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Nonprofit · EIN 95-6122708

SOUTH COAST REPERTORY INC

Tax-exempt · COSTA MESA, CA 92626

Financials

$8.9M$11.7M2022$10M$15.9M2023$11.1M$12.7M2024
Revenue Expenses · by fiscal year end
Financials of SOUTH COAST REPERTORY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$11,068,228$12,736,096-$1,667,868$78,361,736$3,740,520$74,621,216
August 31, 2024990$10,000,414$15,943,220-$5,942,806$74,818,207$2,939,173$71,879,034
August 31, 2023990$8,883,571$11,657,923-$2,774,352$74,684,478$2,380,682$72,303,796
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$3,436,652
of which government grants
$3,500
Program service revenue
$4,562,214
Investment income
$1,970,653
Net gain from sales of assets
$329,981
Net income from fundraising events
-$31,078
Other revenue
$1,098,709

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,265,899
Other salaries and wages
$5,483,334
Salaries, compensation and benefits (total)
$8,004,938
Professional fundraising fees
$0
Legal fees
$68,475
Occupancy
$567,726
Depreciation
$822,534
Program services (functional)
$10,208,151
Management and general (functional)
$1,521,645
Fundraising (functional)
$1,006,300

Balance sheet and other

Total assets, start of year
$74,818,207
Total assets, end of year
$78,361,736
Total liabilities, end of year
$3,740,520
Net assets, end of year
$74,621,216
Land, buildings and equipment
$8,822,230
Publicly traded securities
$41,059,802
Net assets without donor restrictions
$13,621,572
Net assets with donor restrictions
$60,999,644
Gross receipts
$13,639,768
Employees
391
Volunteers
272
Year formed
1965
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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DAVID IVERSARTISTIC DIRECTOR
Trustee or director, Officer
40$277,828$18,628
PAULA TOMEIMANAGING DIRECTOR (FORMER)
Former
40$221,138$18,261
BIL SCHROEDERMARKETING & COMMUNICATIONS DIRECTOR
Highest-paid employee
40$115,373$16,574
CLARE KIKLOWICZDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$125,443$4,545
MAISIE CHANPRODUCTION MANAGER
Highest-paid employee
40$110,116$9,737
LORI MONNIERGENERAL MANAGER
Highest-paid employee
40$113,690$4,252
SUZANNE APPELMANAGING DIRECTOR
Trustee or director, Officer
40$103,128$1,440
DAVID EMMESFOUNDING ARTISTIC DIRECTOR
Trustee or director
20$48,541$9,865
MARTIN BENSONFOUNDING ARTISTIC DIRECTOR
Former
20$44,733$9,444
TALYA NEVO-HACOHENPRESIDENT
Trustee or director, Officer
1$0$0
MICHAEL R HARDSVP, ADVANCEMENT
Trustee or director, Officer
1$0$0
TIMOTHY J KAYVP, DEVELOPMENT
Trustee or director, Officer
1$0$0
ADRIAN S GRIGGSVP, FINANCE
Trustee or director, Officer
1$0$0
LEONA ARONOFF-SADACCAVP, COMMUNITY RELATIONS
Trustee or director, Officer
1$0$0
DAVID A CHASETRUSTEE
Trustee or director
1$0$0
15 more people on this return
NameTitleHours / weekCompensation
SOPHIA HALL CRIPETRUSTEE
Trustee or director
1$0
SUSAN K HORITRUSTEE
Trustee or director
1$0
LEA KONGTRUSTEE
Trustee or director
1$0
JOSEPH A LOBETRUSTEE
Trustee or director
1$0
DEEPAK NANDATRUSTEE
Trustee or director
1$0
TARA NETHERTONTRUSTEE
Trustee or director
1$0
REGINA OSWALDTRUSTEE
Trustee or director
1$0
MARK D PETERSONTRUSTEE
Trustee or director
1$0
MICHAEL C RAYTRUSTEE
Trustee or director
1$0
SUSAN SHIELDKRETTRUSTEE
Trustee or director
1$0
TAMMY TANGTRUSTEE
Trustee or director
1$0
ERNESTO M VASQUEZTRUSTEE
Trustee or director
1$0
JULIA VOCETRUSTEE
Trustee or director
1$0
NICKIE WILLIAMSTRUSTEE
Trustee or director
1$0
FELIX YANTRUSTEE
Trustee or director
1$0
990 for the year ended August 31, 2024: 26 people
NameTitleHours / weekCompensationOther / benefits
DAVID IVERSARTISTIC DIRECTOR
Trustee or director, Officer
40$293,570$17,053
PAULA TOMEIMANAGING DIRECTOR
Trustee or director, Officer
40$274,006$21,245
BIL SCHROEDERDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$111,936$16,053
CLARE KIKLOWICZDIRECTOR OF MARKETING
Highest-paid employee
40$121,390$4,545
LORI MONNIERGENERAL MANAGER
Highest-paid employee
40$109,378$4,253
MARTIN E BENSONFOUNDING ARTISTIC DIRECTOR
Trustee or director
20$47,132$8,322
DAVID M EMMES PHDFOUNDING ARTISTIC DIRECTOR
Trustee or director
20$47,132$7,604
TAYLA NEVO-HACOHENPRESIDENT
Trustee or director, Officer
1$0$0
ADRIAN S GRIGGSVP, FINANCE
Trustee or director, Officer
1$0$0
MICHAEL C RAYVP, ADVANCEMENT
Trustee or director, Officer
1$0$0
LEONA ARONOFF-SADACCAVP, COMMUNITY RELATIONS
Trustee or director, Officer
1$0$0
MICHAEL R HARDS CTPVP, DEVELOPMENT
Trustee or director, Officer
1$0$0
DEEPAK NANDATRUSTEE
Trustee or director
1$0$0
GIULIA NEWTONTRUSTEE
Trustee or director
1$0$0
ERNESTO M VASQUEZTRUSTEE
Trustee or director
1$0$0
FELIX YANTRUSTEE
Trustee or director
1$0$0
JOSEPH A LOBETRUSTEE
Trustee or director
1$0$0
LEA KONGTRUSTEE
Trustee or director
1$0$0
NICKIE WILLIAMSTRUSTEE
Trustee or director
1$0$0
JULIA VOCETRUSTEE
Trustee or director
1$0$0
SOPHIE HALL CRIPETRUSTEE
Trustee or director
1$0$0
SUSAN SHIELDKRET-DULLTRUSTEE
Trustee or director
1$0$0
TIMOTHY KAYTRUSTEE
Trustee or director
1$0$0
TARA NETHERTONTRUSTEE
Trustee or director
1$0$0
MARK PETERSONTRUSTEE
Trustee or director
1$0$0
BRUCE WAGNERTRUSTEE
Trustee or director
1$0$0
990 for the year ended August 31, 2023: 27 people
NameTitleHours / weekCompensationOther / benefits
Paula TomeiManaging Director
Trustee or director, Officer
40$256,133$20,236
David IversArtistic Director
Trustee or director, Officer
40$238,358$16,289
Bil SchroederDirector of Development
Highest-paid employee
40$107,262$13,699
Clare KiklowiczDirector of Marketing
Highest-paid employee
40$115,570$4,329
Lori MonnierGeneral Manager
Highest-paid employee
40$104,418$4,050
Martin E BensonFounding Artistic Director
Trustee or director
20$44,907$8,878
David M Emmes PhDFounding Artistic Director
Trustee or director
20$44,907$8,066
Tayla Nevo-HacohenPresident
Trustee or director, Officer
1$0$0
Adrian S GriggsVP, Finance
Trustee or director, Officer
1$0$0
Michael C RayVP, Advancement, Community
Trustee or director, Officer
1$0$0
Leona Aronoff-SadaccaVP, Community Relations
Trustee or director, Officer
1$0$0
Michael R Hards CTPVP, Development
Trustee or director, Officer
1$0$0
Deepak NandaTrustee
Trustee or director
0.5$0$0
Giulia NewtonTrustee
Trustee or director
0.5$0$0
Ernesto M VasquezTrustee
Trustee or director
0.5$0$0
Felix YanTrustee
Trustee or director
0.5$0$0
Connie SpenuzzaTrustee
Trustee or director
0.5$0$0
Joseph A LobeTrustee
Trustee or director
0.5$0$0
Lea KongTrustee
Trustee or director
0.5$0$0
Nickie WilliamsTrustee
Trustee or director
0.5$0$0
Julia VoceTrustee
Trustee or director
0.5$0$0
Sophie Hall CripeTrustee
Trustee or director
0.5$0$0
Susan Shieldkret-DullTrustee
Trustee or director
0.5$0$0
Timothy KayTrustee
Trustee or director
0.5$0$0
Tara NethertonTrustee
Trustee or director
0.5$0$0
Mark PetersonTrustee
Trustee or director
0.5$0$0
Bruce WagnerTrustee
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
655 TOWN CENTER DR, COSTA MESA, CA 92626-1918
Principal officer (990 for 2024)
SUZANNE APPEL, 655 TOWN CENTER DRIVE, COSTA MESA, CA 926261918
Signed the 990
SUZANNE APPEL, MANAGING DIRECTOR
Phone
(714) 708-5500
Return prepared by
HASKELL & WHITE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6122708 or by the name SOUTH COAST REPERTORY INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

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.

990 for the year ended August 31, 2025

Program accomplishments

  • 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.
    Expenses $9,079,019 · revenue $3,862,190
  • 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.
    Expenses $1,129,132 · revenue $700,024

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
95-6122708
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1965
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$78,361,736
Income (IRS master file)
$13,639,768

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$11,068,228$12,736,096$78,361,736XML
990-TAugust 2025–––IRS
990August 2024$10,000,414$15,943,220$74,818,207XML
990-TAugust 2024–––IRS
990August 2023$8,883,571$11,657,923$74,684,478XML
990-TAugust 2023–––IRS
990August 2022$10,887,700$10,688,918$74,482,360IRS
990-TAugust 2022–––IRS
990August 2021–––IRS
990-TAugust 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––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 95-6122708).

Questions about SOUTH COAST REPERTORY INC

What is the EIN of SOUTH COAST REPERTORY INC?
The employer identification number (EIN) of SOUTH COAST REPERTORY INC is 95-6122708.
Is SOUTH COAST REPERTORY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to SOUTH COAST REPERTORY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTH COAST REPERTORY INC 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 COAST REPERTORY INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTH COAST REPERTORY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of SOUTH COAST REPERTORY INC?
The 990 for the year ended August 31, 2025 names SUZANNE APPEL.
Who are the officers and directors of SOUTH COAST REPERTORY INC?
The 990 for the year ended August 31, 2025 lists 30 people; 9 received compensation from the organization, the highest $277,828 (DAVID IVERS, ARTISTIC DIRECTOR).
How much revenue does SOUTH COAST REPERTORY INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $11,068,228, expenses of $12,736,096 and total assets of $78,361,736 at year end.

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