SHAW FESTIVAL FOUNDATION (EIN 222809351) - 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

1987

Legal Domicile

Principal Officer

KENNETH FRIEDMAN

Phone

7168541930

Tax Period

2023-01-01 to 2023-12-31

SHAW FESTIVAL FOUNDATION, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE FINANCIAL SUPPORT TO CULTURAL ORGANIZATIONS AND OTHER CHARITABLE ENTITIES.

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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 $1,341,047

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,341,047

Expense Breakdown

Grants Paid $1,162,000

Salaries & Benefits $118,611

Fundraising Expenses $139,999

Program Expenses $1,162,000

Other Expenses $77,933

TOTAL EXPENSES $1,358,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,341,047	$2,052,299	-0.3%
Expenses	$1,358,544	$1,422,931	0.0%
Net Income	$-17,497	$629,368	-1.0%

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

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
JAMES W WADSWORTH	PRESIDENT EMERITUS	1.00	Officer Director	$0	$0	$0
RONALD H LUCZAK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES F BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNETH P FRIEDMAN	TREASURER	1.00	Officer Director	$0	$0	$0
SYLVIA BENNETT	SECRETARY	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	No data	No data	No data	No data
2023	$1,341,047	$1,358,544	$1,680,720	$-17,497
2022	$2,052,299	$1,422,931	$1,314,891	$629,368
2021	$1,691,543	$1,128,836	$848,753	$562,707
2020	$1,238,443	$1,060,985	$308,249	$177,458
2019	$1,250,515	$1,244,647	$130,791	$5,868
2018	$1,022,789	$1,055,186	$124,923	$-32,397

SHAW FESTIVAL FOUNDATION