Form 990 for tax year 2023
Filed by PENNSYLVANIA SHAKESPEARE FESTIVAL.
Totals
- Total revenue
- $2,358,907
- Total expenses
- $2,317,200
- Contributions and grants received
- $910,607
- Grants paid
- $0
- Program service revenue
- $813,895
- Investment income
- $645,382
- Other revenue
- -$10,977
- Total assets, end of year
- $7,929,532
- Total liabilities, end of year
- $122,305
- Net assets or fund balances, end of year
- $7,807,227
- Program services expenses (Part IX)
- $1,864,184
- Management and general expenses
- $352,772
- Fundraising expenses
- $100,244
- Program service expenses (Part III)
- $1,864,184
Program services were 80.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$106,270
-
1e · Government grants (contributions)
$104,020
-
1f · All other contributions, gifts and grants
$700,317
-
2a · Program service revenue: TICKET SALES
total $751,050 · related or exempt $751,050
-
2b · Program service revenue: EDUCATION PROGRAM INCOME
total $37,585 · related or exempt $37,585
-
2c · Program service revenue: ADVERTISING REVENUE
total $25,260 · related or exempt $25,260
-
3 · Investment income
total $146,534 · excluded $146,534
-
7a · Gross sales of assets other than inventory
securities $498,848
-
7c · Gain or loss
securities $498,848
-
7d · Net gain or loss
total $498,848 · excluded $498,848
-
8a · Fundraising events: gross income
$20,214
-
8a · Fundraising events: contributions included on line 1c
$106,270
-
8b · Fundraising events: direct expenses
$71,221
-
8c · Net income from fundraising events
total -$51,007 · excluded -$51,007
-
9a · Gaming: gross income
$40,000
-
9b · Gaming: direct expenses
$11,807
-
9c · Net income from gaming
total $28,193 · excluded $28,193
-
10a · Gross sales of inventory
$33,305
-
10b · Cost of goods sold
$24,161
-
10c · Net income from sales of inventory
total $9,144 · related or exempt $9,144
-
11a · Other revenue: MISC
total $2,693 · related or exempt $2,693
-
11e · Other revenue, total
$2,693
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,247,126 · program services $1,038,642 · management and general $153,368 · fundraising $55,116
-
9 · Other employee benefits
total $207,201 · program services $157,361 · management and general $25,088 · fundraising $24,752
-
10 · Payroll taxes
total $91,462 · program services $68,734 · management and general $18,194 · fundraising $4,534
-
11c · Fees: accounting
total $16,090 · program services $8,045 · management and general $8,045
-
11f · Fees: investment management
total $33,411 · management and general $33,411
-
11g · Fees: other
total $32,958 · program services $16,479 · management and general $16,479
-
12 · Advertising and promotion
total $148,106 · program services $147,872 · fundraising $234
-
13 · Office expenses
total $82,334 · program services $50,059 · management and general $19,694 · fundraising $12,581
-
17 · Travel
total $30,879 · program services $29,633 · management and general $724 · fundraising $522
-
19 · Conferences, conventions and meetings
total $23,807 · management and general $23,807
-
22 · Depreciation, depletion and amortization
total $24,978 · management and general $24,978
-
23 · Insurance
total $18,693 · program services $1,308 · management and general $17,385
-
24a · Other expenses: PRODUCTION COSTS
total $334,241 · program services $334,241
-
24b · Other expenses: AUDITIONS
total $11,810 · program services $11,810
-
24c · Other expenses: MISCELLANEOUS
total $5,037 · management and general $5,037
-
24d · Other expenses: DEVELOPMENT AND RESEARCH
total $4,527 · management and general $4,527
-
24e · All other expenses
total $4,540 · management and general $2,035 · fundraising $2,505
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $216,415 · end of year $146,985
-
2 · Savings and temporary cash investments
beginning of year $296,793 · end of year $389,777
-
3 · Pledges and grants receivable
beginning of year $33,436 · end of year $6,544
-
4 · Accounts receivable
beginning of year $12,764 · end of year $3,500
-
8 · Inventories for sale or use
beginning of year $2,243 · end of year $3,895
-
9 · Prepaid expenses and deferred charges
beginning of year $121,123 · end of year $154,557
-
10a · Land, buildings and equipment: cost or other basis
$328,956
-
10b · Land, buildings and equipment: accumulated depreciation
$278,445
-
10c · Land, buildings and equipment, net
beginning of year $71,028 · end of year $50,511
-
12 · Investments: other securities
beginning of year $6,204,768 · end of year $7,162,103
-
15 · Other assets
beginning of year $113,050 · end of year $11,660
-
17 · Accounts payable and accrued expenses
beginning of year $2,992 · end of year $18,676
-
19 · Deferred revenue
beginning of year $66,899 · end of year $71,901
-
25 · Other liabilities
beginning of year $6,737 · end of year $31,728
-
27 · Net assets without donor restrictions
beginning of year $980,682 · end of year $1,101,601
-
28 · Net assets with donor restrictions
beginning of year $6,014,310 · end of year $6,705,626
Mission and programs · 2023
Mission
THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF PENNSYLVANIA, PSF'S MISSION IS TO ENRICH, ENGAGE, ENTERTAIN, AND INSPIRE THE WIDEST POSSIBLE AUDIENCE THROUGH PROFESSIONAL THEATRICAL PRODUCTIONS OF CLASSIC, CONTEMPORARY, AND SHAKESPEAREAN WORKS, AND THROUGH EDUCATIONAL ENGAGEMENT AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 1,085,075 PATRONS FROM 50 STATES SINCE 1992
Activities or mission (Part I)
THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF PENNSYLVANIA, PSF'S MISSION IS TO ENRICH, ENGAGE, ENTERTAIN, AND INSPIRE THE WIDEST POSSIBLE AUDIENCE THROUGH PROFESSIONAL THEATRICAL PRODUCTIONS OF CLASSIC, CONTEMPORARY, AND SHAKESPEAREAN WORKS, AND THROUGH EDUCATIONAL ENGAGEMENT AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 1,085,075 PATRONS FROM 50 STATES SINCE 1992.
-
PROFESSIONAL NOT-FOR-PROFIT THEATRE COMPANY DEDICATED TO MAKING AVAILABLE THE PLAYS OF WILLIAM SHAKESPEARE, BROADWAY MUSICALS, WORLD CLASSICS AND CHILDREN'S PRODUCTIONS FOR A REGIONAL AUDIENCE.
Expenses $1,864,184 · Revenue $813,895
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Casey William GallagherCASEY WILLIAM GALLAGHER
MANAGING DIR
- Total calculated
- $143,141
- From this org
- $0
- From related orgs
- $113,578
- Other
- $29,563
- Hours/week
- 60
-
Jason King JonesJASON KING JONES
ARTISTIC DIR
- Total calculated
- $157,568
- From this org
- $0
- From related orgs
- $113,821
- Other
- $43,747
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- not reported + $113,821 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $43,747 related
- Filer's total
- not reported + $157,568 related
-
Dennis RazzeDENNIS RAZZE
ASSOC. ARTIS
- Total calculated
- $88,458
- From this org
- $0
- From related orgs
- $69,710
- Other
- $18,748
- Hours/week
- 20 + 20 related
-
Stefanie B WexlerSTEFANIE B WEXLER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Patrick J WitmerPATRICK J WITMER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
Kerry A WrobelKERRY A WROBEL
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Amy BestAMY BEST
DIRECTOR
- Total calculated
- $129,079
- From this org
- $0
- From related orgs
- $103,054
- Other
- $26,025
- Hours/week
- 2
-
Phoenix BestPHOENIX BEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristine B BurfeindKRISTINE B BURFEIND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
H Lloyd CarbaughH LLOYD CARBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gary CarneyGARY CARNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lona M Farr PhDLONA M FARR PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joshua A Gildea EsqJOSHUA A GILDEA ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laurie HackettLAURIE HACKETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Judith A Harris EsqJUDITH A HARRIS ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jo-Ann KellyJO-ANN KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Linda Lapos MDLINDA LAPOS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristy McKeeverKRISTY MCKEEVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rev Kevin Nadolski Osfs PhDREV KEVIN NADOLSKI OSFS PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
J Stuart Pidcock Ra AicpJ STUART PIDCOCK RA AICP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David B RothrockDAVID B ROTHROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Martha Hutson Saxton PhDMARTHA HUTSON SAXTON PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ronald E SheppardRONALD E SHEPPARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert SnyderROBERT SNYDER
DIRECTOR
- Total calculated
- $294,169
- From this org
- $0
- From related orgs
- $241,728
- Other
- $52,441
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- not reported + $241,728 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $52,441 related
- Filer's total
- not reported + $294,169 related
-
Deborah W Sundlof DoDEBORAH W SUNDLOF DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen Doyle Walton EdDKAREN DOYLE WALTON EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James K Wu MDJAMES K WU MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · UNIVERSITY · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500559349300525
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