Civic Intelligence

Charlotte Area Shrm

990EZ • Fiscal year 2016 • EIN 56-1412117

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 14, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-28%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$186,704

Up $73,302 (+65%) from 2015

Net Assets

Up

$186,704

Up $73,302 (+65%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$88,700

Down $18,971 (-18%) from 2015

Expenses

Up

$113,957

Up $28,486 (+33%) from 2015

Net Income

Down

-$25,257

Down $47,457 (-214%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$186,704
Liabilities-
Net Assets$186,704
Open 2016 Filing

Operations Trend

Revenue Growth19th 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

2016

Revenue$88,700
Expenses$113,957
Net Income-$25,257
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 14, 2017
Return Version
2016v3.0
Gross Receipts
$88,700
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.$85,960$9,085
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex WilsonTreasurer-$0--
Trish GibsonPresident ElectPT$0--
Joye HearnPast PresidentPT$0--
Erin KwonVice PresidentPT$0--
Lacy GaborPresident-$0--
Kisha Boyd-ClyburnVice President-$0--
Larry ValentiDirector-$0--
Tracy WortheySecretary-$0--
Matt SadinskyDirector-$0--
Rick FerrettiDirector-$0--
Jessica ManzoDirector-$0--
Andrea MerrimanDirector-$0--
Ange ClewisDirector-$0--
Andrea CampbellDirector-$0--
Brandon RushingDirector-$0--
Shay ProsserDirector-$0--
Marc CochranDirector-$0--
Marla KingDirector-$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
Alex Wilson
Title
Treasurer
Signed
2017-07-14
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 $5,000.8

“| Donee's Name: SHRM Foundation | Donee's Address: 1800 Duke Street Alexandria VA 22314 | Cash Amount Given: $9085”

Other Expenses.1002

“Office Expenses $1132”

Other Expenses.1003

“Information Technology $4834”

Other Expenses.1007

“Conferences, Conventions, and Meetings $26955”

Other Expenses.1012

“Insurance $780”

Other Expenses.1

“Meetings $59527”

Other Expenses.2

“Bank charges $8168”

Other Expenses.3

“Miscellaneous $2796”

Raw XML Appendix177 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/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0282366156
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt171.00
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/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alex Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Trish Gibson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joye Hearn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erin Kwon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lacy Gabor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kisha Boyd-Clyburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Larry Valenti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tracy Worthey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Matt Sadinsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rick Ferretti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jessica Manzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Andrea Merriman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Ange Clewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Andrea Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Brandon Rushing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Shay Prosser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Marc Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Marla King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt098559
IRS990EZ/OtherExpensesTotalAmt0104192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotional/Professional Development of Personnel Administrators.
IRS990EZ/PrintingPublicationsPostageAmt0280
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted dinner meetings and seminars on subjects related to the human resources profession.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt085960
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09085
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113957
IRS990EZ/TotalProgramServiceExpensesAmt085960
IRS990EZ/TotalRevenueAmt088700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotteshrm.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SHRM Foundation | Donee's Address: 1800 Duke Street Alexandria VA 22314 | Cash Amount Given: $9085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $4834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $26955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings $59527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank charges $8168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $2796
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alex Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-14
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/ReturnTs02017-07-14T11:55:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,704
Liabilities
-
Net assets
$186,704
Revenue
$88,700
Expenses
$113,957
Net income
-$25,257
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits