Civic Intelligence

Oregon Shakespearean Festival Endowment Fund Inc.

990 • Fiscal year 2014 • EIN 93-6041618

Nov 01, 2013 to Oct 31, 2014 • Filed on Sep 08, 2015

PO Box 15897520

(541) 482-2111

Siviq Scores

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

Liabilities / Assets

25th percentile

0.06x

Higher debt load relative to assets than 25% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

1.07x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$140,403

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

48th percentile

3.7%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$34,541,237

Up $1,246,101 (+3.7%) from 2013

Net Assets

Up

$32,358,741

Up $1,177,336 (+3.8%) from 2013

Liabilities

Up

$2,182,496

Up $68,765 (+3.3%) from 2013

Revenue

$2,049,285

No earlier filing loaded for comparison.

Expenses

Up

$1,468,486

Up $31,279 (+2.2%) from 2013

Net Income

$580,799

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: $28,583,804Liabilities 2010: $2,117,337Net Assets 2010: $26,466,4672010Assets 2011: $28,915,095Liabilities 2011: $2,048,841Net Assets 2011: $26,866,2542011Assets 2012: $30,322,577Liabilities 2012: $2,060,187Net Assets 2012: $28,262,3902012Assets 2013: $33,295,136Liabilities 2013: $2,113,731Net Assets 2013: $31,181,4052013Assets 2014: $34,541,237Liabilities 2014: $2,182,496Net Assets 2014: $32,358,7412014Assets 2015: $32,588,013Liabilities 2015: $2,390,292Net Assets 2015: $30,197,7212015Assets 2016: $37,990,198Liabilities 2016: $2,605,196Net Assets 2016: $35,385,0022016Assets 2017: $40,835,781Liabilities 2017: $3,048,369Net Assets 2017: $37,787,4122017Assets 2018: $36,515,946Liabilities 2018: $1,710,882Net Assets 2018: $34,805,0642018Assets 2019: $36,304,769Liabilities 2019: $2,302,174Net Assets 2019: $34,002,5952019Assets 2020: $33,018,945Liabilities 2020: $1,946,490Net Assets 2020: $31,072,4552020Assets 2021: $40,551,255Liabilities 2021: $1,887,204Net Assets 2021: $38,664,0512021Assets 2022: $31,163,322Liabilities 2022: $378,486Net Assets 2022: $30,784,8362022Assets 2023: $26,805,265Liabilities 2023: $349,006Net Assets 2023: $26,456,2592023

Highlighted filing

2014

Assets$34,541,237
Liabilities$2,182,496
Net Assets$32,358,741

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $1,440,2612010Expenses 2011: $1,348,0632011Expenses 2012: $1,390,5182012Expenses 2013: $1,437,2072013Revenue 2014: $2,049,285Expenses 2014: $1,468,486Net Income 2014: $580,7992014Revenue 2015: $1,814,159Expenses 2015: $1,683,534Net Income 2015: $130,6252015Revenue 2016: $6,651,318Expenses 2016: $1,829,960Net Income 2016: $4,821,3582016Revenue 2017: $1,212,474Expenses 2017: $2,268,886Net Income 2017: -$1,056,4122017Revenue 2018: $4,871,913Expenses 2018: $5,604,228Net Income 2018: -$732,3152018Revenue 2019: $3,062,148Expenses 2019: $4,396,376Net Income 2019: -$1,334,2282019Revenue 2020: $1,149,955Expenses 2020: $3,580,084Net Income 2020: -$2,430,1292020Revenue 2021: $2,831,858Expenses 2021: $2,319,420Net Income 2021: $512,4382021Revenue 2022: $1,883,457Expenses 2022: $1,776,292Net Income 2022: $107,1652022Revenue 2023: $1,118,830Expenses 2023: $6,361,721Net Income 2023: -$5,242,8912023

Highlighted filing

2014

Revenue$2,049,285
Expenses$1,468,486
Net Income$580,799
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Sep 8, 2015
Return Version
2013v4.0
Gross Receipts
$4,021,568
Mission and Program Overview

Mission

To provide support for the oregon shakespeare festival association, a publicly-supported 501(c)(3) organization.

To provide support for the oregon shakespeare festival association, a 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,342,002$27,502,334▲ $4,160,332
Investments Other Securities$5,925,618$5,726,209▼ $199,409
Cash and Non-Interest-Bearing Accounts$3,504,706$742,895▼ $2,761,811
Accounts Receivable$356,810$403,799▲ $46,989
Total Assets$33,295,136$34,541,237▲ $1,246,101
Other Assets Total$166,000$166,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,510,204$1,592,710▲ $82,506
Other Liabilities$603,527$589,786▼ $13,741
Total Liabilities$2,113,731$2,182,496▲ $68,765
Net Assets / Fund Balance
Unrestricted Net Assets$13,391,583$13,881,438▲ $489,855
Permanently Rstr Net Assets$11,729,678$11,757,851▲ $28,173
Temporarily Rstr Net Assets$6,060,144$6,719,452▲ $659,308
Total Net Assets Fund Balance$31,181,405$32,358,741▲ $1,177,336
Total Liabilities and Net Assets / Fund Balance$33,295,136$34,541,237▲ $1,246,101

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,726,209--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$31,181,405$46,914▲ $2,598,908-$32,358,741
2012$28,262,390$48,966▲ $4,307,256-$31,181,405
2011$26,866,254$555,290▲ $2,231,364-$28,262,390
2010$26,466,467$301,710▲ $1,446,140-$26,866,254
2009$23,881,404$921,335▲ $3,103,989-$26,466,467
Compensation and Service Providers

Employees

NameTitleOtherTotal
Gerald a RoosAssistant Treasurer$140,403$140,403

Board Members and Trustees

NameTitle
William F NicholsPresident
Dan ThorndikeVice President
Bill MeehanTrustee
Kelly MeldrumTrustee
Laurie HoaglandTrustee
Robert PorterTrustee
Chuck ButlerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,914
Program Service Revenue
$0
Investment Income
$2,002,371
Other Revenue
$0
All Other Contributions
$46,914
Change in Net Assets
$580,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,386,494
Other Expenses$81,992
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,386,494--$1,386,494
Fees for Service Investment Mgmnt Fees-$47,515-$47,515
Fees for Services Legal-$16,354-$16,354
Fees for Services Accounting-$10,027-$10,027
Occupancy-$5,955-$5,955
Office Expenses-$2,051-$2,051
Conferences and Meetings-$57-$57
Insurance-$33-$33
Total Functional Expenses$1,386,494$81,992$0$1,468,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0407022-501(c)(3)Financial Support to Assist With Annual and Long Term Viability.$1,386,494
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
Obligation Under Gift Annuities$589,786
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees authorized to act on behalf of the board.

Form 990, Part VI, Section B, Line 11

The president of the board of trustees has reviewed the form 990 in depth prior to its filing. The president has provided complete copies of the form 990 and his comments on it to the six other trustees prior to its filing.

Form 990, Part VI, Section B, Line 12C

Each member of the board of trustees are annually asked to disclose on a written form any real or potential conflict of interest. These forms are collected by the executive director of osf and are available for review by the independent auditor. Also at any meeting of the trustees, a trustee is expected to recuse himself or herself from any action where a potential conflict of interest might exist.

Form 990, Part VI, Section B, Line 15

There are no procedures or policies for compensation because there are no officers or employees compensated.

Form 990, Part VI, Section C, Line 19

Financial statements and forms 990 and 990-t are routinely available on the osf website, as well as upon request. Other governing documents and the conflict of interest policy are available to the public upon request of the osf staff.

Filing and Contact Details

Filer

EIN
93-6041618
Phone
5414822111

Signing Officer

Name
Gerald a Roos
Title
Assistant Treasurer
Phone
5414822111
Signed
2015-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William F Nichols
Formed
1966
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of gift annuities -22,255.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

To provide support for the oregon shakespeare festival association, a 501(c)(3) organization.

PART X, LINE 2:

The organization follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.

