The Shakespeare Festival of Dallas… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

Jenni Stewart

Phone

2145592778

Tax Period

2024-01-01 to 2024-12-31

The Shakespeare Festival of Dallas dba Shakespeare Dallas, founded in 1972, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

Using Shakespeare's works as a cornerstone, Shakespeare Dallas serves the Southwest region with fun and accessible indoor and outdoor theatre, integrated school programs, and cultural enrichment for people of all ages and backgrounds.

Program Service Accomplishments

Program 1

Expenses: $728,747 Revenue: $214,831

Seasonal Productions - Shakespeare Dallas presented The Odyssey by Mary Zimmerman (recipient of the TACA Pop-Up Grant for Artistic Excellence), Twelfth Night, and Julius Caesar as part of our...

Seasonal Productions - Shakespeare Dallas presented The Odyssey by Mary Zimmerman (recipient of the TACA Pop-Up Grant for Artistic Excellence), Twelfth Night, and Julius Caesar as part of our Shakespeare in the Park series. Julius Caesar included two sold-out student matinees serving North Texas students, with a strong focus on Title I schools. Overall, the season served more than 30,000 attendees, with 42% of tickets offered free of charge or at significantly reduced prices, reinforcing our commitment to accessibility.

Program 2

Expenses: $88,064 Revenue: $30,112

Education - Our Shakespeare on the Go! educational programming expanded in 2024 to include two age-specific touring productions, student matinees of Julius Caesar, four summer camps, and a variety of master classes and in-school workshops. These efforts reached more than 12,000 students across North Texas, providing hands-on arts enrichment and literacy support aligned with TEKS standards.

Program 3

Expenses: $57,115 Revenue: $7,000

Outreach - Through Shakespeare Unplugged, we presented Wars of the Roses (Henry VI Parts 13 and Richard III) in a staged reading series in partnership with Play On Shakespeare, featuring modern verse translations by Douglas P. Langworthy and Migdalia Cruz. Additional programming included book clubs, pre-show lectures, and members-only events designed to deepen engagement and expand access to classical texts for diverse audiences.

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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 $751,381

Program Service Revenue $251,943

Investment Income $14,258

Other Revenue $2,555

TOTAL REVENUE $1,020,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $561,911

Fundraising Expenses $89,257

Program Expenses $873,926

Other Expenses $499,720

TOTAL EXPENSES $1,061,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,020,137	$924,542	+0.1%
Expenses	$1,061,631	$1,027,462	+0.0%
Net Income	$-41,494	$-102,920	-0.6%

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

$92,700

Total Directors

$2,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jenni Stewart	Interim Exec D	40.00	Officer	$90,000	$2,700	$92,700
Adrian Godinez	Director	2.00	Director	$2,850	$0	$2,850
Ashley Collinsworth	Director	2.00	Director	$0	$0	$0
Amanda Ballard	Director	1.00	Director	$0	$0	$0
Kathryn Betts	Vice Chair	2.00	Officer Director	$0	$0	$0
Lauren York	Chair	4.00	Officer Director	$0	$0	$0
Marcus Fuller	Director	2.00	Director	$0	$0	$0
Ellen Yost	Director	1.00	Director	$0	$0	$0
John Wilkinson	Secretary	1.00	Officer Director	$0	$0	$0
Monique Robinson	Director	4.00	Director	$0	$0	$0
Nathan Eaton	Director	2.00	Director	$0	$0	$0
Matthew Adams	Treasurer	2.00	Officer Director	$0	$0	$0
Tamitha Curiel	Director	2.00	Director	$0	$0	$0
Connie Tate	Director	2.00	Director	$0	$0	$0
Darren Dittrich	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	No data	No data	No data	No data
2024	$1,020,137	$1,061,631	$241,581	$-41,494
2023	$924,542	$1,027,462	$251,586	$-102,920
2022	$920,510	$1,213,805	$274,466	$-293,295
2021	$1,329,981	$1,017,461	$628,605	$312,520
2020	$912,058	$753,094	$265,373	$158,964
2019	$922,613	$1,033,873	$278,313	$-111,260
2018	$858,785	$843,635	$331,957	$15,150

The Shakespeare Festival of Dallas dba Shakespeare Dallas