SHAKESPEARE & COMPANY INC

EIN: 042666826 501(c)(3) Arts, Culture & Humanities

LENOX, MA

Total Revenue
$4,889,913
Total Expenses
$5,124,200
Total Assets
$12,992,040
Net Assets
$10,024,338
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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
MA
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 VITAL PROGRAM OF PERFORMANCE, TRAINING, AND EDUCATION, INTEGRATED FOR THE DEEPENED EXPERIENCE OF THE ARTISTS, THE AUDIENCE, THE COMPANY, AND THE COMMUNITY. (CONTINUED ON SCHEDULE O) 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.

Program Service Accomplishments

Program 1
Expenses: $2,542,152 Revenue: $1,406,134

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...

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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 2025, 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.

Program 2
Expenses: $1,244,317 Revenue: $532,044

EDUCATION:FISCAL YEAR 2025 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...

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EDUCATION:FISCAL YEAR 2025 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.

Program 3
Expenses: $446,623 Revenue: $282,586

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...

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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.

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Trantor Score

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

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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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Governance

Voting Members
27
Independent Members
26
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
8
$213,430
Total Directors
29
$230,028
Key Employees
0
$0
Highest Compensated
0
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
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