Civic Intelligence

Clt Impact Investors

EIN 86-3485624 • 501(c)3 • Charlotte, NC

Profile

To promote community development by purposefully improving the social and/or economic needs of low-income individuals and historically underserved communities in charlotte, nc and surrounding areas by financing or investing in affordable housing and/or providing seed and growth capital to minority owned businesses.

1428 Waverly AveCharlotte, NC 28203

www.cltimpact.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.07x

Higher debt load relative to revenue than 55% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-452%

Higher net margin than 1% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$128,400

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 250.9% of source-year revenue.

NTEE S • $500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-22%

Faster asset growth than 14% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$914,564

Down $251,693 (-22%) from 2023

Liabilities

Up

$3,594

Up $3,594 from 2023

Net Assets

Down

$910,970

Down $255,287 (-22%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$51,175

Down $103,429 (-67%) from 2023

Expenses

Up

$282,400

Up $246,965 (+697%) from 2023

Net Income

Down

-$231,225

Down $350,394 (-294%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $458,711Liabilities 2021: $0Net Assets 2021: $458,7112021Assets 2022: $1,047,088Liabilities 2022: $0Net Assets 2022: $1,047,0882022Assets 2023: $1,166,257Liabilities 2023: $0Net Assets 2023: $1,166,2572023Assets 2024: $914,564Liabilities 2024: $3,594Net Assets 2024: $910,9702024

Highlighted filing

2024

Assets$914,564
Liabilities$3,594
Net Assets$910,970
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2021: $459,896Expenses 2021: $1,185Net Income 2021: $458,7112021Revenue 2022: $596,707Expenses 2022: $8,330Net Income 2022: $588,3772022Revenue 2023: $154,604Expenses 2023: $35,435Net Income 2023: $119,1692023Revenue 2024: $51,175Expenses 2024: $282,400Net Income 2024: -$231,2252024

Highlighted filing

2024

Revenue$51,175
Expenses$282,400
Net Income-$231,225
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$914,564
Liabilities
$3,594
Net assets
$910,970
Revenue
$51,175
Expenses
$282,400
Net income
-$231,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.05$0.28$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.60$0.01$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.46$0.00$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$458,584
Mission and Program Overview

Mission

To promote community development by purposefully improving the social and/or economic needs of low-income individuals and historically underserved communities in charlotte, nc and surrounding areas by financing or investing in affordable housing and/or providing seed and growth capital to minority owned businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,166,257$910,970▼ $255,287
Investments Program Related$613,320$701,732▲ $88,412
Investments in Publicly Traded Securities$552,937$95,565▼ $457,372
Intangible Assets-$67,700-
Cash and Non-Interest-Bearing Accounts-$46,067-
Accounts Receivable-$3,500-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,166,257$914,564▼ $251,693
Liabilities
Accounts Payable and Accrued Expenses-$3,594-
Total Liabilities$0$3,594▲ $3,594
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,166,257$910,970▼ $255,287
Total Liabilities and Net Assets / Fund Balance$1,166,257$914,564▼ $251,693

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$185,000--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
Bryant CohenDirector$120,433$7,967$128,400

Board Members and Trustees

NameTitle
David ShefferPresident
Matthew MaganVice President
Curtis GrinerAssistant Secretary
Todd CollinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,775
Investment Income
$16,316
Other Revenue
$15,084
Change in Net Assets
$-231,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,023
Other Expenses$118,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,100$79,333-$120,433
Travel$18,099$7,591-$25,690
Other Salaries and Wages$22,575--$22,575
Advertising$13,461$8,000-$21,461
Office Expenses$12,347$4,320-$16,667
Payroll Taxes$5,428$6,817-$12,245
Fees for Services Other$11,070--$11,070
Information Technology$8,390$2,360-$10,750
Other Employee Benefits$4,074$4,696-$8,770
Insurance$4,122--$4,122
Other Expenses$4,068$2,610-$2,610
Fees for Services Accounting-$2,400-$2,400
Depreciation Depletion$2,300--$2,300
Fees for Services Legal$758$110-$868
Conferences and Meetings-$30-$30
Total Functional Expenses$160,001$122,399$0$282,400
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 A, Line 2

“Curtis griner, an officer, has a business relationship with matt magan (an officer and director).”

