2020-05-07T15:45:41-05:00 2019-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2018-07-01 560591306 THEATRE CHARLOTTE INC THEA 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 RON LAW EXECUTIVE DIRECTOR 7043763777 2020-03-28 1 PAULA P TILLEY P00051456 7043770239 2020-03-28 66.77.128.118 2020-03-28 17:25:28 ED P 8F2694D5BE48D25F841404A5D75975188A9EA7FC A99ACF2ED7C0462BB94400D152BBDC69A994F797 2018 2020-09-23 17:36:50Z THEATRE CHARLOTTE RON LAW 501 QUEENS ROAD CHARLOTTE NC 28207 690754 0 X WWW.THEATRECHARLOTTE.ORG X 1929 NC TO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION. 30 30 4 560 0 0 253509 261956 374461 365215 230 -185 28352 33470 656552 660456 0 0 0 0 291135 306669 0 0 73813 378937 376277 670072 682946 -13520 -22490 325520 299891 268090 264867 57430 35024 X THEATRE CHARLOTTE IS A VOLUNTEER-BASED COMMUNITY THEATRE DEDICATED TO CREATING OUTSTANDING THEATRE OPPORTUNITIES ACCESSABLE AND RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION. 0 0 500517 365215 THEATRE CHARLOTTE'S MISSION IS "TO CREATE OUTSTANDING THEATRE OPPORTUNITIES ACCESSIBLE AND RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION." THEATRE CHARLOTTE'S FY19 PROGRAMMING INCLUDED THE MAIN STAGE SERIES OF 5 PRODUCTIONS, OUR ANNUAL HOLIDAY PRODUCTION, GRAND NIGHTS FOR SINGING, AND OUR 2 SUMMER YOUTH INTENSIVES. THE MAIN STAGE SERIES INCLUDED THE PETER AND THE STARCATCHER, THE PHILADELPHIA STORY, AIN'T MISBEHAVIN', TERMS OF ENDEARMENT AND THE MUSICAL THE PRODUCERS. FOR THE 12TH CONSECUTIVE SEASON, WE PRODUCED A CHRISTMAS CAROL. OUR 2 SUMMER YOUTH INTENSIVES INCLUDED TCJR, AGES 9-14 AND THE STUDENT THEATRE GUILD, AGES 14 THROUGH COLLEGE. BOTH ARE MODELED AFTER PROFESSIONAL SUMMER STOCK. TCJR REHEARSED AND PERFORMED BEAUTY AND THE BEAST JR. STG REHEARSED AND PERFORMED YOUNG FRANKENSTEIN. GRAND NIGHTS FOR SINGING PERFORMED A CABARET EVENT IN JANUARY. OUR PRODUCTIONS FEATURE DIVERSE CASTS IN TERMS OF RACE, ETHNICITY, GENDER AND AGE. WE POST THE FOLLOWING STATEMENT ON ALL AUDITION NOTICES: THEATRE CHARLOTTE IS COMMITTED TO DIVERSITY ON OUR STAGE AND IN OUR AUDIENCE. PEOPLE OF COLOR ARE ENCOURAGED TO AUDITION. 500517 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NANCY WILSON 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 SUE GORMAN PRESIDENT 3.00 X X 0 0 0 DIANA WAKEFIELD PRESIDENT-ELECT 2.00 X X 0 0 0 STEVE ALLEN VICE PRESIDENT 2.00 X X 0 0 0 KATHY GIANNUZZI TREASURER 2.00 X X 0 0 0 STEVEN WILSON SECRETARY 2.00 X X 0 0 0 CHRIS BATESON BOARD MEMBER 1.00 X 0 0 0 ALLYSON COLACO BOARD MEMBER 1.00 X 0 0 0 MICHAEL DEPALMA BOARD MEMBER 1.00 X 0 0 0 SARA DOWNING BOARD MEMBER 1.00 X 0 0 0 JENN GRABENSTETTER BOARD MEMBER 1.00 X 0 0 0 KATHERINE GRAHAM BOARD MEMBER 2.00 X 0 0 0 MEREDITH JEFFRIES BOARD MEMBER 1.00 X 0 0 0 KATHY-LINE KELLY BOARD MEMBER 1.00 X 0 0 0 SHIRLEY LAMM BOARD MEMBER 2.00 X 0 0 0 KEITH LOGAN BOARD MEMBER 1.00 X 0 0 0 PAIGE LONG BOARD MEMBER 1.00 X 0 0 0 CHERIE MCDONALD BOARD MEMBER 1.00 X 0 0 0 DANNY MILLER BOARD MEMBER 1.00 X 0 0 0 JENNY MITCHELL BOARD MEMBER 1.00 X 0 0 0 BRIAN O'LAUGHLIN BOARD MEMBER 1.00 X 0 0 0 KIM PARATI BOARD MEMBER 1.00 X 0 0 0 DALE PIERCE BOARD MEMBER 1.00 X 0 0 0 JOSH PITTMAN BOARD MEMBER 1.00 X 0 0 0 KATHERINE RICHEY BOARD MEMBER 1.00 X 0 0 0 BRITTANY ROLFE BOARD MEMBER 1.00 X 0 0 0 VIC SAYEGH BOARD MEMBER 1.00 X 0 0 0 PAM STOWE BOARD MEMBER 1.00 X 0 0 0 DANA SWIMMER BOARD MEMBER 1.00 X 0 0 0 MOLLY BURTON TULL BOARD MEMBER 1.00 X 0 0 0 HUNT WOFFORD BOARD MEMBER 1.00 X 0 0 0 RON LAW EXECUTIVE DIRECTOR 40.00 X 78300 0 2473 78300 0 2473 0 0 0 0 0 90650 33330 137976 261956 TICKET SALES 711110 241219 241219 SEASON TICKETS 711110 72935 72935 CONCESSIONS 711110 37911 37911 STUDENT THEATRE GUILD 711110 8250 8250 FACILITY RENTALS 711110 4900 4900 365215 343 343 528 -528 -528 -528 61552 33330 29770 31782 31782 PLAYBILL 541800 1688 1688 1688 660456 328807 0 69693 79982 39991 23995 15996 178928 106126 30894 41908 5076 3018 866 1192 29426 16667 6156 6603 13257 7895 2245 3117 10826 10826 7700 6545 1155 39883 39883 21867 18587 3280 19698 17728 1970 9049 8144 905 19832 17849 1983 15894 13987 1907 PRODUCTION COSTS 174246 174246 REPAIRS & MAINTENANCE 29430 26487 2943 CONCESSIONS 20361 20361 MISCELLANEOUS 7491 1590 4184 1717 682946 500517 108616 73813 49630 49434 6728 7149 30694 15671 524836 302817 229631 222019 8837 5618 325520 299891 14871 22918 55433 60210 197786 181739 268090 264867 X 21350 -12026 32960 43930 3120 3120 57430 35024 325520 299891 -22490 83 0 X 0 1 X 1 0 X 206202 237839 216716 253509 261956 1176222 206202 237839 216716 253509 261956 1176222 1176222 363 365 327 230 343 1628 42831 48854 56929 62573 63240 274427 1452277 1903600 0.80990 0.80150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38495 10970 93 10 49548 14698 23305 502 10 38495 18081 423 3795 11 14698 3670 14250 172 11 18081 3668 26 24 3670 0.88660 0.06300 0.05040 1 0 1500 1500 456498 254052 202446 66838 48765 18073 222019 X 660539 83 83 660456 0 660456 682945 0 682945 0 682945 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, 2019 AND 2018. 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. BROADWAY BALL 94882 33330 61552 1600 24000 200 3970 94882 33330 61552 1600 24000 200 3970 29770 31782 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.