THE ELM SHAKESPEARE COMPANY

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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

1995

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $537,773 Revenue: $89,922

THE ORGANIZATION PROVIDES, IN COLLABORATION WITH SCHOOLS AND OTHER COMMUNITY PARTNERS, EDUCATIONAL PROGRAMS BASED ON THE WORKS OF SHAKESPEARE. THESE PROGRAMS ARE DESIGNED TO DEVELOP THE STUDENTS'...

THE ORGANIZATION PROVIDES, IN COLLABORATION WITH SCHOOLS AND OTHER COMMUNITY PARTNERS, EDUCATIONAL PROGRAMS BASED ON THE WORKS OF SHAKESPEARE. THESE PROGRAMS ARE DESIGNED TO DEVELOP THE STUDENTS' LINGUISTIC, COMMUNICATIVE, AND COLLABORATIVE TALENTS. THE ORGANIZATION ALSO PRESENTS THEATRE PRODUCTIONS FREE TO THE PUBLIC EACH SUMMER IN A PUBLIC PARK IN NEW HAVEN. ADDITIONALLY, THE ORGANIZAITON PRESENTS OTHER PERFORMANCES THROUGHOUT THE YEAR IN ALTERNATE SPACES.

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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 (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

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

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

$80,000

Total Directors

Key Employees

Highest Compensated

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