Civic Intelligence

Barre Opera House Inc.

990 • Fiscal year 2014 • EIN 03-0270440

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

PO Box 583Barre, VT 05641

(802) 476-0292

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

60th percentile

6.9%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$60,223

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

56th percentile

4.2%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$575,319

Up $23,151 (+4.2%) from 2013

Net Assets

Up

$571,516

Up $30,122 (+5.6%) from 2013

Liabilities

Down

$3,803

Down $6,971 (-65%) from 2013

Revenue

Up

$412,837

Up $60,527 (+17%) from 2013

Expenses

Down

$384,249

Down $64,258 (-14%) from 2013

Net Income

Up

$28,588

Up $124,785 (+130%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $656,342Liabilities 2012: $18,751Net Assets 2012: $637,5912012Assets 2013: $552,168Liabilities 2013: $10,774Net Assets 2013: $541,3942013Assets 2014: $575,319Liabilities 2014: $3,803Net Assets 2014: $571,5162014Assets 2015: $584,672Liabilities 2015: $5,244Net Assets 2015: $579,4282015Assets 2016: $613,425Liabilities 2016: $20,175Net Assets 2016: $593,2502016Assets 2017: $649,864Liabilities 2017: $21,119Net Assets 2017: $628,7452017Assets 2018: $691,145Liabilities 2018: $20,461Net Assets 2018: $670,6842018Assets 2019: $1,030,511Liabilities 2019: $27,228Net Assets 2019: $1,003,2832019Assets 2020: $1,223,238Liabilities 2020: $60,616Net Assets 2020: $1,162,6222020Assets 2021: $1,575,273Liabilities 2021: $37,467Net Assets 2021: $1,537,8062021Assets 2022: $1,772,635Liabilities 2022: $36,018Net Assets 2022: $1,736,6172022Assets 2023: $1,802,291Liabilities 2023: $22,294Net Assets 2023: $1,779,9972023Assets 2024: $1,822,534Liabilities 2024: $30,936Net Assets 2024: $1,791,5982024Assets 2025: $1,973,038Liabilities 2025: $29,855Net Assets 2025: $1,943,1832025

Highlighted filing

2014

Assets$575,319
Liabilities$3,803
Net Assets$571,516

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $343,672Expenses 2012: $376,944Net Income 2012: -$33,2722012Revenue 2013: $352,310Expenses 2013: $448,507Net Income 2013: -$96,1972013Revenue 2014: $412,837Expenses 2014: $384,249Net Income 2014: $28,5882014Revenue 2015: $412,119Expenses 2015: $405,169Net Income 2015: $6,9502015Revenue 2016: $472,261Expenses 2016: $444,906Net Income 2016: $27,3552016Revenue 2017: $459,655Expenses 2017: $454,096Net Income 2017: $5,5592017Revenue 2018: $492,863Expenses 2018: $459,862Net Income 2018: $33,0012018Revenue 2019: $836,901Expenses 2019: $502,596Net Income 2019: $334,3052019Revenue 2020: $588,673Expenses 2020: $454,599Net Income 2020: $134,0742020Revenue 2021: $487,699Expenses 2021: $195,540Net Income 2021: $292,1592021Revenue 2022: $735,690Expenses 2022: $491,192Net Income 2022: $244,4982022Revenue 2023: $675,794Expenses 2023: $661,978Net Income 2023: $13,8162023Revenue 2024: $654,214Expenses 2024: $689,566Net Income 2024: -$35,3522024Revenue 2025: $806,590Expenses 2025: $716,834Net Income 2025: $89,7562025

Highlighted filing

2014

Revenue$412,837
Expenses$384,249
Net Income$28,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$415,751
Mission and Program Overview

Mission

PERFORMING ARTS CENTER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$262,965$297,393▲ $34,428
Land, Buildings, and Equipment, Net$200,976$185,013▼ $15,963
Cash and Non-Interest-Bearing Accounts$44,611$49,880▲ $5,269
Savings and Temporary Cash Investments$43,616$43,033▼ $583
Total Assets$552,168$575,319▲ $23,151
Liabilities
Other Liabilities$10,774$3,803▼ $6,971
Total Liabilities$10,774$3,803▼ $6,971
Net Assets / Fund Balance
Unrestricted Net Assets$541,394$571,516▲ $30,122
Total Net Assets Fund Balance$541,394$571,516▲ $30,122
Total Liabilities and Net Assets / Fund Balance$552,168$575,319▲ $23,151

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$178,725$1,234,131$1,412,856
Equipment$6,288$278,442$284,730
Other Securities$1,982--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel CaseyExecutive DirectorFT$60,223$60,223

Board Members and Trustees

NameTitle
Patty MeriamChair
Lorraine BrislinVice-chair
Ann GurinTrustee
Dick ShadrouiTrustee
Jan TobiasTrustee
Joe PreddyTrustee
Judy StermerTrustee
Karen LauzonTrustee
Robert PopeTrustee
Valerie BeaudetTrustee
William FieldTrustee
Steve PappasSecretary
U Nekol PyleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,341
Program Service Revenue
$293,323
Investment Income
$41,680
Other Revenue
$17,493
All Other Contributions
$22,999
Change in Net Assets
$28,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,841
Salaries, Compensation, and Employee Benefits$128,408
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,223$0$0$60,223
Comp Disqual Persons$33,716$22,478$0$56,194
Depreciation Depletion$30,962$1,049$0$32,011
Occupancy$11,997$2,999$0$14,996
Other Expenses$10,672$0$0$10,672
Fees for Service Investment Mgmnt Fees$9,178$0$0$9,178
Payroll Taxes$5,344$3,562$0$8,906
Insurance$6,739$1,685$0$8,424
All Other Expenses$3,715$4,700$0$8,415
Office Expenses$0$4,831$0$4,831
Other Employee Benefits$1,234$1,851$0$3,085
Advertising$855$0$0$855
Information Technology$0$213$0$213
Total Functional Expenses$340,881$43,368$0$384,249
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,340$16,340$1,307$15,033
Total Events$16,340$16,340$9,152$7,188
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Withheld$2,853
Gift Certificates Payable$730
Sales Tax Payable$220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
03-0270440
Phone
8024760292

