ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST (EIN 636183677) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

JAMES K LOWDER

Phone

3342715300

Tax Period

2023-10-01 to 2024-09-30

ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST, founded in 1993, is a community nonprofit in the Recreation & Sports sector that reported $1.5M in total revenue in fiscal year 2017. Revenue surged 135% from the prior year, signaling strong growth momentum. Expenses of $2.2M exceeded revenue, resulting in a 51% operating deficit.

Mission

THE ENDOWMENT TRUST IS CREATED EXCLUSIVELY FOR THE CHARITABLE, LITERARY, AND EDUCATIONAL PURPOSES OF THE ALABAMA SHAKESPEARE FESTIVAL, INC., A NON-PROFIT ORGANIZATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $662,896

Program Service Revenue $0

Investment Income $822,516

Other Revenue $0

TOTAL REVENUE $1,485,412

Expense Breakdown

Grants Paid $635,183

Salaries & Benefits $0

Fundraising Expenses $38,222

Program Expenses $1,208,514

Other Expenses $866,825

TOTAL EXPENSES $1,502,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,485,412	$1,093,701	+0.4%
Expenses	$1,502,008	$2,640,643	-0.4%
Net Income	$-16,596	$-1,546,942	-1.0%

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

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
ROBERT BIRMINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
DAN HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
DR LAURIE JEAN WEIL	TRUSTEE	1.00	Director	$0	$0	$0
EUGENE STANALAND	TRUSTEE	1.00	Director	$0	$0	$0
JAMES K LOWDER	TRUSTEE - CHAIRMAN	1.00	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
2024	$1,485,412	$1,502,008	$56,602,438	$-16,596
2023	$1,093,701	$2,640,643	$54,482,654	$-1,546,942
2022	$4,762,114	$1,379,710	$54,812,802	$3,382,404
2021	$702,964	$1,353,642	$55,944,765	$-650,678
2020	$1,912,027	$1,187,116	$55,462,871	$724,911
2019	$2,551,036	$1,478,824	$54,781,211	$1,072,212
2018	$1,450,818	$2,191,722	$54,250,256	$-740,904

ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST