THEATRE CHARLOTTE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THEATRE CHARLOTTE INC (EIN 56-0591306)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-12
IRS object ID
201401329349301635
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2014-05-12T10:35:53-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN561434747EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREERWALKER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST TRADE ST SUITE 1100AddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN560591306EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LITTLE THEATRE OF CHARLOTTE INCBusinessNameLine1
Business Name Line2DBA THEATRE CHARLOTTEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlLITTNameControl
Phone7043763777Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 QUEENS ROADAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28207ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRON LAWName
TitleEXECUTIVE DIRECTORTitle
Phone7043763777Phone
Date Signed2014-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAULA P TILLEYName
PTINP00051456PTIN
Phone7043770239Phone
Date Prepared2014-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1THEATRE CHARLOTTEBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonRON LAWNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1501 QUEENS ROADAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28207ZIPCode
FieldValueIRS element (for citing)
Gross Receipts593275GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.THEATRECHARLOTTE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1929YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers720TotalNbrVolunteers
Total Gross UBI1100TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year221652ContributionsGrantsPriorYear
Contributions Grants Current Year254790ContributionsGrantsCurrentYear
Program Service Revenue Prior Year270173ProgramServiceRevenuePriorYear
Program Service Revenue CY315159ProgramServiceRevenueCY
Investment Income Prior Year-19InvestmentIncomePriorYear
Investment Income Current Year1130InvestmentIncomeCurrentYear
Other Revenue Prior Year-384OtherRevenuePriorYear
Other Revenue Current Year141OtherRevenueCurrentYear
Total Revenue Prior Year491422TotalRevenuePriorYear
Total Revenue Current Year571220TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year226869SalariesEtcPriorYear
Salaries Etc Current Year237367SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year65135TotalFundrsngExpCurrentYear
Other Expense Prior Year290737OtherExpensePriorYear
Other Expenses Current Year295247OtherExpensesCurrentYear
Total Expenses Prior Year517606TotalExpensesPriorYear
Total Expenses Current Year532614TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-26184RevenuesLessExpensesPriorYear
Revenues Less Expenses CY38606RevenuesLessExpensesCY
Total Assets BOY390294TotalAssetsBOY
Total Assets EOY404290TotalAssetsEOY
Total Liabilities BOY350248TotalLiabilitiesBOY
Total Liabilities EOY325442TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY40046NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY78848NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHEATRE CHARLOTTE IS A VOLUNTEER-BASED COMMUNITY THEATRE DEDICATED TO CREATING OUTSTANDING THEATRE OPPORTUNITIES RELEVANT TO THE PEOPLE OF THE CHARLOTTE REGION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense369711Expense
Revenue316481Revenue
DescriptionTHEATRE CHARLOTTES FY13 PROGRAMMING SERVED 14,567 PARTICIPANTS. THE MAIN STAGE SERIES CONSISTED OF 5 PRODUCTIONS: THE MUSICAL "A FUNNY THING HAPPENED ON THE WAY TO THE FORUM", THE DRAMA "IN THE HEAT OF THE NIGHT", THE COMEDY "THE FOREIGNER", THE DRAMA "WHO'S AFRAID OF VIRGINIA WOOLF?" AND THE MUSICAL "AVENUE Q". THEATRE CHARLOTTE ALSO PRESENTED ITS ANNUAL HOLIDAY PRODUCTION OF "A CHRISTMAS CAROL". WITH ONE LESS PRODUCTION FROM FY12, THE PERCENTAGE OF AUDIENCE MEMBERS WAS SLIGHTLY HIGHER. SEASON TICKETS WERE SLIGHTLY LOWER THAN FY12 AND BELOW PROJECTION. OUR PRODUCTIONS FEATURED DIVERSE CASTS, IN TERMS OF RACE, ETHNICITY AND AGE. OUR VOLUNTEER BASE WAS ALSO DIVERSE IN TERMS OF RACE, ETHNICITY, AGE AND GENDER.THE THEATRE CHARLOTTE STUDENT THEATRE GUILD (STG), AN AREA-WIDE THEATRE CLUB FOR AGES 14 THROUGH COLLEGE, HAD 51 MEMBERS REPRESENTING MANY LOCAN AND REGIONAL HIGH SCHOOLS, COLLEGES AND UNIVERSITIES. THE STG HAD ITS OWN BOARD OF DIRECTORS AND PLANNED ITS OWN PROGRAMMING UNDER THE SUPERVISION OF A VOLUNTEER ADVISOR AND THE TC EXECUTIVE DIRECTOR. THE PROGRAMMING INCLUDED MONTHLY WORKSHOPS COVERING STAGE MAKEUP, STAGE COMBAT, AUDITION TECHNIQUES, DESIGN AND TECHNICAL THEATRE AND MUSICAL THEATRE. THE STG HAD A TWO-WEEK SUMMER INTENSIVE IN JULY THAT CULMINATED IN 3 WELL-ATTENDED PERFORMANCES OF THE BROADWAY MUSICAL, "PIPPIN". A SECOND YOUTH CAMP FOR YOUNGER STUDENTS, AGES 9-14, FEATURED 6 PERFORMANCES OF "BEAUTY AND THE BEAST", IN JULY.THEATRE CHARLOTTE ALSO COLLABORATED WITH CHARLOTTE PRODUCER, VITO ABATE, IN PRESENTING THE THEMED READING AND PERFORMANCE SERIES, "JUST DO IT". THIS WAS PRESENTED 4 TIMES DURING THE SEASON AND GAVE REGIONAL WRITERS, COMPOSERS, FILMMAKERS AND PERFORMERS THE OPPORTUNITY TO TRY OUT NEW WORK FOR AN AUDIENCE. THEATRE CHARLOTTE ALSO SPONSORED TWO SOLD-OUT MURDER MYSTERY DINNER THEATRE PRESENTATIONS: DINNER AND A MURDER AND WINE, CHOCOLATE AND MURDER.Description
Total Program Service Expense369711TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109657NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees4NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1NANCY WILSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7043763777TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 QUEENS ROADAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28207ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MICHELLE L GUTT
PRESIDENT3.00XX000
SCOTT MILLER
SECRETARY2.00XX000
KEVIN CHAPMAN
VICE PRESIDENT2.00XX000
AMY CARROLL
BOARD MEMBER1.00X000
MICHELE MELCHIOR
BOARD MEMBER1.00X000
DAVID MITCHELL
PRESIDENT-ELECT/PRESIDENT2.00XX000
VICTOR SAYEGH
BOARD MEMBER1.00X000
DAVID SNIDER
BOARD MEMBER1.00X000
CATHERINE UPCHURCH
BOARD MEMBER1.00X000
KAREN HUMPHRIES
TREASURER2.00XX000
GEORGE HARRISON
BOARD MEMBER1.00X000
RENEE MOORE
BOARD MEMBER1.00X000
TODD TAYLOR
BOARD MEMBER1.00X000
BRANDON WILLIAMS
BOARD MEMBER1.00X000
RON LAW
EXECUTIVE DIRECTOR40.00X6050003630
FieldValueIRS element (for citing)
Total Reportable Comp From Org60500TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3630TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns97945FederatedCampaigns
Fundraising Events13933FundraisingEvents
All Other Contributions142912AllOtherContributions
Total Contributions254790TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
TICKET SALES711110213303213303
SEASON TICKETS7111105151551515
CONCESSIONS71111032242$32,242
FACILITY RENTALS7111101060110601
STUDENT THEATRE GUILD71111074987498
FieldValueIRS element (for citing)
Total Program Service Revenue315159TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column67TotalRevenueColumn
Exclusion$67ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities63Securities
Other1000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities63Securities
Other1000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1063TotalRevenueColumn
Exclusion$1,063ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events20874GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events13933CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses22055FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-1181TotalRevenueColumn
Exclusion-$1,181ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PLAYBILL54180012271271100
MISCELLANEOUS7111109595
FieldValueIRS element (for citing)
Total Other Revenue1322TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column571220TotalRevenueColumn
Related Or Exempt Function Income283139RelatedOrExemptFunctionIncome
Unrelated Business Revenue1100UnrelatedBusinessRevenue
Exclusion$32,191ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total69564Total
Program Services37083ProgramServices
Management And General14946ManagementAndGeneral
Fundraising17535Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total141466Total
Program Services75412ProgramServices
Management And General30394ManagementAndGeneral
Fundraising35660Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total11719Total
Program Services6247ProgramServices
Management And General2518ManagementAndGeneral
Fundraising2954Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14618Total
Program Services7793ProgramServices
Management And General3140ManagementAndGeneral
Fundraising3685Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9337Total
Management And General9337ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total25Total
Program Services25ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6600Total
Program Services5940ProgramServices
Management And General660ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total34617Total
Program Services34617ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24378Total
Management And General20721ManagementAndGeneral
Fundraising3657Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total17047Total
Program Services15342ProgramServices
Management And General1705ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total16057Total
Program Services14451ProgramServices
Management And General1606ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total27211Total
Program Services24490ProgramServices
Management And General2721ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total10941Total
Program Services9847ProgramServices
Management And General1094ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
PRODUCTION COSTS110952110952
CONCESSIONS16438147941644
REPAIRS & MAINTENANCE1020491841020
MISCELLANEOUS79067906

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3534Total
Program Services3534ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total532614Total
Program Services369711ProgramServices
Management And General97768ManagementAndGeneral
Fundraising65135Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY24629BOY
EOY48644EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7698BOY
EOY14265EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12933BOY
EOY19951EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis834936LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec516733LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY342109BOY
EOY318203EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY2925BOY
EOY3227EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY390294BOY
EOY404290EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY24632BOY
EOY26743EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY57492BOY
EOY45478EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY268124BOY
EOY253221EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY350248BOY
EOY325442EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY37726BOY
EOY76528EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2320BOY
EOY2320EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY40046BOY
EOY78848EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY390294BOY
EOY404290EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses38606ReconcilationRevenueExpenses
Reconciliation Unrealized Invest196ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years238387CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years205523CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years219035CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year221652CurrentTaxYearMinus1Year
Current Tax Year254790CurrentTaxYear
Total1139387Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years238387CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years205523CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years219035CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year221652CurrentTaxYearMinus1Year
Current Tax Year254790CurrentTaxYear
Total1139387Total
FieldValueIRS element (for citing)
Public Support Total1701139387PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years19478CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12078CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years51CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year58CurrentTaxYearMinus1Year
Current Tax Year67CurrentTaxYear
Total31732Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1522CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year125CurrentTaxYearMinus1Year
Current Tax Year1100CurrentTaxYear
Total2747Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1679CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7838CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years18161CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year15251CurrentTaxYearMinus1Year
Current Tax Year21096CurrentTaxYear
Total64025Total
FieldValueIRS element (for citing)
Total Support1237891TotalSupport
Gross Receipts From Admissions Etc1286469GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.92040PublicSupportPertcentage170
Public Support Pertcent Prior Year0.90150PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2008 AMOUNT: $ 1,253. 2009 AMOUNT: $ 7,580. 2010 AMOUNT: $ 10,551. 2011 AMOUNT: $ 14,128. 2012 AMOUNT: $ 20,874. MISCELLANEOUS - 2008 AMOUNT: $ 426. 2009 AMOUNT: $ 258. 2010 AMOUNT: $ 4,960. 2011 AMOUNT: $ 973. 2012 AMOUNT: $ 95. PLAYBILL - 2010 AMOUNT: $ 2,650. 2011 AMOUNT: $ 150. 2012 AMOUNT: $ 127.GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2925BeginningOfYearBalance
Investment Earnings Or Losses327InvestmentEarningsOrLosses
Administrative Expenses25AdministrativeExpenses
End Of Year Balance3227EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3010BeginningOfYearBalance
Investment Earnings Or Losses-62InvestmentEarningsOrLosses
Administrative Expenses23AdministrativeExpenses
End Of Year Balance2925EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2503BeginningOfYearBalance
Investment Earnings Or Losses529InvestmentEarningsOrLosses
Administrative Expenses22AdministrativeExpenses
End Of Year Balance3010EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2241BeginningOfYearBalance
Investment Earnings Or Losses262InvestmentEarningsOrLosses
End Of Year Balance2503EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2602BeginningOfYearBalance
Investment Earnings Or Losses-351InvestmentEarningsOrLosses
End Of Year Balance2241EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1500OtherCostOrOtherBasis
Book Value1500BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis720972OtherCostOrOtherBasis
Depreciation417270Depreciation
Book Value303702BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis112464OtherCostOrOtherBasis
Depreciation99463Depreciation
Book Value13001BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings318203TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt594990TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments196NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities23599DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99023795RevenueNotRptdF990
Revenue Subtotal571195RevenueSubtotal
Investment Expenses Not Included25InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt25RevenueNotRptdOnFinStmt
Total Revenue Per Form990571220TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt556188TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities23599DonatedServicesUseOfFacilities
Expenses Not Rptd F99023599ExpensesNotRptdF990
Expenses Subtotal532589ExpensesSubtotal
Investment Expenses Not Included225InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt25ExpensesNotRptdOnFinStmt
Total Expenses Per Form990532614TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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, 2013, THE TAX YEARS ENDED JUNE 30, 2010 THROUGH 2013 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2013 AND 2012.
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 G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1DINNER AND A MURDERNameOfEvent1
Gross Receipts Event110879GrossReceiptsEvent1
Charitable Contributions Event13625CharitableContributionsEvent1
Gross Revenue Event17254GrossRevenueEvent1
Food And Beverage Event14493FoodAndBeverageEvent1
Other Direct Expenses Event12124OtherDirectExpensesEvent1
Name Of Event2WINE, CHOCOLATE & MURDER 2013NameOfEvent2
Gross Receipts Event219477GrossReceiptsEvent2
Charitable Contributions Event25857CharitableContributionsEvent2
Gross Revenue Event213620GrossRevenueEvent2
Rent Facility Costs Event23475RentFacilityCostsEvent2
Food And Beverage Event28730FoodAndBeverageEvent2
Other Direct Expenses Event23233OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events4451GrossReceiptsOtherEvents
Charitable Contrib Other Events4451CharitableContribOtherEvents
Gross Receipts Total34807GrossReceiptsTotal
Charitable Contributions Total13933CharitableContributionsTotal
Gross Revenue Total Events20874GrossRevenueTotalEvents
Rent Facility Costs Total Events3475RentFacilityCostsTotalEvents
Food And Beverage Total Events13223FoodAndBeverageTotalEvents
Other Direct Expenses Total Events5357OtherDirectExpensesTotalEvents
Direct Expense Summary Events22055DirectExpenseSummaryEvents
Net Income Summary-1181NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11PRIOR 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 12CTHE 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 15ATHE 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 19THE THEATRE'S BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLE-BLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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