2024-11-13T07:16:30-06:00 2023-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2023-01-01 560798467 CHAPEL HILL-CARRBORO CHAMBER OF COMMERCE CHAP 9199677075 104 SOUTH ESTES DRIVE PO BOX 2897 CHAPEL HILL NC 275152897 AARON NELSON PRESIDENT & CEO 9199677075 2024-11-12 1 1 ELIZABETH MAUCH P01988953 9199428700 2024-11-12 2023 2024-10-15 13:58:12Z AARON NELSON 104 SOUTH ESTES DRIVE PO BOX 2897 CHAPEL HILL NC 275152897 1388418 0 X WWW.CAROLINACHAMBER.ORG X 1978 NC WE SERVE AND ADVANCE LOCAL BUSINESS INTERESTS AND BUILD A RESILIENT COMMUNITY WHERE BUSINESS THRIVES. 31 31 10 185 3875 0 13325 281241 913026 981415 3779 4307 89712 121455 1019842 1388418 0 0 0 0 817667 767825 0 0 0 353024 604468 1170691 1372293 -150849 16125 626702 617007 528012 520647 98690 96360 X THE CHAMBER'S MISSION IS TO SERVE AND ADVANCE LOCAL BUSINESS INTERESTS AND BUILD A RESILIENT COMMUNITY WHERE BUSINESS THRIVES. THE CHAMBER CONNECTS, ADVOCATES, DRIVES PROGRESS AND BUILDS COMMUNITY. 0 0 THE CHAMBER HAD THE FOLLOWING PROGRAM ACCOMPLISHMENTS IN 2023: CLIENTS SERVED: 630 BUSINESSES AND NONPROFIT MEMBERS, AND A NETWORK OF 2700 BUSINESS AND COMMUNITY LEADERS, 1000+ RELOCATORS, AND 1000+ VISITORS.SUCCESSFULLY CONNECTED MEMBERS TO THE PEOPLE, INFORMATION, AND RESOURCES THEY NEED TO THRIVE; ADVOCATED FOR LOCAL BUSINESS INTERESTS; AND DROVE PROGRESS AND BUILT COMMUNITYORGANIZED AND MANAGED MORE THAN HUNDREDS OF ONLINE AND IN PERSON MEETINGS AND EVENTS TO KEEP MEMBERS INFORMED AND CONNECTED AND THAT HELPED IMPROVE THE LOCAL ECOSYSTEM AND INFRASTRUCTURE NEEDED TO HELP ENTERPRISES SUCCEED.ADMINISTERED SMALL BUSINESS GRANTS AND PROVIDED TECHNICAL ASSISTANCE AND SUPPORT TO LOCAL ENTERPRISES.COMPLETED A COMMUNITY NEEDS ASSESSMENT THAT IDENTIFIED BUSINESS SUPPORT, WORKFORCE DEVELOPMENT, AND AFFORDABLE HOUSING AS TOP LOCAL BUSINESS ISSUES.STRENGTHENED CHAMBER EXPORT SERVICES AND HELPED BUSINESSES EXPORT HUNDREDS OF PRODUCTS THROUGH CHAMBEREXPORT.COM.PARTNERED TO SERVE MORE THAN 500 CHAMBER MEMBER EMPLOYEES IN THE SMALL BUSINESS HEALTH PLAN PROVIDING HIGH-QUALITY, LOW-COST HEALTH AND DENTAL SERVICES.ACHIEVED 90% MEMBER SATISFACTION AND MEMBER RETENTION RATE.SUCCESSFULLY SUPPORTED SMALL BUSINESS JOB GROWTH, EXPANSION, DEVELOPMENT, AND SUCCESS.SUCCESSFULLY ADVOCATED FOR IMPROVEMENTS TO THE LOCAL GOVERNMENT DEVELOPMENT AND BUSINESS REGULATIONS.PARTNERED WITH LOCAL ECONOMIC DEVELOPMENT ORGANIZATIONS TO RECRUIT NEW EMPLOYERS TO THE REGION.SAVED MEMBERS THOUSANDS OF DOLLARS THROUGH 8 STRATEGIC PARTNERSHIPS AND 20+ MEMBER TO MEMBER BENEFITS.RECOGNIZED BEST-IN-CLASS BUSINESSES AT THE 9TH ANNUAL BUSINESS EXCELLENCE AWARDS.PROVIDED HUNDREDS OF ONLINE REFERRALS TO MEMBER BUSINESSES.WELCOMED DOZENS OF NEW MEMBERS