Santa Clarita Shakespeare Festival
Nonprofit profile at a glance
- EIN
- 271997487
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2019
- Location
- Santa Clarita, CA, USA
- Phone
- 6612409004
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Theater
Reported finances
- Revenue
- $68,915
- Expenses
- $60,000
- Assets
- $30,348
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- David Stears (President and Executive Director)
People named in this filing
- MichaelFracassi (Chairman & Treasurer)
- David Stears (President and Executive Director)
- Diana Jellinek (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
This organization is organized for the purposes of producing a festival of theatre, music, cultural events, and educational activities in the Northern Los Angeles Country area, participating in the creation and operation of a permanent space for the festival activities, and presenting year-round educational programs for area students and the community at large
What it reported doing in 2024
Presented FREE SHAKESPEARE production of Measure for Measure, directed by Courtney Selan, performed at Curtain Call Theatre in Canyon Country
Operating model
- Revenue model
- Donor-supported. 63% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 15
- Transparency & Controls: 100
- Sustainability: 54
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 14.4%; rating input score 14
- Program expense ratio: 16.6%; rating input score 17
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 12.9%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 0.51; rating input score 30; 30th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -16.7% per year; rating input score 0; 20th percentile among comparable filings
- Revenue growth: 7.5% per year; rating input score 100; 77th percentile among comparable filings
- Asset growth: 22.2% per year; rating input score 100; 87th percentile among comparable filings
Details
- Where the money goes: 14.4% of revenue deployed · 16.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $10K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2014 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 14/100.
- High — Financial Efficiency: Program expense ratio scored 17/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.