Form 990 for tax year 2022

Filed by CHARLOTTE REGIONAL BUSINESS ALLIANCE.

Totals

Total revenue: $7,911,848
Total expenses: $9,290,991
Contributions and grants received: $0
Grants paid: $0
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

Listed in Part VII

RANDY ALEXANDER

TRUSTEE

Total calculated

$0

Hours/week

1
CLARENCE ARMBRISTER

TRUSTEE

Total calculated

$0

Hours/week

1
OLIVER BADGIO

TRUSTEE

Total calculated

$0

Hours/week

1
TIM BAIER

TRUSTEE

Total calculated

$0

Hours/week

1
SETH BENNETT

TRUSTEE

Total calculated

$0

Hours/week

1
TARIQ BOKHARI

TRUSTEE

Total calculated

$0

Hours/week

1
JENN BOSSER CECD

TRUSTEE

Total calculated

$0

Hours/week

1
GREG BOULANGER

TRUSTEE

Total calculated

$0

Hours/week

1
CHARLIS BROCK

TRUSTEE

Total calculated

$0

Hours/week

1
DANIELLE BUCKINS

TRUSTEE

Total calculated

$0

Hours/week

1
JAKE BURNS

TRUSTEE

Total calculated

$0

Hours/week

1
HEATH CAMPBELL

TRUSTEE

Total calculated

$0

Hours/week

1
JOSH CHARLESWORTH

TRUSTEE

Total calculated

$0

Hours/week

1
DERICK CLOSE

TRUSTEE

Total calculated

$0

Hours/week

1
KRISTI COLEMAN

TRUSTEE

Total calculated

$0

Hours/week

1
ROD CRIDER

TRUSTEE

Total calculated

$0

Hours/week

1
JESSE CURETON

TRUSTEE

Total calculated

$0

Hours/week

1
VANCE DALTON JR

TRUSTEE

Total calculated

$0

Hours/week

1
ELYSE DASHEW

TRUSTEE

Total calculated

$0

Hours/week

1
KANDI DEITEMEYER

TRUSTEE

Total calculated

$0

Hours/week

1
DENA DIORIO

TRUSTEE

Total calculated

$0

Hours/week

1
BETTY DOSTER

TRUSTEE

Total calculated

$0

Hours/week

1
GEORGE DUNLAP

TRUSTEE

Total calculated

$0

Hours/week

1
SAAD EHTISHAM

TRUSTEE

Total calculated

$0

Hours/week

1
KATHLEEN EVANS

TRUSTEE

Total calculated

$0

Hours/week

1
TONI FARMER-THOMPSON

TRUSTEE

Total calculated

$0

Hours/week

1
LEE FITE

TRUSTEE

Total calculated

$0

Hours/week

1
DANIELLE FRAZIER

TRUSTEE

Total calculated

$0

Hours/week

1
CARLA FRENCH

TRUSTEE

Total calculated

$0

Hours/week

1
ANIKA GARDENHIRE

TRUSTEE

Total calculated

$0

Hours/week

1
GERALDINE GARDNER

TRUSTEE

Total calculated

$0

Hours/week

1
ALBERTO GONZALEZ

TRUSTEE

Total calculated

$0

Hours/week

1
GEOFF GRAY

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN GREEN

TRUSTEE

Total calculated

$0

Hours/week

1
DENISE HALLETT

TRUSTEE

Total calculated

$0

Hours/week

1
KEVIN HART

TRUSTEE

Total calculated

$0

Hours/week

1
KEN HAYNES

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID HEAD

TRUSTEE

Total calculated

$0

Hours/week

1
REGINALD HENDERSON

TRUSTEE

Total calculated

$0

Hours/week

1
THOMAS HERTLEIN

TRUSTEE

Total calculated

$0

Hours/week

1
DONNY HICKS

TRUSTEE

Total calculated

$0

Hours/week

1
JONATHAN HILL

TRUSTEE

Total calculated

$0

Hours/week

1
WATTS HUCKABEE

TRUSTEE

Total calculated

$0

Hours/week

1
JULIE JANSON

TRUSTEE

Total calculated

$0

Hours/week

1
MARCUS JONES

TRUSTEE

Total calculated

$0

Hours/week

1
PAT JONES

TRUSTEE

Total calculated

$0

Hours/week

1
DAVE KATZ

TRUSTEE

Total calculated

$0

Hours/week

1
JEFF LEDFORD

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID LEE

TRUSTEE

Total calculated

$0

Hours/week

1
LUIS LLUBERAS

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID LONGO

TRUSTEE

Total calculated

$0

Hours/week

1
CAROL LOVIN

TRUSTEE

Total calculated

$0

Hours/week

1
DANIEL LUGO

TRUSTEE

Total calculated

$0

Hours/week

1
MARINA LVOVICH

TRUSTEE

Total calculated

$0

Hours/week

1
KAREN MATTIMORE

TRUSTEE

Total calculated

$0

Hours/week

1
ERIC MAUNTEL

TRUSTEE

Total calculated

$0

Hours/week

1
SCOTT MILLAR

TRUSTEE

Total calculated

$0

Hours/week

1
TRACY MONTROSS

TRUSTEE

Total calculated

$0

Hours/week

1
LAURA MOORE

TRUSTEE

Total calculated

$0

Hours/week

1
CHRISTOPHER MOXLEY

TRUSTEE

Total calculated

$0

Hours/week

1
AMY MURPHY CURLIS

TRUSTEE

Total calculated

$0

Hours/week

1
TOM MURRAY

TRUSTEE

Total calculated

$0

Hours/week

1
DIANNE NEURAUTER

TRUSTEE

Total calculated

$0

Hours/week

1
DEWEY NORWOOD

TRUSTEE

Total calculated

$0

Hours/week

1
ZACH PANNIER

TRUSTEE

Total calculated

$0

Hours/week

1
A JOSEPH PARADISE

TRUSTEE

Total calculated

$0

Hours/week

1
CHRIS PATERSON

TRUSTEE

Total calculated

$0

Hours/week

1
CRAWFORD POUNDS

TRUSTEE

Total calculated

$0

Hours/week

1
WALTER PRICE

TRUSTEE

Total calculated

$0

Hours/week

1
KERR PUTNEY

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN REID

