Civic Intelligence

Oklahoma Repertory Theatre Group Incorporated

990 • Fiscal year 2019 • EIN 73-1585689

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

PO Box 1913Oklahoma City, OK 73101-1913

(405) 410-8035

Siviq Scores

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

Liabilities / Assets

98th percentile

2.23x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.09x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

90th percentile

61%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$21,159

Up $8,015 (+61%) from 2018

Net Assets

Up

-$25,971

Up $135,923 (+84%) from 2018

Liabilities

Down

$47,130

Down $127,908 (-73%) from 2018

Revenue

Up

$499,209

Up $217,374 (+77%) from 2018

Expenses

Down

$363,286

Down $22,209 (-5.8%) from 2018

Net Income

Up

$135,923

Up $239,583 (+231%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2010: $6,121Liabilities 2010: $02010Assets 2011: $3,942Liabilities 2011: $0Net Assets 2011: $3,9422011Assets 2012: $324Liabilities 2012: $0Net Assets 2012: $3242012Assets 2013: $17,510Liabilities 2013: $0Net Assets 2013: $17,5102013Assets 2014: $174Liabilities 2014: $130Net Assets 2014: $442014Assets 2015: $131,467Liabilities 2015: $0Net Assets 2015: $131,4672015Assets 2016: $75,311Liabilities 2016: $50,000Net Assets 2016: $25,3112016Assets 2017: $13,502Liabilities 2017: $90,000Net Assets 2017: -$76,4982017Assets 2018: $13,144Liabilities 2018: $175,038Net Assets 2018: -$161,8942018Assets 2019: $21,159Liabilities 2019: $47,130Net Assets 2019: -$25,9712019Assets 2020: $57,726Liabilities 2020: $31,458Net Assets 2020: $26,2682020Assets 2021: $266,844Liabilities 2021: $398Net Assets 2021: $266,4462021Assets 2022: $152,187Liabilities 2022: $3,741Net Assets 2022: $148,4462022Assets 2023: $61,347Liabilities 2023: $82,131Net Assets 2023: -$20,7842023Assets 2024: $38,925Liabilities 2024: $169,425Net Assets 2024: -$130,5002024

Highlighted filing

2019

Assets$21,159
Liabilities$47,130
Net Assets-$25,971

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $285,355Expenses 2010: $285,672Net Income 2010: -$3172010Expenses 2011: $226,0932011Expenses 2012: $309,2412012Revenue 2013: $185,434Expenses 2013: $168,248Net Income 2013: $17,1862013Revenue 2014: $399,438Expenses 2014: $416,904Net Income 2014: -$17,4662014Revenue 2015: $672,403Expenses 2015: $540,980Net Income 2015: $131,4232015Revenue 2016: $380,035Expenses 2016: $486,191Net Income 2016: -$106,1562016Revenue 2017: $328,883Expenses 2017: $430,692Net Income 2017: -$101,8092017Revenue 2018: $281,835Expenses 2018: $385,495Net Income 2018: -$103,6602018Revenue 2019: $499,209Expenses 2019: $363,286Net Income 2019: $135,9232019Revenue 2020: $328,223Expenses 2020: $275,984Net Income 2020: $52,2392020Revenue 2021: $389,548Expenses 2021: $149,285Net Income 2021: $240,2632021Revenue 2022: $470,539Expenses 2022: $588,539Net Income 2022: -$118,0002022Revenue 2023: $791,067Expenses 2023: $960,299Net Income 2023: -$169,2322023Revenue 2024: $681,683Expenses 2024: $791,399Net Income 2024: -$109,7162024

Highlighted filing

2019

Revenue$499,209
Expenses$363,286
Net Income$135,923
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$506,419
Mission and Program Overview

