Building Owners and Managers Association of Greater Charlotte (EIN 261415564) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Matt Burton

Phone

7045175756

Tax Period

2024-01-01 to 2024-12-31

Building Owners and Managers Association of Greater Charlotte, founded in 2007, is a small nonprofit that reported $260K in total revenue in fiscal year 2024. Expenses of $247K left a modest 5% surplus.

Mission

To advance a vibrant commercial real estate industry through advocacy, influence and knowledge.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $153,286

Program Service Revenue $96,305

Investment Income $0

Other Revenue $10,140

TOTAL REVENUE $259,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,318

Other Expenses $246,786

TOTAL EXPENSES $246,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,731	$261,255	0.0%
Expenses	$246,786	$241,571	+0.0%
Net Income	$12,945	$19,684	-0.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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
McKenzie Yates	Director	1.00	Director	$0	$0	$0
Matt Burton	President	4.00	Officer Director	$0	$0	$0
Heather Hopkins	Past President	2.00	Director	$0	$0	$0
Elizabeth Fulk	Director	3.00	Director	$0	$0	$0
James Hollins	Director	1.00	Director	$0	$0	$0
David Bowling	City Executive	2.00	Director	$0	$0	$0
Melinda Hopkins	Director	2.00	Director	$0	$0	$0
Blair Honigsbaum	President-Elect	2.00	Officer Director	$0	$0	$0
Donnie Robinson	Director	1.00	Director	$0	$0	$0
Amy Albright	Secretary-Treas	2.00	Officer 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
2024	$259,731	$246,786	$269,152	$12,945
2023	$261,255	$241,571	$138,267	$19,684
2022	$256,156	$248,982	$145,137	$7,174
2021	$252,264	$237,755	$114,410	$14,509
2019	$257,348	$241,777	$64,664	$15,571
2018	$218,315	$228,783	$36,171	$-10,468

Building Owners and Managers Association of Greater Charlotte