Civic Intelligence

Charlotte Succession Inc

EIN 20-2550894 • 501(c)3

PO Box 1152528220
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

13th percentile

-51%

Faster asset growth than 13% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

80th percentile

53%

Faster revenue growth than 80% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,951

Down $9,329 (-51%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,951

Down $9,329 (-51%) from 2011

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Up

$40,761

Up $14,058 (+53%) from 2011

Expenses

Up

$50,090

Up $29,165 (+139%) from 2011

Net Income

Down

-$9,329

Down $15,107 (-261%) from 2011

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $18,280Net Assets 2011: $18,2802011Assets 2012: $8,951Net Assets 2012: $8,9512012

Highlighted filing

2012

Assets$8,951
Liabilities-
Net Assets$8,951
Open 2012 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $26,703Expenses 2011: $20,925Net Income 2011: $5,7782011Revenue 2012: $40,761Expenses 2012: $50,090Net Income 2012: -$9,3292012

Highlighted filing

2012

Revenue$40,761
Expenses$50,090
Net Income-$9,329
Open 2012 Filing

Filings

Most recent year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,951
Liabilities
-
Net assets
$8,951
Revenue
$40,761
Expenses
$50,090
Net income
-$9,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$8.95$40.8$50.1$9.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$18.3$26.7$20.9$5.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 5, 2013
Return Version
2012v2.0
Filing and Contact Details

Filer

EIN
20-2550894
Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY018280
IRS990EZ/CashSavingsAndInvestments/EOY08951
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-9329
IRS990EZ/FeesAndOthPymtToIndContractors0623
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome035222
IRS990EZ/GrantsAndSimilarAmountsPaid036271
IRS990EZ/GrossReceipts052000
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues016778
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY018280
IRS990EZ/NetAssetsOrFundBalancesBOY018280
IRS990EZ/NetAssetsOrFundBalances/EOY08951
IRS990EZ/NetAssetsOrFundBalancesEOY08951
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Doug LaBrosse
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Brian Rollar
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Sean McKinley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3David Romero
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Steve Abels
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Vice President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal013052
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Our mission is to facilitate personal and community development through leadership and service.
IRS990EZ/PrintingPublicationsPostage0144
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Our goals are to promote development in the personal and professional lives of members and to give back to the Charlotte community. Members participated in outreach activities and the annual Succession Golf Tournament.Yearly Programs include:Junior Achievement Grant Speaker EventsMembership Events
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses036271
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses011239
IRS990EZ/SpecialEventsNetIncomeLoss023983
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101812 Chestnut Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028205
IRS990EZ/TheBooksAreInCareOf/NamePerson0Sean McKinley
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07046624588
IRS990EZ/TotalAssets/BOY018280
IRS990EZ/TotalAssets/EOY08951
IRS990EZ/TotalExpenses050090
IRS990EZ/TotalRevenue040761
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.charlottesuccession.com
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year018913
IRS990ScheduleA/GiftsGrantsContribReceived170/Total018913
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc017105
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year0450
IRS990ScheduleA/OtherIncome170/Total0450
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal170018913
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year018913
IRS990ScheduleA/Total170/Total018913
IRS990ScheduleA/TotalSupport019363
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents011239
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1035222
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal035222
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1035222
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents035222
IRS990ScheduleG/EventsInformation/NameOfEvent10Golf Tournament
IRS990ScheduleG/EventsInformation/NetIncomeSummary023983
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1011239
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents011239
IRS990ScheduleO/GeneralExplanation/Explanation0Bank charges $25
IRS990ScheduleO/GeneralExplanation/Explanation1Supplies $119
IRS990ScheduleO/GeneralExplanation/Explanation2Website $420
IRS990ScheduleO/GeneralExplanation/Explanation3Speaker Events $3912
IRS990ScheduleO/GeneralExplanation/Explanation4Membership events $8576
IRS990ScheduleO/GeneralExplanation/Explanation5| Donee's Name: Junior Achievement | Donee's Address: 201 S Tryon Street, Suite 100 Charlotte, NC 28202 | Cash Amount Given: $35971
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference5Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0202550894
ReturnHeader/Filer/Name/BusinessNameLine10Charlotte Succession Inc
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/USAddress/AddressLine10PO Box 11525
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028220
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-05
ReturnHeader/Officer/Name0Judson McAdams
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101001 Morehead Square DrSte450
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Charlotte
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028203
ReturnHeader/Preparer/Name0Terry W Lancaster
ReturnHeader/Preparer/Phone07043721515
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-05T12:22:25-07:00

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