2014-06-16T10:41:12-05:00 2013-07-31 952648289 VAVRINEKTRINEDAY & CO LLP 8270 ASPEN STREET RANCHO CUCAMONGA CA 91730 990 2012-08-01 954491123 CALIFORNIA MANUFACTURING TECHNOLOGY CONSULTING CALI 3102633072 690 KNOX STREET NO 200 TORRANCE CA 90502 JOHN J VAN BUREN 3102633072 2014-06-11 1 HEIDI E WHITE P01351190 9094664410 2012 2015-11-30 17:44:51Z JOHN J VAN BUREN 690 KNOX STREET NO 200 TORRANCE CA 90502 26558161 0 X WWW.CMTC.COM X 1994 CA CMTC IS A NON PROFIT CONSULTING COMPANY WHOSE MISSION IS TO CREATE SOLUTIONS FOR THE IMPROVEMENT OF OUR CUSTOMERS' PERFORMANCE BY FOSTERING INNOVATION AND SHARING KNOWLEDGE.OPERATING IN THREE SECTORS, CMTC PROVIDES SOLUTIONS TO ACHIEVE GROWTH AND PROFITABILITY FOR MANUFACTURERS, THE SUSTAINMENT AND MODERNIZATION OF LEGACY PARTS FOR THE DEFENSE INDUSTRY, AND HIGH OPERATIONAL PERFORMANCE FOR HEALTHCARE ORGANIZATIONS. 8 7 96 0 603456 -730878 10228099 9635419 13896828 16883395 41141 39347 0 0 24166068 26558161 0 0 0 0 9150939 8979930 0 0 350080 15440440 21500070 24591379 30480000 -425311 -3921839 12928762 12537739 4087467 7618283 8841295 4919456 X CMTC IS ORGANIZED AS A NON-PROFIT CORPORATION EXCLUSIVELY FOR EDUCATIONAL AND SCIENTIFIC PURPOSES AS AUTHORIZED UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. THE CORPORATION WILL PROVIDE EDUCATIONAL AND SCIENTIFIC RESEARCH SERVICES TO SMALL AND MEDIUM-SIZED MANUFACTURERS BY TRANSFERRING TO THEM ADVANCED TECHNOLOGY, THEN HELPING TO INTEGRATE THAT TECHNOLOGY INTO THEIR OPERATIONS IN ORDER TO BENEFIT THE MANUFACTURERS AND ULTIMATELY THE GENERAL PUBLIC IN THE STATE OF CALIFORNIA.CMTC WAS ESTABLISHED IN 1994 AND IS THE BENEFICIARY OF AGREEMENTS WITH THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST),U.S. DEPARTMENT OF COMMERCE (DOC),THE CALIFORNIA EMPLOYMENT TRAINING PANEL (CETP) AND THE CALIFORNIA COMMUNITY COLLEGES (CCC). 0 0 25324453 16279939 IN 2013, A NIST SURVEY OF 808 CMTC CLIENTS IDENTIFIED THE IMPACT OF CMTC SERVICES AS FOLLOWS:1. CLIENTS REPORTED A TOTAL OF 3,917 MANUFACTURING JOBS CREATED/RETAINED.2. CLIENTS REALIZED A TOTAL ANNUALIZED SALES INCREASE/RETENTION OF $315,000,000. 3. CLIENTS REALIZED A TOTAL ANNUALIZED COST SAVINGS OF $108,000,0004. CLIENTS ALSO REPORTED A TOTAL ANNUALIZED INCREASE IN INVESTMENT OF $246,000,000.CTMC'S WORK WITH THE CALIF EMPLOYMENT TRAINING PANEL (ETP) IN THIS FISCAL YEAR RESULTED IN:974 EMPLOYEES AT 58 CLIENT COMPANIES RECEIVING WORKFORCE TRAINING.FISCAL YEAR 2013 RESULTED IN SERVING 629 NEW CLIENTS.TARGETED INDUSTRIES:AEROSPACE,BIO-MEDICAL,CHEMICAL PRODUCTS, ELECTRONICS,FOOD PROCESSING,METAL/MACHINERY,PLASTICS,TRANSPORTATION(AUTO),AND WOOD PRODUCTS/FURNITURE. 25324453 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 68 0 1 96 1 1 1 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROBERT WEE 3102633072 690 KNOX ST SUITE 200 TORRANCE CA 90502 JOHN J VAN BUREN 40.00 X X 196169 0 16635 JAMES WATSON 40.00 X X 241929 0 28522 DR THOMAS M FALLO 1.00 X 0 0 0 TOM LIGHTNER 1.00 X 0 0 0 PAUL SUNDE 1.00 X 0 0 0 JIM MAC LELLAN 1.00 X 0 0 0 GARY SMITH 1.00 X 0 0 0 ROBERT TUCKER 1.00 X 0 0 0 JOE BUSSING 1.00 X 0 0 0 JOHN ANDERSON 40.00 X 209784 0 26169 DOUGLAS GARNEE 40.00 X 173898 0 24022 CHERYL SLOBODIAN 40.00 X 206228 0 11911 JONATHAN LEE 40.00 X 189381 0 26713 FABIO GOMEZ 40.00 X 139380 0 23026 1356769 0 156998 7 0 1 0 LAWRENCE KIRSCH 2792 SOUTHHAMPTON RD CARLSBAD CA 92010 MARKETING CONSULTING 112407 ANIL KHANNA DBA FLEX LLC 1043 SEAHORSE CT CARLSBAD CA 92011 IT CONSULTING 101838 2 9635419 9635419 PROJECT REVENUE 900000 16883395 16279939 603456 16883395 39347 39347 26558161 16279939 603456 39347 X 438098 251030 187068 6813985 5527533 1152835 133617 276278 202447 67151 6680 930598 730006 189903 10689 520971 399556 109389 12026 174541 170578 3963 61275 61275 98659 98659 14839205 14790376 48829 241662 241662 108764 78653 30111 195721 126865 68856 239892 184175 55717 346029 329858 16171 139643 115260 24383 37328 28695 8633 45392 28984 16408 CONTRA NIST REVENUE-AUD 2640612 2640612 UNRELATED BUSINESS ACTI 1415314 1415314 PROJECT COST & DEVELOPM 582915 582915 MISCELLANEOUS 91728 91728 241390 181189 60201 30480000 25324453 4805467 350080 8469808 8602412 709273 2286788 3215991 178383 180997 1102551 1054622 59510 47929 1225000 490410 12928762 12537739 3584973 7118900 502494 499383 4087467 7618283 X 8841295 4919456 8841295 4919456 12928762 12537739 -3921839 0 X X 0 1 X 1 0 X 10016913 10465373 10125440 10228099 9635419 50471244 10016913 10465373 10125440 10228099 9635419 50471244 50471244 260127 100136 88783 41141 39347 529534 51000778 63443566 0.98960 0.98320 X 0 0 0 0 0 0 0 0 1 98659 98659 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: USE A LEGAL FIRM FOR ADVICE ON PROGRAMS AVAILABLE. FIRM MAY SPEAK WITH GOVERNMENT REPRESENTATIVES TO GET INFORMATION ABOUT HOW LEGISLATION MAY AFFECT OUR PROGRAM AND/OR SMALL MANUFACTURERS. USE A TRADE ASSOCIATION TO PROVIDE ADVICE, ARRANGE VISITS TO REPRESENTATIVES DURING HILL WEEK, ADVOCATE ON BEHALF OF THE MEP PROGRAM 243380 239595 3785 859171 815027 44144 47929 X 26558161 0 26558161 0 26558161 30480000 0 30480000 0 30480000 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: CMTC HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN AND PROVIDES THAT THE TAX EFFECTS FROM UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF, BASED ON ITS MERITS, THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN TO DATE ARE HIGHLY CERTAIN, AND, ACCORDINGLY, NO ACCOUNTING ADJUSTMENT HAS BEEN MADE TO THE FINANCIAL STATEMENTS. INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS ARE RECORDED AS PART OF THE INCOME TAX EXPENSE, IF APPLICABLE. MEXICO 0 0 PROGRAM SERVICES $86,617 IN IT CONSULTING SERVICES PROVIDED TO ONE OF CLIENT'S REMOTE OFFICES LOCATED IN MONTERREY, MEXICO. 86617 0 0 0 0 0 0 86617 0 86617 0 0 0 0 0 0 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN J VAN BUREN 196169 0 0 0 0 0 9908 0 6727 0 212804 0 0 0 JAMES WATSON 241929 0 0 0 0 0 12499 0 16023 0 270451 0 0 0 JOHN ANDERSON 209784 0 0 0 0 0 10146 0 16023 0 235953 0 0 0 DOUGLAS GARNEE 173898 0 0 0 0 0 8991 0 15031 0 197920 0 0 0 CHERYL SLOBODIAN 206228 0 0 0 0 0 8636 0 3275 0 218139 0 0 0 JONATHAN LEE 189381 0 0 0 0 0 9878 0 16835 0 216094 0 0 0 FABIO GOMEZ 139380 0 0 0 0 0 6262 0 16764 0 162406 0 0 0 TOM LIGHTNER VOTING BOARD MEMBER/VICE PRESIDENT DELTA DESIGN NONE 0 DR THOMAS FALLO VOTING BOARD MEMBER/SUPERINTENDENT OF EL CAMINO COMMUNITY COLLEGE DISTRICT 98000 $98,000 FOR STRATEGIC PARTNERSHIP EXPENSES; 0 GARY SMITH VOTING BOARD MEMBER/VICE PRESIDENT D'ADDARIO & COMPANY NONE 0 JIM MCCLELLAN VOTING BOARD MEMBER/DIRECTOR OF TRADE DEVELOPMENT NONE 0 0 PAUL SUNDE VOTING BOARD MEMBER/PRESIDENT RADCAL 1785 ROOT CAUSE ANALYSIS WORKSHOP JUNE 2013 $1,785 PAID IN FULL 0 FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS REVIEWED WITH CMTC'S BOARD OF DIRECTORS PRIOR TO ITS BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE ARE MONITORED. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSLEF/HERSELF FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 CTMC HIRES AN INDEPENDENT COMPENSATION CONSULTANT TO DO A COMPENSATION STUDY, COMPARING OUR POSITIONS AND JOB DESCRIPTIONS TO THE LIKE IN THE INDUSTRY AND IN OTHER COMPENSATION INDEXES. THE CONSULTANT USES AS MANY AS 8-9 COMPENSATION INDICES FOR A BROADER MEDIAN RESPONSE. WE UPDATE CURRENT SALARY BAND RANGES FOR EACH POSITION IN THE COMPANY BASED ON THE COMPENSATION STUDY AND PRESENT THEM TO THE COMPENSATION COMMITTEE OF OUR BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS THE RESULTS AND MAKES ITS RECOMMENDATION TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE PROVIDED ANNUALLY TO DUN & BRADSTREET AND FILED WITH THE REGISTRY OF CHARITABLE TRUSTS. FORMS 990 AND 990T ARE ALSO AVAILABLE VIA THE GUIDESTAR WEBSITE, AMONG OTHER INTERNET RESOURCES. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 14,790,376. MANAGEMENT AND GENERAL EXPENSES 48,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,839,205. FORM 990 PART XI LINE 2C NO CHANGE FROM PRIOR YEAR CMTC HC LLC 690 KNOX ST SUITE 200 TORRANCE CA 90502 451266117 HEALTH CARE CONSULTING CA -918 0 CALIFORNIA MANUFACTURING TECHNOLOGY CONSULTING CMTC DS LLC 690 KNOX ST SUITE 200 TORRANCE CA 90502 461356244 DEFENSE PARTS AND SERVICES CA -44093 21510 CALIFORNIA MANUFACTURING TECHNOLOGY CONSULTING 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CMTC HC LLC L 66595 ACTUAL AMOUNT CMTC DS LLC L 59420 ACTUAL AMOUNT