SHAKESPEARE & COMPANY INC (EIN 042666826) - Form 990 Financial Analysis & Trantor Score

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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

1978

Legal Domicile

Principal Officer

KAREN KOWGIOS

Phone

4136371199

Tax Period

2024-04-01 to 2025-03-31

SHAKESPEARE & COMPANY INC, founded in 1978, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.9M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $10.0M represent 25 months of operating reserves.

Mission

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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,580,001

Program Service Revenue $2,121,939

Investment Income $3,368

Other Revenue $184,605

TOTAL REVENUE $4,889,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,047,534

Fundraising Expenses $678,207

Program Expenses $4,233,092

Other Expenses $2,066,166

TOTAL EXPENSES $5,124,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,889,913	$6,237,956	-0.2%
Expenses	$5,124,200	$5,649,472	-0.1%
Net Income	$-234,287	$588,484	-1.4%

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

Governance

Voting Members

Independent Members

Employees

182

Volunteers

176

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

$213,430

Total Directors

$230,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BELTON ALLYN BURROWS	ARTISTIC DIRECTOR	40.00	Officer Director	$100,042	$12,044	$112,086
CHRISTINA PACKER	FOUNDING TRUSTEE	40.00	Director	$52,154	$6,422	$58,576
KEVIN COLEMAN	FOUNDING TRUSTEE/DIR. OF EDUCATION	40.00	Director	$58,066	$1,300	$59,366
KELLY GALVIN	ARTIST TRUSTEE	10.00	Director	$0	$0	$0
BEVERLY HYMAN	CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY B KONOWITCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENIFER SALZBERG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN KOWGIOS	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL A MILLER	CLERK	1.00	Officer Director	$0	$0	$0
HENRY BAKER	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA BOURGEOIS	TRUSTEE	1.00	Director	$0	$0	$0
GERALD FRIEDMAN	TRUSTEE	1.00	Director	$0	$0	$0
PHOEBE GIDDON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HELFER	TRUSTEE	1.00	Director	$0	$0	$0
ANITA HELLER	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH WERNER	TRUSTEE	1.00	Director	$0	$0	$0
GREG LIPPER	TRUSTEE	1.00	Director	$0	$0	$0
BARRI MARKS	TRUSTEE	1.00	Director	$0	$0	$0
RICARDO MORALES	TRUSTEE	1.00	Director	$0	$0	$0
MACAIRE PACE	TRUSTEE	1.00	Director	$0	$0	$0
BARRY R SHAPIRO	TRUSTEE	1.00	Director	$0	$0	$0
LICIA SKY	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH ANNEX	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SORKIN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT B STRASSLER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DOUGLAS THOMPSON	ARTIST TRUSTEE	1.00	Director	$0	$0	$0
ANDREW B WEINBERGER	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANN HOUSE	TRUSTEE	1.00	Director	$0	$0	$0
IRINA SHIFRIN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MARTELLE	FORMER FINANCE DIRECTOR/CONTROLLER	40.00	Officer	$74,361	$3,858	$78,219
WENDY CALKINS	FINANCE DIRECTOR/CONTROLLER	40.00	Officer	$23,125	$0	$23,125

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	$4,889,913	$5,124,200	$12,992,040	$-234,287
2024	$6,237,956	$5,649,472	$13,108,923	$588,484
2023	$5,039,038	$5,397,258	$12,235,142	$-358,220
2022	$4,300,696	$4,493,053	$13,152,497	$-192,357
2021	$3,064,726	$2,584,172	$12,939,489	$480,554
2020	$4,501,549	$5,037,889	$13,335,660	$-536,340
2019	$4,866,808	$4,937,108	$14,089,236	$-70,300

SHAKESPEARE & COMPANY INC