Charlotte Region Chapter of Sim

CHARLOTTE, NC EIN: 27-1745235

The Chapter strives to strengthen professional communications among members who direct the application of information technology in private and pubic organizations (through meetings and education, networking, and philanthropy).

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$33K

-46.6% YoY

Annual Giving

$118K

+8.3% YoY

Grant Count

20

+11.1% YoY

Avg Grant Size

$6K

-2.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$82K$124K$165K2021202220232024
Metric202420232022
Total Assets$33,477$62,690$41,825
Revenue$112,870$149,893$103,876
Expenses$142,083$129,028$117,458
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$59K$88K$118K0 grants20210 grants202218 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNC CHARLOTTE$23KINNOVATE TECH CHARLOTTE$12KDOTTIE ROSE FOUNDATION$11KQUEEN CITY ROBOTICS ALLI…$9KYMCA OF GREATER CHARLOTTE$8KDIGIBRIDGE$7KINTECH FOUNDATIONS$6KPHILLIP O BERRY CMS SCHO…$6KGOODWILL INDUSTRIES SO P…$6KPROJECT SCIENTIST$5K

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
AMY PHILLIPSPRESIDENT5
MELISSA SAWYERVICE PRESIENT PRESIDENT ELECT5
EDDIE BRUCESECRETARY2
CHRIS LONGTREASURER PAST PRESIDENT2
KATYA GORLATOVAMEMBERSHIP CO-CHAIR2
ADLI ISSAMEMBERSHIP CO-CHAIR2
DREW WATTSPROGRAMS CO-CHAIR2
WES WETMOREPROGRAMS CO-CHAIR2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

BelmontCharlotteDavidsonLittletonRock Hill

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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