RED OAK GRAND THEATRE INC

EIN: 273023263 501(c)(3) Arts, Culture & Humanities

RED OAK, IA

Total Revenue
$191,017
Total Expenses
$79,710
Total Assets
$1,540,161
Net Assets
$1,534,596
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
IA
Principal Officer
SHELLEY BERGREN
Phone
7126234821
Tax Period
2023-01-01 to 2023-12-31

RED OAK GRAND THEATRE INC, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $191K in total revenue in fiscal year 2023. The organization ran a surplus of $111K, a strong 58% operating margin.

Mission

PROVIDE AFFORDABLE FAMILY ORIENTED MOVIE ENTERTAINMENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $108,598
Program Service Revenue $82,206
Investment Income $213
Other Revenue $0
TOTAL REVENUE $191,017

Expense Breakdown

Grants Paid $500
Salaries & Benefits $0
Fundraising Expenses $1,653
Program Expenses $68,427
Other Expenses $79,210
TOTAL EXPENSES $79,710

Year-over-Year Comparison

2023 2022 Change
Revenue $191,017 $200,696 0.0%
Expenses $79,710 $115,726 -0.3%
Net Income $111,307 $84,970 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
275

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL ALLENSWORTH BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLEY BERGREN TREASURER 2.00
Officer
$0 $0 $0
GREG BROWER VICE PRESIDENT 2.00
Officer
$0 $0 $0
CARLEEN BRUNING BOARD MEMBER 1.00
Director
$0 $0 $0
SUEANN CROUSE PRESIDENT 2.00
Officer
$0 $0 $0
ALAN DEAN BOARD MEMBER 1.00
Director
$0 $0 $0
JEANICE LESTER BOARD MEMBER 1.00
Director
$0 $0 $0
CLIFF OWEN BOARD MEMBER 1.00
Director
$0 $0 $0
TRACY VANNAUSDLE BOARD MEMBER 1.00
Director
$0 $0 $0
TIM FRIDOLPH SECRETARY 2.00
Officer
$0 $0 $0
KATE FRIDOLPH BOARD MEMBER 1.00
Director
$0 $0 $0
CRYSTAL BERKEY CO-TREASURER 2.00
Officer
$0 $0 $0
CARRIE SHALTERS BOARD MEMBER 1.00
Director
$0 $0 $0
ED STICKLAND BOARD MEMBER 1.00
Director
$0 $0 $0
BRYTON BERGREN BOARD MEMBER 1.00
Director
$0 $0 $0
DARRYAN WRIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
CASEY WENDSTRAND BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $191,017 $79,710 $1,540,161 $111,307
2022 $200,696 $115,726 $1,428,725 $84,970
2021 $537,466 $69,187 $1,424,946 $468,279
2020 $260,000 $58,995 $1,286,596 $201,005
2019 $210,217 $68,590 $673,374 $141,627
2018 $155,941 $52,992 $532,080 $102,949
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