Civic Intelligence

The Csi Charlotte Foundation Inc

EIN 20-8226000 • 501(c)3 • Charlotte, NC

Profile

To provide scholarships to architecture students at uncc.

501 N Church StreetCharlotte, NC 28202

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-832%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-4.5%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$113,271

Down $5,303 (-4.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$113,271

Down $5,303 (-4.5%) from 2018

Operations
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Down

$637

Down $14,640 (-96%) from 2018

Expenses

Up

$5,940

Up $50 (+0.8%) from 2018

Net Income

Down

-$5,303

Down $14,690 (-156%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$150K$100K$50K$0Assets 2012: $64,709Liabilities 2012: $02012Assets 2013: $74,745Liabilities 2013: $02013Assets 2014: $87,737Liabilities 2014: $02014Assets 2015: $87,672Liabilities 2015: $02015Assets 2016: $105,729Net Assets 2016: $105,7292016Assets 2017: $109,187Net Assets 2017: $109,1872017Assets 2018: $118,574Net Assets 2018: $118,5742018Assets 2019: $113,271Net Assets 2019: $113,2712019

Highlighted filing

2019

Assets$113,271
Liabilities-
Net Assets$113,271
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$20K$10K$0-$10KRevenue 2012: $9,086Expenses 2012: $4,875Net Income 2012: $4,2112012Revenue 2013: $12,286Expenses 2013: $2,250Net Income 2013: $10,0362013Revenue 2014: $6,560Expenses 2014: $2,250Net Income 2014: $4,3102014Revenue 2015: $2,137Expenses 2015: $3,385Net Income 2015: -$1,2482015Revenue 2016: $2,800Expenses 2016: $1,100Net Income 2016: $1,7002016Revenue 2017: $3,994Expenses 2017: $536Net Income 2017: $3,4582017Revenue 2018: $15,277Expenses 2018: $5,890Net Income 2018: $9,3872018Revenue 2019: $637Expenses 2019: $5,940Net Income 2019: -$5,3032019

Highlighted filing

2019

Revenue$637
Expenses$5,940
Net Income-$5,303
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,271
Liabilities
-
Net assets
$113,271
Revenue
$637
Expenses
$5,940
Net income
-$5,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.15$0.06$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.04$0.01$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.03$0.01$0.02
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.02$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.07$0.02$0.04
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.12$0.02$0.10
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.09$0.05$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$637
Mission and Program Overview

Mission

To provide scholarships to architecture students at uncc.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNC CHARLOTTE.$5,000$5,000
TO PROVIDE A SCHOLARSHIP TO UNCC STUDENTS FOR EDUCATIONAL CLASS AND EXAM.$400$400
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG JONESChairman-$0--
TJ GOTTWALTTreasurer-$0--
JARRETT DAVISSecretary-$0--
ANGELA DUNPHYVice Chairman-$0--
Filing and Contact Details

Filer

Filer Name
The Csi Charlotte Foundation Inc
EIN
20-8226000
Phone
7045752446
Address
501 N CHURCH STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Greg Jones
Title
Chairman
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Haas and Morgan CPA PLLC
Address
415 S Sharon Amity Rd Suite B, Charlotte, NC 28211
Preparer
Sheila Haas
Phone
9803133835
Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TJ GOTTWALT
IRS990EZ/BooksInCareOfDetail/PhoneNum03362394812
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 N CHURCH ST 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113271
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5303
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0540
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113271
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05400
IRS990EZ/GrossReceiptsAmt0637
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113271
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113271
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TJ GOTTWALT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JARRETT DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA DUNPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNCC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNC CHARLOTTE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE A SCHOLARSHIP TO UNCC STUDENTS FOR EDUCATIONAL CLASS AND EXAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05940
IRS990EZ/TotalProgramServiceExpensesAmt05400
IRS990EZ/TotalRevenueAmt0637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IRS LETTER RECEIVED WHEN FORM 1023 ACCEPTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237380484
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHARLOTTE CHAPTER CSI
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CSI CHARLOTTE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CSIC
ReturnHeader/Filer/EIN0208226000
ReturnHeader/Filer/PhoneNum07045752446
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 N CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474828123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haas and Morgan CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 S Sharon Amity Rd Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum09803133835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheila Haas
ReturnHeader/ReturnTs02019-11-11T10:06:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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