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IRS Form 990, FY 2012

IRS Form 990, FY 2012

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Checkifself-employed
OMB No. 1545-0047Department of the TreasuryInternal Revenue ServiceCheck ifapplicable: AddresschangeNamechangeInitialreturnTermin-ated AmendedreturnGross receipts $ Applica-tionpending232001 12-10-12
Beginning of Current YearPaidPreparerUse Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lungbenefit trust or private foundation)
 
Open to Public Inspection AFor the 2012 calendar year, or tax year beginningand endingBCDEmployer identification numberEGH(a)H(b)H(c)FYesNo YesNoIJKWebsite: |LM123456734567a7bab
    A   c    t    i   v    i    t    i   e   s    &    G   o   v   e   r   n   a   n   c   e
Prior YearCurrent Year8910111213141516171819
    R   e   v   e   n   u   e
ab
    E   x   p   e   n   s   e   s
End of Year202122SignHere YesNoFor Paperwork Reduction Act Notice, see the separate instructions.
| (or P.O. box if mail is not delivered to street address)Room/suiteAre all affiliates included? )501(c)(3)501(c) ((insert no.)4947(a)(1) or527 |CorporationTrustAssociationOtherForm of organization:Year of formation:State of legal domicile: | |
    N    e    t    A    s    s    e    t    s    o   r    F   u    n    d    B    a    l    a    n    c    e    s
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it istrue, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.Signature of officerDateType or print name and titleDatePTINPrint/Type preparer's namePreparer's signatureFirm's nameFirm's EINFirm's addressPhone no. 
FormThe organization may have to use a copy of this return to satisfy state reporting requirements.Name of organizationDoing Business AsNumber and street Telephone numberCity, town, or post office, state, and ZIP codeIs this a group return for affiliates?Name and address of principal officer:If "No," attach a list. (see instructions)Group exemption number |Tax-exempt status:Briefly describe the organization's mission or most significant activities:Check this boxif the organization discontinued its operations or disposed of more than 25% of its net assets.Number of voting members of the governing body (Part VI, line 1a)Number of independent voting members of the governing body (Part VI, line 1b)Total number of individuals employed in calendar year 2012 (Part V, line 2a)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Total number of volunteers (estimate if necessary)Total unrelated business revenue from Part VIII, column (C), line 12Net unrelated business taxable income from Form 990-T, line 34~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~••••••••••••••••••••••Contributions and grants (Part VIII, line 1h)~~~~~~~~~~~~~~~~~~~~~Program service revenue (Part VIII, line 2g)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Investment income (Part VIII, column (A), lines 3, 4, and 7d)Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)~~~~~~~~Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)•••Grants and similar amounts paid (Part IX, column (A), lines 1-3)Benefits paid to or for members (Part IX, column (A), line 4)Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)~~~~~~~~~~~~~~~~~~~~~~~~~~~Professional fundraising fees (Part IX, column (A), line 11e)Total fundraising expenses (Part IX, column (D), line 25)~~~~~~~~~~~~~~Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)Revenue less expenses. Subtract line 18 from line 12~~~~~~~~~~~~~~~~~~~~••••••••••••••••Total assets (Part X, line 16)Total liabilities (Part X, line 26)Net assets or fund balances. Subtract line 21 from line 20~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~••••••••••••••May the IRS discuss this return with the preparer shown above? (see instructions)•••••••••••••••••••••LHAForm(2012)
Part ISummarSignature BlockPart II990
Return of Organization Exempt From Income Tax
990 2012
        §     
==999
OCT 1, 2012SEP 30, 2013MONTALVO ASSOCIATION94-1249283PO BOX 158(408) 961-580012,516,830.SARATOGA, CA 95071ANGELA MCCONNELLXSAME AS C ABOVEX WWW.MONTALVOARTS.ORGX1952CATO FOSTER COMMUNITY ENGAGEMENTTHROUGH THE CREATION AND PRESENTATION OF MULTIDISCIPLINARY ART.3333844590.0.9,663,272.8,910,051.680,761.769,306.40,542.155,696.684,186.715,414.11,068,761.10,550,467.0.0.0.0.2,442,827.2,499,016.0.7,750.736,244.2,933,698.1,990,012.5,376,525.4,496,778.5,692,236.6,053,689.19,716,223.26,102,345.744,461.664,337.18,971,762.25,438,008.ANGELA MCCONNELL, EXECUTIVE DIRECTORLYNN HENLEYP00356034ARMANINO LLP94-621484112657 ALCOSTA BOULEVARD, SUITE 500SAN RAMON, CA 94583-4600925-790-2600X
 
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Code:Expenses $including grants of $Revenue $Code:Expenses $including grants of $Revenue $Code:Expenses $including grants of $Revenue $Expenses $including grants of $Revenue $23200212-10-12
 
1234 YesNo YesNo4a4b4c4d4eTotal program service expenses
 
Form 990 (2012)Page Check if Schedule O contains a response to any question in this Part III•••••••••••••••••••••••••••••Briefly describe the organization's mission:Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?If "Yes," describe these new services on Schedule O.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization cease conducting, or make significant changes in how it conducts, any program services?If "Yes," describe these changes on Schedule O.~~~~~~Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, andrevenue, if any, for each program service reported.() ()()() ()()() ()()Other program services (Describe in Schedule O.)()()Form(2012)
2Statement of Program Service AccomplishmentsPart III990
   J
MONTALVO ASSOCIATION94-1249283XTO CREATE AND PRESENT MULTIDISCIPLINARY ARTS, NURTURE ARTISTS, AND USEOUR HISTORIC VILLA, 17 BUILDINGS AND 175 ACRES TO FOSTER COMMUNITYENGAGEMENT.XX887,239.439,445.PERFORMING ARTS SERIES - THE LIVELY PERFORMING ARTS PROGRAM CONSISTS OFMORE THAN 45 MUSIC CONCERTS AND THEATRICAL PERFORMANCES PRESENTED INTHE 1200-SEAT GARDEN THEATRE, THE INTIMATE, 300-SEAT CARRIAGE HOUSETHEATRE, AND THE GRAND HALL OF THE VILLA. MONTALVO ALSO PRESENTSCHILDREN'S PERFORMING ARTS PROGRAMS IN THE CARRIAGE HOUSE THEATRE, AND,THROUGH THE ARTISTS RESIDENCY PROGRAM, MONTALVO COMMISSIONS COMPOSERSTO CREATE NEW WORKS OF CONTEMPORARY MUSIC. AROUND 20,000 PEOPLE WERESERVED DURING THE YEAR.1,191,801.950.HISTORIC VILLA AND EXTANT BUILDINGS - ANCHORED BY THE HISTORIC VILLAMONTALVO AND THE SALLY AND DON LUCAS ARTISTS RESIDENCY PROGRAM COMPOUNDOF STUDIOS, THE COMPLEX ALSO INCLUDES NEW AND HISTORIC BUILDINGS ON THEMONTALVO GROUNDS. DOCENT-LED TOURS OF THE VILLA AND GROUNDS AREAVAILABLE TO THE PUBLIC.GARDENS AND GROUNDS - THE ESTATE'S 175 ACRE GROUNDS INCLUDE THE FORMALITALIANATE GARDENS, THE HISTORIC CACTUS GARDEN, THE OVAL GARDEN, THELOVE TEMPLE, THE BELVEDERE TEMPLE, AND OVER 5 MILES OF HIKING TRAILSCOMPRISE ALL THAT ARE OPEN TO THE PUBLIC. AROUND 200,500 PEOPLE WERESERVED DURING THE YEAR.987,541.28,405.SALLY AND DON LUCAS ARTISTS RESIDENCY PROGRAM - THE LUCAS ARTISTSRESIDENCY PROGRAM OFFERS SELECTED ARTISTS PRIVATE HOUSING IN ONE OF THE10 DISCIPLINE-SPECIFIC LIVE/WORK STUDIOS, A PROFESSIONAL STAFF THAT ISSUPPORTIVE OF THE CREATIVE PROCESS, AND AN ENVIRONMENT CONDUCIVE TOBOTH INDIVIDUAL PRACTICE AND THE ENERGETIC EXCHANGE OF IDEAS AMONGINTERNATIONAL AND CULTURALLY DIVERSE FELLOWS. THE RESIDENCY PROGRAM HASEARNED INTERNATIONAL RECOGNITION AS A MODEL OF CURATORIAL PRACTICESUPPORTING NEW AND CHALLENGING CONTEMPORARY WORK. AROUND 2,500 PEOPLE WERE SERVED DURING THE YEAR.240,697.300,506.3,307,278.
 
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23200312-10-12
 
 YesNo123456789101112131415161718192012345678910Section 501(c)(3) organizations.abcdefab11a11b11c11d11e11f12a12b1314a14b151617181920a20babab
If "Yes," complete Schedule ASchedule B, Schedule of ContributorsIf "Yes," complete Schedule C, Part IIf "Yes," complete Schedule C, Part IIIf "Yes," complete Schedule C, Part IIIIf "Yes," complete Schedule D, Part IIf "Yes," complete Schedule D, Part IIIf "Yes," completeSchedule D, Part IIIIf "Yes," complete Schedule D, Part IV If "Yes," complete Schedule D, Part V If "Yes," complete Schedule D,Part VIIf "Yes," complete Schedule D, Part VIIIf "Yes," complete Schedule D, Part VIIIIf "Yes," complete Schedule D, Part IX If "Yes," complete Schedule D, Part X If "Yes," complete Schedule D, Part X If "Yes," completeSchedule D, Parts XI and XIIIf "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional If "Yes," complete Schedule E If "Yes," complete Schedule F, Parts I and IV If "Yes," complete Schedule F, Parts II and IV If "Yes," complete Schedule F, Parts III and IV If "Yes," complete Schedule G, Part IIf "Yes," complete Schedule G, Part IIIf "Yes,"complete Schedule G, Part IIIIf "Yes," complete Schedule H
Form 990 (2012)Page Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Is the organization required to complete ?Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates forpublic office? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization engage in lobbying activities, or have a section 501(h) election in effectduring the tax year? Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, orsimilar amounts as defined in Revenue Procedure 98-19? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right toprovide advice on the distribution or investment of amounts in such funds or accounts? Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? Did the organization maintain collections of works of art, historical treasures, or other similar assets? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian foramounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanentendowments, or quasi-endowments? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or Xas applicable.Did the organization report an amount for land, buildings, and equipment in Part X, line 10? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its totalassets reported in Part X, line 16? Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its totalassets reported in Part X, line 16? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported inPart X, line 16? Did the organization report an amount for other liabilities in Part X, line 25? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? Did the organization obtain separate, independent audited financial statements for the tax year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Was the organization included in consolidated, independent audited financial statements for the tax year?~~~~~Is the organization a school described in section 170(b)(1)(A)(ii)? Did the organization maintain an office, employees, or agents outside of the United States?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organizationor entity located outside the United States? Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individualslocated outside the United States? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?••••••••••Form (2012)
3Part IV Checklist of Required Schedules990
MONTALVO ASSOCIATION94-1249283XXXXXXXXXXXXXXXXXXXXXXXXXXX

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