Civic Intelligence

Charlotte Works

EIN 56-2098251 • 501(c)3 • Charlotte, NC

View Organization Page

Profile

Charlotte works serves job-seekers and businesses by providing resources to develop a skilled workforce that meets employer needs. The organization offers job-search workshops, individual coaching, networking opportunities, and training programs to job-seekers for employers. Charlotte works provides customized recruiting assistance, labor market information, training grants, and access to and assistance with statewide database of candidates leading the development of a skilled and in-demand workforce by engaging businesses, aligning community partners, empowering, and connecting job seekers to meaningful employment, and fostering inclusive economic growth.

8601 McAlpine Park DriveCharlotte, NC 28211

www.charlotteworks.com

Siviq Scores

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

Liabilities / Assets

88th percentile

0.75x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.63x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

48th percentile

3.5%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

91st percentile

50%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$5,912,274

Up $1,973,425 (+50%) from 2024

Liabilities

Up

$4,437,134

Up $1,725,149 (+64%) from 2024

Net Assets

Up

$1,475,140

Up $248,276 (+20%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin48th percentile

Revenue

Up

$7,019,328

Up $253,743 (+3.8%) from 2024

Expenses

Up

$6,771,052

Up $214,745 (+3.3%) from 2024

Net Income

Up

$248,276

Up $38,998 (+19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,347,559Liabilities 2010: $292,398Net Assets 2010: $1,055,1612010Assets 2011: $1,596,524Liabilities 2011: $1,255,562Net Assets 2011: $340,9622011Assets 2012: $1,698,923Liabilities 2012: $672,287Net Assets 2012: $1,026,6362012Assets 2013: $1,528,152Liabilities 2013: $402,080Net Assets 2013: $1,126,0722013Assets 2014: $1,825,760Liabilities 2014: $760,734Net Assets 2014: $1,065,0262014Assets 2015: $1,817,210Liabilities 2015: $517,670Net Assets 2015: $1,299,5402015Assets 2016: $1,664,490Liabilities 2016: $691,924Net Assets 2016: $972,5662016Assets 2017: $1,962,484Liabilities 2017: $1,029,784Net Assets 2017: $932,7002017Assets 2018: $2,147,589Liabilities 2018: $1,138,893Net Assets 2018: $1,008,6962018Assets 2019: $2,434,523Liabilities 2019: $1,554,066Net Assets 2019: $880,4572019Assets 2020: $2,412,028Liabilities 2020: $1,421,712Net Assets 2020: $990,3162020Assets 2021: $2,593,477Liabilities 2021: $1,669,780Net Assets 2021: $923,6972021Assets 2022: $2,005,079Liabilities 2022: $1,175,002Net Assets 2022: $830,0772022Assets 2023: $4,369,601Liabilities 2023: $3,352,015Net Assets 2023: $1,017,5862023Assets 2024: $3,938,849Liabilities 2024: $2,711,985Net Assets 2024: $1,226,8642024Assets 2025: $5,912,274Liabilities 2025: $4,437,134Net Assets 2025: $1,475,1402025

Highlighted filing

2025

Assets$5,912,274
Liabilities$4,437,134
Net Assets$1,475,140
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $9,465,0442010Expenses 2011: $7,147,6222011Expenses 2012: $7,079,6942012Revenue 2013: $5,969,116Expenses 2013: $5,869,680Net Income 2013: $99,4362013Revenue 2014: $6,967,489Expenses 2014: $7,028,535Net Income 2014: -$61,0462014Revenue 2015: $7,824,771Expenses 2015: $7,590,257Net Income 2015: $234,5142015Revenue 2016: $7,679,348Expenses 2016: $8,006,322Net Income 2016: -$326,9742016Revenue 2017: $6,056,776Expenses 2017: $6,148,642Net Income 2017: -$91,8662017Revenue 2018: $6,932,474Expenses 2018: $6,906,478Net Income 2018: $25,9962018Revenue 2019: $8,005,267Expenses 2019: $8,183,506Net Income 2019: -$178,2392019Revenue 2020: $8,196,108Expenses 2020: $8,086,249Net Income 2020: $109,8592020Revenue 2021: $8,510,036Expenses 2021: $8,576,655Net Income 2021: -$66,6192021Revenue 2022: $8,600,774Expenses 2022: $8,694,394Net Income 2022: -$93,6202022Revenue 2023: $7,856,153Expenses 2023: $7,649,609Net Income 2023: $206,5442023Revenue 2024: $6,765,585Expenses 2024: $6,556,307Net Income 2024: $209,2782024Revenue 2025: $7,019,328Expenses 2025: $6,771,052Net Income 2025: $248,2762025

