Building Owners and Managers Assoc… - Form 990 Financial Data

🔒

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

2007

Legal Domicile

Principal Officer

Amy Albright

Phone

7045175756

Tax Period

2025-01-01 to 2025-12-31

Building Owners and Managers Association of Greater Charlotte, founded in 2007, is a small nonprofit that reported $317K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 16% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $199,150

Monthly luncheons:Monthly luncheons with speakers from different areas of expertise to provide education and advocacy updates.Annual Meeting & Conference:Each fall the Association holds an annual...

Monthly luncheons:Monthly luncheons with speakers from different areas of expertise to provide education and advocacy updates.Annual Meeting & Conference:Each fall the Association holds an annual meeting & conference. The annual meeting includes reports, voting on the budget, nominations & elections. Educational opportunities are available to the members through break out sessions.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $191,690

Program Service Revenue $116,734

Investment Income $2,792

Other Revenue $5,438

TOTAL REVENUE $316,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,150

Other Expenses $266,647

TOTAL EXPENSES $266,647

Year-over-Year Comparison

	2025	2024	Change
Revenue	$316,654	$259,731	+0.2%
Expenses	$266,647	$246,786	+0.1%
Net Income	$50,007	$12,945	+2.9%

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

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
Heather Hopkins	President	4.00	Officer Director	$0	$0	$0
Amy Albright	President-Elect	2.00	Officer Director	$0	$0	$0
James Hollins	Secretary-Treas	4.00	Officer Director	$0	$0	$0
Matt Burton	Past President	1.00	Director	$0	$0	$0
Melinda Hopkins	Director	2.00	Director	$0	$0	$0
Donnie Robinson	Director	1.00	Director	$0	$0	$0
Mackenzie Yates	Director	2.00	Director	$0	$0	$0
Elizabeth Fulk	Director	4.00	Director	$0	$0	$0
David Bowling	Director	1.00	Director	$0	$0	$0
Caroline Turner	City Executive	2.00	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	$316,654	$266,647	$312,297	$50,007
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