Civic Intelligence

Greater Charlotte Auto Dealers Associati

990 • Fiscal year 2013 • EIN 56-0904527

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 03, 2014

429-b South Sharon Amity Road28211

(704) 364-1078

Siviq Scores

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

Liabilities / Assets

27th percentile

0.05x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.11x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

16%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$157,624

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,122,837

Up $248,080 (+8.6%) from 2012

Net Assets

Up

$2,959,676

Up $219,165 (+8.0%) from 2012

Liabilities

Up

$163,161

Up $28,915 (+22%) from 2012

Revenue

$1,516,928

No earlier filing loaded for comparison.

Expenses

Up

$1,277,402

Up $118,185 (+10%) from 2012

Net Income

$239,526

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,612,568Liabilities 2010: $101,936Net Assets 2010: $2,510,6322010Assets 2011: $2,730,845Liabilities 2011: $136,102Net Assets 2011: $2,594,7432011Assets 2012: $2,874,757Liabilities 2012: $134,246Net Assets 2012: $2,740,5112012Assets 2013: $3,122,837Liabilities 2013: $163,161Net Assets 2013: $2,959,6762013Assets 2014: $3,267,067Liabilities 2014: $76,500Net Assets 2014: $3,190,5672014Assets 2015: $3,472,237Liabilities 2015: $86,114Net Assets 2015: $3,386,1232015Assets 2016: $3,710,517Liabilities 2016: $78,036Net Assets 2016: $3,632,4812016Assets 2017: $4,018,901Liabilities 2017: $72,147Net Assets 2017: $3,946,7542017Assets 2018: $3,735,817Liabilities 2018: $0Net Assets 2018: $3,735,8172018Assets 2019: $4,307,397Liabilities 2019: $29,182Net Assets 2019: $4,278,2152019Assets 2020: $4,023,937Liabilities 2020: $22,436Net Assets 2020: $4,001,5012020Assets 2021: $4,132,424Liabilities 2021: $83,074Net Assets 2021: $4,049,3502021Assets 2022: $3,312,562Liabilities 2022: $71,291Net Assets 2022: $3,241,2712022Assets 2023: $3,261,458Liabilities 2023: $101,826Net Assets 2023: $3,159,6322023Assets 2024: $3,094,554Liabilities 2024: $50,540Net Assets 2024: $3,044,0142024

Highlighted filing

2013

Assets$3,122,837
Liabilities$163,161
Net Assets$2,959,676

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,180,7552010Expenses 2011: $1,131,3422011Expenses 2012: $1,159,2172012Revenue 2013: $1,516,928Expenses 2013: $1,277,402Net Income 2013: $239,5262013Revenue 2014: $1,378,888Expenses 2014: $1,107,625Net Income 2014: $271,2632014Revenue 2015: $1,463,966Expenses 2015: $1,164,397Net Income 2015: $299,5692015Revenue 2016: $1,387,709Expenses 2016: $1,211,910Net Income 2016: $175,7992016Revenue 2017: $1,458,735Expenses 2017: $1,333,604Net Income 2017: $125,1312017Revenue 2018: $1,357,990Expenses 2018: $1,259,300Net Income 2018: $98,6902018Revenue 2019: $1,434,092Expenses 2019: $1,275,713Net Income 2019: $158,3792019Revenue 2020: $224,835Expenses 2020: $681,750Net Income 2020: -$456,9152020Revenue 2021: $1,508,003Expenses 2021: $1,374,097Net Income 2021: $133,9062021Revenue 2022: $1,048,630Expenses 2022: $1,269,988Net Income 2022: -$221,3582022Revenue 2023: $1,288,897Expenses 2023: $1,604,401Net Income 2023: -$315,5042023Revenue 2024: $1,400,577Expenses 2024: $1,582,169Net Income 2024: -$181,5922024

Highlighted filing

2013

Revenue$1,516,928
Expenses$1,277,402
Net Income$239,526
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$1,516,928
Mission and Program Overview

Mission

PROMOTE AUTO INDUSTRY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,736,911$2,956,076▲ $219,165
Investments Other Securities$2,377,089$2,633,610▲ $256,521
Savings and Temporary Cash Investments$394,615$392,608▼ $2,007
Land, Buildings, and Equipment, Net$31,727$47,687▲ $15,960
Accounts Receivable$45,219$41,301▼ $3,918
Prepaid Expenses and Deferred Charges$26,107$7,631▼ $18,476
Pd in Cap Srpls Land Bldg Eqp Fund$3,400$3,400→ $0
Cap Stk Tr Prin Current Funds$200$200→ $0
Total Assets$2,874,757$3,122,837▲ $248,080
Liabilities
Accounts Payable and Accrued Expenses$134,246$163,161▲ $28,915
Total Liabilities$134,246$163,161▲ $28,915
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,740,511$2,959,676▲ $219,165
Total Liabilities and Net Assets / Fund Balance$2,874,757$3,122,837▲ $248,080

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,058$100,572$123,630
Other Land Buildings$22,741$33,199$55,940
Equipment$1,888$15,443$17,331
Other Securities$2,633,610--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loretta AllmanExecutive DirectorFT$99,996$57,628$157,624
Richard LewisAuto Show ProducerFT$136,706-$136,706

Board Members and Trustees

NameTitle
Tom BlockerAuto Show Chair
Steve MoorePresident
Jim KefferVice-president
Bill MusgraveDirector
Claude BurnsDirector
Cyndie MynattDirector
Dick KefferDirector
Macon GriffinDirector
Natalie TindolDirector
Randy MarionDirector
Scotty ScottDirector
Ward WilliamsDirector
Wendell HairfieldDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,211,735
Investment Income
$305,193
Other Revenue
$0
Change in Net Assets
$239,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,491,432
Revenue Not Reported on Financial Statements
$25,496
Revenue Not Reported on Form 990
$-20,361
Total Revenue per Audited Statements
$1,471,071
Total Revenue per Form 990
$1,516,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$846,151
Salaries, Compensation, and Employee Benefits$431,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$294,330
Advertising---$122,601
Other Salaries and Wages---$94,579
Occupancy---$92,000
All Other Expenses---$59,868
Office Expenses---$57,424
Payroll Taxes---$27,237
Fees for Service Investment Mgmnt Fees---$25,496
Other Expenses---$19,236
Information Technology---$16,706
Pension Plan Contributions---$15,105
Conferences and Meetings---$11,022
Travel---$11,008
Depreciation Depletion---$9,457
Insurance---$6,630
Fees for Services Legal---$6,525
Total Functional Expenses$0$0$0$1,277,402

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,277,402
Expenses per Audited Statements$1,251,906
Total Expenses per Audited Statements$1,251,906
Expenses Not Reported on Financial Statements$25,496
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Section A, Line 8B

No individual committee within the organization has the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

No review of the 990 will be conducted by all of the members of the governing body before filing the form.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
56-0904527
Phone
7043641078

Signing Officer

Name
Loretta Allman
Title
Executive Director
Phone
7043641078
Signed
2014-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loretta Allman
Formed
1968
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
0
Employees
4
Volunteers
0

Preparer

Preparer
Gary K Flouhouse
Phone
7043697200
Raw XML AppendixShowing 400 of 416 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01208880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01208880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12855
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0117845
IRS990/PYOtherExpensesAmt0752936
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01139891
IRS990/PYRevenuesLessExpensesAmt098519
IRS990/PYSalariesCompEmpBnftPaidAmt0406281
IRS990/PYTotalExpensesAmt01159217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01257736
IRS990/ReconcilationRevenueExpnssAmt0239526
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01516928
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02736911
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02956076
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0394615
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0392608
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt023058
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0100572
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0123630
IRS990ScheduleD/EquipmentGrp/BookValueAmt01888
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015443
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017331
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt025496
IRS990ScheduleD/ExpensesSubtotalAmt01251906
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025496
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025496
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-20361
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022741
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033199
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt055940
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02633610
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS & BROKERAGE ACCTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-20361
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025496
IRS990ScheduleD/RevenueSubtotalAmt01491432
IRS990ScheduleD/TotalBookValueLandBuildingsAmt047687
IRS990ScheduleD/TotalBookValueSecuritiesAmt02633610
IRS990ScheduleD/TotalExpensesPerForm990Amt01277402
IRS990ScheduleD/TotalRevenuePerForm990Amt01516928
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01471071
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01251906
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt099996
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount057628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LORETTA ALLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO INDIVIDUAL COMMITTEE WITHIN THE ORGANIZATION HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW OF THE 990 WILL BE CONDUCTED BY ALL OF THE MEMBERS OF THE GOVERNING BODY BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02874757
IRS990/TotalAssetsEOYAmt03122837
IRS990/TotalAssetsGrp/BOYAmt02874757
IRS990/TotalAssetsGrp/EOYAmt03122837
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt01277402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134246
IRS990/TotalLiabilitiesEOYAmt0163161
IRS990/TotalLiabilitiesGrp/BOYAmt0134246
IRS990/TotalLiabilitiesGrp/EOYAmt0163161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02740511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02959676
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01277402
IRS990/TotalProgramServiceRevenueAmt01211735
IRS990/TotalReportableCompFromOrgAmt0294330
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01516928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01516928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02874757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03122837
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt011008
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10429-B S SHARON AMITY RD
IRS990/USAddress/City0CHARLOTTE
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode028211
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORETTA ALLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07043641078
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10GREATER CHARLOTTE AUTO DEALERS ASSOCIATI
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0560904527
ReturnHeader/Filer/PhoneNum07043641078
ReturnHeader/Filer/USAddress/AddressLine10429-B SOUTH SHARON AMITY ROAD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.05$3.04$1.40$1.58$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.26$0.10$3.16$1.29$1.60$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.07$3.24$1.05$1.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.08$4.05$1.51$1.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.02$4.00$0.22$0.68$0.46
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.03$4.28$1.43$1.28$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$1.36$1.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.07$3.95$1.46$1.33$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.08$3.63$1.39$1.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.09$3.39$1.46$1.16$0.30
2014Summary only. Only limited summary data is available for this year.$3.27$0.08$3.19$1.38$1.11$0.27
2013Detailed filing. Detailed filing data is available for this year.$3.12$0.16$2.96$1.52$1.28$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.13$2.74$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.14$2.59$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.10$2.51$1.18