Civic Intelligence

Charlotte Region Chapter of Sim

EIN 27-1745235 • 501(c)6 • Charlotte, NC

Profile

The Chapter strives to strengthen professional communications among members who direct the application of information technology in private and pubic organizations (through meetings and education, networking, and philanthropy).

1936 Mecklenburg AveCharlotte, NC 28205
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

16th percentile

-26%

Higher net margin than 16% 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

10th percentile

-47%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$33,477

Down $29,213 (-47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$33,477

Down $29,213 (-47%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin16th percentile

Revenue

Down

$112,870

Down $37,023 (-25%) from 2023

Expenses

Up

$142,083

Up $13,055 (+10%) from 2023

Net Income

Down

-$29,213

Down $50,078 (-240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$80K$60K$40K$20K$0Assets 2021: $55,407Liabilities 2021: $0Net Assets 2021: $55,4072021Assets 2022: $41,825Liabilities 2022: $0Net Assets 2022: $41,8252022Assets 2023: $62,690Liabilities 2023: $0Net Assets 2023: $62,6902023Assets 2024: $33,477Liabilities 2024: $0Net Assets 2024: $33,4772024

Highlighted filing

2024

Assets$33,477
Liabilities$0
Net Assets$33,477
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $131,678Expenses 2021: $112,414Net Income 2021: $19,2642021Revenue 2022: $103,876Expenses 2022: $117,458Net Income 2022: -$13,5822022Revenue 2023: $149,893Expenses 2023: $129,028Net Income 2023: $20,8652023Revenue 2024: $112,870Expenses 2024: $142,083Net Income 2024: -$29,2132024

Highlighted filing

2024

Revenue$112,870
Expenses$142,083
Net Income-$29,213
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$33,477
Liabilities
$0
Net assets
$33,477
Revenue
$112,870
Expenses
$142,083
Net income
-$29,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$1.13$1.42$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.50$1.29$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$1.04$1.17$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$1.32$1.12$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Gross Receipts
$162,702
Mission and Program Overview

Mission

Support Members Professional Growth

The Chapter strives to strengthen professional communications among members who direct the application of information technology in private and pubic organizations (through meetings and education, networking, and philanthropy).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,690$33,477▼ $29,213
Rtn Earn Endowment Incm Other Fnds$62,690$33,477▼ $29,213
Total Assets$62,690$33,477▼ $29,213
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,690$33,477▼ $29,213
Total Liabilities and Net Assets / Fund Balance$62,690$33,477▼ $29,213
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Adli IssaMembership Co-chair
Katya GorlatovaMembership Co-chair
Drew WattsPrograms Co-chair
Wes WetmorePrograms Co-chair
Amy PhillipsPresident
Chris LongTreasurer Past President
Melissa SawyerVice Presient President Elect
Eddie BruceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,167
Program Service Revenue
$16,100
Investment Income
$0
Other Revenue
$86,603
Change in Net Assets
$-29,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,500
Other Expenses$24,583
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,500--$117,500
Information Technology-$6,759-$6,759
Fees for Services Other-$4,525-$4,525
Other Expenses$9,924$3,375-$3,375
Total Functional Expenses$127,424$14,659$0$142,083
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Unc CharlotteCharlotte, NC501c3General Support$22,500
Innovate Tech CharlotteCharlotte, NC501c3-$11,500
Dottie Rose FoundationCharlotte, NC501c3General Support$10,500
Queen City Robotics AllianceCharlotte, NC501c3General Support$8,500
Ymca of Greater CharlotteCharlotte, NC501c3General Support$8,000
DigibridgeCharlotte, NC501c3General Support$6,500
Intech FoundationsCharlotte, NC501c3General Support$6,000
Phillip O Berry Cms SchoolsCharlotte, NCCounty GovtGeneral Support$6,000
Goodwill Industries So PiedmontCharlotte, NC501c3General Support$5,500
Project ScientistCharlotte, NC501c3General Support$4,500
App YouniversityCharlotte, NC501c3General Support$3,750
E2dDavidson, NC501c3General Support$3,750
Gaston Innovation GroupBelmont, NC501c3General Support$3,500
Winthrop UniveristyRock Hill, SC501c3General Support$3,500
Young Engineers Charlotte LatinCharlotte, NC501c3General Support$3,500
ApparroCharlotte, NC501c3General Support$2,500
You Can TechCharlotte, NC501c3General Support$2,500
Johnson C Smith University StemCharlotte, NC501c3General Support$2,000
Discovery PlaceCharlotte, NC501c3General Support$1,500
Girls in StemLittleton, CO501c3-$1,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$136,435
Fundraising Direct Expenses$49,832
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$136,435$136,435$4,630$131,805
Total Events$136,435$136,435$49,832$86,603
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 was first made available to management for review and comments. Final and completed form 990 was made avaialble to board for review. Upon approval, final and completed form 990 was filed with the irs.”

Governing documents etc available to public Part VI line 19

“Governing documents are made available upon request to keeper of books and records, as designated in part vi, section c, line 20 of form 990.”

Filing and Contact Details

Filer

Filer Name
Charlotte Region Chapter of Sim
EIN
27-1745235
In Care Of
% CHRIS LONG
Address
1936 MECKLENBURG AVE, Charlotte, NC 28205

Signing Officer

Name
Chris Long
Title
Treasurer Past President
Phone
7045179377
Signed
2025-06-02
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Tyler Niblack CPA
Address
8917 Lake Pines Drive, Cornelius, NC 28031
Preparer
Edwin T Niblack
Phone
9193566843
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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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IRS990ScheduleI/RecipientTable/IRCSectionDesc19501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNC CHARLOTTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DOTTIE ROSE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOODWILL INDUSTRIES SO PIEDMONT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3QUEEN CITY ROBOTICS ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PROJECT SCIENTIST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DIGIBRIDGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6INTECH FOUNDATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7GASTON INNOVATION GROUP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8E2D
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9APP YOUNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10PHILLIP O BERRY CMS SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11YOUNG ENGINEERS CHARLOTTE LATIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12YMCA OF GREATER CHARLOTTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13DISCOVERY PLACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14WINTHROP UNIVERISTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15YOU CAN TECH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16APPARRO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17JOHNSON C SMITH UNIVERSITY STEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18INNOVATE TECH CHARLOTTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19GIRLS IN STEM
IRS990ScheduleI/RecipientTable/RecipientEIN0566059417
IRS990ScheduleI/RecipientTable/RecipientEIN1823830161
IRS990ScheduleI/RecipientTable/RecipientEIN2560844639
IRS990ScheduleI/RecipientTable/RecipientEIN3461843966
IRS990ScheduleI/RecipientTable/RecipientEIN4461763945
IRS990ScheduleI/RecipientTable/RecipientEIN5464859045
IRS990ScheduleI/RecipientTable/RecipientEIN6813166863
IRS990ScheduleI/RecipientTable/RecipientEIN7813076695
IRS990ScheduleI/RecipientTable/RecipientEIN8465008759
IRS990ScheduleI/RecipientTable/RecipientEIN9831951907
IRS990ScheduleI/RecipientTable/RecipientEIN10566001074
IRS990ScheduleI/RecipientTable/RecipientEIN11560944449
IRS990ScheduleI/RecipientTable/RecipientEIN12561045299
IRS990ScheduleI/RecipientTable/RecipientEIN13560529944
IRS990ScheduleI/RecipientTable/RecipientEIN14576001204
IRS990ScheduleI/RecipientTable/RecipientEIN15874166368
IRS990ScheduleI/RecipientTable/RecipientEIN16571140089
IRS990ScheduleI/RecipientTable/RecipientEIN17250983069
IRS990ScheduleI/RecipientTable/RecipientEIN18845095472
IRS990ScheduleI/RecipientTable/RecipientEIN19812771300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09201 UNIVERSITY CITY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15220 BUCKINGHAM DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25301 WILKINSON BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32102 CAMBRIDGE BELTWAY DR B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41724 EAST BLVD NO 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51026 JAY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt65009 BEATTIES FORD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt752A ERVIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 1299
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt911019 AMHERST GLEN DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101430 ALLEGHANY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt119502 PROVIDENCE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12400 EAST MOREHEAD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13301 NORTH TRYON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14701 OAKLAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt159106 STONEY CORNER LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16401 HAWTHORNE LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17100 BEATTIES FORD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt181213 W MOREHEAD ST 5TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt199249 S BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Belmont
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Davidson
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm12Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm13Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm14Rock Hill
IRS990ScheduleI/RecipientTable/USAddress/CityNm15Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm16Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm17Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm18Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm19Littleton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd15NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd16NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd17NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd18NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd19CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028223
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd328273
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd428203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd528208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd628216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd728012
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd828036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd928213
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1028208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1128277
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1228202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1328202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1429733
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1528210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1628204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1728216

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