Return of Organization Exemprt From lncome Tax

,",."990
Depdtment of the Treasury

Intsnal Revenue

o Tl [3K

Sflice

For the 2OO9 calendar

ctrect it

2009

Under section 5O1(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
The organization may have to use a copy of this return to satisfy state reporting requirements

to Public

Employer identification number

I lreturn
l---lTgmint-J ated
f-__lAmended
I rreturn

Telephone number

nApplrcaUIION

H(a) ls this a group return

for affiliates?

applicable:

f-----"1

Address
lchange

T---lName

L__l

77-

change

f-----llnitial

-07
Gross rrcoiDts $

pendrng

l-]Y."

l-xlruo

f_lYr" f_l

H(b) Are all affiliates included?

ruo
lf "No," attach a list. (see instructions)

number
State ot

Summary

Briefly describe the organization's mission or most significant activities:

"*
Numberof

2
3
4
5
6

(,

7a

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o
c
o

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PUBLIC THEATRICAL PERFORMANCES

BOLD AND DARING INTERPRETATIONS OF THE GREAT PLAYS

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votinsmembersof

thesoverninsbody(Partvl,linela) aFF,SEJVED

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l:l]i:il:::Iilff::::,ffLl"l,""l";) DEc 06
Total gross unrelated business revenue from Part Vlll, column (C), line

12

95

2olo

. .......

0.

Form 990-T, line 34 ...........

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,L91.
2.

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788 452.

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313 359.

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Undtr penalties of psjury, I dslae that I have examined this relurn, including accompaying $hedules md statments, ad to the best of my knowledge and beliel, it is tru6, cqrect
ild @mplete. Ddaation of prepas (othtr than ottics) is ba*d on all infdmalion of which prepas has any knowledg.

Sign
Here

EXECUTIVE
or orint name and title
Prepils's identifying numbq

(s@ instructions)

Paid

Pleparel's
Use 0nly

Phoneno.
e32ool

> ( 831

instructions.
SEE SCHEDULE O FOR ORGAI{IZATTON MISSION STATEMENT CONTINUATION

02-04-10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate

625-511L
Form

990 (2009)

' Form'es0(2ooe) PACIFIC REPERTORY THEAT'ER *'

1

2
3
4

77-0026957

Briefly describe the organization's mission:

THEATRICAL PERFORMANCES AND SPECIAL PROJECTS STAGED IN VARIOUS

MONTEREY COUNTY LOCATIONS. ARTISTS USE EXISTING SPACES OPERATED BY
THE ORGATiIIZATION FOR INDIVTDUAIJ, STUDIO AND CLASS USE.
Did the organization undertake any significant program services during the year which were not listed on
the orior Form 990 or 990-EZ?
lf "Yes," describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program services?..................
lf "Yes," describe these changes on Schedule O.
Describe the exempt purpose achievements for each of the organization's three largest program services by expenses.
Section 501 (c)(3) and 501(c)(4) organizations and section 4947(a){1) trusts are required to report the amount of grants and
allocations to others, the total expenses, and revenue, if any, for each program service reported.

4a

(Code:

4b

(Code:

) (Expenses $

including grants of $

) (Revenue $

4c

(Code:

) (Expenses $

including grants of $

4d

Other program services. (Describe in Schedule O.)

(Expenses $
includinq qrants of $
Totaf proqram service exoenses ) $
9 57

4e

Pase2

flyes lxl

ruo

l-_lY." [F}

ruo

)(Expenses$ 957,5L9. includinggrantsof $

)(Revenue$ 586,063.
THEATRICAL PERFORI.ANCES A}TD SPECIAL PROiIECTS STAGED IN VARIOUS MONTEREY
COI'NTY LOCATIONS. ARTISTS USE EXISTING SPACES OPERATED BY THE
ORGANIZATION FOR TNDIVIDUAL. STUDIO AIVD CTASS USE.

(Revenue $

) {Revenue $

, 5L9 .
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REPERTORY

THEATER 71500001

Forn/990

Checklist of

Schedules

ls the organization described in section 5O1 (c)(3) or 4947(a)(1) (other than a private foundation)?

lf "Yes," complete Schedule A

2
3

ls the organization required

Section 5O1(cX3) organizations. Did the organization engage in lobbying activities? lf "Yes," complete Schedule C, Part ll
Section 5O1(cX4), 5Ol(c{5), and 5O1(c)(6) organizations. ls the organization subiect to the section 6033(e) notice and

to complete Schedule B, Schedule of Contributors?

. ...........

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for

public office? lf "Yes," complete Schedule C, Paft I

5

...

reporting requirement and proxy tax? lf "Yes," complete Schedule C, Paft lll
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts? lf "Yes," complete Schedu/e D, Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedu/e D, ParT ll
Did the organization maintain collections of works of ad, historical treasures, or other similar assets? lf "Yes," complete
Schedule D, Parl lll
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide

x
x

x
x

credit counseling, debt management, credit repair, or debt negotiation services? lf "Yes," complete Schedule D, Part lV
Did the organization, directly or through a related organization, hold assets in term, permanent, or quasiendowments?
lf "Yes,' complete Schedule D, Paft V
ls the organization's answer to any of the following questions "Yes"? /f so, complete Schedule D, Parts Vl, Vll, Vlll, lX, or X
as applicable
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? lf "Yes," camplete Schedule D,

10
11

Part Vl.
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? lf "Yes," complete Schedu/e D, PartVIl.
Did the organization repoft an amount for investments - program related in Part X, line 13 that is

12

12A.
13

14a
b
15

5%o or more of its total

assets reported in Part X, line 16? lf "Yes," complete Schedule D, Part Vlll.
Did the organization report an amount for other assets in Part X, line 15 that is 5oZ or more of ils total assets reported in
Part X, line 16? lf "Yes," complete Schedule D, Part IX.
Did the organization report an amount for other liabilities in Part X, line 25? lf "Yes," complete Schedule D, Paft X.
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48? lf "Yes," complete Schedule D, Part X.
Did the organization obtain separate, independent audited financial statements for the tax yeafl lf "Yes," complete
Schedule D, Parts Xl, Xll, and Xlll.
Was the organization included in consolidated, independent audited financial statements for the tax year?
lf "Yes," completing Schedule D, Patls Xl, Xll, and Xlll is optional
ls the organization a school described in section 170(bxlXAX|D? lt "Yes," complete Schedule E .. .. ...
Did the organization maintain an office, employees, or agents outside of the United States?
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
and program service activities outside the United States? ll "Yes," complete Schedule F, Paft I
Did the organization report on Part lX, column (A), line 3, more than $5,000 of grants or assistance to any organization

or entity located outside the United States?

