2013-07-15T09:54:23-05:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-09-01 510189494 CLIMB THEATRE INC CLIM 6514539275 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 MARGARET WETLI 6514539275 2013-07-11 1 LARRY ADAMS P01314654 6123764500 2011 2016-02-24 21:20:13Z MARGARET WETLI 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 8124469 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. 5 5 140 77 58334 0 349220 192701 483580 542701 0 0 131292 241496 964092 976898 0 0 0 0 665412 614267 0 0 21676 435650 323906 1101062 938173 -136970 38725 1240266 1234397 846365 799341 393901 435056 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 740399 0 542701 ONGOING PROGRAMS/ACTIVITIES:PERFORMING COMPANY PLAYS:WORKING IN TEAMS OF THREE TO FIVE ACTORS, TEN MEMBERS OF CLIMB'S PERFORMING COMPANY PRESENT PLAYS TO 350-500 STUDENTS AT A TIME. OUR 35-50 MINUTE PLAYS ARE AGE-APPROPRIATE, HIGHLY ENTERTAINING AND EQUALLY EDUCATIONAL. THE FOLLOWING LIST DETAILS OUR '12-'13 SCHOOL YEAR ROSTER OF PLAYS AND THE STUDENT GRADE LEVEL TO WHICH IT IS PRESENTED:-"A DEEPER LOOK" - ACCEPTANCE OF DIFFERENCES (COLLEGE AND 9-12)-"LOCKDOWN" - HARASSMENT PREVENTION (6-8)-"SOCIAL SECURITY" - FITTING IN, CLIQUES, AND EXCLUSION (6-8)-"TWISTED RIDE" - METHAMPHETAMINE AND HEROIN USE PREVENTION (7-12)-"EMMA AND THE ALLIANZ CASH COW" - MONEY MANAGEMENT (1-4TH)-"BUGS" - BULLYING PREVENTION (K-2)-"THE BYSTANDER" - BULLYING PREVENTION (3-5)-"FLASHBACK" - THE THREE R'S AND REDUCTION OF GREENHOUSE GASES (3-5)-INTERPLAYS - BULLYING PREVENTION (K-2), (3-6)-INTERPLAYS - EMPATHY (K-2), (3-6) TEACHING COMPANY CLASSESWORKING IN TEAMS OF TWO, 8 MEMBERS OF CLIMB'S TEACHING COMPANY CONDUCT CLASSES IN INDIVIDUAL CLASSROOMS. CLASSES DELIVER CLEAR EDUCATIONAL LESSONS AND ELICIT INVOLVEMENT THROUGH THEATRE GAMES AND ROLE-PLAY. TOPICS INCLUDE ONES ADDRESSED IN OUR PLAYS AND HOMEWORK AND TEST TAKING SKILLS, RESPONSIBILITY, CYBERBULLYING, RESILIENCY, GATEWAY DRUGS, AND GLOBAL CLIMATE CHANGE.ADDITIONAL OFFERINGSCLIMB PROVIDES STUDENTS, TEACHERS AND PARENTS WITH ACTIVITIES MANUALS, TAKE HOME LETTERS, COMMUNITY EVENTS AND SUPPORT PRODUCTS.SERVICE STATISTICSIN OUR 2011-2012 FISCAL YEAR, WE SERVED 143,000 PRESCHOOL-COLLEGE AGED STUDENTS AND TEACHERS PRIMARILY IN MINNESOTA, BUT ALSO IN WISCONSIN, IOWA, NORTH DAKOTA AND SOUTH DAKOTA.FY 2011-2012 ACCOMPLISHMENTS:-EXCEEDED OUR GAMING GOAL BY 59%, OUR CONTRIBUTIONS GOAL BY 25% AND OUR SALES GOAL BY 10%.-EXPANDED OUR REACH TO INCLUDE COLLEGE STUDENTS. WE PERFORMED A DEEPER LOOK AT 11 COLLEGES THROUGHOUT GREATER MINNESOTA.-REACHED 143,000 PRESCHOOL-COLLEGE STUDENTS AND THEIR TEACHERS-PRODUCED AND PERFORMED A WILDLY WELL-RECEIVED NEW PRODUCT CALLED INTERPLAYS. INTERPLAYS ARE A CROSS BETWEEN A PLAY AND A CLASS AND HAVE A PRICE POINT BETWEEN THE TWO. -WROTE AND PRODUCED "TWISTED RIDE TO NOWHERE", A HEROIN AND METHAMPHETAMINE PREVENTION PLAY FOR 7TH-12TH GRADERS. -WROTE AND PRODUCED "SPACE BABY", A PLAY FOR KINDERGARTEN THROUGH 2ND GRADERS THAT TEACHES THE THREE R'S AND REDUCTION OF GREENHOUSE GASES-FORMED A STRONG PARTNERSHIP WITH ANOKA-HENNEPIN DISTRICT 11, MINNESOTA'S SECOND LARGEST SCHOOL DISTRICT WITH APPROXIMATELY 35,000 STUDENTSSAMPLING OF TWO 2011-2012 SPECIAL PROJECTSANOKA-HENNEPIN GLBT ANTI-BULLYING/HARASSMENT TEACHER TRAININGSANOKA-HENNEPIN DISTRICT 11 WAS FEATURED IN NATIONAL AND LOCAL NEWS A GREAT DEAL THROUGHOUT THE LAST TWO SCHOOL YEARS. A U.S. DEPARTMENT OF JUSTICE INVESTIGATION, A VARIETY OF LAWSUITS AND A NUMBER OF STUDENT SUICIDES FORCED THE DISTRICT TO ADDRESS HOW TEACHERS HANDLE BULLYING AND HARASSMENT AIMED AT GLBT STUDENTS. TO BEGIN TO CONFRONT THIS PROBLEM, ANOKA'S ANTI-BULLYING AND ANTI-HARASSMENT TASK FORCE SURVEYED TEACHERS TO LEARN WHAT SPECIFIC INSTANCES MOST CONFUSED TEACHERS. THEN, THE TASK FORCE HIRED CLIMB TO WORK IN PARTNERSHIP WITH THEM TO CREATE AN INSPIRING PERFORMANCE THAT WOULD STAGE THESE INSTANCES AND SHOW TEACHERS HOW TO HANDLE THEM. CLIMB WROTE, PRODUCED AND PERFORMED ONE PRESENTATION FOR 1200 ELEMENTARY EDUCATORS AND ONE FOR 1200 SECONDARY TEACHERS. TEACHERS IN ATTENDANCE WERE SURVEYS WITH THE FOLLOWING RESULTS:83% OF HIGH SCHOOL TEACHERS AND 91% OF MIDDLE SCHOOL TEACHERS ANSWERED STRONGLY AGREE OR AGREE TO THE STATEMENT "I HAVE A BETTER UNDERSTANDING OF HOW TO HANDLE THE HARASSMENT/BULLYING THAT OCCURS IN MY SCHOOL." TO THE STATEMENT "USING A THEATRICAL APPROACH WAS AN EFFECTIVE WAY TO LEARN" 90% OF HIGH SCHOOL TEACHERS AND 97% OF MIDDLE SCHOOL TEACHERS ANSWERED STRONGLY AGREE OR AGREE. ELEMENTARY TEACHER RESPONSES TO THESE QUESTIONS WERE EVEN HIGHER. DISTRICT ADMINISTRATORS SITTING ON THE ANTI-BULLYING ANTI-HARASSMENT TASK FORCE SAID THAT THIS PERFORMANCE WAS THE MOST HIGHLY RATED TEACHER TRAINING THE DISTRICT HAD EVER DONE. EDUCATIONAL EQUITY ALLIANCEIN 2008 THE MINNESOTA DEPARTMENT OF EDUCATION IDENTIFIED THE NORTH ST. PAUL-MAPLEWOOD-OAKDALE SCHOOL DISTRICT 622 AS A RACIALLY-ISOLATED SCHOOL DISTRICT, WHICH MEANS DISTRICT 622 HAS 20 PERCENT MORE STUDENTS OF COLOR THAN SURROUNDING SCHOOL DISTRICTS. BEING IDENTIFIED AS A RACIALLY-ISOLATED SCHOOL DISTRICT PROVIDED DISTRICT 622 WITH AN OPPORTUNITY TO CREATE A NEW INTEGRATION COLLABORATIVE THAT WOULD HELP TO CLOSE THE ACHIEVEMENT GAP BY BUILDING A CULTURALLY COMPETENT ENVIRONMENT WHILE INCORPORATING INNOVATIVE PROGRAMS THAT USE DATA-DRIVEN RESULTS. THROUGH A PARTNERSHIP WITH THE MAHTOMEDI SCHOOL DISTRICT 832, (A LARGELY WHITE AND AFFLUENT DISTRICT) THE EDUCATIONAL EQUITY ALLIANCE (EEA) WAS FORMED. CLIMB HAS PARTNERED WITH EEA PROVIDING DIVERSITY FOCUSED PROGRAMMING TO COMBINED GROUPS OF MIDDLE SCHOOLERS FROM EACH DISTRICT SINCE EEA'S INCEPTION IN 2009. DURING OUR 2011-2012 EEA PROGRAMMING STUDENTS OPENED UP ABOUT THEIR CULTURES, FAMILY STRUCTURES, AND IMMIGRANT STATUS. SEVERAL STUDENTS MENTIONED FAMILY MEMBERS THAT HAVE DISABILITIES AND EVEN DISCUSSED DISABILITIES THEY THEMSELVES STRUGGLE WITH. WE EXPLORED WAYS THAT PEOPLE EXHIBIT NON-ACCEPTANCE IN THEIR SCHOOLS. THE STUDENTS CREATED SCENES THAT SHOWED PEOPLE BEING TEASED OR EXCLUDED FOR HAVING A DIFFERENT RELIGION, OR LOOKING DIFFERENT, OR WEARING HAND-ME-DOWN CLOTHING. STUDENTS SHOWED US WHAT IT LOOKS LIKE WHEN PEOPLE ARE TEASED FOR BEING TOO DUMB OR EVEN FOR BEING TOO SMART. ON MAY 10, 2012, THE STUDENTS PERFORMED THEIR SCENES AT A SHARING EVENT AT MAPLEWOOD MIDDLE SCHOOL. 0 0 0 740399 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 0 1 9 0 140 1 1 1 0 0 0 0 0 0 0 0 0 X 5 5 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 71422 0 19814 71422 0 19814 0 0 0 0 0 123407 69294 192701 PROGRAM FEES 711110 542701 542701 542701 47793 22377 25416 25416 -3385 28801 7333838 7125194 208644 61719 146925 TCUTA REVENUE 900099 5019 5019 MISCELLANEOUS REVENUE 900099 2417 2417 7436 976898 547720 58334 178143 104500 78375 20900 5225 447364 349994 83870 13500 24753 20148 4605 37650 29209 7123 1318 4635 4635 12246 12246 12160 9300 2860 28701 23680 5021 34201 29229 4972 73252 70089 3163 32807 26807 6000 64700 52824 11876 17817 14874 2943 PRODUCTION EXPENSES 25710 25710 0 0 DUES & SUBSCRIPTIONS 8196 8196 0 0 MISCELLANEOUS EXPENSES 7785 1964 4188 1633 PROFESSIONAL DEVELOPMEN 1696 0 1696 0 938173 740399 176098 21676 83840 131196 22967 25397 50293 5072 57586 71887 6510 8134 6436 16339 2088057 1141820 979706 946237 32928 30135 1240266 1234397 116539 154321 1863 18238 727963 626782 846365 799341 X 348751 385056 45150 50000 393901 435056 1240266 1234397 X 38725 2430 X 0 1 1 X 0 X 378160 362350 362353 349220 192701 1644784 1011415 793502 645378 483580 547720 3481595 1389575 1155852 1007731 832800 740421 5126379 0 0 0 5126379 3263 1231 2500 17487 24481 3263 1231 2500 17487 24481 42858 58334 101192 -5173 34540 6798 3984 2417 42566 1387665 1191623 1014529 882142 818659 5294618 0.96820 0.98230 0.00460 0.00310 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165014 165014 1309438 590931 718507 321161 299659 21502 292444 251230 41214 946237 976898 938173 38725 2430 2430 41155 8118166 2430 7138838 7141268 976898 0 976898 8077011 7138838 7138838 938173 0 938173 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, 2009, AND 2010 TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS AND STATE AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,644. CHARITABLE GAMING EXPENSES 7,125,194. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,644. CHARITABLE GAMING EXPENSES 7,125,194. 152910 112669 0 7180928 5815403 151714 1045408 0 7333838 5928072 151714 1045408 7125194 208644 MN 1 0 1 0 0.00000 1.00000 LAURIE GLUESING 6415 CARMEN AVENUE EAST INVER GROVE HEIGHTS MN 55076 0 LAURIE GLUESING 58000 OVERSIGHT OF ALL GAMING ACTIVITIES. X 1 144756 CITY OF SOUTH ST PAUL HRA 416005520 2008-06-03 723493 REFINANCE MORTGAGE ON A HOUSING FACILITY FOR STUDENT INTERNS 0 0 0 164221 723493 14469 709024 2008 0 0 1 1 0 1 0 0 0.24550 0.24550 0.49100 1 0 1 0 0 0 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 2011-2012, THE COMPENSATION COMMITTEE AND THE FULL BOARD APPROVED A BONUS FOR THE CEO IN THE AMOUNT OF $15,000 AS WELL AS BACK PAY OF $18,000 IN CONSIDERATION OF THE SALARY CUTS THAT WERE TAKEN FROM 2008-2012. IN MAKING ITS AWARD TO THE CEO, BOARD MEMBERS CONSIDERED AN ARTICLE ON GUIDESTAR BY LINDA LAMPKIN, "YOU'RE PAYING WHAT? HOW TO SET EXECUTIVE COMPENSATION" AND A REVIEW OF EXECUTIVE DIRECTOR'S SALARIES AS NOTED ON THE FORM 990'S OF SIX COMPARABLE THEATERS AS WELL AS A SALARY REPORT GENERATED BY PAYSCALE, THAT INCLUDED AN ANALYSIS OF THE CEOS CURRENT WAGES COMPARED TO SIX OTHER COMPARABLE ORGANIZATIONS. THIS RESEARCH WAS DONE IN SEPTEMBER 2012. NO INCREASE IN THE CEO'S COMPENSATION WAS CONSIDERED DUE TO HER RECOMMENDATION THAT BOARD WAIT FOR ASSURANCE THAT CLIMB'S 2012-2013 FINANCIAL POSITION WOULD SUPPORT A PARTIAL OR FULL RETURN TO HER 2006-2007 SALARY. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,430.