Civic Intelligence

Oregon Shakespearean Festival Endowment Fund Inc.

990 • Fiscal year 2019 • EIN 93-6041618

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 14, 2020

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

0.06x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.75x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

5th percentile

-44%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$305,828

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

29th percentile

-0.6%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$36,304,769

Down $211,177 (-0.6%) from 2018

Net Assets

Down

$34,002,595

Down $802,469 (-2.3%) from 2018

Liabilities

Up

$2,302,174

Up $591,292 (+35%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin5th percentile

Revenue

Down

$3,062,148

Down $1,809,765 (-37%) from 2018

Expenses

Down

$4,396,376

Down $1,207,852 (-22%) from 2018

Net Income

Down

-$1,334,228

Down $601,913 (-82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$36,304,769
Liabilities$2,302,174
Net Assets$34,002,595
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$3,062,148
Expenses$4,396,376
Net Income-$1,334,228
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 14, 2020
Return Version
2018v3.2
Gross Receipts
$16,891,229
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$31,880,478$32,426,809▲ $546,331
Investments Other Securities$4,087,869$3,497,284▼ $590,585
Savings and Temporary Cash Investments$266,012$356,355▲ $90,343
Accounts Receivable$270,587$13,321▼ $257,266
Total Assets$36,515,946$36,304,769▼ $211,177
Other Assets Total$11,000$11,000→ $0
Liabilities
Grants Payable$1,214,894$1,825,938▲ $611,044
Other Liabilities$495,988$471,986▼ $24,002
Accounts Payable and Accrued Expenses-$4,250-
Total Liabilities$1,710,882$2,302,174▲ $591,292
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,267,527$20,643,267▲ $375,740
Unrestricted Net Assets$9,140,275$6,996,762▼ $2,143,513
Temporarily Rstr Net Assets$5,397,262$6,362,566▲ $965,304
Total Net Assets Fund Balance$34,805,064$34,002,595▼ $802,469
Total Liabilities and Net Assets / Fund Balance$36,515,946$36,304,769▼ $211,177

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,497,284--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$34,805,064$385,740▲ $3,208,167-$34,002,595
2017$37,787,412$2,773,623▼ $151,743-$34,805,064
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
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Doug CarlsonPresident
Eric JohnsonVice President
Cynthia RiderOsf Former Executive Director
Rudd JohnsonTrustee
Sandra WeingartOsf CFO
Philip ParoianSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$385,740
Program Service Revenue
$0
Investment Income
$2,676,408
Other Revenue
$0
All Other Contributions
$385,740
Change in Net Assets
$-1,334,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,323,938
Other Expenses$72,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,323,938--$4,323,938
Fees for Service Investment Mgmnt Fees-$46,094-$46,094
Fees for Services Legal-$12,331-$12,331
Office Expenses-$8,441-$8,441
Fees for Services Accounting-$5,500-$5,500
Insurance-$72-$72
Total Functional Expenses$4,323,938$72,438$0$4,396,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Shakespeare Festival AssociationAshland, OR501(c)(3)Financial Support to Assist With Annual and Long Term Viability.$4,323,938
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$471,986
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
Yes
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 4

“The endowment fund revised the statement of operating policies for revised investment and payout policies and amended bylaws to change the number of trustees from 6-8 to 4-8.”

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

“The secretary/treasurer of the board of trustees reviews the form 990 in depth prior to its filing. The president 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 for compensation because none of the officers receive compensation.”

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.”

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
2020-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Carlson
Formed
1966
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
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 -30,108.”

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.”

Raw XML AppendixShowing 400 of 515 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0266012
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0356355
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/SupportAmt04323938
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OREG SHKSPR FESTIVAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04323938
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/BoardDesignatedBalanceEOYPct00.20580
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt072438
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt034805064
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0385740
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt034002595
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04323938
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03208167
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt089344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt037787412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02773623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt034805064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05514884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-151743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt083157
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035385002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0390544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt037787412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02185729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04280752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt079591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt030197721
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05325872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035385002
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01750369
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01691369
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt090951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt032358741
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt038167
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030197721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01592583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-515653
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0471986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATION UNDER GIFT ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03497284
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60710
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/TermEndowmentBalanceEOYPct00.18710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03497284
IRS990ScheduleD/TotalLiabilityAmt0471986
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04323938
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 IS TO THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION. MONITORING OF THE GRANT FUNDS IS CARRIED OUT THROUGH TRUSTEE INVOLVEMENT WITH THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION ON A CONSISTENT AND REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0276385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150769
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CYNTHIA RIDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SANDRA WEINGART
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0OSF FORMER EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1OSF CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0305828
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1169187
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0FOR RELATED ORGANIZATION EXECUTIVE DIRECTOR COMPENSATION: THE ORGANIZATION USED COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1CYNTHIA RIDER HAD A 3-YEAR 457F PLAN, WHICH WAS CALCULATED TO PAY OUT AS SHE COMPLETED ALL THREE YEARS OF THE AGREEMENT THROUGH 10/31/18. THE TOTAL, CALCULATED AT $126K WAS PAID IN FEBRUARY 2019.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND REVISED THE STATEMENT OF OPERATING POLICIES FOR REVISED INVESTMENT AND PAYOUT POLICIES AND AMENDED BYLAWS TO CHANGE THE NUMBER OF TRUSTEES FROM 6-8 TO 4-8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SECRETARY/TREASURER OF THE BOARD OF TRUSTEES REVIEWS THE FORM 990 IN DEPTH PRIOR TO ITS FILING. THE PRESIDENT PROVIDES COMPLETE COPIES OF THE FORM 990 AND HIS COMMENTS ON IT TO THE OTHER TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH 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/ExplanationTxt4THERE ARE NO PROCEDURES FOR COMPENSATION BECAUSE NONE OF THE OFFICERS RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN VALUE OF GIFT ANNUITIES -30,108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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, 850 PERFORMANCES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 158

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,304,769
Liabilities
$2,302,174
Net assets
$34,002,595
Revenue
$3,062,148
Expenses
$4,396,376
Net income
-$1,334,228
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