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Nonprofit · EIN 61-6036654

KENTUCKY SHAKESPEARE FESTIVAL INC

Tax-exempt · LOUISVILLE, KY 40208

Financials

$1.3M$1.4M2022$1.4M$1.4M2023$1.5M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of KENTUCKY SHAKESPEARE FESTIVAL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$1,511,540$1,530,823-$19,283$894,042$475,792$418,250
August 31, 2024990$1,372,700$1,408,071-$35,371$961,999$524,466$437,533
August 31, 2023990$1,295,667$1,412,862-$117,195$1,057,969$585,065$472,904
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$923,668
of which government grants
$130,000
Program service revenue
$588,373
Investment income
$0
Net income from fundraising events
-$7,065
Other revenue
-$501

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$128,492
Other salaries and wages
$568,809
Salaries, compensation and benefits (total)
$796,143
Professional fundraising fees
$0
Accounting fees
$16,800
Occupancy
$52,148
Travel
$31,963
Depreciation
$87,419
Program services (functional)
$1,345,196
Management and general (functional)
$131,536
Fundraising (functional)
$54,091

Balance sheet and other

Total assets, start of year
$961,999
Total assets, end of year
$894,042
Total liabilities, end of year
$475,792
Net assets, end of year
$418,250
Land, buildings and equipment
$413,588
Net assets without donor restrictions
$185,014
Net assets with donor restrictions
$233,236
Gross receipts
$1,533,323
Employees
11
Volunteers
100
Year formed
1960
State of legal domicile
KY

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MATT WALLACEPRODUCING ARTISTIC DIRECTOR
Officer
40$109,769$14,722
ANYA BOND-BECKLEYBOARD CHAIR
Trustee or director, Officer
1$0$0
KERRY WANGDIRECTOR
Trustee or director
1$0$0
LINCOLN SNYDERSECRETARY
Trustee or director, Officer
1$0$0
BRAD COMERTREASURER
Trustee or director, Officer
1$0$0
EMILEE CRAWFORDDIRECTOR
Trustee or director
1$0$0
JONESE FRANKLINDIRECTOR
Trustee or director
1$0$0
LASHONDRA HOODDIRECTOR
Trustee or director
1$0$0
TRACY E K'MEYERDIRECTOR
Trustee or director
1$0$0
STEPHEN KUBIATOWSKIDIRECTOR
Trustee or director
1$0$0
PAULA LOCKHARTDIRECTOR
Trustee or director
1$0$0
CHARLEY NOLDDIRECTOR
Trustee or director
1$0$0
JAVAN REEDDIRECTOR
Trustee or director
1$0$0
JODI SMILEYDIRECTOR
Trustee or director
1$0$0
RANDALL CALDWELLDIRECTOR
Trustee or director
1$0$0
9 more people on this return
NameTitleHours / weekCompensation
ALAN K MACDONALDDIRECTOR
Trustee or director
1$0
PAMELA HOWLERDADIRECTOR
Trustee or director
1$0
KAY MADRICKIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0
MICHELLE JARBOEVICE CHAIR
Trustee or director, Officer
1$0
SARA SMITH BOWMANDIRECTOR
Trustee or director
1$0
MEGAN GREENWALL CAPLANDIRECTOR
Trustee or director
1$0
ELIZABETH A CHERRYDIRECTOR
Trustee or director
1$0
MCKENZIE GARYDIRECTOR
Trustee or director
1$0
CRAIGH SCHMITTDIRECTOR
Trustee or director
1$0
990 for the year ended August 31, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
MATT WALLACEPRODUCING ARTISTIC DIRECTOR
Officer
40$104,000$13,905
KAY MADRICKBOARD CHAIR
Trustee or director, Officer
1$0$0
ANYA BOND-BECKLEYVICE CHAIR
Trustee or director, Officer
1$0$0
KERRY WANGDIRECTOR
Trustee or director, Officer
1$0$0
SHANNON HARRISSECRETARY
Trustee or director, Officer
1$0$0
BRAD COMERTREASURER
Trustee or director
1$0$0
EMILEE CRAWFORDDIRECTOR
Trustee or director
1$0$0
JONESE FRANKLINDIRECTOR
Trustee or director
1$0$0
JOAN GOULDDIRECTOR
Trustee or director
1$0$0
LASHONDRA HOODDIRECTOR
Trustee or director
1$0$0
TRACY K'MEYERDIRECTOR
Trustee or director
1$0$0
STEPHEN KUBIATOWSKIDIRECTOR
Trustee or director
1$0$0
PAULA O LOCKHARTDIRECTOR
Trustee or director
1$0$0
CHARLEY NOLDDIRECTOR
Trustee or director
1$0$0
JAVAN REEDDIRECTOR
Trustee or director
1$0$0
MICHELLE JARBOEDIRECTOR
Trustee or director
1$0$0
JODI SMILEYDIRECTOR
Trustee or director
1$0$0
LINCOLN SNYDERDIRECTOR
Trustee or director
1$0$0
RANDALL CALDWELLDIRECTOR
Trustee or director
1$0$0
ALAN MACDONALDDIRECTOR
Trustee or director
1$0$0
PAMELA HOLWERDADIRECTOR
Trustee or director
1$0$0
990 for the year ended August 31, 2023: 26 people
NameTitleHours / weekCompensationOther / benefits
MATT WALLACEPRODUCING ARTISTIC DIRECTOR
Officer
40$102,039$13,674
KAY MADRICKBOARD CHAIR
Trustee or director, Officer
1$0$0
ANYA BOND-BECKLEYVICE CHAIR
Trustee or director, Officer
1$0$0
KERRY WANGTREASURER
Trustee or director, Officer
1$0$0
SHANNON HARRISSECRETARY
Trustee or director, Officer
1$0$0
BRAD COMERDIRECTOR
Trustee or director
1$0$0
EMILY CRAWFORDDIRECTOR
Trustee or director
1$0$0
ROSIE FELFLEDIRECTOR
Trustee or director
1$0$0
LIAM FELSENDIRECTOR
Trustee or director
1$0$0
JONESE FRANKLINDIRECTOR
Trustee or director
1$0$0
JOAN GOULDDIRECTOR
Trustee or director
1$0$0
LASHONDRA HOODDIRECTOR
Trustee or director
1$0$0
TRACY K'MEYERDIRECTOR
Trustee or director
1$0$0
STEVEN KUBIATOWSKIDIRECTOR
Trustee or director
1$0$0
PAULA O LOCKHARTDIRECTOR
Trustee or director
1$0$0
CHARLEY NOLDDIRECTOR
Trustee or director
1$0$0
JAVAN REEDDIRECTOR
Trustee or director
1$0$0
ELIZABETH CHERRY SIEBERTDIRECTOR
Trustee or director
1$0$0
JODI SMILEYDIRECTOR
Trustee or director
1$0$0
LINCOLN SNYDERDIRECTOR
Trustee or director
1$0$0
BROOKE ZIMMERMANDIRECTOR
Trustee or director
1$0$0
PHILLIP ALLENEX OFFICIO/EMERITUS
Trustee or director
1$0$0
MERA COSSEY CORLETTEX OFFICIO/EMERITUS
Trustee or director
1$0$0
DAVID JAMESEX OFFICIO/EMERITUS
Trustee or director
1$0$0
DR JONATHAN C SMITHEX OFFICIO/EMERITUS
Trustee or director
1$0$0
DR PETER TANGUAYEX OFFICIO/EMERITUS
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
616 MYRTLE ST, LOUISVILLE, KY 40208-2242
Principal officer (990 for 2024)
MATT WALLACE, 616 MYRTLE ST, LOUISVILLE, KY 40208
Signed the 990
MATT WALLACE, PRODUCING ARTISTIC DIRECTOR
Phone
(502) 574-9900
Return prepared by
DEMING MALONE LIVESAY & OSTROFF PSC

Mission

GROUNDED IN THE WORKS OF SHAKESPEARE, WE ENRICH COMMUNITIES THROUGH ACCESSIBLE, INCLUSIVE, PROFESSIONAL THEATRE EXPERIENCES THAT EDUCATE, INSPIRE, AND ENTERTAIN DIVERSE AUDIENCES.

990 for the year ended August 31, 2025

Program accomplishments

  • THE OFFICIAL SHAKESPEARE FESTIVAL OF THE COMMONWEALTH OF KENTUCKY, KENTUCKY SHAKESPEARE, INC. IS A PROFESSIONAL THEATRE COMPANY PRODUCING A SEASON OF WILLIAM SHAKESPEARE PLAYS EACH SUMMER. KENTUCKY SHAKESPEARE FESTIVAL IN CENTRAL PARK IS THE LONGEST RUNNING FREE, NON-TICKETED SHAKESPEARE FESTIVAL IN THE UNITED STATES. OTHER PERFORMANCES BY KENTUCKY SHAKESPEARE, INC. INCLUDE SHAKESPEARE IN THE PARKS TOUR, SHAKESPEARE IN THE LIBRARIES TOUR, AND INDOOR PRODUCTIONS.
    Expenses $829,700 · revenue $237,372
  • THE ORGANIZATION OPERATES AN EDUCATIONAL OUTREACH PROGRAM OFFERED THROUGHOUT THE KENTUCKIANA AREA WITH PROGRAMS FOR SCHOOLS, ADULTS, VETERANS, AND VULNERABLE GROUPS WITHIN THE COMMUNITY. KENTUCKY SHAKESPEARE, INC. IS THE MOST COMPREHENSIVE IN-SCHOOL ARTS EDUCATION PROVIDER IN THE COMMONWEALTH OF KENTUCKY.
    Expenses $515,496 · revenue $357,565

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
61-6036654
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
1965
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$894,042
Income (IRS master file)
$1,533,323

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$1,511,540$1,530,823$894,042XML
990August 2024$1,372,700$1,408,071$961,999XML
990August 2023$1,295,667$1,412,862$1,057,969XML
990August 2022$1,246,485$1,338,511$820,717IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 61-6036654).

Questions about KENTUCKY SHAKESPEARE FESTIVAL INC

What is the EIN of KENTUCKY SHAKESPEARE FESTIVAL INC?
The employer identification number (EIN) of KENTUCKY SHAKESPEARE FESTIVAL INC is 61-6036654.
Is KENTUCKY SHAKESPEARE FESTIVAL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to KENTUCKY SHAKESPEARE FESTIVAL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KENTUCKY SHAKESPEARE FESTIVAL 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 KENTUCKY SHAKESPEARE FESTIVAL INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KENTUCKY SHAKESPEARE FESTIVAL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of KENTUCKY SHAKESPEARE FESTIVAL INC?
The 990 for the year ended August 31, 2025 names MATT WALLACE.
Who are the officers and directors of KENTUCKY SHAKESPEARE FESTIVAL INC?
The 990 for the year ended August 31, 2025 lists 24 people; 1 received compensation from the organization, the highest $109,769 (MATT WALLACE, PRODUCING ARTISTIC DIRECTOR).
How much revenue does KENTUCKY SHAKESPEARE FESTIVAL INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $1,511,540, expenses of $1,530,823 and total assets of $894,042 at year end.

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