Civic Intelligence

Le Petit Theatre Du Vieux Carre

990 • Fiscal year 2014 • EIN 72-0423626

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

616 St Peter70116

(504) 522-9958

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,935,352

Up $32,521 (+0.8%) from 2013

Net Assets

Up

$3,740,300

Up $49,049 (+1.3%) from 2013

Liabilities

Down

$195,052

Down $16,528 (-7.8%) from 2013

Revenue And Expenses

Revenue

$843,926

No earlier filing loaded for comparison.

Expenses

Up

$811,776

Up $637,607 (+366%) from 2013

Net Income

$32,150

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,845,772Liabilities 2010: $785,065Net Assets 2010: $1,060,7072010Assets 2011: $1,822,055Liabilities 2011: $852,631Net Assets 2011: $969,4242011Assets 2012: $3,695,897Liabilities 2012: $37,291Net Assets 2012: $3,658,6062012Assets 2013: $3,902,831Liabilities 2013: $211,580Net Assets 2013: $3,691,2512013Assets 2014: $3,935,352Liabilities 2014: $195,052Net Assets 2014: $3,740,3002014Assets 2015: $3,840,497Liabilities 2015: $193,443Net Assets 2015: $3,647,0542015Assets 2016: $3,800,417Liabilities 2016: $144,757Net Assets 2016: $3,655,6602016Assets 2017: $4,941,249Liabilities 2017: $121,238Net Assets 2017: $4,820,0112017Assets 2018: $4,854,225Liabilities 2018: $124,672Net Assets 2018: $4,729,5532018Assets 2019: $4,904,557Liabilities 2019: $229,136Net Assets 2019: $4,675,4212019Assets 2020: $4,738,457Liabilities 2020: $108,283Net Assets 2020: $4,630,1742020Assets 2021: $4,819,388Liabilities 2021: $89,028Net Assets 2021: $4,730,3602021Assets 2022: $4,741,026Liabilities 2022: $72,516Net Assets 2022: $4,668,5102022Assets 2023: $4,805,617Liabilities 2023: $292,894Net Assets 2023: $4,512,7232023Assets 2024: $4,666,567Liabilities 2024: $458,440Net Assets 2024: $4,208,1272024

Highlighted filing

2014

Assets$3,935,352
Liabilities$195,052
Net Assets$3,740,300

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,460,674Expenses 2010: $1,583,653Net Income 2010: -$122,9792010Revenue 2011: $639,250Expenses 2011: $759,891Net Income 2011: -$120,6412011Expenses 2012: $229,8132012Expenses 2013: $174,1692013Revenue 2014: $843,926Expenses 2014: $811,776Net Income 2014: $32,1502014Revenue 2015: $967,781Expenses 2015: $1,011,030Net Income 2015: -$43,2492015Revenue 2016: $1,088,930Expenses 2016: $1,067,414Net Income 2016: $21,5162016Revenue 2017: $2,547,063Expenses 2017: $1,447,533Net Income 2017: $1,099,5302017Revenue 2018: $1,254,671Expenses 2018: $1,409,426Net Income 2018: -$154,7552018Revenue 2019: $1,493,781Expenses 2019: $1,592,865Net Income 2019: -$99,0842019Revenue 2020: $1,580,077Expenses 2020: $1,614,788Net Income 2020: -$34,7112020Revenue 2021: $545,132Expenses 2021: $849,855Net Income 2021: -$304,7232021Revenue 2022: $1,601,225Expenses 2022: $1,409,866Net Income 2022: $191,3592022Revenue 2023: $1,406,558Expenses 2023: $1,673,797Net Income 2023: -$267,2392023Revenue 2024: $1,531,571Expenses 2024: $1,809,530Net Income 2024: -$277,9592024

Highlighted filing

2014

Revenue$843,926
Expenses$811,776
Net Income$32,150
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$843,926
Mission and Program Overview

Mission

To provide a wide range of quality theatrical productions and programming to entertain, enrich and educate the diverse population of the region and enhance the economic vitality of the greater new orleans community.

Provide community theater to a broad community audience

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,515,284$2,953,113▲ $437,829
Savings and Temporary Cash Investments$744,788$561,592▼ $183,196
Investments Other Securities$249,865$269,205▲ $19,340
Accounts Receivable$90,133--
Cash and Non-Interest-Bearing Accounts$225,274$79,461▼ $145,813
Prepaid Expenses and Deferred Charges$77,487$71,941▼ $5,546
Total Assets$3,902,831$3,935,352▲ $32,521
Other Assets Total-$40-
Liabilities
Other Liabilities$153,757$150,641▼ $3,116
Accounts Payable and Accrued Expenses$57,823$44,411▼ $13,412
Total Liabilities$211,580$195,052▼ $16,528
Net Assets / Fund Balance
Unrestricted Net Assets$3,441,386$3,471,095▲ $29,709
Permanently Rstr Net Assets$249,865$269,205▲ $19,340
Total Net Assets Fund Balance$3,691,251$3,740,300▲ $49,049
Total Liabilities and Net Assets / Fund Balance$3,902,831$3,935,352▲ $32,521

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,877,818$475,663$3,353,481
Other Land Buildings$67,103$219,169$286,272
Equipment$592$105,944$106,536
Land$7,600-$7,600
Other Assets Org$40--
Other Securities$269,205--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$249,865$2,005▲ $11,060$9,336$252,307
2012$235,368$2,078▲ $9,773$8,832$237,184
2011$234,489$3,713▲ $6,530$8,232$235,368
2010$207,645$1,491▲ $34,755$8,306$234,489
2009$192,570-▲ $24,676$8,580$207,645
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce R Hoefer JrPresident
Mike MitchellVice Chair
Brenda MoffittBoard Member
Bryan BattBoard Member
Diana BajoieBoard Member
Jacquelyn B ClarksonBoard Member
Janet Daley DuvalBoard Member
Leon ContavesprieBoard Member
Ned BenjaminBoard Member
Saundra LevyBoard Member
Kathleen Van HornSecretary
Fred LayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,427
Program Service Revenue
$478,217
Investment Income
$12,914
Other Revenue
$20,368
All Other Contributions
$332,427
Change in Net Assets
$32,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$692,359
Salaries, Compensation, and Employee Benefits$119,417
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,391$41,540-$110,931
Depreciation Depletion$81,680--$81,680
Insurance$57,461--$57,461
All Other Expenses$51,198$1,200-$52,398
Fees for Services Management-$50,679-$50,679
Advertising$25,650--$25,650
Other Expenses$24,724$1,358-$24,724
Fees for Services Other-$21,890-$21,890
Payroll Taxes$4,952$3,534-$8,486
Fees for Services Legal-$6,883-$6,883
Office Expenses-$4,713-$4,713
Occupancy$2,997--$2,997
Fees for Services Accounting-$1,312-$1,312
Travel$1,208--$1,208
Interest$615--$615
Total Functional Expenses$678,667$133,109$0$811,776
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Subscriptions$132,570
Payroll Taxes Payable$16,701
Sales Taxes Payable$1,370
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 is reviewed prior to filing by the chairperson

Conflict of interest policy compliance Part VI line 12C

At all board meetings any new business that comes up for discussion is then evaluated for any confilicts with board members at that time. If a confilict exist it is handled through the procedures laid out in there written policy.

CEO executive director top management comp Part VI line 15A

When hiring a director or employees the board is called upon to investigate and approve at the director level and at some levels of other employment. Occasionally a salary review is conducted by the board. This is documented in the board minutes.

Other officer or key employee compensation Part VI line 15B

When hiring a director or employees the board is called upon to investigate and approve at the director level and at some levels of other employment. Occasionally a salary review is conducted by the board. This is documented in the board minutes.

Governing documents etc available to public Part VI line 19

The governing documents, policies and financial statements are available upon request. The annual audit or compilation is avalable on the website of the louisiana legislative auditor.

Filing and Contact Details

Filer

EIN
72-0423626

Signing Officer

Name
Bruce R Hoeffer Jr
Title
Chairperson
Phone
5045229958
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1922
Legal Domicile
La
Voting Board Members
12
Independent Board Members
12
Employees
14

Preparer

Preparer
Ronald L Rodriguez Jr
Phone
5048859990
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Unrealized gain on endowment assets less investment charges

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

The purpose of the endowment fund is to provide a perpetual source of money to assure the future growth of le petit theatre du vieux carre

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0155666
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0475663
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09773
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt08832
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0235368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06530
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01096
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0207645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0234489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034755
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt08306
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01021
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0192570
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08580
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0592
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0105944
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106536
IRS990ScheduleD/LandGrp/BookValueAmt07600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07600
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt067103
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0219169
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0286272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2132570

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.46$4.21$1.53$1.81$0.28
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.29$4.51$1.41$1.67$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.74$0.07$4.67$1.60$1.41$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.09$4.73$0.55$0.85$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.11$4.63$1.58$1.61$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.90$0.23$4.68$1.49$1.59$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.12$4.73$1.25$1.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.12$4.82$2.55$1.45$1.10
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.14$3.66$1.09$1.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.19$3.65$0.97$1.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.20$3.74$0.84$0.81$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.21$3.69$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.04$3.66$0.23
2011Summary only. Only limited summary data is available for this year.$1.82$0.85$0.97$0.64$0.76$0.12
2010Summary only. Only limited summary data is available for this year.$1.85$0.79$1.06$1.46$1.58$0.12