Civic Intelligence

Carolinas Chapter of Sior Ltd

EIN 56-1304185 • 501(c)6 • Charleston, SC

Profile

Promote the image and reputation of the society and its sior designee members by giving assistance and guidance to candidates seeking to become designees, providing opportunites for participation by members in an ongoing program or real estate education by supporting the education program of the institute, conducting approved real estate courses and seminars for the chapter, and by assisting the society in achieving their purpose and objectives, including those related to market feedback, course promotion, public relation, membership recruitment and retention, also in providing a forum for the exchange of information and business development.

960 Morrison Drive Ste 400Charleston, SC 29403

www.siorcarolinas.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.08x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.21x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

36%

Higher net margin than 94% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

45%

Faster revenue growth than 91% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$919,012

Up $138,911 (+18%) from 2023

Liabilities

Up

$72,672

Up $6,000 (+9.0%) from 2023

Net Assets

Up

$846,340

Up $132,911 (+19%) from 2023

Revenue

Up

$350,541

Up $108,473 (+45%) from 2023

Expenses

Up

$223,146

Up $106,725 (+92%) from 2023

Net Income

Up

$127,395

Up $1,748 (+1.4%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $227,164Liabilities 2011: $0Net Assets 2011: $227,1642011Assets 2012: $238,038Liabilities 2012: $0Net Assets 2012: $238,0382012Assets 2013: $276,331Liabilities 2013: $0Net Assets 2013: $276,3312013Assets 2014: $289,237Liabilities 2014: $0Net Assets 2014: $289,2372014Assets 2015: $346,708Liabilities 2015: $0Net Assets 2015: $346,7082015Assets 2016: $370,580Liabilities 2016: $0Net Assets 2016: $370,5802016Assets 2017: $446,698Liabilities 2017: $0Net Assets 2017: $446,6982017Assets 2018: $518,333Liabilities 2018: $0Net Assets 2018: $518,3332018Assets 2019: $591,339Liabilities 2019: $0Net Assets 2019: $591,3392019Assets 2020: $753,460Liabilities 2020: $0Net Assets 2020: $753,4602020Assets 2021: $484,851Liabilities 2021: $47,482Net Assets 2021: $437,3692021Assets 2022: $641,559Liabilities 2022: $59,432Net Assets 2022: $582,1272022Assets 2023: $780,101Liabilities 2023: $66,672Net Assets 2023: $713,4292023Assets 2024: $919,012Liabilities 2024: $72,672Net Assets 2024: $846,3402024

Highlighted filing

2024

Assets$919,012
Liabilities$72,672
Net Assets$846,340

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $222,961Expenses 2011: $181,533Net Income 2011: $41,4282011Revenue 2012: $115,014Expenses 2012: $104,140Net Income 2012: $10,8742012Revenue 2013: $233,200Expenses 2013: $194,907Net Income 2013: $38,2932013Revenue 2014: $112,319Expenses 2014: $99,413Net Income 2014: $12,9062014Revenue 2015: $287,389Expenses 2015: $229,918Net Income 2015: $57,4712015Revenue 2016: $159,860Expenses 2016: $135,988Net Income 2016: $23,8722016Revenue 2017: $381,031Expenses 2017: $304,913Net Income 2017: $76,1182017Revenue 2018: $237,745Expenses 2018: $166,110Net Income 2018: $71,6352018Revenue 2019: $485,834Expenses 2019: $412,828Net Income 2019: $73,0062019Revenue 2020: $343,462Expenses 2020: $181,341Net Income 2020: $162,1212020Revenue 2021: $300,139Expenses 2021: $616,230Net Income 2021: -$316,0912021Revenue 2022: $339,701Expenses 2022: $187,723Net Income 2022: $151,9782022Revenue 2023: $242,068Expenses 2023: $116,421Net Income 2023: $125,6472023Revenue 2024: $350,541Expenses 2024: $223,146Net Income 2024: $127,3952024

Highlighted filing

2024

Revenue$350,541
Expenses$223,146
Net Income$127,395

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.19$0.73$8.46$3.51$2.23$1.27
2023Detailed filing. Detailed filing data is available for this year.$7.80$0.67$7.13$2.42$1.16$1.26
2022Detailed filing. Detailed filing data is available for this year.$6.42$0.59$5.82$3.40$1.88$1.52
2021Detailed filing. Detailed filing data is available for this year.$4.85$0.47$4.37$3.00$6.16$3.16
2020Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$3.43$1.81$1.62
2019Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$4.86$4.13$0.73
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$2.38$1.66$0.72
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$3.81$3.05$0.76
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.60$1.36$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$2.87$2.30$0.57
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.12$0.99$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$2.33$1.95$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$1.15$1.04$0.11
2011Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$2.23$1.82$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 5, 2025
Return Version
2024v5.2
Gross Receipts
$350,541
Mission and Program Overview

Mission

Promote the image and reputation of the society and its sior designee members by giving assistance and guidance to candidates seeking to become designees, providing opportunites for participation by members in an ongoing program of real estate education by supporting the education program of the institute, conducting approved real estate courses and seminars for the chapter, and by assisting the society in achieving their purpose and objectives, including those related to market feedback, course promotion, public relation, membership recruitment and retention, also in providing a forum for the exchange of information and business development.

Promote and support initiatives that expand, educate and enhance the commerical real estate community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$692,859-
Investments in Publicly Traded Securities$103,191$114,340▲ $11,149
Cash and Non-Interest-Bearing Accounts$656,329$94,648▼ $561,681
Total Assets$780,101$919,012▲ $138,911
Other Assets Total$20,581$17,165▼ $3,416
Liabilities
Other Liabilities$66,672$72,672▲ $6,000
Total Liabilities$66,672$72,672▲ $6,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$713,429$846,340▲ $132,911
Total Net Assets Fund Balance$713,429$846,340▲ $132,911
Total Liabilities and Net Assets / Fund Balance$780,101$919,012▲ $138,911
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keith JonesAdmissions Chair
Marlene SpritzerAdmissions Co-chair
Kacie JacksonForecast Chair
Robbie PerkinsGrant Chair
David SigmonMembership/retention Chair
Simons JohnsonMembership/retention Chair
Ed WilsonPrograms Chair
Jeff HeinPrograms Chair
Blaine HartSponsorship Chair
Thomas HippSponsorship Chair
David HaganStudent Support Chair
Kacie JacksonStudent Support Chair
Braxton AnthonyTechnology/pr Chair
Austin WalkerPresident
Campbell LewisPresident-elect
Robert H NuttallFinance Manager
Street JonesSecretary
Ryan WelchTreasurer
Dillon SwayngimYoung Professionals/gfi Ch
Revenue and Support

Revenue Composition

Contributions and Grants
$289,408
Program Service Revenue
$37,631
Investment Income
$23,502
Other Revenue
$0
All Other Contributions
$223,469
Change in Net Assets
$127,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,146
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$14,800--$14,800
Grants to Domestic Orgs$12,000--$12,000
Other Expenses$10,677--$10,677
Office Expenses-$8,107-$8,107
All Other Expenses$1,000--$1,000
Fees for Services Accounting-$606-$606
Advertising-$22-$22
Total Functional Expenses$214,411$8,735$0$223,146
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clemson University FoundationClemson, SC501(c)(3)Education$6,000
The Unc Charlotte Foundation IncCharlotte, NC501(c)(3)Education$6,000
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Se Regional Convention Inc$72,672
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the chapter leadership. They review all numbers and answers for accuracy and completeness and suggests any changes that may need to be made.

Form 990, Part VI, Section B, Line 12C

The board members annually are required to complete a confidentiality policy agreement and corporate integrity policies statement to disclose any conflicts which may arise.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are made available only upon request.

Filing and Contact Details

Filer

Filer Name
Carolinas Chapter of Sior Ltd
EIN
56-1304185
Phone
8437471200
Address
960 MORRISON DRIVE STE 400, CHARLESTON, SC 29403

