Civic Intelligence

Wheeler House Opera House Association

990EZ • Fiscal year 2018 • EIN 74-2334932

Oct 01, 2017 to Sep 30, 2018 • Filed on Dec 21, 2018

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$4,800

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.9%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-66%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$212,237

Down $8,543 (-3.9%) from 2017

Net Assets

Down

$211,888

Down $7,800 (-3.6%) from 2017

Liabilities

Down

$349

Down $743 (-68%) from 2017

Revenue

Down

$17,624

Down $33,849 (-66%) from 2017

Expenses

Down

$25,424

Down $35,585 (-58%) from 2017

Net Income

Up

-$7,800

Up $1,736 (+18%) from 2017

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

2018

Assets$212,237
Liabilities$349
Net Assets$211,888

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

2018

Revenue$17,624
Expenses$25,424
Net Income-$7,800
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Dec 21, 2018
Return Version
2017v2.3
Gross Receipts
$17,624
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$22,568
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGIE DELUCADirectorPT$4,800-$4,800
RODNEY JACOBSPresident-$0--
DENISE JURGENSTreasurer-$0--
JOSH BEHRMANDirector-$0--
ALI HEMATYARDirector-$0--
ROLAND PARKERDirector-$0--
NICK TININENKODirector-$0--
STEVE WILHITEDirector-$0--
DON WRIGLEYDirector-$0--
PAUL VIOLADirector-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Opera House Association
EIN
74-2334932
Phone
9709253771
Address
PO BOX 10750, ASPEN, CO 81612

Signing Officer

Name
Denise Jurgens
Title
Treasurer
Phone
9709253771
Signed
2018-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Reese Henry & Company Inc
Address
400 EAST MAIN ST SUITE 2, ASPEN, CO 81611
Preparer
Denise Jurgens CPA
Phone
9709253771
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 252.

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

Description: advertising. Amount: 1,215. Description: bank service charges. Amount: 73. Description: board meeting expense. Amount: 441. Description: insurance. Amount: 2,252. Description: office supplies. Amount: 18. Description: production expenses. Amount: 14,301. Total to form 990-ez, line 16: 18,300.

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

Description: accounts receivable. Beg. Of year amount: 408. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,092. End of year amount: 349.

Raw XML Appendix221 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/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0408
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION/PRESERVATION OF THE WHEELER OPERA HOUSE
IRS990EZ/PrintingPublicationsPostageAmt03
IRS990EZ/ProgramServiceRevenueAmt014148
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
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0WHEELERASSOCIATES.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 252.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 1,215. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 73. DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 441. DESCRIPTION: INSURANCE. AMOUNT: 2,252. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 18. DESCRIPTION: PRODUCTION EXPENSES. AMOUNT: 14,301. TOTAL TO FORM 990-EZ, LINE 16: 18,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 408. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,092. END OF YEAR AMOUNT: 349.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE JURGENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09709253771
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELER OPERA HOUSE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0742334932
ReturnHeader/Filer/PhoneNum09709253771
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10750
ReturnHeader/Filer/USAddress/CityNm0ASPEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AFEA01426A7F68DAACFD88B9CAB07E96EDD5C9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.1.160.234
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:55:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REESE HENRY & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST MAIN ST SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASPEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE JURGENS CPA
ReturnHeader/ReturnTs02018-12-21T16:42:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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