Shakespeare & Company Inc is located in Lenox, MA. The organization was established in 1979. According to its NTEE Classification (A65) the organization is classified as: Theater, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 03/2024, Shakespeare & Company Inc employed 193 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shakespeare & Company Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Shakespeare & Company Inc generated $6.2m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $5.6m during the year ending 03/2024. While expenses have increased by 2.9% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF SHAKESPEARE & COMPANY IS TO DELIVER A SUSTAINABLE AND (CONTINUED ON SCHEDULE O) VITAL PROGRAM OF PERFORMANCE, TRAINING, AND EDUCATION, INTEGRATED FOR THE DEEPENED EXPERIENCE OF THE ARTISTS, THE AUDIENCE, THE COMPANY, AND THE COMMUNITY. WE EMBRACE THE CORE VALUES OF SHAKESPEARE'S WORK: COLLABORATION, COMMITMENT TO LANGUAGE, VISCERAL EXPERIENCE AND CLASSICAL IDEALS, EXPRESSED WITH PHYSICAL PROWESS AND AN EMBODIED CONTEMPORARY VOICE.
Describe the Organization's Program Activity:
PERFORMANCE:THE ORGANIZATION PRODUCES LIVE THEATRICAL PERFORMANCES THAT INCLUDE THE BUILDING OF COSTUMES AND SETS FROM ORGANIC RAW MATERIALS AND DESIGNS; ORIGINAL LIGHTING AND SOUND DESIGN AND MUSICAL SCORES. IN FISCAL YEAR 2024, LIVE PERFORMANCES WERE PERFORMED OUTDOORS IN TWO THEATERS AND INSIDE IN TWO FACILITIES. WINTER STAGED READINGS AND PRODUCTION AND LECTURES WERE DEVISED AS WELL. SEATING CAPACITY PER PERFORMANCE VARIED FROM 150 TO 400.
EDUCATION:FISCAL YEAR 2024 CONSISTED OF MANY EDUCATION PROGRAMS. FALL FESTIVAL OF SHAKESPEARE, A 10 WEEK IN-SCHOOL RESIDENCY IN TEN SCHOOLS WITH PUBLIC PERFORMANCES IN THE SCHOOLS AND ON OUR CAMPUS. NORTHEAST REGIONAL TOUR OF SHAKESPEARE, A 4 MONTH NORTHEAST TOUR OF IN-SCHOOL PERFORMANCES OF NON-EQUITY PRODUCTION OF A SHAKESPEARE PLAY. SHAKESPEARE IN THE COURTS PROJECT, IN COLLABORATION WITH THE BERKSHIRE JUNVENILE COURT ABJUDICATED JUVENILE OFFENDERS WORK WITH ARTISTS AND PARTICIPATE IN CLASSES, REHEARSALS AND PERFORMANCES OF SHAKESPEARE SCENES. RIOTOUS YOUTH, SUMMER ACTING CAMP FOR CHILDREN AND TEENS THAT INTRODUCE THEM TO THE LANGUAGE, STORY, CHARACTERS AND IDEAS IN THE SHAKESPEARE PLAYS. RESIDENCIES, LOCAL AND (CONTINUED ON SCHEDULE O) NON-LOCAL IN-SCHOOL PROGRAMS WITH TEAMS OF TEACHERS, DIRECTORS AND TECHNICAL STAFF WORKING IN COLLABORATION WITH EDUCATORS TO INTRODUCE STUDENTS TO SHAKESPEARE. SHAKESPEARE & YOUNG COMPANY, DESIGNED TO FURTHER DEVELOP YOUNG ACTORS AND EMPOWER THEM AS CREATIVE INDIVIDUALS. PROFESSIONAL DEVELOPMENT WORKSHOPS, FOR TEACHERS AND TEACHING ARTISTS, ONE-WEEK WORKSHOPS HELD IN THE SUMMER TO HELP CREATE SHAKESPEARE LEARNING ON STAGE AND IN CLASSROOMS.
TRAINING:THE CENTER FOR ACTOR TRAINING OFFERS A WIDE RANGE OF ACTING WORKSHOPS FOR PROFESSIONAL ARTISTS AT VARIOUS STAGES IN THEIR CAREERS, FROM UNIVERSITY STUDENTS TO ADVANCED PROFESSIONALS. THE TRAINING IS BASED ON TEACHING METHODS DEVELOPED BY ORGANIZATION FOUNDERS INCLUDING TINA PACKER AND KRISTIN LINKLATER, AND HAS EVOLVED FOR MORE THAN 40 YEARS THROUGH THE COLLABORATION OF SPECIALIZED TEACHERS IN EVERY DISCIPLINE. MONTH-LONG INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS MID-CAREER PROFESSIONAL ACTORS WHICH FOCUSES ON MULTI-FACETED SHAKESPERIAN PRINCIPLES. SUMMER SHAKESPEARE INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS UNDER-GRADUATE THEATER MAJORS, RECENT GRADUATES AND EARLY-CAREER PROFESSIONAL ACTORS. (CONTINUED ON SCHEDULE O)WE ALSO OFFER MANY WEEKEND INTENSIVE TRAININGS AS WELL AS WEEK-LONG FOCUSED TRAININGS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Belton Allyn Burrows Artistic Director | OfficerTrustee | 40 | $94,495 |
Richard Martelle Finance Director/controller | Officer | 40 | $98,205 |
Amy Handelsman Until 22024 Managing Director | Officer | 40 | $102,375 |
Christina Packer Founding Trustee | Trustee | 40 | $50,784 |
Kevin Coleman Founding Trustee/dir. Of Education | Trustee | 40 | $56,120 |
Kelly Galvin Artist Trustee | Trustee | 10 | $200 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $387,213 |
Related organizations | $0 |
Government grants | $81,481 |
All other contributions, gifts, grants, and similar amounts not included above | $3,327,943 |
Noncash contributions included in lines 1a–1f | $1,557,900 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,796,637 |
Total Program Service Revenue | $2,230,478 |
Investment income | $969 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $52 |
Net Rental Income | $169,242 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | -$13,588 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $54,166 |
Miscellaneous Revenue | $0 |
Total Revenue | $6,237,956 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $421,393 |
Compensation of current officers, directors, key employees. | $178,534 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,507,519 |
Pension plan accruals and contributions | $26,386 |
Other employee benefits | $155,824 |
Payroll taxes | $273,637 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $43,775 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $10,000 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $278,325 |
Advertising and promotion | $231,189 |
Office expenses | $88,260 |
Information technology | $13,593 |
Royalties | $65,067 |
Occupancy | $375,491 |
Travel | $78,564 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $91,343 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $613,432 |
Insurance | $141,651 |
All other expenses | $0 |
Total functional expenses | $5,649,472 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $4,468 |
Savings and temporary cash investments | $428,478 |
Pledges and grants receivable | $325,000 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $4,604 |
Prepaid expenses and deferred charges | $47,783 |
Net Land, buildings, and equipment | $12,292,777 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $5,813 |
Other assets | $0 |
Total assets | $13,108,923 |
Accounts payable and accrued expenses | $226,831 |
Grants payable | $0 |
Deferred revenue | $809,065 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $1,814,402 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $2,850,298 |
Net assets without donor restrictions | $9,637,484 |
Net assets with donor restrictions | $621,141 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $13,108,923 |