PENNYSLVANIA SHAKESPEARE FESTIVAL (EIN 232655672) - 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

1991

Legal Domicile

Principal Officer

CASEY WILLIAM GALLAGHER

Phone

6102829455

Tax Period

2024-10-01 to 2025-09-30

PENNYSLVANIA SHAKESPEARE FESTIVAL, founded in 1991, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 11% surplus.

Mission

THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF PENNSYLVANIA, PSF'S MISSION IS TO ENRICH, ENGAGE, ENTERTAIN, AND INSPIRE THE WIDEST POSSIBLE AUDIENCE THROUGH PROFESSIONAL THEATRICAL PRODUCTIONS OF CLASSIC, CONTEMPORARY, AND SHAKESPEAREAN WORKS, AND THROUGH EDUCATIONAL ENGAGEMENT AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 1,116,885 PATRONS FROM 50 STATES SINCE 1992.

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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 $951,897

Program Service Revenue $1,067,208

Investment Income $876,804

Other Revenue $26,175

TOTAL REVENUE $2,922,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,779,598

Fundraising Expenses $110,230

Program Expenses $2,123,577

Other Expenses $818,677

TOTAL EXPENSES $2,598,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,922,084	$2,358,907	+0.2%
Expenses	$2,598,275	$2,317,200	+0.1%
Net Income	$323,809	$41,707	+6.8%

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

133

Volunteers

154

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

$315,415

Total Directors

$624,825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASEY WILLIAM GALLAGHER	MANAGING DIR	60.00	Officer Director	$0	$31,107	$146,920
JASON KING JONES	ARTISTIC DIR	60.00	Officer Director	$0	$47,523	$168,495
STEFANIE B WEXLER	PRESIDENT	5.00	Officer Director	$0	$0	$0
PATRICK J WITMER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
KERRY A WROBEL	SECRETARY	5.00	Officer Director	$0	$0	$0
AMY BEST	DIRECTOR	2.00	Director	$0	$27,298	$132,700
PHOENIX BEST	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINE B BURFEIND	DIRECTOR	2.00	Director	$0	$0	$0
H LLOYD CARBAUGH	DIRECTOR	2.00	Director	$0	$0	$0
GARY CARNEY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DODDS	DIRECTOR	2.00	Director	$0	$0	$0
LONA M FARR PHD	DIRECTOR	2.00	Director	$0	$0	$0
DEANNE FENSTERMACHER	DIRECTOR	2.00	Director	$0	$37,116	$176,710
JOSHUA A GILDEA ESQ	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE HACKETT	DIRECTOR	2.00	Director	$0	$0	$0
MARTHA HUTSON-SAXTON	DIRECTOR	2.00	Director	$0	$0	$0
JO-ANN KELLY	DIRECTOR	2.00	Director	$0	$0	$0
BILL KENT	DIRECTOR	2.00	Director	$0	$0	$0
LINDA LAPOS MD	DIRECTOR	2.00	Director	$0	$0	$0
KRISTY MCKEEVER	DIRECTOR	2.00	Director	$0	$0	$0
REV KEVIN NADOLSKI OSFS PHD	DIRECTOR	2.00	Director	$0	$0	$0
J STUART PIDCOCK RA AICP	DIRECTOR	2.00	Director	$0	$0	$0
DAVID B ROTHROCK	DIRECTOR	2.00	Director	$0	$0	$0
RONALD E SHEPPARD	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD SPITZER	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH W SUNDLOF DO	DIRECTOR	2.00	Director	$0	$0	$0
KAREN DOYLE WALTON EDD	DIRECTOR	2.00	Director	$0	$0	$0
JAMES K WU MD	DIRECTOR	2.00	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
2025	$2,922,084	$2,598,275	$8,532,341	$323,809
2024	$2,358,907	$2,317,200	$7,929,532	$41,707
2023	$2,292,087	$2,479,950	$7,071,620	$-187,863
2022	$2,550,071	$2,285,003	$6,910,876	$265,068
2021	$2,104,753	$1,403,591	$8,319,668	$701,162
2020	$992,452	$941,740	$6,841,275	$50,712
2019	$1,981,939	$1,988,662	$6,512,773	$-6,723
2018	$1,993,133	$2,066,864	$6,661,211	$-73,731

PENNYSLVANIA SHAKESPEARE FESTIVAL