AIA CHARLOTTE A SECTION OF THE NC CHAPTER AMERICAN INSTITUTE ARCHITECTS (EIN 561943398) - 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

2003

Legal Domicile

Principal Officer

CAROL BACON

Phone

7043692302

Tax Period

2023-01-01 to 2023-12-31

AIA CHARLOTTE A SECTION OF THE NC CHAPTER AMERICAN INSTITUTE ARCHITECTS, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $320K in total revenue in fiscal year 2023. Expenses of $310K left a modest 3% surplus.

Mission

AIA CHARLOTTE HAS A RICH HISTORY OF INVOLVEMENT IN COMMUNITY DESIGN AND SOCIAL ISSUES. THE 12 COUNTY GROUP UTILIZES A VOLUNTEER COMMITTEE STRUCTURE TO FOCUS ON AREAS OF CONCERN FOR OUR REGION, INCLUDING SUSTAINABLE (OR "GREEN") DESIGN PRACTICES, COMMUNITY OUTREACH, DESIGN EDUCATION, AND THE DEVELOPMENT OF EMERGING PROFESSIONALS. IN PROVIDING THESE OPPORTUNITIES FOR INVOLVEMENT, THE PRESENTATION OF A DIVERSE AND DEDICATED AIA CHARLOTTE EMPHASIZES THE ROLE OF ARCHITECTS AS ADVOCATES FOR A STRONGER COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $254,030

Program Service Revenue $40,339

Investment Income $15,144

Other Revenue $10,930

TOTAL REVENUE $320,443

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $121,260

Fundraising Expenses $0

Other Expenses $174,953

TOTAL EXPENSES $310,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$320,443	$323,510	0.0%
Expenses	$310,213	$374,937	-0.2%
Net Income	$10,230	$-51,427	-1.2%

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

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

$113,131

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC MANACK	PRESIDENT	5.00	Officer Director	$0	$0	$0
NATASHA EDWARDS	SECRETARY	5.00	Officer Director	$0	$0	$0
CAROL BACON	TREASURER	5.00	Officer Director	$0	$0	$0
JANA HARTENSTINE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
ANNA ANKLIN	OUTREACH DIRECTOR	3.00	Director	$0	$0	$0
KRISTEN LOCKE	ASSOCIATE DIRECTOR	3.00	Director	$0	$0	$0
ELIZABETH RICHARDSON	OUTREACH DIRECTOR	3.00	Director	$0	$0	$0
MARCUS THOMAS	YAF DIRECTOR	3.00	Director	$0	$0	$0
PEDRO PINERA	KNOWLEDGE DIRECTOR	3.00	Director	$0	$0	$0
TAYLOR JARRELL	PROGRAMS DIRECTOR	3.00	Director	$0	$0	$0
KATHLEEN SHELTON	EXECUTIVE DIRECTOR	45.00	Officer	$93,000	$20,131	$113,131

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	$320,443	$310,213	$399,818	$10,230
2022	$323,510	$374,937	$358,622	$-51,427
2021	$313,843	$204,889	$484,551	$108,954
2020	$250,870	$225,719	$406,887	$25,151
2019	$342,651	$323,193	$377,768	$19,458
2018	$350,467	$279,769	$340,641	$70,698

AIA CHARLOTTE A SECTION OF THE NC CHAPTER AMERICAN INSTITUTE ARCHITECTS