Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
990 • Fiscal year 2024 • EIN 86-0764708
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
55th percentile
Higher top officer pay than 55% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Assets
Down$73,027
Down $17,385 (-19%) from 2023
Net Assets
Down$21,503
Down $38,705 (-64%) from 2023
Liabilities
Up$51,524
Up $21,320 (+71%) from 2023
Revenue
Up$590,665
Up $71,869 (+14%) from 2023
Expenses
Up$629,370
Up $74,378 (+13%) from 2023
Net Income
Down-$38,705
Down $2,509 (-6.9%) from 2023
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Accounts Receivable | $1,580 | $65,435 | ▲ $63,855 |
| Land, Buildings, and Equipment, Net | $9,385 | $6,404 | ▼ $2,981 |
| Prepaid Expenses and Deferred Charges | $6,380 | - | - |
| Cash and Non-Interest-Bearing Accounts | $68,286 | $1,188 | ▼ $67,098 |
| Total Assets | $90,412 | $73,027 | ▼ $17,385 |
| Other Assets Total | $4,781 | - | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $9,216 | $33,744 | ▲ $24,528 |
| Unsecured Notes Loans Payable | - | $16,000 | - |
| Deferred Revenue | $20,988 | $1,780 | ▼ $19,208 |
| Total Liabilities | $30,204 | $51,524 | ▲ $21,320 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $60,208 | $21,503 | ▼ $38,705 |
| Total Net Assets Fund Balance | $60,208 | $21,503 | ▼ $38,705 |
| Total Liabilities and Net Assets / Fund Balance | $90,412 | $73,027 | ▼ $17,385 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $6,404 | $8,499 | $14,903 |
| Name | Title |
|---|---|
| Laurie Goldstein | President |
| Bill Way | Board Member |
| Charles Goldstein | Board Member |
| Claude Jackson | Board Member |
| David Ira Goldstein | Board Member |
| Debby Elliott | Board Member |
| Mary Way | Board Member |
| Michael Seiden | Board Member |
| Raj Sivananthan | Board Member |
| Rebecca Driggs | Board Member |
| Tiffany Lopez | Board Member |
| Dan Campbell | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $344,918 |
| Salaries, Compensation, and Employee Benefits | $284,452 |
| Total Fundraising Expense | $67,367 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $221,574 | $62,878 | - | $284,452 |
| Advertising | - | $122,019 | - | $122,019 |
| Fees for Services Other | $49,778 | $1,541 | $67,367 | $118,686 |
| Occupancy | $47,743 | $2,815 | - | $50,558 |
| Fees for Services Legal | - | $19,841 | - | $19,841 |
| Office Expenses | $528 | $17,919 | - | $18,447 |
| Travel | $1,536 | $2,672 | - | $4,208 |
| Insurance | - | $4,024 | - | $4,024 |
| Depreciation Depletion | $2,981 | - | - | $2,981 |
| Other Expenses | $771 | $1,129 | - | $1,129 |
| Royalties | $808 | - | - | $808 |
| Interest | - | $4 | - | $4 |
| Total Functional Expenses | $325,719 | $236,284 | $67,367 | $629,370 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The president and business manager review the 990 prior to filing. The board is provided with a copy.”
“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.”
“AVAILABLE UPON REQUEST.”
“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.”
“Production 49,778 0 67,367 continuing education 0 1,541 0 total 49,778 1,541 67,367”
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/Desc | 0 | STUDENTS 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. |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | ON 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. |
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| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | 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. |
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| IRS990/RoyaltiesGrp/TotalAmt | 0 | 808 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PRESIDENT AND BUSINESS MANAGER REVIEW THE 990 PRIOR TO FILING. THE BOARD IS PROVIDED WITH A COPY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PRODUCTION 49,778 0 67,367 CONTINUING EDUCATION 0 1,541 0 TOTAL 49,778 1,541 67,367 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
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| IRS990/WebsiteAddressTxt | 0 | WWW.SWSHAKESPEARE.ORG |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURIE GOLDSTEIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6022950493 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-06 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 860611246 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICE KONG & CO CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 645 E MISSOURI AVE STE 380 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PHOENIX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 850121410 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6027766300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRIAN K WALKER CPA |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.