Civic Intelligence

Spay Neuter Charlotte

990 • Fiscal year 2016 • EIN 27-3665227

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profilespayneutercharlotte.org
224 W 32nd StreetCharlotte, NC 28206

(704) 375-2009

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.36x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • NTEE D • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.12x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • NTEE D • $1M-$5M nonprofits • Source year 2016

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2016 filings • NTEE D • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$66,154

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • NTEE D • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

165%

Faster asset growth than 97% of similar nonprofits.

2016 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$664,352

Up $413,953 (+165%) from 2015

Net Assets

Up

$425,901

Up $221,068 (+108%) from 2015

Liabilities

Up

$238,451

Up $192,885 (+423%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin61st percentile

Revenue

Up

$2,039,080

Up $454,494 (+29%) from 2015

Expenses

Up

$1,818,012

Up $274,464 (+18%) from 2015

Net Income

Up

$221,068

Up $180,030 (+439%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $112,462Liabilities 2011: $36,924Net Assets 2011: $75,5382011Assets 2012: $142,881Liabilities 2012: $46,341Net Assets 2012: $96,5402012Assets 2013: $247,669Liabilities 2013: $39,595Net Assets 2013: $208,0742013Assets 2014: $212,379Liabilities 2014: $48,584Net Assets 2014: $163,7952014Assets 2015: $250,399Liabilities 2015: $45,566Net Assets 2015: $204,8332015Assets 2016: $664,352Liabilities 2016: $238,451Net Assets 2016: $425,9012016Assets 2017: $1,018,943Liabilities 2017: $559,071Net Assets 2017: $459,8722017Assets 2018: $1,290,305Liabilities 2018: $467,530Net Assets 2018: $822,7752018Assets 2019: $2,574,727Liabilities 2019: $1,398,304Net Assets 2019: $1,176,4232019Assets 2020: $3,275,745Liabilities 2020: $1,772,173Net Assets 2020: $1,503,5722020Assets 2021: $4,163,905Liabilities 2021: $1,669,353Net Assets 2021: $2,494,5522021Assets 2022: $5,512,429Liabilities 2022: $2,615,716Net Assets 2022: $2,896,7132022Assets 2023: $5,581,579Liabilities 2023: $2,417,633Net Assets 2023: $3,163,9462023Assets 2024: $5,829,798Liabilities 2024: $2,713,226Net Assets 2024: $3,116,5722024

Highlighted filing

2016

Assets$664,352
Liabilities$238,451
Net Assets$425,901
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $183,4412011Expenses 2012: $543,3292012Revenue 2013: $1,017,393Expenses 2013: $905,859Net Income 2013: $111,5342013Revenue 2014: $1,358,052Expenses 2014: $1,402,331Net Income 2014: -$44,2792014Revenue 2015: $1,584,586Expenses 2015: $1,543,548Net Income 2015: $41,0382015Revenue 2016: $2,039,080Expenses 2016: $1,818,012Net Income 2016: $221,0682016Revenue 2017: $2,939,222Expenses 2017: $2,905,251Net Income 2017: $33,9712017Revenue 2018: $3,810,929Expenses 2018: $3,448,026Net Income 2018: $362,9032018Revenue 2019: $4,554,255Expenses 2019: $4,200,607Net Income 2019: $353,6482019Revenue 2020: $4,799,941Expenses 2020: $4,472,792Net Income 2020: $327,1492020Revenue 2021: $5,867,470Expenses 2021: $4,876,490Net Income 2021: $990,9802021Revenue 2022: $4,872,256Expenses 2022: $4,460,865Net Income 2022: $411,3912022Revenue 2023: $5,581,157Expenses 2023: $5,313,924Net Income 2023: $267,2332023Revenue 2024: $5,703,397Expenses 2024: $5,750,771Net Income 2024: -$47,3742024

Highlighted filing

2016

Revenue$2,039,080
Expenses$1,818,012
Net Income$221,068
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$2,077,331
Mission and Program Overview

Mission

The organization stands for every pet and pet owner by making the highest quality veterinary care and spay neuter services affordable and accessible, with the goal of reducing the number of dogs and cats euthanized in regional shelters and creating a community without homeless pets.

Spay Neuter Charlotte was founded in 2011 to end euthanasia in the Charlotte Mecklenburg region by providing high quality affordable spay/neuter and veterinary care for pet owners to retain pets in their forever homes, with the belief that everyone deserves the privilege of pet ownership regardless of financial resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$172,593$327,171▲ $154,578
Loans From Officers Directors-$200,000-
Intangible Assets-$192,000-
Land, Buildings, and Equipment, Net$73,968$137,607▲ $63,639
Prepaid Expenses and Deferred Charges$718$5,718▲ $5,000
Accounts Receivable$3,120$1,856▼ $1,264
Total Assets$250,399$664,352▲ $413,953
Liabilities
Accounts Payable and Accrued Expenses$45,566$38,451▼ $7,115
Total Liabilities$45,566$238,451▲ $192,885
Net Assets / Fund Balance
Unrestricted Net Assets$126,133$239,235▲ $113,102
Temporarily Rstr Net Assets$78,700$186,666▲ $107,966
Total Net Assets Fund Balance$204,833$425,901▲ $221,068
Total Liabilities and Net Assets / Fund Balance$250,399$664,352▲ $413,953

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,126$143,338$184,464
Leasehold Improvements$96,481$79,999$176,480
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cary Bernsteinexecutive directorFT$66,154$66,154

Board Members and Trustees

NameTitle
Edith Upchurchchairperson
Olivia Cohenvice-chairperson
Ellen Ruffboard member
Krissie Newmanboard member
Liz Winerboard member
Rich Osborneboard member
Trip Wheelerboard member
Renee Englishsecretary
Terry Lancastertreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$322,199
Program Service Revenue
$1,636,846
Investment Income
$0
Other Revenue
$80,035
All Other Contributions
$322,199
Change in Net Assets
$221,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,039,080
Revenue Not Reported on Form 990
$38,251
Total Revenue per Audited Statements
$2,077,331
Total Revenue per Form 990
$2,039,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$979,841
Other Expenses$838,171
Total Fundraising Expense$17,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$751,782$60,634$0$812,416
Depreciation Depletion$69,843$29,932$0$99,775
Occupancy$67,566$27,070$1,887$96,523
All Other Expenses$74,966$6,715$6,065$87,746
Payroll Taxes$66,218$7,309$522$74,049
Current Officers, Directors, Trustees, and Key Employees$29,846$29,845$6,463$66,154
Advertising$46,005$18,402$1,314$65,721
Other Employee Benefits$19,055$7,622$545$27,222
Insurance$15,654$6,709$0$22,363
Other Expenses$13,088$5,609$0$18,697
Information Technology$5,766$1,510$108$7,384
Fees for Services Accounting$2,940$1,260$0$4,200
Travel$696$279$20$995
Office Expenses$298$119$9$426
Conferences and Meetings$185$80$0$265
Total Functional Expenses$1,586,043$214,486$17,483$1,818,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,856,263
Expenses per Audited Statements$1,818,012
Total Expenses per Form 990$1,818,012
Expenses Not Reported on Form 990$38,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$118,286
Fundraising Direct Expenses$38,251
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bone Appetit$91,825$91,825$23,552$68,273
Art Unleashed$26,461$26,461$14,699$11,762
Total Events$118,286$118,286$38,251$80,035
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
Loans from Officers, Directors, Trustees, and Key Employees-$200,000-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Spay Neuter Charlotte
EIN
27-3665227
Phone
7043752009
Address
224 W 32nd Street, Charlotte, NC 28206

Signing Officer

Name
Cary Bernstein
Title
Executive Director
Phone
7043752009
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cary Bernstein
Formed
2010
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
35
Volunteers
30

Preparer

Firm
Goldberg & Davis CPAs
Address
5950 Fairview Road Suite 408, Charlotte, NC 28210
Preparer
Robert W Davis
Phone
7045512223
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the 990 is electroncially send to all board members, who must approve it prior to filing.”

Pt VI, Line 12C

“Each board member signs an annual statement attesting to adherence to the policy.”

Pt VI, Line 19

“All pertinent documents are made available to public request.”

Pt VI, Line 15A

“The board performs an annual review of the executive director's compensation package.”

Form 990, Part IX, Line 24E

“Licenses 5891. 5891. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 1453. 1271. 182. 0.”

Form 990, Part IX, Line 24E

“Bank and credit card fees 37278. 36728. 513. 37.”

Form 990, Part IX, Line 24E

“Utilities 16252. 11376. 4570. 306.”

Form 990, Part IX, Line 24E

“Fundraising costs 5618. 0. 0. 5618.”

Form 990, Part IX, Line 24E

“Website 5180. 3626. 1450. 104.”

Form 990, Part IX, Line 24E

“Building upfit 16074. 16074. 0. 0.”

Financial Statement Notes

Pt XI, Line 2D

“$38,251 of direct fundraising event expenses were netted against revenue on this Form 990 but were included in expenses on the audited financial statements.”

Pt XII, Line 2D

“$38,251 of direct fundraising event expenses were netted against revenue on this Form 990 but were included in expenses on the audited financial statements.”

Raw XML AppendixShowing 400 of 524 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/BOYAmt045566
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038451
IRS990/AccountsReceivableGrp/BOYAmt03120
IRS990/AccountsReceivableGrp/EOYAmt01856
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Spay Neuter Charlotte was founded in 2011 to end euthanasia in the Charlotte Mecklenburg region by providing high quality affordable spay/neuter and veterinary care for pet owners to retain pets in their forever homes, with the belief that everyone deserves the privilege of pet ownership regardless of financial resources.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt01314
IRS990/AdvertisingGrp/ManagementAndGeneralAmt018402
IRS990/AdvertisingGrp/ProgramServicesAmt046005
IRS990/AdvertisingGrp/TotalAmt065721
IRS990/AllOtherContributionsAmt0322199
IRS990/AllOtherExpensesGrp/FundraisingAmt06065
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06715
IRS990/AllOtherExpensesGrp/ProgramServicesAmt074966
IRS990/AllOtherExpensesGrp/TotalAmt087746
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0CARY BERNSTEIN
IRS990/BooksInCareOfDetail/PhoneNum07043752009
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0224 W 32nd Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028206
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0172593
IRS990/CashNonInterestBearingGrp/EOYAmt0327171
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06463
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt029845
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt029846
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066154
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt080
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0185
IRS990/ConferencesMeetingsGrp/TotalAmt0265
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0322199
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0838171
IRS990/CYOtherRevenueAmt080035
IRS990/CYProgramServiceRevenueAmt01636846
IRS990/CYRevenuesLessExpensesAmt0221068
IRS990/CYSalariesCompEmpBnftPaidAmt0979841
IRS990/CYTotalExpensesAmt01818012
IRS990/CYTotalFundraisingExpenseAmt017483
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02039080
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt029932
IRS990/DepreciationDepletionGrp/ProgramServicesAmt069843
IRS990/DepreciationDepletionGrp/TotalAmt099775
IRS990/Desc0IN 2016 SPAY NEUTER CHARLOTTE PROVIDED 11,782 SPAY NEUTER SURGERIES TO PET OWNERS IN THE REGION FOR A CUMULATIVE TOTAL OF 46,493 SURGERIES ACCOMPLISHED SINCE AUGUST 2011. IN 2016 THE CLINICS EXPANDED WELLNESS SERVICES MAKING IT POSSIBLE FOR ALL PET OWNERS, REGARDLESS OF FINANCIAL RESOURCES, TO PROVIDE BASIC MEDICAL CARE FOR THEIR DOG OR CAT. DURING 2016 THE CLINICS SAW MORE THAN 8,000 PATIENTS FOR THESE SERVICES. BY YEAR END PLANS WERE UNDERWAY TO OPEN A THIRD CLINIC LOCATION IN MOORESVILLE AND TO MOVE THE CHARLOTTE CLINIC INTO A LARGER FACILITY WHICH WILL MAKE IT POSSIBLE TO HAVE A FULL SERVICE VETERINARY PRACTICE (IN ADDITION TO SPAY/NEUTER) IN ORDER TO BETTER MEET THE NEEDS OF PET OWNERS IN THE COMMUNITY. THE PET FOOD PANTRY PARTNERSHIP WITH 2ND HARVEST FOOD BANK AND LOAVES AND FISHES PROVIDED PET FOOD TO OVER 680 DOGS AND CATS AND THE CLINICS PROVIDED DISCOUNTED SERVICES TO 38 REGIONAL RESCUES TO HELP FACILITATE ADOPTION. EACH OF OUR PROGRAM ACTIVITIES SPECIFICALLY TARGETED TO RETAIN PETS IN THEIR FOREVER HOMES. IN 2016 IN CHARLOTTE/MECKLENBURG THE EUTHANASIA STATISTICS DROPPED MORE THAN 45% AND WHILE SPAY NEUTER CHARLOTTE CANNOT TAKE THE ENTIRE CREDIT FOR THIS REDUCTION IT IS CLEAR THAT OUR WORK IS HAVING A SIGNIFICANT IMPACT IN OUR REGION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt035
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01586043
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01260
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02940
IRS990/FeesForServicesAccountingGrp/TotalAmt04200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0CARY BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1EDITH UPCHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm2OLIVIA COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm3RENEE ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRY LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm5RICH OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm6KRISSIE NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7LIZ WINER
IRS990/Form990PartVIISectionAGrp/PersonNm8ELLEN RUFF
IRS990/Form990PartVIISectionAGrp/PersonNm9TRIP WHEELER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt066154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0executive director
IRS990/Form990PartVIISectionAGrp/TitleTxt1chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice-chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt3secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9board member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt038251
IRS990/FundraisingGrossIncomeAmt0118286
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02077331
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0108
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01510
IRS990/InformationTechnologyGrp/ProgramServicesAmt05766
IRS990/InformationTechnologyGrp/TotalAmt07384
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06709
IRS990/InsuranceGrp/ProgramServicesAmt015654
IRS990/InsuranceGrp/TotalAmt022363
IRS990/IntangibleAssetsGrp/EOYAmt0192000
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0223337
IRS990/LandBldgEquipBasisNetGrp/BOYAmt073968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0137607
IRS990/LandBldgEquipCostOrOtherBssAmt0360944
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0200000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Spay Neuter Charlotte was founded in 2011 to end euthanasia in the Charlotte/Mecklenburg
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0204833
IRS990/NetAssetsOrFundBalancesEOYAmt0425901
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt080035
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt080035
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01887
IRS990/OccupancyGrp/ManagementAndGeneralAmt027070
IRS990/OccupancyGrp/ProgramServicesAmt067566
IRS990/OccupancyGrp/TotalAmt096523
IRS990/OfficeExpensesGrp/FundraisingAmt09
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0119
IRS990/OfficeExpensesGrp/ProgramServicesAmt0298
IRS990/OfficeExpensesGrp/TotalAmt0426
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0545
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07622
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019055
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027222
IRS990/OtherExpensesGrp/Desc0Outside services
IRS990/OtherExpensesGrp/Desc1Medical supplies and services
IRS990/OtherExpensesGrp/Desc2Telephone and internet
IRS990/OtherExpensesGrp/Desc3Staff supplies
IRS990/OtherExpensesGrp/FundraisingAmt092
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2458
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35609
IRS990/OtherExpensesGrp/ProgramServicesAmt011816
IRS990/OtherExpensesGrp/ProgramServicesAmt1394273
IRS990/OtherExpensesGrp/ProgramServicesAmt216046
IRS990/OtherExpensesGrp/ProgramServicesAmt313088
IRS990/OtherExpensesGrp/TotalAmt016880
IRS990/OtherExpensesGrp/TotalAmt1394273
IRS990/OtherExpensesGrp/TotalAmt222923
IRS990/OtherExpensesGrp/TotalAmt318697
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060634
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0751782
IRS990/OtherSalariesAndWagesGrp/TotalAmt0812416
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0522
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07309
IRS990/PayrollTaxesGrp/ProgramServicesAmt066218
IRS990/PayrollTaxesGrp/TotalAmt074049
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0718
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05718
IRS990/PrincipalOfficerNm0CARY BERNSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541940
IRS990/ProgramServiceRevenueGrp/Desc0animal sterilization and wellness services
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01636846
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0229109
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0650395
IRS990/PYProgramServiceRevenueAmt01355477
IRS990/PYRevenuesLessExpensesAmt041038
IRS990/PYSalariesCompEmpBnftPaidAmt0893153
IRS990/PYTotalExpensesAmt01543548
IRS990/PYTotalRevenueAmt01584586
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0221068
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01636846
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt012500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt070000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0117500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0322199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0229109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0262384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01106752
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01636846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01355477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01214499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0755009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0414824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05376655
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98190
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt06365907
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt012500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt070000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0117500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01959045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01584586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01358052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01017393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0564331
IRS990ScheduleA/Total509Grp/TotalAmt06483407
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06483407
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt041126
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0143338
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0184464
IRS990ScheduleD/ExpensesNotReportedAmt038251
IRS990ScheduleD/ExpensesSubtotalAmt01818012
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt096481
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt079999
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0176480
IRS990ScheduleD/OtherExpensesIncludedAmt038251
IRS990ScheduleD/OtherRevenueAmt038251
IRS990ScheduleD/RevenueNotReportedAmt038251
IRS990ScheduleD/RevenueSubtotalAmt02039080
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0$38,251 of direct fundraising event expenses were netted against revenue on this Form 990 but were included in expenses on the audited financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1$38,251 of direct fundraising event expenses were netted against revenue on this Form 990 but were included in expenses on the audited financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0137607
IRS990ScheduleD/TotalExpensesPerForm990Amt01818012
IRS990ScheduleD/TotalRevenuePerForm990Amt02039080
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02077331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01856263
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038251
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bone Appetit
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Art Unleashed
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0118286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0118286
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt080035
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014699
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt150000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt350000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0new facility
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1new facility
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2new facility
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3new facility
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt150000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt350000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0CARY BERNSTEIN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$664,352
Liabilities
$238,451
Net assets
$425,901
Revenue
$2,039,080
Expenses
$1,818,012
Net income
$221,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$2.71$3.12$5.70$5.75$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$2.42$3.16$5.58$5.31$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$2.62$2.90$4.87$4.46$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$1.67$2.49$5.87$4.88$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.77$1.50$4.80$4.47$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$1.40$1.18$4.55$4.20$0.35
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.47$0.82$3.81$3.45$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.56$0.46$2.94$2.91$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.24$0.43$2.04$1.82$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.05$0.20$1.58$1.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$1.36$1.40$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.04$0.21$1.02$0.91$0.11
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.05$0.10$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.04$0.08$0.18