Civic Intelligence

Charlotte Area Hotel Association (Caha)

EIN 02-0608357 • 501(c)6 • Charlotte, NC

Profile

To support the business purposes of its members & to represent the wider interest of the hotel industry & its employees in the charlotte (nc) region to a range of external bodies & the community as a whole. To improve the standard of living for our employees & to attract a growing hospitality, travel & tourism business to the area. To provide programs, information & services that meet all of these needs.

1307 W Morehead St Ste 207Charlotte, NC 28208

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

2.9%

Higher net margin than 44% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE S • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-33%

Faster revenue growth than 22% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$38,435

Up $3,411 (+9.7%) from 2019

Liabilities

Up

$1,200

Up $300 (+33%) from 2019

Net Assets

Up

$37,235

Up $3,111 (+9.1%) from 2019

Revenue

Down

$108,742

Down $53,921 (-33%) from 2019

Expenses

Down

$105,631

Down $57,639 (-35%) from 2019

Net Income

Up

$3,111

Up $3,718 (+613%) from 2019

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $34,340Liabilities 2012: $0Net Assets 2012: $34,3402012Assets 2013: $40,859Liabilities 2013: $0Net Assets 2013: $40,8592013Assets 2014: $31,247Liabilities 2014: $0Net Assets 2014: $31,2472014Assets 2015: $27,036Liabilities 2015: $0Net Assets 2015: $27,0362015Assets 2016: $37,766Liabilities 2016: $0Net Assets 2016: $37,7662016Assets 2017: $35,408Liabilities 2017: $0Net Assets 2017: $35,4082017Assets 2018: $35,631Liabilities 2018: $900Net Assets 2018: $34,7312018Assets 2019: $35,024Liabilities 2019: $900Net Assets 2019: $34,1242019Assets 2020: $38,435Liabilities 2020: $1,200Net Assets 2020: $37,2352020

Highlighted filing

2020

Assets$38,435
Liabilities$1,200
Net Assets$37,235

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $214,917Expenses 2012: $214,412Net Income 2012: $5052012Revenue 2013: $245,448Expenses 2013: $262,862Net Income 2013: -$17,4142013Revenue 2014: $260,383Expenses 2014: $269,995Net Income 2014: -$9,6122014Revenue 2015: $260,131Expenses 2015: $264,342Net Income 2015: -$4,2112015Revenue 2016: $241,170Expenses 2016: $230,440Net Income 2016: $10,7302016Revenue 2017: $251,120Expenses 2017: $253,478Net Income 2017: -$2,3582017Revenue 2018: $216,439Expenses 2018: $217,116Net Income 2018: -$6772018Revenue 2019: $162,663Expenses 2019: $163,270Net Income 2019: -$6072019Revenue 2020: $108,742Expenses 2020: $105,631Net Income 2020: $3,1112020

Highlighted filing

2020

Revenue$108,742
Expenses$105,631
Net Income$3,111

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$108,742
Mission and Program Overview

Mission

To support the business purposes of its members & to represent the wider interest of the hotel industry & its employees in the charlotte (nc) region to a range of external bodies & the community as a whole. To improve the standard of living for our employees & to attract a growing hospitality, travel & tourism business to the area. To provide programs, information & services that meet all of these needs.

The mission is to speak for and represent the charlotte regional convention and meetings hotels with a unified voice and to provide a forum and network for the exchange of information and ideas; to be influential in leading the development of the convention, meeting and tourism business in the region; to partner with other organizations in that development; and to assist members in operational issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,124$37,235▲ $3,111
Accounts Receivable$32,341$31,416▼ $925
Cash and Non-Interest-Bearing Accounts$2,683$7,019▲ $4,336
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$35,024$38,435▲ $3,411
Liabilities
Accounts Payable and Accrued Expenses$900$900→ $0
Unsecured Notes Loans Payable$0$300▲ $300
Total Liabilities$900$1,200▲ $300
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,124$37,235▲ $3,111
Total Liabilities and Net Assets / Fund Balance$35,024$38,435▲ $3,411
Compensation and Service Providers

Board Members and Trustees

NameTitle
Don LockhartPast President
Peter GrillsPresident
Vince ChelenaExecutive Director
Eric KohlensteinSecretary
Bill BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,100
Program Service Revenue
$84,742
Investment Income
$0
Other Revenue
$900
Change in Net Assets
$3,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,437
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
Benefits to Members$90,194--$90,194
Fees for Services Management-$10,000-$10,000
Conferences and Meetings$3,500--$3,500
Other Expenses$1,591$216-$216
Insurance-$130-$130
Total Functional Expenses$95,285$10,346$0$105,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$900
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
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
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Yes, caha hires salco consulting llc, an association management company to run the day-to-day management & operations of the organization.

