Civic Intelligence

Assistance League of Charlotte Foundation

EIN 92-1558507 • 501(c)3 • Charlotte, NC

NTEE T11

Profile

To support the needs of lift up carolinas, a 501(c)3 nonprofit organization.

PO Box 471112Charlotte, NC 28247

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

Higher debt load relative to assets than 71% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.00x

Higher debt load relative to revenue than 71% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Source year 2025

Net Margin

88th percentile

81%

Higher net margin than 88% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

NTEE T • $5M-$10M nonprofits • Source year 2025

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$7,530,576

Up $556,171 (+8.0%) from 2024

Liabilities

Down

$284

Down $4,116 (-94%) from 2024

Net Assets

Up

$7,530,292

Up $560,287 (+8.0%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin88th percentile

Revenue

Down

$691,597

Down $174,015 (-20%) from 2024

Expenses

Down

$131,310

Down $4,162 (-3.1%) from 2024

Net Income

Down

$560,287

Down $169,853 (-23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $6,247,698Liabilities 2023: $7,833Net Assets 2023: $6,239,8652023Assets 2024: $6,974,405Liabilities 2024: $4,400Net Assets 2024: $6,970,0052024Assets 2025: $7,530,576Liabilities 2025: $284Net Assets 2025: $7,530,2922025

Highlighted filing

2025

Assets$7,530,576
Liabilities$284
Net Assets$7,530,292
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2023: $6,247,698Expenses 2023: $7,833Net Income 2023: $6,239,8652023Revenue 2024: $865,612Expenses 2024: $135,472Net Income 2024: $730,1402024Revenue 2025: $691,597Expenses 2025: $131,310Net Income 2025: $560,2872025

Highlighted filing

2025

Revenue$691,597
Expenses$131,310
Net Income$560,287
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,530,576
Liabilities
$284
Net assets
$7,530,292
Revenue
$691,597
Expenses
$131,310
Net income
$560,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$0.00$7.53$0.69$0.13$0.56
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.87$0.14$0.73
2023Detailed filing. Detailed filing data is available for this year.$6.25$0.01$6.24$6.25$0.01$6.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 11, 2025
Return Version
2024v5.0
Gross Receipts
$691,597
Mission and Program Overview

Mission

To support the needs of lift up carolinas, a 501(c)3 nonprofit organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$6,968,310$7,524,907▲ $556,597
Cash and Non-Interest-Bearing Accounts$6,095$4,011▼ $2,084
Prepaid Expenses and Deferred Charges-$1,658-
Total Assets$6,974,405$7,530,576▲ $556,171
Liabilities
Accounts Payable and Accrued Expenses$4,400$284▼ $4,116
Total Liabilities$4,400$284▼ $4,116
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,970,005$7,530,292▲ $560,287
Total Net Assets Fund Balance$6,970,005$7,530,292▲ $560,287
Total Liabilities and Net Assets / Fund Balance$6,974,405$7,530,576▲ $556,171

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$7,524,907--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Susan RiellyPresident
Grace BednarcikBoard of Director
Karen SittonBoard of Director
Kay FaucetteBoard of Director
Laura RoysterBoard of Director
Mada HendersonBoard of Director
Pat DriesBoard of Director
Susan SmylieBoard of Director
Mary Lou GrgurichTreasurer
Carolyn LundinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$691,597
Other Revenue
$0
Change in Net Assets
$560,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,310
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$125,000--$125,000
Fees for Services Legal-$1,684-$1,684
Insurance-$1,518-$1,518
Information Technology-$1,411-$1,411
Fees for Services Accounting-$1,110-$1,110
Office Expenses-$465-$465
Other Expenses-$122-$122
Total Functional Expenses$125,000$6,310$0$131,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 was provided to the board for review and approval before filing.”

Form 990, Page 6, Part VI, Line 12C

“Members sign acknowledgement of having read the conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 19

“The government documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Assistance League of Charlotte
EIN
92-1558507
Phone
7045255228
Address
PO BOX 471112, CHARLOTTE, NC 28247

Signing Officer

Name
Carolyn Lundin
Title
Vice President
Phone
7045255228
Signed
2025-09-11

Organization Details

Principal Officer
Carolyn Lundin
Formed
2022
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
Julia Cook
Phone
7043756405
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IRS990/USAddress/AddressLine1Txt0PO BOX 471112
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028247
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN LUNDIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045255228
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSISTANCE LEAGUE OF CHARLOTTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSI
ReturnHeader/Filer/EIN0921558507
ReturnHeader/Filer/PhoneNum07045255228
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 471112
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203963763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J RONALD MARTIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 E 3RD ST STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282043234
ReturnHeader/PreparerPersonGrp/PhoneNum07043756405
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA COOK
ReturnHeader/ReturnTs02025-09-15T15:29:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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