Civic Intelligence

Oregon Shakespearean Festival Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 93-6041618

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 05, 2018

Organization ProfileWWW.OSFASHLAND.ORG
PO Box 158Ashland, OR 97520

(541) 482-2111

Siviq Scores

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

Liabilities / Assets

28th percentile

0.07x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

2.51x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

3rd percentile

-87%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

60th percentile

7.5%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-82%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$40,835,781

Up $2,845,583 (+7.5%) from 2016

Net Assets

Up

$37,787,412

Up $2,402,410 (+6.8%) from 2016

Liabilities

Up

$3,048,369

Up $443,173 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin3rd percentile

Revenue

Down

$1,212,474

Down $5,438,844 (-82%) from 2016

Expenses

Up

$2,268,886

Up $438,926 (+24%) from 2016

Net Income

Down

-$1,056,412

Down $5,877,770 (-122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2017

Assets$40,835,781
Liabilities$3,048,369
Net Assets$37,787,412
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

2017

Revenue$1,212,474
Expenses$2,268,886
Net Income-$1,056,412
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 5, 2018
Return Version
2016v3.0
Gross Receipts
$3,270,398
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$26,907,599$35,108,570▲ $8,200,971
Investments Other Securities$4,257,668$3,922,007▼ $335,661
Accounts Receivable$1,026,591$1,407,502▲ $380,911
Savings and Temporary Cash Investments$5,787,340$386,702▼ $5,400,638
Total Assets$37,990,198$40,835,781▲ $2,845,583
Other Assets Total$11,000$11,000→ $0
Liabilities
Grants Payable$1,750,369$2,185,729▲ $435,360
Other Liabilities$574,865$561,986▼ $12,879
Accounts Payable and Accrued Expenses$279,962$300,654▲ $20,692
Total Liabilities$2,605,196$3,048,369▲ $443,173
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,868,761$17,493,904▲ $625,143
Unrestricted Net Assets$13,029,155$13,617,638▲ $588,483
Temporarily Rstr Net Assets$5,487,086$6,675,870▲ $1,188,784
Total Net Assets Fund Balance$35,385,002$37,787,412▲ $2,402,410
Total Liabilities and Net Assets / Fund Balance$37,990,198$40,835,781▲ $2,845,583

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,922,007--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$35,385,002$390,544▲ $4,280,752-$37,787,412
2015$30,197,721$5,325,872▲ $1,691,369-$35,385,002
2014$32,358,741$38,167▼ $515,653-$30,197,721
2013$31,181,405$46,914▲ $2,598,908-$32,358,741
2012$28,262,390$48,966▲ $4,307,256-$31,181,405
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
dOUG CARLSONPresident
Laurie HoaglandVice President
Eric JohnsonTrustee
Kelly MeldrumTrustee
Robert PorterTrustee
Rudd JohnsonTrustee
Philip ParoianSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$390,544
Program Service Revenue
$0
Investment Income
$821,930
Other Revenue
$0
All Other Contributions
$390,544
Change in Net Assets
$-1,056,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,185,729
Other Expenses$83,157
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,185,729--$2,185,729
Fees for Service Investment Mgmnt Fees-$59,327-$59,327
Fees for Services Accounting-$21,183-$21,183
Office Expenses-$2,615-$2,615
Insurance-$32-$32
Total Functional Expenses$2,185,729$83,157$0$2,268,886
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Shakespeare Festival AssociationAshland, OR501(c)(3)Financial Support to Assist With Annual and Long Term Viability.$2,185,729
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$561,986
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 11B

“A representative of the board of trustees reviews the form 990 in depth prior to its filing. The representative provides complete copies of the form 990 and his comments on it to the other trustees prior to its filing.”

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

“Each member of the board of trustees is 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. 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

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

Signing Officer

Name
Philip Paroian
Title
Secretary/treasurer
Phone
5414822111
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Carlson
Formed
1966
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
McDonald Jacobs PC
Address
520 SW Yamhill St Ste 500, Portland, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of gift annuities -53,436.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“The oregon shakespeare festival endowment fund's endowment consists of funds established for educational programs and operations support. Its endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. The endowment fund provides 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/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05787340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0386702
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930407022
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02185729
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OREG SHKSPR FESTIVAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02185729
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/BoardDesignatedBalanceEOYPct00.36040
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt083157
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt035385002
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0390544
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt037787412
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02185729
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04280752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt079591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt030197721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05325872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt035385002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01750369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01691369
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt090951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt032358741
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt038167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt030197721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01592583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-515653
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt081992
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt031181405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt046914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt032358741
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01386494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02598908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt090613
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028262390
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt048966
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt031181405
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01346594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04307256
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0561986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATION UNDER GIFT ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03922007
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.46300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES 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/TermEndowmentBalanceEOYPct00.17660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03922007
IRS990ScheduleD/TotalLiabilityAmt0561986
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02185729
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0930407022
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 158
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097520
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 INVOLVEMENT WITH THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION ON A CONSISTENT AND REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A REPRESENTATIVE OF THE BOARD OF TRUSTEES REVIEWS THE FORM 990 IN DEPTH PRIOR TO ITS FILING. THE REPRESENTATIVE PROVIDES COMPLETE COPIES OF THE FORM 990 AND HIS COMMENTS ON IT TO THE OTHER TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE BOARD OF TRUSTEES IS 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. 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 -53,436.
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 11b
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/BusinessNameLine1Txt0OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930407022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIVE THEATRE, 795 PERFORMANCES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 158
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02185729
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05487086
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06675870
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037990198
IRS990/TotalAssetsEOYAmt040835781
IRS990/TotalAssetsGrp/BOYAmt037990198
IRS990/TotalAssetsGrp/EOYAmt040835781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0390544
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083157
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02185729
IRS990/TotalFunctionalExpensesGrp/TotalAmt02268886
IRS990/TotalGrossUBIAmt04636

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,835,781
Liabilities
$3,048,369
Net assets
$37,787,412
Revenue
$1,212,474
Expenses
$2,268,886
Net income
-$1,056,412
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