Form 990 for tax year 2023

Totals

Total revenue

$541,247

Total expenses

$526,385

Contributions and grants received

$495,575

Grants paid

$134,500

Program service revenue

$0

Investment income

$1,413

Other revenue

$44,259

Total assets, end of year

$2,091,277

Total liabilities, end of year

$164,742

Net assets or fund balances, end of year

$1,926,535

Program services expenses (Part IX)

$409,248

Management and general expenses

$18,235

Fundraising expenses

$98,902

Program service expenses (Part III)

$409,248

Program services were 77.7% 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.

Mission and programs · 2023

• REALTORS 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 21ST, 2023. INCLUDED IN THE PROJECT WERE REPAIRS MADE TO THE FACILITIES OF THREE NON-PROFIT AGENCIES: GEN ONE, EASYWAY MIDDLE SCHOOL, AND DAVIDSON HOUSING COALITION. IN ADDITION, TWO SEPARATE FOOD DRIVES WERE HELD IN CONJUNCTION WITH THE PROJECT WITH MORE THAN 7,500 LBS OF FOOD COLLECTED FOR AREA FOOD PANTRIES. IN SECLECTING WORK SITES, THE FOUNDATION WORKS WITH LOCAL HOUSING PARTNERS SUCH AS HABITAT AND LOCAL MUNICIPALITIES TO IDENTIFY ELIGIBLE HOMEOWNERS, WHO THEN GO THROUGH A DETAILED APPLICATION AND VERIFICATION PROCESS. SINCE ITS INCEPTION 14 YEARS AGO, THIS PROJECT HAS ASSISTED 315 FAMILIES AND NON-PROFIT ORGANIZATIONS.

  Expenses $272,891

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $94,357 · Grants $92,500

• 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 $172,000 THAT HAS BEEN RETURNED TO THE COMMUNITY FOR HOMELESS INITIATIVES SINCE ITS INCEPTION. PROCEEDS OF $42,000 FROM THE 2023 STRIDES FOR SHELTER 5K RUN / WALK WERE DONATED TO CHARLOTTE FAMILY HOUSING. CHARLOTTE FAMILY HOUSING IS A SHELTER-TO-HOUSING PROGRAM FOR WORKING FAMILIES EXPERIENCING HOMELESSNESS. THEIR MISSION IS TO EMPOWER WORKING FAMILIES EXPERIENCING HOMELESSNESS ACHIEVE LIFE-LONG SELF-SUFFICIENCY THROUGH SHELTER, HOUSING, SUPPORTIVE SERVICES AND ADVOCACY. FUNDS FROM THE RACE ASSISTED IN REDESIGNING, RESTRUCTURING, REFURBISHING, AND RESTOCKING THE ORGANIZATION'S MAP STORE (MOTIVATED ACHIEVEMENT POINTS); THIS STORE PROVIDES ESSENTIAL FOR FAMILIES AS THEY TRANSITION UNTIL PERMANENT HOUSING.

  Expenses $42,000 · Grants $42,000

As filed on the 2023 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

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

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

• CHARLOTTE FAMILY HOUSING

  $42,000

  GENERAL SUPPORT

• FAMILES FORWARD CHARLOTTE

  $30,000

  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.

Provenance

Return type

form_990

Tax year

2023

Filed

13 November 2024

IRS schema version

2023v5.1

Source object

202433199349301863

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