2018-03-08T14:27:52-06:00 2017-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2016-07-01 560591306 THE LITTLE THEATRE OF CHARLOTTE INC DBA THEATRE CHARLOTTE LITT 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 RON LAW EXECUTIVE DIRECTOR 7043763777 2018-01-30 1 PAULA P TILLEY P00051456 7043770239 2018-01-30 74.84.220.245 2018-01-30 20:50:39 ES P 75BA22E299E49CDAEFBE92C631FC151631C2C228 5196AD8291ADB958EAB2236EDD1B088D74C5C0CC 2016 2021-01-29 14:40:06Z THEATRE CHARLOTTE RON LAW 501 QUEENS ROAD CHARLOTTE NC 28207 658207 0 X WWW.THEATRECHARLOTTE.ORG X 1929 NC TO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION. 20 20 5 0 0 0 237839 216716 389555 384235 699 -39 22840 30291 650933 631203 0 0 0 0 284751 297503 0 0 68167 357165 338075 641916 635578 9017 -4375 365847 348748 291425 278289 74422 70459 X THEATRE CHARLOTTE IS A VOLUNTEER-BASED COMMUNITY THEATRE DEDICATED TO CREATING OUTSTANDING THEATRE OPPORTUNITIES RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION. 0 0 456669 349298 THEATRE CHARLOTTE'S MISSION IS "TO CREATE OUTSTANDING THEATRE OPPORTUNITIES ACCESSIBLE AND RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION."THEATRE CHARLOTTE'S FY17 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 MUSICAL "SATURDAY NIGHT FEVER," THE CLASSIC COMEDY "YOU CAN'T TAKE IT WITH YOU," THE COMEDY "CRIMES OF THE HEART," THE DRAMA "A RAISIN IN THE SUN AND THE MUSICAL "MEMPHIS." FOR THE 10TH 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 "THE LION KING, JR." STG REHEARSED AND PERFORMED "CRY-BABY." GRAND NIGHTS FOR SINGING PERFORMED ONE CABARET EVENT IN FEBRUARY. WE ALSO PRODUCED, ALONG WITH DIFFERENT ROADS HOME, "SORDID LIVES," WHICH WAS PRESENTED AT SPIRIT SQUARE, A LOCAL PERFORMANCE SPACE. 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. 456669 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 49 0 1 5 1 0 0 0 0 0 1 1 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 X NANCY WILSON 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 BRANDON WILLIAMS VICE PRESIDENT 2.00 X X 0 0 0 CATHERINE UPCHURCH BOARD MEMBER 1.00 X 0 0 0 CHERIE MCDONALD BOARD MEMBER 1.00 X 0 0 0 GEORGE HARRISON PRESIDENT 3.00 X X 0 0 0 DAVID SNIDER BOARD MEMBER 1.00 X 0 0 0 DREW BRANHAM BOARD MEMBER 1.00 X 0 0 0 EMORY GASH BOARD MEMBER 1.00 X 0 0 0 SUE GORMAN PRESIDENT-ELECT 2.00 X X 0 0 0 JOSH PITTMAN BOARD MEMBER 1.00 X 0 0 0 KAREN HUMPHRIES TREASURER 2.00 X X 0 0 0 MICHELE MELCHIOR AT-LARGE 2.00 X X 0 0 0 MICHAEL DEPALMA SECRETARY 2.00 X X 0 0 0 KATHY-LINE KELLY BOARD MEMBER 1.00 X 0 0 0 PAIGE JOHNSTON THOMAS BOARD MEMBER 1.00 X 0 0 0 NADINE MELKA BOARD MEMBER 1.00 X 0 0 0 TODD TAYLOR BOARD MEMBER 1.00 X 0 0 0 MOLLY BURTON TULL BOARD MEMBER 1.00 X 0 0 0 SHIRLEY LAMM BOARD MEMBER 1.00 X 0 0 0 CLAIRE TAYLOR BOARD MEMBER 1.00 X 0 0 0 STEVEN WILSON BOARD MEMBER 1.00 X 0 0 0 RON LAW EXECUTIVE DIRECTOR 40.00 X 69000 0 2448 69000 0 2448 0 0 0 0 0 93801 13300 109615 216716 TICKET SALES 711110 258165 258165 SEASON TICKETS 711110 73155 73155 CONCESSIONS 711110 38015 38015 STUDENT THEATRE GUILD 711110 10000 10000 FACILITY RENTALS 711110 4900 4900 384235 327 327 366 -366 -366 -366 53485 13300 26638 26847 26847 PLAYBILL 541800 3444 3444 3444 631203 349298 0 65189 81163 35765 22699 22699 178440 117580 29040 31820 4573 3068 715 790 21261 12485 4267 4509 12066 8141 1862 2063 10460 10460 11 11 8400 7560 840 31886 31886 34405 29244 5161 18210 16389 1821 1645 1645 10346 9311 1035 22065 19417 2648 12076 10868 1208 PRODUCTION COSTS 150118 150118 CONCESSIONS 19588 19588 REPAIRS & MAINTENANCE 15115 12848 2267 MISCELLANEOUS 3750 2625 1125 635578 456669 110742 68167 50801 50153 11455 6864 32288 41171 789488 543971 266672 245517 4631 5043 365847 348748 10291 16791 54702 49171 226432 212327 291425 278289 X 57852 47334 13450 20005 3120 3120 74422 70459 365847 348748 -4375 412 0 X 0 1 X 1 0 X 254790 207622 206202 237839 216716 1123169 254790 207622 206202 237839 216716 1123169 1123169 67 159 363 365 327 1281 1100 1100 21096 26089 42831 48854 56929 195799 1321349 1824338 0.85000 0.87830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18081 0 423 3795 11 14698 3670 14250 172 11 18081 3668 26 24 3670 3227 465 24 3668 2925 327 25 3227 0.65690 0.21230 0.13080 1 0 1500 1500 682616 449015 233601 105372 94956 10416 245517 X 654090 412 22120 22532 631558 11 -366 -355 631203 658053 22120 366 22486 635567 11 11 635578 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, 2017 AND 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS -366. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSET 366. 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 66785 13300 53485 1625 18796 700 5517 66785 13300 53485 1625 18796 700 5517 26638 26847 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS CHERIE MCDONALD AND CATHERINE UPCHURCH ARE SISTERS. 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.