Shakespeare Oxford Society
Nonprofit profile at a glance
- EIN
- 136105314
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- Auburndale, MA, USA
- Phone
- 6172449825
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $149,697
- Expenses
- $144,769
- Assets
- $306,812
- Liabilities
- $12,207
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Earl Showerman (President and Trustees)
- Tom Woosnam (Vice President and Trustee)
People named in this filing
- Earl Showerman (President and Trustees)
- Tom Woosnam (Vice President and Trustee)
- Richard Foulke (Treasurer and Trustee)
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
Education & Research
What it reported doing in 2024
Publication of Annual Journal of Research Articles -The Oxfordian, Quarterly Newsletter - The Shakespeare Oxford Fellowship Newsletter, and books covering Shakespeare authorship issues. Persons benefited - 500+
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 98% 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.9%; rating input score 91
- Program expense ratio: 93.7%; rating input score 94
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.3%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 2.12; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 32; 32nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 16.4% per year; rating input score 100; 72nd percentile among comparable filings
- Revenue growth: 18.7% per year; rating input score 100; 82nd percentile among comparable filings
- Asset growth: 7.5% per year; rating input score 100; 53rd percentile among comparable filings
Details
- Where the money goes: 90.9% of revenue deployed · 93.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $136K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2020 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.
- Moderate — Sustainability: Operating margin scored 43/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 32/100.