Civic Intelligence

Mecklenburg County-South

EIN 91-1816286 • 501(c)4 • Charlotte, NC

Profile

To encourage and foster the ideal of service

PO Box 77372Charlotte, NC 28271

mecksouthrotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

55th percentile

16%

Higher net margin than 55% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE S80 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

52%

Faster asset growth than 83% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

44%

Faster revenue growth than 78% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,037

Up $18,778 (+52%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$55,037

Up $18,778 (+52%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$120,801

Up $37,030 (+44%) from 2024

Expenses

Up

$102,023

Up $17,344 (+20%) from 2024

Net Income

Up

$18,778

Up $19,686 (+2168%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2015: $26,947Liabilities 2015: $02015Assets 2016: $32,602Net Assets 2016: $32,6022016Assets 2017: $32,657Net Assets 2017: $32,6572017Assets 2018: $46,113Net Assets 2018: $46,1132018Assets 2019: $38,731Liabilities 2019: $4152019Assets 2020: $34,187Liabilities 2020: $51Net Assets 2020: $34,1362020Assets 2021: $36,519Liabilities 2021: $52Net Assets 2021: $36,4672021Assets 2022: $35,387Liabilities 2022: $51Net Assets 2022: $35,3362022Assets 2023: $59,216Liabilities 2023: $512023Assets 2024: $36,259Liabilities 2024: $0Net Assets 2024: $36,2592024Assets 2025: $55,037Net Assets 2025: $55,0372025

Highlighted filing

2025

Assets$55,037
Liabilities-
Net Assets$55,037
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $63,062Expenses 2015: $49,068Net Income 2015: $13,9942015Revenue 2016: $49,433Expenses 2016: $43,778Net Income 2016: $5,6552016Revenue 2017: $51,483Expenses 2017: $51,428Net Income 2017: $552017Revenue 2018: $53,323Expenses 2018: $39,867Net Income 2018: $13,4562018Revenue 2019: $55,851Expenses 2019: $63,648Net Income 2019: -$7,7972019Revenue 2020: $57,628Expenses 2020: $61,808Net Income 2020: -$4,1802020Revenue 2021: $41,248Expenses 2021: $38,917Net Income 2021: $2,3312021Revenue 2022: $69,834Expenses 2022: $70,966Net Income 2022: -$1,1322022Revenue 2023: $38,707Expenses 2023: $14,878Net Income 2023: $23,8292023Revenue 2024: $83,771Expenses 2024: $84,679Net Income 2024: -$9082024Revenue 2025: $120,801Expenses 2025: $102,023Net Income 2025: $18,7782025

Highlighted filing

2025

Revenue$120,801
Expenses$102,023
Net Income$18,778
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$55,037
Liabilities
-
Net assets
$55,037
Revenue
$120,801
Expenses
$102,023
Net income
$18,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.55$1.21$1.02$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.84$0.85$0.01
2023Summary only. Only limited summary data is available for this year.$0.59$0.00$0.39$0.15$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.70$0.71$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.36$0.41$0.39$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.58$0.62$0.04
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$0.56$0.64$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.46$0.53$0.40$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.51$0.51$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.49$0.44$0.06
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$0.63$0.49$0.14
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$135,395
Mission and Program Overview

Mission

To encourage and foster the ideal of service

Program Services

DescriptionGrantsExpenses
OTHER LOCAL NATIONAL AND INTERNATIONAL SERVICE PROJECTS$0$43,968
COMMUNITY & MEMBER FELLOWSHIP ACTIVITIES PRINCIPALLY WEEKLY BREAKFAST MEETINGS ON EDUCATIONAL PUBLIC AND COMMUNITY ISSUES AND SUBJECTS$0$13,513
ROTARY FOUNDATION - FOUNDATION THAT RAISES MONEY TO FIGHT POLIO AND OTHER SOCIAL OR MEDICAL AILMENTS$0$3,273
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES PAGANOPresident-$0--
KEN MYERSSecretary-$0--
TODD GREENETreasurer-$0--
KELLY GAINSPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bmof Tournament$85,943$85,943$41,030$44,913
Wreath Sales$17,172$17,172$10,594$6,578
Total Events$103,115$103,115$51,624$51,491
Filing and Contact Details

Filer

Filer Name
Mecklenburg County-south North Carolina Rotary Club
EIN
91-1816286
In Care Of
% Seth Marlowe
Address
PO Box 77372, Charlotte, NC 28271

Signing Officer

Name
Todd Greene
Title
Past Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Joseph P Schaefer CPA
Address
3119 Montclair Ave, Lewis Center, OH 43035
Preparer
Joseph Schaefer
Phone
6146532603
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| CHARITABLE DONATIONS, $3273| MEALS, $3709| ROTARY INTL DUES, $3099| DISTRICT DUES, $3045| OTHER DONATIONS, $5059| MISC CLUB EXPENSE, $1572| GRANT EXPENSE, $15000| MENS SHELTER, $796| URBAN PROMISES, $1030| WEBSITE EXPENSE, $937| SHIRT PURCHASES, $487| BANK FEES, $519| OFFICE SUPPLIES, $362| COMPUTER EXPENSE, $1186| FLOWERS AND CARDS, $40| MEMBER SERVICES, $795| ROTARY CATALOG ITEMS, $1795| LEGAL AND ACCOUNTING, $415| COMMUNITY SERVICE PROJECTS, $41560|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Other Liabilities, $51, $0|”

Raw XML Appendix161 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/PersonNm0TODD GREENE
IRS990EZ/BooksInCareOfDetail/PhoneNum06145956290
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 77372
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028271
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010104
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-908
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037218
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036259
IRS990EZ/FundraisingGrossIncomeAmt0103115
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0135395
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022176
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037167
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037167
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES PAGANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY GAINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084679
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION - FOUNDATION THAT RAISES MONEY TO FIGHT POLIO AND OTHER SOCIAL OR MEDICAL AILMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER LOCAL NATIONAL AND INTERNATIONAL SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY & MEMBER FELLOWSHIP ACTIVITIES PRINCIPALLY WEEKLY BREAKFAST MEETINGS ON EDUCATIONAL PUBLIC AND COMMUNITY ISSUES AND SUBJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03273
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143968
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213513
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt051624
IRS990EZ/SpecialEventsNetIncomeLossAmt051491
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt051
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084679
IRS990EZ/TotalProgramServiceExpensesAmt060754
IRS990EZ/TotalRevenueAmt083771
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051624
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BMOF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WREATH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103115
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051491
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051624
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041030
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010594
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| CHARITABLE DONATIONS, $3273| MEALS, $3709| ROTARY INTL DUES, $3099| DISTRICT DUES, $3045| OTHER DONATIONS, $5059| MISC CLUB EXPENSE, $1572| GRANT EXPENSE, $15000| MENS SHELTER, $796| URBAN PROMISES, $1030| WEBSITE EXPENSE, $937| SHIRT PURCHASES, $487| BANK FEES, $519| OFFICE SUPPLIES, $362| COMPUTER EXPENSE, $1186| FLOWERS AND CARDS, $40| MEMBER SERVICES, $795| ROTARY CATALOG ITEMS, $1795| LEGAL AND ACCOUNTING, $415| COMMUNITY SERVICE PROJECTS, $41560|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, BOYAmount:, EOYAmount:| Other Liabilities, $51, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Greene
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Past Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MECKLENBURG COUNTY-SOUTH NORTH CAROLINA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MECK
ReturnHeader/Filer/EIN0911816286
ReturnHeader/Filer/ForeignPhoneNum06146532603
ReturnHeader/Filer/InCareOfNm0% Seth Marlowe
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 77372
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028271
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0281582139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph P Schaefer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03119 Montclair Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lewis Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043035
ReturnHeader/PreparerPersonGrp/PhoneNum06146532603
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Schaefer
ReturnHeader/ReturnTs02025-05-15T14:02:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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