2026-03-07T11:40:27-07:00 2025-12-31 990EZ 2025-01-01 561187422 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT dba ATD Charlotte Area Chapter AMER 7048834088 PO BOX 3523 Huntersville NC 28078 Keith Devoe VP of Finance 7046096227 2026-03-07 2025 2025-03-06 01:10:19Z X X www.atdcharlotte.org X X 33513 X 0 0 21280 3 0 0 0 7766 0 4749 3017 0 0 0 4464 28764 0 0 0 6250 0 144 22457 28851 -87 51552 0 51465 51552 51465 0 0 0 0 51552 51465 0 0 51552 51465 To elevate the knowledge and skills of Talent Development Professionals by providing highly educational, engaging, impactful and actionable learning experiences. Monthly Chapter Meetings are offered to our local members and community guests in the field of training and development. In 2025, we offered monthly in person meetings to members & guests and hosted multiple virtual lunch & learn sessions throughout the year. We averaged 50+ 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, meeting meals, supplies & an annual survey give away. 0 9834 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 quarterly 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. 0 80 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 9964 Tony Devine President 2 0 0 0 Catrina Murray President Elect 2 0 0 0 Scott Chatelain Past President 2 0 0 0 Kelly Smith Director 2 0 0 0 Lara McKinnon Director 2 0 0 0 Keith Devoe VP of Finance & CRC Chairman 2 0 0 0 Pete Lafferty VP Technology 2 0 0 0 Susan Byerly VP Operations 2 0 0 0 Natalia Muller VP Communications 2 0 0 0 Sylvia Yarborough VP Professional Development 2 0 0 0 Amy Knight VP Membership 2 0 0 0 Jennifer Tolley VP Programs 2 0 0 0 Deborah Allen VP Marketing 2 0 0 0 Ivan Lochan VP Sponsorships 2 0 0 0 Amy Horne Administrator 4 6000 0 0 Sheila Foreman Administrator in Training 4 250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sheila Foreman PO BOX 3523 Huntersville NC 28078 7048834088 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 19293 15750 13477 19498 25744 93762 0 5789 8113 79 7766 21747 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19293 21539 21590 19577 33510 115509 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115509 3 8 43 3 3 60 0 0 0 3 8 43 3 3 60 0 0 0 0 0 0 0 0 0 19296 21547 21633 19580 33513 115569 0.99948 0.99951 0.00052 0.00049 X Form 990-EZ, Part I, Line 8 Description;Amount^Guest no shows and social fees;1070|National income;2172|Sponsorships;1222^Total;4464^ Form 990-EZ, Part I, Line 16 Description;Amount^Chpt Mtg Exp speaker expenses mtg meals site materials;9834|Member Engagement and scholarship;3337|Operating Exp POBOX Insurance credit card fees misc;4139|Board Expenses retreat conferences and dues;5147^Total;22457^