2024-01-25T15:46:15-05:00 2023-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2022-07-01 870542630 PLAN-B THEATRE COMPANY PLAN 8012974200 138 WEST 300 SOUTH SALT LAKE CITY UT 841011913 CHERYL CLUFF MANAGING DIRECTOR 8012974200 2024-01-17 true CHERYL CLUFF XXX-XX-XXXX true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2024-01-25 2022 2023-04-26 12:10:37Z JERRY RAPIER 138 WEST 300 SOUTH SALT LAKE CITY UT 841011913 430796 false X HTTP://WWW.PLANBTHEATER.ORG/ X 1995 UT THE ORGANIZATION DEVELOPS AND PRODUCES UNIQUE AND SOCIALLY CONSCIOUS THEATRE, WITH A PARTICULAR EMPHASIS ON NEW PLAYS BY UTAH PLAYWRIGHTS. 8 8 58 49 0 412363 396343 39956 34435 8 18 0 452327 430796 2000 0 0 359995 303734 0 9492 155735 144182 517730 447916 -65403 -17120 129347 116330 10143 14246 119204 102084 X THE ORGANIZATION DEVELOPS AND PRODUCES UNIQUE AND SOCIALLY CONSCIOUS THEATRE, WITH A PARTICULAR EMPHASIS ON NEW PLAYS BY UTAH PLAYWRIGHTS. false false 409924 34435 - WE REACHED A TOTAL AUDIENCE OF MORE THAN 61,000 (OUR LARGEST EVER) - WE HAVE APPEARED ON THE UTAH REVIEW'S END-OF-YEAR "TOP TEN MOMENTS OF THE UTAH ENLIGHTENMENT" LIST EACH DECEMBER SINCE ITS INCEPTION IN 2015. THE LIST TRADITIONALLY CONTAINS TEN ENTRIES IN NO PARTICULAR ORDER. THAT CHANGED IN DECEMBER OF 2022, WITH THE CLEAN-UP PROJECT BY CARLETON BLUFORD BEING NAMED THE MOMENT OF THE YEAR. - EACH OF THE THREE SHOWS COMPRISING OUR SUBSCRIPTION SERIES-MY BROTHER WAS A VAMPIRE BY MORAG SHEPHERD, GO HOME COME BACK BY DARRYL STAMP, AND FIRE BY JENIFER NII-ENJOYED SOLD OUT RUNS. FIRE ALSO TOURED TO FIVE UTAH HIGH SCHOOLS AS PART OF OUR A WEEK WITH A PLAY PROGRAM. - WE MOVED FROM PROVISIONAL TO FULL STATUS AS PART OF THE PROFESSIONAL OUTREACH PROGRAMS IN THE SCHOOLS (POPS) PROGRAM ADMINISTERED BY THE UTAH STATE BOARD OF EDUCATION. - FOR THE SECOND CONSECUTIVE YEAR, FEEDSPOT NAMED OUR WEBSITE ONE OF THE 15 BEST WORLDWIDE FOR PLAYWRIGHTS. - WE PUBLISHED "OB?CHAN TOLD ME GAMAN: A CHILD'S VIEW OF TOPAZ" BY SAMANTHA MATSUKAWA, ILLUSTRATED BY AARON ASANO SWENSON, IN OBSERVANCE OF THE JAPANESE AMERICAN DAY OF REMEMBRANCE, PROVIDING A COPY FREE OF CHARGE TO EVERY PUBLIC ELEMENTARY SCHOOL LIBRARY IN THE STATE. - WE OFFERED OUR STATEWIDE FREE ELEMENTARY SCHOOL TOUR OF BALLET FOR ALIENS BY GERARD HERNANDEZ, JENNY KOKAI, AND OLIVER KOKAI-MEANS IN THREE FORMATS: IN PERSON, VIDEO-ON-DEMAND, AND AUDIO PLAY, SERVING100 SCHOOLS IN PERSON AND 109 SCHOOLS VIRTUALLY. - WE PARTNERED WITH UTAH HUMANITIES TO PROVIDE A COPY OF "THE SKY AT OUR FEET" BY NADIA HASHIMI TO EVERY SCHOOL SERVED IN PERSON BY BALLET FOR ALIENS. - WE COLLABORATED FOR THE SECOND YEAR WITH UTAH SYMPHONY ON "ENCORE: A CELEBRATION OF BLACK SYMPHONIC MUSIC," THEIR FIFTH-GRADE CONCERTS OF MUSIC BY BLACK COMPOSERS. - WE CO-PRODUCED THE 11TH ANNIVERSARY OF ROSE EXPOSED WITH OUR FELLOW ROSE WAGNER RESIDENT COMPANIES: GINA BACHAUER INTERNATIONAL PIANO FOUNDATION, PYGMALION THEATRE COMPANY, REPERTORY DANCE THEATRE, RIRIE-WOODBURY DANCE COMPANY, AND SB DANCE. OUR ENTRY WAS "PUSH BACK" BY FIRST-TIME PLAYWRIGHT MARYBETH JARVIS CLARK, FROM THE FIRST COHORT OF OUR CREATIVE AGING PLAYWRITING WORKSHOP. - WE CO-PRODUCED THE 16TH ANNUAL EPISODE OF RADIO HOUR WITH KUER'S RADIO WEST: THE CASE OF THE MISSING DOG BY BRANDAN NGO, A MEMBER OF OUR THEATRE ARTISTS OF COLOR WRITING WORKSHOP. 409924 true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 5 0 58 true false false false false false false false false false false false false X 8 8 false false true false false false false true true false false true true true true true true true true false UT X X CHERYL CLUFF 8012974200 138 W 300 S SALT LAKE CITY UT 84101 CHERYL CLUFF MANAGING DIR 40.00 X 50000 0 2159 JERRY RAPIER ARTISTIC DIR 40.00 X 50000 0 2159 BENJAMIN BROWN DIRECTOR 0.25 X 0 0 0 REBECCA CHAVEZ-HOUCK INTERIM PRES 0.30 X X 0 0 0 CHRIS CURLETT TREASURER 0.25 X X 0 0 0 LILLY HYE SOO DIXON DIRECTOR 0.25 X 0 0 0 MARIKA LYONS DIRECTOR 0.25 X 0 0 0 JESSE NIX DIRECTOR 0.25 X 0 0 0 MARILYN MELISSA SALGUERO DIRECTOR 0.25 X 0 0 0 KAY SHEAN SECRETARY 0.25 X X 0 0 0 ROCIO SOTO DIRECTOR 0.25 X 0 0 0 PAUL TEW PRESIDENT 0.50 X X 0 0 0 100000 4318 false false false 261091 135252 6392 396343 TICKET SALES 18866 18866 FEE-FOR-SERVICE 15565 15565 MERCHANDISE SALES 4 4 34435 18 18 430796 34435 18 102000 95850 3202 2948 165481 155286 5309 4886 1578 1483 49 46 6342 6010 173 159 28333 26624 890 819 7366 7366 19050 17417 1633 7271 7271 16181 11607 4257 317 225 225 10553 8412 2035 106 25152 25152 69 69 1688 46 1642 PRODUCTION SUPPLIES 38427 38427 FILMING AND EDITING 4500 4500 PARKING 3762 3689 71 2 BOX OFFICE EXPENSES 3419 3385 34 6519 4471 1873 175 447916 409924 28500 9492 43496 41725 43449 58466 35078 6000 4381 4361 628 1104 2315 2420 2254 129347 116330 10083 8530 60 3300 2416 10143 14246 X 93704 86143 25500 15941 119204 102084 129347 116330 -17120 X false true X true false X 187193 275394 248687 365363 346343 1422980 52881 39843 13070 39956 34435 180185 40000 42000 41800 47000 50000 220800 280074 357237 303557 452319 430778 1823965 60000 65100 50000 75000 85000 335100 60000 65100 50000 75000 85000 335100 1488865 52 17 5 8 18 100 52 17 5 8 18 100 280126 357254 303562 452327 430796 1824065 0.81620 0.80870 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 1202 false false 1202 false SCHEDULE C, PART II-B, LINE 1 AS ONE OF THE 15 MEMBERS OF THE PROFESSIONAL OUTREACH PROGRAM IN THE SCHOOLS (POPS) PROGRAM, WE RECEIVE ANNUAL FUNDING FROM THE UTAH STATE LEGISLATURE THROUGH THE UTAH STATE BOARD OF EDUCATION FOR OUR EDUCATION PROGRAMS. ARTISTIC DIRECTOR JERRY RAPIER SERVES ON THE POPS LEGISLATIVE COMMITTEE, WHICH IS RESPONSIBLE FOR COMMUNICATING HOW THOSE FUNDS ARE EXPENDED TO THE MEMBERS OF THE PUBLIC EDUCATION APPROPRIATIONS SUBCOMMITTEE AND THE EDUCATION APPROPRIATIONS COMMITTEE, AND LOBBYING THE LEGISLATORS FOR ANY "COST OF LIVING" INCREASES FOR POPS AS A WHOLE. LEASE LIABILITY 2416 2416 LILY HYE SOO DIXON ACTOR/TRUSTEE 25 ACTING FEES false MARILYN MELISSA SALGUERO ACTOR/TRUSTEE 2310 ACTING FEES false KAY SHEA DIRECTOR/TRUSTE 1180 DIRECTOR/TEACHING false FORM 990, PAGE 2, PART III, LINE 4A - WE REACHED A TOTAL AUDIENCE OF MORE THAN 61,000 (OUR LARGEST EVER) - WE HAVE APPEARED ON THE UTAH REVIEW'S END-OF-YEAR "TOP TEN MOMENTS OF THE UTAH ENLIGHTENMENT" LIST EACH DECEMBER SINCE ITS INCEPTION IN 2015. THE LIST TRADITIONALLY CONTAINS TEN ENTRIES IN NO PARTICULAR ORDER. THAT CHANGED IN DECEMBER OF 2022, WITH THE CLEAN-UP PROJECT BY CARLETON BLUFORD BEING NAMED THE MOMENT OF THE YEAR. - EACH OF THE THREE SHOWS COMPRISING OUR SUBSCRIPTION SERIES-MY BROTHER WAS A VAMPIRE BY MORAG SHEPHERD, GO HOME COME BACK BY DARRYL STAMP, AND FIRE BY JENIFER NII-ENJOYED SOLD OUT RUNS. FIRE ALSO TOURED TO FIVE UTAH HIGH SCHOOLS AS PART OF OUR A WEEK WITH A PLAY PROGRAM. - WE MOVED FROM PROVISIONAL TO FULL STATUS AS PART OF THE PROFESSIONAL OUTREACH PROGRAMS IN THE SCHOOLS (POPS) PROGRAM ADMINISTERED BY THE UTAH STATE BOARD OF EDUCATION. - FOR THE SECOND CONSECUTIVE YEAR, FEEDSPOT NAMED OUR WEBSITE ONE OF THE 15 BEST WORLDWIDE FOR PLAYWRIGHTS. - WE PUBLISHED "OB?CHAN TOLD ME GAMAN: A CHILD'S VIEW OF TOPAZ" BY SAMANTHA MATSUKAWA, ILLUSTRATED BY AARON ASANO SWENSON, IN OBSERVANCE OF THE JAPANESE AMERICAN DAY OF REMEMBRANCE, PROVIDING A COPY FREE OF CHARGE TO EVERY PUBLIC ELEMENTARY SCHOOL LIBRARY IN THE STATE. - WE OFFERED OUR STATEWIDE FREE ELEMENTARY SCHOOL TOUR OF BALLET FOR ALIENS BY GERARD HERNANDEZ, JENNY KOKAI, AND OLIVER KOKAI-MEANS IN THREE FORMATS: IN PERSON, VIDEO-ON-DEMAND, AND AUDIO PLAY, SERVING100 SCHOOLS IN PERSON AND 109 SCHOOLS VIRTUALLY. - WE PARTNERED WITH UTAH HUMANITIES TO PROVIDE A COPY OF "THE SKY AT OUR FEET" BY NADIA HASHIMI TO EVERY SCHOOL SERVED IN PERSON BY BALLET FOR ALIENS. - WE COLLABORATED FOR THE SECOND YEAR WITH UTAH SYMPHONY ON "ENCORE: A CELEBRATION OF BLACK SYMPHONIC MUSIC," THEIR FIFTH-GRADE CONCERTS OF MUSIC BY BLACK COMPOSERS. - WE CO-PRODUCED THE 11TH ANNIVERSARY OF ROSE EXPOSED WITH OUR FELLOW ROSE WAGNER RESIDENT COMPANIES: GINA BACHAUER INTERNATIONAL PIANO FOUNDATION, PYGMALION THEATRE COMPANY, REPERTORY DANCE THEATRE, RIRIE-WOODBURY DANCE COMPANY, AND SB DANCE. OUR ENTRY WAS "PUSH BACK" BY FIRST-TIME PLAYWRIGHT MARYBETH JARVIS CLARK, FROM THE FIRST COHORT OF OUR CREATIVE AGING PLAYWRITING WORKSHOP. - WE CO-PRODUCED THE 16TH ANNUAL EPISODE OF RADIO HOUR WITH KUER'S RADIO WEST: THE CASE OF THE MISSING DOG BY BRANDAN NGO, A MEMBER OF OUR THEATRE ARTISTS OF COLOR WRITING WORKSHOP. FORM 990, PAGE 6, PART VI, LINE 4 HERE ARE THE CHANGES TO THE ORGANIZATION'S BYLAWS: SECTION 1: A SENTENCE WAS ADDED ALLOWING US TO DESIGNATE OTHER PLAN-B LOCATIONS IF THIS IS EVERY NEEDED WITHOUT AMENDING THE BYLAWS. SECTION 2.2: ANY DIRECTOR WHOSE TERM EXPIRES WITHOUT A REPLACEMENT BEING NAMED REMAINS A DIRECTOR UNTIL THEIR REPLACEMENT IS APPOINTED. THE ROLES OF THE ARTISTIC AND MANAGING DIRECTORS WILL BE NON-VOTING BOARD MEMBERS AND EXCUSED FROM ANY DECISION-MAKING PROCESSES WHICH AFFECT THEIR COMPENSATION OR ANYTHING OF THAT NATURE. THERE IS NO NEED TO MAKE ANY CHANGES TO OUR CONFLICT-OF-INTEREST POLICIES. SECTION 2.3: A BOARD MEMBER MAY BE REMOVED WITH OR WITHOUT CAUSE BY A MAJORITY VOTE. A BOARD MEMBER WHO IS REMOVED HAS THE RIGHT TO INFORM THE UTAH DEPARTMENT OF CORPORATIONS THAT THEY ARE NO LONGER ON THE BOARD. SECTION 2.5: THIS SECTION NOW DESIGNATES THE BOARD WILL MEET AT LEAST ONE TIME DURING THE YEAR. SECTION 2.9: CLARIFIES THE POSITIONS OF CHAIRPERSON, SECRETARY, AND TREASURER AND VICE-CHAIR OR CO-CHAIR IF NEEDED. OFFICERS ARE ELECTED BY MAJORITY VOTE FOR A ONE-YEAR TERM AND CAN BE SUCCESSIVELY ELECTED. SECTION 2.10: ADDS A DESCRIPTION OF THE DUTIES OF THE CHAIRPERSON. THE DESCRIPTIONS OF DUTIES OF SECRETARY AND TREASURER HAVE BEEN MOVED FROM A FORMER SECTION TO THIS SECTION IN ORDER TO CLARIFY THAT THESE ARE BOARD OFFICERS NOT CORPORATE OFFICERS. SECTION 2.12: IN VIRTUAL MEETINGS, EVERYONE MUST BE ABLE TO BE SEEN AND HEARD BY EVERYONE ELSE IN ATTENDANCE. SECTION 2.13: THIS SECTION CLARIFIES WHAT IT MEANS TO HAVE A DOCUMENT SIGNED. IF SOMEONE RESPONDS BY EMAIL AND TYPES THEIR NAME, IT WILL COUNT AS SIGNED. SECTION 2.17: THIS SECTION ALLOWS DURING A TRUE EMERGENCY, WHOEVER CAN SHOW UP TO A MEETING CAN MAKE DECISIONS WITH LESS THAN A QUORUM. SECTION 3.1: DESIGNATES AN ARTISTIC DIRECTOR AND A MANAGING DIRECTOR. IF OTHER OFFICERS ARE NEEDED, THEY MAY BE DESIGNATED BY THE BOARD. ANYONE WHO IS A BOARD MEMBER HAS A FIDUCIARY DUTY TO THE ORGANIZATION. THIS MEANS THE PERSON IS MAKING DECISIONS WITH THE BEST INTERESTS OF THE ORGANIZATION IN MIND AND NOT AN INDIVIDUAL. ALL CORPORATE OFFICERS ALSO HAVE FIDUCIARY OBLIGATIONS. THIS DUTY WILL APPLY TO ALL FUTURE OFFICERS. SECTION 3.3: OFFICERS CAN BE COMPENSATED BUT CANNOT VOTE ON THEIR OWN COMPENSATION. SECTION 3.6: THIS SECTION CLARIFIES THE RESPONSIBILITIES OF THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR. A STATEMENT WILL BE ADDED TO CLARIFY THAT THE POSITIONS ARE EQUAL IN RESPONSIBILITY AND COMPENSATION AND EACH REPORTS TO THE BOARD OF DIRECTORS AND NOT TO EACH OTHER. SECTION 4.1: THIS SECTION LAYS OUT INDEMNIFICATION OF BOARD MEMBERS FROM PERSONAL LIABILITY IF THE ORGANIZATION IS SUED FOR ANY REASON. LEGAL FEES WILL BE COVERED BY THE CORPORATION. SECTION 4.2: STATES IF THE CORPORATION HAS SUFFICIENT FUNDS OR INSURANCE, THE ORGANIZATION SHALL INDEMNIFY BOARD MEMBERS UP TO WHAT IS PERMITTED BY LAW. SECTION 6.4: THE IRS SAYS AS A CHARITABLE ORGANIZATION WE ARE RESPONSIBLE TO ENSURE ANY MONIES RECEIVED ARE SPENT IN A MANNER APPROPRIATE FOR OUR CHARITABLE PURPOSES. THIS SECTION RESERVES THE RIGHT TO INFORM A DONOR THAT THE ORGANIZATION WILL DO ITS BEST TO ENSURE THE FUNDS ARE SPENT IN THE WAY THE DONOR REQUESTS BUT ULTIMATELY THE DECISION REMAINS WITH THE ORGANIZATION. THIS IS DIFFERENT IF WE SPECIFICALLY APPLY FOR A GRANT. THIS DEALS WITH ANONYMOUS OR LARGE DONATIONS FROM INDIVIDUALS THAT ARE NOT EXPECTED. SECTION 6.8: DEALS WITH HOW TO AMEND, ALTER OR REPEAL THE BYLAWS OR ADOPT NEW BYLAWS IN THE FUTURE. A BOARD MAJORITY CAN AMEND THE BYLAWS. THE UTAH NONPROFIT CORPORATIONS ACT IS VERY PERMISSIVE IN TERMS OF WHAT IT ALLOWS IN BYLAWS AND HOW ORGANIZATIONS ARE STRUCTURED. WE SHOULD NOT BE AFRAID TO CHANGE OR AMEND BYLAWS. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED. IN ADDITION, THE FORM 990 IS REVIEWED IN DETAIL BY THE MANAGING DIRECTOR AND BY THE BOARD TREASURER. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND OFFICERS. EACH INDIVIDUAL SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED OR THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, AN INDIVIDUAL HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR BOARD OR COMMITTEE DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. IN ADDITION, THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND MAY NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE MANAGING DIRECTOR AND THE PRODUCING DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE MANAGING DIRECTOR AND THE PRODUCING DIRECTOR DO NOT VOTE ON THEIR OWN COMPENSATION. THE ORGANIZATION IS AWARE OF THE MARKET RATES FOR SIMILAR POSITIONS, BUT DOES NOT PERFORM A FORMAL ANALYSIS AS THE ORGANIZATION COULD NOT AFFORD TO COMPENSATE ITS DIRECTORS AT MARKET RATES. DELIBERATION AND DETERMINATION OF DIRECTOR COMPENSATION IS DOCUMENTED AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE MANAGING DIRECTOR AND THE PRODUCING DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE MANAGING DIRECTOR AND THE PRODUCING DIRECTOR DO NOT VOTE ON THEIR OWN COMPENSATION. THE ORGANIZATION IS AWARE OF THE MARKET RATES FOR SIMILAR POSITIONS, BUT DOES NOT PERFORM A FORMAL ANALYSIS AS THE ORGANIZATION COULD NOT AFFORD TO COMPENSATE ITS DIRECTORS AT MARKET RATES. DELIBERATION AND DETERMINATION OF DIRECTOR COMPENSATION IS DOCUMENTED AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICES.