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Arts, Culture, Humanities : Performing Arts

Alabama Shakespeare Festival

Providing classical and contemporary artistic works

82.92

One Festival Drive Montgomery, AL 36117
tel: (334) 271-5353   Web Site
EIN: 63-0652734

Board Leadership
Gordon G. Martin
Chairman

CEO
Todd Schmidt
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 82.92
  Financial 85.09
  Accountability & Transparency 81.00
This rating was published 03/01/2021 and includes data from FY2019, 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

85.09

Accountability & Transparency

81.00

This rating was published 03/01/2021 and includes data from FY2019, 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 $0.08
  Working Capital Ratio (years) 0.61
  Program Expenses Growth -1.1%
  Liabilities to Assets 13.3%
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) 82.92
Cleveland Public Theatre (OH) 92.22
The Irish Repertory Theatre (NY) 92.22
The Children's Theatre of Cincinnati (OH) 96.44
Marin Shakespeare Company (CA) 90.87

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,304,926
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $450,200
   Related Organizations $626,706
   Government Grants $900,362
Total Contributions $4,282,194
   Program Service Revenue $2,613,582
Total Primary Revenue $6,895,776
   Other Revenue $518,964
TOTAL REVENUE $7,414,740
   
EXPENSES  
   Program Expenses $5,977,713
   Administrative Expenses $1,242,480
   Fundraising Expenses $440,326
TOTAL FUNCTIONAL EXPENSES $7,660,519
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-245,779
   
Net Assets $4,949,973

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
2019-09 03/01/2021 82.92
2018-09 03/01/2020 84.47
2017-09 12/21/2018 80.70
2016-09 03/01/2018 83.76
2015-09 03/01/2017 74.03
2014-09 06/01/2016 71.69
 
CN 2.0
2014-09 02/01/2016 70.19
2013-09 05/01/2015 75.15
2012-09 02/01/2014 68.28
2011-09 11/06/2012 72.18
2010-09 02/01/2012 69.62
2009-09 09/20/2011 73.97
 
CN 1.0
2009-09 02/01/2011 77.11
2008-09 04/01/2010 66.44
2007-09 12/17/2008 75.80
2006-09 12/15/2007 68.93
2005-09 12/15/2006 85.56
2004-09 01/01/2006 75.34
2003-09 11/01/2004 70.98
2002-09 02/01/2004 72.63

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, 2018
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
Compensation % of Expenses Paid to Title
$163,352 2.13% Rick Dildine Artistic Director
Other Salaries of Note
$105,111 1.37% Todd Schmidt Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Alabama Shakespeare Festival (AL) 82.92
The Kalamazoo Civic Theatre (MI) 91.47
South Coast Repertory (CA) 86.28
Chesapeake Shakespeare Company (MD) 86.87
Playwrights Horizons (NY) 92.52

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Charity Contact Info

Alabama Shakespeare Festival
One Festival Drive
Montgomery, AL 36117
tel: (334) 271-5353
fax: (334) 271-5348
EIN: 63-0652734

Visit Web Site

Board Leadership

Gordon G. Martin
Chairman

CEO

Todd Schmidt
Executive Director

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