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Arts, Culture, Humanities : Performing Arts

Shakespeare & Company

Open new worlds

81.76

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

Board Leadership
Kenneth Werner
Chair

CEO
Allyn Burrows
Artistic Director

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  Score
(out of 100) 		Rating
Overall Score & Rating 81.76
  Financial 82.56
  Accountability & Transparency 81.00
This rating was published 10/01/2021 and includes data from FY2020, the most recent 990 received at that time.
Why isn't this based on more recent data?

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.

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

Financial

82.56

Accountability & Transparency

81.00

This rating was published 10/01/2021 and includes data from FY2020, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 74.7%
  Administrative Expenses 16.2%
  Fundraising Expenses 8.9%
  Fundraising Efficiency $0.25
  Working Capital Ratio (years) 2.12
  Program Expenses Growth 2.5%
  Liabilities to Assets 20.5%
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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Shakespeare & Company (MA) 81.76
Marin Shakespeare Company (CA) 90.87
La Jolla Playhouse (CA) 93.67
Huntington Theatre Company (MA) 92.16
Trinity Repertory Company (RI) 87.93

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,444,412
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $28,700
   Related Organizations $0
   Government Grants $216,653
Total Contributions $1,689,765
   Program Service Revenue $2,453,450
Total Primary Revenue $4,143,215
   Other Revenue $358,334
TOTAL REVENUE $4,501,549
   
EXPENSES  
   Program Expenses $3,731,449
   Administrative Expenses $826,972
   Fundraising Expenses $479,468
TOTAL FUNCTIONAL EXPENSES $5,037,889
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-536,340
   
Net Assets $10,599,158

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 $2,614,072 70.1%
Education $707,421 19.0%
Training $409,956 11.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-03 10/01/2021 81.76
2019-03 03/01/2020 84.22
2018-03 03/01/2019 82.41
2017-03 03/01/2018 82.39
2016-03 07/01/2017 82.72
2015-03 06/01/2016 82.59
 
CN 2.0
2015-03 02/01/2016 76.75
2014-03 07/01/2015 83.28
2013-03 07/01/2014 82.35
2012-03 08/01/2013 82.09
2011-03 06/01/2012 84.54
2010-03 09/20/2011 78.96
 
CN 1.0
2010-03 07/01/2011 75.88
2009-03 06/01/2010 98.50
2008-03 02/01/2009 90.77
2007-03 03/01/2008 81.33
2006-03 02/01/2007 72.91
2005-03 06/01/2006 65.64
2004-03 06/01/2005 78.35

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, 2019
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
Compensation % of Expenses Paid to Title
$100,000 1.98% Wendell Adam Davis Managing Director
Other Salaries of Note
$100,000 1.98% Belton Allyn Burrows Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shakespeare & Company (MA) 81.76
Alley Theatre (TX) 91.12
Lyric Theatre (OK) 91.39
Broadway Dreams Foundation Corporation (NY) 87.13
Unicorn Theatre (MO) 87.28

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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

Allyn Burrows
Artistic Director

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