Civic Intelligence

Historic Rosedale Foundation Inc

EIN 56-1558489 • 501(c)3 • Charlotte, NC

Profile

To preserve and protect the southern piedmont's heritage through exhibits, arts architecture, lifestyle and preservation.

P O Box 790004Charlotte, NC 28206

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,841,533

Down $53,155 (-2.8%) from 2024

Liabilities

Down

$3,692

Down $1,833 (-33%) from 2024

Net Assets

Down

$1,837,841

Down $51,322 (-2.7%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$190,476

Down $63,689 (-25%) from 2024

Expenses

Down

$235,449

Down $85,279 (-27%) from 2024

Net Income

Up

-$44,973

Up $21,590 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,181,573Liabilities 2011: $10,744Net Assets 2011: $1,170,8292011Assets 2012: $1,205,339Liabilities 2012: $14,767Net Assets 2012: $1,190,5722012Assets 2013: $1,600,875Liabilities 2013: $15,259Net Assets 2013: $1,585,6162013Assets 2014: $1,647,907Liabilities 2014: $2,783Net Assets 2014: $1,645,1242014Assets 2015: $1,601,450Liabilities 2015: $8,172Net Assets 2015: $1,593,2782015Assets 2016: $1,665,946Liabilities 2016: $9,928Net Assets 2016: $1,656,0182016Assets 2017: $1,580,685Liabilities 2017: $4,945Net Assets 2017: $1,575,7402017Assets 2018: $1,446,621Liabilities 2018: $3,205Net Assets 2018: $1,443,4162018Assets 2019: $1,560,570Liabilities 2019: $3,657Net Assets 2019: $1,556,9132019Assets 2020: $1,758,099Liabilities 2020: $34,731Net Assets 2020: $1,723,3682020Assets 2021: $1,956,756Liabilities 2021: $48,490Net Assets 2021: $1,908,2662021Assets 2022: $1,820,637Liabilities 2022: $48,490Net Assets 2022: $1,772,1472022Assets 2023: $1,844,664Liabilities 2023: $2,675Net Assets 2023: $1,841,9892023Assets 2024: $1,894,688Liabilities 2024: $5,525Net Assets 2024: $1,889,1632024Assets 2025: $1,841,533Liabilities 2025: $3,692Net Assets 2025: $1,837,8412025

Highlighted filing

2025

Assets$1,841,533
Liabilities$3,692
Net Assets$1,837,841
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $440,109Expenses 2011: $164,026Net Income 2011: $276,0832011Revenue 2012: $219,247Expenses 2012: $199,504Net Income 2012: $19,7432012Revenue 2013: $718,527Expenses 2013: $286,052Net Income 2013: $432,4752013Revenue 2014: $288,032Expenses 2014: $241,378Net Income 2014: $46,6542014Revenue 2015: $257,582Expenses 2015: $309,428Net Income 2015: -$51,8462015Revenue 2016: $370,875Expenses 2016: $308,135Net Income 2016: $62,7402016Revenue 2017: $409,006Expenses 2017: $306,772Net Income 2017: $102,2342017Revenue 2018: $225,137Expenses 2018: $366,791Net Income 2018: -$141,6542018Revenue 2019: $450,436Expenses 2019: $356,741Net Income 2019: $93,6952019Revenue 2020: $431,421Expenses 2020: $270,574Net Income 2020: $160,8472020Revenue 2021: $440,100Expenses 2021: $239,667Net Income 2021: $200,4332021Revenue 2022: $315,581Expenses 2022: $256,032Net Income 2022: $59,5492022Revenue 2023: $249,390Expenses 2023: $274,046Net Income 2023: -$24,6562023Revenue 2024: $254,165Expenses 2024: $320,728Net Income 2024: -$66,5632024Revenue 2025: $190,476Expenses 2025: $235,449Net Income 2025: -$44,9732025

Highlighted filing

2025

Revenue$190,476
Expenses$235,449
Net Income-$44,973
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,841,533
Liabilities
$3,692
Net assets
$1,837,841
Revenue
$190,476
Expenses
$235,449
Net income
-$44,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.19$0.24$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$1.89$0.25$0.32$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.25$0.27$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.05$1.77$0.32$0.26$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.05$1.91$0.44$0.24$0.20
2020Summary only. Only limited summary data is available for this year.$1.76$0.03$1.72$0.43$0.27$0.16
2019Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.45$0.36$0.09
2018Summary only. Only limited summary data is available for this year.$1.45$0.00$1.44$0.23$0.37$0.14
2017Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$0.41$0.31$0.10
2016Summary only. Only limited summary data is available for this year.$1.67$0.01$1.66$0.37$0.31$0.06
2015Summary only. Only limited summary data is available for this year.$1.60$0.01$1.59$0.26$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.29$0.24$0.05
2013Summary only. Only limited summary data is available for this year.$1.60$0.02$1.59$0.72$0.29$0.43
2012Summary only. Only limited summary data is available for this year.$1.21$0.01$1.19$0.22$0.20$0.02
2011Summary only. Only limited summary data is available for this year.$1.18$0.01$1.17$0.44$0.16$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$190,476
Mission and Program Overview

Mission

To preserve and protect the southern piedmont's heritage through exhibits, arts architecture, lifestyle and preservation.

To preserve and protect the southern piedmonts heritage through exhibits, arts architecture, lifestyle and preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,333,893$1,284,232▼ $49,661
Savings and Temporary Cash Investments$441,107$444,014▲ $2,907
Cash and Non-Interest-Bearing Accounts$119,688$112,529▼ $7,159
Accounts Receivable-$758-
Total Assets$1,894,688$1,841,533▼ $53,155
Liabilities
Accounts Payable and Accrued Expenses$5,525$3,692▼ $1,833
Total Liabilities$5,525$3,692▼ $1,833
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,448,056$1,837,841▲ $389,785
Net Assets With Donor Restrictions$441,107--
Total Net Assets Fund Balance$1,889,163$1,837,841▼ $51,322
Total Liabilities and Net Assets / Fund Balance$1,894,688$1,841,533▼ $53,155

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$909,227$1,021,516$1,930,743
Land$375,005-$375,005
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Janet LevyPresident
Agnes B WeisigerDirector
Anne MooreDirector
Barbara JacksonDirector
Barbara TaylorDirector
Beth HarrisDirector
Fred WagnerDirector
Hugh DussekDirector
Jane EstepDirector
Margaret Glover SchrimsherDirector
Pete HeynenDirector
Shannon CurtisDirector
Tina WrightDirector
Tom SpadaDirector
Tom WatsonDirector
Web HatleyDirector
Susan V MayerSecretary
Will PottsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,334
Program Service Revenue
$34,624
Investment Income
$54,518
Other Revenue
$0
All Other Contributions
$81,011
Change in Net Assets
$-44,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,130
Salaries, Compensation, and Employee Benefits$80,319
Total Fundraising Expense$11,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$65,668$0$65,668
Depreciation Depletion$39,998$9,664$0$49,662
All Other Expenses$29,821$177$11,023$41,021
Fees for Services Other$0$23,145$0$23,145
Insurance$9,753$11,556$0$21,309
Payroll Taxes$0$14,651$0$14,651
Fees for Services Accounting$0$8,199$0$8,199
Information Technology$0$4,190$0$4,190
Office Expenses$0$3,141$0$3,141
Other Expenses$0$2,981$0$2,981
Total Functional Expenses$79,612$144,814$11,023$235,449
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Historic Rosedale Foundation Inc
EIN
56-1558489
Phone
7043350325
Address
P O BOX 790004, CHARLOTTE, NC 28206

Signing Officer

Name
Janet E Levy
Title
President
Phone
7043350325
Signed
2025-11-07

Organization Details

Principal Officer
Janet Levy
Formed
1993
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
13
Volunteers
74

Preparer

Firm
Bobby T Martin & Associates LLC
Address
9608 Sao Paula Dr, Huntersville, NC 28078
Preparer
Bobby T Martin
Phone
7045953946
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“The board determines the exec. Directors compensation by annual review.”

Pt VI, Line 18

“The organizations documents are made available upon written request.”

Pt VI, Line 11B

“The board treasurer reviews form 990 prior to filing.”

Form 990, Part IX, Line 24E

“OTHER 177. 0. 177. 0.”

Form 990, Part IX, Line 24E

“Promotion & development 8044. 0. 0. 8044.”

Form 990, Part IX, Line 24E

“Special events cost 2979. 0. 0. 2979.”

Form 990, Part IX, Line 24E

“Facility costs 28249. 28249. 0. 0.”

Form 990, Part IX, Line 24E

“Gift shop expense 1572. 1572. 0. 0.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0909227
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01021516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01930743

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