2026-02-04T12:49:47-06:00 2025-04-30 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2024-05-01 570694183 CHARLESTON STAGE COMPANY INC CHAR 8435775967 PO BOX 356 CHARLESTON SC 29402 TIMOTHY ROGERS MANAGING DIRECTOR 8435775967 2026-02-03 1 1 JANICE A RATICA P00358837 7043338881 2026-02-03 2024 2025-03-06 01:10:19Z TIMOTHY ROGERS PO BOX 356 CHARLESTON SC 29402 3655602 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. 22 22 117 32 0 0 1039302 1085504 2394750 2486390 -3116 12195 81810 66344 3512746 3650433 0 0 0 0 2109303 2164263 0 0 309210 1908411 2108795 4017714 4273058 -504968 -622625 2122021 1564605 1313132 1378341 808889 186264 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 2544202 2102826 FOUNDED IN 1978 BY PLAYWRIGHT JULIAN WILES, WHO WAS MOST RECENTLY INDUCTED INTO THE COLLEGE OF FELLOWS OF THE AMERICAN THEATER IN APRIL 2024 AT THE KENNEDY CENTER, CHARLESTON STAGE IS SOUTH CAROLINA'S LARGEST PROFESSIONAL THEATER COMPANY. CHARLESTON STAGE IS A 501(C)3 NON-PROFIT ORGANIZATION RESIDING AT THE HISTORIC DOCK STREET THEATRE. OVER ITS 46-YEAR HISTORY, CHARLESTON STAGE HAS PRESENTED OVER 360 PRODUCTIONS AND ENTERTAINED A COLLECTIVE AUDIENCE OF MORE THAN TWO MILLION. BEYOND PRODUCING ENGAGING, HIGH-QUALITY PERFORMANCES, WE ARE DEEPLY COMMITTED TO OUR MISSION OF THEATRE ARTS EDUCATION, EMPLOYING A STAFF OF PROFESSIONAL THEATRE ARTISTS DEDICATED TO SHARING THEIR EXPERTISE WITH THE NEXT GENERATION.THE MISSION OF CHARLESTON STAGE IS TO PRODUCE LIVE THEATRE OF THE HIGHEST CALIBER, FOCUSING ON CLASSIC AND CONTEMPORARY MUSICALS AND PLAYS THAT EXCITE AND INSPIRE THE IMAGINATION. CHARLESTON STAGE CELEBRATES THE SPIRIT OF DISCOVERY BY PROVIDING A COLLABORATIVE LEARNING ENVIRONMENT IN WHICH THEATRE PROFESSIONALS SHARE THEIR TALENTS WITH YOUNG PEOPLE, TEACHERS, AND SCHOOLS IN THE COMMUNITY, INSPIRING PARTICIPANTS TO CELEBRATE THEIR OWN CREATIVITY. WHILE CHARLESTON STAGE PRESENTS HIGH-QUALITY, PROFESSIONAL PRODUCTIONS AT THE HISTORIC DOCK STREET THEATRE, THAT IS ONLY HALF THE STORY. CHARLESTON STAGE BOASTS ONE OF THE LARGEST ARTS EDUCATION PROGRAMS IN SOUTH CAROLINA, EXTENDING OPPORTUNITIES TO 30,000 STUDENTS THROUGHOUT THE LOWCOUNTRY EACH YEAR. CHARLESTON STAGE OFFERS SIX PROGRAM INITIATIVES: THEATRE SCHOOL ACTING CLASSES, SUMMER CAMPS, THEATRE WINGS HIGH SCHOOL APPRENTICE PROGRAM, SCHOOL MATINEES, CITYSTAGE (COMMUNITY OUTREACH), AND ARTS-INTEGRATED LITERACY KITS. ACTING CLASSES AND SUMMER CAMPS ENROLL OVER 250 STUDENTS ANNUALLY, MORE THAN 35 HIGH SCHOOLERS RECEIVE HANDS-ON TRAINING IN THEATRICAL PRODUCTION, OVER 12,000 STUDENTS ATTEND MATINEE SHOWS AT THE DOCK STREET THEATRE, 4,000 STUDENTS EXPERIENCE FREE LIVE THEATRE THROUGH CITYSTAGE, AND STUDENTS ACROSS THE STATE GAIN ACCESS TO UNIQUE ARTS-INTEGRATION WORKSHOPS THROUGH LITERACY KITS. 753500 436422 CITYSTAGE, AN INITIATIVE BY CHARLESTON STAGE, AIMS TO EXTEND OUR WORK BEYOND THE WALLS OF THE DOCK STREET THEATRE AND INTO THE BROADER COMMUNITY. THE CITYSTAGE TEAM FOCUSES ON EXPANDING PARTNERSHIPS WITH SCHOOLS, RELIGIOUS, AND COMMUNITY GROUPS IN THE CHARLESTON AREA. THIS INITIATIVE NOT ONLY BRINGS THE WORK OF CHARLESTON STAGE INTO THESE COMMUNITIES BUT ALSO PROVIDES SUPPORT AND PROFESSIONAL THEATRE RESOURCES TO ENHANCE THE MISSIONS OF THESE ORGANIZATIONS, FOSTERING TRUE TWO-WAY PARTNERSHIPS. 