Civic Intelligence

The Charlotte Assembly

990EZ • Fiscal year 2013 • EIN 30-0507479

Feb 01, 2012 to Jan 31, 2013 • Filed on Jun 06, 2013

Organization ProfileN/A
3116 Pontifex Ct28211
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

55th percentile

9.5%

Higher net margin than 55% of similar nonprofits.

2013 filings • NTEE N50 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2013 filings • NTEE N50 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2013 filings • NTEE N50 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,661

Up $15,354 (+13%) from 2012

Net Assets

Up

$135,661

Up $15,354 (+13%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$160,784

Up $17,966 (+13%) from 2012

Expenses

Up

$145,430

Up $8,758 (+6.4%) from 2012

Net Income

Up

$15,354

Up $9,208 (+150%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2013

Assets$135,661
Liabilities-
Net Assets$135,661
Open 2013 Filing

Operations Trend

Revenue Growth70th percentile

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

2013

Revenue$160,784
Expenses$145,430
Net Income$15,354
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Jun 6, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Social Club

Filing and Contact Details

Filer

EIN
30-0507479
Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0120307
IRS990EZ/CashSavingsAndInvestments/EOY0135661
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear015354
IRS990EZ/FeesAndOthPymtToIndContractors0975
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid07100
IRS990EZ/GrossReceipts0160784
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome0334
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues0160450
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0120307
IRS990EZ/NetAssetsOrFundBalancesBOY0120307
IRS990EZ/NetAssetsOrFundBalances/EOY0135661
IRS990EZ/NetAssetsOrFundBalancesEOY0135661
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition91.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition101.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition111.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition121.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition131.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition141.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition151.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition161.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition171.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition181.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition191.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition201.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation150
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation160
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation170
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation180
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation190
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation200
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Mary Davis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Liz McDowell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Patty Roddey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3June Rhyne
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Janie Sellers
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Laura Shwedo
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Paige Waugh
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Barbara Henson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Jan Shealy
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Laurie Bond
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Rebecca Pressly
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11Coco Killian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12Kelli McAlister
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13Roline McGinnis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14Ashley Stewart
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName15Susan Tome
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName16Margaret Rainey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName17Anne Lupo
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName18Julie Caldwell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName19Ruth Gammon
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName20Patty Adams
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title15President Elect
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title16Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title17Asst. Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title18Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title19President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title20Past President
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0132562
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Social Club
IRS990EZ/PrintingPublicationsPostage04793
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Community Outreach
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Annual debutante ball and related activities.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations07100
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations1136585
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103116 Pontifex Ct
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028211
IRS990EZ/TheBooksAreInCareOf/NamePerson0Ashley Stewart
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07044422486
IRS990EZ/TotalAssets/BOY0120307
IRS990EZ/TotalAssets/EOY0135661
IRS990EZ/TotalExpenses0145430
IRS990EZ/TotalProgramServiceExpenses0143685
IRS990EZ/TotalRevenue0160784
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0Bank charges $9
IRS990ScheduleO/GeneralExplanation/Explanation1Miscellaneous $320
IRS990ScheduleO/GeneralExplanation/Explanation2Hospitality $1528
IRS990ScheduleO/GeneralExplanation/Explanation3Storage & Delivery $1938
IRS990ScheduleO/GeneralExplanation/Explanation4Insurance $761
IRS990ScheduleO/GeneralExplanation/Explanation5Conferences, Conventions, and Meetings $128006
IRS990ScheduleO/GeneralExplanation/Explanation6Class of Activity: Exempt Organizations | Donee's Name: Charlotte Symphony | Donee's Address: 1300 Baxter Street, Suite 300 Charlotte, NC 28204 | Cash Amount Given: $7100
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference6Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0300507479
ReturnHeader/Filer/Name/BusinessNameLine10The Charlotte Assembly
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone07044422486
ReturnHeader/Filer/USAddress/AddressLine103116 Pontifex Ct
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028211
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-06
ReturnHeader/Officer/Name0Ashley Stewart
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101001 Morehead Square DrSte450
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Charlotte
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028203
ReturnHeader/Preparer/Name0Phillip G Wilson
ReturnHeader/Preparer/Phone07043721515
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-02-01
ReturnHeader/TaxPeriodEndDate02013-01-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-06T05:38:31-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$135,661
Liabilities
-
Net assets
$135,661
Revenue
$160,784
Expenses
$145,430
Net income
$15,354
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