SHAKESPEARE-SAN FRANCISCO (EIN 942867269) - Form 990 Financial Analysis & Trantor Score

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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

Legal Domicile

Phone

4155580888

Tax Period

2024-01-01 to 2024-12-31

SHAKESPEARE-SAN FRANCISCO is a small nonprofit that reported $991K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 43% operating deficit.

Mission

SAN FRANCISCO SHAKESPEARE'S MISSION ISTO MAKE THE WORDS AND THEMES OF SHAKESPEARE ACCESSIBLE TO EVERYONE, REGARDLESS OFAGE, ETHNICITY, FINANCIAL STATUS, OR LEVEL OF EDUCATION.

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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 $764,124

Program Service Revenue $226,939

Investment Income $0

Other Revenue $0

TOTAL REVENUE $991,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,029,328

Fundraising Expenses $145,366

Program Expenses $1,211,416

Other Expenses $387,563

TOTAL EXPENSES $1,416,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$991,063	$1,214,109	-0.2%
Expenses	$1,416,891	$1,614,156	-0.1%
Net Income	$-425,828	$-400,047	+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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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

104

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
Cynthia Francis	Director	2.00	Director	$0	$0	$0
Aaron Kabaker	Co-vice Chair	2.00	Officer Director	$0	$0	$0
Michael Wong	Secretary	2.00	Officer Director	$0	$0	$0
Raymond Kutz	Board CFO	2.00	Officer Director	$0	$0	$0
Jessica Dim	Director	2.00	Director	$0	$0	$0
Meghan Freebeck	Director	2.00	Director	$0	$0	$0
Roshni Jain	Co-vice Chair	2.00	Officer Director	$0	$0	$0
Raymond Buddie	Director	2.00	Director	$0	$0	$0
James Babcock	Director	2.00	Director	$0	$0	$0
Alexandra Hamilton	Director	2.00	Director	$0	$0	$0
Gorkem Ozbek	Co-vice Chair	2.00	Officer Director	$0	$0	$0
Jonathan Palley	Director	2.00	Director	$0	$0	$0
Adam Lashinsky	Director	2.00	Director	$0	$0	$0
Daniel Rabinowitz	Director	2.00	Director	$0	$0	$0
Toby Leavitt	Executive Dir.	40.00	Officer	$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	$991,063	$1,416,891	$440,084	$-425,828
2023	$1,214,109	$1,614,156	$841,472	$-400,047
2022	$1,843,321	$1,503,476	$1,196,308	$339,845
2021	$1,161,523	$1,333,632	$587,558	$-172,109
2020	$1,166,371	$1,243,123	$871,476	$-76,752
2019	$1,182,723	$1,449,209	$661,861	$-266,486
2018	$1,911,653	$1,387,910	$939,511	$523,743

SHAKESPEARE-SAN FRANCISCO