irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $124KIN ITS 30TH YEAR, HUDSON VALLEY SHAKESPEARE'S EDUCATION PROGRAM ENGAGED OVER 13,500 STUDENTS ACROSS MORE THAN 20 SCHOOLS IN THE TRI-STATE AREA THROUGH 326 IN-PERSON WORKSHOPS, PERFORMANCES, AND RESIDENCIES LED BY PROFESSIONAL TEACHING ARTISTS. THE CENTERPIECE OF THE 2024 EDUCATION TOUR WAS A 90-MINUTE PRODUCTION OF MUCH ADO ABOUT NOTHING, DIRECTED BY KHOLOUD SAWAF AND PERFORMED BY A SIX-MEMBER ENSEMBLE WITH LIVE MUSIC. TOURING TO 14 MIDDLE AND HIGH SCHOOLS ACROSS THE HUDSON VALLEY, CONNECTICUT, AND NORTHERN NEW JERSEY, THE PRODUCTION INTRODUCED STUDENTS TO SHAKESPEARE THROUGH PLAYFULNESS, COLLABORATION, AND DIRECT ENGAGEMENT, EXPLORING THEMES OF LOVE, MISUNDERSTANDING, AND PERCEPTION.
- #2 $36KIN APRIL 2024, HUDSON VALLEY SHAKESPEARE AND PROCESSIONAL ARTS WORKSHOP PRESENTED THE THIRD ANNUAL HIGHLAND LIGHTS, A FREE COMMUNITY CELEBRATION OF ART AND NATURE AT THE FESTIVAL'S GARRISON HOME. CENTERED ON THE THEME FULL FATHOM FIVE, THE PROJECT INCLUDED 12 FREE WORKSHOPS LED BY ALEX KAHN AND SOPHIA MICHAHELLES, ENGAGING MORE THAN 120 VOLUNTEER PARTICIPANTS IN CREATING LANTERNS INSPIRED BY THE WATERWAYS OF THE HUDSON RIVER ESTUARY. THE MONTH-LONG COLLABORATION CULMINATED IN AN EVENING PROCESSION ON APRIL 20, ATTENDED BY OVER 300 COMMUNITY MEMBERS, CELEBRATING THE REGION'S NATURAL BEAUTY AND SHARED STEWARDSHIP.IN NOVEMBER 2024, HUDSON VALLEY SHAKESPEARE PRESENTED ITS 9TH ANNUAL COMMUNITY BAKE-OFF, THEMED "ADAPTATION: A SHAKE OF THE KALEIDOSCOPE, AND INSPIRED BY HEIDI ARMBRUSTER'S THE MURDER OF ROGER ACKROYD. CONCEIVED BY PULITZER PRIZE-WINNING PLAYWRIGHT PAULA VOGEL, THE BAKE-OFF INVITES PARTICIPANTS TO CREATE TEN-MINUTE PLAYS USING A SHARED LIST OF "INGREDIENTS" CONNECTED TO THE THEME. HELD IN PARTNERSHIP WITH FIVE LOCAL LIBRARIES, THE 2024 SERIES OFFERED FREE WORKSHOPS LED BY CHRISTINE SCARFUTO, ACTING DIRECTOR OF THE MFA PLAYWRITING PROGRAM AT HUNTER COLLEGE, AND ATTRACTED OVER 100 PARTICIPANTS, RESULTING IN NEARLY 50 ORIGINAL PLAY SUBMISSIONS. SIX PLAYS WERE SELECTED FOR A PUBLIC READING PERFORMED BY PROFESSIONAL ACTORS, CONTINUING HVS'S COMMITMENT TO NURTURING NEW VOICES AND FOSTERING CREATIVE EXCHANGE ACROSS THE HUDSON VALLEY.
named programs · 5 · from sources
What they call their work
Accessible Performances Initiative
Provides American Sign Language-interpreted, open-captioned, and relaxed performances to ensure inclusive access for patrons with disabilities.
Community Bake-Off
Annual playwriting series in partnership with local libraries that invites participants to write ten-minute plays based on a shared theme; selected works are publicly read by professional actors.
Education Program
Professional teaching artists deliver in-person workshops, performances, and residencies to middle and high school students across the tri-state area, centered on touring productions of Shakespeare plays such as Much Ado About Nothing and Romeo and Juliet.
