2012-05-15T13:06:09-05:00 2011-07-31 VAVRINEKTRINEDAY & CO LLP 8270 ASPEN STREET RANCHO CUCAMONGA CA 91730 990 2010-08-01 954491123 CALIFORNIA MANUFACTURING TECHNOLOGY CONSULTING CALI 3102633072 690 KNOX STREET NO 200 TORRANCE CA 90502 JOHN J VAN BUREN 3102633072 2012-04-24 1 HEIDI E WHITE 9094664410 2010 2016-02-24 21:20:13Z JOHN J VAN BUREN 690 KNOX STREET NO 200 TORRANCE CA 90502 22348339 0 X WWW.CMTC.COM X 1994 CA CMTC IS A NON PROFIT CONSULTING COMPANY WHOSE MISSION IS TO PROVIDE CONSULTING SERVICES TO INDUSTRY IN ORDER TO MAINTAIN HIGH WAGE JOBS BY INCREASING COMPETITIVENESS OF PRODUCTS MADE IN CALIFORNIA. 7 5 95 0 858502 -408206 10465373 10125440 8670382 12134116 100136 88783 0 0 19235891 22348339 0 0 0 0 9341516 9725566 0 0 392800 10794322 14982512 20135838 24708078 -899947 -2359739 15294078 13058110 3663772 3791504 11630306 9266606 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 21944980 12134116 IN 2011, A NIST SURVEY OF 699 CMTC CLIENTS IDENTIFIED THE IMPACT OF CMTC SERVICES AS FOLLOWS:1. CLIENTS REPORTED A TOTAL OF 3,600 MANUFACTURING JOBS CREATED/RETAINED.2. CLIENTS REALIZED A TOTAL ANNUALIZED SALES INCREASE/RETENTION OF $433,000,000. 3. CLIENTS REALIZED A TOTAL ANNUALIZED COST SAVINGS OF $106,000,0004. CLIENTS ALSO REPORTED A TOTAL ANNUALIZED INCREASE IN INVESTMENT OF $122,000,000.CTMC'S WORK WITH THE CALIF EMPLOYMENT TRAINING PANEL (ETP) IN THIS FISCAL YEAR RESULTED IN:299 EMPLOYEES AT 19 CLIENT COMPANIES RECEIVING WORKFORCE TRAINING.FISCAL YEAR 2011 RESULTED IN SERVING 576 NEW CLIENTS.TARGETED INDUSTRIES:AEROSPACE,BIO-MEDICAL,CHEMICAL PRODUCTS, ELECTRONICS,FOOD PROCESSING,METAL/MACHINERY,PLASTICS,TRANSPORTATION(AUTO),AND WOOD PRODUCTS/FURNITURE. 21944980 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 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 0 1 65 0 1 95 1 1 1 0 0 0 0 0 0 0 0 0 X 7 5 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 DAVID BRAUNSTEIN 40.00 X X 372734 0 27079 JOHN J VAN BUREN 40.00 X X 165480 0 14613 JAMES WATSON 40.00 X X 179562 0 24518 DR THOMAS M FALLO 1.00 X 0 0 0 RON K ISHII 1.00 X 0 0 0 TOM LIGHTNER 1.00 X 0 0 0 PAUL SUNDE 1.00 X 0 0 0 ANDY MEAD 1.00 X 0 0 0 GARY SMITH 1.00 X 0 0 0 JOHN ANDERSON 40.00 X 139140 0 22293 DOUGLAS GARNEE 40.00 X 133653 0 21606 CHERYL SLOBODIAN 40.00 X 153564 0 10134 KATAYOUN HOSS 40.00 X 134036 0 19296 KARL ROJC 40.00 X 130270 0 22365 1408439 0 161904 23 0 1 0 ROHAN VERMA RK GLOBAL LLC 215 W 6TH ST SUITE 1215 LOS ANGELES CA 90014 WEBSITE DESIGN 100502 1 10125440 10125440 PROJECT REVENUE 900000 12134116 11275614 858502 12134116 88783 88783 22348339 11275614 858502 88783 717776 168609 308396 240771 7231211 5991460 1115138 124613 205804 162390 37183 6231 990958 807644 173345 9969 579817 473213 95388 11216 52561 27532 25029 60758 60758 104577 104577 10947330 10863283 84047 304822 304736 86 284747 172790 111957 200611 94840 105771 243790 120747 123043 336414 326052 10362 92311 73788 18523 56467 45618 10849 58118 46837 11281 UNRELATED BUSINESS ACTI 1266784 1266784 PROJECT COST & DEVELOPM 600225 600225 TELEPHONE 121021 102736 18285 WARRANTIES AND MAINTENA 109631 72171 37460 DUES AND MEMBERSHIPS 57817 54742 3075 84528 64206 20322 24708078 21944980 2370298 392800 12099740 7277249 751246 827240 2162128 2700246 153804 227224 1236857 1170270 127160 66587 1959564 15294078 13058110 3079219 3406760 584553 384744 3663772 3791504 X 11630306 9266606 11630306 9266606 15294078 13058110 X -2359739 -3961 X X 0 1 1 X 1 1 X 10084476 9910610 10016913 10465373 10125440 50602812 10084476 9910610 10016913 10465373 10125440 50602812 50602812 417760 376711 260127 100136 88783 1243517 51846329 55953991 0.97600 0.97400 X 0 0 0 0 0 0 0 0 1 104577 104577 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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 176793 66587 993477 993477 0 66587 CERTIFICATES OF DEPOSIT 1959564 F 1959564 22348339 24708078 -2359739 -3961 -3961 -2363700 22344378 -3961 -3961 22348339 0 22348339 24708078 0 24708078 0 24708078 TORONTO CANADA 0 0 PROGRAM SERVICES $8,249 IN APPLICATION CONSULTING SERVICES PROVIDED TO ONE OF THE CLIENT'S REMOTE OFFICES LOCATED IN TORONTO CANADA. 0 0 0 0 0 0 0 0 0 0 0 0 0 X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAVID BRAUNSTEIN 372734 0 0 0 0 0 12249 0 14830 0 399813 0 399642 0 JOHN J VAN BUREN 165480 0 0 0 0 0 8333 0 6280 0 180093 0 157974 0 JAMES WATSON 179562 0 0 0 0 0 9651 0 14867 0 204080 0 187396 0 JOHN ANDERSON 139140 0 0 0 0 0 7426 0 14867 0 161433 0 139249 0 DOUGLAS GARNEE 133653 0 0 0 0 0 6790 0 14816 0 155259 0 149874 0 CHERYL SLOBODIAN 153564 0 0 0 0 0 7003 0 3131 0 163698 0 149754 0 KATAYOUN HOSS 134036 0 0 0 0 0 6702 0 12594 0 153332 0 153147 0 KARL ROJC 130270 0 0 0 0 0 6800 0 15565 0 152635 0 130341 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 NONE 0 GARY SMITH VOTING BOARD MEMBER/VICE PRESIDENT D'ADDARIO & COMPANY $10,000 CONTRACT FOR CMTC TO PROVIDE LEAN MANUFACTURING & IMPLEMENTATION TRAINING. BOOKED FEBRUARY 2011, INPROGRESS AT JULY 2011. NO UNPAID INVOICES 0 RON K ISHII VOTING BOARD MEMBER/VICE PRESIDENT ALTERNATIVE ENERGY SYSTEMS NONE 0 MIKE INNAB VOTING BOARD MEMBER/PRESIDENT MARTEK POWER NORTH AMERICAN OPERATIONS $89,000 CONTRACT FOR CMTC TO PROVIDE LEAN ENTERPRISE TRANSFORMATION SERVICES. BOOKED DECEMBER 2008. IN PROGRESS AS OF JULY 2010. ALL CLIENT INVOICES HAVE BEEN PAID COMPLETED AUGUST 2011.TIME AND EXPENSE CONTRACT TO PROVIDE ORACLE,CRM,ESSBASE, IMPLEMENTATION SERVICES INCLUDING DATA CONVERSION AND INTERFACE WITH EXISTING SYSTEMS, BOOKED DECEMBER 2009. COMPLETED OCTOBER 2011. FINAL CONTRACT WAS $754,105 AND ALL INVOICES WERE PAID.$47,849 CONTRACT FOR CMTC TO PROVIDE ORACLE TRAINING AND SUPPORT. BOOKED AUGUST 2009. IN-PROGRESS AS OF JULY 2011. ALL CLIENT INVOICES HAVE BEEN PAID. PENDING CLOSE-OUT WITH CA EMPLOYMENT TRAINING PANEL (ETP).$43,851 CONTRACT FOR CMTC TO PROVIDE LEAN ENTERPRISE TRANSFORMATION SERVICES. BOOKED FEBRUARY 2011. COMPLETED SEPTEMBER 2011. ALL CLIENT INVOICES HAVE BEEN PAID. 0 ANDY MEAD VOTING BOARD MEMBER/PRESIDENT ORCHI MPS $5,000 CONTRACT FOR CMTC TO PROVIDE LAYOFF AVERSION SERVICES IN CONJUNCTION WITH THE ORANGE COUNTY WORKFORCE INVESTMENT BOARD(OC WIB). BOOKED MAY 2010, IN PROGRESS AS IF JULY 2011. ALL INVOICES PAID.TIME AND EXPENSE CONTRACT TO PROVIDE LEAN MANUFACTURING SUPPORT CONSULTING. BOOKED JULY 2010. CURRENT CONTRACT VALUE IS $35,612 WITH NO INVOICES UNPAID. 0 PAUL SUNDE VOTING BOARD MEMBER/PRESIDENT RADCAL NONE 0 FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS REVIEWED WITH CMTC'S AUDIT COMMITTEE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,961. 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 0 0 CALIFORNIA MANUFACTURING TECHNOLOGY CONSULTING