THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON Charity Report

Public IRS 990 nonprofit record

THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON

EIN 13-3085180 · Arts, Culture & Humanities (A650)

What they do

THE COMPANYS PRINCIPAL OBJECTIVES LAID DOWN IN THE ROYAL CHARTER ARE to CONSERVE, ADVANCE and DISSEMINATE THE DRAMATIC HERITAGE of SHAKESPEARE and to ADVANCE and IMPROVE THE DRAMATIC ART, BOTH IN THE UNITED KINGDOM and THROUGHOUT THE WORLD. THE COMPANY is CHARGED WITH PRODUCING and PRESENTING DRAMATIC PERFORMANCES of ALL KINDS, and WITH TEACHING and TRAINING and OTHER EDUCATIONAL ACTIVITIES. THE ORGANIZATION is BASED IN THE UNITED KINGDOM and HAS MINIMAL ACTIVITY IN THE UNITED STATES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.50 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 leaders23 people are listed in the latest report.

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

Money made simple

95.46%of revenue went to mission work93.5% of expenses · Program services

2.28%of revenue went to fundraising2.2% of expenses

$102.05spent for every $100 of revenueSpending was higher than revenue this year.

4.31%of revenue went to management and office costs4.2% of expenses

$2.04in assets for every $1 spent this yearSome assets cannot be spent right away.

27.2%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 $2,135,352 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $236,504 for DANIEL EVANS (CO-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$104,260,892

Mission workProgram services$99,525,47295.46% of revenue93.5% of expenses

ManagementOffice and general costs$4,493,7784.31% of revenue4.2% of expenses

FundraisingAsking for donations$2,376,9942.28% of revenue2.2% of expenses

Total expenses$106,396,244102.05% 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: 93.5% mission · 4.2% management · 2.2% fundraisingTotal expenses: 102.05% of revenue

2023Expense mix: 93.7% mission · 4.4% management · 2.0% fundraisingTotal expenses: 95.42% of revenue

2022Expense mix: 93.3% mission · 4.4% management · 2.2% fundraisingTotal expenses: 100.14% of revenue

2021Expense mix: 93.7% mission · 3.8% management · 2.6% fundraisingTotal expenses: 109.14% of revenue

2020Expense mix: 94.2% mission · 3.1% management · 2.7% fundraisingTotal expenses: 80.64% of revenue

2019Expense mix: 94.4% mission · 4.0% management · 1.6% fundraisingTotal expenses: 105.82% of revenue

2018Expense mix: 94.6% mission · 4.1% management · 1.3% fundraisingTotal expenses: 96.00% of revenue

2017Expense mix: 95.4% mission · 3.3% management · 1.2% fundraisingTotal expenses: 100.92% of revenue

Money in and money out

Revenue$104,260,892

Expenses$106,396,244

Annual shortfall $2,135,352 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)$99,525,472 · 93.5% of expenses

Management and office costs$4,493,778 · 4.2% of expenses

Fundraising$2,376,994 · 2.2% of expenses

See all reported dollar amounts

Revenue$104,260,892

Expenses$106,396,244

Assets$216,659,130

Income$104,260,892

Contributions$28,319,171

Mission work (program services)$99,525,472

Fundraising$2,376,994

Management and general$4,493,778

Executive compensation (total)$724,061

Stocks and bonds$43,130,953

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

DANIEL EVANSCO-ARTISTIC DIRECTOR · 40 hrs/week $236,504Base $220,294 · Other $16,210

CHRISTOPHER HILLDIRECTOR OF AUDIENCES & MARKETING · 40 hrs/week $230,423Base $218,764 · Other $11,659

CATHERINE MALLYONFORMER EXECUTIVE DIRECTOR · 1 hrs/week $230,126Base $227,027 · Other $3,099

TAMARA HARVEYCO-ARTISTIC DIRECTOR · 40 hrs/week $208,315Base $196,532 · Other $11,783

LISA HUGHESCHIEF FINANCE OFFICER · 40 hrs/week $170,995Base $159,712 · Other $11,283

ANDREW LEVESONEXECUTIVE DIRECTOR · 40 hrs/week $156,257Base $148,820 · Other $7,437

CHRISTOPHER OBRIENDIRECTOR OF AUDIENCES & MA · 40 hrs/week $131,667Base $115,744 · Other $15,923

SARAH ELLISDIRECTOR OF CREATIVE INNOVATION · 40 hrs/week $119,001Base $108,540 · Other $10,461

PETER WARMANDEPUTY DIRECTOR OF DEVELOPMENT · 40 hrs/week $115,499Base $105,611 · Other $9,888

STEPHANIE DITTMER HENSENDEVELOPMENT DIRECTOR · 40 hrs/week $112,005Base $104,544 · Other $7,461

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 (23)

DANIEL EVANSCO-ARTISTIC DIRECTOR

CHRISTOPHER HILLDIRECTOR OF AUDIENCES & MARKETING

CATHERINE MALLYONFORMER EXECUTIVE DIRECTOR

TAMARA HARVEYCO-ARTISTIC DIRECTOR

LISA HUGHESCHIEF FINANCE OFFICER

ANDREW LEVESONEXECUTIVE DIRECTOR

CHRISTOPHER OBRIENDIRECTOR OF AUDIENCES & MA

SARAH ELLISDIRECTOR OF CREATIVE INNOVATION

PETER WARMANDEPUTY DIRECTOR OF DEVELOPMENT

STEPHANIE DITTMER HENSENDEVELOPMENT DIRECTOR

MARK SMITHMEMBER

WINSOME PINNOCKMEMBER

AMANDA PARKERMEMBER

SIR NICHOLAS HYTNERMEMBER

SHRITI VADERACHAIRMAN

MARK THOMPSONDEPUTY CHAIRMAN

LUCY WILLIAMSMEMBER

LIZ VERNONMEMBER

ANDREW MILLER MBEMEMBER

GEOFF BARTONMEMBER

EMMA SMITHMEMBER

AYANNA THOMPSONMEMBER

CLARE REDDINGTONMEMBER

About this charity

Recognized since: January 1981
Location: WARWICKSHIRE CV37 6BB, UNITED KINGDOM
In care of: KATE HOLDEN
Primary officer: KATE HOLDEN, CHIEF FINANCE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(178) 929-6655

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: LUTZ AND CARR CPAS LLP
NTEE classification: Arts, Culture & Humanities (A650)
IRS tax category: Theater Companies and Dinner Theaters