Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2017 • EIN 51-0019992

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 17, 2018

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

62nd percentile

0.16x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

3.4%

Higher net margin than 55% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2017 filings • NTEE L • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

6.5%

Faster asset growth than 71% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$31,569

Up $1,926 (+6.5%) from 2016

Net Assets

Up

$26,549

Up $2,676 (+11%) from 2016

Liabilities

Up

$5,020

Up $265 (+5.6%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin55th percentile

Revenue

Up

$79,260

Up $14,849 (+23%) from 2016

Expenses

Up

$76,584

Up $17,054 (+29%) from 2016

Net Income

Down

$2,676

Down $2,205 (-45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2017

Assets$31,569
Liabilities$5,020
Net Assets$26,549
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

2017

Revenue$79,260
Expenses$76,584
Net Income$2,676
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 17, 2018
Return Version
2016v3.0
Gross Receipts
$84,420
Mission and Program Overview

Mission

Community and worldwide service

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
SPONSORED A FARMER'S MARKET AS A CONTINUING PROJECT FOR THE COMMUNITY.-$22,003
CONTRIBUTIONS TO VARIOUS COMMUNITY OUTREACH PROGRAMS-$20,707
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.-$2,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$9,791$9,791-$9,791
Total Events$9,791$9,791$5,032$4,759
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
2018-07-17
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

“Receipts for meals at meetings 22545.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGES 19.”

Form 990EZ, Part I, Line 16

“Club contributions 23257.”

Form 990EZ, Part I, Line 16

“Administrative costs 2625.”

Form 990EZ, Part I, Line 16

“Member's meals and socials 23208.”

Form 990EZ, Part I, Line 16

“ROTARY DUES 4380.”

Form 990EZ, Part I, Line 16

“District conferences and banquet 1092.”

Form 990EZ, Part I, Line 16

“Expenses for operation of farmers' market 22003.”

Form 990EZ, Part II, Line 24

“Net fixed assets (equipment) 9623. 9282.”

Form 990EZ, Part II, Line 24

“RECEIVABLES 3917. 2346.”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0GAYLE S FOX
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015087
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084420
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013540
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011628
IRS990EZ/OtherExpensesTotalAmt076584
IRS990EZ/OtherRevenueTotalAmt022545
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt027305
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/ProgramServiceExpensesAmt022003
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220707
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05160
IRS990EZ/SpecialEventsNetIncomeLossAmt015483
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04754
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05020
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076584
IRS990EZ/TotalProgramServiceExpensesAmt044710
IRS990EZ/TotalRevenueAmt079260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05032
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04657
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04657
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09791
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09791
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04759
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECEIPTS FOR MEALS AT MEETINGS 22545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK SERVICE CHARGES 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB CONTRIBUTIONS 23257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE COSTS 2625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER'S MEALS AND SOCIALS 23208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DUES 4380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT CONFERENCES AND BANQUET 1092.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXPENSES FOR OPERATION OF FARMERS' MARKET 22003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NET FIXED ASSETS (EQUIPMENT) 9623. 9282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RECEIVABLES 3917. 2346.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
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ReturnHeader/FilingSecurityInformation/IPTm008:51:55
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 EAST BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAYLE S FOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-17T08:51:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,569
Liabilities
$5,020
Net assets
$26,549
Revenue
$79,260
Expenses
$76,584
Net income
$2,676
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