Civic Intelligence

Charlotte Area Shrm

990EZ • Fiscal year 2014 • EIN 56-1412117

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profilewww.charlotteshrm.org
PO Box 36156Charlotte, NC 28236

(704) 553-4635

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-0.3%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$94,124

Down $13,028 (-12%) from 2013

Net Assets

Down

$94,124

Down $13,028 (-12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$95,839

Down $298 (-0.3%) from 2013

Expenses

Up

$109,289

Up $30,961 (+40%) from 2013

Net Income

Down

-$13,450

Down $31,259 (-176%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2014

Assets$94,124
Liabilities-
Net Assets$94,124
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$95,839
Expenses$109,289
Net Income-$13,450
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$95,839
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.$68,332-
Conducted conferences on subjects related to the human resource profession.$11,575-
CASHRM Career Center - provide online access to HR job listings in the Charlotte area.$8,311-
Provided scholarships for college students.$6,000$6,000
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BilodeauTreasurerPT$0--
Patricia MoodyVice President-$0--
Joye HearnVice President-$0--
Georgia MeyerTreasurerPT$0--
Lacy GaborSecretary-$0--
Larry ValentiDirector-$0--
Collette MattmillerDirector-$0--
Stephen BasinskiDirector-$0--
Malayka KlimchakDirectorPT$0--
Victoria HillardDirector-$0--
Grainger PierceDirector-$0--
Nick KammeyerPresidentPT$0--
Ben HollandDirector-$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
Julie Bilodeau
Title
Treasurer
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: Recipients less than $5000 | Cash Amount Given: $6000”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: SHRM Foundation | Donee's Address: 1800 Duke Street Alexandria, VA 22314 | Cash Amount Given: $6100”

Other Expenses.1002

“Office Expenses $6211”

Other Expenses.1003

“Information Technology $4338”

Other Expenses.1007

“Conferences, Conventions, and Meetings $11617”

Other Expenses.1012

“Insurance $745”

Other Expenses.1

“Meetings $68332”

Other Expenses.2

“Bank charges $4122”

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 36156
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0282366156
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107152
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-13450
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01678
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0288
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012100
IRS990EZ/GrossReceiptsAmt095839
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt063065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107152
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Bilodeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patricia Moody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joye Hearn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Georgia Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lacy Gabor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Larry Valenti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Collette Mattmiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stephen Basinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Malayka Klimchak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Victoria Hillard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Grainger Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Nick Kammeyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Ben Holland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0422
IRS990EZ/OtherExpensesTotalAmt095365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotional/Professional Development of Personnel Administrators.
IRS990EZ/PrintingPublicationsPostageAmt0146
IRS990EZ/ProgramServiceRevenueAmt09225
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted dinner meetings and seminars on subjects related to the human resources profession.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided scholarships for college students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Conducted conferences on subjects related to the human resource profession.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CASHRM Career Center - provide online access to HR job listings in the Charlotte area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068332
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt211575
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt38311
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0288
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109289
IRS990EZ/TotalProgramServiceExpensesAmt094218
IRS990EZ/TotalRevenueAmt095839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotteshrm.org
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Recipients less than $5000 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SHRM Foundation | Donee's Address: 1800 Duke Street Alexandria, VA 22314 | Cash Amount Given: $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $6211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $4338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $11617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings $68332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank charges $4122
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Bilodeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 E Morehead Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02015-11-10T09:50:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,124
Liabilities
-
Net assets
$94,124
Revenue
$95,839
Expenses
$109,289
Net income
-$13,450
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