2024-05-09T14:42:46-07:00 2023-12-31 990EZ 2023-01-01 561187422 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT dba Charlotte Area Chapter ATD Inc AMER 7047560495 PO BOX 3523 Huntersville NC 28078 Keith Devoe VP of Finance 7046096227 2024-05-11 Keith Devoe 999009999 1 1 11 1 AAL2 2023 2023-04-26 12:10:37Z X X www.atdcharlotte.org X X 21633 X 0 0 11577 43 0 0 0 0 8113 2281 5832 0 0 0 1900 19352 0 0 0 6000 0 368 22039 28407 -9055 65988 0 56933 65988 56933 0 0 0 0 65988 56933 0 0 65988 56933 To elevate the knowledge and skills of Talent Development Professionals in the Charlotte area region by providing highly educational, engaging, impactful & actionable learning experiences. Monthly Chapter Meetings are offered to our local members and community guests in the field of training and development. This past year we moved from offering virtual meetings back to in person. We averaged 30 members and guests per meeting which we offer 11 times per year, not including December. Our meetings include a time of networking followed by a program with a local or national speaker to provide training and insight for local trainers and leaders in the training and development community. Expenses this year included speaker gifts/fees, meeting location, meeting meals, supplies & an annual survey give away. 0 8544 Guest Pass Program - Members are given 2 free guest passes to give to friends and co-workers each year. Members that bring a guest are entered into a monthly drawing to win a $20 gift card as a way of thanking them for bringing a guest. Each guest may only use up to two free passes of current members. During 2023, we had 45 total guests who attended from this program which was an increase of 5 from 2022. 0 220 Each year we send out a member survey to gain insight from our members on how they view the chapter, the meetings, benefits, networking opportunities, job postings, etc. As a way to encourage participation as well as a thank you for providing their feedback, we have a drawing from those who submit a survey. The winner of the drawing receives a $50 Amazon Gift Card. 0 50 8814 Adrienne Thomas President 1 0 0 0 Susan Byerly Past President and VP Professional Development 1 0 0 0 Scott Chatelain President Elect & Director 1 0 0 0 Keith Devoe VP of Finance 1 0 0 0 Lara McKinnon Director 0.5 0 0 0 Pete Lafferty VP Technology 1 0 0 0 Cherie Hicks VP Marketing 0.5 0 0 0 Sylvia Yarborough VP Workshop Events 1 0 0 0 Catrina Murray Co-VP Membership 1 0 0 0 Tony Devine Co-VP of Membership 1 0 0 0 Natalia Muller VP Communications 1 0 0 0 Dan Black VP Workshops and Lunch & Learns 1 0 0 0 Amy Horne Administrator 7 6000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amy Horne PO BOX 3523 Huntersville NC 28078 7047560495 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 26092 20586 19293 15750 13477 95198 8785 20670 0 5789 8113 43357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34877 41256 19293 21539 21590 138555 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 138555 9 4 3 8 43 67 0 0 0 0 0 9 4 3 8 43 67 0 0 0 0 0 0 0 0 0 0 34886 41260 19296 21547 21633 138622 0.99952 0.9998 0.00048 0.0002 X Form 990-EZ, Part I, Line 8 Guest Fees to monthly chapter meetings - $830.00 Sponsorship & Marketing - $600.00 National Chapter Incentive Program - $470.18 Form 990-EZ, Part I, Line 16 Chapter Meeting Expenses - $8543.63 including speaker travel, gifts, meeting meals, site fees, meeting materials Chapter Operating Expenses - $4918.03 including PO BOX Rental, chapter insurance, credit card fees, membership appreciation event, website and zoom fees, misc. supplies Board Member Expenses - $8576.85 including National Dues to ATD National Chapter, board member name badges, travel and registration to annual leadership conference, board retreat expenses