Civic Intelligence

The Csi Charloitte Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8226000

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileN/A
501 N Church StreetCharlotte, NC 28202

(704) 575-2446

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$109,187

Up $3,458 (+3.3%) from 2016

Net Assets

Up

$109,187

Up $3,458 (+3.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$3,994

Up $1,194 (+43%) from 2016

Expenses

Down

$536

Down $564 (-51%) from 2016

Net Income

Up

$3,458

Up $1,758 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$109,187
Liabilities-
Net Assets$109,187
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,994
Expenses$536
Net Income$3,458
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$97,635
Mission and Program Overview

Mission

To provide scholarships to architecture students at uncc.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNCC.NONE WERE APPROVED FOR THE CURRENT YEAR FROM UNCC, BUT WORKING ON THAT FOR THE NEXT YEAR.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG JONESChairman-$0--
TJ GOTTWALTSecretary-$0--
MIKE SITESTreasurer-$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
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Haas and Morgan CPA PLLC
Address
5605 CARNEGIE BLVD SUITE 375, Charlotte, NC 28209
Preparer
Sheila Haas
Phone
9803133835
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $23”

Other Assets.1

“Morgan Stanley Investments - Beginning $93641 Morgan Stanley Investments - Ending $0”

Raw XML Appendix142 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/PersonNm0MIKE SITES
IRS990EZ/BooksInCareOfDetail/PhoneNum07045862444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08845 RED OAK BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt093641
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03458
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0513
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105729
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109187
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02805
IRS990EZ/GrossReceiptsAmt097635
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01189
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109187
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/PersonNm2MIKE SITES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA DUNPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt093641
IRS990EZ/OtherExpensesTotalAmt023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNCC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS TO ARCHITECTURE STUDENTS AT UNCC.NONE WERE APPROVED FOR THE CURRENT YEAR FROM UNCC, BUT WORKING ON THAT FOR THE NEXT YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt096446
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0536
IRS990EZ/TotalRevenueAmt03994
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/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHARLOTTE CHAPTER CSI
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Morgan Stanley Investments - Beginning $93641 Morgan Stanley Investments - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/PreparerFirmName/BusinessNameLine1Txt0Haas and Morgan CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05605 CARNEGIE BLVD SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum09803133835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheila Haas
ReturnHeader/ReturnTs02017-11-15T05:17:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,187
Liabilities
-
Net assets
$109,187
Revenue
$3,994
Expenses
$536
Net income
$3,458
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