UTAH SHAKESPEARE FESTIVAL FOUNDATI… - 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

2009

Legal Domicile

Principal Officer

MITCHELL BEALER

Phone

4355867884

Tax Period

2021-01-01 to 2021-12-31

UTAH SHAKESPEARE FESTIVAL FOUNDATION, founded in 2009, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $14.8M in total revenue in fiscal year 2021. Revenue surged 9843% from the prior year, signaling strong growth momentum. Expenses of $12.6M left a modest 15% surplus.

Mission

PROMOTION, DEVELOPMENT, AND PRESERVATION OF THE UTAH SHAKESPEARE FESTIVAL

Program Service Accomplishments

Program 1

Expenses: $12,528,300 Revenue: $194,324

THEATER AND ADMINISTRATIVE OFFICE SPACE FOR THE UTAH SHAKESPEARE FESTIVAL WERE LEASED FROM THE FOUNDATION BY THE UTAH SHAKESPEARE FESTIVAL.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2

Other Revenue $14,819,322

TOTAL REVENUE $14,819,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,528,300

Other Expenses $12,612,141

TOTAL EXPENSES $12,612,141

Year-over-Year Comparison

	2021	2020	Change
Revenue	$14,819,324	$149,043	+98.4%
Expenses	$12,612,141	$580,560	+20.7%
Net Income	$2,207,183	$-431,517	-6.1%

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

$180,413

Total Directors

$519,358

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICAHRD WILSON	CHAIR	1.00	Director	$0	$0	$0
NANCY SLITZ	VICE CHAIR	1.00	Director	$0	$0	$0
JOANNE BRTTAIN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT WYATT	DIRECTOR	1.00	Director	$0	$66,875	$261,024
MARVIN DODGE	DIRECTOR	1.00	Director	$0	$69,954	$258,334
JYL SHULER	SECRETARY	1.00	Officer	$0	$0	$0
MITCH BEALER	TREASURER	3.00	Officer	$0	$46,500	$180,413

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
2021	$14,819,324	$12,612,141	$121,844	$2,207,183
2020	$149,043	$580,560	$12,539,661	$-431,517

UTAH SHAKESPEARE FESTIVAL FOUNDATION