Nonprofit · EIN 56-1271236
THE SHEPHERDS CENTER OF CHARLOTTE INC
Tax-exempt · CHARLOTTE, NC 28204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $426,748 | $291,885 | $134,863 | $681,475 | $2,482 | $678,993 |
| December 31, 2023 | 990 | $299,394 | $217,448 | $81,946 | $521,679 | $39 | $521,640 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $368,109
- Program service revenue
- $41,283
- Investment income
- $6,825
- Net income from fundraising events
- $10,215
- Other revenue
- $10,531
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $72,175
- Other salaries and wages
- $96,441
- Salaries, compensation and benefits (total)
- $181,468
- Professional fundraising fees
- $0
- Occupancy
- $11,321
- Program services (functional)
- $217,384
- Management and general (functional)
- $18,823
- Fundraising (functional)
- $55,678
Balance sheet and other
- Total assets, start of year
- $521,679
- Total assets, end of year
- $681,475
- Total liabilities, end of year
- $2,482
- Net assets, end of year
- $678,993
- Publicly traded securities
- $329,783
- Net assets without donor restrictions
- $559,808
- Net assets with donor restrictions
- $119,185
- Gross receipts
- $436,131
- Employees
- 6
- Volunteers
- 326
- Year formed
- 1980
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Alissa Celek | Executive Dir. Officer | 40 | $66,025 | $6,150 |
| Marvin Oden | Director Trustee or director | 1 | $0 | $0 |
| Bruce Bailey | Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| LuAnn Tucker | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Brooke Adamson | Director Trustee or director | 1 | $0 | $0 |
| Rick McKnight | Chairman Trustee or director, Officer | 3.5 | $0 | $0 |
| Kiesha Parker | Director Trustee or director | 1 | $0 | $0 |
| Katy Ryan | Director Trustee or director | 1 | $0 | $0 |
| Austin Miller | Director Trustee or director | 1 | $0 | $0 |
| Joan Foley | Director Trustee or director | 1 | $0 | $0 |
| Lisa Helmstetter | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kelly Ogden | Director Trustee or director | 1 | $0 | $0 |
| Von Kinloch | Director Trustee or director | 1 | $0 | $0 |
| Mark Tiberio | Vice Chair Trustee or director, Officer | 24 | $0 | $0 |
| Marquell Hunter | Director Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Young | Director Trustee or director | 1 | $0 |
| Tracy McGinnis | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alissa Celek | Executive Dir. Officer | 40 | $64,525 |
| Marvin Oden | Director Trustee or director | 1 | $0 |
| Bruce Bailey | Past Chair Trustee or director, Officer | 1 | $0 |
| Dean Harwood | Treasurer Trustee or director, Officer | 1 | $0 |
| Brooke Adamson | Director Trustee or director | 1 | $0 |
| Rick McKnight | Chairman Trustee or director, Officer | 1 | $0 |
| Kiesha Parker | Director Trustee or director | 1 | $0 |
| Katy Ryan | Director Trustee or director | 1 | $0 |
| Austin Miller | Director Trustee or director | 1 | $0 |
| Joan Foley | Director Trustee or director | 1 | $0 |
| Lisa Helmstetter | Secretary Trustee or director, Officer | 1 | $0 |
| Kelly Ogden | Director Trustee or director | 1 | $0 |
| Von Kinloch | Director Trustee or director | 1 | $0 |
| Mark Tiberio | Director Trustee or director | 1 | $0 |
| Marquell Hunter | Director Trustee or director | 1 | $0 |
| David Young | Director Trustee or director | 1 | $0 |
| Tracy McGinnis | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 HAWTHORNE LN, CHARLOTTE, NC 28204-2434
- Principal officer (990 for 2024)
- Alissa Celek, 300 Hawthorne Lane, Charlotte, NC 28204
- Signed the 990
- Alissa Celek, Executive Director
- Phone
- (704) 365-1995
- Website
- www.shepherdscharlotte.org
- Return prepared by
- Foard and Company PA
Mission
The Shepherds Center of Charlotte enriches the lives of older adults by providing a network of support to increase social connection, expand access to critical resources, and combat the negative effects of isolation.
Program accomplishments
- Senior Health Insurance Information program (SHIIP)SHIIP is a program of the NC Department of Insurance that offers free guidance to help older adults and individuals with disabilities navigate the complexities of Medicare and related insurance options. As the sole coordinating site for Mecklenburg County, our training volunteers are here to answer questions about Medicare, Prescription Drug Plans, Medicare supplements, Medicare Advantage Plans, and Low-Income Subsidies.Tax-Aide ProgramsThe Shepherd's Center of Charlotte partners with AARP to offer a free Tax Assistance Program, providing older adults with assistance in preparing and filing their tax returns. Skilled AARP Tax-Aide volunteers assist participants with federal and state tax returns in a welcoming, accessible setting.Expenses $217,384 · revenue $41,283
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1271236
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $681,475
- Income (IRS master file)
- $436,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $426,748 | $291,885 | $681,475 | XML |
| 990 | December 2023 | $299,394 | $217,448 | $521,679 | XML |
| 990 | December 2022 | $236,746 | $141,136 | $418,096 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 56-1271236).
Questions about THE SHEPHERDS CENTER OF CHARLOTTE INC
- What is the EIN of THE SHEPHERDS CENTER OF CHARLOTTE INC?
- The employer identification number (EIN) of THE SHEPHERDS CENTER OF CHARLOTTE INC is 56-1271236.
- Is THE SHEPHERDS CENTER OF CHARLOTTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to THE SHEPHERDS CENTER OF CHARLOTTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SHEPHERDS CENTER OF CHARLOTTE 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 THE SHEPHERDS CENTER OF CHARLOTTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SHEPHERDS CENTER OF CHARLOTTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SHEPHERDS CENTER OF CHARLOTTE INC?
- The 990 for the year ended December 31, 2024 names Alissa Celek.
- Who are the officers and directors of THE SHEPHERDS CENTER OF CHARLOTTE INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization, the highest $66,025 (Alissa Celek, Executive Dir.).
- How much revenue does THE SHEPHERDS CENTER OF CHARLOTTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $426,748, expenses of $291,885 and total assets of $681,475 at year end.
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