Highlighted filing

2025

Revenue$7,019,328
Expenses$6,771,052
Net Income$248,276
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,912,274
Liabilities
$4,437,134
Net assets
$1,475,140
Revenue
$7,019,328
Expenses
$6,771,052
Net income
$248,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.91$4.44$1.48$7.02$6.77$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.94$2.71$1.23$6.77$6.56$0.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$3.35$1.02$7.86$7.65$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.01$1.18$0.83$8.60$8.69$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$1.67$0.92$8.51$8.58$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.41$1.42$0.99$8.20$8.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.43$1.55$0.88$8.01$8.18$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.15$1.14$1.01$6.93$6.91$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.96$1.03$0.93$6.06$6.15$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.69$0.97$7.68$8.01$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.52$1.30$7.82$7.59$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.76$1.07$6.97$7.03$0.06
2013Summary only. Only limited summary data is available for this year.$1.53$0.40$1.13$5.97$5.87$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.67$1.03$7.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.26$0.34$7.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.29$1.06$9.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$7,019,328
Mission and Program Overview

Mission

Charlotte works serves job-seekers and businesses by providing resources to develop a skilled workforce that meets employer needs. The organization offers job-search workshops, individual coaching, networking opportunities, and training programs to job-seekers. For employers, charlotte works provides customized recruiting assistance, labor market information, training grants, and access to and assistance with a statewide database of candidates. The mission is to drive the development of a globally competitive workforce for charlotte's employers.

Leading the development of a skilled and in-demand workforce by engaging businesses, aligning community partners, empowering and connecting job seeker to meaningful employer, and fostering inclusive economic growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,057,183$895,049▼ $162,134
Accounts Receivable$689,956$832,414▲ $142,458
Savings and Temporary Cash Investments-$500,000-
Land, Buildings, and Equipment, Net$181,195$146,057▼ $35,138
Prepaid Expenses and Deferred Charges$79,655$17,203▼ $62,452
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,938,849$5,912,274▲ $1,973,425
Other Assets Total$1,930,860$3,521,551▲ $1,590,691
Liabilities
Other Liabilities$2,087,332$3,627,648▲ $1,540,316
Accounts Payable and Accrued Expenses$624,653$722,486▲ $97,833
Deferred Revenue-$87,000-
Total Liabilities$2,711,985$4,437,134▲ $1,725,149
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$851,083$1,208,777▲ $357,694
Net Assets With Donor Restrictions$375,781$266,363▼ $109,418
Total Net Assets Fund Balance$1,226,864$1,475,140▲ $248,276
Total Liabilities and Net Assets / Fund Balance$3,938,849$5,912,274▲ $1,973,425

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$113,908$139,312$253,220
Leasehold Improvements$32,149$95,539$127,688
Other Assets Org$62,100--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna LondonCEO PresidentFT$182,026$6,730$188,756
Shemia WilliamsChief ProgramsFT$114,437$15,016$129,453
Beverly ShepardComptrollerFT$66,720$41,189$107,909
Kevin LouxChief ImpactFT$78,710$27,837$106,547

Board Members and Trustees

NameTitle
Raki McGregorChairman
Brandi NewmanVice Chairman
A Fulton MeachemBoard Member
Anthony TrotmanBoard Member
Blair StanfordBoard Member
Chad SchuchmannBoard Member
Cheryse TerryBoard Member
Chris HageBoard Member
Chris JacksonBoard Member
Christine HollanshBoard Member
David LeonardiBoard Member
Heather Hill EdDBoard Member
James BollingBoard Member
Matt BradleyBoard Member
Melissa Wilson BalknightBoard Member
Monica AllenBoard Member
Roger JohnsonBoard Member
Scott ThrowerBoard Member
Sparkle DouglasBoard Member
Thomas RayBoard Member
Tonja ReederBoard Member
Veronica C GranthamBoard Member
William HaygoodBoard Member
Cassandra Triggs-TuckerTreas/Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Arbor Education & Training LLC WIOAProgram Service Provider8601 McAlpine Park Dr, Charlotte, NC 28211$2,179,849
CpccTraining ServicesPO Box 35009, Charlotte, NC 28235$936,054
8601 McAlpine LLCRentPO Box 2439, Matthews, NC 28106$675,289
Meck EdTraining Services300 Camp Rd Suite B45, Charlotte, NC 28206$623,926
Revenue and Support

Revenue Composition

Contributions and Grants
$6,762,966
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$256,362
All Other Contributions
$539,434
Change in Net Assets
$248,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,019,328
Revenue Not Reported on Form 990
$230,881
Total Revenue per Audited Statements
$7,250,209
Total Revenue per Form 990
$7,019,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,537,149
Salaries, Compensation, and Employee Benefits$1,233,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,443,742$47,662-$4,491,404
Other Salaries and Wages$588,989$213,469-$802,458
Occupancy$519,164$169,338-$688,502
Current Officers, Directors, Trustees, and Key Employees$175,543$13,213-$188,756
Other Employee Benefits$104,076$30,858-$134,934
Payroll Taxes$55,549$16,471-$72,020
Fees for Services Management$64,519--$64,519
Pension Plan Contributions$27,563$8,172-$35,735
Depreciation Depletion$26,841$8,298-$35,139
Insurance$10,750$16,227-$26,977
Fees for Services Accounting$22,374$226-$22,600
Other Expenses$11,243$5,874-$17,117
Travel$6,981$6,050-$13,031
Office Expenses$6,321$1,080-$7,401
All Other Expenses$2,961$415-$3,376
Fees for Services Legal-$180-$180
Total Functional Expenses$6,200,007$571,045$0$6,771,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,001,933
Expenses per Audited Statements$6,771,052
Total Expenses per Form 990$6,771,052
Expenses Not Reported on Form 990$230,881
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use operating lease$3,627,648
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 draft of the form 990 is given to the president/ceo for review. Any necessary changes are made and the return is forwarded to the audit committee. Once the audit committee approves the form 990, it is forwarded to the board of directors for comment. If no further changes are recommended, the return is signed by the president/ceo and timely filed.”

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

“Once a year the board is required to re-read and re-affirm by signature the conflict of interest policy potential conflicts of interest are regularly discussed and resolved by the executive committee.”

Form 990, Part VI, Section B, Line 15A

“Every three years, an outside consultant is hired to benchmark the salaries of key employees this benchmark is used by the ceo in setting the compensation for the other key employees.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Charlotte Works
EIN
56-2098251
Phone
9082013256
Address
8601 McAlpine Park Drive, Charlotte, NC 28211

Signing Officer

Name
Anna London
Title
CEO President
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna London
Formed
1998
Legal Domicile
Nc
Voting Board Members
25
Independent Board Members
25
Employees
14
Volunteers
24

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Garrett Summers
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The organization did not have any unrelated business income for the years ended june 30, 2024 and 2023. All nonprofit corporations are required to file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and there are no other tax positions which must be considered for disclosure. For the years ended june 30, 2024 and 2023, the organization did not identify any uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Income tax returns filed by the organization are subject to examination by the internal revenue service for a period of four years. While no income tax returns are currently being examined by the internal revenue service, tax years since 2020 remain open.”

Raw XML AppendixShowing 400 of 681 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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