CHARLOTTE CENTER CITY PARTNERS (EIN 561247787) - 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

1978

Legal Domicile

Principal Officer

MICHAEL J SMITH

Phone

7043322227

Tax Period

2024-07-01 to 2025-06-30

CHARLOTTE CENTER CITY PARTNERS, founded in 1978, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $8.0M left a modest 3% surplus.

Mission

CHARLOTTE CENTER CITY PARTNERS IS RESPONSIBLE FOR THE ECONOMIC DEVELOPMENT AND VITALITY OF THE URBAN CORE.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,280,389

Investment Income $9,500

Other Revenue $0

TOTAL REVENUE $8,289,889

Expense Breakdown

Grants Paid $513,268

Salaries & Benefits $3,616,097

Fundraising Expenses $0

Program Expenses $6,451,561

Other Expenses $3,878,839

TOTAL EXPENSES $8,008,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,289,889	$7,269,384	+0.1%
Expenses	$8,008,204	$7,340,954	+0.1%
Net Income	$281,685	$-71,570	-4.9%

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

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

$1,040,446

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
MALCOMB COLEY	DIRECTOR	1.00	Director	$0	$0	$0
FRANK EMORY	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DUNLAP	DIRECTOR	1.00	Director	$0	$0	$0
ROB ENGEL	DIRECTOR	1.00	Director	$0	$0	$0
DR KANDI DEITEMEYER	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
DARRYL DEWBERRY	DIRECTOR	1.00	Director	$0	$0	$0
DENA DIORIO	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
MALCOLM GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
KEN HAYNES	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BOLAND	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS JONES	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
SAM JUDD	DIRECTOR	1.00	Director	$0	$0	$0
RUSS HUTCHINSON	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANI LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN NATWICK	DIRECTOR	1.00	Director	$0	$0	$0
TOM LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SHIMP	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BAGWELL	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
CATHY BESSANT	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
DAVID LONGO	DIRECTOR	1.00	Director	$0	$0	$0
NEELIMA SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
DR VALERIE KINLOCH	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
PAT RODGERS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS FINKE	DIRECTOR	1.00	Director	$0	$0	$0
DAN LUGO	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
DR CRYSTAL HILL	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
ANDREA SMITH	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
GAU GUPTE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MATHIEU	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
DR SHARON GABER	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
THOMAS MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
TRACY D DODSON	DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
ANNA S NELSON	DIRECTOR	1.00	Director	$0	$0	$0
SASHA WEINTRAUB	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM H ROGERS JR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DIANE MORAIS	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL SMITH	PRESIDENT/CEO	40.00	Officer	$549,628	$94,332	$643,960
MOIRA QUINN KLEIN	SR VP COMMUNICATION/COO	40.00	Officer	$183,235	$33,995	$217,230
ELENI SAUNDERS	CFO THRU 2.28.25	40.00	Officer	$147,897	$31,359	$179,256
CHERYL MYERS	SR VP PLANNING & DEVELOPME	40.00	Highest	$189,009	$23,187	$212,196
ROBERT KRUMBINE	SR VP PROGRAMMING & EVENTS	40.00	Highest	$188,735	$34,452	$223,187
RICHARD THURMOND	SR VP COMMUNITY DEVELOPMEN	40.00	Highest	$169,848	$43,813	$213,661
JAMES LABAR	SR VP ECONOMIC DEVELOPMENT	40.00	Highest	$164,256	$42,492	$206,748
PHILIP OTIENOBURU	SR VP COMMUNITY DEVELOPMEN	40.00	Highest	$138,722	$39,181	$177,903

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	$8,289,889	$8,008,204	$5,521,033	$281,685
2024	$7,269,384	$7,340,954	$5,133,298	$-71,570
2023	$7,170,981	$7,103,446	$5,362,645	$67,535
2022	$7,348,709	$6,938,174	$3,402,133	$410,535
2021	$6,164,890	$6,494,251	$3,090,178	$-329,361
2020	$6,764,268	$6,364,836	$3,308,515	$399,432
2019	$6,237,270	$5,475,394	$2,875,004	$761,876
2018	$4,838,448	$4,996,363	$2,107,366	$-157,915

CHARLOTTE CENTER CITY PARTNERS