Liabilities / Assets
50th percentile
Higher debt load relative to assets than 50% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.07x
Liabilities / Revenue
42nd percentile
Higher debt load relative to revenue than 42% of similar nonprofits.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Balance Sheet
Assets
Down$40,161
Down $6,734 (-14%) from 2018
Net Assets
Up$37,506
Up $4,547 (+14%) from 2018
Liabilities
Down$2,655
Down $11,281 (-81%) from 2018
Revenue And Expenses
Revenue
Down$73,865
Down $9,152 (-11%) from 2018
Expenses
Down$69,318
Down $7,289 (-9.5%) from 2018
Net Income
Down$4,547
Down $1,863 (-29%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jul 15, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $81,193
Mission and Program Overview
Mission
Community and worldwide service
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FARMER'S MARKET IN THE COMMUNITY TO PROVIDE HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING | $27,000 | - |
| CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS. | $6,497 | - |
| CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVILEGED, E.G. POLIO ERADICATION, HURRICANE RELIEF | $6,402 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RONALD WIMBERLY | President-Elect | - | $0 | - | - |
| JULIA STUCKEY | President | - | $0 | - | - |
| RICHARD POCKAT | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Oyster Roast | $16,196 | $16,196 | $1,318 | $14,878 |
| Total Events | $16,196 | $16,196 | $5,411 | $10,785 |
Filing and Contact Details
Filer
- Filer Name
- Charlotte Providence Rotary Club
- EIN
- 51-0019992
- Phone
- 7045892798
- Address
- 338 S SHARON AMITY RD PMB 415, CHARLOTTE, NC 28211
Signing Officer
- Name
- Ronald Wimberly
- Title
- President
- Phone
- 7045892798
- Signed
- 2020-07-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Koren S Cranford CPA
- Address
- 123 Circle Avenue, Charlotte, NC 28207
- Preparer
- Koren S Cranford
- Phone
- 7046041136
Supplemental Narrative
Additional Explanations
Other Revenue.1
“MEAL PAYMENTS $24428”
Other Expenses.1
“Farmers market expenses $27000”
Other Expenses.2
“MEALS AND SOCIALS $24168”
Other Expenses.3
“ROTARY DUES $5338”
Other Expenses.4
“ADMINISTRATIVE $1923”
Other Expenses.5
“DEPRECIATION $1708”
Other Expenses.6
“Rotary district costs $1556”
Other Expenses.7
“MISCELLANEOUS $1128”
Other Assets.1003
“Machinery and Equipment - Beginning $6205 Machinery and Equipment - Ending $4497”
Other Assets.1005
“Accounts Receivable - Beginning $5375 Accounts Receivable - Ending $12447”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $401 Prepaid Expenses and Deferred Charges - Ending $0”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $13936 Accounts Payable and Accrued Expenses - Ending $2655”
Pt I, Line 10
“Club contributions $6,497”
Pt I, Line 18
“Administrative costs $1,923meals and socials $24,168rotary dues $5,338rotary district costs $1,556depreciation $1,708farmer's market expenses $27,000miscellaneous $1,128”
Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | RONALD WIMBERLY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7045892798 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 338 S SHARON AMITY RD PMB 415 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28211 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 34914 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23217 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4370 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4547 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 46895 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40161 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 18172 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6497 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81193 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 7017 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 32959 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37506 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 32959 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37506 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RONALD WIMBERLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JULIA STUCKEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RICHARD POCKAT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President-Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 11981 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 16944 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 62821 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 24428 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | COMMUNITY AND WORLDWIDE SERVICE |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 27200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FARMER'S MARKET IN THE COMMUNITY TO PROVIDE HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVILEGED, E.G. POLIO ERADICATION, HURRICANE RELIEF |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 27000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 6402 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 6497 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 7328 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10844 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13936 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2655 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 69318 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39899 |
| IRS990EZ/TotalRevenueAmt | 0 | 73865 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 5411 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1288 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 1288 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | OYSTER ROAST |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 1838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 1838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 16196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 16196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 16196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 16196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10785 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 1318 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1318 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 967 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 967 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MEAL PAYMENTS $24428 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FARMERS MARKET EXPENSES $27000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEALS AND SOCIALS $24168 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ROTARY DUES $5338 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ADMINISTRATIVE $1923 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DEPRECIATION $1708 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ROTARY DISTRICT COSTS $1556 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MISCELLANEOUS $1128 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Machinery and Equipment - Beginning $6205 Machinery and Equipment - Ending $4497 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Receivable - Beginning $5375 Accounts Receivable - Ending $12447 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Prepaid Expenses and Deferred Charges - Beginning $401 Prepaid Expenses and Deferred Charges - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $13936 Accounts Payable and Accrued Expenses - Ending $2655 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | CLUB CONTRIBUTIONS $6,497 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | ADMINISTRATIVE COSTS $1,923MEALS AND SOCIALS $24,168ROTARY DUES $5,338ROTARY DISTRICT COSTS $1,556DEPRECIATION $1,708FARMER'S MARKET EXPENSES $27,000MISCELLANEOUS $1,128 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | PT I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | PT I, LINE 18 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RONALD WIMBERLY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7045892798 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CHARLOTTE PROVIDENCE ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 510019992 |
| ReturnHeader/Filer/PhoneNum | 0 | 7045892798 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 338 S SHARON AMITY RD PMB 415 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28211 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 731627079 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Koren S Cranford CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 123 Circle Avenue |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Charlotte |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28207 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7046041136 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Koren S Cranford |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-07-15T14:43:58-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $40,161
- Liabilities
- $2,655
- Net assets
- $37,506
- Revenue
- $73,865
- Expenses
- $69,318
- Net income
- $4,547