Civic Intelligence

Oregon Shakespeare Festival Endowment Fund

EIN 93-6041618 • 501(c)3 • Ashland, OR

Profile

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

PO Box 158Ashland, OR 97520

www.osfashland.org

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.31x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

1st percentile

-469%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$452,120

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-41%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$26,805,265

Down $4,358,057 (-14%) from 2022

Liabilities

Down

$349,006

Down $29,480 (-7.8%) from 2022

Net Assets

Down

$26,456,259

Down $4,328,577 (-14%) from 2022

Operations
Liabilities / Revenue53rd percentileNet Margin1st percentile

Revenue

Down

$1,118,830

Down $764,627 (-41%) from 2022

Expenses

Up

$6,361,721

Up $4,585,429 (+258%) from 2022

Net Income

Down

-$5,242,891

Down $5,350,056 (-4992%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$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

Latest loaded filing

2023

Assets$26,805,265
Liabilities$349,006
Net Assets$26,456,259
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest 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

Latest loaded filing

2023

Revenue$1,118,830
Expenses$6,361,721
Net Income-$5,242,891
Open 2023 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 26, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

Filer Name
Oregon Shakespeare
EIN
93-6041618
Phone
5414822111
Address
PO BOX 158, ASHLAND, OR 97520

Signing Officer

Name
Paul Christy
Title
President, Board of Trustees
Phone
5414822111
Signed
2025-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Raw XML Appendix97 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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