Shakespeare & Company Inc is a 501(c)(3) organization based in Lenox, Massachusetts, registered in 1979, with $6,237,956 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$6.2M
▲ 23.8% vs prior year
Arts & Culture median: $159K
Expenses (FY2023)
$5.6M
Net assets
$10.3M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Shakespeare & Company Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Shakespeare & Company Inc: 22 mo reserves · +9% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Shakespeare & Company Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Shakespeare & Company Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $5.3M (FY2013) to $6.2M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
9.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$13.1M
Total liabilities
$2.9M
Net assets
$10.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $6,237,956▲23.8% | $5,649,472▲4.7% | $10,258,625▲6.1% | $13,108,923▲7.1% | 990 |
| 2022 | $5,039,038▲17.2% | $5,397,258▲20.1% | $9,670,141▼3.6% | $12,235,142▼7.0% | 990 |
| 2021 | $4,300,696▲40.3% | $4,493,053▲73.9% | $10,028,361▼1.9% | $13,152,497▲1.6% | 990 |
| 2020 | $3,064,726▼31.9% | $2,584,172▼48.7% | $10,220,718▼3.6% | $12,939,489▼3.0% | 990 |
| 2019 | $4,501,549▼7.5% | $5,037,889▲2.0% | $10,599,158▼4.8% | $13,335,660▼5.3% | 990 |
| 2018 | $4,866,808▲9.4% | $4,937,108▲2.9% | $11,135,498▼0.6% | $14,089,236▼0.4% | 990 |
| 2017 | $4,450,161▲18.4% | $4,795,855▲3.5% | $11,205,798▼3.0% | $14,142,290▼3.0% | 990 |
| 2016 | $3,758,428▼23.9% | $4,635,214▲6.3% | $11,551,492▼7.8% | $14,578,006▼4.8% | 990 |
| 2015 | $4,937,083▲6.5% | $4,360,052▼9.8% | $12,532,750▲4.8% | $15,317,975▼0.1% | 990 |
| 2014 | $4,637,249▼12.9% | $4,836,401▼10.2% | $11,955,719▼1.6% | $15,337,531▼2.0% | 990 |
| 2013 | $5,323,037 | $5,388,611▲10.3% | $12,154,871▼1.2% | $15,657,341▼6.1% | 990 |
| 2012 | — | $4,886,188▼0.1% | $12,299,512▲5.7% | $16,671,302▼5.7% | 990 |
| 2011 | — | $4,889,278▲7.4% | $11,631,898▲36.3% | $17,686,453▼4.1% | 990 |
| 2009 | — | $4,554,018 | $8,535,789 | $18,446,724 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
57 grants to Shakespeare & Company Inc totaling $3.1M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2024 | $91,550 |
| Philadelphia Foundation | Educational programming | 2024 | $35,000 |
| T Rowe Price Program For Charitable Giving Inc | Multiple | 2024 | $25,450 |
| American Online Giving Foundation Inc | General support | 2024 | $19,632 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $5,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $116,550 |
| American Online Giving Foundation Inc | General support | 2023 | $71,867 |
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2023 | $47,950 |
| Donor Advised Charitable Giving | Arts, culture & humanities | 2023 | $24,370 |
| Greater Miami Jewish Federation | General support | 2023 | $13,750 |
| Combined Jewish Philanthropies of Greater Boston Inc | Daf - arts & culture | 2023 | $11,650 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $11,500 |
| Community Foundation of Sarasota County Inc | Program support | 2023 | $7,000 |
| Gulf Coast Community Foundation Inc | Arts & culture | 2023 | $5,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $158,225 |
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Data for Shakespeare & Company Inc (EIN 04-2666826) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.