2022-09-09T19:11:47-05:00 2022-04-30 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2021-05-01 570694183 CHARLESTON STAGE COMPANY INC CHAR 8435775967 PO BOX 356 CHARLESTON SC 29402 JULIAN WILES PRODUCING ARTISTIC DIRECTOR 8435775967 2022-09-09 1 JULIAN WILES 999009999 JANICE A RATICA P00358837 7043338881 2022-09-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JULIAN WILES PO BOX 356 CHARLESTON SC 29402 3814282 0 X WWW.CHARLESTONSTAGE.COM X 1980 SC THE MISSION OF CHARLESTON STAGE COMPANY IS TO PRODUCE LIVE THEATRE OF THE HIGHEST CALIBER FOCUSING ON PLAYS WHICH EXCITE AND INCITE THE IMAGINATION, AND INCLUDE INDIGENOUS AND ORIGINAL WORKS THAT CELEBRATE THE RICH HERITAGE AND HISTORY OF THE SOUTH CAROLINA LOWCOUNTRY. 29 29 49 3 0 0 1164145 2159750 37626 1628390 44 86 3000 24616 1204815 3812842 0 0 0 0 650738 1234964 0 0 180216 584684 1551391 1235422 2786355 -30607 1026487 1601285 2570193 1227529 1159501 373756 1410692 X CHARLESTON STAGE'S VISION IS TO BE A LEADING PROFESSIONAL THEATER COMPANY, ENGAGING THE BROAD COMMUNITY THROUGH HIGH QUALITY PRODUCTIONS, WITH LEADING ARTISTS, AND EXCELLENT PRODUCTION VALUES. THE ORGANIZATION PROVIDES THE COMMUNITY ACCESS TO THEATER THROUGH EDUCATION AND OUTREACH PROGRAMS WHICH ENGAGE AND EXCITE BOTH YOUTH AND ADULTS. 0 0 1606062 1422378 FOUNDED BY PLAYWRIGHT, JULIAN WILES IN 1978, CHARLESTON STAGE IS SOUTH CAROLINA'S LARGEST PROFESSIONAL THEATRE COMPANY. CHARLESTON STAGE IS A 501(C)3 NON-PROFIT ORGANIZATION IN RESIDENCE AT THE HISTORIC DOCK STREET THEATRE. DURING THE COMPANY'S 44 YEARS, CHARLESTON STAGE HAS PRESENTED OVER 300 PRODUCTIONS AND PLAYED TO A COLLECTIVE AUDIENCE OF OVER ONE MILLION. IN ADDITION TO PRODUCING ENGAGING, HIGH-QUALITY PERFORMANCES, WE INVEST HEAVILY IN OUR MISSION OF THEATRE ARTS EDUCATION, UTILIZING A STAFF OF PROFESSIONAL THEATRE ARTISTS COMMITTED TO SHARING THEIR EXPERTISE WITH THE NEXT GENERATION. 453411 230903 CHARLESTON STAGE'S NEWEST INITIATIVE, CITYSTAGE, IS DESIGNED TO EXPAND OUR WORK BEYOND THE WALLS OF THE DOCK STREET THEATRE AND INTO THE GREATER COMMUNITY. THE CITYSTAGE TEAM FOCUSES ON EXPANDING PARTNERSHIPS WITH SCHOOLS, RELIGIOUS AND COMMUNITY GROUPS IN THE CHARLESTON AREA, NOT ONLY TO BRING THE WORK OF CHARLESTON STAGE INTO THOSE COMMUNITIES BUT TO PROVIDE SUPPORT AND PROFESSIONAL THEATRE RESOURCES TO SUPPORT THE WORK AND MISSIONS OF THOSE ORGANIZATIONS THEMSELVESBUILDING TRUE TWO-WAY PARTNERSHIPS. 2059473 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 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 1 38 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X JULIAN WILES 8435775967 PO BOX 356 CHARLESTON SC 29402 JULIAN WILES FOUNDER & PRODUCING ARTIST 40.00 X 147330 0 7179 WILL BEECHER MEMBER 1.00 X 0 0 0 ROBERT WALTERS MEMBER 1.00 X 0 0 0 BARBARA DEMARCO MEMBER 1.00 X 0 0 0 KATHERINE GLENN MEMBER 1.00 X 0 0 0 MCKENZIE SOLOMONS MEMBER 1.00 X 0 0 0 DANIELLE HARTLEY MEMBER 1.00 X 0 0 0 FRAN GRIFFITHS MEMBER 1.00 X 0 0 0 MEREDITH MCLAUGHLIN MEMBER 1.00 X 0 0 0 LINDA SCHUTTE MEMBER 1.00 X 0 0 0 LETTY RICHEY MEMBER 1.00 X 0 0 0 HENRY CLAY MIDDLETON MEMBER 1.00 X 0 0 0 KATIE TARRANT MEMBER 1.00 X 0 0 0 SYDNEY HAMER MEMBER 1.00 X 0 0 0 ERNIQUE GRACE MEMBER 1.00 X 0 0 0 TERESA SMITH MEMBER 1.00 X 0 0 0 AUDREY LANE MEMBER 1.00 X 0 0 0 CHRIS NOWELL MEMBER 1.00 X 0 0 0 THOMAS DODD HULSEY MEMBER 1.00 X 0 0 0 KELLAN THAYER MEMBER 1.00 X 0 0 0 CRYSTAL CAMPBELL MEMBER 1.00 X 0 0 0 COURTNEY CAMPION MEMBER 1.00 X 0 0 0 EDWARD GALAID MEMBER 1.00 X 0 0 0 SARAH BEARDSLEY MEMBER 1.00 X 0 0 0 ANN WOLF MEMBER 1.00 X 0 0 0 MOSMI NAIK-PATEL MEMBER 1.00 X 0 0 0 VALERIE MORRIS MEMBER 1.00 X 0 0 0 JANET FIORENZA PRESIDENT 12.00 X X 0 0 0 KAREN SPAIN VICE PRESIDENT 