Nonprofit · EIN 33-1127376
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC
Also known as INSTITUTE FOR SOCIAL CAPITAL
Tax-exempt · CHARLOTTE, NC 28223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $0 | $2,014 | -$2,014 | $242,741 | $0 | $242,741 |
| June 30, 2024 | 990-EZ | $11,759 | $1,953 | $9,806 | $244,755 | $0 | $244,755 |
| June 30, 2023 | 990-EZ | $9,500 | $4,564 | $4,936 | $234,949 | $0 | $234,949 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $2,014
- Program services (functional)
- $2,014
Balance sheet and other
- Total assets, start of year
- $244,755
- Total assets, end of year
- $242,741
- Total liabilities, end of year
- $0
- Net assets, end of year
- $242,741
- Cash, savings and investments
- $242,741
- Gross receipts
- $0
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW BOWEN | BOARD MEMBER | 1 | $0 |
| CASEY CALLOWAY | BOARD MEMBER | 1 | $0 |
| SHERRI CHISHOLM | BOARD MEMBER | 1 | $0 |
| BRIAN COLLIER | BOARD MEMBER | 1 | $0 |
| KATHRYN FIRMIN-SELLERS | BOARD MEMBER | 1 | $0 |
| GERALDINE GARDNER | BOARD MEMBER | 1 | $0 |
| TIM GIBBONS | BOARD MEMBER | 1 | $0 |
| DOUG HAGUE | BOARD MEMBER | 1 | $0 |
| MELVIN HERRING | BOARD MEMBER | 1 | $0 |
| KRISTEN HOWARD | BOARD MEMBER | 1 | $0 |
| RAQUEL LYNCH | BOARD MEMBER | 1 | $0 |
| CARLENE MAYFIELD | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW BOWEN | BOARD MEMBER | 1 | $0 |
| CASEY CALLOWAY | BOARD MEMBER | 1 | $0 |
| SHERRI CHISHOLM | BOARD MEMBER | 1 | $0 |
| BRIAN COLLIER | BOARD MEMBER | 1 | $0 |
| KATHRYN FIRMIN-SELLERS | BOARD MEMBER | 1 | $0 |
| GERALDINE GARDNER | BOARD MEMBER | 1 | $0 |
| TIM GIBBONS | BOARD MEMBER | 1 | $0 |
| DOUG HAGUE | BOARD MEMBER | 1 | $0 |
| MELVIN HERRING | BOARD MEMBER | 1 | $0 |
| KRISTEN HOWARD | BOARD MEMBER | 1 | $0 |
| RAQUEL LYNCH | BOARD MEMBER | 1 | $0 |
| CARLENE MAYFIELD | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK BARNES | BOARD MEMBER | 1 | $0 |
| CASEY CALLOWAY | BOARD MEMBER | 1 | $0 |
| SHERRY CHISHOLM | BOARD MEMBER | 1 | $0 |
| BRIAN COLLIER | BOARD MEMBER | 1 | $0 |
| DR KATHRYN FIRMIN-SELLERS | BOARD MEMBER | 1 | $0 |
| DOUG HAGUE | BOARD MEMBER | 1 | $0 |
| REBECCA HEFNER | BOARD MEMBER | 1 | $0 |
| MELVIN HERRING | BOARD MEMBER | 1 | $0 |
| JAMALL KINARD | BOARD MEMBER | 1 | $0 |
| CARLENE MAYFIELD | BOARD MEMBER | 1 | $0 |
| CAROL MORRIS | BOARD MEMBER | 1 | $0 |
| ANN OSHEL | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223-0001
- Signed the 990-EZ
- JEREMY ALAJAJIAN, TREASURER
- Phone
- (704) 687-5806
- Return prepared by
- RSM US LLP
Mission
THE PURPOSE OF THE CORPORATION IS TO FOSTER EDUCATIONAL SOCIAL PROGRAMS AND HUMAN CAPITAL RESEARCH TO BENEFIT THE PUBLIC AGENCIES AND ITS PARTICIPANTS, AND TO BENEFIT THE COMMUNITY THROUGH COLLABORATION.
Program accomplishments
- TO FOSTER EDUCATIONAL, SOCIAL, AND HUMAN CAPITAL RESEARCH. TO PLAN, COMPILE, VALIDATE AND EVALUATE SOCIAL SERVICES TO IMPROVE SOCIAL PROGRAMS FOR CHILDREN AND YOUTH AND THE NEEDS OF SENIORS AND FAMILIES. EVALUATED AND REPORTED ON THE EFFECTIVENESS OF PROGRAM DATA PROVIDED TO THESE VARIOUS SOCIAL AGENCIES.Expenses $2,014
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-1127376
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $242,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $0 | $2,014 | $242,741 | XML |
| 990-EZ | June 2024 | $11,759 | $1,953 | $244,755 | XML |
| 990-EZ | June 2023 | $9,500 | $4,564 | $234,949 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 33-1127376).
Questions about UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC
- What is the EIN of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC?
- The employer identification number (EIN) of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC is 33-1127376.
- Is UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Which annual return does UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INST FOR SOCIAL CPTL INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $0, expenses of $2,014 and total assets of $242,741 at year end.
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