Civic Intelligence

Building Owners and Managers Association of Greater Charlotte

990EZ • Fiscal year 2020 • EIN 26-1415564

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

PO Box 34248Charlotte, NC 28234

(704) 517-5756

Siviq Scores

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

Liabilities / Assets

78th percentile

0.18x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.08x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

30%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-25%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$83,757

Up $19,093 (+30%) from 2019

Net Assets

Up

$68,457

Up $21,113 (+45%) from 2019

Liabilities

Down

$15,300

Down $2,020 (-12%) from 2019

Revenue

Down

$193,932

Down $63,416 (-25%) from 2019

Expenses

Down

$171,744

Down $70,033 (-29%) from 2019

Net Income

Up

$22,188

Up $6,617 (+42%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $36,171Liabilities 2018: $3,814Net Assets 2018: $32,3572018Assets 2019: $64,664Liabilities 2019: $17,320Net Assets 2019: $47,3442019Assets 2020: $83,757Liabilities 2020: $15,300Net Assets 2020: $68,4572020Assets 2021: $114,410Liabilities 2021: $31,444Net Assets 2021: $82,9662021Assets 2022: $145,137Liabilities 2022: $54,995Net Assets 2022: $90,1422022Assets 2023: $138,267Liabilities 2023: $28,441Net Assets 2023: $109,8262023Assets 2024: $269,152Liabilities 2024: $146,381Net Assets 2024: $122,7712024

Highlighted filing

2020

Assets$83,757
Liabilities$15,300
Net Assets$68,457

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $218,315Expenses 2018: $228,783Net Income 2018: -$10,4682018Revenue 2019: $257,348Expenses 2019: $241,777Net Income 2019: $15,5712019Revenue 2020: $193,932Expenses 2020: $171,744Net Income 2020: $22,1882020Revenue 2021: $252,264Expenses 2021: $237,755Net Income 2021: $14,5092021Revenue 2022: $256,156Expenses 2022: $248,982Net Income 2022: $7,1742022Revenue 2023: $261,255Expenses 2023: $241,571Net Income 2023: $19,6842023Revenue 2024: $259,731Expenses 2024: $246,786Net Income 2024: $12,9452024

Highlighted filing

2020

Revenue$193,932
Expenses$171,744
Net Income$22,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$193,932
Mission and Program Overview

Mission

To advance a vibrant commercial real estate industry through advocacy, influence and knowledge.

Program Services

DescriptionGrantsExpenses
Monthly luncheons:Monthly luncheons with speakers from different areas of expertise to provide education and advocacy updates.Annual Meeting & Conference:Each fall the Association holds an annual meeting & conference. The annual meeting includes reports, voting on the budget, nominations & elections. Educational opportunities are available to the members through break out sessions.$120,627$4,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexis FletemierPast President-$0--
Peter Tanneberger RPAPresident Elect-$0--
Elizabeth FulkPresident-$0--
Jackie Sherard RPADirector-$0--
Colleen StormDirector-$0--
David CorpeningCity Executive-$0--
Brian Eckle RPA FMADirector-$0--
Wendy MonroeSec/ Treasurer-$0--
Heather HopkinsDirector-$0--
Amy AlbrightDirector-$0--
Crystal SmythDirector-$0--
Filing and Contact Details

Filer

Filer Name
Building Owners and Managers Association
EIN
26-1415564
Phone
7045175756
Address
PO BOX 34248, Charlotte, NC 28234

Signing Officer

Name
Elizabeth Fulk
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other $4930

Payments to Affiliates.1

Name: BOMA International | Address: 1101 15th Street NW Ste. 800 Washington, DC 20005 | Purpose of payment: Dues | Amount: $49013

Other Expenses.1001

Advertising and Promotion $1808

Other Expenses.1012

Insurance $3036

Other Expenses.1

Clay Shoot $17256

Other Expenses.2

Luncheons $12877

Other Expenses.3

Event Costs $12031

Other Expenses.4

Education $6870

Other Expenses.5

Administrative Expenses $6572

Other Expenses.6

Annual Membership Meeting $5675

Other Expenses.7

Miscellaneous $5377

Other Expenses.8

Membership Meetings $3520

Other Expenses.9

Golf Tournament $2200

Other Expenses.10

Committees $2039

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $16 Prepaid Expenses and Deferred Charges - Ending $6168

Other Assets.1

Outstanding Sponsorships - Beginning $2075 Outstanding Sponsorships - Ending $0

Total Liabilities.1

Prepaid Dues - Beginning $17320 Prepaid Dues - Ending $13100

Total Liabilities.2

Prepaid income - Beginning $0 Prepaid income - Ending $2200

Raw XML Appendix184 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: BOMA International | Address: 1101 15th Street NW Ste. 800 Washington, DC 20005 | Purpose of payment: Dues | Amount: $49013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Clay Shoot $17256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Luncheons $12877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Event Costs $12031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Education $6870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administrative Expenses $6572
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $5377
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02021-11-15T09:59:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fulk
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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