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Nonprofit · EIN 93-0407022

OREGON SHAKESPEARE FESTIVAL ASSOCIATION

Tax-exempt · ASHLAND, OR 97520

Financials

$35.8M$36.2M2022$32.7M$35.5M2023$52.9M$43.8M2024
Revenue Expenses · by fiscal year end
Financials of OREGON SHAKESPEARE FESTIVAL ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$52,880,677$43,825,148$9,055,529$56,482,729$22,708,677$33,774,052
October 31, 2024990$32,735,883$35,461,231-$2,725,348$47,714,613$23,010,506$24,704,107
October 31, 2023990$35,804,216$36,240,262-$436,046$50,873,035$23,461,216$27,411,819
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$35,363,341
of which government grants
$2,265,141
Membership dues
$2,386,719
Program service revenue
$15,792,613
Investment income
$29,125
Royalties
$1,024
Net rental income
$192,221
Net gain from sales of assets
-$42,598
Net income from sales of inventory
$445,653
Other revenue
$1,695,598

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,745,007
Other salaries and wages
$21,101,265
Salaries, compensation and benefits (total)
$29,547,965
Professional fundraising fees
$0
Legal fees
$372,176
Accounting fees
$116,161
Travel
$495,731
Depreciation
$1,586,203
Program services (functional)
$31,638,734
Management and general (functional)
$10,773,343
Fundraising (functional)
$1,413,071

Balance sheet and other

Total assets, start of year
$47,714,613
Total assets, end of year
$56,482,729
Total liabilities, end of year
$22,708,677
Net assets, end of year
$33,774,052
Land, buildings and equipment
$26,830,676
Publicly traded securities
$4,835,328
Net assets without donor restrictions
$16,321,321
Net assets with donor restrictions
$17,452,731
Gross unrelated business income
$533,119
Gross receipts
$53,209,905
Employees
433
Volunteers
279
Year formed
1935
State of legal domicile
OR

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.

NameTitleHours / weekCompensationOther / benefits
TIM BONDARTISTIC DIRECTOR
Officer
50$310,401$27,892
ANYANIA MUSEMANAGING DIRECTOR OF IDEA
Key employee
50$219,865$19,762
KAMILAH LONG THROUGH 0125CHIEF DEVELOPMENT OFFICER
Officer
50$192,394$18,716
ARIANA SPIEGLERFINANCE DIRECTOR
Officer
50$164,137$23,447
JAVIER DUBONINTERIM EXECUTIVE DIRECTOR
Officer
50$141,519$14,620
MICHAEL MAAGPRODUCTION MANAGER
Highest-paid employee
45$128,089$23,223
ROSA JOSHIASSOCIATE ARTISTIC DIRECTOR
Highest-paid employee
45$138,518$11,597
TARA KAYTONDIRECTOR OF OPERATIONS
Highest-paid employee
45$118,703$20,118
SHIREE DYSON THROUGH 1224ASSOC MANAGING DIRECTOR OF IDEA
Highest-paid employee
45$118,917$19,035
KARUS WALSCH 325DIRECTOR OF AUDIENCE EXPERIENCE
Highest-paid employee
45$118,000$10,394
GABRIELLA CALICCHIO THROUGH 625EXECUTIVE DIRECTOR
Officer
50$86,784$1,704
ALEX SUTTONTREASURER
Trustee or director, Officer
2$0$0
BOB SPELTZSECRETARY
Trustee or director, Officer
2$0$0
MARY WILCOXBOARD MEMBER/VICE CHAIR
Trustee or director, Officer
2$0$0
RUDD JOHNSONBOARD MEMBER/BOARD CHAIR
Trustee or director, Officer
2$0$0
21 more people on this return
NameTitleHours / weekCompensation
AMY CUDDYBOARD MEMBER
Trustee or director
1.3$0
CHARLOTTE LINBOARD MEMBER
Trustee or director
1.3$0
CYNTHIA SCHERRBOARD MEMBER
Trustee or director
1.3$0
DL RICHARDSONBOARD MEMBER
Trustee or director
1.3$0
DAVE HITZBOARD MEMBER
Trustee or director
1.3$0
DAVID HOLLINGSWORTHBOARD MEMBER
Trustee or director
1.3$0
DEE ANNE EVERSONBOARD MEMBER
Trustee or director
1.3$0
DIANE YUBOARD MEMBER
Trustee or director
1.3$0
DUSTIN BUEHLERBOARD MEMBER
Trustee or director
1.3$0
ELIZABETH CHOYBOARD MEMBER
Trustee or director
1.3$0
KELLY BULKELEY THROUGH 1224BOARD MEMBER
Trustee or director
1.3$0
LAURIE GIBBSBOARD MEMBER
Trustee or director
1.3$0
MARTINE KEI GREEN-ROGERSBOARD MEMBER
Trustee or director
1.3$0
NANCY TAITBOARD MEMBER
Trustee or director
1.3$0
NICK PLIAMBOARD MEMBER
Trustee or director
1.3$0
OCTAVIO SOLISBOARD MEMBER
Trustee or director
1.3$0
PERRY SIMONBOARD MEMBER
Trustee or director
1.3$0
ROBERT VAN BROCKLINBOARD MEMBER
Trustee or director
1.3$0
SAMUEL DAKINBOARD MEMBER
Trustee or director
1.3$0
TONY DRUMMONDBOARD MEMBER
Trustee or director
1.3$0
JENNIFER RYENCHIEF PHILANTROPHY OFFICER
Officer
50$0
990 for the year ended October 31, 2024: 36 people
NameTitleHours / weekCompensationOther / benefits
ANYANIA MUSEMANAGING DIRECTOR OPERATIONS/IDEA
Key employee
50$259,858$22,940
ALYS HOLDENDIRECTOR OF PRODUCTION
Key employee
45$250,593$21,997
KAMILAH LONGCHIEF DEVELOPMENT OFFICER
Officer
50$157,770$13,198
JAVIER DUBONDIRECTOR OF MARKETING & COMMUNICATIONS
Highest-paid employee
45$125,502$12,496
TYLER HOKAMAINTERIM EXECUTIVE DIRECTOR
Officer
50$131,077$0
TARA KAYTONASSOCIATE DIRECTOR GENERAL & COMPANY MANAGEMENT
Highest-paid employee
45$101,431$28,484
KARUS WALSCHDIRECTOR OF AUDIENCE EXPERIENCE
Highest-paid employee
45$104,206$18,533
SHIREE DYSONASSOCIATE MANAGING DIRECTOR IDEA
Highest-paid employee
45$110,585$9,818
SCOTT RESCHASSOCIATE DIRECTOR OF FACILITIES
Highest-paid employee
45$105,635$11,981
TIM BONDARTISTIC DIRECTOR
Officer
50$89,417$4,875
ARIANA SPIEGLERFINANCE DIRECTOR
Officer
50$67,281$5,119
DIANE YUBOARD CHAIR/CO-CHAIR
Trustee or director, Officer
2$0$0
RUDD JOHNSONBOARD MEMBER/CO-CHAIR
Trustee or director, Officer
2$0$0
MARY WILCOXBOARD MEMBER/VICE CHAIR
Trustee or director, Officer
2$0$0
SACHTA CARDVICE CHAIR/BOARD MEMBER
Trustee or director, Officer
2$0$0
BOB SPELTZSECRETARY
Trustee or director, Officer
2$0$0
ALEX SUTTONTREASURER
Trustee or director, Officer
2$0$0
KELLY BULKELEYBOARD MEMBER
Trustee or director
2$0$0
SAMUEL DAKINBOARD MEMBER
Trustee or director
2$0$0
TONY DRUMMONDBOARD MEMBER
Trustee or director
2$0$0
DAVE HITZBOARD MEMBER
Trustee or director
2$0$0
CHARLOTTE LINBOARD MEMBER
Trustee or director
2$0$0
PERRY SIMONBOARD MEMBER
Trustee or director
2$0$0
OCTAVIO SOLISBOARD MEMBER
Trustee or director
2$0$0
ELIZABETH CHOYBOARD MEMBER
Trustee or director
2$0$0
AMY CUDDYBOARD MEMBER
Trustee or director
2$0$0
DUSTIN BUEHLERBOARD MEMBER
Trustee or director
2$0$0
DEE ANNE EVERSONBOARD MEMBER
Trustee or director
2$0$0
LAURIE GIBBSBOARD MEMBER
Trustee or director
2$0$0
DL RICHARDSONBOARD MEMBER
Trustee or director
2$0$0
NANCY TAITBOARD MEMBER
Trustee or director
2$0$0
MARTINE KEI GREEN-ROGERSBOARD MEMBER
Trustee or director
2$0$0
ROBERT VAN BROCKLINBOARD MEMBER
Trustee or director
2$0$0
HECTOR TOBARBOARD MEMBER
Trustee or director
2$0$0
DANNY SANTOSBOARD MEMBER
Trustee or director
2$0$0
KATIE FAREWELLBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended October 31, 2023: 45 people
NameTitleHours / weekCompensationOther / benefits
DAVID SCHMITZEXECUTIVE DIRECTOR
Officer
50$417,391$34,729
NATAKI MYERSARTISTIC DIRECTOR
Officer
50$411,041$32,037
ANYANIA MUSEMANAGING DIRECTOR OPERATIONS/IDEA
Key employee
50$195,743$22,118
AMANDA BRANDESDIRECTOR OF DEVELOPMENT
Highest-paid employee
45$168,222$21,748
ALYS HOLDENDIRECTOR OF PRODUCTION
Key employee
45$169,199$20,119
EVREN ODCIKINASSOCIATE ARTISTIC DIRECTOR
Highest-paid employee
45$155,223$21,492
KIM JI-YEONDIRECTOR OF INNOVATION & STRATEGY
Highest-paid employee
45$141,172$20,246
TEO MEI ANNDIRECTOR OF NEW WORKS
Highest-paid employee
45$141,075$11,883
DYSON SHIREEASSOCIATE MANAGING DIRECTOR IDEA
Highest-paid employee
45$108,289$10,245
TYLER HOKAMAINTERIM EXECUTIVE DIRECTOR
Officer
50$0$0
KAMILAH LONGCHIEF DEVELOPMENT OFFICER
Officer
50$0$0
TIM BONDARTISTIC DIRECTOR
Officer
50$0$0
ARIANA SPIEGLERFINANCE DIRECTOR
Officer
50$0$0
DIANE YUBOARD CHAIR
Trustee or director, Officer
2$0$0
MARY WILCOXCO-VICE CHAIR
Trustee or director, Officer
2$0$0
SACHTA CARDCO-VICE CHAIR
Trustee or director, Officer
2$0$0
MICHELLE BRANCHSECRETARY
Trustee or director, Officer
2$0$0
ANNA WERBLOWTREASURER
Trustee or director, Officer
2$0$0
PATRICK BRADFORDBOARD MEMBER
Trustee or director
1.3$0$0
PEGGY BREYBOARD MEMBER
Trustee or director
1.3$0$0
KELLY BULKELEYBOARD MEMBER
Trustee or director
1.3$0$0
BROOK COLLEYBOARD MEMBER
Trustee or director
1.3$0$0
SIDNEY COOPERBOARD MEMBER
Trustee or director
1.3$0$0
SAMUEL DAKINBOARD MEMBER
Trustee or director
1.3$0$0
ERIC DISHMANBOARD MEMBER
Trustee or director
1.3$0$0
TONY DRUMMONDBOARD MEMBER
Trustee or director
1.3$0$0
KATIE FAREWELLBOARD MEMBER
Trustee or director
1.3$0$0
CHRISTINE GARRETTBOARD MEMBER
Trustee or director
1.3$0$0
DAVE HITZBOARD MEMBER
Trustee or director
1.3$0$0
RUDD JOHNSONBOARD MEMBER
Trustee or director
1.3$0$0
CHARLOTTE LINBOARD MEMBER
Trustee or director
1.3$0$0
DAVID PENILTONBOARD MEMBER
Trustee or director
1.3$0$0
CARMEN RUBIOBOARD MEMBER
Trustee or director
1.3$0$0
DANNY SANTOSBOARD MEMBER
Trustee or director
1.3$0$0
PERRY SIMONBOARD MEMBER
Trustee or director
1.3$0$0
OCTAVIO SOLISBOARD MEMBER
Trustee or director
1.3$0$0
BOB SPELTZBOARD MEMBER
Trustee or director
1.3$0$0
ALEX SUTTONBOARD MEMBER
Trustee or director
1.3$0$0
NANCY TAITBOARD MEMBER
Trustee or director
1.3$0$0
HECTOR TOBARBOARD MEMBER
Trustee or director
1.3$0$0
PAUL WESTBROOKBOARD MEMBER
Trustee or director
1.3$0$0
ELIZABETH CHOYBOARD MEMBER
Trustee or director
1.3$0$0
MARY KELLY PERSYNBOARD MEMBER
Trustee or director
1.3$0$0
DAVIDA CHANEL BAKERBOARD MEMBER
Trustee or director
1.3$0$0
MARISSA CHIBASBOARD MEMBER
Trustee or director
1.3$0$0

Address and contacts

Address (IRS master file)
PO BOX 158, ASHLAND, OR 97520-0158
In care of
% GROUP EMAIL
Principal officer (990 for 2024)
JAVIER DUBON, PO BOX 158, ASHLAND, OR 975200158
Signed the 990
JAVIER DUBON, INTERIM EXECUTIVE DIRECTOR
Phone
(541) 482-2111
Return prepared by
MCDONALD JACOBS PC

Mission

THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS.

990 for the year ended October 31, 2025

Program accomplishments

  • THE 2025 SEASON AT THE OREGON SHAKESPEARE FESTIVAL MARKED THE FESTIVAL'S 90TH ANNIVERSARY, CELEBRATING NINE DECADES OF WORLD-CLASS THEATRE, EDUCATION, AND COMMUNITY ENGAGEMENT. THE SEASON FEATURED NINE PRODUCTIONS ACROSS THREE THEATRES: JULIUS CAESAR BY WILLIAM SHAKESPEARE, DIRECTED BY ROSA JOSHI; THE IMPORTANCE OF BEING EARNEST BY OSCAR WILDE, DIRECTED BY DESDEMONA CHIANG; AUGUST WILSON'S JITNEY, DIRECTED BY TIM BOND; SHANE, ADAPTED BY KAREN ZACARAS FROM THE NOVEL BY JACK SCHAEFER, DIRECTED BY BLAKE ROBISON; THE MERRY WIVES OF WINDSOR BY WILLIAM SHAKESPEARE, DIRECTED BY TERRI MCMAHON; INTO THE WOODS, WITH MUSIC AND LYRICS BY STEPHEN SONDHEIM AND BOOK BY JAMES LAPINE, DIRECTED BY AMANDA DEHNERT; FAT HAM BY JAMES IJAMES, DIRECTED BY ELIZABETH CARTER; (CONTINUED ON SCHEDULE O).AS YOU LIKE IT BY WILLIAM SHAKESPEARE, DIRECTED BY LISA PETERSON; AND QUIXOTE NUEVO BY OCTAVIO SOLIS, DIRECTED BY LISA PORTES.THE 2025 SEASON REPRESENTED THE FESTIVAL'S SECOND YEAR OF REBUILDING AND EXPANDING ITS EDUCATION PROGRAMMING FOLLOWING THE PANDEMIC. THROUGH ITS EDUCATION AND ENGAGEMENT PROGRAMS, OSF DEEPENED ITS COMMITMENT TO SERVING STUDENTS AND EDUCATORS BOTH ON CAMPUS AND IN COMMUNITIES ACROSS THE WEST COAST. MORE THAN 38,400 STUDENT MATINEE AND SCHOOL VISIT TICKETS WERE PROVIDED THROUGH ON-CAMPUS PERFORMANCES AND THE FESTIVAL'S SCHOOL VISIT PROGRAM, INCLUDING MORE THAN 16,000 STUDENT TICKETS THROUGH SCHOOL VISITS IN COMMUNITIES ACROSS THE WEST COAST. THE FESTIVAL ALSO CONTINUED ITS INVESTMENT IN THE NEXT GENERATION OF THEATRE ARTISTS AND LEADERS THROUGH THE FAIR (FELLOWSHIPS, ASSISTANTSHIPS, INTERNSHIPS, AND RESIDENCIES) PROGRAM.
    Expenses $31,638,734 · revenue $15,705,147

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 yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
93-0407022
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
1939
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$56,482,729
Income (IRS master file)
$53,209,905

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$52,880,677$43,825,148$56,482,729XML
990-TOctober 2025–––IRS
990October 2024$32,735,883$35,461,231$47,714,613XML
990-TOctober 2024–––IRS
990October 2023$35,804,216$36,240,262$50,873,035XML
990-TOctober 2023–––IRS
990October 2022$26,494,029$37,060,580$36,446,061IRS
990-TOctober 2022–––IRS
990October 2021–––IRS
990-TOctober 2021–––IRS
990October 2020–––IRS
990October 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 93-0407022).

Questions about OREGON SHAKESPEARE FESTIVAL ASSOCIATION

What is the EIN of OREGON SHAKESPEARE FESTIVAL ASSOCIATION?
The employer identification number (EIN) of OREGON SHAKESPEARE FESTIVAL ASSOCIATION is 93-0407022.
Is OREGON SHAKESPEARE FESTIVAL ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to OREGON SHAKESPEARE FESTIVAL ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OREGON SHAKESPEARE FESTIVAL ASSOCIATION 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 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 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 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 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 OREGON SHAKESPEARE FESTIVAL ASSOCIATION?
The 990 for the year ended October 31, 2025 names JAVIER DUBON.
Who are the officers and directors of OREGON SHAKESPEARE FESTIVAL ASSOCIATION?
The 990 for the year ended October 31, 2025 lists 36 people; 11 received compensation from the organization, the highest $310,401 (TIM BOND, ARTISTIC DIRECTOR).
How much revenue does OREGON SHAKESPEARE FESTIVAL ASSOCIATION have?
On its 990 for the year ended October 31, 2025 it reported revenue of $52,880,677, expenses of $43,825,148 and total assets of $56,482,729 at year end.

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