Civic Intelligence

Monroe Theatre Guild Inc

EIN 39-1253448 • 501(c)3 • Monroe, WI

Profile

To provide regional entertainment through live theatre and related performing arts, activities, and education.

910 16th AvenueMonroe, WI 53566

monroetheatre.com

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

58th percentile

8.3%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$568,129

Up $15,681 (+2.8%) from 2023

Liabilities

Down

-$796

Down $153 (-24%) from 2023

Net Assets

Up

$568,925

Up $15,834 (+2.9%) from 2023

Revenue

Up

$123,112

Up $27,403 (+29%) from 2023

Expenses

Down

$112,891

Down $3,959 (-3.4%) from 2023

Net Income

Up

$10,221

Up $31,362 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2008: $154,102Liabilities 2008: $0Net Assets 2008: $154,1022008Assets 2009: $271,619Liabilities 2009: $0Net Assets 2009: $271,6192009Assets 2010: $486,496Liabilities 2010: $43,000Net Assets 2010: $443,4962010Assets 2013: $410,730Liabilities 2013: $0Net Assets 2013: $410,7302013Assets 2014: $419,460Liabilities 2014: $0Net Assets 2014: $419,4602014Assets 2015: $631,282Liabilities 2015: $9,305Net Assets 2015: $621,9772015Assets 2016: $653,474Liabilities 2016: $10,939Net Assets 2016: $642,5352016Assets 2017: $637,202Liabilities 2017: $15,556Net Assets 2017: $621,6462017Assets 2018: $610,084Liabilities 2018: $14,801Net Assets 2018: $595,2832018Assets 2019: $589,923Liabilities 2019: $1,131Net Assets 2019: $588,7922019Assets 2021: $553,901Liabilities 2021: -$89Net Assets 2021: $553,9902021Assets 2022: $573,589Liabilities 2022: -$643Net Assets 2022: $574,2322022Assets 2023: $552,448Liabilities 2023: -$643Net Assets 2023: $553,0912023Assets 2024: $568,129Liabilities 2024: -$796Net Assets 2024: $568,9252024

Highlighted filing

2024

Assets$568,129
Liabilities-$796
Net Assets$568,925

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2008: $44,764Expenses 2008: $51,912Net Income 2008: -$7,1482008Revenue 2009: $191,521Expenses 2009: $143,110Net Income 2009: $48,4112009Revenue 2010: $230,782Expenses 2010: $163,212Net Income 2010: $67,5702010Revenue 2013: $91,846Expenses 2013: $84,797Net Income 2013: $7,0492013Revenue 2014: $99,382Expenses 2014: $84,552Net Income 2014: $14,8302014Revenue 2015: $73,237Expenses 2015: $81,269Net Income 2015: -$8,0322015Revenue 2016: $101,086Expenses 2016: $80,528Net Income 2016: $20,5582016Revenue 2017: $145,494Expenses 2017: $166,383Net Income 2017: -$20,8892017Revenue 2018: $71,124Expenses 2018: $97,767Net Income 2018: -$26,6432018Revenue 2019: $69,828Expenses 2019: $94,391Net Income 2019: -$24,5632019Revenue 2021: $53,355Expenses 2021: $70,565Net Income 2021: -$17,2102021Revenue 2022: $128,122Expenses 2022: $107,880Net Income 2022: $20,2422022Revenue 2023: $95,709Expenses 2023: $116,850Net Income 2023: -$21,1412023Revenue 2024: $123,112Expenses 2024: $112,891Net Income 2024: $10,2212024

Highlighted filing

2024

Revenue$123,112
Expenses$112,891
Net Income$10,221

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.01$5.69$1.23$1.13$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.01$5.53$0.96$1.17$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.01$5.74$1.28$1.08$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.53$0.71$0.17
2019Summary only. Only limited summary data is available for this year.$5.90$0.01$5.89$0.70$0.94$0.25
2018Summary only. Only limited summary data is available for this year.$6.10$0.15$5.95$0.71$0.98$0.27
2017Summary only. Only limited summary data is available for this year.$6.37$0.16$6.22$1.45$1.66$0.21
2016Summary only. Only limited summary data is available for this year.$6.53$0.11$6.43$1.01$0.81$0.21
2015Summary only. Only limited summary data is available for this year.$6.31$0.09$6.22$0.73$0.81$0.08
2014Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$0.99$0.85$0.15
2013Summary only. Only limited summary data is available for this year.$4.11$0.00$4.11$0.92$0.85$0.07
2010Summary only. Only limited summary data is available for this year.$4.86$0.43$4.43$2.31$1.63$0.68
2009Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$1.92$1.43$0.48
2008Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.45$0.52$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$128,122
Mission and Program Overview

