2014-07-10T14:06:47-05:00 2013-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-09-01 510189494 CLIMB THEATRE INC CLIM 6514539275 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 MARGARET WETLI 6514539275 2014-07-08 1 LARRY ADAMS P01314654 6123764500 2012 2015-11-30 17:44:51Z MARGARET WETLI 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 11581468 0 X WWW.CLIMB.ORG X 1976 MN TO CREATE AND PERFORM PLAYS, CLASSES AND OTHER WORKS THAT INSPIRE AND PROPEL PEOPLE, ESPECIALLY YOUNG PEOPLE, TOWARD ACTIONS THAT BENEFIT THEMSELVES, EACH OTHER AND THE COMMUNITY. 6 6 142 63 9872 0 192701 267690 542701 644340 0 0 241496 329681 976898 1241711 0 0 0 0 614267 720786 0 0 26267 323906 414239 938173 1135025 38725 106686 1234397 1325100 799341 781023 435056 544077 X CLIMB'S MISSION IS TO CREATE AND PERFORM PLAYS, CLASSES AND OTHER WORKS THAT INSPIRE AND PROPEL PEOPLE, ESPECIALLY YOUNG PEOPLE, TOWARD ACTIONS THAT BENEFIT THEMSELVES, EACH OTHER AND THE COMMUNITY. 0 0 882943 653574 GOALS:CLIMB'S OVERARCHING GOAL IS TO REACH AN EVER-GROWING NUMBER OF CHILDREN AND YOUTH, ESPECIALLY THOSE WHO ARE UNDERSERVED, WITH PROGRAMMING THAT IS BOTH EDUCATIONALLY AND ARTISTICALLY EXCELLENT. EDUCATIONAL EXCELLENCE: CLIMB'S PLAYWRIGHTS SET EDUCATIONAL OBJECTIVES FOR EACH OF OUR PLAYS. THESE OBJECTIVES WORK TOGETHER TO HELP US REACH A SINGLE GOAL LIKE:-INSPIRING BYSTANDERS WHO WITNESS BULLYING TO SAY THAT THEY WILL TAKE ACTION TO STOP IT-MOVING 8TH GRADE THROUGH COLLEGE STUDENTS TO AN INTELLECTUAL AND EMOTIONAL UNDERSTANDING OF INSTITUTIONAL RACISM-HAVING TEENAGERS SAY THAT THEY WILL BE MORE ACCEPTING OF PEOPLE WHO ARE DIFFERENT FROM THEMSELVES-INSPIRING CHILDREN TO BE RESPONSIBLE ENVIRONMENTAL STEWARDS BY PRACTICING WASTE REDUCTION, REUSE AND RECYCLING AND OTHER CONSERVATION METHODS-TEACHING FINANCIAL LITERACY TO 1ST-4TH GRADERS.ARTISTIC EXCELLENCE: CLIMB IS THE 2009 WINNER OF THE AMERICAN ALLIANCE FOR THEATER IN EDUCATION (AATE) PRESTIGIOUS SARA SPENCER ARTISTIC ACHIEVEMENT AWARD. AATE IS A NATIONAL ASSOCIATION EXISTING "TO PROMOTE STANDARDS OF EXCELLENCE IN THEATRE AND THEATRE EDUCATION." ONLY ONE OTHER MINNESOTA THEATRE HAS EVER RECEIVED THE SARA SPENCER AWARD. SEVICE STATISTICS:THE 2013-2014 SCHOOL YEAR, IS CLIMB'S 39TH YEAR OF OPERATIONS. IN THE 2012-2013 SCHOOL YEAR, CLIMB SERVED 400 SCHOOLS AND REACHED 162,872 PEOPLE, 126,886 OF WHOM ARE MINNESOTANS. CLIMB PERFORMED IN 20% OF MINNESOTA'S 860 RURAL, SUBURBAN AND URBAN TOWNS/CITIES. 151,852 OF THE PERSONS WE REACHED ARE PRESCHOOL THROUGH HIGH SCHOOL STUDENTS. 9,912 ARE TEACHERS AND 627 ARE ELDERS IN DAY CARE CENTERS THROUGHOUT MN.STRENGTHS:CLIMB'S GREATEST STRENGTH IS OUR ABILITY TO WRITE, PRODUCE AND PERFORM THEATRE THAT IS KEENLY RELEVANT TO THE LIVES OF THE CHILDREN, TEENAGERS AND ADULTS WE SERVE. OUR GREATEST ACHIEVEMENT IS THE IMPACT THAT OUR PLAYS AND CLASSES HAVE ON OUR AUDIENCES.NEW PROGRAMS CREATED IN '12-'13 FOR THE '13-'14 SCHOOL YEAR-ONE KIND THINGSYNOPSIS: USING TECHNOLOGY STUDENTS RECOGNIZE, AND EXAMPLES OF BULLYING THEY CAN IMMEDIATELY RELATE TO, CLIMB'S NEW PLAY FOR 6-8TH GRADERS IS POWERFUL AND COMPELLING. THE YEAR IS 2020. ALYSSA IS REACHING OUT TO FORMER STUDENTS OF CRAIGHTON MIDDLE SCHOOL TO HELP HER WITH A BOOK SHE IS WRITING. TWELVE CRAIGHTON ALUMNI RESPOND WITH YOUTUBE REFLECTIONS ON THEIR ROLES AS THE BYSTANDERS AND TARGET OF BULLIES. AS THE FORMER STUDENTS BEGIN THEIR STORIES, THEIR VIDEOED IMAGES FADE AND LIVE ACTORS ENTER THE STAGE TO ENACT THEIR REMEMBRANCES OF CYBER BULLYING, LGBT BULLYING, RUMORS AND PHYSICAL AND EMOTIONAL BULLYING. ONE KIND THING GIVES STUDENTS IN THE AUDIENCE AN OPPORTUNITY TO SEE MIDDLE SCHOOL DRAMA AS SOMETHING OTHER THAN 'JUST THE WAY IT IS.' THEY COME TO SEE IT AS SOMETHING THAT COULD BE CHANGED, IF THEY HAVE THE COURAGE TO DO JUST ONE KIND THING. OUTCOMES: WHEN 212 OF THE 268 6-8TH GRADERS WE'VE SURVEYED SO FAR SAY, "NOW THAT I'VE SEEN CLIMB'S PLAY, ONE KIND THING, I'M MORE LIKELY TO STAND UP FOR SOMEONE BEING BULLIED" IT MATTERS! THAT'S BECAUSE, ACCORDING TO ONE STUDY, BYSTANDERS WHO SEE BULLYING HAPPEN AND WHO INTERVENE ARE SUCCESSFUL IN STOPPING IT 57% OF THE TIME IN LESS THAN 10 SECONDS. ADDITIONALLY, 185 OF 268 STUDENTS SAY THEY ARE MORE LIKELY TO TELL A TEACHER AND 194 OF 268 SAY THEY ARE MORE LIKELY TO BE KIND TO THE TARGETS OF BULLYING. IF EVEN HALF OF THESE KIDS FOLLOW THROUGH ON THEIR STATEMENTS, CLIMB'S IMPACT WILL BE ENORMOUS. ON MONDAY, NOV. 14 WE RECEIVED UNSOLICITED LETTERS FROM 61 6TH, 7TH AND 8TH GRADERS WHO SAW ONE KIND THING. HERE'S WHAT TWO OF THEM HAVE TO SAY:"I FELT YOU DID A GREAT JOB DURING THE PERFORMANCE AT OUR SCHOOL...I REALLY CONNECTED THIS PERFORMANCE TO MY LIFE." - PAIGE"I REALLY LIKED THE PLAY, AND I LIKE THE MESSAGE THAT THE PLAY GAVE. THANK YOU FOR COMING TO OUR SCHOOL, A LOT OF KIDS ARE RETHINKING THINGS NOW. YOU ARE MAKING A HUGE DIFFERENCE IN SOCIETY." - CAITLINN "I HAD TO REMIND MYSELF TO KEEP CHECKING IN ON THE STUDENTS BECAUSE I WAS SO ENGAGED MYSELF. HOWEVER, AS I DID... I SAW THAT THEY WERE...WATCHING INTENTLY TO SEE WHAT WOULD HAPPEN NEXT. THE MESSAGES WERE SO POWERFUL AND SO REAL... I HOPE THAT THIS NOTE WILL SPEAK TO THE IMPORTANCE OF DONORS CONTINUING TO PROVIDE FUNDING FOR CLIMB THEATRE." - BARBIE SMITH PROFESSIONAL LEARNING COMMUNITIES COORDINATOR, NORTHDALE MIDDLE SCHOOL, ANOKA, MN-FEELING HISTORY: AFRICAN AMERICANS' REACH FOR EQUALITYSYNOPSIS: IN THIS 55 MINUTE THEATRICAL HISTORY EXPERIENCE, STUDENTS EMBARK ON A GUIDED JOURNEY FROM SLAVERY TO TODAY. ACTOR-EDUCATORS USE MONOLOGUES, SCENES, SLIDES, MUSIC, SOUND AND POINTED INTERACTION TO HELP STUDENTS INTELLECTUALLY AND EMOTIONALLY UNDERSTAND INDIVIDUAL AND INSTITUTIONAL RACISM IN A WAY THAT MAY WELL MOVE THEM CLOSER TO EACH OTHER AND SOMEDAY, PERHAPS, EVEN TO ACTIONS THAT WILL HELP END RACISM.OUTCOMES: FEELING HISTORY IS A POWERFUL AND MEANINGFUL EXPERIENCE THAT 100% OF EDUCATORS SURVEYED BELIEVE IS VALUABLE. WE ALSO PILOTED THIS PROGRAM AT TWO SCHOOLS: ST. FRANCIS MIDDLE SCHOOL AND EAGLE RIDGE JUNIOR HIGH AND SURVEYED 199 OF THEIR STUDENTS.96% OF STUDENTS SAID THEY KNOW MORE ABOUT AFRICAN AMERICAN HISTORY AFTER SEEING OUR PROGRAM. 92% OF STUDENTS SAID THEY HAVE MORE EMPATHY FOR AFRICAN AMERICAN PEOPLE AFTER SEEING OUR PROGRAM. 96% OF STUDENTS SAID THEY ARE MORE AWARE OF THE INEQUALITY AFRICAN AMERICAN PEOPLE EXPERIENCED IN THE PAST AFTER SEEING OUR PROGRAM. 98% OF STUDENTS SAID THEY ARE MORE AWARE OF THE INEQUALITY AFRICAN AMERICAN PEOPLE STILL EXPERIENCE TODAY AFTER SEEING OUR PROGRAM. "THIS PERFORMANCE IS ONE THAT NEITHER THE STUDENTS NOR I WILL FORGET FOR YEARS TO COME. THE INTERACTIVE LEARNING STYLE WAS POWERFUL FOR ALL. THANK YOU FOR BRINGING THEM TO OUR SCHOOL--I HOPE THEY COME BACK AGAIN...AND I PRAY THEY TRAVEL THE ENTIRE COUNTRY WITH THIS MESSAGE!" - SARAH SCHAEFER, MERRILL MIDDLE SCHOOL, OSKOSH, WI"I AM WRITING TO THANK YOU FOR GIVING OUR MIDDLE SCHOOL THE ABILITY TO BRING CLIMB TO OUR STUDENTS AND STAFF. THE PERFORMANCE WAS AN EXCELLENT COMBINATION OF HISTORY AND AN EMOTIONAL UNDERSTANDING OF THE TOPIC OF DISCRIMINATION-CONNECTING THE PAST TO ITS CONTINUED IMPLICATIONS OF TODAY. CLIMB BROUGHT HISTORY TO LIFE. NOT A GLORIFIED VERSION OF HISTORY (TAINTED INTO A MORE ACCEPTABLE LIGHT), BUT ONE THAT GAVE US ALL A GLIMPSE INTO HOW GIVEN A CERTAIN SET OF CIRCUMSTANCES (GAIN OF POWER AND WEALTH) PEOPLE ALLOW THEMSELVES TO JUSTIFY THEIR DISCRIMINATORY ACTS, THUS GIVING THEMSELVES PERMISSION TO DO ANYTHING IN THE NAME OF "WHAT IS RIGHT". THE PERFORMANCE ALLOWED THE AUDIENCE THE ABILITY TO GENERALIZE DISCRIMINATION, NOT ONLY TO THAT OF AFRICAN AMERICANS BUT TO ALL PEOPLE WHO HAVE BEEN SUBJECTED TO THE HORRORS OF DISCRIMINATION IN THE NAME OF "PROGRESS". I HAVE NO DOUBT THAT THE CLIMB PERFORMANCE AND ITS MESSAGE WILL BE INGRAINED IN THE THOUGHTS AND ACTIONS OF STUDENTS, NOW AND INTO THE FUTURE. THANK YOU AGAIN FOR BRINGING THIS AMAZING OPPORTUNITY TO OUR SCHOOL." - SANDRA LITCHFIELD, B.S, M.S., ST. PETER MIDDLE SCHOOL, STEVENS POINT, WI 882943 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 142 1 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X JESSICA PASSARO 6514539275 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 JAMES GAMBONE 1.00 X X 0 0 0 BONNIE MATSON 1.00 X X 0 0 0 JOSEPH ATKINS 1.00 X 0 0 0 MILAN MOCKOVAK 1.00 X 0 0 0 JAMES OLNEY 1.00 X 0 0 0 BILL PARTLAN 1.00 X 0 0 0 MARGARET WETLI 60.00 X 122070 0 18236 