TO THE CHAMBER.DELIVERED MONTHLY, MEMBER GOVERNMENT BRIEFINGS ON KEY GOVERNMENT ISSUES AND CHANGES AFFECTING THEIR BUSINESSES.ORGANIZED INDUSTRY PROFESSIONAL CALLS FOR REAL ESTATE, NON-PROFITS, FINANCE PROFESSIONALS, RETAILERS, RESTAURATEURS, AND HOTELIERS.PARTNERED TO PRODUCE A VISITOR AND RELOCATION MAGAZINE AND COMMUNITY MAP TO CONNECT BUSINESS WITH THEIR CUSTOMERS.LAUNCHED THE CAMPAIGN FOR A GREATER CHAPEL HILL-CARRBORO WITH A GOAL OF RAISING $1.4 MILLION IN ADDITIONAL SUPPORT TO STRENGTHEN THE CHAMBER AND ADVANCE A CLEAR SET OF COMMUNITY OBJECTIVES FOCUSED ON STRENGTHENING SMALL BUSINESS SUPPORT, WORKFORCE DEVELOPMENT, AND AFFORDABLE HOUSING. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 10 0 1 10 1 1 1 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X AARON NELSON 9199677075 104 S ESTES DRIVE STE 102 CHAPEL HILL NC 27514 AARON NELSON NV PRESIDENT/CEO & SECRETARY 45.00 5.00 X 226136 0 31611 LORI DOHERTY CHAIR 2.00 0.50 X X 0 0 0 DAN LEHMAN VICE CHAIR 2.00 0.50 X X 0 0 0 SWETA ADKIN TREASURER 2.00 0.50 X X 0 0 0 VAKESIA GRAVES IMMEDIATE PAST CHAIR 1.00 0.50 X 0 0 0 ROBERT SAUNDERS NV GENERAL COUNSEL 1.00 0.50 X 0 0 0 ELIE ABOU-RJEILEH DIRECTOR 1.00 X 0 0 0 MANISH ATMA DIRECTOR 1.00 X 0 0 0 JES AVERHART DIRECTOR 1.00 X 0 0 0 DONNA BELL DIRECTOR 1.00 X 0 0 0 CREIGHTON BLACKWELL DIRECTOR 2.00 0.50 X 0 0 0 LA-TASHA BEST GADDY DIRECTOR 1.00 X 0 0 0 TIM DALTON DIRECTOR 1.00 X 0 0 0 ZOE DEHMER DIRECTOR 1.00 X 0 0 0 GREG FITCH DIRECTOR 1.00 X 0 0 0 RORY GILLIS DIRECTOR 1.00 X 0 0 0 NYAH HAMLETT DIRECTOR 1.00 X 0 0 0 BETSY HARRIS DIRECTOR 1.00 0.50 X 0 0 0 PAM HEMMINGER NV DIRECTOR 1.00 X 0 0 0 KELLY HOLCOMBE DIRECTOR 1.00 X 0 0 0 JOEL LEVY DIRECTOR 1.00 X 0 0 0 SCOTT MAITLAND DIRECTOR 1.00 X 0 0 0 LYDIA MASON DIRECTOR 1.00 X 0 0 0 CHRIS MCLURE DIRECTOR 1.00 X 0 0 0 POONAM NANDANI DIRECTOR 1.00 X 0 0 0 TOLA OGUNTOYINBO DIRECTOR 1.00 0.50 X 0 0 0 CHRIS PERONTO DIRECTOR 1.00 0.50 X 0 0 0 JENNIFER PLAYER DIRECTOR 2.00 X 0 0 0 ELIAZAR POSADA DIRECTOR 1.00 X 0 0 0 ANNA RICHARDS NV DIRECTOR 1.00 X 0 0 0 CAROLINE RIGGSBEE DIRECTOR 1.00 X 0 0 0 MICHAEL RODRIGUEZ DIRECTOR 1.00 X 0 0 0 WES ROWE DIRECTOR 1.00 X 0 0 0 DAMON SEILS NV DIRECTOR 1.00 X 0 0 0 MARK SHERBURNE DIRECTOR 1.00 X 0 0 0 RYAN STEWART DIRECTOR 1.00 X 0 0 0 CONNOLLY WALKER DIRECTOR 1.00 0.50 X 0 0 0 226136 0 31611 1 0 1 0 0 166366 114875 281241 MEMBERSHIP DUES 900099 760617 760617 MEMBER EVENTS AND SERV 900099 85697 85697 AFFINITY PROGRAMS 900099 75457 75457 ECONOMIC DEVELOPMENT A 900099 55769 55769 ADVERTISING PUBLICATIO 541800 3875 3875 981415 4307 4307 MEMBER SERVICES 561000 94455 94455 PARTNERSHIP REIMBURSEM 561000 27000 27000 121455 1388418 1098995 3875 4307 257746 392973 16468 