16
17
18
19

lf

'Yes," complete Schedule F, Paft

ll

Did the organization report on Part lX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals

located outside the United States? lf "Yes," complete Schedule F, Paft lll
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part lX,
column (A), lines 6 and 1 1e? lf "Yes," complete Schedule G, Part I
Did the organization report more than $15,000 total of tundraising event gross income and contributions on Part Vlll, lines
1c and 8a? lf "Yes," complete Schedule G, Part ll
Did the organization report more than $15,OOO of gross income from gaming activities on Part Vlll, line 9a? tf "Yes,"
complete Schedule G, Pan lil
the oroanizati

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Form990
(continued)
No
21

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part lX, column (A), line 1? lf "Yes," complete Schedule l, Parts I and ll

2.

Did the organization report more than $5,000 of grants and other assistance

to individuals in the United States on Part

x
lX,

column (A), line 2? lf "Yes," complete Schedule l, Parts I and lll

Did the organization answer "Yes" to Part Vll, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? lf "Yes," complete
Schedule J
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31 , 2OO2? lf "Yes," answer lines 24b through 24d and complete
Schedule K. lf 'No', go to line 25
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ......
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
25a Section sOf (cX3) and 501(c[4) organizations, Did the organization engage in an excess benefit transaction with a
disqualified person during the year? lf "Yes," complete Schedule L, Part I
b ls the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? lf "Yes," complete
Schedule L, Part I
% Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified
person outstanding as of the end of the organization's tax year? lf "Yes," complete Schedule L, Paft ll
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an individual? lf "Yes," complete

z3

AJ

Schedule L. Part lll

Was the organization a party to a business transaction with one of the following parties, (see Schedule L, Part lV

instructions for applicable filing thresholds, conditions, and exceptions):

lf "Yes," complete Schedule L, Part lV
b A family member of a current or former officer, director, trustee, or key employee? lf "Yes," complete Schedule L, Part lV ....
c An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) was
an officer, director, trustee, or direct or indirect owner? /f "Yes, " complete Schedule L, Part IV
m Did the organization receive more than $25,000 in non-cash contributions? lf "Yes,' complete Schedule M
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? lf 'Yes," complete Schedule M
a A current or former officer, director, trustee, or key employee?

31

Did the organization liquidate, terminate, or dissolve and cease operations?

lf "Yes," complete Schedule N, Part I

32

Did the organization sell, exchange, dispose of, or transfer more than 25Yo of its net assets?

3ts
g

lf

x
x
X

"Yes," complete

Schedule N. Paft II

Did the organization own 1Otr/o ol an entity disregarded as separate from the organization under Regulations
sections 3O1 .7701-2 and 301 .7701-3? lf "Yes," complete Schedule R, Part I

Was the organization related to any tax-exempt or taxable entity?

lf

"Yes," complete Schedule R, Pafts ll, lll, lV, and V, line

ls any related organization a controlled entity within the meaning of section 512(bX13)?

lf

37

38

"Yes," complete Schedule R, Part V, line 2

Section 50f (cX3) organizations. Did the organization make any transfers to an exempt non-charitable related organizaiion?
It "Yes,"
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? lf "Yes," complete Schedule R, Part Vl
Did the organization complete Schedule O and provide explanations in Schedule O for Part Vl, lines

1 and 19?

All Form 990 filers are reouired to

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77

Form990

1a

-0

Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of

U.S. lnformation Returns. Enter -0- if not applicable

b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?

2a

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return

lf at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. lf the sum of lines 1a and 2a is greater than 250, you may be required to e-file this return. (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?
b lf "Yes," has it filed a Form 990-T for this year? lf "No," provide an explanation in Schedule O

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?
lf "Yes," enter the name ot the foreign country: )
See the instructions for exceptions and filing requirements for Form fD F 90-22.1 , Report of Foreign Bank and
Financial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?,.
c lf "Yes," to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited
Tax Shelter Transaction?
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible?
lf "Yes," did the organization include with every solicilation an express statement that such contributions or gifts
were not tax deductible?

7
a
b
c

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services
provided to the payor?

lf "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required

to file Form 8282?

d
e

lf "Yes," indicate the number of Forms 8282 filed during the year
Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal
benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

For all contributions of qualified intellectual property, did the organization file Form 8899 as required?

h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1 098-C as required? .....
Sponsoring organizations maintaining donor advised lunds and section 509(a)t3) supporting organizations. Did the

supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings
at any time during the year?

Sponsoring organizations maintaining donor advised funds.

a

Did the organizalion make any taxable distributions under section 4966?...................

b Did the organization make a distribution to a donor, donor advisor, or related person?

Section 5O1(cX7) organizations. Enter:

10

lnitiation fees and capital contributions included on Part Vlll, line 12

b Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities
a
11

Section 501(c[12) organizations. Enter:

a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources againsl
amounts due or received from them.)

12a Section a9a7(aX1) non-exempt charitable trusts. ls the organization filing Form 990 in lieu of Form 1041 ?

the
Form

990

(2009)

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Form9s0(?00s) PACIFIC REPERTORY THEATER

77-0025957 page6
Pan I Governance, Management, and Disclosure For each "yes" response to |ines 2 through 7b betow, and for a "No" response

to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See r'nstructions-

Section A.

and

'la Enter the number of voting members of the governing body

b Enter the number of voting members that are independent
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee?
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person?
4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed?
5 Did the organization become aware during the year of a material diversion of the organization's assets?
6 Does the organization have members or stockholders? . . . .
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body?
b Are any decisions of the governing body sublect to approval by members, stockholders, or other persons?
_

Did the organization contemporaneously document the meetings held or written actions undertaken during the year
by the following:

The governing body?

b Each committee with authority to act on behalf of the governing body?
9 ls there any officer, director, trustee, or key employee listed in Part Vll, Section A, who cannot be reached at the
ion's
address? /f "Yes. "
the
Section B. Policies ffhis Section B
information about
the lnternal Revenue
a

Does the organization have local chapters, branches, or affiliates?

b lf "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11
1'tA Describe in Schedule O the process, if any, used by the organization to review this Form 990.
12a Does the organization have a written conflict of interest policy? lf "No," go to line 13
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
c Does the organization regularly and consistently monitor and enforce compliance with the policy? lf
in Schedule O how this is done
t3 Does the organization have a written whistleblower policy? . .....
Does the organization have a written document retention and destruction policy?
14
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official
b Other officers or key employees of the organization
lf "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.)
1Oa

Did the organization invest in, contribute assets to, or participate in a ioint venture or similar arrangement with a
taxable entity during the year?
b lf "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's

16a

ts?

Section G. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed )CA

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(cx3)s only) available for
public inspection. Indicate how you make these available. Check all that apply.

19

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization:

l--l

O*n

website [--l

Another's

website

fXl

upon request

PACIFIC REPERTORY THEATRE - 83L_622_07OO

MONTE VERDE BT!iIN. gTH & 9TH, CARMEL, CA 9392L

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form9so(?oog)
Vlll

77-0026957

pageT

Gompensation of Officers, Directors, Trustees, Key Employees, Highest Gompensated

Employees, and Independent Contractors

lPatt

Section

PACIFIC REPERTORY THEATER

A.

Officers. Directors. Trustees. Kev Emplovees. and Hiqhest ComDensated Emolovees

required to be listed. Report compensation for the calendar year ending with or within the organization's tax

la Complete this table for all persons

year. Use Schedule J-2 if additional space is needed.

e List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter-0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization's current key employees. See instructions for definition of "key employee."
. List the organization's five cunent highest compensated employees (other than an officer, director, lrustee, or key employee) who received reportable
compensation (Box 5 of Form W-2 andlor Box 7 of Form 1099-MISC) ol more than $100,000 from the organization and any related organizations.

. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
r List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;
and former such oersons.
current officer director or trustee
(A)

(B)

(c)

(D)

(E)

Name and Title

Average
nours
per

Position
(check all that apply)

Reportable

Reportable
compensation
from related
organizations
(w.2/1099-MrSC)

week

compensation
from
the
organization

(w-2l1099-MrSC)

tF)
Estimated

amount of
other
compensation
from the
organization
and related
organizations

TAMI qTIMMING
0.
SEAlil FLAVIN

0.
SAM LINDER

0.
ROBERT MULFORD
D

PHIL WOODWARD
0.

DIRECTOR

MERRILL TESLIE

0.
II{ANA MURRAY

0.
LEWTS LEADER

0.
KEN WHITE

0.
'JUDY FURIr{AN

0.

.fERRY LOOMIS

0.

JEAI$

HURD

0.

HARNET MITTELDORF
DIRECTOR
GIFFORD LEHI{AN

0.

GERRY VERGA
D

FLO SNYDER
D

DON HTLBURN
Form gSX) eoog)

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Form990

Section A.
(A)

(B)

(D)

(E)

(F)

Name and title

Average

Reportable

Reportable

Estimated

hours

compensation
from
the

compensatlon
from related
organizations
(w-2l1099-MrSC)

amount of
other
compensation
from the
organization
and related
organizations

per

week

organization

w-2/1099-MISC)

DIAIIE }{ALL
DIRECTOR
DIA}IA KITCHEN

DAVE NEE
CAROL ARMSTRONG
DIRECTOR
BETSY SHEA
DIRECTOR
BERNARD FURM,AN

BAIRD PITTIT.AN
DIRECTOR
STEPHEN MOORER
EXECUTIVE DIRECTOR

65.000.

lb
2

Total
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on
line 1a? lf "Yes," complete Schedule J for such individual

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? lt "Yes,' complete Schedule J for such individual
Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the

(c)

(A)
Name and business address

Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than
100.000 in

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excluded from
tax under
sections 512.
513. or 514

o
o

oo
E

o
o
o
E
o
-c

92

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.530.

990 lzoosi

71.5OOOO1

Formee0(200e) PACIFIC REPERTORY THEATER

i

77-0025957

page 10

Part lX iStatement of Functional Expenses

Section 5O1(cX3) and 5O1(cX4) organizations must complete all columns.

All other organizations must complete column (A) but are not required to complete columns
Do not include amounts reported on lines 6b,

7b,8b,9b, and 'l0b of Part Vlll.

Grants and other assistance to governments and

organizations in the U.S. See Part lV, line 21 ......

Grants and other assistance to individuals in

3
4

the U.S. See Part lY,line22

Grants and other assistance to governments,
organizations, and individuals outside the U.S.
See Part lV, lines 'l 5 and 16
Benefits oaid to or for members
Comoensation of current officers. directors.
trustees, and key employees

55.000.

58,270.

560.738.

4L0,232,

Compensation not included above, to disqualified

persons (as deiined under section 4958(f)(1)) and
persons described in section 4958(cX3XB)

Other salaries and wages

Pension plan contributions (include section 401(k)

and section 403(b) employer

contributions) .......

523.

Other employee benefits

9
10

Payroll taxes

11

Fees for services (non-employees):

a Managemenl

b Legal
c Accounting
d Lobbying
e Professional lundraising services. See Part lV, line

Investment management fees

s Other

97.082.

73.787

26.034.

L8 .497 .

537.

.436.

929.

rL .77 4.

4.
551.

Advertising and promotion

Office expenses...............

't2
13

Information technology ...

Royalties

14
15

16

Occupancy

17

Travel

18

Payments of travel or entertainment expenses

for any federal, state, or local public officials
Conferences, conventions, and meetings ......
lnterest
Payments to affiliates

19

n
21

2.

Depreciation, depletion, and amortization ......

Insurance

23
24

Other expenses. ltemize expenses not covered

above. (Expenses grouped together and labeled
miscellaneous may not exceed 5% of total
expenses shown on line 25 below.)

UTILTTIES

EQUIPMENT RENTAL & IiAIN

c INSURANCE
d BAIVK CHARGES & FEES

23

&

SETS

All other expenses

PROPS
Add lines 1 thr

Total

26

Joint costs. Check here

24t

14.108.

t.229 .286.

6s.056.

18 2L0.
L77 150.

il following

SOP 98-2. Complete this line only if the organization

reported in column (B) ioint costs from a combined

an0

rorm 99O

932010 02-04-10

13541112 758226 7150000

2OO9.O4O4O PACIFIC REPERTORY

THEATER

1zoo91

715OOOO1

REPER

THEATER
(B)
End of year

L4

.468.

504,993.
560.220.

L0.304.

1.153.980.

255

,452.
4.

rL .494.
o

.9

E
It
.g

225 .953 .

o
c,

o
g

-s
(!

o
t,tr

.247

o
o
o
o
o

zo

2.3t7 .73t.
rorm 9901zoos1

932011 02-04-10

1_354LLLZ

58226 7t50000

2OO9.O4O4O PACIFIC REPERTORY

THEATER

71-5OOOO1

12

Form 990

Financial Statements and

No
Accounting method used to prepare the Form 990: [-_l Cash f Xl Accrual f_l Otn"t
lf the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O
2a Were the organization's financial statements compiled or reviewed by an independent accountant?
b Were the organization's financial statements audited by an independent accountant?
c lf "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
lf the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
lf "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
consolidated basis, separate basis, or both:
fFl Separate basis [-l Consolidated basis l--l eotn consolidated and separate basis
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit

Act and OMB CircularA-133?

lf "Yes," did the organizalion undergo the required audit or audits? lf the organization did not undergo the required audit

rorm 990 lzoos;

932012 02-04-10

t354tt1-2 758226 7t50000

2OO9.O4040 PACIFIC REPERTORY THEATER

715OOOO1

SCI.'IEDULE A
(Form 99O or 99O-EZ)
Deptrtment ot the Treasury
lntqnal Revenue Sflice

OMB No. 1545-0047

Public Charity Status and Public Support

2009

Complete if the organization is a seciion s01(cxg) organization or a section

agaT(aX1) nonexempt charitable trust,
instructions.
) Attach to Form 99O or Form 99O-EZ. ) See

Open to Public

Inspection
Employer identification number

Name of the organization

tUS (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

f
2
3
4

l-_l
f]
n
f-l

5E
6E
7E
8fl

eTxl

fl

10
11

e cnurch, convention of churches, or association of churches described in section 17O(bX1XAXD.

A school described in section 17O(bXlXAXii). (Attach Schedule E.)
A hospital or a cooperative hospital service organization described in section 17O(bXlXAXiiD.
A medical research organization operated in coniunction with a hospital described in section 17O(bXlXAXiii). Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 17O(bXlXAXiv). (Complete Part ll.)

A federal, state, or local government or governmental unit described in section 17O(bXlXAXv).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 17O(bXlXAXvi). (Complete Part ll.)

A community trust described in section 17O(bXlXAXvi). (Complete Part ll.)
An organization that normally receives: (1) more than 33 1/3%o ot its support from contributions, membership fees, and gross receipts from

activities related to its exempt functions - subiect to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 51 1 tax) from businesses acquired by the organization after June 30, 'l975.
See section 5O9(aX2). (Complete Part lll.)
An organization organized and operated exclusively to test for public safety. See section 5O9(aX4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly suppoded organizations described in section 509(aX1) or section 509(a)(2). See section sOg(aXg). Check the box that
describes the type of supporting organization and complete lines 1 1e through 1 t hrype t
| Type lll -Other
a
b [---l rype ll
c | | Type lll - Functionally integrated
d|
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than
foundation managers and other than one or more publicly supported organizations described in section 509(aX1) or section 509(aX2).
lf the organization received a written determination from the IRS that it is a Type l, Type ll, or Type lll
supporting organization, check this box
Since August 17 , 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below,
the governing body of the supported organization?

l--l

"f_l
I
s

(ii)
(iiD

A family member of a person described in (i) above?

A 35% controlled entity of a person described in (i) or (ii) above?

Provide the following information about the supported organization(s).

(iii) Type of
organizalion
(described on li[es 'l-9
above or IRC section
{8ee instructions))

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for
Form 99O or 99O-EZ.

Schedule A (Form 99O or 99O-EZ) 2009

932021 02-08-10

r35471L2 758226 7L50000

2OO9. O4O4O PACIFTC REPERTORY

THEATER

715OOOO1

(Complete only if you checked the box on line 5, 7, or B of Part l.)

Section A. Public
Calendar year (or fiscal year beginning inp
I Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ......

Tax revenues levied for the organization's benefit and either paid to

The value of services or facilities

or expended on its behalf

furnished by a governmental unit to

the organization without charge ...

4
5

Total. Add lines'l through

3 .... .

The portion of total contributions

by each person (other than a

governmental unit or publicly

supported organization) included
on fine 1 that exceeds ZVo otlhe
amount shown on line 11,
column (f)

B. Total
Calendar year (or liscal year beginning

7
8

Amountsfrom line

in))

4 ............ .. . ..

