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Arts, Culture, Humanities : Performing Arts

Oregon Shakespeare Festival

Revealing our collective humanity through illuminating interpretations of new and classic plays

three stars

87.08

15 South Pioneer Street Ashland, OR 97520
tel: (541) 482-2111   Web Site
EIN: 93-0407022

Board Leadership
Gail Lopes
Board Chair

CEO
Paul Christy
Acting Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 87.08 three stars
  Financial 83.58 three stars
  Accountability & Transparency 92.00 four stars
This rating was published 03/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Founded in 1935, the Tony Award-winning Oregon Shakespeare Festival (OSF) is among the oldest and largest professional non-profit theatres in the nation. Each year OSF presents an eight-and-a-half-month season of eleven plays in three theatres plus numerous ancillary activities, and undertakes an extensive theatre education program. OSF presents more than 780 performances annually with attendance of approximately 400,000. Inspired by Shakespeare's work and the cultural richness of the United States, OSF reveals our collective humanity through illuminating interpretations of new and classic plays, deepened by the kaleidoscope of rotating repertory.

Founded in 1935, the Tony Award-winning Oregon Shakespeare Festival (OSF) is among the oldest and largest professional non-profit theatres in the nation. Each year OSF presents an eight-and-a-half-month season of eleven plays in three theatres plus numerous ancillary activities, and undertakes an extensive theatre education program. OSF presents more than 780 performances annually with attendance of approximately 400,000. Inspired by Shakespeare's work and the cultural richness of the United States, OSF reveals our collective humanity through illuminating interpretations of new and classic plays, deepened by the kaleidoscope of rotating repertory.

Impact Information

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Financial

three stars

83.58

Accountability & Transparency

four stars

92.00

This rating was published 03/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
71.3%
  Administrative Expenses 23.6%
  Fundraising Expenses 5.0%
  Fundraising Efficiency $0.13
  Working Capital Ratio (years) 0.88
  Program Expenses Growth 8.5%
  Liabilities to Assets 29.6%
All data for Financial Performance Metrics calculations was provided by Oregon Shakespeare Festival on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Shakespeare Festival on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Shakespeare Festival (OR) 87.08 three stars
Creede Repertory Theatre (CO) 91.03 four stars
Second Stage Theatre (NY) 87.95 three stars
The Cleveland Play House (OH) 88.22 three stars
The Kalamazoo Civic Theatre (MI) 90.37 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $11,343,909
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $2,185,729
   Government Grants $309,405
Total Contributions $13,839,043
   Program Service Revenue $22,757,404
Total Primary Revenue $36,596,447
   Other Revenue $1,791,073
TOTAL REVENUE $38,387,520
   
EXPENSES  
   Program Expenses $29,560,385
   Administrative Expenses $9,473,875
   Fundraising Expenses $2,222,053
TOTAL FUNCTIONAL EXPENSES $41,256,313
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-2,868,793
   
Net Assets $34,179,644

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Plays $27,220,719 92.1%
Educational Programs $1,296,882 4.4%
Commissioning Programs $1,042,784 3.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-10 03/01/2019 87.08 three stars
2016-10 04/01/2018 86.35 three stars
2015-10 05/01/2017 88.53 three stars
2014-10 06/01/2016 86.73 three stars
 
CN 2.0
2014-10 04/01/2016 86.92 three stars
2013-10 06/01/2015 91.34 four stars
2012-10 12/20/2013 93.02 four stars
2011-10 02/01/2013 89.48 three stars
2010-10 02/01/2012 87.86 three stars
2009-10 09/20/2011 89.38 three stars
 
CN 1.0
2009-10 12/01/2010 86.95 three stars
2008-10 02/01/2010 73.19 two stars
2007-10 04/01/2009 78.25 two stars
2006-10 02/01/2008 70.27 two stars
2005-10 11/01/2006 72.45 two stars
2004-10 01/01/2006 63.45 one star
2003-10 11/01/2004 70.09 two stars
2002-10 12/01/2003 67.74 one star
2001-10 10/15/2002 82.52 three stars
2000-10 04/15/2002 80.10 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 93-0407022
Name in IRS Master File OREGON SHAKESPEARE FESTIVAL ASSOCIATION
NTEE Code A65
NTEE Classification Theater
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
(30) School, college, trade school, etc.
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1939
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End October
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • October, 2016
  • October, 2015
  • October, 2014
  • October, 2013
  • October, 2012
Compensation % of Expenses Paid to Title
$253,176 0.61% Cynthia Rider Executive Director
Other Salaries of Note
$320,243 0.77% William Rauch Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Shakespeare Festival (OR) 87.08 three stars
South Coast Repertory (CA) 86.11 three stars
Lincoln Center Theater (NY) 94.07 four stars
Chicago Shakespeare Theater (IL) 91.19 four stars
New Conservatory Theatre Center (CA) 91.82 four stars

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Charity Contact Info

Oregon Shakespeare Festival
15 South Pioneer Street
Ashland, OR 97520
tel: (541) 482-2111
fax: (541) 482-0446
EIN: 93-0407022

Mail donations to:
P.O. Box 158
Ashland, OR 97520

Visit Web Site

Board Leadership

Gail Lopes
Board Chair

CEO

Paul Christy
Acting Executive Director

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