Nonprofit · EIN 94-1704916
SOUTH BAY MUSICAL THEATRE
Tax-exempt · SAN JOSE, CA 95170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $663,159 | $673,428 | -$10,269 | $358,816 | $5,000 | $353,816 |
| December 31, 2024 | 990 | $469,345 | $583,378 | -$114,033 | $369,085 | $5,000 | $364,085 |
| December 31, 2023 | 990 | $484,446 | $480,616 | $3,830 | $448,245 | $23,068 | $425,177 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $88,227
- Program service revenue
- $541,815
- Investment income
- $33,117
- Net gain from sales of assets
- $24,672
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $200,869
- Salaries, compensation and benefits (total)
- $223,334
- Professional fundraising fees
- $0
- Accounting fees
- $901
- Occupancy
- $104,609
- Depreciation
- $11,497
- Program services (functional)
- $536,654
- Management and general (functional)
- $136,774
Balance sheet and other
- Total assets, start of year
- $369,085
- Total assets, end of year
- $358,816
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $353,816
- Land, buildings and equipment
- $27,892
- Publicly traded securities
- $309,030
- Net assets without donor restrictions
- $353,816
- Gross receipts
- $834,033
- Employees
- 79
- Volunteers
- 75
- Year formed
- 1960
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIPU PURKAYASTHA | BOARDMEMBER - CHAIRMAN Officer | 1 | $0 |
| RAY SMITH | BOARD MEMBER - CFO Officer | 1 | $0 |
| ANDY SWITKY | BOARD MEMBER - SECRETARY Officer | 1 | $0 |
| ANN LUCENA | BOARD MENMBER - VICE CHAIR Officer | 1 | $0 |
| MARCY BATES | BOARD MEMBER Trustee or director | 1 | $0 |
| LASHONDA EAGELS | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUG HUGHES | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLINE KONDO MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| DICK ROBBINS | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE SAMMONDS | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHIE THERMOND | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HIRSCH | BOARDMEMBER - CHAIRMAN Officer | 1 | $0 |
| BRADEN TAYLOR | BOARD MEMBER - CFO Officer | 1 | $0 |
| DANIEL SINGLETARY | BOARD MEMBER - CTO Officer | 1 | $0 |
| NICOLE TUNG | BOARD MEMBER - SECRETARY Officer | 1 | $0 |
| TIPU PURKAYASTHA | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN LUCENA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCY BATES | BOARD MEMBER Trustee or director | 1 | $0 |
| LASHONDA EAGELS | BOARD MEMBER Trustee or director | 1 | $0 |
| RAY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY SWITKY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA DEAN | EXECUTIVE DIRECTOR Key employee | 40 | $40,383 |
| BRADEN TAYLOR | BOARD MEMBER - CFO Officer | 1 | $1,054 |
| MICHAEL HIRSCH | BOARDMEMBER - CHAIRMAN Officer | 1 | $0 |
| DANIEL SINGLETARY | BOARD MEMBER - CTO Officer | 1 | $0 |
| NICOLE TUNG | BOARD MEMBER - SECRETARY Officer | 1 | $0 |
| TIPU PURKAYASTHA | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN LUCENA | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 700215, SAN JOSE, CA 95170-0215
- Principal officer (990 for 2025)
- BRADEN TAYLOR, PO BOX 700215, SAN JOSE, CA 95170
- Signed the 990
- BRADEN TAYLOR, CFO
- Phone
- (415) 260-0054
- Website
- www.southbaymt.com
- Return prepared by
- SK MORTON FINANCIAL GROUP INC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1704916 or by the name SOUTH BAY MUSICAL THEATRE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THEATER ARTS PRDUCTIONS, MUSICAL PRODUCTIONS-200 MEMBERS PARTICIPATE IN AND AUDIENCES OF 1200+ ATTENDED 40+ PERFORMANCES OF THREE MUSICALS AT LOW COST COMMUNITY THEATER PRICES. 150+ STUDENTS AND/OR LOW INCOME COMMUNITY MEMBERS ATTENDED THREE PREVIEW PERFORMANCES.
Program accomplishments
- THEATER ARTS PRODUCTIONS, MUSICAL PRODUCTIONS - 200+ MEMBERS PARTICIPATE IN AND AUDIENCES OF 1200+ ATTEND 40+ PERFORMANCES OF 3 MUSICALS AT LOW COMMUNITY THEATER PRICES. 150+ STUNDENTS AND/OR LOW INCOME COMMUNITY MEMBERS ATTEND 3 FREE PREVIEW PERFORMANCES. AFFORDABLE RENTALS OF SETS AND/OR COSTUMES TO OTHER NON-PROFIT THEATER GROUPS.Expenses $533,169 · revenue $554,058
- AFFORDABLE RENTALS OF SETS AND COSTUMES TO OTHER NON-PROFIT COMMUNITY THEATER GROUPSrevenue $20,874
- FUNDRAISING AND GRANTS RECEIVEDExpenses $3,485 · grants $88,227
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1704916
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $358,816
- Income (IRS master file)
- $834,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $663,159 | $673,428 | $358,816 | XML |
| 990 | December 2024 | $469,345 | $583,378 | $369,085 | IRS |
| 990 | December 2023 | $484,446 | $480,616 | $448,245 | XML |
| 990 | December 2022 | $591,456 | $418,689 | $496,974 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1704916).
Questions about SOUTH BAY MUSICAL THEATRE
- What is the EIN of SOUTH BAY MUSICAL THEATRE?
- The employer identification number (EIN) of SOUTH BAY MUSICAL THEATRE is 94-1704916.
- Is SOUTH BAY MUSICAL THEATRE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to SOUTH BAY MUSICAL THEATRE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BAY MUSICAL THEATRE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH BAY MUSICAL THEATRE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BAY MUSICAL THEATRE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTH BAY MUSICAL THEATRE?
- The 990 for the year ended December 31, 2025 names BRADEN TAYLOR.
- Who are the officers and directors of SOUTH BAY MUSICAL THEATRE?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SOUTH BAY MUSICAL THEATRE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $663,159, expenses of $673,428 and total assets of $358,816 at year end.
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