philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Southwest Shakespeare Company INC

Tax-deductible

Mesa, AZ501(c)(3)Arts & Culture EIN 86-0764708Revenue $466K in FY2025

On file with the IRSswshakespeare.orgPo Box 30595, 85275-0595 · Mesa, AZTax-exempt since Dec 1994Publicly supported — 509(a)(2)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Theater Company to educate and entertain through performances of works of classical theatre

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
Run by 18 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $10K a year · 2% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $77K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$24K
91% of total assets
Concern: liabilities are 91% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$466K
-21% vs prior year
Spent
$485K
To programs
63%
Net assets
$2K
By yearFY2020–FY2025
Revenue
$466K
FY2025▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$496K
FY2021$279K
FY2022$541K
FY2023$519K
FY2024$591K
FY2025$466K
Expenses
$485K
FY2025▼ -23%
Tap a bar for its year
Expenses by fiscal year
FY2020$548K
FY2021$153K
FY2022$579K
FY2023$555K
FY2024$629K
FY2025$485K
Net assets
$2K
FY2025▼ -89%
Tap a bar for its year
Net assets by fiscal year
FY2020$70K
FY2021$197K
FY2022$158K
FY2023$60K
FY2024$22K
FY2025$2K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1994.

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

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $304K Management & general 33% · $160K Fundraising 4% · $22K

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

Something off? Claim to add context

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Dan Campbell
Treasurer
$0Pt VII · Sec A
Rebecca Driggs
Board Member
$0Pt VII · Sec A
Micha Espinosa
Board Member
$0Pt VII · Sec A
Charles Goldstein
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Claude Jackson
Board Member
$0Pt VII · Sec A
Tiffany Lopez
Board Member
$0Pt VII · Sec A
See Southwest Shakespeare Company INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Stages classic plays to educate and entertain audiences.

Questions for Southwest Shakespeare Company INC

Tap to ask. Southwest Shakespeare Company INC sees how many people are interested.

Your first name shows with your question. Southwest Shakespeare Company INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

2 programs · $166K · in their own filed words · FY2024
01

Students who will be attending our weekday student matinees will have pre- show orientation workshops in their classrooms taught by one of our teaching artists and often accompanied by one of the show's actors.

$84Kprogram expense
02

On the second saturday of every main stage shakespeare production, DR.SUSAN willis, dramaturg of the alabama shakespeare festival and professor at the university of alabama, teaches a daylong seminar on the play we are producing.

$82Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Arts MidwestFY2024$26K
Natl Christian Charitable Fdn INCFY2024$20K
The Way Charitable FoundationFY2024$15K
Theater League INCFY2024$10K
Lenfestey Family Foundation INCFY2024$5K
Charles and Laura Goldstein Philanthropic FoundationFY2024$1K
Total grants receivedfrom 6 funders$77K
See all 6 funders →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$466K
Ln 12
Gifts and grantsLn 1h$308K
Fees for servicesLn 2g$158K
Money outPt IX
$485K
Ln 25
Programscol B$304K
Managementcol C$160K
Fundraisingcol D$22K
Owns and owesPt X
$2K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$26K
LiabilitiesLn 26$24K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$308K
Government grantsLn 1e$110K
Fees for servicesLn 2g$158K
Total revenueLn 12$466K
Assets in detailPt X, end of year
CashLn 1$17K
Cash and savings togetherLn 1–2$17K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$26K
LiabilitiesLn 26$24K
Net assetsLn 32$2K
OperationsPt I, VI
EmployeesI 54
VolunteersI 618
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1K$17K
Land, buildings, equipmentLn 10c$6K$3K
Total assetsLn 16$73K$26K
LiabilitiesLn 26$52K$24K
Net assetsLn 32$22K$2K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$287K$218K$69K
Legal feesLn 11b$8K$8K
Other fees for servicesLn 11g$69K$46K$1K$22K
Advertising and promotionLn 12$29K$29K
Office expensesLn 13$40K$763$40K
OccupancyLn 16$31K$30K$944
TravelLn 17$9K$5K$4K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$2K$615$2K
Total functional expensesLn 25$485K$304K$160K$22K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $466K$485K−$19K$2K 990 PDF
FY2024 $591K$629K−$39K$22K 990 PDF
FY2023 $519K$555K−$36K$60K 990 PDF
FY2022 $541K$579K−$38K$158K 990 PDF
FY2021 $279K$153K$126K$197K 990 PDF
FY2020 $496K$548K−$52K$70K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $466,169 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $397,193$308,046
I-9 Program service revenuePrior year $193,469$158,123
I-10 Investment incomePrior year $3$0
I-11 Other revenue$0
I-12 Total revenuePrior year $590,665$466,169
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $284,452$287,399
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $344,918$197,923
I-18 Total expensesPrior year $629,370$485,322
I-19 Revenue less expensesPrior year −$38,705−$19,153
Part VI · Governance 12 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $466,169 across 5 lines filed
VIII-1e Government grants$110,017
VIII-1f All other contributions, gifts and grants$198,029
VIII-1h Total contributions, gifts and grants$308,046
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $158,123$158,123
VIII-12 Total revenueRelated to mission $158,123$466,169
Part IX · Statement of functional expenses $485,322 across 10 lines filed
IX-7 Other salaries and wagesPrograms $218,195 · Management $69,204$287,399
IX-11b Legal feesManagement $7,507$7,507
IX-11g Other fees for servicesPrograms $46,439 · Management $1,018 · Fundraising $21,566$69,023
IX-12 Advertising and promotionManagement $29,271$29,271
IX-13 Office expensesPrograms $763 · Management $39,592$40,355
IX-16 OccupancyPrograms $30,007 · Management $944$30,951
IX-17 TravelPrograms $5,018 · Management $3,965$8,983
IX-22 Depreciation, depletion and amortizationPrograms $2,981$2,981
IX-23 InsuranceManagement $6,360$6,360
IX-24 Other expenses (24a–d)Programs $615 · Management $1,877$2,492
IX-25 Total functional expensesPrograms $304,018 · Management $159,738 · Fundraising $21,566$485,322
Part X · Balance sheet $25,915 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,188$16,717
X-4 Accounts receivableStart of year $65,435$30
X-9 Prepaid expenses and deferred charges$5,745
X-10c Land, buildings and equipment, netStart of year $6,404$3,423
X-16 Total assetsStart of year $73,027$25,915
X-19 Deferred revenueStart of year $1,780$23,565
X-26 Total liabilitiesStart of year $51,524$23,565
X-27 Net assets without donor restrictionsStart of year $21,503$2,350
X-32 Total net assets or fund balancesStart of year $21,503$2,350
X-33 Total liabilities and net assetsStart of year $73,027$25,915
Part XI · Reconciliation of net assets $2,350 net assets at year end
XI-1 Total revenue$466,169
XI-2 Total expenses$485,322
XI-3 Revenue less expenses−$19,153
XI-4 Net assets at start of year$21,503
XI-10 Net assets at end of year$2,350

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.