Carolinas Chapter of CoreNet Global (EIN 454557001) - 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

2012

Legal Domicile

Principal Officer

Sean ONeill

Phone

7049407390

Tax Period

2023-01-01 to 2023-12-31

Carolinas Chapter of CoreNet Global, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $416K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

THE MISSION OF THE CAROLINAS CHAPTER IS TO CONNECT GROUPS OF PROFESSIONALS, END USERS AND SERVICE PROVIDERS IN ORDER TO ADVANCE KNOWLEDGE, PROMOTE PERSONAL EXCELLENCE AND ADD VALUE TO EACH INDIVIDUAL AND THEIR RESPECTIVE ENTERPRISES. OUR CHAPTER ACCOMPLISHES OUR MISSION THROUGH FACILITATING AND SPONSORING A VARIETY OF DIVERSIFIED PROGRAMS THAT PROVIDE MEMBERS EDUCATIONAL AND NETWORKING 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,485

Program Service Revenue $384,400

Investment Income $922

Other Revenue $0

TOTAL REVENUE $415,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,140

Other Expenses $425,828

TOTAL EXPENSES $425,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,807	$460,172	-0.1%
Expenses	$425,828	$583,534	-0.3%
Net Income	$-10,021	$-123,362	-0.9%

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
Ivory Johnson	Director	5.00	Director	$0	$0	$0
Brad Divins	Vice President	10.00	Officer Director	$0	$0	$0
Jenna Geigerman	Past President	5.00	Officer Director	$0	$0	$0
Sean ONeill	President	10.00	Officer Director	$0	$0	$0
Heather Stonebraker	Director	5.00	Director	$0	$0	$0
Camille Lahey	Director	5.00	Director	$0	$0	$0
John Christenbury	Treasurer	5.00	Director	$0	$0	$0
Frank Wiseman	Secretary	5.00	Officer Director	$0	$0	$0
Brandon Lane	Director	5.00	Director	$0	$0	$0
Alison Volckens	Director	5.00	Director	$0	$0	$0
Tony Perez	Director	5.00	Director	$0	$0	$0
Christy Bennett	Director	5.00	Director	$0	$0	$0
Cat Cotman	Director	5.00	Director	$0	$0	$0
Jason Dodd	President	10.00	Officer Director	$0	$0	$0
Ben Bailey	Secretary	10.00	Officer Director	$0	$0	$0
Meghan Caldwell	Director	5.00	Director	$0	$0	$0
Blake Martin	Director	5.00	Director	$0	$0	$0
Paul Read	Treasurer	5.00	Officer Director	$0	$0	$0
Toya Everett	Director	5.00	Director	$0	$0	$0
Anna DeShazier	Director	10.00	Director	$0	$0	$0
Elizabeth Romano	Director	5.00	Director	$0	$0	$0
Ashley Hall	Director	5.00	Director	$0	$0	$0
Matt Racher	Director	5.00	Director	$0	$0	$0
John Leddy	Director	5.00	Director	$0	$0	$0
Amy Davis	Director	5.00	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
2023	$415,807	$425,828	$170,628	$-10,021
2022	$460,172	$583,534	$223,443	$-123,362
2021	$257,573	$250,258	$419,306	$7,315
2019	$459,772	$420,518	$255,360	$39,254
2018	$388,578	$363,810	$250,320	$24,768

Carolinas Chapter of CoreNet Global