PHOENIX THEATRE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX THEATRE INC (EIN 31-1069575)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-03-12
- IRS object ID
- 202530719349301018
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-12T10:56:56-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562353893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRESTA STORMS & O'LEARY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5140 COMMERCE CIRCLE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311069575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX THEATRE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 3176352381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH ILLINOIS STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM POWELL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3176352381 | PhoneNum |
| Signature | 2025-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN C BECKMAN CPA | PreparerPersonNm |
| PTIN | P00343426 | PTIN |
| Phone | 3177809850 | PhoneNum |
| Preparation | 2025-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM POWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH ILLINOIS STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,907,943 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHOENIXTHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PHOENIX THEATRE SERVES AS A CATALYST IN THE INDIANAPOLIS REGION TO HELP NURTURE NEW TALENT, SHOWCASE DIVERSE VOICES, AND ENGAGE AUDIENCES WITH UNIQUE, CONTEMPORARY PRODUCTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,769,421 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,080,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $327,502 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $368,723 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,532 | PYInvestmentIncomeAmt |
| CY Investment Income | $458,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $630 | CYOtherRevenueAmt |
| PY Total Revenue | $3,254,455 | PYTotalRevenueAmt |
| CY Total Revenue | $2,907,943 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $724,349 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $745,170 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,226 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,191,063 | PYOtherExpensesAmt |
| CY Other Expenses | $865,270 | CYOtherExpensesAmt |
| PY Total Expenses | $1,915,412 | PYTotalExpensesAmt |
| CY Total Expenses | $1,610,440 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,339,043 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,297,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,564,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,742,511 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,205,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,085,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,359,066 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,656,569 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PHOENIX THEATRE SERVES AS A CATALYST IN THE INDIANAPOLIS REGION TO HELP NURTURE NEW TALENT, SHOWCASE DIVERSE VOICES, AND ENGAGE AUDIENCES WITH UNIQUE, CONTEMPORARY PRODUCTIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $593,562 | ExpenseAmt |
| Revenue | $369,353 | RevenueAmt |
| Desc | SERVING AS A CATALYST IN THE INDIANAPOLIS REGION TO HELP NURTURE NEW TALENT, SHOWCASE DIVERSE VOICES, AND ENGAGE AUDIENCES WITH UNIQUE, CONTEMPORARY PRODUCTIONS. | Desc |
| Total Program Service Expenses | $593,562 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176352381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH ILLINOIS STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DELIA ROBERTSON | ||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA HARRIS MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID JOSE | ||||||
| CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ABHIJEET MALATPURE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA O'CONNOR | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN RICHCREEK | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MINDY SHAPIRO | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ALYSON SMITH | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONA SIEBLER | ||||||
| GOVERNANCE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERTA TISDUL CMP | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY TROTTER MBA | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TOM FORMAN | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM JONES | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DUSTIN MEEKS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA ADENIYI | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIANE SILVA BELLO | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MENTINK | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LAWREN MILLS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TREASE SEARS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WEINGARDT | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM POWELL | ||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,080,276 | AllOtherContributionsAmt |
| Total Contributions | $2,080,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS AND CONCESS | 711110 | $317,087 | $317,087 |
| RENTALS | 531120 | $33,606 | $33,606 |
| ADVERTISING AND SPONSO | 711110 | $18,030 | $18,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $368,723 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $458,314 | TotalRevenueColumnAmt |
| Exclusion | $458,314 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART GALLERY SALES | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $630 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $630 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,907,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $369,353 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $458,314 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,238 | TotalAmt |
| Program Services | $30,301 | ProgramServicesAmt |
| Management And General | $19,159 | ManagementAndGeneralAmt |
| Fundraising | $1,778 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,015 | TotalAmt |
| Program Services | $355,425 | ProgramServicesAmt |
| Management And General | $224,734 | ManagementAndGeneralAmt |
| Fundraising | $20,856 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,917 | TotalAmt |
| Program Services | $54,949 | ProgramServicesAmt |
| Management And General | $34,744 | ManagementAndGeneralAmt |
| Fundraising | $3,224 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,684 | TotalAmt |
| Management And General | $68,684 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,959 | TotalAmt |
| Program Services | $32,959 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,063 | TotalAmt |
| Management And General | $35,063 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,313 | TotalAmt |
| Management And General | $329,313 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,162 | TotalAmt |
| Program Services | $9,162 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,206 | TotalAmt |
| Management And General | $209,206 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,986 | TotalAmt |
| Management And General | $49,986 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION EXPENSES | $70,024 | $70,024 | ||
| CONCESSIONS | $40,742 | $40,742 | ||
| POSTAGE | $10,829 | $10,829 | ||
| SPECIAL EVENTS | $4,574 | $4,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728 | TotalAmt |
| Management And General | $1,934 | ManagementAndGeneralAmt |
| Fundraising | $2,794 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,440 | TotalAmt |
| Program Services | $593,562 | ProgramServicesAmt |
| Management And General | $983,652 | ManagementAndGeneralAmt |
| Fundraising | $33,226 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,127 | BOYAmt |
| EOY | $665,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,375 | BOYAmt |
| EOY | $1,968,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,816 | BOYAmt |
| EOY | $364,089 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,490,000 | BOYAmt |
| EOY | $6,490,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,749 | BOYAmt |
| EOY | $31,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $477,330 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $228,669 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,405 | BOYAmt |
| EOY | $248,661 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,382 | BOYAmt |
| EOY | $1,674,240 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,662 | BOYAmt |
| EOY | $299,764 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,564,516 | BOYAmt |
| EOY | $11,742,511 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,058 | BOYAmt |
| EOY | $147,891 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,931 | BOYAmt |
| EOY | $54,733 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,067,461 | BOYAmt |
| EOY | $3,883,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205,450 | BOYAmt |
| EOY | $4,085,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,022,713 | BOYAmt |
| EOY | $4,026,732 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,353 | BOYAmt |
| EOY | $3,629,837 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,359,066 | BOYAmt |
| EOY | $7,656,569 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,564,516 | BOYAmt |
| EOY | $11,742,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,297,503 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,014,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,123,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,916,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,769,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,080,276 | CurrentTaxYearAmt |
| Total | $8,904,304 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,353 | CurrentTaxYearAmt |
| Total | $1,645,152 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,323,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,283,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,395,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,096,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,449,629 | CurrentTaxYearAmt |
| Total | $10,549,456 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,549,456 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,314 | CurrentTaxYearAmt |
| Total | $912,823 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,314 | CurrentTaxYearAmt |
| Total | $912,823 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,429,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,381,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,488,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,254,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,907,943 | CurrentTaxYearAmt |
| Total | $11,462,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93860 | PublicSupportPY509Pct |
| Investment Income CY | 0.07960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,382 | BeginningYearBalanceAmt |
| Contributions | $1,373,000 | ContributionsAmt |
| Investment Earnings Or Losses | $250,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,073 | AdministrativeExpensesAmt |
| End Year Balance | $1,674,240 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,147 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,939 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $704 | AdministrativeExpensesAmt |
| End Year Balance | $105,382 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,667 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,657 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $863 | AdministrativeExpensesAmt |
| End Year Balance | $72,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,098 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,389 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $820 | AdministrativeExpensesAmt |
| End Year Balance | $77,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,846 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,402 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $150 | AdministrativeExpensesAmt |
| End Year Balance | $61,098 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,013 | DepreciationAmt |
| Book Value | $202,280 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,656 | DepreciationAmt |
| Book Value | $46,381 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $248,661 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS SUBJECT TO AUDIT BY FEDERAL, STATE, OR LOCAL AUTHORITIES IN THE AREAS OF INCOME TAXES. ALONG WITH A FEDERAL TAX FILING, THE ORGANIZATION FILES IN THE STATE OF INDIANA. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR 2021 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. THESE AUDITS COULD INCLUDE QUESTIONING THE ORGANIZATION'S TAX-EXEMPT STATUS AND COMPLIANCE WITH FEDERAL, STATE, AND LOCAL TAX LAWS. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT TWELVE MONTHS OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THEREFORE, THERE IS NO EFFECT RECORDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR ASSETS OR LIABILITIES RESULTING FROM UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND NET ASSETS, WHICH TOTALED $0 FOR THE YEAR ENDED AUGUST 31, 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER AND FINANCE COMMITTEE PERFORM A PRELIMINARY REVIEW AND THEN MAKE THE RETURN AVAILABLE TO THE FULL BOARD PRIOR TO THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | GOVERENCE COMMITTEE REVIEWS COMPLIANCE OF THE POLICY QUARTERLY |
| FORM 990, PART VI, SECTION B, LINE 15A | INDUSTRIAL SALARY SURVEYS WERE USED TO DETERMINE APPROPRIATENESS OF EMPLOYEE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | REQUESTS FOR FORM 990 CAN BE MADE IN PERSON OR IN WRITING AND ARE PROVIDED TO REQUESTOR IN A TIMELY MANNER. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS CAN BE MADE IN PERSON OR IN WRITING AND ARE PROVIDED TO REQUESTOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX LOAN FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH ILLINOIS STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FINANCING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX THEATRE BUILDING CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH ILLINOIS STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824981884 | EIN |
| Primary Activities | TITLE HOLD | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |