HUDSON VALLEY SHAKESPEARE FESTIVAL INC (EIN 133499385) - 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

1988

Legal Domicile

Principal Officer

ELEANOR RIDGE EVANS

Phone

8458095750

Tax Period

2024-01-01 to 2024-12-31

HUDSON VALLEY SHAKESPEARE FESTIVAL INC, founded in 1988, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $26.2M in total revenue in fiscal year 2024. Revenue surged 533% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.0M, a strong 80% operating margin.

Mission

ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HUDON VALLEY SHAKESPEARE (HVS) ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY.IN LATE 2019, HVS COMMENCED A CAPITAL CAMPAIGN TO SUPPORT THE CREATION OF A NEW OUTSOOR, ECOLOGICALLY DRIVEN THEATER CAMPUS, IN THANKS TO A GENEROUS BENEFACTOR WHO CONVEYED TO THE COMPANY 98 ACRES OF RIVER-VIEW PROPERTY IN THE HUDSON HIGHLANDS. IN 2024, HVS COMMENCED CONSTRUCTION ON ITS NEW OPEN-AIR THEATER FACILITY, THE SAMUEL H SCRIPPS THEATER CENTER. CONSTRUCTION AND FUNDRAISING ARE BOTH ONGOING.

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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 $25,102,575

Program Service Revenue $665,095

Investment Income $197,994

Other Revenue $256,165

TOTAL REVENUE $26,221,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,379,558

Fundraising Expenses $622,038

Program Expenses $3,594,327

Other Expenses $2,528,587

TOTAL EXPENSES $5,244,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,221,829	$4,144,548	+5.3%
Expenses	$5,244,185	$4,779,807	+0.1%
Net Income	$20,977,644	$-635,259	-34.0%

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

149

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

$142,632

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN SHELBY ARDITI	PRESIDENT	10.00	Officer Director	$0	$0	$0
ELEANOR RIDGE EVANS	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
HEATHER HOPKINS	TREASURER	10.00	Officer Director	$0	$0	$0
EDWARD B WHITNEY	SECRETARY	8.00	Officer Director	$0	$0	$0
SUZANNE BAKER	DIRECTOR, THRU 5/4/24	2.00	Director	$0	$0	$0
RAOUL BHAVNANI	DIRECTOR	2.00	Director	$0	$0	$0
MARY ELIZABETH BUNZEL	DIRECTOR	2.00	Director	$0	$0	$0
LUIS CASTRO	DIRECTOR	6.00	Director	$0	$0	$0
MICHAEL EMERSON	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI ETTINGER	DIRECTOR	2.00	Director	$0	$0	$0
MARIE FABIAN	DIRECTOR	2.00	Director	$0	$0	$0
RANDY FLORKE	DIRECTOR	2.00	Director	$0	$0	$0
KRYSTAL FORD	DIRECTOR, THRU 12/23/24	2.00	Director	$0	$0	$0
SANDRA GOLDMARK	DIRECTOR	6.00	Director	$0	$0	$0
STEVEN L HOLLEY	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA KING	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL J KRAMER	DIRECTOR	2.00	Director	$0	$0	$0
CARL LOEWENSON	DIRECTOR	4.00	Director	$0	$0	$0
NAT PRENTICE	DIRECTOR, THRU 2/28/24	4.00	Director	$0	$0	$0
FREDERIC C RICH	DIRECTOR	10.00	Director	$0	$0	$0
LAURI WASHINGTON SAWYER	DIRECTOR	4.00	Director	$0	$0	$0
JAMES STANFORD	DIRECTOR	8.00	Director	$0	$0	$0
BYRON STINSON	DIRECTOR	4.00	Director	$0	$0	$0
SARENA STRAUS	DIRECTOR	2.00	Director	$0	$0	$0
DR ELLIOTT SUMERS	DIRECTOR, THRU 9/28/24	2.00	Director	$0	$0	$0
VERNON WILSON	DIRECTOR, THRU 12/5/24	2.00	Director	$0	$0	$0
LAURA JEAN WILSON	DIRECTOR	6.00	Director	$0	$0	$0
CHRISTINE WONG LENT	DIRECTOR	2.00	Director	$0	$0	$0
KENDRA EKELUND	MANAGING DIRECTOR	60.00	Officer	$140,119	$2,513	$142,632
ROBERT D MCCALLUM III	ARTISTIC DIRECTOR	60.00	Highest	$145,250	$21,695	$166,945

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	$26,221,829	$5,244,185	$39,335,899	$20,977,644
2023	$4,144,548	$4,779,807	$13,657,961	$-635,259
2022	$5,242,104	$4,577,870	$14,471,878	$664,234
2021	$9,805,795	$3,469,801	$13,956,658	$6,335,994
2020	$6,092,038	$1,793,845	$7,262,813	$4,298,193
2019	$4,841,313	$3,422,778	$2,808,726	$1,418,535
2018	$3,249,537	$3,379,291	$1,404,960	$-129,754

HUDSON VALLEY SHAKESPEARE FESTIVAL INC