Mission

To provide regional entertainment through live theatre and related performing arts, activities, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$435,891$422,424▼ $13,467
Savings and Temporary Cash Investments$107,994$113,877▲ $5,883
Cash and Non-Interest-Bearing Accounts$10,016$37,288▲ $27,272
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$553,901$573,589▲ $19,688
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$-89$-643▼ $554
Total Liabilities$-89$-643▼ $554
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$553,990$574,232▲ $20,242
Total Net Assets Fund Balance$553,990$574,232▲ $20,242
Total Liabilities and Net Assets / Fund Balance$553,901$573,589▲ $19,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$372,165$148,683$520,848
Land$50,000-$50,000
Other Land Buildings$259$25,124$25,383
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennie LembachPresident
Katie LandmarkVice President
Dodi WestgardDirector
Jenny BredesonDirector
Stephen EliassonDirector
Tashna SmithDirector
Michelle KisterSecretary
Suzann HollandSecretary
Greg BettinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,445
Program Service Revenue
$87,508
Investment Income
$0
Other Revenue
$1,169
All Other Contributions
$33,177
Change in Net Assets
$20,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,791
Salaries, Compensation, and Employee Benefits$24,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$23,243--$23,243
Other Salaries and Wages-$21,834-$21,834
Depreciation Depletion$13,466--$13,466
Advertising$8,173--$8,173
All Other Expenses$6,854$275-$7,129
Office Expenses-$6,905-$6,905
Insurance-$5,048-$5,048
Payroll Taxes-$2,255-$2,255
Other Expenses$1,977$3,772-$1,977
Total Functional Expenses$67,791$40,089$0$107,880
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Part VI, Section A, Line 6

Monroe Theatre Guild is composed of members. Local individuals, families, and businesses purchase memberships every year at the annual meeting. The members vote for the board of directors. Members of the board serve three-year terms with approximately one-third of the board being up for election every year.

Form 990, Part VI, Section A, Line 8B

Minutes are not kept for sub-committee meetings. The sub-committees report their activities at the monthly board of directors meeting, and these reports are in the board minutes.

Form 990, Part VI, Section B, Line 11B

Members of the board are given 990 at board meeting, and finance committee will address any questions from the board.

Form 990, Part VI, Section C, Line 19

Anyone from the community who wishes to see the governing documents may contact the business office and arrangements will be made to make them available in a convenient manner.

Filing and Contact Details

Filer

Filer Name
Monroe Theatre Guild Inc
EIN
39-1253448
Phone
6083246530
Address
910 16th Avenue, Monroe, WI 53566

Signing Officer

Name
Jennie Lembach
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
40

Preparer

Firm
Reffue Pas Jacobson Roth & Koster LLP
Address
901 16th Ave, Monroe, WI 53566
Preparer
Daniel T JacobsonCPA
Phone
6083252141
Raw XML AppendixShowing 400 of 466 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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IRS990/ProgramServiceRevenueGrp/Desc1Concessions
IRS990/ProgramServiceRevenueGrp/Desc2Costumes
IRS990/ProgramServiceRevenueGrp/Desc3Program Ads
IRS990/ProgramServiceRevenueGrp/Desc4Ticket Sales
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt22622
IRS990/ProgramServiceRevenueGrp/ExclusionAmt31800
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IRS990/PYOtherRevenueAmt071
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IRS990/PYRevenuesLessExpensesAmt0-17210
IRS990/PYSalariesCompEmpBnftPaidAmt017640
IRS990/PYTotalExpensesAmt070565
IRS990/PYTotalRevenueAmt053355
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleD/LandGrp/BookValueAmt050000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Monroe Theatre Guild is composed of members. Local individuals, families, and businesses purchase memberships every year at the annual meeting. The members vote for the board of directors. Members of the board serve three-year terms with approximately one-third of the board being up for election every year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Minutes are not kept for sub-committee meetings. The sub-committees report their activities at the monthly board of directors meeting, and these reports are in the board minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the board are given 990 at board meeting, and finance committee will address any questions from the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Anyone from the community who wishes to see the governing documents may contact the business office and arrangements will be made to make them available in a convenient manner.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalAssetsEOYAmt0573589
IRS990/TotalAssetsGrp/BOYAmt0553901
IRS990/TotalAssetsGrp/EOYAmt0573589
IRS990/TotalCompGreaterThan150KInd0false

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