Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2018 • EIN 51-0019992

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization Profilecharlotteprovidencerotary.org
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

66th percentile

0.30x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • NTEE L • <$500k nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.17x

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

2018 filings • NTEE L • <$500k nonprofits • Source year 2018

Net Margin

63rd percentile

7.7%

Higher net margin than 63% of similar nonprofits.

2018 filings • NTEE L • <$500k nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE L • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

49%

Faster asset growth than 87% of similar nonprofits.

2018 filings • NTEE L • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

4.7%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • NTEE L • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$46,895

Up $15,326 (+49%) from 2017

Net Assets

Up

$32,959

Up $6,410 (+24%) from 2017

Liabilities

Up

$13,936

Up $8,916 (+178%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Up

$83,017

Up $3,757 (+4.7%) from 2017

Expenses

Up

$76,607

Up $23 (+0.0%) from 2017

Net Income

Up

$6,410

Up $3,734 (+140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$46,895
Liabilities$13,936
Net Assets$32,959
Open 2018 Filing

Operations Trend

Revenue Growth65th 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

2018

Revenue$83,017
Expenses$76,607
Net Income$6,410
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$88,171
Mission and Program Overview

Mission

Community and worldwide service

Program Services

DescriptionGrantsExpenses
FARMERS MARKET IN THE COMMUNITY TO PROVIDE HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING-$27,319
CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVELEGED, I.E. POLIO ERRADICATION, HURRICANE RELIEF, ETC.-$9,838
CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS-$6,745
0-$4,928
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT O'NEILPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$15,182$15,182$897$14,285
None----
Total Events$15,182$15,182$5,035$10,147
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
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Gayle S Fox CPA PLLC
Address
102-A Waxhaw Professional Park Driv, Waxhaw, NC 28173
Preparer
Gayle S Fox
Phone
7043432788
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Issac newton alexander project - members restored a historic mill within the community by donating their time and energy.”

Form 990EZ, Part I, Line 8

“Receipts for meals at meetings 24398.”

Form 990EZ, Part I, Line 16

“Club contributions 21511.”

Form 990EZ, Part I, Line 16

“Administrative costs 1844.”

Form 990EZ, Part I, Line 16

“MEALS AND SOCIALS 20166.”

Form 990EZ, Part I, Line 16

“ROTARY DUES 4789.”

Form 990EZ, Part I, Line 16

“Rotary district costs 978.”

Form 990EZ, Part I, Line 16

“Depreciation 1708.”

Form 990EZ, Part I, Line 16

“Farmer's market expenses 25485.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 126.”

Form 990EZ, Part II, Line 24

“Net fixed assets 9282. 6205.”

Form 990EZ, Part II, Line 24

“RECEIVABLES 2346. 5375.”

Form 990EZ, Part II, Line 24

“PREPAID EXPENSES 401.”

Form 990EZ, Part II, Line 26

“Accrued expenses 5020. 13936.”

Raw XML Appendix151 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GAYLE S FOX CPA PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum07042565143
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0102-A WAXHAW PROFESSIONAL PARK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281735025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt010395
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06410
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031569
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046895
IRS990EZ/FundraisingGrossIncomeAmt019982
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088171
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07275
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026549
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026549
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011628
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011981
IRS990EZ/OtherExpensesTotalAmt076607
IRS990EZ/OtherRevenueTotalAmt024398
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND WORLDWIDE SERVICE
IRS990EZ/ProgramServiceRevenueAmt026121
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FARMERS MARKET IN THE COMMUNITY TO PROVIDE HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVELEGED, I.E. POLIO ERRADICATION, HURRICANE RELIEF, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19838
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26745
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34928
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05154
IRS990EZ/SpecialEventsNetIncomeLossAmt014828
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05020
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013936
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076607
IRS990EZ/TotalProgramServiceExpensesAmt048830
IRS990EZ/TotalRevenueAmt083017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0charlotteprovidencerotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05035
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03266
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015182
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010147
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0897
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0872
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ISSAC NEWTON ALEXANDER PROJECT - MEMBERS RESTORED A HISTORIC MILL WITHIN THE COMMUNITY BY DONATING THEIR TIME AND ENERGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIPTS FOR MEALS AT MEETINGS 24398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB CONTRIBUTIONS 21511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE COSTS 1844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS AND SOCIALS 20166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DUES 4789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY DISTRICT COSTS 978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 1708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FARMER'S MARKET EXPENSES 25485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS 126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NET FIXED ASSETS 9282. 6205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RECEIVABLES 2346. 5375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PREPAID EXPENSES 401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCRUED EXPENSES 5020. 13936.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLE S FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043432788
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0756B534374E9A58556CAD2C61AAED41F093830F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0756B534374E9A58556CAD2C61AAED41F093830F8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.24.35.149
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:23:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gayle S Fox CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102-A Waxhaw Professional Park Driv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waxhaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028173
ReturnHeader/PreparerPersonGrp/PhoneNum07043432788
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAYLE S FOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T18:23:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,895
Liabilities
$13,936
Net assets
$32,959
Revenue
$83,017
Expenses
$76,607
Net income
$6,410
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