TY 2021 Form 990 Schedule O

efile Public Visual Render ObjectId: 202340329349301029 - Submission: 2023-02-01 TIN: 95-1941117

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THEATER & ARTS FOUNDATION OF SAN DIEGO
COUNTY DBA LA JOLLA PLAYHOUSE

Employer identification number

95-1941117

Return Reference	Explanation
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et	DEBBY JACOBS AND JOAN JACOBS HAVE A FAMILY RELATIONSHIP.
Form 990, Part VI, Line 11b: Form 990 Review Process	THE RETURN IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER FOR COMPLETENESSAND ACCURACY. ONCE A FULL COPY IS APPROVED BY THE FINANCE COMMITTEE,INCLUDING THE TREASURER, A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE RETURN.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT OUT ANNUALLY TO TRUSTEES.TRUSTEES ARE ALSO ASKED TO BRING POTENTIAL CONFLICTS TO THE EXECUTIVECOMMITTEE. THE EXECUTIVE COMMITTEE REGULARLY DISCUSSES POTENTIAL CONFLICTSAND SOME MATTERS ARE BROUGHT TO THE ENTIRE BOARD. ITEMS BROUGHT TO THEENTIRE BOARD INCLUDE INVESTMENT IN PLAYHOUSE PRODUCTIONS AND LOANS WITH THEPLAYHOUSE.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	THE CONTRACTS FOR THE ARTISTIC AND MANAGING DIRECTORS ARE NEGOTIATED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEIR PROCESS INCLUDES A PERSONNEL APPRAISAL, CONSIDERATION OF THE THEATRE COMMUNICATIONS GROUP SALARY SURVEY AS WELL AS PEER DISCUSSION WITH BOARDS OF OTHER MAJOR PERFORMING ARTS INSTITUTIONS. THE CONTRACTS ARE REVIEWED WITH THE FULL BOARD OF TRUSTEES AND ARE VOTED ON FOR THEIR APPROVAL. THE MOST RECENT CONTRACT FOR THE ARTISTIC DIRECTOR COVERS JANUARY 1, 2022 THROUGH DECEMBER 31, 2025. THE MOST RECENT CONTRACT FOR THE MANAGING DIRECTOR COVERS JANUARY 1, 2021 THROUGH DECEMBER 31, 2023. A WRITTEN SUBSTANTIATION IS HELD IN THE FILES OF THE ORGANIZATION'S INDEPENDENT ATTORNEY.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	THE MANAGING DIRECTOR, ARTISTIC DIRECTOR, AND GENERAL MANAGER OF THE PLAYHOUSE REVIEWED COMPENSATION REPORTS FROM TCG AND LOCAL, COMPARATIVE NON-PROFITS TO DETERMINE SALARY.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERESTPOLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Return Reference

Explanation

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

DEBBY JACOBS AND JOAN JACOBS HAVE A FAMILY RELATIONSHIP.

Form 990, Part VI, Line 11b: Form 990 Review Process

THE RETURN IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER FOR COMPLETENESSAND ACCURACY. ONCE A FULL COPY IS APPROVED BY THE FINANCE COMMITTEE,INCLUDING THE TREASURER, A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE RETURN.

Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT OUT ANNUALLY TO TRUSTEES.TRUSTEES ARE ALSO ASKED TO BRING POTENTIAL CONFLICTS TO THE EXECUTIVECOMMITTEE. THE EXECUTIVE COMMITTEE REGULARLY DISCUSSES POTENTIAL CONFLICTSAND SOME MATTERS ARE BROUGHT TO THE ENTIRE BOARD. ITEMS BROUGHT TO THEENTIRE BOARD INCLUDE INVESTMENT IN PLAYHOUSE PRODUCTIONS AND LOANS WITH THEPLAYHOUSE.

Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management

THE CONTRACTS FOR THE ARTISTIC AND MANAGING DIRECTORS ARE NEGOTIATED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEIR PROCESS INCLUDES A PERSONNEL APPRAISAL, CONSIDERATION OF THE THEATRE COMMUNICATIONS GROUP SALARY SURVEY AS WELL AS PEER DISCUSSION WITH BOARDS OF OTHER MAJOR PERFORMING ARTS INSTITUTIONS. THE CONTRACTS ARE REVIEWED WITH THE FULL BOARD OF TRUSTEES AND ARE VOTED ON FOR THEIR APPROVAL. THE MOST RECENT CONTRACT FOR THE ARTISTIC DIRECTOR COVERS JANUARY 1, 2022 THROUGH DECEMBER 31, 2025. THE MOST RECENT CONTRACT FOR THE MANAGING DIRECTOR COVERS JANUARY 1, 2021 THROUGH DECEMBER 31, 2023. A WRITTEN SUBSTANTIATION IS HELD IN THE FILES OF THE ORGANIZATION'S INDEPENDENT ATTORNEY.

Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees

THE MANAGING DIRECTOR, ARTISTIC DIRECTOR, AND GENERAL MANAGER OF THE PLAYHOUSE REVIEWED COMPENSATION REPORTS FROM TCG AND LOCAL, COMPARATIVE NON-PROFITS TO DETERMINE SALARY.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERESTPOLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Software ID:	21013475
Software Version:	2021v4.1