SWEET TEA SHAKESPEARE INC (EIN 823281708) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

JESSIE WISE

Phone

9104204383

Tax Period

2024-07-01 to 2025-06-30

SWEET TEA SHAKESPEARE INC, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 38% operating margin.

Mission

SWEET TEA SHAKESPEARE GATHERS A DIVERSE COMMUNITY AROUND A COMMON TABLE TO DELIGHT IN THE MAGIC OF STORY, SONG, AND STAGECRAFT. SWEET TEA SHAKESPEARE IS A 501(C)3 NONPROFIT THEATRE COMPANY AND TRAINING GROUND INSPIRED BY SHAKESPEARE AND THE EARLY MODERN PERIOD IN ITS SPIRIT AND OPERATIONS. WE ARE BASED IN FAYETTEVILLE AND RALEIGH, NORTH CAROLINA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $83,691

Program Service Revenue $52,549

Investment Income $0

Other Revenue $0

TOTAL REVENUE $136,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,873

Fundraising Expenses $0

Program Expenses $39,434

Other Expenses $34,014

TOTAL EXPENSES $83,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,240	$173,184	-0.2%
Expenses	$83,887	$104,556	-0.2%
Net Income	$52,353	$68,628	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAJ ALLEN	MEMBER AT LA	1.00	Director	$0	$0	$0
ALENA BOROSA	MEMBER AT LA	1.00	Director	$0	$0	$0
KELCEY DUDLEY	TREASURER	1.00	Officer Director	$0	$0	$0
BETH HESS	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEXIS ROBINSON	PRESIDENT	1.00	Director	$0	$0	$0
RACHAEL SANTILLAN	SECRETARY	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
2025	$136,240	$83,887	$10,122	$52,353
2024	$173,184	$104,556	$8,973	$68,628
2023	$210,804	$99,160	$11,154	$111,644

SWEET TEA SHAKESPEARE INC