Nonprofit · EIN 13-3499385
HUDSON VALLEY SHAKESPEARE FESTIVAL INC
Tax-exempt · GARRISON, NY 10524
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,221,829 | $5,244,185 | $20,977,644 | $39,335,899 | $5,113,786 | $34,222,113 |
| December 31, 2023 | 990 | $4,144,548 | $4,779,807 | -$635,259 | $13,657,961 | $582,268 | $13,075,693 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,102,575
- of which government grants
- $2,545,850
- Program service revenue
- $665,095
- Investment income
- $197,994
- Net rental income
- $259,484
- Net gain from sales of assets
- $1,299
- Net income from fundraising events
- -$20,043
- Net income from sales of inventory
- $11,624
- Other revenue
- $256,165
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $142,632
- Other salaries and wages
- $1,849,794
- Salaries, compensation and benefits (total)
- $2,379,558
- Professional fundraising fees
- $336,040
- Legal fees
- $158,230
- Accounting fees
- $66,685
- Occupancy
- $48,667
- Travel
- $118,971
- Depreciation
- $202,921
- Program services (functional)
- $3,594,327
- Management and general (functional)
- $1,027,820
- Fundraising (functional)
- $622,038
Balance sheet and other
- Total assets, start of year
- $13,657,961
- Total assets, end of year
- $39,335,899
- Total liabilities, end of year
- $5,113,786
- Net assets, end of year
- $34,222,113
- Land, buildings and equipment
- $12,894,717
- Publicly traded securities
- $7,152,402
- Net assets without donor restrictions
- -$2,229,188
- Net assets with donor restrictions
- $36,451,301
- Gross unrelated business income
- $264,584
- Gross receipts
- $27,024,759
- Employees
- 149
- Volunteers
- 50
- Year formed
- 1988
- State of legal domicile
- NY
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT D MCCALLUM III | ARTISTIC DIRECTOR Highest-paid employee | 60 | $145,250 | $21,695 |
| KENDRA EKELUND | MANAGING DIRECTOR Officer | 60 | $140,119 | $2,513 |
| ROBIN SHELBY ARDITI | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ELEANOR RIDGE EVANS | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| HEATHER HOPKINS | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| EDWARD B WHITNEY | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| SUZANNE BAKER | DIRECTOR, THRU 5/4/24 Trustee or director | 2 | $0 | $0 |
| RAOUL BHAVNANI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ELIZABETH BUNZEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUIS CASTRO | DIRECTOR Trustee or director | 6 | $0 | $0 |
| MICHAEL EMERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HEIDI ETTINGER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIE FABIAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDY FLORKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRYSTAL FORD | DIRECTOR, THRU 12/23/24 Trustee or director | 2 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA GOLDMARK | DIRECTOR Trustee or director | 6 | $0 |
| STEVEN L HOLLEY | DIRECTOR Trustee or director | 2 | $0 |
| PATRICIA KING | DIRECTOR Trustee or director | 2 | $0 |
| DANIEL J KRAMER | DIRECTOR Trustee or director | 2 | $0 |
| CARL LOEWENSON | DIRECTOR Trustee or director | 4 | $0 |
| NAT PRENTICE | DIRECTOR, THRU 2/28/24 Trustee or director | 4 | $0 |
| FREDERIC C RICH | DIRECTOR Trustee or director | 10 | $0 |
| LAURI WASHINGTON SAWYER | DIRECTOR Trustee or director | 4 | $0 |
| JAMES STANFORD | DIRECTOR Trustee or director | 8 | $0 |
| BYRON STINSON | DIRECTOR Trustee or director | 4 | $0 |
| SARENA STRAUS | DIRECTOR Trustee or director | 2 | $0 |
| DR ELLIOTT SUMERS | DIRECTOR, THRU 9/28/24 Trustee or director | 2 | $0 |
| VERNON WILSON | DIRECTOR, THRU 12/5/24 Trustee or director | 2 | $0 |
| LAURA JEAN WILSON | DIRECTOR Trustee or director | 6 | $0 |
| CHRISTINE WONG LENT | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT D MCCALLUM III | ARTISTIC DIRECTOR Highest-paid employee | 60 | $139,883 | $23,822 |
| KENDRA EKELUND | MANAGING DIRECTOR Officer | 60 | $136,950 | $268 |
| ROBIN SHELBY ARDITI | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| LAURA JEAN WILSON | VICE PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| HEATHER HOPKINS | TREASURER Trustee or director, Officer | 15 | $0 | $0 |
| EDWARD B WHITNEY | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| SUZANNE BAKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAOUL BHAVNANI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ELIZABETH BUNZEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUIS CASTRO | DIRECTOR Trustee or director | 6 | $0 | $0 |
| HEIDI ETTINGER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELEANOR EVANS | DIRECTOR Trustee or director | 6 | $0 | $0 |
| MARIE FABIAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDY FLORKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRYSTAL FORD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SANDRA GOLDMARK | DIRECTOR Trustee or director | 6 | $0 | $0 |
| STEVEN L HOLLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICIA KING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL J KRAMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARL LOEWENSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| NAT PRENTICE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| FREDERIC C RICH | DIRECTOR Trustee or director | 15 | $0 | $0 |
| LAURI WASHINGTON SAWYER | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JAMES STANFORD | DIRECTOR Trustee or director | 8 | $0 | $0 |
| BYRON STINSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SARENA STRAUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR ELLIOTT SUMERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VERNON WILSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE WONG LENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 125, GARRISON, NY 10524-0125
- Mailing address (990-N for 2025)
- 1100 NY-9DGUFS PTA, Garrison NY 10524
- Principal officer (990 for 2024)
- ELEANOR RIDGE EVANS, PO BOX 125, GARRISON, NY 10524
- Principal officer (990-N for 2025)
- Ian Sugerman, 54 Winston Lane, GARRISON NY 10524
- Signed the 990
- ELEANOR RIDGE EVANS, PRESIDENT
- Phone
- (845) 809-5750
- Website
- HTTPS://HVSHAKESPEARE.ORG/
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
MISSION: ROOTED IN THE LANDSCAPE OF THE HUDSON VALLEY, WITH THE PLAYS OF WILLIAM SHAKESPEARE AS OUR TOUCHSTONE, HUDSON VALLEY SHAKESPEARE ENGAGES THE WIDEST POSSIBLE AUDIENCE IN A THEATRICAL CELEBRATION OF OUR SHARED HUMANITY.VISION: WE ARE A CLASSICAL REPERTORY THEATER THAT EMBRACES THE PRESENTMOMENT, AND OUR WORK SPRINGS FROM THE MOST ESSENTIAL OF ELEMENTS ACTOR,AUDIENCE, LANGUAGE, AND LANDSCAPE. AS BOTH A LOCAL COMMUNITY HUB AND ANATIONAL ARTS DESTINATION, WE FOSTER MEANINGFUL HUMAN CONNECTIONS ATTHE CONVERGENCE OF NATURE AND CULTURE.CORE VALUES: EXCELLENCE, INCLUSION, GENEROSITY, PLAYFULNESS, SUSTAINABILITY
Program accomplishments
- IN 2024, HVS PERFORMED A REPERTORY SEASON EMBODIED BY THE SPIRIT OF A CLASSICAL THEATER FOR THE 21ST CENTURY. THREE NEW PLAYS FROM PRESENT-DAY PLAYWRIGHTS, INSPIRED BY WRITERS FROM THE CLASSICAL CANON, WERE PRESENTED IN ROTATING REPERTORY FROM JUNE THROUGH SEPTEMBER: BY THE QUEEN BY WHITNEY WHITE DIRECTED BY SHANA COOPER, THE MURDER OF ROGER ACKROYD BY HEIDI ARMBRUSTER AND DIRECTED BY RYAN QUINN, AND MEDEA: RE-VERSED BY LUIS QUINTERO, DIRECTED BY NATHAN WINKELSTEIN. THE SEASON REACHED OVER 12,300 AUDIENCE MEMBERS THROUGH IN-PERSON ATTENDANCE.Expenses $3,433,761 · revenue $603,070
- IN ITS 30TH YEAR, HUDSON VALLEY SHAKESPEARE'S EDUCATION PROGRAM ENGAGED OVER 13,500 STUDENTS ACROSS MORE THAN 20 SCHOOLS IN THE TRI-STATE AREA THROUGH 326 IN-PERSON WORKSHOPS, PERFORMANCES, AND RESIDENCIES LED BY PROFESSIONAL TEACHING ARTISTS. THE CENTERPIECE OF THE 2024 EDUCATION TOUR WAS A 90-MINUTE PRODUCTION OF MUCH ADO ABOUT NOTHING, DIRECTED BY KHOLOUD SAWAF AND PERFORMED BY A SIX-MEMBER ENSEMBLE WITH LIVE MUSIC. TOURING TO 14 MIDDLE AND HIGH SCHOOLS ACROSS THE HUDSON VALLEY, CONNECTICUT, AND NORTHERN NEW JERSEY, THE PRODUCTION INTRODUCED STUDENTS TO SHAKESPEARE THROUGH PLAYFULNESS, COLLABORATION, AND DIRECT ENGAGEMENT, EXPLORING THEMES OF LOVE, MISUNDERSTANDING, AND PERCEPTION.Expenses $124,353 · revenue $35,000
- IN APRIL 2024, HUDSON VALLEY SHAKESPEARE AND PROCESSIONAL ARTS WORKSHOP PRESENTED THE THIRD ANNUAL HIGHLAND LIGHTS, A FREE COMMUNITY CELEBRATION OF ART AND NATURE AT THE FESTIVAL'S GARRISON HOME. CENTERED ON THE THEME FULL FATHOM FIVE, THE PROJECT INCLUDED 12 FREE WORKSHOPS LED BY ALEX KAHN AND SOPHIA MICHAHELLES, ENGAGING MORE THAN 120 VOLUNTEER PARTICIPANTS IN CREATING LANTERNS INSPIRED BY THE WATERWAYS OF THE HUDSON RIVER ESTUARY. THE MONTH-LONG COLLABORATION CULMINATED IN AN EVENING PROCESSION ON APRIL 20, ATTENDED BY OVER 300 COMMUNITY MEMBERS, CELEBRATING THE REGION'S NATURAL BEAUTY AND SHARED STEWARDSHIP.IN NOVEMBER 2024, HUDSON VALLEY SHAKESPEARE PRESENTED ITS 9TH ANNUAL COMMUNITY BAKE-OFF, THEMED "ADAPTATION: A SHAKE OF THE KALEIDOSCOPE, AND INSPIRED BY HEIDI ARMBRUSTER'S THE MURDER OF ROGER ACKROYD. CONCEIVED BY PULITZER PRIZE-WINNING PLAYWRIGHT PAULA VOGEL, THE BAKE-OFF INVITES PARTICIPANTS TO CREATE TEN-MINUTE PLAYS USING A SHARED LIST OF "INGREDIENTS" CONNECTED TO THE THEME. HELD IN PARTNERSHIP WITH FIVE LOCAL LIBRARIES, THE 2024 SERIES OFFERED FREE WORKSHOPS LED BY CHRISTINE SCARFUTO, ACTING DIRECTOR OF THE MFA PLAYWRITING PROGRAM AT HUNTER COLLEGE, AND ATTRACTED OVER 100 PARTICIPANTS, RESULTING IN NEARLY 50 ORIGINAL PLAY SUBMISSIONS. SIX PLAYS WERE SELECTED FOR A PUBLIC READING PERFORMED BY PROFESSIONAL ACTORS, CONTINUING HVS'S COMMITMENT TO NURTURING NEW VOICES AND FOSTERING CREATIVE EXCHANGE ACROSS THE HUDSON VALLEY.Expenses $36,213 · revenue $38,649
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N 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
- 13-3499385
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A65Z)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Ian Sugerman | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $26,221,829 | $5,244,185 | $39,335,899 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $4,144,548 | $4,779,807 | $13,657,961 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $5,242,104 | $4,577,870 | $14,471,878 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 13-3499385).
Questions about HUDSON VALLEY SHAKESPEARE FESTIVAL INC
- What is the EIN of HUDSON VALLEY SHAKESPEARE FESTIVAL INC?
- The employer identification number (EIN) of HUDSON VALLEY SHAKESPEARE FESTIVAL INC is 13-3499385.
- Is HUDSON VALLEY SHAKESPEARE FESTIVAL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HUDSON VALLEY SHAKESPEARE FESTIVAL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HUDSON VALLEY SHAKESPEARE FESTIVAL INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of HUDSON VALLEY SHAKESPEARE FESTIVAL INC 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 HUDSON VALLEY SHAKESPEARE FESTIVAL INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of HUDSON VALLEY SHAKESPEARE FESTIVAL INC?
- The 990 for the year ended December 31, 2024 names ELEANOR RIDGE EVANS.
- Who are the officers and directors of HUDSON VALLEY SHAKESPEARE FESTIVAL INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 2 received compensation from the organization, the highest $145,250 (ROBERT D MCCALLUM III, ARTISTIC DIRECTOR).
- How much revenue does HUDSON VALLEY SHAKESPEARE FESTIVAL INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,221,829, expenses of $5,244,185 and total assets of $39,335,899 at year end.
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