Oregon Shakespeare Festival Association
- Assets
- $57.2m
- Revenue
- $18.7m
- Investments
- $0.0
- Employees
- 398
- Location
- Ashland, OR
- Founding
- 06/1939
- Data as of
- 10/2021
- EIN
- 93-0407022
Organization Overview
Oregon Shakespeare Festival Association is located in Ashland, OR. The organization was established in 1939. According to its NTEE Classification (A65) the organization is classified as: Theater, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 10/2021, Oregon Shakespeare Festival Association employed 398 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oregon Shakespeare Festival Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 10/2021, Oregon Shakespeare Festival Association generated $18.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (11.5%) each year. All expenses for the organization totaled $19.1m during the year ending 10/2021. As we would expect to see with falling revenues, expenses have declined by (10.9%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Oregon Shakespeare Festival Association has awarded 15 individual grants totaling $242,580. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS.
Describe the Organization's Program Activity:
PLAYS: AFTER THE COVID-19 PANDEMIC SHUTDOWN OF THEATRES IN 2020, OSF WELCOMED BACK IN-PERSON AUDIENCES WITH CHERYL L. WEST'S FANNIE: THE MUSIC AND LIFE OF FANNIE LOU HAMER, STAGED IN THE OSF'S OUTDOOR ALLEN ELIZABETHAN THEATRE. OSF UNDERTOOK THE PRODUCTION OF ITS FIRST HOLIDAY SHOW, WHICH WAS OPENED TO IN-PERSON AUDIENCES IN THE BOWMER THEATRE IN NOVEMBER AND DECEMBER OF 2021. OSF'S DIGITAL PLATFORM, O!, HAS OFFICIALLY BECOME OSF'S FOURTH STAGE, KEEPING ARTISTS AND AUDIENCES CONNECTED THROUGH EXTENSIVE PROGRAMMING THAT INCLUDED SIX STREAMING PRODUCTIONS FROM OSF ARCHIVES ALONGSIDE ORIGINAL WORKS --SUCH AS THE OSCAR-ELIGIBLE SHORT FILM ASH LAND, SHAKESPEARE QUIZSHO!,AND WOMB, A CURATED SERIES OF/BY QUEER BIPOC ARTISTS, AND VISUAL SOVEREIGNTY PROJECT. FUTURE DIGITAL PROJECTS INCLUDE (CONTINUED ON SCH O)AN EPISODIC PRODUCTION INSPIRED BY SHAKESPEARE'S CYMBELINE; QUILLS FEST,OUR FIRST EVER DIGITAL FESTIVAL THAT MIXES LIVE PERFORMANCE AND VIRTUAL AND ALTERNATE REALITY IMMERSIVE WORK;AND NUMEROUS OTHER COLLABORATIONS WITH OTHER ORGANIZATIONS AND ARTISTS STILL IN THE EARLY STAGES OF PLANNING AND DEVELOPMENT.SINCE THE PLATFORM WAS LAUNCHED, VIEWERSHIP ON O! HAS CONSISTENTLY GROWN, WITH 230 OFFERINGS REACHING AS HIGH AS 10,000 WEEKLY VIEWS FROM MORE THAN 50 COUNTRIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nataki Myers Artistic Director | Officer | 50 | $318,269 |
Janet Morgan Interim Director Of Equity | 45 | $150,113 | |
Paula Muncaster Walker Director Of Mktg & Communications | 45 | $138,453 | |
Alys Holden Director Of Production | 45 | $136,050 | |
Dawn Elsbree Interim Dir Of Giving & Development | 45 | $127,797 | |
Theodore Delong General Manager | 45 | $124,322 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cds A Rr Donnelley Company Marketing Materials | 10/30/21 | $110,173 |
Christine Watson Finance Consulting | 10/30/21 | $245,050 |
Dcm Inc Telemarketing | 10/30/21 | $218,712 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $481,298 |
| Related organizations | $2,224,836 |
| Government grants | $7,587,820 |
| All other contributions, gifts, grants, and similar amounts not included above | $7,475,041 |
| Noncash contributions included in lines 1a–1f | $244,047 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $17,768,995 |
| Total Program Service Revenue | $555,301 |
| Investment income | $7,600 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $1,266 |
| Net Rental Income | $177,059 |
| Net Gain/Loss on Asset Sales | -$21,635 |
| Net Income from Fundraising Events | -$62,653 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $18,740,778 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $34,930 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $930,927 |
