KENTUCKY SHAKESPEARE INC

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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

1960

Legal Domicile

Principal Officer

MATT WALLACE

Phone

5025749900

Tax Period

2024-09-01 to 2025-08-31

KENTUCKY SHAKESPEARE INC, founded in 1960, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

GROUNDED IN THE WORKS OF SHAKESPEARE, WE ENRICH COMMUNITIES THROUGH ACCESSIBLE, INCLUSIVE, PROFESSIONAL THEATRE EXPERIENCES THAT EDUCATE, INSPIRE, AND ENTERTAIN DIVERSE AUDIENCES.

Program Service Accomplishments

Program 1

Expenses: $829,700 Revenue: $237,372

THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF KENTUCKY, KENTUCKY SHAKESPEARE, INC. IS A PROFESSIONAL THEATRE COMPANY PRODUCING A SEASON OF WILLIAM SHAKESPEARE PLAYS EACH SUMMER. KENTUCKY SHAKESPEARE FESTIVAL IN CENTRAL PARK IS THE LONGEST RUNNING FREE, NON-TICKETED SHAKESPEARE FESTIVAL IN THE UNITED STATES. OTHER PERFORMANCES BY KENTUCKY SHAKESPEARE, INC. INCLUDE SHAKESPEARE IN THE PARKS TOUR, SHAKESPEARE IN THE LIBRARIES TOUR, AND INDOOR PRODUCTIONS.

Program 2

Expenses: $515,496 Revenue: $357,565

THE ORGANIZATION OPERATES AN EDUCATIONAL OUTREACH PROGRAM OFFERED THROUGHOUT THE KENTUCKIANA AREA WITH PROGRAMS FOR SCHOOLS, ADULTS, VETERANS, AND VULNERABLE GROUPS WITHIN THE COMMUNITY. KENTUCKY...

THE ORGANIZATION OPERATES AN EDUCATIONAL OUTREACH PROGRAM OFFERED THROUGHOUT THE KENTUCKIANA AREA WITH PROGRAMS FOR SCHOOLS, ADULTS, VETERANS, AND VULNERABLE GROUPS WITHIN THE COMMUNITY. KENTUCKY SHAKESPEARE, INC. IS THE MOST COMPREHENSIVE IN-SCHOOL ARTS EDUCATION PROVIDER IN THE COMMONWEALTH OF KENTUCKY.

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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 $923,668

Program Service Revenue $588,373

Investment Income $0

Other Revenue $-501

TOTAL REVENUE $1,511,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $796,143

Fundraising Expenses $54,091

Program Expenses $1,345,196

Other Expenses $734,680

TOTAL EXPENSES $1,530,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,511,540	$1,372,700	+0.1%
Expenses	$1,530,823	$1,408,071	+0.1%
Net Income	$-19,283	$-35,371	-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

100

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

$124,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANYA BOND-BECKLEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KERRY WANG	DIRECTOR	1.00	Director	$0	$0	$0
LINCOLN SNYDER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD COMER	TREASURER	1.00	Officer Director	$0	$0	$0
EMILEE CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
JONESE FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
LASHONDRA HOOD	DIRECTOR	1.00	Director	$0	$0	$0
TRACY E K'MEYER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KUBIATOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PAULA LOCKHART	DIRECTOR	1.00	Director	$0	$0	$0
CHARLEY NOLD	DIRECTOR	1.00	Director	$0	$0	$0
JAVAN REED	DIRECTOR	1.00	Director	$0	$0	$0
JODI SMILEY	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
ALAN K MACDONALD	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA HOWLERDA	DIRECTOR	1.00	Director	$0	$0	$0
KAY MADRICK	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE JARBOE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SARA SMITH BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN GREENWALL CAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH A CHERRY	DIRECTOR	1.00	Director	$0	$0	$0
MCKENZIE GARY	DIRECTOR	1.00	Director	$0	$0	$0
CRAIGH SCHMITT	DIRECTOR	1.00	Director	$0	$0	$0
MATT WALLACE	PRODUCING ARTISTIC DIRECTOR	40.00	Officer	$109,769	$14,722	$124,491

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	$1,511,540	$1,530,823	$894,042	$-19,283
2024	$1,372,700	$1,408,071	$961,999	$-35,371
2023	$1,295,667	$1,412,862	$1,057,969	$-117,195
2022	$1,246,485	$1,338,511	$820,717	$-92,026
2021	$1,403,044	$1,142,883	$944,232	$260,161
2020	$837,347	$735,824	$717,012	$101,523
2019	$1,131,671	$1,008,793	$561,225	$122,878