Executives Association of Charlotte (EIN 561201832) - 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

1969

Legal Domicile

Phone

7045410042

Tax Period

2024-01-01 to 2024-12-31

Executives Association of Charlotte, founded in 1969, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

The program purpose is to increase Members business through interchange of leads, referrals, and other business with Members.

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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 $0

Program Service Revenue $104,045

Investment Income $767

Other Revenue $0

TOTAL REVENUE $104,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,400

Fundraising Expenses $0

Program Expenses $102,018

Other Expenses $75,618

TOTAL EXPENSES $102,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,812	$96,743	+0.1%
Expenses	$102,018	$100,232	+0.0%
Net Income	$2,794	$-3,489	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Alice Joyce	General Member	Director	$0	$0	$0
Bob Miklosko	General Member	Director	$0	$0	$0
Dan Shane	General Member	Director	$0	$0	$0
Kenneth Padgett	General Member	Director	$0	$0	$0
Joe Diazzo	General Member	Director	$0	$0	$0
Mark Metzger	General Member	Director	$0	$0	$0
Harold Moore	General Member	Director	$0	$0	$0
Bruce Frizen	General Member	Director	$0	$0	$0
Tim Manuel	President	Officer Director	$0	$0	$0
Tracy Bowers	1st Vice President	Officer Director	$0	$0	$0
Chris Sellers	2nd Vice President	Officer Director	$0	$0	$0
Matt Frazier	Treasurer	Officer Director	$0	$0	$0
Lisa Jordan	Chapter Administrator	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	$104,812	$102,018	$44,806	$2,794
2023	No data	No data	No data	No data
2022	$70,060	$73,381	$45,500	$-3,321
2021	$73,602	$77,200	$49,791	$-3,598
2020	$66,215	$52,585	$52,419	$13,630
2019	$93,874	$99,138	$38,791	$-5,264
2018	$134,316	$124,662	$46,125	$9,654

Executives Association of Charlotte