AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT Dba ATD Charlotte Area Chapter
Nonprofit profile at a glance
- EIN
- 561187422
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2009
- Location
- Huntersville, NC, USA
- Phone
- 7048834088
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $28,764
- Expenses
- $28,851
- Assets
- $51,465
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- Tony Devine (President)
- Catrina Murray (President Elect)
- Scott Chatelain (Past President)
People named in this filing
- Tony Devine (President)
- Catrina Murray (President Elect)
- Scott Chatelain (Past President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To elevate the knowledge and skills of Talent Development Professionals by providing highly educational, engaging, impactful and actionable learning experiences.
What it reported doing in 2025
Monthly Chapter Meetings are offered to our local members and community guests in the field of training and development. In 2025, we offered monthly in person meetings to members & guests and hosted multiple virtual lunch & learn sessions throughout the year. We averaged 50+ members and guests per meeting which we offer 11 times per year, not including December. Our meetings include a time of networking followed by a program with a local or national speaker to provide training and insight for local trainers and leaders in the training and development community. Expenses this year included speaker gifts, meeting meals, supplies & an annual survey give away.
Operating model
- Revenue model
- Membership-supported. 74% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 35
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 34.6%; rating input score 35
- Program expense ratio: 34.5%; rating input score 35
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -0.3%; rating input score 41; 41st percentile among comparable filings
- Total-asset coverage ratio: 1.78; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 21.7%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: -21.2% per year; rating input score 0; 18th percentile among comparable filings
- Revenue growth: -1.8% per year; rating input score 0; 43rd percentile among comparable filings
- Asset growth: -2.9% per year; rating input score 0; 29th percentile among comparable filings
Details
- Where the money goes: 34.6% of revenue deployed · 34.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $10K in reported program spending
- Leadership: top reported pay $0 · 16 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2018 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
- Moderate — Financial Efficiency: Program expense ratio scored 35/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 41/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 8/100.