Civic Intelligence

Southwest Shakespeare Company Inc

EIN 86-0764708 • 501(c)3 • Mesa, AZ

Profile

Theatre company to educate and entertain through performances of works of classical theatre

PO Box 30595Mesa, AZ 85275

www.swshakespeare.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.91x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

38th percentile

-4.1%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

19th percentile

-46%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

45th percentile

-5.2%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$25,915

Down $47,112 (-65%) from 2024

Liabilities

Down

$23,565

Down $27,959 (-54%) from 2024

Net Assets

Down

$2,350

Down $19,153 (-89%) from 2024

Revenue

Down

$466,169

Down $124,496 (-21%) from 2024

Expenses

Down

$485,322

Down $144,048 (-23%) from 2024

Net Income

Up

-$19,153

Up $19,552 (+51%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2011: $89,444Liabilities 2011: $121,889Net Assets 2011: -$32,4452011Assets 2012: $59,794Liabilities 2012: $119,927Net Assets 2012: -$60,1332012Assets 2013: $46,821Liabilities 2013: $92,148Net Assets 2013: -$45,3272013Assets 2014: $43,356Liabilities 2014: $77,370Net Assets 2014: -$34,0142014Assets 2015: $44,325Liabilities 2015: $174,235Net Assets 2015: -$129,9102015Assets 2016: $265,041Liabilities 2016: $99,565Net Assets 2016: $165,4762016Assets 2017: $350,227Liabilities 2017: $74,715Net Assets 2017: $275,5122017Assets 2018: $263,814Liabilities 2018: $66,807Net Assets 2018: $197,0072018Assets 2019: $154,454Liabilities 2019: $32,371Net Assets 2019: $122,0832019Assets 2020: $127,033Liabilities 2020: $56,553Net Assets 2020: $70,4802020Assets 2021: $244,876Liabilities 2021: $48,247Net Assets 2021: $196,6292021Assets 2022: $209,572Liabilities 2022: $51,106Net Assets 2022: $158,4662022Assets 2023: $90,412Liabilities 2023: $30,204Net Assets 2023: $60,2082023Assets 2024: $73,027Liabilities 2024: $51,524Net Assets 2024: $21,5032024Assets 2025: $25,915Liabilities 2025: $23,565Net Assets 2025: $2,3502025

Highlighted filing

2025

Assets$25,915
Liabilities$23,565
Net Assets$2,350

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $407,208Expenses 2011: $431,120Net Income 2011: -$23,9122011Revenue 2012: $400,518Expenses 2012: $428,208Net Income 2012: -$27,6902012Revenue 2013: $532,938Expenses 2013: $518,136Net Income 2013: $14,8022013Revenue 2014: $801,459Expenses 2014: $790,146Net Income 2014: $11,3132014Revenue 2015: $554,300Expenses 2015: $650,196Net Income 2015: -$95,8962015Revenue 2016: $545,279Expenses 2016: $308,673Net Income 2016: $236,6062016Revenue 2017: $433,603Expenses 2017: $438,567Net Income 2017: -$4,9642017Revenue 2018: $442,884Expenses 2018: $528,555Net Income 2018: -$85,6712018Revenue 2019: $446,680Expenses 2019: $522,629Net Income 2019: -$75,9492019Revenue 2020: $496,396Expenses 2020: $547,999Net Income 2020: -$51,6032020Revenue 2021: $279,029Expenses 2021: $152,880Net Income 2021: $126,1492021Revenue 2022: $540,529Expenses 2022: $578,692Net Income 2022: -$38,1632022Revenue 2023: $518,796Expenses 2023: $554,992Net Income 2023: -$36,1962023Revenue 2024: $590,665Expenses 2024: $629,370Net Income 2024: -$38,7052024Revenue 2025: $466,169Expenses 2025: $485,322Net Income 2025: -$19,1532025

Highlighted filing

2025

Revenue$466,169
Expenses$485,322
Net Income-$19,153

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.26$0.24$0.02$4.66$4.85$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.52$0.22$5.91$6.29$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.30$0.60$5.19$5.55$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.51$1.58$5.41$5.79$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.48$1.97$2.79$1.53$1.26
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.57$0.70$4.96$5.48$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.32$1.22$4.47$5.23$0.76
2018Summary only. Only limited summary data is available for this year.$2.64$0.67$1.97$4.43$5.29$0.86
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.75$2.76$4.34$4.39$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.65$1.00$1.65$5.45$3.09$2.37
2015Detailed filing. Detailed filing data is available for this year.$0.44$1.74$1.30$5.54$6.50$0.96
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.77$0.34$8.01$7.90$0.11
2013Summary only. Only limited summary data is available for this year.$0.47$0.92$0.45$5.33$5.18$0.15
2012Summary only. Only limited summary data is available for this year.$0.60$1.20$0.60$4.01$4.28$0.28
2011Summary only. Only limited summary data is available for this year.$0.89$1.22$0.32$4.07$4.31$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.0
Gross Receipts
$466,169
Mission and Program Overview

Mission

Theatre company to educate and entertain through performances of works of classical theatre

Theater company to educate and entertain through performances of works of classical theatre

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,188$16,717▲ $15,529
Prepaid Expenses and Deferred Charges-$5,745-
Land, Buildings, and Equipment, Net$6,404$3,423▼ $2,981
Accounts Receivable$65,435$30▼ $65,405
Total Assets$73,027$25,915▼ $47,112
Liabilities
Accounts Payable and Accrued Expenses$33,744--
Deferred Revenue$1,780$23,565▲ $21,785
Unsecured Notes Loans Payable$16,000--
Total Liabilities$51,524$23,565▼ $27,959
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,503$2,350▼ $19,153
Total Net Assets Fund Balance$21,503$2,350▼ $19,153
Total Liabilities and Net Assets / Fund Balance$73,027$25,915▼ $47,112

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,423$11,480$14,903
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laurie GoldsteinPresident
Bill WayBoard Member
Charles GoldsteinBoard Member
Cindy OrnsteinBoard Member
Claude JacksonBoard Member
David Ira GoldsteinBoard Member
Micha EspinosaBoard Member
Raj SivananthanBoard Member
Rebecca DriggsBoard Member
Tiffany LopezBoard Member
Dan CampbellTreasurer
Mary WayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$308,046
Program Service Revenue
$158,123
Investment Income
$0
Other Revenue
$0
All Other Contributions
$198,029
Change in Net Assets
$-19,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$287,399
Other Expenses$197,923
Total Fundraising Expense$21,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$218,195$69,204-$287,399
Fees for Services Other$46,439$1,018$21,566$69,023
Office Expenses$763$39,592-$40,355
Occupancy$30,007$944-$30,951
Advertising-$29,271-$29,271
Travel$5,018$3,965-$8,983
Fees for Services Legal-$7,507-$7,507
Insurance-$6,360-$6,360
Depreciation Depletion$2,981--$2,981
Other Expenses$615$468-$468
Total Functional Expenses$304,018$159,738$21,566$485,322
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The president and business manager review the 990 prior to filing. The board is provided with a copy.

Form 990, Page 6, Part VI, Line 12C

The board of directors reviews the conflict statements that are completed each year. If a potential conflict has surfaced, the board discusses the matter and determines if the situation will interfere with the individual's ability to act in the best interests of the organization. When possible, a plan to mitigate the conflict will be developed. If mitigation is not possible, the affected individual will be asked to resign their position.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Southwest Shakespeare Company Inc
EIN
86-0764708
Phone
6022950493
Address
PO BOX 30595, MESA, AZ 85275

Signing Officer

Name
Laurie Goldstein
Title
President
Phone
6022950493
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Campbell
Formed
1994
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
15

Preparer

Firm
Price Kong & Co Cpas Pa
Address
645 E MISSOURI AVE STE 380, PHOENIX, AZ 85012-1410
Preparer
Brian K Walker CPA
Phone
6027766300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

There are schools and communities that cannot, for a variety of reasons, come to the mesa arts center to see our full-length productions. For these interested parties, we have developed a touring show of no more than 90 minutes that is generally performed by a cadre of eight performers. In addition to the performance itself, these actors often provide a workshop prior or after the performance giving the students more information about shakespeare, his life and times. Every season southwest shakespeare company produces a professional season of at least five classical plays for season subscribers and the general public that includes three to four works of william shakespeare and/or one to two works selected from the classical repertoire. These productions are produced using the finest local and regional artists and designers, augmented by nationally-respected professionals from around the country. Only the highest of standards are aspired to in these productions, in sets, lights, costumes, and other production values. Our company was named by get out magazine as best theatre in phoenix for 2005-6, and has received numerous arizoni theatre awards for excellence, including five best production of the year awards, and numerous "best actor" awards.

