NASHVILLE SHAKESPEARE FESTIVAL

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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

1988

Legal Domicile

Principal Officer

ROBERT MARIGZA-YEO

Phone

6152552273

Tax Period

2024-10-01 to 2025-09-30

NASHVILLE SHAKESPEARE FESTIVAL, founded in 1988, is a small nonprofit that reported $650K in total revenue in fiscal year 2024. Expenses of $750K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF THE NASHVILLE SHAKESPEARE FESTIVAL IS TO EDUCATE AND ENTERTAIN THE MID-SOUTH COMMUNITY THROUGH PROFESSIONAL THEATRICAL EXPERIENCES.

Program Service Accomplishments

Program 1

Expenses: $437,410 Revenue: $77,348

PROFESSIONAL THEATRICAL PRODUCTIONS FOR THE PUBLIC AND FOR SCHOOLS.WE PRODUCED A FIVE-WEEK FREE OUTDOOR PRODUCTION OF SHAKESPEARE'S "MERRY WIVES OF WINDSOR, AND A TWO-WEEK INDOOR PRODUCTION OF "PRIDE...

Program 2

Expenses: $72,811 Revenue: $9,767

EDUCATIONAL PERFORMANCES AND WORKSHOPS FOR SCHOOLS.WE PRODUCED EDUCATIONAL PERFORMANCES OF "MACBETH," WITH ACCOMPANYING IN-CLASSROOM WORKSHOPS, AS WELL AS RESIDENCIES AND OTHER IN-SCHOOL ENRICHMENT PROGRAMS, INCLUDING ONLINE PRODUCTIONS AVAILABLE FREE TO SCHOOLS. THESE PROGRAMS SERVED 2,683 PEOPLE.

Program 3

Expenses: $68,912 Revenue: $8,763

CLASSES AND OUTREACH FOR CHILDREN AND ADULTS.WE PROVIDED A VARIETY OF CAMPS, CLASSES, RESIDENCIES, ONLINE MATERIALS, AND COACHING, TEACHING ACTING, THEATRE SKILLS, AND OTHER ENRICHMENT TO AMATEURS...

CLASSES AND OUTREACH FOR CHILDREN AND ADULTS.WE PROVIDED A VARIETY OF CAMPS, CLASSES, RESIDENCIES, ONLINE MATERIALS, AND COACHING, TEACHING ACTING, THEATRE SKILLS, AND OTHER ENRICHMENT TO AMATEURS, PROFESSIONALS, AND THE GENERAL PUBLIC. THESE PROGRAMS SERVED 6,636 PEOPLE.

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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 $516,076

Program Service Revenue $92,407

Investment Income $4,552

Other Revenue $36,854

TOTAL REVENUE $649,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $518,714

Fundraising Expenses $88,471

Program Expenses $579,133

Other Expenses $231,238

TOTAL EXPENSES $749,952

Year-over-Year Comparison

	2024	2023	Change
Revenue	$649,889	$625,219	+0.0%
Expenses	$749,952	$819,034	-0.1%
Net Income	$-100,063	$-193,815	-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

Volunteers

200

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

$209,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON GLASSMEYER	PAST-CHAIR	1.00	Officer Director	$0	$0	$0
CHAR DENNIS	CHAIR	1.00	Officer Director	$0	$0	$0
HILARY DENNEN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LORI M CARVER-TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DONALD CAPPARELLA	FOUNDER & PAST CHAIR	1.00	Director	$0	$0	$0
DR JANE DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
EVAN J ESPEY	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEANINE GARNER	DIRECTOR	1.00	Director	$0	$0	$0
DR MARCIA A MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
SANDY ROCHELLE	DIRECTOR	1.00	Director	$0	$0	$0
NADIA MARIE ROUMANOS	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES STORY	DIRECTOR	1.00	Director	$0	$0	$0
BETSY TURNER	DIRECTOR	1.00	Director	$0	$0	$0
STUART WISTON	DIRECTOR	1.00	Director	$0	$0	$0
ALIZEH YUSUF	DIRECTOR	1.00	Director	$0	$0	$0
DR LEAH LOWE	DIRECTOR	1.00	Director	$0	$0	$0
MICAH BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
ABI HELVEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT PALMER	DIRECTOR	1.00	Director	$0	$0	$0
JULIO SALAZAR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MARIGZA-YEO	FINANCE & OPERATIONS DIRECTOR	40.00	Officer	$54,190	$0	$54,190
ISABEL TIPTON-KRISPIN	EXECUTIVE DIRECTOR	40.00	Officer	$77,785	$0	$77,785
JASON SPELBRING	ARTISTIC DIRECTOR	40.00	Officer	$77,500	$0	$77,500

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	$649,889	$749,952	$165,197	$-100,063
2024	$625,219	$819,034	$288,658	$-193,815
2023	$746,833	$747,500	$481,007	$-667
2022	$607,620	$719,532	$462,183	$-111,912
2021	$1,176,549	$716,187	$577,858	$460,362
2020	$631,765	$598,004	$146,915	$33,761
2019	$728,902	$748,085	$196,921	$-19,183
2018	$643,933	$616,488	$98,048	$27,445