3297702 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 25 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X CASSIE NELSON 8436477362 PO BOX 356 CHARLESTON SC 29402 KATHERINE GLENN MEMBER 1.00 X 0 0 0 DANIELLE HARTLEY 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 JENNI MCCARTY MEMBER 1.00 X 0 0 0 HENRY CLAY MIDDLETON MEMBER 1.00 X 0 0 0 SYDNEY HAMER MEMBER 1.00 X 0 0 0 ENRIQUE 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 LJ CLAY MEMBER 1.00 X 0 0 0 VICTOR YOUNG MEMBER 1.00 X 0 0 0 EDWARD GALAID MEMBER 1.00 X 0 0 0 ANN WOLF MEMBER 1.00 X 0 0 0 MADISON ALTMAN MEMBER 1.00 X 0 0 0 SONIA MARSHALL-BROWN MEMBER 1.00 X 0 0 0 MOSMI NAIK-PATEL 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 VALERIE MORRIS SECOND VICE PRESIDENT 12.00 X X 0 0 0 COURTNEY CHAMPION TREASURER 12.00 X X 0 0 0 CRYSTAL CAMPBELL SECRETARY 12.00 X X 0 0 0 TIMOTHY ROGERS MANAGING DIRECTOR 40.00 X 93833 0 9263 93833 0 9263 0 0 0 0 0 12970 1072534 1085504 PRODUCTION 711110 2102826 2102826 THEATRE 711110 264011 264011 HANDLING FEES 711110 119553 119553 2486390 12195 12195 30729 0 30729 30729 30729 15700 12970 2237 13463 13463 3025 2932 93 93 PROGRAM SALES 711110 20500 20500 MISCELLANEOUS 711110 1559 1559 22059 3650433 2539178 0 25751 140000 105545 25306 9149 1801754 1358329 325682 117743 50667 38198 9158 3311 171842 129550 31062 11230 172286 139968 16038 16280 106812 106812 94125 15176 78616 333 150556 150556 533594 500289 33305 922 922 118720 103393 15327 254197 191637 45948 16612 SETS, PROPS, COSTUMES 234889 234889 MERCHANT FEES 128030 128030 DIRECTOR CIRCLE COSTS 92503 92503 ACTOR STIPENDS 51401 51401 170760 43929 84782 42049 4273058 3297702 666146 309210 1049792 647298 79800 2700 42289 102504 1283279 780369 610943 502910 339197 309193 2122021 1564605 171400 219520 538483 681994 603249 476827 1313132 1378341 X 232777 -414312 576112 600576 808889 186264 2122021 1564605 -622625 0 X X 0 1 X 1 0 X 1164145 1919931 1558641 1039302 1082134 6764153 37626 1628390 2370545 2396815 2489415 8922791 1201771 3548321 3929186 3436117 3571549 15686944 42952 45166 25250 48000 55000 216368 345964 59556 517029 263657 225270 1411476 388916 104722 542279 311657 280270 1627844 14059100 44 5538 99121 34362 42474 181539 44 5538 99121 34362 42474 181539 3000 19439 29203 47585 22129 121356 1204815 3573298 4057510 3518064 3636152 15989839 0.87930 0.88520 0.01140 0.00930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 854791 471507 383284 428488 308862 119626 502910 DEPOSITS 15765 ROU ASSETS 293428 309193 LEASE LIABILITY 356827 SEVERANCE PAYABLE 120000 476827 X 3655603 5170 5170 3650433 0 3650433 4277908 -320 5170 4850 4273058 0 4273058 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, 2025 OR 2024. 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 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 2,932. ROUNDING 1. FUNDRASING 2,237. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 2,932. ROUNDING 1. FUNDRASING 2,237. GALA 12320 8645 3675 1467 SILENT AUCTIONS 13300 2700 10600 2 3050 1625 1425 770 28670 12970 15700 2237 2237 13463 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 XII, LINE 2C: PROCESS HAS NOT CHANGED.