Form 990 for tax year 2022
Filed by CHARLOTTE REGIONAL REALTOR ASSOC HOUSING OPPORTUNITY FOUNDATI.
Totals
- Total revenue
- $509,469
- Total expenses
- $458,942
- Contributions and grants received
- $518,456
- Grants paid
- $130,445
- Program service revenue
- $0
- Investment income
- $229
- Other revenue
- -$9,216
- Total assets, end of year
- $1,940,924
- Total liabilities, end of year
- $136,742
- Net assets or fund balances, end of year
- $1,804,182
- Program services expenses (Part IX)
- $346,741
- Management and general expenses
- $26,158
- Fundraising expenses
- $86,043
- Program service expenses (Part III)
- $346,741
Program services were 75.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$92,534
-
1d · Related organizations
$284,409
-
1f · All other contributions, gifts and grants
$141,513
-
1g · Noncash contributions included above
$42,982
-
3 · Investment income
total $229 · excluded $229
-
8a · Fundraising events: gross income
$50,016
-
8a · Fundraising events: contributions included on line 1c
$92,534
-
8b · Fundraising events: direct expenses
$59,232
-
8c · Net income from fundraising events
total -$9,216 · excluded -$9,216
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $130,445 · program services $130,445
-
11a · Fees: management
total $235,545 · program services $151,190 · management and general $19,891 · fundraising $64,464
-
13 · Office expenses
total $6,954 · management and general $695 · fundraising $6,259
-
16 · Occupancy
total $6,000 · program services $3,851 · management and general $507 · fundraising $1,642
-
19 · Conferences, conventions and meetings
total $223 · management and general $223
-
24a · Other expenses: SHARED SERVICES EXPENSE
total $48,864 · program services $31,365 · management and general $4,126 · fundraising $13,373
-
24b · Other expenses: PROGRAM EVENTS
total $29,707 · program services $29,707
-
24e · All other expenses
total $1,204 · program services $183 · management and general $716 · fundraising $305
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $804,096 · end of year $875,310
-
15 · Other assets
beginning of year $1,206,368 · end of year $1,065,614
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $158
-
19 · Deferred revenue
beginning of year $0 · end of year $900
-
25 · Other liabilities
beginning of year $116,055 · end of year $135,684
-
27 · Net assets without donor restrictions
beginning of year $1,321,596 · end of year $1,225,138
-
28 · Net assets with donor restrictions
beginning of year $572,813 · end of year $579,044
Mission and programs · 2022
Mission
CANOPY HOUSING FOUNDATION IS THE CHARITABLE ARM OF THE CANOPY REALTOR ASSOCIATION AND ACTIVELY SUPPORTS THE FULL HOUSING CONTINUUM FROM HOMELESSNESS TO HOMEOWNERSHIP; PROMOTES AFFORDABLE HOMEOWNERSHIP; PROVIDES FUNDING TO CREATE HOUSING OPPORTUNITIES; AND POSITIONS AND DEVELOPS REALTORS AS LEADERS IN PHILANTHROPIC ACTIVITIES.
Activities or mission (Part I)
REALTORS CREATING HOUSING OPPORTUNITIES THROUGH ADVOCACY, EDUCATION, FUNDING AND LEADERSHIP.
-
REALTORS (R) CARE DAY IS AN ANNUAL COMMUNITY SERVICE PROJECT COORDINATED BY THE FOUNDATION WHERE APPROXIMATELY 400 REALTOR VOLUNTEERS WORKED TO PROVIDE CRITICAL HOME REPAIRS FOR 15 HOMES AND FACILITIES IN MECKLENBURG, IREDELL AND HAYWOOD COUNTIES ON APRIL 29TH, 2022. INCLUDED IN THE PROJECT WERE REPAIRS MADE TO THE FACILITIES OF THREE NON-PROFIT AGENCIES: HOPE HAVEN AND MCCREESH PLACE IN CHARLOTTE, NC AND CHILDREN'S HOPE ALLIANCE IN TROUTMAN, NC. IN ADDITION, TWO SEPARATE FOOD DRIVES WERE HELD IN CONJUNCTION WITH THE PROJECT WITH ALMOST 8,000 LBS OF FOOD COLLECTED FOR AREA FOOD PANTRIES. IN SELECTING WORK SITES, THE FOUNDATION WORKS WITH LOCAL HOUSING PARTNERS AND LOCAL MUNICIPALITIES TO IDENTIFY ELIGIBLE HOMEOWNERS, WHO THEN GO THROUGH A DETAILED APPLICATION AND VERIFICATION PROCESS. SINCE ITS INCEPTION 13 YEARS AGO, THIS PROJECT HAS ASSISTED 300 FAMILIES AND NON-PROFIT ORGANIZATIONS.
Expenses $214,448
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $92,848 · Grants $91,000
-
STRIDES FOR SHELTER 5K RUN / WALK IS PRESENTED BY THE CANOPY HOUSING FOUNDATION ANNUALLY AND IS DEDICATED TO MEETING THE NEEDS OF THE LOCAL HOMELESS COMMUNITY. THE RACE HAS GENERATED OVER $130,000 THAT HAS BEEN RETURNED TO THE COMMUNITY FOR HOMELESS INITIATIVES SINCE ITS INCEPTION. PROCEEDS OF $39,444.97 FROM THE 2022 STRIDES FOR SHELTER 5K RUN / WALK WERE DONATED TO THE CHARLOTTE RESCUE MISSION. THE CHARLOTTE RESCUE MISSION SERVES THOSE AT THE INTERSECTION OF HOMELESSNESS AND ADDICTION THROUGH HOUSING, COUNSELING, FITNESS, AND EDUCATIONAL PROGRAMS. RACE PROCEEDS WERE USED TOWARD NEEDED RENOVATIONS TO THEIR FACILITY.
Expenses $39,445 · Grants $39,445
-
THE FOUNDATION PROVIDES VARIOUS EDUCATIONAL PROGRAMS. THE WORKFORCE HOUSING CERTIFICATE PROGRAM (WHCP) EDUCATES REALTORS TO WORK WITH FIRST-TIME BUYERS AND CLIENTS PURCHASING IN THE AFFORDABLE PRICE RANGE (UP TO 80% OF MEDIAN INCOME) AND HELPS THE PUBLIC MORE READILY IDENTIFY REALTORS WHO HAVE ACQUIRED THE EDUCATION AND SKILLS TO CONDUCT REAL ESTATE TRANSACTIONS IN THE WORKFORCE-HOUSING MARKET.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Lee AllenLEE ALLEN
PRESIDENT
- Total calculated
- $13,420
- From this org
- $0
- From related orgs
- $12,000
- Other
- $1,420
- Hours/week
- 0.5 + 9.5 related
-
Charisma Dockery SmithCHARISMA DOCKERY SMITH
SECRETARY
- Total calculated
- $3,180
- From this org
- $0
- From related orgs
- $2,000
- Other
- $1,180
- Hours/week
- 0.5 + 9.5 related
-
Justin CkezepisJUSTIN CKEZEPIS
DIRECTOR
- Total calculated
- $1,420
- From this org
- $0
- From related orgs
- $0
- Other
- $1,420
- Hours/week
- 0.5 + 1.5 related
-
Joan GoodeJOAN GOODE
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Tiffany JohannesTIFFANY JOHANNES
PRESIDENT-ELECT
- Total calculated
- $3,420
- From this org
- $0
- From related orgs
- $2,000
- Other
- $1,420
- Hours/week
- 0.5 + 9.5 related
-
David KennedyDAVID KENNEDY
PAST PRESIDENT
- Total calculated
- $10,180
- From this org
- $0
- From related orgs
- $9,000
- Other
- $1,180
- Hours/week
- 0.5 + 9.5 related
-
Geena FieGEENA FIE
TREASURER
- Total calculated
- $3,420
- From this org
- $0
- From related orgs
- $2,000
- Other
- $1,420
- Hours/week
- 0.5 + 9.5 related
-
Maren Brisson-KuesterMAREN BRISSON-KUESTER
DIRECTOR
- Total calculated
- $1,240
- From this org
- $0
- From related orgs
- $0
- Other
- $1,240
- Hours/week
- 0.5 + 1.5 related
-
Jason MortonJASON MORTON
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Tanya BrownTANYA BROWN
DIRECTOR
- Total calculated
- $1,240
- From this org
- $0
- From related orgs
- $0
- Other
- $1,240
- Hours/week
- 0.5 + 1.5 related
-
David DealDAVID DEAL
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Brenda HaydenBRENDA HAYDEN
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Sallie MyrickSALLIE MYRICK
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Brian CagleBRIAN CAGLE
DIRECTOR
- Total calculated
- $1,420
- From this org
- $0
- From related orgs
- $0
- Other
- $1,420
- Hours/week
- 0.5 + 1.5 related
-
Jennifer FronteraJENNIFER FRONTERA
DIRECTOR
- Total calculated
- $1,180
- From this org
- $0
- From related orgs
- $0
- Other
- $1,180
- Hours/week
- 0.5 + 1.5 related
-
Alma JacobsALMA JACOBS
DIRECTOR
- Total calculated
- $520
- From this org
- $0
- From related orgs
- $0
- Other
- $520
- Hours/week
- 0.5 + 1.5 related
-
Julie PorterJULIE PORTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rick JudsonRICK JUDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Anne Marie DecatsyeANNE MARIE DECATSYE
CEO
- Total calculated
- $487,314
- From this org
- $0
- From related orgs
- $434,174
- Other
- $53,140
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $393,024 related
- Bonus
- $0 + $41,150 related
- Other
- $0
- Deferred
- $0 + $22,875 related
- Nontaxable benefits
- $0 + $30,265 related
- Filer's total
- $0 + $487,314 related
-
Michelle McCoolMICHELLE MCCOOL
CFO
- Total calculated
- $215,811
- From this org
- $0
- From related orgs
- $185,850
- Other
- $29,961
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $175,500 related
- Bonus
- $0 + $10,350 related
- Other
- $0
- Deferred
- $0 + $13,986 related
- Nontaxable benefits
- $0 + $15,975 related
- Filer's total
- $0 + $215,811 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$39,445
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CHARLOTTE REGIONAL REALTOR ASSOCIATION
501(C)(6) · REALTOR ASSOCIATION · NC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CAROLINA MULTIPLE LISTING SERVICES INC
C · MULTIPLE LISTING SERVICE · NC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343119349303259
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