Coterie INC FY2024 filing

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Conduct theatrical productions and workshops

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average surplus $8K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
65%
of spending
Worth a look: 65% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $122K in investments, Pt X · Ln 11–13
Fine: 0.8 months of spending in cash, plus $122K in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $356K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$57K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-5% vs prior year
Spent
$1.7M
To programs
65%
Net assets
$405K
By yearFY2020–FY2025
Revenue
$1.5M
FY2024▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$932K
FY2021$1.3M
FY2022$1.1M
FY2023$1.6M
FY2024$1.5M
FY2025$1.6M
Expenses
$1.7M
FY2024▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$783K
FY2022$1.2M
FY2023$1.7M
FY2024$1.7M
FY2025$1.7M
Net assets
$405K
FY2024▼ -23%
Tap a bar for its year
Net assets by fiscal year
FY2020$138K
FY2021$635K
FY2022$587K
FY2023$524K
FY2024$405K
FY2025$334K

From the FY2024 Form 990 (year ending August 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $1.1M Management & general 31% · $516K Fundraising 5% · $75K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Board Engagement
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Community Engagement
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jeff Church’s $74K as Artistic Dir is at the 14th percentile of top reported officer pay among 3925 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2021FY2020
Jeff Church$74,426$71,986
Joette M Pelster$74,121$72,291

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Coterie INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Presents theater shows and offers acting classes.

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2 programs · $709K · in their own filed words · FY2023
01

Theatrical productions for children and young adults. 6 productions, 335 performances in residence with 67,620 in attendance.

$601Kprogram expense
02

Educational WORKSHOPS/CLASSES at the theatre and in SCHOOLS/COMMUNITY centers, 334 CLASSES/WORKSHOPS with 6,651 in attendance.

$108Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 9 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$862K
Gifts and grantsLn 1h$638K
Other incomeLn 4–11$45K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.1M
Managementcol C$516K
Fundraisingcol D$75K
Owns and owesPt X
$405K
net assets · Ln 32
Cash and savingsLn 1–2$110K
Total assetsLn 16$462K
LiabilitiesLn 26$57K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$638K
Government grantsLn 1e$28K
Fees for servicesLn 2g$862K
Investment incomeLn 3$3
Other incomeLn 4–11$45K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$110K
Cash and savings togetherLn 1–2$110K
Pledges and grants receivableLn 3$137K
Prepaid expenses and deferred chargesLn 9$72K
Land, buildings, equipmentLn 10c$21K
InvestmentsLn 11–13$122K
Total assetsLn 16$462K
LiabilitiesLn 26$57K
Net assetsLn 32$405K
OperationsPt I, VI
EmployeesI 569
VolunteersI 655
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$325K$110K
InvestmentsLn 11–13$116K$122K
Land, buildings, equipmentLn 10c$31K$21K
Total assetsLn 16$601K$462K
LiabilitiesLn 26$76K$57K
Net assetsLn 32$524K$405K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$800K$507K$236K$58K
Pension plan contributionsLn 8$5K$3K$2K$377
Other employee benefitsLn 9$90K$57K$27K$7K
Payroll taxesLn 10$63K$40K$18K$5K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$66K$66K
Other fees for servicesLn 11g$30K$30K
Advertising and promotionLn 12$93K$93K
Office expensesLn 13$102K$96K$6K
RoyaltiesLn 15$72K$72K
TravelLn 17$11K$11K
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$307K$307K
Total functional expensesLn 25$1.7M$1.1M$516K$75K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Dec 9, 2025 $1.6M$1.7M−$77K$334K 990 PDF
FY2024 ViewingFiled with the IRS Mar 7, 2025 $1.5M$1.7M−$125K$405K 990 PDF
FY2023Filed with the IRS Jun 20, 2024 $1.6M$1.7M−$67K$524K 990 PDF
FY2022Filed with the IRS Jul 10, 2023 $1.1M$1.2M−$46K$587K 990 PDF
FY2021Filed with the IRS Apr 27, 2022 $1.3M$783K$494K$635K 990 PDF
FY2020Filed with the IRS May 13, 2021 $932K$1.1M−$129K$138K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,544,727 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $807,884$637,892
I-9 Program service revenuePrior year $769,823$861,829
I-10 Investment incomePrior year $21,435$3
I-11 Other revenuePrior year $26,294$45,003
I-12 Total revenuePrior year $1,625,436$1,544,727
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $866,885$958,184
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $825,624$711,865
I-18 Total expensesPrior year $1,692,509$1,670,049
I-19 Revenue less expensesPrior year −$67,073−$125,322
Part VI · Governance 18 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,544,727 across 7 lines filed
VIII-1e Government grants$28,500
VIII-1f All other contributions, gifts and grants$609,392
VIII-1h Total contributions, gifts and grants$637,892
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $861,829$861,829
VIII-3 Investment incomeRelated to mission $3$3
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $45,003$45,003
VIII-12 Total revenueRelated to mission $906,835 · Unrelated business $0 · Excluded from tax $0$1,544,727
Part IX · Statement of functional expenses $1,670,049 across 14 lines filed
IX-7 Other salaries and wagesPrograms $506,501 · Management $235,829 · Fundraising $57,809$800,139
IX-8 Pension plan contributionsPrograms $3,305 · Management $1,540 · Fundraising $377$5,222
IX-9 Other employee benefitsPrograms $57,126 · Management $26,608 · Fundraising $6,522$90,256
IX-10 Payroll taxesPrograms $39,533 · Management $18,499 · Fundraising $4,535$62,567
IX-11b Legal feesManagement $5,718$5,718
IX-11c Accounting feesManagement $66,357$66,357
IX-11g Other fees for servicesManagement $29,873$29,873
IX-12 Advertising and promotionPrograms $93,284$93,284
IX-13 Office expensesManagement $95,563 · Fundraising $6,131$101,694
IX-15 RoyaltiesPrograms $71,851$71,851
IX-17 TravelManagement $10,656$10,656
IX-22 Depreciation, depletion and amortizationManagement $9,832$9,832
IX-23 InsuranceManagement $15,870$15,870
IX-24 Other expenses (24a–d)Programs $306,730$306,730
IX-25 Total functional expensesPrograms $1,078,330 · Management $516,345 · Fundraising $75,374$1,670,049
Part X · Balance sheet $462,183 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $325,138$110,332
X-3 Pledges and grants receivableStart of year $85,982$137,361
X-9 Prepaid expenses and deferred chargesStart of year $43,037$72,000
X-10c Land, buildings and equipment, netStart of year $30,589$20,756
X-11 Publicly traded securitiesStart of year $115,889$121,734
X-16 Total assetsStart of year $600,635$462,183
X-17 Accounts payable and accrued expensesStart of year $16,189$19,002
X-19 Deferred revenueStart of year $60,054$38,266
X-26 Total liabilitiesStart of year $76,243$57,268
X-27 Net assets without donor restrictionsStart of year $401,317$233,778
X-28 Net assets with donor restrictionsStart of year $123,075$171,137
X-32 Total net assets or fund balancesStart of year $524,392$404,915
X-33 Total liabilities and net assetsStart of year $600,635$462,183
Part XI · Reconciliation of net assets $404,915 net assets at year end
XI-1 Total revenue$1,544,727
XI-2 Total expenses$1,670,049
XI-3 Revenue less expenses−$125,322
XI-4 Net assets at start of year$524,392
XI-5 Net unrealized gains (losses) on investments$5,845
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$404,915

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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