North Carolina Treasury Management Association
Nonprofit profile at a glance
- EIN
- 561416975
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2009
- Location
- Raleigh, NC, USA
- Phone
- 9102980496
- Rating
- 37
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $89,409
- Expenses
- $96,258
- Assets
- $162,756
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- CRAIG LIBMAN (PRESIDENT)
- BRENDAN KEARNS (VICE PRESIDENT)
People named in this filing
- CRAIG LIBMAN (PRESIDENT)
- BRENDAN KEARNS (VICE PRESIDENT)
- JOSH MCCOY (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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The North Carolina treasury management association is a non-profit organization for treasury professionals. The association provides an opportunity for its members to meet regularly to exchange ideas and information in an interactive forum featuring national, regional and local speakers on relevant topics. All educational activities are structured to provide relevant information for a person entering the field as well as the more experienced treasury professional.
What it reported doing in 2024
Organizing and hosting virtual North Carolina treasury management association membership meetings that offer ctp, cpe and fp&a education credits.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 1
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 1.1%; rating input score 1
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.7%; rating input score 33; 33rd percentile among comparable filings
- Total-asset coverage ratio: 1.69; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -6.8% per year; rating input score 0; 30th percentile among comparable filings
- Asset growth: 4.3% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 1.1% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 1/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 33/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.