Civic Intelligence

Shakespeare Association of America

990 • Fiscal year 2019 • EIN 57-6057362

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

PO Box 1848University, MS 38677

(662) 915-2477

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$14,664

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

80th percentile

25%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$961,496

Up $192,383 (+25%) from 2018

Net Assets

Up

$961,494

Up $193,088 (+25%) from 2018

Liabilities

Down

$2

Down $705 (-100%) from 2018

Revenue

Up

$400,256

Up $52,802 (+15%) from 2018

Expenses

Down

$358,075

Down $34,761 (-8.8%) from 2018

Net Income

Up

$42,181

Up $87,563 (+193%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $502,448Liabilities 2011: $0Net Assets 2011: $502,4482011Assets 2013: $576,700Liabilities 2013: $0Net Assets 2013: $576,7002013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $659,801Liabilities 2015: $0Net Assets 2015: $659,8012015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $864,821Liabilities 2017: $0Net Assets 2017: $864,8212017Assets 2018: $769,113Liabilities 2018: $707Net Assets 2018: $768,4062018Assets 2019: $961,496Liabilities 2019: $2Net Assets 2019: $961,4942019Assets 2020: $1,157,761Liabilities 2020: $0Net Assets 2020: $1,157,7612020Assets 2021: $1,408,458Liabilities 2021: $0Net Assets 2021: $1,408,4582021Assets 2022: $1,138,779Liabilities 2022: $0Net Assets 2022: $1,138,7792022Assets 2023: $1,262,592Liabilities 2023: $0Net Assets 2023: $1,262,5922023Assets 2024: $1,460,896Liabilities 2024: $0Net Assets 2024: $1,460,8962024

Highlighted filing

2019

Assets$961,496
Liabilities$2
Net Assets$961,494

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $253,098Expenses 2011: $245,543Net Income 2011: $7,5552011Revenue 2013: $335,367Expenses 2013: $254,695Net Income 2013: $80,6722013Revenue 2014: $309,052Expenses 2014: $267,019Net Income 2014: $42,0332014Revenue 2015: $319,272Expenses 2015: $277,964Net Income 2015: $41,3082015Revenue 2016: $428,434Expenses 2016: $368,677Net Income 2016: $59,7572016Revenue 2017: $489,745Expenses 2017: $344,482Net Income 2017: $145,2632017Revenue 2018: $347,454Expenses 2018: $392,836Net Income 2018: -$45,3822018Revenue 2019: $400,256Expenses 2019: $358,075Net Income 2019: $42,1812019Revenue 2020: $216,585Expenses 2020: $147,971Net Income 2020: $68,6142020Revenue 2021: $238,090Expenses 2021: $151,737Net Income 2021: $86,3532021Revenue 2022: $324,289Expenses 2022: $367,979Net Income 2022: -$43,6902022Revenue 2023: $335,168Expenses 2023: $379,292Net Income 2023: -$44,1242023Revenue 2024: $455,594Expenses 2024: $377,142Net Income 2024: $78,4522024

Highlighted filing

2019

Revenue$400,256
Expenses$358,075
Net Income$42,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
Gross Receipts
$400,256
Mission and Program Overview

Mission

Further postdoctoral study of shakespeare

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$768,406$961,494▲ $193,088
Investments in Publicly Traded Securities$670,233$837,907▲ $167,674
Cash and Non-Interest-Bearing Accounts$98,880$114,141▲ $15,261
Accounts Receivable-$9,448-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$769,113$961,496▲ $192,383
Liabilities
Other Liabilities$707$2▼ $705
Total Liabilities$707$2▼ $705
Net Assets / Fund Balance
Total Net Assets Fund Balance$768,406$961,494▲ $193,088
Total Liabilities and Net Assets / Fund Balance$769,113$961,496▲ $192,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen RaberExecuitive DirectorPT$14,664$14,664

Board Members and Trustees

NameTitle
Katherine RowePresident
Natasha KordaVice-president
Erika T LinTrustee
Farah Karim-cooperTrustee
Joyce Green MacdonaldTrustee
Jyotsna G SinghTrustee
Lucy MunroTrustee
Ruben EspinosaTrustee
Ayanna ThompsonImmediate Past-pres
Revenue and Support

Revenue Composition

Contributions and Grants
$184,973
Program Service Revenue
$195,082
Investment Income
$17,126
Other Revenue
$3,075
All Other Contributions
$63,774
Change in Net Assets
$42,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,625
Salaries, Compensation, and Employee Benefits$15,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$38,704$16,020-$54,724
Office Expenses$24,226$1,833-$26,059
Other Expenses$24,358--$24,358
Current Officers, Directors, Trustees, and Key Employees-$15,450-$15,450
Fees for Services Legal-$5,080-$5,080
Travel$4,892--$4,892
Conferences and Meetings$250--$250
Interest-$51-$51
Total Functional Expenses$319,641$38,434$0$358,075
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regions Visa$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 organization makes these items available to the public upon request.

Form 990, Part VI, Section C, Line 18

The organization makes the 1023 and 990 available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

The organization makes the governing documents, confilict of interest policy, and financial statements available to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Shakespeare Association of America
EIN
57-6057362
Phone
6629152477
Address
PO BOX 1848, UNIVERSITY, MS 38677

Signing Officer

Name
Karen Raber
Title
Executive Director
Phone
9018330559
Signed
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Raber
Formed
1972
Legal Domicile
Ms
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Granthampoole Pllc
Address
1200 JEFFERSON AVENUE STE 206, OXFORD, MS 38655
Preparer
William a Sanders CPA
Phone
6622348130
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Conference materials: program service expenses 14,064. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,064. Facility fees: program service expenses 11,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,070. Coaching: program service expenses 8,813. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,813. Website and database hosting: program service expenses 0. Management and general expenses 8,204. Fundraising expenses 0. Total expenses 8,204. Dues and subscriptions: program service expenses 0. Management and general expenses 4,356. Fundraising expenses 0. Total expenses 4,356. Meals for contractors: program service expenses 2,637. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,637. Honorarium: program service expenses 0. Management and general expenses 2,100. Fundraising expenses 0. Total expenses 2,100. Interpreter: program service expenses 1,525. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,525. Refunds: program service expenses 0. Management and general expenses 1,360. Fundraising expenses 0. Total expenses 1,360. Additional meeting services: program service expenses 500. Management and general expenses 0. Fundraising expenses 0. Total expenses 500. Miscellaneous: program service expenses 95. Management and general expenses 0. Fundraising expenses 0. Total expenses 95.

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt088245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03171
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0174677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019840
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048144
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0174677
IRS990ScheduleA/InvestmentIncomeCYPct00.09020
IRS990ScheduleA/InvestmentIncomePYPct00.09730
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90980
IRS990ScheduleA/PublicSupportPY509Pct00.90270
IRS990ScheduleA/PublicSupportTotal509Amt01761923
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0380417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0332177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0372533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0366760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0310036
IRS990ScheduleA/Total509Grp/TotalAmt01761923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0400257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0347454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0460778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0414904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0313207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01936600
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGIONS VISA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES THESE ITEMS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES THE 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFILICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE MATERIALS: PROGRAM SERVICE EXPENSES 14,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,064. FACILITY FEES: PROGRAM SERVICE EXPENSES 11,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,070. COACHING: PROGRAM SERVICE EXPENSES 8,813. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,813. WEBSITE AND DATABASE HOSTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,204. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,204. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,356. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,356. MEALS FOR CONTRACTORS: PROGRAM SERVICE EXPENSES 2,637. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,637. HONORARIUM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,100. INTERPRETER: PROGRAM SERVICE EXPENSES 1,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,525. REFUNDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,360. ADDITIONAL MEETING SERVICES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 95. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319641
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IRS990/TotalLiabilitiesGrp/EOYAmt02
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0961494
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0319641
IRS990/TotalProgramServiceRevenueAmt0195082
IRS990/TotalReportableCompFromOrgAmt014664
IRS990/TotalRevenueGrp/ExclusionAmt017126
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0400256
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04892
IRS990/TravelGrp/TotalAmt04892
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0UNIVERSITY OF MISSISSIPPI W203
IRS990/USAddress/AddressLine2Txt0BONDURANT HALL
IRS990/USAddress/CityNm0UNIVERSITY
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IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0SHAKESPEAREASSOCIATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN RABER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09018330559
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKESPEARE ASSOCIATION OF AMERICA
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ReturnHeader/Filer/PhoneNum06629152477
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.8.237.131

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