Form 990, Part IX, Line 11G

Production 46,439 0 21,566 continuing education 0 1,018 0 total 46,439 1,018 21,566

Raw XML AppendixShowing 400 of 401 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033744
IRS990/AccountsReceivableGrp/BOYAmt065435
IRS990/AccountsReceivableGrp/EOYAmt030
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THEATER COMPANY TO EDUCATE AND ENTERTAIN THROUGH PERFORMANCES OF WORKS OF CLASSICAL THEATRE
IRS990/AdvertisingGrp/ManagementAndGeneralAmt029271
IRS990/AdvertisingGrp/TotalAmt029271
IRS990/AllOtherContributionsAmt0198029
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JANINE DONOVAN
IRS990/BooksInCareOfDetail/PhoneNum06025351202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 30595
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 30595
IRS990/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085275
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01188
IRS990/CashNonInterestBearingGrp/EOYAmt016717
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0308046
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0197923
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0158123
IRS990/CYRevenuesLessExpensesAmt0-19153
IRS990/CYSalariesCompEmpBnftPaidAmt0287399
IRS990/CYTotalExpensesAmt0485322
IRS990/CYTotalFundraisingExpenseAmt021566
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0466169
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01780
IRS990/DeferredRevenueGrp/EOYAmt023565
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02981
IRS990/DepreciationDepletionGrp/TotalAmt02981
IRS990/Desc0STUDENTS WHO WILL BE ATTENDING OUR WEEKDAY STUDENT MATINEES WILL HAVE PRE- SHOW ORIENTATION WORKSHOPS IN THEIR CLASSROOMS TAUGHT BY ONE OF OUR TEACHING ARTISTS AND OFTEN ACCOMPANIED BY ONE OF THE SHOW'S ACTORS. ANOTHER TYPE OF WORKSHOP IS THE OPPORTUNITY TO DISCUSS THE PLAY WITH THE ACTORS AND DIRECTOR AFTER SEEING IT AT THE MESA ARTS CENTER ("MAC") OR "TALKBACKS". WE ALSO OFFER BACKSTAGE TOURS AFTER THE PERFORMANCE.PERIODICALLY, SPECIAL CUSTOMIZED WORKSHOPS NOT RELATING TO CURRENT SHOWS ARE ARRANGED ON A ONE- BY-ONE BASIS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt084149
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07507
IRS990/FeesForServicesLegalGrp/TotalAmt07507
IRS990/FeesForServicesOtherGrp/FundraisingAmt021566
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01018
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt046439
IRS990/FeesForServicesOtherGrp/TotalAmt069023
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.73
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.77
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.57
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.77
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.73
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1136.54
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm1REBECCA DRIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHA ESPINOSA
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID IRA GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURIE GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAUDE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm7TIFFANY LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm8CINDY ORNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm9RAJ SIVANANTHAN
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL WAY
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY WAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0110017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0466169
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06360
IRS990/InsuranceGrp/TotalAmt06360
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt071
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011480
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06404
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03423
IRS990/LandBldgEquipCostOrOtherBssAmt014903
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THEATRE COMPANY TO EDUCATE AND ENTERTAIN THROUGH PERFORMANCES OF WORKS OF CLASSICAL THEATRE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021503
IRS990/NetAssetsOrFundBalancesEOYAmt02350
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021503
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02350
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0944
IRS990/OccupancyGrp/ProgramServicesAmt030007
IRS990/OccupancyGrp/TotalAmt030951
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039592
IRS990/OfficeExpensesGrp/ProgramServicesAmt0763
IRS990/OfficeExpensesGrp/TotalAmt040355
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PENALTY
IRS990/OtherExpensesGrp/Desc2M&E
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0529
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1880
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2468
IRS990/OtherExpensesGrp/ProgramServicesAmt0615
IRS990/OtherExpensesGrp/TotalAmt01144
IRS990/OtherExpensesGrp/TotalAmt1880
IRS990/OtherExpensesGrp/TotalAmt2468
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069204
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0218195
IRS990/OtherSalariesAndWagesGrp/TotalAmt0287399
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05745
IRS990/PrincipalOfficerNm0DAN CAMPBELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711110
IRS990/ProgramServiceRevenueGrp/Desc0PROFESSIONAL PERFORMANCE PROG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0158123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158123
IRS990/ProgSrvcAccomActy2Grp/Desc0ON THE SECOND SATURDAY OF EVERY MAIN STAGE SHAKESPEARE PRODUCTION, DR.SUSAN WILLIS, DRAMATURG OF THE ALABAMA SHAKESPEARE FESTIVAL AND PROFESSOR AT THE UNIVERSITY OF ALABAMA, TEACHES A DAYLONG SEMINAR ON THE PLAY WE ARE PRODUCING. THESE FUN AND INTERESTING SEMINARS ARE OPEN TO THE PUBLIC, FREE TO SEASON SUBSCRIBERS AND USUALLY FULL OF EDUCATORS WHO TAKE WHAT THEY LEARN BACK TO THEIR CLASSROOMS. MOST OF THEM EARN 10 RECERTIFICATION HOURS FROM THEIR RESPECTIVE SCHOOL DISTRICTS. THIS IS YET ANOTHER MEANS BY WHICH WE EDUCATE OUR PATRONS AND MAKE SHAKESPEARE MORE ACCESSIBLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt082277
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt050300
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THERE ARE SCHOOLS AND COMMUNITIES THAT CANNOT, FOR A VARIETY OF REASONS, COME TO THE MESA ARTS CENTER TO SEE OUR FULL-LENGTH PRODUCTIONS. FOR THESE INTERESTED PARTIES, WE HAVE DEVELOPED A TOURING SHOW OF NO MORE THAN 90 MINUTES THAT IS GENERALLY PERFORMED BY A CADRE OF EIGHT PERFORMERS. IN ADDITION TO THE PERFORMANCE ITSELF, THESE ACTORS OFTEN PROVIDE A WORKSHOP PRIOR OR AFTER THE PERFORMANCE GIVING THE STUDENTS MORE INFORMATION ABOUT SHAKESPEARE, HIS LIFE AND TIMES. EVERY SEASON SOUTHWEST SHAKESPEARE COMPANY PRODUCES A PROFESSIONAL SEASON OF AT LEAST FIVE CLASSICAL PLAYS FOR SEASON SUBSCRIBERS AND THE GENERAL PUBLIC THAT INCLUDES THREE TO FOUR WORKS OF WILLIAM SHAKESPEARE AND/OR ONE TO TWO WORKS SELECTED FROM THE CLASSICAL REPERTOIRE. THESE PRODUCTIONS ARE PRODUCED USING THE FINEST LOCAL AND REGIONAL ARTISTS AND DESIGNERS, AUGMENTED BY NATIONALLY-RESPECTED PROFESSIONALS FROM AROUND THE COUNTRY. ONLY THE HIGHEST OF STANDARDS ARE ASPIRED TO IN THESE PRODUCTIONS, IN SETS, LIGHTS, COSTUMES, AND OTHER PRODUCTION VALUES. OUR COMPANY WAS NAMED BY GET OUT MAGAZINE AS BEST THEATRE IN PHOENIX FOR 2005-6, AND HAS RECEIVED NUMEROUS ARIZONI THEATRE AWARDS FOR EXCELLENCE, INCLUDING FIVE BEST PRODUCTION OF THE YEAR AWARDS, AND NUMEROUS "BEST ACTOR" AWARDS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0137592
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0107823
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0397193
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt0344918
IRS990/PYProgramServiceRevenueAmt0193469
IRS990/PYRevenuesLessExpensesAmt0-38705
IRS990/PYSalariesCompEmpBnftPaidAmt0284452
IRS990/PYTotalExpensesAmt0629370
IRS990/PYTotalRevenueAmt0590665
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-19153
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALE OF INVENTORY 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0308046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0397193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0351749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0426687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01733105
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0662083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01733105
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0308046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0397193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0351749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0426687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0249430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01733105
IRS990ScheduleA/TotalSupportAmt01733105
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
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03423
