OREGON SHAKESPEARE FESTIVAL ASSOCI… - Form 990 Financial Data

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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

1935

Legal Domicile

Principal Officer

JAVIER DUBON

Phone

5414822111

Tax Period

2023-11-01 to 2024-10-31

OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC, founded in 1935, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $32.7M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $23,052,108 Revenue: $11,310,404

THE 2024 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED A RETURN TO A FULL REPERTORY SLATE FOR THE FIRST TIME SINCE THE COVID-19 PANDEMIC, WITH TEN PRODUCTIONS ACROSS THREE THEATRES: MACBETH BY...

THE 2024 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED A RETURN TO A FULL REPERTORY SLATE FOR THE FIRST TIME SINCE THE COVID-19 PANDEMIC, WITH TEN PRODUCTIONS ACROSS THREE THEATRES: MACBETH BY WILLIAM SHAKESPEARE, DIRECTED BY EVREN ODCIKIN; BORN WITH TEETH BY LIZ DUFFY ADAMS, DIRECTED BY ROB MELROSE; MUCH ADO ABOUT NOTHING BY WILLIAM SHAKESPEARE, DIRECTED BY MIRIAM A. LAUBE; JANE EYRE, ADAPTED BY ELIZABETH WILLIAMSON FROM THE NOVEL BY CHARLOTTE BRONT, DIRECTED BY DAWN MONIQUE WILLIAMS; SHAKESPEARE AND THE ALCHEMY OF GENDER BY LISA WOLPE, DIRECTED BY LAURIE WOOLERY; SMOTE THIS, A COMEDY ABOUT GOD AND OTHER SERIOUS $H*T BY RODNEY GARDINER, DIRECTED BY RAZ GOLDEN; VIRGINS TO VILLAINS: MY JOURNEY WITH SHAKESPEARE'S WOMEN BY ROBIN GOODRIN NORDLI, DIRECTED BY PENNY METROPULOS; LIZARD BOY, BOOK, MUSIC, AND LYRICS BY JUSTIN HUERTAS, DIRECTED BY BRANDON IVIE; CORIOLANUS BY WILLIAM SHAKESPEARE, DIRECTED BY ROSA JOSHI; AND BEHFARMAHEEN (IF YOU PLEASE) BY BARZIN AKHAVAN, DIRECTED BY DESDEMONA CHIANG. THE SEASON ALSO SAW THE RETURN OF THE FAIR (FELLOWSHIPS, ASSISTANTSHIPS, INTERNSHIPS, AND RESIDENCIES) PROGRAM, WHICH SUPPORTS THE DEVELOPMENT OF THE NEXT GENERATION OF THEATRE ARTISTS AND ADMINISTRATORS. OSF ALSO REVIVED ITS ACCLAIMED SCHOOL VISIT PROGRAM, WHICH SERVED 50 SCHOOLS AND REACHED NEARLY 21,000 STUDENTS ACROSS THE WEST COAST THROUGH PERFORMANCES OF SCENES FROM JULIUS CAESAR AND AS YOU LIKE IT, BRINGING SHAKESPEARE DIRECTLY TO STUDENTS AND COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,046,370

Program Service Revenue $11,421,195

Investment Income $588,084

Other Revenue $1,680,234

TOTAL REVENUE $32,735,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,783,893

Fundraising Expenses $2,226,560

Program Expenses $23,052,108

Other Expenses $13,464,576

TOTAL EXPENSES $35,461,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,735,883	$35,804,216	-0.1%
Expenses	$35,461,231	$36,240,262	0.0%
Net Income	$-2,725,348	$-436,046	+5.3%

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

406

Volunteers

275

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

$468,737

Total Directors

Key Employees

$555,388

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER HOKAMA	INTERIM EXECUTIVE DIRECTOR	50.00	Officer	$131,077	$0	$131,077
TIM BOND	ARTISTIC DIRECTOR	50.00	Officer	$89,417	$4,875	$94,292
ARIANA SPIEGLER	FINANCE DIRECTOR	50.00	Officer	$67,281	$5,119	$72,400
KAMILAH LONG	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$157,770	$13,198	$170,968
ANYANIA MUSE	MANAGING DIRECTOR OPERATIONS/IDEA	50.00	Key Emp	$259,858	$22,940	$282,798
ALYS HOLDEN	DIRECTOR OF PRODUCTION	45.00	Key Emp	$250,593	$21,997	$272,590
JAVIER DUBON	DIRECTOR OF MARKETING & COMMUNICATIONS	45.00	Highest	$125,502	$12,496	$137,998
SHIREE DYSON	ASSOCIATE MANAGING DIRECTOR IDEA	45.00	Highest	$110,585	$9,818	$120,403
SCOTT RESCH	ASSOCIATE DIRECTOR OF FACILITIES	45.00	Highest	$105,635	$11,981	$117,616
KARUS WALSCH	DIRECTOR OF AUDIENCE EXPERIENCE	45.00	Highest	$104,206	$18,533	$122,739
TARA KAYTON	ASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT	45.00	Highest	$101,431	$28,484	$129,915
DIANE YU	BOARD CHAIR/CO-CHAIR	2.00	Officer Director	$0	$0	$0
RUDD JOHNSON	BOARD MEMBER/CO-CHAIR	2.00	Officer Director	$0	$0	$0
MARY WILCOX	BOARD MEMBER/VICE CHAIR	2.00	Officer Director	$0	$0	$0
SACHTA CARD	VICE CHAIR/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
BOB SPELTZ	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEX SUTTON	TREASURER	2.00	Officer Director	$0	$0	$0
KELLY BULKELEY	BOARD MEMBER	2.00	Director	$0	$0	$0
SAMUEL DAKIN	BOARD MEMBER	2.00	Director	$0	$0	$0
TONY DRUMMOND	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVE HITZ	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLOTTE LIN	BOARD MEMBER	2.00	Director	$0	$0	$0
PERRY SIMON	BOARD MEMBER	2.00	Director	$0	$0	$0
OCTAVIO SOLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH CHOY	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY CUDDY	BOARD MEMBER	2.00	Director	$0	$0	$0
DUSTIN BUEHLER	BOARD MEMBER	2.00	Director	$0	$0	$0
DEE ANNE EVERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURIE GIBBS	BOARD MEMBER	2.00	Director	$0	$0	$0
DL RICHARDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY TAIT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTINE KEI GREEN-ROGERS	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT VAN BROCKLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
HECTOR TOBAR	BOARD MEMBER	2.00	Director	$0	$0	$0
DANNY SANTOS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE FAREWELL	BOARD MEMBER	2.00	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	$32,735,883	$35,461,231	$47,714,613	$-2,725,348
2023	$35,804,216	$36,240,262	$50,873,035	$-436,046
2022	$26,494,029	$37,060,580	$36,446,061	$-10,566,551
2021	$18,740,778	$19,137,606	$57,188,884	$-396,828
2020	$25,315,328	$24,413,175	$56,401,419	$902,153
2019	$45,273,626	$42,258,065	$49,936,943	$3,015,561
2018	$41,598,004	$41,418,899	$48,320,991	$179,105

OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC