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Alabama Shakespeare Festival Endowment Tr

Mcinnes D Joseph Ttee
  • Montgomery, AL
  • Tax-exempt since June 1994
  • EIN: 63-6183677

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Recreation, Sports, Leisure, Athletics / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.49M (2024)

Expenses
$1.5M (2024)

Total Assets
$56.6M (2024)

Total Liabilities
$1.23M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,485,412
Expenses
$1,502,008
Net Income
-$16,596
Net Assets
$55,375,438
Notable Sources of Revenue Percent of Total Revenue
Contributions $662,896
44.6%
Program Services $0
Investment Income $298,194
20.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $524,322
35.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,602,438
Total Liabilities $1,227,000
Net Assets $55,375,438
Compensation
Key Employees and Officers Compensation Related Other
Robert Birmingham (Trustee) $0 $0 $0
Dan Harris (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 12, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,093,701
Expenses
$2,640,643
Net Income
-$1,546,942
Net Assets
$52,986,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $658,878
60.2%
Program Services $0
Investment Income $271,778
24.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $163,045
14.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,482,654
Total Liabilities $1,495,657
Net Assets $52,986,997
Compensation
Key Employees and Officers Compensation Related Other
Robert Birmingham (Trustee) $0 $0 $0
Dan Harris (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on July 25, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,762,114
Expenses
$1,379,710
Net Income
$3,382,404
Net Assets
$53,235,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,427,060
93.0%
Program Services $0
Investment Income $331,727
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,327
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,812,802
Total Liabilities $1,577,078
Net Assets $53,235,724
Compensation
Key Employees and Officers Compensation Related Other
Robert Birmingham (Trustee) $0 $0 $0
Dan Harris (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on July 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$702,964
Expenses
$1,353,642
Net Income
-$650,678
Net Assets
$52,401,368
Notable Sources of Revenue Percent of Total Revenue
Contributions $145,862
20.7%
Program Services $0
Investment Income $250,280
35.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $306,822
43.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,944,765
Total Liabilities $3,543,397
Net Assets $52,401,368
Compensation
Key Employees and Officers Compensation Related Other
Robert Birmingham (Trustee) $0 $0 $0
Dan Harris (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,912,027
Expenses
$1,187,116
Net Income
$724,911
Net Assets
$51,389,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,371,455
71.7%
Program Services $0
Investment Income $262,032
13.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $278,540
14.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,462,871
Total Liabilities $4,073,591
Net Assets $51,389,280
Compensation
Key Employees and Officers Compensation Related Other
Robert Birminham (Trustee) $0 $0 $0
Dan Harris (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,551,036
Expenses
$1,478,824
Net Income
$1,072,212
Net Assets
$50,317,008
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,198,022
86.2%
Program Services $0
Investment Income $305,789
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,225
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,781,211
Total Liabilities $4,464,203
Net Assets $50,317,008
Compensation
Key Employees and Officers Compensation Related Other
C Lee Ellis (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,450,818
Expenses
$2,191,722
Net Income
-$740,904
Net Assets
$49,454,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,072
6.3%
Program Services $0
Investment Income $302,173
20.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,056,573
72.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,250,256
Total Liabilities $4,795,683
Net Assets $49,454,573
Compensation
Key Employees and Officers Compensation Related Other
C Lee Ellis (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee Chairman) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$617,116
Expenses
$1,689,785
Net Income
-$1,072,669
Net Assets
$50,715,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,043
5.5%
Program Services $0
Investment Income $269,963
43.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $313,110
50.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,686,279
Total Liabilities $1,970,895
Net Assets $50,715,384
Compensation
Key Employees and Officers Compensation Related Other
C Lee Ellis (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Dr Laurie Jean Weil (Trustee Chairman) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
James K Lowder (Trustee) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 30, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,059
Expenses
$1,465,741
Net Income
-$1,130,682
Net Assets
$51,270,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,526
24.9%
Program Services $0
Investment Income $498,544
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$247,011
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,289,826
Total Liabilities $2,019,732
Net Assets $51,270,094
Compensation
Key Employees and Officers Compensation Related Other
Dr Laurie Jean Weil (Trustee Chairman) $0 $0 $0
C Lee Ellis (Trustee) $0 $0 $0
James K Lowder (Trustee) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 3, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$983,546
Expenses
$1,870,931
Net Income
-$887,385
Net Assets
$51,871,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,300
0.7%
Program Services $0
Investment Income $569,584
57.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $406,662
41.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,371,617
Total Liabilities $1,500,000
Net Assets $51,871,617
Compensation
Key Employees and Officers Compensation Related Other
Dr Laurie Jean Weil (Trustee Chairman) $0 $0 $0
C Lee Ellis (Trustee) $0 $0 $0
James K Lowder (Trustee) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,110,229
Expenses
$2,097,664
Net Income
-$987,435
Net Assets
$54,240,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,476
0.3%
Program Services $0
Investment Income $209,446
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $897,307
80.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,740,027
Total Liabilities $1,500,000
Net Assets $54,240,027
Compensation
Key Employees and Officers Compensation Related Other
Dr Laurie Jean Weil (Trustee Chairman) $0 $0 $0
C Lee Ellis (Trustee) $0 $0 $0
James K Lowder (Trustee) $0 $0 $0
James M Scott (Trustee) $0 $0 $0
Charles A Stakely (Trustee) $0 $0 $0
Eugene Stanaland (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$758,823
Expenses
$1,807,403
Net Income
-$1,048,580
Net Assets
$55,357,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $175,242
23.1%
Program Services $0
Investment Income $230,588
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $352,993
46.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,557,938
Total Liabilities $1,200,000
Net Assets $55,357,938

Document Links

990
Filed on Sept. 23, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$611,420
Expenses
$1,938,500
Net Income
-$1,327,080
Net Assets
$55,947,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,724
5.5%
Program Services $0
Investment Income $237,961
38.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $339,735
55.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,697,399
Total Liabilities $750,000
Net Assets $55,947,399

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,425
Expenses
$1,936,917
Net Income
-$1,822,492
Net Assets
$56,127,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,843
36.6%
Program Services $0
Investment Income $246,865
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$174,283
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,477,135
Total Liabilities $350,000
Net Assets $56,127,135

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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