Form 990 for tax year 2023
Filed by ALABAMA SHAKESPEARE FESTIVAL INC.
Totals
- Total revenue
- $9,536,308
- Total expenses
- $8,069,169
- Contributions and grants received
- $7,622,009
- Grants paid
- $0
- Program service revenue
- $1,719,435
- Investment income
- $3,400
- Other revenue
- $191,464
- Total assets, end of year
- $10,541,810
- Total liabilities, end of year
- $1,016,866
- Net assets or fund balances, end of year
- $9,524,944
- Program services expenses (Part IX)
- $6,364,180
- Management and general expenses
- $1,302,818
- Fundraising expenses
- $402,171
- Program service expenses (Part III)
- $6,364,180
Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
AL HEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALEXANDER H CAROTHERS III
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
BARRIE HARMON III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BILLY LIVINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BOB VARDAMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CARL BARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CARL STOCKTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CAROL BALLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CASSANDRA CROSBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHUCK DILAURA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD CROWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EUGENE STANALAND
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
FATHER MANUEL WILLIAMS CR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GALEN J THACKSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GORDON G MARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES K LOWDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JANICE HAWKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEANIE HOLLOWAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JODY MCINNES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KALONJI GILCHRIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KAY BLOUNT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LAURIE JEAN WEIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE SANDERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LISA BLACH WEIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LISA TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARK DIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARK P BUNTING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MAYOR STEVEN REED
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL REILLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MILTON C DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NICHOLE THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PEGGY M MUSSAFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD STABLER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT BIRMINGHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT BURNS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SARAH ANN ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SARAH BEATTY BULLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THE HONORABLE SAMARRIA DUNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THE HONORABLE VANZETTA MCPHERSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS A BLOUNT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS ALBRITTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TODD STRANGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TOMMIE STEWART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ERIC MACKEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CLAY MCINNIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT RUNKLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EMILY LOWDER WOOTTEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RICK DILDINE
ARTISTIC DIRECTOR
- Total calculated
- $102,322
- From this org
- $93,591
- From related orgs
- $0
- Other
- $8,731
- Hours/week
- 40
-
TODD SCHMIDT
EXECUTIVE DIRECTOR
- Total calculated
- $211,351
- From this org
- $196,829
- From related orgs
- $0
- Other
- $14,522
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,829
- Bonus
- $0
- Other
- $0
- Deferred
- $7,873
- Nontaxable benefits
- $6,649
- Filer's total
- $211,351
-
EVE LOEB
DEVELOPMENT DIRECTOR
- Total calculated
- $145,587
- From this org
- $133,594
- From related orgs
- $0
- Other
- $11,993
- Hours/week
- 40
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
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.
-
ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST
501(C)(3) · SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. · AL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512249349300746
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