Community Matters Insurance Partners of Charlotte

EIN: 453641452 501(c)(3) Human Services

Charlotte, NC

Total Revenue
$214,533
Total Expenses
$103,446
Total Assets
$117,852
Net Assets
$117,852
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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
2011
Legal Domicile
NC
Principal Officer
John Tighe
Phone
7045223256
Tax Period
2022-01-01 to 2022-12-31

Community Matters Insurance Partners of Charlotte, founded in 2011, is a small nonprofit in the Human Services sector that reported $215K in total revenue in fiscal year 2022. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 52% operating margin.

Mission

COMMUNITY MATTERS IS A VOLUNTEER DRIVEN NONPROFIT THAT PROVIDES UNIQUE PHILANTHROPIC OPPORTUNITIES

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $221,020
Program Service Revenue $0
Investment Income $0
Other Revenue $-6,487
TOTAL REVENUE $214,533

Expense Breakdown

Grants Paid $95,800
Salaries & Benefits $0
Fundraising Expenses $2,213
Program Expenses $95,800
Other Expenses $7,646
TOTAL EXPENSES $103,446

Year-over-Year Comparison

2022 2021 Change
Revenue $214,533 $73,291 +1.9%
Expenses $103,446 $75,971 +0.4%
Net Income $111,087 $-2,680 -42.5%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
N/A

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
11
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN TIGHE Director and Chairman 1.75
Officer Director
$0 $0 $0
STEVE DECARLO Director and Vice Chairman 1.75
Officer Director
$0 $0 $0
TOM LOTT Director and Vice Chairman 1.75
Officer Director
$0 $0 $0
ANGELA MATHERLY Director and Vice Chairman 1.75
Officer Director
$0 $0 $0
JOSH AMMONS Director and Vice President 1.75
Officer Director
$0 $0 $0
KEDAR BRYAN Director and Vice President 1.75
Officer Director
$0 $0 $0
MELANIE HUDSON Director and Vice President 1.75
Officer Director
$0 $0 $0
MICHELLE BISSINGER Director 1.75
Officer Director
$0 $0 $0
GWYN FULLER Assistant Treasurer 1.75
Officer
$0 $0 $0
LINDA PETTIGREW Secretary 1.75
Officer
$0 $0 $0
ANGELA HIGBEA Treasurer 1.75
Officer
$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 No data No data No data No data
2023 No data No data No data No data
2022 $214,533 $103,446 $117,852 $111,087
2021 $73,291 $75,971 $6,765 $-2,680
2020 $163,607 $168,832 $19,445 $-5,225
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