2023-11-13T09:07:01-08:00 2022-12-31 680260103 REGALIA & ASSOCIATES CPAS 103 TOWN COUNTRY DR STE K DANVILLE CA 94526 990 2022-01-01 510169452 CALIFORNIA SHAKESPEARE THEATER CALI 5105483422 21 Orinda Way Ste C - PMB 509 Orinda CA 94563 Clive Worsley Executive Director 5105483422 2023-11-13 true Clive Worsley 999009999 true Douglas W Regalia P00186389 9253140390 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Kate Stechschulte 21 Orinda Way Ste C - PMB 509 Orinda CA 94563 3445038 false X WWW.CALSHAKES.ORG X 1974 CA Cal Shakes redefines the classical theater for the 21st Century, making works of extraordinary artistry that engage with our contemporary moment so we might learn about ourselves and each other in the fullness of our world. 20 18 182 150 0 4091859 2059525 820434 1344054 5223 41459 37239 0 4954755 3445038 0 0 1601343 2472826 0 289404 1402794 1992964 3004137 4465790 1950618 -1020752 7797342 6754433 1034845 1028902 6762497 5725531 About California Shakespeare Theater: Founded in 1974, Cal Shakes began as an artistic collective presenting Shakespeares work outdoors in the park for free. Through the years we have evolved into a fully [Continued on Schedule 0] false false 3724603 1344054 There are three pillars of our work: MAKE, LEARN, ENGAGE.MAKE: We create art that represents the best of what we can do, and the making of it makes us better.Cal Shakes creates exemplary productions of works, both old and new, interpreted in vital and urgent ways. We do this with a commitment to bold theatricality, innovative interpretation, thoughtful excavation, to expanding cultural ownership of classic stories, and to being our best selves as artists, stewards, and members of our community. LEARN: We nurture a cultural of learning where we are both teacher and student.Cal Shakes seeks to both teach and learn through our artnot simply about the theater but about our world. We transform young minds through the practice of theater, we listen to and amplify seldom heard voices, we confront our own insecurities and ignorance with an openness to new ideas.ENGAGE: We forge community by dismantling barriers to participation.Acknowledging that the theater is a rare public forum, we pursue a robust culture of participation that values above all authentic discourse around the work we make. We endeavor to hold space for all points of view because it provides a deeper, richer, more nuanced and human experience of the world. Equity, Diversity, and InclusionAt Cal Shakes, we believe that equity is a practice. Our actionsboth onstage and offcan have a positive social impact by exposing oppression, addressing historic injustices, and showing how power can be transformed and shared in different ways. We endeavor to dismantle systemic bias by actively including, reflecting, and creating opportunities for our diverse Bay Area communities. We recognize that this work is ongoing and often imperfect, but we are committed to facilitating respect for the many facets of the human experience. 3724603 true true false false false false false false false true true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 62 0 true 182 true false false false false false false false 0 false false false false false false false X 20 18 false false false false false false false true true false false true true true true true true true true false CA X X X Annette Cook 5105483422 21 Orinda Way STE C - PMB 509 Orinda CA 94563 Sarah Williams Managing Dir/VP 40.00 0.00 X X 90390 0 5529 Eric Ting Artistic Dir/VP 40.00 0.00 X X 61751 0 0 Clive Worsley Exec Director 40.00 0.00 X 25385 0 1919 Kate Stechschulte Co-President 6.00 0.00 X X 0 0 0 Jeff Bharkhda Treasurer 6.00 0.00 X X 0 0 0 Betsy Streeter Secretary 6.00 0.00 X X 0 0 0 Jeannie Simpson Past President 6.00 0.00 X X 0 0 0 Tracy Walthall Co-President 6.00 0.00 X X 0 0 0 Valerie Barth Director 2.00 0.00 X 0 0 0 Maureen O'Keefe Director 2.00 0.00 X 0 0 0 Alex Busansky Director 2.00 0.00 X 0 0 0 Michael Cedars Director 2.00 0.00 X 0 0 0 Phil Chernin Director 2.00 0.00 X 0 0 0 Joshua Cohen Director 2.00 0.00 X 0 0 0 John Collins Director 2.00 0.00 X 0 0 0 Tish Harwood Director 2.00 0.00 X 0 0 0 James Roethe Director 2.00 0.00 X 0 0 0 John Ruskin Director 2.00 0.00 X 0 0 0 Jay Yamada Director 2.00 0.00 X 0 0 0 Nina Rastogi Director 2.00 0.00 X 0 0 0 Mark Toney Director 2.00 0.00 X 0 0 0 177526 7448 0 false false false 0 791612 1267913 2059525 Co-prod'n/external proj's 711110 454371 454371 Education 711110 82070 82070 Facilities Usage Fees 711110 143241 143241 Other Earned Income 711110 6503 6503 REGULAR SEASON TICKETS 711110 657523 657523 346 346 1344054 41459 41459 0 0 0 0 0 0 0 0 3445038 1344054 41459 X 0 0 0 0 175218 142689 16760 15769 0 1904263 1577952 142729 183582 26443 26443 211234 137008 64964 9262 155668 129652 12084 13932 0 0 77214 77214 0 0 0 493543 384915 63148 45480 57061 57061 0 0 0 58131 58131 0 0 0 10207 10207 0 372148 372148 63844 50719 7257 5868 Facilities utilities/phone/etc 359562 346546 11890 1126 Production, Costumes, Scenery 261121 260918 203 Travel, housing, hospitality 121119 105300 15287 532 General operating expenses 64470 61040 3140 290 54544 14081 27103 13360 4465790 3724603 451783 289404 1376236 444216 601070 787630 403099 376670 47816 77170 0 0 0 0 153921 144701 10949204 6157907 5064677 4791297 0 126676 112252 0 0 23847 20497 7797342 6754433 177192 235177 223624 179054 507746 100000 534029 106925 1034845 1028902 X 5697859 4926848 1064638 798683 6762497 5725531 7797342 6754433 -1020752 -16214 X false false false X 3400447 1766037 2136365 4091859 2059525 13454233 0 0 3400447 1766037 2136365 4091859 2059525 13454233 1723654 11730579 19234 16007 2777 5223 41459 84700 0 0 13538933 6827172 0.86640 0.84680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126676 1790 16214 112252 110864 15812 126676 1029214 918350 110864 1029214 1029214 1029214 1029214 0.01240 0.98760 false false false 10191130 5668884 4522246 74448 7751 66697 501450 314295 187155 182176 166977 15199 4791297 Exchange traded funds 112252 F Lease payable 21980 Noncurrent other liabilities 84945 106925 Part V, Line 4: Intended uses of the endowment fund. PART V - ENDOWMENT FUNDSDuring the year ended December 31, 2020 a current board member removed the permanent restrictions on a previous donation, allowing Cal Shakes to reclassify $918,350 in net assets with donor restrictions (perpetual in nature) to net assets without donor restrictions. Form 990, Part VI, Section A, Line 1a In accordance with common practice in the nonprofit community, the Board delegates certain matters to The Executive Committee, which is empowered to act between board meetings if necessary, and sometimes with specifically delegated authority to act in particular areas on behalf of the full board. The composition of executive committee includes the organization's board officers. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service. Form 990, Part VI, Section B, Line 12c Members of the Board of Directors review all potential conflicts of interest periodically. Top management and all Board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures. Form 990, Part VI, Section B, Line 15a Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures. Form 990, Part VI, Section B, Line 15b Compensation of other personnel and highly compensated employees is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files. Form 990, Part VI, Section C, Line 18 Tax returns are available for download from several websites and by request from the organization's office in Orinda, California. Form 990, Part VI, Section C, Line 19 All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.