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011480
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014903
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03423
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE SCHOOLS AND COMMUNITIES THAT CANNOT, FOR A VARIETY OF REASONS, COME TO THE MESA ARTS CENTER TO SEE OUR FULL-LENGTH PRODUCTIONS. FOR THESE INTERESTED PARTIES, WE HAVE DEVELOPED A TOURING SHOW OF NO MORE THAN 90 MINUTES THAT IS GENERALLY PERFORMED BY A CADRE OF EIGHT PERFORMERS. IN ADDITION TO THE PERFORMANCE ITSELF, THESE ACTORS OFTEN PROVIDE A WORKSHOP PRIOR OR AFTER THE PERFORMANCE GIVING THE STUDENTS MORE INFORMATION ABOUT SHAKESPEARE, HIS LIFE AND TIMES. EVERY SEASON SOUTHWEST SHAKESPEARE COMPANY PRODUCES A PROFESSIONAL SEASON OF AT LEAST FIVE CLASSICAL PLAYS FOR SEASON SUBSCRIBERS AND THE GENERAL PUBLIC THAT INCLUDES THREE TO FOUR WORKS OF WILLIAM SHAKESPEARE AND/OR ONE TO TWO WORKS SELECTED FROM THE CLASSICAL REPERTOIRE. THESE PRODUCTIONS ARE PRODUCED USING THE FINEST LOCAL AND REGIONAL ARTISTS AND DESIGNERS, AUGMENTED BY NATIONALLY-RESPECTED PROFESSIONALS FROM AROUND THE COUNTRY. ONLY THE HIGHEST OF STANDARDS ARE ASPIRED TO IN THESE PRODUCTIONS, IN SETS, LIGHTS, COSTUMES, AND OTHER PRODUCTION VALUES. OUR COMPANY WAS NAMED BY GET OUT MAGAZINE AS BEST THEATRE IN PHOENIX FOR 2005-6, AND HAS RECEIVED NUMEROUS ARIZONI THEATRE AWARDS FOR EXCELLENCE, INCLUDING FIVE BEST PRODUCTION OF THE YEAR AWARDS, AND NUMEROUS "BEST ACTOR" AWARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND BUSINESS MANAGER REVIEW THE 990 PRIOR TO FILING. THE BOARD IS PROVIDED WITH A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE CONFLICT STATEMENTS THAT ARE COMPLETED EACH YEAR. IF A POTENTIAL CONFLICT HAS SURFACED, THE BOARD DISCUSSES THE MATTER AND DETERMINES IF THE SITUATION WILL INTERFERE WITH THE INDIVIDUAL'S ABILITY TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION. WHEN POSSIBLE, A PLAN TO MITIGATE THE CONFLICT WILL BE DEVELOPED. IF MITIGATION IS NOT POSSIBLE, THE AFFECTED INDIVIDUAL WILL BE ASKED TO RESIGN THEIR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRODUCTION 46,439 0 21,566 CONTINUING EDUCATION 0 1,018 0 TOTAL 46,439 1,018 21,566
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073027
IRS990/TotalAssetsEOYAmt025915
IRS990/TotalAssetsGrp/BOYAmt073027
IRS990/TotalAssetsGrp/EOYAmt025915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0308046
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021566
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0159738
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0304018
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051524
IRS990/TotalLiabilitiesEOYAmt023565
IRS990/TotalLiabilitiesGrp/BOYAmt051524
IRS990/TotalLiabilitiesGrp/EOYAmt023565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021503
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02350
IRS990/TotalOtherProgSrvcExpenseAmt0137592
IRS990/TotalOtherProgSrvcRevenueAmt0107823
IRS990/TotalProgramServiceExpensesAmt0304018
IRS990/TotalProgramServiceRevenueAmt0158123
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0158123
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0466169
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073027
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025915
IRS990/TravelGrp/ManagementAndGeneralAmt03965
IRS990/TravelGrp/ProgramServicesAmt05018
IRS990/TravelGrp/TotalAmt08983
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt016000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 30595
IRS990/USAddress/CityNm0MESA
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085275
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.SWSHAKESPEARE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06022950493
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST SHAKESPEARE COMPANY INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0860764708
ReturnHeader/Filer/PhoneNum06022950493
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30595
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085275
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860611246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICE KONG & CO CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 E MISSOURI AVE STE 380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850121410
ReturnHeader/PreparerPersonGrp/PhoneNum06027766300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN K WALKER CPA
ReturnHeader/ReturnTs02025-12-19T17:32:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.