Oregon Shakespeare Festival Association

Oregon
Registered In
08/02/1937
Incorp. Date

Company Summary

Oregon Shakespeare Festival Association at 15 S Pioneer St, Ashland, Or 97520 lists Diane Yu of New York, NY and Michelle Branch of San Francisco, CA.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Nonprofit Corporation
Status
Active
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David Schmitz Registered Agent
15 S PIONEER ST, ASHLAND, OR 97520
Diane Yu President
120 W 15TH ST APT 7G, NEW YORK, NY 10011
Michelle Branch Secretary
2370 MARKET ST # 206, SAN FRANCISCO, CA 94114
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15 S PIONEER ST, ASHLAND, OR 97520 View Map
PO BOX 158, ASHLAND, OR 97520 (Mailing) View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Oregon Shakespeare Festival
Ashland, OR

Financial Information for Oregon Shakespeare Festival Association

Form 5500

OREGON SHAKESPEARE FESTIVAL ASSOCIATION

15 S Pioneer St, Ashland, Or 97520 (541) 482-2111 EIN:93-0407022 Plan Admin:Anyania Muse
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN Plan #003 Participants BOY/EOY460 / 456 Assets BOY/EOY$14,661,394 / $11,934,146 2022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN - Plan #003 460 / 456 $14,661,394 / $11,934,146
2022 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY183 / 270 Assets BOY/EOY$6,082,321 / $4,723,799 2022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST - Plan #001 183 / 270 $6,082,321 / $4,723,799
2021 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN Plan #003 Participants BOY/EOY556 / 460 Assets BOY/EOY$14,852,406 / $14,661,394 2021 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN - Plan #003 556 / 460 $14,852,406 / $14,661,394
2021 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY264 / 183 Assets BOY/EOY$6,681,050 / $6,082,321 2021 OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST - Plan #001 264 / 183 $6,681,050 / $6,082,321
2020 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN Plan #003 Participants BOY/EOY655 / 556 Assets BOY/EOY$14,322,954 / $14,852,406 2020 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN - Plan #003 655 / 556 $14,322,954 / $14,852,406
2020 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY399 / 264 Assets BOY/EOY$6,328,872 / $6,681,050 2020 OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST - Plan #001 399 / 264 $6,328,872 / $6,681,050
2019 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN Plan #003 Participants BOY/EOY690 / 655 Assets BOY/EOY$12,783,376 / $14,322,954 2019 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN - Plan #003 690 / 655 $12,783,376 / $14,322,954
2019 Plan NameOREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY335 / 399 Assets BOY/EOY$5,385,190 / $6,328,872 2019 OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST - Plan #001 335 / 399 $5,385,190 / $6,328,872
Benefit & Retirement Plans based on Form 5500.
Form 990

OREGON SHAKESPEARE FESTIVAL ASSOCIATION

15 S Pioneer St, Ashland, Or 97520-2749 EIN:93-0407022 Deductibility:Contributions are deductible Classification:Educational Organization; Literary Organization Type:Theater
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps398 Contributions$18,622,345 Revenue$26,494,029 Expenses$37,060,580 Assets EOY$36,446,061 Liabilities$9,107,398 2022 398 $18,622,345 $26,494,029 $37,060,580 $36,446,061 $9,107,398
2021 # of Emps398 Contributions$17,768,995 Revenue$18,740,778 Expenses$19,137,606 Assets EOY$57,188,884 Liabilities$19,357,798 2021 398 $17,768,995 $18,740,778 $19,137,606 $57,188,884 $19,357,798
2020 # of Emps650 Contributions$23,667,453 Revenue$25,315,328 Expenses$24,413,175 Assets EOY$56,401,419 Liabilities$18,225,137 2020 650 $23,667,453 $25,315,328 $24,413,175 $56,401,419 $18,225,137
2019 # of Emps657 Contributions$21,832,688 Revenue$45,273,626 Expenses$42,258,065 Assets EOY$49,936,943 Liabilities$12,606,984 2019 657 $21,832,688 $45,273,626 $42,258,065 $49,936,943 $12,606,984
2018 # of Emps671 Contributions$17,782,299 Revenue$41,598,004 Expenses$41,418,899 Assets EOY$48,320,991 Liabilities$13,968,417 2018 671 $17,782,299 $41,598,004 $41,418,899 $48,320,991 $13,968,417
Tax Returns based on Form 990 & 990N.
PPP Loans

OREGON SHAKESPEARE FESTIVAL ASSOCIATION

15 S. Pioneer Street, ASHLAND, OR 97520-2749 Industry:Theater Companies and Dinner Theaters
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$5,495,700 Forgiven$4,872,413 LenderKeyBank National Association Jobs118 04/11/2020 $5,495,700 $4,872,413 KeyBank National Association 118
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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