CHARLOTTE REGION COMMERCIAL BOARD … - Form 990 Financial Data

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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

Principal Officer

THERESA BURNETT

Phone

7043778982

Tax Period

2025-01-01 to 2025-12-31

CHARLOTTE REGION COMMERCIAL BOARD OF REALTORS INC, founded in 1993, is a small nonprofit that reported $675K in total revenue in fiscal year 2025.

Mission

OUR MISSION IS TO BE THE VOICE TO MAXIMIZE REGIONAL ECONOMIC OPPORTUNITIES THROUGH THE DELIVERY OF TECHNICAL SERVICES, EDUCATIONAL AND PROFESSIONAL ENRICHMENT, AND TARGETED MARKETING TO BENEFIT THE REGIONAL COMMERCIAL REAL ESTATE INDUSTRY. (CONTINUED ON SCHEDULE O).

Program Service Accomplishments

Program 1

Expenses: $105,525 Revenue: $80,033

EDUCATIONDURING THE YEAR, THE ORGANIZATION PROVIDED EDUCATION TO COMMERCIAL REAL ESTATE PROFESSIONALS TO BENEFIT THE REGIONAL COMMERCIAL REAL ESTATE INDUSTRY.

Program 2

Expenses: $192,155 Revenue: $97,771

PROGRAMSDURING THE YEAR, THE ORGANIZATION PROVIDED PROGRAMS AND SEMINARS TO KEEP MEMBERS INFORMED ON CURRENT ISSUES AND TO ALLOW INTERACTION AMONG MEMBERS.

Program 3

Expenses: $158,450 Revenue: $11,900

COMMUNICATIONSTHE ORGANIZATION PROVIDES A NEWSLETTER AND MAILINGS TO MEMBERS TO KEEP THEM ABREAST OF CURRENT ACTIONS OF THE ASSOCIATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $353,323

Program Service Revenue $287,524

Investment Income $33,884

Other Revenue $0

TOTAL REVENUE $674,731

Expense Breakdown

Grants Paid $520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $678,112

Other Expenses $682,268

TOTAL EXPENSES $682,788

Year-over-Year Comparison

	2025	2024	Change
Revenue	$674,731	$661,445	+0.0%
Expenses	$682,788	$641,219	+0.1%
Net Income	$-8,057	$20,226	-1.4%

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
THERESA BURNETT	EXECUTIVE VP	7.00	Officer Director	$0	$0	$0
RYAN THOMPSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ZACH MCLAREN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ALEX MANN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MACKENZIE MOSER	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT GREER	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHALL WILLIAMSON	IMMEDIATE PAST PRES.	5.00	Officer Director	$0	$0	$0
DONNA ADAMS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ANDRE COLLINS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KATIE CORRIE	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
RUSTY GIBBS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
PAISLEY GORDON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
REED GRIFFITH	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MIKE GRIPPO	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
WILLIAM HAYGOOD	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KEELY HINES	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
THOMAS HIPP	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ROSS HOWARD	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
CHANDLER KNOX	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ANDI PERETSMAN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
CLAIRE SHEALY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
FRANK SPROVIERO	DESIGNEE - IREM	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
2025	$674,731	$682,788	$1,043,473	$-8,057
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

CHARLOTTE REGION COMMERCIAL BOARD OF REALTORS INC