Civic Intelligence

Historic Charlotte Inc

EIN 58-1967346 • 501(c)3 • Charlotte, NC

Profile

Promote historic preservation

214 West Tremont AveCharlotte, NC 28203

www.historiccharlotte.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

99th percentile

1132%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$21,305

Up $19,575 (+1132%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,305

Up $19,575 (+1132%) from 2014

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

Down

$20,240

Down $10,379 (-34%) from 2014

Expenses

Down

$665

Down $36,651 (-98%) from 2014

Net Income

Up

$19,575

Up $26,272 (+392%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$80K$60K$40K$20K$0Assets 2010: $62,824Liabilities 2010: $30,953Net Assets 2010: $31,8712010Assets 2011: $58,346Liabilities 2011: $14,980Net Assets 2011: $43,3662011Assets 2012: $22,908Liabilities 2012: $5,324Net Assets 2012: $17,5842012Assets 2013: $8,427Net Assets 2013: $8,4272013Assets 2014: $1,730Net Assets 2014: $1,7302014Assets 2015: $21,305Net Assets 2015: $21,3052015

Highlighted filing

2015

Assets$21,305
Liabilities-
Net Assets$21,305
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2010: $44,965Expenses 2010: $75,734Net Income 2010: -$30,7692010Revenue 2011: $89,298Expenses 2011: $77,803Net Income 2011: $11,4952011Revenue 2012: $48,469Expenses 2012: $74,251Net Income 2012: -$25,7822012Revenue 2013: $68,504Expenses 2013: $77,661Net Income 2013: -$9,1572013Revenue 2014: $30,619Expenses 2014: $37,316Net Income 2014: -$6,6972014Revenue 2015: $20,240Expenses 2015: $665Net Income 2015: $19,5752015

Highlighted filing

2015

Revenue$20,240
Expenses$665
Net Income$19,575
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,305
Liabilities
-
Net assets
$21,305
Revenue
$20,240
Expenses
$665
Net income
$19,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$21.3$21.3$20.2$0.67$19.6
2014Detailed filing. Detailed filing data is available for this year.$1.73$1.73$30.6$37.3$6.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$8.43$68.5$77.7$9.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$5.32$17.6$48.5$74.3$25.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.3$15.0$43.4$89.3$77.8$11.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.8$31.0$31.9$45.0$75.7$30.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$32,511
Mission and Program Overview

Mission

Promote historic preservation

Program Services

DescriptionGrantsExpenses
The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region.$45-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
John KincheloePresident-$0--
Jodie LawsonVice President-$0--
Andy LargenTreasurer-$0--
Diane AlthouseDirector-$0--
Susan DavisDirector-$0--
Jon KellyDirector-$0--
Shep ReynoldsDirector-$0--
Neel EllisonDirector-$0--
Carrie FryeDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Home Tour$20,882$20,882$4,123$16,759
Blast for the Past$10,752$10,752$8,148$2,604
Total Events$31,634$31,634$12,271$19,363
Filing and Contact Details

Filer

Filer Name
Historic Charlotte Inc
EIN
58-1967346
Phone
7042660328
Address
214 West Tremont Ave, Charlotte, NC 28203

Signing Officer

Name
Andy Largen
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Website $504”

Other Expenses.2

“Bank fees $116”

Other Expenses.3

“Meals & entertainment $45”

Raw XML Appendix170 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/BooksInCareOfDetail/PersonNm0Historic Charlotte Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum07043756145
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0214 West Tremont Ave Ste 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0877
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021305
IRS990EZ/FundraisingGrossIncomeAmt031634
IRS990EZ/GrossReceiptsAmt032511
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Kincheloe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jodie Lawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andy Largen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Diane Althouse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jon Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shep Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Neel Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Carrie Frye
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote historic preservation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012271
IRS990EZ/SpecialEventsNetIncomeLossAmt019363
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0665
IRS990EZ/TotalProgramServiceExpensesAmt045
IRS990EZ/TotalRevenueAmt020240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.historiccharlotte.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0239905
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0116472
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0622
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01112
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01734
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99280
IRS990ScheduleA/PublicSupportPY170Pct00.98630
IRS990ScheduleA/PublicSupportTotal170Amt0239905
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0239905
IRS990ScheduleA/TotalSupportAmt0241639
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012271
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Home Tour
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Blast for the Past
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031634
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019363
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012271
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Website $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals & entertainment $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andy Largen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Historic Charlotte Inc
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0581967346
ReturnHeader/Filer/PhoneNum07042660328
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 West Tremont Ave
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 E Morehead Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02016-05-16T11:42:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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