Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2022 • EIN 51-0019992

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 03, 2023

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

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

2022 filings • NTEE L • <$500k nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • NTEE L • <$500k nonprofits • Source year 2022

Net Margin

44th percentile

-2.5%

Higher net margin than 44% of similar nonprofits.

2022 filings • NTEE L • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • NTEE L • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2022 filings • NTEE L • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

933%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • NTEE L • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$19,422

Down $1,640 (-7.8%) from 2021

Net Assets

Down

$18,447

Down $1,045 (-5.4%) from 2021

Liabilities

Down

$975

Down $595 (-38%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin44th percentile

Revenue

Up

$42,648

Up $38,520 (+933%) from 2021

Expenses

Up

$43,693

Up $30,803 (+239%) from 2021

Net Income

Up

-$1,045

Up $7,717 (+88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$19,422
Liabilities$975
Net Assets$18,447
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$42,648
Expenses$43,693
Net Income-$1,045
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 3, 2023
Return Version
2021v4.2
Gross Receipts
$51,260
Mission and Program Overview

Mission

Community and worldwide service

Program Services

DescriptionGrantsExpenses
THE CLUB CONTRIBUTES TO LOCAL, NATIONAL AND INTERNATIONAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.-$12,154
THE CLUB CONTRIBUTES TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF THE UNDERPRIVILEDGED, INCLUDING POLIO ERADICATION AND DISTASTER RELIEF EFFORTS.-$4,362
THE COMMUNITY FARMERS MARKET PROVIDES HEALTHY FOODS & EDUCATION REGARDING LOCAL & SUSTAINABLE FARMING.-$1,584
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ELLEN SHUNTICHPresident-$0--
RICHARD POCKATSecretary-$0--
HOWARD FOGELTreasurer-$0--
MARK DANIELSVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$16,097$16,097$2,762$13,335
Total Events$16,097$16,097$6,022$10,075
Filing and Contact Details

Filer

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

Signing Officer

Name
Howard Fogel
Title
Treasurer
Phone
7045957634
Signed
2023-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Koren S Cranford CPA PLLC
Address
123 Circle Avenue, Charlotte, NC 28207
Preparer
Koren Cranford
Phone
7046041136
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CLUB CONTRIBUTIONS Amount 7,154Activity CHARLOTTE FAMILY HOUSING Amount 5,000”

Description of other expenses Part I line 16

“Description AmountDEPRECIATION 1,082FARMERS MARKET EXPENSES 3,771AMINISTRATIVE 4,324ROTARY DUES 7,523MEALS 13,517”

Description of other assets Part II line 24

“Category Beginning of Year End of YearACCOUNTS RECEIVABLE 1,395 128MACHINERY AND EQUIPMENT 1,082 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE, ACCRUED EXP 1,570 975”

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.

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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018585
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IRS990EZ/GrossReceiptsAmt051260
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016351
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019492
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY ELLEN SHUNTICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD POCKAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOWARD FOGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02477
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0128
IRS990EZ/OtherExpensesTotalAmt030217
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND WORLDWIDE SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0300
IRS990EZ/ProgramServiceRevenueAmt05025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB CONTRIBUTES TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF THE UNDERPRIVILEDGED, INCLUDING POLIO ERADICATION AND DISTASTER RELIEF EFFORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE COMMUNITY FARMERS MARKET PROVIDES HEALTHY FOODS & EDUCATION REGARDING LOCAL & SUSTAINABLE FARMING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CLUB CONTRIBUTES TO LOCAL, NATIONAL AND INTERNATIONAL COMMUNITY ORGANIZATIONS FOR ASSISTANCE WITH LOCAL COMMUNITY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04362
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11584
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08612
IRS990EZ/SpecialEventsNetIncomeLossAmt015698
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01570
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0975
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043693
IRS990EZ/TotalProgramServiceExpensesAmt018100
IRS990EZ/TotalRevenueAmt042648
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06022
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01358
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016097
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02762
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02762
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0702
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CLUB CONTRIBUTIONS Amount 7,154Activity CHARLOTTE FAMILY HOUSING Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDEPRECIATION 1,082FARMERS MARKET EXPENSES 3,771AMINISTRATIVE 4,324ROTARY DUES 7,523MEALS 13,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 1,395 128MACHINERY AND EQUIPMENT 1,082 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS PAYABLE, ACCRUED EXP 1,570 975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD FOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045957634
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE PROVIDENCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0510019992
ReturnHeader/Filer/USAddress/AddressLine1Txt0338 S SHARON AMITY RD PMB 415
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koren S Cranford CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 Circle Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07046041136
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Koren Cranford
ReturnHeader/ReturnTs02023-03-03T12:31:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOGEL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,422
Liabilities
$975
Net assets
$18,447
Revenue
$42,648
Expenses
$43,693
Net income
-$1,045
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