Gross income from interest,

dividends, payments received on

securities loans, rents, royalties
and income from similar sources ,..
I Net income from unrelated business
activities, whether or not the
business is regularly carried on
1O Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part lV.)
1 1 Total support, Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions)
13 First five years. lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(cX3)
check this box

14
15

Public support percentage for 2009 (line 6, column (f) divided by line 11, column (0)
Public support percentage from 2008 Schedule A, Part ll, line 14

Yo

16a &3 1/39/o support test - 20(D.lf the organization did not check the box on line 13, and line 14 is 33 1/3o/o or more, check this box and

3 1/37o support test - 2OO8,lf the organization did not check a box on line 1 3 or 1 6a, and line 15 is 33

1/3o/o

or more, check this box

17a le/o -tacts-and-circumstances test - Zrcg.lf the organization did not check a box on line 13, 16a, or 16b, and line 14 is 1@/o ot morc,
and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part lV how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
.

> f]

b l(P/o -facts-and-circumstances test - 20o8.lf the organization did not check a box on line 1 3, 16a, 1 6b, or 1 7a, and line 15 is 1 0% or

1E

more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part lV how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
.. > L.l
Privatetoundation. lf theorqanizationdidnotcheckaboxonlinel3,'16a. 16b. l7a.or17b,checkthisboxandseeinstructions......... >f-_l
Schedule A (Form 99O or 99O-EZ) fi)9

s32022
o2-08-10

13541112 758225 7L50000

2OO9.O4O4O PACIFTC REPERTORY

THEATER

715OOOO1

2009 P

s Described in
Section A. Public
Calendar year (or liscal year beginning inp
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ......

3
4

Gross receipts from admissions,

merchandise sold or services performed, or facilities furnished in
any activity that is related to the

organization's tax-exempt purpose

Gross receipts from activities that
are not an unrelated trade or business under section
Tax revenues levied for the organization's benefit and either paid to
or expended on its behalf

The value of services or facilities

furnished by a governmental unit to

the organization without charge ...
Total. Add lines 1 through 5 . ..... .
7a Amounts included on lines 1.2. and
3 received from disqualified persons

Amounts included on lines 2 and 3 rrceived

trom oths tha disqualified p*sns that
exceed lhe greats ot $5,000 or 1% of the
amount on line 13 fd the yea .........-........

c Add lines 7a and 7b

Calendar year (or fiscal year beginning inp

I Amounts from line 6
1Oa Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources ...

4t 256.

b Unrelated business taxable income

(less section 51 1 taxes) from businesses

acquired after June 30, 1975

4t 256.

c Add lines 1 0a and 1 0b ...............

Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part lV.)

11

13

Total support (Add rines 9, 1oc,

'14 First five years,

Section C.
15 Public support

11,

ad

12.)

lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,

of Public

Percen

percentage for 2009 (line B, column (f) divided by line 13, column (f))

Public suooort oercentaoe from 2008 Schedule A. Part lll. line

Section D.
of Investment Income Percen
17 lnvestment income percentage for 2(X)g (line 10c, column (D divided by line 13, column (0)
18 Investment income percentage from 20@ Schedule A, Part lll, line 17

8s.33

o/o

54

Yo

19a33 1/3f/o support tests - Z)O9. lf the organization did not check the box on line '14, and line 15 is more than 33 1/3%, and line 17 is not
more than 93 1/3% , check this box and stop here. The organization qualifies as a publicly supported organization
. .. .....
b 33 1l!/o support tests - 2O08. lf the organization did not check a box on line 14 or line 1 9a, and line 1 6 is more than 33 113%o , and
line 18 is not more than 33 1/3%, check this box andstop here. The organization qualifies as a publicly supported organization
2O Private foundation. lf the oroanization did not check a box on line 14. 19a, or 19b. check this box and see instructions ........................

> |X}
> f-l
) L-l

Schedule A (Form 99O or 990-EZ) 20O9

932023 02-08-10

13541112 758226 7150000

2OO9.O4O4O PACIFIC REPERTORY

THEATER

715OOOO1.

Supplemental Financial Statements

Schedule D

(Form 99O)
Dep{tmenl ot the Treasury

2009

Gomplete if the organization answered "Yes," to Form 9!lO,

Part lV, line 6, 7, 8, 9, 10, 11, or 12.
instructions.
) Attach to Form 99O. > See

Open to Public

Inspection

Name of the organization

Employer identification number

Advised Funds or Other Similar Funds or Accounts.

Complete if the

answered "Yes" to Form 990. Part lV. line 6.

(b) Funds and other accounts
1

2
3
4

Total number at end of vear

Aggregate contributions to (during year)
Aggregate grants from (during year)

Aggregate value at end of year

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring

Conservation Easements.

f--l

no

answered "Yes" to Form 990. Part lV. line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).
I Preservation of land for public use (e.9., recreation or
I Preservation ol an historically important land area
| Protection of natural habitat
I Preservation of a certified historic structure

I
|
|

if the

l-.l y."

pleasure) |
I

| Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the lasl
day of the tax year.
Held at the End of the Tax Year

a Total number of conservation easements

b Total acreage restricted by conservation easements

c Number of conservation easements on a certified historic structure included in {a)
d Number of conservation easements included in (c) acquired afiet Bl17 /06
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year

4
5

6
7
8
9

Number of states where property subject to conservation easement is located

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of

violations, and enforcement of the conservation easements il holds?

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year )
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year ) g

I-_l yes

l-*l ro

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 17o(hX4XBXD
In Part XlV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the te).t of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.

Complete if the organization answered ''Yes" to Form 990, Part lV, line 8.
lf the organization elected, as permitted under SFAS 1 16, not to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XlV, the telt ol
the footnote to its financial statements that describes these items.
lf the organization elected, as permitted under SFAS '1 16, to report in its revenue statement and balance sheet works of art, historical treasures,
or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to

these items:

>$
>$

(i)

Revenues included in Form 990, Part Vlll, line 1

Assets included in Form 990, Part X
lf the organization received or held works ot art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 1 16 relating to these items:
Revenues included in Form 990, Part Vlll, line 1 ..,.......... .
Assets included in Form 990. Part X

(ii)

2
a
b

>$
>$

LHA For Privacy Act and Paperwork Reduction Act Notice, see the lnstructions for Form
s32051
02-01- 10

1,354LLt2 758225 7L50000

g9O.

Schedule D (Form 99O)

2009. O4O4O PACIFIC REPERTORY THEATER

2OO9

71.5OOOO1

scneoureDFormeeo)2oos

PACIFIC REPERTORY THEATER

77-0025957

Page2

f"onthr"d,

Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items

(check all that apply):

Pubtic exhibition
a

l--l
l--l
l--l

d f]
l--l
"

s"nourry research

Loan or exchange programs

oth"t

Preservation for future generations

c
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets

XlV.

funds rather than to

Escrow and Custodial Arrangements.

Complete if organization answered "Yes" to Form 990, Pat lV, line 9, or

reported an amount on Form 990, Pat X, Ine 21.

1a

ls the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included

lf 'Yes,' explain the arrangement in Part XIV and complete the following table:
Amount

c Beginning balance
d Additions during the year ..............
e Distributions during the

year

............

Ending balance

2a Did the organization include an amount on Form 990,

Prt

X, lne 21?

answered 'Yes" to Form 990, Pat lV, line 10.

if the

Beginning of year balance

b Contributions
c Net investment earnings, gains, and losses
d Grants or scholarships
e Other expenditures for facilities
and programs

1a

Administrative expenses

s End of year balance

Provide the estimated percentage of the year end balance held as:

a Board designated or quasi-endowment

b Permanent endowment

c Term endowment

%o

Vo

3a fue there endowment funds not in the possession of the organization that are held and administered for the organization
by:

(i)
b

unrelatedorganizations
(ai) related organizations
lf 'Yes' to 3{iD, are the related organizations listed as required on Schedule R?

lnvestments - Land

and

See Form 990 Pat X. Ine 10.

(d) Book value

Description of investment
1a Land

742.039.

742 039.

b Buildings

c Leasehold improvements
d Equipment
e Other

294,414.

292.2L0.
40 .304.

204.

t2t.

Schedule D (Form 99O)

932052

o2-01-10

2OOg

lnvestments - Other Securities.

See Form 99o, part X. tine 12.

(a) Description of security or category

(including name of security)

(c) Method of valuation:

Cost or end-of-year market value

Financial derivatives
Closely-held equity interests
Other

Form

Investments -

Related.

See Form
(c) Method of valuation:
Cost or end-of-year market value

(a) Description of investment type

ASSetS. See Form 990. Part X. line

15"

(a) Description

ITY

(b) Book value

992.

BOND

20

CONSTRUCTTON IN PROGRESS
BENEFICIAL INTERE

TY FOT'NDATION

56.

43 7L6.

Other Liabilities.

See Form 990. Part X. tine 25.

(a) Description of liability

1.

Federal income taxes

TED DEPRE

Form 990. Pan

2.

FIN 48 Footnote. ln Part XlV, provide the text ot the footnote to the organization's financial statements

that reports the organization's liability lor

uncertain tax positions under FIN 48.

932053

02-01-10

L3s4tLL2 7 58226 7150000

Schedule D (Form 99O) 20Og

2009.O4O4O PACIFIC REPERTORY THEATER 7l5OOOOT

Schedule D

2009

in Net Assets from Form 990 to Audited Financial Statements

1

2
3

4
5

6
7
8
9

Total revenue (Form 990, Part Vlll, column (A), line 12)
Total expenses (Form 990, Part lX, column (A), line 25)
Excess or (deficit) for the year. Subtract line 2 from line
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses . ....
Prior period adjustments ..

542 64s.

229 286.
1

78

Other (Describe in Part XlV.)

Reconciliation of Revenue per Audited Financial Statements With Revenue

58.
L7.
Return

542 54s.

Total revenue, gains, and other support per audited financial statements

4s8.

Total adiustments (net). Add lines 4 through 8

Amounts included on line 1 but not on Form 990. Part Vlll. line 12:
a Net unrealized gains on investments
b Donated services and use of facilities
c Recoveries of prior year grants

d Other (Describe in Part XlV.)

e Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part Vlll, line 12, but not on line 1:
a Investment exoenses not included on Form 990. Part Vlll. line 7b
b Other (Describe in Part XlV.)
c Add lines 4a and 4b

Reconciliation of

542 64s.

Audited Financial Statements With

Total expenses and losses per audited financial statements

Amounts included on line 1 but not on Form 990, Part lX, line 25:
a Donated services and use of facilities
b Prior year adjustments
c Other losses

d Other (Describe in Part XlV.)

3
4

e Add lines 2a through 2d

Subtract line 2e from line 1
Amounts included on Form 990, Part lX, line 25, but not on line 1:
a lnvestment expenses not included on Form 990, Part Vlll, line 7b

0.
.

..............

b Other (Describe in Part XlV.)

c Add lines 4a and 4b
Total
Add lines

23.

Information
Complete this part to provide the descriptions required for Part ll, lines 3, 5, and 9; Part lll, lines laand 4; Part lV, lines 1b and 2b; Part V, line 4; Part
X, line 2; Part Xl, line 8; Part Xll, lines 2d and 4b; and Part Xlll, lines 2d and 4b. Also complete this part to provide any additional information-

PI\!.T XI, LINE I - OTHER

AD.TUSTMENTS:

CASH TO ACCRUAL BASIS ADiIUSTMENT: 78458.

PART

XIII,

LINE 48 -

OTHER ADiIUSTMENTS:

DEPRECIATION ADIJUSTMENT: 23 .

