Nonprofit · EIN 86-0764708
SOUTHWEST SHAKESPEARE COMPANY INC
Tax-exempt · MESA, AZ 85275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $466,169 | $485,322 | -$19,153 | $25,915 | $23,565 | $2,350 |
| June 30, 2024 | 990 | $590,665 | $629,370 | -$38,705 | $73,027 | $51,524 | $21,503 |
| June 30, 2023 | 990 | $518,796 | $554,992 | -$36,196 | $90,412 | $30,204 | $60,208 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $308,046
- of which government grants
- $110,017
- Program service revenue
- $158,123
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $287,399
- Salaries, compensation and benefits (total)
- $287,399
- Professional fundraising fees
- $0
- Legal fees
- $7,507
- Occupancy
- $30,951
- Travel
- $8,983
- Depreciation
- $2,981
- Program services (functional)
- $304,018
- Management and general (functional)
- $159,738
- Fundraising (functional)
- $21,566
Balance sheet and other
- Total assets, start of year
- $73,027
- Total assets, end of year
- $25,915
- Total liabilities, end of year
- $23,565
- Net assets, end of year
- $2,350
- Land, buildings and equipment
- $3,423
- Net assets without donor restrictions
- $2,350
- Gross receipts
- $466,169
- Employees
- 4
- Volunteers
- 15
- Year formed
- 1994
- State of legal domicile
- AZ
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CAMPBELL | TREASURER Trustee or director, Officer | 1.73 | $0 |
| REBECCA DRIGGS | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| MICHA ESPINOSA | BOARD MEMBER Trustee or director | 0.77 | $0 |
| CHARLES GOLDSTEIN | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| DAVID IRA GOLDSTEIN | BOARD MEMBER Trustee or director | 0.57 | $0 |
| LAURIE GOLDSTEIN | PRESIDENT Trustee or director, Officer | 2.31 | $0 |
| CLAUDE JACKSON | BOARD MEMBER Trustee or director | 1.15 | $0 |
| TIFFANY LOPEZ | BOARD MEMBER Trustee or director | 0.77 | $0 |
| CINDY ORNSTEIN | BOARD MEMBER Trustee or director | 20 | $0 |
| RAJ SIVANANTHAN | BOARD MEMBER Trustee or director | 1.15 | $0 |
| BILL WAY | BOARD MEMBER Trustee or director | 1.73 | $0 |
| MARY WAY | VICE PRESIDE Trustee or director, Officer | 36.54 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CAMPBELL | TREASURER Trustee or director, Officer | 1.73 | $0 |
| REBECCA DRIGGS | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| DEBBY ELLIOTT | BOARD MEMBER Trustee or director | 0.77 | $0 |
| CHARLES GOLDSTEIN | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| DAVID IRA GOLDSTEIN | BOARD MEMBER Trustee or director | 0.57 | $0 |
| LAURIE GOLDSTEIN | PRESIDENT Trustee or director, Officer | 2.31 | $0 |
| CLAUDE JACKSON | BOARD MEMBER Trustee or director | 1.15 | $0 |
| TIFFANY LOPEZ | BOARD MEMBER Trustee or director | 0.77 | $0 |
| MICHAEL SEIDEN | BOARD MEMBER Trustee or director | 1.15 | $0 |
| RAJ SIVANANTHAN | BOARD MEMBER Trustee or director | 1.15 | $0 |
| BILL WAY | BOARD MEMBER Trustee or director | 1.73 | $0 |
| MARY WAY | BOARD MEMBER Trustee or director | 36.54 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CAMPBELL | TREASURER Trustee or director, Officer | 1.73 | $0 |
| REBECCA DRIGGS | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| DEBBY ELLIOTT | BOARD MEMBER Trustee or director | 0.77 | $0 |
| CHARLES GOLDSTEIN | BOARD MEMBER Trustee or director, Officer | 1.15 | $0 |
| DAVID IRA GOLDSTEIN | BOARD MEMBER Trustee or director | 0.57 | $0 |
| LAURIE GOLDSTEIN | PRESIDENT Trustee or director, Officer | 2.31 | $0 |
| TIFFANY LOPEZ | BOARD MEMBER Trustee or director | 0.77 | $0 |
| RAJ SIVANANTHAN | BOARD MEMBER Trustee or director | 1.15 | $0 |
| DEBORAH SMITH | BOARD MEMBER Trustee or director | 1.73 | $0 |
| BILL WAY | BOARD MEMBER Trustee or director | 1.73 | $0 |
| MARY WAY | BOARD MEMBER Trustee or director | 36.54 | $0 |
| CHRISTI WORSLEY | BOARD MEMBER Trustee or director | 1.15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30595, MESA, AZ 85275-0595
- In care of
- % DAN CAMPBELL
- Principal officer (990 for 2024)
- DAN CAMPBELL, PO BOX 30595, MESA, AZ 85275
- Signed the 990
- LAURIE GOLDSTEIN, PRESIDENT
- Phone
- (602) 295-0493
- Website
- WWW.SWSHAKESPEARE.ORG
- Return prepared by
- PRICE KONG & CO CPAS PA
Mission
THEATRE COMPANY TO EDUCATE AND ENTERTAIN THROUGH PERFORMANCES OF WORKS OF CLASSICAL THEATRE
Program accomplishments
- 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. ANOTHER TYPE OF WORKSHOP IS THE OPPORTUNITY TO DISCUSS THE PLAY WITH THE ACTORS AND DIRECTOR AFTER SEEING IT AT THE MESA ARTS CENTER ("MAC") OR "TALKBACKS". WE ALSO OFFER BACKSTAGE TOURS AFTER THE PERFORMANCE.PERIODICALLY, SPECIAL CUSTOMIZED WORKSHOPS NOT RELATING TO CURRENT SHOWS ARE ARRANGED ON A ONE- BY-ONE BASIS.Expenses $84,149
- 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. THESE FUN AND INTERESTING SEMINARS ARE OPEN TO THE PUBLIC, FREE TO SEASON SUBSCRIBERS AND USUALLY FULL OF EDUCATORS WHO TAKE WHAT THEY LEARN BACK TO THEIR CLASSROOMS. MOST OF THEM EARN 10 RECERTIFICATION HOURS FROM THEIR RESPECTIVE SCHOOL DISTRICTS. THIS IS YET ANOTHER MEANS BY WHICH WE EDUCATE OUR PATRONS AND MAKE SHAKESPEARE MORE ACCESSIBLE.Expenses $82,277 · revenue $50,300
- THERE ARE SCHOOLS AND COMMUNITIES THAT CANNOT, FOR A VARIETY OF REASONS, COME TO THE MESA ARTS CENTER TO SEE OUR FULL-LENGTH PRODUCTIONS. FOR THESE INTERESTED PARTIES, WE HAVE DEVELOPED A TOURING SHOW OF NO MORE THAN 90 MINUTES THAT IS GENERALLY PERFORMED BY A CADRE OF EIGHT PERFORMERS. IN ADDITION TO THE PERFORMANCE ITSELF, THESE ACTORS OFTEN PROVIDE A WORKSHOP PRIOR OR AFTER THE PERFORMANCE GIVING THE STUDENTS MORE INFORMATION ABOUT SHAKESPEARE, HIS LIFE AND TIMES. EVERY SEASON SOUTHWEST SHAKESPEARE COMPANY PRODUCES A PROFESSIONAL SEASON OF AT LEAST FIVE CLASSICAL PLAYS FOR SEASON SUBSCRIBERS AND THE GENERAL PUBLIC THAT INCLUDES THREE TO FOUR WORKS OF WILLIAM SHAKESPEARE AND/OR ONE TO TWO WORKS SELECTED FROM THE CLASSICAL REPERTOIRE. THESE PRODUCTIONS ARE PRODUCED USING THE FINEST LOCAL AND REGIONAL ARTISTS AND DESIGNERS, AUGMENTED BY NATIONALLY-RESPECTED PROFESSIONALS FROM AROUND THE COUNTRY. ONLY THE HIGHEST OF STANDARDS ARE ASPIRED TO IN THESE PRODUCTIONS, IN SETS, LIGHTS, COSTUMES, AND OTHER PRODUCTION VALUES. OUR COMPANY WAS NAMED BY GET OUT MAGAZINE AS BEST THEATRE IN PHOENIX FOR 2005-6, AND HAS RECEIVED NUMEROUS ARIZONI THEATRE AWARDS FOR EXCELLENCE, INCLUDING FIVE BEST PRODUCTION OF THE YEAR AWARDS, AND NUMEROUS "BEST ACTOR" AWARDS.Expenses $137,592 · revenue $107,823
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0764708
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A65Z)
- Assets (IRS master file)
- $25,915
- Income (IRS master file)
- $466,169
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $466,169 | $485,322 | $25,915 | XML |
| 990 | June 2024 | $590,665 | $629,370 | $73,027 | IRS |
| 990 | June 2023 | $518,796 | $554,992 | $90,412 | XML |
| 990 | June 2022 | $540,529 | $578,692 | $209,572 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 86-0764708).
Questions about SOUTHWEST SHAKESPEARE COMPANY INC
- What is the EIN of SOUTHWEST SHAKESPEARE COMPANY INC?
- The employer identification number (EIN) of SOUTHWEST SHAKESPEARE COMPANY INC is 86-0764708.
- Is SOUTHWEST SHAKESPEARE COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SOUTHWEST SHAKESPEARE COMPANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST 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 SOUTHWEST SHAKESPEARE COMPANY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST SHAKESPEARE COMPANY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHWEST SHAKESPEARE COMPANY INC?
- The 990 for the year ended June 30, 2025 names DAN CAMPBELL.
- Who are the officers and directors of SOUTHWEST SHAKESPEARE COMPANY INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST SHAKESPEARE COMPANY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $466,169, expenses of $485,322 and total assets of $25,915 at year end.
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