NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION (EIN 58-1791724)
Tax period: 2022-09-01 to 2023-08-31
Filed: 2024-04-04
IRS object ID: 202420959349301862
Schema version: 2022v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-04T20:59:35-05:00	ReturnTs
Tax Period End	2023-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FORVIS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 RIDGEFIELD COURT	AddressLine1Txt
City	ASHEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28806	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	581791724	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTH CAROLINA PERFORMING ARTS CENTER AT	BusinessNameLine1Txt
Business Name Line2	CHARLOTTE FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NORT	BusinessNameControlTxt
Phone	7043791242	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	130 NORTH TRYON STREET	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TOM GABBARD	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	7043791242	PhoneNum
Signature	2024-04-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TOM	PersonFirstNm
Person Last	GABBARD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY BIBBY	PreparerPersonNm
PTIN	P00445891	PTIN
Phone	8282542254	PhoneNum
Preparation	2024-04-04	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TOM GABBARD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	130 NORTH TRYON STREET	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$46,653,332	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BLUMENTHALARTS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1987	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	SEE PART III LINE 1	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	694	TotalEmployeeCnt
Total Volunteers	297	TotalVolunteersCnt
Total Gross UBI	$101,112	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$47,544	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,929,075	PYContributionsGrantsAmt
CY Contributions Grants	$3,939,549	CYContributionsGrantsAmt
PY Program Service Revenue	$42,490,037	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,685,040	CYProgramServiceRevenueAmt
PY Investment Income	$15,147	PYInvestmentIncomeAmt
CY Investment Income	$543,145	CYInvestmentIncomeAmt
PY Other Revenue	$4,452,877	PYOtherRevenueAmt
CY Other Revenue	$3,578,903	CYOtherRevenueAmt
PY Total Revenue	$51,887,136	PYTotalRevenueAmt
CY Total Revenue	$45,746,637	CYTotalRevenueAmt
PY Grants And Similar Paid	$72,492	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$58,063	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,980,609	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,782,025	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$907,796	CYTotalFundraisingExpenseAmt
PY Other Expenses	$42,416,845	PYOtherExpensesAmt
CY Other Expenses	$36,394,522	CYOtherExpensesAmt
PY Total Expenses	$50,469,946	PYTotalExpensesAmt
CY Total Expenses	$45,234,610	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,417,190	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$512,027	CYRevenuesLessExpensesAmt
Total Assets BOY	$58,135,879	TotalAssetsBOYAmt
Total Assets EOY	$63,634,788	TotalAssetsEOYAmt
Total Liabilities BOY	$19,402,796	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,880,044	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$38,733,083	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$40,754,744	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PRESENT THE BEST IN THE PERFORMING ARTS AND, IN PARTNERSHIP WITH OTHERS, SHARE AND EMPLOY THE ARTS AS A MAJOR CATALYST TO STRENGTHEN EDUCATION, BUILD COMMUNITY COHESIVENESS, AND ADVANCE ECONOMIC GROWTH.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$42,841,104	ExpenseAmt
Grant	$58,063	GrantAmt
Revenue	$39,580,352	RevenueAmt
Desc	SEE SCHEDULE OFROM SEPTEMBER 1, 2022-AUGUST 31, 2023, BLUMENTHAL WELCOMED NEW AUDIENCES, LAUNCHED EXCITING NEW PROGRAMMING AND INITIATIVES, SUPPORTED ARTISTS, AND MADE A SIGNIFICANT IMPACT IN THE COMMUNITY. BLUMENTHAL WELCOMED MORE THAN 1.1MM VISITORS AND INFUSED $93.75MM INTO THE LOCAL ECONOMY. ADDITIONALLY, MORE THAN $1MM WAS PUT INTO ARTISTS' POCKETS THROUGH PROGRAMS AND INITIATIVES, AND MORE THAN 750 TEAM MEMBERS EMPLOYED THROUGH VARIOUS ROLES IN 2023. REPRESENTED WITHIN THESE 203 HIGHLIGHTS INCLUDES THE LAUNCH OF THE CHARLOTTE INTERNATIONAL ARTS FESTIVAL AT THE START OF OUR FISCAL YEAR IN SEPTEMBER 2022. THE IMPACT OF THE PAST YEAR REPRESENTS GROWTH AND REVITALIZATION ACROSS MANY SECTORS, AND PROVIDED MEMORABLE AND TRANSFORMATIVE EXPERIENCES IN WAYS THAT ONLY BLUMENTHAL CAN CREATE.BLUMENTHAL'S BROADWAY SEASON IS THE LARGEST IN THE REGION, PRESENTING 191 BROADWAY PERFORMANCES THROUGHOUT, WITH MORE THAN 328,500 TICKETS SOLD, INCLUDING MORE THAN 22,500 AFFORDABLE, SUBSIDIZED, OR FREE TICKETS FOR COMMUNITY PROGRAMS AND EDUCATION, INCLUDING STUDENT RUSH; DIVERSITY, EQUITY, AND INCLUSION; TICKETS FOR VETERANS; FUNDRAISER DONATIONS; AND MORE.RECOGNIZED AS A TOP-TEN MARKET FOR TOURING BROADWAY, CHARLOTTE WAS ONE OF ONLY TEN CITIES IN THE COUNTRY TO PRESENT THE EXCLUSIVE LIMITED ENGAGEMENT OF INTO THE WOODS, DIRECT FROM BROADWAY, WITH A STARRY CAST INCLUDING TONY AWARD WINNERS STEPHANIE J. BLOCK AND GAVIN CREEL, TONY AWARD NOMINEE MONTEGO GLOVER, AND OTHERS FROM THE BROADWAY COMPANY OF THE ACCLAIMED, LONG-EXTENDED BROADWAY REVIVAL.IN ADDITION TO PRESENTING THE BEST ON STAGE, BLUMENTHAL IS ALSO A PROLIFIC PRODUCER OF BROADWAY SHOWS. AS A MEMBER OF THE INDEPENDENT PRESENTERS NETWORK (IPN), A CONSORTIUM OF 40 PREEMINENT BROADWAY PRESENTERS, THEATERS, AND PERFORMING ARTS CENTERS, BLUMENTHAL IS MONUMENTAL IN INFLUENCING THE SHOWS THAT MAKE IT TO BROADWAY AND NATIONAL TOUR. IPN MEMBERS BRING BROADWAY PRODUCTIONS TO MORE THAN 110 CITIES IN NORTH AMERICA, THE UNITED KINGDOM, JAPAN, AND CHINA.BLUMENTHAL INVESTED IN SOME OF THE TOP SHOWS ON BROADWAY IN 2023, INCLUDING: & JULIET, A BEAUTIFUL NOISE, BACK TO THE FUTURE, FAT HAM, GUTENBERG! THE MUSICAL!, HARMONY, HERE LIES LOVE, HOW TO DANCE IN OHIO, KIMBERLY AKIMBO (TONY AWARD WINNER), LIFE OF PI, SOME LIKE IT HOT, AND SPAMALOT.THE ESTIMATED LOCAL ECONOMIC IMPACT OF BROADWAY IN 2023 WAS MORE THAN $64MM.THE FIRST CHARLOTTE INTERNATIONAL ARTS FESTIVAL (CIAF), PRESENTED BY BLUMENTHAL ARTS, WAS A MULTI-WEEK CELEBRATION AND SHOWCASE OF INTERNATIONAL AND LOCAL ARTS ACROSS GENRES, MEDIUMS, AND CULTURES, THAT CAME TO A CLOSE ON OCTOBER 3, 2022. AN AMBITIOUS UNDERTAKING BY BLUMENTHAL, THE FESTIVAL WAS A HUGE STEP FORWARD FOR THE CITY AND THE REGION, WHERE AN ARTS FESTIVAL TO THIS SCALE AND ACCESSIBILITY HAS NEVER BEEN REALIZED BEFORE.FUNDED IN PART BY ONE-TIME PANDEMIC RELIEF FUNDING, THE INAUGURAL ARTS FESTIVAL PRESENTED A VARIETY OF ACTS REPRESENTING MORE THAN 10 COUNTRIES WITH MORE THAN 200 EVENTS ACROSS THE CITY. WITH MANY EVENTS AND INSTALLATIONS OCCURRING IN BALLANTYNE'S BACKYARD, CIAF ALSO MARKED THE FIRST TIME BLUMENTHAL PERFORMING ARTS EXTENDED A LARGE SWATH OF ITS PROGRAMMING 20 MILES OUTSIDE OF UPTOWN, MAKING CIAF EVENTS MORE ACCESSIBLE TO A LARGER AUDIENCE. IN ADDITION TO LOCATION ACCESSIBILITY, CIAF'S PROGRAMMING WAS LARGELY FREE AND OPEN TO THE PUBLIC, WITH TICKETED EVENTS STARTING AT $5, MAKING THE ARTS ACCESSIBLE TO ALL FACETS OF THE COMMUNITY, MANY OF WHOM MAY NOT HAVE HAD ACCESS TO THE ARTS TO THIS DEGREE BEFORE.THE INAUGURAL FESTIVAL SAW 31 TICKETED EVENTS SAW GUESTS FROM 266 DIFFERENT CITIES IN THE CAROLINAS, 41 STATES AND WASHINGTON, DC, AS WELL AS FROM THE UK, SPAIN, CANADA, AND OTHERS. THERE WERE 5 LARGE-SCALE ART INSTALLATIONS, A "100 TINY THINGS" PUBLIC ART INSTALLATIONS BY LOCAL ARTISTS, 13 BLUMENTHAL FELLOWSHIP PROGRAM INSTALLATIONS REPRESENTING 34 VISUAL ARTISTS, 15 PROJECTION ARTISTS, 165 FESTIVAL VOLUNTEERS, AND 319 JOB OPPORTUNITIES.IN ADDITION TO THE LOCAL CREATIVES THAT WORKED ON CIAF, BLUMENTHAL ENGAGED ARTISTS THROUGH ITS ARTISTS IN THEATERS (AIT) PROGRAM, WHICH COMMISSIONS WORK RELATED TO THE BROADWAY SHOWS BEING PRESENTED ON STAGE AT BLUMENTHAL. THE ARTWORK IS SHOWCASED IN THE THEATER LOBBY AND EXPOSES THE ARTISTS TO NEW AUDIENCESEVEN RESULTING IN SOME MAJOR ARTWORK SALES AND OPPORTUNITIES.IN 2023, BLUMENTHAL CONTINUED ITS STEADFAST SUPPORT OF ARTS EDUCATION. MORE THAN 150,000 STUDENTS PARTICIPATE IN BLUMENTHAL'S STUDENT-FOCUSED PROGRAMMING EACH YEAR, INCLUDING THE 47 SCHOOLS AND MORE THAN 1,500 STUDENTS PARTICIPATED IN THE 10TH ANNUAL BLUMEY AWARDS, CHARLOTTE'S HIGH SCHOOL MUSICAL THEATER AWARDS PROGRAM, PRESENTED BY WELLS FARGO.JUNIOR THEATER CELEBRATION CHARLOTTE WELCOMED BACK THE ITHEATRICS TEAM FROM NEW YORK TO WORK WITH 2,076 STUDENTS AND TEACHERS FROM 45 AREA ELEMENTARY AND MIDDLE SCHOOLS WE ARE GRATEFUL TO HAVE THE PARTNERSHIP WITH ITHEATRICS TO LEAD THESE IMMERSIVE WORKSHOPS AND EXPERIENCES WITH STUDENTS HERE IN CHARLOTTE. BLUMENTHAL LEAP(LITERACY ENGAGEMENT THROUGH ARTS PROGRAM) USED THE MAGIC OF THEATER TO ENHANCE CRITICAL LITERACY, PUBLIC SPEAKING, AND CREATIVE WRITING FOR UPPER ELEMENTARY STUDENTS. THE 5TH GRADE STUDENTS FROM TWO TITLE I SCHOOLS RECEIVED 150 HOURS OF ACTIVE COMMUNITY INSTRUCTION BY PARTICIPATING IN THE PROGRAM LAST YEAR. BLUMENTHAL ALSO HELPED TO DEVELOP OR CO-PRODUCE ORIGINAL WORKS THAT INSPIRE AUDIENCES LOCALLY AND HAVE THE POTENTIAL TO TOUR ACROSS THE COUNTRY. WE ARE PROVIDING ARTISTS WITH THE SUPPORT THEY NEED TO CONTINUE REFINING THEIR PROJECTS AND EXPAND THEIR IMPACT WHILE ALSO HELPING TO FILL GAPS IN CHARLOTTE'S ENTERTAINMENT PORTFOLIO.	Desc
Total Program Service Expenses	$42,841,104	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	448	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	694	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CATHERINE KELLY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7043791242	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	222 S CHURCH STREET SUITE 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28202	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
TOM EISELT
TALENT DEVELOPMENT AND RETENTION COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID HEAD
GOVERNANCE COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
MARISA THALBERG
MARKETING & COMMUNITY RELATIONS COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
SUSANNA PARKER
DEVELOPMENT COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
BRIAN CROMWELL
PAST CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN GIANNUZZI
BOARD CHAIR	10.00	Yes (X)	Yes (X)	$0	$0	$0
COURTNEY ROGERS
EDUCATION COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
RICHARD BATTLE
TREASURER AND FINANCE & AUDIT COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
ANJALI SHAH
BOARD SECRETARY	4.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT TOZIER
FACILITIES COMMITTEE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
TRICIA MCDERMOTT
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
PAT RODGERS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RICHARD NICHOLS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RASU SHRESTHA
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JEN HENRY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
EVAN TURTZ
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JAIME MONDAY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MEGAN GREULING
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DEREK RAGHAVAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LIZ STERLING
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DONNA PERKINS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
PORTIA MACKINNON
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
SUSANNE MCGUIRE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JONATHAN FEIT
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MICHELLE LEE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CHARLIE ELBERSON
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DENA DIORIO
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RENEE JOHNSON
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
TARIQ BOKHARI
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
TOM GABBARD
PRESIDENT	60.00			$594,475	$0	$180,190	Yes (X)
STEVE BRACE
VP OF ADMIN/CFO	60.00			$228,948	$0	$62,449	Yes (X)
WILLIAM DANTOS
VP OF THEATER OPERATIONS	50.00			$176,417	$0	$54,017	Yes (X)
DANIEL KNAUB
VP OF MARKETING & COMM	50.00			$144,303	$0	$38,268		Yes (X)
JENNIFER CATRAMBONE
DIRECTOR OF HUMAN RESOURCES	50.00			$122,180	$0	$12,350		Yes (X)
ANDREA MALONEY
VP OF EDUCATION	50.00			$113,713	$0	$36,661		Yes (X)
SAMANTHA KOWERT
VP OF DEVELOPMENT	50.00			$120,675	$0	$33,587		Yes (X)
ROBERT SCHONEMAN
DIRECTOR OF IT	50.00			$115,461	$0	$12,911		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,616,172	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$430,433	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ANGELICA TOUR LLC
1501 BROADWAY 24TH FL	NEW YORK	NY	10036	TOURING PRODUCTION	$5,114,660
BUENA VISTA THEATRICAL GROUP
214 WEST 42ND STREET	NEW YORK	NY	10036	TOURING PRODUCTION	$1,650,317
BIGHOUSE MARKETING LLC
1000 NC MUSIC FACTORY BLVD	CHARLOTTE	NC	28206	ONLINE AD PLACEMENT	$1,300,227
WAITRESS TOUR LLC
165 W 46TH STREET SUITE 1202	NEW YORK	NY	10036	TOURING PRODUCTION	$1,006,770
MEAN GIRLS NATIONAL TOUR
630 NINTH AVENUE SUITE 1106	NEW YORK	NY	10036	TOURING PRODUCTION	$811,936

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$369,725	FederatedCampaignsAmt
Government Grants	$1,359,631	GovernmentGrantsAmt
All Other Contributions	$2,210,193	AllOtherContributionsAmt
Total Contributions	$3,939,549	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
THEATRE EVENTS	711110	$36,793,665	$36,692,553	$101,112
EVENT PARKING	711110	$760,489	$760,489
EVENT FOOD & BEVERAGE	711110	$130,886	$130,886

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,685,040	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$543,145	TotalRevenueColumnAmt
Exclusion	$543,145	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$881,544	RealAmt
Personal	$184,066	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$881,544	RealAmt
Personal	$184,066	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,065,610	TotalRevenueColumnAmt
Exclusion	$1,065,610	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$2,903,119	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$906,695	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,996,424	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,996,424	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	711110	BusinessCd
Total Revenue Column	$516,869	TotalRevenueColumnAmt
Exclusion	$516,869	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$516,869	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,746,637	TotalRevenueColumnAmt
Related Or Exempt Func Income	$39,580,352	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$101,112	UnrelatedBusinessRevenueAmt
Exclusion	$2,125,624	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$58,063	TotalAmt
Program Services	$58,063	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,797,069	TotalAmt
Program Services	$1,192,416	ProgramServicesAmt
Management And General	$361,663	ManagementAndGeneralAmt
Fundraising	$242,990	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,505,036	TotalAmt
Program Services	$5,193,829	ProgramServicesAmt
Management And General	$80,331	ManagementAndGeneralAmt
Fundraising	$230,876	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$182,923	TotalAmt
Program Services	$172,430	ProgramServicesAmt
Management And General	$5,518	ManagementAndGeneralAmt
Fundraising	$4,975	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$813,525	TotalAmt
Program Services	$781,898	ProgramServicesAmt
Management And General	$15,698	ManagementAndGeneralAmt
Fundraising	$15,929	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$483,472	TotalAmt
Program Services	$453,827	ProgramServicesAmt
Management And General	$10,037	ManagementAndGeneralAmt
Fundraising	$19,608	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$24,000	TotalAmt
Management And General	$24,000	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,581	TotalAmt
Program Services	$3,581	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$79,186	TotalAmt
Program Services	$79,186	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$58,585	TotalAmt
Management And General	$58,585	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$697,456	TotalAmt
Program Services	$696,956	ProgramServicesAmt
Fundraising	$500	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,267,266	TotalAmt
Program Services	$3,204,374	ProgramServicesAmt
Fundraising	$62,892	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,054,582	TotalAmt
Program Services	$913,140	ProgramServicesAmt
Management And General	$118,635	ManagementAndGeneralAmt
Fundraising	$22,807	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$1,907,397	TotalAmt
Program Services	$1,907,397	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$351,092	TotalAmt
Program Services	$351,092	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,054,849	TotalAmt
Program Services	$724,892	ProgramServicesAmt
Management And General	$122,801	ManagementAndGeneralAmt
Fundraising	$207,156	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$20,502	TotalAmt
Program Services	$18,284	ProgramServicesAmt
Fundraising	$2,218	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$543,576	TotalAmt
Program Services	$543,576	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$271,590	TotalAmt
Program Services	$271,590	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
UNRELATED BUSINESS INCO	$6,715	$6,715
PRODUCTION COSTS	$25,015,388		$25,015,388
MISCELLANEOUS	$1,500,127	$403,541	$1,057,964	$38,622
SHOW INVESTMENT LOSSES	$249,684	$249,684

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$288,946	TotalAmt
Program Services	$201,221	ProgramServicesAmt
Management And General	$28,502	ManagementAndGeneralAmt
Fundraising	$59,223	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$45,234,610	TotalAmt
Program Services	$42,841,104	ProgramServicesAmt
Management And General	$1,485,710	ManagementAndGeneralAmt
Fundraising	$907,796	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$9,966	BOYAmt
EOY	$17,667	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$18,771,744	BOYAmt
EOY	$20,408,734	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$378,547	BOYAmt
EOY	$111,818	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,740,985	BOYAmt
EOY	$4,281,627	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$54,258	BOYAmt
EOY	$72,366	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,111,900	BOYAmt
EOY	$2,191,135	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,674,543	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,400,692	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,202,187	BOYAmt
EOY	$2,273,851	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$14,746,444	BOYAmt
EOY	$15,163,566	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,119,848	BOYAmt
EOY	$19,114,024	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$58,135,879	BOYAmt
EOY	$63,634,788	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,649,745	BOYAmt
EOY	$3,970,629	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$15,755,054	BOYAmt
EOY	$15,527,038	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$997,997	BOYAmt
EOY	$3,382,377	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,402,796	BOYAmt
EOY	$22,880,044	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$23,348,823	BOYAmt
EOY	$25,337,464	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,384,260	BOYAmt
EOY	$15,417,280	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$38,733,083	BOYAmt
EOY	$40,754,744	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$58,135,879	BOYAmt
EOY	$63,634,788	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$512,027	ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts	-$218,111	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$1,727,745	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,565,432	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,043,383	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,838,918	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,652,599	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,939,549	CurrentTaxYearAmt
Total	$30,039,881	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,996,085	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,298,486	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,667,148	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,490,037	CurrentTaxYearMinus1YearAmt
Current Tax Year	$37,685,040	CurrentTaxYearAmt
Total	$150,136,796	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,847,250	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,847,250	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,847,250	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,847,250	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,847,250	CurrentTaxYearAmt
Total	$9,236,250	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$43,408,767	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,189,119	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,353,316	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$50,989,886	CurrentTaxYearMinus1YearAmt
Current Tax Year	$43,471,839	CurrentTaxYearAmt
Total	$189,412,927	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$189,825	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$205,262	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$131,583	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,020	CurrentTaxYearMinus1YearAmt
Current Tax Year	$159,122	CurrentTaxYearAmt
Total	$781,812	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$189,825	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$205,262	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$131,583	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,020	CurrentTaxYearMinus1YearAmt
Current Tax Year	$159,122	CurrentTaxYearAmt
Total	$781,812	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$188,631,115	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$57,385	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,615	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,305	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,147	CurrentTaxYearMinus1YearAmt
Current Tax Year	$543,145	CurrentTaxYearAmt
Total	$654,597	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$57,385	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,615	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,305	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,147	CurrentTaxYearMinus1YearAmt
Current Tax Year	$543,145	CurrentTaxYearAmt
Total	$654,597	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,779	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,855	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,372	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$60,224	CurrentTaxYearAmt
Total	$95,230	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$289,316	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$448,855	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,543	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$463,582	CurrentTaxYearMinus1YearAmt
Current Tax Year	$516,869	CurrentTaxYearAmt
Total	$1,736,165	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$43,774,247	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,679,444	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,384,536	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,468,615	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,592,077	CurrentTaxYearAmt
Total	$191,898,919	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98300	PublicSupportCY509Pct
Public Support PY509	0.98690	PublicSupportPY509Pct
Investment Income CY	0.00340	InvestmentIncomeCYPct
Investment Income PY	0.00060	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,383,036	BeginningYearBalanceAmt
Contributions	$7,449	ContributionsAmt
Investment Earnings Or Losses	$1,775,440	InvestmentEarningsOrLossesAmt
Other Expenditures	$652,393	OtherExpendituresAmt
End Year Balance	$25,513,532	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$28,386,156	BeginningYearBalanceAmt
Contributions	$4,829	ContributionsAmt
Investment Earnings Or Losses	-$3,940,457	InvestmentEarningsOrLossesAmt
Other Expenditures	$67,492	OtherExpendituresAmt
End Year Balance	$24,383,036	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$23,655,043	BeginningYearBalanceAmt
Contributions	$12,705	ContributionsAmt
Investment Earnings Or Losses	$4,790,754	InvestmentEarningsOrLossesAmt
Other Expenditures	$72,346	OtherExpendituresAmt
End Year Balance	$28,386,156	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,467,820	BeginningYearBalanceAmt
Contributions	$109,104	ContributionsAmt
Investment Earnings Or Losses	$1,932,690	InvestmentEarningsOrLossesAmt
Other Expenditures	$854,571	OtherExpendituresAmt
End Year Balance	$23,655,043	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,555,676	BeginningYearBalanceAmt
