Civic Intelligence

Ovation Theatre

990EZ • Fiscal year 2020 • EIN 47-1388690

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 17, 2020

PO Box 235395Encinitas, CA 92023-5395

(619) 823-7462

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.26x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-6.4%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-9.8%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Down

$56,743

Down $6,143 (-9.8%) from 2019

Net Assets

Down

$42,156

Down $18,475 (-30%) from 2019

Liabilities

Up

$14,587

Up $12,332 (+547%) from 2019

Revenue

Down

$84,898

Down $32,856 (-28%) from 2019

Expenses

Down

$90,373

Down $22,184 (-20%) from 2019

Net Income

Down

-$5,475

Down $10,672 (-205%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $28,749Liabilities 2017: $384Net Assets 2017: $28,3652017Assets 2018: $57,205Liabilities 2018: $1,7712018Assets 2019: $62,886Liabilities 2019: $2,255Net Assets 2019: $60,6312019Assets 2020: $56,743Liabilities 2020: $14,587Net Assets 2020: $42,1562020Assets 2021: $56,532Liabilities 2021: $13,405Net Assets 2021: $43,1272021Assets 2022: $29,158Liabilities 2022: $13,005Net Assets 2022: $16,1532022Assets 2023: $55,004Liabilities 2023: $14,931Net Assets 2023: $40,0732023Assets 2024: $61,370Liabilities 2024: $12,658Net Assets 2024: $48,7122024Assets 2025: $62,681Liabilities 2025: $8,357Net Assets 2025: $54,3242025

Highlighted filing

2020

Assets$56,743
Liabilities$14,587
Net Assets$42,156

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $118,307Expenses 2017: $99,944Net Income 2017: $18,3632017Revenue 2018: $104,626Expenses 2018: $77,557Net Income 2018: $27,0692018Revenue 2019: $117,754Expenses 2019: $112,557Net Income 2019: $5,1972019Revenue 2020: $84,898Expenses 2020: $90,373Net Income 2020: -$5,4752020Revenue 2021: $86,120Expenses 2021: $85,149Net Income 2021: $9712021Revenue 2022: $116,100Expenses 2022: $143,074Net Income 2022: -$26,9742022Revenue 2023: $208,936Expenses 2023: $198,016Net Income 2023: $10,9202023Revenue 2024: $209,509Expenses 2024: $200,870Net Income 2024: $8,6392024Revenue 2025: $229,605Expenses 2025: $223,993Net Income 2025: $5,6122025

Highlighted filing

2020

Revenue$84,898
Expenses$90,373
Net Income-$5,475
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 17, 2020
Return Version
2019v5.1
Gross Receipts
$86,117
Mission and Program Overview

Mission

To educate and enrich the community with musical theatre.

Educate and enrich the community with musical theatre.

Program Services

DescriptionGrantsExpenses
Ovation Theatre normally produces two musical theatre productions annually for afamily-centered audience. This year, due to COVID 19, only one show was producedand held in the theatre with 30-40 children acting and 800 audience members.$0$83,359
Phyllis Gregory Music and Theatre Memorial Scholarship:A memorial scholarship created for the benefit ofdeserving youth who are interested in the performing arts.$1,275$1,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela LaurentExecutive DirectorPT$0--
Scott GregoryExecutive DirectorPT$0--
Jennifer SuttonPresident Until 9/15/20-$0--
Karen MorelandPresident As Of Sept. 2020-$0--
Beth Fainberg-GlenerSecretary-$0--
Laura FletcherTreasurer, Resigned Sept 2020-$0--
Jennifer SuttonTreasurer Beginning Sept 15, 2020-$0--
Jane BellDirector-$0--
John FletcherDirector. Resigned Sept. 2020-$0--
Barbara GregoryDirector-$0--
Don GregoryDirector-$0--
James HinrichsDirector. Resigned Aug. 2020-$0--
Guy MangiameleDirector-$0--
Kelly MaDirector-$0--
Karen MorelandDirector Until Sept 2020-$0--
Filing and Contact Details

Filer

Filer Name
Musical Theatre Foundation DBA Ovation Theatre
EIN
47-1388690
Phone
6198237462
Address
PO Box 235395, Encinitas, CA 92023-5395

Signing Officer

Name
Jennifer Sutton
Title
Treasurer
Phone
6198237462
Signed
2020-12-17
Discuss with paid preparer
Yes

Preparer

Firm
David B McRee
Address
66 Boundary Blvd Apt 238, Rotonda West, FL 33947
Preparer
David B McRee
Phone
7273147263
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Educational Scholarship - Voice; Educational; Individual: , , , ; None, 500.

Form 990EZ, Part I, Line 10

Support Musical Theatre Arts; Theatre Arts; Various individuals: , , , ; None, 1275.

Form 990EZ, Part I, Line 16

Performing rights/license 6650.

Form 990EZ, Part I, Line 16

Sets and set-building 6462.

Form 990EZ, Part I, Line 16

Liability insurance 4162.

Form 990EZ, Part I, Line 16

NCSA Inventory 3000.

Form 990EZ, Part I, Line 16

Costumes 1534.

Form 990EZ, Part I, Line 16

Props 796.

Form 990EZ, Part I, Line 16

Photography 550.

Form 990EZ, Part I, Line 16

Tools 405.

Form 990EZ, Part I, Line 16

Supplies 345.

Form 990EZ, Part I, Line 16

Travel and meetings 245.

Form 990EZ, Part I, Line 16

Miscellaneous 1719.

Form 990EZ, Part I, Line 20

Unbilled rent for prior year use of facilities -13000.

Form 990EZ, Part II, Line 24

Receivables 66. 0.

Form 990EZ, Part II, Line 26

Credit card payable 2255. 1587.

Form 990EZ, Part II, Line 26

Theatre facility rent payable 0. 13000.

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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/OfficerDirectorTrusteeEmplGrp/PersonNm0Pamela Laurent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Sutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Moreland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth Fainberg-Glener
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laura Fletcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jennifer Sutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jane Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John Fletcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Barbara Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Don Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11James Hinrichs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Guy Mangiamele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Kelly Ma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Karen Moreland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President until 9/15/20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President as of Sept. 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer, resigned Sept 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer beginning Sept 15, 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director. Resigned Sept. 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director. Resigned Aug. 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director until Sept 2020
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Ovation Theatre normally produces two musical theatre productions annually for afamily-centered audience. This year, due to COVID 19, only one show was producedand held in the theatre with 30-40 children acting and 800 audience members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Phyllis Gregory Music and Theatre Memorial Scholarship:A memorial scholarship created for the benefit ofdeserving youth who are interested in the performing arts.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Schedule A, Part III. Due to the filing of a short year return, support reported in Schedule A reflects the following periods: 12/31/2016, 12/31/2017, SY 9/30/2018, 9/30/2019, 9/30/2020.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Educational Scholarship - Voice; Educational; Individual: , , , ; None, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Support Musical Theatre Arts; Theatre Arts; Various individuals: , , , ; None, 1275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Performing rights/license 6650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sets and set-building 6462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Liability insurance 4162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NCSA Inventory 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Costumes 1534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Props 796.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Photography 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tools 405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies 345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Travel and meetings 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous 1719.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Receivables 66. 0.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Theatre facility rent payable 0. 13000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Sutton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06198237462
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Musical Theatre Foundation DBA Ovation Theatre
ReturnHeader/Filer/BusinessNameControlTxt0MUSI
ReturnHeader/Filer/EIN0471388690
ReturnHeader/Filer/PhoneNum06198237462
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 235395
ReturnHeader/Filer/USAddress/CityNm0Encinitas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920235395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David B McRee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Boundary Blvd Apt 238
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rotonda West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033947
ReturnHeader/PreparerPersonGrp/PhoneNum07273147263
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B McRee
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-17T12:11:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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