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE RIZER

TRUSTEE

Total calculated

$0

Hours/week

1
PAT RODGERS

TRUSTEE

Total calculated

$0

Hours/week

1
JULIE ROPER

TRUSTEE

Total calculated

$0

Hours/week

1
CARRIE RUDDY

TRUSTEE

Total calculated

$0

Hours/week

1
ALAN SAUBER

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN SELL

TRUSTEE

Total calculated

$0

Hours/week

1
BROOKE SENTER

TRUSTEE

Total calculated

$0

Hours/week

1
HUNTER SHULL

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
KRISTERPHER SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE TANKSLEY

TRUSTEE

Total calculated

$0

Hours/week

1
BRENT TOLLISON

TRUSTEE

Total calculated

$0

Hours/week

1
SOLANGE TRICANOWICZ

TRUSTEE

Total calculated

$0

Hours/week

1
JENNIFER TROYER

TRUSTEE

Total calculated

$0

Hours/week

1
LAURA ULLRICH

TRUSTEE

Total calculated

$0

Hours/week

1
GREG WALTER

TRUSTEE

Total calculated

$0

Hours/week

1
MARTHA WEGNER

TRUSTEE

Total calculated

$0

Hours/week

1
SASHA WEINTRAUB

TRUSTEE

Total calculated

$0

Hours/week

1
TAMMY WHALEY

TRUSTEE

Total calculated

$0

Hours/week

1
FRED WHITFIELD

TRUSTEE

Total calculated

$0

Hours/week

1
JUDY WISHNEK

TRUSTEE

Total calculated

$0

Hours/week

1
LAURA YATES CLARK

TRUSTEE

Total calculated

$0

Hours/week

1
TEROSS YOUNG

TRUSTEE

Total calculated

$0

Hours/week

1
KIETH COCKRELL

CHAIR

Total calculated

$0

Hours/week

1 + 1 related
ALISON SUMMERVILLE

VICE CHAIR

Total calculated

$0

Hours/week

1
JOHN GIANNUZZI

TREASURER

Total calculated

$0

Hours/week

1 + 1 related
SHALANNA PIRTLE

SECRETARY

Total calculated

$0

Hours/week

1 + 1 related
MALCOMB COLEY

IMMEDIATE PAST CHAIR

Total calculated

$0

Hours/week

1
JANET M LABAR

PRESIDENT & CEO

Total calculated

$463,394

From this org

$434,935

From related orgs

$0

Other

$28,459

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$428,310

Bonus

$0

Other

$6,625

Deferred

$24,400

Nontaxable benefits

$4,059

Filer's total

$463,394
JOAQUIN SORIA

CFO

Total calculated

$278,222

From this org

$237,397

From related orgs

$0

Other

$40,825

Hours/week

40 + 2 related

Schedule J breakdown matched by us

Base

$207,597

Bonus

$25,000

Other

$4,800

Deferred

$19,000

Nontaxable benefits

$21,825

Filer's total

$278,222
ROBERT J HORTON

CHIEF MARKETING OFFICER

Total calculated

$269,778

From this org

$229,351

From related orgs

$0

Other

$40,427

Hours/week

40

Schedule J breakdown matched by us

Base

$202,551

Bonus

$22,000

Other

$4,800

Deferred

$18,427

Nontaxable benefits

$22,000

Filer's total

$269,778
KELLY O'BRIEN

CHEIF ADVOCACY & STRATEGY OFFICER

Total calculated

$279,709

From this org

$251,802

From related orgs

$0

Other

$27,907

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$205,302

Bonus

$42,500

Other

$4,000

Deferred

$17,465

Nontaxable benefits

$10,442

Filer's total

$279,709
KARI HACKETT

CHIEF DEVELOPMENT AND INVESTOR RELATIONS OFFICER

Total calculated

$274,600

From this org

$236,652

From related orgs

$0

Other

$37,948

Hours/week

40

Schedule J breakdown matched by us

Base

$203,852

Bonus

$28,000

Other

$4,800

Deferred

$19,240

Nontaxable benefits

$18,708

Filer's total

$274,600
DANNY CHAVEZ

CHIEF BUSINESS RECRUITMENT OFFICER

Total calculated

$230,776

From this org

$202,868

From related orgs

$0

Other

$27,908

Hours/week

40

Schedule J breakdown matched by us

Base

$198,068

Bonus

$0

Other

$4,800

Deferred

$16,000

Nontaxable benefits

$11,908

Filer's total

$230,776
FRANK NELSON

MGR INVESTOR RELATIONS

Total calculated

$143,513

From this org

$138,273

From related orgs

$0

Other

$5,240

Hours/week

40

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 — 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

3 · Compensation committee
3 · Form 990 of other organizations
3 · Written employment contract
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4A: KELLY O'BRIEN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $18,750.

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

No itemized grants to organizations on this return.

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 BUSINESS ALLIANCE FOUNDATION

501(C)(3) · EDUCATION, TALENT, AND COMMUNITY DEVELOPMENT · NC

Provenance

Return type: form_990
Tax year: 2022
Filed: 3 October 2023
IRS schema version: 2022v5.0
Source object: 202332909349301163

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.