Civic Intelligence

Coach Lee Rose Foundation

990EZ • Fiscal year 2024 • EIN 88-1610773

Jan 01, 2024 to Dec 31, 2024 • Filed on May 22, 2025

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2024 filings • NTEE O50 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • NTEE O50 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-32%

Faster asset growth than 23% of similar nonprofits.

2024 filings • NTEE O50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-53%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • NTEE O50 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,770

Down $9,334 (-32%) from 2023

Net Assets

Down

$19,770

Down $9,334 (-32%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$18,122

Down $20,794 (-53%) from 2023

Expenses

Down

$27,456

Down $3,549 (-11%) from 2023

Net Income

Down

-$9,334

Down $17,245 (-218%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2024

Assets$19,770
Liabilities-
Net Assets$19,770
Open 2024 Filing

Operations Trend

Revenue Growth10th 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

2024

Revenue$18,122
Expenses$27,456
Net Income-$9,334
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Gross Receipts
$18,122
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.$11,132$11,132
THE FOUNDATION WAS ABLE TO MAKE A DONATION TO THEHURRICANE HELENE RELIEF FUND TO ASSIST WITH RECOVERYEFFORTS IN THE STATE OF NORTH CAROLINA.$6,500$6,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD ROSEPresidentPT$0--
MARK ROSEVice President-$0--
TROY BROWNTreasurer-$0--
DAN ACETIBoard Member-$0--
TONY RHEMBoard Member-$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
2025-05-22

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

“TO PROVIDE EDUCATION OPPORTUNITIES TO CHILDREN IN NEED; EDUCATION; Learning Collaborative: 3241 Sam Drennan Road , Charlotte, NC, 28205; NONE, 1132.”

Form 990EZ, Part I, Line 10

“TO ASSIST WITH RECOVERY EFFORTS AFTER HURRICANE HELENA; FINANCIAL SUPPORT; Hurricane Helena Relief: , , , ; , 6500.”

Form 990EZ, Part I, Line 10

“Transylvania university scholarship; scholarships; transylvania university: , , , ; , 10000.”

Form 990EZ, Part I, Line 16

“BANK FEES 163.”

Form 990EZ, Part I, Line 16

“WEBSITE MARKETING 6372.”

Raw XML Appendix163 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/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/BOYAmt029104
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019770
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018122
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9334
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03289
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029104
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019770
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017632
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt018122
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019770
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019770
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TROY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN ACETI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONY RHEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06535
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/DescriptionProgramSrvcAccomTxt1THE FOUNDATION WAS ABLE TO MAKE A DONATION TO THEHURRICANE HELENE RELIEF FUND TO ASSIST WITH RECOVERYEFFORTS IN THE STATE OF NORTH CAROLINA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011132
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027456
IRS990EZ/TotalProgramServiceExpensesAmt017632
IRS990EZ/TotalRevenueAmt018122
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0153332
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0153332
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093271
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0153332
IRS990ScheduleA/TotalSupportAmt0153332
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE EDUCATION OPPORTUNITIES TO CHILDREN IN NEED; EDUCATION; Learning Collaborative: 3241 Sam Drennan Road , Charlotte, NC, 28205; NONE, 1132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ASSIST WITH RECOVERY EFFORTS AFTER HURRICANE HELENA; FINANCIAL SUPPORT; Hurricane Helena Relief: , , , ; , 6500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSYLVANIA UNIVERSITY SCHOLARSHIP; SCHOLARSHIPS; TRANSYLVANIA UNIVERSITY: , , , ; , 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE MARKETING 6372.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum08884623453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
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/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittany Ayers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-28T12:33:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,770
Liabilities
-
Net assets
$19,770
Revenue
$18,122
Expenses
$27,456
Net income
-$9,334
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