CREW CHARLOTTE INC

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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

2001

Legal Domicile

Principal Officer

STACIA NEUGENT

Phone

7043329008

Tax Period

2023-01-01 to 2023-12-31

CREW CHARLOTTE INC, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $474K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 16% operating margin.

Mission

TO TRANSFORM THE COMMERCIAL REAL ESTATE INDUSTRY BY ACCELERATING THE ADVANCEMENT OF WOMEN.

Program Service Accomplishments

Program 1

MEETINGS - CREW AIMS TO FACILITATE THE EXCHANGE OF INFORMATION AND IDEAS CONCERNING THE COMMERCIAL REAL ESTATE INDUSTRY. THIS IS DONE THROUGH BUSINESS NETWORKING LUNCH MEETINGS AND AFTER-HOURS...

MEETINGS - CREW AIMS TO FACILITATE THE EXCHANGE OF INFORMATION AND IDEAS CONCERNING THE COMMERCIAL REAL ESTATE INDUSTRY. THIS IS DONE THROUGH BUSINESS NETWORKING LUNCH MEETINGS AND AFTER-HOURS PROGRAMS WITH TOPICAL SPEAKERS. OVER 400 MEMBERS.

Program 2

ALPHABET SOUP NETWORKING EVENT- ABC NETWORKING IS CREW'S ANNUAL FUNDRAISING EVENT THAT BROUGHT TOGETHER INFLUENTIAL REAL ESTATE PROFESSIONALS TO HELP RAISE MONEY FOR SCHOLARSHIPS FOR UNC CHARLOTTE...

ALPHABET SOUP NETWORKING EVENT- ABC NETWORKING IS CREW'S ANNUAL FUNDRAISING EVENT THAT BROUGHT TOGETHER INFLUENTIAL REAL ESTATE PROFESSIONALS TO HELP RAISE MONEY FOR SCHOLARSHIPS FOR UNC CHARLOTTE, QUEENS UNIVERSITY, WINTHROP UNIVERSITY, JOHNSON C SMITH UNIVERSITY, AND CREW NETWORK FOUNDATION.

Program 3

AUTHENTIC LEADERSHIP PROGRAM - THE AUTHENTIC LEADERSHIP PROGRAM GUIDES PROFESSIONAL WOMEN ON AN INTENSIVE JOURNEY THROUGH SELF-DISCOVERY, ARMING THEM WITH TOOLS TO ACHIEVE THEIR FULL AUTHENTIC...

AUTHENTIC LEADERSHIP PROGRAM - THE AUTHENTIC LEADERSHIP PROGRAM GUIDES PROFESSIONAL WOMEN ON AN INTENSIVE JOURNEY THROUGH SELF-DISCOVERY, ARMING THEM WITH TOOLS TO ACHIEVE THEIR FULL AUTHENTIC LEADERSHIP POTENTIAL. USING GALLUP'S CLIFTONSTRENGTHS ASSESSMENT, THE DYNAMIC PROGRAM WILL TEACH PARTICIPANTS HOW TO UNDERSTAND AND USE THEIR STRENGTHS, DEVELOP THEIR OWN AUTHENTIC LEADERSHIP STYLES, REFINE THEIR PERSONAL AND PROFESSIONAL VISIONS, AND CULTIVATE THEIR FULL LEADERSHIP POTENTIAL. THIS UNIQUE PROGRAM HAS BEEN SPECIFICALLY DESIGNED FOR TRANSPARENT AND NEST LEADERSHIP, AND WILL INCLUDE TARGETED FOCUS ON: CLARITY OF AUTHENTIC SELF; MANAGE CONFLICT AND NEGOTIATION COACH AND MENTOR; NAVIGATE WORKPLACE CHALLENGES AND OPPORTUNITIES; LEADERSHIP ABILITY AND KNOWLEDGE; PERSONAL CHANGE, COURAGE, AND RESILIENCE.

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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 $420,993

Investment Income $11,740

Other Revenue $41,004

TOTAL REVENUE $473,737

Expense Breakdown

Grants Paid $39,960

Salaries & Benefits $103,107

Fundraising Expenses $0

Other Expenses $257,072

TOTAL EXPENSES $400,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$473,737	$358,323	+0.3%
Expenses	$400,139	$367,598	+0.1%
Net Income	$73,598	$-9,275	-8.9%

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

137

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

$104,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI COMMANDER	DIRECTOR	2.00	Director	$0	$0	$0
SCARLETT POWELL	DIRECTOR	2.00	Director	$0	$0	$0
MELLISSA OLIVER	DIRECTOR	2.00	Director	$0	$0	$0
ROB PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
NIKKI THORNTON	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE MOORE	DIRECTOR	2.00	Director	$0	$0	$0
MYRANDA SIEVERDING	DIRECTOR	2.00	Director	$0	$0	$0
LISA VOGEL	DIRECTOR	2.00	Director	$0	$0	$0
KEIKO PACE	SECRETARY	2.00	Officer Director	$0	$0	$0
VIRGINIA LUTHER	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE BARKER	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
STACIA NEUGENT	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY WILKEN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
PATTY DRUMMOND	EXECUTIVE DIRECTOR	40.00	Officer	$104,044	$0	$104,044

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	$473,737	$400,139	$570,875	$73,598
2022	$358,323	$367,598	$506,225	$-9,275
2021	$306,347	$288,990	$508,025	$17,357
2020	$295,590	$192,133	$487,865	$103,457
2019	$408,010	$351,518	$411,768	$56,492
2018	$386,304	$310,671	$397,561	$75,633