Civic Intelligence

Executives Association of Charlotte

EIN 56-1201832 • 501(c)7 • Charlotte, NC

Profile

The program purpose is to increase member's business through interchange of leads, referrals, and other business with members.

PO Box 49654Charlotte, NC 28277

www.charlotteexecs.org

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.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

6.7%

Faster asset growth than 65% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$44,806

Up $2,795 (+6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$44,806

Up $2,795 (+6.7%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin52nd percentile

Revenue

Up

$104,812

Up $8,069 (+8.3%) from 2023

Expenses

Up

$102,018

Up $1,786 (+1.8%) from 2023

Net Income

Up

$2,794

Up $6,283 (+180%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0Assets 2011: $12,775Liabilities 2011: $690Net Assets 2011: $12,0852011Assets 2012: $27,778Liabilities 2012: $345Net Assets 2012: $27,4332012Assets 2013: $40,794Liabilities 2013: $345Net Assets 2013: $40,4492013Assets 2014: $50,547Liabilities 2014: $345Net Assets 2014: $50,2022014Assets 2015: $50,164Liabilities 2015: $525Net Assets 2015: $49,6392015Assets 2016: $45,914Liabilities 2016: $345Net Assets 2016: $45,5692016Assets 2017: $35,746Liabilities 2017: $1,345Net Assets 2017: $34,4012017Assets 2018: $46,125Liabilities 2018: $2,070Net Assets 2018: $44,0552018Assets 2019: $38,791Liabilities 2019: $0Net Assets 2019: $38,7912019Assets 2020: $52,419Liabilities 2020: $0Net Assets 2020: $52,4192020Assets 2021: $49,791Liabilities 2021: $970Net Assets 2021: $48,8212021Assets 2022: $45,500Liabilities 2022: $0Net Assets 2022: $45,5002022Assets 2023: $42,011Liabilities 2023: $0Net Assets 2023: $42,0112023Assets 2024: $44,806Liabilities 2024: $0Net Assets 2024: $44,8062024

Highlighted filing

2024

Assets$44,806
Liabilities$0
Net Assets$44,806
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $69,0812011Expenses 2012: $64,3112012Revenue 2013: $80,193Expenses 2013: $67,177Net Income 2013: $13,0162013Revenue 2014: $86,739Expenses 2014: $76,986Net Income 2014: $9,7532014Revenue 2015: $88,769Expenses 2015: $89,332Net Income 2015: -$5632015Revenue 2016: $95,519Expenses 2016: $99,589Net Income 2016: -$4,0702016Revenue 2017: $93,818Expenses 2017: $104,986Net Income 2017: -$11,1682017Revenue 2018: $134,316Expenses 2018: $124,662Net Income 2018: $9,6542018Revenue 2019: $93,874Expenses 2019: $99,138Net Income 2019: -$5,2642019Revenue 2020: $66,215Expenses 2020: $52,585Net Income 2020: $13,6302020Revenue 2021: $73,602Expenses 2021: $77,200Net Income 2021: -$3,5982021Revenue 2022: $70,060Expenses 2022: $73,381Net Income 2022: -$3,3212022Revenue 2023: $96,743Expenses 2023: $100,232Net Income 2023: -$3,4892023Revenue 2024: $104,812Expenses 2024: $102,018Net Income 2024: $2,7942024

Highlighted filing

2024

Revenue$104,812
Expenses$102,018
Net Income$2,794
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
$44,806
Liabilities
$0
Net assets
$44,806
Revenue
$104,812
Expenses
$102,018
Net income
$2,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$1.05$1.02$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.97$1.00$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.70$0.73$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.01$0.49$0.74$0.77$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.66$0.53$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.94$0.99$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.02$0.44$1.34$1.25$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.01$0.34$0.94$1.05$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.96$1.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.50$0.89$0.89$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.50$0.87$0.77$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.40$0.80$0.67$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.27$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.01$0.12$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.2
Gross Receipts
$104,812
Mission and Program Overview

Mission

The program purpose is to increase member's business through interchange of leads, referrals, and other business with members.

The program purpose is to increase Members business through interchange of leads, referrals, and other business with Members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,126$44,021▲ $2,895
Accounts Receivable$885$785▼ $100
Total Assets$42,011$44,806▲ $2,795
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,011$44,806▲ $2,795
Total Net Assets Fund Balance$42,011$44,806▲ $2,795
Total Liabilities and Net Assets / Fund Balance$42,011$44,806▲ $2,795

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$861-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tim ManuelPresident
Tracy Bowers1st Vice President
Chris Sellers2nd Vice President
Lisa JordanChapter Administrator
Alice JoyceGeneral Member
Bob MikloskoGeneral Member
Bruce FrizenGeneral Member
Dan ShaneGeneral Member
Harold MooreGeneral Member
Joe DiazzoGeneral Member
Kenneth PadgettGeneral Member
Mark MetzgerGeneral Member
Matt FrazierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,045
Investment Income
$767
Other Revenue
$0
Change in Net Assets
$2,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,618
Salaries, Compensation, and Employee Benefits$26,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$55,478--$55,478
Other Salaries and Wages$26,400--$26,400
Other Expenses$6,310--$6,310
Office Expenses$2,544--$2,544
Insurance$1,659--$1,659
Fees for Services Accounting$1,650--$1,650
Payments to Affiliates$1,375--$1,375
All Other Expenses$821--$821
Total Functional Expenses$102,018$0$0$102,018
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
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 governing body review Part VI line 11

“No review was or will be conducted.”

Governing documents etc available to public Part VI line 19

“No documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Executives Association of Charlotte
EIN
56-1201832
In Care Of
% Lisa Jordan
Phone
7045410042
Address
PO Box 49654, Charlotte, NC 28277
Doing Business As
Eac

Signing Officer

Name
Lisa Jordan
Title
President
Phone
7045410042
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Cobb Pllc
Address
7427 Mat M Hill Rd 105-180, Charlotte, NC 28227
Preparer
Lionel Sargent
Phone
7047099154
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding Difference”

Raw XML Appendix371 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt0821
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0Lisa Jordan
IRS990/BooksInCareOfDetail/PhoneNum07045410042
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 49654
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028277
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IRS990/ConferencesMeetingsGrp/TotalAmt055478
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYRevenuesLessExpensesAmt02794
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1Bob Miklosko
IRS990/Form990PartVIISectionAGrp/PersonNm2Dan Shane
IRS990/Form990PartVIISectionAGrp/PersonNm3Kenneth Padgett
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IRS990/Form990PartVIISectionAGrp/PersonNm6Harold Moore
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IRS990/Form990PartVIISectionAGrp/PersonNm10Chris Sellers
IRS990/Form990PartVIISectionAGrp/PersonNm11Matt Frazier
IRS990/Form990PartVIISectionAGrp/PersonNm12Lisa Jordan
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IRS990/Form990PartVIISectionAGrp/TitleTxt0General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7General Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt91st Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt102nd Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chapter Administrator
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents are available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding Difference
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0102018
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104812
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0www.charlotteexecs.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045410042
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Executives Association of Charlotte
ReturnHeader/Filer/BusinessNameControlTxt0EXEC
ReturnHeader/Filer/EIN0561201832
ReturnHeader/Filer/InCareOfNm0% Lisa Jordan
ReturnHeader/Filer/PhoneNum07045410042
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 49654
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271507264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COBB PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07427 Mat M Hill Rd 105-180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028227
ReturnHeader/PreparerPersonGrp/PhoneNum07047099154
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIONEL SARGENT
ReturnHeader/ReturnTs02025-11-15T21:36:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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