Civic Intelligence

Charlotte Fellows Program

990EZ • Fiscal year 2022 • EIN 27-1901667

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profilecltfellows.org
2820 Selwyn Ave Ste 634Charlotte, NC 28209

(704) 268-9052

Siviq Scores

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

Liabilities / Assets

81st percentile

0.11x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.06x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

17%

Higher net margin than 63% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$80,792

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

2022 filings • NTEE X20 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

60%

Faster asset growth than 79% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

114%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$90,221

Up $33,795 (+60%) from 2021

Net Assets

Up

$80,439

Up $27,823 (+53%) from 2021

Liabilities

Up

$9,782

Up $5,972 (+157%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin63rd percentile

Revenue

Up

$163,043

Up $86,941 (+114%) from 2021

Expenses

Up

$135,220

Up $49,752 (+58%) from 2021

Net Income

Up

$27,823

Up $37,189 (+397%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2021: $56,426Liabilities 2021: $3,810Net Assets 2021: $52,6162021Assets 2022: $90,221Liabilities 2022: $9,782Net Assets 2022: $80,4392022Assets 2023: $120,050Liabilities 2023: $0Net Assets 2023: $120,0502023Assets 2024: $91,027Liabilities 2024: $0Net Assets 2024: $91,0272024

Highlighted filing

2022

Assets$90,221
Liabilities$9,782
Net Assets$80,439
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2021: $76,102Expenses 2021: $85,468Net Income 2021: -$9,3662021Revenue 2022: $163,043Expenses 2022: $135,220Net Income 2022: $27,8232022Revenue 2023: $196,880Expenses 2023: $157,269Net Income 2023: $39,6112023Revenue 2024: $163,129Expenses 2024: $192,152Net Income 2024: -$29,0232024

Highlighted filing

2022

Revenue$163,043
Expenses$135,220
Net Income$27,823
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$163,043
Mission and Program Overview

Mission

Professional and spiritual training and mentoring

Program Services

DescriptionGrantsExpenses
Postgraduate Program - Executed professional and spiritual training/mentoring program for a 7 person cohort$0$26,843
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn TriceExecutive DirectorFT$80,792-$80,792
Ryan MisenheimerBoard Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Fellows Program
EIN
27-1901667
Phone
7042689052
Address
2820 Selwyn Ave Ste 634, Charlotte, NC 28209

Signing Officer

Name
Ryan Misenheimer
Title
Treasurer
Phone
7042689052
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Interest Income;22^Total;22^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Program expenses;26843|Events;1540|General and administrative;14515^Total;42898^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Payables and accrued expenses;8382|Deferred revenue;1400^Total;9782^”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07042689052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02820 Selwyn Ave Ste 634
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028209
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathryn Trice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ryan Misenheimer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042898
IRS990EZ/OtherRevenueTotalAmt022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Professional and spiritual training and mentoring
IRS990EZ/PrintingPublicationsPostageAmt0546
IRS990EZ/ProgramServiceRevenueAmt044558
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026843
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt089437
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03810
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09782
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0135220
IRS990EZ/TotalProgramServiceExpensesAmt026843
IRS990EZ/TotalRevenueAmt0163043
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0cltfellows.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt08178
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt022395
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt030573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0365072
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91625
IRS990ScheduleA/PublicSupportPY509Pct00.92522
IRS990ScheduleA/PublicSupportTotal509Amt0334499
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt08178
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt022395
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt030573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045538
IRS990ScheduleA/Total509Grp/TotalAmt0365072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045538
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365072
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Interest Income;22^Total;22^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Program expenses;26843|Events;1540|General and administrative;14515^Total;42898^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Payables and accrued expenses;8382|Deferred revenue;1400^Total;9782^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Misenheimer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042689052
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE FELLOWS PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0271901667
ReturnHeader/Filer/PhoneNum07042689052
ReturnHeader/Filer/USAddress/AddressLine1Txt02820 Selwyn Ave Ste 634
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-14T19:32:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,221
Liabilities
$9,782
Net assets
$80,439
Revenue
$163,043
Expenses
$135,220
Net income
$27,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.63$1.92$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$1.97$1.57$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.10$0.80$1.63$1.35$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.04$0.53$0.76$0.85$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits