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Charlotte Latin Schools Inc

  • Charlotte, NC
  • Tax-exempt since Sept. 1972
  • EIN: 56-0944449

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$57.2M (2023)

Expenses
$51.2M (2023)

Total Assets
$147M (2023)

Total Liabilities
$53.9M (2023)

Source: Form 990 tax filings from 2012 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,204,279
Expenses
$51,234,910
Net Income
$5,969,369
Net Assets
$93,434,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,586,905
15.0%
Program Services $46,635,653
81.5%
Investment Income $522,256
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,459,465
2.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,393,401
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $24,197,518
47.2%
Assets/Debt
Total Assets $147,355,358
Total Liabilities $53,921,047
Net Assets $93,434,311
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles D Baldecchi (Head Of School) $902,167 $0 $49,029
Fletcher H Gregory Iii (Former Cfo Until 6/2022) $227,629 $0 $32,807
Sonja Taylor (Assoc. Head Of School) $211,590 $0 $25,870
Lawrence Wall (Head Of Upper School) $176,616 $0 $30,379
Todd Ballaban (Head Of Middle School) $175,541 $0 $32,946
Marcus Tayloe (Head Of Lower School) $170,292 $0 $43,893
Joanne Beam (Philanthropy Director) $159,438 $0 $41,362
Robert Mcarthur (Cfo And Coo (From 7/2022)) $132,744 $0 $8,525
Mike Freno (Chair) $0 $0 $0
Rael Gorelick (Vice Chair) $0 $0 $0
Phil Colaco (Treasurer) $0 $0 $0
Debbie S Frail (Secretary) $0 $0 $0
Irm Bellavia (Director) $0 $0 $0
John Comly (Director) $0 $0 $0
Mary Katherine Dubose (Director) $0 $0 $0
Adaora A Eruchalu (Director) $0 $0 $0
Paige Ford (Director) $0 $0 $0
Don Gately (Director) $0 $0 $0
Karim Lokas (Director) $0 $0 $0
John T Mccoy (Director) $0 $0 $0
Kristin Middendorf (Director) $0 $0 $0
Uma O'brien (Director) $0 $0 $0
Denny O'leary (Director) $0 $0 $0
Christian Robinson (Director) $0 $0 $0
Dave Shuford (Director) $0 $0 $0
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990
Filed on April 2, 2024

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

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XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,213,671
Expenses
$48,118,067
Net Income
$6,095,604
Net Assets
$83,789,966
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,870,717
16.4%
Program Services $43,500,425
80.2%
Investment Income $1,495,063
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $192,507
0.4%
Sales of Assets $128,434
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,251,389
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $22,718,302
47.2%
Assets/Debt
Total Assets $136,653,905
Total Liabilities $52,863,939
Net Assets $83,789,966
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles D Baldecchi (Head Of School) $880,429 $0 $58,690
Fletcher H Gregory Iii (Assoc. Head Of School/Cfo) $247,713 $0 $48,304
Sonja Taylor (Assoc. Head Of School) $199,065 $0 $27,175
Joanne Beam (Philanthropy Director) $175,410 $0 $26,891
Lawrence Wall (Head Of Upper School) $173,026 $0 $29,823
Todd Ballaban (Head Of Middle School) $170,714 $0 $40,327
Marcus Tayloe (Head Of Lower School) $166,077 $0 $44,298
Denny O'leary (Chair) $0 $0 $0
Mike Freno (Vice Chair) $0 $0 $0
Mitchell Wickham (Treasurer) $0 $0 $0
Courtney Hyder (Secretary) $0 $0 $0
Irm Bellavia (Director) $0 $0 $0
Phil Colaco (Director) $0 $0 $0
John Comly (Director) $0 $0 $0
Mary Katherine Dubose (Director) $0 $0 $0
Adaora A Eruchalu (Director) $0 $0 $0
Debbie S Frail (Director) $0 $0 $0
Don Gately (Director) $0 $0 $0
Israel K Gorelick (Director) $0 $0 $0
Joy M Kenefick (Director) $0 $0 $0
Karim Lokas (Director) $0 $0 $0
John T Mccoy (Director) $0 $0 $0
Kristin Middendorf (Director) $0 $0 $0
A Coy Monk Iv (Director) $0 $0 $0
Uma O'brien (Director) $0 $0 $0
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990
Filed on May 1, 2023

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

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,461,290
Expenses
$44,972,907
Net Income
$2,488,383
Net Assets
$84,044,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,928,417
10.4%
Program Services $39,761,285
83.8%
Investment Income $129,663
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,029,457
4.3%
Net Inventory Sales $0
Other Revenue $612,468
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,203,685
2.7%
Professional Fundraising Fees $79,000
0.2%
Other Salaries and Wages $23,258,556
51.7%
Assets/Debt
Total Assets $136,686,590
Total Liabilities $52,642,427
Net Assets $84,044,163
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles D Baldecchi (Head Of School) $846,242 $0 $54,178
Fletcher H Gregory Iii (Assoc. Head Of School/Cfo) $243,638 $0 $47,405
Fredrik Akerblom (Director Of Development) $191,229 $0 $38,886
Lawrence Wall (Head Of Upper School) $168,911 $0 $29,166
Todd Ballaban (Head Of Middle School) $166,668 $0 $39,450
Sonja Taylor (Assoc. Head Of School) $163,356 $0 $23,009
Marcus Tayloe (Head Of Lower School) $163,073 $0 $42,575
Denny S O'leary (Chair) $0 $0 $0
Mike D Freno (Vice Chair) $0 $0 $0
R Mitchell Wickham (Treasurer) $0 $0 $0
Courtney P Hyder (Secretary) $0 $0 $0
Irm Bellavia (Director) $0 $0 $0
Phil Colaco (Director) $0 $0 $0
John Comly (Director) $0 $0 $0
Mary Katherine Dubose (Director) $0 $0 $0
Adaora A Eruchalu (Director) $0 $0 $0
Debbie S Frail (Director) $0 $0 $0
Don Gately (Director) $0 $0 $0
Israel K Gorelick (Director) $0 $0 $0
Joy M Kenefick (Director) $0 $0 $0
Karim Lokas (Director) $0 $0 $0
John T Mccoy (Director) $0 $0 $0
Kristin Middendorf (Director) $0 $0 $0
A Coy Monk Iv (Director) $0 $0 $0
Uma O'brien (Director) $0 $0 $0
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990
Filed on April 12, 2022

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

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XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,422,411
Expenses
$40,011,803
Net Income
-$589,392
Net Assets
$73,160,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,165,844
10.6%
Program Services $35,105,012
89.0%
Investment Income $318,129
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$166,574
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,192,176
5.5%
Professional Fundraising Fees $109,813
0.3%
Other Salaries and Wages $18,716,326
46.8%
Assets/Debt
Total Assets $120,877,859
Total Liabilities $47,717,624
Net Assets $73,160,235
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Archibald Mcintosh Jr (Former Head Of School) $1,386,639 $0 $30,786
Charles D Baldecchi (Head Of School) $484,798 $0 $51,791
Fletcher H Gregory Iii (Associate Head Of School/Cfo) $230,063 $0 $40,860
Fredrik Akerblom (Director Of Development) $192,259 $0 $34,447
Todd Ballaban (Head Of Middle School) $161,943 $0 $33,434
Daniel Chamberlain (Assoc. Head For Academic Affairs) $161,501 $0 $32,181
Lawrence Wall (Head Of Upper School) $160,064 $0 $25,094
Marcus Tayloe (Head Of Lower School) $154,859 $0 $35,982
Thad M Sharrett (Chair) $0 $0 $0
Denny S O'leary (Vice Chair) $0 $0 $0
Joycelyn C Lavelle (Secretary) $0 $0 $0
R Mitchell Wickham (Treasurer) $0 $0 $0
William C Adams (Board Member) $0 $0 $0
Lynn G Crutchfield (Board Member) $0 $0 $0
Mary Katherine Dubose (Board Member) $0 $0 $0
Adaora A Eruchalu (Board Member) $0 $0 $0
Debbie S Frail (Board Member) $0 $0 $0
Mike D Freno (Board Member) $0 $0 $0
Israel K Gorelick (Board Member) $0 $0 $0
Jonathan S Halkyard (Board Member) $0 $0 $0
Courtney P Hyder (Board Member) $0 $0 $0
Joy M Kenefick (Board Member) $0 $0 $0
Eric J Lloyd (Board Member) $0 $0 $0
Karim Lokas (Board Member) $0 $0 $0
John T Mccoy (Board Member) $0 $0 $0
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990
Filed on May 6, 2021

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

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,827,199
Expenses
$38,684,644
Net Income
$4,142,555
Net Assets
$72,361,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,921,590
16.2%
Program Services $34,310,129
80.1%
Investment Income $1,282,388
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $313,092
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $860,622
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $18,702,811
48.3%
Assets/Debt
Total Assets $118,269,073
Total Liabilities $45,907,359
Net Assets $72,361,714
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch N Mcintosh Jr (Headmaster) $496,221 $0 $104,652
Fletcher Gregory (Associate Headmaster/Cfo) $219,420 $0 $40,329
Fredrik Akerblom (Director Of Development) $177,858 $0 $25,291
Daniel Chamberlain (Associate Headmaster For Academic Affairs) $156,063 $0 $31,581
Lawrence Wall (Head Of Upper School) $154,500 $0 $23,204
Marcus Tayloe (Head Of Lower School) $149,205 $0 $35,212
Todd Ballaban (Head Of Middle School) $147,966 $0 $26,661
Thad Sharrett (Chair) $0 $0 $0
Denny O'leary (Vice Chair) $0 $0 $0
Joycelyn Lavelle (Secretary) $0 $0 $0
Mike Freno (Treasurer) $0 $0 $0
Clay Adams (Board Member) $0 $0 $0
Lynn Crutchfield (Board Member) $0 $0 $0
Jean Davis (Board Member) $0 $0 $0
Adaora Eruchalu (Board Member) $0 $0 $0
Heather Finke (Board Member) $0 $0 $0
Debbie Frail (Board Member) $0 $0 $0
Rael Gorelick (Board Member) $0 $0 $0
Jonathan Halkyard (Board Member) $0 $0 $0
Courtney Hyder (Board Member) $0 $0 $0
Joy Kenefick (Board Member) $0 $0 $0
Eric Lloyd (Board Member) $0 $0 $0
John Mccoy (Board Member) $0 $0 $0
Coy Monk (Board Member) $0 $0 $0
John Norman (Board Member) $0 $0 $0
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990
Filed on April 21, 2020

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

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,334,160
Expenses
$36,201,970
Net Income
$3,132,190
Net Assets
$66,912,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,985,737
15.2%
Program Services $33,269,690
84.6%
Investment Income $778,654
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$699,921
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $795,232
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $17,152,993
47.4%
Assets/Debt
Total Assets $99,281,978
Total Liabilities $32,369,270
Net Assets $66,912,708
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch N Mcintosh Jr (Headmaster) $439,023 $0 $94,874
Fletcher Gregory (Associate Headmaster/Dir. Of Finance) $208,378 $0 $30,605
Mark Tayloe (Head Of Lower School) $158,337 $0 $28,812
Daniel Chamberlain (Associate Headmaster For Academic Affairs) $147,643 $0 $19,407
Lawrence Wall (Head Of Upper School) $146,858 $0 $19,140
David Gatoux (Athletics Director) $132,809 $0 $27,210
Mary Yorke Oates (Director Of Admissions) $122,222 $0 $4,525
Jean E Davis (Chair) $0 $0 $0
Thad M Sharrett (Vice Chair) $0 $0 $0
Joycelyn C Lavelle (Secretary) $0 $0 $0
John G Norman (Treasurer) $0 $0 $0
William C Adams (Board Member) $0 $0 $0
Joanne O'brien Beam (Board Member) $0 $0 $0
Robert G Calton Iii (Board Member) $0 $0 $0
Lynn G Crutchfield (Board Member) $0 $0 $0
Adaora A Eruchalu (Board Member) $0 $0 $0
Heather S Finke (Board Member) $0 $0 $0
Debbie S Frail (Board Member) $0 $0 $0
Mike D Freno (Board Member) $0 $0 $0
Johnathan S Halkyard (Board Member) $0 $0 $0
Courtney P Hyder (Board Member) $0 $0 $0
Kelly L Katterhagen (Board Member) $0 $0 $0
Joy M Kenefick (Board Member) $0 $0 $0
Eric J Lloyd (Board Member) $0 $0 $0
A Coy Monk Iv (Board Member) $0 $0 $0
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990
Filed on March 13, 2019

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

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,373,348
Expenses
$34,216,207
Net Income
$5,157,141
Net Assets
$62,762,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,076,071
18.0%
Program Services $31,373,235
79.7%
Investment Income $718,148
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $205,894
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $668,677
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $16,574,387
48.4%
Assets/Debt
Total Assets $90,396,445
Total Liabilities $27,634,298
Net Assets $62,762,147
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch N Mc Intosh Jr (Headmaster) $338,288 $0 $97,037
Fletcher Gregory (Associate Headmaster/Dir. Of Finance) $200,000 $0 $33,352
Mark Tayloe (Head Of Lower School) $152,970 $0 $29,159
Mary Jane Gallgher (Director Of Development) $148,782 $0 $20,498
Lawrence Wall (Head Of Upper School) $145,973 $0 $20,953
David Gatoux (Athletic Director) $128,919 $0 $26,907
Debbie Lamm (Head Of Middle School) $128,386 $0 $21,517
Jean E Davis (Chair) $0 $0 $0
John G Norman (Treasurer) $0 $0 $0
Joycelyn C Lavelle (Secretary) $0 $0 $0
William C Adams (Board Member) $0 $0 $0
Gary J Anderson (Board Member) $0 $0 $0
Joanne O'brien Beam (Board Member) $0 $0 $0
William A Bowen Jr (Board Member) $0 $0 $0
Robert G Calton Iii (Board Member) $0 $0 $0
Lynn G Crutchfield (Board Member) $0 $0 $0
Heather S Finke (Board Member) $0 $0 $0
Mike D Freno (Board Member) $0 $0 $0
Kodwo Ghartey Tagoe (Board Member) $0 $0 $0
Courtney P Hyder (Board Member) $0 $0 $0
Edward P Imbrogno (Board Member) $0 $0 $0
Kelly L Katterhagen (Board Member) $0 $0 $0
Joy M Kenefick (Board Member) $0 $0 $0
Eric J Lloyd (Board Member) $0 $0 $0
A Coy Monk Iv (Board Member) $0 $0 $0
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990
Filed on May 8, 2018

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

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,773,774
Expenses
$32,889,781
Net Income
$1,883,993
Net Assets
$55,065,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,863,927
14.0%
Program Services $30,170,213
86.8%
Investment Income $802,809
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,063,175
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $647,900
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $16,082,380
48.9%
Assets/Debt
Total Assets $81,953,688
Total Liabilities $26,888,412
Net Assets $55,065,276
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch Mc Intosh (Headmaster) $388,455 $0 $43,070
Fletcher Gregory (Associate Headmaster) $188,323 $0 $28,062
Mark Tayloe (Head Of Lower School) $156,873 $0 $44,899
Mary Jane Gallgher (Director Of Development) $139,744 $0 $17,973
Lawrence Wall (Head Of Upper School) $133,120 $0 $18,884
David Gatoux (Athletic Director) $126,181 $0 $21,390
Debbie Lamm (Head Of Middle School) $123,978 $0 $18,333
Kodwo Ghartey Tagoe (Board Member) $0 $0 $0
Lynn G Crutchfield (Board Member) $0 $0 $0
Gary James Anderson (Board Member) $0 $0 $0
Joanne O'brien Beam (Board Member) $0 $0 $0
William A Bowen Jr (Board Member) $0 $0 $0
Robert G Calton Iii (Board Member) $0 $0 $0
Heather S Finke (Board Member) $0 $0 $0
Kelly L Katterhagen (Board Member) $0 $0 $0
William C Adams (Board Member) $0 $0 $0
Edward P Imbrogno (Board Member) $0 $0 $0
Thad M Sharrett (Board Member) $0 $0 $0
J Oycelyn C Lavelle (Board Member) $0 $0 $0
Denny Smith O'leary (Board Member) $0 $0 $0
Robert A Schleusner Iii (Board Member) $0 $0 $0
Walker C Simmons (Board Member) $0 $0 $0
Eric J Lloyd (Immediate Past Chair) $0 $0 $0
Jean E Davis (Chair) $0 $0 $0
Ruth K Gammon (Secretary) $0 $0 $0
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990
Filed on Nov. 10, 2016

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

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,808,787
Expenses
$31,364,848
Net Income
-$556,061
Net Assets
$53,181,283
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,765,903
5.7%
Program Services $29,053,713
94.3%
Investment Income $762,188
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$773,017
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $683,049
2.2%
Professional Fundraising Fees $28,000
0.1%
Other Salaries and Wages $15,260,746
48.7%
Assets/Debt
Total Assets $78,681,942
Total Liabilities $25,500,659
Net Assets $53,181,283
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch Mcintosh (Headmaster) $383,128 $0 $91,998
Fletcher Gregory (Associate Headmaster) $180,900 $0 $27,023
Mark Tayloe (Head Of Lower School) $162,881 $0 $54,832
Lawrence Wall (Head Of Upper School) $127,893 $0 $16,767
Mary Jane Gallgher (Director Of Development) $125,285 $0 $15,765
David Gatoux (Athletic Director) $123,003 $0 $21,732
Debbie Lamm (Head Of Middle School) $120,180 $0 $18,150
Kodwo Ghartey Tagoe (Board Member) $0 $0 $0
Louis C Stephens Iii (Board Member) $0 $0 $0
Gary James Anderson (Board Member) $0 $0 $0
Joanne O'brien Beam (Board Member) $0 $0 $0
William A Bowen Jr (Board Member) $0 $0 $0
Robert G Calton Iii (Board Member) $0 $0 $0
Heather S Finke (Board Member) $0 $0 $0
Kelly L Katterhagen (Board Member) $0 $0 $0
John Norman (Board Member) $0 $0 $0
Jill E Olmstead (Board Member) $0 $0 $0
Thad M Sharrett (Board Member) $0 $0 $0
Eric J Lloyd (Chairman) $0 $0 $0
Jean E Davis (Vice Chair And Chair Elect) $0 $0 $0
Ruth K Gammon (Secretary) $0 $0 $0
Ed Imbrogno (Treasurer) $0 $0 $0
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990
Filed on Nov. 13, 2015

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

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PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,857,426
Expenses
$30,419,608
Net Income
$3,437,818
Net Assets
$53,737,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,558,083
4.6%
Program Services $28,389,648
83.9%
Investment Income $701,008
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,208,687
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $717,657
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $14,694,740
48.3%
Assets/Debt
Total Assets $79,218,115
Total Liabilities $25,480,771
Net Assets $53,737,344
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Arch Mcintosh (Headmaster) $439,209 $0 $82,072
Fletcher Gregory (Associate Head/Cfo) $169,677 $0 $26,699
Mark Tayloe (Head Of Lower School) $166,679 $0 $51,514
Lawrence Wall (Head Upper School) $123,543 $0 $15,888
David Gatoux (Athletic Director) $119,893 $0 $14,613
Debbie Lamm (Head Middle School) $116,005 $0 $17,075
Janice Privette (Assistant To Headmaster) $111,377 $0 $20,847
Gary James Anderson (Board Member) $0 $0 $0
Joanne O'brien Beam (Board Member) $0 $0 $0
Robert G Calton Iii (Board Member) $0 $0 $0
Julie C Chiu (Board Member) $0 $0 $0
Heather S Finke (Board Member) $0 $0 $0
Kodwo Ghartey Tagoe (Board Member) $0 $0 $0
Cresful William Horne Jr (Board Member) $0 $0 $0
Ed Imbrogno (Board Member) $0 $0 $0
Kelly L Katterhagen (Board Member) $0 $0 $0
Jill E Olmstead (Board Member) $0 $0 $0
Thad M Sharrett (Board Member) $0 $0 $0
Louis C Stephens Iii (Board Member) $0 $0 $0
Parkie Thomas (Board Member) $0 $0 $0
Claudius E Watts Iv (Board Member) $0 $0 $0
Eric J Lloyd (Chairman) $0 $0 $0
Jean E Davis (Vice Chairman) $0 $0 $0
Ruth K Gammon (Secretary) $0 $0 $0
William A Bowen Jr (Treasurer) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,957,020
Expenses
$29,195,085
Net Income
$2,761,935
Net Assets
$50,229,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,941,242
6.1%
Program Services $27,629,518
86.5%
Investment Income $762,181
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,624,079
5.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $673,578
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $14,082,762
48.2%
Assets/Debt
Total Assets $75,754,201
Total Liabilities $25,524,822
Net Assets $50,229,379

Document Links

990
Filed on Dec. 20, 2013

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,481,172
Expenses
$28,417,720
Net Income
$1,063,452
Net Assets
$47,208,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,548,119
8.6%
Program Services $26,679,224
90.5%
Investment Income $253,829
0.9%
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 $646,136
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $13,721,626
48.3%
Assets/Debt
Total Assets $73,796,905
Total Liabilities $26,587,971
Net Assets $47,208,934

Document Links

990

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

PDF

Fiscal Year Ending June
2011

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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF
PDF (2 of 2)

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
2006

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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
2004

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

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

PDF

Fiscal Year Ending June
2003

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

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

PDF

Fiscal Year Ending June
2002

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

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

PDF

Fiscal Year Ending June
2001

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

Primary 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