SHAKESPEARE GLOBE CENTRE - USA INC (EIN 363136379) - 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

1981

Legal Domicile

Principal Officer

ALAN JONES

Phone

6462506540

Tax Period

2023-01-01 to 2023-12-31

SHAKESPEARE GLOBE CENTRE - USA INC, founded in 1981, is a small nonprofit that reported $187K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 16% operating margin.

Mission

SUPPORT OF EDUCATIONAL AND RESEARCH PROGRAMS AT THE SHAKESPEARE GLOBE TRUST.

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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 $185,333

Program Service Revenue $0

Investment Income $1,763

Other Revenue $0

TOTAL REVENUE $187,096

Expense Breakdown

Grants Paid $139,755

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,279

Other Expenses $18,166

TOTAL EXPENSES $157,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,096	$152,445	+0.2%
Expenses	$157,921	$132,707	+0.2%
Net Income	$29,175	$19,738	+0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN JONES	CHAIR	25.00	Officer Director	$0	$0	$0
MICHAEL S LEBOVITZ	SECRETARY	2.00	Officer Director	$0	$0	$0
RAPHAEL ROESLER	TREASURER	2.00	Officer Director	$0	$0	$0
STELLA KANU	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE WEISS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY CROMACK	DIRECTOR	1.00	Director	$0	$0	$0
AMY KLIGER	DIRECTOR	1.00	Director	$0	$0	$0
MIA MONAE	DIRECTOR	1.00	Director	$0	$0	$0
EMMA STENNING	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH MARCELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS UZELAC	DIRECTOR	1.00	Director	$0	$0	$0
ED WINTERS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOFFMAN	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$187,096	$157,921	$100,883	$29,175
2022	$152,445	$132,707	$80,708	$19,738
2021	$158,136	$377,849	$62,511	$-219,713
2020	$307,360	$315,186	$302,224	$-7,826
2019	$262,220	$362,096	$306,090	$-99,876
2018	$135,730	$322,810	$392,666	$-187,080

SHAKESPEARE GLOBE CENTRE - USA INC