Civic Intelligence

Historic Charlotte Inc.

990EZ • Fiscal year 2014 • EIN 58-1967346

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 03, 2015

Organization Profilewww.historiccharlotte.org
214 West Tremont Ave28203

(704) 266-0328

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$16,672

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 54.4% of source-year revenue.

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Asset Growth

3rd percentile

-79%

Faster asset growth than 3% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,730

Down $6,697 (-79%) from 2013

Net Assets

Down

$1,730

Down $6,697 (-79%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$30,619

Down $37,885 (-55%) from 2013

Expenses

Down

$37,316

Down $40,345 (-52%) from 2013

Net Income

Up

-$6,697

Up $2,460 (+27%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2014

Assets$1,730
Liabilities-
Net Assets$1,730
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$30,619
Expenses$37,316
Net Income-$6,697
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Gross Receipts
$38,976
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.$31,833-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole McBethExecutive DirecPT$16,672-$16,672
Timothy BrittDirector-$0--
Susan DavisDirector-$0--
Carrie FryeDirector-$0--
Kristen DayDirector-$0--
Neel EllisonDirector-$0--
Terri ArrowoodDirector-$0--
Nathan AdamsDirector-$0--
John KincheloeDirector-$0--
Cliff McMackinDirector-$0--
Craig SpitzerSecretary-$0--
Kevin MonroeDirector-$0--
Candice WilliamsDirector-$0--
John HowardDirector-$0--
Seth HudsonPresident-$0--
Mary Beth NavarroVice President-$0--
Andy LargenTreasurer-$0--
Emily MakasDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,692$16,692$7,818$8,874
Total Events$16,692$16,692$7,818$8,874
Filing and Contact Details

Filer

EIN
58-1967346
Phone
7042660328

Signing Officer

Name
Andy Largen
Title
Treasurer
Signed
2015-03-03
Discuss with paid preparer
Yes

Preparer

Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Miscellaneous $622”

Other Expenses.1012

“Insurance $1578”

Other Expenses.1

“Website $4994”

Other Expenses.3

“Dues and subscriptions $1780”

Other Expenses.4

“Miscellaneous $1607”

Other Expenses.5

“Program Expenses $765”

Other Expenses.6

“Telephone $580”

Other Expenses.7

“Supplies $470”

Other Expenses.8

“Parking $125”

Raw XML Appendix222 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherExpensesTotalAmt011899
IRS990EZ/OtherRevenueTotalAmt0622
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website $4994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and subscriptions $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $1607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expenses $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $580
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Parking $125
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andy Largen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Historic Charlotte Inc
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0581967346
ReturnHeader/Filer/PhoneNum07042660328
ReturnHeader/Filer/USAddress/AddressLine10214 West Tremont Ave
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10817 E Morehead Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02015-03-03T11:19:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730
Liabilities
-
Net assets
$1,730
Revenue
$30,619
Expenses
$37,316
Net income
-$6,697
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