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Christian Montessori School At Lake Norman

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: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Details

According to its July 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$1.13M (2023)

Expenses
$845k (2023)

Total Assets
$512k (2023)

Total Liabilities
$22.6k (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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,131,193
Expenses
$845,136
Net Income
$286,057
Net Assets
$488,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $167,250
14.8%
Program Services $961,903
85.0%
Investment Income $2,040
0.2%
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 $551,999
65.3%
Assets/Debt
Total Assets $511,581
Total Liabilities $22,614
Net Assets $488,967
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Wilburn Oziogu (President) $0 $0 $0
Whitney Chalcas (Vice President) $0 $0 $0
Libby Sarver (Officer) $0 $0 $0
Gretchen Barrett (Officer) $0 $0 $0
Kevin (Departhy) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$531,250
Expenses
$467,323
Net Income
$63,927
Net Assets
$202,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,984
8.7%
Program Services $476,861
89.8%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,400
1.6%
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 $232,352
49.7%
Assets/Debt
Total Assets $238,523
Total Liabilities $35,613
Net Assets $202,910
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Wilburn Oziogu (President) $0 $0 $0
Kristin Myers (Vice President) $0 $0 $0
Tom Robak (Officer) $0 $0 $0
Charles Horton (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$647,241
Expenses
$713,596
Net Income
-$66,355
Net Assets
$138,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $156,155
24.1%
Program Services $444,721
68.7%
Investment Income $165
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $46,200
7.1%
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 $375,490
52.6%
Assets/Debt
Total Assets $166,600
Total Liabilities $27,617
Net Assets $138,983
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Charles Horton (President) $0 $0 $0
Tony Gonzalez (Vice President) $0 $0 $0
Justin Edwards (Officer) $0 $0 $0
Andrew Gillette (Treasurer) $0 $0 $0
David Campbell (Officer) $0 $0 $0
Eric Befidi (Officer) $0 $0 $0
Toria Jones (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$905,005
Expenses
$1,016,869
Net Income
-$111,864
Net Assets
$93,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $137,177
15.2%
Program Services $740,140
81.8%
Investment Income $1,227
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $26,461
2.9%
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 $591,567
58.2%
Assets/Debt
Total Assets $201,109
Total Liabilities $107,668
Net Assets $93,441
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles Horton (President) $0 $0 $0
Tony Gonzalez (Vice President) $0 $0 $0
Andrew Gillette (Treasurer) $0 $0 $0
Toria Jones Miles (Secretary) $0 $0 $0
Kristin Myers (Officer) $0 $0 $0
Tom Robak (Officer) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,154,831
Expenses
$1,043,245
Net Income
$111,586
Net Assets
$205,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,116
0.4%
Program Services $1,094,637
94.8%
Investment Income $1,219
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $48,584
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,275
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $642,395
61.6%
Assets/Debt
Total Assets $281,629
Total Liabilities $76,292
Net Assets $205,337
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles Horton (President) $0 $0 $0
Tony Gonzalez (Vice President) $0 $0 $0
Justin Edwards (Officer) $0 $0 $0
Andrew Gillette (Treasurer) $0 $0 $0
David Campbell (Officer) $0 $0 $0
Eric Befidi (Officer) $0 $0 $0
Toria Jones (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,011,963
Expenses
$996,245
Net Income
$15,718
Net Assets
$93,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,687
0.9%
Program Services $964,617
95.3%
Investment Income $168
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $38,491
3.8%
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 $581,171
58.3%
Assets/Debt
Total Assets $214,811
Total Liabilities $121,060
Net Assets $93,751
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charles Horton (President) $0 $0 $0
Tony Gonzalez (Vice President) $0 $0 $0
Justin Edwards (Officer) $0 $0 $0
Brian Groeschel (Officer) $0 $0 $0
Andrew Gillette (Treasurer) $0 $0 $0
David Campbell (Officer) $0 $0 $0
Eric Befidi (Officer) $0 $0 $0
Toria Jones (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$732,600
Expenses
$693,405
Net Income
$39,195
Net Assets
$60,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,442
0.6%
Program Services $728,060
99.4%
Investment Income $98
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 $428,676
61.8%
Assets/Debt
Total Assets $184,993
Total Liabilities $124,347
Net Assets $60,646
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sonya Curry (Head Of School) $6,750 $0 $0
Charles Horton (President) $0 $0 $0
Toria J Miles (Secretary) $0 $0 $0
Brian Groeschel (Officer) $0 $0 $0
Ayanna Chance (Officer) $0 $0 $0
Paul Skoch (Officer) $0 $0 $0
Katie Hughes (Officer) $0 $0 $0
Adam Myers (Officer) $0 $0 $0
Katie Burak (Officer) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$719,129
Expenses
$670,073
Net Income
$49,056
Net Assets
$21,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,677
0.9%
Program Services $712,404
99.1%
Investment Income $48
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 $370,222
55.3%
Assets/Debt
Total Assets $156,927
Total Liabilities $135,476
Net Assets $21,451
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brian Groeschel (President) $0 $0 $0
Toria J Miles (Secretary) $0 $0 $0
Charles Horton (Treasurer) $0 $0 $0
Ayanna Chance (Officer) $0 $0 $0
Sonya Curry (Non Voting Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$770,339
Expenses
$708,041
Net Income
$62,298
Net Assets
-$48,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,586
0.3%
Program Services $743,909
96.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $23,800
3.1%
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 $419,479
59.2%
Assets/Debt
Total Assets $121,227
Total Liabilities $169,442
Net Assets -$48,215
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sonya Curry (President) $0 $0 $0
Wardell Curry (Vice President) $0 $0 $0
Trini Perry (Treasurer) $0 $0 $0
Van Walton (Director) $0 $0 $0
Marilynn Bowler (Secretary) $0 $0 $0
Loretta Tuttle (Director) $0 $0 $0
Sherry Orchard (Key Employee) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$844,260
Expenses
$804,876
Net Income
$39,384
Net Assets
-$110,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,007
1.5%
Program Services $831,191
98.5%
Investment Income $62
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 $463,743
57.6%
Assets/Debt
Total Assets $354,093
Total Liabilities $464,606
Net Assets -$110,513

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$688,873
Expenses
$757,406
Net Income
-$68,533
Net Assets
-$149,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $688,856
100.0%
Investment Income $17
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 $445,311
58.8%
Assets/Debt
Total Assets $357,203
Total Liabilities $507,100
Net Assets -$149,897

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$560,025
Expenses
$584,968
Net Income
-$24,943
Net Assets
-$81,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $560,017
100.0%
Investment Income $8
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 $337,511
57.7%
Assets/Debt
Total Assets $302,848
Total Liabilities $384,212
Net Assets -$81,364

Document Links

Fiscal Year Ending July
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 July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

Fiscal Year Ending July
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

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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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.
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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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