ISLAND SHAKESPEARE FESTIVAL (EIN 463267929) - 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

2013

Legal Domicile

Principal Officer

ROXANNE SHEPHERD

Phone

3602093372

Tax Period

2023-01-01 to 2023-12-31

ISLAND SHAKESPEARE FESTIVAL, founded in 2013, is a small nonprofit in the Arts, Culture & Humanities sector that reported $307K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $435K exceeded revenue, resulting in a 42% operating deficit.

Mission

Igniting the power of accessible classical theatre to build empathy and connection. We envision community where our differences bring us together in celebration and curiosity. We envision the ripple effect this has toward cultural education and change. We believe theatre is a crucial catalyst toward an empathetic community, where everyone has access and everyone is welcome.

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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 $157,386

Program Service Revenue $105,409

Investment Income $13

Other Revenue $44,142

TOTAL REVENUE $306,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,060

Fundraising Expenses $15,642

Program Expenses $333,918

Other Expenses $126,170

TOTAL EXPENSES $435,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,950	$397,132	-0.2%
Expenses	$435,230	$384,492	+0.1%
Net Income	$-128,280	$12,640	-11.1%

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

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
MELANIE CURTRIGHT	Secretary	1.00	Director	$0	$0	$0
DEBORAH FISHER	Treasurer	20.00	Officer Director	$0	$0	$0
CHRISTINA BOOM	Director	1.00	Director	$0	$0	$0
CASSIDY PATNOE	Director	1.00	Officer Director	$0	$0	$0
ROXANNE SHEPHERD	Director	2.00	Officer Director	$0	$0	$0
BRYAN BJORNDAL	Director	1.00	Director	$0	$0	$0
ROBERT K SCOTT	President	25.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$306,950	$435,230	$19,202	$-128,280
2022	$397,132	$384,492	$120,683	$12,640
2021	$190,518	$222,280	$106,064	$-31,762
2020	$170,946	$134,581	$137,142	$36,365
2019	$253,464	$292,800	$53,942	$-39,336
2018	$261,217	$256,476	$96,720	$4,741

ISLAND SHAKESPEARE FESTIVAL