2025-11-10T20:47:41-06:00 2024-12-31 760722072 FOUMBERG JUNEJA ROCHER & CO PC 16311 VENTURA BLVD SUITE 1180 ENCINO CA 91436 990 2024-01-01 956100108 MUSICAL THEATRE WEST MUSI 5628561999 4350 E 7TH STREET LONG BEACH CA 90804 PAUL GARMAN EXECUTIVE DIRECTOR 5628561999 2025-11-10 0 DANIEL CHOI CPA P00639689 8189816100 2025-11-10 2024 2025-03-06 01:10:19Z PAUL GARMAN 4350 E 7TH STREET LONG BEACH CA 90804 5048418 0 X WWW.MUSICAL.ORG X 1952 CA PRESERVING MUSICAL THEATRE WITH LIVE PRESENTATIONS FOR THE COMMUNITY'S CULTURE ENRICHMENT. 20 20 261 309 0 0 3394751 2317575 2314527 2319839 96832 207939 72363 -456298 5878473 4389055 3000 20300 0 0 2173957 2031862 0 0 228901 2608415 2347030 4785372 4399192 1093101 -10137 6929964 7113032 1734981 1793195 5194983 5319837 PRESERVING MUSICAL THEATRE AS A UNIQUE ART FORM AND ENRICHING THE CULTURAL LIFE OF THE COMMUNITY THROUGH THE PRESENTATION OF ESTABLISHED MUSICALS, DEVELOPMENT OF NEW WORKS, AND YOUTH ENRICHMENT PROGRAMS. 0 0 3377405 2319839 MUSICAL PRODUCTIONS - THE ORGANIZATION PRESENTS FOUR LIVE MUSICAL MAIN STAGE SHOWS AND SEVERAL SMALLER CONCERT-STYLE PERFORMANCES ''NEW WORKS READINGS'' FOR THE COMMUNITY THROUGHOUT THE YEAR. SERVES MORE THAN 80,000 PATRONS ANNUALLY. 267912 20300 YOUTH EDUCATION AND OUTREACH - THIS PROGRAM BRINGS THE JOY AND MAGIC OF MUSICAL THEATER TO OVER 18,000 CHILDREN EACH YEAR THROUGH SPECIAL ''STUDENT MATINEES'' MORNING PERFORMANCES, IN-SCHOOL ASSEMBLIES, LIBRARY TOURS, CLASSES, WORKSHOPS, AND THE SUMMER YOUTH CONSERVATORY. TRAVEL CLUB - DURING 2024, THE ORGANIZATION TOOK 121 TRAVELERS TO NEW YORK TO DINE, SIGHTSEE, AND EXPERIENCE GREAT THEATER. ANNUALLY THE TRAVEL CLUB TAKES TWO TRIPS TO NEW YORK CITY. THEN, EVERY OTHER YEAR, TO ANOTHER DESTINATION IN THE U.S. OR ABROAD. 3645317 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 15 0 261 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X PAUL GARMAN 5628561999 4350 E 7TH STREET LONG BEACH CA 90804 X BARBARA BLACKWELL BOARD MEMBER 0.50 0.00 X 0 0 0 PATTY BURNS GUILD PRESIDENT 0.50 0.00 X 0 0 0 JIM CHOURA BOARD MEMBER 0.25 0.00 X 0 0 0 BOB DOMINGUEZ TREASURER 1.00 0.00 X X 0 0 0 RANDALL GODDARD BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA GOEN (SEE SCH. O) 1.00 0.00 X X 0 0 0 JANA KELLY EXECUTIVE COMMITTEE 2.00 0.00 X 0 0 0 MARNOS LELESI (SEE SCH. O) 2.00 0.00 X 0 0 0 ENRIQUE LUNA BOARD MEMBER 0.50 0.00 X 0 0 0 MARCIE MARTE BOARD MEMBER 0.50 0.00 X 0 0 0 GAIL MEREDITH (SEE SCH. O) 1.00 0.00 X 0 0 0 JOHN MONTGOMERY BOARD MEMBER 0.25 0.00 X 0 0 0 JANE NETHERTON PAST PRESIDENT 2.00 0.00 X 0 0 0 JOHN PRIMROSE BOARD MEMBER 0.25 0.00 X 0 0 0 KEITH SOMERS BOARD MEMBER 0.25 0.00 X 0 0 0 CYNTHIA TERRY (SEE SCH. O) 3.00 0.00 X X 0 0 0 BRANDON WOODWARD BOARD MEMBER 1.00 0.00 X 0 0 0 JAN HALL ZOLIN BOARD MEMBER 3.00 0.00 X X 0 0 0 ROXANNE KORZENIOWSKI BOARD MEMBER 1.00 0.00 X 0 0 0 JANICE FRANK BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL GARMAN EXECUTIVE DIRECTOR 60.00 0.00 X 145000 0 25000 DOUGLAS B SENECAL GENERAL MANAGER 40.00 0.00 X 102594 0 12293 247594 0 37293 2 0 1 0 0 996900 324147 996528 63650 2317575 ADMISSIONS 711110 2319839 2319839 2319839 207939 207939 63361 2216 61145 61145 61145 139704 996900 657147 -517443 -517443 4389055 2319839 0 -248359 20300 20300 170000 52700 110500 6800 1595851 1497387 8354 90110 129300 96806 24533 7961 136711 98445 31373 6893 18456 18456 242523 45603 136365 60555 310268 310268 145544 64043 60894 20607 40187 27126 11948 1113 221046 221046 23371 17611 3291 2469 39534 35043 4491 79913 57537 12786 9590 139358 72350 58844 8164 PRODUCTION/THEATER COST 747284 747284 BANK AND CREDIT CARD FE 112616 110770 1846 YOUTH ENRICHMENT 100481 100481 REPAIRS AND MAINTENANCE 78259 56346 12522 9391 48190 14171 28771 5248 4399192 3645317 524974 228901 810231 633089 3490235 3750502 31390 12500 98025 102670 1554936 618420 890464 936516 1407105 1566223 202514 111532 6929964 7113032 163794 64905 1571187 1728290 1734981 1793195 X 4749833 4629647 445150 690190 5194983 5319837 6929964 7113032 X -10137 169993 -35002 X X 0 1 X 1 0 X 2543339 2108952 662147 3394751 2317575 11026764 478724 2126799 1153142 2314527 2319839 8393031 3022063 4235751 1815289 5709278 4637414 19419795 139345 139345 0 139345 139345 19280450 144892 19317 145107 207939 517255 144892 19317 145107 207939 517255 23988 23988 68023 49418 26412 143853 3234978 4285169 1861018 5878373 4845353 20104891 0.95900 0.96300 0.02570 0.02360 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RENTAL INCOME - 2020 AMOUNT: $ 68,023. 2021 AMOUNT: $ 49,418. 2022 AMOUNT: $ 26,412. PART III SECTION A LINE 1A-1E THE INFORMATION REPORTED FOR 2022 (COLUMN C) IS FOR A SHORT YEAR FOR PERIOD SEPTEMBER 1, 2022 TO DECEMBER 31, 2022. 2021 INFORMATION IS FOR THE FISCAL YEAR ENDING AUGUST 31, 2022. 2020 INFORMATION IS FOR THE FISCAL YEAR ENDING AUGUST 31, 2021. PART III SECTION A LINE 12: FOR THE 2020, 2021 AND 2022 COLUMNS, THESE AMOUNTS INCLUDED AMOUNTS AS DESCRIBED IN PRIOR YEARS FILED RETURNS, PRIMARILY NET RENTAL INCOME. FOR THE 2023 AND 2024 COLUMN NET RENTAL INCOME WAS INCLUDED IN LINE 10A, WHICH IS WHY THIS LINE IS ZERO FOR THE 2023 AND 2024 COLUMN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 200000 200000 200000 200000 200000 200000 200000 200000 200000 1.00000 0 0 611155 611155 253162 161936 91226 137522 115963 21559 413657 235988 177669 139440 104533 34907 936516 SECURITIES 1566223 F 1566223 X 4592670 169993 33622 203615 4389055 0 4389055 4432814 33622 33622 4399192 0 4399192 PART V, LINE 4: THE ORGANIZATION, IN 2015, RECEIVED $200,000 TO ESTABLISH A PERMANENT ENDOWMENT, THE INCOME OF WHICH IS TO BE USED FOR MUSICAL EDUCATION FOR LONG BEACH ELEMENTARY SCHOOL CHILDREN. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND BY THE CALIFORNIA FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM STATE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. BROADWAY IN THE PARK 327087 201918 125169 56022 9230 23246 GREAT AMERICAN SONGBOOK 72322 57787 14535 14876 2874 5012 2 737195 737195 545887 1136604 996900 139704 70898 12104 574145 657147 -517443 1 SCHOLARSHIPS 19 20300 PART I, LINE 2: THE MUSICAL THEATRE WEST EDUCATION-OUTREACH DEPARTMENT DOES NOT MONITOR THE USE OF SCHOLARSHIP FUNDS, BUT ENCOURAGES EACH RECIPIENT TO APPLY THE AWARD TOWARD FURTHER SCHOOLING AND STUDYING FOR THE IMPROVEMENT OF THEIR TALENT. X X 0 0 0 0 0 0 0 0 0 PAUL GARMAN EXECUTIVE DIRECTOR 145000 0 0 0 0 0 0 0 25000 0 170000 0 0 0 X 1 11000 FMV X 1 52650 FMV 0 0 0 FORM 990, PART V, LINE 7H: THE ORGANIZATION DOES NOT HAVE A VEHICLE DONATION PROGRAM. IT DID RECEIVE A ONE-TIME VEHICLE DONATION. FORM 990, PART VI, SECTION A, LINE 2 JAN HALL ZOLIN AND JIM CHOURA ARE SIBLINGS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT AND AUDIT COMMITTEE REVIEW THE RETURN. IT IS ALSO PROVIDED TO THE BOARD MEMBERS ONCE THE REVIEW PROCESS IS COMPLETE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ESTABLISHED A CONFLICT OF INTEREST POLICY THAT REQUIRES ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST. THE BOARD MONITORS AND ENFORCES COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE ORGANIZATION REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THEY CONSIDER PREVAILING RATES FOR COMPARABLE POSITIONS BASED ON SALARY SURVEYS FROM THE NATIONAL ALLIANCE FOR MUSICAL THEATRE. THE COMMITTEE'S RECOMMENDATION IS VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15B: THIS ITEM IS CHECKED NO SINCE THERE ARE NO INDIVIDUALS MEETING THE CRITERIA THAT ALSO RECEIVED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS FOR INSPECTION UPON REQUEST. COPY OF THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ALSO ON GUIDESTAR.ORG. FORM 990, PART VII, SECTION A, LINE 1(A): BARBARA GOEN WAS ELECTED SECRETARY OF THE BOARD ON JANUARY 2024. MARNOS LELESI WAS ELECTED FOOTLIGHTERS PRESIDENT OF THE BOARD JANURARY 2024. GAIL MEREDITH WAS ELECTED EXECUTVIE COMMITTEE OF THE BOARD JANUARY 2024. CYNTHIA TERRY WAS ELECTED PRESIDENT OF THE BOARD JANUARY 2024. FORM 990, PART XI, LINE 9: PRIOR YEAR FINANCIAL STATEMENT AUDIT ADJUSTMENTS -35,002. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.