Applegate Regional Theater Inc

Nonprofit profile at a glance

EIN
680603171
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Veneta, OR, USA
Phone
5419353636
Rating
47
Verdict
MIXED
Rating confidence
Moderate
Sector
Performing Arts Organizations

Reported finances

Revenue
$58,953
Expenses
$53,267
Assets
$302,171
Liabilities
$142,835

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Vicki Sourdry (President)

People named in this filing

  • Vicki Sourdry (President)
  • Marti Stevens-Byers (Exec/Art Dir)
  • Ellen Childs (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Performance of Plays and Concerts in the Fernridge community to promote community participation and exposure to the performing arts.

What it reported doing in 2024

Performance of plays and concerts in the Fernridge Community to promote community participation and exposure to performing arts.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 100
  • Sustainability: 62
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 1.9%; rating input score 2
  • Program expense ratio: 2.1%; rating input score 2

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 9.6%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 5.67; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0.47; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -22.8% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 5% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 12.9% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 1.9% of revenue deployed · 2.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $1K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 8 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • High — Financial Efficiency: Program expense ratio scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.