PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Turnaround Management Association

Carolinas Chapter
  • Charlotte, NC
  • Tax-exempt since Oct. 1996
  • EIN: 56-1903517

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$250k (2023)

Expenses
$231k (2023)

Total Assets
$163k (2023)

Total Liabilities
$2.65k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,431
Expenses
$230,642
Net Income
$19,789
Net Assets
$160,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $210,320
84.0%
Program Services $40,076
16.0%
Investment Income $35
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $163,205
Total Liabilities $2,648
Net Assets $160,557
Compensation
Key Employees and Officers Compensation Related Other
Rob Tramantano (President) $0 $0 $0
Steve Janson (President Elect) $0 $0 $0
Jane Downey (Secretary) $0 $0 $0
Joe Polancich (Treasurer) $0 $0 $0
Margaret Westbrook (Immediate Past President) $0 $0 $0
Michael Beal (Director) $0 $0 $0
David Fiegel (Director) $0 $0 $0
Ben Riley (Director) $0 $0 $0
Mark Ruday (Director) $0 $0 $0
Ed Sanz (Director) $0 $0 $0
David Schilli (Director) $0 $0 $0
Matt Smith (Director) $0 $0 $0
Bowen Smith (Director) $0 $0 $0
Lisa Sumner (Director) $0 $0 $0
Daniel Valle (Director) $0 $0 $0
Jerry Younts (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,798
Expenses
$74,687
Net Income
$11,111
Net Assets
$94,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,370
36.6%
Program Services $47,574
55.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $97,169
Total Liabilities $2,648
Net Assets $94,521
Compensation
Key Employees and Officers Compensation Other
Margaret Westbrook (President) $0 $0
Rob Tramantano (President Elect) $0 $0
Jane Downey (Secretary) $0 $0
Ben Riley (Treasurer) $0 $0
James Porter (Past President) $0 $0
Joe Alfieri (Director) $0 $0
Michael Beal (Director) $0 $0
David Schilli (Director) $0 $0
Joe Polancich (Director) $0 $0
Steve Janson (Director) $0 $0
Matt Smith (Director) $0 $0
Daniel Gilbert (Director) $0 $0
Terry Keating (Director) $0 $0
Ed Sanz (Director) $0 $0
Lisa Sumner (Director) $0 $0
Daniel Valle (Director) $0 $0
Jerry Younts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 23, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,897
Expenses
$57,107
Net Income
-$3,210
Net Assets
$83,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,810
55.3%
Program Services $17,157
31.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,058
Total Liabilities $2,648
Net Assets $83,410
Compensation
Key Employees and Officers Compensation Other
Lisa Sumner (Director) $0 $0
Matt Smith (Imm. Past Pr) $0 $0
James Porter (President) $0 $0
David Schilli (Secretary) $0 $0
Terry Keating (Director) $0 $0
Jerry Younts (Director) $0 $0
Chris Ferguson (Director) $0 $0
Daniel Gilbert (Director) $0 $0
Margaret Westbrook (President El) $0 $0
Michael Beal (Director) $0 $0
Jane Downey (Director) $0 $0
Ben Riley (Treasurer) $0 $0
Ed Sanz (Director) $0 $0
Rob Tramantano (Director) $0 $0
Daniel Valle (Director) $0 $0
Joe Alfieri (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 5, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,252
Expenses
$41,142
Net Income
-$1,890
Net Assets
$86,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,650
60.3%
Program Services $8,107
20.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $89,269
Total Liabilities $2,648
Net Assets $86,621
Compensation
Key Employees and Officers Compensation Other
Lisa Sumner (Director) $0 $0
Matt Smith (Imm. Past Pr) $0 $0
James Porter (President) $0 $0
David Schilli (Secretary) $0 $0
Terry Keating (Director) $0 $0
Jerry Younts (Director) $0 $0
Chris Ferguson (Director) $0 $0
Daniel Gilbert (Director) $0 $0
Margaret Westbrook (President El) $0 $0
Michael Beal (Director) $0 $0
Jane Downey (Director) $0 $0
Ben Riley (Treasurer) $0 $0
Ed Sanz (Director) $0 $0
Rob Tramantano (Director) $0 $0
Daniel Valle (Director) $0 $0
Joe Alfieri (Director) $0 $0
Matt Weiner (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 5, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,889
Expenses
$67,758
Net Income
$15,131
Net Assets
$88,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,830
49.3%
Program Services $28,594
34.5%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,159
Total Liabilities $2,648
Net Assets $88,511

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,495
Expenses
$68,048
Net Income
$7,447
Net Assets
$73,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,831
63.4%
Program Services $19,230
25.5%
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,028
Total Liabilities $2,648
Net Assets $73,380

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,373
Expenses
$81,837
Net Income
$11,536
Net Assets
$65,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,318
47.5%
Program Services $37,801
40.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,581
Total Liabilities $2,648
Net Assets $65,933
Compensation
Key Employees and Officers Compensation Other
Lisa Sumner (President) $0 $0
Matt Smith (President El) $0 $0
Jonathan Hickman (Secretary) $0 $0
James Porter (Treasurer) $0 $0
David Schilli (Immediate Pa) $0 $0
Joe Alfieri (Director) $0 $0
Terry Keating (Director) $0 $0
Kenny Lautenschlager (Director) $0 $0
Shannon Hoff (Director) $0 $0
Richard Kennedy (Director) $0 $0
Kelly Mclaren (Director) $0 $0
Chris Ferguson (2018 Treasur) $0 $0
John Magee (Director) $0 $0
Mike Hudgens (Director) $0 $0
Jerry Younts (Director) $0 $0
Margaret Westbrook (Director) $0 $0
Wilson Lynn (Director) $0 $0
Micheael Beal (Director) $0 $0
Jane Downey (Director) $0 $0
Wendy Godfrey (Director) $0 $0
Ben Riley (Director) $0 $0
Ed Sanz (Director) $0 $0
Lynn Wilson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 5, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,903
Expenses
$87,096
Net Income
$1,807
Net Assets
$53,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,468
48.9%
Program Services $33,808
38.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,045
Total Liabilities $3,948
Net Assets $53,097
Compensation
Key Employees and Officers Compensation Other
Lisa Sumner (President) $0 $0
Matt Smith (President El) $0 $0
Jonathan Hickman (Secretary) $0 $0
James Porter (Treasurer) $0 $0
David Schilli (Immediate Pa) $0 $0
Charles Alley (Director) $0 $0
Terry Keating (Director) $0 $0
Kenny Lautenschlager (Director) $0 $0
Shannon Hoff (Director) $0 $0
Joe Alfieri (Director) $0 $0
Richard Kennedy (Director) $0 $0
Kelly Mclaren (Director) $0 $0
J Brad Leach (Director) $0 $0
Chris Ferguson (Director) $0 $0
John Magee (Director) $0 $0
Brian Rosenthal (Director) $0 $0
Mike Hudgens (Director) $0 $0
Jerry Younts (Director) $0 $0
Margaret Westbrook (Director) $0 $0
Wilson Lynn (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 27, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,554
Expenses
$108,400
Net Income
-$2,846
Net Assets
$51,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,282
90.3%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,238
Total Liabilities $3,948
Net Assets $51,290
Compensation
Key Employees and Officers Compensation Other
David Schilli (President) $0 $0
Lisa Sumner (President ) $0 $0
Jonathan Hickman (Secretary) $0 $0
James Porter (Treasurer) $0 $0
Michael Beal (Immediate Pa) $0 $0
Charles Alley (Director) $0 $0
Particia Gordon (Director) $0 $0
Kenny Lautenschlager (Director) $0 $0
Shannon Hoff (Director) $0 $0
Joe Alfieri (Director) $0 $0
Richard Kennedy (Director) $0 $0
Jay Kilkenny (Director) $0 $0
J Brad Leach (Director) $0 $0
Ben Lucas (Director) $0 $0
John Magee (Director) $0 $0
Brian Rosenthal (Director) $0 $0
Mike Hudgens (Director) $0 $0
Matt Smith (Director) $0 $0
Peter Tourtellot (Director) $0 $0
Wilson Lynn (Director) $0 $0
Westbrook Margaret (Director) $0 $0
Jerry Younts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 25, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,714
Expenses
$51,550
Net Income
$9,164
Net Assets
$54,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,552
78.3%
Investment Income $0
Net Fundraising $3,982
6.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,084
Total Liabilities $3,948
Net Assets $54,136
Compensation
Key Employees and Officers Compensation Other
David Schilli (President) $0 $0
Lisa Sumner (President ) $0 $0
Jonathan Hickman (Secretary) $0 $0
James Porter (Treasurer) $0 $0
Michael Beal (Immediate Pa) $0 $0
Robert Dean (Director) $0 $0
Particia Gordon (Director) $0 $0
Joe Griffeth (Director) $0 $0
Shannon Hoff (Director) $0 $0
Joe Alfieri (Director) $0 $0
Richard Kennedy (Director) $0 $0
Jay Kilkenny (Director) $0 $0
J Brad Leach (Director) $0 $0
Ben Lucas (Director) $0 $0
John Magee (Director) $0 $0
Brian Rosenthal (Director) $0 $0
Mike Hudgens (Director) $0 $0
Ed Sanz (Director) $0 $0
Peter Tourtellot (Director) $0 $0
Matt Smith (Director) $0 $0
Barry Yelton (Director) $0 $0
Constance Young (Director) $0 $0
Jerry Younts (Director) $0 $0
Micah Lee (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,599
Expenses
$54,828
Net Income
-$4,229
Net Assets
$44,971
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,843
59.0%
Investment Income $10
0.0%
Net Fundraising $10,341
20.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,919
Total Liabilities $3,948
Net Assets $44,971

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,079
Expenses
$45,768
Net Income
$21,311
Net Assets
$49,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,373
42.3%
Investment Income $10
0.0%
Net Fundraising $26,471
39.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,146
Total Liabilities $3,948
Net Assets $49,198

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,511
Expenses
$52,340
Net Income
-$3,829
Net Assets
$27,887
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,887
53.4%
Investment Income $8
0.0%
Net Fundraising $10,316
21.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,835
Total Liabilities $3,948
Net Assets $27,887

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated