2011-05-10T14:12:53-05:00 2010-06-30 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2009-07-01 951744392 California Musical Theatre CALI 9164465880 1510 J Street No 200 Sacramento CA 95814 Richard Lewis 9164465880 2011-05-05 1 LINDA D GEERY 9166466464 2009 2016-02-24 21:20:13Z Richard Lewis 1510 J Street No 200 Sacramento CA 95814 16178449 0 X www.californiamusicaltheatre.com X 1953 CA California Musical Theatre annually presents two seasons of theatrical productions under the names "Music Circus" and "Broadway Sacramento." The Cosmopolitan Cabaret, a 203-Seat Cabaret-Style theatre, offers year-round entertainment for the Sacramento Region. Additionally, the company provides educational programming for all ages. 10 9 639 660 194384 0 1463118 1536052 18126239 12421281 -296539 -79122 453276 432350 19746094 14310561 0 0 7196785 5352049 0 189671 14477182 10750356 21673967 16102405 -1927873 -1791844 26172144 23448445 22186820 21058224 3985324 2390221 California Musical Theatre is committed to the presentation of quality theatrical productions to enrich the cultural life of the City of Sacramento, the State of California, the United States and the International Community. The goals of the organization are to preserve and expand the American musical theatre as an art form by educating new audiences and nurturing aspiring artists. 0 0 13454212 12382699 California Musical Theatre (Company) is a nonprofit California corporation. The company annually presents two seasons of theatrical productions in Sacramento, California, under the names "Music Circus" for productions performed in the Wells Fargo Pavilion and "Broadway Sacramento" for productions performed in the Sacramento Community Center Theater. The Cosmopolitan Cabaret, a 203-seat cabaret-style theatre, offers year-round entertainment for the Sacramento region. The Company produced a three-show season subscription series at the venue in 2010. Additionally, the Company provides educational programming for all ages, including professional development for teachers, advanced training in musical theatre and dance, a comprehensive technical theatre internship program, and opportunities for underserved audiences to see live theatre. The Company is dedicated to giving audiences a theatrical experience of the highest quality, training theatre professionals and enriching community life by promoting greater appreciation and support for the theatre. 295155 39628 Through diverse educational activities such as: school field trips to theatre productions, which include discussions with professional actors and providing study guides for teachers; in-theatre talks and performances for deaf students and patrons; dance classes for seniors and promising young performers; intensive theatre arts training for high school and college age students; performance opportunities for children and a theatre arts training program for teachers, CMT is able to cultivate knowledgeable, appreciative audiences, foster the growth of young people pursuing a theatrical career and nurture community members who enjoy the art form. In fiscal year 2009-2010, a total of 2,569* participants were served directly, of which 1,992 participated in various "in-theatre" programs. 362 students were enrolled in school programs and 131 students trained in intensive theatre arts programs such as internships and camps. *Note: These numbers do not include people who are indirectly served by attending performances of their children's productions or are audience members at Music Circus and benefit by the work of interns or audience members who attend our performances at schools and senior citizen centers. Those numbers are not always captured, but would be in the thousands if they were. 13749367 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 104 0 1 639 1 1 1 0 0 0 0 1 1 0 0 0 10 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X Pat Schachterle 9164465880 1510 J Street Suite 200 Sacramento CA 95814 Richard Lewis 40.00 X X 179903 0 61387 Martin B Steiner 2.00 X X 0 0 0 Elizabeth McClatchy 2.00 X X 0 0 0 Dennis Mangers 2.00 X X 0 0 0 Robert P Thomas 2.00 X X 0 0 0 Phillip Gibbons 2.00 X 0 0 0 Jeanne Reaves 2.00 X 0 0 0 Scott Robertston 2.00 X 0 0 0 Carol Van Bruggen 2.00 X 0 0 0 Dr L Steven Winlock 2.00 X 0 0 0 Pat Schachterle 40.00 X 102339 0 34726 Scott Eckern 0.00 X 247004 0 0 529246 0 96113 3 1 1 0 0 16194 52178 1467680 35639 1536052 Admissions 711110 12105882 12105882 Box Office Handling 711120 275771 275771 Education/Theatre Prog 611600 39628 39628 12421281 5384 5384 3530 3530 3530 3530 1738634 1823140 -84506 -84506 -84506 53163 16194 23220 29943 29943 19964 21528 -1564 -1564 Concessions 900099 203447 203447 Advertising Income 541800 194384 194384 Miscellaneous Income 900099 2610 2610 400441 14310561 12422327 194384 157798 354547 287276 61681 5590 3888344 2951758 853544 83042 129942 126363 3505 74 442892 373825 67604 1463 536324 449461 76670 10193 2781 2781 37725 37725 24073 18138 5935 1520963 1470523 50440 898178 783507 105063 9608 798000 685754 112246 355755 348449 7306 17724 50 17218 456 635205 635205 543002 493812 49190 333095 276875 55436 784 Producer Guarantees 4767334 4767334 Production Components 377532 377532 Royalties & Commissions 139268 139268 Subscr. Exp. & Box Off. 63565 63565 Auditions & Rehearsals 61186 61186 174970 74691 21818 78461 16102405 13749367 2163367 189671 144073 39496 7662670 6835550 5472 27897 78673 74483 52761 39682 1305251 1135763 18751718 4166931 15035131 14584787 1447506 238702 50673 16383 389934 455702 26172144 23448445 1549207 931949 6928351 6715838 13709262 13410437 22186820 21058224 X 3985324 2390221 3985324 2390221 26172144 23448445 X 0 1 1 X 0 X 1783206 1900703 1863529 1463118 1551696 8562252 14370224 13257251 19162527 18144049 12443855 77377906 243168 214104 228682 263217 256610 1205781 16396598 15372058 21254738 19870384 14252161 87145939 50011 131606 188729 34778 32178 437302 0 50011 131606 188729 34778 32178 437302 86708637 293250 398169 332292 122151 8914 1154776 293250 398169 332292 122151 8914 1154776 144444 168823 182061 182999 194384 872711 16834292 15939050 21769091 20175534 14455459 89173426 0.97240 0.97380 0.01290 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1130049 1130049 15259349 2736008 12523341 204274 152328 51946 1411382 831617 579765 746664 446978 299686 14584787 14310561 16102405 -1791844 196741 196741 -1595103 14568562 196741 16512 213253 14355309 -44748 -44748 14310561 16163665 16512 44748 61260 16102405 0 16102405 Part X: Description of Uncertain Tax Positions Under FIN 48: The Company adopted the accounting principles related to accounting for uncertainty in income taxes (as described under ASC 740-10) as of July 1, 2009, and has determined that there is no material impact on the financial statements for 2010. With some exceptions, the Company is no longer subject to U.S. federal and state income tax examinations by tax authorities for years prior to 2006. Part XII, Line 4b - Other Adjustments: Broadway Boutique Cost of Sales not incuded in Revenue for Audit Report: -21528. Fundraising Event Expenses: -23220. Part XIII, Line 2d - Other Adjustments: Boutique COGS included in expense for Audited Financial Stmts: 21528. Fundraising Event Expenses: 23220. Golf 30372 7909 22463 4175 7798 2261 Concert 24240 8285 15955 1642 1 14745 14745 7344 69357 16194 53163 4175 7798 11247 23220 29943 X X X X X X 1 0 0 0 0 0 0 0 0 Richard Lewis 176276 0 0 0 3627 0 49000 0 12387 0 241290 0 0 0 Scott Eckern 247004 0 0 0 0 0 0 0 0 0 247004 0 0 0 Part I, Line 4a Pursuant to a separation agreement, Scott Eckern received severance payments of $247,004 in Calendar year 2009. X 8 25970 FMV X Airline Tckts 1 8497 FMV X Supplies 1 1172 FMV 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): The number of contributors for each category is reported. Form 990, Part VI, Section A, line 8b California Musical Theatre has no committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11 California Musical Theatre's form 990 is reviewed by the finance committee prior to filing with the IRS. Form 990, Part VI, Section B, line 12c California Musical Theatre's (CMT) Board members and key employees are covered under its conflict of interest policy. CMT's CFO monitors the conflict of interest policy. Any conflict of interest would be discussed at a Finance Committee Meeting. Form 990, Part VI, Section B, line 15 The top management positions are compared to comparable company salary surveys. California Musical Theatre (CMT) utilizes the National Alliance of Musical Theatre salary survey, and the Independent Presenters Network salary survey. The last contract negotiated for the President/Executive Producer was supported by an independent phone survey of comparable theatres. This was done under the direction of CMT's Board chair using an outside source to make the phone calls. Form 990, Part VI, Section C, line 19 California Musical Theatre's financial statements are available for review in the corporate office. FORM 990, PART XI, LINE 2C: Neither the process for the oversight of the financial statement audit nor the process for selection of an independent accountant has changed from the prior year. California Musical Theatre Foundation 1510 J Street Sacramento CA 95814 680478721 Supporting California Musical Theatre CA 501(c)(3) Line 7 N/A Studios for the Performing Arts Operating company 1510 J Street Sacramento CA 95814 300390619 Supporting California Musical Theatre CA 501(c)(3) Line 11a, I N/A 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0