ST LOUIS SHAKESPEARE FESTIVAL (EIN 431815139) - 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

1998

Legal Domicile

Principal Officer

THOMAS RIDGELY

Phone

3145319800

Tax Period

2023-10-01 to 2024-09-30

ST LOUIS SHAKESPEARE FESTIVAL, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $501K, a strong 18% operating margin.

Mission

FOSTERING COMMUNITY AND JOY ACROSS THE ST. LOUIS REGION THROUGH THE SHAKESPEAREAN TRADITION OF ART FOR ALL.

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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 $2,445,594

Program Service Revenue $201,737

Investment Income $3,651

Other Revenue $83,193

TOTAL REVENUE $2,734,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,402,240

Fundraising Expenses $250,358

Program Expenses $1,603,921

Other Expenses $831,277

TOTAL EXPENSES $2,233,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,734,175	$1,714,243	+0.6%
Expenses	$2,233,517	$2,006,332	+0.1%
Net Income	$500,658	$-292,089	-2.7%

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

128

Volunteers

N/A

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

$127,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HAYDEN	CHAIR	5.00	Officer Director	$0	$0	$0
HENRY S WEBBER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
VANESSA OKWURAIWE	TREASURER	5.00	Officer Director	$0	$0	$0
GERALD P GREIMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
MONICA J ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MEREDITH BOGGESS	BOARD MEMBER	2.00	Director	$0	$0	$0
STACY CLAY	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISON FERRING	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACIE GREGORY GOFFE	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSICA L HOLZER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOEL S ISKIWITCH	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIK KARANIK	BOARD MEMBER	2.00	Director	$0	$0	$0
RUTH LEDERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOANNE LEVY	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDRA R MESKER	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLA MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY MORGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS F SCHLAFLY	BOARD MEMBER	2.00	Director	$0	$0	$0
DR SHERMAN SILBER	BOARD MEMBER	2.00	Director	$0	$0	$0
HENRY WARSHAW	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL WEISBROD	BOARD MEMBER	2.00	Director	$0	$0	$0
ODESTER MORAIS-SAUNDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM RIDGELY	PRODUCING ARTISTIC DIRECTOR	40.00	Officer	$127,000	$101	$127,101

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	$2,734,175	$2,233,517	$2,019,104	$500,658
2023	$1,714,243	$2,006,332	$1,579,435	$-292,089
2022	$2,127,315	$1,855,054	$1,396,238	$272,261
2021	$2,025,767	$1,980,751	$965,501	$45,016
2020	$1,148,329	$1,194,632	$909,280	$-46,303
2018	$1,777,248	$1,527,612	$1,293,422	$249,636

ST LOUIS SHAKESPEARE FESTIVAL