Signing Officer

Name
Patty Meriam
Title
Chair
Phone
8024760292
Signed
2014-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Meriam
Formed
1982
Legal Domicile
Vt
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
20

Preparer

Preparer
Reta M Sanders CPA
Phone
8024768673
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization has members that contribute to the

Pt VI, Line 6

Organization on an annual basis.

Pt VI, Line 11B

The organizations executive director has reviewed and

Pt VI, Line 11B

Approved the fully prepared 990 before filing with the irs.

Pt VI, Line 15A

The organizations executive director is compensated based on

Pt VI, Line 15A

A salary set and elected by the board of directors.

Pt VI, Line 19

The organization makes its governing documents and conflict

Pt VI, Line 19

Of interest policy available for public inspection at

Pt VI, Line 19

The location of the organization.

Form 990, Part IX, Line 24F

Licenses and fees 1022. 1022. 0. Miscellaneous 1235. 1235. 0. Professional dues & membe 525. 525. 0. Fire watch 1272. 1272. 0. Telephone 3100. 2480. 620. 0. Professional development 1261. 1261. 0.

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IRS990/OtherEmployeeBenefitsGrp/TotalAmt03085
IRS990/OtherExpensesGrp/Desc0CONSULTANT SERVICES
IRS990/OtherExpensesGrp/Desc1PASS THROUGH EXPENSES
IRS990/OtherExpensesGrp/Desc2BOX OFFICE EXPENSES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt09059
IRS990/OtherExpensesGrp/ProgramServicesAmt1144113
IRS990/OtherExpensesGrp/ProgramServicesAmt213074
IRS990/OtherExpensesGrp/ProgramServicesAmt310672
IRS990/OtherExpensesGrp/TotalAmt09059
IRS990/OtherExpensesGrp/TotalAmt1144113
IRS990/OtherExpensesGrp/TotalAmt213074
IRS990/OtherExpensesGrp/TotalAmt310672
IRS990/OtherLiabilitiesGrp/BOYAmt010774
IRS990/OtherLiabilitiesGrp/EOYAmt03803
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0EQUIPMENT RENTAL NON PASS
IRS990/OtherRevenueMiscGrp/Desc1HISTORIC PRESERVATION FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06505
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14629
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06505
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14629
IRS990/OtherRevenueTotalAmt011134
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03562
IRS990/PayrollTaxesGrp/ProgramServicesAmt05344
IRS990/PayrollTaxesGrp/TotalAmt08906
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PATTY MERIAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1711300
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/BusinessCd3711300
IRS990/ProgramServiceRevenueGrp/BusinessCd4711300
IRS990/ProgramServiceRevenueGrp/Desc0THEATER RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PASS THROUGH CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2CELEBRATION SERIES
IRS990/ProgramServiceRevenueGrp/Desc3STUDENT MATINEE
IRS990/ProgramServiceRevenueGrp/Desc4EDUCATIONAL WORKSHOPS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt198548
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2142470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313936
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415465
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069835
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100000
IRS990/PYInvestmentIncomeAmt029716
IRS990/PYOtherExpensesAmt0217220
IRS990/PYOtherRevenueAmt011097
IRS990/PYProgramServiceRevenueAmt0241662
IRS990/PYRevenuesLessExpensesAmt0-96197
IRS990/PYSalariesCompEmpBnftPaidAmt0131287
IRS990/PYTotalExpensesAmt0448507
IRS990/PYTotalRevenueAmt0352310
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028588
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0371116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043616
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043033
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: ANNUAL GALA
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 16430.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 17588.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt32011: 14089.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt42012: 17526.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt52013: 16340.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc3Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc4Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc5Pt II Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0121676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0366380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01253
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt081794
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017526
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014089
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017588
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016430
IRS990ScheduleA/OtherIncome170Grp/TotalAmt081973
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69110
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.75520
IRS990ScheduleA/PublicSupportTotal170Amt0366380
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0121676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0366380
IRS990ScheduleA/TotalSupportAmt0530147
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06288
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0278442
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0284730
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0178725
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01234131
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01412856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02853

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.03$1.94$0.81$0.72$0.09
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.03$1.79$0.65$0.69$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.68$0.66$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.04$1.74$0.74$0.49$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.04$1.54$0.49$0.20$0.29
2020Summary only. Only limited summary data is available for this year.$1.22$0.06$1.16$0.59$0.45$0.13
2019Summary only. Only limited summary data is available for this year.$1.03$0.03$1.00$0.84$0.50$0.33
2018Summary only. Only limited summary data is available for this year.$0.69$0.02$0.67$0.49$0.46$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.46$0.45$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$0.47$0.44$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.58$0.41$0.41$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.57$0.41$0.38$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.01$0.54$0.35$0.45$0.10
2012Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$0.34$0.38$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits