ENTREPRENEURS ORGANIZATION INC D/B/A EO CHARLOTTE (EIN 202777052) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

HEATHER KARRIKER

Phone

7045829367

Tax Period

2024-07-01 to 2025-06-30

ENTREPRENEURS ORGANIZATION INC D/B/A EO CHARLOTTE, founded in 1998, is a small nonprofit in the Education sector that reported $586K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $650K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ENGAGE LEADING CHARLOTTE ENTREPRENEURS TO LEARN AND GROW THROUGH DYNAMIC PEER-TO-PEER LEARNING, ONCE-IN-A-LIFETIME EXPERIENCES AND CONNECTIONS TO EXPERTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $497,418

Program Service Revenue $72,826

Investment Income $0

Other Revenue $15,773

TOTAL REVENUE $586,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,209

Fundraising Expenses $5,793

Program Expenses $536,868

Other Expenses $541,998

TOTAL EXPENSES $650,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$586,017	$709,565	-0.2%
Expenses	$650,207	$697,962	-0.1%
Net Income	$-64,190	$11,603	-6.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN DELANEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
TIM BAIER	PRESIDENT EL	N/A	Director	$0	$0	$0
ERIC FLANIGAN	MEMBERSHIP C	N/A	Director	$0	$0	$0
SCOTT EAST	MEMBERSHIP C	N/A	Director	$0	$0	$0
MARIO MENDIGANA	FORUM CHAIR	N/A	Director	$0	$0	$0
DALTON GASKIN	FORUM CC	N/A	Director	$0	$0	$0
SUSAN ROLLS	MEMBER ENGAG	N/A	Director	$0	$0	$0
GRADY FARMER	MEMBER ENGAG	N/A	Director	$0	$0	$0
CLAY REALE	FINANCE CHAI	N/A	Director	$0	$0	$0
JENI BUKOLT	MARCOMM CHAI	N/A	Director	$0	$0	$0
SHAWN WILFONG	EVENTS CHAIR	N/A	Director	$0	$0	$0
CHRIS MEHALIC	EVENTS CHAIR	N/A	Director	$0	$0	$0
JUAN CRUZ	COMM IMPACT	N/A	Director	$0	$0	$0
JOHN ELVINGTON	COMMUNITY IM	N/A	Director	$0	$0	$0
MIKE BRANNOCK	SAP CHAIR	N/A	Director	$0	$0	$0
RYAN SANDERSON	SAP CC	N/A	Director	$0	$0	$0
DAIN DULANEY	GOVERNANCE	N/A	Director	$0	$0	$0
RON SKUFCA	GOVERNANCE C	N/A	Director	$0	$0	$0
DAVID KOSTMAYER	PATH OF LEAD	N/A	Director	$0	$0	$0
SAICHELLE MCNEIL	ACCELERATOR	N/A	Director	$0	$0	$0
ROBERT FISH	STRATEGY CHA	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$586,017	$650,207	$821,106	$-64,190
2024	$709,565	$697,962	$679,719	$11,603
2022	$405,916	$437,564	$345,328	$-31,648
2021	$330,072	$224,298	$426,408	$105,774
2020	$313,707	$267,846	$241,058	$45,861
2019	$339,269	$282,733	$187,397	$56,536
2018	$328,184	$330,815	$117,541	$-2,631

ENTREPRENEURS ORGANIZATION INC D/B/A EO CHARLOTTE