12.00 X X 0 0 0 JIM WICK TREASURER 12.00 X X 0 0 0 147330 0 7179 1 0 1 0 0 1548568 611182 2159750 PRODUCTION 711110 1422378 1422378 THEATRE 711110 135856 135856 HANDLING FEES 711110 70156 70156 1628390 86 86 5452 0 5452 5452 5452 1165 1440 -275 -275 PROGRAM SALES 711110 18500 18500 MISCELLANEOUS 711110 939 939 19439 3812842 1653281 0 -189 X 133250 133250 982826 707087 184509 91230 19859 12583 5654 1622 99029 62745 28193 8091 27560 21060 6500 86114 80743 5371 46514 1624 44890 116432 116432 394207 368795 25412 12870 12870 124600 109652 14948 111389 70576 31712 9101 SETS, PROPS, COSTUMES 177579 177579 CASUAL LABOR 151307 151307 MERCHANT FEES 78773 78773 OTHER EXPENSES 72544 33776 35692 3076 151502 66741 17665 67096 2786355 2059473 546666 180216 600272 1503610 50000 67446 1322 32708 121854 1335968 475772 902540 860196 15765 15765 1601285 2570193 70287 190168 310701 463758 486182 69343 360359 436232 1227529 1159501 X 168817 1152417 204939 258275 373756 1410692 1601285 2570193 1026487 10449 0 X X 0 1 X 1 0 X 1004130 690595 829424 1164145 1919931 5608225 1729583 2025188 1754611 37626 1628390 7175398 2733713 2715783 2584035 1201771 3548321 12783623 10750 54500 48673 25000 45166 184089 26930 88660 97577 363916 59556 636639 37680 143160 146250 388916 104722 820728 11962895 78 84 72 44 5538 5816 78 84 72 44 5538 5816 35200 20892 20077 3000 19439 98608 2768991 2736759 2604184 1204815 3573298 12888047 0.92820 0.95050 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 854791 242394 612397 481177 233378 247799 860196 DEFFERED RENT OBLIGATION AND LEASE INCENTIVE 211309 CAPITAL LEASE 75023 ECONOMIC INJURY DISASTER LOAN 149900 436232 X 3949862 10449 126571 137020 3812842 0 3812842 2912926 126571 126571 2786355 0 2786355 PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, ANY INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE COMPANY'S TAX-EXEMPT PURPOSE WOULD POTENTIALLY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE COMPANY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). MANAGEMENT EVALUATED THE COMPANY'S TAX POSITIONS AND CONCLUDED THAT THE COMPANY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS FOR THE YEARS ENDED APRIL 30, 2022 OR 2021. THE COMPANY'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST EXPENSE AND TO REPORT PENALTIES, IF ANY, AS OTHER EXPENSE. WITH FEW EXCEPTIONS, THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,440. ERC CREDIT NET WITH SALARIES 125,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,440. ERC CREDIT NET WITH SALARIES 125,131. 0 0 0 0 0 0 0 0 0 JULIAN WILES FOUNDER & PRODUCING ARTIST 147330 0 0 0 0 0 0 0 7179 0 154509 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 ON BEHALF OF THE GOVERNING BODY BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT THAT A BOARD MEMBER HAS A POTENTIAL CONFLICT OF INTEREST DURING THE YEAR, SUCH BOARD MEMBER SHALL DISCLOSE THE CONFLICT TO THE FULL BOARD. THE INTERESTED BOARD MEMBER MAY MAKE A PRESENTATION TO THE BOARD, HOWEVER, HE/SHE MUST RECUSE HIMSELF/HERSELF FROM ALL DISCUSSION, REVIEW AND/OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FOUNDER AND PRODUCING ARTISTIC DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND IS BASED UPON A SALARY SURVEY COMPLETED BY THE THEATER COMMUNICATIONS GROUP. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. THE COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS ALSO REVIEWED TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 18 THE CHARLESTON STAGE CO, INC. HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 21,060. MANAGEMENT AND GENERAL EXPENSES 6,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,560. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED.