Civic Intelligence

Entrepreneurs Organization Inc D/B/A Eo Charlotte

990 • Fiscal year 2021 • EIN 20-2777052

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

0.27x

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.35x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

32%

Higher net margin than 72% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$47,900

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

5.2%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$426,408

Up $185,350 (+77%) from 2020

Net Assets

Up

$310,712

Up $91,783 (+42%) from 2020

Liabilities

Up

$115,696

Up $93,567 (+423%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin72nd percentile

Revenue

Up

$330,072

Up $16,365 (+5.2%) from 2020

Expenses

Down

$224,298

Down $43,548 (-16%) from 2020

Net Income

Up

$105,774

Up $59,913 (+131%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$426,408
Liabilities$115,696
Net Assets$310,712
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$330,072
Expenses$224,298
Net Income$105,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$330,072
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$213,558$404,207▲ $190,649
Prepaid Expenses and Deferred Charges-$12,171-
Accounts Receivable$27,500$10,030▼ $17,470
Cash and Non-Interest-Bearing Accounts-$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-
Total Assets$241,058$426,408▲ $185,350
Other Assets Total-$0-
Liabilities
Deferred Revenue$10,000$96,311▲ $86,311
Other Liabilities$9,977$12,377▲ $2,400
Accounts Payable and Accrued Expenses$2,152$7,008▲ $4,856
Total Liabilities$22,129$115,696▲ $93,567
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$218,929$310,712▲ $91,783
Total Net Assets Fund Balance$218,929$310,712▲ $91,783
Total Liabilities and Net Assets / Fund Balance$241,058$426,408▲ $185,350
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beverly MartinExecutive DirectorFT$47,900$47,900

Board Members and Trustees

NameTitle
David KostmayerFinance Chair
Reinhard Von HennigsPresident
Andy JonesPresident Elect
Brian KiteDirector
Bryan DelaneyDirector
Charles KnoxDirector
Chris MehalicDirector
Craig DunnDirector
Dain DulaneyDirector
Dana MarxerDirector
Dave GoodwinDirector
Phil HendersonDirector
Sahaj PatelDirector
Susan RollsDirector
Taylor HaydenDirector
Tim BaierDirector
Tripp GuinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$84,574
Program Service Revenue
$232,531
Investment Income
$0
Other Revenue
$12,967
All Other Contributions
$84,574
Change in Net Assets
$105,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,726
Salaries, Compensation, and Employee Benefits$51,572
Total Fundraising Expense$2,579
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,715$4,790$2,395$47,900
Conferences and Meetings$41,135--$41,135
All Other Expenses$8,131$14,241-$22,372
Other Expenses$20,858$24,722-$20,858
Fees for Services Other-$7,550-$7,550
Payroll Taxes$3,121$367$184$3,672
Office Expenses-$2,935-$2,935
Insurance-$1,817-$1,817
Total Functional Expenses$165,297$56,422$2,579$224,298
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$9,977
EOA Scholarship Fund$1,700
EO Charlotte Together Fund$700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
David Kostmayer
Title
Finance Chair
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
18

Preparer

Firm
C DeWitt Foard & Co PA
Address
817 E Morehead St Ste 100, Charlotte, NC 28202
Preparer
Terry W Lancaster
Phone
7043721515
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,408
Liabilities
$115,696
Net assets
$310,712
Revenue
$330,072
Expenses
$224,298
Net income
$105,774
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