Schedule D (Form 99O)

2OO9

932054

02-0 1-10

13s4LLL2 7 s8226 7150000

2OO9.O4O4O PACTFIC REPERTORY

THEATER

715OOOO1-

Supplemental Information Regarding

Fundraising or Gaming Activities

SCHEDULE G
(Form 990 or 99O-EZ)
Department of the Treasury
Intsnal Revenue Sflice

Complete if the organization answered "Yes" to Form ggo, Part lV, lines 17, '18, or 19,
or if the organization entered more than $15,000 on Form 99O-EZ, line 6a,

Name of the organization

Open To Public

Inspection

Employer identification number

Y
Fundraising Activities.

09

THEA

Complete if the organization answered "Yes" to Form 990, Part lV, line 17. Form 990-EZ filers are nor

required to complete this part.

lndicate whether the organization raised funds through any of the following activities. Check all that apply.
[-_l f,,|"it solicitations
e | | Solicitation of non-government grants
b I I Internet and email solicitations
f I I Solicitation of government grants
c | | Phone solicitations
9 l--l Special fundraising events
d | | ln-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or
key employees listed in Form 990, Part Vll) or entity in connection with professional fundraising services?
f_-] Y""
b lf "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
a

[--l

ruo

compensated at least $5,000 by the organization.

(vi) Amount paid
to (or retained by)
oroanzatron

(i) Name of individual

or entity (fundraiser)

List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 99O-EZ.

Schedule G (Form 990 or 990-EZ) 2009

s32081 02-03-10

L354LLL2 758226 7L50000

2009. O4O4O PACIFIC REPERTORY THEATER

715OOOO1.

IFI
Complete if the organization answered "Yes" to Form 990, Part tV, line 18, or reported more than $15,000
lnan $5,000.
on Form 990-EZ, lrne ba, List events with gross receipts
(a) Event #1
(c) Other events
(b) Event #2
(d) Total events
(add col. {a) through
1
SPRING EVENI JTIMMER EVENT
cot. (c))
(event type)
(event type)
(total number)

o
f,

o
o
(r

o
(l,
o
o
x

Llj

.g

Gross receipts

Less: Charitable contributions

Gross income (line 1 minus line 2)

Cash

Noncash prizes ......

Renvfacility costs ...

Food and beverages

I
9
lO

64.070.
54.070.

7L

.504.

.7 43.

L44.3t7

.7 43.

8,743

7]-.504.

35,574

prizes ............

Entertainment

Otherdirect expenses ..............................

Direct expense summary. Add lines 4 throuqf

24

11 Net income
Part lll I (

,9L4

730

8.400

43.044
43,044

in column (d)

summary. Combine line 3. columr (d). and line 10

. Complete if the organization answered "Yes" to Form gg0, Part lV, line 19, or reported more than

>

$15,000 on Form 990-EZ, line 6a.

(d) Total gaming (add
. (a) through col. (c)

c)
q)

(ro

o
(l)
o
c
o

uJ
C)

i5

Enter the state(s) in which the organization operates gaming activities:

CA

a ls the organization licensed to operate gaming activities in each of these states?

b lf "No," explain:

loa

Were any of the organization's gaming licenses revoked, suspended or terminated during the lax year?

b lf "Yes," explain:

11
12

Does the organization operate gaming activities with nonmembers?

ls the organization a granlor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to
administer charitable

932082 02-03-10

13541112 758226 7150000

Schedule G {Form 99O or 9!D-EZ) 2OG)

2009.O4O4O PACIFIC REPERTORY THEATER

715OOOO].

Schedule G

13

Indicate the percentage of gaming activity operated in:

a The organization's facility

b An outside facility . .. .... ..

14

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a Does the organization have a contract with a third party from whom the organization receives gaming revenue?

b lf "Yes," enter the amount of gaming revenue received by the organization

and the amounl

of gaming revenue retained by the third party ) $

lf "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation

Description of services provided

I--l Director/officer I-_l Employee

17

l--l

tndependent contractor

Mandatorvdistributions:

a ls the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the

own exemot activities durino the tax

Schedule G (Form 99O or 99O-EZ) 2009

932083 02-03-10

13541112 758226 7150000

2OO9. O4O4O PACIFIC REPERTORY

THEATER

715OOOO1

Supplemental Information to Form 990

SCHEDULE O
(Form 99O)

OMB No. 1545-0047

2009

Complete to provide information for responses to specific questions on

Form 990 or to provide any additional information.
) Attach to Form 99o.

Dgpartment of the Treasury

Name of the oroanization

Open to Public

Inspection
Employer identification number

-0026957
FORM

990,

PART

T, LINE T,

FROM THE WORLD STAGE

PRESENTING

FORM

990,

DESCRIPTION OF ORGANIZATION MISSION:

PLAYS THAT ENGAGE, EXCITE, EDUCATE ATiID INSPIRE

WORLD-CLASS THEATRICAL EXPERIENCE.

PART

VI,

SECTION

A, LINE 2z FAMILY

SECTION

B, IINE LL: A

RELATfONSHIP EXISTS BETWEEN

TWO BOARD MEMBERS.

FORM

990,

PART

VI,

COPY OF FORM

990 IS

PROVIDED TO

THE EXECUTTVE A}{D FINANCE COMIi4IJIIEES FOR REVIEW PRIOR TO FILING.

FORM

990,

PART

VI,

SECTION

B, LINE 15: THE EXECUTM

AND FINANCE

COMMITTEES REVIEW COMPENSATION LEVELS AND PROVIDE RECOMMENDATIONS TO THE

BOARD. ALL DECISIONS ARE CONTEMPORANEOUSLY

FORM

990,

PART

VI,

SECTION

TNSPECTION UPON REQUEST

FORM

990,

PART

VI,

C, LINE 18:

SUBSTATiITIATED.

