THE ELM SHAKESPEARE COMPANY

EIN: 061426731 501(c)(3) Arts, Culture & Humanities

NEW HAVEN, CT

Total Revenue
$810,383
Total Expenses
$758,216
Total Assets
$385,644
Net Assets
$353,150
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CT
Principal Officer
DR PHILLIP SMITH
Phone
2033928882
Tax Period
2025-01-01 to 2025-12-31

THE ELM SHAKESPEARE COMPANY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $810K in total revenue in fiscal year 2025. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $758K left a modest 6% surplus.

Mission

THE ELM SHAKESPEARE COMPANY IS A MULTI-CULTURAL THEATRE COMPANY COMMITTED TO ESTABLISHING A DISCOURSE WITH THE NEW HAVEN COMMUNITY THROUGH THE MEDIUM OF SHAKESPEARE'S PLAYS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $710,286
Program Service Revenue $89,922
Investment Income $0
Other Revenue $10,175
TOTAL REVENUE $810,383

Expense Breakdown

Grants Paid $0
Salaries & Benefits $468,961
Fundraising Expenses $61,595
Program Expenses $537,773
Other Expenses $289,255
TOTAL EXPENSES $758,216

Year-over-Year Comparison

2025 2024 Change
Revenue $810,383 $455,494 +0.8%
Expenses $758,216 $685,357 +0.1%
Net Income $52,167 $-229,863 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
46
Volunteers
50

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
4
$80,000
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR PHILLIP SMITH PRESIDENT 2.00
Officer Director
$0 $0 $0
ROBIN SAUERTEIG VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ADELE EDGERTON TREASURER 2.00
Officer Director
$0 $0 $0
MICHAEL SHEA DIRECTOR 1.00
Director
$0 $0 $0
DAVID NEWTON DIRECTOR 1.00
Director
$0 $0 $0
EVELYN GARD DIRECTOR 1.00
Director
$0 $0 $0
FRANK MITCHELL DIRECTOR 1.00
Director
$0 $0 $0
GAETANA BARBANO DIRECTOR 1.00
Director
$0 $0 $0
VICTORIA DANCY DIRECTOR 1.00
Director
$0 $0 $0
DEBRA M SCHAFFER DIRECTOR 1.00
Director
$0 $0 $0
REBECCA GOODHEART PRODUCING ARTISTIC DIRECTO 40.00
Officer
$80,000 $0 $80,000
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 $810,383 $758,216 $385,644 $52,167
2024 No data No data No data No data
2023 $729,236 $612,519 $548,890 $116,717
2022 $644,100 $546,952 $420,084 $97,148
2022 $644,100 $546,952 $420,084 $97,148
2021 $508,827 $442,888 $328,993 $65,939
2020 $381,857 $275,746 $255,022 $106,111
2019 $418,568 $400,517 $149,627 $18,051
2018 $406,146 $414,824 $130,973 $-8,678
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