Civic Intelligence

West Charlotte Rotary Club Co Gregory Johns

EIN 56-1186240 • 501(c)4 • Matthews, NC

Profile

West charlotte rotary club is a civic organization operated for the promotion of social welfare and other charitable purposes.

1326 Wyndmere Hills LaneMatthews, NC 28105

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-49%

Faster revenue growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$34,459

Down $4,218 (-11%) from 2018

Liabilities

Flat

$1,730

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin25th percentile

Revenue

Down

$25,126

Down $24,444 (-49%) from 2018

Expenses

Down

$29,344

Down $17,008 (-37%) from 2018

Net Income

Down

-$4,218

Down $7,436 (-231%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $32,529Liabilities 2011: $1,7052011Assets 2012: $29,266Liabilities 2012: $3,2242012Assets 2013: $25,637Liabilities 2013: $1,730Net Assets 2013: $23,9072013Assets 2014: $21,563Liabilities 2014: $1,730Net Assets 2014: $19,8332014Assets 2015: $26,522Liabilities 2015: $1,730Net Assets 2015: $24,7922015Assets 2016: $28,856Liabilities 2016: $1,7302016Assets 2017: $35,459Liabilities 2017: $1,7302017Assets 2018: $38,677Liabilities 2018: $1,7302018Assets 2019: $34,459Liabilities 2019: $1,7302019

Highlighted filing

2019

Assets$34,459
Liabilities$1,730
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $36,251Expenses 2011: $36,582Net Income 2011: -$3312011Revenue 2012: $35,869Expenses 2012: $40,651Net Income 2012: -$4,7822012Revenue 2013: $35,336Expenses 2013: $37,471Net Income 2013: -$2,1352013Revenue 2014: $27,829Expenses 2014: $31,903Net Income 2014: -$4,0742014Revenue 2015: $46,317Expenses 2015: $41,358Net Income 2015: $4,9592015Revenue 2016: $46,222Expenses 2016: $43,888Net Income 2016: $2,3342016Revenue 2017: $55,333Expenses 2017: $48,730Net Income 2017: $6,6032017Revenue 2018: $49,570Expenses 2018: $46,352Net Income 2018: $3,2182018Revenue 2019: $25,126Expenses 2019: $29,344Net Income 2019: -$4,2182019

Highlighted filing

2019

Revenue$25,126
Expenses$29,344
Net Income-$4,218
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$34,459
Liabilities
$1,730
Net assets
-
Revenue
$25,126
Expenses
$29,344
Net income
-$4,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$34.5$1.73$25.1$29.3$4.22
2018Summary only. Only limited summary data is available for this year.$38.7$1.73$49.6$46.4$3.22
2017Summary only. Only limited summary data is available for this year.$35.5$1.73$55.3$48.7$6.60
2016Summary only. Only limited summary data is available for this year.$28.9$1.73$46.2$43.9$2.33
2015Detailed filing. Detailed filing data is available for this year.$26.5$1.73$24.8$46.3$41.4$4.96
2014Detailed filing. Detailed filing data is available for this year.$21.6$1.73$19.8$27.8$31.9$4.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$1.73$23.9$35.3$37.5$2.14
2012Summary only. Only limited summary data is available for this year.$29.3$3.22$35.9$40.7$4.78
2011Summary only. Only limited summary data is available for this year.$32.5$1.71$36.3$36.6$0.33
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v6.0
Gross Receipts
$46,317
Mission and Program Overview

Mission

West charlotte rotary club is a civic organization operated for the promotion of social welfare and other charitable purposes.

Program Services

DescriptionGrantsExpenses
PROVISION OF MEMBER BENEFITS AND SCHOLARSHIP FUNDS$0$41,358
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS WANNAMAKERPresident-$0--
GREGORY JOHNSTreasurer-$0--
BRUCE KANTORSecretary-$0--
Filing and Contact Details

Filer

Filer Name
West Charlotte Rotary Club
EIN
56-1186240
Phone
7049985211
Address
1326 WYNDMERE HILLS LANE, MATTHEWS, NC 28105

Signing Officer

Name
Gregory W Johns
Title
Treasurer
Phone
7049985211
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: guest meals. Amount: 288.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: miscellaneous donations. Property description: cash. Amount given: 800.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: rotary foundation. Property description: cash. Amount given: 725.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: avery wallen scholarship. Property description: cash. Amount given: 5,000. Total included on form 990-ez, line 10: 6,525.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 454. Description: international and district dues. Amount: 2,342. Description: fundraising events. Amount: 16,659. Description: bank charges. Amount: 229. Description: district meetings. Amount: 500. Total to form 990-ez, line 16: 20,184.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 350. End of year amount: 1,572.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: scholarships payable. Beg. Of year amount: 1,730. End of year amount: 1,730.”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt014649
IRS990EZ/BooksInCareOfDetail/PersonNm0GREGORY W JOHNS
IRS990EZ/BooksInCareOfDetail/PhoneNum07048440414
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01326 WYNDMERE HILLS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024950
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024848
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04959
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026522
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06525
IRS990EZ/GrossReceiptsAmt046317
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt021181
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019833
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019833
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS WANNAMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGORY JOHNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE KANTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0350
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01572
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020184
IRS990EZ/OtherRevenueTotalAmt0288
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WEST CHARLOTTE ROTARY CLUB IS A CIVIC ORGANIZATION OPERATED FOR THE PROMOTION OF SOCIAL WELFARE AND OTHER CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVISION OF MEMBER BENEFITS AND SCHOLARSHIP FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041358
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01730
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01730
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041358
IRS990EZ/TotalProgramServiceExpensesAmt041358
IRS990EZ/TotalRevenueAmt046317
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GUEST MEALS. AMOUNT: 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MISCELLANEOUS DONATIONS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: AVERY WALLEN SCHOLARSHIP. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SUPPLIES. AMOUNT: 454. DESCRIPTION: INTERNATIONAL AND DISTRICT DUES. AMOUNT: 2,342. DESCRIPTION: FUNDRAISING EVENTS. AMOUNT: 16,659. DESCRIPTION: BANK CHARGES. AMOUNT: 229. DESCRIPTION: DISTRICT MEETINGS. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 20,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 350. END OF YEAR AMOUNT: 1,572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 1,730. END OF YEAR AMOUNT: 1,730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY W JOHNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049985211
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST CHARLOTTE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0561186240
ReturnHeader/Filer/PhoneNum07049985211
ReturnHeader/Filer/USAddress/AddressLine1Txt01326 WYNDMERE HILLS LANE
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02012-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02016-05-12T17:18:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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