HEART OF AMERICA SHAKESPEARE FESTIVAL

EIN: 431583401 501(c)(3) Arts, Culture & Humanities

KANSAS CITY, MO

Total Revenue
$1,089,224
Total Expenses
$1,034,255
Total Assets
$1,521,397
Net Assets
$1,451,208
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
MO
Principal Officer
SIDONIE GARRETT
Phone
8165317728
Tax Period
2023-10-01 to 2024-09-30

HEART OF AMERICA SHAKESPEARE FESTIVAL, founded in 1991, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.0M left a modest 5% surplus.

Mission

TO MAKE THE WORKS OF SHAKESPEARE AND SHAKESPEARE-INSPIRED WORKSACCESSIBLE TO A DIVERSE AUDIENCE THROUGH A FREE, PROFESSIONAL, OUTDOORFESTIVAL, AND ADDITIONAL FREE AND PAID PERFORMANCES AND EDUCATIONALPROGRAMS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $853,947
Program Service Revenue $181,214
Investment Income $47,860
Other Revenue $6,203
TOTAL REVENUE $1,089,224

Expense Breakdown

Grants Paid $7,734
Salaries & Benefits $543,367
Fundraising Expenses $97,305
Program Expenses $779,567
Other Expenses $483,154
TOTAL EXPENSES $1,034,255

Year-over-Year Comparison

2023 2022 Change
Revenue $1,089,224 $1,042,644 +0.0%
Expenses $1,034,255 $977,800 +0.1%
Net Income $54,969 $64,844 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
26
Independent Members
26
Employees
81
Volunteers
129

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
8
$115,018
Total Directors
27
$115,018
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SIDONIE GARRETT EXECUTIVE ARTISTIC DIRECTOR 45.00
Officer Director
$96,088 $18,930 $115,018
GABE EGLI CO-PRESIDENT 1.00
Officer Director
$0 $0 $0
CHRISTOPHER GRAMLING CO-PRESIDENT 1.00
Officer Director
$0 $0 $0
WADE KERRIGAN SECRETARY 1.00
Officer Director
$0 $0 $0
SCOTT ASHCRAFT MD V.P. OPERATIONS 0.50
Officer Director
$0 $0 $0
LISA WENDELBURG V.P. EDUCATION 0.50
Officer Director
$0 $0 $0
ALLAN S GRAY II V.P.COMMUNITY ENGAGEMENT 0.50
Officer Director
$0 $0 $0
CHRIS BANNISTER TREASURER 2.00
Officer Director
$0 $0 $0
BEVERLY ELVING IMMEDIATE PAST PRESIDENT 0.50
Director
$0 $0 $0
BILL YE PAST PRESIDENT 0.50
Director
$0 $0 $0
TJ LYNN PAST PRESIDENT 0.50
Director
$0 $0 $0
PATRICIA DAVISON PAST PRESIDENT 1.00
Director
$0 $0 $0
LINDA WORD PAST PRESIDENT 0.50
Director
$0 $0 $0
DAN BUKOVAC PAST PRESIDENT 0.50
Director
$0 $0 $0
SHIRLEY BUSH HELZBERG PAST PRESIDENT 0.50
Director
$0 $0 $0
R CROSBY KEMPER III PAST PRESIDENT 0.50
Director
$0 $0 $0
MICHAEL ABRAMS DIRECTOR 0.50
Director
$0 $0 $0
BERNIE ASHCRAFT DIRECTOR 0.50
Director
$0 $0 $0
BARBARA BLOCH DIRECTOR 0.50
Director
$0 $0 $0
JESSICA CHANOS DIRECTOR 0.50
Director
$0 $0 $0
DEANNA DIEBOLT DIRECTOR 0.50
Director
$0 $0 $0
PAUL GUTIERREZ DIRECTOR 0.50
Director
$0 $0 $0
KAREN HOLLAND DIRECTOR 0.50
Director
$0 $0 $0
PAT KONOPKA DIRECTOR 0.50
Director
$0 $0 $0
TOM MENTZER DIRECTOR 0.50
Director
$0 $0 $0
JOHNATHAN STATON DIRECTOR 0.50
Director
$0 $0 $0
JASON WALDRON DIRECTOR 0.50
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 $1,089,224 $1,034,255 $1,521,397 $54,969
2023 $1,042,644 $977,800 $1,339,464 $64,844
2022 $1,126,486 $945,343 $1,170,520 $181,143
2021 $698,736 $569,438 $1,119,658 $129,298
2020 $626,802 $419,135 $937,037 $207,667
2019 $992,335 $935,352 $781,033 $56,983
2018 $1,031,155 $911,808 $635,915 $119,347
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