Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2021 • EIN 51-0019992

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 24, 2022

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

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.38x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-212%

Higher net margin than 6% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-29%

Faster asset growth than 13% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-91%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$21,062

Down $8,807 (-29%) from 2020

Net Assets

Down

$19,492

Down $8,762 (-31%) from 2020

Liabilities

Down

$1,570

Down $45 (-2.8%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin6th percentile

Revenue

Down

$4,128

Down $40,573 (-91%) from 2020

Expenses

Down

$12,890

Down $41,063 (-76%) from 2020

Net Income

Up

-$8,762

Up $490 (+5.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$21,062
Liabilities$1,570
Net Assets$19,492
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$4,128
Expenses$12,890
Net Income-$8,762
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 24, 2022
Return Version
2020v4.0
Gross Receipts
$10,205
Mission and Program Overview

Mission

Community and worldwide service

Program Services

DescriptionGrantsExpenses
THE CLUB CONTRIBUTES TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVILEGED, INCLUDING POLIO ERADICATION AND DISASTER RELIEF EFFORTS.$2,591-
THE COMMUNITY FARMER'S MARKET PROVIDES HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING. THE FARMER'S MARKET CONTINUES TO ADJUST OPERATIONS TO COMPLY WITH STATE AND LOCAL HEALTH RECOMMENDATIONS IN THE COVID-10 PANDEMIC ENVIRONMENT.$1,255-
THE CLUB CONTRIBUTES TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.$704-
Compensation and Service Providers
Top Officer Pay76th 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
2022-01-24
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 $220”

Other Expenses.1

“ROTARY DUES $4151”

Other Expenses.2

“ADMINISTRATIVE $1811”

Other Expenses.3

“DEPRECIATION $1708”

Other Expenses.4

“Farmers market expenses $1255”

Other Expenses.5

“MEALS AND SOCIALS $551”

Other Expenses.6

“Rotary district costs $200”

Other Expenses.7

“MISCELLANEOUS $150”

Other Assets.1003

“Machinery and Equipment - Beginning $2790 Machinery and Equipment - Ending $1082”

Other Assets.1005

“Accounts Receivable - Beginning $3341 Accounts Receivable - Ending $1395”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1615 Accounts Payable and Accrued Expenses - Ending $1570”

Pt I, Line 10

“Club contributions $1,629”

Raw XML Appendix147 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.

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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/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028254
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/BOYAmt06131
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02477
IRS990EZ/OtherExpensesTotalAmt09826
IRS990EZ/OtherRevenueTotalAmt0220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND WORLDWIDE SERVICE
IRS990EZ/ProgramServiceRevenueAmt0162
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COMMUNITY FARMER'S MARKET PROVIDES HEALTHY FOODS AND EDUCATION REGARDING LOCAL AND SUSTAINABLE FARMING. THE FARMER'S MARKET CONTINUES TO ADJUST OPERATIONS TO COMPLY WITH STATE AND LOCAL HEALTH RECOMMENDATIONS IN THE COVID-10 PANDEMIC ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE CLUB CONTRIBUTES TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF UNDERPRIVILEGED, INCLUDING POLIO ERADICATION AND DISASTER RELIEF EFFORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CLUB CONTRIBUTES TO LOCAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01255
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12591
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2704
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06077
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5152
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01615
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01570
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012890
IRS990EZ/TotalProgramServiceExpensesAmt04550
IRS990EZ/TotalRevenueAmt04128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEAL PAYMENTS $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY DUES $4151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE $1811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEPRECIATION $1708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FARMERS MARKET EXPENSES $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS AND SOCIALS $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY DISTRICT COSTS $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $2790 Machinery and Equipment - Ending $1082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $3341 Accounts Receivable - Ending $1395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $1615 Accounts Payable and Accrued Expenses - Ending $1570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLUB CONTRIBUTIONS $1,629
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 Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PT I, LINE 10
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24
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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/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-24T10:10:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOGEL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,062
Liabilities
$1,570
Net assets
$19,492
Revenue
$4,128
Expenses
$12,890
Net income
-$8,762
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