND MAINSTAGE AUDIENCE. THROUGH IN-SCHOOL RESIDENCIES, THE SCHOOL REACHED OVER 1,500 STUDENTS ACROSS 41 BAY AREA SCHOOLS, PROVIDING HIGH-QUALITY ARTS EDUCATION ACROSS THE REGION, INCLUDING SEVERAL TITLE 1 SCHOOLS. OUR STUDENT MATINEES WELCOMED OVER 1,400 MIDDLE AND HIGH SCHOOL STUDENTS TO ATTEND (CONTINUED ON SCHEDULE O) OUR MAINSTAGE PRODUCTIONS, AUGMENTED WITH PRE-SHOW WORKSHOPS AND POST-SHOW CONVERSATIONS WITH THE ARTISTS. WE HOSTED OUR THIRD ANNUAL HIGH SCHOOL THEATRE FESTIVAL, IN WHICH 115 STUDENTS FROM FOUR AREA HIGH SCHOOLS RECEIVED PRE-PROFESSIONAL TRAINING, AS WELL AS DEVISED AND SHOWCASED ONE-ACT PERFORMANCES TO NEARLY 250 AUDIENCE MEMBERS. OUR TEEN COUNCIL PROGRAMS ENGAGED NEARLY 600 PARTICIPANTS, RANGING FROM OUR TEEN LEADERSHIP COUNCIL'S POLICY AND ADVOCACY WORK TO THE SHEPHERDING OF THE WORK OF THE FOUR TEENAGE PLAYWRIGHTS IN OUR YOUNG WRITERS OF COLOR COLLECTIVE, CULMINATING IN A PUBLIC READING BY PROFESSIONAL ACTORS. OUR NEXT GENERATION FELLOWSHIP PROGRAM PROVIDED 13 EARLY-CAREER THEATER PROFESSIONALS WITH IMMERSIVE, HANDS-ON TRAINING AND MENTORSHIP OVER AN 11-MONTH PRE-PROFESSIONAL PROGRAM. AND, NEARLY 1,500 STUDENTS OF ALL AGES--YOUTH, TEEN, AND ADULT--EXPLORED HANDS-ON CREATIVE PRACTICE IN OVER 130 UNIQUE CLASSES AND SUMMER CAMPS OFFERED TO THE GENERAL PUBLIC.

Program 3
Expenses: $1,062,460

THE GROUND FLOOR: BERKELEY REP'S CENTER FOR THE CREATION AND DEVELOPMENT OF NEW WORK HAS GROWN INTO A NATIONALLY RECOGNIZED PROGRAM AND LEADING THEATRICAL INCUBATOR THAT HAS SERVED OVER 1,000 ARTISTS...

Read more

THE GROUND FLOOR: BERKELEY REP'S CENTER FOR THE CREATION AND DEVELOPMENT OF NEW WORK HAS GROWN INTO A NATIONALLY RECOGNIZED PROGRAM AND LEADING THEATRICAL INCUBATOR THAT HAS SERVED OVER 1,000 ARTISTS AND BEEN PART OF THE DEVELOPMENTAL JOURNEY OF HUNDREDS OF PROJECTS THAT HAVE APPEARED ON STAGES AT BERKELEY REP, ON BROADWAY, AND AROUND THE WORLD. SELECTED FROM NEARLY 800 APPLICANT PROJECTS, BERKELEY REP'S 2025 GROUND FLOOR SUMMER RESIDENCY LAB BROUGHT TOGETHER OVER 120 LOCAL AND NATIONAL ARTISTS OVER FOUR WEEKS TO DEVELOP 24 PROJECTS IN A FLEXIBLE, SUPPORTIVE ENVIRONMENT. ONE SUCH WORK WAS "MOTHER OF EXILES," WHICH WILL HAVE ITS WORLD PREMIERE AT BERKELEY REP IN THE 2025/26 SEASON. NEARLY 600 AUDIENCE MEMBERS ENGAGED WITH WORK-IN-PROGRESS SHOWINGS DURING THE SUMMER RESIDENCY LAB. (CONTINUED ON SCHEDULE O)THROUGH THE GROUND FLOOR, BERKELEY REP ALSO PRODUCED A PRE-BROADWAY WORKSHOP OF THE MUSICAL "GALILEO," WHICH PREMIERED AT BERKELEY REP IN THE 2023/24 SEASON, ALLOWING THE CREATIVE TEAM TO FURTHER REFINE THE PIECE. DUE TO THE ROBUST ARTISTIC DEVELOPMENT OFFERED THROUGH THE GROUND FLOOR, FIVE PRODUCTIONS DEVELOPED AND/OR PREMIERED BY BERKELEY REP HAVE GONE ON TO BROADWAY OR OFF-BROADWAY RUNS THIS YEAR, WITH OVER 100,000 AUDIENCE MEMBERS ATTENDING A BERKELEY REP PRODUCTION ON BROADWAY IN THE 2024/25 SEASON ("SWEPT AWAY AND "CULT OF LOVE").

