Nonprofit · EIN 38-2420887
STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA
Tax-exempt · BIRMINGHAM, MI 48009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $6,220,622 | $4,979,316 | $1,241,306 | $3,040,713 | $73,012 | $2,967,701 |
| October 31, 2024 | 990 | $3,374,632 | $3,435,539 | -$60,907 | $1,816,305 | $84,194 | $1,732,111 |
| October 31, 2023 | 990 | $3,962,432 | $3,934,224 | $28,208 | $1,880,906 | $86,093 | $1,794,813 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $6,194,543
- Program service revenue
- $103
- Investment income
- $25,976
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,904,361
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $20,584
- Accounting fees
- $20,952
- Travel
- $3,490
- Program services (functional)
- $4,907,851
- Management and general (functional)
- $71,465
Balance sheet and other
- Total assets, start of year
- $1,816,305
- Total assets, end of year
- $3,040,713
- Total liabilities, end of year
- $73,012
- Net assets, end of year
- $2,967,701
- Net assets without donor restrictions
- $1,355,662
- Net assets with donor restrictions
- $1,612,039
- Gross receipts
- $6,220,622
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1982
- State of legal domicile
- MI
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN TURNER | TRUSTEE/CHAIR Trustee or director, Officer | 1 | $0 |
| MARTHA SCHUBERT | TRUSTEE/VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOHN PTASZNIK | TRUSTEE/ TREASURER Trustee or director, Officer | 1 | $0 |
| ERICA PERESMAN | TRUSTEE/ SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN GARDNER | TRUSTEE/PAST CHAIR Trustee or director | 1 | $0 |
| LISA DOBBIN | TRUSTEE Trustee or director | 1 | $0 |
| JULIA KEIM | TRUSTEE Trustee or director | 1 | $0 |
| KIM KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| KELLI LANDES | TRUSTEE Trustee or director | 1 | $0 |
| VIVIENNE LEE | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW PICKUS | TRUSTEE Trustee or director | 1 | $0 |
| MARTHA THORNTON MONTZKA | TRUSTEE Trustee or director | 1 | $0 |
| DAVID ADAMS | EX-OFFICIO Trustee or director | 1 | $0 |
| MARION BURR | ASST SECRETARY Officer | 1 | $0 |
| DARRYL HURAS | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended October 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN GARDNER | TRUSTEE/CHAIR Trustee or director, Officer | 1 | $0 |
| KEVIN TURNER | TRUSTEE/VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| CATHERINE ARIAS | TRUSTEE/TREASURER Trustee or director, Officer | 1 | $0 |
| MARTHA SCHUBERT | TRUSTEE/SECRETARY Trustee or director, Officer | 1 | $0 |
| LINDA REXER | TRUSTEE/PAST CHAIR Trustee or director | 1 | $0 |
| LISA DOBBIN | TRUSTEE Trustee or director | 1 | $0 |
| JULIA KEIM | TRUSTEE Trustee or director | 1 | $0 |
| VIVIENNE LEE | TRUSTEE Trustee or director | 1 | $0 |
| ERICA PERESMAN | TRSUTEE Trustee or director | 1 | $0 |
| MATTHEW PICKUS | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PTASZNIK | TRUSTEE Trustee or director | 1 | $0 |
| MARTHA THORNTON MONTZKA | TRUSTEE Trustee or director | 1 | $0 |
| DAVID ADAMS | EX-OFFICIO Trustee or director | 1 | $0 |
| MARION BURR | ASST SECRETARY Officer | 1 | $0 |
| DARRYL HURAS | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended October 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN GARDNER | TRUSTEE/CHAIR Trustee or director, Officer | 1 | $0 |
| CATHERINE ARIAS | TRUSTEE/TREASURER Trustee or director, Officer | 1 | $0 |
| KEVIN TURNER | TRUSTEE/VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| MARTHA SCHUBERT | TRUSTEE/SECRETARY Trustee or director, Officer | 1 | $0 |
| VIVIENNE LEE | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW PICKUS | TRUSTEE Trustee or director | 1 | $0 |
| ERICA PERESMAN | TRSUTEE Trustee or director | 1 | $0 |
| CINDY PERSON | TRUSTEE Trustee or director | 1 | $0 |
| MARTHA THORNTON MONTZKA | TRUSTEE Trustee or director | 1 | $0 |
| ROB GORLIN | EX-OFFICIO Trustee or director | 1 | $0 |
| ANITA GAFFNEY | EX-OFFICIO Trustee or director | 1 | $0 |
| MARION BURR | ASST SECRETARY Officer | 1 | $0 |
| DARRYL HURAS | ASSISTANT TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO VARNUM LLP 480 PIERCE ST NO 300, BIRMINGHAM, MI 48009-0000
- In care of
- % VARNUM R GROVE
- Principal officer (990 for 2024)
- Kevin Turner, 1333 N Adams Road, Birmingham, MI 48009
- Signed the 990
- John Ptasznik, Treasurer
- Phone
- (248) 567-7876
Mission
The Stratford Shakespearean Festival of America (FOA) receives tax-deductible contributions within the US in support of Shakespearean and other theatre. FOA provides for member groups who support the Festival through education programs, audience development and fund raising activities. FOA promotes interest in, and the study of, the arts, through two educational programs.
Program accomplishments
- TOTAL REVENUE GENERATED BY STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2024 WAS $6,220,622. FOA AWARDED $3,327,567 IN GRANTS IN SUPPORT OF STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA'S ACTIVITIES IN 2024. 61,423 TICKETS WERE SOLD FOR STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA TO VISITORS ORIGINATING IN THE UNITED STATES IN 2024. FOA MAINTAINS LOW OPERATING EXPENSES AND IS ABLE TO DEDICATE THE MAJORITY OF FUNDS IT RAISES TO SUPPORT THE CREATION OF SHAKESPEAREAN AND OTHER CLASSICAL THEATRE.Expenses $3,327,567 · grants $3,327,567
- THE TOTAL REVENUE GENERATED BY THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2024 WAS $6,220,622. FOA AWARDED $1,576,794 IN GRANT SUPPORT OF THE STRATFORD SHAKESPEAREAN FESTIVAL ENDOWMENT FOUNDATION ("ENDOWMENT"). THE ENDOWMENT HAS HELPED FUND SPECIFIC INITIATIVES INCLUDING NEW PLAY DEVELOPMENT, EDUCATION AND CLASSICAL THEATRE COACHING, AUDIENCE OUTREACH AND ENHANCEMENT OF THE STRATFORD THEATRE FACILITIES.Expenses $1,576,794 · grants $1,576,794
- THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") HOLDS EDUCATIONAL WORKSHOPS IN MICHIGAN THAT INTRODUCE STUDENTS TO SHAKESPEARE IN A DYNAMIC AND ENGAGING WAY, SUPPORTS TEACHERS IN THE DRAMA-BASED TEACHING OF SHAKESPEARE'S PLAYS AND BUILDS AWARENESS IN MICHIGAN OF THE STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA. THIS PROGRAM GENERATED REVENUE OF $103 AND EXPENSES OF $3,490 IN 2023.Expenses $3,490 · grants $3,490 · revenue $103
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 38-2420887
- 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)
- Group exemption
- Exempt since
- 1982
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Group exemption
- 5169
- Assets (IRS master file)
- $3,040,713
- Income (IRS master file)
- $6,220,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $6,220,622 | $4,979,316 | $3,040,713 | XML |
| 990 | October 2024 | $3,374,632 | $3,435,539 | $1,816,305 | XML |
| 990 | October 2023 | $3,962,432 | $3,934,224 | $1,880,906 | XML |
| 990 | October 2022 | $3,446,915 | $7,231,592 | $1,853,435 | IRS |
| 990 | October 2021 | $4,304,680 | $2,515,458 | $5,643,372 | 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 38-2420887).
Questions about STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA
- What is the EIN of STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA?
- The employer identification number (EIN) of STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA is 38-2420887.
- Is STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA 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 STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA?
- The 990 for the year ended October 31, 2025 names Kevin Turner.
- Who are the officers and directors of STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA?
- The 990 for the year ended October 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $6,220,622, expenses of $4,979,316 and total assets of $3,040,713 at year end.
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