Civic Intelligence

Shakespeare Globe Centre - USA Inc

EIN 36-3136379 • 501(c)3 • New York, NY

Profile

The purpose of the organization is to support theater, educational, and research projects at shakespeare's globe in the united kingdom and to expand the reach of shakespeare's globe through educational, outreach and developmental projects in the united states and around the world.

90 East End Avenue 21ANew York, NY 10028

shakespearesglobe.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

46th percentile

-3.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$64,382

Down $36,501 (-36%) from 2023

Liabilities

Down

$0

Down $5,000 (-100%) from 2023

Net Assets

Down

$64,382

Down $31,501 (-33%) from 2023

Revenue

Down

$140,855

Down $46,241 (-25%) from 2023

Expenses

Up

$172,356

Up $14,435 (+9.1%) from 2023

Net Income

Down

-$31,501

Down $60,676 (-208%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $365,739Liabilities 2015: $4,750Net Assets 2015: $360,9892015Assets 2016: $562,835Liabilities 2016: $51,035Net Assets 2016: $511,8002016Assets 2017: $635,524Liabilities 2017: $55,960Net Assets 2017: $579,5642017Assets 2018: $392,666Liabilities 2018: $4,500Net Assets 2018: $388,1662018Assets 2019: $306,090Liabilities 2019: $4,500Net Assets 2019: $301,5902019Assets 2020: $302,224Liabilities 2020: $9,000Net Assets 2020: $293,2242020Assets 2021: $62,511Liabilities 2021: $9,000Net Assets 2021: $53,5112021Assets 2022: $80,708Liabilities 2022: $14,000Net Assets 2022: $66,7082022Assets 2023: $100,883Liabilities 2023: $5,000Net Assets 2023: $95,8832023Assets 2024: $64,382Liabilities 2024: $0Net Assets 2024: $64,3822024

Highlighted filing

2024

Assets$64,382
Liabilities$0
Net Assets$64,382

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $261,447Expenses 2015: $552,816Net Income 2015: -$291,3692015Revenue 2016: $254,265Expenses 2016: $103,454Net Income 2016: $150,8112016Revenue 2017: $447,631Expenses 2017: $379,867Net Income 2017: $67,7642017Revenue 2018: $135,730Expenses 2018: $322,810Net Income 2018: -$187,0802018Revenue 2019: $262,220Expenses 2019: $362,096Net Income 2019: -$99,8762019Revenue 2020: $307,360Expenses 2020: $315,186Net Income 2020: -$7,8262020Revenue 2021: $158,136Expenses 2021: $377,849Net Income 2021: -$219,7132021Revenue 2022: $152,445Expenses 2022: $132,707Net Income 2022: $19,7382022Revenue 2023: $187,096Expenses 2023: $157,921Net Income 2023: $29,1752023Revenue 2024: $140,855Expenses 2024: $172,356Net Income 2024: -$31,5012024

Highlighted filing

2024

Revenue$140,855
Expenses$172,356
Net Income-$31,501

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$141,378
Mission and Program Overview

Mission

Support of educational & research programs at the international shakespeare globe centre and developement of programs in the u.s.

Support of educational and research programs at the shakespeare globe trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,323$23,142▲ $15,819
Savings and Temporary Cash Investments-$20,981-
Accounts Receivable$407$15,000▲ $14,593
Investments in Publicly Traded Securities$93,153$5,259▼ $87,894
Total Assets$100,883$64,382▼ $36,501
Liabilities
Accounts Payable and Accrued Expenses$5,000--
Total Liabilities$5,000$0▼ $5,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,883$64,382▼ $31,501
Total Net Assets Fund Balance$95,883$64,382▼ $31,501
Total Liabilities and Net Assets / Fund Balance$100,883$64,382▼ $36,501
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan JonesChair
Michael S LebovitzVice Chair & Secretary
Amy KligerDirector
Chris UzelacDirector
Christie WeissDirector
Ed WintersDirector
Jayne-anne GadhiaDirector
Joseph MarcellDirector
Mia MonaeDirector
Stella KanuDirector
Gerald CromackTreasurer - Incoming
Raphael RoeslerTreasurer - Outgoing
Revenue and Support

Revenue Composition

Contributions and Grants
$134,451
Program Service Revenue
$0
Investment Income
$6,404
Other Revenue
$0
All Other Contributions
$134,451
Change in Net Assets
$-31,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,000
Other Expenses$7,356
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$165,000--$165,000
Insurance-$3,487-$3,487
Fees for Services Accounting-$1,800-$1,800
Other Expenses-$1,753-$1,753
Occupancy$200--$200
Office Expenses-$116-$116
Total Functional Expenses$165,200$7,156$0$172,356
International Activity

International Summary

Offices
0
Employees
0
Spending
$165,000

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
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmaking.Grantmaking.00$165,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-THREE BOARD MEMBERS ARE TRUSTEES AND/OR AN EMPLOYEE OF SHAKESPEARE'S GLOBE.GRANTS TO SUPPORT THE SHAKESPEARE'S GLOBE UK MISSION.No$165,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No

Governance Explanations

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

The 990 has been reviewed by a group of persons authorized to review financial and audit matters prior to filing. The final 990 (filed with the irs) will be availible at the next meeting of the board for inspection. In addition, upon request of any boardmember, a copy will be provided. If there are any material changes, an amended 990 will be filed.

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

The organization enforces the conflict of interest policy by monitoring known relationships, questionnaires, and noting any changes in disclosed information.

Form 990, Part VI, Section C, Line 19

Financial statements & other documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shakespeare Globe Centre - USA Inc
EIN
36-3136379
Phone
6462506540
Address
90 EAST END AVENUE 21A, NEW YORK, NY 10028

Signing Officer

Name
Alan Jones
Title
Chair
Phone
6462506540
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Jones
Formed
1981
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
William Skody
Phone
2129671100
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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
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0165000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTMAKING.
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0165000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0165000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0165000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BOARD MEMBERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0THREE BOARD MEMBERS ARE TRUSTEES AND/OR AN EMPLOYEE OF SHAKESPEARE'S GLOBE.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0165000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0GRANTS TO SUPPORT THE SHAKESPEARE'S GLOBE UK MISSION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL 990 (FILED WITH THE IRS) WILL BE AVAILIBLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION. IN ADDITION, UPON REQUEST OF ANY BOARDMEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED 990 WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS & OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0100883
IRS990/TotalAssetsEOYAmt064382
IRS990/TotalAssetsGrp/BOYAmt0100883
IRS990/TotalAssetsGrp/EOYAmt064382
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134451
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0165200
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172356
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0165200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064382
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt090 EAST END AVENUE 21A
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010028
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0SHAKESPEARESGLOBE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06462506540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKESPEARE GLOBE CENTRE - USA INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0363136379
ReturnHeader/Filer/PhoneNum06462506540
ReturnHeader/Filer/USAddress/AddressLine1Txt090 EAST END AVENUE 21A
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133597814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKODY SCOT & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 EIGHTH AVE SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018

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