| Form 990, Part III, Line 4d: Other Program Services Description |
OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Programming (Continued from Form 990 Page 2)Spanish/English adaptation of Shakespeares play by Karen Zacaras, directed by KJ Sanchez who directed our 2018 hit Quixote Nuevo, by Octavio Solis, that similarly moved back and forth between both languages. On March 27th, recognizing the scope and scale of the Covid 19 pandemic, Cal Shakes canceled its 2020 season. The cancellation cost us nearly all earned revenue amounting to half our annual budget, but where we could make a difference, we tried. We produced a video series on Unemployment for Artists; established a series of micro-commissions, inviting actors to record soliloquies (#ShelterHereAbouts); we advocated for artist relief programs in our community, shared resources for artists and technicians, and redirected funds from grants (now generously released to general operating) towards supporting the efforts of community partners. For 1001 Nights - A Retelling we changed the scope of the NEA grant to support continued development of the work through online workshops. At the same time the Shahrazad Squad proved to be a valued space for the members who expanded its reach internationally to invite family, friends and colleagues to join with them in their online discussions. Cal Shakes supported Raeshma in securing a Doris Duke Foundation for Islamic Arts Building Bridges Program grant to offer the Squad as a model for community resilience for MENASA women in Michigan, Illinois, and Ohio. For Romeo y Juliet, we requested permission to redirect grant funding toward continued development of the work, again shifting online to virtual workshops. We captured recordings of the conversations and dialogue about the work-in-progress in September and edited this footage with interviews of the generative artists into a short documentary about the act of claiming this narrative through translation. This documentary will be used in classroom residencies taught by members of the cast when Cal Shakes premieres the play. For the A Thousand Ships Project, one of our partners, Allen Temple Arms, has a highly vulnerable population and had to pause the project. Our other partner, RYSE, stepped in to hire the same teaching artists we had hired for the project for another related theater-based project. This relieved us of the salary obligation while continuing the crucial relationship-building between the teaching artists and the cohort of interns who will support the Project when it resumes. We supported staff for as long as possible with a PPP loan and furloughs, but ultimately downsized to one third our previous staff size. We also moved out of our Heinz offices, home for the past 30 years to our costume, prop, scenic, and paint shops, rehearsal space, and administrative offices. Our remaining staff took significant pay cuts in order to preserve health benefits for our furloughed colleagues well into the fall. But the long summer would reveal other wounds: from the renewed national reckoning with systemic racism to the fires that burned across Northern California, it made clear the brittleness of so many of our bonds. In this past year of self-reflection, we focused our programming resources on confronting these truths. We launched our Direct Address panel discussions, with a series on Allyship and Anti-Racism focused on Anti-Racism and Colorism, and another on Resisting Shakespeare, interrogating the cultural monument of Shakespeare. We focused internal resources on rooting out legacy practices that contribute to harm. We also surveyed our supporters to hear what they valued about Cal Shakes and what they looked for upon our return. These learnings have led us now to a vision for the year/s ahead rooted in the principles of inclusive curation and mutual aidshared resources, shared privilege, shared powerin service of repair, of healing, of a collective resilience. OTHER PROGRAM SERVICES 6: ARTISTIC ENGAGEMENT (Continued from Form 990 Page 2)Cal Shakes also received two grants through the federal CARES Act, one through the NEA supporting staff and artists, and another through the National Endowment for the Humanities in support of our resident dramaturg, Dr. Philippa Kelly. |
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee |
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, Line 11b: Form 990 Review Process |
FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT, A MEMBER OF THE BOARD OF DIRECTORS, AND THE MANAGINGDIRECTOR. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. SUBSEQUENTLY, THE FINAL TAX RETURN IS SUBMITTED ELECTRONICALLY TO THE DEPARTMENT OF THE TREASURY. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTERESTPERIODICALLY. ALL PERSONNEL AND 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management |
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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
COMPENSATION OF OTHER HIGH-LEVEL PERSONNEL AND KEY 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, Line 19: Other Organization Documents Publicly Available |
ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE BY REQUEST FROM THE ORGANIZATION'S OFFICE. |
| Amended Explanation |
Subsequent to filing the original tax return, CALIFORNIA SHAKESPEARE THEATER completed the audit of its December 31, 2020 financial statements. Upon conclusion of the examination, the independent accounting firm posted entries and made certain other adjustments which necessitated the preparation and filing of an amended tax return. Form 990 Schedule D Page 4 provides a reconciliation of revenues and expenses between the audited financial statements and the tax return. |
| About California Shakespeare Theater |
Continued from Form 990 Page 2:professional theater, moving to our current home, the outdoor 545-seat Bruns Memorial Amphitheater, in 1991. The unique setting of our Theater nestled in Orindas environmentally protected Siesta Valley, with its stunning vistas, community-oriented picnic grounds, and minimal environmental footprint (100% solar-operated and built to Gold LEED environmental standards), make Cal Shakes an unparalleled theater experience in the Bay Area. |
Attach to Form 990 or 990-EZ.