Civic Intelligence

The Elm Shakespeare Company

990 • Fiscal year 2013 • EIN 06-1426731

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 10, 2014

PO Box 206029New Haven, CT 06520

(203) 393-1436

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

96th percentile

216%

Faster asset growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$132,277

Up $90,371 (+216%) from 2012

Net Assets

Up

$131,414

Up $90,041 (+218%) from 2012

Liabilities

Up

$863

Up $330 (+62%) from 2012

Revenue

$430,664

No earlier filing loaded for comparison.

Expenses

Down

$340,623

Down $24,005 (-6.6%) from 2012

Net Income

$90,041

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $69,120Liabilities 2010: $2,425Net Assets 2010: $66,6952010Assets 2011: $55,096Liabilities 2011: $8,390Net Assets 2011: $46,7062011Assets 2012: $41,906Liabilities 2012: $533Net Assets 2012: $41,3732012Assets 2013: $132,277Liabilities 2013: $863Net Assets 2013: $131,4142013Assets 2014: $97,863Liabilities 2014: $851Net Assets 2014: $97,0122014Assets 2015: $106,660Liabilities 2015: $8,200Net Assets 2015: $98,4602015Assets 2016: $106,177Liabilities 2016: $0Net Assets 2016: $106,1772016Assets 2017: $144,617Liabilities 2017: $8,440Net Assets 2017: $136,1772017Assets 2018: $130,973Liabilities 2018: $3,474Net Assets 2018: $127,4992018Assets 2019: $149,627Liabilities 2019: $4,077Net Assets 2019: $145,5502019Assets 2020: $255,022Liabilities 2020: $3,361Net Assets 2020: $251,6612020Assets 2021: $328,993Liabilities 2021: $12,012Net Assets 2021: $316,9812021Assets 2022: $420,084Liabilities 2022: $5,955Net Assets 2022: $414,1292022Assets 2023: $548,890Liabilities 2023: $18,044Net Assets 2023: $530,8462023Assets 2024: $321,168Liabilities 2024: $20,185Net Assets 2024: $300,9832024

Highlighted filing

2013

Assets$132,277
Liabilities$863
Net Assets$131,414

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $327,6452010Expenses 2011: $355,8922011Expenses 2012: $364,6282012Revenue 2013: $430,664Expenses 2013: $340,623Net Income 2013: $90,0412013Revenue 2014: $352,343Expenses 2014: $386,745Net Income 2014: -$34,4022014Revenue 2015: $385,794Expenses 2015: $384,346Net Income 2015: $1,4482015Revenue 2016: $412,469Expenses 2016: $404,752Net Income 2016: $7,7172016Revenue 2017: $373,559Expenses 2017: $368,559Net Income 2017: $5,0002017Revenue 2018: $406,146Expenses 2018: $414,824Net Income 2018: -$8,6782018Revenue 2019: $418,568Expenses 2019: $400,517Net Income 2019: $18,0512019Revenue 2020: $381,857Expenses 2020: $275,746Net Income 2020: $106,1112020Revenue 2021: $508,827Expenses 2021: $442,888Net Income 2021: $65,9392021Revenue 2022: $644,100Expenses 2022: $546,952Net Income 2022: $97,1482022Revenue 2023: $729,236Expenses 2023: $612,519Net Income 2023: $116,7172023Revenue 2024: $455,494Expenses 2024: $685,357Net Income 2024: -$229,8632024

Highlighted filing

2013

Revenue$430,664
Expenses$340,623
Net Income$90,041
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 10, 2014
Return Version
2013v3.1
Gross Receipts
$439,984
Mission and Program Overview

Mission

The elm shakespeare company is a multi-cultural theatre company committed to establishing a discourse with the new haven community through the medium of shakespeare's plays.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,069$125,444▲ $91,375
Accounts Receivable$4,559$4,517▼ $42
Prepaid Expenses and Deferred Charges$3,278$2,316▼ $962
Total Assets$41,906$132,277▲ $90,371
Liabilities
Accounts Payable and Accrued Expenses$533$863▲ $330
Total Liabilities$533$863▲ $330
Net Assets / Fund Balance
Unrestricted Net Assets$41,373$120,414▲ $79,041
Temporarily Rstr Net Assets-$11,000-
Total Net Assets Fund Balance$41,373$131,414▲ $90,041
Total Liabilities and Net Assets / Fund Balance$41,906$132,277▲ $90,371
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew BoonePresident
B Joan HickeyDirector
Cheever TylerDirector
Christopher IllickDirector
David NewtonDirector
Evelyn GardDirector
Jennifer SpinachDirector
Jim WrightDirector
Jo-anne BasileDirector
Karyl EvansDirector
Louise EndelDirector
Mary PepeDirector
Sheila Allen BellDirector
William CurranDirector
Michael SheaOfficer
Heather CalabreseVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$370,352
Program Service Revenue
$32,953
Investment Income
$0
Other Revenue
$27,359
All Other Contributions
$336,839
Change in Net Assets
$90,041

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,664
Total Revenue per Audited Statements
$430,664
Total Revenue per Form 990
$430,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,215
Other Expenses$126,408
Total Fundraising Expense$42,373
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,716$12,372$29,409$186,497
All Other Expenses$11,192$3,448$200$14,840
Payroll Taxes$11,947$1,063$1,761$14,771
Other Employee Benefits$12,947--$12,947
Other Expenses$11,240-$9,100$11,240
Insurance$3,720$3,520-$7,240
Office Expenses-$6,840-$6,840
Fees for Services Accounting-$3,850-$3,850
Fees for Services Other--$1,903$1,903
Total Functional Expenses$267,157$31,093$42,373$340,623

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$340,623
Total Expenses per Audited Statements$340,623
Total Expenses per Form 990$340,623
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,199
Fundraising Direct Expenses$9,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$40,149$30,202$6,515$23,687
Event 2$5,997$5,997$2,805$3,192
Total Events$46,146$36,199$9,320$26,879
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board of directors designates individual responsible for review and approval of 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

The board of directors reviews all conflicts and acts upon them as they deem necessary.

Form 990, Page 6, Part VI, Line 15A

Compensation is reviewed, compared with other like size organizations, and approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

EIN
06-1426731
Phone
2033931436

Signing Officer

Name
Daniel Fitzmaurice
Title
Managing Director
Phone
2033931436
Signed
2014-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Boone
Formed
1995
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
35

Preparer

Preparer
Darin L Offerdahl Mba CPA
Phone
8606630110
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Help with production and administration of performances.

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

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IRS990/OtherExpensesGrp/TotalAmt117800
IRS990/OtherExpensesGrp/TotalAmt211294
IRS990/OtherExpensesGrp/TotalAmt311240
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0480
IRS990/OtherRevenueTotalAmt0480
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029409
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012372
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0144716
IRS990/OtherSalariesAndWagesGrp/TotalAmt0186497
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01761
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01063
IRS990/PayrollTaxesGrp/ProgramServicesAmt011947
IRS990/PayrollTaxesGrp/TotalAmt014771
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03278
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02316
IRS990/PrincipalOfficerNm0ANDREW BOONE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES AND SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032953
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0294654
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0125853
IRS990/PYOtherRevenueAmt023563
IRS990/PYProgramServiceRevenueAmt041078
IRS990/PYRevenuesLessExpensesAmt0-5333
IRS990/PYSalariesCompEmpBnftPaidAmt0238775
IRS990/PYTotalExpensesAmt0364628
IRS990/PYTotalRevenueAmt0359295
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt090041
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0360404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0252302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0269732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0310014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01487106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0107
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0194819
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt036199
IRS990ScheduleA/OtherIncome170Grp/TotalAmt036199
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97440
IRS990ScheduleA/PublicSupportTotal170Amt01487106
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0360404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0269732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0310014
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01487106
IRS990ScheduleA/TotalSupportAmt01526150
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt02738
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02738
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0340623
IRS990ScheduleD/RevenueSubtotalAmt0430664
IRS990ScheduleD/TotalExpensesPerForm990Amt0340623
IRS990ScheduleD/TotalRevenuePerForm990Amt0430664
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0430664
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0340623
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09947
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09947
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036199
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GALA EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026879
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09320
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06515
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02805
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HELP WITH PRODUCTION AND ADMINISTRATION OF PERFORMANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS DESIGNATES INDIVIDUAL RESPONSIBLE FOR REVIEW AND APPROVAL OF 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS ALL CONFLICTS AND ACTS UPON THEM AS THEY DEEM NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED, COMPARED WITH OTHER LIKE SIZE ORGANIZATIONS, AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041906
IRS990/TotalAssetsEOYAmt0132277
IRS990/TotalAssetsGrp/BOYAmt041906
IRS990/TotalAssetsGrp/EOYAmt0132277
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0370352
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042373
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031093
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267157
IRS990/TotalFunctionalExpensesGrp/TotalAmt0340623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0533
IRS990/TotalLiabilitiesEOYAmt0863
IRS990/TotalLiabilitiesGrp/BOYAmt0533
IRS990/TotalLiabilitiesGrp/EOYAmt0863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041373

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.20$3.01$4.55$6.85$2.30
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.18$5.31$7.29$6.13$1.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.06$4.14$6.44$5.47$0.97
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.29$0.12$3.17$5.09$4.43$0.66
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.03$2.52$3.82$2.76$1.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.04$1.46$4.19$4.01$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.03$1.27$4.06$4.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.08$1.36$3.74$3.69$0.05
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.06$0.00$1.06$4.12$4.05$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.08$0.98$3.86$3.84$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$3.52$3.87$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$4.31$3.41$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.41$3.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.08$0.47$3.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.02$0.67$3.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits