2026-07-07T12:35:32-05:00 2025-08-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2024-09-01 956122708 SOUTH COAST REPERTORY INC SOUT 7147085500 655 TOWN CENTER DRIVE COSTA MESA CA 926261918 SUZANNE APPEL MANAGING DIRECTOR 7147085500 2026-07-05 1 0 RICK SMETANKA P01677376 9494506200 2024 2025-03-06 01:10:19Z SUZANNE APPEL 655 TOWN CENTER DRIVE COSTA MESA CA 926261918 13639768 0 X WWW.SCR.ORG X 1965 CA SOUTH COAST REPERTORY, INC. EDUCATES INDIVIDUALS THROUGH THE PRODUCTION OF DRAMATIC ENTERTAINMENT. 26 23 391 272 0 9991 3285985 3436652 4110000 4562214 2754349 1970653 -149920 1098709 10000414 11068228 0 0 0 0 8334335 8004938 0 0 1006300 7608885 4731158 15943220 12736096 -5942806 -1667868 74818207 78361736 2939173 3740520 71879034 74621216 X SCR WAS ESTABLISHED FOR THE PURPOSE OF EDUCATING AND SERVING ITS COMMUNITY WITH PRODUCTIONS OF DRAMATIC ENTERTAINMENT ON ITS STAGES AND OFFERING DRAMATIC CLASSES FOR YOUTH THROUGH ADULTS (THE CONSERVATORY) BOTH ONSITE AND IN COMMUNITY VENUES THROUGHOUT ORANGE COUNTY. 0 0 9079019 3862190 STAGE PRODUCTIONS:FOR 24-25, SCR CONTINUED PRODUCING AT A REDUCED LEVEL FROM PRE-PANDEMIC SEASONS. SCR PROVIDED A TOTAL OF 8 PLAYS PERFORMED ON THE TWO MAIN INDOOR STAGES, INCLUDING ONE PRODUCTION FOR YOUNG AUDIENCES, AS WELL AS ITS HOLIDAY TRADITIONAL A CHRISTMAS CAROL. EACH PLAY PERFORMED FOR THREE TO FIVE WEEKS. THERE WERE ALSO READINGS OF NEWLY-WRITTEN PLAYS PERFORMED BY ACTORS AT VARIOUS DATES DURING THE YEARS, INCLUDING AT OUR PLAYWRIGHTS FESTIVAL DEVOTED TO PRESENTING SEVERAL NEW WORKS OVER A 3-DAY WEEKEND. IN ADDITION, WE ARE NO LONG PRODUCING OUTSIDE SCR AT THIS TIME. 1129132 700024 CONSERVATORY: THIS COMPREHENSIVE PROGRAM OFFERS SPECIALIZED THEATRE TRAINING FOR CHILDREN AND ADULTS, TAUGHT BY WORKING THEATRE PROFESSIONALS. THE CONSERVATORY HAS FOUR COMPONENTS: THE YOUTH AND TEEN PROGRAM, FOR STUDENTS GRADES 3-12, IS HELD IN THREE 10-WEEK SESSIONS THROUGHOUT THE SCHOOL YEAR. THE YOUTH PROGRAM IS FOR GRADES 3-6 AND THE TEEN PROGRAM IS FOR GRADES 7-12. ALSO OFFERED IS THE SUMMER THEATRE WORKSHOP, A 2-WEEK INTRODUCTORY SESSION HELD IN AUGUST FOR YOUTHS GRADES 3-12; AND THE NEIGHBORHOOD CONSERVATORY, A 10-WEEK VERSION OF THE YOUNG CONSERVATORY OFFERED FREE-OF-CHARGE AT COMMUNITY CENTERS, FOR CHILDREN WHO WOULD OTHERWISE NOT HAVE ACCESS TO SUCH A PROGRAM. SCHOLARSHIPS FOR THE YOUTH AND TEEN PROGRAMS ARE AWARDED TO STUDENTS WHO DISTINGUISH THEMSELVES IN SCR'S NEIGHBORHOOD CONSERVATORY PROGRAMS BASED ON COMMITMENT, ENTHUSIASM, PERSONAL GROWTH AND THE ABILITY TO WORK IN AN ENSEMBLE. THE JUNIOR, TEEN AND SUMMER PLAYERS ARE PERFORMANCE GROUPS FOR YOUNG PEOPLE WITH AT LEAST TWO YEARS OF CONSERVATORY TRAINING. THREE TIMES A YEAR THEY PERFORM PROFESSIONALLY WRITTEN, DIRECTED AND DESIGNED PRODUCTIONS FOR PAID AUDIENCES IN THE NICHOLAS STUDIO. THE THEATRE CONSERVATORY, FOR STUDENTS 18 AND OVER, OFFERS CLASSES IN FOUR 8-WEEK SESSIONS. THESE CLASSES TEACH THE FUNDAMENTALS THROUGH EXERCISES IN BASIC SKILLS OF IMPROVISATION, COMMUNICATION AND SCENE WORK. STUDENTS IN THIS PROGRAM ARE BOTH VOCATIONAL AND/OR INTERESTED IN A PROFESSIONAL CAREER. 10208151 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 186 0 1 391 1 1 1 1 CJ VI 0 0 0 1 1 0 0 0 0 0 0 X 26 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X HUGO SANCHEZ FINANCE DIRECTOR AT SOUTH COAST REPERTORY 7147085500 655 TOWN CENTER DRIVE COSTA MESA CA 926261918 TALYA NEVO-HACOHEN PRESIDENT 1.00 X X 0 0 0 MICHAEL R HARDS VP, ADVANCEMENT 1.00 X X 0 0 0 TIMOTHY J KAY VP, DEVELOPMENT 1.00 X X 0 0 0 ADRIAN S GRIGGS VP, FINANCE 1.00 X X 0 0 0 LEONA ARONOFF-SADACCA VP, COMMUNITY RELATIONS 1.00 X X 0 0 0 DAVID A CHASE TRUSTEE 1.00 X 0 0 0 SOPHIA HALL CRIPE TRUSTEE 1.00 X 0 0 0 SUSAN K HORI TRUSTEE 1.00 X 0 0 0 LEA KONG TRUSTEE 1.00 X 0 0 0 JOSEPH A LOBE TRUSTEE 1.00 X 0 0 0 DEEPAK NANDA TRUSTEE 1.00 X 0 0 0 TARA NETHERTON TRUSTEE 1.00 X 0 0 0 REGINA OSWALD TRUSTEE 1.00 X 0 0 0 MARK D PETERSON TRUSTEE 1.00 X 0 0 0 MICHAEL C RAY TRUSTEE 1.00 X 0 0 0 SUSAN SHIELDKRET TRUSTEE 1.00 X 0 0 0 TAMMY TANG TRUSTEE 1.00 X 0 0 0 ERNESTO M VASQUEZ TRUSTEE 1.00 X 0 0 0 JULIA VOCE TRUSTEE 1.00 X 0 0 0 NICKIE WILLIAMS TRUSTEE 1.00 X 0 0 0 FELIX YAN TRUSTEE 1.00 X 0 0 0 SUZANNE APPEL MANAGING DIRECTOR 40.00 X X 103128 0 1440 DAVID IVERS ARTISTIC DIRECTOR 40.00 X X 277828 0 18628 DAVID EMMES FOUNDING ARTISTIC DIRECTOR 20.00 X 48541 0 9865 CLARE KIKLOWICZ DIRECTOR OF DEVELOPMENT 40.00 X 125443 0 4545 MAISIE CHAN PRODUCTION MANAGER 40.00 X 110116 0 9737 LORI MONNIER GENERAL MANAGER 40.00 X 113690 0 4252 BIL SCHROEDER MARKETING & COMMUNICATIONS DIRECTOR 40.00 X 115373 0 16574 MARTIN BENSON FOUNDING ARTISTIC DIRECTOR 20.00 X 44733 0 9444 PAULA TOMEI MANAGING DIRECTOR (FORMER) 40.00 X 221138 0 18261 1159990 0 92746 7 1 1 0 KNIGHT RESTORATION LLC 4200 SOJOURN DR ADDISON TX 75001 CONSTRUCTION 737940 LA TIMES PO BOX 740860 LOS ANGELES CA 90074 ADVERTISING 355747 TIMES DIRECT DIRECT MARKETING-LAT 8903 BOA-LOCK CHICAGO IL 60661 PRINTING & DIRECT MAILING OF ADS 171798 TESSITURA NETWORK 10151 LAFE DR SANTEE CA 92071 DATA BASE & WEBSITE ADMIN. 133667 JET CLEAN JANITORIAL 3940 PROSPECT AVE STE B YORBA LINDA CA 92886 JANITORIAL SERVICES 104528 5 137050 3500 3296102 45310 3436652 STAGE PRODUCTIONS 711110 3862190 3862190 CONSERVATORY 711110 700024 700024 4562214 1640672 1640672 2675750 2345769 329981 329981 329981 194693 137050 225771 -31078 -31078 NET GAIN ON INSURANCE CLAIM AND R 524298 1129787 1129787 1129787 11068228 4562214 0 3069362 1265899 586714 546450 132735 5483334 4813205 227603 442526 28554 24759 2617 1178 559677 449341 56638 53698 667474 534933 75521 57020 68475 68475 167411 167411 180730 73332 43940 63458 1140061 1004678 8522 126861 213249 109985 51968 51296 402400 402400 567726 511041 29011 27674 822534 740282 41126 41126 279894 68803 202363 8728 ARTISTIC EXPENSES 462636 462636 PRODUCTION MATERIALS 426042 426042 12736096 10208151 1521645 1006300 412664 402789 3319945 3507036 2496594 2029016 777476 755746 33475648 24653418 8253397 8822230 39133287 41059802 20424844 20893388 0 891729 74818207 78361736 748059 637281 2168389 2193586 22725 909653 2939173 3740520 X 13397926 13621572 58481108 60999644 71879034 74621216 74818207 78361736 -1667868 4410050 0 X X 0 1 X 1 0 X 3480924 7909378 4402030 3285985 3436652 22514969 634376 2452764 3358735 4110000 4562214 15118089 4115300 10362142 7760765 7395985 7998866 37633058 1378244 1051418 766416 1062460 854309 5112847 0 1378244 1051418 766416 1062460 854309 5112847 32520211 1214352 1358280 1144573 1356961 1970653 7044819 1214352 1358280 1144573 1356961 1970653 7044819 472937 -556632 192430 1497698 1098709 2705142 5802589 11163790 9097768 10250644 11068228 47383019 0.68630 0.60530 0.14870 0.12160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60951936 655180 6084395 -4261206 63430305 59442152 276649 7991566 -6758431 60951936 56168089 1513365 4149200 -2388502 59442152 64549932 214493 -6353475 -2242861 56168089 56533101 -593128 10784290 -2174331 64549932 0.38073 0.61927 0 0 1639000 1639000 26907381 20766454 6140927 4929267 3886964 1042303 8822230 HEDGE FUNDS 3566364 F LIMITED PARTNERSHIPS 16586024 F CERTIFICATES OF DEPOSIT 741000 F 20893388 ANNUITY OBLIGATIONS 17924 INSURANCE RECOVERY PAYABLE 891729 909653 X 15492094 4410050 181227 4591277 10900817 167411 167411 11068228 12749912 181227 181227 12568685 167411 167411 12736096 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO BE INVESTED PRUDENTLY FOR PURPOSES OF PRODUCING INCOME TO BE DISTRIBUTED AS SUPPORT FOR CERTAIN SPECIFIC PURPOSES AND GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: SCR IS EXEMPT FROM FEDERAL INCOME TAXES, AS IT IS CLASSIFIED AS AN EDUCATIONAL ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM STATE FRANCHISE TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF AUGUST 31, 2025, SCR HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO UNCERTAIN TAX POSITIONS. SCR'S TAX FILINGS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT IN PASS-THROUGH ENTITIES ORGANIZED UNDER LAWS OF FOREIGN COUNTRIES. 5867680 0 0 0 0 0 0 5867680 0 5867680 1 0 1 1 1 0 ANNUAL GALA 298925 137050 161875 17875 49004 35764 14975 66558 OPENING NIGHT 32818 32818 3025 35929 2641 331743 137050 194693 17875 52029 71693 14975 69199 225771 -31078 X X X X 0 0 0 0 0 0 0 0 0 DAVID IVERS ARTISTIC DIRECTOR 277828 0 0 0 0 0 6987 0 11641 0 296456 0 0 0 PAULA TOMEI MANAGING DIRECTOR (FORMER) 221138 0 0 0 0 0 6987 0 11274 0 239399 0 0 0 SUZANNE APPEL MANAGING DIRECTOR 103128 0 0 0 0 0 0 0 1440 0 104568 0 0 0 MARTIN BENSON FOUNDING ARTISTIC DIRECTOR 44733 0 0 0 0 0 0 0 9444 0 54177 0 0 0 DAVID M EMMES PHD SPOUSE OF THE FORMER MANAGING DIRECTOR, PAULA TOMEI 59400 COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION 0 PAULA TOMEI SPOUSE OF THE FOUNDING ARTISTIC DIRECTOR, DAVID M. EMMES, PH.D. 50000 RECOGNITION AWARD PAYMENT 0 X 3 45310 AVERAGE VALUE AT RECEIPT 0 0 1 1 PART I, LINE 32B: MERRILL LYNCH IS THE STOCK BROKER THAT LIQUIDATES THE STOCK DONATIONS. FORM 990, PART VI, SECTION A, LINE 2 DAVID M. EMMES, PH.D. (FOUNDING ARTISTIC DIRECTOR) AND PAULA TOMEI (FORMER MANAGING DIRECTOR) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990: THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990. AFTER THE FORM 990 HAS BEEN REVIEWED AND APPROVED FOR FILING BY THE AUDIT COMMITTEE, IT WILL BE SENT TO THE FULL BOARD VIA EMAIL WITH THE INTENDED FILING DATE WITH THE INTERNAL REVENUE SERVICE. THE BOARD WILL HAVE AN OPPORTUNITY TO REACH OUT TO THE AUDIT COMMITTEE WITH ANY QUESTIONS PRIOR TO THE STATED FILING DATE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY, AND ARE ADVISED THROUGHOUT THE YEAR TO REPORT ANY CHANGES IN STATUS WHEN IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE RECOMMENDS AND APPROVES THE ANNUAL COMPENSATION FOR THE FOUNDING ARTISTIC DIRECTORS, THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR. THE COMMITTEE IS CHAIRED BY THE PRESIDENT OF THE BOARD AND IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT-ADVANCEMENT AND VICE PRESIDENT -FINANCE/TREASURER. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION OF DOCUMENTS: THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE TAX-EXEMPT ORGANIZATION WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: - TAX EXEMPTION APPLICATION (FORM 1023) - INTERNAL REVENUE SERVICE DETERMINATION LETTER - ARTICLES OF INCORPORATION - BY-LAWS - THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S TAX FORMS, FROM THE PREVIOUS THREE YEARS, WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. - WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 (INCLUDING FORM 990-T) BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR ENGAGING INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS FOR ANNUAL FINANCIAL STATEMENT AUDIT, INCLUDING ESTABLISHING FEES FOR THEIR SERVICES, REVIEW THE RESULTS OF THAT AUDIT AND APPROVE THE AUDIT REPORTS FOR PRESENTING TO THE BOARD, APPROVE AND REVIEW NON-AUDIT SERVICES BY THE AUDITING FIRM, INCLUDING THE FORM 990, AND CONFER WITH THE AUDITORS ON THE STATUS OF THE FINANCIAL AFFAIRS OF THE ORGANIZATION TO ENSURE THEY ARE IN ORDER.