Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2016 • EIN 51-0019992

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 03, 2016

Organization ProfileN/A
PO Box 31033Charlotte, NC 28231-1033

(704) 343-2788

Siviq Scores

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

Liabilities / Assets

55th percentile

0.16x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • NTEE L • <$500k nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • NTEE L • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

7.6%

Higher net margin than 65% of similar nonprofits.

2016 filings • NTEE L • <$500k nonprofits • Source year 2016

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2016 filings • NTEE L • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

$29,643

No earlier filing loaded for comparison.

Net Assets

$23,873

No earlier filing loaded for comparison.

Liabilities

$4,755

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin65th percentile

Revenue

$64,411

No earlier filing loaded for comparison.

Expenses

$59,530

No earlier filing loaded for comparison.

Net Income

$4,881

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2016: $29,643Liabilities 2016: $4,755Net Assets 2016: $23,8732016Assets 2017: $31,569Liabilities 2017: $5,020Net Assets 2017: $26,5492017Assets 2018: $46,895Liabilities 2018: $13,936Net Assets 2018: $32,9592018Assets 2019: $40,161Liabilities 2019: $2,655Net Assets 2019: $37,5062019Assets 2020: $29,869Liabilities 2020: $1,615Net Assets 2020: $28,2542020Assets 2021: $21,062Liabilities 2021: $1,570Net Assets 2021: $19,4922021Assets 2022: $19,422Liabilities 2022: $975Net Assets 2022: $18,4472022Assets 2023: $25,527Liabilities 2023: $363Net Assets 2023: $25,1642023Assets 2024: $22,722Liabilities 2024: $2,463Net Assets 2024: $20,2592024

Highlighted filing

2016

Assets$29,643
Liabilities$4,755
Net Assets$23,873
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $64,411Expenses 2016: $59,530Net Income 2016: $4,8812016Revenue 2017: $79,260Expenses 2017: $76,584Net Income 2017: $2,6762017Revenue 2018: $83,017Expenses 2018: $76,607Net Income 2018: $6,4102018Revenue 2019: $73,865Expenses 2019: $69,318Net Income 2019: $4,5472019Revenue 2020: $44,701Expenses 2020: $53,953Net Income 2020: -$9,2522020Revenue 2021: $4,128Expenses 2021: $12,890Net Income 2021: -$8,7622021Revenue 2022: $42,648Expenses 2022: $43,693Net Income 2022: -$1,0452022Revenue 2023: $52,334Expenses 2023: $45,617Net Income 2023: $6,7172023Revenue 2024: $38,777Expenses 2024: $43,682Net Income 2024: -$4,9052024

Highlighted filing

2016

Revenue$64,411
Expenses$59,530
Net Income$4,881
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 3, 2016
Return Version
2015v3.0
Gross Receipts
$67,741
Mission and Program Overview

Mission

Community and worldwide service

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO VARIOUS COMMUNITY OUTREACH PROGRAMS-$15,466
SPONSORED A FARMER'S MARKET AS A CONTINUING PROJECT FOR THE COMMUNITY.-$8,059
SCHOLARSHIP PROGRAM - A $1,000 SCHOLARSHIP IS AWARDED ANNUALLY, AND FOLLOWS THE STUDENT FOR THREE ADDITIONAL YEARS, TO A HIGH SCHOOL SENIOR FROM A HIGH SCHOOL INTERACT CLUB SPONSORED BY OUR ROTARY CLUB.-$4,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL WALKERPresidentPT$0--
GAYLE S FOXTreasurer-$0--
ERIN CALDWELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast/silent Auction$14,218$13,318-$13,318
Total Events$14,218$13,318$4,756$8,562
Filing and Contact Details

Filer

Filer Name
Charlotte Providence Rotary Club
EIN
51-0019992
Phone
7043432788
Address
PO BOX 31033, CHARLOTTE, NC 28231-1033

Signing Officer

Name
Gayle S Fox
Title
Treasurer
Phone
7043432788
Signed
2016-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Gayle S Fox CPA Pllc
Address
501 EAST BLVD, CHARLOTTE, NC 28203
Preparer
Gayle S Fox
Phone
7043432788
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Payments for meals at meetings 21569.”

Form 990EZ, Part I, Line 8

“RAFFLE PROCEEDS 700.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGES 28.”

Form 990EZ, Part I, Line 16

“Club contributions 27515.”

Form 990EZ, Part I, Line 16

“Administrative costs 4898.”

Form 990EZ, Part I, Line 16

“Member's meals and socials 21252.”

Form 990EZ, Part I, Line 16

“ROTARY DUES 4041.”

Form 990EZ, Part I, Line 16

“District conferences and banquet 1234.”

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0GAYLE S FOX
IRS990EZ/BooksInCareOfDetail/PhoneNum07043432788
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 EAST BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017847
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08826
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03891
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020882
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028627
IRS990EZ/FundraisingGrossIncomeAmt018963
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067741
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/EOYAmt09623
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07175
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019982
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019982
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAYLE S FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03035
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03917
IRS990EZ/OtherExpensesTotalAmt058968
IRS990EZ/OtherRevenueTotalAmt022269
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt010505
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED A FARMER'S MARKET AS A CONTINUING PROJECT FOR THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PROGRAM - A $1,000 SCHOLARSHIP IS AWARDED ANNUALLY, AND FOLLOWS THE STUDENT FOR THREE ADDITIONAL YEARS, TO A HIGH SCHOOL SENIOR FROM A HIGH SCHOOL INTERACT CLUB SPONSORED BY OUR ROTARY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTIONS TO VARIOUS COMMUNITY OUTREACH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08059
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215466
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04882
IRS990EZ/SpecialEventsNetIncomeLossAmt014081
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04754
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058968
IRS990EZ/TotalProgramServiceExpensesAmt027525
IRS990EZ/TotalRevenueAmt062859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04756
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST/SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04381
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013318
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08562
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYMENTS FOR MEALS AT MEETINGS 21569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RAFFLE PROCEEDS 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK SERVICE CHARGES 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB CONTRIBUTIONS 27515.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE COSTS 4898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER'S MEALS AND SOCIALS 21252.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY DUES 4041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT CONFERENCES AND BANQUET 1234.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLE S FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043432788
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE PROVIDENCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0510019992
ReturnHeader/Filer/PhoneNum07043432788
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31033
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282311033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAYLE S FOX CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 EAST BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043432788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAYLE S FOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-16T15:23:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$29,643
Liabilities
$4,755
Net assets
$23,873
Revenue
$64,411
Expenses
$59,530
Net income
$4,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$2.46$20.3$38.8$43.7$4.91
2023Detailed filing. Detailed filing data is available for this year.$25.5$0.36$25.2$52.3$45.6$6.72
2022Detailed filing. Detailed filing data is available for this year.$19.4$0.98$18.4$42.6$43.7$1.05
2021Detailed filing. Detailed filing data is available for this year.$21.1$1.57$19.5$4.13$12.9$8.76
2020Detailed filing. Detailed filing data is available for this year.$29.9$1.62$28.3$44.7$54.0$9.25
2019Detailed filing. Detailed filing data is available for this year.$40.2$2.66$37.5$73.9$69.3$4.55
2018Detailed filing. Detailed filing data is available for this year.$46.9$13.9$33.0$83.0$76.6$6.41
2017Detailed filing. Detailed filing data is available for this year.$31.6$5.02$26.5$79.3$76.6$2.68
2016Detailed filing. Detailed filing data is available for this year.$29.6$4.76$23.9$64.4$59.5$4.88