Civic Intelligence

Shakespeare Play On

990 • Fiscal year 2014 • EIN 46-4635444

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

500 Chestnut StSanta Cruz, CA 95060

(831) 460-6396

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$60,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

100th percentile

83336700%

Faster asset growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Up

$833,368

Up $833,367 (+83336700%) from 2013

Net Assets

$828,075

No earlier filing loaded for comparison.

Liabilities

Up

$5,293

Up $5,293 from 2013

Revenue

Up

$1,763,542

Up $1,763,542 from 2013

Expenses

Up

$935,467

Up $935,467 from 2013

Net Income

Up

$828,075

Up $828,075 from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $833,368Liabilities 2014: $5,293Net Assets 2014: $828,0752014Assets 2015: $1,050,418Liabilities 2015: $3,986Net Assets 2015: $1,046,4322015Assets 2016: $2,444,878Liabilities 2016: $441,600Net Assets 2016: $2,003,2782016Assets 2017: $2,270,204Liabilities 2017: $230,485Net Assets 2017: $2,039,7192017Assets 2018: $1,782,301Liabilities 2018: $6,354Net Assets 2018: $1,775,9472018Assets 2019: $1,988,802Liabilities 2019: $16,815Net Assets 2019: $1,971,9872019Assets 2020: $2,385,619Liabilities 2020: $25,208Net Assets 2020: $2,360,4112020Assets 2021: $3,202,482Liabilities 2021: $49,972Net Assets 2021: $3,152,5102021Assets 2022: $3,061,439Liabilities 2022: $65,777Net Assets 2022: $2,995,6622022Assets 2023: $2,808,691Liabilities 2023: $55,168Net Assets 2023: $2,753,5232023Assets 2024: $2,805,677Liabilities 2024: $92,736Net Assets 2024: $2,712,9412024

Highlighted filing

2014

Assets$833,368
Liabilities$5,293
Net Assets$828,075

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $1,763,542Expenses 2014: $935,467Net Income 2014: $828,0752014Revenue 2015: $1,279,827Expenses 2015: $1,061,470Net Income 2015: $218,3572015Revenue 2016: $2,206,249Expenses 2016: $1,249,403Net Income 2016: $956,8462016Revenue 2017: $1,450,983Expenses 2017: $1,425,231Net Income 2017: $25,7522017Revenue 2018: $1,191,118Expenses 2018: $1,449,120Net Income 2018: -$258,0022018Revenue 2019: $1,672,541Expenses 2019: $1,487,158Net Income 2019: $185,3832019Revenue 2020: $1,218,414Expenses 2020: $829,990Net Income 2020: $388,4242020Revenue 2021: $2,096,481Expenses 2021: $1,304,382Net Income 2021: $792,0992021Revenue 2022: $1,960,117Expenses 2022: $2,100,383Net Income 2022: -$140,2662022Revenue 2023: $2,121,371Expenses 2023: $2,363,510Net Income 2023: -$242,1392023Revenue 2024: $2,668,319Expenses 2024: $2,708,901Net Income 2024: -$40,5822024

Highlighted filing

2014

Revenue$1,763,542
Expenses$935,467
Net Income$828,075
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Gross Receipts
$1,763,542
Mission and Program Overview

Mission

Inspired by shakespeare, we create and strengthen community by bringing audiences and theatre artists together to celebrate stories about our collective humanity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$776,563-
Pledges and Grants Receivable-$25,600-
Prepaid Expenses and Deferred Charges-$3,850-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$0$833,368▲ $833,368
Other Assets Total-$27,355-
Liabilities
Accounts Payable and Accrued Expenses-$5,293-
Total Liabilities$0$5,293▲ $5,293
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$820,631-
Unrestricted Net Assets-$7,444-
Total Net Assets Fund Balance$0$828,075▲ $828,075
Total Liabilities and Net Assets / Fund Balance$0$833,368▲ $833,368
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Aimee ZygmonskiManaging DirectorFT$60,000$60,000
Mike RyanCo-artistic DirectorPT$46,200$46,200

Board Members and Trustees

NameTitle
William RichterPresident
Renee WinterVice President
Audrey StanleyBoard Member
Jean ShimoguchiSecretary
Jane BeckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,365,772
Program Service Revenue
$397,770
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,365,772
Change in Net Assets
$828,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,099
Salaries, Compensation, and Employee Benefits$424,368
Total Fundraising Expense$69,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$222,086$450$1,812$224,348
Current Officers, Directors, Trustees, and Key Employees$77,066$40,822$12,484$130,372
Fees for Services Other$33,319$62,561-$95,880
Occupancy$82,974$6,949-$89,923
Fees for Services Management$36,574-$40,535$77,109
Other Expenses$75,263--$75,263
Advertising$58,996$1,055$895$60,946
Insurance-$44,800-$44,800
Payroll Taxes$32,327$2,854-$35,181
Other Employee Benefits$18,998$7,728-$26,726
Travel$25,466$13-$25,479
Office Expenses$3,596$7,727$13,037$24,360
Fees for Services Accounting-$11,030-$11,030
Pension Plan Contributions$7,741--$7,741
Conferences and Meetings$3,340$486$430$4,256
Fees for Services Legal-$1,199-$1,199
Royalties$580--$580
Information Technology$31$243-$274
Total Functional Expenses$678,357$187,917$69,193$935,467
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Line 11B: Form 990 Review Process

Reviewed, discussed, and approved at regular board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Compliance and changes in circumstances will be discussed at annual board meeting.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Researched compensation for similar positions in the geographic area

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Come see copy in office or receive electronically

Filing and Contact Details

Filer

Filer Name
Shakespeare Play on
EIN
46-4635444
Phone
8314606396
Address
500 CHESTNUT ST, SANTA CRUZ, CA 95060

Signing Officer

Name
Aimee Zygmonski
Title
Managing Director
Signed
2015-04-27
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
46
Volunteers
200

Preparer

Firm
Al Walters CPA
Address
PO BOX 524, CAPITOLA, CA 95010-0524
Preparer
Alvin L Walters
Phone
8317500429
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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/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ProgramServicesAmt0580
IRS990/RoyaltiesGrp/TotalAmt0580
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0545141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0545141
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0397770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0397770
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0942911
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED, DISCUSSED, AND APPROVED AT REGULAR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE AND CHANGES IN CIRCUMSTANCES WILL BE DISCUSSED AT ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESEARCHED COMPENSATION FOR SIMILAR POSITIONS IN THE GEOGRAPHIC AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COME SEE COPY IN OFFICE OR RECEIVE ELECTRONICALLY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0820631
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0833368
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IRS990/TotalContributionsAmt01365772
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069193
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0187917
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0678357
IRS990/TotalFunctionalExpensesGrp/TotalAmt0935467
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt05293
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05293
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0828075
IRS990/TotalProgramServiceExpensesAmt0678357
IRS990/TotalProgramServiceRevenueAmt0397770
IRS990/TotalReportableCompFromOrgAmt0106200
IRS990/TotalRevenueGrp/ExclusionAmt0397770
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01763542
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0833368
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt013
IRS990/TravelGrp/ProgramServicesAmt025466
IRS990/TravelGrp/TotalAmt025479
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07444
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMEE ZYGMONSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKESPEARE PLAY ON
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0464635444
ReturnHeader/Filer/PhoneNum08314606396
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 CHESTNUT ST
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AL WALTERS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 524
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAPITOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950100524
ReturnHeader/PreparerPersonGrp/PhoneNum08317500429
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alvin L Walters
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-27T14:16:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.09$2.71$2.67$2.71$0.04
2023Summary only. Only limited summary data is available for this year.$2.81$0.06$2.75$2.12$2.36$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.07$3.00$1.96$2.10$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.05$3.15$2.10$1.30$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.03$2.36$1.22$0.83$0.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.02$1.97$1.67$1.49$0.19
2018Summary only. Only limited summary data is available for this year.$1.78$0.01$1.78$1.19$1.45$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.23$2.04$1.45$1.43$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.44$2.00$2.21$1.25$0.96
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.28$1.06$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.83$1.76$0.94$0.83
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00