SHAKESPEARE ASSOCIATION OF AMERICA (EIN 576057362) - 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

1972

Legal Domicile

Principal Officer

KAREN RABER

Phone

6629152477

Tax Period

2024-01-01 to 2024-12-31

SHAKESPEARE ASSOCIATION OF AMERICA, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $456K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 17% operating margin.

Mission

FURTHER POSTDOCTORAL STUDY OF SHAKESPEARE

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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 $228,617

Program Service Revenue $137,515

Investment Income $89,462

Other Revenue $0

TOTAL REVENUE $455,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,000

Fundraising Expenses $0

Program Expenses $318,578

Other Expenses $342,142

TOTAL EXPENSES $377,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,594	$335,168	+0.4%
Expenses	$377,142	$379,292	0.0%
Net Income	$78,452	$-44,124	-2.8%

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

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

$35,724

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BROKAW	TRUSTEE	1.00	Director	$0	$0	$0
VANESSA I CORREDERA	TRUSTEE	1.00	Director	$0	$0	$0
DREW DANIEL	TRUSTEE	1.00	Director	$0	$0	$0
JANE DEGENHARDT	TRUSTEE	1.00	Director	$0	$0	$0
URVASHI CHAKRAVARTY	TRUSTEE	1.00	Director	$0	$0	$0
SIMONE CHESS	TRUSTEE	1.00	Director	$0	$0	$0
WENDY BETH HYMAN	TRUSTEE	1.00	Director	$0	$0	$0
VIN NARDIZZ	TRUSTEE	1.00	Director	$0	$0	$0
MELODY FETSKE	TREASURER	1.00	Officer Director	$0	$0	$0
IAN SMITH	IMMEDIATE PAST-PRES	1.00	Officer	$0	$0	$0
RUBEN ESPINOSA	PRESIDENT	1.00	Officer	$0	$0	$0
KAREN RABER	EXECUTIVE DIRECTOR	20.00	Officer	$35,724	$0	$35,724

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	$455,594	$377,142	$1,460,896	$78,452
2023	$335,168	$379,292	$1,262,592	$-44,124
2022	$324,289	$367,979	$1,138,779	$-43,690
2021	$238,090	$151,737	$1,408,458	$86,353
2020	$216,585	$147,971	$1,157,761	$68,614
2019	$400,256	$358,075	$961,496	$42,181
2018	$347,454	$392,836	$769,113	$-45,382

SHAKESPEARE ASSOCIATION OF AMERICA