SHAKESPEARE THEATRE OF NEW JERSEY (EIN 221962163) - 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

1963

Legal Domicile

Principal Officer

BONNIE MONTE

Phone

9738456723

Tax Period

2023-01-01 to 2023-12-31

SHAKESPEARE THEATRE OF NEW JERSEY, founded in 1963, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 28% operating deficit.

Mission

DEDICATED EXCLUSIVELY TO THE PRESENTATION OF SHAKESPEARES CANON AND OTHER CLASSICS THROUGH WORLD CLASS STAGE PRODUCTIONS AND HIGH-IMPACT EDUCATION PROGRAMS

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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 $1,517,422

Program Service Revenue $1,408,592

Investment Income $8,803

Other Revenue $0

TOTAL REVENUE $2,934,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,387,220

Fundraising Expenses $159,977

Program Expenses $3,212,706

Other Expenses $1,363,218

TOTAL EXPENSES $3,750,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,934,817	$3,684,816	-0.2%
Expenses	$3,750,438	$3,498,000	+0.1%
Net Income	$-815,621	$186,816	-5.4%

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

114

Volunteers

N/A

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

$200,000

Total Directors

$200,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAYWOOD HUNTLEY JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES B KOBAK	VP	2.00	Officer Director	$0	$0	$0
NABIL ELIYA	CO-VP	2.00	Officer Director	$0	$0	$0
PAUL MULLINS	SECRETARY	2.00	Officer Director	$0	$0	$0
SCOTT KLOKIS	TREASURER	2.00	Officer Director	$0	$0	$0
T RANDOLPH HARRIS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BONNIE MONTE	ARTISTIC DIR	40.00	Officer Director	$200,000	$0	$200,000
SHANNON O'CONNOR BOCK	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK BELL	TRUSTEE	1.00	Director	$0	$0	$0
SARAH FARGO	TRUSTEE	1.00	Director	$0	$0	$0
JANICE HAGGERTY	TRUSTEE	1.00	Director	$0	$0	$0
LAURA ADEN PACKER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT H CONLEY	TRUSTEE	1.00	Director	$0	$0	$0
STARK D KIRBY	TRUSTEE	1.00	Director	$0	$0	$0
HILARY LINK	TRUSTEE	1.00	Director	$0	$0	$0
SURYANSHU MISHRA	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD NG	TRUSTEE	1.00	Director	$0	$0	$0
GRETCHEN THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
RYAN LAPRE	TRUSTEE	1.00	Director	$0	$0	$0
ANISA MEHDI	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH YAMASHITA	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$2,934,817	$3,750,438	$7,812,316	$-815,621
2022	$3,684,816	$3,498,000	$8,578,994	$186,816
2021	$3,381,217	$2,658,611	$9,565,946	$722,606
2020	$2,071,810	$2,117,343	$8,951,316	$-45,533
2019	$3,686,893	$4,079,361	$8,886,398	$-392,468
2018	$3,945,799	$4,076,684	$9,418,087	$-130,885

SHAKESPEARE THEATRE OF NEW JERSEY