Oregon Shakespeare Festival Endowment Fund
Nonprofit profile at a glance
- EIN
- 936041618
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Ashland, OR, USA
- Phone
- 5414822111
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $5,601,859
- Expenses
- $4,459,994
- Assets
- $31,833,723
- Liabilities
- $441,399
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- ROYAL STANDLEY (PRESIDENT)
- JAVIER DUBON (OSF INTERIM EXECUTIVE DIRECTOR)
- GABRIELLA CALICCHIO THROUGH 062025 (EXECUTIVE DIRECTOR)
Highest reported compensation
- TIM BOND (OSF ARTISTIC DIRECTOR): $338,293 total reported compensation
- KAMILAH LONG THROUGH 012025 (OSF CHIEF DEVELOPMENT OFFICER): $211,110 total reported compensation
- ARIANA SPIEGLER (OSF FINANCE DIRECTOR): $187,584 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide support for the Oregon shakespeare festival association, a publicly-supported 501(c)(3) organization.
What it reported doing in 2024
Support for the Oregon shakespeare festival association: the endowment fund exists to invest certain assets for the benefit of the Oregon shakespeare festival association, a separate 501(c)(3) organization. The fund receives contributions for this purpose, including donor restricted gifts, invests these contributions utilizing professional advice and modern portfolio management techniques, including a diversified asset allocation, and annually distributes to the festival between 4% and 7% of its assets, calculated on the basis of a moving average of recent asset balances. Designed to supplement but not supplant the operating revenues of the festival. (continued on sch o)through its sustaining support, the endowment fund helps provide long-term fiscal viability to the festival, thus enabling the festival to continue to pursue excellence in presenting live theatre to audiences with racial, socio-economic and generational diversity.
Operating model
- Revenue model
- Donor-supported. 76% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 71
- Accountability: 91
- Sustainability: 81
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 96.6%; rating input score 97
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 20.4%; rating input score 77; 77th percentile among comparable filings
- Total-asset coverage ratio: 7.14; rating input score 88; 88th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 83; 83rd percentile among comparable filings
- Officer compensation ratio: 1.9%; rating input score 76; 76th percentile among comparable filings
Growth
- Program expense growth: 8.4% per year; rating input score 100; 58th percentile among comparable filings
- Revenue growth: 6.7% per year; rating input score 100; 52nd percentile among comparable filings
- Asset growth: 0.4% per year; rating input score 100; 14th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 96.6% of spending went to programs
- Governance: 6 of 6 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $4.3M in reported program spending
- Leadership: top reported pay $338K · 12 people listed · 0 of 6 pay-setting controls reported
- Consistency: 19 of 19 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.