Nonprofit · EIN 46-1173529
EXPEDITION SCHOOL
Tax-exempt (reinstated) · RUTHERFORDTON, NC 28139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,470,051 | $5,069,279 | $400,772 | $13,741,907 | $10,938,168 | $2,803,739 |
| June 30, 2024 | 990 | $5,257,578 | $5,128,965 | $128,613 | $13,488,273 | $11,085,306 | $2,402,967 |
| June 30, 2023 | 990 | $5,149,732 | $5,036,285 | $113,447 | $13,439,876 | $11,165,522 | $2,274,354 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $171,902
- of which government grants
- $151,343
- Program service revenue
- $5,298,149
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,688,698
- Salaries, compensation and benefits (total)
- $3,312,513
- Professional fundraising fees
- $0
- Legal fees
- $10,388
- Accounting fees
- $8,026
- Occupancy
- $65,788
- Depreciation
- $431,887
- Program services (functional)
- $3,813,787
- Management and general (functional)
- $1,255,492
Balance sheet and other
- Total assets, start of year
- $13,488,273
- Total assets, end of year
- $13,741,907
- Total liabilities, end of year
- $10,938,168
- Net assets, end of year
- $2,803,739
- Land, buildings and equipment
- $10,111,836
- Net assets without donor restrictions
- $2,803,739
- Gross receipts
- $5,470,051
- Employees
- 81
- Year formed
- 2012
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cheryl Schall | Chair Trustee or director, Officer | 1 | $0 |
| Gavin Jocius | Treasurer Trustee or director, Officer | 1 | $0 |
| Keethan Kleiner | Board Member Trustee or director | 1 | $0 |
| Sevy Kueber | Vice Chair Trustee or director, Officer | 1 | $0 |
| Kiersten Fitzgerald | Board Member Trustee or director | 1 | $0 |
| Lisa Bakale-Wise | Board Member Trustee or director | 1 | $0 |
| Ryan Nilsen | Board Member Trustee or director | 1 | $0 |
| Joey Webb | Board Member Trustee or director | 1 | $0 |
| Paul Roithmayr | Board Member Trustee or director | 1 | $0 |
| Pamela Calvo-Velez | Board Member Trustee or director | 1 | $0 |
| Tammy Finch | Executive Director Key employee | 40 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cheryl Schall | Chair Trustee or director, Officer | 4 | $0 |
| Gavin Jocius | Board Member Trustee or director, Officer | 1 | $0 |
| Keethan Kleiner | Board Member Trustee or director | 1 | $0 |
| Sevy Kueber | Board Member Trustee or director, Officer | 1 | $0 |
| Kiersten Fitzgerald | Board Member Trustee or director | 1 | $0 |
| Lisa Bakale-Wise | Board Member Trustee or director | 1 | $0 |
| Ryan Nilsen | Board Member Trustee or director | 1 | $0 |
| Joey Webb | Board Member Trustee or director | 1 | $0 |
| Paul Roithmayr | Board Member Trustee or director | 1 | $0 |
| Pamela Calvo-Velez | Board Member Trustee or director | 1 | $0 |
| Tammy Finch | Executive Director Key employee | 40 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tammy Finch | Executive Director Key employee | 40 | $91,220 |
| Cheryl Schall | Chair Trustee or director, Officer | 1 | $0 |
| Gavin Jocius | Treasurer Trustee or director, Officer | 1 | $0 |
| Keethan Kleiner | Board Member Trustee or director | 1 | $0 |
| Sevy Kueber | Vice Chair Trustee or director, Officer | 1 | $0 |
| Kiersten Fitzgerald | Board Member Trustee or director | 1 | $0 |
| Lisa Bakale-Wise | Board Member Trustee or director | 1 | $0 |
| Ryan Nilsen | Board Member Trustee or director | 1 | $0 |
| Joey Webb | Board Member Trustee or director | 1 | $0 |
| Paul Roithmayr | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 86, RUTHERFORDTON, NC 28139-0086
- In care of
- % CHERYL SCHALL
- Principal officer (990 for 2024)
- Cheryl Schall, 437 Dimmocks Mill Road, Hillsborough, NC 27278
- Signed the 990
- Cheryl Schall, President
- Phone
- (919) 245-8432
- Website
- www.theexpeditionschool.com
- Return prepared by
- Rebekah Barr CPA PC
Mission
Operation of a North Carolina public charter school.
Program accomplishments
- Operated a public charter school in Hillsborough, NC serving approximately 381 students for the fiscal year ended June 30, 2025.Expenses $3,813,787
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1173529
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $13,741,907
- Income (IRS master file)
- $5,470,051
Revocation and reinstatement
- Exemption revoked
- May 15, 2015
- Posted by the IRS
- August 10, 2015
- Reinstated
- Effective May 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,470,051 | $5,069,279 | $13,741,907 | IRS |
| 990 | June 2024 | $5,257,578 | $5,128,965 | $13,488,273 | XML |
| 990 | June 2023 | $5,149,732 | $5,036,285 | $13,439,876 | XML |
| 990 | June 2022 | $4,702,983 | $4,430,592 | $2,350,181 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 46-1173529).
Questions about EXPEDITION SCHOOL
- What is the EIN of EXPEDITION SCHOOL?
- The employer identification number (EIN) of EXPEDITION SCHOOL is 46-1173529.
- Is EXPEDITION SCHOOL tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
- Are donations to EXPEDITION SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXPEDITION SCHOOL 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 EXPEDITION SCHOOL 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 EXPEDITION SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EXPEDITION SCHOOL?
- The 990 for the year ended June 30, 2025 names Cheryl Schall.
- Who are the officers and directors of EXPEDITION SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does EXPEDITION SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,470,051, expenses of $5,069,279 and total assets of $13,741,907 at year end.
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All nonprofits in RUTHERFORDTON · North Carolina · Education