Nonprofit · EIN 20-2198277
TEACHING FELLOWS INSTITUTE INC
Tax-exempt · CHARLOTTE, NC 28270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $102,207 | $113,757 | -$11,550 | $59,508 | – | $59,508 |
| September 30, 2024 | 990-EZ | $71,343 | $91,895 | -$20,552 | $71,058 | – | $71,058 |
| September 30, 2023 | 990-EZ | $24,311 | $82,921 | -$58,610 | $91,610 | – | $91,610 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $85,202
- Program service revenue
- $15,250
- Investment income
- $1,755
Expenses
- Compensation of officers, directors and key employees
- $42,856
- Salaries, compensation and benefits (total)
- $50,512
- Other expenses
- $63,245
- Program services (functional)
- $92,032
Balance sheet and other
- Total assets, start of year
- $71,058
- Total assets, end of year
- $59,508
- Total liabilities, end of year
- –
- Net assets, end of year
- $59,508
- Cash, savings and investments
- $59,508
- Gross receipts
- $102,207
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Caldwell | Former Executive Director - Term 4-30-2025 | 30 | $42,856 |
| Ariana Shahinfar | Board Chair | 1 | $0 |
| Michael Magno | Board Member | 1 | $0 |
| Kay Sowers | Treasurer | 1 | $0 |
| Theresa Kasay | Board Member | 1 | $0 |
| Cheryl Riley | Board Member | 1 | $0 |
| Kevin Poirier | Board Member | 1 | $0 |
| Joseph Kenny | Board Member | 1 | $0 |
| Joanne Maguire | Secretary | 1 | $0 |
| Sonja Taylor | Board Member | 1 | $0 |
| Monica Browne | Board Member | 1 | $0 |
| Heather Chesnutt | Board Member | 1 | $0 |
| Ann Hannah | Board Member | 1 | $0 |
| Barbara Evans | Executive Director - As of 5 1 2025 | 30 | $0 |
990-EZ for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Caldwell | Executive Director | 30 | $42,432 |
| Adriana Shahinfar | Board Chair | 1 | $0 |
| Michael Magno | Board Member | 1 | $0 |
| Kay Sowers | Treasurer | 1 | $0 |
| Theresa Kasay | Board Member | 1 | $0 |
| Cheryl Riley | Board Member | 1 | $0 |
| Scott Waybright | Board Member | 1 | $0 |
| Joseph Kenny | Board Member | 1 | $0 |
| Joanne McGuire | Secretary | 1 | $0 |
| Sonja Taylor | Board Member | 1 | $0 |
| Monica Browne | Board Member | 1 | $0 |
990-EZ for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Caldwell | Executive Director | 30 | $40,800 |
| Adriana Shahinfar | Board Chair | 1 | $0 |
| Michael Magno | Board Member | 1 | $0 |
| Kay Sowers | Treasurer | 1 | $0 |
| Theresa Kasay | Board Member | 1 | $0 |
| Cheryl Riley | Board Member | 1 | $0 |
| Scott Waybright | Board Member | 1 | $0 |
| Joseph Kenny | Board Member | 1 | $0 |
| Joanne McGuire | Secretary | 1 | $0 |
| Sonja Taylor | Board Member | 1 | $0 |
| Monica Browne | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7301 SARDIS RD, CHARLOTTE, NC 28270-6063
- In care of
- % BARBARA CALDWELL
- Signed the 990-EZ
- Barbara Evans, Executive Director
Mission
TFI was established in 2005 to address K-12 teacher retention in Mecklenburg County in Charlotte NC. TFI focuses on engaging honoring and inspiring outstanding teachersFellows through leadership development professional learning opportunities and a thriving support network. Fellows are chosen through a competitive application process and uniquely include teachers from both public and independent schools IS with the IS schools covering the cost of their teachers.
Program accomplishments
- Symposium - In the summer of 2025 a 3-day in-person leadership and professional development symposium was held at the Duke Mansion for a new class of TFI Fellows. The leadership workshop was entitled Training for Work and Life, with Terrie Reeves and the professional development workshop was called Using Movement to Create Captivated Learners, with Dr. Linnea Lyding. The participation in this event included 25 Fellows plus 15 Alumni Fellows.Expenses $59,238
- Alumni Programming - Throughout the year over 200 teachers participated in at least one TFI engagement event which included evening workshops holiday luncheon school year kick-off reception author talks on K-12 education topics and social events.Expenses $32,794
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 20-2198277
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $59,508
- Income (IRS master file)
- $102,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $102,207 | $113,757 | $59,508 | XML |
| 990-EZ | September 2024 | $71,343 | $91,895 | $71,058 | XML |
| 990-EZ | September 2023 | $24,311 | $82,921 | $91,610 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2198277).
Questions about TEACHING FELLOWS INSTITUTE INC
- What is the EIN of TEACHING FELLOWS INSTITUTE INC?
- The employer identification number (EIN) of TEACHING FELLOWS INSTITUTE INC is 20-2198277.
- Is TEACHING FELLOWS INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to TEACHING FELLOWS INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TEACHING FELLOWS INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TEACHING FELLOWS INSTITUTE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEACHING FELLOWS INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of TEACHING FELLOWS INSTITUTE INC?
- The 990-EZ for the year ended September 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $42,856 (Barbara Caldwell, Former Executive Director - Term 4-30-2025).
- How much revenue does TEACHING FELLOWS INSTITUTE INC have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $102,207, expenses of $113,757 and total assets of $59,508 at year end.
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