Civic Intelligence

The Irish Society of Charlotte

990EZ • Fiscal year 2018 • EIN 56-1667965

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 31, 2018

5601 77 Center Drive Suite 140Charlotte, NC 28217

(704) 277-5681

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

40th percentile

0.4%

Higher net margin than 40% of similar nonprofits.

2018 filings • NTEE A23 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • NTEE A23 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-29%

Faster asset growth than 19% of similar nonprofits.

2018 filings • NTEE A23 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

41%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • NTEE A23 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Flat

$7,101

Flat from 2018

Net Assets

$7,101

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$13,121

Flat from 2018

Expenses

Flat

$13,063

Flat from 2018

Net Income

Flat

$58

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2016: $10,603Liabilities 2016: $2,960Net Assets 2016: $7,6432016Assets 2017: $10,062Liabilities 2017: $3,020Net Assets 2017: $7,0422017Assets 2018: $7,101Net Assets 2018: $7,1012018Assets 2018: $7,101Liabilities 2018: $02018Assets 2019: $21,555Liabilities 2019: $11,822Net Assets 2019: $9,7332019

Highlighted filing

2018

Assets$7,101
Liabilities-
Net Assets$7,101

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2016: $11,537Expenses 2016: $6,216Net Income 2016: $5,3212016Revenue 2017: $9,318Expenses 2017: $9,919Net Income 2017: -$6012017Revenue 2018: $13,121Expenses 2018: $13,063Net Income 2018: $582018Revenue 2018: $13,121Expenses 2018: $13,063Net Income 2018: $582018Revenue 2019: $17,296Expenses 2019: $14,665Net Income 2019: $2,6312019

Highlighted filing

2018

Revenue$13,121
Expenses$13,063
Net Income$58
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 31, 2018
Return Version
2017v2.3
Gross Receipts
$13,121
Mission and Program Overview

Mission

To promote irish culture through education, social events & community outreach.

Program Services

DescriptionGrantsExpenses
TO PROMOTE IRISH CULTURE THROUGH EDUCATION, SOCIAL EVENTS & COMMUNITY OUTREACH.$1,250$13,063
TO PROMOTE IRISH CULTURE THROUGH EDUCATION, SOCIAL EVENTS & COMMUNITY OUTREACH.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER BYRNEPresident-$0--
CAITRIONA O'SHAUGHNESSYVice Preside-$0--
BRET BRUMMTreasurer-$0--
JOHN O'ROURKECommunicatio-$0--
RAY BARRYBoard Member-$0--
CHANTEL CASSIDYBoard Member-$0--
MICHAEL CASSIDYBoard Member-$0--
ANDREW CURRYBoard Member-$0--
KEVIN DEVINBoard Member-$0--
KEN LEEBoard Member-$0--
NEASA MALONEBoard Member-$0--
RYAN MCCOYBoard Member-$0--
CHUCK MCSHANEBoard Member-$0--
KRISTINA MILLERBoard Member-$0--
AIDAN MURPHYBoard Member-$0--
KEVIN TOBINBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Irish Connection
EIN
56-1667965
Phone
7042775681
Address
5601 77 CENTER DRIVE SUITE 140, CHARLOTTE, NC 28217

Signing Officer

Name
Peter Byrne
Title
President
Phone
7042775681
Signed
2018-08-31

Preparer

Firm
Jrd Financial Services
Address
5601 77 CENTER DRIVE SUITE 140, CHARLOTTE, NC 28217-0713
Preparer
James R Davies
Phone
7042775681
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising/promotion 399 office supplies 339 bank charges/credit card disc 51 quickbooks online 30 internet & website expenses 246 email service 90 annual business insurance 250 fundraisng expenses 402 christmas party expenses 225 annual picnic 247 special event expenses 6,905 golf society expenses 2,332 licenses & fees 19 non-investment depreciation 190 total 11,725

Form 990-ez, Part I, Line 20

RESTRICTED FUNDS 0

Form 990-ez, Part II, Line 24

Pop-up tent 0 1,331 less accumulated depreciation 0 190 total 0 1,141

Form 990-ez, Part II, Line 26

Restricted funds 960 0 queens cup ticket receipts 2,060 0

Form 990-ez, Part III

To promote irish culture through education, social events & community outreach.

Form 990-ez, Part III, Line 31

To promote irish culture through education, social events & community outreach.

Raw XML Appendix200 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/PhoneNum07042775681
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAITRIONA O'SHAUGHNESSY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRET BRUMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN O'ROURKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDREW CURRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14AIDAN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15KEVIN TOBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt011725
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARLOTTEIRISH.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03329
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09318
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07354
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/PROMOTION 399 OFFICE SUPPLIES 339 BANK CHARGES/CREDIT CARD DISC 51 QUICKBOOKS ONLINE 30 INTERNET & WEBSITE EXPENSES 246 EMAIL SERVICE 90 ANNUAL BUSINESS INSURANCE 250 FUNDRAISNG EXPENSES 402 CHRISTMAS PARTY EXPENSES 225 ANNUAL PICNIC 247 SPECIAL EVENT EXPENSES 6,905 GOLF SOCIETY EXPENSES 2,332 LICENSES & FEES 19 NON-INVESTMENT DEPRECIATION 190 TOTAL 11,725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESTRICTED FUNDS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POP-UP TENT 0 1,331 LESS ACCUMULATED DEPRECIATION 0 190 TOTAL 0 1,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESTRICTED FUNDS 960 0 QUEENS CUP TICKET RECEIPTS 2,060 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE IRISH CULTURE THROUGH EDUCATION, SOCIAL EVENTS & COMMUNITY OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROMOTE IRISH CULTURE THROUGH EDUCATION, SOCIAL EVENTS & COMMUNITY OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BYRNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042775681
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE IRISH CONNECTION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0561667965
ReturnHeader/Filer/PhoneNum07042775681
ReturnHeader/Filer/USAddress/AddressLine1Txt05601 77 CENTER DRIVE SUITE 140
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FB2A8F05A2958AF08215692A41BA0F47BEA199EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.226.84.246
ReturnHeader/FilingSecurityInformation/IPDt02018-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:34:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202163591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRD FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05601 77 CENTER DRIVE SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282170713
ReturnHeader/PreparerPersonGrp/PhoneNum07042775681
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R DAVIES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-25T12:34:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

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