Civic Intelligence

Entrepreneurs Organization Inc D/B/A Eo Charlotte

990 • Fiscal year 2017 • EIN 20-2777052

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilewww.eocharlotte.org
PO Box 470183Charlotte, NC 28247

(704) 582-9367

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.17x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.08x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

5.1%

Higher net margin than 52% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$41,432

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-3.5%

Faster asset growth than 36% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$142,817

Down $5,179 (-3.5%) from 2016

Net Assets

Up

$119,163

Up $15,007 (+14%) from 2016

Liabilities

Down

$23,654

Down $20,186 (-46%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin52nd percentile

Revenue

Up

$294,749

Up $38,456 (+15%) from 2016

Expenses

Up

$279,742

Up $57,909 (+26%) from 2016

Net Income

Down

$15,007

Down $19,453 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $111,982Net Assets 2011: $111,9822011Assets 2012: $49,097Liabilities 2012: $8,763Net Assets 2012: $40,3342012Assets 2013: $67,210Liabilities 2013: $3,511Net Assets 2013: $63,6992013Assets 2014: $50,710Liabilities 2014: $13,142Net Assets 2014: $37,5682014Assets 2015: $73,230Liabilities 2015: $3,534Net Assets 2015: $69,6962015Assets 2016: $147,996Liabilities 2016: $43,840Net Assets 2016: $104,1562016Assets 2017: $142,817Liabilities 2017: $23,654Net Assets 2017: $119,1632017Assets 2018: $117,541Liabilities 2018: $1,009Net Assets 2018: $116,5322018Assets 2019: $187,397Liabilities 2019: $14,329Net Assets 2019: $173,0682019Assets 2020: $241,058Liabilities 2020: $22,129Net Assets 2020: $218,9292020Assets 2021: $426,408Liabilities 2021: $115,696Net Assets 2021: $310,7122021Assets 2022: $345,328Liabilities 2022: $69,421Net Assets 2022: $275,9072022Assets 2024: $679,719Liabilities 2024: $547,368Net Assets 2024: $132,3512024Assets 2025: $821,106Liabilities 2025: $761,085Net Assets 2025: $60,0212025

Highlighted filing

2017

Assets$142,817
Liabilities$23,654
Net Assets$119,163
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $134,888Expenses 2011: $111,493Net Income 2011: $23,3952011Revenue 2012: $100,382Expenses 2012: $172,030Net Income 2012: -$71,6482012Revenue 2013: $153,688Expenses 2013: $130,323Net Income 2013: $23,3652013Revenue 2014: $141,472Expenses 2014: $167,603Net Income 2014: -$26,1312014Revenue 2015: $195,865Expenses 2015: $163,737Net Income 2015: $32,1282015Revenue 2016: $256,293Expenses 2016: $221,833Net Income 2016: $34,4602016Revenue 2017: $294,749Expenses 2017: $279,742Net Income 2017: $15,0072017Revenue 2018: $328,184Expenses 2018: $330,815Net Income 2018: -$2,6312018Revenue 2019: $339,269Expenses 2019: $282,733Net Income 2019: $56,5362019Revenue 2020: $313,707Expenses 2020: $267,846Net Income 2020: $45,8612020Revenue 2021: $330,072Expenses 2021: $224,298Net Income 2021: $105,7742021Revenue 2022: $405,916Expenses 2022: $437,564Net Income 2022: -$31,6482022Revenue 2024: $709,565Expenses 2024: $697,962Net Income 2024: $11,6032024Revenue 2025: $586,017Expenses 2025: $650,207Net Income 2025: -$64,1902025

Highlighted filing

2017

Revenue$294,749
Expenses$279,742
Net Income$15,007
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$294,749
Mission and Program Overview

Mission

To engage leading charlotte entrepreneurs to learn and grow through dynamic peer-to-peer learning, once-in-a-lifetime experiences and connections to experts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$147,996$142,817▼ $5,179
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$147,996$142,817▼ $5,179
Other Assets Total-$0-
Liabilities
Deferred Revenue$37,000$23,680▼ $13,320
Other Liabilities$1,928--
Accounts Payable and Accrued Expenses$4,912$-26▼ $4,938
Total Liabilities$43,840$23,654▼ $20,186
Net Assets / Fund Balance
Unrestricted Net Assets$104,156$119,163▲ $15,007
Total Net Assets Fund Balance$104,156$119,163▲ $15,007
Total Liabilities and Net Assets / Fund Balance$147,996$142,817▼ $5,179
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beverly MartinExecutive DirectorFT$41,432$41,432

Board Members and Trustees

NameTitle
Stacy McHorsePresident
Clay RealePresident Elect
Ashley TisonDirector
Bryan DelaneyDirector
David PrestonDirector
Geoff RicksDirector
Holley EastDirector
Jason JacobsDirector
Jay OfferdahlDirector
Jeremy WanamakerDirector
Jim HeintzDirector
Jordan ForsytheDirector
Patrick StewartDirector
Ross PetrasDirector
Sam MorganDirector
Shawn WilfongDirector
Tom BojarskiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$92,314
Program Service Revenue
$178,045
Investment Income
$4
Other Revenue
$24,386
All Other Contributions
$92,314
Change in Net Assets
$15,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,591
Salaries, Compensation, and Employee Benefits$49,151
Total Fundraising Expense$2,458
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$120,758--$120,758
Current Officers, Directors, Trustees, and Key Employees$38,675$4,550$2,275$45,500
Payment Travel Entrtnmnt Publicly Ofcl$25,452--$25,452
All Other Expenses$12,848$6,942-$19,790
Payments to Affiliates$8,700--$8,700
Other Expenses$6,603--$6,603
Fees for Services Other-$3,690-$3,690
Payroll Taxes$3,103$365$183$3,651
Insurance-$956-$956
Fees for Services Accounting-$850-$850
Information Technology$496--$496
Advertising$221--$221
Total Functional Expenses$259,931$17,353$2,458$279,742
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Naomi RealeSpouse of board mem.Event servicesNo$59,417

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Our members must meet these requirements:You must be the founder, co-founder, owner or controlling shareholder of a company.You must hold one of the above titles for a company that grosses more than US$1 million annually.For venture-backed companies to qualify for membership they must have privately raised funds of US$2M or publically raised funds of US$5M, and 10 full-time employees. Venture backed companies have three years before they must meet the standard qualification of US$1M in gross annual revenue.All prospective members including previous members wishing to rejoin EO, must attend an interview with the Board and be approved by the Board”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 Form is reviewed by the Finance Chair and Executive Director”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
EO Charlotte Inc
EIN
20-2777052
Phone
7045829367
Address
PO Box 470183, Charlotte, NC 28247

Signing Officer

Name
Beverly Martin
Title
Executive Director
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy McHorse
Formed
1998
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
17

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
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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/PersonNm13Sam Morgan
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IRS990/Form990PartVIISectionAGrp/PersonNm15Bryan Delaney
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Dir.
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0To engage leading Charlotte entrepreneurs to learn and grow through dynamic peer-to-peer learning, once-in-a-lifetime experiences and connections to experts.
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2Referrals
IRS990/OtherExpensesGrp/Desc3Meals & entertainment
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IRS990/OtherExpensesGrp/ProgramServicesAmt116927
IRS990/OtherExpensesGrp/ProgramServicesAmt28525
IRS990/OtherExpensesGrp/ProgramServicesAmt36603
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IRS990/OtherExpensesGrp/TotalAmt116927
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt08700
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0183
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0365
IRS990/PayrollTaxesGrp/ProgramServicesAmt03103
IRS990/PayrollTaxesGrp/TotalAmt03651
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Stacy McHorse
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IRS990/PYExcessBenefitTransInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0146523
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,817
Liabilities
$23,654
Net assets
$119,163
Revenue
$294,749
Expenses
$279,742
Net income
$15,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.21$7.61$0.60$5.86$6.50$0.64
2024Detailed filing. Detailed filing data is available for this year.$6.80$5.47$1.32$7.10$6.98$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.69$2.76$4.06$4.38$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.26$1.16$3.11$3.30$2.24$1.06
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.22$2.19$3.14$2.68$0.46
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.14$1.73$3.39$2.83$0.57
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$3.28$3.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.24$1.19$2.95$2.80$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.44$1.04$2.56$2.22$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.70$1.96$1.64$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.13$0.38$1.41$1.68$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.04$0.64$1.54$1.30$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.09$0.40$1.00$1.72$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$1.35$1.11$0.23