HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-03
- IRS object ID
- 201510629349200711
- Schema version
- 2013v4.0
- 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 | 2015-03-03T11:19:23-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 E Morehead Street Ste 100 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 282022767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581967346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historic Charlotte Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 7042660328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 West Tremont Ave | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andy Largen | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Lancaster | PreparerPersonNm |
| PTIN | P00096087 | PTIN |
| Phone | 7043721515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.historiccharlotte.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $38,976 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,012 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $17,342 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,818 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $9,524 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $539 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$539 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $622 | OtherRevenueTotalAmt |
| Total Revenue | $30,619 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $20,725 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,565 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3,127 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $11,899 | OtherExpensesTotalAmt |
| Total Expenses | $37,316 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,697 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $8,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,730 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,427 | BOYAmt |
| EOY | $1,730 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,427 | BOYAmt |
| EOY | $1,730 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,427 | BOYAmt |
| EOY | $1,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Promote historic preservation | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $31,833 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,833 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Timothy Britt | ||
| Director | 1.00 | $0 |
| Nicole McBeth | ||
| Executive Direc | 24.00 | $16,672 |
| Susan Davis | ||
| Director | 1.00 | $0 |
| Carrie Frye | ||
| Director | 1.00 | $0 |
| Kristen Day | ||
| Director | 1.00 | $0 |
| Neel Ellison | ||
| Director | 1.00 | $0 |
| Terri Arrowood | ||
| Director | 1.00 | $0 |
| Nathan Adams | ||
| Director | 1.00 | $0 |
| John Kincheloe | ||
| Director | 1.00 | $0 |
| Cliff McMackin | ||
| Director | 1.00 | $0 |
| Craig Spitzer | ||
| Secretary | 1.00 | $0 |
| Kevin Monroe | ||
| Director | 1.00 | $0 |
| Candice Williams | ||
| Director | 0 | $0 |
| John Howard | ||
| Director | 1.00 | $0 |
| Seth Hudson | ||
| President | 1.00 | $0 |
| Mary Beth Navarro | ||
| Vice President | 1.00 | $0 |
| Andy Largen | ||
| Treasurer | 1.00 | $0 |
| Emily Makas | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Historic Charlotte Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 West Tremont Ave Ste 200 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043756145 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $42,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,012 | CurrentTaxYearAmt |
| Total | $281,814 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,012 | CurrentTaxYearAmt |
| Total | $281,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $281,814 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $529 | CurrentTaxYearMinus4YearsAmt |
| Total | $529 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $1,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $622 | CurrentTaxYearAmt |
| Total | $3,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $285,727 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $84,838 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Blast for the Past | NameOfEvent1Amt |
| Gross Receipts Event1 | $16,692 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,692 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,818 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,692 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,692 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,818 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,818 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,874 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | Miscellaneous $622 |
| Other Expenses.1012 | Insurance $1578 |
| Other Expenses.1 | Website $4994 |
| Other Expenses.3 | Dues and subscriptions $1780 |
| Other Expenses.4 | Miscellaneous $1607 |
| Other Expenses.5 | Program Expenses $765 |
| Other Expenses.6 | Telephone $580 |
| Other Expenses.7 | Supplies $470 |
| Other Expenses.8 | Parking $125 |
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