Form 990, Part VI, Section A, Line 6

Yes, the organization has dues-paying members, but not stockholders. Hotel members have voting rights; supplier members do not. Dues for both classes of members are set by the board of directors.

Form 990, Part VI, Section A, Line 7A

Yes, the hotel members directly elect the officers & the board of directors at the annual meeting of the organization each year.

Form 990, Part VI, Section A, Line 7B

Yes, the board is "advisory" & all actions or decisions proposed must be approved by the full membership.

Form 990, Part VI, Section B, Line 11B

Yes, caha hires affinity plus, an association management company, to run the day-to-day management & operations of the organization.

Form 990, Part VI, Section B, Line 11B

Yes, this form 990 is shared with all directors at a face-to-face meeting or by email before filing.

Form 990, Part VI, Section B, Line 12C

We answered "no" to this question but for clarification, none of the persons listed received any compensation in any form. The association management firm is paid & all decisions on that rate of compensation are reviewed by the officers in line with the above noted irs guidelines.

Form 990, Part VI, Section C, Line 19

The organization does make its articles of organization, by-laws, conflict of interest policy and all policies and procedures available to the public upon request. Requests for these documents are fulfilled by providing a printed copy to the requesting party at no cost to them. Financial statements are limited to copies of form 990 and attachments, which are also provided free of charge upon request. The availability of these documents is noted in the official policies and procedures manual of the organization.

Filing and Contact Details

Filer

Filer Name
Charlotte Area Hotel Association (caha)
EIN
02-0608357
Phone
7043333234
Address
1307 W MOREHEAD ST STE 207, CHARLOTTE, NC 28208

Signing Officer

Name
Vince Chelena
Title
Executive Director
Phone
7043333234
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vince Chelena
Formed
2002
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Aprio Llp
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
David D Fraser
Phone
7048411120
Raw XML Appendix317 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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IRS990/AccountsReceivableGrp/EOYAmt031416
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION IS TO SPEAK FOR AND REPRESENT THE CHARLOTTE REGIONAL CONVENTION AND MEETINGS HOTELS WITH A UNIFIED VOICE AND TO PROVIDE A FORUM AND NETWORK FOR THE EXCHANGE OF INFORMATION AND IDEAS; TO BE INFLUENTIAL IN LEADING THE DEVELOPMENT OF THE CONVENTION, MEETING AND TOURISM BUSINESS IN THE REGION; TO PARTNER WITH OTHER ORGANIZATIONS IN THAT DEVELOPMENT; AND TO ASSIST MEMBERS IN OPERATIONAL ISSUES.
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VINCE CHELENA
IRS990/BooksInCareOfDetail/PhoneNum07043333234
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01307 W MOREHEAD ST STE 207
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990/Desc0DISCOUNT BUS PASS PROGRAM: CAHA BUYS BUS PASSES FROM THE CHARLOTTE TRANSIT SYSTEM IN BULK AT A 20% DISCOUNT AND THEN RESELLS THEM TO THE HOTELS WHO THEN RESELL THEM AT THE DISCOUNTED PRICE TO THEIR EMPLOYEES. THESE PASSES ARE GOOD FOR ALL LOCAL PUBLIC TRANSPORTATION. THE INDIVIDUAL HOTELS COULD NOT BUY AT THE DISCOUNTED RATE OF 20% BECAUSE OF QUANITITY RESTRICTIONS, BUT THROUGH CAHA THEY CAN GET THEM AT THE DICOUNTED RATE AND PASS THE SAVINGS ON TO THEIR EMPLOYEES. THIS HELPS THE EMPLOYEES AND THEIR FAMILIES, AND HELPS MOVE PEOPLE ONTO PUBLIC TRANSPORTATION. MORE THAN 1,000 EMPLOYEES BENEFIT FROM THIS PROGRAM EACH MONTH. THERE ARE NO ADD-ON FEES OR OTHER CHARGES AND THE PROGRAM GENERATES NO OPERATING REVENUE TO CAHA. IT IS A COMPLETE "PASS-THROUGH" OF THE 20% DISCOUNT TO THE EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm0DON LOCKHART
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER GRILLS
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC KOHLENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL BENNETT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt0900
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/MissionDesc0TO SUPPORT THE BUSINESS PURPOSES OF ITS MEMBERS & TO REPRESENT THE WIDER INTEREST OF THE HOTEL INDUSTRY & ITS EMPLOYEES IN THE CHARLOTTE (NC) REGION TO A RANGE OF EXTERNAL BODIES & THE COMMUNITY AS A WHOLE. TO IMPROVE THE STANDARD OF LIVING FOR OUR EMPLOYEES & TO ATTRACT A GROWING HOSPITALITY, TRAVEL & TOURISM BUSINESS TO THE AREA. TO PROVIDE PROGRAMS, INFORMATION & SERVICES THAT MEET ALL OF THESE NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0HOUSEKEEPER OLYMPICS
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
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IRS990/ProgSrvcAccomActy2Grp/Desc0MONTHLY MEETINGS: THE ASSOCIATION HOLDS MONTHLY MEETINGS DURING THE YEAR TO DISCUSS LOCAL ISSUES AND LISTEN TO INVITED GUESTS ON MANY DIFFERENT TOPICS AND SUBJECTS. LOCAL BUSINESS AND GOVERNMENT LEADERS ARE INVITED TO ATTEND THESE MEETINGS TO DIALOG WITH THE HOTELIERS ABOUT ISSUES OF MUTUAL CONCERN AND ENABLE THE CITY (AND THE HOTELS) TO CAPITALIZE ON THE OPPORTUNITIES TO BRING NEW BUSINESS TO THE AREA. MEMBER HOTELS HOST THESE MEETINGS, THERE IS NO CHARGE TO ATTEND THESE MEETINGS AND THEY GENERATE NO REVENUE TO THE ASSOCIATION. NETWORKING AND EXCHANGING INSIGHTS AND IDEAS ARE THE IMPORTANT ASPECTS OF THESE MEETINGS, AND SHARING SOLUTIONS TO MUTUAL PROBLEMS, AND CHALLENGES. THESE MEETINGS KEEP THE MEMBERS UP-TO-DATE AND CURRENT WITH WHAT'S GOING ON REGARDING TRAVEL AND TOURISM IN THE REGION.
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE AREA HOTEL ASSOCIATION HAS NO ($0) POLITICAL CAMPAIGN AND/OR LOBBYING EXPENSES. CHARLOTTE AREA HOTEL ASSOCIATION DOES NOT LOBBY AT ANY LEVEL AND IS NOT INVOLVED IN ANY WAY IN POLITICAL CAMPAIGNS OR PUBLIC REFERENDUMS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C PART III-A LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES, CAHA HIRES SALCO CONSULTING LLC, AN ASSOCIATION MANAGEMENT COMPANY TO RUN THE DAY-TO-DAY MANAGEMENT & OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES, THE ORGANIZATION HAS DUES-PAYING MEMBERS, BUT NOT STOCKHOLDERS. HOTEL MEMBERS HAVE VOTING RIGHTS; SUPPLIER MEMBERS DO NOT. DUES FOR BOTH CLASSES OF MEMBERS ARE SET BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, THE HOTEL MEMBERS DIRECTLY ELECT THE OFFICERS & THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE ORGANIZATION EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES, THE BOARD IS "ADVISORY" & ALL ACTIONS OR DECISIONS PROPOSED MUST BE APPROVED BY THE FULL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES, CAHA HIRES AFFINITY PLUS, AN ASSOCIATION MANAGEMENT COMPANY, TO RUN THE DAY-TO-DAY MANAGEMENT & OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YES, THIS FORM 990 IS SHARED WITH ALL DIRECTORS AT A FACE-TO-FACE MEETING OR BY EMAIL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WE ANSWERED "NO" TO THIS QUESTION BUT FOR CLARIFICATION, NONE OF THE PERSONS LISTED RECEIVED ANY COMPENSATION IN ANY FORM. THE ASSOCIATION MANAGEMENT FIRM IS PAID & ALL DECISIONS ON THAT RATE OF COMPENSATION ARE REVIEWED BY THE OFFICERS IN LINE WITH THE ABOVE NOTED IRS GUIDELINES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DOES MAKE ITS ARTICLES OF ORGANIZATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND ALL POLICIES AND PROCEDURES AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS FOR THESE DOCUMENTS ARE FULFILLED BY PROVIDING A PRINTED COPY TO THE REQUESTING PARTY AT NO COST TO THEM. FINANCIAL STATEMENTS ARE LIMITED TO COPIES OF FORM 990 AND ATTACHMENTS, WHICH ARE ALSO PROVIDED FREE OF CHARGE UPON REQUEST. THE AVAILABILITY OF THESE DOCUMENTS IS NOTED IN THE OFFICIAL POLICIES AND PROCEDURES MANUAL OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE AREA HOTEL ASSOCIATION (CAHA)
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ReturnHeader/ReturnTs02020-11-11T13:57:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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