Civic Intelligence

Marblehead Little Theatre

EIN 04-2665205 • 501(c)3 • Marblehead, MA

Profile

CULTURAL EDUCATION

12 School StreetMarblehead, MA 01945

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$3,800

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-7.8%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,007,524

Down $5,707 (-0.6%) from 2024

Liabilities

Up

$8,867

Up $5,420 (+157%) from 2024

Net Assets

Down

$998,657

Down $11,127 (-1.1%) from 2024

Revenue

Down

$288,684

Down $24,463 (-7.8%) from 2024

Expenses

Up

$299,811

Up $17,785 (+6.3%) from 2024

Net Income

Down

-$11,127

Down $42,248 (-136%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,167,618Liabilities 2012: $78,124Net Assets 2012: $1,089,4942012Assets 2013: $1,159,546Liabilities 2013: $53,564Net Assets 2013: $1,105,9822013Assets 2014: $1,102,943Liabilities 2014: $28,257Net Assets 2014: $1,074,6862014Assets 2015: $1,062,958Liabilities 2015: $2,179Net Assets 2015: $1,060,7792015Assets 2016: $1,062,538Liabilities 2016: $0Net Assets 2016: $1,062,5382016Assets 2017: $1,150,973Liabilities 2017: $0Net Assets 2017: $1,150,9732017Assets 2018: $1,090,193Liabilities 2018: $0Net Assets 2018: $1,090,1932018Assets 2019: $1,048,827Liabilities 2019: $0Net Assets 2019: $1,048,8272019Assets 2020: $994,189Liabilities 2020: $125Net Assets 2020: $994,0642020Assets 2021: $1,145,941Liabilities 2021: $125Net Assets 2021: $1,145,8162021Assets 2022: $1,077,731Liabilities 2022: $125Net Assets 2022: $1,077,6062022Assets 2023: $1,052,060Liabilities 2023: $3,421Net Assets 2023: $1,048,6392023Assets 2024: $1,013,231Liabilities 2024: $3,447Net Assets 2024: $1,009,7842024Assets 2025: $1,007,524Liabilities 2025: $8,867Net Assets 2025: $998,6572025

Highlighted filing

2025

Assets$1,007,524
Liabilities$8,867
Net Assets$998,657

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $228,971Expenses 2012: $210,022Net Income 2012: $18,9492012Revenue 2013: $209,641Expenses 2013: $193,153Net Income 2013: $16,4882013Revenue 2014: $183,455Expenses 2014: $214,751Net Income 2014: -$31,2962014Revenue 2015: $194,276Expenses 2015: $208,126Net Income 2015: -$13,8502015Revenue 2016: $196,915Expenses 2016: $195,146Net Income 2016: $1,7692016Revenue 2017: $275,572Expenses 2017: $187,197Net Income 2017: $88,3752017Revenue 2018: $156,652Expenses 2018: $217,382Net Income 2018: -$60,7302018Revenue 2019: $221,883Expenses 2019: $272,237Net Income 2019: -$50,3542019Revenue 2020: $145,376Expenses 2020: $200,014Net Income 2020: -$54,6382020Revenue 2021: $287,556Expenses 2021: $135,804Net Income 2021: $151,7522021Revenue 2022: $113,095Expenses 2022: $181,305Net Income 2022: -$68,2102022Revenue 2023: $216,054Expenses 2023: $245,071Net Income 2023: -$29,0172023Revenue 2024: $313,147Expenses 2024: $282,026Net Income 2024: $31,1212024Revenue 2025: $288,684Expenses 2025: $299,811Net Income 2025: -$11,1272025

Highlighted filing

2025

Revenue$288,684
Expenses$299,811
Net Income-$11,127

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.01$1.00$0.29$0.30$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.31$0.28$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.22$0.25$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.11$0.18$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.29$0.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.20$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.22$0.27$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.16$0.22$0.06
2017Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.28$0.19$0.09
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.20$0.20$0.00
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.19$0.21$0.01
2014Summary only. Only limited summary data is available for this year.$1.10$0.03$1.07$0.18$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$1.16$0.05$1.11$0.21$0.19$0.02
2012Summary only. Only limited summary data is available for this year.$1.17$0.08$1.09$0.23$0.21$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 15, 2025
Return Version
2024v5.0
Gross Receipts
$288,684
Mission and Program Overview

Mission

CULTURAL EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$565,378$511,553▼ $53,825
Savings and Temporary Cash Investments$379,672$377,563▼ $2,109
Cash and Non-Interest-Bearing Accounts$68,181$118,408▲ $50,227
Total Assets$1,013,231$1,007,524▼ $5,707
Liabilities
Accounts Payable and Accrued Expenses$3,447$8,867▲ $5,420
Total Liabilities$3,447$8,867▲ $5,420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,009,784$998,657▼ $11,127
Total Net Assets Fund Balance$1,009,784$998,657▼ $11,127
Total Liabilities and Net Assets / Fund Balance$1,013,231$1,007,524▼ $5,707

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$482,828$1,150,434$1,633,262
Equipment$28,725$136,535$165,260
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alma MahonSecretaryPT$3,800$3,800
Erin PelikhovDirectorPT$1,380$1,380

Board Members and Trustees

NameTitle
Julie Rs MenardPresident
Anne Marie LucasDirector
Betty LautnerDirector
Bianca VranceanuDirector
David FoyeDirector
Dayle PersonsDirector
Stephen BlackDirector
Ted MerrittDirector
Danuta ShashaTreasurer
Gertrude OlivettiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$100,744
Program Service Revenue
$164,611
Investment Income
$17,905
Other Revenue
$5,424
All Other Contributions
$100,744
Change in Net Assets
$-11,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,721
Salaries, Compensation, and Employee Benefits$5,090
Total Fundraising Expense$612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$85,026--$85,026
Depreciation Depletion$64,738--$64,738
Fees for Services Other$64,050--$64,050
Royalties$28,187--$28,187
Fees for Services Accounting-$19,350-$19,350
Insurance$13,512--$13,512
Current Officers, Directors, Trustees, and Key Employees$5,090--$5,090
Office Expenses$1,023$3,738-$4,761
Other Expenses$3,190$139$111$3,440
Advertising$1,430-$501$1,931
Total Functional Expenses$275,972$23,227$612$299,811
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with 35% controlled entity
No
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
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the treasurer before e-filing. After the treasurer approves the filing, the 990 is made available to the board at the next regularly scheduled meeting.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Marblehead Little Theatre Inc
EIN
04-2665205
Phone
7816319697
Address
12 SCHOOL STREET, MARBLEHEAD, MA 01945

Signing Officer

Name
Danuta Shasha
Title
Treasurer
Phone
7817388278
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Rs Menard
Formed
1955
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
25

Preparer

Firm
Worthington Hughes & Hoar Pc
Address
400 W CUMMINGS PARK STE 3000, WOBURN, MA 01801-6592
Preparer
Anthony F Caruso
Phone
7813053534
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Executive producer 5,600 0 0 performer stipends 58,450 0 0 total 64,050 0 0

Raw XML Appendix393 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER BEFORE E-FILING. AFTER THE TREASURER APPROVES THE FILING, THE 990 IS MADE AVAILABLE TO THE BOARD AT THE NEXT REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012 SCHOOL STREET
IRS990/USAddress/CityNm0MARBLEHEAD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001945
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MLTLIVE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANUTA SHASHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07817388278
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLEHEAD LITTLE THEATRE INC
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0042665205
ReturnHeader/Filer/PhoneNum07816319697
ReturnHeader/Filer/USAddress/AddressLine1Txt012 SCHOOL STREET
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472399509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORTHINGTON HUGHES & HOAR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W CUMMINGS PARK STE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018016592
ReturnHeader/PreparerPersonGrp/PhoneNum07813053534
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY F CARUSO
ReturnHeader/ReturnTs02025-09-16T14:34:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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