CAROLINAS CHAPTER - CMAA (EIN 521380260) - 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

2000

Legal Domicile

Principal Officer

JESSI REUTTER

Phone

8285531073

Tax Period

2023-11-01 to 2024-10-31

CAROLINAS CHAPTER - CMAA, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $478K in total revenue in fiscal year 2023. The organization ran a surplus of $95K, a strong 20% operating margin.

Mission

TO PROMOTE RELATIONSHIPS BETWEEN CLUB MANAGEMENT PROFESSIONALS AND OTHER SIMILAR PROFESSIONS; TO ENCOURAGE THE EDUCATION AND ADVANCEMENT OF MEMBERS; AND TO PROVIDE THE RESOURCES NEEDED FOR EFFICIENT AND SUCCESSFUL CLUB OPERATIONS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $474,710

Investment Income $2,815

Other Revenue $91

TOTAL REVENUE $477,616

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $239,307

Fundraising Expenses $0

Program Expenses $356,253

Other Expenses $141,765

TOTAL EXPENSES $383,072

Year-over-Year Comparison

	2023	2022	Change
Revenue	$477,616	$472,546	+0.0%
Expenses	$383,072	$508,452	-0.2%
Net Income	$94,544	$-35,906	-3.6%

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

$222,369

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IAN CAMPBELL	CHAIR	4.00	Officer Director	$0	$0	$0
JOSHUA PARIS	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JESSI REUTTER	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
NICKI SKIPPER	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES NOLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES HUGHES	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BISCHOFBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON DAWSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE SCOTT	MANAGING DIRECTOR	40.00	Officer	$60,550	$0	$60,550
ANGELA DEW	MEMBER SERVICES MANAGER	40.00	Officer	$70,355	$0	$70,355
PATRICIA CALDER	FMR MANAGING DIRECTOR	40.00	Officer	$80,715	$0	$80,715
CATHERINE MILLER	FMR MEMBER SERVICES MANAGER	40.00	Officer	$10,749	$0	$10,749

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	$477,616	$383,072	$468,777	$94,544
2023	$472,546	$508,452	$200,503	$-35,906
2022	$426,189	$441,350	$275,918	$-15,161
2021	$357,815	$359,438	$247,366	$-1,623
2020	$297,940	$303,430	$265,317	$-5,490
2019	$397,980	$416,835	$258,110	$-18,855
2018	$430,815	$459,103	$270,321	$-28,288

CAROLINAS CHAPTER - CMAA