Form 990, Part VI, Section A, Line 8B

“No such committees existed during the year.”

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

“The vice president will review and address any open items with the tax preparer before circulating a copy of the return to the directors for their individual review and approval prior to filing.”

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

“Upon appointment, each director, principal officer and member of a committee with board delegated powers signs a statement which affirms that they have received a copy of the coi policy and agree to comply with it. Individuals are asked to reaffirm their understanding of the coi policy and disclose known conflicts, if any. If a conflict arises, the board will take steps to maintain independence.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Clt Impact Investors
EIN
86-3485624
Phone
7049999832
Address
1428 WAVERLY AVE, CHARLOTTE, NC 28203

Signing Officer

Name
Matthew Magan
Title
Vice President
Phone
7049999832
Signed
2025-11-13

Organization Details

Principal Officer
Matthew Magan
Formed
2021
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
4
Volunteers
5

Preparer

Firm
Lindsey J Jackson Pa
Address
6612 ELECTRA DR, RALEIGH, NC 27607
Preparer
Lindsey Jackson
Phone
9196066990
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Provide executive training and business ownership opportunities for non-traditional hires through pink's window services franchise.”

Raw XML Appendix377 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE EXECUTIVE TRAINING AND BUSINESS OWNERSHIP OPPORTUNITIES FOR NON-TRADITIONAL HIRES THROUGH PINK'S WINDOW SERVICES FRANCHISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURTIS GRINER, AN OFFICER, HAS A BUSINESS RELATIONSHIP WITH MATT MAGAN (AN OFFICER AND DIRECTOR).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO SUCH COMMITTEES EXISTED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VICE PRESIDENT WILL REVIEW AND ADDRESS ANY OPEN ITEMS WITH THE TAX PREPARER BEFORE CIRCULATING A COPY OF THE RETURN TO THE DIRECTORS FOR THEIR INDIVIDUAL REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON APPOINTMENT, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SIGNS A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE COI POLICY AND AGREE TO COMPLY WITH IT. INDIVIDUALS ARE ASKED TO REAFFIRM THEIR UNDERSTANDING OF THE COI POLICY AND DISCLOSE KNOWN CONFLICTS, IF ANY. IF A CONFLICT ARISES, THE BOARD WILL TAKE STEPS TO MAINTAIN INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CLT IMPACT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CHARLOTTE WINDOW SERVICES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0994261135
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt094247
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0EXECUTIVE TRAINING PROGRAM - WINDOW MAINTENANCE SERVICE BUSINESS
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt019775
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0436 E 36TH ST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0CHARLOTTE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd028205
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01166257
IRS990/TotalAssetsEOYAmt0914564
IRS990/TotalAssetsGrp/BOYAmt01166257
IRS990/TotalAssetsGrp/EOYAmt0914564
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160001
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282400
IRS990/TotalGrossUBIAmt034859
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt03594
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03594
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01166257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0910970
IRS990/TotalOtherCompensationAmt07967
IRS990/TotalProgramServiceExpensesAmt0160001
IRS990/TotalProgramServiceRevenueAmt019775
IRS990/TotalReportableCompFromOrgAmt0120433
IRS990/TotalRevenueGrp/ExclusionAmt016316
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051175
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt034859
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01166257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0914564
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt07591
IRS990/TravelGrp/ProgramServicesAmt018099
IRS990/TravelGrp/TotalAmt025690
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01428 WAVERLY AVE
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028203
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CLTIMPACT.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07049999832
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLT IMPACT INVESTORS
ReturnHeader/Filer/BusinessNameControlTxt0CLTI
ReturnHeader/Filer/EIN0863485624
ReturnHeader/Filer/PhoneNum07049999832
ReturnHeader/Filer/USAddress/AddressLine1Txt01428 WAVERLY AVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871993571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSEY J JACKSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06612 ELECTRA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09196066990
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSEY JACKSON
ReturnHeader/ReturnTs02025-11-13T12:41:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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