Nonprofit · EIN 84-3393904
FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS
Tax-exempt · BOZEMAN, MT 59771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $844,744 | $834,960 | $9,784 | $58,684 | $0 | $58,684 |
| December 31, 2024 | 990 | $771,013 | $791,238 | -$20,225 | $48,667 | $0 | $48,667 |
| December 31, 2023 | 990 | $612,795 | $603,163 | $9,632 | $68,892 | $0 | $68,892 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $630,839
- of which government grants
- $2,500
- Program service revenue
- $201,908
- Investment income
- $47
- Net income from fundraising events
- -$5,154
- Net income from sales of inventory
- $17,104
- Other revenue
- $11,950
Expenses
- Grants and similar amounts paid
- $718,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,042
- Occupancy
- $1,265
- Travel
- $22,652
- Program services (functional)
- $807,705
- Management and general (functional)
- $21,143
- Fundraising (functional)
- $6,112
Balance sheet and other
- Total assets, start of year
- $48,667
- Total assets, end of year
- $58,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,684
- Net assets without donor restrictions
- $58,684
- Gross receipts
- $881,182
- Employees
- 0
- Volunteers
- 200
- Year formed
- 2019
- State of legal domicile
- MT
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEVIN ASSELIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $111,915 | $9,570 |
| RILEY O'TOOLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $74,080 | $9,570 |
| CARRIE WINTERSTEEN | TREASURER Trustee or director, Officer | 1 | $0 | $60,560 | $15,397 |
| HANNAH JACOBSMA | SECRETARY Trustee or director, Officer | 1 | $0 | $49,220 | $12,020 |
| JEFF NEHRING | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TOM WHYEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Kevin Asselin | President Trustee or director, Officer | 1 | $0 | $108,842 |
| Hannah Jacobsma | Secretary Trustee or director, Officer | 1 | $0 | $62,456 |
| Riley O'Toole | Vice President Trustee or director, Officer | 1 | $0 | $55,286 |
| Carrie Wintersteen | Treasurer Trustee or director, Officer | 1 | $0 | $20,769 |
| Jeff Nehring | Director Trustee or director | 0.5 | $0 | $0 |
| Thomas Whyel | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kevin Asselin | President Trustee or director, Officer | 1 | $0 | $104,782 | $9,492 |
| Callie Hamilton | Curr Treasurer Trustee or director, Officer | 1 | $0 | $84,634 | $12,912 |
| Hannah Jacobsma | Secretary Trustee or director, Officer | 1 | $0 | $60,183 | $9,192 |
| Kimberly Helms | Past Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jeff Nehring | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Tom Whyel | Director Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6214, BOZEMAN, MT 59771-6214
- In care of
- % DEBORAH MCATEE
- Mailing address (990-N for 2019)
- PO Box 6214, Bozeman MT 59771
- Principal officer (990 for 2025)
- KEVIN ASSELIN, PO BOX 6214, BOZEMAN, MT 59771
- Principal officer (990-N for 2019)
- Deborah McAtee, 630 Immanuel Way, Bozeman MT 59718
- Signed the 990
- KEVIN ASSELIN, PRESIDENT
- Phone
- (406) 994-3310
- Website
- SHAKESPEAREINTHEPARKS.ORG
- Return prepared by
- RED ROCK ACCOUNTING SOLUTIONS
Mission
FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS PROMOTES AND SUPPORTS THE PROGRAMS OF MONTANA SHAKESPEARE IN THE PARKS (MSIP), WHICH IS AN EDUCATIONAL OUTREACH PROGRAM OF MONTANA STATE UNIVERSITY. SUPPORT IS PROVIDED THROUGH FUNDRAISING AND SERVES THE POPULATION OF RESIDENTS IN THE 65-TOWN TOURING AREA ON THE FIVE-STATE SUMMER TOUR, AND K-12 STUDENTS IN MONTANA AND WYOMING SERVED BY SHAKESPEARE IN THE SCHOOLS AND MONTANA SHAKES!FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS ALSO SUPPORTS MSIP THROUGH TWO DIRECT MAIL CAMPAIGNS, A GIVING DAY CAMPAIGN, TWO IN-PERSON BENEFIT EVENTS, AND BY SECURING SEVERAL PROGRAM GRANTS.
