Nonprofit · EIN 30-0507479
CHARLOTTE ASSEMBLY
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $376,518 | $328,856 | $47,662 | $279,124 | $0 | $279,124 |
| January 31, 2025 | 990 | $308,960 | $289,031 | $19,929 | $231,462 | $0 | $231,462 |
| January 31, 2024 | 990 | $231,313 | $238,943 | -$7,630 | $211,533 | $0 | $211,533 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $376,514
- Investment income
- $4
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,650
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $314,851
- Management and general (functional)
- $14,005
Balance sheet and other
- Total assets, start of year
- $231,462
- Total assets, end of year
- $279,124
- Total liabilities, end of year
- $0
- Net assets, end of year
- $279,124
- Net assets without donor restrictions
- $279,124
- Gross receipts
- $376,518
- Employees
- 0
- Volunteers
- 45
- State of legal domicile
- NC
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 for the year ended January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Bradley | Past President Trustee or director, Officer | 1 | $0 |
| Betsy Parkhurst | President Trustee or director, Officer | 1 | $0 |
| Kristin Lewis | Treasurer Trustee or director, Officer | 1 | $0 |
| Mason Smith | Director Trustee or director | 1 | $0 |
| Elizabeth Bivens | Director Trustee or director | 1 | $0 |
| June Rhyne | Director Trustee or director | 1 | $0 |
| Sally Helweg | President Elect Trustee or director, Officer | 1 | $0 |
| Ann Miller | Secretary Trustee or director, Officer | 1 | $0 |
| Lori Mountcastle | Asst Treasurer Trustee or director, Officer | 1 | $0 |
| Jane Eubanks | Director Trustee or director | 1 | $0 |
| Frances Hankins | Director Trustee or director | 1 | $0 |
| Tiffany Hinson | Director Trustee or director | 1 | $0 |
| Carrie Sexton | Director Trustee or director | 1 | $0 |
| Kelly Callie | Director Trustee or director | 1 | $0 |
| Jen McAuley | Director Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katherine Daly | Director Trustee or director | 1 | $0 |
| Blair Donald | Director Trustee or director | 1 | $0 |
| Lydia Hanna | Director Trustee or director | 1 | $0 |
| Carrie Fisher | Director Trustee or director | 1 | $0 |
| Libby Gordon | Director Trustee or director | 1 | $0 |
| Holley McArthur | Director Trustee or director | 1 | $0 |
| Laura Shwedo | Director Trustee or director | 1 | $0 |
990 for the year ended January 31, 2025: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Bradley | President Trustee or director, Officer | 1 | $0 |
| Beth Bowen | Past President Trustee or director, Officer | 1 | $0 |
| Betsy Parkhurst | President Elect Trustee or director, Officer | 1 | $0 |
| Molly Macon | Treasurer Trustee or director, Officer | 1 | $0 |
| Kristin Lewis | Asst Treasurer Trustee or director, Officer | 1 | $0 |
| Kimbrel Morris | Secretary Trustee or director, Officer | 1 | $0 |
| Mason Smith | Director Trustee or director | 1 | $0 |
| Amy Burleson | Director Trustee or director | 1 | $0 |
| Martha Player | Director Trustee or director | 1 | $0 |
| Susan Calton | Director Trustee or director | 1 | $0 |
| Elizabeth Shaw | Director Trustee or director | 1 | $0 |
| Jane Lockwood | Director Trustee or director | 1 | $0 |
| Denny O'Leary | Director Trustee or director | 1 | $0 |
| June Rhyne | Director Trustee or director | 1 | $0 |
| Debbie Frail | Director Trustee or director | 1 | $0 |
| Meredith Jorgensen | Director Trustee or director | 1 | $0 |
| Betsy McIntyre | Director Trustee or director | 1 | $0 |
| Sally Helweg | Director Trustee or director | 1 | $0 |
| Mary Smith | Director Trustee or director | 1 | $0 |
| Cathy Austin | Director Trustee or director | 1 | $0 |
| Kathy Gately | Director Trustee or director | 1 | $0 |
990 for the year ended January 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Bradley | President Trustee or director, Officer | 1 | $0 |
| Beth Bowen | Past President Trustee or director, Officer | 1 | $0 |
| Betsy Parkhurst | President Elect Trustee or director, Officer | 1 | $0 |
| Molly Macon | Treasurer Trustee or director, Officer | 1 | $0 |
| Kristin Lewis | Asst Treasurer Trustee or director, Officer | 1 | $0 |
| Kimbrel Morris | Secretary Trustee or director, Officer | 1 | $0 |
| Mason Smith | Director Trustee or director | 1 | $0 |
| Amy Burleson | Director Trustee or director | 1 | $0 |
| Martha Player | Director Trustee or director | 1 | $0 |
| Susan Calton | Director Trustee or director | 1 | $0 |
| Elizabeth Shaw | Director Trustee or director | 1 | $0 |
| Jane Lockwood | Director Trustee or director | 1 | $0 |
| Denny O'Leary | Director Trustee or director | 1 | $0 |
| June Rhyne | Director Trustee or director | 1 | $0 |
| Debbie Frail | Director Trustee or director | 1 | $0 |
| Meredith Jorgensen | Director Trustee or director | 1 | $0 |
| Betsy McIntyre | Director Trustee or director | 1 | $0 |
| Sally Helweg | Director Trustee or director | 1 | $0 |
| Mary Smith | Director Trustee or director | 1 | $0 |
| Cathy Austin | Director Trustee or director | 1 | $0 |
| Kathy Gately | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4343 ARBORWAY, CHARLOTTE, NC 28211-3813
- In care of
- % MIMI LUCAS
- Mailing address (990-N for 2008)
- 809 Edgehill Road South, Charlotte NC 28207
- Principal officer (990 for 2025)
- Betsy Parkhurst, 4343 Arborway, Charlotte, NC 28211
- Principal officer (990-N for 2008)
- Elizabeth McDowell, 809 Edgehill Road South, Charlotte NC 28207
- Signed the 990
- Kristin Lewis, Treasurer
- Phone
- (704) 651-0170
- Return prepared by
- Foard and Company PA
Mission
Social Club
Program accomplishments
- Annual debutante ball and related activities.Expenses $314,851 · revenue $376,514
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 30-0507479
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N50)
- Assets (IRS master file)
- $279,124
- Income (IRS master file)
- $376,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $376,518 | $328,856 | $279,124 | XML |
| 990 | January 2025 | $308,960 | $289,031 | $231,462 | XML |
| 990 | January 2024 | $231,313 | $238,943 | $211,533 | XML |
| 990-EZ | January 2023 | – | – | – | IRS |
| 990-EZ | January 2022 | – | – | – | IRS |
| 990-EZ | January 2021 | – | – | – | IRS |
| 990-EZ | January 2020 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990-N for 2008 Officer: Elizabeth McDowell | January 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 30-0507479).
Questions about CHARLOTTE ASSEMBLY
- What is the EIN of CHARLOTTE ASSEMBLY?
- The employer identification number (EIN) of CHARLOTTE ASSEMBLY is 30-0507479.
- Is CHARLOTTE ASSEMBLY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 2009.
- Are donations to CHARLOTTE ASSEMBLY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHARLOTTE ASSEMBLY 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 CHARLOTTE ASSEMBLY due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE ASSEMBLY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of CHARLOTTE ASSEMBLY?
- The 990 for the year ended January 31, 2026 names Betsy Parkhurst.
- Who are the officers and directors of CHARLOTTE ASSEMBLY?
- The 990 for the year ended January 31, 2026 lists 22 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE ASSEMBLY have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $376,518, expenses of $328,856 and total assets of $279,124 at year end.
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- US NATIONAL WHITEWATER CENTER INC EIN 56-2247955 · last filed 990 for 2025
- CHARLOTTE SPORTS FOUNDATION EIN 46-2059715 · last filed 990 for 2025
- MYERS PARK COUNTRY CLUB INC EIN 56-0333840 · last filed 990 for 2024
- SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTER INC EIN 56-1100696 · last filed 990 for 2024
- VOR CLUB CORPORATION EIN 56-2101396 · last filed 990 for 2025
- NATIONAL JUNIOR COLLEGE ATHLETIC ASSOCIATION EIN 41-6023833 · last filed 990 for 2025
- FOUNDATION OF SHALOM PARK INC EIN 58-1477833 · last filed 990 for 2025
All nonprofits in CHARLOTTE · North Carolina · Recreation and sports