Civic Intelligence

Shaw Festival Foundation

990 • Fiscal year 2016 • EIN 22-2809351

Nov 01, 2015 to Oct 31, 2016 • Filed on Sep 13, 2017

Organization ProfileN/A
200 Delaware Avenue No 900Buffalo, NY 14202

(716) 416-7000

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

46th percentile

-6.7%

Higher net margin than 46% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

1st percentile

-56%

Faster asset growth than 1% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

7.8%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$53,913

Down $69,289 (-56%) from 2015

Net Assets

Down

$53,913

Down $69,289 (-56%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin46th percentile

Revenue

Up

$1,034,422

Up $74,553 (+7.8%) from 2015

Expenses

Up

$1,103,711

Up $179,118 (+19%) from 2015

Net Income

Down

-$69,289

Down $104,565 (-296%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $207,302Liabilities 2010: $0Net Assets 2010: $207,3022010Assets 2011: $115,037Liabilities 2011: $0Net Assets 2011: $115,0372011Assets 2012: $257,125Liabilities 2012: $0Net Assets 2012: $257,1252012Assets 2013: $106,770Liabilities 2013: $0Net Assets 2013: $106,7702013Assets 2014: $87,926Liabilities 2014: $0Net Assets 2014: $87,9262014Assets 2015: $123,202Liabilities 2015: $0Net Assets 2015: $123,2022015Assets 2016: $53,913Liabilities 2016: $0Net Assets 2016: $53,9132016Assets 2017: $157,320Liabilities 2017: $0Net Assets 2017: $157,3202017Assets 2018: $124,923Liabilities 2018: $0Net Assets 2018: $124,9232018Assets 2019: $130,791Liabilities 2019: $0Net Assets 2019: $130,7912019Assets 2020: $308,249Liabilities 2020: $0Net Assets 2020: $308,2492020Assets 2021: $848,753Liabilities 2021: $0Net Assets 2021: $848,7532021Assets 2022: $1,314,891Liabilities 2022: $585,951Net Assets 2022: $728,9402022Assets 2023: $1,680,720Liabilities 2023: $532,512Net Assets 2023: $1,148,2082023Assets 2024: $2,301,364Liabilities 2024: $684,899Net Assets 2024: $1,616,4652024

Highlighted filing

2016

Assets$53,913
Liabilities$0
Net Assets$53,913
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,149,964Expenses 2010: $1,037,285Net Income 2010: $112,6792010Revenue 2011: $1,090,671Expenses 2011: $1,182,936Net Income 2011: -$92,2652011Expenses 2012: $1,041,1412012Expenses 2013: $1,069,6062013Revenue 2014: $966,649Expenses 2014: $985,493Net Income 2014: -$18,8442014Revenue 2015: $959,869Expenses 2015: $924,593Net Income 2015: $35,2762015Revenue 2016: $1,034,422Expenses 2016: $1,103,711Net Income 2016: -$69,2892016Revenue 2017: $1,460,416Expenses 2017: $1,357,009Net Income 2017: $103,4072017Revenue 2018: $1,022,789Expenses 2018: $1,055,186Net Income 2018: -$32,3972018Revenue 2019: $1,250,515Expenses 2019: $1,244,647Net Income 2019: $5,8682019Revenue 2020: $1,238,443Expenses 2020: $1,060,985Net Income 2020: $177,4582020Revenue 2021: $1,691,543Expenses 2021: $1,128,836Net Income 2021: $562,7072021Revenue 2022: $2,052,299Expenses 2022: $1,422,931Net Income 2022: $629,3682022Revenue 2023: $1,341,047Expenses 2023: $1,358,544Net Income 2023: -$17,4972023Revenue 2024: $3,697,641Expenses 2024: $3,229,384Net Income 2024: $468,2572024

Highlighted filing

2016

Revenue$1,034,422
Expenses$1,103,711
Net Income-$69,289
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Sep 13, 2017
Return Version
2015v3.0
Gross Receipts
$1,043,025
Mission and Program Overview

Mission

To provide financial support to organizations described in section 501(c)(3)of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$123,202$53,913▼ $69,289
Rtn Earn Endowment Incm Other Fnds$123,202$53,913▼ $69,289
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$123,202$53,913▼ $69,289
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$123,202$53,913▼ $69,289
Total Liabilities and Net Assets / Fund Balance$123,202$53,913▼ $69,289
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
James M WadsworthPresident
George F Phillips JrVice President
Victor a RiceVice President
Ronald H LuczakSecretary
Thomas R HydeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,034,355
Program Service Revenue
$0
Investment Income
$67
Other Revenue
$0
All Other Contributions
$1,034,355
Change in Net Assets
$-69,289

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,034,422
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,034,422
Total Revenue per Form 990
$1,034,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,069,800
Other Expenses$33,911
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,069,800--$1,069,800
Fees for Services Other-$18,677-$18,677
Other Expenses-$901-$901
All Other Expenses-$280-$280
Total Functional Expenses$1,069,800$33,911$0$1,103,711

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,103,711
Total Expenses per Audited Statements$1,103,711
Total Expenses per Form 990$1,103,711
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,069,800

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesGrant Making00$1,069,800
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
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management functions are performed by bond, schoeneck & king, pllc.”

Form 990, Part VI, Section B, Line 11

“All officers of the organization have received a copy of form 990 for their review.”

Form 990, Part VI, Section B, Line 12C

“Review of policy and transactions at board's annual meeting.”

Form 990, Part VI, Section C, Line 19

“The founder's certification of incorporation and amendments thereto are public documents available from the new york state department of the state. The foundation makes available for inspection upon request its exempt and annual reports as required by section 6104 of the internal revenue code.”

Form 990, Part VI, Line 9

“Thomas hyde: 140 pearl street, suite 100, buffalo, ny 14202 george f. Phillips, jr.: one hsbc center, buffalo, ny 14203 victor a. Rice: 374 delaware avenue, suite 202, buffalo, ny 14202 james m. Wadsworth: 140 pearl street, buffalo, ny 14202 ronald luczak: 2495 main street, suite 340, buffalo, ny 14214”

Filing and Contact Details

Filer

Filer Name
Shaw Festival Foundation
EIN
22-2809351
Phone
7164167000
Address
200 DELAWARE AVENUE NO 900, BUFFALO, NY 14202

Signing Officer

Name
James Wadsworth
Title
President
Phone
7164167000
Signed
2017-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Wadsworth
Formed
1987
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Donna M Gonser
Phone
7168563300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The accounting method used to prepare the form 990 is the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

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.

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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt01069800
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PATRON DEVELOPMENT & ENDOWMENT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01069800
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EACH GRANT MADE IS SUBJECT TO A GRANT AGREEMENT WITH THE GRANTEE WHICH PROVIDES FOR PERIODIC REPORTING ON THE PART OF THE GRANTEE AND PROVIDES THE FOUNDATION WITH THE RIGHT TO INSPECT THE BOOKS AND RECORDS OF THE GRANTEE. PERIODIC REPORTS ARE RECEIVED.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01069800
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FUNCTIONS ARE PERFORMED BY BOND, SCHOENECK & KING, PLLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS OF THE ORGANIZATION HAVE RECEIVED A COPY OF FORM 990 FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW OF POLICY AND TRANSACTIONS AT BOARD'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDER'S CERTIFICATION OF INCORPORATION AND AMENDMENTS THERETO ARE PUBLIC DOCUMENTS AVAILABLE FROM THE NEW YORK STATE DEPARTMENT OF THE STATE. THE FOUNDATION MAKES AVAILABLE FOR INSPECTION UPON REQUEST ITS EXEMPT AND ANNUAL REPORTS AS REQUIRED BY SECTION 6104 OF THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THOMAS HYDE: 140 PEARL STREET, SUITE 100, BUFFALO, NY 14202 GEORGE F. PHILLIPS, JR.: ONE HSBC CENTER, BUFFALO, NY 14203 VICTOR A. RICE: 374 DELAWARE AVENUE, SUITE 202, BUFFALO, NY 14202 JAMES M. WADSWORTH: 140 PEARL STREET, BUFFALO, NY 14202 RONALD LUCZAK: 2495 MAIN STREET, SUITE 340, BUFFALO, NY 14214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0123202
IRS990/TotalAssetsEOYAmt053913
IRS990/TotalAssetsGrp/BOYAmt0123202
IRS990/TotalAssetsGrp/EOYAmt053913
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01034355
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01069800
IRS990/TotalFunctionalExpensesGrp/TotalAmt01103711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0123202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053913
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01069800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01034422
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123202
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt053913
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 DELAWARE AVENUE NO 900
IRS990/USAddress/CityNm0BUFFALO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WADSWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07164167000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAW FESTIVAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0222809351
ReturnHeader/Filer/PhoneNum07164167000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 DELAWARE AVENUE NO 900
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA M GONSER
ReturnHeader/ReturnTs02017-09-15T10:19:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,913
Liabilities
$0
Net assets
$53,913
Revenue
$1,034,422
Expenses
$1,103,711
Net income
-$69,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.68$1.62$3.70$3.23$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.53$1.15$1.34$1.36$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.59$0.73$2.05$1.42$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.69$1.13$0.56
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.24$1.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.25$1.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.02$1.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.46$1.36$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.03$1.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.96$0.92$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.97$0.99$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$1.04
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.09$1.18$0.09
2010Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.15$1.04$0.11