SOUTHERN SHAKESPEARE COMPANY

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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

2012

Legal Domicile

Principal Officer

Curt Blair

Phone

3212130602

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN SHAKESPEARE COMPANY, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $426K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

PRODUCE WORKS OF SHAKESPEARE TO EDUCATE THE PUBLIC IN THE ARTS AND CULTIVATE ASPIRING ACTORS

Program Service Accomplishments

Program 1

Expenses: $150,536 Revenue: $154,333

PRODUCE SHAKESPEARE PLAYS FOR THE PUBLIC WITH NO ADMISSION FEE. TOTAL ATTENDANCE WAS APPROXIMATELY 9,000.

Program 2

Expenses: $51,705 Revenue: $63,459

EDUCATIONAL OUTREACH PROGRAMS FOR LOCAL SCHOOLS, INCLUDING STUDENTS PERFORMING AS "THE BARDLINGS" AT VARIOUS VENUES. EDUATIONAL MATERIALS DEVELOPED FOR TEACHERS.

Program 3

Expenses: $0 Revenue: $0

n/a

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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 $415,928

Program Service Revenue $10,100

Investment Income $134

Other Revenue $0

TOTAL REVENUE $426,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,501

Fundraising Expenses $35,100

Program Expenses $202,241

Other Expenses $192,713

TOTAL EXPENSES $428,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,162	$269,432	+0.6%
Expenses	$428,214	$264,621	+0.6%
Net Income	$-2,052	$4,811	-1.4%

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

N/A

Volunteers

120

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

$40,722

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BIANCA MONTAGUE	EXECUTIVE DIRECTOR	40	Key Emp Highest	$40,722	$0	$40,722
CHIP CHALMERS	Member at large	2	Director	$0	$0	$0
SCOTT CARSWELL	Member at Large	2	Director	$0	$0	$0
Randi Atwood	Member at Large	2	Director	$0	$0	$0
Tahirih Lee	Member at large	2	Director	$0	$0	$0
Janet Chernoff	Member at large	2	Director	$0	$0	$0
Carter Nelson	Student Board Member	2	Director	$0	$0	$0
Coman Leonard	Member at large	2	Director	$0	$0	$0
SUSAN STEPHENS	VICE CHAIR	2	Officer	$0	$0	$0
CURT BLAIR	Treasurer	2	Officer	$0	$0	$0
BURT MITCHELL	SECRETARY	2	Officer	$0	$0	$0
Kim Newman	Chair	2	Officer	$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	$426,162	$428,214	$98,362	$-2,052
2024	$269,432	$264,621	$68,396	$4,811
2023	$244,402	$347,130	$41,053	$-102,728
2022	$359,244	$289,955	$117,500	$69,289
2021	$213,752	$208,841	$66,279	$4,911