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Carolinas Family Office Forum Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$49k (2022)

Expenses
$47.3k (2022)

Total Assets
$35.5k (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,000
Expenses
$47,342
Net Income
$1,658
Net Assets
$35,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,524
Total Liabilities $0
Net Assets $35,524
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,105
Expenses
$45,705
Net Income
$9,400
Net Assets
$33,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $105
0.2%
Assets/Debt
Total Assets $33,866
Total Liabilities $0
Net Assets $33,866
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,000
Expenses
$48,620
Net Income
-$3,620
Net Assets
$24,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $24,466
Total Liabilities $0
Net Assets $24,466
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,000
Expenses
$59,914
Net Income
-$11,914
Net Assets
$28,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $28,086
Total Liabilities $0
Net Assets $28,086
Compensation
Key Employees and Officers Compensation Other
Chris Smith (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,500
Expenses
$59,063
Net Income
-$13,563
Net Assets
$40,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,000
Total Liabilities $0
Net Assets $40,000
Compensation
Key Employees and Officers Compensation Other
Chris Smith (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,000
Expenses
$43,998
Net Income
-$4,998
Net Assets
$53,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,563
Total Liabilities $0
Net Assets $53,563
Compensation
Key Employees and Officers Compensation Other
Chris Smith (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Scott Mattei (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,667
Expenses
$45,810
Net Income
$10,857
Net Assets
$58,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,561
Total Liabilities $0
Net Assets $58,561
Compensation
Key Employees and Officers Compensation Other
Chris Smith (Director, President) $0 $0
Theresa Gebhardt (Director, Secretary, Vice) $0 $0
Rael Gorelick (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,000
Expenses
$50,675
Net Income
-$675
Net Assets
$47,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,704
Total Liabilities $0
Net Assets $47,704
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Kevin Boudreau (Director, Secretary, Vice) $0 $0
Rael Gorelick (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,500
Expenses
$48,126
Net Income
-$626
Net Assets
$48,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,379
Total Liabilities $0
Net Assets $48,379
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Kevin Boudreau (Director, Secretary, Vice) $0 $0
Rael Gorelick (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,350
Expenses
$49,578
Net Income
$12,772
Net Assets
$49,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,005
Total Liabilities $0
Net Assets $49,005
Compensation
Key Employees and Officers Compensation Other
Hunt Broyhill (Director, President) $0 $0
Kevin Boudreau (Director, Secretary, Vice) $0 $0
Rael Gorelick (Director, Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,000
Expenses
$44,122
Net Income
$878
Net Assets
$36,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,233
Total Liabilities $0
Net Assets $36,233

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,500
Expenses
$29,960
Net Income
$5,540
Net Assets
$35,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,355
Total Liabilities $0
Net Assets $35,355

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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