Program accomplishments
- SUMMER TOUR: THE 12-WEEK SUMMER PARKS TOUR BROUGHT FREE PROFESSIONAL PERFORMANCES OF HENRY V AND AS YOU LIKE IT TO RESIDENTS IN 65 COMMUNITIES, CONSISTING OF APPROXIMATELY 21,600 AUDIENCE MEMBERS ACROSS FIVE STATES (MT, ID, ND, WY, AND WA).FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS SUPPORTS THE ONLY PROFESSIONAL THEATRE TOURING PROGRAM IN THE REGION THAT PRODUCES SHAKESPEARE'S PLAYS, THE ONLY COMPANY THAT OFFERS ITS PERFORMANCES FREE TO THE PUBLIC, ENSURING ACCESSIBILITY TO ALL, AND THE ONLY COMPANY IN AMERICA REACHING AS EXTENSIVELY INTO RURAL AREAS. MONTANA AND ITS SURROUNDING STATES ARE LARGELY RURAL AND UNDERSERVED.THROUGH ALL THE PROGRAMS, FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS HELPS TO ADDRESS A COMMUNITY AND REGION-WIDE NEED FOR HIGH-QUALITY THEATRICAL PROGRAMS AND EDUCATIONAL OUTREACH NOT MET BY OTHER ORGANIZATIONS. BY PROVIDING RELEVANT, POLISHED CLASSICAL PRODUCTIONS FREE OR AT A REASONABLE COST, AND BY BRINGING PERFORMANCES DIRECTLY TO COMMUNITIES AND SCHOOLS ACROSS A FIVE-STATE REGION, MONTANA SHAKESPEARE IN THE PARKS HELPS TO REDUCE THE BARRIERS OF COST, DISTANCE, AND PERCEPTION THAT MAY DISCOURAGE PEOPLE FROM EXPERIENCING LIVE PROFESSIONAL THEATRE. EIGHTY PERCENT OF COMMUNITIES REACHED BY MONTANA SHAKESPEARE IN THE PARKS HAVE POPULATIONS OF 10,000 OR FEWER. SIXTY-SEVEN PERCENT HAVE POPULATIONS OF 5,000 OR FEWER. WITHOUT SUPPORT FROM FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS, CITIZENS ACROSS THE MOUNTAIN WEST WOULD NOT HAVE ACCESS TO THE ARTS AND CULTURAL EXPERIENCES THAT MSIP, MONTANA SHAKES!, OR SHAKESPEARE IN THE SCHOOLS PROVIDE.Expenses $752,983 · grants $718,000 · revenue $106,945
- SHAKESPEARE IN THE SCHOOLS: BROUGHT AN 80-MINUTE PRODUCTION OF RICHARD III TO 50 MIDDLE AND HIGH SCHOOLS ACROSS MT AND WY, PERFORMING FOR 10,548 STUDENTS AND 580 ADULTS. THE DAYLONG RESIDENCIES INCLUDED THE PERFORMANCE, A Q&A SESSION, AND A SELECTION OF PARTICIPATORY WORKSHOPS DESIGNED TO FURTHER EXPLORE THE PLAY, PROVIDE HANDS-ON ACTIVITIES IN THEATRICAL DISCIPLINES, AND SUPPORT THE ARTS AND ENGLISH LANGUAGE/LITERATURE CURRICULUM.Expenses $48,935 · revenue $37,050
- MONTANA SHAKES!: ADAPTED FOR ELEMENTARY STUDENTS, SHAKES! ENGAGES THE YOUNGEST AUDIENCES IN SHAKESPEARE AT A TIME WHEN THEY ARE MOST RECEPTIVE TO LEARNING. THE 2025 TOUR BROUGHT FAITHFUL FRIENDS, AN ADAPTATION OF SHAKESPEARE'S THE TWO GENTLEMEN OF VERONA, TO 60 ELEMENTARY SCHOOLS IN MT AND WY. THE INTERACTIVE PERFORMANCE AND WORKSHOPS REACHED 10,953 STUDENTS AND 881 ADULTS.Expenses $5,787 · revenue $57,913
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-3393904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $58,684
- Income (IRS master file)
- $881,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $844,744 | $834,960 | $58,684 | XML |
| 990 | December 2024 | $771,013 | $791,238 | $48,667 | XML |
| 990 | December 2023 | $612,795 | $603,163 | $68,892 | XML |
| 990 | December 2022 | $332,922 | $295,654 | $59,260 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Deborah McAtee | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 84-3393904).
Questions about FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS
- What is the EIN of FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS?
- The employer identification number (EIN) of FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS is 84-3393904.
- Is FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS 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 FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS?
- The 990 for the year ended December 31, 2025 names KEVIN ASSELIN.
- Who are the officers and directors of FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $844,744, expenses of $834,960 and total assets of $58,684 at year end.
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