Nonprofit · EIN 27-2291524
PORTLAND SHAKESPEARE PROJECT
Tax-exempt · LAKE OSWEGO, OR 97035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $119,309 | $111,930 | $7,379 | $80,749 | – | $80,749 |
| December 31, 2024 | 990-EZ | $82,683 | $71,253 | $11,430 | $73,370 | $0 | $73,370 |
| December 31, 2023 | 990-EZ | $26,144 | $37,877 | -$11,733 | $61,940 | $0 | $61,940 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $107,840
- Program service revenue
- $11,465
- Investment income
- $4
Expenses
- Compensation of officers, directors and key employees
- $21,616
- Salaries, compensation and benefits (total)
- $23,474
- Professional fees and payments to contractors
- $65,882
- Occupancy
- $7,000
- Printing, publications and postage
- $1,287
- Other expenses
- $14,287
- Program services (functional)
- $73,951
Balance sheet and other
- Total assets, start of year
- $73,370
- Total assets, end of year
- $80,749
- Total liabilities, end of year
- –
- Net assets, end of year
- $80,749
- Cash, savings and investments
- $80,749
- Gross receipts
- $119,309
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen E Rathje | President Treasurer Secretary Director | 10 | $10,808 |
| Michael V Mendelson | Artistic Director Director | 10 | $10,808 |
| Dr Daniel Pollack Pelzer | Education Director Director | 5 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael V Mendelson | Artistic Director Director | 20 | $12,600 |
| Karen E Rathje | President Treasurer Secretary Director | 10 | $10,000 |
| Dr Daniel Pollack Pelzer | Education Director Director | 5 | $0 |
| Sarah Lucht | Director | 5 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen E Rathje | Prfesident Treasurer Secretary Director | 10 | $10,000 |
| Michael V Mendelson | Artistic Director Director | 20 | $10,000 |
| Dr Daniel Pollack Pelzer | Education Director Director | 5 | $0 |
| Sarah Lucht | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4770 AVERY LN, LAKE OSWEGO, OR 97035-5757
- In care of
- % KAREN RATHJE
- Mailing address (990-N for 2021)
- 4770 Avery Ln, Lake Oswego OR 970355757
- Principal officer (990-N for 2021)
- Karen Rathje, 4770 Avery Ln, Lake Oswego OR 970355757
- Signed the 990-EZ
- JOHN RATHJE, SECRETARY
- Website
- https://portlandshakes.org
Mission
Classical Theatre Company
Program accomplishments
- Produced the Merchant of Venice written by William Shakespeare in a modern translation by Elise Thoron. The production was supported by Play On Shakespeare and individual supporters.Expenses $72,882 · grants $65,000
- Preparing a concert of Broadway songs to be sung by three singers in April 2026 at the Brunish Theatre in Portland Oregon.Expenses $1,069
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-2291524
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A65)
- Assets (IRS master file)
- $80,749
- Income (IRS master file)
- $119,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $119,309 | $111,930 | $80,749 | XML |
| 990-EZ | December 2024 | $82,683 | $71,253 | $73,370 | XML |
| 990-EZ | December 2023 | $26,144 | $37,877 | $61,940 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: Karen Rathje | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2012 Officer: Karen Rathje | December 31, 2012 | ≤ $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 27-2291524).
Questions about PORTLAND SHAKESPEARE PROJECT
- What is the EIN of PORTLAND SHAKESPEARE PROJECT?
- The employer identification number (EIN) of PORTLAND SHAKESPEARE PROJECT is 27-2291524.
- Is PORTLAND SHAKESPEARE PROJECT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PORTLAND SHAKESPEARE PROJECT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLAND SHAKESPEARE PROJECT 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 PORTLAND SHAKESPEARE PROJECT 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 PORTLAND SHAKESPEARE PROJECT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of PORTLAND SHAKESPEARE PROJECT?
- The 990-N for 2021 names Karen Rathje.
- Who are the officers and directors of PORTLAND SHAKESPEARE PROJECT?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $10,808 (Karen E Rathje, President Treasurer Secretary Director).
- How much revenue does PORTLAND SHAKESPEARE PROJECT have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $119,309, expenses of $111,930 and total assets of $80,749 at year end.
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