Civic Intelligence

Sorg Opera Revitalization Group LLC

990 • Fiscal year 2020 • EIN 46-1115114

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2022

Organization ProfileWWW.SORGOPERAHOUSE.ORG
63 South Main StreetMiddletown, OH 45044

(513) 608-8194

Siviq Scores

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

Liabilities / Assets

79th percentile

0.37x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

1.31x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$545,449

Down $24,135 (-4.2%) from 2019

Net Assets

Down

$341,890

Down $52,049 (-13%) from 2019

Liabilities

Up

$203,559

Up $27,914 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin11th percentile

Revenue

Down

$154,813

Down $101,256 (-40%) from 2019

Expenses

Up

$206,862

Up $149,623 (+261%) from 2019

Net Income

Down

-$52,049

Down $250,879 (-126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$600K$400K$200K$0Assets 2012: $1Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2015: $0Liabilities 2015: $02015Assets 2016: $238,804Liabilities 2016: $169,1222016Assets 2017: $285,089Liabilities 2017: $166,782Net Assets 2017: $118,3072017Assets 2018: $356,339Liabilities 2018: $167,267Net Assets 2018: $189,0722018Assets 2019: $569,584Liabilities 2019: $175,645Net Assets 2019: $393,9392019Assets 2020: $545,449Liabilities 2020: $203,559Net Assets 2020: $341,8902020Assets 2021: $500,616Liabilities 2021: $193,559Net Assets 2021: $307,0572021Assets 2022: $475,458Liabilities 2022: $187,709Net Assets 2022: $287,7492022Assets 2023: $473,526Liabilities 2023: $31,979Net Assets 2023: $441,5472023

Highlighted filing

2020

Assets$545,449
Liabilities$203,559
Net Assets$341,890
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2015: $67,983Expenses 2015: $40,571Net Income 2015: $27,4122015Revenue 2016: $67,983Expenses 2016: $40,571Net Income 2016: $27,4122016Revenue 2017: $82,690Expenses 2017: $44,781Net Income 2017: $37,9092017Revenue 2018: $119,769Expenses 2018: $49,004Net Income 2018: $70,7652018Revenue 2019: $256,069Expenses 2019: $57,239Net Income 2019: $198,8302019Revenue 2020: $154,813Expenses 2020: $206,862Net Income 2020: -$52,0492020Revenue 2021: $304,428Expenses 2021: $339,261Net Income 2021: -$34,8332021Revenue 2022: $517,412Expenses 2022: $536,720Net Income 2022: -$19,3082022Revenue 2023: $474,058Expenses 2023: $476,507Net Income 2023: -$2,4492023

Highlighted filing

2020

Revenue$154,813
Expenses$206,862
Net Income-$52,049
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2022
Return Version
2020v4.2
Gross Receipts
$154,813
Mission and Program Overview

Mission

To bring diverse music of many genres in order to bring additional cultural and educational opportunities to the residents of middletown, ohio and the region and to use funds derived from those efforts to rehab and revitalize a 128 year old theater.

To bring diverse music of many genres in order to bring additional cultural and educational opportunitites to the residents of middletown, ohio and the region and to use funds derived from those efforts to rehab and revitalize a 128 year old theater.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$499,124$484,652▼ $14,472
Pd in Cap Srpls Land Bldg Eqp Fund$203,969$203,969→ $0
Loans From Officers Directors$167,382$165,730▼ $1,652
Rtn Earn Endowment Incm Other Fnds$122,270$70,221▼ $52,049
Cap Stk Tr Prin Current Funds$67,700$67,700→ $0
Cash and Non-Interest-Bearing Accounts$24,600$40,797▲ $16,197
Savings and Temporary Cash Investments$40,610$20,000▼ $20,610
Prepaid Expenses and Deferred Charges$5,250$0▼ $5,250
Total Assets$569,584$545,449▼ $24,135
Liabilities
Mortgage Notes Payable Secured by Investment Property-$30,500-
Accounts Payable and Accrued Expenses$7,329$7,329→ $0
Other Liabilities$934$0▼ $934
Total Liabilities$175,645$203,559▲ $27,914
Net Assets / Fund Balance
Total Net Assets Fund Balance$393,939$341,890▼ $52,049
Total Liabilities and Net Assets / Fund Balance$569,584$545,449▼ $24,135

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$462,668$38,161$500,829
Land$17,000-$17,000
Other Land Buildings$4,984$4,773$9,757
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Nancy GriffithPresident
Barb ChasteenDirector
Larry Mulligan IiiDirector
Snyder SmithDirector
Steve ReamDirector
Sue WittmanDirector
Chris LesterSecretary
Andy SeibertVP
Revenue and Support

Revenue Composition

Contributions and Grants
$95,997
Program Service Revenue
$58,074
Investment Income
$742
Other Revenue
$0
All Other Contributions
$49,267
Change in Net Assets
$-52,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,862
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
All Other Expenses$6,128$26,585-$32,713
Advertising$18,892--$18,892
Depreciation Depletion-$14,472-$14,472
Other Expenses$8,538$19,561-$8,538
Conferences and Meetings$8,461--$8,461
Office Expenses-$6,642-$6,642
Fees for Services Legal-$5,500-$5,500
Information Technology-$4,376-$4,376
Occupancy$3,746--$3,746
Insurance-$3,493-$3,493
Interest-$3,348-$3,348
Fees for Services Other-$1,000-$1,000
Total Functional Expenses$100,990$105,872$0$206,862
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
Loans from Officers, Directors, Trustees, and Key Employees$167,382$165,730▼ $1,652
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 B, Line 11B

“Copy of full form 990 supplied to all directors for review and comment”

Form 990, Part VI, Section C, Line 19

“Documents will be made available online and can be printed if requested”

Filing and Contact Details

Filer

Filer Name
Sorg Opera Revitalization Group LLC
EIN
46-1115114
Phone
5136088194
Address
63 SOUTH MAIN STREET, MIDDLETOWN, OH 45044

Signing Officer

Name
Nancy Griffith
Title
President
Phone
5136088194
Signed
2022-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Griffith
Formed
2014
Legal Domicile
Ky
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
150

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Anna M Helfen CPA
Phone
9372260070
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01349
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09128
IRS990ScheduleA/InvestmentIncomeCYPct00.01140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98860
IRS990ScheduleA/PublicSupportTotal509Amt0788707
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0199672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0344848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0154776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089411
IRS990ScheduleA/Total509Grp/TotalAmt0788707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0200415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0346197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt095380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0797835
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0462668
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038161
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0500829
IRS990ScheduleD/LandGrp/BookValueAmt017000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04984
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04773
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09757
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0484652
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0165730
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0CDK & ASSOCIATES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0168000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SORG ENTERED INTO A MORTGAGE WITH CDK & ASSOCIATES IN 2015 TO EVIDENCE PURCHASE OF ASSETS (LAND AND BUILDING FOR HISTORIC THEATER) BY SORG (AFTER ESTABLISHING ITS NON-PROFIT STATUS). CDK COMPRISED SORG'S FORMER PRESIDENT, FORMER SECRETARY AND FORMER TREASURER. CDK PURCHASED THE ASSETS IN 2014. NO ONE FROM CDK IS CURRENTLY ASSOCIATED WITH SORG.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II
IRS990ScheduleL/TotalBalanceDueAmt0165730
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FULL FORM 990 SUPPLIED TO ALL DIRECTORS FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS WILL BE MADE AVAILABLE ONLINE AND CAN BE PRINTED IF REQUESTED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0569584
IRS990/TotalAssetsEOYAmt0545449
IRS990/TotalAssetsGrp/BOYAmt0569584
IRS990/TotalAssetsGrp/EOYAmt0545449
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt095997
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105872
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100990
IRS990/TotalFunctionalExpensesGrp/TotalAmt0206862
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175645
IRS990/TotalLiabilitiesEOYAmt0203559
IRS990/TotalLiabilitiesGrp/BOYAmt0175645
IRS990/TotalLiabilitiesGrp/EOYAmt0203559
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0393939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0341890
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0100990
IRS990/TotalProgramServiceRevenueAmt058074
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt058074
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154813
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0569584
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0545449
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 SOUTH MAIN STREET
IRS990/USAddress/CityNm0MIDDLETOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045044
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.SORGOPERAHOUSE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY GRIFFITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05136088194
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SORG OPERA REVITALIZATION GROUP LLC
ReturnHeader/Filer/BusinessNameControlTxt0SORG
ReturnHeader/Filer/EIN0461115114
ReturnHeader/Filer/PhoneNum05136088194
ReturnHeader/Filer/USAddress/AddressLine1Txt063 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 INNOVATION DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,449
Liabilities
$203,559
Net assets
$341,890
Revenue
$154,813
Expenses
$206,862
Net income
-$52,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.32$4.42$4.74$4.77$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.75$1.88$2.88$5.17$5.37$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.01$1.94$3.07$3.04$3.39$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.45$2.04$3.42$1.55$2.07$0.52
2019Summary only. Only limited summary data is available for this year.$5.70$1.76$3.94$2.56$0.57$1.99
2018Detailed filing. Detailed filing data is available for this year.$3.56$1.67$1.89$1.20$0.49$0.71
2017Detailed filing. Detailed filing data is available for this year.$2.85$1.67$1.18$0.83$0.45$0.38
2016Summary only. Only limited summary data is available for this year.$2.39$1.69$0.68$0.41$0.27
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.68$0.41$0.27
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00