Disable all preview features

Arts, Culture, Humanities : Performing Arts

Shakespeare & Company

Open new worlds

three stars

84.22

70 Kemble Street Lenox, MA 01240
tel: (413) 637-1199   Web Site
EIN: 04-2666826

Board Leadership
Kenneth Werner
Chair

CEO
Adam Davis
Managing Director

  Score
(out of 100)
Rating
Overall Score & Rating 84.22 three stars
  Financial 83.48 three stars
  Accountability & Transparency 85.00 three stars
This rating was published 03/01/2020 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1978, Shakespeare & Company aspires to create a theatre of unprecedented excellence rooted in the classical ideals of inquiry, balance and harmony; a company that performs as the Elizabethans did -- in love with poetry, physical prowess and the mysteries of the universe. With a core of over 150 artists, the company performs Shakespeare, generating opportunities for collaboration between actors, directors and designers of all races, nationalities and backgrounds. Shakespeare & Company provides original, in-depth, classical training and performance methods. Shakespeare & Company also develops and produces new plays of social and political significance. Shakespeare & Company's education programs inspire a new generation of students and scholars to discover the resonance of Shakespeare's truths in the everyday world, demonstrating the influence that classical theatre can have within a community.

Founded in 1978, Shakespeare & Company aspires to create a theatre of unprecedented excellence rooted in the classical ideals of inquiry, balance and harmony; a company that performs as the Elizabethans did -- in love with poetry, physical prowess and the mysteries of the universe. With a core of over 150 artists, the company performs Shakespeare, generating opportunities for collaboration between actors, directors and designers of all races, nationalities and backgrounds. Shakespeare & Company provides original, in-depth, classical training and performance methods. Shakespeare & Company also develops and produces new plays of social and political significance. Shakespeare & Company's education programs inspire a new generation of students and scholars to discover the resonance of Shakespeare's truths in the everyday world, demonstrating the influence that classical theatre can have within a community.

Impact Information

data icon Looking for Impact Information?

Charity Navigator is collaborating with GuideStar, GlobalGiving, Classy, and ImpactMatters to display impact-related information on our rated profile pages. Each partner collects this data directly from nonprofits and provides updates to Charity Navigator when available.

If you are interested in seeing this charity provide its impact information, please click below. This will indicate your interest and encourage the nonprofit to share data with partners that are currently collecting information.

Financial

three stars

83.48

Accountability & Transparency

three stars

85.00

This rating was published 03/01/2020 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)
75.0%
  Administrative Expenses 16.4%
  Fundraising Expenses 8.5%
  Fundraising Efficiency $0.25
  Working Capital Ratio (years) 2.30
  Program Expenses Growth 3.3%
  Liabilities to Assets 20.9%
All data for Financial Performance Metrics calculations was provided by Shakespeare & Company on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Shakespeare & Company on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Shakespeare & Company (MA) 84.22 three stars
Hale Centre Theatre (UT) 91.45 four stars
La Jolla Playhouse (CA) 87.34 three stars
Victory Garden Theater (IL) 91.85 four stars
The Children's Theatre of Cincinnati (OH) 89.12 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,884,950
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $47,100
   Related Organizations $0
   Government Grants $84,814
Total Contributions $2,016,864
   Program Service Revenue $2,453,690
Total Primary Revenue $4,470,554
   Other Revenue $396,254
TOTAL REVENUE $4,866,808
   
EXPENSES  
   Program Expenses $3,701,621
   Administrative Expenses $792,041
   Fundraising Expenses $443,446
TOTAL FUNCTIONAL EXPENSES $4,937,108
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-70,300
   
Net Assets $11,135,498

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
Performance $2,548,903 68.9%
Education $749,334 20.2%
Training $403,384 10.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-03 03/01/2020 84.22 three stars
2018-03 03/01/2019 82.41 three stars
2017-03 03/01/2018 82.39 three stars
2016-03 07/01/2017 82.72 three stars
2015-03 06/01/2016 82.59 three stars
 
CN 2.0
2015-03 02/01/2016 76.75 two stars
2014-03 07/01/2015 83.28 three stars
2013-03 07/01/2014 82.35 three stars
2012-03 08/01/2013 82.09 three stars
2011-03 06/01/2012 84.54 three stars
2010-03 09/20/2011 78.96 two stars
 
CN 1.0
2010-03 07/01/2011 75.88 two stars
2009-03 06/01/2010 98.50 four stars
2008-03 02/01/2009 90.77 four stars
2007-03 03/01/2008 81.33 three stars
2006-03 02/01/2007 72.91 two stars
2005-03 06/01/2006 65.64 one star
2004-03 06/01/2005 78.35 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 04-2666826
Name in IRS Master File SHAKESPEARE & COMPANY INC
NTEE Code A65
NTEE Classification Theater
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (994) Described in section 170(b)1)(a)(vi) of the Code
(90) Cultural performances
(88) Community theatrical group
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
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, 1979
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End March
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
Compensation % of Expenses Paid to Title
$98,750 2.00% Wendell Adam Davis Managing Director
Other Salaries of Note
$98,750 2.00% Belton Allyn Burrows Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shakespeare & Company (MA) 84.22 three stars
New York Theatre Workshop (NY) 93.46 four stars
Hale Centre Theatre (UT) 91.45 four stars
The Cleveland Play House (OH) 89.44 three stars
Shakespeare Theatre Company (DC) 87.09 three stars

Compare These Charities (Highly Rated)

Are you the representative for this organization? If so, click here to access the application form. As an official representative you will have the ability to update some of the information on this page.

Charity Contact Info

Shakespeare & Company
70 Kemble Street
Lenox, MA 01240
tel: (413) 637-1199
fax: (413) 637-4274
EIN: 04-2666826

Visit Web Site

Board Leadership

Kenneth Werner
Chair

CEO

Adam Davis
Managing Director

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.