SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION (EIN 046074459) - 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

1966

Legal Domicile

Principal Officer

BETSY L RAYMOND

Phone

5309024613

Tax Period

2024-01-01 to 2024-12-31

SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION, founded in 1966, is a small nonprofit in the Education sector that reported $184K in total revenue in fiscal year 2024. Revenue surged 418% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 81% operating margin.

Mission

TO MAINTAIN THE FOCUS OF THE UNDERGRADUATE SOCIETY ON THE STUDY AND PRODUCTION OF SHAKESPEARE'S PLAYS, ENCOURAGING THE PRINCIPLES OF HONORABLE FELLOWSHIP AMONG THE UNDERGRADUATE AND ALUMNAE, ESTABLISHING GOOD RELATIONS BETWEEN THE UNDERGRADUATE SOCIETY, THE SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION, THE WELLESLEY COLLEGE ADMINISTRATION, AND THE CAMPUS AND LARGER COMMUNITY AS A WHOLE, GUARANTEEING GOOD STEWARDSHIP OF SHAKEPEARE HOUSE AND ALL POSSESSIONS ACCUMULATED BY UNDERGRADUATES AND ALUMNAE FOR THE USE OF THE SOCIETY.

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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 $130,802

Program Service Revenue $0

Investment Income $52,343

Other Revenue $492

TOTAL REVENUE $183,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,292

Other Expenses $35,691

TOTAL EXPENSES $35,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,637	$35,441	+4.2%
Expenses	$35,691	$14,659	+1.4%
Net Income	$147,946	$20,782	+6.1%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN BERNARDI	PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
CAROLINE KOVACS	PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
JULIE MANN BROWN	SECRETARY AND DIRECTOR	1.00	Officer Director	$0	$0	$0
BETSY RAYMOND	TREASURER AND DIRECTOR	1.00	Officer Director	$0	$0	$0
CHRISTINA MOLLDREM HARKULICH	VICE PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
ANNIE JIN WANG	DIRECTOR	1.00	Director	$0	$0	$0
ROWAN WINTERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
SABINA SETHI UNNI	DIRECTOR	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
2024	$183,637	$35,691	$1,138,153	$147,946

SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION