Civic Intelligence

The Charlotte Assembly

EIN 30-0507479 • 501(c)7 • Charlotte, NC

Profile

Social Club

4343 ArborwayCharlotte, NC 28211

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

NTEE N50 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.00x

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

NTEE N50 • <$500k nonprofits • Source year 2025

Net Margin

53rd percentile

6.5%

Higher net margin than 53% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE N50 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

9.4%

Faster asset growth than 61% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$231,462

Up $19,929 (+9.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$231,462

Up $19,929 (+9.4%) from 2024

Operations
Liabilities / Revenue67th percentileNet Margin53rd percentile

Revenue

Up

$308,960

Up $77,647 (+34%) from 2024

Expenses

Up

$289,031

Up $50,088 (+21%) from 2024

Net Income

Up

$19,929

Up $27,559 (+361%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2010: $117,959Net Assets 2010: $117,9592010Assets 2011: $139,991Liabilities 2011: $25,830Net Assets 2011: $114,1612011Assets 2012: $120,307Net Assets 2012: $120,3072012Assets 2013: $135,661Net Assets 2013: $135,6612013Assets 2014: $149,952Net Assets 2014: $149,9522014Assets 2015: $168,666Net Assets 2015: $168,6662015Assets 2016: $192,628Net Assets 2016: $192,6282016Assets 2017: $188,027Net Assets 2017: $188,0272017Assets 2018: $155,907Net Assets 2018: $155,9072018Assets 2019: $169,841Liabilities 2019: $0Net Assets 2019: $169,8412019Assets 2020: $178,910Net Assets 2020: $178,9102020Assets 2021: $269,247Net Assets 2021: $269,2472021Assets 2022: $327,286Net Assets 2022: $327,2862022Assets 2023: $215,791Net Assets 2023: $215,7912023Assets 2024: $211,533Liabilities 2024: $0Net Assets 2024: $211,5332024Assets 2025: $231,462Liabilities 2025: $0Net Assets 2025: $231,4622025

Highlighted filing

2025

Assets$231,462
Liabilities$0
Net Assets$231,462
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KRevenue 2010: $103,782Expenses 2010: $109,576Net Income 2010: -$5,7942010Revenue 2011: $139,959Expenses 2011: $143,757Net Income 2011: -$3,7982011Revenue 2012: $142,818Expenses 2012: $136,672Net Income 2012: $6,1462012Revenue 2013: $160,784Expenses 2013: $145,430Net Income 2013: $15,3542013Revenue 2014: $167,951Expenses 2014: $153,660Net Income 2014: $14,2912014Revenue 2015: $161,948Expenses 2015: $143,234Net Income 2015: $18,7142015Revenue 2016: $186,977Expenses 2016: $163,015Net Income 2016: $23,9622016Revenue 2017: $165,555Expenses 2017: $170,169Net Income 2017: -$4,6142017Revenue 2018: $187,578Expenses 2018: $219,698Net Income 2018: -$32,1202018Revenue 2019: $220,530Expenses 2019: $206,754Net Income 2019: $13,7762019Revenue 2020: $196,525Expenses 2020: $187,456Net Income 2020: $9,0692020Revenue 2021: $162,744Expenses 2021: $72,407Net Income 2021: $90,3372021Revenue 2022: $190,246Expenses 2022: $132,207Net Income 2022: $58,0392022Revenue 2023: $188,783Expenses 2023: $300,278Net Income 2023: -$111,4952023Revenue 2024: $231,313Expenses 2024: $238,943Net Income 2024: -$7,6302024Revenue 2025: $308,960Expenses 2025: $289,031Net Income 2025: $19,9292025

Highlighted filing

2025

Revenue$308,960
Expenses$289,031
Net Income$19,929
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,462
Liabilities
$0
Net assets
$231,462
Revenue
$308,960
Expenses
$289,031
Net income
$19,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$3.09$2.89$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$2.31$2.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.89$3.00$1.11
2022Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.90$1.32$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.69$2.69$1.63$0.72$0.90
2020Detailed filing. Detailed filing data is available for this year.$1.79$1.79$1.97$1.87$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$2.21$2.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.88$2.20$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.88$1.88$1.66$1.70$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.93$1.93$1.87$1.63$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.69$1.62$1.43$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.50$1.50$1.68$1.54$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.36$1.61$1.45$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$1.43$1.37$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.26$1.14$1.40$1.44$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$1.18$1.04$1.10$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 12, 2025
Return Version
2024v5.1
Gross Receipts
$308,960
Mission and Program Overview

Mission

Social Club

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$153,858$153,873▲ $15
Cash and Non-Interest-Bearing Accounts$57,675$77,589▲ $19,914
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 Other Securities-$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$211,533$231,462▲ $19,929
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$211,533$231,462▲ $19,929
Total Net Assets Fund Balance$211,533$231,462▲ $19,929
Total Liabilities and Net Assets / Fund Balance$211,533$231,462▲ $19,929
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Beth BowenPast President
Mary BradleyPresident
Betsy ParkhurstPresident Elect
Amy BurlesonDirector
Betsy McIntyreDirector
Cathy AustinDirector
Debbie FrailDirector
Denny O'LearyDirector
Elizabeth ShawDirector
Jane LockwoodDirector
June RhyneDirector
Kathy GatelyDirector
Martha PlayerDirector
Mary SmithDirector
Mason SmithDirector
Meredith JorgensenDirector
Sally HelwegDirector
Susan CaltonDirector
Kristin LewisAsst Treasurer
Kimbrel MorrisSecretary
Molly MaconTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$308,945
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$19,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,781
Grants and Similar Amounts Paid$8,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$250,955--$250,955
Grants to Domestic Orgs$8,250--$8,250
Office Expenses-$3,181-$3,181
Other Expenses$2,431$5,814-$2,431
Insurance-$1,898-$1,898
Fees for Services Other$782--$782
Fees for Services Accounting-$500-$500
Total Functional Expenses$264,925$24,106$0$289,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charlotte Symphony OrchestraCharlotte, NC--$8,250
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
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“A nominating committee who suggests those who they would like to serve. Once the slate all agrees to serve, that information is sent to the members in a yearly mailing. At our annual meeting, the members approve the slate of officers.”

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

“The Treasurer reviews the 990 before filing”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Charlotte Assembly
EIN
30-0507479
Phone
7046510170
Address
4343 Arborway, Charlotte, NC 28211

Signing Officer

Name
Kristin Lewis
Title
Treasurer
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Parkhurst
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
45

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Michelle D Roberts
Phone
7043721515
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08250
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0308960
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01898
IRS990/InsuranceGrp/TotalAmt01898
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Social Club
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0211533
IRS990/NetAssetsOrFundBalancesEOYAmt0231462
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0231462
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IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03181
IRS990/OfficeExpensesGrp/TotalAmt03181
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Artificial Trees
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Hospitality
IRS990/OtherExpensesGrp/Desc3Board Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15814
IRS990/OtherExpensesGrp/ProgramServicesAmt02507
IRS990/OtherExpensesGrp/ProgramServicesAmt12431
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IRS990/OtherExpensesGrp/TotalAmt15814
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IRS990/OtherExpensesGrp/TotalAmt32431
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IRS990/PrincipalOfficerNm0Betsy Parkhurst
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IRS990/PYProgramServiceRevenueAmt0230998
IRS990/PYRevenuesLessExpensesAmt0-7630
IRS990/PYTotalExpensesAmt0238943
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IRS990/ReconcilationRevenueExpnssAmt019929
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0153873
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Charlotte Symphony Orchestra
IRS990ScheduleI/RecipientTable/RecipientEIN0566011568
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01300 Baxter Street Suite 300
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Charlotte
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028204
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A nominating committee who suggests those who they would like to serve. Once the slate all agrees to serve, that information is sent to the members in a yearly mailing. At our annual meeting, the members approve the slate of officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Treasurer reviews the 990 before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0211533
IRS990/TotalAssetsEOYAmt0231462

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