Civic Intelligence

Wheeler House Opera House Association

990EZ • Fiscal year 2014 • EIN 74-2334932

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 24, 2014

Refreshing map…

PO Box 10750Aspen, CO 81612

(970) 925-3771

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$253,920

Down $12,342 (-4.6%) from 2013

Net Assets

Down

$253,920

Down $12,342 (-4.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$21,647

Up $7,200 (+50%) from 2013

Expenses

Down

$33,989

Down $49,955 (-60%) from 2013

Net Income

Up

-$12,342

Up $57,155 (+82%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $326,767Liabilities 2011: $255Net Assets 2011: $326,5122011Assets 2012: $336,809Liabilities 2012: $1,050Net Assets 2012: $335,7592012Assets 2013: $266,262Liabilities 2013: $0Net Assets 2013: $266,2622013Assets 2014: $253,920Liabilities 2014: $0Net Assets 2014: $253,9202014Assets 2015: $238,207Liabilities 2015: $0Net Assets 2015: $238,2072015Assets 2016: $230,045Liabilities 2016: $0Net Assets 2016: $230,0452016Assets 2017: $220,780Liabilities 2017: $1,092Net Assets 2017: $219,6882017Assets 2018: $212,237Liabilities 2018: $349Net Assets 2018: $211,8882018Assets 2019: $195,395Liabilities 2019: $0Net Assets 2019: $195,3952019Assets 2020: $196,126Liabilities 2020: $0Net Assets 2020: $196,1262020Assets 2021: $192,090Liabilities 2021: $0Net Assets 2021: $192,0902021Assets 2022: $189,232Liabilities 2022: $0Net Assets 2022: $189,2322022Assets 2023: $175,561Liabilities 2023: $0Net Assets 2023: $175,5612023Assets 2024: $154,909Liabilities 2024: $0Net Assets 2024: $154,9092024

Highlighted filing

2014

Assets$253,920
Liabilities$0
Net Assets$253,920

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $30,185Expenses 2011: $34,740Net Income 2011: -$4,5552011Revenue 2012: $41,543Expenses 2012: $32,296Net Income 2012: $9,2472012Revenue 2013: $14,447Expenses 2013: $83,944Net Income 2013: -$69,4972013Revenue 2014: $21,647Expenses 2014: $33,989Net Income 2014: -$12,3422014Revenue 2015: $32,580Expenses 2015: $48,293Net Income 2015: -$15,7132015Revenue 2016: $30,309Expenses 2016: $38,471Net Income 2016: -$8,1622016Revenue 2017: $51,473Expenses 2017: $61,009Net Income 2017: -$9,5362017Revenue 2018: $17,624Expenses 2018: $25,424Net Income 2018: -$7,8002018Revenue 2019: $38,549Expenses 2019: $55,042Net Income 2019: -$16,4932019Revenue 2020: $24,112Expenses 2020: $23,381Net Income 2020: $7312020Revenue 2021: $315Expenses 2021: $4,351Net Income 2021: -$4,0362021Revenue 2022: $543Expenses 2022: $3,401Net Income 2022: -$2,8582022Revenue 2023: $7,219Expenses 2023: $20,890Net Income 2023: -$13,6712023Revenue 2024: $9,308Expenses 2024: $29,960Net Income 2024: -$20,6522024

Highlighted filing

2014

Revenue$21,647
Expenses$33,989
Net Income-$12,342
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 24, 2014
Return Version
2013v3.0
Gross Receipts
$21,647
Mission and Program Overview

Mission

Education/preservation of the wheeler opera house

Program Services

DescriptionGrantsExpenses
TO MAINTAIN AND IMPROVE THE QUALITY AND PROFESSIONAL ASPECTS OF THE WHEELER OPERA HOUSE AND TO HOST THEATRICAL EVENTS AT AFFORDABLE PRICES FOR THE ENTIRE ROARING FORK$0$20,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY JACOBSPresident-$0--
DENISE JURGENSTreasurer-$0--
KATHRYN KOCHDirector-$0--
MARGIE DELUCADirector-$0--
JOSH BEHRMANDirector-$0--
DON WRIGLEYDirector-$0--
ROLAND PARKERDirector-$0--
ALI HEMATYARDirector-$0--
KING WOODWARDDirector-$0--
ROGER ADAMSDirector-$0--
NICK TININENKODirector-$0--
Filing and Contact Details

Filer

EIN
74-2334932
Phone
9709253771

Signing Officer

Name
Denise Jurgens
Title
Treasurer
Phone
9709253771
Signed
2014-11-24
Discuss with paid preparer
Yes

Preparer

Preparer
Krista L Eddy CPA
Phone
9709253771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 485.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 6,908. Description: bank service charges. Amount: 47. Description: insurance. Amount: 2,210. Description: production expenses. Amount: 9,475. Description: board meeting expense. Amount: 45. Description: contract labor. Amount: 10,331. Description: office supplies. Amount: 467. Description: dues. Amount: 558. Description: website. Amount: 2,015. Total to form 990-ez, line 16: 32,056.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 821. End of year amount: 821. Description: prepaid expense. Beg. Of year amount: 0. End of year amount: 450.

Raw XML Appendix223 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NICK TININENKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0821
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01271
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032056
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION/PRESERVATION OF THE WHEELER OPERA HOUSE
IRS990EZ/PrintingPublicationsPostageAmt0475
IRS990EZ/ProgramServiceRevenueAmt06152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MAINTAIN AND IMPROVE THE QUALITY AND PROFESSIONAL ASPECTS OF THE WHEELER OPERA HOUSE AND TO HOST THEATRICAL EVENTS AT AFFORDABLE PRICES FOR THE ENTIRE ROARING FORK
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020608
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033989
IRS990EZ/TotalProgramServiceExpensesAmt020608
IRS990EZ/TotalRevenueAmt021647
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WHEELERASSOCIATES.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0485
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01642
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05558
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06152
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0485
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019665
IRS990ScheduleA/InvestmentIncomeCYPct00.12870
IRS990ScheduleA/InvestmentIncomePYPct00.18860
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87130
IRS990ScheduleA/PublicSupportPY509Pct00.81140
IRS990ScheduleA/PublicSupportTotal509Amt0133132
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038185
IRS990ScheduleA/Total509Grp/TotalAmt0133132
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152797
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 6,908. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 47. DESCRIPTION: INSURANCE. AMOUNT: 2,210. DESCRIPTION: PRODUCTION EXPENSES. AMOUNT: 9,475. DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 45. DESCRIPTION: CONTRACT LABOR. AMOUNT: 10,331. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 467. DESCRIPTION: DUES. AMOUNT: 558. DESCRIPTION: WEBSITE. AMOUNT: 2,015. TOTAL TO FORM 990-EZ, LINE 16: 32,056.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 821. END OF YEAR AMOUNT: 821. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE JURGENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09709253771
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHEELER OPERA HOUSE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0742334932
ReturnHeader/Filer/PhoneNum09709253771
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 10750
ReturnHeader/Filer/USAddress/City0ASPEN
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REESE HENRY & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10400 EAST MAIN STREET SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ASPEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTA L EDDY CPA
ReturnHeader/ReturnTs02014-12-02T09:59:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.30$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.21$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.01$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.24$0.23$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.39$0.55$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.18$0.25$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.51$0.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.30$0.38$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.33$0.48$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.22$0.34$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$0.14$0.84$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.01$3.36$0.42$0.32$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.00$3.27$0.30$0.35$0.05