ALABAMA SHAKESPEARE FESTIVAL

EIN: 630652734 501(c)(3) Arts, Culture & Humanities

MONTGOMERY, AL

Total Revenue
$9,536,308
Total Expenses
$8,069,169
Total Assets
$10,541,810
Net Assets
$9,524,944
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
AL
Principal Officer
TODD SCHMIDT
Phone
3342715300
Tax Period
2023-10-01 to 2024-09-30

ALABAMA SHAKESPEARE FESTIVAL, founded in 1991, is a community nonprofit in the Arts, Culture & Humanities sector that reported $9.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 15% operating margin.

Mission

THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $6,364,180 Revenue: $1,976,811

ALABAMA SHAKESPEARE FESTIVAL OFFERED 8 PRODUCTIONS WITH 138 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO...

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ALABAMA SHAKESPEARE FESTIVAL OFFERED 8 PRODUCTIONS WITH 138 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,622,009
Program Service Revenue $1,719,435
Investment Income $3,400
Other Revenue $191,464
TOTAL REVENUE $9,536,308

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,751,200
Fundraising Expenses $402,171
Program Expenses $6,364,180
Other Expenses $3,317,969
TOTAL EXPENSES $8,069,169

Year-over-Year Comparison

2023 2022 Change
Revenue $9,536,308 $9,650,442 0.0%
Expenses $8,069,169 $8,056,089 +0.0%
Net Income $1,467,139 $1,594,353 -0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
47
Independent Members
47
Employees
222
Volunteers
47

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
6
$313,673
Total Directors
47
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AL HEAD BOARD MEMBER 1.00
Director
$0 $0 $0
ALEXANDER H CAROTHERS III SECRETARY 1.00
Officer Director
$0 $0 $0
BARRIE HARMON III BOARD MEMBER 1.00
Director
$0 $0 $0
BILLY LIVINGS BOARD MEMBER 1.00
Director
$0 $0 $0
BOB VARDAMAN BOARD MEMBER 1.00
Director
$0 $0 $0
CARL BARKER BOARD MEMBER 1.00
Director
$0 $0 $0
CARL STOCKTON BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL BALLARD BOARD MEMBER 1.00
Director
$0 $0 $0
CASSANDRA CROSBY BOARD MEMBER 1.00
Director
$0 $0 $0
CHUCK DILAURA BOARD MEMBER 1.00
Director
$0 $0 $0
EDWARD CROWELL BOARD MEMBER 1.00
Director
$0 $0 $0
EUGENE STANALAND TREASURER 1.00
Officer Director
$0 $0 $0
FATHER MANUEL WILLIAMS CR BOARD MEMBER 1.00
Director
$0 $0 $0
GALEN J THACKSTON BOARD MEMBER 1.00
Director
$0 $0 $0
GORDON G MARTIN BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES K LOWDER BOARD MEMBER 1.00
Director
$0 $0 $0
JANICE HAWKINS BOARD MEMBER 1.00
Director
$0 $0 $0
JEANIE HOLLOWAY BOARD MEMBER 1.00
Director
$0 $0 $0
JODY MCINNES BOARD MEMBER 1.00
Director
$0 $0 $0
KALONJI GILCHRIST BOARD MEMBER 1.00
Director
$0 $0 $0
KAY BLOUNT BOARD MEMBER 1.00
Director
$0 $0 $0
LAURIE JEAN WEIL BOARD MEMBER 1.00
Director
$0 $0 $0
LESLIE SANDERS BOARD MEMBER 1.00
Director
$0 $0 $0
LISA BLACH WEIL BOARD MEMBER 1.00
Director
$0 $0 $0
LISA TAYLOR BOARD MEMBER 1.00
Director
$0 $0 $0
MARK DIXON BOARD MEMBER 1.00
Director
$0 $0 $0
MARK P BUNTING BOARD MEMBER 1.00
Director
$0 $0 $0
MAYOR STEVEN REED BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL REILLY BOARD MEMBER 1.00
Director
$0 $0 $0
MILTON C DAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
NICHOLE THOMPSON BOARD MEMBER 1.00
Director
$0 $0 $0
PEGGY M MUSSAFER BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD STABLER VICE CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT BIRMINGHAM BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT BURNS BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH ANN ROSS BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH BEATTY BULLER BOARD MEMBER 1.00
Director
$0 $0 $0
THE HONORABLE SAMARRIA DUNSON BOARD MEMBER 1.00
Director
$0 $0 $0
THE HONORABLE VANZETTA MCPHERSON CHAIR 1.00
Officer Director
$0 $0 $0
THOMAS A BLOUNT BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS ALBRITTON BOARD MEMBER 1.00
Director
$0 $0 $0
TODD STRANGE BOARD MEMBER 1.00
Director
$0 $0 $0
TOMMIE STEWART BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC MACKEY BOARD MEMBER 1.00
Director
$0 $0 $0
CLAY MCINNIS BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT RUNKLE BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY LOWDER WOOTTEN BOARD MEMBER 1.00
Director
$0 $0 $0
RICK DILDINE ARTISTIC DIRECTOR 40.00
Officer
$93,591 $8,731 $102,322
TODD SCHMIDT EXECUTIVE DIRECTOR 40.00
Officer
$196,829 $14,522 $211,351
EVE LOEB DEVELOPMENT DIRECTOR 40.00
Highest
$133,594 $11,993 $145,587
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 $9,536,308 $8,069,169 $10,541,810 $1,467,139
2023 $9,650,442 $8,056,089 $9,172,475 $1,594,353
2022 $8,829,408 $7,842,196 $7,332,207 $987,212
2021 $3,904,984 $3,212,006 $8,144,651 $692,978
2020 $5,527,267 $5,693,978 $5,802,004 $-166,711
2019 $7,414,740 $7,660,519 $5,715,582 $-245,779
2018 $11,485,086 $8,048,095 $6,079,605 $3,436,991
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