2014-05-12T10:35:53-05:00 2013-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2012-07-01 560591306 THE LITTLE THEATRE OF CHARLOTTE INC DBA THEATRE CHARLOTTE LITT 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 RON LAW 7043763777 2014-05-09 1 PAULA P TILLEY P00051456 7043770239 2014-05-09 2012 2015-11-30 17:44:51Z THEATRE CHARLOTTE RON LAW 501 QUEENS ROAD CHARLOTTE NC 28207 593275 0 X WWW.THEATRECHARLOTTE.ORG X 1929 NC TO PRODUCE VOLUNTEER-BASED THEATRICAL EVENTS IN THE CHARLOTTE, NC REGION. 14 14 4 720 1100 0 221652 254790 270173 315159 -19 1130 -384 141 491422 571220 0 0 0 0 226869 237367 0 0 65135 290737 295247 517606 532614 -26184 38606 390294 404290 350248 325442 40046 78848 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 369711 316481 THEATRE 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. 369711 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 57 0 1 4 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X NANCY WILSON 7043763777 501 QUEENS ROAD CHARLOTTE NC 28207 MICHELLE L GUTT 3.00 X X 0 0 0 SCOTT MILLER 2.00 X X 0 0 0 KEVIN CHAPMAN 2.00 X X 0 0 0 AMY CARROLL 1.00 X 0 0 0 MICHELE MELCHIOR 1.00 X 0 0 0 DAVID MITCHELL 2.00 X X 0 0 0 VICTOR SAYEGH 1.00 X 0 0 0 DAVID SNIDER 1.00 X 0 0 0 CATHERINE UPCHURCH 1.00 X 0 0 0 KAREN HUMPHRIES 2.00 X X 0 0 0 GEORGE HARRISON 1.00 X 0 0 0 RENEE MOORE 1.00 X 0 0 0 TODD TAYLOR 1.00 X 0 0 0 BRANDON WILLIAMS 1.00 X 0 0 0 RON LAW 40.00 X 60500 0 3630 60500 0 3630 0 0 0 0 0 97945 13933 142912 254790 TICKET SALES 711110 213303 213303 SEASON TICKETS 711110 51515 51515 CONCESSIONS 711110 32242 32242 FACILITY RENTALS 711110 10601 10601 STUDENT THEATRE GUILD 711110 7498 7498 315159 67 67 63 1000 0 0 63 1000 1063 1063 20874 13933 22055 -1181 -1181 PLAYBILL 541800 1227 127 1100 MISCELLANEOUS 711110 95 95 1322 571220 283139 1100 32191 69564 37083 14946 17535 141466 75412 30394 35660 11719 6247 2518 2954 14618 7793 3140 3685 9337 9337 25 25 6600 5940 660 34617 34617 24378 20721 3657 17047 15342 1705 16057 14451 1606 27211 24490 2721 10941 9847 1094 PRODUCTION COSTS 110952 110952 CONCESSIONS 16438 14794 1644 REPAIRS & MAINTENANCE 10204 9184 1020 MISCELLANEOUS 7906 7906 3534 3534 532614 369711 97768 65135 24629 48644 7698 14265 12933 19951 834936 516733 342109 318203 2925 3227 390294 404290 24632 26743 57492 45478 268124 253221 350248 325442 X 37726 76528 2320 2320 40046 78848 390294 404290 38606 196 0 X 0 1 X 1 0 X 238387 205523 219035 221652 254790 1139387 238387 205523 219035 221652 254790 1139387 1139387 19478 12078 51 58 67 31732 1522 125 1100 2747 1679 7838 18161 15251 21096 64025 1237891 1286469 0.92040 0.90150 X SCHEDULE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2925 327 25 3227 3010 -62 23 2925 2503 529 22 3010 2241 262 2503 2602 -351 2241 1.00000 1 0 1500 1500 720972 417270 303702 112464 99463 13001 318203 X 594990 196 23599 23795 571195 25 25 571220 556188 23599 23599 532589 25 25 532614 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. DINNER AND A MURDER 10879 3625 7254 4493 2124 WINE, CHOCOLATE & MURDER 2013 19477 5857 13620 3475 8730 3233 1 4451 4451 34807 13933 20874 3475 13223 5357 22055 -1181 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.