Civic Intelligence

Worcester Shakespeare Company Ltd

990EZ • Fiscal year 2015 • EIN 27-2220101

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 15, 2016

220 Great Barrington RdHousatonic, MA 01236-9625

(413) 232-0003

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$10,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$78,902

Up $28,471 (+56%) from 2014

Net Assets

Up

$78,204

Up $28,061 (+56%) from 2014

Liabilities

Up

$698

Up $410 (+142%) from 2014

Revenue

Up

$97,483

Up $3,121 (+3.3%) from 2014

Expenses

Down

$69,422

Down $9,110 (-12%) from 2014

Net Income

Up

$28,061

Up $12,231 (+77%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $10,665Liabilities 2012: $0Net Assets 2012: $10,6652012Assets 2013: $34,334Liabilities 2013: $21Net Assets 2013: $34,3132013Assets 2014: $50,431Liabilities 2014: $288Net Assets 2014: $50,1432014Assets 2015: $78,902Liabilities 2015: $698Net Assets 2015: $78,2042015Assets 2016: $103,358Liabilities 2016: $269Net Assets 2016: $103,0892016Assets 2017: $123,850Liabilities 2017: $316Net Assets 2017: $123,5342017Assets 2018: $143,458Liabilities 2018: $728Net Assets 2018: $142,7302018Assets 2020: $141,174Net Assets 2020: $141,1742020Assets 2021: $143,771Net Assets 2021: $143,7712021Assets 2022: $135,239Net Assets 2022: $135,2392022Assets 2023: $134,517Liabilities 2023: $2,478Net Assets 2023: $132,0392023Assets 2024: $128,364Liabilities 2024: $2,481Net Assets 2024: $125,8832024

Highlighted filing

2015

Assets$78,902
Liabilities$698
Net Assets$78,204

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $42,958Expenses 2012: $40,764Net Income 2012: $2,1942012Revenue 2013: $90,375Expenses 2013: $66,727Net Income 2013: $23,6482013Revenue 2014: $94,362Expenses 2014: $78,532Net Income 2014: $15,8302014Revenue 2015: $97,483Expenses 2015: $69,422Net Income 2015: $28,0612015Revenue 2016: $103,249Expenses 2016: $78,364Net Income 2016: $24,8852016Revenue 2017: $89,517Expenses 2017: $69,072Net Income 2017: $20,4452017Revenue 2018: $80,051Expenses 2018: $60,855Net Income 2018: $19,1962018Revenue 2020: $5,000Expenses 2020: $2,470Net Income 2020: $2,5302020Revenue 2021: $10,000Expenses 2021: $7,403Net Income 2021: $2,5972021Revenue 2022: $0Expenses 2022: $8,532Net Income 2022: -$8,5322022Revenue 2023: $0Expenses 2023: $3,200Net Income 2023: -$3,2002023Revenue 2024: $0Expenses 2024: $6,156Net Income 2024: -$6,1562024

Highlighted filing

2015

Revenue$97,483
Expenses$69,422
Net Income$28,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 15, 2016
Return Version
2015v2.1
Gross Receipts
$97,483
Mission and Program Overview

Mission

Shakespeare for education and community

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PERFORMS SEASONAL SHAKESPEARE PLAYS FOR THE LOCAL COMMUNITY PARTICULARLY LOW INCOME COMMUNITY MEMBERS EDUCATION AND TRAINING OF STUDENT ACTORS AND DESIGNERS-$69,422
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN THOMAS COBBPresidentPT$10,000-$10,000
DAVID FULLERTONTreasurer-$0--
CHRISTOPHER GATESSecretary-$0--
GILLIAN GRIFFITHSecretary-$0--
DUANE BOUTTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Worcester Shakespeare Company Ltd
EIN
27-2220101
Address
220 GREAT BARRINGTON RD, HOUSATONIC, MA 01236-9625

Signing Officer

Name
Melvin Thomas Cobb
Title
President
Phone
4132320003
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Aaron T White CPA
Address
90 Madison Street, Worcester, MA 01608
Preparer
Aaron T White
Phone
7745261431
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdepreciation from 4562 2,787licenses 54costumes 7,950supplies 380set lights props 2,679insurance 990telephone 293housing 5,123meals 12,648travel 8,974promotion 1,157computer 89other 373

Description of total liabilities Part II line 26

Category beginning of year end of yearpayroll withholding 250 270credit card payable 38 428

Raw XML Appendix154 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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IRS990EZ/BooksInCareOfDetail/PersonNm0MELVIN THOMAS COBB
IRS990EZ/BooksInCareOfDetail/PhoneNum04132320003
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 GREAT BARRINGTON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSATONIC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001236
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELVIN THOMAS COBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER GATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GILLIAN GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DUANE BOUTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt043497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0SHAKESPEARE FOR EDUCATION AND COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt01535
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069422
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IRS990EZ/SalariesOtherCompEmplBnftAmt011153
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WORCESTER SHAKESPEARE COMPANY LTD RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM THE GENERAL PUBLIC AS AN ORGANIZATION DEFINED UNDER IRC 170(B)(1)(A)(VI). THE ORGANIZATION MEETS THE 10% PUBLIC SUPPORT FACTS AND CIRCUMSTANCES TEST TO QUALIFY AS A PUBLICALLY SUPPORTED ORGANIZATION AS OUTLINE BY TREASURY REGULATION 1.170A-9(F)(3) AS FOLLOWS:1. THE ORGANIZATION IS A SEASONAL SUMMER THEATRICAL PERFORMANCE ORGANIZATION THAT SOLICITS DONATIONS YEAR-ROUND ON ITS WEBSITE AT HTTP://WWW.WORCESTERSHAKESPEARECOMPANY.ORG/. IT ALSO SOLICITS DONATIONS DURING THE PERFORMANCE OF THE PERFORMANCES.2. THE BOARD OF DIRECTORS CONSISTS OF A REPRESENTATIVE GROUP OF MEMBERS OF WORCESTER MASSACHUSETTS COMMUNITY. THEY REPRESENT THEATRE PROFESSIONALS, BUSINESS OWNERS AND OTHER LOCAL PROFESSIONALS WHO HAVE AN INTEREST IN CULTURAL ACTIVITY FOR THE COMMUNITY IN WORCESTER COUNTY.3. THE ORGANIZATION APPEALS TO THE PUBLICS NEED FOR CULTURAL PERFORMANCES BY PERFORMING TRADITIONAL SHAKESPEARE PLAYS ON AN OUTDOOR STAGE FOR TWO MONTHS DURING THE SUMMER. THE ORGANIZATION HAS PERFORMED THIS SERVICE FOR EACH OF THE PRIOR SIX YEARS. 4. THE ORGANIZATION OPERATES IN THE INTEREST OF A BROAD SECTION OF THE PUBLIC BY PROVIDING LOW COST ADMISSION TO OUTDOOR PERFORMANCES AT ITS WHITINSVILLE, MA LOCATION EACH SUMMER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 2,787LICENSES 54COSTUMES 7,950SUPPLIES 380SET LIGHTS PROPS 2,679INSURANCE 990TELEPHONE 293HOUSING 5,123MEALS 12,648TRAVEL 8,974PROMOTION 1,157COMPUTER 89OTHER 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL WITHHOLDING 250 270CREDIT CARD PAYABLE 38 428
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN THOMAS COBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04132320003
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORCESTER SHAKESPEARE COMPANY LTD
ReturnHeader/Filer/BusinessNameControlTxt0WORC
ReturnHeader/Filer/EIN0272220101
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 GREAT BARRINGTON RD
ReturnHeader/Filer/USAddress/CityNm0HOUSATONIC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0012369625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271147399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aaron T White CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 Madison Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum07745261431
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON T WHITE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-17T17:52:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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