Civic Intelligence

Neurosurgery Executives Resource Value & Education Society Inc

EIN 14-1887172 • 501(c)6 • Charlotte, NC

Profile

To promote and encourage the organization and professional development of administrators and managers of medical practices including neurological surgery practices.

1300 Baxter Street Suite 360Charlotte, NC 28204

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE S41 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$394,875

Up $51,087 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$394,875

Up $51,087 (+15%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Up

$334,976

Up $63,279 (+23%) from 2023

Expenses

Up

$283,889

Up $43,206 (+18%) from 2023

Net Income

Up

$51,087

Up $20,073 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2010: $210,141Liabilities 2010: $0Net Assets 2010: $210,1412010Assets 2011: $254,888Liabilities 2011: $0Net Assets 2011: $254,8882011Assets 2012: $263,181Liabilities 2012: $0Net Assets 2012: $263,1812012Assets 2013: $279,503Liabilities 2013: $0Net Assets 2013: $279,5032013Assets 2014: $271,336Liabilities 2014: $0Net Assets 2014: $271,3362014Assets 2015: $234,227Liabilities 2015: $0Net Assets 2015: $234,2272015Assets 2016: $230,795Liabilities 2016: $0Net Assets 2016: $230,7952016Assets 2017: $247,409Liabilities 2017: $0Net Assets 2017: $247,4092017Assets 2018: $291,921Liabilities 2018: $0Net Assets 2018: $291,9212018Assets 2019: $311,781Liabilities 2019: $0Net Assets 2019: $311,7812019Assets 2020: $334,669Liabilities 2020: $0Net Assets 2020: $334,6692020Assets 2021: $382,795Liabilities 2021: $0Net Assets 2021: $382,7952021Assets 2022: $310,499Liabilities 2022: $0Net Assets 2022: $310,4992022Assets 2023: $343,788Liabilities 2023: $0Net Assets 2023: $343,7882023Assets 2024: $394,875Liabilities 2024: $0Net Assets 2024: $394,8752024

Highlighted filing

2024

Assets$394,875
Liabilities$0
Net Assets$394,875
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KRevenue 2010: $179,619Expenses 2010: $121,109Net Income 2010: $58,5102010Revenue 2011: $164,874Expenses 2011: $120,127Net Income 2011: $44,7472011Revenue 2012: $179,490Expenses 2012: $171,197Net Income 2012: $8,2932012Revenue 2013: $179,732Expenses 2013: $163,410Net Income 2013: $16,3222013Revenue 2014: $197,780Expenses 2014: $205,947Net Income 2014: -$8,1672014Revenue 2015: $182,110Expenses 2015: $219,219Net Income 2015: -$37,1092015Revenue 2016: $210,076Expenses 2016: $213,508Net Income 2016: -$3,4322016Revenue 2017: $237,612Expenses 2017: $220,998Net Income 2017: $16,6142017Revenue 2018: $245,456Expenses 2018: $200,944Net Income 2018: $44,5122018Revenue 2019: $217,829Expenses 2019: $197,969Net Income 2019: $19,8602019Revenue 2020: $122,370Expenses 2020: $99,482Net Income 2020: $22,8882020Revenue 2021: $182,521Expenses 2021: $134,395Net Income 2021: $48,1262021Revenue 2022: $198,762Expenses 2022: $271,058Net Income 2022: -$72,2962022Revenue 2023: $271,697Expenses 2023: $240,683Net Income 2023: $31,0142023Revenue 2024: $334,976Expenses 2024: $283,889Net Income 2024: $51,0872024

Highlighted filing

2024

Revenue$334,976
Expenses$283,889
Net Income$51,087
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$394,875
Liabilities
$0
Net assets
$394,875
Revenue
$334,976
Expenses
$283,889
Net income
$51,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$3.35$2.84$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$2.72$2.41$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.99$2.71$0.72
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.83$1.34$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.22$0.99$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$2.18$1.98$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$2.45$2.01$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.38$2.21$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.10$2.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$1.82$2.19$0.37
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.98$2.06$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.80$1.63$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$1.79$1.71$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$1.65$1.20$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$1.80$1.21$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 20, 2025
Return Version
2024v5.0
Gross Receipts
$334,976
Mission and Program Overview

Mission

To promote and encourage the organization and professional development of administrators and managers of medical practices including neurological surgery practices.

To promote and encourage the organization and professional development of administrators and managers of practices to include neurological surgery practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$343,788$394,875▲ $51,087
Total Assets$343,788$394,875▲ $51,087
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$343,788$394,875▲ $51,087
Total Net Assets Fund Balance$343,788$394,875▲ $51,087
Total Liabilities and Net Assets / Fund Balance$343,788$394,875▲ $51,087
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Jacob RodmanPresident
Antoine CurtisPresident El
Carlos AbyetaAt Large
Carrie BennettAt Large
Jordan FrazzettaAt Large
Lissette LopezAt Large
Sheryl ConticelloMembership C
Lindsay SadlerSecretary
Donna BailerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150,303
Program Service Revenue
$158,211
Investment Income
$8,350
Other Revenue
$18,112
All Other Contributions
$77,000
Change in Net Assets
$51,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,889
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
Fees for Services Management---$70,976
Fees for Services Other---$28,004
Other Expenses---$2,517
Insurance---$2,223
Fees for Services Accounting---$1,445
All Other Expenses---$859
Office Expenses---$306
Travel---$190
Advertising---$19
Total Functional Expenses$0$0$0$283,889
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
In-house lobbying only
No
Subject to proxy tax
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization delegates its day to day management duties to th management, inc., a professional management company.”

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

“A copy of the form 990 is provided to the organization's board of directors via e-mail prior to filing. Board members are asked to review the form 990 and submit any questions to the management company by the stated deadline.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Neurosurgery Executives Resource Va
EIN
14-1887172
Phone
7049407386
Address
1300 BAXTER STREET SUITE 360, CHARLOTTE, NC 28204

Signing Officer

Name
Donna Bailer
Title
Treasurer
Phone
7049407386
Signed
2025-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Rodman
Formed
2009
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
John Crabtree
Phone
7043756405
Raw XML Appendix295 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm1ANTOINE CURTIS
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IRS990/Form990PartVIISectionAGrp/PersonNm3LINDSAY SADLER
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERYL CONTICELLO
IRS990/Form990PartVIISectionAGrp/PersonNm5LISSETTE LOPEZ
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBERSHIP C
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LARGE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS VIA E-MAIL PRIOR TO FILING. BOARD MEMBERS ARE ASKED TO REVIEW THE FORM 990 AND SUBMIT ANY QUESTIONS TO THE MANAGEMENT COMPANY BY THE STATED DEADLINE.
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0394875
IRS990/TotalProgramServiceExpensesAmt0283889
IRS990/TotalProgramServiceRevenueAmt0158211
IRS990/TotalRevenueGrp/ExclusionAmt0166561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018112
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334976
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0343788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0394875
IRS990/TravelGrp/TotalAmt0190
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA BAILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049407386
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEUROSURGERY EXECUTIVES RESOURCE VA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0NEUR
ReturnHeader/Filer/EIN0141887172
ReturnHeader/Filer/PhoneNum07049407386
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 BAXTER STREET SUITE 360
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
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/PreparationDt02025-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN CRABTREE
ReturnHeader/ReturnTs02025-07-11T08:28:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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