THE SHAKESPEARE SOCIETY OF AMERICA INC (EIN 133974836) - 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

1997

Legal Domicile

Principal Officer

JIM STEINBERG

Phone

2125398500

Tax Period

2023-09-01 to 2024-08-31

THE SHAKESPEARE SOCIETY OF AMERICA INC, founded in 1997, is a small nonprofit that reported $342K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

THE SHAKESPEARE SOCIETY IS A NONPROFIT ORGANIZATION DEDICATED TO INCREASING THE ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF WILLIAM SHAKESPEARE'S WORKS THROUGH PERFORMANCE, COMMENTARY, AND EDUCATION ACTIVITY.

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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 $341,954

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $341,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,660

Fundraising Expenses $15,564

Program Expenses $243,669

Other Expenses $137,294

TOTAL EXPENSES $341,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,954	$542,377	-0.4%
Expenses	$341,954	$542,377	-0.4%
Net Income	$0	$0	N/A

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
JIM STEINBERG	CHAIR	1.00	Officer Director	$0	$0	$0
WENDI ROSE	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANCES WILKINSON	TREASURER	1.00	Officer 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	$341,954	$341,954	$134,070	No data
2023	$542,377	$542,377	$134,070	No data
2022	$441,359	$441,359	$134,070	No data
2021	$407,634	$407,709	$134,070	$-75
2020	$550,135	$558,730	$134,145	$-8,595
2019	$750,530	$737,046	$142,740	$13,484

THE SHAKESPEARE SOCIETY OF AMERICA INC