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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/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930407022
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0509(A)(1)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01386494
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10OREG SHKSPR FESTIVAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01386494
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.42900
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt081992
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt031181405
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt046914
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt032358741
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01386494
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02598908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt090613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028262390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt048966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt031181405
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01346594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04307256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt098305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026866254
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0555290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028262390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01292213
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02231364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt092904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt026466467
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0301710
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026866254
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01255159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01446140
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt096110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023881404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0921335
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt026466467
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01344151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03103989
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0589786
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATION UNDER GIFT ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05726209
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.36330
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20770
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05726209
IRS990ScheduleD/TotalLiabilityAmt0589786
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01386494
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0930407022
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 158
IRS990ScheduleI/RecipientTable/USAddress/City0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097520
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO ITS ARTICLES OF INCORPORATION, THE ORGANIZATION PROVIDES ONLY ONE GRANT, AND THAT TO THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION. MONITORING OF THE GRANT FUNDS IS CARRIED OUT THROUGH THROUGH TRUSTEE INVOLVMENT WITH THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION ON A CONSISTENT AND REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD OF TRUSTEES HAS REVIEWED THE FORM 990 IN DEPTH PRIOR TO ITS FILING. THE PRESIDENT HAS PROVIDED COMPLETE COPIES OF THE FORM 990 AND HIS COMMENTS ON IT TO THE SIX OTHER TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE BOARD OF TRUSTEES ARE ANNUALLY ASKED TO DISCLOSE ON A WRITTEN FORM ANY REAL OR POTENTIAL CONFLICT OF INTEREST. THESE FORMS ARE COLLECTED BY THE EXECUTIVE DIRECTOR OF OSF AND ARE AVAILABLE FOR REVIEW BY THE INDEPENDENT AUDITOR. ALSO AT ANY MEETING OF THE TRUSTEES, A TRUSTEE IS EXPECTED TO RECUSE HIMSELF OR HERSELF FROM ANY ACTION WHERE A POTENTIAL CONFLICT OF INTEREST MIGHT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO PROCEDURES OR POLICIES FOR COMPENSATION BECAUSE THERE ARE NO OFFICERS OR EMPLOYEES COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ROUTINELY AVAILABLE ON THE OSF WEBSITE, AS WELL AS UPON REQUEST. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST OF THE OSF STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN VALUE OF GIFT ANNUITIES -22,255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930407022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIVE THEATRE, 794 PERFORMANCES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO BOX 158
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ASHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode097520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/StatesWhereCopyOfReturnIsFldCd1WA
IRS990/StatesWhereCopyOfReturnIsFldCd2CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06060144
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06719452
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033295136
IRS990/TotalAssetsEOYAmt034541237
IRS990/TotalAssetsGrp/BOYAmt033295136
IRS990/TotalAssetsGrp/EOYAmt034541237
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt046914
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01386494
IRS990/TotalFunctionalExpensesGrp/TotalAmt01468486
IRS990/TotalGrossUBIAmt015639
IRS990/TotalLiabilitiesBOYAmt02113731
IRS990/TotalLiabilitiesEOYAmt02182496
IRS990/TotalLiabilitiesGrp/BOYAmt02113731
IRS990/TotalLiabilitiesGrp/EOYAmt02182496
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031181405

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.35$26.5$1.12$6.36$5.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.38$30.8$1.88$1.78$0.11
2021Detailed filing. Detailed filing data is available for this year.$40.6$1.89$38.7$2.83$2.32$0.51
2020Detailed filing. Detailed filing data is available for this year.$33.0$1.95$31.1$1.15$3.58$2.43
2019Detailed filing. Detailed filing data is available for this year.$36.3$2.30$34.0$3.06$4.40$1.33
2018Detailed filing. Detailed filing data is available for this year.$36.5$1.71$34.8$4.87$5.60$0.73
2017Detailed filing. Detailed filing data is available for this year.$40.8$3.05$37.8$1.21$2.27$1.06
2016Detailed filing. Detailed filing data is available for this year.$38.0$2.61$35.4$6.65$1.83$4.82
2015Detailed filing. Detailed filing data is available for this year.$32.6$2.39$30.2$1.81$1.68$0.13
2014Detailed filing. Detailed filing data is available for this year.$34.5$2.18$32.4$2.05$1.47$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$2.11$31.2$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$2.06$28.3$1.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$2.05$26.9$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$2.12$26.5$1.44