THEATRE CHARLOTTE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THEATRE CHARLOTTE INC (EIN 56-0591306)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349302677
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:54:59-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560591306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LITTLE THEATRE OF CHARLOTTE INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA THEATRE CHARLOTTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 7043763777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 QUEENS ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT MACDONALD | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 7043763777 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOT | PersonFirstNm |
| Person Last | MACDONALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEATRE CHARLOTTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOT MACDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 QUEENS ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,332,168 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEATRECHARLOTTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 485 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $598,049 | PYContributionsGrantsAmt |
| CY Contributions Grants | $399,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,211 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $364,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,249 | PYInvestmentIncomeAmt |
| CY Investment Income | $870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $729,235 | PYOtherRevenueAmt |
| CY Other Revenue | $567,560 | CYOtherRevenueAmt |
| PY Total Revenue | $1,439,744 | PYTotalRevenueAmt |
| CY Total Revenue | $1,332,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $241,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $294,482 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,649 | PYOtherExpensesAmt |
| CY Other Expenses | $961,894 | CYOtherExpensesAmt |
| PY Total Expenses | $816,334 | PYTotalExpensesAmt |
| CY Total Expenses | $1,256,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $623,410 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $75,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,747,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,529,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $642,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $348,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,104,962 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,181,395 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THEATRE CHARLOTTE IS A VOLUNTEER-BASED COMMUNITY THEATRE DEDICATED TO CREATING OUTSTANDING THEATRE OPPORTUNITIES RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $909,988 | ExpenseAmt |
| Revenue | $364,366 | RevenueAmt |
| Desc | CONSTRUCTION WAS FINISHED LATE IN 2022, AND AFTER RESCHEDULING THE FIRST TWO SCHEDULED SHOWS, WE WERE ABLE TO BE BACK IN OUR BUILDING FOR "A CHRISTMAS CAROL" IN DECEMBER. IN JANUARY, WE PRODUCED "SOMETHING ROTTEN", IN MARCH, "MISERY" (RESCHEDULED FROM OCTOBER), "PIPPIN" IN APRIL, "PICASSO" AT THE LAPIN AGILE IN MAY, "DETROIT 67 AND "I AND YOU" IN JUNE. | Desc |
| Total Program Service Expenses | $909,988 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043763777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 QUEENS ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHRIS TIMMONS | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $92,167 | $0 | $4,167 |
| DIANA WAKEFIELD | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNY MITCHELL | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE OLEXA | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLISON HUGHES | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRAH MCCARTY | ||||||
| CO-PRESIDENT (INCOMING) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY O'BRIEN | ||||||
| CO-PRESIDENT (INCOMING) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORLIS ANGELA HAYES PHD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB HUDSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH LOGAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IRIS DEWITT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BATESON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE ROTH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIC SAYEGH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER SWINDELLS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,167 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,167 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $150,000 | FederatedCampaignsAmt |
| All Other Contributions | $249,372 | AllOtherContributionsAmt |
| Total Contributions | $399,372 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $262,436 | $262,436 |
| SEASON TICKETS | 711110 | $63,255 | $63,255 |
| CONCESSIONS INCOME | 711110 | $38,675 | $38,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $364,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $870 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE SETTLEMENT | 900099 | $547,315 | $547,315 |
| MISCELLANEOUS | 900099 | $20,245 | $20,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $567,560 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,332,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $932,796 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,313 | TotalAmt |
| Program Services | $31,725 | ProgramServicesAmt |
| Management And General | $23,794 | ManagementAndGeneralAmt |
| Fundraising | $23,794 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,333 | TotalAmt |
| Program Services | $71,700 | ProgramServicesAmt |
| Management And General | $66,696 | ManagementAndGeneralAmt |
| Fundraising | $37,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,806 | TotalAmt |
| Program Services | $8,031 | ProgramServicesAmt |
| Management And General | $7,228 | ManagementAndGeneralAmt |
| Fundraising | $4,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,030 | TotalAmt |
| Program Services | $7,700 | ProgramServicesAmt |
| Management And General | $6,751 | ManagementAndGeneralAmt |
| Fundraising | $4,579 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,601 | TotalAmt |
| Management And General | $16,601 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,723 | TotalAmt |
| Program Services | $17,723 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,400 | TotalAmt |
| Management And General | $7,140 | ManagementAndGeneralAmt |
| Fundraising | $1,260 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,076 | TotalAmt |
| Program Services | $22,568 | ProgramServicesAmt |
| Management And General | $2,508 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,786 | TotalAmt |
| Program Services | $11,507 | ProgramServicesAmt |
| Management And General | $1,279 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,657 | TotalAmt |
| Program Services | $74,498 | ProgramServicesAmt |
| Management And General | $10,159 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,174 | TotalAmt |
| Program Services | $14,557 | ProgramServicesAmt |
| Management And General | $1,617 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTAINANC | $580,080 | $493,068 | $87,012 | $0 |
| PRODUCTION COSTS | $153,498 | $153,498 | $0 | $0 |
| MISCELLANOUS | $42,941 | $0 | $30,059 | $12,882 |
| TRAVEL & PUBLICATIONS | $3,634 | $3,089 | $545 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324 | TotalAmt |
| Program Services | $324 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256,376 | TotalAmt |
| Program Services | $909,988 | ProgramServicesAmt |
| Management And General | $261,389 | ManagementAndGeneralAmt |
| Fundraising | $84,999 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,622 | BOYAmt |
| EOY | $680,959 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,729 | BOYAmt |
| EOY | $37,152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,603 | BOYAmt |
| EOY | $31,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,116,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $343,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,002 | BOYAmt |
| EOY | $773,334 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,291 | BOYAmt |
| EOY | $6,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,247 | BOYAmt |
| EOY | $1,529,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,718 | BOYAmt |
| EOY | $31,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,842 | BOYAmt |
| EOY | $51,795 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,725 | BOYAmt |
| EOY | $265,383 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,285 | BOYAmt |
| EOY | $348,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,842 | BOYAmt |
| EOY | $1,125,475 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,120 | BOYAmt |
| EOY | $55,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,962 | BOYAmt |
| EOY | $1,181,395 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,247 | BOYAmt |
| EOY | $1,529,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $75,792 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $641 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $598,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,372 | CurrentTaxYearAmt |
| Total | $2,033,135 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $598,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,372 | CurrentTaxYearAmt |
| Total | $2,033,135 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,850 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,004,285 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $387 | CurrentTaxYearMinus2YearsAmt |
| Total | $931 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,085 | CurrentTaxYearAmt |
| Total | $140,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,174,245 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,242,206 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $657 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16 | AdministrativeExpensesAmt |
| End Year Balance | $6,932 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,345 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,037 | OtherExpendituresAmt |
| Administrative Expenses | $17 | AdministrativeExpensesAmt |
| End Year Balance | $6,291 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,286 | BeginningYearBalanceAmt |
| Contributions | $2,409 | ContributionsAmt |
| Investment Earnings Or Losses | $1,668 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18 | AdministrativeExpensesAmt |
| End Year Balance | $27,345 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,548 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,302 | OtherExpendituresAmt |
| Administrative Expenses | $14 | AdministrativeExpensesAmt |
| End Year Balance | $23,286 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,495 | BeginningYearBalanceAmt |
| Contributions | $10,970 | ContributionsAmt |
| Investment Earnings Or Losses | $93 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10 | AdministrativeExpensesAmt |
| End Year Balance | $38,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45009 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54991 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,500 | OtherCostOrOtherBasisAmt |
| Book Value | $1,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,107 | DepreciationAmt |
| Book Value | $243,155 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $628,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,110 | DepreciationAmt |
| Book Value | $528,679 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $773,334 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $761,731 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $641 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $641 | RevenueNotReportedAmt |
| Revenue Subtotal | $761,090 | RevenueSubtotalAmt |
| Other Revenues Not Included | $571,078 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $571,078 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,332,168 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $685,296 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $685,296 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $571,080 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $571,080 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,256,376 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE THEATRE IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE THEATRE RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2023 AND 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE SETTLEMENT 571,078. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE SETTLEMENT 571,080. |
| FORM 990, PART V, LINE 4 | USE OF ENDOWMENT FUNDS CONTRIBUTIONS TO THE TRUST ARE TO BE INVESTED IN PERPETUITY. INCOME EARNED CAN BE USED FOR GENERAL EXPENSES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THEATRE CHARLOTTE'S FORM 990 WAS REVIEWED IN DETAIL BY THE DIRECTOR OF BUSINESS AND A MEMBER OF THE BOARD'S FINANCE COMMITTEE. A HIGHER LEVEL PRESENTATION OF THE FORM 990 WAS CONDUCTED AT A MEETING OF THE BOARD OF DIRECTORS. THE FORM 990 WAS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE THEATRE'S CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND MANAGEMENT EMPLOYEES. EACH BOARD MEMBER AND OFFICER IS REQUIRED TO ANNUALLY COMPLETE AN ACKNOWLEDGEMENT OF THE THEATRE'S CONFLICT OF INTEREST POLICY. IN ACCORDANCE WITH THE THEATRE'S POLICY: IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE BOARD MEMBER OR MANAGEMENT EMPLOYEE MUST DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD OF DIRECTORS. FURTHER, THE BOARD MEMBER SHALL NOT VOTE ON ANY CONTRACT OR GRANT, AND NO MANAGEMENT EMPLOYEE SHALL PARTICIPATE IN THE SOLICITATION, NEGOTIATION, FORMATION, AWARD, ARBITRATION, MODIFICATION, OR SETTLEMENT OF ANY CONTRACT OR GRANT WHEN THE BOARD MEMBER OR MANAGEMENT EMPLOYEE STANDS TO BENEFIT, EITHER DIRECTLY OR INDIRECTLY FROM SUCH CONTRACT OR GRANT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE SHALL SET THE COMPENSATION OF THE EXECUTIVE DIRECTOR, SUBJECT TO THE BOARD'S REVIEW AND APPROVAL. THE PRESIDENT, WITH ASSISTANCE FROM THE GOVERNANCE CHAIR ANNUALLY COORDINATES A FORMAL WRITTEN REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE WHICH INCLUDES FEEDBACK FROM THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DETERMINING APPROPRIATE COMPENSATION WHICH IS VOTED ON BY THE FULL BOARD DURING THE ANNUAL BUDGETING PROCESS AND APPROVAL. THE THEATRE DOES NOT HAVE OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE THEATRE'S BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLE-BLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Comments