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Nonprofiteer
← PENNSYLVANIA SHAKESPEARE FESTIVAL

Form 990 for tax year 2022

Filed by PENNSYLVANIA SHAKESPEARE FESTIVAL.

Totals

Total revenue
$2,292,087
Total expenses
$2,479,950
Contributions and grants received
$960,270
Grants paid
$0
Program service revenue
$897,299
Investment income
$434,374
Other revenue
$144
Total assets, end of year
$7,071,620
Total liabilities, end of year
$76,628
Net assets or fund balances, end of year
$6,994,992
Program services expenses (Part IX)
$2,083,106
Management and general expenses
$300,932
Fundraising expenses
$95,912
Program service expenses (Part III)
$2,083,106

Program services were 84.0% 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

    $129,125

  • 1e · Government grants (contributions)

    $17,600

  • 1f · All other contributions, gifts and grants

    $813,545

  • 1g · Noncash contributions included above

    $6,400

  • 2a · Program service revenue: TICKET SALES

    total $842,952 · related or exempt $842,952

  • 2b · Program service revenue: EDUCATION PROGRAM INCO

    total $32,360 · related or exempt $32,360

  • 2c · Program service revenue: ADVERTISING REVENUE

    total $21,987 · related or exempt $21,987

  • 3 · Investment income

    total $129,478 · excluded $129,478

  • 7a · Gross sales of assets other than inventory

    securities $304,896

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $304,896

  • 7d · Net gain or loss

    total $304,896 · excluded $304,896

  • 8a · Fundraising events: gross income

    $22,421

  • 8a · Fundraising events: contributions included on line 1c

    $129,125

  • 8b · Fundraising events: direct expenses

    $62,998

  • 8c · Net income from fundraising events

    total -$40,577 · excluded -$40,577

  • 9a · Gaming: gross income

    $39,800

  • 9b · Gaming: direct expenses

    $11,442

  • 9c · Net income from gaming

    total $28,358 · excluded $28,358

  • 10a · Gross sales of inventory

    $31,386

  • 10b · Cost of goods sold

    $20,477

  • 10c · Net income from sales of inventory

    total $10,909 · related or exempt $10,909

  • 11a · Other revenue: OTHER INCOME (NET)

    total $1,454 · related or exempt $1,454

  • 11e · Other revenue, total

    $1,454

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $132,310 · program services $79,386 · management and general $26,462 · fundraising $26,462

  • 7 · Other salaries and wages

    total $1,256,756 · program services $1,102,901 · management and general $119,265 · fundraising $34,590

  • 9 · Other employee benefits

    total $235,371 · program services $199,321 · management and general $22,704 · fundraising $13,346

  • 10 · Payroll taxes

    total $92,601 · program services $78,436 · management and general $8,922 · fundraising $5,243

  • 11c · Fees: accounting

    total $14,880 · program services $7,440 · management and general $7,440

  • 12 · Advertising and promotion

    total $158,715 · program services $158,526 · fundraising $189

  • 13 · Office expenses

    total $66,546 · program services $36,595 · management and general $17,309 · fundraising $12,642

  • 17 · Travel

    total $43,444 · program services $40,830 · management and general $2,309 · fundraising $305

  • 19 · Conferences, conventions and meetings

    total $34,092 · management and general $34,092

  • 22 · Depreciation, depletion and amortization

    total $29,804 · management and general $29,804

  • 23 · Insurance

    total $17,666 · program services $1,237 · management and general $16,429

  • 24a · Other expenses: PRODUCTION COSTS

    total $371,120 · program services $371,120

  • 24b · Other expenses: MISCELLANEOUS

    total $8,074 · management and general $7,624 · fundraising $450

  • 24c · Other expenses: AUDITION EXPENSE

    total $7,314 · program services $7,314

  • 24d · Other expenses: DEVELOPMENT & RESEARCH

    total $6,411 · management and general $6,411

  • 24e · All other expenses

    total $4,846 · management and general $2,161 · fundraising $2,685

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $280,672 · end of year $216,415

  • 2 · Savings and temporary cash investments

    beginning of year $532,841 · end of year $296,793

  • 3 · Pledges and grants receivable

    beginning of year $60,399 · end of year $33,436

  • 4 · Accounts receivable

    beginning of year $120,068 · end of year $12,764

  • 8 · Inventories for sale or use

    beginning of year $5,404 · end of year $2,243

  • 9 · Prepaid expenses and deferred charges

    beginning of year $99,375 · end of year $121,123

  • 10a · Land, buildings and equipment: cost or other basis

    $328,099

  • 10b · Land, buildings and equipment: accumulated depreciation

    $257,071

  • 10c · Land, buildings and equipment, net

    beginning of year $86,433 · end of year $71,028

  • 12 · Investments: other securities

    beginning of year $5,712,554 · end of year $6,204,768

  • 15 · Other assets

    beginning of year $13,130 · end of year $113,050

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,893 · end of year $2,992

  • 19 · Deferred revenue

    beginning of year $74,606 · end of year $66,899

  • 25 · Other liabilities

    beginning of year $108,498 · end of year $6,737

  • 27 · Net assets without donor restrictions

    beginning of year $1,087,427 · end of year $980,682

  • 28 · Net assets with donor restrictions

    beginning of year $5,617,452 · end of year $6,014,310

Mission and programs · 2022

Mission

TO ENRICH, INSPIRE, ENGAGE, AND ENTERTAIN THE WIDEST POSSIBLE AUDIENCE THROUGH FIRST-RATE PROFESSIONAL PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYS, WITH A CORE COMMITMENT TO THE WORKS OF SHAKESPEARE AND OTHER MASTER DRAMATISTS, AND THROUGH AN ARRAY OF EDUCATIONAL OUTREACH AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 1,062,736 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, INSPIRE, ENGAGE, AND ENTERTAIN THE WIDEST POSSIBLE AUDIENCE THROUGH FIRST-RATE PROFESSIONAL PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYS, WITH A CORE COMMITMENT TO THE WORKS OF SHAKESPEARE AND OTHER MASTER DRAMATISTS, AND THROUGH AN ARRAY OF EDUCATIONAL OUTREACH AND MENTORSHIP PROGRAMS. A NOT-FOR-PROFIT, PROFESSIONAL REGIONAL THEATRE, PSF HAS ENTERTAINED OVER 1,062,736 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 $2,083,106 · Revenue $909,662

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Judith A Harris Esq

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Stefanie Wexler

    CO-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Patrick Witmer

    CO-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Kerry A Wrobel

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Amy Best

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Phoenix Best

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kristine B Burfeind

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • H Lloyd Carbaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lona Farr PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Casey W Gallagher

    MANAGING DIRECTOR

    Total calculated
    $113,920
    From this org
    $0
    From related orgs
    $98,524
    Other
    $15,396
    Hours/week
    60

  • Joshua A Gildea Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laurie Hackett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jason King Jones

    ARTISTIC DIRECTOR

    Total calculated
    $79,190
    From this org
    $5,968
    From related orgs
    $61,779
    Other
    $11,443
    Hours/week
    60

  • Jo-Ann S Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Linda Lapos MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Judge Anna-Kristie Morffi Marks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joan Miller Moran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rev Kevin Nadolski Osfs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gerald D Noll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Barry Pell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dennis Razze

    ASSOC. ARTISTIC DIR.

    Total calculated
    $180,022
    From this org
    $0
    From related orgs
    $160,651
    Other
    $19,371
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,651 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,104 related
    Nontaxable benefits
    $0 + $10,267 related
    Filer's total
    $0 + $180,022 related

  • David B Rothrock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Martha Hutson-Saxton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ronald E Sheppard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robert Snyder

    DIRECTOR

    Total calculated
    $266,627
    From this org
    $0
    From related orgs
    $237,317
    Other
    $29,310
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,317 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,448 related
    Nontaxable benefits
    $0 + $15,862 related
    Filer's total
    $0 + $266,627 related

  • Edward Spitzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Deborah W Sundlof Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Doyle Walton EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr James K Wu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Mulcahy

    ARTISTIC DIRECTOR

    Total calculated
    $170,145
    From this org
    $0
    From related orgs
    $138,793
    Other
    $31,352
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $138,793 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,865 related
    Nontaxable benefits
    $0 + $23,487 related
    Filer's total
    $0 + $170,145 related

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.

Provenance

Return type
form_990
Tax year
2022
Filed
2 April 2024
IRS schema version
2022v5.0
Source object
202430949349301218

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