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Sorg Opera Revitalization Group LLC FY2022 filing

Tax-deductible

Middletown, OH501(c)(3)Arts & Culture EIN 46-1115114Revenue $517K in FY2022

On file with the IRSsorgoperahouse.org63 S Main St, 45044-8206 · Middletown, OHTax-exempt since Mar 2014Publicly supported charity — 170(b)(1)(A)(vi)

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To bring diverse music of many genres in order to bring additional cultural and educational opportunitites to the residents of middletown, ohio and the region and to use funds derived from those efforts to rehab and revitalize a 128 year old theater.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $27K a year · 7% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $24K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$188K
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$517K
+70% vs prior year
Spent
$537K
To programs
66%
Net assets
$288K
By yearFY2020–FY2023
Revenue
$517K
FY2022▲ +70%
Tap a bar for its year
Revenue by fiscal year
FY2020$155K
FY2021$304K
FY2022$517K
FY2023$474K
Expenses
$537K
FY2022▲ +58%
Tap a bar for its year
Expenses by fiscal year
FY2020$207K
FY2021$339K
FY2022$537K
FY2023$477K
Net assets
$288K
FY2022▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$342K
FY2021$307K
FY2022$288K
FY2023$442K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Mar 2014.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $357K Management & general 34% · $180K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation
Barb Chasteen
Board Member
$0Pt VII · Sec A
Norman Moxley
Board Member
$0Pt VII · Sec A
Matthew Kuntzman
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Sue Wittman
Treasurer
$0Pt VII · Sec A
See Sorg Opera Revitalization Group LLC executive salaries →

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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 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Presents diverse music to offer cultural and educational opportunities, revitalizing a historic theater.

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Provided by the organization

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1 program · $357K · in their own filed words · FY2022
01

During 2022 sorg put on events, with genres ranging from concerts, plays, spoken word, and musicals attended by over 11,000 people.

$357Kprogram 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 · FY2025
Middletown Community FoundationFY2025$24K
Total grants receivedfrom 1 funder$24K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$517K
Ln 12
Fees for servicesLn 2g$439K
Gifts and grantsLn 1h$78K
Money outPt IX
$537K
Ln 25
Programscol B$357K
Managementcol C$180K
Owns and owesPt X
$288K
net assets · Ln 32
Cash and savingsLn 1–2$12K
Total assetsLn 16$475K
LiabilitiesLn 26$188K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$78K
Government grantsLn 1e$63K
Fees for servicesLn 2g$439K
Total revenueLn 12$517K
Assets in detailPt X, end of year
CashLn 1$9K
SavingsLn 2$2K
Cash and savings togetherLn 1–2$12K
Land, buildings, equipmentLn 10c$464K
Total assetsLn 16$475K
LiabilitiesLn 26$188K
Net assetsLn 32$288K
OperationsPt I, VI
EmployeesI 50
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$30K$12K
Land, buildings, equipmentLn 10c$470K$464K
Total assetsLn 16$501K$475K
LiabilitiesLn 26$194K$188K
Net assetsLn 32$307K$288K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$129$129
Other fees for servicesLn 11g$19K$19K
Advertising and promotionLn 12$33K$33K
Office expensesLn 13$2K$2K
Information technologyLn 14$56K$56K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$14K$14K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$395K$320K$75K
Total functional expensesLn 25$537K$357K$180K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $474K$477K−$2K$442K 990 PDF
FY2022 Viewing $517K$537K−$19K$288K 990 PDF
FY2021 $304K$339K−$35K$307K 990 PDF
FY2020 $155K$207K−$52K$342K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $517,412 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,719$78,146
I-9 Program service revenuePrior year $290,709$439,266
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $304,428$517,412
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $339,261$536,720
I-18 Total expensesPrior year $339,261$536,720
I-19 Revenue less expensesPrior year −$34,833−$19,308
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $517,412 across 5 lines filed
VIII-1e Government grants$63,479
VIII-1f All other contributions, gifts and grants$14,667
VIII-1h Total contributions, gifts and grants$78,146
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $439,266$439,266
VIII-12 Total revenueRelated to mission $439,266 · Unrelated business $0 · Excluded from tax $0$517,412
Part IX · Statement of functional expenses $536,720 across 10 lines filed
IX-11b Legal feesManagement $10,379$10,379
IX-11c Accounting feesManagement $129$129
IX-11g Other fees for servicesManagement $19,146$19,146
IX-12 Advertising and promotionPrograms $33,498$33,498
IX-13 Office expensesPrograms $2,182$2,182
IX-14 Information technologyManagement $55,512$55,512
IX-19 Conferences, conventions and meetingsPrograms $1,123$1,123
IX-22 Depreciation, depletion and amortizationManagement $14,472$14,472
IX-23 InsuranceManagement $4,995$4,995
IX-24 Other expenses (24a–d)Programs $319,937 · Management $75,347$395,284
IX-25 Total functional expensesPrograms $356,740 · Management $179,980 · Fundraising $0$536,720
Part X · Balance sheet $475,458 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $10,436$9,475
X-2 Savings and temporary cash investmentsStart of year $20,000$2,190
X-10c Land, buildings and equipment, netStart of year $470,180$463,793
X-16 Total assetsStart of year $500,616$475,458
X-17 Accounts payable and accrued expensesStart of year $2,329$2,329
X-26 Total liabilitiesStart of year $193,559$187,709
X-32 Total net assets or fund balancesStart of year $307,057$287,749
X-33 Total liabilities and net assetsStart of year $500,616$475,458
Part XI · Reconciliation of net assets $287,749 net assets at year end
XI-1 Total revenue$517,412
XI-2 Total expenses$536,720
XI-3 Revenue less expenses−$19,308
XI-4 Net assets at start of year$307,057
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$287,749

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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