Civic Intelligence

Charlotte Leadership Forum

990EZ • Fiscal year 2019 • EIN 56-1990032

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization Profilewww.charlotteforum.org
Post Office Box 20402Charlotte, NC 28202

(704) 383-0001

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.5%

Faster asset growth than 28% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-5.7%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$88,110

Down $9,224 (-9.5%) from 2018

Net Assets

$88,110

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin21st percentile

Revenue

Down

$83,586

Down $5,030 (-5.7%) from 2018

Expenses

Up

$92,889

Up $16,640 (+22%) from 2018

Net Income

Down

-$9,303

Down $21,670 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2010: $23,003Net Assets 2010: $23,0032010Assets 2011: $29,954Liabilities 2011: $02011Assets 2012: $81,879Liabilities 2012: $02012Assets 2013: $48,814Liabilities 2013: $02013Assets 2014: $58,186Liabilities 2014: $02014Assets 2015: $55,416Liabilities 2015: $02015Assets 2016: $67,209Liabilities 2016: $02016Assets 2018: $97,334Liabilities 2018: $02018Assets 2019: $88,110Liabilities 2019: $0Net Assets 2019: $88,1102019Assets 2020: $65,234Liabilities 2020: $0Net Assets 2020: $65,2342020Assets 2021: $102,149Liabilities 2021: $0Net Assets 2021: $102,1492021Assets 2022: $99,860Liabilities 2022: $0Net Assets 2022: $99,8602022Assets 2023: $93,711Liabilities 2023: $0Net Assets 2023: $93,7112023Assets 2024: $49,876Liabilities 2024: $0Net Assets 2024: $49,8762024Assets 2025: $54,050Liabilities 2025: $0Net Assets 2025: $54,0502025

Highlighted filing

2019

Assets$88,110
Liabilities$0
Net Assets$88,110
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $77,124Expenses 2010: $73,725Net Income 2010: $3,3992010Revenue 2011: $58,906Expenses 2011: $52,255Net Income 2011: $6,6512011Revenue 2012: $90,663Expenses 2012: $59,842Net Income 2012: $30,8212012Revenue 2013: $69,478Expenses 2013: $80,181Net Income 2013: -$10,7032013Revenue 2014: $73,767Expenses 2014: $79,056Net Income 2014: -$5,2892014Revenue 2015: $86,855Expenses 2015: $88,973Net Income 2015: -$2,1182015Revenue 2016: $104,716Expenses 2016: $77,459Net Income 2016: $27,2572016Revenue 2018: $88,616Expenses 2018: $76,249Net Income 2018: $12,3672018Revenue 2019: $83,586Expenses 2019: $92,889Net Income 2019: -$9,3032019Revenue 2020: $60,759Expenses 2020: $83,968Net Income 2020: -$23,2092020Revenue 2021: $56,053Expenses 2021: $19,138Net Income 2021: $36,9152021Revenue 2022: $82,470Expenses 2022: $84,888Net Income 2022: -$2,4182022Revenue 2023: $118,370Expenses 2023: $124,519Net Income 2023: -$6,1492023Revenue 2024: $70,958Expenses 2024: $114,793Net Income 2024: -$43,8352024Revenue 2025: $102,010Expenses 2025: $97,175Net Income 2025: $4,8352025

Highlighted filing

2019

Revenue$83,586
Expenses$92,889
Net Income-$9,303
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.0
Gross Receipts
$83,586
Mission and Program Overview

Mission

To equip young married men and women to live significant, purposeful, and meaningful lives reflecting their commitments to God through Jesus Christ to their families, their coworkers, their communities, and their world.

Program Services

DescriptionGrantsExpenses
28 married couples completed a two year journey during which they were educated on Christian leadership in the home, workplace, and community.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan WiseDirector-$0--
Harry FloydDirector-$0--
Joe GlassDirector-$0--
Bill GrierDirector-$0--
Bud CarrierDirector-$0--
Scott ToneyDirector-$0--
Jim FaganDirector-$0--
Percy BurnsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Leadership Forum
EIN
56-1990032
Phone
7043830001
Address
Post Office Box 20402, Charlotte, NC 28202

Signing Officer

Name
Edward Clayton
Title
Treasurer
Phone
7043830001
Signed
2019-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“North Carolina Sales Tax Refunds”

Form 990-EZ, Part I, Line 16

“Description;Amount^Catering;7229|Eating Out;14735|Other Food;193|Hotel;47873|Administrative;4940|Books;2385|Speaker Fees;10210|Speaker Expense;398|Honorariums;4500|Other Expenses;426^Total;92889^”

Form 990-EZ, Part I, Line 20

“Adjustment to Checking Balance from Prior Year - Pay Pal Balances”

Raw XML Appendix210 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ed Clayton
IRS990EZ/BooksInCareOfDetail/PhoneNum07043830001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Post Office Box 20402
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097334
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alan Wise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Harry Floyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joe Glass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bill Grier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bud Carrier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Scott Toney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim Fagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Percy Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt079
IRS990EZ/OtherExpensesTotalAmt092889
IRS990EZ/OtherRevenueTotalAmt07481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To equip young married men and women to live significant, purposeful, and meaningful lives reflecting their commitments to God through Jesus Christ to their families, their coworkers, their communities, and their world.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt017250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt028 married couples completed a two year journey during which they were educated on Christian leadership in the home, workplace, and community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092889
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt083586
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Educational
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotteforum.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0$17,250 from tuition receipts $7,481 from NC Sales Tax Refunds
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt079200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0311162
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0357
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt024731
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029975
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035550
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020190
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt030460
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0140906
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68776
IRS990ScheduleA/PublicSupportPY170Pct00.68102
IRS990ScheduleA/PublicSupportTotal170Amt0311162
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt079200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0311162
IRS990ScheduleA/TotalSupportAmt0452425
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0North Carolina Sales Tax Refunds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Catering;7229|Eating Out;14735|Other Food;193|Hotel;47873|Administrative;4940|Books;2385|Speaker Fees;10210|Speaker Expense;398|Honorariums;4500|Other Expenses;426^Total;92889^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Adjustment to Checking Balance from Prior Year - Pay Pal Balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Clayton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07043830001
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE LEADERSHIP FORUM
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0561990032
ReturnHeader/Filer/PhoneNum07043830001
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 20402
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.45.186.45
ReturnHeader/ReturnTs02019-11-11T09:35:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,110
Liabilities
$0
Net assets
$88,110
Revenue
$83,586
Expenses
$92,889
Net income
-$9,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.02$0.97$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.71$1.15$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.18$1.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.82$0.85$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.56$0.19$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.61$0.84$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.84$0.93$0.09
2018Summary only. Only limited summary data is available for this year.$0.97$0.00$0.89$0.76$0.12
2016Summary only. Only limited summary data is available for this year.$0.67$0.00$1.05$0.77$0.27
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.87$0.89$0.02
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.74$0.79$0.05
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$0.69$0.80$0.11
2012Summary only. Only limited summary data is available for this year.$0.82$0.00$0.91$0.60$0.31
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.59$0.52$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.77$0.74$0.03