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Charlotte Mason Institute Inc

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.

Summary charts: organization finances over time

Revenue
$457k (2022)

Expenses
$450k (2022)

Total Assets
$264k (2022)

Total Liabilities
$39.4k (2022)

Source: Form 990 tax filings from 2015 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 Form 990
Revenue
$456,668
Expenses
$450,383
Net Income
$6,285
Net Assets
$224,916
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,068
15.8%
Program Services $364,318
79.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,282
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $110,578
24.6%
Assets/Debt
Total Assets $264,336
Total Liabilities $39,420
Net Assets $224,916
Compensation
Key Employees and Officers Compensation Related Other
Deani Van Pelt (Chair) $0 $0 $0
Kelli Christenberry (Vice Chair) $0 $0 $0
Leann Burkholder (Secretary/Interim Treasurer) $0 $0 $0
Lisa Ector (Board Member) $0 $0 $0
Kerri Forney (Board Member) $0 $0 $0
Min Hwang (Board Member) $0 $0 $0
Amber Johnston (Board Member) $0 $0 $0
Sara To (Board Member) $0 $0 $0
Jack Beckman (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,233
Expenses
$218,531
Net Income
$116,702
Net Assets
$218,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,236
13.2%
Program Services $285,728
85.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,269
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $85,170
39.0%
Assets/Debt
Total Assets $270,131
Total Liabilities $51,500
Net Assets $218,631
Compensation
Key Employees and Officers Compensation Related Other
Kelli Christenberry (Co Vice Chair) $0 $0 $0
Angie Bunten (Treasurer) $0 $0 $0
Jack Beckman (Chair) $0 $0 $0
Kerri Forney (Board Member) $0 $0 $0
Lisa Ector (Co Vice Chair) $0 $0 $0
Deani Van Pelt (Board Member) $0 $0 $0
Amber Johnston (Board Member) $0 $0 $0
Sara To (Board Member) $0 $0 $0
Leann Burkholder (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$249,587
Expenses
$178,886
Net Income
$70,701
Net Assets
$101,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,167
14.1%
Program Services $211,875
84.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $52
0.0%
Other Revenue $2,493
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $63,270
35.4%
Assets/Debt
Total Assets $116,988
Total Liabilities $15,059
Net Assets $101,929
Compensation
Key Employees and Officers Compensation Related Other
Kelli Christenberry (Chair) $0 $0 $0
Angie Bunten (Treasurer) $0 $0 $0
Jack Beckman (Secretary) $0 $0 $0
Kerri Forney (Board Member) $0 $0 $0
Lisa Cadora (Vice Chair) $0 $0 $0
Storm Hutchinson (Board Member) $0 $0 $0
Deani Van Pelt (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$392,491
Expenses
$381,699
Net Income
$10,792
Net Assets
$31,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $138,680
35.3%
Program Services $253,189
64.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,871
Other Revenue $2,493
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $70,955
18.6%
Assets/Debt
Total Assets $47,219
Total Liabilities $16,035
Net Assets $31,184
Compensation
Key Employees and Officers Compensation Related Other
Kerri Forney (Board Member) $59,571 $0 $0
Kelli Christenberry (Chair) $13,802 $0 $0
Jack Beckman (Secretary) $300 $0 $0
Storm Hutchinson (Board Member) $288 $0 $0
Angie Bunten (Treasurer) $0 $0 $0
Lisa Cadora (Vice Chair) $0 $0 $0
Deani Van Pelt (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$326,943
Expenses
$378,088
Net Income
-$51,145
Net Assets
$20,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,735
18.3%
Program Services $266,188
81.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,020
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $85,344
22.6%
Assets/Debt
Total Assets $183,030
Total Liabilities $162,638
Net Assets $20,392
Compensation
Key Employees and Officers Compensation Related Other
J Carroll Smith (Executive Director) $12,000 $0 $0
Lisa Cadora (Chair) $0 $0 $0
Brendan Vigorito (Treasurer) $0 $0 $0
Jack Beckman (Secretary) $0 $0 $0
Kerri Fornay (Board Member) $0 $0 $0
Kelli Christenberry (Vice Chair) $0 $0 $0
Steve Mattern (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$277,189
Expenses
$254,888
Net Income
$22,301
Net Assets
$71,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,047
1.5%
Program Services $259,533
93.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,609
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $23,960
9.4%
Assets/Debt
Total Assets $282,697
Total Liabilities $211,160
Net Assets $71,537
Compensation
Key Employees and Officers Compensation Related Other
Lisa Cadora (Chair) $0 $0 $0
Brendan Vigorito (Treasurer) $0 $0 $0
Antonella Greco (Secretary) $0 $0 $0
Kerri Fornay (Board Member) $0 $0 $0
Kelli Christenberry (Board Member) $0 $0 $0
Art Middlekauff (Board Member) $0 $0 $0
Nancy Kelly (Board Member) $0 $0 $0
Jenn Stec (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,327
Expenses
$153,655
Net Income
$37,672
Net Assets
$49,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $50
0.0%
Program Services $184,816
96.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,976
2.6%
Other Revenue $0
Assets/Debt
Total Assets $50,525
Total Liabilities $1,289
Net Assets $49,236
Compensation
Key Employees and Officers Compensation Other
Arthur Middlekauff (Chair) $0 $0
Nancy Kelly (Vice Chair) $0 $0
Jennifer Stec (Secretary) $0 $0
Gladys Schaefer (Treasurer) $0 $0
Kerri Forney (Director) $0 $0
Lisa Cadora (Director) $0 $0
Kelli Christenberry (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,225
Expenses
$84,208
Net Income
$2,017
Net Assets
$11,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,650
8.9%
Program Services $78,575
91.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $11,564
Total Liabilities $0
Net Assets $11,564
Compensation
Key Employees and Officers Compensation Other
Carroll Smith (Founder And Director) $0 $0
Arthur Middlekauff (Chair) $0 $0
Nancy Kelly (Vice Chair) $0 $0
Jennifer Stec (Secretary) $0 $0
Gladys Schaefer (Treasurer) $0 $0
Jennifer Spencer (Director) $0 $0
Kerry Forney (Director) $0 $0

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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