122070 0 18236 1 0 0 0 0 104519 163171 267690 PROGRAM FEES 711110 452640 452640 SPECIAL PROJECT REVENUE 711110 191700 191700 644340 47263 24020 23243 23243 -3068 26311 10610586 10315737 294849 12940 281909 TCUTA REVENUE 900099 9234 9234 MISCELLANEOUS REVENUE 900099 2355 2355 11589 1241711 653574 9872 310575 X 183965 128775 27595 27595 452436 357966 100130 -5660 36248 28123 9019 -894 48137 36103 10354 1680 515 515 15397 15397 111809 97690 14119 3056 2551 505 28513 22527 5986 45503 37423 8080 74424 71094 3330 23517 18660 4857 63401 51533 11868 14556 12151 2405 MISCELLANEOUS EXPENSES 15046 2156 9344 3546 PRODUCTION EXPENSES 12194 12194 0 0 DUES & SUBSCRIPTIONS 4788 3997 791 0 PROFESSIONAL DEVELOPMEN 1520 0 1520 0 1135025 882943 225815 26267 131196 207015 25397 28290 5072 69125 71887 27671 8134 10817 16339 28950 2139107 1213208 946237 925899 30135 27333 1234397 1325100 154321 185244 18238 19675 626782 576104 799341 781023 X 385056 433587 50000 110490 435056 544077 1234397 1325100 106686 2335 0 X 0 1 X 1 0 X 362350 362353 349220 192701 267690 1534314 793502 645378 483580 547720 653574 3123754 1155852 1007731 832800 740421 921264 4658068 0 0 0 4658068 1231 2500 17487 19130 40348 1231 2500 17487 19130 40348 42858 58334 9872 111064 34540 6798 3984 2417 2355 50094 1191623 1014529 882142 818659 952621 4859574 0.95850 0.96820 0.00830 0.00460 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 34,540. 2009 AMOUNT: $ 6,798. 2010 AMOUNT: $ 3,984. 2011 AMOUNT: $ 2,417. 2012 AMOUNT: $ 2,355. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165014 165014 1331584 635649 695935 253589 229274 24315 388920 348285 40635 925899 X 11572722 2335 10328676 10331011 1241711 0 1241711 11463701 10328676 10328676 1135025 0 1135025 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD IN EVALUATING UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE APPLICATION OF THIS STANDARD. THE ORGANIZATION'S 2010, 2011, AND 2012 TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 12,939. CHARITABLE GAMING EXPENSES 10,315,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 12,939. CHARITABLE GAMING EXPENSES 10,315,737. 97063 72637 0 10513523 8698002 175120 1369978 0 10610586 8770639 175120 1369978 10315737 294849 MN 1 0 1 0 1.00000 LAURIE GLUESING 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 0 LAURIE GLUESING 56000 OVERSIGHT OF ALL GAMING ACTIVITIES. X 1 A CITY OF SOUTH ST PAUL HRA 416005520 2008-06-03 723493 REFINANCE MORTGAGE ON A HOUSING FACILITY FOR STUDENT INTERNS 0 0 0 A 164221 723493 14469 709024 2008 0 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: CHARTER MEMBER AND REGULAR MEMBER. THE CHARTER MEMBERS ARE MARGARET WETLI AND ANY OTHER NATURAL PERSON NOMINATED BY THE BOARD OF DIRECTORS AND ELECTED BY AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS. THE MEMBERSHIP RIGHTS OF CHARTER MEMBERS DO NOT TERMINATE EXCEPT BY HIS OR HER DEATH OR VOLUNTARY RESIGNATION. THE REGULAR MEMBERS ARE NATURAL PERSONS NOMINATED AND ELECTED AS PROVIDED FOR IN THE BYLAWS. THE MEMBERSHIP OF ANY REGULAR MEMBER MAY BE TERMINATED BY THE BOARD OF DIRECTORS AFTER PROVIDING WRITTEN NOTICE AND GIVING THEM THE RIGHT TO BE HEARD BEFORE THE BOARD OF DIRECTORS. THE CHARTER MEMBERS HAVE 51% OF THE VOTING POWER OF THE MEMBERS, EXCEPT WHEN AUTHORIZING ANY EXPENDITURES BY THE ORGANIZATION OF ITS GROSS PROFITS FROM LAWFUL GAMBLING, AND WHEN ELECTING AND DETERMINING COMPENSATION (IF ANY) OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN THOSE TWO SITUATIONS, THE VOTING RIGHTS OF ALL MEMBERS ARE EQUAL. NATURAL PERSONS WHO SUBSCRIBE TO AND SUPPORT THE PRINCIPLES, POLICIES AND PURPOSES OF THE ORGANIZATION MAY BECOME MEMBERS AS FOLLOWS. ANY SUCH INDIVIDUAL MAY BE NOMINATED AS A REGULAR MEMBER BY ANY MEMBER, DIRECTOR OR OFFICER AND, FOLLOWING SUCH NOMINATION, THE BOARD OF DIRECTORS MAY ELECT ANY SUCH NOMINEE AS A REGULAR MEMBER. FORM 990, PART VI, SECTION A, LINE 7A EACH INDIVIDUAL IN THE BOARD OF DIRECTORS IS ELECTED BY A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AT BOARD MEETINGS. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON IMPORTANT COMPANY MATTERS PLACED BEFORE THE BOARD. DETERMINATIONS ARE MADE BY REMAINING BOARD MEMBERS NOT IN CONFLICT. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A BASED ON IMPROVED OPERATING RESULTS IN 2012-2013, THE COMPENSATION COMMITTEE AND THE FULL BOARD RESTORED THE CEO'S 2006-2007 SALARY OF $115,000. CLIMB'S CEO IS CLIMB'S EXECUTIVE AND ARTISTIC DIRECTOR, AND PRINCIPAL PLAYWRIGHT. SHE HAS 39 YEARS WITH THE ORGANIZATION. THE BOARD ALSO AWARDED HER $30,000 FOR WAGE RECOVERY AND $7,168.33 AS A MERIT BONUS. THE WAGE RECOVERY WAS MADE IN PARTIAL CONSIDERATION OF THE SALARY CUTS SHE TOOK FROM 2008-2012. THE BOARD'S COMPENSATION COMMITTEE MEETS TO REVIEW THE JOB PERFORMANCE OF THE CEO AND COMPARABLE COMPENSATION INFORMATION FOR OTHER CEOS OF NOT FOR PROFITS. THE CHAIRMAN OF THE COMPENSATION COMMITTEE THEN MAKES A REPORT TO THE FULL BOARD OF DIRECTORS AND PROPOSES THE RECOMMENDATIONS OF THE COMMITTEE FOR VOTE. THE MINUTES OF THE FULL BOARD MEETING REFLECT THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE AND ACTIONS OF THE DIRECTORS. THIS WAS LAST DONE IN 2013 FOR M. WETLI, CEO. CLIMB THEATRE HAS NO OTHER PAID OFFICERS OR BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CLIMB THEATER HAS MET ALL THE REQUIREMENTS ESTABLISHED BY THE GUIDESTAR EXCHANGE PROGRAM TO BE CONSIDERED A GOLD PARTICIPANT. OTHER FEES FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 97,690. MANAGEMENT AND GENERAL EXPENSES 14,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,809.