| Compensation of current officers, directors, key employees. | $411,136 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,116,739 |
| Pension plan accruals and contributions | $24,966 |
| Other employee benefits | $1,999,316 |
| Payroll taxes | $324,632 |
| Fees for services: Management | $485,573 |
| Fees for services: Legal | $70,706 |
| Fees for services: Accounting | $64,605 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $261,316 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $536,335 |
| Advertising and promotion | $218,311 |
| Office expenses | $783,222 |
| Information technology | $290,083 |
| Royalties | $71,099 |
| Occupancy | $509,878 |
| Travel | $149,693 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $181,339 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,944,720 |
| Insurance | $135,709 |
| All other expenses | $0 |
| Total functional expenses | $19,137,606 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,534,518 |
| Savings and temporary cash investments | $4,578,295 |
| Pledges and grants receivable | $4,705,021 |
| Accounts receivable, net | $252,939 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $122,431 |
| Prepaid expenses and deferred charges | $750,489 |
| Net Land, buildings, and equipment | $32,141,439 |
| Investments—publicly traded securities | $103,752 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $57,188,884 |
| Accounts payable and accrued expenses | $2,346,723 |
| Grants payable | $0 |
| Deferred revenue | $4,434,433 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $5,175,623 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,401,019 |
| Total liabilities | $19,357,798 |
| Net assets without donor restrictions | $34,589,094 |
| Net assets with donor restrictions | $3,241,992 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $57,188,884 |
Grants Awarded
Over the last fiscal year, Oregon Shakespeare Festival Association has awarded $34,930 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
PHOENIX-TALENT SCHOOL DISTRICT PURPOSE: FIRE RELIEF FOR FAMILIES OF 2020 ALMEDA FIRE | $17,465 |
Phoenix, OR PURPOSE: FIRE RELIEF FOR FAMILIES OF 2020 ALMEDA FIRE | $17,465 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Oregon Shakespeare Festival Association has recieved totaling $44,500.
| Awarding Organization | Amount |
|---|---|
Harvey And Leslie Wagner Foundation Incline Village, NV PURPOSE: GENERAL BUDGET | $15,000 |
Sharkey Foundation Ashland, OR PURPOSE: GENERAL FUND | $10,000 |
Goatee Foundation T-A Tr Brooklyn, OH PURPOSE: FUNDRAISING MATCH CHALLENGE | $10,000 |
Lamb-Baldwin Foundation Lake Oswego, OR PURPOSE: SCHOOL VISIT PARTNERSHIPS PROGRAM | $7,500 |
Zeve Family Foundation Inc Ashland, OR PURPOSE: HELP SUPPORT SHAKESPEARE FESTIVAL | $2,000 |
Endowment Analysis
| Beg. Balance | $31,072,455 |
| Earnings | $9,641,851 |
| Admin Expense | $94,584 |
| Net Contributions | $269,165 |
| Other Expense | $1,447,951 |
| Grants | $776,885 |
| Ending Balance | $38,664,051 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Conservatory Theatre Foundation San Francisco, CA | $52,882,749 | $20,975,914 |
5th Avenue Theatre Association Seattle, WA | $19,781,467 | $22,661,308 |
Oregon Shakespeare Festival Association Ashland, OR | $57,188,884 | $18,740,778 |
Old Globe Theatre San Diego, CA | $79,168,056 | $16,473,770 |
Geffen Playhouse Inc Los Angeles, CA | $33,029,635 | $21,063,113 |
Center Theatre Group Of Los Angeles Los Angeles, CA | $93,308,392 | $15,777,431 |
Theatre & Arts Foundation Of San Diego County La Jolla, CA | $96,134,792 | $15,790,250 |
Berkeley Repertory Theatre Berkeley, CA | $78,284,133 | $11,370,014 |
Theatreworks Silicon Valley Redwood City, CA | $8,373,819 | $8,187,041 |
South Coast Repertory Inc Costa Mesa, CA | $83,774,342 | $5,710,509 |
Seattle Repertory Theatre Seattle, WA | $11,018,492 | $11,241,562 |
Village Theatre Issaquah, WA | $23,494,101 | $8,767,180 |