NEW YORK SHAKESPEARE FESTIVAL (EIN 131844852) - 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

1954

Legal Domicile

Principal Officer

PATRICK WILLINGHAM

Phone

2125398500

Tax Period

2023-09-01 to 2024-08-31

NEW YORK SHAKESPEARE FESTIVAL, founded in 1954, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $61.1M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $53.0M left a modest 13% surplus.

Mission

THROUGH THE PUBLIC THEATER, SHAKESPEARE IN THE PARK AND JOE'S PUB, NYSF IS DEDICATED TO DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $39,736,942

Program Service Revenue $10,801,953

Investment Income $2,727,522

Other Revenue $7,865,782

TOTAL REVENUE $61,132,199

Expense Breakdown

Grants Paid $516,954

Salaries & Benefits $31,318,316

Fundraising Expenses $6,510,178

Program Expenses $38,557,823

Other Expenses $20,111,311

TOTAL EXPENSES $52,978,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,132,199	$50,409,452	+0.2%
Expenses	$52,978,124	$61,695,102	-0.1%
Net Income	$8,154,075	$-11,285,650	-1.7%

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

1323

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

$1,891,368

Total Directors

$1,816,160

Key Employees

$1,187,226

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUIS MIRANDA JR	CO-CHAIR	7.00	Officer Director	$0	$0	$0
PAT FILI-KRUSHEL	CO-CHAIR	7.00	Officer Director	$0	$0	$0
KENNY LEON	CO-VICE CHAIR	7.00	Officer Director	$0	$0	$0
ALISA AMAROSA WOOD	CO-VICE CHAIR	7.00	Officer Director	$0	$0	$0
MYCHAL HARRISON	TREASURER	7.00	Officer Director	$0	$0	$0
GORDON J DAVIS ESQ	SECRETARY	7.00	Officer Director	$0	$0	$0
KWAME ANTHONY APPIAH	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREA E BERNSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON BLUM	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL BOSWORTH	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY SCHMIDT CAMPBELL	BOARD MEMBER	2.00	Director	$0	$0	$0
KURT CHAUVIERE	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE DANIELS	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
YRTHYA DINZEY-FLORES	BOARD MEMBER	4.00	Director	$0	$0	$0
SUSAN EDELSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC ELLENBOGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
HILARY C FESHBACH	BOARD MEMBER	2.00	Director	$0	$0	$0
DANAI GURIRA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE HATHAWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS HOGBIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MAXINE ISAACS	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY LEEDS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAYNE LIPMAN	BOARD MEMBER	4.00	Director	$0	$0	$0
HANS MORRIS	BOARD MEMBER	4.00	Director	$0	$0	$0
GAIL MERRIFIELD PAPP	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIA PERSHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIO PETERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL PRICE	BOARD MEMBER	2.00	Director	$0	$0	$0
JANICE COOK ROBERTS	BOARD MEMBER	4.00	Director	$0	$0	$0
WENDI ROSE	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEXANDRA SHIVA	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM STEINBERG	BOARD MEMBER	4.00	Director	$0	$0	$0
STEVEN C TAUB	BOARD MEMBER	2.00	Director	$0	$0	$0
ARIELLE TEPPER MADOVER	BOARD MEMBER	2.00	Director	$0	$0	$0
TERESA TSAI	BOARD MEMBER	4.00	Director	$0	$0	$0
ANGELA VALLOT	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX VOLCKHAUSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
SAM WATERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDREY WILF	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCES WILKINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNE CLARKE WOLFF	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL J EUSTIS	ARTISTIC DIRECTOR	40.00	Officer Director	$881,115	$241,128	$1,122,243
PATRICK WILLINGHAM	EXECUTIVE DIRECTOR	40.00	Officer Director	$650,580	$43,337	$693,917
MURRAY ABELES	CHIEF FINANCIAL OFFICER	40.00	Officer	$74,800	$408	$75,208
KRISTINA HOGE	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$270,867	$53,961	$324,828
THOMAS M MCCANN	CHIEF MARKETING OFFICER	40.00	Key Emp	$204,429	$31,767	$236,196
JEREMY ADAMS	GENERAL MANAGER	40.00	Key Emp	$202,276	$42,882	$245,158
SARAH ROSEN	SENIOR DIRECTOR, HUMAN RESOURCES	40.00	Key Emp	$188,772	$27,485	$216,257
PETER DEAN	DIRECTOR OF PRODUCTION	40.00	Key Emp	$154,027	$10,760	$164,787
KRISTEN GONGORA	DIRECTOR OF STRATEGIC ADVANCEMENT	40.00	Highest	$178,273	$16,125	$194,398
VALERIE SIMMONS MILLER	DIRECTOR OF DELCORTE RENOVATION & CAPITAL PROJECTS	40.00	Highest	$182,224	$33,676	$215,900
SAHEEM ALI	ARTISTIC AND RESIDENT DIRECTOR	40.00	Highest	$270,073	$47,427	$317,500
MANDY HACKETT	ASSOCIATE ARTISTIC DIRECTOR	40.00	Highest	$211,175	$24,294	$235,469
FREEDOME BRADLEY-BALLENTINE	DIRECTOR OF ARTISTIC PROGRAMS	40.00	Highest	$192,949	$46,405	$239,354

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	$61,132,199	$52,978,124	$175,040,479	$8,154,075
2023	$50,409,452	$61,695,102	$147,706,234	$-11,285,650
2022	$70,543,996	$63,415,203	$136,486,072	$7,128,793
2021	$47,421,313	$37,881,007	$141,889,359	$9,540,306
2021	$47,421,313	$37,881,007	$141,889,359	$9,540,306
2020	$55,523,051	$52,106,967	$119,388,743	$3,416,084
2019	$88,722,810	$56,930,503	$115,535,167	$31,792,307
2018	$68,128,421	$48,782,029	$85,134,061	$19,346,392

NEW YORK SHAKESPEARE FESTIVAL