Civic Intelligence

Oregon Shakespeare Festival Association Inc

990T • Fiscal year 2021 • EIN 93-0407022

Nov 01, 2020 to Oct 31, 2021 • Filed on Sep 01, 2022

Organization ProfileWWW.OSFASHLAND.ORG

View Organization Page

PO Box 158Ashland, OR 97520-0158

(541) 482-2111

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $32,759,797Liabilities 2010: $4,379,278Net Assets 2010: $28,380,5192010Assets 2011: $30,247,155Liabilities 2011: $4,822,856Net Assets 2011: $25,424,2992011Assets 2012: $37,272,920Liabilities 2012: $5,090,558Net Assets 2012: $32,182,3622012Assets 2013: $45,786,551Liabilities 2013: $10,421,804Net Assets 2013: $35,364,7472013Assets 2014: $46,094,771Liabilities 2014: $10,912,316Net Assets 2014: $35,182,4552014Assets 2015: $47,723,387Liabilities 2015: $11,154,775Net Assets 2015: $36,568,6122015Assets 2016: $49,997,966Liabilities 2016: $12,926,554Net Assets 2016: $37,071,4122016Assets 2017: $48,592,998Liabilities 2017: $14,413,354Net Assets 2017: $34,179,6442017Assets 2018: $48,320,991Liabilities 2018: $13,968,417Net Assets 2018: $34,352,5742018Assets 2019: $49,936,943Liabilities 2019: $12,606,984Net Assets 2019: $37,329,9592019Assets 2020: $56,401,419Liabilities 2020: $18,225,137Net Assets 2020: $38,176,2822020Assets 2021: $57,188,884Liabilities 2021: $19,357,798Net Assets 2021: $37,831,0862021Assets 2022: $36,446,061Liabilities 2022: $9,107,398Net Assets 2022: $27,338,6632022Assets 2023: $50,873,035Liabilities 2023: $23,461,216Net Assets 2023: $27,411,8192023Assets 2024: $47,714,613Liabilities 2024: $23,010,506Net Assets 2024: $24,704,1072024

Latest loaded filing

2024

Assets$47,714,613
Liabilities$23,010,506
Net Assets$24,704,107
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $27,241,3072010Expenses 2011: $29,835,2212011Expenses 2012: $30,680,8782012Revenue 2013: $35,102,715Expenses 2013: $31,778,692Net Income 2013: $3,324,0232013Revenue 2014: $33,569,420Expenses 2014: $33,702,776Net Income 2014: -$133,3562014Revenue 2015: $37,450,953Expenses 2015: $35,938,473Net Income 2015: $1,512,4802015Revenue 2016: $38,903,634Expenses 2016: $38,373,612Net Income 2016: $530,0222016Revenue 2017: $38,387,520Expenses 2017: $41,256,313Net Income 2017: -$2,868,7932017Revenue 2018: $41,598,004Expenses 2018: $41,418,899Net Income 2018: $179,1052018Revenue 2019: $45,273,626Expenses 2019: $42,258,065Net Income 2019: $3,015,5612019Revenue 2020: $25,315,328Expenses 2020: $24,413,175Net Income 2020: $902,1532020Revenue 2021: $18,740,778Expenses 2021: $19,137,606Net Income 2021: -$396,8282021Revenue 2022: $26,494,029Expenses 2022: $37,060,580Net Income 2022: -$10,566,5512022Revenue 2023: $35,804,216Expenses 2023: $36,240,262Net Income 2023: -$436,0462023Revenue 2024: $32,735,883Expenses 2024: $35,461,231Net Income 2024: -$2,725,3482024

Latest loaded filing

2024

Revenue$32,735,883
Expenses$35,461,231
Net Income-$2,725,348
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Sep 1, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Inspired by shakespeare's work and the cultural richness of the united states, we reveal our collective humanity through illuminating interpretations of new and classic plays, deepened by the kaleidoscope of rotating repertory.

Filing and Contact Details

Filer

Filer Name
Oregon Shakespeare
EIN
93-0407022
Phone
5414822111
Address
PO BOX 158, ASHLAND, OR 97520-0158

Signing Officer

Name
David Schmitz
Title
Executive Director
Phone
5414822111
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Raw XML Appendix141 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.

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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt012267
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-7241
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IRS990TScheduleA/TradeOrBusinessDesc0REAL PROPERTY RENTAL
IRS990TScheduleA/TradeOrBusinessDesc1ADVERTISING INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-10491
IRS990TScheduleA/UBIBeforeNOLDedAmt10
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-10491
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt019508
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$23.0$24.7$32.7$35.5$2.73
2023Summary only. Only limited summary data is available for this year.$50.9$23.5$27.4$35.8$36.2$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$9.11$27.3$26.5$37.1$10.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.2$19.4$37.8$18.7$19.1$0.40
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.4$18.2$38.2$25.3$24.4$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$12.6$37.3$45.3$42.3$3.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$14.0$34.4$41.6$41.4$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$14.4$34.2$38.4$41.3$2.87
2016Detailed filing. Detailed filing data is available for this year.$50.0$12.9$37.1$38.9$38.4$0.53
2015Detailed filing. Detailed filing data is available for this year.$47.7$11.2$36.6$37.5$35.9$1.51
2014Summary only. Only limited summary data is available for this year.$46.1$10.9$35.2$33.6$33.7$0.13
2013Summary only. Only limited summary data is available for this year.$45.8$10.4$35.4$35.1$31.8$3.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$5.09$32.2$30.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$4.82$25.4$29.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.8$4.38$28.4$27.2