2012-08-14T17:12:15-05:00 2011-09-30 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2010-10-01 953561259 ALLIANCE FOR THE ARTS ALLI 8054492590 2100 E THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 JOHN BRADLEY 8054492590 2012-08-06 1 PATRIZIA C COPPING 3108731600 2010 2016-02-24 21:20:13Z TOM COHEN 2100 E THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 551192 0 X WWW.ALLIANCEFORTHEARTS.ORG X 1980 CA NONPROFIT FUNDRAISING ARM OF THE THOUSAND OAKS CIVIC ARTS PLAZA 29 29 3 20 0 0 388087 148052 1215 2490 125641 192343 5000 6 519943 342891 108211 98275 0 0 399528 145278 0 0 81449 482428 408460 990167 652013 -470224 -309122 9572257 8948622 83593 18803 9488664 8929819 X TO PROVIDE "LEADERSHIP" IN DEVELOPING THE THOUSAND OAKS CIVIC ARTS PLAZA AS THE PRINCIPAL CULTURAL CENTER OF OUR COMMUNITY FOR THE PERFORMING AND VISUAL ARTS. "LEADERSHIP" IS DEFINED BY: FUNDRAISING, ADVOCACY, GRANTS & ALLOCATIONS, PERFORMING & VISUAL ARTS EDUCATION, ARTS AWARDS & RECOGNITION, AND MARKETING & PROMOTIONS. 0 0 418454 98275 2490 PROGRAMMING AND ALLOCATIONS -THIS PROGRAM PROVIDES GRANTS TO GROUPS IN THE PERFORMING ARTS.KIDS AND THE ARTS-THIS PROGRAM IS FOR TITLE ONE SCHOOLS. IT PAYS FOR THE STUDENTS TO SEE A PERFORMANCE AND TO PAY FOR THE TRANSPORTATION TO AND FROM THE THEATRE.RICHARD CARPENTER SCHOLARSHIPS-THIS PROGRAM IS FOR CHILDREN IN MIDDLE SCHOOL THROUGH COLLEGE TO APPLY FOR A SCHOLARSHIP. 418454 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 3 1 0 0 0 0 0 1 1 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X TOM COHEN 8054492590 2100 E THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 RON PLOTKIN 1.00 X 0 0 0 GREG ANGLE 1.00 X 0 0 0 BARBARA ASHCRAFT 1.00 X 0 0 0 MEREDITH BENTON 1.00 X 0 0 0 ELOISE COHEN 1.00 X 0 0 0 RON COLTON 1.00 X 0 0 0 AMY COMMANS 1.00 X 0 0 0 HOLLY COLE 1.00 X 0 0 0 NANCY DILLON MMC 1.00 X 0 0 0 DOUG E JONES 1.00 X 0 0 0 JULIA LADD 1.00 X 0 0 0 STAR LADIN 1.00 X 0 0 0 RICK LEMMO 1.00 X 0 0 0 DEBRA LEWIS 1.00 X 0 0 0 LINDA PERRY 1.00 X 0 0 0 BOB SELLECK 1.00 X 0 0 0 MARK G SELLERS ESQ 1.00 X 0 0 0 HARRY SELVIN 1.00 X 0 0 0 RUSSELL C SPOTO 1.00 X 0 0 0 MONICA WHITE 1.00 X 0 0 0 RICHARD WILLIAMS 1.00 X 0 0 0 TOM COHEN ESQ 1.00 X X 0 0 0 SUSAN MURATA 1.00 X X 0 0 0 BRUCE MEIKLE 1.00 X X 0 0 0 JOHN BRADLEY 1.00 X X 0 0 0 MATTHEW BURKE CPA 1.00 X X 0 0 0 VIRGINIA DAVIS 1.00 X X 0 0 0 DICK GOODRICH 1.00 X X 0 0 0 BOB LEWIS 1.00 X X 0 0 0 PATRICIA JONES RESIGNED 0910 40.00 X 176782 0 19487 176782 0 19487 1 1 1 0 0 54332 26424 67296 148052 TICKETS SALES 711110 2490 2490 2490 192343 192343 208301 26424 208301 0 MISCELLANEOUS 900099 6 6 6 342891 2490 0 192349 98275 98275 101562 50378 23017 28167 5758 2587 1604 1567 28477 12796 7931 7750 9481 4717 2133 2631 79 79 82500 82500 28508 28508 5605 5437 168 250 225 25 54741 21167 2889 30685 14218 3954 2684 7580 102 102 6340 5072 634 634 PROGRAMS AND ALLOCATION 212028 212028 4089 1716 131 2242 652013 418454 152110 81449 65030 111582 1776509 2280497 223393 164773 600 1000 214831 211046 3887 3785 7062102 5930189 95070 92666 345666 364130 9572257 8948622 43593 18803 40000 83593 18803 X 4590593 4073028 538071 496791 4360000 4360000 9488664 8929819 9572257 8948622 X -309122 -249723 X X 0 1 1 X 0 X 442577 583978 514906 388087 148052 2077600 442577 583978 514906 388087 148052 2077600 178160 1899440 320771 333156 188351 125641 192343 1160262 31 3100 5000 6 8137 3245999 1739428 0.58520 0.63330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7180000 0 7180000 7139639 27212 -286851 7180000 7847181 -7542 -400000 7439639 0.39000 0.61000 0 0 214831 211046 3785 3785 342891 652013 -309122 -248313 -18750 17340 -249723 -558845 154175 70765 17340 88105 66070 28508 248313 276821 342891 713020 89515 89515 623505 28508 28508 652013 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THIS FUND WAS SET UP TO SPIN OFF THE INTEREST AND PAY FOR THE ALLIANCE OBLIGATION TO THE CITY OF THOUSAND OAKS IN ORDER TO SUPPLEMENT THE THEATRE. FUNDS FROM THESE ENDOWMENT ARE ALSO USED FOR PROGRAMMING AND EDUCATIONAL FUNDING. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 13,258. CHANGE IN VALUE OF LIFE INSURANCE 4,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENT 13,258. CHANGE IN VALUE OF LIFE INSURANCE 4,082. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNREALIZED LOSS IN INVESTMENTS 248,313. ANGELS 138367 11411 126956 13297 113659 GOLF 96358 15013 81345 81345 234725 26424 208301 13297 195004 208301 0 1 CITY OF THOUSAND OAKS 2100 THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 952367314 CITY/THOUSAND OAKS 98275 BOOK N/A FOR THE CIVIC AUDITORIUM/FORUM THEATRE 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS THAT ARE GIVEN OUT DURING THE YEAR. X X 1 0 0 0 0 0 0 0 0 PATRICIA JONES RESIGNED 0910 101502 0 0 0 75280 0 0 0 19487 0 196269 0 0 0 PART I, LINE 4A PATRCIA JONES FORMER PRESIDENT/EXECUTIVE DIRECTOR RECEVIED A SEVERANCE PAYMENT IN THE AMOUNT OF $75,280. FORM 990, PART VI, SECTION A, LINE 6 ALLIANCE FOR THE ARTS HAS MEMBERS THAT PAY AN ANNUAL FEE TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL MEMBERS OF THE ORGANIZATION HAVE THE ABILITY TO ELECT INDIVIDUALS INTO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD TREASURER REVIEWS THE FORM 990. ONCE APPROVED A COPY OF THE FORM WILL BE GIVEN TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN THE BOARD NOMINATES NEW BOARD MEMBERS THEY STUDY THE BACKGROUND OF THE NOMINEE. CONFLICT OF INTEREST IS COVERED IN THE FIRST MEETING THE NEW MEMBER ATTENDS. AFTER THE MEMBER IS OFFICIALLY ON THE BOARD THE MEMBERS DISCUSS ANY NEW ENDEAVORS THEY HAVE. ALL BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. THE BOARD USED COMPARABLE DATA TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -248,313. DONATED SERVICES AND USE OF FACILITIES: -18,750. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 13,258. CHANGE IN VALUE OF LIFE INSURANCE 4,082. TOTAL TO FORM 990, PART XI, LINE 5: -249,723. FINANCIAL STATEMENTS AND REPORTING FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR.