Nonprofit · EIN 43-1583401
THE HEART OF AMERICA SHAKESPEARE FESTIVAL
Tax-exempt · KANSAS CITY, MO 64111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $996,108 | $1,055,092 | -$58,984 | $1,524,167 | $51,950 | $1,472,217 |
| September 30, 2024 | 990 | $1,089,224 | $1,034,255 | $54,969 | $1,521,397 | $70,189 | $1,451,208 |
| September 30, 2023 | 990 | $1,042,644 | $977,800 | $64,844 | $1,339,464 | $95,788 | $1,243,676 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $775,895
- of which government grants
- $65,204
- Program service revenue
- $162,277
- Investment income
- $52,047
- Net gain from sales of assets
- $11,325
- Net income from fundraising events
- $5,892
- Other revenue
- $5,889
Expenses
- Grants and similar amounts paid
- $4,132
- Other salaries and wages
- $352,569
- Salaries, compensation and benefits (total)
- $533,553
- Professional fundraising fees
- $0
- Legal fees
- $6,748
- Accounting fees
- $36,955
- Occupancy
- $30,671
- Travel
- $3,870
- Depreciation
- $4,372
- Program services (functional)
- $777,346
- Management and general (functional)
- $169,300
- Fundraising (functional)
- $108,446
Balance sheet and other
- Total assets, start of year
- $1,521,397
- Total assets, end of year
- $1,524,167
- Total liabilities, end of year
- $51,950
- Net assets, end of year
- $1,472,217
- Land, buildings and equipment
- $4,758
- Publicly traded securities
- $1,206,686
- Net assets without donor restrictions
- $257,222
- Net assets with donor restrictions
- $1,214,995
- Gross receipts
- $1,056,152
- Employees
- 82
- Volunteers
- 106
- Year formed
- 1991
- State of legal domicile
- MO
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIDONIE GARRETT | EXECUTIVE ARTISTIC DIRECTO Trustee or director, Officer | 45 | $105,923 | $23,344 |
| GABE EGLI | CO-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER GRAMLING | CO-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WADE KERRIGAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ASHCRAFT MD | V.P. OPERATIONS Trustee or director, Officer | 0.5 | $0 | $0 |
| LISA WENDELBURG | V.P. EDUCATION Trustee or director, Officer | 0.5 | $0 | $0 |
| ALLAN S GRAY II | V.P.COMMUNITY ENGAGEMENT Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRIS BANNISTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BEVERLY ELVING | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| YE BILL | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| TJ LYNN | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| PATRICIA DAVISON | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| LINDA WORD | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| DAN BUKOVAC | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| SHIRLEY BUSH HELZBERG | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R CROSBY KEMPER III | PAST PRESIDENT Trustee or director | 0.5 | $0 |
| MICHAEL ABRAMS | DIRECTOR Trustee or director | 0.5 | $0 |
| BERNIE ASHCRAFT | DIRECTOR Trustee or director | 0.5 | $0 |
| BARBARA BLOCH | DIRECTOR Trustee or director | 0.5 | $0 |
| DEANNA DIEBOLT | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN HOLLAND | DIRECTOR Trustee or director | 0.5 | $0 |
| TOM MENTZER | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHNATHAN STATON | DIRECTOR Trustee or director | 0.5 | $0 |
| JASON WALDRON | DIRECTOR Trustee or director | 0.5 | $0 |
| SUSAN PORTER | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIDONIE GARRETT | EXECUTIVE ARTISTIC DIRECTOR Trustee or director, Officer | 45 | $96,088 | $18,930 |
| GABE EGLI | CO-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER GRAMLING | CO-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WADE KERRIGAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ASHCRAFT MD | V.P. OPERATIONS Trustee or director, Officer | 0.5 | $0 | $0 |
| LISA WENDELBURG | V.P. EDUCATION Trustee or director, Officer | 0.5 | $0 | $0 |
| ALLAN S GRAY II | V.P.COMMUNITY ENGAGEMENT Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRIS BANNISTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BEVERLY ELVING | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| BILL YE | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| TJ LYNN | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| PATRICIA DAVISON | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| LINDA WORD | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| DAN BUKOVAC | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| SHIRLEY BUSH HELZBERG | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| R CROSBY KEMPER III | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| MICHAEL ABRAMS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BERNIE ASHCRAFT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BARBARA BLOCH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JESSICA CHANOS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DEANNA DIEBOLT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PAUL GUTIERREZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KAREN HOLLAND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PAT KONOPKA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TOM MENTZER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHNATHAN STATON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JASON WALDRON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended September 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIDONIE GARRETT | EXECUTIVE ARTISTIC DIRECTOR Trustee or director, Officer | 45 | $84,404 | $18,893 |
| BEVERLY ELVING | BOARD CO-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTOPHER GRAMLING | BOARD CO-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT ASHCRAFT MD | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ALLAN S GRAY II | VICE-PRESIDENT OF COMMUNITY ENGAGEMENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA WENDELBURG | VICE-PRESIDENT OF EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL CLINE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GABE EGLI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BILL YE | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| TJ LYNN | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| DANIEL BUKOVAC | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| PATRICIA DAVISON | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| R CROSBY KEMPER III | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| SHIRLEY BUSH HELZBERG | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| LINDA WORD | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| MICHAEL ABRAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS BANNISTER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARBARA BLOCH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JESSICA CHANOS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEANNA DIEBOLT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL GUTIERREZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN HOLLAND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WADE KERRIGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM MENTZER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JONATHAN STATON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CINDY PRATT STOKES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON WALDRON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BERNADETTE ASHCRAFT | ADVISORY COMMITTEE MEMBER Trustee or director | 2 | $0 | $0 |
| SUSAN PORTER MD | ADVISORY COMMITTEE MEMBER Trustee or director | 2 | $0 | $0 |
| BLAKE WENDELBURG | ADVISORY COMMITTEE MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3732 MAIN ST, KANSAS CITY, MO 64111-1913
- Principal officer (990 for 2024)
- SIDONIE GARRETT, 3732 MAIN STREET, KANSAS CITY, MO 64111
- Signed the 990
- SIDONIE GARRETT, EXECUTIVE ARTISTIC DIRECTOR
- Phone
- (816) 531-7728
- Website
- WWW.KCSHAKES.ORG
- Return prepared by
- BRIDGEBUILDER TAX AND LEGAL SERVICES PA
Mission
THE ORGANIZATION MAKES THE WORKS OF SHAKESPEARE AND SHAKESPEAR-INSPIRED WORKS ACCESSIBLE TO A DIVERSE AUDIENCE THROUGH A FREE, PROFESSIONAL, OUTDOOR FESTIVAL, AND ADDITIONAL FREE AND PAID PERFORMANCES AND EDUCATIONAL PROGRAMS.
Program accomplishments
- THE ORGANIZATION PRODUCES FREE PROFESSIONAL (ACTORS EQUITY ASSOCIATION) THEATRICAL PERFORMANCES OF SHAKESPEARE PLAYS ANF PROMOTES THOSE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS. FOR THE FESTIVAL'S 33RD SEASON (2024-2025) 20,963 ATTENDED PRODUCTIONS OR PARTICIPATED IN THESE PROGRAMS IN THE GREATER KANSAS CITY METROPOLITAN AREA.Expenses $777,346 · grants $4,132 · revenue $173,602
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 43-1583401
- 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
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A65Z)
- Assets (IRS master file)
- $1,524,167
- Income (IRS master file)
- $1,056,152
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $996,108 | $1,055,092 | $1,524,167 | XML |
| 990 | September 2024 | $1,089,224 | $1,034,255 | $1,521,397 | XML |
| 990 | September 2023 | $1,042,644 | $977,800 | $1,339,464 | XML |
| 990 | September 2022 | $1,126,486 | $945,343 | $1,170,520 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 43-1583401).
Questions about THE HEART OF AMERICA SHAKESPEARE FESTIVAL
- What is the EIN of THE HEART OF AMERICA SHAKESPEARE FESTIVAL?
- The employer identification number (EIN) of THE HEART OF AMERICA SHAKESPEARE FESTIVAL is 43-1583401.
- Is THE HEART OF AMERICA SHAKESPEARE FESTIVAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THE HEART OF AMERICA SHAKESPEARE FESTIVAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HEART OF AMERICA SHAKESPEARE FESTIVAL 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 THE HEART OF AMERICA SHAKESPEARE FESTIVAL due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HEART OF AMERICA SHAKESPEARE FESTIVAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE HEART OF AMERICA SHAKESPEARE FESTIVAL?
- The 990 for the year ended September 30, 2025 names SIDONIE GARRETT.
- Who are the officers and directors of THE HEART OF AMERICA SHAKESPEARE FESTIVAL?
- The 990 for the year ended September 30, 2025 lists 25 people; 1 received compensation from the organization, the highest $105,923 (SIDONIE GARRETT, EXECUTIVE ARTISTIC DIRECTO).
- How much revenue does THE HEART OF AMERICA SHAKESPEARE FESTIVAL have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $996,108, expenses of $1,055,092 and total assets of $1,524,167 at year end.
Other nonprofits in KANSAS CITY
- NELSON GALLERY FOUNDATION EIN 44-6012977 · last filed 990 for 2025
- AMERICAN THEATRE GUILD EIN 47-1552222 · last filed 990 for 2025
- NATIONAL WORLD WAR I MUSEUM AND MEMORIAL EIN 43-6052673 · last filed 990 for 2024
- PUBLIC TELEVISION 19 INC EIN 23-7114952 · last filed 990 for 2025
- STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC EIN 44-0552079 · last filed 990 for 2025
- KANSAS CITY SYMPHONY EIN 43-1297475 · last filed 990 for 2025
- UNION STATION KANSAS CITY INC EIN 43-1890025 · last filed 990 for 2024
- KAUFFMAN CENTER FOR THE PERFORMING ARTS EIN 43-1866550 · last filed 990 for 2025
All nonprofits in KANSAS CITY · Missouri · Arts, culture and humanities