Oregon Shakespeare Festival Association

Ashland, Oregon

A-Health Score
77A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 25 peers in Arts, Culture & Humanities with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.76×
Peer Median4.61×
💰
$35.8M
Total Revenue
📊
$36.2M
Total Expenses
🏦
$27.4M
Net Assets
📋
$23.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+35.1%
Year-over-year change (2022 → 2023)
Net Margin
-1.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.76
Net assets divided by total expenses
Liabilities-to-Assets
46.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$35,804,21635%$36,240,2622%$50,873,03540%
2022$26,494,02941%$37,060,58094%$36,446,06136%
2021$18,740,77826%$19,137,60622%$57,188,8841%
2020$25,315,32844%$24,413,17542%$56,401,41913%
2019$45,273,6269%$42,258,0652%$49,936,9433%
2018$41,598,0048%$41,418,899$48,320,9911%
2017$38,387,5201%$41,256,3138%$48,592,9983%
2016$38,903,6344%$38,373,6127%$49,997,9665%
2015$37,450,95312%$35,938,4737%$47,723,3874%
2014$33,569,4204%$33,702,7766%$46,094,7711%
2013$35,102,7156%$31,778,6924%$45,786,55123%
2012$37,411,92738%$30,680,8783%$37,272,92023%
2011$27,041,330$29,835,221$30,247,155

Frequently Asked Questions

What does Oregon Shakespeare Festival Association do?

Oregon Shakespeare Festival Association is a arts, culture & humanities nonprofit organization based in Oregon. It is classified under NTEE code A650 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Oregon Shakespeare Festival Association financially healthy?

Based on our 9-metric Financial Health Score model, Oregon Shakespeare Festival Association has a score of 77/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Oregon Shakespeare Festival Association generate?

Oregon Shakespeare Festival Association reports $32.7M in annual revenue and holds $47.7M in total assets, based on IRS filings.

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