Nonprofit · EIN 04-2666826
SHAKESPEARE & COMPANY INC
Tax-exempt · LENOX, MA 01240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $9,297,486 | $5,363,730 | $3,933,756 | $14,725,184 | $767,090 | $13,958,094 |
| March 31, 2025 | 990 | $4,889,913 | $5,124,200 | -$234,287 | $12,992,040 | $2,967,702 | $10,024,338 |
| March 31, 2024 | 990 | $6,237,956 | $5,649,472 | $588,484 | $13,108,923 | $2,850,298 | $10,258,625 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $6,571,937
- of which government grants
- $182,184
- Program service revenue
- $2,397,171
- Investment income
- $93,980
- Net rental income
- $193,335
- Net gain from sales of assets
- $91,050
- Net income from fundraising events
- $12,003
- Net income from sales of inventory
- $29,060
- Other revenue
- $234,398
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $266,910
- Other salaries and wages
- $2,393,479
- Salaries, compensation and benefits (total)
- $3,184,007
- Professional fundraising fees
- $0
- Legal fees
- $327
- Accounting fees
- $29,050
- Occupancy
- $402,480
- Travel
- $61,115
- Depreciation
- $535,428
- Program services (functional)
- $4,380,745
- Management and general (functional)
- $221,395
- Fundraising (functional)
- $761,590
Balance sheet and other
- Total assets, start of year
- $12,992,040
- Total assets, end of year
- $14,725,184
- Total liabilities, end of year
- $767,090
- Net assets, end of year
- $13,958,094
- Land, buildings and equipment
- $9,991,713
- Net assets without donor restrictions
- $10,329,272
- Net assets with donor restrictions
- $3,628,822
- Gross unrelated business income
- $66,466
- Gross receipts
- $10,308,628
- Employees
- 168
- Volunteers
- 196
- Year formed
- 1978
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSANNAH GOREY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $120,193 | $0 |
| BELTON ALLYN BURROWS | ARTISTIC DIRECTOR Trustee or director, Officer | 40 | $92,043 | $23,319 |
| KEVIN COLEMAN | FOUNDING TRUSTEE/DIR. OF EDUCATION Trustee or director | 40 | $56,595 | $1,846 |
| WENDY CALKINS | FORMER FINANCE DIRECTOR Officer | 40 | $50,375 | $0 |
| CHRISTINA PACKER | FOUNDING TRUSTEE Trustee or director | 40 | $47,931 | $1,846 |
| MARTHA READ | FINANCE DIRECTOR Officer | 40 | $22,979 | $367 |
| KELLY GALVIN | ARTIST TRUSTEE Trustee or director | 10 | $0 | $0 |
| BEVERLY HYMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY B KONOWITCH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH WERNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KAREN KOWGIOS | PRIOR TREASURER THRU OCT 2025 Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL A MILLER | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| HENRY BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDRA BOURGEOIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHOEBE GIDDON | TRUSTEE Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HELFER | TRUSTEE Trustee or director | 1 | $0 |
| ANITA HELLER | TRUSTEE Trustee or director | 1 | $0 |
| JENIFER SALZBERG | TRUSTEE Trustee or director, Officer | 1 | $0 |
| GREG LIPPER | TRUSTEE Trustee or director | 1 | $0 |
| BARRI MARKS | TRUSTEE Trustee or director | 1 | $0 |
| RICARDO MORALES | TRUSTEE Trustee or director | 1 | $0 |
| BARRY R SHAPIRO | TRUSTEE Trustee or director | 1 | $0 |
| LICIA SKY | TRUSTEE Trustee or director | 1 | $0 |
| MARY BRABECK | TRUSTEE Trustee or director | 1 | $0 |
| BONNIE SAKS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT B STRASSLER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DOUGLAS THOMPSON | ARTIST TRUSTEE Trustee or director | 1 | $0 |
| ANDREW B WEINBERGER | TRUSTEE Trustee or director | 1 | $0 |
| MARYANN HOUSE | TRUSTEE Trustee or director | 1 | $0 |
| IRINA SHIFRIN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BELTON ALLYN BURROWS | ARTISTIC DIRECTOR Trustee or director, Officer | 40 | $100,042 | $12,044 |
| RICHARD MARTELLE | FORMER FINANCE DIRECTOR/CONTROLLER Officer | 40 | $74,361 | $3,858 |
| KEVIN COLEMAN | FOUNDING TRUSTEE/DIR. OF EDUCATION Trustee or director | 40 | $58,066 | $1,300 |
| CHRISTINA PACKER | FOUNDING TRUSTEE Trustee or director | 40 | $52,154 | $6,422 |
| WENDY CALKINS | FINANCE DIRECTOR/CONTROLLER Officer | 40 | $23,125 | $0 |
| KELLY GALVIN | ARTIST TRUSTEE Trustee or director | 10 | $0 | $0 |
| BEVERLY HYMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY B KONOWITCH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JENIFER SALZBERG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KAREN KOWGIOS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL A MILLER | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| HENRY BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDRA BOURGEOIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHOEBE GIDDON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL HELFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANITA HELLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KENNETH WERNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG LIPPER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRI MARKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICARDO MORALES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MACAIRE PACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRY R SHAPIRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LICIA SKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBORAH ANNEX | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SORKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT B STRASSLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DOUGLAS THOMPSON | ARTIST TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW B WEINBERGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ANN HOUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IRINA SHIFRIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD MARTELLE | FINANCE DIRECTOR/CONTROLLER Officer | 40 | $98,205 | $8,351 |
| BELTON ALLYN BURROWS | ARTISTIC DIRECTOR Trustee or director, Officer | 40 | $94,495 | $11,900 |
| AMY HANDELSMAN UNTIL 22024 | MANAGING DIRECTOR Officer | 40 | $102,375 | $0 |
| CHRISTINA PACKER | FOUNDING TRUSTEE Trustee or director | 40 | $50,784 | $7,286 |
| KEVIN COLEMAN | FOUNDING TRUSTEE/DIR. OF EDUCATION Trustee or director | 40 | $56,120 | $1,300 |
| KELLY GALVIN | ARTIST TRUSTEE Trustee or director | 10 | $200 | $0 |
| BEVERLY HYMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY B KONOWITCH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JENIFER SALZBERG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH WERNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL A MILLER | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| HENRY BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDRA BOURGEOIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHOEBE GIDDON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL HELFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANITA HELLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN KOWGIOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG LIPPER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRI MARKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICARDO MORALES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MACAIRE PACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRY R SHAPIRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LICIA SKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID A SMITH UNTIL 32024 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SORKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT B STRASSLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DOUGLAS THOMPSON | ARTIST TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW B WEINBERGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 70 KEMBLE ST, LENOX, MA 01240-2813
- Principal officer (990 for 2025)
- KENNETH WERNER, 70 KEMBLE STREET, LENOX, MA 01240
- Signed the 990
- KENNETH WERNER, TREASURER
- Phone
- (413) 637-1199
- Website
- WWW.SHAKESPEARE.ORG
- Return prepared by
- ADELSON & COMPANY PC
Mission
THE MISSION OF SHAKESPEARE & COMPANY IS TO DELIVER A SUSTAINABLE AND VITAL PROGRAM OF PERFORMANCE, TRAINING, AND EDUCATION, INTEGRATED FOR THE DEEPENED EXPERIENCE OF THE ARTISTS, THE AUDIENCE, THE COMPANY, AND THE COMMUNITY. (CONTINUED ON SCHEDULE O) WE EMBRACE THE CORE VALUES OF SHAKESPEARE'S WORK: COLLABORATION, COMMITMENT TO LANGUAGE, VISCERAL EXPERIENCE AND CLASSICAL IDEALS, EXPRESSED WITH PHYSICAL PROWESS AND AN EMBODIED CONTEMPORARY VOICE.
