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Nonprofit · EIN 63-0652734

ALABAMA SHAKESPEARE FESTIVAL INC

Tax-exempt · MONTGOMERY, AL 36117

Financials

$9.7M$8.1M2022$9.5M$8.1M2023$9.3M$8.4M2024
Revenue Expenses · by fiscal year end
Financials of ALABAMA SHAKESPEARE FESTIVAL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$9,291,407$8,401,626$889,781$11,615,106$1,200,381$10,414,725
September 30, 2024990$9,536,308$8,069,169$1,467,139$10,541,810$1,016,866$9,524,944
September 30, 2023990$9,650,442$8,056,089$1,594,353$9,172,475$1,114,670$8,057,805
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$6,865,076
of which government grants
$2,516,434
Program service revenue
$2,131,199
Investment income
$19,769
Royalties
$2,393
Net rental income
$6,292
Net gain from sales of assets
-$8,954
Net income from fundraising events
-$118,238
Net income from sales of inventory
$138,553
Other revenue
$275,363

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$337,402
Other salaries and wages
$3,724,421
Salaries, compensation and benefits (total)
$4,859,785
Professional fundraising fees
$0
Accounting fees
$124,314
Occupancy
$990,971
Travel
$211,823
Depreciation
$513,390
Program services (functional)
$6,728,370
Management and general (functional)
$1,280,772
Fundraising (functional)
$392,484

Balance sheet and other

Total assets, start of year
$10,541,810
Total assets, end of year
$11,615,106
Total liabilities, end of year
$1,200,381
Net assets, end of year
$10,414,725
Land, buildings and equipment
$7,422,853
Net assets without donor restrictions
$7,989,534
Net assets with donor restrictions
$2,425,191
Gross unrelated business income
$350
Gross receipts
$9,574,428
Employees
222
Volunteers
63
Year formed
1991
State of legal domicile
AL

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TODD SCHMIDTEXECUTIVE DIRECTOR
Officer
40$196,829$14,625
EVE LOEBDEVELOPMENT DIRECTOR
Highest-paid employee
40$133,594$11,838
QUIN GRESHAMARTISTIC DIRECTOR
Officer
40$13,462$5,958
AL HEADBOARD MEMBER
Trustee or director
1$0$0
ALEXANDER H CAROTHERS IIISECRETARY
Trustee or director, Officer
1$0$0
MARY MARGARET CARROLLBOARD MEMBER
Trustee or director
1$0$0
BILLY LIVINGSBOARD MEMBER
Trustee or director
1$0$0
BOB VARDAMANBOARD MEMBER
Trustee or director
1$0$0
CARL BARKERBOARD MEMBER
Trustee or director
1$0$0
CARL STOCKTONBOARD MEMBER
Trustee or director
1$0$0
CAROL BALLARDBOARD MEMBER
Trustee or director
1$0$0
CASSANDRA CROSBYBOARD MEMBER
Trustee or director
1$0$0
CHUCK DILAURABOARD MEMBER
Trustee or director
1$0$0
EDWARD CROWELLBOARD MEMBER
Trustee or director
1$0$0
EUGENE STANALANDTREASURER
Trustee or director, Officer
1$0$0
36 more people on this return
NameTitleHours / weekCompensation
LANA CAVASSABOARD MEMBER
Trustee or director
1$0
GALEN J THACKSTONBOARD MEMBER
Trustee or director
1$0
GORDON G MARTINBOARD MEMBER
Trustee or director
1$0
JAMES K LOWDERBOARD MEMBER
Trustee or director
1$0
JANICE HAWKINSBOARD MEMBER
Trustee or director
1$0
JEANIE HOLLOWAYBOARD MEMBER
Trustee or director
1$0
JODY MCINNESBOARD MEMBER
Trustee or director
1$0
KALONJI GILCHRISTBOARD MEMBER
Trustee or director
1$0
KAY BLOUNTBOARD MEMBER
Trustee or director
1$0
LAURIE JEAN WEILBOARD MEMBER
Trustee or director
1$0
COMMISSIONER DANIEL HARRIS JRBOARD MEMBER
Trustee or director
1$0
LISA BLACH WEILBOARD MEMBER
Trustee or director
1$0
LISA TAYLORBOARD MEMBER
Trustee or director
1$0
MARK DIXONBOARD MEMBER
Trustee or director
1$0
MARK P BUNTINGBOARD MEMBER
Trustee or director
1$0
MAYOR STEVEN REEDBOARD MEMBER
Trustee or director
1$0
MICHAEL REILLYBOARD MEMBER
Trustee or director
1$0
TODD STACYBOARD MEMBER
Trustee or director
1$0
RICHARD STABLERCHAIR
Trustee or director, Officer
1$0
PEGGY M MUSSAFERBOARD MEMBER
Trustee or director
1$0
FATHER MANUEL WILLIAMSVICE CHAIR
Trustee or director, Officer
1$0
ROBERT BIRMINGHAMBOARD MEMBER
Trustee or director
1$0
ROBERT BURNSBOARD MEMBER
Trustee or director
1$0
SARAH ANN ROSSBOARD MEMBER
Trustee or director
1$0
SARAH BEATTY BULLERBOARD MEMBER
Trustee or director
1$0
THE HONORABLE SAMARRIA DUNSONBOARD MEMBER
Trustee or director
1$0
THE HONORABLE VANZETTA MCPHERSONBOARD MEMBER
Trustee or director
1$0
THOMAS A BLOUNTBOARD MEMBER
Trustee or director
1$0
THOMAS ALBRITTONBOARD MEMBER
Trustee or director
1$0
TODD STRANGEBOARD MEMBER
Trustee or director
1$0
TOMMIE STEWARTBOARD MEMBER
Trustee or director
1$0
ERIC MACKEYBOARD MEMBER
Trustee or director
1$0
CLAY MCINNISBOARD MEMBER
Trustee or director
1$0
ROBERT RUNKLEBOARD MEMBER
Trustee or director
1$0
EMILY LOWDER WOOTTENBOARD MEMBER
Trustee or director
1$0
NICHOLE THOMPSONBOARD MEMBER
Trustee or director
1$0
990 for the year ended September 30, 2024: 50 people
NameTitleHours / weekCompensationOther / benefits
TODD SCHMIDTEXECUTIVE DIRECTOR
Officer
40$196,829$14,522
EVE LOEBDEVELOPMENT DIRECTOR
Highest-paid employee
40$133,594$11,993
RICK DILDINEARTISTIC DIRECTOR
Officer
40$93,591$8,731
AL HEADBOARD MEMBER
Trustee or director
1$0$0
ALEXANDER H CAROTHERS IIISECRETARY
Trustee or director, Officer
1$0$0
BARRIE HARMON IIIBOARD MEMBER
Trustee or director
1$0$0
BILLY LIVINGSBOARD MEMBER
Trustee or director
1$0$0
BOB VARDAMANBOARD MEMBER
Trustee or director
1$0$0
CARL BARKERBOARD MEMBER
Trustee or director
1$0$0
CARL STOCKTONBOARD MEMBER
Trustee or director
1$0$0
CAROL BALLARDBOARD MEMBER
Trustee or director
1$0$0
CASSANDRA CROSBYBOARD MEMBER
Trustee or director
1$0$0
CHUCK DILAURABOARD MEMBER
Trustee or director
1$0$0
EDWARD CROWELLBOARD MEMBER
Trustee or director
1$0$0
EUGENE STANALANDTREASURER
Trustee or director, Officer
1$0$0
FATHER MANUEL WILLIAMS CRBOARD MEMBER
Trustee or director
1$0$0
GALEN J THACKSTONBOARD MEMBER
Trustee or director
1$0$0
GORDON G MARTINBOARD MEMBER
Trustee or director
1$0$0
JAMES K LOWDERBOARD MEMBER
Trustee or director
1$0$0
JANICE HAWKINSBOARD MEMBER
Trustee or director
1$0$0
JEANIE HOLLOWAYBOARD MEMBER
Trustee or director
1$0$0
JODY MCINNESBOARD MEMBER
Trustee or director
1$0$0
KALONJI GILCHRISTBOARD MEMBER
Trustee or director
1$0$0
KAY BLOUNTBOARD MEMBER
Trustee or director
1$0$0
LAURIE JEAN WEILBOARD MEMBER
Trustee or director
1$0$0
LESLIE SANDERSBOARD MEMBER
Trustee or director
1$0$0
LISA BLACH WEILBOARD MEMBER
Trustee or director
1$0$0
LISA TAYLORBOARD MEMBER
Trustee or director
1$0$0
MARK DIXONBOARD MEMBER
Trustee or director
1$0$0
MARK P BUNTINGBOARD MEMBER
Trustee or director
1$0$0
MAYOR STEVEN REEDBOARD MEMBER
Trustee or director
1$0$0
MICHAEL REILLYBOARD MEMBER
Trustee or director
1$0$0
MILTON C DAVISBOARD MEMBER
Trustee or director
1$0$0
NICHOLE THOMPSONBOARD MEMBER
Trustee or director
1$0$0
PEGGY M MUSSAFERBOARD MEMBER
Trustee or director
1$0$0
RICHARD STABLERVICE CHAIR
Trustee or director, Officer
1$0$0
ROBERT BIRMINGHAMBOARD MEMBER
Trustee or director
1$0$0
ROBERT BURNSBOARD MEMBER
Trustee or director
1$0$0
SARAH ANN ROSSBOARD MEMBER
Trustee or director
1$0$0
SARAH BEATTY BULLERBOARD MEMBER
Trustee or director
1$0$0
THE HONORABLE SAMARRIA DUNSONBOARD MEMBER
Trustee or director
1$0$0
THE HONORABLE VANZETTA MCPHERSONCHAIR
Trustee or director, Officer
1$0$0
THOMAS A BLOUNTBOARD MEMBER
Trustee or director
1$0$0
THOMAS ALBRITTONBOARD MEMBER
Trustee or director
1$0$0
TODD STRANGEBOARD MEMBER
Trustee or director
1$0$0
TOMMIE STEWARTBOARD MEMBER
Trustee or director
1$0$0
ERIC MACKEYBOARD MEMBER
Trustee or director
1$0$0
CLAY MCINNISBOARD MEMBER
Trustee or director
1$0$0
ROBERT RUNKLEBOARD MEMBER
Trustee or director
1$0$0
EMILY LOWDER WOOTTENBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended September 30, 2023: 51 people
NameTitleHours / weekCompensationOther / benefits
TODD SCHMIDTEXECUTIVE DIRECTOR
Officer
40$189,967$37,526
RICK DILDINEARTISTIC DIRECTOR
Officer
40$168,442$22,166
EVE LOEBDEVELOPMENT DIRECTOR
Highest-paid employee
40$127,233$26,982
AL HEADBOARD MEMBER
Trustee or director
1$0$0
ALEXANDER H CAROTHERS IIISECRETARY
Trustee or director, Officer
1$0$0
BARRIE HARMON IIIBOARD MEMBER
Trustee or director
1$0$0
BILLY LIVINGSBOARD MEMBER
Trustee or director
1$0$0
BOB VARDAMANBOARD MEMBER
Trustee or director
1$0$0
CARL BARKERBOARD MEMBER
Trustee or director
1$0$0
CARL STOCKTONBOARD MEMBER
Trustee or director
1$0$0
CAROL BALLARDBOARD MEMBER
Trustee or director
1$0$0
CASSANDRA CROSBYBOARD MEMBER
Trustee or director
1$0$0
CHUCK DILAURABOARD MEMBER
Trustee or director
1$0$0
CLEOPHUS THOMAS JRBOARD MEMBER
Trustee or director
1$0$0
COMMISSIONER DANIEL HARRIS JRBOARD MEMBER
Trustee or director
1$0$0
EDWARD CROWELLBOARD MEMBER
Trustee or director
1$0$0
EUGENE STANALANDTREASURER
Trustee or director, Officer
1$0$0
FATHER MANUEL WILLIAMS CRBOARD MEMBER
Trustee or director
1$0$0
GALEN J THACKSTONBOARD MEMBER
Trustee or director
1$0$0
GORDON G MARTINBOARD MEMBER
Trustee or director
1$0$0
JAMES K LOWDERBOARD MEMBER
Trustee or director
1$0$0
JANICE HAWKINSBOARD MEMBER
Trustee or director
1$0$0
JEANIE HOLLOWAYBOARD MEMBER
Trustee or director
1$0$0
JODY MCINNESBOARD MEMBER
Trustee or director
1$0$0
KALONJI GILCHRISTBOARD MEMBER
Trustee or director
1$0$0
KAY BLOUNTBOARD MEMBER
Trustee or director
1$0$0
LAURA DOCKERYBOARD MEMBER
Trustee or director
1$0$0
LAURIE JEAN WEILBOARD MEMBER
Trustee or director
1$0$0
LESLIE SANDERSBOARD MEMBER
Trustee or director
1$0$0
LISA BLACH WEILBOARD MEMBER
Trustee or director
1$0$0
LISA TAYLORBOARD MEMBER
Trustee or director
1$0$0
MARK DIXONBOARD MEMBER
Trustee or director
1$0$0
MARK P BUNTINGBOARD MEMBER
Trustee or director
1$0$0
MAYOR STEVEN REEDBOARD MEMBER
Trustee or director
1$0$0
MICHAEL REILLYBOARD MEMBER
Trustee or director
1$0$0
MILTON C DAVISBOARD MEMBER
Trustee or director
1$0$0
NICHOLE THOMPSONBOARD MEMBER
Trustee or director
1$0$0
PAUL FIELDSBOARD MEMBER
Trustee or director
1$0$0
PEGGY M MUSSAFERBOARD MEMBER
Trustee or director
1$0$0
RHON JONESBOARD MEMBER
Trustee or director
1$0$0
RICHARD STABLERVICE CHAIR
Trustee or director, Officer
1$0$0
ROBERT BIRMINGHAMBOARD MEMBER
Trustee or director
1$0$0
ROBERT BURNSBOARD MEMBER
Trustee or director
1$0$0
SARAH ANN ROSSBOARD MEMBER
Trustee or director
1$0$0
SARAH BEATTY BULLERBOARD MEMBER
Trustee or director
1$0$0
THE HONORABLE SAMARRIA DUNSONBOARD MEMBER
Trustee or director
1$0$0
THE HONORABLE VANZETTA MCPHERSONCHAIR
Trustee or director, Officer
1$0$0
THOMAS A BLOUNTBOARD MEMBER
Trustee or director
1$0$0
THOMAS ALBRITTONBOARD MEMBER
Trustee or director
1$0$0
TODD STRANGEBOARD MEMBER
Trustee or director
1$0$0
TOMMIE STEWARTBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1 FESTIVAL DR, MONTGOMERY, AL 36117-4605
Principal officer (990 for 2024)
TODD SCHMIDT, ONE FESTIVAL DRIVE, MONTGOMERY, AL 36117
Signed the 990
TODD SCHMIDT, EXECUTIVE DIRECTOR
Phone
(334) 271-5300
Return prepared by
JACKSON THORNTON ADVISORS LLC

Mission

THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS.

990 for the year ended August 31, 2025

Program accomplishments

  • ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH 195 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED AUGUST 31, 2025. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY.
    Expenses $6,728,370 · revenue $2,491,418

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

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025Check at the IRS

IRS record

EIN
63-0652734
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
1976
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,615,106
Income (IRS master file)
$9,574,428

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$9,291,407$8,401,626$11,615,106XML
990-TAugust 2025–––IRS
990September 2024$9,536,308$8,069,169$10,541,810XML
990-TSeptember 2024–––IRS
990September 2023$9,650,442$8,056,089$9,172,475XML
990-TSeptember 2023–––IRS
990September 2022$8,829,408$7,842,196$7,332,207IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 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 63-0652734).

Questions about ALABAMA SHAKESPEARE FESTIVAL INC

What is the EIN of ALABAMA SHAKESPEARE FESTIVAL INC?
The employer identification number (EIN) of ALABAMA SHAKESPEARE FESTIVAL INC is 63-0652734.
Is ALABAMA SHAKESPEARE FESTIVAL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to ALABAMA SHAKESPEARE FESTIVAL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALABAMA SHAKESPEARE FESTIVAL 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 ALABAMA SHAKESPEARE FESTIVAL INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALABAMA SHAKESPEARE FESTIVAL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of ALABAMA SHAKESPEARE FESTIVAL INC?
The 990 for the year ended August 31, 2025 names TODD SCHMIDT.
Who are the officers and directors of ALABAMA SHAKESPEARE FESTIVAL INC?
The 990 for the year ended August 31, 2025 lists 51 people; 3 received compensation from the organization, the highest $196,829 (TODD SCHMIDT, EXECUTIVE DIRECTOR).
How much revenue does ALABAMA SHAKESPEARE FESTIVAL INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $9,291,407, expenses of $8,401,626 and total assets of $11,615,106 at year end.

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