Civic Intelligence

Assistance League of Charlotte

990 • Fiscal year 2020 • EIN 56-1781080

Jun 01, 2019 to May 31, 2020 • Filed on Sep 21, 2020

Organization ProfileWWW.CHARLOTTE.ASSISTANCELEAGUE.ORG
PO Box 471112Charlotte, NC 28247

(704) 525-5228

Siviq Scores

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

Liabilities / Assets

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • NTEE S • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.73x

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

2020 filings • NTEE S • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.4%

Higher net margin than 43% of similar nonprofits.

2020 filings • NTEE S • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • NTEE S • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

2020 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-5.7%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,839,731

Down $57,748 (-2.0%) from 2019

Net Assets

Up

$2,232,014

Up $19,685 (+0.9%) from 2019

Liabilities

Down

$607,717

Down $77,433 (-11%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin43rd percentile

Revenue

Down

$829,295

Down $50,426 (-5.7%) from 2019

Expenses

Up

$809,610

Up $36,684 (+4.7%) from 2019

Net Income

Down

$19,685

Down $87,110 (-82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2012: $1,210,100Liabilities 2012: $44,750Net Assets 2012: $1,165,3502012Assets 2013: $2,456,999Liabilities 2013: $1,229,017Net Assets 2013: $1,227,9822013Assets 2014: $2,937,310Liabilities 2014: $1,610,203Net Assets 2014: $1,327,1072014Assets 2015: $2,933,089Liabilities 2015: $1,420,555Net Assets 2015: $1,512,5342015Assets 2016: $2,897,823Liabilities 2016: $1,182,991Net Assets 2016: $1,714,8322016Assets 2017: $3,014,759Liabilities 2017: $1,051,908Net Assets 2017: $1,962,8512017Assets 2018: $3,014,750Liabilities 2018: $909,216Net Assets 2018: $2,105,5342018Assets 2019: $2,897,479Liabilities 2019: $685,150Net Assets 2019: $2,212,3292019Assets 2020: $2,839,731Liabilities 2020: $607,717Net Assets 2020: $2,232,0142020Assets 2021: $2,907,869Liabilities 2021: $538,702Net Assets 2021: $2,369,1672021Assets 2022: $8,336,811Liabilities 2022: $5,980,254Net Assets 2022: $2,356,5572022Assets 2023: $8,233,349Liabilities 2023: $112,379Net Assets 2023: $8,120,9702023Assets 2024: $8,256,759Liabilities 2024: $153,883Net Assets 2024: $8,102,8762024Assets 2025: $8,082,892Liabilities 2025: $143,438Net Assets 2025: $7,939,4542025

Highlighted filing

2020

Assets$2,839,731
Liabilities$607,717
Net Assets$2,232,014
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $646,094Expenses 2012: $559,545Net Income 2012: $86,5492012Revenue 2013: $664,743Expenses 2013: $602,111Net Income 2013: $62,6322013Revenue 2014: $1,075,115Expenses 2014: $975,990Net Income 2014: $99,1252014Revenue 2015: $789,518Expenses 2015: $604,091Net Income 2015: $185,4272015Revenue 2016: $814,581Expenses 2016: $612,283Net Income 2016: $202,2982016Revenue 2017: $908,357Expenses 2017: $660,338Net Income 2017: $248,0192017Revenue 2018: $956,266Expenses 2018: $813,583Net Income 2018: $142,6832018Revenue 2019: $879,721Expenses 2019: $772,926Net Income 2019: $106,7952019Revenue 2020: $829,295Expenses 2020: $809,610Net Income 2020: $19,6852020Revenue 2021: $818,622Expenses 2021: $681,469Net Income 2021: $137,1532021Revenue 2022: $879,446Expenses 2022: $892,056Net Income 2022: -$12,6102022Revenue 2023: $12,869,060Expenses 2023: $7,104,647Net Income 2023: $5,764,4132023Revenue 2024: $1,259,127Expenses 2024: $1,277,221Net Income 2024: -$18,0942024Revenue 2025: $1,380,377Expenses 2025: $1,543,799Net Income 2025: -$163,4222025

Highlighted filing

2020

Revenue$829,295
Expenses$809,610
Net Income$19,685
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 21, 2020
Return Version
2019v5.0
Gross Receipts
$829,295
Mission and Program Overview

Mission

Assistance league of charlotte is the 93rd chapter of assistance league and was founded in 1992 as a nonprofit corporation. Its member volunteers are dedicated to improving the lives of children and families through community-based philanthropic programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,914,624$1,880,019▼ $34,605
Investments Program Related$329,514$340,966▲ $11,452
Savings and Temporary Cash Investments$343,059$249,630▼ $93,429
Cash and Non-Interest-Bearing Accounts$183,855$221,664▲ $37,809
Inventories for Sale or Use$120,340$142,569▲ $22,229
Prepaid Expenses and Deferred Charges$4,425$3,665▼ $760
Accounts Receivable$1,662$1,218▼ $444
Total Assets$2,897,479$2,839,731▼ $57,748
Liabilities
Other Liabilities$602,254$495,736▼ $106,518
Grants Payable$60,993$61,200▲ $207
Accounts Payable and Accrued Expenses$11,903$40,116▲ $28,213
Deferred Revenue$10,000$10,665▲ $665
Total Liabilities$685,150$607,717▼ $77,433
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,167,120$2,195,961▲ $28,841
Net Assets With Donor Restrictions$45,209$36,053▼ $9,156
Total Net Assets Fund Balance$2,212,329$2,232,014▲ $19,685
Total Liabilities and Net Assets / Fund Balance$2,897,479$2,839,731▼ $57,748

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,555,894$335,534$1,891,428
Other Land Buildings$117,875$151,017$268,892
Land$206,250-$206,250
Investment Program Related Org$14,565--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$32,091$1,000▼ $3,846-$29,245
2018$26,665$5,575▼ $149-$32,091
2017$24,706-▲ $1,959-$26,665
2016$22,529$900▲ $3,277$-2,000$24,706
2015$20,966$2,925▼ $1,362-$22,529
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Laura GallagherPresident
Mary Lou GrgurichPresident El
Michele HaganSecretary
Fran WhisnantTreasurer
Cher EricksonVP Education
Peggy ThomasVP Fund Deve
Kelly FifieldVP Marketing
Norma DowlessVP Membershi
Judith SanfordVP Philanthr
Ann DavisVP Strategic
Revenue and Support

Revenue Composition

Contributions and Grants
$806,212
Program Service Revenue
$12,470
Investment Income
$9,283
Other Revenue
$1,330
All Other Contributions
$806,212
Change in Net Assets
$19,685

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Clothing and Household Goods-$544,053
Other Non Cash Contri Table1$34,472
Total Noncash Contributions1$578,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$829,295
Revenue Not Reported on Form 990
$17,727
Total Revenue per Audited Statements
$847,022
Total Revenue per Form 990
$829,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$660,676
Total Fundraising Expense$118,539
Grants and Similar Amounts Paid$96,244
Salaries, Compensation, and Employee Benefits$52,690
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$96,244--$96,244
Depreciation Depletion$26,408$2,780$40,307$69,495
Other Salaries and Wages$48,946--$48,946
Occupancy$10,149$1,068$15,492$26,709
Interest$9,108$959$13,903$23,970
Fees for Services Accounting$6,644$8,458-$15,102
All Other Expenses$5,335$4,444$2,413$12,192
Insurance$3,063$322$4,675$8,060
Payments to Affiliates-$7,000-$7,000
Conferences and Meetings$3,076$1,238$2,676$6,990
Payroll Taxes$3,744--$3,744
Other Expenses$547$820$2,872$3,419
Advertising-$1,951-$1,951
Fees for Services Other$124$156-$280
Office Expenses$16$3-$19
Total Functional Expenses$661,872$29,199$118,539$809,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$827,337
Expenses per Audited Statements$809,610
Total Expenses per Form 990$809,610
Expenses Not Reported on Form 990$17,727
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
International Minute PressOwner Is SpousePrinting ServicesNo$1,747
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$485,663
Paycheck Protection Loan$10,073
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members can be voting, or non-voting (associate and sustaining)”

Form 990, Page 6, Part VI, Line 7A

“Voting members elect the governing body (board of directors) each year.”

Form 990, Page 6, Part VI, Line 7B

“Decisions made by the board regarding time, expenditures of money, and the organization's bylaws are then approved by the members.”

Form 990, Page 6, Part VI, Line 11B

“The finance committee and board of directors will review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Members sign acknowledgement of having read the conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 15B

“The employee policy committee reviews the teen court program administator's performance and salary annually.”

Form 990, Page 6, Part VI, Line 19

“Many documents are available on the organization's website. Documents not available via the website can be requested from the organization.”

Filing and Contact Details

Filer

Filer Name
Assistance League of Charlotte
EIN
56-1781080
Phone
7045255228
Address
PO BOX 471112, CHARLOTTE, NC 28247

Signing Officer

Name
Fran Whisnant
Title
Treasurer
Phone
7045255228
Signed
2020-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fran Whisnant
Formed
1992
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
539

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
Julia Cook
Phone
7043756405
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Assistance league of charlotte is the 93rd chapter of assistance league and was founded in 1992 as a nonprofit corporation. Its member volunteers are dedicated to improving the lives of children and families through community-based philanthropic programs.”

Form 990, Page 2, Part III, Line 4B

“Operation check hunger was established in 1992 and is designed to alleviate children's hunger by distributing food in these ways: (1) providing weekly take home backpacks to hundred of children in seven local elementary schools - each backpack contains non-perishable food items for the student and family to supplement their weekend meals; (2) maintaining two school emergency food pantries designed to help at-risk families; (3) delivering monthly snacks to a special needs school to supplement life skills field trips and applesauce to assist with administration of medication; (4) making a bulk protein donation to the local food bank or food assistance agency; (5) making donations to mobile pantries that feed families within selected school communities. In 2019-2020, 450 elementary school children were provided with weekend packpacks. Operation check hunger also established hart of the home in 2019 that provides small electrical appliances and other kitchen items to families moving into permanent housing through habitat for humanity. 16 families were assisted in 2019- 2020.”

Form 990, Page 2, Part III, Line 4D

“Other program services include: (1) the assistance league scholarship fund which awarded the following in 2019-2020: (a) 16 college scholarships to charlotte-mecklenburg graduating seniors and previous scholarship recipients, (b) 449 children received scholarships to attend summer camp, after-school programs and private lessons focused on music, art and literacy, (c) 7 scholarships awarded to mecklenburg teen court volunteers, and (d) two adults received scholarships to attend community culinary school of charlotte - and (2) outreach programs which provides goods for short-term needs to the charlotte-mecklenburg community.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The income from the endowment is to be used for maintenance expenses of the chapter house.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATION CHECK HUNGER WAS ESTABLISHED IN 1992 AND IS DESIGNED TO ALLEVIATE CHILDREN'S HUNGER BY DISTRIBUTING FOOD IN THESE WAYS: (1) PROVIDING WEEKLY TAKE HOME BACKPACKS TO HUNDRED OF CHILDREN IN SEVEN LOCAL ELEMENTARY SCHOOLS - EACH BACKPACK CONTAINS NON-PERISHABLE FOOD ITEMS FOR THE STUDENT AND FAMILY TO SUPPLEMENT THEIR WEEKEND MEALS; (2) MAINTAINING TWO SCHOOL EMERGENCY FOOD PANTRIES DESIGNED TO HELP AT-RISK FAMILIES; (3) DELIVERING MONTHLY SNACKS TO A SPECIAL NEEDS SCHOOL TO SUPPLEMENT LIFE SKILLS FIELD TRIPS AND APPLESAUCE TO ASSIST WITH ADMINISTRATION OF MEDICATION; (4) MAKING A BULK PROTEIN DONATION TO THE LOCAL FOOD BANK OR FOOD ASSISTANCE AGENCY; (5) MAKING DONATIONS TO MOBILE PANTRIES THAT FEED FAMILIES WITHIN SELECTED SCHOOL COMMUNITIES. IN 2019-2020, 450 ELEMENTARY SCHOOL CHILDREN WERE PROVIDED WITH WEEKEND PACKPACKS. OPERATION CHECK HUNGER ALSO ESTABLISHED HART OF THE HOME IN 2019 THAT PROVIDES SMALL ELECTRICAL APPLIANCES AND OTHER KITCHEN ITEMS TO FAMILIES MOVING INTO PERMANENT HOUSING THROUGH HABITAT FOR HUMANITY. 16 FAMILIES WERE ASSISTED IN 2019- 2020.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MECKLENBURG COUNTY TEEN COURT IS DESIGNED TO PROVIDE JUVENILES WITH NO PREVIOUS CONVICTIONS A SECOND CHANCE WHEN THEY ADMIT THEIR GUILT TO A MISDEMEANOR OFFENSE, AGREE TO BE TRIED BY A JURY OF THEIR PEERS, AND TAKE RESPONSIBILITY FOR THEIR ACTIONS. DEFENDANTS ARE REFERRED TO TEEN COURT ONLY BY THE DEPARTMENT OF JUVENILE JUSTICE AND BY SCHOOL RESOURCE OFFICERS AND ARE THOROUGHLY SCREENED FOR APPROPRIATENESS TO THE PROGRAM. TEEN COURT ALSO TRAINS TEEN VOLUNTEERS BETWEEN THE AGES OF ELEVEN AND EIGHTEEN IN THE LEGAL PROCESS AS JURORS, CLERKS OF COURT, BAILIFFS, AND ATTORNEYS, EMPHASIZING COMMUNICATION, LEADERSHIP, AND DIVERSITY SKILLS. MECKLENBURG COUNTY TEEN COURT ASSISTED 293 YOUTH OFFENDERS IN 2019-2020.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt088726
IRS990/ProgSrvcAccomActy3Grp/GrantAmt014000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: (1) THE ASSISTANCE LEAGUE SCHOLARSHIP FUND WHICH AWARDED THE FOLLOWING IN 2019-2020: (A) 16 COLLEGE SCHOLARSHIPS TO CHARLOTTE-MECKLENBURG GRADUATING SENIORS AND PREVIOUS SCHOLARSHIP RECIPIENTS, (B) 449 CHILDREN RECEIVED SCHOLARSHIPS TO ATTEND SUMMER CAMP, AFTER-SCHOOL PROGRAMS AND PRIVATE LESSONS FOCUSED ON MUSIC, ART AND LITERACY, (C) 7 SCHOLARSHIPS AWARDED TO MECKLENBURG TEEN COURT VOLUNTEERS, AND (D) TWO ADULTS RECEIVED SCHOLARSHIPS TO ATTEND COMMUNITY CULINARY SCHOOL OF CHARLOTTE - AND (2) OUTREACH PROGRAMS WHICH PROVIDES GOODS FOR SHORT-TERM NEEDS TO THE CHARLOTTE-MECKLENBURG COMMUNITY.
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IRS990/ReconcilationRevenueExpnssAmt019685
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 13,582
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1DODGE & COX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2OAKMARK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,839,731
Liabilities
$607,717
Net assets
$2,232,014
Revenue
$829,295
Expenses
$809,610
Net income
$19,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.14$7.94$1.38$1.54$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.15$8.10$1.26$1.28$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.11$8.12$12.9$7.10$5.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$5.98$2.36$0.88$0.89$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.54$2.37$0.82$0.68$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.61$2.23$0.83$0.81$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.69$2.21$0.88$0.77$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.91$2.11$0.96$0.81$0.14
2017Summary only. Only limited summary data is available for this year.$3.01$1.05$1.96$0.91$0.66$0.25
2016Summary only. Only limited summary data is available for this year.$2.90$1.18$1.71$0.81$0.61$0.20
2015Summary only. Only limited summary data is available for this year.$2.93$1.42$1.51$0.79$0.60$0.19
2014Summary only. Only limited summary data is available for this year.$2.94$1.61$1.33$1.08$0.98$0.10
2013Summary only. Only limited summary data is available for this year.$2.46$1.23$1.23$0.66$0.60$0.06
2012Summary only. Only limited summary data is available for this year.$1.21$0.04$1.17$0.65$0.56$0.09
Peer Organizations

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