OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC Charity Report

Public IRS 990 nonprofit record

OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC

EIN 93-0407022 · Arts, Culture & Humanities (A650)

What they do

THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS of NEW and CLASSIC PLAYS, and INSPIRING A LOVE of OUR ART FORM for CURRENT and FUTURE GENERATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $65.00 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 2023The report may be old. Ask for a newer one.

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

They name their leaders36 people are listed in the latest report.

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

Money made simple

70.42%of revenue went to mission work65.0% of expenses · Program services

6.80%of revenue went to fundraising6.3% of expenses

$108.33spent for every $100 of revenueSpending was higher than revenue this year.

31.11%of revenue went to management and office costs28.7% of expenses

$1.35in assets for every $1 spent this yearSome assets cannot be spent right away.

58.2%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 $2,725,348 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $282,798 for ANYANIA MUSE (MANAGING DIRECTOR OPERATIONS/IDEA). 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 2023

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$32,735,883

Mission workProgram services$23,052,10870.42% of revenue65.0% of expenses

ManagementOffice and general costs$10,182,56331.11% of revenue28.7% of expenses

FundraisingAsking for donations$2,226,5606.80% of revenue6.3% of expenses

Total expenses$35,461,231108.33% 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

2023CurrentExpense mix: 65.0% mission · 28.7% management · 6.3% fundraisingTotal expenses: 108.33% of revenue

2022Expense mix: 64.2% mission · 30.7% management · 5.1% fundraisingTotal expenses: 101.22% of revenue

2021Expense mix: 59.6% mission · 35.2% management · 5.2% fundraisingTotal expenses: 139.88% of revenue

2020Expense mix: 51.8% mission · 40.8% management · 7.4% fundraisingTotal expenses: 102.12% of revenue

2019Expense mix: 61.2% mission · 31.6% management · 7.2% fundraisingTotal expenses: 96.44% of revenue

2018Expense mix: 70.0% mission · 24.6% management · 5.4% fundraisingTotal expenses: 93.34% of revenue

2017Expense mix: 71.1% mission · 23.9% management · 5.0% fundraisingTotal expenses: 99.57% of revenue

2016Expense mix: 71.7% mission · 23.0% management · 5.4% fundraisingTotal expenses: 107.47% of revenue

Money in and money out

Revenue$32,735,883

Expenses$35,461,231

Annual shortfall $2,725,348 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)$23,052,108 · 65.0% of expenses

Management and office costs$10,182,563 · 28.7% of expenses

Fundraising$2,226,560 · 6.3% of expenses

See all reported dollar amounts

Revenue$32,735,883

Expenses$35,461,231

Assets$47,714,613

Income$34,142,096

Contributions$19,046,370

Mission work (program services)$23,052,108

Fundraising$2,226,560

Grants given$242,580

Average grant$16,172

Management and general$10,182,563

Stocks and bonds$168,560

Accounting fees$105,724

People

Leadership and board

Tax year 2023

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

People reported as paid

Person and titleCompensation

ANYANIA MUSEMANAGING DIRECTOR OPERATIONS/IDEA · 50 hrs/week $282,798Base $259,858 · Other $22,940

ALYS HOLDENDIRECTOR OF PRODUCTION · 45 hrs/week $272,590Base $250,593 · Other $21,997

KAMILAH LONGCHIEF DEVELOPMENT OFFICER · 50 hrs/week $170,968Base $157,770 · Other $13,198

JAVIER DUBONDIRECTOR OF MARKETING & COMMUNICATIONS · 45 hrs/week $137,998Base $125,502 · Other $12,496

TYLER HOKAMAINTERIM EXECUTIVE DIRECTOR · 50 hrs/week $131,077

TARA KAYTONASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT · 45 hrs/week $129,915Base $101,431 · Other $28,484

KARUS WALSCHDIRECTOR OF AUDIENCE EXPERIENCE · 45 hrs/week $122,739Base $104,206 · Other $18,533

SHIREE DYSONASSOCIATE MANAGING DIRECTOR IDEA · 45 hrs/week $120,403Base $110,585 · Other $9,818

SCOTT RESCHASSOCIATE DIRECTOR OF FACILITIES · 45 hrs/week $117,616Base $105,635 · Other $11,981

TIM BONDARTISTIC DIRECTOR · 50 hrs/week $94,292Base $89,417 · Other $4,875

ARIANA SPIEGLERFINANCE DIRECTOR · 50 hrs/week $72,400Base $67,281 · Other $5,119

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 (36)

ANYANIA MUSEMANAGING DIRECTOR OPERATIONS/IDEA

ALYS HOLDENDIRECTOR OF PRODUCTION

KAMILAH LONGCHIEF DEVELOPMENT OFFICER

JAVIER DUBONDIRECTOR OF MARKETING & COMMUNICATIONS

TYLER HOKAMAINTERIM EXECUTIVE DIRECTOR

TARA KAYTONASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT

KARUS WALSCHDIRECTOR OF AUDIENCE EXPERIENCE

SHIREE DYSONASSOCIATE MANAGING DIRECTOR IDEA

SCOTT RESCHASSOCIATE DIRECTOR OF FACILITIES

TIM BONDARTISTIC DIRECTOR

ARIANA SPIEGLERFINANCE DIRECTOR

SACHTA CARDVICE CHAIR/BOARD MEMBER

MARY WILCOXBOARD MEMBER/VICE CHAIR

NANCY TAITBOARD MEMBER

OCTAVIO SOLISBOARD MEMBER

PERRY SIMONBOARD MEMBER

ROBERT VAN BROCKLINBOARD MEMBER

RUDD JOHNSONBOARD MEMBER/CO-CHAIR

LAURIE GIBBSBOARD MEMBER

SAMUEL DAKINBOARD MEMBER

TONY DRUMMONDBOARD MEMBER

ALEX SUTTONTREASURER

MARTINE KEI GREEN-ROGERSBOARD MEMBER

BOB SPELTZSECRETARY

KELLY BULKELEYBOARD MEMBER

KATIE FAREWELLBOARD MEMBER

AMY CUDDYBOARD MEMBER

HECTOR TOBARBOARD MEMBER

ELIZABETH CHOYBOARD MEMBER

DUSTIN BUEHLERBOARD MEMBER

DL RICHARDSONBOARD MEMBER

DIANE YUBOARD CHAIR/CO-CHAIR

DEE ANNE EVERSONBOARD MEMBER

DAVE HITZBOARD MEMBER

DANNY SANTOSBOARD MEMBER

CHARLOTTE LINBOARD MEMBER

About this charity

Recognized since: January 1939
Location: 15 S PIONEER ST, ASHLAND, OR 97520-2749
County: Jackson
In care of: % GROUP EMAIL
Primary officer: JAVIER DUBON, INTERIM EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(541) 482-2111

Filing and classification

Latest tax year: 2023
Tax period began: November 1, 2023
Return type: 990
Tax preparer: MCDONALD JACOBS PC
NTEE classification: Arts, Culture & Humanities (A650)
Grant-giving organization: Yes