Civic Intelligence

Charlotte Area Shrm

EIN 56-1412117 • 501(c)6 • Charlotte, NC

Profile

Promotional/Professional Development of Personnel Administrators.

PO Box 36156Charlotte, NC 28236

www.charlotteshrm.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

14th percentile

-38%

Higher net margin than 14% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-31%

Faster asset growth than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

57th percentile

4.8%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$75,177

Down $151,661 (-67%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$75,177

Down $151,661 (-67%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Up

$84,727

Up $11,103 (+15%) from 2021

Expenses

Up

$116,652

Up $81,742 (+234%) from 2021

Net Income

Down

-$31,925

Down $70,639 (-182%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$300K$200K$100K$0Assets 2010: $103,339Net Assets 2010: $103,3392010Assets 2011: $101,085Net Assets 2011: $101,0852011Assets 2012: $86,778Liabilities 2012: $0Net Assets 2012: $86,7782012Assets 2013: $107,152Net Assets 2013: $107,1522013Assets 2014: $94,124Net Assets 2014: $94,1242014Assets 2015: $113,402Net Assets 2015: $113,4022015Assets 2016: $186,704Net Assets 2016: $186,7042016Assets 2017: $165,754Net Assets 2017: $165,7542017Assets 2018: $146,934Net Assets 2018: $146,9342018Assets 2019: $147,265Net Assets 2019: $147,2652019Assets 2020: $188,124Net Assets 2020: $188,1242020Assets 2021: $226,838Net Assets 2021: $226,8382021Assets 2024: $75,177Net Assets 2024: $75,1772024

Highlighted filing

2024

Assets$75,177
Liabilities-
Net Assets$75,177
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $93,741Expenses 2010: $83,427Net Income 2010: $10,3142010Revenue 2011: $86,169Expenses 2011: $84,982Net Income 2011: $1,1872011Expenses 2012: $159,9642012Revenue 2013: $96,137Expenses 2013: $78,328Net Income 2013: $17,8092013Revenue 2014: $95,839Expenses 2014: $109,289Net Income 2014: -$13,4502014Revenue 2015: $107,671Expenses 2015: $85,471Net Income 2015: $22,2002015Revenue 2016: $88,700Expenses 2016: $113,957Net Income 2016: -$25,2572016Revenue 2017: $80,455Expenses 2017: $103,286Net Income 2017: -$22,8312017Revenue 2018: $83,223Expenses 2018: $93,452Net Income 2018: -$10,2292018Revenue 2019: $87,794Expenses 2019: $90,729Net Income 2019: -$2,9352019Revenue 2020: $81,897Expenses 2020: $41,038Net Income 2020: $40,8592020Revenue 2021: $73,624Expenses 2021: $34,910Net Income 2021: $38,7142021Revenue 2024: $84,727Expenses 2024: $116,652Net Income 2024: -$31,9252024

Highlighted filing

2024

Revenue$84,727
Expenses$116,652
Net Income-$31,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,177
Liabilities
-
Net assets
$75,177
Revenue
$84,727
Expenses
$116,652
Net income
-$31,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.85$1.17$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.27$2.27$0.74$0.35$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.82$0.41$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.88$0.91$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.83$0.93$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.80$1.03$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.89$1.14$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.08$0.85$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.96$1.09$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.96$0.78$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$1.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$0.86$0.85$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.94$0.83$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$84,727
Mission and Program Overview

Mission

Promotional/Professional Development of Personnel Administrators.

Program Services

DescriptionGrantsExpenses
Conducted dinner meetings and seminars on subjects related to the human resources profession.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex WilsonPresidentPT$0--
Michele Jean-JumeauTreasurer-$0--
Schyler HoucksDirector-$0--
Monte GarrettDirector-$0--
Jennifer GolynskyPast President-$0--
Charity BosemanDirector-$0--
Cindy SatterSecretary-$0--
Kamella EmmanuelDirector-$0--
Jeremy StephensonPresident Elect-$0--
Rick FerettiDirector-$0--
Kadi EubanksDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Area SHRM
EIN
56-1412117
Phone
7045534635
Address
PO Box 36156, Charlotte, NC 28236

Signing Officer

Name
Michele Jean-Jumeau
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other $332”

Other Expenses.1007

“Conferences, Conventions, and Meetings $93609”

Other Expenses.1

“Bank Fees $8976”

Other Expenses.2

“Website Fees $4973”

Other Expenses.3

“Equipment $3170”

Other Expenses.4

“Logoed Products $2283”

Other Expenses.5

“Miscellaneous $1130”

Other Expenses.6

“Scholarships $1000”

Other Expenses.7

“Supplies $754”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Michele Jean-Jumeau
IRS990EZ/BooksInCareOfDetail/PhoneNum07043945376
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 36156
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0282366156
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075177
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014430
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31925
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0393
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107102
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075177
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt084727
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt069965
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107102
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107102
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075177
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alex Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michele Jean-Jumeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Schyler Houcks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Monte Garrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Golynsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Charity Boseman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cindy Satter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kamella Emmanuel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jeremy Stephenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rick Feretti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Kadi Eubanks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0115895
IRS990EZ/OtherRevenueTotalAmt0332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotional/Professional Development of Personnel Administrators.
IRS990EZ/PrintingPublicationsPostageAmt0364
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted dinner meetings and seminars on subjects related to the human resources profession.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0116652
IRS990EZ/TotalRevenueAmt084727
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotteshrm.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $93609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $8976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website Fees $4973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Equipment $3170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Logoed Products $2283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $754
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michele Jean-Jumeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Area SHRM
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0561412117
ReturnHeader/Filer/PhoneNum07045534635
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 36156
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-11-12T10:07:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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