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Arts, Culture, Humanities : Performing Arts

Alabama Shakespeare Festival

Providing classical and contemporary artistic works

three stars

83.76

One Festival Drive Montgomery, AL 36117
tel: (334) 271-5300   Web Site
EIN: 63-0652734

Board Leadership
Laurie Jean Weil
Chairman

CEO
Ed Crowell
Interim Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 83.76 three stars
  Financial 87.11 three stars
  Accountability & Transparency 81.00 three stars
This rating was published 03/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The Alabama Shakespeare Festival (ASF), located in Montgomery - Alabama's state capital - is the sixth largest Shakespeare festival in the world and attracts more than 300,000 annual visitors from all 50 states and over 60 countries. ASF operates year-round, producing 14 world-class productions annually, including three works of William Shakespeare. The remainder are classics of the stage - works by playwrights such as Moliére, George Bernard Shaw, Anton Chekhov, Tennessee Williams, Thornton Wilder, and Eugene O'Neill - along with musicals and new works commissioned by the Festival. Children's Theatre and SchoolFest, ASF's student matinee programs, entertain and educate more than 36,000 schoolchildren each season from throughout the region.

The Alabama Shakespeare Festival (ASF), located in Montgomery - Alabama's state capital - is the sixth largest Shakespeare festival in the world and attracts more than 300,000 annual visitors from all 50 states and over 60 countries. ASF operates year-round, producing 14 world-class productions annually, including three works of William Shakespeare. The remainder are classics of the stage - works by playwrights such as Moliére, George Bernard Shaw, Anton Chekhov, Tennessee Williams, Thornton Wilder, and Eugene O'Neill - along with musicals and new works commissioned by the Festival. Children's Theatre and SchoolFest, ASF's student matinee programs, entertain and educate more than 36,000 schoolchildren each season from throughout the region.

Financial

three stars

87.11

Accountability & Transparency

three stars

81.00

This rating was published 03/01/2018 and includes data from FY2016, 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)
78.5%
  Administrative Expenses 15.6%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.26
  Program Expenses Growth 7.0%
  Liabilities to Assets 36.8%
All data for Financial Performance Metrics calculations was provided by Alabama Shakespeare Festival on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Alabama Shakespeare Festival on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Shakespeare Festival (AL) 83.76 three stars
Asolo Repertory Theatre (FL) 92.16 four stars
Center Stage (MD) 89.36 three stars
Honolulu Theatre for Youth (HI) 90.97 four stars
Alley Theatre (TX) 92.14 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,529,507
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $317,891
   Related Organizations $655,228
   Government Grants $824,750
Total Contributions $5,327,376
   Program Service Revenue $3,292,393
Total Primary Revenue $8,619,769
   Other Revenue $312,307
TOTAL REVENUE $8,932,076
   
EXPENSES  
   Program Expenses $6,169,804
   Administrative Expenses $1,248,931
   Fundraising Expenses $485,996
TOTAL FUNCTIONAL EXPENSES $7,904,731
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,027,345
   
Net Assets $2,028,477

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.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-09 03/01/2018 83.76 three stars
2015-09 03/01/2017 74.03 two stars
2014-09 06/01/2016 71.69 two stars
 
CN 2.0
2014-09 02/01/2016 70.19 two stars
2013-09 05/01/2015 75.15 two stars
2012-09 02/01/2014 68.28 one star
2011-09 11/06/2012 72.18 two stars
2010-09 02/01/2012 69.62 one star
2009-09 09/20/2011 73.97 two stars
 
CN 1.0
2009-09 02/01/2011 77.11 two stars
2008-09 04/01/2010 66.44 one star
2007-09 12/17/2008 75.80 two stars
2006-09 12/15/2007 68.93 one star
2005-09 12/15/2006 85.56 three stars
2004-09 01/01/2006 75.34 two stars
2003-09 11/01/2004 70.98 two stars
2002-09 02/01/2004 72.63 two 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 63-0652734
Name in IRS Master File ALABAMA SHAKESPEARE FESTIVAL INC
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
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 January, 1976
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013
  • September, 2012

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

Compensation % of Expenses Paid to Title
$186,900 2.36% Geoffrey Sherman Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Shakespeare Festival (AL) 83.76 three stars
Orlando Shakespeare Theater (FL) 91.91 four stars
People's Light & Theatre Company (PA) 92.76 four stars
New York Theatre Workshop (NY) 95.00 four stars
Shakespeare Theatre Company (DC) 85.19 three stars

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Charity Contact Info

Alabama Shakespeare Festival
One Festival Drive
Montgomery, AL 36117
tel: (334) 271-5300
fax: (334) 271-5348
EIN: 63-0652734

Visit Web Site

Board Leadership

Laurie Jean Weil
Chairman

CEO

Ed Crowell
Interim Executive Director

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