SHAKESPEARE & COMPANY INC Charity Report

Public IRS 990 nonprofit record

SHAKESPEARE & COMPANY INC

EIN 04-2666826 · Arts, Culture & Humanities (A650)

What they do

THE MISSION of SHAKESPEARE & COMPANY is to DELIVER A SUSTAINABLE and (CONTINUED ON SCHEDULE O) VITAL PROGRAM of PERFORMANCE, TRAINING, and EDUCATION, INTEGRATED for THE DEEPENED EXPERIENCE of THE ARTISTS, THE AUDIENCE, THE COMPANY, and THE COMMUNITY. WE EMBRACE THE CORE VALUES of SHAKESPEARES WORK: COLLABORATION, COMMITMENT to LANGUAGE, VISCERAL EXPERIENCE and CLASSICAL IDEALS, EXPRESSED WITH PHYSICAL PROWESS and AN EMBODIED CONTEMPORARY VOICE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.57%of revenue went to mission work82.6% of expenses · Program services

13.87%of revenue went to fundraising13.2% of expenses

$104.79spent for every $100 of revenueSpending was higher than revenue this year.

4.35%of revenue went to management and office costs4.2% of expenses

$2.54in assets for every $1 spent this yearSome assets cannot be spent right away.

52.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $234,287 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $112,086 for BELTON ALLYN BURROWS (ARTISTIC DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,889,913

Mission workProgram services$4,233,09286.57% of revenue82.6% of expenses

ManagementOffice and general costs$212,9014.35% of revenue4.2% of expenses

FundraisingAsking for donations$678,20713.87% of revenue13.2% of expenses

Total expenses$5,124,200104.79% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.6% mission · 4.2% management · 13.2% fundraisingTotal expenses: 104.79% of revenue

2023Expense mix: 76.6% mission · 14.7% management · 8.6% fundraisingTotal expenses: 90.57% of revenue

2022Expense mix: 72.7% mission · 15.8% management · 11.5% fundraisingTotal expenses: 107.11% of revenue

2021Expense mix: 69.6% mission · 18.4% management · 11.9% fundraisingTotal expenses: 104.47% of revenue

2020Expense mix: 59.2% mission · 25.9% management · 14.8% fundraisingTotal expenses: 84.32% of revenue

2019Expense mix: 74.1% mission · 16.4% management · 9.5% fundraisingTotal expenses: 111.91% of revenue

2018Expense mix: 75.0% mission · 16.0% management · 9.0% fundraisingTotal expenses: 101.44% of revenue

2017Expense mix: 75.3% mission · 16.3% management · 8.4% fundraisingTotal expenses: 107.77% of revenue

Money in and money out

Revenue$4,889,913

Expenses$5,124,200

Annual shortfall $234,287 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,233,092 · 82.6% of expenses

Management and office costs$212,901 · 4.2% of expenses

Fundraising$678,207 · 13.2% of expenses

See all reported dollar amounts

Revenue$4,889,913

Expenses$5,124,200

Assets$12,992,040

Income$4,991,423

Contributions$2,580,001

Mission work (program services)$4,233,092

Fundraising$678,207

Management and general$212,901

Executive compensation (total)$258,318

Accounting fees$25,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BELTON ALLYN BURROWSARTISTIC DIRECTOR · 40 hrs/week $112,086Base $100,042 · Other $12,044

RICHARD MARTELLEFORMER FINANCE DIRECTOR/CONTROLLER · 40 hrs/week $78,219Base $74,361 · Other $3,858

KEVIN COLEMANFOUNDING TRUSTEE/DIR. OF EDUCATION · 40 hrs/week $59,366Base $58,066 · Other $1,300

CHRISTINA PACKERFOUNDING TRUSTEE · 40 hrs/week $58,576Base $52,154 · Other $6,422

WENDY CALKINSFINANCE DIRECTOR/CONTROLLER · 40 hrs/week $23,125

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

BELTON ALLYN BURROWSARTISTIC DIRECTOR

RICHARD MARTELLEFORMER FINANCE DIRECTOR/CONTROLLER

KEVIN COLEMANFOUNDING TRUSTEE/DIR. OF EDUCATION

CHRISTINA PACKERFOUNDING TRUSTEE

WENDY CALKINSFINANCE DIRECTOR/CONTROLLER

KELLY GALVINARTIST TRUSTEE

JOHN DOUGLAS THOMPSONARTIST TRUSTEE

KENNETH WERNERTRUSTEE

LICIA SKYTRUSTEE

MACAIRE PACETRUSTEE

MARY ANN HOUSETRUSTEE

MICHAEL HELFERTRUSTEE

MICHAEL A MILLERCLERK

PHOEBE GIDDONTRUSTEE

RICARDO MORALESTRUSTEE

ROBERT B STRASSLERTRUSTEE

SANDRA BOURGEOISTRUSTEE

KAREN KOWGIOSTREASURER

ANDREW B WEINBERGERTRUSTEE

JENIFER SALZBERGVICE CHAIR

JEFFREY B KONOWITCHVICE CHAIR

IRINA SHIFRINTRUSTEE

HENRY BAKERTRUSTEE

GREG LIPPERTRUSTEE

GERALD FRIEDMANTRUSTEE

DEBORAH ANNEXTRUSTEE

DAVID SORKINTRUSTEE

BEVERLY HYMANCHAIR

BARRY R SHAPIROTRUSTEE

BARRI MARKSTRUSTEE

ANITA HELLERTRUSTEE

About this charity

Recognized since: January 1979
Location: 70 KEMBLE STREET, LENOX, MA 01240
County: Berkshire
In care of: KAREN KOWGIOS
Primary officer: KAREN KOWGIOS, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(413) 637-1199

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: ADELSON & COMPANY PC
NTEE classification: Arts, Culture & Humanities (A650)
IRS tax category: Theater Companies and Dinner Theaters