CHARLOTTE REGION COMMERCIAL BOARD OF REALTORS INC

EIN: 561854637

CHARLOTTE, NC

Total Revenue
$595,131
Total Expenses
$641,785
Total Assets
$986,927
Net Assets
$602,030
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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
1993
Legal Domicile
NC
Principal Officer
THERESA BURNETT
Phone
7043778982
Tax Period
2023-01-01 to 2023-12-31

CHARLOTTE REGION COMMERCIAL BOARD OF REALTORS INC, founded in 1993, is a small nonprofit that reported $595K in total revenue in fiscal year 2023.

Mission

CRCBR IS THE STATE'S LARGEST AND MOST ACTIVE COMMERCIAL REAL ESTATE ASSOCIATION. MEMBERSHIP PROVIDES A PURPOSE, VISION, AND MISSION IN THE PROMOTION AND PROTECTION OF THE COMMERCIAL REAL ESTATE INDUSTRY. IT ALSO PROVIDES A MEANS FOR DEVELOPING LIFE-LONG AFFILIATIONS, AN OUTLET FOR COMMUNITY INVOLVEMENT AND A MEANS OF DEFENDING PRIVATE PROPERTY RIGHTS. SIGNIFICANT ACTIVITIES ARE EDUCATION, PROGRAMS, NETWORKING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $342,691
Program Service Revenue $231,961
Investment Income $20,479
Other Revenue $0
TOTAL REVENUE $595,131

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $641,785
Other Expenses $641,785
TOTAL EXPENSES $641,785

Year-over-Year Comparison

2023 2022 Change
Revenue $595,131 $559,453 +0.1%
Expenses $641,785 $582,168 +0.1%
Net Income $-46,654 $-22,715 +1.1%
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
23
Independent Members
23
Employees
N/A
Volunteers
23

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
7
$0
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COLLINS ANDRE DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
SPROVIERO FRANK DESIGNEE - IREM 1.00
Director
$0 $0 $0
ADAMS DONNA DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
FRANDANO PETER DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
KNOX CHANDLER DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
MCLAREN ZACHARY VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
SHAW ERIN DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
SOUTHARD VANCE DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
GRAY BRETT IMMEDIATE PAST PRESIDENT 5.00
Officer Director
$0 $0 $0
KENDALL KIMBERLY PRESIDENT 1.00
Officer Director
$0 $0 $0
THOMPSON RYAN TREASURER 5.00
Officer Director
$0 $0 $0
WILLIAMSON MARSHALL PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
HODGES WILLIAM DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
GORDON PAISLEY DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
GREER MATT DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
MARTIN TERRY DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
PERETSMAN ANDI DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
TANNEBERGER KARAH DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
TREBLE MATT SECRETARY 5.00
Officer Director
$0 $0 $0
BURNETT THERESA EXECUTIVE VP 7.00
Officer Director
$0 $0 $0
MANN ALEX DIRECTOR AT LARGE 1.00
Director
$0 $0 $0
MOSER MACKENZIE DESIGNEE - CCIM 1.00
Director
$0 $0 $0
GUIN TRIPP DESIGNEE - SIOR 1.00
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
2024 No data No data No data No data
2023 $595,131 $641,785 $986,927 $-46,654
2022 $559,453 $582,168 $944,162 $-22,715
2021 $514,533 $501,679 $1,171,500 $12,854
2020 $501,874 $510,898 $1,113,622 $-9,024
2019 $552,891 $555,387 $902,555 $-2,496
2018 $585,507 $586,546 $792,867 $-1,039
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