58441 42197 5000 3400 42811 17245 22315 24140 75509 23659 17819 14310 COMMUNITY DEVELOPMENT 170527 AFFINITY PROGRAM EXPENS 56401 COMMUNICATIONS 55531 ECONOMIC DEVELOPMENT 47324 28477 1372293 43935 88993 31896 41296 60273 96613 497 2972 400 520271 303031 231141 217240 156800 93138 102160 76355 626702 617007 21530 56242 100766 75474 266 234466 224231 171250 164434 528012 520647 X 0 0 0 0 98690 96360 98690 96360 626702 617007 X 16125 12879 -18796 -12538 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 448086 257354 190732 70385 44087 26298 1800 1590 210 217240 BARTER BANK RECEIVABLE 17606 CASH VALUE OF SERP 58749 76355 EIDL LOAN 157184 CH REVIVE GRANT 7250 164434 1 CONVERGENT NONPROFIT SOLUTIONS 2451 CUMBERLAND PARKWAY SUITE 3679 ATLANTA GA 30339 NEEDS ASSESSMENT AND MANAGE FUNDRAISING CAMPAIGN 0 105100 132000 -26900 105100 132000 -26900 X X X X 0 1 0 AARON NELSON NV PRESIDENT/CEO & SECRETARY 216136 0 10000 0 0 0 9228 0 22383 0 257747 0 0 0 PART I, LINE 3 THE BOARD'S EXECUTIVE COMMITTEE HAS USED INFORMATION GATHERED FROM LOCAL CHAMBERS' PUBLIC 990S AND FROM A SURVEY OF SIMILAR-SIZED MEMBERS OF THE ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES. PART I, LINE 4B AARON NELSON - $10,000 PARTNERSHIP FOR A SUSTAINABLE COMMUNITY RELATED ORGANIZATION OPEN RECEIVABLE BALANCE X 2972 2972 0 0 0 PARTNERSHIP FOR A SUSTAINABLE COMMUNITY RELATED ORGANIZATION OPEN PAYABLE BALANCE X 266 266 0 0 0 3238 FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBER. ALL FIRMS, PERSONS, ASSOCIATIONS, ORGANIZATIONS AND CORPORATIONS INTERESTED IN THE MISSION OF THE ORGANIZATION ARE ELIGIBLE TO APPLY FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE SLATE OF POTENTIAL BOARD MEMBERS IS PUT TO THE MEMBERS OF THE ORGANIZATION FOR THEIR OBJECTION OR TO PETITION FOR THE INCLUSION OF ALTERNATE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CHAMBER'S FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND CHAMBER STAFF ARE REGULARLY REMINDED OF DISCLOSURE REQUIREMENTS IN THE CONFLICT OF INTEREST POLICY, WHICH REQUIRES EACH INDIVIDUAL TO DISCLOSE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO SETTING THE SALARY IN THE CEO'S FIVE-YEAR EMPLOYMENT AGREEMENT (2019), THE CHAMBER EXECUTIVE COMMITTEE REVIEWS THE CEO SALARIES OF MORE THAN 20 COMPARABLE CHAMBERS OF COMMERCE IN THE REGION, STATE AND NATION AND USES THAT INFORMATION TO SET THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE CHAMBER MAKES ITS FORM 1023, 990 AND 990T AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -12,538. PARTNERSHIP FOR A SUSTAINABLE COMMUNITY PO BOX 2897 CHAPEL HILL NC 27515 453251258 COMMUNITY SUPPORT NC 501(C)(3) LINE 7 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1