SOUTHWEST SHAKESPEARE COMPANY 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

1994

Legal Domicile

Principal Officer

DAN CAMPBELL

Phone

6022950493

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST SHAKESPEARE COMPANY INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $466K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

THEATRE COMPANY TO EDUCATE AND ENTERTAIN THROUGH PERFORMANCES OF WORKS OF CLASSICAL THEATRE

Program Service Accomplishments

Program 1

Expenses: $84,149

STUDENTS WHO WILL BE ATTENDING OUR WEEKDAY STUDENT MATINEES WILL HAVE PRE- SHOW ORIENTATION WORKSHOPS IN THEIR CLASSROOMS TAUGHT BY ONE OF OUR TEACHING ARTISTS AND OFTEN ACCOMPANIED BY ONE OF THE...

STUDENTS WHO WILL BE ATTENDING OUR WEEKDAY STUDENT MATINEES WILL HAVE PRE- SHOW ORIENTATION WORKSHOPS IN THEIR CLASSROOMS TAUGHT BY ONE OF OUR TEACHING ARTISTS AND OFTEN ACCOMPANIED BY ONE OF THE SHOW'S ACTORS. ANOTHER TYPE OF WORKSHOP IS THE OPPORTUNITY TO DISCUSS THE PLAY WITH THE ACTORS AND DIRECTOR AFTER SEEING IT AT THE MESA ARTS CENTER ("MAC") OR "TALKBACKS". WE ALSO OFFER BACKSTAGE TOURS AFTER THE PERFORMANCE.PERIODICALLY, SPECIAL CUSTOMIZED WORKSHOPS NOT RELATING TO CURRENT SHOWS ARE ARRANGED ON A ONE- BY-ONE BASIS.

Program 2

Expenses: $82,277 Revenue: $50,300

ON THE SECOND SATURDAY OF EVERY MAIN STAGE SHAKESPEARE PRODUCTION, DR.SUSAN WILLIS, DRAMATURG OF THE ALABAMA SHAKESPEARE FESTIVAL AND PROFESSOR AT THE UNIVERSITY OF ALABAMA, TEACHES A DAYLONG SEMINAR ON THE PLAY WE ARE PRODUCING. THESE FUN AND INTERESTING SEMINARS ARE OPEN TO THE PUBLIC, FREE TO SEASON SUBSCRIBERS AND USUALLY FULL OF EDUCATORS WHO TAKE WHAT THEY LEARN BACK TO THEIR CLASSROOMS. MOST OF THEM EARN 10 RECERTIFICATION HOURS FROM THEIR RESPECTIVE SCHOOL DISTRICTS. THIS IS YET ANOTHER MEANS BY WHICH WE EDUCATE OUR PATRONS AND MAKE SHAKESPEARE MORE ACCESSIBLE.

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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 $308,046

Program Service Revenue $158,123

Investment Income $0

Other Revenue $0

TOTAL REVENUE $466,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,399

Fundraising Expenses $21,566

Program Expenses $304,018

Other Expenses $197,923

TOTAL EXPENSES $485,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$466,169	$590,665	-0.2%
Expenses	$485,322	$629,370	-0.2%
Net Income	$-19,153	$-38,705	-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

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
DAN CAMPBELL	TREASURER	1.73	Officer Director	$0	$0	$0
REBECCA DRIGGS	BOARD MEMBER	1.15	Officer Director	$0	$0	$0
MICHA ESPINOSA	BOARD MEMBER	0.77	Director	$0	$0	$0
CHARLES GOLDSTEIN	BOARD MEMBER	1.15	Officer Director	$0	$0	$0
DAVID IRA GOLDSTEIN	BOARD MEMBER	0.57	Director	$0	$0	$0
LAURIE GOLDSTEIN	PRESIDENT	2.31	Officer Director	$0	$0	$0
CLAUDE JACKSON	BOARD MEMBER	1.15	Director	$0	$0	$0
TIFFANY LOPEZ	BOARD MEMBER	0.77	Director	$0	$0	$0
CINDY ORNSTEIN	BOARD MEMBER	20.00	Director	$0	$0	$0
RAJ SIVANANTHAN	BOARD MEMBER	1.15	Director	$0	$0	$0
BILL WAY	BOARD MEMBER	1.73	Director	$0	$0	$0
MARY WAY	VICE PRESIDE	36.54	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	$466,169	$485,322	$25,915	$-19,153
2024	$590,665	$629,370	$73,027	$-38,705
2023	$518,796	$554,992	$90,412	$-36,196
2022	$540,529	$578,692	$209,572	$-38,163
2021	$279,029	$152,880	$244,876	$126,149
2020	$496,396	$547,999	$127,033	$-51,603
2019	$446,680	$522,629	$154,454	$-75,949