Signing Officer

Name
Robert H Nuttall
Title
Finance Manager
Phone
8437471200
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert H Nuttall
Formed
1981
Legal Domicile
Sc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Veris LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Dan Sullivan CPA
Phone
8438814477
Raw XML AppendixShowing 400 of 431 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE AND ENHANCE THE COMMERICAL REAL ESTATE COMMUNITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt022
IRS990/AdvertisingGrp/TotalAmt022
IRS990/AllOtherContributionsAmt0223469
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01000
IRS990/AllOtherExpensesGrp/TotalAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0ROBERT H NUTTALL
IRS990/BooksInCareOfDetail/PhoneNum08437471200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0960 MORRISON DRIVE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029403
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0656329
IRS990/CashNonInterestBearingGrp/EOYAmt094648
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0289408
IRS990/CYGrantsAndSimilarPaidAmt012000
IRS990/CYInvestmentIncomeAmt023502
IRS990/CYOtherExpensesAmt0211146
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt037631
IRS990/CYRevenuesLessExpensesAmt0127395
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0223146
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0350541
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROFESSIONAL COMPETENCE & EDUCATION - ENHANCE THE COMPETENCE AND CAPABILITIES OF ITS MEMBERS AND TO OFFER EDUCATIONAL OPPORTUNITIES TO MEMBERS, PROSPECTIVE MEMBERS, THE REAL ESTATE INDUSTRY AND THE CORPORATE REAL ESTATE COMMUNITY. PROVIDE REAL ESTATE MARKET REPORTS AND PROVIDE SEMINARS, MEETINGS, AND CONVENTIONS TO EDUCATE AND ENHANCE MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0214411
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0606
IRS990/FeesForServicesAccountingGrp/TotalAmt0606
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt014800
IRS990/FeesForServicesManagementGrp/TotalAmt014800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0AUSTIN WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm1CAMPBELL LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm3STREET JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5ED WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7SIMONS JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DILLON SWAYNGIM
IRS990/Form990PartVIISectionAGrp/PersonNm9BRAXTON ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm10BLAINE HART
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS HIPP
IRS990/Form990PartVIISectionAGrp/PersonNm12KACIE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID HAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID SIGMON
IRS990/Form990PartVIISectionAGrp/PersonNm15KACIE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBBIE PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT H NUTTALL
IRS990/Form990PartVIISectionAGrp/PersonNm18MARLENE SPRITZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PROGRAMS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PROGRAMS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMISSIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBERSHIP/RETENTION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8YOUNG PROFESSIONALS/GFI CH
IRS990/Form990PartVIISectionAGrp/TitleTxt9TECHNOLOGY/PR CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SPONSORSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SPONSORSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORECAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13STUDENT SUPPORT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBERSHIP/RETENTION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15STUDENT SUPPORT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GRANT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADMISSIONS CO-CHAIR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt012000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0350541
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023502
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt023502
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0103191
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0114340
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt065939
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTE THE IMAGE AND REPUTATION OF THE SOCIETY AND ITS SIOR DESIGNEE MEMBERS BY GIVING ASSISTANCE AND GUIDANCE TO CANDIDATES SEEKING TO BECOME DESIGNEES, PROVIDING OPPORTUNITES FOR PARTICIPATION BY MEMBERS IN AN ONGOING PROGRAM OR REAL ESTATE EDUCATION BY SUPPORTING THE EDUCATION PROGRAM OF THE INSTITUTE, CONDUCTING APPROVED REAL ESTATE COURSES AND SEMINARS FOR THE CHAPTER, AND BY ASSISTING THE SOCIETY IN ACHIEVING THEIR PURPOSE AND OBJECTIVES, INCLUDING THOSE RELATED TO MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATION, MEMBERSHIP RECRUITMENT AND RETENTION, ALSO IN PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION AND BUSINESS DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0713429
IRS990/NetAssetsOrFundBalancesEOYAmt0846340
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05516
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0713429
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0846340
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08107
IRS990/OfficeExpensesGrp/TotalAmt08107
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020581
IRS990/OtherAssetsTotalGrp/EOYAmt017165
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FALL CONVENTION
IRS990/OtherExpensesGrp/Desc1SPRING CONVENTION
IRS990/OtherExpensesGrp/Desc2SPONSORSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3NATIONAL MEETING EXPENS
IRS990/OtherExpensesGrp/ProgramServicesAmt083905
IRS990/OtherExpensesGrp/ProgramServicesAmt169982
IRS990/OtherExpensesGrp/ProgramServicesAmt222047
IRS990/OtherExpensesGrp/ProgramServicesAmt310677
IRS990/OtherExpensesGrp/TotalAmt083905
IRS990/OtherExpensesGrp/TotalAmt169982
IRS990/OtherExpensesGrp/TotalAmt222047
IRS990/OtherExpensesGrp/TotalAmt310677
IRS990/OtherLiabilitiesGrp/BOYAmt066672
IRS990/OtherLiabilitiesGrp/EOYAmt072672
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT H NUTTALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037631
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0230527
IRS990/PYGrantsAndSimilarPaidAmt012000
IRS990/PYInvestmentIncomeAmt01947
IRS990/PYOtherExpensesAmt0104421
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09594
IRS990/PYRevenuesLessExpensesAmt0125647
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0116421
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242068
IRS990/ReconcilationRevenueExpnssAmt0127395
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0692859
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt065939
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SE REGIONAL CONVENTION INC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt072672
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNC CHARLOTTE FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CLEMSON UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09201 UNIVERSITY CITY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1889
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CLEMSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028223
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129633
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE CHAPTER LEADERSHIP. THEY REVIEW ALL NUMBERS AND ANSWERS FOR ACCURACY AND COMPLETENESS AND SUGGESTS ANY CHANGES THAT MAY NEED TO BE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ANNUALLY ARE REQUIRED TO COMPLETE A CONFIDENTIALITY POLICY AGREEMENT AND CORPORATE INTEGRITY POLICIES STATEMENT TO DISCLOSE ANY CONFLICTS WHICH MAY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0780101
IRS990/TotalAssetsEOYAmt0919012
IRS990/TotalAssetsGrp/BOYAmt0780101
IRS990/TotalAssetsGrp/EOYAmt0919012
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0289408
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08735
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214411
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223146
IRS990/TotalGrossUBIAmt023502
IRS990/TotalLiabilitiesBOYAmt066672
IRS990/TotalLiabilitiesEOYAmt072672
IRS990/TotalLiabilitiesGrp/BOYAmt066672
IRS990/TotalLiabilitiesGrp/EOYAmt072672
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0713429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0846340
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0214411
IRS990/TotalProgramServiceRevenueAmt037631
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037631
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350541
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt023502
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0780101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0919012
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0960 MORRISON DRIVE 400
IRS990/USAddress/CityNm0CHARLESTON
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029403
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.