Civic Intelligence

Envision Charlotte

990 • Fiscal year 2016 • EIN 45-2763386

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

320 E 9th St Suite 404ACharlotte, NC 28202

(704) 575-2861

Siviq Scores

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

Liabilities / Assets

80th percentile

0.38x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.14x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$184,650

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-5.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$236,924

Down $13,301 (-5.3%) from 2015

Net Assets

Down

$146,051

Down $5,330 (-3.5%) from 2015

Liabilities

Down

$90,873

Down $7,971 (-8.1%) from 2015

Revenue

Up

$635,138

Up $104,976 (+20%) from 2015

Expenses

Up

$640,468

Up $164,514 (+35%) from 2015

Net Income

Down

-$5,330

Down $59,538 (-110%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $25,934Net Assets 2012: $25,9342012Assets 2013: $179,769Liabilities 2013: $108,872Net Assets 2013: $70,8972013Assets 2014: $108,200Liabilities 2014: $11,027Net Assets 2014: $97,1732014Assets 2015: $250,225Liabilities 2015: $98,844Net Assets 2015: $151,3812015Assets 2016: $236,924Liabilities 2016: $90,873Net Assets 2016: $146,0512016Assets 2017: $132,364Liabilities 2017: $259,450Net Assets 2017: -$127,0862017Assets 2018: $524,564Liabilities 2018: $60,843Net Assets 2018: $463,7212018Assets 2019: $584,490Liabilities 2019: $127,983Net Assets 2019: $456,5072019Assets 2020: $567,958Liabilities 2020: $27,822Net Assets 2020: $540,1362020Assets 2021: $326,840Liabilities 2021: $2,746Net Assets 2021: $324,0942021Assets 2022: $306,628Liabilities 2022: $48,433Net Assets 2022: $258,1952022Assets 2023: $547,523Liabilities 2023: $24,054Net Assets 2023: $523,4692023Assets 2024: $504,082Liabilities 2024: $8,364Net Assets 2024: $495,7182024

Highlighted filing

2016

Assets$236,924
Liabilities$90,873
Net Assets$146,051

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $61,105Expenses 2012: $35,171Net Income 2012: $25,9342012Revenue 2013: $221,532Expenses 2013: $170,667Net Income 2013: $50,8652013Revenue 2014: $280,137Expenses 2014: $253,861Net Income 2014: $26,2762014Revenue 2015: $530,162Expenses 2015: $475,954Net Income 2015: $54,2082015Revenue 2016: $635,138Expenses 2016: $640,468Net Income 2016: -$5,3302016Revenue 2017: $406,194Expenses 2017: $683,361Net Income 2017: -$277,1672017Revenue 2018: $1,296,366Expenses 2018: $705,559Net Income 2018: $590,8072018Revenue 2019: $348,439Expenses 2019: $355,653Net Income 2019: -$7,2142019Revenue 2020: $530,514Expenses 2020: $540,630Net Income 2020: -$10,1162020Revenue 2021: $321,116Expenses 2021: $516,358Net Income 2021: -$195,2422021Revenue 2022: $430,985Expenses 2022: $496,884Net Income 2022: -$65,8992022Revenue 2023: $863,687Expenses 2023: $635,543Net Income 2023: $228,1442023Revenue 2024: $632,878Expenses 2024: $681,429Net Income 2024: -$48,5512024

Highlighted filing

2016

Revenue$635,138
Expenses$640,468
Net Income-$5,330
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 14, 2017
Return Version
2016v3.0
Gross Receipts
$635,138
Mission and Program Overview

Mission

Global model of environmental sustainability for measurable community and economic results

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,689$232,538▼ $12,151
Prepaid Expenses and Deferred Charges$2,314$2,314→ $0
Land, Buildings, and Equipment, Net$3,222$2,072▼ $1,150
Total Assets$250,225$236,924▼ $13,301
Liabilities
Other Liabilities$90,209$84,030▼ $6,179
Accounts Payable and Accrued Expenses$8,635$6,843▼ $1,792
Total Liabilities$98,844$90,873▼ $7,971
Net Assets / Fund Balance
Unrestricted Net Assets$151,381$146,051▼ $5,330
Total Net Assets Fund Balance$151,381$146,051▼ $5,330
Total Liabilities and Net Assets / Fund Balance$250,225$236,924▼ $13,301

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,072$2,107-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy AussiekerExecutive DirectorFT$166,500$18,150$184,650

Board Members and Trustees

NameTitle
Curt RadkinChair
Terry BradshawVice Chair
Brian AdairDirector
Kim NelsonDirector
Lisa ShpritzDirector
Marcus JonesDirector
Michael SmithDirector
Philip DuboisDirector
Rob VailDirector
Russ VanosDirector
Sasha WeintraubDirector
Steve StarbuckDirector
Tracy RustDirector
Rob RustSecretary
Darlene HeaterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$629,829
Program Service Revenue
$0
Investment Income
$5,309
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$-5,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$635,138
Total Revenue per Audited Statements
$635,138
Total Revenue per Form 990
$635,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,611
Salaries, Compensation, and Employee Benefits$257,271
Other Expenses$86,315
Professional Fundraising Fees$2,271
Total Fundraising Expense$2,271

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,611--$294,611
Other Salaries and Wages$257,271--$257,271
Other Expenses-$26,881-$26,881
Travel$20,363--$20,363
Advertising-$17,031-$17,031
Fees for Services Accounting-$9,584-$9,584
Occupancy-$6,000-$6,000
Insurance$3,471--$3,471
Fees for Services Professional Fundraising--$2,271$2,271
Office Expenses$1,835--$1,835
Depreciation Depletion-$1,150-$1,150
Total Functional Expenses$577,551$60,646$2,271$640,468

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$640,468
Expenses per Audited Statements$634,468
Total Expenses per Form 990$634,468
Expenses Not Reported on Form 990$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,271
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Project Accrual$78,000
Accrued Expenses$6,030
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 governing body review Part VI line 11

Tax return was reviewed at board meeting prior to submission to the irs

CEO executive director top management comp Part VI line 15A

Compensation is set by board by meeting and vote of board members.

Other officer or key employee compensation Part VI line 15B

Compensation of paid employees is reviewed by board members, executive director and program director at board meeting or other meeting as needed.

Governing documents etc available to public Part VI line 19

Upon written request a copy of the 990 is available at the main office.

Filing and Contact Details

Filer

Filer Name
Envision Charlotte
EIN
45-2763386
Address
320 E 9TH ST SUITE 404A, Charlotte, NC 28202

Signing Officer

Name
Darlene Heater
Title
Chair
Phone
7045752861
Signed
2017-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darlene Heater
Formed
2011
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
4

Preparer

Firm
Aurora Accounting Solutions Inc
Address
1800 Camden Road Suite 107-268, Charlotte, NC 28203
Preparer
Mary F Roberts EA
Phone
7049100528
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/ProgramServicesAmt01835
IRS990/OfficeExpensesGrp/TotalAmt01835
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GENERAL AND ADMIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026881
IRS990/OtherExpensesGrp/TotalAmt026881
IRS990/OtherLiabilitiesGrp/BOYAmt090209
IRS990/OtherLiabilitiesGrp/EOYAmt084030
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0257271
IRS990/OtherSalariesAndWagesGrp/TotalAmt0257271
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02314
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02314
IRS990/PrincipalOfficerNm0DARLENE HEATER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0530162
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0195606
IRS990/PYOtherExpensesAmt052086
IRS990/PYRevenuesLessExpensesAmt054208
IRS990/PYSalariesCompEmpBnftPaidAmt0228101
IRS990/PYTotalExpensesAmt0475954
IRS990/PYTotalProfFndrsngExpnsAmt0161
IRS990/PYTotalRevenueAmt0530162
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5330
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0623829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0524162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0274137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0221532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01704766
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01704766
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0623829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0524162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0274137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0221532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061106
IRS990ScheduleA/Total509Grp/TotalAmt01704766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0623829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0524162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0274137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0221532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061106
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01704766
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/DonatedServicesUseFcltsAmt06000
IRS990ScheduleD/EquipmentGrp/BookValueAmt02072
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02107
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt04179
IRS990ScheduleD/ExpensesNotReportedAmt06000
IRS990ScheduleD/ExpensesSubtotalAmt0634468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt178000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PROJECT ACCRUAL
IRS990ScheduleD/RevenueSubtotalAmt0635138
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02072
IRS990ScheduleD/TotalExpensesPerForm990Amt0634468
IRS990ScheduleD/TotalLiabilityAmt084030
IRS990ScheduleD/TotalRevenuePerForm990Amt0635138
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0635138
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0640468
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS OR ASSISTANCE REQUIRE BOARD APPROVAL OF AMOUNT AND ELIGIBILITY. SELECTION CRITERIA IS DOCUMENTED IN BOARD MEETING NOTES AND ALL BACKUP PAPERWORK IS STORED AT OFFICE OF RECORD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0166500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount018150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0AMY AUSSIEKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0184650
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN WAS REVIEWED AT BOARD MEETING PRIOR TO SUBMISSION TO THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS SET BY BOARD BY MEETING AND VOTE OF BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF PAID EMPLOYEES IS REVIEWED BY BOARD MEMBERS, EXECUTIVE DIRECTOR AND PROGRAM DIRECTOR AT BOARD MEETING OR OTHER MEETING AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST A COPY OF THE 990 IS AVAILABLE AT THE MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0250225
IRS990/TotalAssetsEOYAmt0236924
IRS990/TotalAssetsGrp/BOYAmt0250225
IRS990/TotalAssetsGrp/EOYAmt0236924
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0629829
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02271
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0577551
IRS990/TotalFunctionalExpensesGrp/TotalAmt0640468

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