Highland Lights
Free community art event involving public workshops to create lanterns inspired by the Hudson River ecosystem, culminating in a nighttime procession celebrating nature and local stewardship.
New Play Development Series
Annual program supporting the creation of new works through workshops and readings, including commissioned plays by contemporary playwrights.
activities · 10 groups
What they do
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Membership Program Administration 1 activity
- Administer membership programRuns a donor-based membership program offering benefits such as priority booking, ticket discounts, and special event invitations in exchange for an annual contribution of $100 or more.
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Youth Theater Arts Education 1 activity
- Deliver education programs for studentsEngages K–12 students through in-school workshops, student matinee performances, and multi-day residencies led by professional teaching artists. In recent years, these programs have reached over 13,000 students annually across the tri-state area through live and remote performances of plays like Romeo and Juliet and Much Ado About Nothing, along with curriculum-aligned instruction in Shakespeare’s language and themes.
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New Play Development Programs 1 activity
- Develop new plays through residency and reading programsHosts an annual New Play Development Series that supports the creation of new theatrical works through readings, workshops, and public presentations. Recent projects include development of The Murder of Roger Ackroyd, Medea: Re-versed, and commissioned works such as The Untitled Agatha Project and Seize the King, offered both in-person and remotely via Zoom.
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Community Festival & Event Production 1 activity
- Host community engagement eventsOrganizes free, public community events such as Highland Lights—a lantern-making workshop and evening procession—and the annual Community Bake-Off, which includes free playwriting workshops at local libraries and public readings of original plays by community members.
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Accessibility Services for Cultural Programs 1 activity
- Offer accessible theater programmingEnsures inclusive access to performances through American Sign Language interpretation, open captioning, relaxed performances, assistive listening devices (T-coil loop system and FM headsets), step-free seating and pathways, elevator access, and designated parking. These services are provided for major productions including King Lear, As You Like It, and Les Misérables.
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Performing Arts Ticket Access Programs 1 activity
- Offer ticket discounts and group salesProvides discounted ticket pricing for youth (ages 6–18), seniors, students, military personnel, and residents of six Hudson Valley counties. Offers group sales benefits—including priority booking, food and drink packages, and exclusive events—for parties of 10 or more attendees.
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Cultural Facility Development and Management 1 activity
- Operate a seasonal theater campus with hospitality servicesManages a year-round cultural campus in Garrison, NY, featuring the Samuel H. Scripps Theater Center, the Inn at the Garrison, banquet facilities, covered terraces, and event spaces available for weddings, corporate retreats, and private functions. The campus includes FOLIO, a seasonal farm-to-table restaurant open from June to September, offering indoor and terrace dining aligned with performance schedules.
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Professional Theatrical Production 1 activity
- Produce professional theatrical performancesProduces and presents professional stagings of Shakespearean and other classic works, including "King Lear," "As You Like It," and musicals such as "Les Misérables," at the Samuel H. Scripps Theater Center in the Hudson Highlands. Performances are part of an annual season running primarily during the summer months.
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Post-Performance Audience Engagement 1 activity
- Provide pre- and post-performance audience experiencesOffers a range of enrichment activities for theatergoers, including free pre-show programming such as "Best in Show" (featuring adoptable dogs), "Prologue" talks with artists and scholars, and "Overtures" acoustic performances by Hudson Valley musicians. Also hosts post-performance Sunday events with self-serve food spreads and operates concessions serving cocktails, beer, wine, popcorn, and ice cream.
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Uncategorized 1 activity
- Provide transportation and parking services for patronsOperates a complimentary round-trip shuttle service between the Garrison Train Station and the theater campus on weekends and select weekdays, beginning two hours before performances and continuing after shows. Also provides free on-site parking with accessible spaces and golf cart assistance for patrons with mobility needs.
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financials · form 990 · fy2024
revenue
Total revenue$26.22M
Contributions & grants$25.10M96%
Program service revenue$665K3%
Investment income$198K1%
Other revenue$256K
expenses
Total expenses$5.24M
Program expenses69%
Admin / overhead20%
Fundraising12%
Salaries & benefits$2.38M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$39.34M
Cash$13.05M
Investments$7.15M
Liabilities$5.11M
Net assets$34.22M
Liquid reserves46.2 mo
3 years on record · 2020–2024 · YoY revenue +532.7%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ROBERT D MCCALLUM III | ARTISTIC DIRECTOR | 60 | $167K |
| KENDRA EKELUND | MANAGING DIRECTOR | 60 | $143K |
board members · 23
- BYRON STINSON — DIRECTOR
- CARL LOEWENSON — DIRECTOR
- CHRISTINE WONG LENT — DIRECTOR
- DANIEL J KRAMER — DIRECTOR
- DR ELLIOTT SUMERS — DIRECTOR, THRU 9/28/24
- EDWARD B WHITNEY — SECRETARY
- ELEANOR RIDGE EVANS — VICE PRESIDENT
- FREDERIC C RICH — DIRECTOR
- HEATHER HOPKINS — TREASURER
- HEIDI ETTINGER — DIRECTOR
- JAMES STANFORD — DIRECTOR
- KRYSTAL FORD — DIRECTOR, THRU 12/23/24
- LAURA JEAN WILSON — DIRECTOR
- LAURI WASHINGTON SAWYER — DIRECTOR
- LUIS CASTRO — DIRECTOR
- MARIE FABIAN — DIRECTOR
- MARY ELIZABETH BUNZEL — DIRECTOR
- MICHAEL EMERSON — DIRECTOR
- NAT PRENTICE — DIRECTOR, THRU 2/28/24
- PATRICIA KING — DIRECTOR
- RANDY FLORKE — DIRECTOR
- RAOUL BHAVNANI — DIRECTOR
- ROBIN SHELBY ARDITI — PRESIDENT
relationships · 13
Who they work with
- BOCES Arts in Education Partner — Collaborates with BOCES Arts in Education to deliver in-classroom programs to New York State public schools eligible for state aid.
- CAMERON MACKINTOSH LTD Partner — Partner in the arrangement and licensing of the production of Les Misérables.
- Davis McCallum Partner — Artistic Director of Hudson Valley Shakespeare Festival who directed the production of "King Lear".
- FIVE LOCAL LIBRARIES Partner — Partnered with five local libraries to host free writing workshops as part of the annual Community Bake-Off playwriting series.
- Inclusive Communication Services Partner — Partnership to provide American Sign Language-interpreted performances.
- Inn at the Garrison Partner — Provides lodging for theater patrons with preferred rates and hosts the theater's restaurant and bar on its premises.
- Kurt Rhoads Partner — Actor featured in the title role of the Hudson Valley Shakespeare Festival's production of "King Lear".
- LENAPE CENTER Partner — Partnered during the 2020 Community Bake-Off to support playwrights and educate audiences about the significance of the Hudson River to Indigenous communities.
- Metro North Partner — Collaborates with Metro North to provide a complimentary shuttle service between the Garrison Train Station and the theater campus.
- Metro-North Partner — Coordinates shuttle service with Metro-North train schedules to facilitate audience travel to performances.
- Music Theatre International Partner — Partner in licensing and providing authorized performance materials for the production of Les Misérables.
- PROCESSIONAL ARTS WORKSHOP Partner — Collaborated on the annual Highland Lights community art celebration, including joint workshops and a public procession.
- Samuel H. Scripps Government — Named its permanent theater center in honor of Samuel H. Scripps, a visionary philanthropist.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Actor-Centered Pedagogy Deepens Engagementmethodology: actor_centered_pedagogyBy using ensemble-based, actor-centered problem-solving methods to teach Shakespeare, students achieve deeper comprehension and engagement because performing the text makes it experiential and personally meaningful.
- Inclusive Accessibility Lowers Barriers to Participationmethodology: inclusive_accessibilityBy offering relaxed performances, ASL interpretation, and closed-captioning, the organization increases access to theater because accommodations enable individuals with disabilities and diverse needs to participate fully and comfortably.
- Natural and Regional Integration Enhances Cultural Experiencemethodology: cultural_immersion_through_placeBy staging performances in an open-air theater within the Hudson Valley landscape and integrating farm-to-table dining, the festival enhances audience engagement because the natural beauty and regional authenticity deepen the immersive cultural experience.
- Radically Participatory Art-Making Builds Communitymethodology: participatory_art_makingBy involving community members directly in creative processes, the organization fosters community building because shared artistic participation creates collective ownership and social connection.
- Thematic and Imaginative Storytelling Drives Relevancemethodology: thematic_storytellingBy framing Shakespearean narratives through themes of progress and revolution and using imaginative storytelling, the festival increases audience engagement because it connects classical texts to contemporary social values and personal imagination.