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Nonprofit · EIN 38-3745834

SHAKESPEARES ASSOCIATES INC

Also known as LIVERMORE SHAKESPEARE FESTIVAL

Tax-exempt · LIVERMORE, CA 94550

Financials

$711K$555K2022$627K$532K2023$467K$574K2024
Revenue Expenses · by fiscal year end
Financials of SHAKESPEARES ASSOCIATES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$467,080$573,525-$106,445$1,661,067$121,363$1,539,704
September 30, 2024990$627,319$532,083$95,236$1,734,735$99,861$1,634,874
September 30, 2023990$710,745$554,629$156,116$1,617,717$99,711$1,518,006
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$224,991
of which government grants
$10,000
Program service revenue
$167,444
Investment income
$41,641
Net gain from sales of assets
$17,293
Net income from fundraising events
$16,041
Net income from sales of inventory
$2,397
Other revenue
$33,004

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$93,750
Other salaries and wages
$278,373
Salaries, compensation and benefits (total)
$408,568
Professional fundraising fees
$0
Legal fees
$5
Accounting fees
$20,005
Occupancy
$19,800
Travel
$657
Depreciation
$9,031
Program services (functional)
$502,343
Management and general (functional)
$71,182

Balance sheet and other

Total assets, start of year
$1,734,735
Total assets, end of year
$1,661,067
Total liabilities, end of year
$121,363
Net assets, end of year
$1,539,704
Land, buildings and equipment
$39,189
Publicly traded securities
$645,528
Gross receipts
$1,191,448
Employees
48
Volunteers
145
Year formed
2006
State of legal domicile
CA

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LISA A TROMOVITCHPRESIDENT
Trustee or director, Officer
8$93,750
STEVE LANZATREASURER
Trustee or director, Officer
4$0
ELLEN GOOLDSECRETARY
Trustee or director, Officer
2$0
TONY BAYLISBOARD MEMBER
Trustee or director
2$0
LAWRENCE LAGINBOARD MEMBER
Trustee or director
2$0
MARY SWEENEYBOARD MEMBER
Trustee or director
2$0
ELIZABETH TRUTNERBOARD MEMBER
Trustee or director
2$0
LAURA BATTIBOARD MEMBER
Trustee or director
2$0
ROBERT CARLINGBOARD MEMBER
Trustee or director
2$0
G BRYAN BALAZSCO-TREASURER
Trustee or director, Officer
2$0
APRYL CHAUHANBOARD MEMBER
Trustee or director
2$0
PATRICIA MUNROBOARD MEMBER
Trustee or director
2$0
VALARIE JONASCHAIR
Trustee or director, Officer
2$0
990 for the year ended September 30, 2024: 13 people
NameTitleHours / weekCompensation
LISA A TROMOVITCHPRESIDENT
Trustee or director, Officer
8$75,417
STEVE LANZATREASURER
Trustee or director, Officer
4$0
ELLEN GOOLDSECRETARY
Trustee or director, Officer
2$0
TONY BAYLISBOARD MEMBER
Trustee or director
2$0
LAWRENCE LAGINBOARD MEMBER
Trustee or director
2$0
MARY SWEENEYBOARD MEMBER
Trustee or director
2$0
ELIZABETH TRUTNERBOARD MEMBER
Trustee or director
2$0
LAURA BATIBOARD MEMBER
Trustee or director
2$0
BOB KOELLEBOARD MEMBER
Trustee or director
2$0
G BRYAN BALAZSCHAIR
Trustee or director, Officer
2$0
APRYL CHAUHANBOARD MEMBER
Trustee or director
2$0
PATRICIA MUNROBOARD MEMBER
Trustee or director
2$0
VALERIE JONASBOARD MEMBER
Trustee or director
2$0
990 for the year ended September 30, 2023: 12 people
NameTitleHours / weekCompensation
LISA A TROMOVITCHPRESIDENT
Trustee or director, Officer
8$39,747
STEVE LANZATREASURER
Trustee or director, Officer
4$0
ELLEN GOOLDSECRETARY
Trustee or director, Officer
2$0
TONY BAYLISBOARD MEMBER
Trustee or director
2$0
LAWRENCE LAGINBOARD MEMBER
Trustee or director
2$0
MARY SWEENEYBOARD MEMBER
Trustee or director
2$0
ELIZABETH TRUTNERBOARD MEMBER
Trustee or director
2$0
LAURA BATIBOARD MEMBER
Trustee or director
2$0
BOB KOELLEBOARD MEMBER
Trustee or director
2$0
G BRYAN BALAZSCHAIR
Trustee or director, Officer
2$0
APRYL CHAUHANBOARD MEMBER
Trustee or director
2$0
PATRICIA MUNROBOARD MEMBER
Trustee or director
2$0

Address and contacts

Address (IRS master file)
2172 RAILROAD AVE, LIVERMORE, CA 94550-3122
Principal officer (990 for 2024)
LISA TROMOVITCH, 2172 RAILROAD AVE, LIVERMORE, CA 94550
Signed the 990
LISA TROMOVITCH, PRESIDENT
Phone
(925) 443-2273
Return prepared by
KEMPER CPA GROUP LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 38-3745834 or by the name SHAKESPEARES ASSOCIATES INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

WE PRODUCE AND SUPPORT THEATRICAL EVENTS THAT EXPLORE AND CELEBRATE THE HUMAN SPIRIT WITH A COMPANY THAT IS ACCESSIBLE AND INTEGRATED WITH THE TRI-VALLEY AND GREATER SAN FRANCISCO BAY AREA. WE OFFER MULTIPLE CULTURAL ACTIVITIES TO THE PUBLIC AND OFFER EDUCATIONAL CLASSES RELATED TO THEATER AND LITERACY THROUGH PUBLIC LIBRARIES AND SCHOOLS IN THE TRI-VALLEY AREA. WE ARE CURRENTLY ENGAGED IN AN EXPANSION OF OUR STAFF, GROWTH OF OUR BOARD OF DIRECTORS TO PROVIDE SPECIFIC EXPERTISE, AND DISCUSSIONS WITH THE CITY OF LIVERMORE AND OTHER LOCAL NON-PROFITS REGARDING THE CONSTRUCTION OF A REGIONAL MULTI-USE FACILITY FOR PERFORMING ARTS AS PART OF LIVERMORE'S DOWNTOWN DEVELOPMENT. WE ARE MEMBERS OF THE LIVERMORE CHAMBER OF COMMERCE, DANVILLE AREA CHAMBER OF COMMERCE, LIVERMORE DOWNTOWN, VISIT TRI-VALLEY, INNOVATION TRI-VALLEY, THEATRE BAY AREA, THEATRE COMMUNICATIONS GROUP, AND SHAKESPEARE THEATRE ASSOCIATION.

990 for the year ended September 30, 2025

Program accomplishments

  • PERFORMANCEDURING THE YEAR SPARC PRODUCED FULLY-STAGED PRODUCTIONS OF SHAKESPEARE'S SIR JOHN FALSTAFF AND THE MERRY WIVES OF WINDSOR BOTH OUTDOORS AT DARCIE KENT VINEYARDS IN LIVERMORE, AND INDOORS AT THE VILLAGE THEATRE IN DANVILLE DURING THE SUMMER OF 2025. THE PRODUCTIONS INCLUDE THE HIRING OF PROFESSIONAL ARTISTS AND THE USE OF MANY VOLUNTEERS. THE COMPANY ALSO COMMISSIONS NEW WORK FOR THE SCIENCE@PLAY READING SERIES, BRINGING THE PUBLIC INTO THE PLAYWRITING DEVELOPMENT PROCESSS, ENLISTING LOCAL SCIENTISTS FOR INPUT ON THE NEW WORK.
    Expenses $473,131 · revenue $168,267
  • EDUCATIONSHAKESPEARE'S ASSOCIATES OFFERS VARIOUS EDUCATION PROGRAMS FOR THE YOUTH OF LIVERMORE VALLEY INCLUDING AN IN-SCHOOL PROGRAM IN ALL 2ND GRADE CLASSROOMS IN THE LIVERMORE VALLEY JOINT UNIFIED SCHOOL DISTRICT. APPROXIMATELY 1,000 SECOND GRADERS PARTICIPATED IN THE "SO WISE SO YOUNG" PROGRAM, AND 100 ADDITIONAL STUDENTS IN AFTER-SCHOOL AND SUMMER CAMP PROGRAMS AT SPARC STUDIO. NEW ADULT IMPROV CLASSES WERE ALSO LAUNCHED.
    Expenses $29,212 · revenue $57,781

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
38-3745834
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
2007
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,661,067
Income (IRS master file)
$1,191,448

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$467,080$573,525$1,661,067XML
990September 2024$627,319$532,083$1,734,735XML
990September 2023$710,745$554,629$1,617,717XML
990September 2022$573,119$448,348$1,366,989IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 38-3745834).

Questions about SHAKESPEARES ASSOCIATES INC

What is the EIN of SHAKESPEARES ASSOCIATES INC?
The employer identification number (EIN) of SHAKESPEARES ASSOCIATES INC is 38-3745834.
Is SHAKESPEARES ASSOCIATES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to SHAKESPEARES ASSOCIATES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHAKESPEARES ASSOCIATES 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 SHAKESPEARES ASSOCIATES INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHAKESPEARES ASSOCIATES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of SHAKESPEARES ASSOCIATES INC?
The 990 for the year ended September 30, 2025 names LISA TROMOVITCH.
Who are the officers and directors of SHAKESPEARES ASSOCIATES INC?
The 990 for the year ended September 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $93,750 (LISA A TROMOVITCH, PRESIDENT).
How much revenue does SHAKESPEARES ASSOCIATES INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $467,080, expenses of $573,525 and total assets of $1,661,067 at year end.

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