Charlotte Area SHRM
Nonprofit profile at a glance
- EIN
- 561412117
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990 2012, Form 990-EZ 2025
- Location
- Charlotte, NC, USA
- Phone
- 7045534635
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $89,965
- Expenses
- $112,219
- Assets
- $52,923
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Monte Garrett (President)
- Lanelle Carr (President Elect)
- Alex Wilson (Past President)
People named in this filing
- Monte Garrett (President)
- Lanelle Carr (President Elect)
- Edmund Walker (Treasurer)
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
Promotional/Professional Development of Personnel Administrators.
What it reported doing in 2025
Conducted dinner meetings and seminars on subjects related to the human resources profession.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 82
- Sustainability: 24
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 82.6%; rating input score 83
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -24.7%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 0.47; rating input score 30; 30th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0% per year; rating input score 100; 48th percentile among comparable filings
- Revenue growth: -1.4% per year; rating input score 0; 44th percentile among comparable filings
- Asset growth: -0.3% per year; rating input score 0; 37th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 82.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $93K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 12 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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.
- High — Sustainability: Operating margin scored 19/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.