Play on Shakespeare FY2022 filing

Tax-deductible

Ashland, OR501(c)(3)Arts & CultureEIN 83-1161065Revenue $10K in FY2022

On file with the IRSplayonshakespeare.org120 N 1st St Unit 955, 97520-0813 · Ashland, ORTax-exempt since May 2019Publicly supported charity — 170(b)(1)(A)(vi)

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Play on Shakespeare has been organized to enhance the understanding of shakespeare's plays in performance for theatre professionals, students, and audiences by engaging with contemporary translations and adaptations.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$154K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $198K a year · 9% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$154K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 14.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $4.6M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$99K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10K
-100% vs prior year
Spent
$2.0M
To programs
79%
Net assets
$2.3M
By yearFY2020–FY2024
Revenue
$10K
FY2022▼ -100%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$4.3M
FY2022$10K
FY2023$2.9M
FY2024$2.9M
Expenses
$2.0M
FY2022▲ +35%
Tap a bar for its year
Expenses by fiscal year
FY2020$894K
FY2021$1.5M
FY2022$2.0M
FY2023$2.2M
FY2024$3.6M
Net assets
$2.3M
FY2022▼ -47%
Tap a bar for its year
Net assets by fiscal year
FY2020$379K
FY2021$4.3M
FY2022$2.3M
FY2023$3.0M
FY2024$2.4M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.6M Management & general 19% · $399K Fundraising 1% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $154K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & Co-Founder
$154,500Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Lue Douthit’s $172K as President is at the 75th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lue Douthit$172,398$137,942$154,500$157,366$125,779
Taylor Bailey$124,434$103,004———
Kamilah Long———$115,390—
Amrita Ramanan———$62,492$4,000
Summer Martin—$8,949———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Play on Shakespeare executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enhances understanding of Shakespeare through contemporary translations and adaptations.

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Provided by the organization

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3 programs · $1.6M · in their own filed words · FY2022
01

General Programs

Includes all the work involved in promoting play on shakespeare, its commissioned plays, and education-related activities.

$875Kprogram expense
02

Sponsorships

Are grants to arts organizations who produce play on shakespeare commissioned work or translated or adapted shakespeare, aligned with play on's mission.

$668Kprogram expense
03

Annual Gifts

Are awards to other arts organizations to carry out their work.

$84Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$4.6M
Grants paid · 69 grants · $3.2M · 2021–2024
Idaho Shakespeare Festival INCID · FY2024$250,000
Magic Theatre INCCA · FY2024$179,000
Portland Center StageOR · FY2024$169,000
Unitemized GrantFY2024$147,944
Group I Acting Company INCNY · FY2024$125,000
Portland Shakespeare ProjectOR · FY2024$56,500
Hero Theatre INCCA · FY2024$55,000
Dubois Family Foundation INCOH · FY2024$15,000
Ashland New Plays FestivalOR · FY2024$15,000
Black Theatre UnitedNY · FY2024$13,000
Ramapo College FoundationNJ · FY2024$10,000
See all 69 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$10K
Ln 12
Gifts and grantsLn 1h$7K
Other incomeLn 4–11$2K
Investment incomeLn 3$220
Money outPt IX
$2.0M
Ln 25
Programscol B$1.6M
Managementcol C$399K
Fundraisingcol D$22K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$2.4M
LiabilitiesLn 26$99K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$220
Other incomeLn 4–11$2K
Total revenueLn 12$10K
Assets in detailPt X, end of year
CashLn 1$2.4M
Cash and savings togetherLn 1–2$2.4M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$2.4M
LiabilitiesLn 26$99K
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 510
VolunteersI 64
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$4.4M$2.4M
Land, buildings, equipmentLn 10c$1K$0
Total assetsLn 16$4.4M$2.4M
LiabilitiesLn 26$39K$99K
Net assetsLn 32$4.3M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$626K$626K
Grants to domestic individualsLn 2$3K$3K
Grants and assistance to foreign recipientsLn 3$90K$90K
Pay of current officers, directors and key staffLn 5$154K$105K$46K$3K
Other salaries and wagesLn 7$592K$529K$47K$17K
Pension plan contributionsLn 8$9K$9K
Other employee benefitsLn 9$73K$73K
Payroll taxesLn 10$36K$36K
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$48K$48K
Other fees for servicesLn 11g$243K$160K$83K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$37K$21K$16K
Information technologyLn 14$685$332$353
OccupancyLn 16$21K$10K$9K$1K
TravelLn 17$96K$79K$17K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$4K$2K$3K$0
Total functional expensesLn 25$2.0M$1.6M$399K$22K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.9M$3.6M−$640K$2.4M 990 PDF
FY2023 $2.9M$2.2M$729K$3.0M 990 PDF
FY2022 Viewing $10K$2.0M−$2.0M$2.3M 990 PDF
FY2021 $4.3M$1.5M$2.8M$4.3M 990 PDF
FY2020 $1.1M$894K$173K$379K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $9,656 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,285,527$7,253
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $73$220
I-11 Other revenuePrior year $0$2,183
I-12 Total revenuePrior year $4,285,600$9,656
I-13 Grants and similar amounts paidPrior year $429,473$719,102
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $724,993$863,919
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $364,928$465,991
I-18 Total expensesPrior year $1,519,394$2,049,012
I-19 Revenue less expensesPrior year $2,766,206−$2,039,356
Part VI · Governance 4 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,656 across 11 lines filed
Lines not itemized here account for $2,183 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$7,253
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$7,253
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $220$220
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $2,183 · Unrelated business $0 · Excluded from tax $220$9,656
Part IX · Statement of functional expenses $2,049,012 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $625,665$625,665
IX-2 Grants to domestic individualsPrograms $3,437$3,437
IX-3 Grants and assistance to foreign recipientsPrograms $90,000$90,000
IX-5 Pay of current officers, directors and key staffPrograms $105,005 · Management $46,171 · Fundraising $3,324$154,500
IX-7 Other salaries and wagesPrograms $528,714 · Management $46,533 · Fundraising $16,737$591,984
IX-8 Pension plan contributionsManagement $8,595$8,595
IX-9 Other employee benefitsManagement $72,749$72,749
IX-10 Payroll taxesManagement $36,091$36,091
IX-11b Legal feesManagement $7,897$7,897
IX-11c Accounting feesManagement $48,490$48,490
IX-11g Other fees for servicesPrograms $160,046 · Management $82,888$242,934
IX-12 Advertising and promotionPrograms $2,200$2,200
IX-13 Office expensesPrograms $21,297 · Management $16,157$37,454
IX-14 Information technologyPrograms $332 · Management $353$685
IX-16 OccupancyPrograms $10,447 · Management $8,799 · Fundraising $1,493$20,739
IX-17 TravelPrograms $79,364 · Management $16,573$95,937
IX-22 Depreciation, depletion and amortizationManagement $1,433$1,433
IX-23 InsuranceManagement $4,032$4,032
IX-24 Other expenses (24a–d)Programs $1,674 · Management $2,516 · Fundraising $0$4,190
IX-25 Total functional expensesPrograms $1,628,181 · Management $399,277 · Fundraising $21,554$2,049,012
Part X · Balance sheet $2,405,694 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $4,378,944$2,404,672
X-9 Prepaid expenses and deferred chargesStart of year $1,677$1,022
X-10c Land, buildings and equipment, netStart of year $1,433$0
X-16 Total assetsStart of year $4,384,645$2,405,694
X-17 Accounts payable and accrued expensesStart of year $29,820$90,909
X-25 Other liabilitiesStart of year $9,228$8,544
X-26 Total liabilitiesStart of year $39,048$99,453
X-27 Net assets without donor restrictionsStart of year $3,850,000$2,306,241
X-28 Net assets with donor restrictionsStart of year $495,597$0
X-32 Total net assets or fund balancesStart of year $4,345,597$2,306,241
X-33 Total liabilities and net assetsStart of year $4,384,645$2,405,694
Part XI · Reconciliation of net assets $2,306,241 net assets at year end
XI-1 Total revenue$9,656
XI-2 Total expenses$2,049,012
XI-3 Revenue less expenses−$2,039,356
XI-4 Net assets at start of year$4,345,597
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,306,241

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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