Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2020 • EIN 51-0019992

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2021

Organization ProfileN/A
338 S Sharon Amity Rd Pmb 415Charlotte, NC 28211

(704) 595-7634

Siviq Scores

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

Liabilities / Assets

45th percentile

0.05x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • NTEE L • <$500k nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • NTEE L • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-21%

Higher net margin than 27% of similar nonprofits.

2020 filings • NTEE L • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE L • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-26%

Faster asset growth than 14% of similar nonprofits.

2020 filings • NTEE L • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-39%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • NTEE L • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$29,869

Down $10,292 (-26%) from 2019

Net Assets

Down

$28,254

Down $9,252 (-25%) from 2019

Liabilities

Down

$1,615

Down $1,040 (-39%) from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin27th percentile

Revenue

Down

$44,701

Down $29,164 (-39%) from 2019

Expenses

Down

$53,953

Down $15,365 (-22%) from 2019

Net Income

Down

-$9,252

Down $13,799 (-303%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$29,869
Liabilities$1,615
Net Assets$28,254
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$44,701
Expenses$53,953
Net Income-$9,252
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2021
Return Version
2019v5.0
Gross Receipts
$46,489
Mission and Program Overview

Mission

Community and worldwide service

Program Services

DescriptionGrantsExpenses
FARMER'S MARKET IN THE COMMUNITY TO PROVIDE HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING$17,383-
CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.$8,072-
CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVILEGED, E.G. POLIO ERADICATION, HURRICANE RELIEF$3,121-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD WIMBERLYPresident-$0--
MARY ELLEN SHUNTICHPresident Elect-$0--
RICHARD POCKATSecretary-$0--
HOWARD FOGELTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Providence Rotary Club
EIN
51-0019992
Phone
7045957634
Address
338 S SHARON AMITY RD PMB 415, CHARLOTTE, NC 28211

Signing Officer

Name
Howard Fogel
Title
Treasurer
Signed
2021-11-01
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 $16564”

Other Expenses.1

“MEALS AND SOCIALS $18382”

Other Expenses.2

“Farmers market expenses $17383”

Other Expenses.3

“ROTARY DUES $4720”

Other Expenses.4

“DEPRECIATION $1708”

Other Expenses.5

“Rotary district costs $1667”

Other Expenses.6

“ADMINISTRATIVE $1523”

Other Expenses.7

“MISCELLANEOUS $933”

Other Expenses.8

“Farmers market admin exp $332”

Other Expenses.9

“INTERACT CLUB EXP $123”

Other Assets.1003

“Machinery and Equipment - Beginning $4497 Machinery and Equipment - Ending $2790”

Other Assets.1005

“Accounts Receivable - Beginning $12447 Accounts Receivable - Ending $3341”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2655 Accounts Payable and Accrued Expenses - Ending $1615”

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 Appendix146 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/PersonNm0HOWARD FOGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum07045957634
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0338 S SHARON AMITY RD PMB 415
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028211
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IRS990EZ/GrossReceiptsAmt046489
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IRS990EZ/MembershipDuesAmt03459
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD WIMBERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ELLEN SHUNTICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD POCKAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOWARD FOGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016944
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06131
IRS990EZ/OtherExpensesTotalAmt046771
IRS990EZ/OtherRevenueTotalAmt016564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND WORLDWIDE SERVICE
IRS990EZ/ProgramServiceRevenueAmt011679
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FARMER'S 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 UNDERPRIVILEGED, E.G. POLIO ERADICATION, HURRICANE RELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017383
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13121
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01788
IRS990EZ/SpecialEventsNetIncomeLossAmt04632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02655
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01615
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053953
IRS990EZ/TotalProgramServiceExpensesAmt028576
IRS990EZ/TotalRevenueAmt044701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEAL PAYMENTS $16564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEALS AND SOCIALS $18382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FARMERS MARKET EXPENSES $17383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY DUES $4720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEPRECIATION $1708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DISTRICT COSTS $1667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE $1523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FARMERS MARKET ADMIN EXP $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERACT CLUB EXP $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $4497 Machinery and Equipment - Ending $2790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $12447 Accounts Receivable - Ending $3341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $2655 Accounts Payable and Accrued Expenses - Ending $1615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CLUB CONTRIBUTIONS $6,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ADMINISTRATIVE 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/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PT I, LINE 10
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD FOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE PROVIDENCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0510019992
ReturnHeader/Filer/PhoneNum07045957634
ReturnHeader/Filer/USAddress/AddressLine1Txt0338 S SHARON AMITY RD PMB 415
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731627079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koren S Cranford CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 Circle Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07046041136
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Koren S Cranford
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T20:00:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,869
Liabilities
$1,615
Net assets
$28,254
Revenue
$44,701
Expenses
$53,953
Net income
-$9,252
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