NAIOP CHARLOTTE CHAPTER (EIN 561998642) - 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

1982

Legal Domicile

Principal Officer

BOBBI JO LAZARUS

Phone

7049407383

Tax Period

2023-01-01 to 2023-12-31

NAIOP CHARLOTTE CHAPTER, founded in 1982, is a small nonprofit that reported $329K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

NAIOP IS THE NATION'S LEADING TRADE ORGANIZATION DEDICATED TO REPRESENTING INDUSTRIAL, OFFICE, RETAIL AND RELATED COMMERCIAL REAL ESTATE. NAIOP PROVIDES NETWORKING OPPORTUNITIES FOR INDUSTRIAL AND OFFICE PROFESSIONALS WHICH ENABLES THEM TO SHARE, ADDRESS AND TAKE ADVANTAGE OF EMERGING TRENDS AND BUSINESS OPPORTUNITIES.

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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 $0

Program Service Revenue $275,476

Investment Income $5,044

Other Revenue $48,532

TOTAL REVENUE $329,052

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $322,252

TOTAL EXPENSES $324,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,052	$298,882	+0.1%
Expenses	$324,752	$152,880	+1.1%
Net Income	$4,300	$146,002	-1.0%

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
GEORGE WELCH LILES	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN MCCLURE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN MELVIN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
BOBBI JO LAZARUS	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK PIERCE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CALEB PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
ELISE FALLS	DIRECTOR	0.50	Director	$0	$0	$0
KEN JONMAIRE	SECRETARY	0.50	Officer Director	$0	$0	$0
LAWRENCE SHAHEEN	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET HOUSTON	DEVELOPING LEADERS	0.50	Director	$0	$0	$0
MARY KATHERINE STUKES	DIRECTOR	0.50	Director	$0	$0	$0
NICK MATUS	MEMBERSHIP	0.50	Director	$0	$0	$0
PAXTON HOLLAR	DIRECTOR	0.50	Director	$0	$0	$0
ROB NANFELT	EX OFFICIO	0.50	Director	$0	$0	$0
JASON MOORE	EX OFFICIO	0.50	Director	$0	$0	$0
KIPLAN WOMACK	EX OFFICIO	0.50	Director	$0	$0	$0
TODD SUMMERFIELD	DIRECTOR	0.50	Director	$0	$0	$0
ALYSON CRAIG	DIRECTOR	0.50	Director	$0	$0	$0
SAGAR RATHIE	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$329,052	$324,752	$447,275	$4,300
2022	$298,882	$152,880	$440,102	$146,002
2021	$177,070	$113,164	$294,100	$63,906
2020	$143,450	$129,814	$230,194	$13,636
2019	$287,908	$201,249	$216,558	$86,659
2018	$154,677	$115,116	$129,899	$39,561

NAIOP CHARLOTTE CHAPTER