Mission

Live theatre performances designed to provide education and cultural entertainment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,144$21,159▲ $8,015
Total Assets$13,144$21,159▲ $8,015
Liabilities
Other Liabilities$75,000$0▼ $75,000
Accounts Payable and Accrued Expenses$100,038$47,130▼ $52,908
Total Liabilities$175,038$47,130▼ $127,908
Net Assets / Fund Balance
Unrestricted Net Assets$-161,894$-25,971▲ $135,923
Total Net Assets Fund Balance$-161,894$-25,971▲ $135,923
Total Liabilities and Net Assets / Fund Balance$13,144$21,159▲ $8,015
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clarice MorrisonPresident
Shawn ChurchmanVice President
Branda MendozaBoard Member
Richard DulaneyBoard Member
Ruth CharnayBoard Member
Larry CassilSecretary
Lloyd ChristopherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$395,091
Program Service Revenue
$102,469
Investment Income
$18
Other Revenue
$1,631
All Other Contributions
$395,091
Change in Net Assets
$135,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,228
Salaries, Compensation, and Employee Benefits$74,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$68,281-$68,281
Fees for Services Accounting-$19,296-$19,296
All Other Expenses$1,344$12,477-$13,821
Occupancy-$7,307-$7,307
Other Expenses$8,542$5,952-$5,952
Other Employee Benefits-$5,777-$5,777
Information Technology-$3,843-$3,843
Insurance-$1,977-$1,977
Advertising-$1,297-$1,297
Interest$204--$204
Travel$24--$24
Total Functional Expenses$237,079$126,207$0$363,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,841
Fundraising Direct Expenses$7,210
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
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

It is reviewed by the president of the board prior to filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest section is in bylaws. Bylaws are reviewed each year during the annual planning retreat.

Form 990, Part VI, Section C, Line 19

The documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Repertory Theatre Group
EIN
73-1585689
Phone
4054108035
Address
PO BOX 1913, OKLAHOMA CITY, OK 73101-1913
Doing Business As
Oklahoma City Repertory Theatre

Signing Officer

Name
Clifford Hudson
Title
Board President
Phone
4054108035
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clifford Hudson
Formed
2001
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
210 PARK AVE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Anne Scudder
Phone
4052397961
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT IS REVIEWED BY THE PRESIDENT OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST SECTION IS IN BYLAWS. BYLAWS ARE REVIEWED EACH YEAR DURING THE ANNUAL PLANNING RETREAT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013144
IRS990/TotalAssetsEOYAmt021159
IRS990/TotalAssetsGrp/BOYAmt013144
IRS990/TotalAssetsGrp/EOYAmt021159
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0395091
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126207
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237079
IRS990/TotalFunctionalExpensesGrp/TotalAmt0363286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175038
IRS990/TotalLiabilitiesEOYAmt047130
IRS990/TotalLiabilitiesGrp/BOYAmt0175038
IRS990/TotalLiabilitiesGrp/EOYAmt047130
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-161894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-25971
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0237079
IRS990/TotalProgramServiceRevenueAmt0102469
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01649
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102469
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0499209
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013144
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021159
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt024
IRS990/TravelGrp/TotalAmt024
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-161894
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-25971
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1913
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073101
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CITYREP.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFFORD HUDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04054108035
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA REPERTORY THEATRE GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731585689
ReturnHeader/Filer/PhoneNum04054108035
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1913
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731011913
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0287AC3E651F36BFCF13FEDB220C942EAEC1E4229
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.97.140.185
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm000:27:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 PARK AVE SUITE 1725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073102
ReturnHeader/PreparerPersonGrp/PhoneNum04052397961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE SCUDDER
ReturnHeader/ReturnTs02020-07-15T17:19:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$1.69$1.31$6.82$7.91$1.10
2023Summary only. Only limited summary data is available for this year.$0.61$0.82$0.21$7.91$9.60$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.04$1.48$4.71$5.89$1.18
2021Summary only. Only limited summary data is available for this year.$2.67$0.00$2.66$3.90$1.49$2.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.31$0.26$3.28$2.76$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.47$0.26$4.99$3.63$1.36
2018Summary only. Only limited summary data is available for this year.$0.13$1.75$1.62$2.82$3.85$1.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.90$0.76$3.29$4.31$1.02
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.50$0.25$3.80$4.86$1.06
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$6.72$5.41$1.31
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.99$4.17$0.17
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$1.85$1.68$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$2.26
2010Summary only. Only limited summary data is available for this year.$0.06$0.00$2.85$2.86$0.00