HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-13
- IRS object ID
- 201410729349200211
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-03-13T12:41:56-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Morehead Square DrSte450 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581967346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historic Charlotte Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 7042660328 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Kincheloe | Name |
| Title | President | Title |
| Date Signed | 2014-03-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry W Lancaster | Name |
| PTIN | P00096087 | PTIN |
| Phone | 7043721515 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.historiccharlotte.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 93731 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 72670 | ContributionsGiftsGrantsEtc |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 19949 | FundraisingGrossIncome |
| Special Events Direct Expenses | 19949 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 5278 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | -5278 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 1112 | OtherRevenueTotal |
| Total Revenue | 68504 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 35769 | SalariesOtherCompEmplBenefits |
| Printing Publications Postage | 581 | PrintingPublicationsPostage |
| Other Expenses Total | 41311 | OtherExpensesTotal |
| Total Expenses | 77661 | TotalExpenses |
| Excess Or Deficit For Year | -9157 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 17584 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8427 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11808 | BOY |
| EOY | 8427 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11100 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22908 | BOY |
| EOY | 8427 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5324 | BOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17584 | BOY |
| EOY | 8427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Promote historic preservation | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region. | DescriptionProgramServiceAccom |
| Grants And Allocations | 66071 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 66071 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (17 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| Emily Makas | ||
| Director | 1.00 | 0 |
| Andy Largen | ||
| Treasurer | 1.00 | 0 |
| Mary Beth Navarro | ||
| Vice President | 1.00 | 0 |
| Seth Hudson | ||
| President | 1.00 | 0 |
| John Howard | ||
| Director | 1.00 | 0 |
| Kevin Monroe | ||
| Director | 1.00 | 0 |
| Craig Spitzer | ||
| Secretary | 1.00 | 0 |
| Cliff McMackin | ||
| Director | 1.00 | 0 |
| John Kincheloe | ||
| Director | 1.00 | 0 |
| Nathan Adams | ||
| Director | 1.00 | 0 |
| Terri Arrowood | ||
| Director | 1.00 | 0 |
| Neel Ellison | ||
| Director | 1.00 | 0 |
| Kristen Day | ||
| Director | 1.00 | 0 |
| Carrie Frye | ||
| Director | 1.00 | 0 |
| Susan Davis | ||
| Director | 1.00 | 0 |
| Nicole McBeth | ||
| Executive Direc | 24.00 | 22317 |
| Timothy Britt | ||
| Director | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Historic Charlotte Inc | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 7043756145 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49512 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56127 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72670 | CurrentTaxYear |
| Total | 310314 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49512 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56127 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72670 | CurrentTaxYear |
| Total | 310314 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 310314 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 529 | CurrentTaxYearMinus3Years |
| Total | 4065 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1650 | CurrentTaxYearMinus3Years |
| Current Tax Year | 1112 | CurrentTaxYear |
| Total | 2890 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 317269 | TotalSupport |
| Gross Receipts From Admissions Etc | 67496 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Blast for the Past | NameOfEvent1 |
| Gross Receipts Event1 | 46714 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 27816 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18898 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1380 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6493 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2044 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8981 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Preserv Month | NameOfEvent2 |
| Gross Receipts Event2 | 15655 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 14604 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 1051 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1051 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 62369 | GrossReceiptsTotal |
| Charitable Contributions Total | 42420 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19949 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1380 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6493 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2044 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10032 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19949 | DirectExpenseSummaryEvents |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Funds held for the benefit of others - Beginning $5324 Funds held for the benefit of others - Ending $0 |
| Form 990-EZ, Part II, Line 24.1010 | Other Assets.1010 | Inventories - Beginning $10602 Inventories - Ending $0 |
| Form 990-EZ, Part II, Line 24.1005 | Other Assets.1005 | Accounts Receivable - Beginning $498 Accounts Receivable - Ending $0 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | Parking $65 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | Program Expenses $403 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | Supplies $439 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Miscellaneous $861 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Telephone $1080 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Dues and subscriptions $2272 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Website $34304 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1887 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | Miscellaneous $1112 |
Comments