Shakespeare Theatre Association

Nonprofit profile at a glance

EIN
760393640
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Oxford, OH, USA
Phone
5135240001
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Theater

Official website

Reported finances

Revenue
$122,223
Expenses
$153,941
Assets
$184,977
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • PATRICK FLICK (EXECUTIVE DIRECTOR)
  • SCOTT JACKSON (PRESIDENT)
  • REBECCA GOODHEART (VICE PRESIDENT)

People named in this filing

  • AARON YOUNG (AT-LARGE)
  • GUY ROBERTS (AT-LARGE)
  • JASON KING JONES (AT-LARGE)

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

The shakespreare theatre association (sta) was established to provide a forum for the artistic, managerial, educational leadership for theatres primarily involved with the production of the works of william shakespeare; to discuss issues and methods of work, resources and information; and to act as an advocate for shakespearean productions and training.

What it reported doing in 2024

Sta is a 30 year-old member service organization (founded in 1991) that convenes annually to provide support and mentorship as well as share best practices with colleagues from within the united states and internationally. This annual conference is our main activity. Membership includes 131 organizational theaters, and 52 associate members representing diverse types of theatre (indoor, outdoor, year-round, seasonal, university-affiliated, free) with wide-ranging budgets ($25,000 to $60,000,000) and equity as well as non-equity companies. Sta's member organizations cover a vast diversity of audiences and staffs composed of a variety of ethnicities, genders, ages and abilities. Our national and international focus ensures a diversity of mission, vision and values within the organization and international membership includes south korea, argentina, canada, great britain, germany, Georgia, the commonwealth of the bahamas, and others.

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 100% 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 reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94%; rating input score 94
  • Program expense ratio: 74.5%; rating input score 74

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -26%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 1.2; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 31.1%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 13.4% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 6.6% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 94% of revenue deployed · 74.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $115K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Sustainability: Operating margin scored 6/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.