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Historic Rosedale Foundation Inc

  • Charlotte, NC
  • Tax-exempt since Aug. 1989
  • EIN: 56-1558489

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$254k (2024)

Expenses
$321k (2024)

Total Assets
$1.89M (2024)

Total Liabilities
$5.53k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,165
Expenses
$320,728
Net Income
-$66,563
Net Assets
$1,889,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,466
69.4%
Program Services $39,683
15.6%
Investment Income $33,513
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,503
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $95,400
29.7%
Assets/Debt
Total Assets $1,894,688
Total Liabilities $5,525
Net Assets $1,889,163
Compensation
Key Employees and Officers Compensation Related Other
Tom Spada (Director) $0 $0 $0
Ben Collins (Director) $0 $0 $0
Shannon Curtis (Director) $0 $0 $0
Pete Heynen (Director) $0 $0 $0
Web Hatley (Director) $0 $0 $0
Hugh Dussek (Director) $0 $0 $0
Fred Wagner (Director) $0 $0 $0
Tracy Moore (Director) $0 $0 $0
Will Potts (Treasurer) $0 $0 $0
Agnes B Weisiger (Director) $0 $0 $0
Tina Wright (Director) $0 $0 $0
Jane Estep (Director) $0 $0 $0
Barbara Jackson (Director) $0 $0 $0
Tom Watson (Director) $0 $0 $0
Margaret Glover Schrimsher (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Beth Harris (Director) $0 $0 $0
Susan V Mayer (Secretary) $0 $0 $0
Elizabeth M Myers (V President) $0 $0 $0
Janet Levy (President) $0 $0 $0
Anne Moore (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 30, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$249,390
Expenses
$274,046
Net Income
-$24,656
Net Assets
$1,841,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $156,886
62.9%
Program Services $65,266
26.2%
Investment Income $18,042
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,587
3.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $609
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $85,967
31.4%
Assets/Debt
Total Assets $1,844,664
Total Liabilities $2,675
Net Assets $1,841,989
Compensation
Key Employees and Officers Compensation Related Other
Tom Spada (Co President) $0 $0 $0
Ben Collins (Director) $0 $0 $0
Shannon Curtis (Director) $0 $0 $0
Pete Heynen (Director) $0 $0 $0
Web Hatley (Director) $0 $0 $0
Hugh Dussek (Director) $0 $0 $0
Fred Wagner (Director) $0 $0 $0
Tracy Moore (Director) $0 $0 $0
Will Potts (Treasurer) $0 $0 $0
Agnes B Weisiger (Director) $0 $0 $0
Tina Wright (Director) $0 $0 $0
Jane Estep (Director) $0 $0 $0
Barbara Jackson (Director) $0 $0 $0
Tom Watson (Director) $0 $0 $0
Margaret Glover Schrimsher (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Beth Harris (Director) $0 $0 $0
Susan V Mayer (Secretary) $0 $0 $0
Elizabeth M Myers (V President) $0 $0 $0
Janet Levy (Co President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,581
Expenses
$256,032
Net Income
$59,549
Net Assets
$1,772,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,850
84.6%
Program Services $48,691
15.4%
Investment Income $40
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $71,743
28.0%
Assets/Debt
Total Assets $1,820,637
Total Liabilities $48,490
Net Assets $1,772,147
Compensation
Key Employees and Officers Compensation Related Other
Tom Spada (Co President) $0 $0 $0
Janet Levy Phd (Co President) $0 $0 $0
Ben Collins (Director) $0 $0 $0
Shannon Curtis (Director) $0 $0 $0
Pete Heynen (Director) $0 $0 $0
Web Hatley (Secretary) $0 $0 $0
Hugh Dussek (Director) $0 $0 $0
Fred Wagner (Director) $0 $0 $0
Tracy Moore (Director) $0 $0 $0
Will Potts (Treasurer) $0 $0 $0
Agnes B Weisiger (Director) $0 $0 $0
Tina Wright (Director) $0 $0 $0
Janet Estep (Director) $0 $0 $0
Barbara Jackson (Director) $0 $0 $0
Tom Watson (Director) $0 $0 $0
Margaret Glover Schrimsher (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Beth Harris (Director) $0 $0 $0
Susan V Mayer (Director) $0 $0 $0
Tracy Moore (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$440,100
Expenses
$239,667
Net Income
$200,433
Net Assets
$1,908,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $320,901
72.9%
Program Services $64,723
14.7%
Investment Income $54,476
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $105,306
43.9%
Assets/Debt
Total Assets $1,956,756
Total Liabilities $48,490
Net Assets $1,908,266
Compensation
Key Employees and Officers Compensation Related Other
Tom Spada (President) $0 $0 $0
Richard A Zuber Phd (Treasurer) $0 $0 $0
Ben Collins (Director) $0 $0 $0
Pete Heynen (Director) $0 $0 $0
Web Hatley (Secretary) $0 $0 $0
Janet Levy Ph D (Director) $0 $0 $0
Fred Wagner (Director) $0 $0 $0
Tracy Moore (V. President) $0 $0 $0
Will Potts (A. Treasurer) $0 $0 $0
Agnes B Weisiger (Director) $0 $0 $0
Tina Wright (Director) $0 $0 $0
Don Abernathy (Director) $0 $0 $0
Barbara Jackson (Director) $0 $0 $0
Tom Watson (Director) $0 $0 $0
Margaret Glover Schrimsher (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 20, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$431,421
Expenses
$270,574
Net Income
$160,847
Net Assets
$1,723,368
Notable Sources of Revenue Percent of Total Revenue
Contributions $369,013
85.5%
Program Services $53,177
12.3%
Investment Income $9,231
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $122,459
45.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,758,099
Total Liabilities $34,731
Net Assets $1,723,368

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$450,436
Expenses
$356,741
Net Income
$93,695
Net Assets
$1,556,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $366,482
81.4%
Program Services $69,031
15.3%
Investment Income $13,837
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,086
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $135,442
38.0%
Assets/Debt
Total Assets $1,560,570
Total Liabilities $3,657
Net Assets $1,556,913

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$225,137
Expenses
$366,791
Net Income
-$141,654
Net Assets
$1,443,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,393
73.0%
Program Services $44,557
19.8%
Investment Income $12,477
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,710
1.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $128,813
35.1%
Assets/Debt
Total Assets $1,446,621
Total Liabilities $3,205
Net Assets $1,443,416

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$409,006
Expenses
$306,772
Net Income
$102,234
Net Assets
$1,575,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $341,795
83.6%
Program Services $35,274
8.6%
Investment Income $15,461
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,924
3.9%
Net Fundraising $552
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,456
17.8%
Professional Fundraising Fees $0
Other Salaries and Wages $78,782
25.7%
Assets/Debt
Total Assets $1,580,685
Total Liabilities $4,945
Net Assets $1,575,740

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$370,875
Expenses
$308,135
Net Income
$62,740
Net Assets
$1,656,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $291,544
78.6%
Program Services $30,769
8.3%
Investment Income $2,802
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,889
3.2%
Net Fundraising $33,871
9.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
13.0%
Professional Fundraising Fees $0
Other Salaries and Wages $103,920
33.7%
Assets/Debt
Total Assets $1,665,946
Total Liabilities $9,928
Net Assets $1,656,018

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,582
Expenses
$309,428
Net Income
-$51,846
Net Assets
$1,593,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $197,606
76.7%
Program Services $8,389
3.3%
Investment Income $1,032
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,490
4.5%
Net Fundraising $39,065
15.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,500
14.1%
Professional Fundraising Fees $0
Other Salaries and Wages $95,608
30.9%
Assets/Debt
Total Assets $1,601,450
Total Liabilities $8,172
Net Assets $1,593,278

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$288,032
Expenses
$241,378
Net Income
$46,654
Net Assets
$1,645,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $244,050
84.7%
Program Services $9,696
3.4%
Investment Income $3,963
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,952
2.8%
Net Fundraising $22,371
7.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,500
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $55,979
23.2%
Assets/Debt
Total Assets $1,647,907
Total Liabilities $2,783
Net Assets $1,645,124

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$718,527
Expenses
$286,052
Net Income
$432,475
Net Assets
$1,585,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $669,884
93.2%
Program Services $25,375
3.5%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,762
1.4%
Net Fundraising $13,494
1.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $42,000
14.7%
Professional Fundraising Fees $0
Other Salaries and Wages $44,879
15.7%
Assets/Debt
Total Assets $1,600,875
Total Liabilities $15,259
Net Assets $1,585,616

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$219,247
Expenses
$199,504
Net Income
$19,743
Net Assets
$1,190,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,801
85.2%
Program Services $17,779
8.1%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,637
6.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $32,330
16.2%
Assets/Debt
Total Assets $1,205,339
Total Liabilities $14,767
Net Assets $1,190,572

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$440,109
Expenses
$164,026
Net Income
$276,083
Net Assets
$1,170,829
Notable Sources of Revenue Percent of Total Revenue
Contributions $408,879
92.9%
Program Services $7,900
1.8%
Investment Income $540
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,790
5.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $38,400
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $23,340
14.2%
Assets/Debt
Total Assets $1,181,573
Total Liabilities $10,744
Net Assets $1,170,829

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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