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Nonprofiteer
← OREGON SHAKESPEARE FESTIVAL ASSOCIATION

Form 990 for tax year 2023

Filed by OREGON SHAKESPEARE FESTIVAL ASSOCIATION.

Totals

Total revenue
$32,735,883
Total expenses
$35,461,231
Contributions and grants received
$19,046,370
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$23,052,108
Management and general expenses
$10,182,563
Fundraising expenses
$2,226,560
Program service expenses (Part III)
$23,052,108

Program services were 65.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TYLER HOKAMA

    INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $131,077
    From this org
    $131,077
    From related orgs
    $0
    Other
    $0
    Hours/week
    50 + 2 related

  • TIM BOND

    ARTISTIC DIRECTOR

    Total calculated
    $94,292
    From this org
    $89,417
    From related orgs
    $0
    Other
    $4,875
    Hours/week
    50 + 0.5 related

  • ARIANA SPIEGLER

    FINANCE DIRECTOR

    Total calculated
    $72,400
    From this org
    $67,281
    From related orgs
    $0
    Other
    $5,119
    Hours/week
    50 + 2 related

  • KAMILAH LONG

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $170,968
    From this org
    $157,770
    From related orgs
    $0
    Other
    $13,198
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $157,770
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,198
    Filer's total
    $170,968

  • ANYANIA MUSE

    MANAGING DIRECTOR OPERATIONS/IDEA

    Total calculated
    $282,798
    From this org
    $259,858
    From related orgs
    $0
    Other
    $22,940
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $259,858
    Bonus
    $0
    Other
    $0
    Deferred
    $5,390
    Nontaxable benefits
    $17,550
    Filer's total
    $282,798

  • ALYS HOLDEN

    DIRECTOR OF PRODUCTION

    Total calculated
    $272,590
    From this org
    $250,593
    From related orgs
    $0
    Other
    $21,997
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $250,593
    Bonus
    $0
    Other
    $0
    Deferred
    $4,097
    Nontaxable benefits
    $17,900
    Filer's total
    $272,590

  • JAVIER DUBON

    DIRECTOR OF MARKETING & COMMUNICATIONS

    Total calculated
    $137,998
    From this org
    $125,502
    From related orgs
    $0
    Other
    $12,496
    Hours/week
    45

  • SHIREE DYSON

    ASSOCIATE MANAGING DIRECTOR IDEA

    Total calculated
    $120,403
    From this org
    $110,585
    From related orgs
    $0
    Other
    $9,818
    Hours/week
    45

  • SCOTT RESCH

    ASSOCIATE DIRECTOR OF FACILITIES

    Total calculated
    $117,616
    From this org
    $105,635
    From related orgs
    $0
    Other
    $11,981
    Hours/week
    45

  • KARUS WALSCH

    DIRECTOR OF AUDIENCE EXPERIENCE

    Total calculated
    $122,739
    From this org
    $104,206
    From related orgs
    $0
    Other
    $18,533
    Hours/week
    45

  • TARA KAYTON

    ASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT

    Total calculated
    $129,915
    From this org
    $101,431
    From related orgs
    $0
    Other
    $28,484
    Hours/week
    45

  • DIANE YU

    BOARD CHAIR/CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RUDD JOHNSON

    BOARD MEMBER/CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MARY WILCOX

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SACHTA CARD

    VICE CHAIR/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BOB SPELTZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ALEX SUTTON

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • KELLY BULKELEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SAMUEL DAKIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TONY DRUMMOND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DAVE HITZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHARLOTTE LIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PERRY SIMON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • OCTAVIO SOLIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH CHOY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AMY CUDDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DUSTIN BUEHLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEE ANNE EVERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LAURIE GIBBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DL RICHARDSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NANCY TAIT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARTINE KEI GREEN-ROGERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ROBERT VAN BROCKLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • HECTOR TOBAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DANNY SANTOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATIE FAREWELL

    BOARD MEMBER

    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

  • 1a · First-class or charter travel
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
NON-TAXED FIRST CLASS TRAVEL PROVIDED TO: ANYANIA MUSE, KAMILAH LONG, SHIREE DYSON
PART I, LINE 1B
SOME FIRST CLASS TRAVEL WAS ARRANGED INTERNALLY BY THE DEPARTMENT HANDLING TRAVEL. OTHER FIRST CLASS TRAVEL WAS ARRANGE BY THE EMPLOYEE USING COMPANY CARDS. IN FYE2025 THE ORGANIZATION DEVELOPED A WRITTEN POLICY PROHIBITING FIRST CLASS TRAVEL UNLESS MEDICALLY NECESSARY.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OSF SOLUTIONS LLC

    PRODUCTION OF THEATRICAL SOFTWARE · OR · income $0 · assets $0

    Directly controlled by OREGON SHAKESPEARE FESTIVAL ASSOCIATION

  • THE CYMBELINE PROJECT LLC

    PRODUCTION OF MULTIMEDIA PRODUCTIONS · OR · income $0 · assets $0

    Directly controlled by OREGON SHAKESPEARE FESTIVAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
8 August 2025
IRS schema version
2023v6.0
Source object
202502239349301615

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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