Civic Intelligence

Charlotte Providence Rotary Club

990EZ • Fiscal year 2024 • EIN 51-0019992

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 07, 2025

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

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.06x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-13%

Higher net margin than 26% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2024 filings • NTEE L • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$22,722

Down $2,805 (-11%) from 2023

Net Assets

Down

$20,259

Down $4,905 (-19%) from 2023

Liabilities

Up

$2,463

Up $2,100 (+579%) from 2023

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin26th percentile

Revenue

Down

$38,777

Down $13,557 (-26%) from 2023

Expenses

Down

$43,682

Down $1,935 (-4.2%) from 2023

Net Income

Down

-$4,905

Down $11,622 (-173%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2024

Assets$22,722
Liabilities$2,463
Net Assets$20,259
Open 2024 Filing

Operations Trend

Revenue Growth21st 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

2024

Revenue$38,777
Expenses$43,682
Net Income-$4,905
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 7, 2025
Return Version
2023v6.0
Gross Receipts
$48,398
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.-$9,900
THE COMMUNITY FARMERS MARKET PROVIDES HEALTHY FOODS & EDUCATION REGARDING LOCAL & SUSTAINABLE FARMING.-$8,586
THE CLUB CONTRIBUTES TO ROTARY INTERNATIONAL FOR WORLDWIDE PROJECTS AND NEEDS OF THE UNDERPRIVILEDGED, INCLUDING POLIO ERADICATION AND DISTASTER RELIEF EFFORTS.-$2,331
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DANIELSPresident-$0--
ERIN CALDWELLSecretary-$0--
HOWARD FOGELTreasurer-$0--
GRASON HUDSONVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$17,397$17,397$2,024$15,373
Total Events$17,397$17,397$7,251$10,146
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
Grason Hudson
Title
Vice President
Phone
7045957634
Signed
2025-09-07
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 4,900activity charlotte family housing amount 5,000”

Description of other expenses Part I line 16

“Description amountfarmers market expenses 8,586administrative 2,034rotary dues 4,315meals 16,454”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 542 482”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable, accrued exp 363 363grist mill grant 0 2,100”

Raw XML Appendix139 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/PersonNm0GRASON HUDSON
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/BOYAmt024985
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4905
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01973
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022722
IRS990EZ/FundraisingGrossIncomeAmt023093
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09900
IRS990EZ/GrossReceiptsAmt048398
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020378
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025164
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025164
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020259
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOWARD FOGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRASON HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0542
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0482
IRS990EZ/OtherExpensesTotalAmt031389
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND WORLDWIDE SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0420
IRS990EZ/ProgramServiceRevenueAmt04727
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/ProgramServiceExpensesAmt02331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18586
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09621
IRS990EZ/SpecialEventsNetIncomeLossAmt013472
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0363
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02463
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043682
IRS990EZ/TotalProgramServiceExpensesAmt020817
IRS990EZ/TotalRevenueAmt038777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07251
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04525
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017397
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010146
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02024
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0702
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLUB CONTRIBUTIONS AMOUNT 4,900ACTIVITY CHARLOTTE FAMILY HOUSING AMOUNT 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTFARMERS MARKET EXPENSES 8,586ADMINISTRATIVE 2,034ROTARY DUES 4,315MEALS 16,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 542 482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE, ACCRUED EXP 363 363GRIST MILL GRANT 0 2,100
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRASON HUDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045957634
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874330485
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/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KOREN CRANFORD
ReturnHeader/ReturnTs02025-09-25T21:00:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,722
Liabilities
$2,463
Net assets
$20,259
Revenue
$38,777
Expenses
$43,682
Net income
-$4,905
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