Civic Intelligence

Charlotte Good Neighbor Fund

EIN 56-6055707 • 501(c)3 • Charlotte, NC

Profile

To aid deserving and needy families during the Thanksgiving and Christmas holidays and other times throughout the year when disaster strikes.

2801 West Tyvola RoadCharlotte, NC 28217-4500
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

23rd percentile

-8.1%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

89%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$881,075

Down $77,995 (-8.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$881,075

Down $77,995 (-8.1%) from 2024

Revenue

Up

$321,664

Up $151,362 (+89%) from 2024

Expenses

Up

$399,659

Up $243,208 (+155%) from 2024

Net Income

Down

-$77,995

Down $91,846 (-663%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $390,127Liabilities 2011: $0Net Assets 2011: $390,1272011Assets 2012: $350,292Liabilities 2012: $0Net Assets 2012: $350,2922012Assets 2013: $436,767Liabilities 2013: $0Net Assets 2013: $436,7672013Assets 2014: $383,200Liabilities 2014: $314Net Assets 2014: $382,8862014Assets 2015: $371,877Liabilities 2015: $0Net Assets 2015: $371,8772015Assets 2016: $371,494Liabilities 2016: $0Net Assets 2016: $371,4942016Assets 2017: $309,165Liabilities 2017: $0Net Assets 2017: $309,1652017Assets 2018: $381,760Liabilities 2018: $0Net Assets 2018: $381,7602018Assets 2019: $453,475Liabilities 2019: $0Net Assets 2019: $453,4752019Assets 2020: $452,118Liabilities 2020: $0Net Assets 2020: $452,1182020Assets 2021: $428,447Liabilities 2021: $0Net Assets 2021: $428,4472021Assets 2022: $672,421Liabilities 2022: $0Net Assets 2022: $672,4212022Assets 2023: $945,219Liabilities 2023: $0Net Assets 2023: $945,2192023Assets 2024: $959,070Liabilities 2024: $0Net Assets 2024: $959,0702024Assets 2025: $881,075Liabilities 2025: $0Net Assets 2025: $881,0752025

Highlighted filing

2025

Assets$881,075
Liabilities$0
Net Assets$881,075

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $298,491Expenses 2011: $252,715Net Income 2011: $45,7762011Revenue 2012: $107,773Expenses 2012: $147,608Net Income 2012: -$39,8352012Revenue 2013: $212,404Expenses 2013: $125,929Net Income 2013: $86,4752013Revenue 2014: $135,284Expenses 2014: $189,165Net Income 2014: -$53,8812014Revenue 2015: $157,931Expenses 2015: $168,940Net Income 2015: -$11,0092015Revenue 2016: $212,862Expenses 2016: $213,245Net Income 2016: -$3832016Revenue 2017: $343,440Expenses 2017: $405,768Net Income 2017: -$62,3282017Revenue 2018: $221,700Expenses 2018: $149,105Net Income 2018: $72,5952018Revenue 2019: $395,500Expenses 2019: $323,785Net Income 2019: $71,7152019Revenue 2020: $126,504Expenses 2020: $127,861Net Income 2020: -$1,3572020Revenue 2021: $76,250Expenses 2021: $99,921Net Income 2021: -$23,6712021Revenue 2022: $349,675Expenses 2022: $105,701Net Income 2022: $243,9742022Revenue 2023: $427,627Expenses 2023: $154,829Net Income 2023: $272,7982023Revenue 2024: $170,302Expenses 2024: $156,451Net Income 2024: $13,8512024Revenue 2025: $321,664Expenses 2025: $399,659Net Income 2025: -$77,9952025

Highlighted filing

2025

Revenue$321,664
Expenses$399,659
Net Income-$77,995

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$0.00$8.81$3.22$4.00$0.78
2024Summary only. Only limited summary data is available for this year.$9.59$0.00$9.59$1.70$1.56$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.00$9.45$4.28$1.55$2.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$3.50$1.06$2.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.76$1.00$0.24
2020Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$1.27$1.28$0.01
2019Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$3.96$3.24$0.72
2018Summary only. Only limited summary data is available for this year.$3.82$0.00$3.82$2.22$1.49$0.73
2017Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$3.43$4.06$0.62
2016Summary only. Only limited summary data is available for this year.$3.71$0.00$3.71$2.13$2.13$0.00
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$3.72$1.58$1.69$0.11
2014Summary only. Only limited summary data is available for this year.$3.83$0.00$3.83$1.35$1.89$0.54
2013Summary only. Only limited summary data is available for this year.$4.37$0.00$4.37$2.12$1.26$0.86
2012Summary only. Only limited summary data is available for this year.$3.50$0.00$3.50$1.08$1.48$0.40
2011Summary only. Only limited summary data is available for this year.$3.90$0.00$3.90$2.98$2.53$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$321,664
Mission and Program Overview

Mission

To aid deserving and needy families during the Thanksgiving and Christmas holidays and other times throughout the year when disaster strikes.

To assist indigents and disaster victims.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$789,988$881,075▲ $91,087
Savings and Temporary Cash Investments$169,082--
Total Assets$959,070$881,075▼ $77,995
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$959,070$881,075▼ $77,995
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$959,070$881,075▼ $77,995
Total Liabilities and Net Assets / Fund Balance$959,070$881,075▼ $77,995
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brittaney MajorBoard of Advisors
David LyonsBoard of Advisors
Jon BollmanBoard of Advisors
Nicole RamsdellBoard of Advisors
Sara WrightBoard of Advisors
Jolee TomsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$321,654
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$321,654
Change in Net Assets
$-77,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$399,659
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$399,659--$399,659
Total Functional Expenses$399,659$0$0$399,659
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
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return preparer sends a copy of the final version of Form 990 to each Board member before it is filed.

Form 990, Part VI, Section B, Line 12C

Charlotte Good Neighbor Fund has a conflict of interest policy covering all board members. The policy is acknowledged and signed by all new officers when onboarded. If a conflict arises, the board will determine the appropriate action and retain documentation of the occurrence.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Form 990, Part VII, Section A, Line 1A

The only relationship among the six individuals listed as "Current Officers, Directors, Trustees and Key Employees" is that each individual is an employee of Belk and Subsidiaries.

Filing and Contact Details

Filer

Filer Name
Charlotte Good Neighbor Fund
EIN
56-6055707
Phone
7044268152
Address
2801 West Tyvola Road, Charlotte, NC 28217-4500

Signing Officer

Name
Jolee Toms
Title
Trustee
Phone
7044268152
Signed
2025-08-25

Organization Details

Principal Officer
Jolee Toms
Formed
1962
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Administrative expense of $315

Raw XML Appendix359 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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IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0321654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0427528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0349658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076233
IRS990ScheduleA/Total509Grp/TotalAmt01345132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0321664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0427627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0349675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01345518
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0See Schedule I, Part IV, Statement 1
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt00
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board of Advisors selects 501(c)(3) entities to receive grants, which have a similiar mission as the Charlotte Good Neighbor Fund mission, as well as the perceived effectiveness of the 501(c)(3) recipient entity in achieving such mission. Individual grantees are accepted as referrals from social service agencies or other referrals to the board. The Board of Advisors does not engage in formal monitoring of the use of the grants it makes to 501(c)(3) recipient entities. The assistance provided to individuals is of short-term nature which is not formally monitored.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1The Board of Advisors selects 501(c)(3) entities to receive grants, which have a similiar mission as the Charlotte Good Neighbor Fund mission, as well as the perceived effectiveness of the 501(c)(3) recipient entity in achieving such mission. Individual grantees are accepted as referrals from social service agencies or other referrals to the board. The Board of Advisors does not engage in formal monitoring of the use of the grants it makes to 501(c)(3) recipient entities. The assistance provided to individuals is of short-term nature which is not formally monitored.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule I, Part III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative expense of $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return preparer sends a copy of the final version of Form 990 to each Board member before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Charlotte Good Neighbor Fund has a conflict of interest policy covering all board members. The policy is acknowledged and signed by all new officers when onboarded. If a conflict arises, the board will determine the appropriate action and retain documentation of the occurrence.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The only relationship among the six individuals listed as "Current Officers, Directors, Trustees and Key Employees" is that each individual is an employee of Belk and Subsidiaries.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Section A, Line 1a
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0959070
IRS990/TotalAssetsEOYAmt0881075
IRS990/TotalAssetsGrp/BOYAmt0959070
IRS990/TotalAssetsGrp/EOYAmt0881075
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0321654
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0399659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0399659
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0959070
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0881075
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0315
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0399659
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0321664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0959070
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0881075
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02801 W Tyvola Rd
IRS990/USAddress/CityNm0Charlotte
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028217
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jolee Toms
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07044268152
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE GOOD NEIGHBOR FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0566055707
ReturnHeader/Filer/PhoneNum07044268152
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 West Tyvola Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282174500
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-26T10:13:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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