DOCUMENTS ARE AVAILABLE FOR

AT THE ORGA}IIZATION'S OFFICE.

SECTION

C, LINE L9:

DOCUMENTS ARE AVAILABLE FOR

INSPECTION UPON REOUEST AT THE ORGAIiIIZATION'S OFFICE.

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form

932211
02-03-10

L354LLL2 758225 7ts0000

99O,

Schedule O (Form 9SO) 2O0S

2009. O4O4O PACIFIC REPERTORY THEATER

715OOOO1.

,__

OMB No. 1545-0172

4562

Depreciation and Amortization

(lncluding Information on Listed Propefi)

Department ol lhe Trasury

Initrnal Revenue Swice
Namqs) shown on return

instructions.

990

2009

Attachment

Attach to your tax return,

Busines

No.67

activity to which this torm relates

Election To
Certain
Under Section 179 Note: lf vou have
Maximum amount. See the instructions for a higher limit for certain businesses
2 Total cost of section 179 property placed in service (see instructions)

Paft

ldentitying numbtr

before

Paft l.

250

3 Threshold cost of section 179 property before reduction in limitation

4 Reduction in limitation. Subtract line 3 from line 2. lf zero or less. enter
5 Dolld

limitation lor

800 000
-0.

td
(a)

Description of propqty

(b) Cost (busine$ use only)

7 Listed property. Enter the amount from line 29

I
I

Total elected cost of section 179 property. Add amounts in column (c), lines 6 and
Tentative deduction. Enter the smaller of line 5 or line 8

10 Carryover of disallowed deduction from line 13 of your 2008 Form 4562

Business income limitation. Enter the smaller of business income (not less than zero) or line 5
't2 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 1 1
11

of disallowed deduction to 2010. Add

10. less line 12

Note: Do not use Part ll or Paft lll below for listed

Allowance and Other

use Paft

V.

not include listed

Special depreciation allowance for qualified property (other than listed property) placed in service during
the tax year

15 Property subject to section

168(D(1) election

MACRS Depreciation (Do not include listed

instructions.)

Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2009

18

lf you

de

ay a$ets placed in sflice durino the ta Vea into

Section B - Assets Placed in Service

electing to group

(a)

Cla$itition

of property

010

one or more

the General Depreciation

ZX)9 Tax Year

depr*iation
(business/investmst use
(c) Basis for

only -

se

(g)

instructions)

Deprsiation deduction

20.
25.
Residential rental property

Nonresidential real property

27.295.

Section C - Assets Placed in Service During 20@ Tax Year

32L
the Alternative Depreciation System

Class life

instructions.)
21 Listed property. Enter amount from line 28

2.

Total, Add amounts from line 12, lines 14 through 1 7, lines 't 9 and 20 in column (g), and line 2'l .
Enter here and on the appropriate lines of your return. Partnerships and S corporations . see instr.
23 For assets shown above and placed in service during the current year, enter the

331

of

?i9&tir LHA For Paperwork Reduction Act Notice,

L3541LL2 7 58226 7!50000

see separate instructions.

2009.04a40 PAcrFrc

Form,+O62 (2009)

REPERTORY

THEATER

715OOOO1

Ir

' Forrrr+562(200e) PACIFIC REpERTORy THEATER

I

Part V I Listed Property (lnclude.automobiles,

recreation,
or amusement.)

77_0026957

Note:. For any uehicle for which you are_using.the slandjr.q milegge.rate or
through (c) of Section A, atl of Section B, and Section C if

applicabte.

deducting
- tease expense, compteteonly 24a, 24b, cotumns

Section A - Depreciation and Other

Other Information (Caution: See the rnstructions for limits for passenger automobitesl
claimed? | | Ves I I ru" 24b lf "Yes," is the evidence written? |

Do you havq evidence to support the business/investment use

(a)
Type of property
(list vehicles first )

25

(b)

(c)

Date

Business/
investment

placed in
service

28

(d)

use percentage

Cost or
other basis

(e)
Basis for depreciation

(busine$Vinvestment

us

on'y)

(f)

(s)

(h)

Recovery

Melhod/
Convenlion

Depreciation

period

Special depreciation allowance for qualified listed property placed in service during the tax year and
used more than 507o in a qualified business use ..
used more than 507o in a
ousrness use:

used sfflo or less in a

pase2

certain other vehicles, cellular telephones, certain computers, and property used for entertainment,

Yes

(a)

(D
Elected
section 179

deduction

cosl

25

business use:

Add amounts in column (h), lines 25 through 27 . Enter here and on line 21 , page
amounts in column (il. line 26. Enter
on line 7, paqe 1

Section B - Information on Use of Vehicles

Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5olo owner," or related person.
lf you provided vehicles to your employees, first answer the questions in Section C to see if vou meel an exception to completing this section for
those vehicles.
(0

3O Total business/investment miles driven during

year

3'l
32

the

(do not include commuting miles)

Total commuting miles driven during the year

Total other personal (noncommuting) miles
driven

33

Total miles driven during the year.

Add lines 30 through 32
Was the vehicle available for personal use
during off-duty hours?
Was the vehicle used primarily by a more

than 5o/o owner Or related perSOn?

36 ls another vehicle available for personal
use?

section c - Questions for Employers who Provide vehicles for use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B tor vehicles used by employees who are not more than
owners or related

37

So/o

Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your

38

Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, ot 1o/o ot more owners
39 Do you treat all use of vehicles by employees as personal use?
Q Do you provide more than five vehicles to your employees, obtain information from your employees about

41

the use of the vehicles, and retain the information received?

Do you meet the requirements concerning qualified automobile demonstration use?
Section

Amortization
(a)
Description ot costs

Amortization of costs that

2009 tax

43 Amortization of costs that began before your 2009 tax year

tn
916252 t1-04-09

135411L2 7s8226 7150000

Form

2009.04040

PACTFTC REPERTORY

THEATER

es62 (2009)

71-5OOOO1