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Arts, Culture, Humanities : Performing Arts

Alabama Shakespeare Festival

Providing classical and contemporary artistic works

two stars

74.03

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

Board Leadership
Laurie Jean Weil
Chairman

CEO
Geoffrey Sherman
Producing Artistic Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 74.03 two stars
  Financial 80.32 three stars
  Accountability & Transparency 69.00 one star
This rating was published 03/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

80.32

Accountability & Transparency

one star

69.00

This rating was published 03/01/2017 and includes data from FY2015, 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)
79.0%
  Administrative Expenses 15.2%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.16
  Program Expenses Growth 4.0%
  Liabilities to Assets 49.9%
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) 74.03 two stars
Manhattan Theatre Club (NY) 92.50 four stars
Cornerstone Theater Company (CA) 90.41 four stars
Lyric Theatre (OK) 92.02 four stars
MCC Theater (NY) 85.97 three stars

Compare These Charities (Highly Rated)

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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,591,490
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $333,731
   Related Organizations $1,087,363
   Government Grants $552,000
Total Contributions $4,564,584
   Program Service Revenue $2,968,821
Total Primary Revenue $7,533,405
   Other Revenue $260,122
TOTAL REVENUE $7,793,527
   
EXPENSES  
   Program Expenses $5,823,484
   Administrative Expenses $1,178,021
   Fundraising Expenses $405,301
TOTAL FUNCTIONAL EXPENSES $7,406,806
   
Payments to Affiliates $0
Excess (or Deficit) for the year $386,721
   
Net Assets $1,196,091

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
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, 2015
  • September, 2014
  • September, 2013
  • September, 2012
  • September, 2011

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).

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Compensation % of Expenses Paid to Title
$177,999 2.40% Geoffrey Sherman Artistic Director

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Shakespeare Festival (AL) 74.03 two stars
Theatre for a New Audience (NY) 93.23 four stars
Center for Puppetry Arts (GA) 85.72 three stars
Creede Repertory Theatre (CO) 91.98 four stars
Red Mountain Theatre Company (AL) 90.58 four stars

Compare These Charities (Highly Rated)

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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

Geoffrey Sherman
Producing Artistic Director

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