Civic Intelligence

The Theater Foundation

EIN 33-0871129 • 501(c)3 • Murrieta, CA

Profile

To encourage and educate adults and youth in community participation and involvement in the performing arts.

41391 Kalmia Street Suite 200Murrieta, CA 92562

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$383,024

Up $19,232 (+5.3%) from 2022

Liabilities

Down

$13,590

Down $5,604 (-29%) from 2022

Net Assets

Up

$369,434

Up $24,836 (+7.2%) from 2022

Revenue

Up

$64,571

Up $29,787 (+86%) from 2022

Expenses

Up

$27,151

Up $17,978 (+196%) from 2022

Net Income

Up

$37,420

Up $11,809 (+46%) from 2022

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $131,316Liabilities 2011: $1,500Net Assets 2011: $129,8162011Assets 2012: $100,946Liabilities 2012: $0Net Assets 2012: $100,9462012Assets 2014: $87,620Liabilities 2014: $0Net Assets 2014: $87,6202014Assets 2015: $94,299Liabilities 2015: $25,000Net Assets 2015: $69,2992015Assets 2017: $331,926Liabilities 2017: $0Net Assets 2017: $331,9262017Assets 2018: $310,689Liabilities 2018: $0Net Assets 2018: $310,6892018Assets 2019: $324,832Liabilities 2019: $0Net Assets 2019: $324,8322019Assets 2020: $326,579Liabilities 2020: $19,400Net Assets 2020: $307,1792020Assets 2021: $345,839Liabilities 2021: $19,400Net Assets 2021: $326,4392021Assets 2022: $363,792Liabilities 2022: $19,194Net Assets 2022: $344,5982022Assets 2024: $383,024Liabilities 2024: $13,590Net Assets 2024: $369,4342024

Highlighted filing

2024

Assets$383,024
Liabilities$13,590
Net Assets$369,434

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $70,193Expenses 2011: $79,301Net Income 2011: -$9,1082011Revenue 2012: $58,050Expenses 2012: $86,920Net Income 2012: -$28,8702012Revenue 2014: $61,032Expenses 2014: $64,134Net Income 2014: -$3,1022014Revenue 2015: $28,425Expenses 2015: $31,585Net Income 2015: -$3,1602015Revenue 2017: $286,982Expenses 2017: $20,002Net Income 2017: $266,9802017Revenue 2018: $15,822Expenses 2018: $24,037Net Income 2018: -$8,2152018Revenue 2019: $25,907Expenses 2019: $18,734Net Income 2019: $7,1732019Revenue 2020: $20,978Expenses 2020: $23,800Net Income 2020: -$2,8222020Revenue 2021: $16,542Expenses 2021: $9,831Net Income 2021: $6,7112021Revenue 2022: $34,784Expenses 2022: $9,173Net Income 2022: $25,6112022Revenue 2024: $64,571Expenses 2024: $27,151Net Income 2024: $37,4202024

Highlighted filing

2024

Revenue$64,571
Expenses$27,151
Net Income$37,420

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$88,233
Mission and Program Overview

Mission

To encourage and educate adults and youth in community participation and involvement in the performing arts.

Program Services

DescriptionGrantsExpenses
BUILD, MAINTAIN AND PROVIDE A PERMANENT ADULT AND YOUTH COMMUNITY THEATER AND PROVIDE A PERMANENT LOCATION FOR TEMECULA VALLEY COMMUNITY PLAYHOUSE AND FINE ARTS NETWORK.$3,100$24,051
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY STEPHENSONPresident-$0--
BOBBI BOESDirector-$0--
PATTI DREWDirector-$0--
JAN LUNDAYTreasurer-$0--
SHERRY WILLIAMS-FLETCHERVice President-$0--
SUSAN MCLAUGHLINSecretary-$0--
TERRY WHITTINGTONDirector-$0--
DAN STEPHENSONDirector-$0--
PRESTON HELMSDirector-$0--
MARK MELISSA WHITEDirectors-$0--
JANINE KLAISLEDirector-$0--
NANCY MARSHALLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$32,675$27,775$3,513$24,262
Total Events$32,675$27,775$20,962$6,813
Filing and Contact Details

Filer

Filer Name
The Theater Foundation
EIN
33-0871129
Phone
9516960600
Address
41391 KALMIA STREET SUITE 200, MURRIETA, CA 92562

Signing Officer

Name
Steve Van Houten
Title
CFO
Phone
9516960600
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pkc Kuebler Apc
Address
27244 VIA INDUSTRIA, TEMECULA, CA 92590
Preparer
Julie Forest
Phone
9516766555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 10,917. Description: interest income. Amount: 1,704. Description: capital gain dividends. Amount: 1,649. Total included on form 990-ez, line 4: 14,270. Total to form 990-ez, line 14: 1,570.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 2. Grantee name: temecula valley players. Grantee address: 41606 date st temecula, ca 92562. Property description: cash. Date of gift: 12/16/24. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 3. Grantee name: temecula valley master chorale. Grantee address: p.o bxo 890204 temecula, ca 92589. Property description: cash. Date of gift: 12/19/24. Amount given: 600. Total included on form 990-ez, line 10: 3,100.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 257. Description: other expenses. Amount: 1,313.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card processing. Amount: 961. Description: insurance. Amount: 1,028. Description: license/permits. Amount: 50. Description: web hosting/computer. Amount: 87. Description: investment expense. Amount: 632. Description: arts connections. Amount: 15,949. Total to form 990-ez, line 16: 18,707.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/(loss) on investments. Amount: -2,107.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investment securities. Beg. Of year amount: 84,968. End of year amount: 101,573. Description: park city timeshare. Beg. Of year amount: 5,000. End of year amount: 5,000. Description: prepaid expenses. Beg. Of year amount: 11,097. End of year amount: 0. Description: note receivable. Beg. Of year amount: 10,000. End of year amount: 10,000. Description: security deposit. Beg. Of year amount: 0. End of year amount: 500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: sba loan. Beg. Of year amount: 16,683. End of year amount: 13,590.

Raw XML Appendix258 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUILD, MAINTAIN AND PROVIDE A PERMANENT ADULT AND YOUTH COMMUNITY THEATER AND PROVIDE A PERMANENT LOCATION FOR TEMECULA VALLEY COMMUNITY PLAYHOUSE AND FINE ARTS NETWORK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 10,917. DESCRIPTION: INTEREST INCOME. AMOUNT: 1,704. DESCRIPTION: CAPITAL GAIN DIVIDENDS. AMOUNT: 1,649. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 14,270. TOTAL TO FORM 990-EZ, LINE 14: 1,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: 2. GRANTEE NAME: TEMECULA VALLEY PLAYERS. GRANTEE ADDRESS: 41606 DATE ST TEMECULA, CA 92562. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/16/24. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: 3. GRANTEE NAME: TEMECULA VALLEY MASTER CHORALE. GRANTEE ADDRESS: P.O BXO 890204 TEMECULA, CA 92589. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/19/24. AMOUNT GIVEN: 600. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEPRECIATION. AMOUNT: 257. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,313.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARD PROCESSING. AMOUNT: 961. DESCRIPTION: INSURANCE. AMOUNT: 1,028. DESCRIPTION: LICENSE/PERMITS. AMOUNT: 50. DESCRIPTION: WEB HOSTING/COMPUTER. AMOUNT: 87. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 632. DESCRIPTION: ARTS CONNECTIONS. AMOUNT: 15,949. TOTAL TO FORM 990-EZ, LINE 16: 18,707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN/(LOSS) ON INVESTMENTS. AMOUNT: -2,107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INVESTMENT SECURITIES. BEG. OF YEAR AMOUNT: 84,968. END OF YEAR AMOUNT: 101,573. DESCRIPTION: PARK CITY TIMESHARE. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 5,000. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 11,097. END OF YEAR AMOUNT: 0. DESCRIPTION: NOTE RECEIVABLE. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 10,000. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: SBA LOAN. BEG. OF YEAR AMOUNT: 16,683. END OF YEAR AMOUNT: 13,590.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE VAN HOUTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09516960600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE THEATER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THEA
ReturnHeader/Filer/EIN0330871129
ReturnHeader/Filer/PhoneNum09516960600
ReturnHeader/Filer/USAddress/AddressLine1Txt041391 KALMIA STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461483607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKC KUEBLER APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027244 VIA INDUSTRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516766555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE FOREST
ReturnHeader/ReturnTs02025-11-14T13:10:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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