Civic Intelligence

Charlotte Catholic High School

EIN 23-7411591 • 501(c)3 • Charlotte, NC

Profile

To enrich the spiritual, academic and cultural development of charlotte catholic high school students.

PO Box 474055Charlotte, NC 28247

n/A

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-1059%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-39%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,360,811

Up $381,276 (+39%) from 2023

Liabilities

Up

$517

Up $517 from 2023

Net Assets

Up

$1,360,294

Up $380,759 (+39%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin1st percentile

Revenue

Up

$285,768

Up $238,295 (+502%) from 2023

Expenses

Down

$26,145

Down $1,918 (-6.8%) from 2023

Net Income

Up

$259,623

Up $240,213 (+1238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $722,880Liabilities 2014: $0Net Assets 2014: $722,8802014Assets 2015: $766,150Liabilities 2015: $0Net Assets 2015: $766,1502015Assets 2016: $811,701Liabilities 2016: $0Net Assets 2016: $811,7012016Assets 2017: $1,012,294Liabilities 2017: $100Net Assets 2017: $1,012,1942017Assets 2018: $1,169,431Liabilities 2018: $100Net Assets 2018: $1,169,3312018Assets 2019: $1,259,890Liabilities 2019: $0Net Assets 2019: $1,259,8902019Assets 2020: $1,262,408Liabilities 2020: $72,873Net Assets 2020: $1,189,5352020Assets 2021: $1,491,941Liabilities 2021: $44,023Net Assets 2021: $1,447,9182021Assets 2022: $916,396Liabilities 2022: $390Net Assets 2022: $916,0062022Assets 2023: $979,535Liabilities 2023: $0Net Assets 2023: $979,5352023Assets 2024: $1,360,811Liabilities 2024: $517Net Assets 2024: $1,360,2942024

Highlighted filing

2024

Assets$1,360,811
Liabilities$517
Net Assets$1,360,294
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$500K$0-$500KRevenue 2014: $105,021Expenses 2014: $95,401Net Income 2014: $9,6202014Revenue 2015: $196,734Expenses 2015: $100,461Net Income 2015: $96,2732015Revenue 2016: $240,621Expenses 2016: $115,687Net Income 2016: $124,9342016Revenue 2017: $378,715Expenses 2017: $202,930Net Income 2017: $175,7852017Revenue 2018: $317,361Expenses 2018: $235,736Net Income 2018: $81,6252018Revenue 2019: $316,936Expenses 2019: $265,906Net Income 2019: $51,0302019Revenue 2020: $329,319Expenses 2020: $337,712Net Income 2020: -$8,3932020Revenue 2021: $381,964Expenses 2021: $418,840Net Income 2021: -$36,8762021Revenue 2022: $41,699Expenses 2022: $483,372Net Income 2022: -$441,6732022Revenue 2023: $47,473Expenses 2023: $28,063Net Income 2023: $19,4102023Revenue 2024: $285,768Expenses 2024: $26,145Net Income 2024: $259,6232024

Highlighted filing

2024

Revenue$285,768
Expenses$26,145
Net Income$259,623
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,360,811
Liabilities
$517
Net assets
$1,360,294
Revenue
$285,768
Expenses
$26,145
Net income
$259,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.29$0.03$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.48$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.04$1.45$0.38$0.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.07$1.19$0.33$0.34$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.32$0.27$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.32$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.38$0.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.24$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.20$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$285,768
Mission and Program Overview

Mission

To enrich the spiritual, academic and cultural development of our students by raising funds which support charlotte catholic high school.

To enrich the spiritual, academic and cultural development of Charlotte Catholic High School students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$872,157$1,220,605▲ $348,448
Cash and Non-Interest-Bearing Accounts$107,378$140,206▲ $32,828
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$979,535$1,360,811▲ $381,276
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$517-
Total Liabilities$0$517▲ $517
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$776,943$1,104,411▲ $327,468
Net Assets With Donor Restrictions$202,592$255,883▲ $53,291
Total Net Assets Fund Balance$979,535$1,360,294▲ $380,759
Total Liabilities and Net Assets / Fund Balance$979,535$1,360,811▲ $381,276

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,041$2,041

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$872,157$234,670▲ $121,137-$1,220,605
2022$792,737-▲ $85,942-$872,157
2021$1,170,372$261▼ $134,034-$792,737
2020$904,222$7,853▲ $266,381-$1,170,372
2019$898,916$1,559▲ $10,911-$904,222
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Paul GehrigPresident
Jim DoyleDirector
Matt HoeflingDirector
Catherine WalshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,889
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,879
All Other Contributions
$280,889
Change in Net Assets
$259,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,145
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$14,061-$14,061
Fees for Service Investment Mgmnt Fees-$7,359-$7,359
Insurance-$3,258-$3,258
Information Technology-$1,075-$1,075
Other Expenses-$166-$166
Total Functional Expenses$0$26,145$0$26,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members are provided a PDF copy via email for review before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Charlotte Catholic High School
EIN
23-7411591
Phone
7045439118
Address
PO Box 474055, Charlotte, NC 28247

Signing Officer

Name
Catherine Walsh
Title
Treasurer
Signed
2025-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Gehrig
Formed
1974
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Quasi-Endowment funds were established to begin building a long term reserve of funds for the foundation, with the potential of having a true endowment fund where only the earnings from the funds, not the principal, are used annually to support the organization's charitable purpose.”

Raw XML Appendix378 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0517
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To enrich the spiritual, academic and cultural development of Charlotte Catholic High School students.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0280889
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jennifer Nowak
IRS990/BooksInCareOfDetail/PhoneNum07049686444
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04023 Winterberry Place
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028210
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0107378
IRS990/CashNonInterestBearingGrp/EOYAmt0140206
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0280889
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt026145
IRS990/CYOtherRevenueAmt04879
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0259623
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026145
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0285768
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide financial support for the benefit of the Charlotte Catholic High School community. Financial support may include contributions towards capital improvement projects, scholarships for students and alumni, teacher grants for professional development, and merit based awards to improve teacher retention. It also includes hospitality events for the Charlotte Catholic High School students, parents, teachers and alumni.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0202592
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0255883
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014061
IRS990/FeesForServicesOtherGrp/TotalAmt014061
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07359
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07359
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Paul Gehrig
IRS990/Form990PartVIISectionAGrp/PersonNm1Catherine Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Hoefling
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Doyle
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0285768
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01075
IRS990/InformationTechnologyGrp/TotalAmt01075
IRS990/InsuranceGrp/ManagementAndGeneralAmt03258
IRS990/InsuranceGrp/TotalAmt03258
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0872157
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01220605
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02041
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02041
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To enrich the spiritual, academic and cultural development of Charlotte Catholic High School students.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0979535
IRS990/NetAssetsOrFundBalancesEOYAmt01360294
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0121136
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0776943
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01104411
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0226
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1166
IRS990/OtherExpensesGrp/TotalAmt0226
IRS990/OtherExpensesGrp/TotalAmt1166
IRS990/OtherRevenueMiscGrp/Desc0Restitution Payments Received
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04879
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04879
IRS990/OtherRevenueTotalAmt04879
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Paul Gehrig
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt041823
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028063
IRS990/PYOtherRevenueAmt05650
IRS990/PYRevenuesLessExpensesAmt019410
IRS990/PYTotalExpensesAmt028063
IRS990/PYTotalRevenueAmt047473
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0259623
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0280889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0400020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0329711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01011609
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041823
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041823
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt055390
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-19503
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-3096
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-22599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98140
IRS990ScheduleA/PublicSupportPY170Pct00.83180
IRS990ScheduleA/PublicSupportTotal170Amt01011609
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0280889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0400020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0329711
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01011609
IRS990ScheduleA/TotalSupportAmt01030833
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07359
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0872157
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0234670
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01220605
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06522
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0792737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0872157
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt085942
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01170372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0792737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0235000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-134034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0904222
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07853
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01170372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0266381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0898916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01559
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0904222
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010911
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02041
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02041
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Quasi-Endowment funds were established to begin building a long term reserve of funds for the foundation, with the potential of having a true endowment fund where only the earnings from the funds, not the principal, are used annually to support the organization's charitable purpose.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueSecuritiesAmt01220605
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members are provided a PDF copy via email for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0979535
IRS990/TotalAssetsEOYAmt01360811
IRS990/TotalAssetsGrp/BOYAmt0979535
IRS990/TotalAssetsGrp/EOYAmt01360811
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0280889
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026145
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026145
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0517
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0517
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0979535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01360294
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285768
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0979535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01360811
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0601 Robmont Road
IRS990/USAddress/CityNm0Charlotte
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028270
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Catholic High School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0237411591
ReturnHeader/Filer/PhoneNum07045439118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 474055
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-02-03T15:55:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.