2017-05-15T07:31:54-05:00 2016-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2015-07-01 560591306 THE LITTLE THEATRE OF CHARLOTTE INC DBA THEATRE CHARLOTTE LITT 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 RON LAW EXECUTIVE DIRECTOR 7043763777 2017-05-11 1 PAULA P TILLEY P00051456 7043770239 2017-05-11 2015 2021-01-29 14:40:06Z THEATRE CHARLOTTE RON LAW 501 QUEENS ROAD CHARLOTTE NC 28207 676947 0 X WWW.THEATRECHARLOTTE.ORG X 1929 NC TO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION. 20 20 5 1000 0 0 206202 237839 385014 389555 447 699 25202 22840 616865 650933 0 0 0 0 272472 284751 0 0 72769 318239 357165 590711 641916 26154 9017 380870 365847 315304 291425 65566 74422 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 460049 389555 THEATRE CHARLOTTE'S MISSION IS "TO CREATE OUTSTANDING THEATRE OPPORTUNITIES ACCESSIBLE AND RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION."THEATRE CHARLOTTE'S FY16 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 LA CAGE AUX FOLLES, THE THRILLER DRACULA, THE COMEDY THE IMPORTANCE OF BEING EARNEST, THE DRAMA THE MIRACLE WORKER AND THE MUSICAL THE ADDAMS FAMILY. FOR THE 9TH 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 DISNEY'S ALICE AND WONDERLAND JR, WITH 40 PARTICIPANTS. STG REHEARSED AND PERFORMED THE DROWSY CHAPERONE WITH 26 PARTICIPANTS. PARTICIPATION IS BY AUDITION ONLY. ALL THE STUDENTS REPRESENTED OVER 30 MIDDLE SCHOOLS, HIGH SCHOOLS AND COLLEGES AND UNIVERSITIES. GRAND NIGHTS FOR SINGING PERFORMED 3 CABARET EVENTS WHICH WERE WELL-ATTENDED: BACKWARDS BROADWAY, CAROLINE, OR CHANGE AND LIGHT IN THE PIAZZA. 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. 460049 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 BOARD MEMBER 1.00 X 0 0 0 CATHERINE UPCHURCH BOARD MEMBER 1.00 X 0 0 0 CHERIE MCDONALD BOARD MEMBER 1.00 X 0 0 0 DAVID MITCHELL PAST PRESIDENT 2.00 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 GEORGE HARRISON PRESIDENT 3.00 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 KEVIN CHAPMAN VICE-PRESIDENT 2.00 X X 0 0 0 MICHAEL DEPALMA SECRETARY 2.00 X X 0 0 0 MICHELE MELCHIOR BOARD MEMBER 2.00 X 0 0 0 SUE GORMAN BOARD MEMBER 1.00 X 0 0 0 TODD TAYLOR BOARD MEMBER 1.00 X 0 0 0 KATHY-LINE KELLY 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 PAIGE JOHNSTON THOMAS BOARD MEMBER 1.00 X 0 0 0 MOLLY BURTON TULL BOARD MEMBER 1.00 X 0 0 0 RON LAW EXECUTIVE DIRECTOR 40.00 X 69000 0 2010 69000 0 2010 0 0 0 0 0 95496 18625 123718 237839 TICKET SALES 711110 261542 261542 SEASON TICKETS 711110 64168 64168 CONCESSIONS 711110 39645 39645 STUDENT THEATRE GUILD 711110 16470 16470 FACILITY RENTALS 711110 7730 7730 389555 699 699 48095 18625 26014 22081 22081 PLAYBILL 541800 759 759 759 650933 350669 0 62425 68476 27390 20543 20543 174990 109722 28200 37068 4441 2760 685 996 20162 11230 3965 4967 16682 9229 3323 4130 10361 10361 12 12 8400 7560 840 42029 42029 33765 28700 5065 17833 16050 1783 1951 1951 10879 9791 1088 22766 20489 2277 14674 13207 1467 PRODUCTION COSTS 151352 151352 CONCESSIONS 21083 21083 REPAIRS & MAINTENANCE 18007 16206 1801 MISCELLANEOUS 4053 4053 641916 460049 109098 72769 55530 50801 3131 11455 33731 32288 813080 546408 284808 266672 3670 4631 380870 365847 19783 10291 55606 54702 239915 226432 315304 291425 X 55796 57852 7450 13450 2320 3120 65566 74422 380870 365847 9017 -161 0 X 0 1 X 1 0 X 221652 254790 207622 206202 237839 1128105 221652 254790 207622 206202 237839 1128105 1128105 58 67 159 363 365 1012 125 1100 1225 15251 21096 26089 42831 48854 154121 1284463 1707073 0.87830 0.89740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3670 14250 172 11 18081 3668 26 24 3670 3227 465 24 3668 2925 327 25 3227 3010 -62 23 2925 0.74390 0.17250 0.08360 1 0 1500 1500 701289 440917 260372 110291 105491 4800 266672 X 672880 -161 22120 21959 650921 12 12 650933 664024 22120 22120 641904 12 12 641916 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. AS OF JUNE 30, 2016, THE TAX YEARS ENDED JUNE 30, 2013 THROUGH 2016 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2016 AND 2015. 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 66720 18625 48095 1625 19222 2500 2667 66720 18625 48095 1625 19222 2500 2667 26014 22081 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS CHERIE MCDONALD AND CATHERINE UPCHURCH ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11 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.