Civic Intelligence

Coach Lee Rose Foundation

990EZ • Fiscal year 2023 • EIN 88-1610773

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileN/A
3041 Stoneybrook RoadCharlotte, NC 28205

(888) 462-3453

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

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

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

37%

Faster asset growth than 73% of similar nonprofits.

2023 filings • NTEE O50 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE O50 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$29,104

Up $7,911 (+37%) from 2022

Net Assets

Up

$29,104

Up $7,911 (+37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin69th percentile

Revenue

Down

$38,916

Down $54,355 (-58%) from 2022

Expenses

Down

$31,005

Down $41,073 (-57%) from 2022

Net Income

Down

$7,911

Down $13,282 (-63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30K$20K$10K$0Assets 2022: $21,193Liabilities 2022: $0Net Assets 2022: $21,1932022Assets 2023: $29,104Liabilities 2023: $0Net Assets 2023: $29,1042023Assets 2024: $19,770Net Assets 2024: $19,7702024

Highlighted filing

2023

Assets$29,104
Liabilities$0
Net Assets$29,104
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2022: $93,271Expenses 2022: $72,078Net Income 2022: $21,1932022Revenue 2023: $38,916Expenses 2023: $31,005Net Income 2023: $7,9112023Revenue 2024: $18,122Expenses 2024: $27,456Net Income 2024: -$9,3342024

Highlighted filing

2023

Revenue$38,916
Expenses$31,005
Net Income$7,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$38,916
Mission and Program Overview

Mission

Help underserved kids overcome obstacles

Program Services

DescriptionGrantsExpenses
THROUGH CLRF GOODWORKS, THE FOUNDATION WAS ABLE TO PROVIDE COACHING, CONNECTIONS, AND EDUCATIONAL SCHOLARSHIPS TO UNDERSERVED CHILDREN.$20,639$20,639
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD ROSEPrincipal OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Coach Lee Rose Foundation
EIN
88-1610773
Phone
8884623453
Address
3041 STONEYBROOK ROAD, CHARLOTTE, NC 28205

Signing Officer

Name
Richard Rose
Title
Founder
Phone
8884623453
Signed
2024-05-13

Preparer

Firm
Brittany Ayers CPA LLC
Address
122 S Confederate Ave, Rock Hill, SC 29730
Preparer
Brittany Ayers
Phone
8033271306
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Uniform and equipment donations; donations; : , , , ; , 10639.”

Form 990EZ, Part I, Line 10

“Transylvania u scholarship; scholarships; : , , , ; , 10000.”

Form 990EZ, Part I, Line 16

“BANK FEES 510.”

Form 990EZ, Part I, Line 16

“STRIPE FEES 120.”

Form 990EZ, Part I, Line 16

“TRAVEL 190.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD ROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum08884623453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03041 STONEYBROOK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029104
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038916
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07911
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09546
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029104
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020639
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038916
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029104
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0820
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP UNDERSERVED KIDS OVERCOME OBSTACLES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THROUGH CLRF GOODWORKS, THE FOUNDATION WAS ABLE TO PROVIDE COACHING, CONNECTIONS, AND EDUCATIONAL SCHOLARSHIPS TO UNDERSERVED CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020639
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020639
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031005
IRS990EZ/TotalProgramServiceExpensesAmt020639
IRS990EZ/TotalRevenueAmt038916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135210
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0135210
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093271
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135210
IRS990ScheduleA/TotalSupportAmt0135210
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIFORM AND EQUIPMENT DONATIONS; DONATIONS; : , , , ; , 10639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSYLVANIA U SCHOLARSHIP; SCHOLARSHIPS; : , , , ; , 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STRIPE FEES 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL 190.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum08884623453
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COACH LEE ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COAC
ReturnHeader/Filer/EIN0881610773
ReturnHeader/Filer/PhoneNum08884623453
ReturnHeader/Filer/USAddress/AddressLine1Txt03041 STONEYBROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842855886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brittany Ayers CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 S Confederate Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rock Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029730
ReturnHeader/PreparerPersonGrp/PhoneNum08033271306
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittany Ayers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T12:56:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,104
Liabilities
$0
Net assets
$29,104
Revenue
$38,916
Expenses
$31,005
Net income
$7,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.8$19.8$18.1$27.5$9.33
2023Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$38.9$31.0$7.91
2022Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$93.3$72.1$21.2