2014-09-10T16:20:47-05:00 2013-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2013-01-01 951744392 CALIFORNIA MUSICAL THEATRE CALI 9164465880 1510 J STREET NO 200 SACRAMENTO CA 95814 STEPHANIE TABOR PRESIDENT/CEO 9164465880 2014-09-04 1 LINDA D GEERY P00364484 9166466464 2013 2015-11-30 17:44:51Z RICHARD LEWIS 1510 J STREET NO 200 SACRAMENTO CA 95814 13003496 0 X WWW.CALIFORNIAMUSICALTHEATRE.COM X 1953 CA CALIFORNIA MUSICAL THEATRE ANNUALLY PRESENTS TWO SEASONS OF THEATRICAL PRODUCTIONS UNDER THE NAMES "MUSIC CIRCUS" AND "BROADWAY SACRAMENTO." ADDITIONALLY, THE COMPANY PROVIDES EDUCATIONAL PROGRAMMING FOR ALL AGES. 18 16 520 644 159356 0 698767 1797730 5257898 10614979 5472 8551 317730 497086 6279867 12918346 0 0 0 0 2887673 4792928 0 0 169633 3965154 8161021 6852827 12953949 -572960 -35603 17400292 17382730 16754463 16772504 645829 610226 X CALIFORNIA MUSICAL THEATRE IS COMMITTED TO THE PRESENTATION OF QUALITY THEATRICAL PRODUCTIONS TO ENRICH THE CULTURAL LIFE OF THE CITY OF SACRAMENTO, THE STATE OF CALIFORNIA, THE UNITED STATES AND THE INTERNATIONAL COMMUNITY. THE GOALS OF THE ORGANIZATION ARE TO PRESERVE AND EXPAND THE AMERICAN MUSICAL THEATRE AS AN ART FORM BY EDUCATING NEW AUDIENCES AND NURTURING ASPIRING ARTISTS. 0 0 10240635 10565102 CALIFORNIA MUSICAL THEATRE (COMPANY) IS A NONPROFIT CALIFORNIA CORPORATION. THE COMPANY ANNUALLY PRESENTS TWO SEASONS OF THEATRICAL PRODUCTIONS IN SACRAMENTO, CALIFORNIA, UNDER THE NAMES "MUSIC CIRCUS" FOR PRODUCTIONS PERFORMED IN THE WELLS FARGO PAVILION AND "BROADWAY SACRAMENTO" FOR PRODUCTIONS PERFORMED IN THE SACRAMENTO COMMUNITY CENTER THEATER. ADDITIONALLY, THE COMPANY PROVIDES EDUCATIONAL PROGRAMMING FOR ALL AGES, INCLUDING PROFESSIONAL DEVELOPMENT FOR TEACHERS, ADVANCED TRAINING IN MUSICAL THEATRE AND DANCE, A COMPREHENSIVE TECHNICAL THEATRE INTERNSHIP PROGRAM, AND OPPORTUNITIES FOR UNDERSERVED AUDIENCES TO SEE LIVE THEATRE. THE COMPANY IS DEDICATED TO GIVING AUDIENCES A THEATRICAL EXPERIENCE OF THE HIGHEST QUALITY, TRAINING THEATRE PROFESSIONALS AND ENRICHING COMMUNITY LIFE BY PROMOTING GREATER APPRECIATION AND SUPPORT FOR THE THEATRE. 187890 51952 WE PROVIDE DIVERSE EDUCATIONAL ACTIVITIES SUCH AS SCHOOL FIELD TRIPS TO THEATER PRODUCTIONS, TALKS WITH PROFESSIONAL ACTORS, STUDY GUIDES AND LESSON PLANS FOR TEACHERS. WE OFFER MASTER CLASSES IN VOICE, DANCE, AND MUSIC FOR ASPIRING ARTISTS AND LIFE-LONG LEARNERS. WE OFFER TRAINING AND CREATE PERFORMANCE OPPORTUNITIES FOR CHILDREN AND TEENS, AS WELL AS GIVE INTENSIVE TECHNICAL THEATER TRAINING TO HIGH SCHOOL AND COLLEGE STUDENTS. TO PROVIDE ACCESS AND INCLUSION FOR OUR PATRONS WITH DISABILITIES, WE OFFER OPEN CAPTION, AUDIO DESCRIBED, AND SIGN INTERPRETED PERFORMANCES FOR THE DEAF, BLIND AND LOW VISION THEATER AUDIENCES. 10428525 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 68 0 1 520 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X STEPHANIE TABOR 9164465880 1510 J STREET SUITE 200 SACRAMENTO CA 95814 RICHARD LEWIS CEO/PRESIDENT 40.00 2.00 X X 144459 0 21369 ELIZABETH MCCLATCHY CHAIR 2.00 X X 0 0 0 SCOTT ROBERTSON VICE-CHAIR/CHAIR ELECT 2.00 X X 0 0 0 DENNIS MANGERS SECRETARY 2.00 X X 0 0 0 MARGARET KANE TREASURER 2.00 X X 0 0 0 GIL CERVANTES BOARD MEMBER 2.00 X 0 0 0 LISA MAAS BOARD MEMBER 2.00 X 0 0 0 NANCY MILLER BOARD MEMBER 2.00 X 0 0 0 JULIE SLOAT BOARD MEMBER 2.00 X 0 0 0 PHILLIP GIBBONS BOARD MEMBER 2.00 2.00 X 0 0 0 ALLAN ROBIN BOARD MEMBER 2.00 X 0 0 0 DR L STEVEN WINLOCK BOARD MEMBER 2.00 X 0 0 0 CHARLES DUKES BOARD MEMBER 2.00 X 0 0 0 LAURA MASON-SMITH BOARD MEMBER 2.00 X 0 0 0 KELLIE RANDLE BOARD MEMBER 2.00 X 0 0 0 SANDRA R SMOLEY BOARD MEMBER 2.00 X 0 0 0 CELESTINE SYPHAX BOARD MEMBER 2.00 X 0 0 0 DR LINDA MERKSAMER BOARD MEMBER 2.00 X 0 0 0 PAT SCHACHTERLE CFO/GENERAL MANAGER 40.00 X 97353 0 11191 SCOTT KLIER COO 40.00 X 109625 0 7011 351437 0 39571 2 0 1 0 COMMERCE PRINTING SERVICES 322 NORTH 12TH STREET SACRAMENTO CA 95814 PRINTING SERVICES 185514 1 28132 11036 1758562 31692 1797730 ADMISSIONS 711110 10344760 10344760 BOX OFFICE HANDLING 711120 218147 218147 EDUCATION/THEATRE PROG. 611600 52072 52072 10614979 8551 8551 58848 0 58848 58848 58848 150818 28132 85150 65668 65668 CONCESSIONS 900099 211139 211139 ADVERTISING INCOME 541800 159356 159356 MISCELLANEOUS INCOME 900099 2075 2075 372570 12918346 10617054 159356 344206 391008 391008 3264147 2378753 791241 94153 175164 163190 10837 1137 316069 226969 85183 3917 646540 522779 114742 9019 33496 33496 60981 28462 27644 4875 934546 896554 37992 754443 630440 110742 13261 125810 125741 69 533433 438016 95417 120213 100893 19320 10528 9182 1346 565260 565260 460524 445103 15421 124008 81444 42564 PRODUCER GUARANTEES 3749264 3749264 PRODUCTION COMPONENTS 364188 364188 PRODUCTION HOUSING 183959 183959 SUBSCR. EXP. & BOX OFF. 80116 39591 40525 60252 53179 5742 1331 12953949 10428525 2355791 169633 330190 800494 3086203 2847732 30182 34205 38619 52878 2308 2133 243821 364956 18690476 5772947 13336476 12917529 1581 1581 330912 361222 17400292 17382730 998797 971752 3126362 3811796 32201 0 12468738 11988956 128365 0 16754463 16772504 X 645829 610226 645829 610226 17400292 17382730 -35603 0 X X 0 1 X 1 0 X 1551696 1674220 1796329 698767 1797730 7518742 12443855 12199846 15513709 5259661 10617054 56034125 256610 218371 329240 186469 361957 1352647 14252161 14092437 17639278 6144897 12776741 64905514 25000 32500 15000 72500 0 25000 32500 15000 72500 64833014 8914 20829 28682 11205 67399 137029 8914 20829 28682 11205 67399 137029 194384 201448 177346 127234 159356 859768 14455459 14314714 17845306 6283336 13003496 65902311 0.98380 0.98410 0.00210 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1130049 1130049 15259349 4086183 11173166 203867 177384 26483 1357178 1005349 351829 740033 504031 236002 12917529 X PART X, LINE 2: THE COMPANY HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. LES MIZ GALA 178950 28132 150818 3384 37786 6060 37920 178950 28132 150818 3384 37786 6060 37920 85150 65668 X X X X X X 0 0 0 0 0 0 0 0 0 RICHARD LEWIS CEO/PRESIDENT 144459 0 0 0 0 0 2778 0 18591 0 165828 0 0 0 COMMERCE PRINTING SERVICES GIL CARAVANTES IS A BOARD MEMBER OF CAMT AND THE PRESIDENT OF CPS. 185514 CPS PROVIDED PRINTING SERVICES TO CMT. 0 X CATERING 1 22460 FMV X WINE 5 9232 FMV 0 1 0 PART I, COLUMN (B): NUMBER REPRESENTS ACTUAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 8B CALIFORNIA MUSICAL THEATRE HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 CALIFORNIA MUSICAL THEATRE'S FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CALIFORNIA MUSICAL THEATRE'S (CMT) BOARD MEMBERS AND KEY EMPLOYEES ARE COVERED UNDER ITS CONFLICT OF INTEREST POLICY. CMT'S CFO MONITORS THE CONFLICT OF INTEREST POLICY. ANY CONFLICT OF INTEREST WOULD BE DISCUSSED AT A FINANCE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE TOP MANAGEMENT POSITIONS ARE COMPARED TO COMPARABLE COMPANY SALARY SURVEYS. CALIFORNIA MUSICAL THEATRE (CMT) UTILIZES THE NATIONAL ALLIANCE OF MUSICAL THEATRE SALARY SURVEY, AND THE INDEPENDENT PRESENTERS NETWORK SALARY SURVEY. THE LAST CONTRACT NEGOTIATED FOR THE PRESIDENT/CEO WAS SUPPORTED BY AN INDEPENDENT PHONE SURVEY OF COMPARABLE THEATRES. THIS WAS DONE UNDER THE DIRECTION OF CMT'S BOARD CHAIR USING AN OUTSIDE SOURCE TO MAKE THE PHONE CALLS. THE CHAIR OF THE BOARD AND OTHER EVALUATION COMMITTEE MEMBERS MAKE THE DETERMINATION FOR SALARY INCREASE FOR CEO/PRESIDENT BASED ON HIS EMPLOYMENT CONTRACT AND PERFORMANCE. THIS PROCESS WAS LAST UNDERTAKEN IN 2013. THE TOP MANAGEMENT POSITIONS ARE COMPARED TO COMPARABLE COMPANY SALARY SURVEYS. CALIFORNIA MUSICAL THEATRE (CMT) UTILIZES THE NATIONAL ALLIANCE SALARY SURVEY, AND THE INDEPENDENT PRESENTERS NETWORK SALARY SURVEY. THE CEO, CFO/GM AND COO DETERMINE RATES FOR ALL POSITIONS USING NATIONAL SURVEYS AS A GUIDE. THIS PROCESS WAS LAST UNDERTAKEN IN 2013. FORM 990, PART VI, SECTION C, LINE 19 CALIFORNIA MUSICAL THEATRE'S FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW IN THE CORPORATE OFFICE. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. CALIFORNIA MUSICAL THEATRE FOUNDATION 1510 J STREET SACRAMENTO CA 95814 680478721 SUPPORTING CALIFORNIA MUSICAL THEATRE CA 501(C)(3) LINE 11A, I CALIFORNIA MUSICAL THEATRE 0 STUDIOS FOR THE PERFORMING ARTS OPERATING COMPANY 1510 J STREET SACRAMENTO CA 95814 300390619 SUPPORTING CALIFORNIA MUSICAL THEATRE CA 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0