Oregon Shakespeare Festival Association
- Assets
- $50.9m
- Revenue
- $35.8m
- Investments
- $0.0
- Employees
- 520
- Location
- Ashland, OR
- Founding
- 06/1939
- Data as of
- 10/2023
- EIN
- 93-0407022
Organization Overview
Oregon Shakespeare Festival Association is located in Ashland, OR. The organization was established in 1939. 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 10/2023, Oregon Shakespeare Festival Association employed 520 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oregon Shakespeare Festival Association 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 10/2023, Oregon Shakespeare Festival Association generated $35.8m in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.0%) each year. All expenses for the organization totaled $36.2m during the year ending 10/2023. As we would expect to see with falling revenues, expenses have declined by (0.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Oregon Shakespeare Festival Association has awarded 15 individual grants totaling $242,580. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS.
Describe the Organization's Program Activity:
THE 2023 SEASON AT THE OREGON SHAKESPEARE FESTIVAL CONTINUED THE TRADITION OF ARTISTIC EXCELLENCE WITH A MIX OF CLASSIC AND CONTEMPORARY WORKS, FEATURING SIX NOTABLE PRODUCTIONS: ROMEO AND JULIET BY WILLIAM SHAKESPEARE, DIRECTED BY NATAKI GARRETT; TWELFTH NIGHT BY WILLIAM SHAKESPEARE, DIRECTED BY DAWN MONIQUE WILLIAMS; RENT BY JONATHAN LARSON, DIRECTED BY TIFFANY NICHOLE GREENE; THE THREE MUSKETEERS, AN ADAPTATION BY KIRSTEN CHILDS OF THE NOVEL BY ALEXANDRE DUMAS, DIRECTED BY KENT GASH; WHERE WE BELONG BY MADELINE SAYET, DIRECTED BY MEI ANN TEO; AND IT'S CHRISTMAS, CAROL! BY MARK BEDARD, BRENT HINKLEY, AND JOHN TUFTS, DIRECTED BY PIRRONNE YOUSEFZADEH. THE SEASON ALSO MARKED AN EXPANSION OF EDUCATION OFFERINGS COMPARED TO THE PRIOR SEASON, WITH A ROBUST ARRAY OF DISCUSSIONS, LECTURES, AND TOURS THAT FOSTERED A DEEPER CONNECTION WITH BOTH YOUNG AND ADULT LEARNERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Schmitz Executive Director | Officer | 50 | $417,391 |
Tyler Hokama Interim Executive Director | Officer | 50 | $0 |
Kamilah Long Chief Development Officer | Officer | 50 | $0 |
Nataki Myers Artistic Director | Officer | 50 | $411,041 |
Tim Bond Artistic Director | Officer | 50 | $0 |
Ariana Spiegler Finance Director | Officer | 50 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Arnold & Porter Kaye Scholer Llp Legal/lobbying | 10/30/23 | $344,000 |
Phantom Solutions Security | 10/30/23 | $258,756 |
Capacity Interactive Consulting Marketing | 10/30/23 | $219,537 |
Dcm Telemarketing | 10/30/23 | $283,101 |
Dr Kecia Llc Leadership Consulting | 10/30/23 | $173,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $6,250,000 |
| Government grants | $2,197,632 |
| All other contributions, gifts, grants, and similar amounts not included above | $18,144,184 |
| Noncash contributions included in lines 1a–1f | $345,233 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $26,591,816 |
| Total Program Service Revenue | $7,526,572 |
| Investment income | $4,865 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $8,867 |
| Net Rental Income | $126,206 |
| Net Gain/Loss on Asset Sales | -$4,502 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $35,804,216 |
| 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. | $1,645,499 |
| Compensation of current officers, directors, key employees. | $407,951 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $15,138,802 |
| Pension plan accruals and contributions | $376,099 |
| Other employee benefits | $3,146,078 |
| Payroll taxes | $1,386,685 |
| Fees for services: Management | $505,511 |
| Fees for services: Legal | $68,494 |
| Fees for services: Accounting | $131,009 |
| Fees for services: Lobbying | $344,000 |
| Fees for services: Fundraising | $307,772 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,789,610 |
| Advertising and promotion | $941,429 |
| Office expenses | $1,112,849 |
| Information technology | $67,319 |
| Royalties | $301,881 |
| Occupancy | $228,317 |
| Travel | $598,010 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $262,853 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,778,118 |
| Insurance | $321,575 |
| All other expenses | $1,879,346 |
| Total functional expenses | $36,240,262 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,686,182 |
| Savings and temporary cash investments | $269,035 |
| Pledges and grants receivable | $3,625,824 |
| Accounts receivable, net | $9,226 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $681,137 |
| Prepaid expenses and deferred charges | $348,438 |
| Net Land, buildings, and equipment | $30,133,160 |
| Investments—publicly traded securities | $563,667 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $315,833 |
| Other assets | $13,240,533 |
| Total assets | $50,873,035 |
| Accounts payable and accrued expenses | $2,372,965 |
| Grants payable | $0 |
| Deferred revenue | $992,491 |
| 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 | $6,577,516 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $13,518,244 |
| Total liabilities | $23,461,216 |
| Net assets without donor restrictions | $22,991,761 |
| Net assets with donor restrictions | $4,420,058 |
| 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 | $50,873,035 |
Grants Awarded
Over the last fiscal year, Oregon Shakespeare Festival Association has awarded $34,930 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ROGUE CLIMATE PURPOSE: FIRE RELIEF FOR FAMILIES OF 2020 ALMEDA FIRE | $17,465 |
PHOENIX-TALENT SCHOOL DISTRICT PURPOSE: FIRE RELIEF FOR FAMILIES OF 2020 ALMEDA FIRE | $17,465 |