Contributions	$42,024	ContributionsAmt
Investment Earnings Or Losses	-$48,352	InvestmentEarningsOrLossesAmt
Other Expenditures	$81,528	OtherExpendituresAmt
End Year Balance	$22,467,820	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.39269	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.60731	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,069,865	OtherCostOrOtherBasisAmt
Depreciation	$1,555,627	DepreciationAmt
Book Value	$1,514,238	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,279,615	OtherCostOrOtherBasisAmt
Depreciation	$845,065	DepreciationAmt
Book Value	$434,550	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$325,063	OtherCostOrOtherBasisAmt
Book Value	$325,063	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,273,851	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
INVESTMENTS IN PERFORMANCES	$1,460,696
NONQUALIFIED DEFERRED COMPENSATION PLAN ASSETS	$994,019
PRESENT VALUE OF FUTURE LEASE CONTRIBUTIONS	$3,953,352
BENEFICIAL INTEREST IN ASSETS HELD IN TRUST	$10,349,966
RIGHT OF USE ASSET	$2,355,991

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$19,114,024	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
NONQUALIFIED DEFERRED COMPENSATION PLAN LIABILITIES	$994,019
LEASE LIABILITY	$2,388,358

Field	Value	IRS element (for citing)
Total Liability	$3,382,377	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$50,057,911	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$1,629,139	DonatedServicesAndUseFcltsAmt
Other Revenue	$2,682,135	OtherRevenueAmt
Revenue Not Reported	$4,311,274	RevenueNotReportedAmt
Revenue Subtotal	$45,746,637	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$45,746,637	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$48,036,250	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,847,250	DonatedServicesUseFcltsAmt
Other Expenses Included	$954,390	OtherExpensesIncludedAmt
Expenses Not Reported	$2,801,640	ExpensesNotReportedAmt
Expenses Subtotal	$45,234,610	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$45,234,610	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ENDOWMENTS HAVE BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, FACILITY RENOVATIONS AND THE OPERATIONS OF THE ORGANIZATION AND ITS FACILITIES.
PART X, LINE 2:	IN THE UNITED STATES TREASURY DEPARTMENT DETERMINATION LETTER DATED OCTOBER 15, 1992, BPA WAS DETERMINED TO BE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE ARE NO INCOME TAXES PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEARS ENDED AUGUST 31, 2023 AND 2022, BPA ACCRUED $22,500 IN ESTIMATED FEDERAL AND STATE TAXES FOR UNRELATED BUSINESS INCOME.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN BENEFICIAL INTEREST OF ASSETS 1,775,440. COST OF GOODS SOLD NET WITH REVENUE 906,695.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD NET WITH REVENUE 906,695. CHANGE IN BENEFICIAL INTEREST OF ASSETS 47,695.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIP AWARD	GrantTypeTxt
Recipient	5	RecipientCnt
Cash Grant	$45,000	CashGrantAmt
Non Cash Assistance	SCHOLARSHIP AWARD	NonCashAssistanceDesc

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TOM GABBARD
PRESIDENT	$495,093	$0	$99,382	$0	$0	$0	$164,322	$0	$15,868	$0	$774,665	$0	$0	$0
STEVE BRACE
VP OF ADMIN/CFO	$220,065	$0	$8,883	$0	$0	$0	$55,143	$0	$7,306	$0	$291,397	$0	$0	$0
WILLIAM DANTOS
VP OF THEATER OPERATIONS	$169,241	$0	$7,176	$0	$0	$0	$45,233	$0	$8,784	$0	$230,434	$0	$0	$0
DANIEL KNAUB
VP OF MARKETING & COMM	$135,203	$0	$9,100	$0	$0	$0	$31,179	$0	$7,089	$0	$182,571	$0	$0	$0
SAMANTHA KOWERT
VP OF DEVELOPMENT	$119,075	$0	$1,600	$0	$0	$0	$32,000	$0	$1,587	$0	$154,262	$0	$0	$0
ANDREA MALONEY
VP OF EDUCATION	$111,937	$0	$1,776	$0	$0	$0	$29,733	$0	$6,928	$0	$150,374	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINES 4A-B	TOM GABBARD, STEVE BRACE, BILL DANTOS, DANIEL KNAUB, ANDREA MALONEY, AND SAMANTHA KOWERT PARTICIPATE IN A SUPPLEMENTAL DEFINED CONTRIBUTION PLAN. TOM GABBARD: $19,072 STEVE BRACE: $43,662 WILLIAM DANTOS: $35,881 DANIEL KNAUB: $28,000 ANDREA MALONEY: $23,690 SAMANTHA KOWERT: $32,000
PART I, LINE 5	THE INCENTIVE PLAN FOR THE PRESIDENT INCUDES A MERIT IMPACTED BY OPERATIONAL RESULTS.
PART I, LINE 7	STAFF BONUSES ARE AWARDED ON MERIT. THE BONUS POOL IS ESTABLISHED BY THE BOARD OF TRUSTEES. FROM THIS, TWO POOLS ARE CREATED, A BASE POOL (80%) AND A RESERVE POOL (20%). THE BASE POOL IS THEN DIVIDED BY DEPARTMENT TO DETERMINE A BASE BONUS POOL FOR EACH DEPARTMENT. THE DEPARTMENT HEAD THEN EVALUATES HIS/HER STAFF AND RECOMMENDS A BONUS FOR EACH PERSON. IF THE DEPARTMENT HEAD FEELS THAT HIS/HER STAFF MEMBER IS DESERVING OF A BONUS THAT EXCEEDS THE DEPARTMENTAL BONUS POOL, THEN A REQUEST FOR ADDITIONAL BONUS FUNDS FROM THE RESERVE POOL ARE REQUESTED. THE PRESIDENT SUBMITS THE REQUEST FOR ALL MEMBERS OF THE SENIOR STAFF CONSISTING OF ALL VP/OFFICERS. THE BASE POOL IS ESTABLISHED ON THE SAME BASIS AS THE DEPARTMENTAL POOLS. THE DEPARTMENT HEAD SUBMITS ALL BONUS REQUEST TO THE PRESIDENT FOR APPROVAL. THE PRESIDENT HAS THE DISCRETION TO APPROVE, REJECT OR MODIFY ALL BONUSES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PRESENTED TO MANAGEMENT FOR REVIEW. NEXT, THE FORM 990 IS SUBMITTED TO THE FINANCE & AUDIT COMMITTEE FOR REVIEW AND APPROVAL. LASTLY, THE FORM 990 IS SUBMITTED TO THE EXECUTIVE COMMITTEE FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION PROVIDES THE CONFLICT OF INTEREST POLICY ANNUALLY TO ALL BOARD OF TRUSTEES MEMBERS AS WELL AS SENIOR STAFF LEADERS. ONCE THE STATEMENT HAS BEEN READ IN FULL, INDIVIDUALS SIGN THE CONFLICT OF INTEREST STATEMENT TO CONFIRM THEIR COMPLIANCE WITH THE POLICY. THE BOARD'S GOVERNANCE COMMITTEE THEN REVIEWS ANY STATEMENTS THAT INCLUDE CONCERNS OF AN INDIVIDUAL'S AFFILIATIONS THAT MAY OR MAY NOT AFFECT COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15	ON A REGULAR BASIS, A STUDY IS PERFORMED BY AN ADVISORY FIRM (E.G. WILLIS TOWERS WATSON). THIS STUDY IS REVIEWED BY THE COMPENSATION COMMITTEE. IN ADDITION, AMS PACC SALARY SURVEY IS REVIEWED BY MANAGEMENT. THIS REVIEW WAS DELAYED ONE YEAR DUE TO THE PANDEMIC.
FORM 990, PART VI, SECTION C, LINE 18	RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT THE ORGANIZATION'S WEBSITE AND WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON THEIR WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN BENEFICIAL INTEREST OF ASSETS 1,775,440. NET ASSETS RELEASED FROM RESTRICTIONS -47,695.
FORM 990, PART XII, LINE 2C	THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.