Civic Intelligence

Shakespeare Society Alumnae Association

EIN 04-6074459 • 501(c)3 • Wellesley Hills, MA

Profile

To maintain the focus of the undergraduate society on the study and production of shakespeare's plays, encouraging the principles of honorable fellowship among the undergraduate and alumnae, establishing good relations between the undergraduate society, the shakespeare society alumnae association, the wellesley college administration, and the campus and larger community as a whole, guaranteeing good stewardship of shakepeare house and all possessions accumulated by undergraduates and alumnae for the use of the society.

337 Washington Street 81002Wellesley Hills, MA 02481-9998

gmail.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

$1,138,153

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,138,153

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

$183,637

No earlier filing loaded for comparison.

Expenses

$35,691

No earlier filing loaded for comparison.

Net Income

$147,946

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2024: $1,138,153Liabilities 2024: $0Net Assets 2024: $1,138,1532024

Highlighted filing

2024

Assets$1,138,153
Liabilities$0
Net Assets$1,138,153
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2024: $183,637Expenses 2024: $35,691Net Income 2024: $147,9462024

Highlighted filing

2024

Revenue$183,637
Expenses$35,691
Net Income$147,946
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,138,153
Liabilities
$0
Net assets
$1,138,153
Revenue
$183,637
Expenses
$35,691
Net income
$147,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.18$0.04$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$183,637
Mission and Program Overview

Mission

To maintain the focus of the undergraduate society on the study and production of shakespeare's plays, encouraging the principles of honorable fellowship among the undergraduate and alumnae, establishing good relations between the undergraduate society, the shakespeare society alumnae association, the wellesley college administration, and the campus and larger community as a whole, guaranteeing good stewardship of shakepeare house and all possessions accumulated by undergraduates and alumnae for the use of the society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$845,792$996,986▲ $151,194
Cash and Non-Interest-Bearing Accounts$34,069$141,167▲ $107,098
Total Assets$879,861$1,138,153▲ $258,292
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$879,861$1,138,153▲ $258,292
Total Net Assets Fund Balance$879,861$1,138,153▲ $258,292
Total Liabilities and Net Assets / Fund Balance$879,861$1,138,153▲ $258,292
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Caroline KovacsPresident and Director
Karen BernardiPresident and Director
Christina Molldrem HarkulichVice President and Director
Annie Jin WangDirector
Rowan WinterwoodDirector
Sabina Sethi UnniDirector
Julie Mann BrownSecretary and Director
Betsy RaymondTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$130,802
Program Service Revenue
$0
Investment Income
$52,343
Other Revenue
$492
All Other Contributions
$130,802
Change in Net Assets
$147,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$18,118--$18,118
Fees for Service Investment Mgmnt Fees-$11,378-$11,378
Occupancy$5,174--$5,174
Information Technology-$556-$556
Conferences and Meetings-$385-$385
Office Expenses-$80-$80
Total Functional Expenses$23,292$12,399$0$35,691
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to the board of directors before it is filed.”

Form 990, Part VI, Section C, Line 18

“UPON WRITTEN REQUEST.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public by written request.”

Filing and Contact Details

Filer

Filer Name
Shakespeare Society Alumnae Association
EIN
04-6074459
Phone
5309024613
Address
337 WASHINGTON STREET 81002, WELLESLEY HILLS, MA 02481-9998

Signing Officer

Name
Betsy L Raymond
Title
Treasurer
Phone
5309024613
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy L Raymond
Formed
1966
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Baumann & Baumann Cpas Llp
Address
70 HASTINGS STREET SUITE LL-1, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Repairs and maintenance of shakespeare house real estate: program service expenses 18,118. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,118.”

Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MAINTAIN THE FOCUS OF THE UNDERGRADUATE SOCIETY ON THE STUDY AND PRODUCTION OF SHAKESPEARE'S PLAYS, ENCOURAGING THE PRINCIPLES OF HONORABLE FELLOWSHIP AMONG THE UNDERGRADUATE AND ALUMNAE, ESTABLISHING GOOD RELATIONS BETWEEN THE UNDERGRADUATE SOCIETY, THE SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION, THE WELLESLEY COLLEGE ADMINISTRATION, AND THE CAMPUS AND LARGER COMMUNITY AS A WHOLE, GUARANTEEING GOOD STEWARDSHIP OF SHAKEPEARE HOUSE AND ALL POSSESSIONS ACCUMULATED BY UNDERGRADUATES AND ALUMNAE FOR THE USE OF THE SOCIETY.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0130802
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETSY RAYMOND
IRS990/BooksInCareOfDetail/PhoneNum05309024613
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 SYCAMORE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAVIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095416
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034069
IRS990/CashNonInterestBearingGrp/EOYAmt0141167
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0385
IRS990/ConferencesMeetingsGrp/TotalAmt0385
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130802
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt052343
IRS990/CYOtherExpensesAmt035691
IRS990/CYOtherRevenueAmt0492
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0147946
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt035691
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0183637
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MAINTAINED THE FOCUS OF THE UNDERGRADUATE SOCIETY ON THE STUDY AND PRODUCTION OF SHAKESPEARE'S PLAYS, ENCOURAGED THE PRINCIPLES OF HONORABLE FELLOWSHIP AMONG THE UNDERGRADUATE AND ALUMNAE, ESTABLISHED GOOD RELATIONS BETWEEN THE UNDERGRADUATE SOCIETY, THE SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION, THE WELLESLEY COLLEGE ADMINISTRATION, AND THE CAMPUS AND LARGER COMMUNITY AS A WHOLE, GUARANTEED GOOD STEWARDSHIP OF SHAKEPEARE HOUSE AND ALL POSSESSIONS ACCUMULATED BY UNDERGRADUATES AND ALUMNAE FOR THE USE OF THE SOCIETY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt023292
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018118
IRS990/FeesForServicesOtherGrp/TotalAmt018118
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011378
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011378
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN BERNARDI
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROLINE KOVACS
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE MANN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3BETSY RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINA MOLLDREM HARKULICH
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNIE JIN WANG
IRS990/Form990PartVIISectionAGrp/PersonNm6ROWAN WINTERWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm7SABINA SETHI UNNI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt030236
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030236
IRS990/GrossReceiptsAmt0183637
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0556
IRS990/InformationTechnologyGrp/TotalAmt0556
IRS990/InvestmentIncomeGrp/ExclusionAmt022107
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022107
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0845792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0996986
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN THE FOCUS OF THE UNDERGRADUATE SOCIETY ON THE STUDY AND PRODUCTION OF SHAKESPEARE'S PLAYS, ENCOURAGING THE PRINCIPLES OF HONORABLE FELLOWSHIP AMONG THE UNDERGRADUATE AND ALUMNAE, ESTABLISHING GOOD RELATIONS BETWEEN THE UNDERGRADUATE SOCIETY, THE SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION, THE WELLESLEY COLLEGE ADMINISTRATION, AND THE CAMPUS AND LARGER COMMUNITY AS A WHOLE, GUARANTEEING GOOD STEWARDSHIP OF SHAKEPEARE HOUSE AND ALL POSSESSIONS ACCUMULATED BY UNDERGRADUATES AND ALUMNAE FOR THE USE OF THE SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0879861
IRS990/NetAssetsOrFundBalancesEOYAmt01138153
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030236
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030236
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0110346
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0879861
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01138153
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05174
IRS990/OccupancyGrp/TotalAmt05174
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080
IRS990/OfficeExpensesGrp/TotalAmt080
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531190
IRS990/OtherRevenueMiscGrp/Desc0RENTALS, SALES MISCELL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0492
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0492
IRS990/OtherRevenueTotalAmt0492
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETSY L RAYMOND
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04299
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031142
IRS990/PYOtherExpensesAmt014659
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020782
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014659
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035441
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0147946
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH, UNRESTRICTED DATE: 08/29/24 AMOUNT: 121687.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION RECEIVED AN UNRESTRICTED CASH BEQUEST FROM THE ESTATE OF SARAH BOSSONG DURING THE YEAR THAT IS BEING TREATED AS AN UNUSUAL GRANT. THE BEQUEST IS AN UNUSUAL GRANT SINCE IT IS FROM AN DISINTERESTED PERSON, IT IS ATTRACTED BECAUSE OF THE ORGANIZATION'S PUBLICLY SUPPORTED NATURE, IT IS UNUSUAL AND UNEXPECTED BECAUSE OF ITS AMOUNT AND IT IS LARGE ENOUGH THAT ITS INCLUSION WOULD ENDANGER THE ORGANIZATION'S PUBLIC CHARITY STATUS UNDER THE NORMAL SUPPORT TESTS. ACCORDINGLY, THE $121,687 BEQUEST IS NOT INCLUDED IN LINE 1 (GIFTS, GRANTS, CONTRIBUTIONS AND MEMBERSHIP FEES).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART III, SCHEDULE A, LINE 1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0146334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0226851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031142
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07421
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03628
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt072236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07938
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07421
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt072236
IRS990ScheduleA/InvestmentIncomeCYPct00.24110
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75890
IRS990ScheduleA/PublicSupportTotal509Amt0227343
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09230
IRS990ScheduleA/Total509Grp/TotalAmt0227343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0154272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299579
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS AND MAINTENANCE OF SHAKESPEARE HOUSE REAL ESTATE: PROGRAM SERVICE EXPENSES 18,118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,118.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0879861
IRS990/TotalAssetsEOYAmt01138153
IRS990/TotalAssetsGrp/BOYAmt0879861
IRS990/TotalAssetsGrp/EOYAmt01138153
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0130802
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023292
IRS990/TotalFunctionalExpensesGrp/TotalAmt035691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0879861
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01138153
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt023292
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052343
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0492
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183637
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0879861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01138153
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0337 WASHINGTON STREET 81002
IRS990/USAddress/CityNm0WELLESLEY HILLS
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0024819998
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY L RAYMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05309024613
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKESPEARE SOCIETY ALUMNAE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0046074459
ReturnHeader/Filer/PhoneNum05309024613
ReturnHeader/Filer/USAddress/AddressLine1Txt0337 WASHINGTON STREET 81002
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024819998
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 HASTINGS STREET SUITE LL-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02025-11-13T20:52:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.