Civic Intelligence

Orpheum Theatre Endowment Inc.

990 • Fiscal year 2014 • EIN 46-0496569

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 18, 2015

Organization ProfileN/A
520 Pierce StSioux City, IA 51101

(712) 258-9164

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

230%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,698,379

Up $229,940 (+5.1%) from 2013

Net Assets

Up

$4,698,379

Up $229,940 (+5.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin99th percentile

Revenue

Up

$1,013,470

Up $706,231 (+230%) from 2013

Expenses

Down

$10,463

Down $179,847 (-95%) from 2013

Net Income

Up

$1,003,007

Up $886,078 (+758%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,726,726Liabilities 2010: $0Net Assets 2010: $3,726,7262010Assets 2011: $3,467,383Liabilities 2011: $0Net Assets 2011: $3,467,3832011Assets 2012: $3,994,857Liabilities 2012: $0Net Assets 2012: $3,994,8572012Assets 2013: $4,468,439Liabilities 2013: $0Net Assets 2013: $4,468,4392013Assets 2014: $4,698,379Liabilities 2014: $0Net Assets 2014: $4,698,3792014Assets 2015: $4,658,144Liabilities 2015: $0Net Assets 2015: $4,658,1442015Assets 2016: $5,024,299Liabilities 2016: $0Net Assets 2016: $5,024,2992016Assets 2017: $5,686,660Liabilities 2017: $0Net Assets 2017: $5,686,6602017Assets 2018: $5,047,299Liabilities 2018: $0Net Assets 2018: $5,047,2992018Assets 2019: $5,658,245Liabilities 2019: $0Net Assets 2019: $5,658,2452019Assets 2020: $6,368,371Liabilities 2020: $0Net Assets 2020: $6,368,3712020Assets 2021: $6,881,341Liabilities 2021: $0Net Assets 2021: $6,881,3412021Assets 2022: $5,948,800Liabilities 2022: $0Net Assets 2022: $5,948,8002022Assets 2023: $6,653,715Liabilities 2023: $0Net Assets 2023: $6,653,7152023Assets 2024: $7,151,348Liabilities 2024: $0Net Assets 2024: $7,151,3482024

Highlighted filing

2014

Assets$4,698,379
Liabilities$0
Net Assets$4,698,379
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $89,7522010Expenses 2011: $164,4422011Expenses 2012: $87,9142012Revenue 2013: $307,239Expenses 2013: $190,310Net Income 2013: $116,9292013Revenue 2014: $1,013,470Expenses 2014: $10,463Net Income 2014: $1,003,0072014Revenue 2015: $193,461Expenses 2015: $44,482Net Income 2015: $148,9792015Revenue 2016: $236,377Expenses 2016: $32,012Net Income 2016: $204,3652016Revenue 2017: $675,341Expenses 2017: $55,433Net Income 2017: $619,9082017Revenue 2018: $212,758Expenses 2018: $205,239Net Income 2018: $7,5192018Revenue 2019: $162,147Expenses 2019: $343,635Net Income 2019: -$181,4882019Revenue 2020: $300,200Expenses 2020: $31,206Net Income 2020: $268,9942020Revenue 2021: $383,602Expenses 2021: $301,124Net Income 2021: $82,4782021Revenue 2022: $207,682Expenses 2022: $37,042Net Income 2022: $170,6402022Revenue 2023: $298,535Expenses 2023: $29,820Net Income 2023: $268,7152023Revenue 2024: $481,727Expenses 2024: $33,101Net Income 2024: $448,6262024

Highlighted filing

2014

Revenue$1,013,470
Expenses$10,463
Net Income$1,003,007
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 18, 2015
Return Version
2014v5.0
Gross Receipts
$4,853,218
Mission and Program Overview

Mission

Maintenance of an endowment fund for the preservation of the orpheum theatre in sioux city, iowa

Maintenance of an endowment fund for the preservation of the orpheum theatre in sioux city, iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,468,439$4,698,379▲ $229,940
Total Assets$4,468,439$4,698,379▲ $229,940
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,385,833$2,385,833→ $0
Temporarily Rstr Net Assets$2,082,606$2,312,546▲ $229,940
Total Net Assets Fund Balance$4,468,439$4,698,379▲ $229,940
Total Liabilities and Net Assets / Fund Balance$4,468,439$4,698,379▲ $229,940

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,468,438-▲ $240,404-$4,698,379
2013$3,994,857$52,035▲ $611,856-$4,468,438
2012$3,467,383$155,383▲ $460,005-$3,994,857
2011$3,726,726-▼ $94,901-$3,467,383
2010$3,261,500-▲ $554,978-$3,726,726
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jim YanneyChairman
Bill PersingerBoard Member
Cindy WaittBoard Member
Cy ChestermanBoard Member
Jack BernsteinBoard Member
John MeyersBoard Member
Mike BennettBoard Member
Regina RothBoard Member
Rob MarqueseeBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,013,470
Other Revenue
$0
Change in Net Assets
$1,003,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,463
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$5,481-$5,481
Fees for Services Other-$4,982-$4,982
Total Functional Expenses$0$10,463$0$10,463
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
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 B, Line 11

“The organization reviews and approves return after completion by preparer.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Orpheum Theatre Endowment Inc
EIN
46-0496569
Phone
7122589164
Address
520 PIERCE ST, SIOUX CITY, IA 51101

Signing Officer

Name
Jack Berenstein
Title
Chairman
Phone
7122589164
Signed
2015-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Berenstein
Formed
2002
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Henjes Conner & Williams Pc
Address
800 FRANCES BLDG, SIOUX CITY, IA 51101
Preparer
Melissa J Willer
Phone
7122773931
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fiduciary fees: program service expenses 0. Management and general expenses 4,982. Fundraising expenses 0. Total expenses 4,982.”

Financial Statement Notes

PART V, LINE 4:

“The income from endowment funds are utilized for the maintenance of the orpheum theater in sioux city, iowa.”

Raw XML Appendix390 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03726726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt075000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0554978
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.49220
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME FROM ENDOWMENT FUNDS ARE UTILIZED FOR THE MAINTENANCE OF THE ORPHEUM THEATER IN SIOUX CITY, IOWA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS AND APPROVES RETURN AFTER COMPLETION BY PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIDUCIARY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,982. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,982.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORPHEUM THEATRE PRESERVATION PROJECT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421339054
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRESERVATION OF ORPHEUM THEATRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SEC. 170B(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0520 PIERCE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SIOUX CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd051101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ORPHEUM THEATRE PRESERVATION PROJECT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02082606
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02312546
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04468439
IRS990/TotalAssetsEOYAmt04698379
IRS990/TotalAssetsGrp/BOYAmt04468439
IRS990/TotalAssetsGrp/EOYAmt04698379
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010463
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04468439
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04698379
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt076682
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0936788
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01013470
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04468439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04698379
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 PIERCE ST
IRS990/USAddress/CityNm0SIOUX CITY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051101
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BERENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07122589164
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORPHEUM THEATRE ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0ORPH
ReturnHeader/Filer/EIN0460496569
ReturnHeader/Filer/PhoneNum07122589164
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 PIERCE ST
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481292483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENJES CONNER & WILLIAMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 FRANCES BLDG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122773931
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA J WILLER
ReturnHeader/ReturnTs02015-08-17T10:23:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,698,379
Liabilities
$0
Net assets
$4,698,379
Revenue
$1,013,470
Expenses
$10,463
Net income
$1,003,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.48$0.03$0.45
2023Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.30$0.03$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.21$0.04$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.38$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.30$0.03$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.16$0.34$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.21$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.68$0.06$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.24$0.03$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.19$0.04$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$1.01$0.01$1.00
2013Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.31$0.19$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$0.09
Peer Organizations

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