Program accomplishments
- PERFORMANCE:THE ORGANIZATION PRODUCES LIVE THEATRICAL PERFORMANCES THAT INCLUDE THE BUILDING OF COSTUMES AND SETS FROM ORGANIC RAW MATERIALS AND DESIGNS; ORIGINAL LIGHTING AND SOUND DESIGN AND MUSICAL SCORES. LIVE PERFORMANCES WERE PERFORMED OUTDOORS IN TWO THEATERS AND INSIDE IN TWO FACILITIES. WINTER STAGED READINGS AND PRODUCTION AND LECTURES WERE DEVISED AS WELL. SEATING CAPACITY PER PERFORMANCE VARIED FROM 150 TO 400.Expenses $2,771,339 · revenue $1,480,657
- EDUCATION:FISCAL YEAR 2026 CONSISTED OF MANY EDUCATION PROGRAMS. FALL FESTIVAL OF SHAKESPEARE, A 10 WEEK IN-SCHOOL RESIDENCY IN TEN SCHOOLS WITH PUBLIC PERFORMANCES IN THE SCHOOLS AND ON OUR CAMPUS. NORTHEAST REGIONAL TOUR OF SHAKESPEARE, A 4 MONTH NORTHEAST TOUR OF IN-SCHOOL PERFORMANCES OF NON-EQUITY PRODUCTION OF A SHAKESPEARE PLAY. SHAKESPEARE IN THE COURTS PROJECT, IN COLLABORATION WITH THE BERKSHIRE JUNVENILE COURT ABJUDICATED JUVENILE OFFENDERS WORK WITH ARTISTS AND PARTICIPATE IN CLASSES, REHEARSALS AND PERFORMANCES OF SHAKESPEARE SCENES. RIOTOUS YOUTH, SUMMER ACTING CAMP FOR CHILDREN AND TEENS THAT INTRODUCE THEM TO THE LANGUAGE, STORY, CHARACTERS AND IDEAS IN THE SHAKESPEARE PLAYS. RESIDENCIES, LOCAL AND (CONTINUED ON SCHEDULE O) NON-LOCAL IN-SCHOOL PROGRAMS WITH TEAMS OF TEACHERS, DIRECTORS AND TECHNICAL STAFF WORKING IN COLLABORATION WITH EDUCATORS TO INTRODUCE STUDENTS TO SHAKESPEARE. SHAKESPEARE & YOUNG COMPANY, DESIGNED TO FURTHER DEVELOP YOUNG ACTORS AND EMPOWER THEM AS CREATIVE INDIVIDUALS. PROFESSIONAL DEVELOPMENT WORKSHOPS, FOR TEACHERS AND TEACHING ARTISTS, ONE-WEEK WORKSHOPS HELD IN THE SUMMER TO HELP CREATE SHAKESPEARE LEARNING ON STAGE AND IN CLASSROOMS.Expenses $1,147,729 · revenue $640,088
- TRAINING:THE CENTER FOR ACTOR TRAINING OFFERS A WIDE RANGE OF ACTING WORKSHOPS FOR PROFESSIONAL ARTISTS AT VARIOUS STAGES IN THEIR CAREERS, FROM UNIVERSITY STUDENTS TO ADVANCED PROFESSIONALS. THE TRAINING IS BASED ON TEACHING METHODS DEVELOPED BY ORGANIZATION FOUNDERS INCLUDING TINA PACKER AND KRISTIN LINKLATER, AND HAS EVOLVED FOR MORE THAN 40 YEARS THROUGH THE COLLABORATION OF SPECIALIZED TEACHERS IN EVERY DISCIPLINE. MONTH-LONG INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS MID-CAREER PROFESSIONAL ACTORS WHICH FOCUSES ON MULTI-FACETED SHAKESPERIAN PRINCIPLES. SUMMER SHAKESPEARE INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS UNDER-GRADUATE THEATER MAJORS, RECENT GRADUATES AND EARLY-CAREER PROFESSIONAL ACTORS. (CONTINUED ON SCHEDULE O)WE ALSO OFFER MANY WEEKEND INTENSIVE TRAININGS AS WELL AS WEEK-LONG FOCUSED TRAININGS.Expenses $461,677 · revenue $403,295
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2666826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A650)
- Assets (IRS master file)
- $14,725,184
- Income (IRS master file)
- $10,308,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $9,297,486 | $5,363,730 | $14,725,184 | XML |
| 990-T | March 2026 | – | – | – | IRS |
| 990 | March 2025 | $4,889,913 | $5,124,200 | $12,992,040 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $6,237,956 | $5,649,472 | $13,108,923 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $5,039,038 | $5,397,258 | $12,235,142 | IRS |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2666826).
Questions about SHAKESPEARE & COMPANY INC
- What is the EIN of SHAKESPEARE & COMPANY INC?
- The employer identification number (EIN) of SHAKESPEARE & COMPANY INC is 04-2666826.
- Is SHAKESPEARE & COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SHAKESPEARE & COMPANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHAKESPEARE & COMPANY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHAKESPEARE & COMPANY INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAKESPEARE & COMPANY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of SHAKESPEARE & COMPANY INC?
- The 990 for the year ended March 31, 2026 names KENNETH WERNER.
- Who are the officers and directors of SHAKESPEARE & COMPANY INC?
- The 990 for the year ended March 31, 2026 lists 30 people; 6 received compensation from the organization, the highest $120,193 (SUSANNAH GOREY, DIRECTOR OF DEVELOPMENT).
- How much revenue does SHAKESPEARE & COMPANY INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $9,297,486, expenses of $5,363,730 and total assets of $14,725,184 at year end.
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