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,477,791
Program Service Revenue $11,234,442
Investment Income $1,198,111
Other Revenue $311,088
TOTAL REVENUE $21,221,432

Expense Breakdown

Grants Paid $175,251
Salaries & Benefits $12,730,125
Fundraising Expenses $1,524,543
Program Expenses $19,877,517
Other Expenses $10,384,342
TOTAL EXPENSES $23,289,718

Year-over-Year Comparison

2024 2023 Change
Revenue $21,221,432 $42,873,857 -0.5%
Expenses $23,289,718 $22,870,673 +0.0%
Net Income $-2,068,286 $20,003,184 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
31
Independent Members
29
Employees
561
Volunteers
800

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$759,180
Total Directors
34
$759,180
Key Employees
3
$527,552
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHANNA PFAELZER ARTISTIC DIRECTOR 40.00
Officer Director
$358,879 $22,993 $381,872
TOM PARRISH MANAGING DIRECTOR 40.00
Officer Director
$360,319 $16,989 $377,308
BILL ESPEY PRESIDENT 2.00
Officer Director
$0 $0 $0
SUDHA PENNATHUR VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SHERRY SMITH VICE PRESIDENT/TRUSTEE 1.00
Officer Director
$0 $0 $0
JUAN OLDHAM VP/FAC. COMM. CHAIR 1.00
Officer Director
$0 $0 $0
LEONARD ROSENBERG TREASURER 1.00
Officer Director
$0 $0 $0
STEVEN WOLAN SECRETARY 1.00
Officer Director
$0 $0 $0
JILL FUGARO VP/GOV COMM. CHAIR 1.00
Officer Director
$0 $0 $0
EMILY SHANKS IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
SANDRA EGGERS GOVERNANCE COMM CHAIR 1.00
Director
$0 $0 $0
HENNING MATHEW INVESTMENT COMMITTEE CHAIR 1.00
Director
$0 $0 $0
ALFREDO SILVA AUDIT COMMITTEE CHAIR 1.00
Director
$0 $0 $0
ANNA BELLOMO TRUSTEE 1.00
Director
$0 $0 $0
MARC BLAKEMAN TRUSTEE (THRU 3/25) 1.00
Director
$0 $0 $0
AIMEE BROWN TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY CHURCH TRUSTEE 1.00
Director
$0 $0 $0
CHRISTINA CROWLEY TRUSTEE 1.00
Director
$0 $0 $0
CHRISTOPHER DOANE TRUSTEE 1.00
Director
$0 $0 $0
CHUCK FANNING TRUSTEE 1.00
Director
$0 $0 $0
STEVEN GOLDIN TRUSTEE 1.00
Director
$0 $0 $0
SCOTT HABER TRUSTEE (THRU 8/25) 1.00
Director
$0 $0 $0
JON LOGAN TRUSTEE 1.00
Director
$0 $0 $0
SANDRA MCCANDLESS TRUSTEE 1.00
Director
$0 $0 $0
KRISTIN PACE TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM ROGERS TRUSTEE 1.00
Director
$0 $0 $0
TODD RUBIN TRUSTEE (THRU 7/25) 1.00
Director
$0 $0 $0
BECKY SAEGER TRUSTEE 1.00
Director
$0 $0 $0
ALLAN SMITH TRUSTEE 1.00
Director
$0 $0 $0
TED STOREY TRUSTEE 1.00
Director
$0 $0 $0
BARBARA TOMBER TRUSTEE 1.00
Director
$0 $0 $0
CARLOS VADILLO TRUSTEE 1.00
Director
$0 $0 $0
GAIL WAGNER TRUSTEE 1.00
Director
$0 $0 $0
BRIAN WATT TRUSTEE 1.00
Director
$0 $0 $0
ARI LIPSKY DIRECTOR OF DEVELOPMENT 40.00
Key Emp
$186,921 $5,559 $192,480
VOLEINE AMILCAR MARKETING DIRECTOR 40.00
Key Emp
$172,806 $5,176 $177,982
SARA DANIELSEN GENERAL MANAGER 40.00
Key Emp
$152,536 $4,554 $157,090
DAVID MENDIZABAL ASSOCIATE ARTISTIC DIRECTOR 40.00
Highest
$145,680 $19,370 $165,050
JARED HAMMOND FINANCE DIRECTOR (THRU 12/24) 40.00
Highest
$137,876 $26,294 $164,170
MODESTA TAMAYO DIR OF HUMAN RESOURCES & DIVERSITY 40.00
Highest
$141,899 $18,908 $160,807
AUDREY HOO PRODUCTION MANAGER 40.00
Highest
$141,349 $14,095 $155,444
LAURA FICHTENBERG ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00
Highest
$116,233 $22,460 $138,693
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $21,221,432 $23,289,718 $86,521,661 $-2,068,286
2024 $42,873,857 $22,870,673 $88,470,986 $20,003,184
2023 $15,353,860 $23,465,209 $76,486,505 $-8,111,349
2022 $24,025,477 $19,684,486 $81,362,315 $4,340,991
2021 $11,370,014 $9,667,721 $78,284,133 $1,702,293
2020 $12,344,789 $15,507,640 $72,417,342 $-3,162,851
2019 $20,848,523 $22,239,696 $74,817,761 $-1,391,173
2018 $20,990,697 $20,745,705 $48,315,488 $244,992
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare BERKELEY REPERTORY THEATRE with other nonprofits in California and across the country.