Nonprofit · EIN 56-1748648
MUSEUM OF THE NEW SOUTH INC
Tax-exempt · CHARLOTTE, NC 28230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,945,028 | $3,188,966 | -$1,243,938 | $17,960,742 | $62,147 | $17,898,595 |
| June 30, 2024 | 990 | $1,422,941 | $2,913,508 | -$1,490,567 | $18,371,606 | $84,642 | $18,286,964 |
| June 30, 2023 | 990 | $1,720,910 | $3,047,096 | -$1,326,186 | $18,718,004 | $118,317 | $18,599,687 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,497,000
- Membership dues
- $58,665
- Program service revenue
- $48,043
- Investment income
- $349,566
- Net gain from sales of assets
- -$12,401
- Net income from fundraising events
- $44,440
- Net income from sales of inventory
- $5,466
- Other revenue
- $50,419
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $229,288
- Other salaries and wages
- $1,567,817
- Salaries, compensation and benefits (total)
- $2,037,654
- Professional fundraising fees
- $0
- Accounting fees
- $25,830
- Occupancy
- $46,580
- Travel
- $17,773
- Depreciation
- $127,487
- Program services (functional)
- $2,257,705
- Management and general (functional)
- $548,212
- Fundraising (functional)
- $383,049
Balance sheet and other
- Total assets, start of year
- $18,371,606
- Total assets, end of year
- $17,960,742
- Total liabilities, end of year
- $62,147
- Net assets, end of year
- $17,898,595
- Land, buildings and equipment
- $625,891
- Publicly traded securities
- $9,869,451
- Net assets without donor restrictions
- $17,843,595
- Net assets with donor restrictions
- $55,000
- Gross unrelated business income
- $1,224
- Gross receipts
- $2,003,936
- Employees
- 26
- Volunteers
- 34
- Year formed
- 1991
- 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 | Other / benefits |
|---|---|---|---|---|
| Richard Cooper | President & CEO Officer | 40 | $229,287 | $18,281 |
| Frances Abbott | Chief Content Strategist Highest-paid employee | 40 | $105,977 | $11,229 |
| Lisa Horldt | Chief Financial Officer Highest-paid employee | 40 | $105,172 | $11,212 |
| Glen Wright | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Kate Maynard | Treasurer, Vice chair Trustee or director, Officer | 2 | $0 | $0 |
| Kevin Malcolm | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Ashley Durbin | Director Trustee or director | 2 | $0 | $0 |
| Brian Siegel | Director Trustee or director | 2 | $0 | $0 |
| Byron White | Director Trustee or director | 2 | $0 | $0 |
| CG Newsome | Director Trustee or director | 2 | $0 | $0 |
| Cynthia Wallace | Director Trustee or director | 2 | $0 | $0 |
| Gris Bailey | Director Trustee or director | 2 | $0 | $0 |
| Holly Eskridge | Director Trustee or director | 2 | $0 | $0 |
| Hunter Priester | Director Trustee or director | 2 | $0 | $0 |
| James LaBar | Director Trustee or director | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jamie Bigsby | Director Trustee or director | 2 | $0 |
| Jason Kim | Director Trustee or director | 2 | $0 |
| Jason Lloyd | Director Trustee or director | 2 | $0 |
| Jay Levell | Director Trustee or director | 2 | $0 |
| Joni Emry | Director Trustee or director | 2 | $0 |
| Liz Morrell | Director Trustee or director | 2 | $0 |
| Lucia Zapata-Griffith | Director Trustee or director | 2 | $0 |
| Ryan Rich | Director Trustee or director | 2 | $0 |
| Sarah Fatherly | Director Trustee or director | 2 | $0 |
| Sharon Harrington | Director Trustee or director | 2 | $0 |
| Shaun Kruse | Director Trustee or director | 2 | $0 |
| Tyler Niess | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John Russick | Interim CEO Officer | 40 | $154,040 | $897 |
| Frances Abbott | Chief Content Strategist Highest-paid employee | 40 | $109,392 | $10,965 |
| Lisa Horldt | Chief Financial Officer Highest-paid employee | 40 | $107,738 | $10,370 |
| Richard Cooper | President & CEO Officer | 40 | $102,993 | $4,579 |
| Glen Wright | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jimmy Kmetz | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Kevin Malcolm | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Ty Niess | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Brian Siegel | Director Trustee or director | 2 | $0 | $0 |
| Byron White | Director Trustee or director | 2 | $0 | $0 |
| CG Newsome | Director Trustee or director | 2 | $0 | $0 |
| Claye Stokes | Director Trustee or director | 2 | $0 | $0 |
| Cynthia Wallace | Director Trustee or director | 2 | $0 | $0 |
| David Jacobs | Director Trustee or director | 2 | $0 | $0 |
| Denise Coleman | Director Trustee or director | 2 | $0 | $0 |
| Gris Bailey | Director Trustee or director | 2 | $0 | $0 |
| Hunter Priester | Director Trustee or director | 2 | $0 | $0 |
| Jamie Bigsby | Director Trustee or director | 2 | $0 | $0 |
| Jason Lloyd | Director Trustee or director | 2 | $0 | $0 |
| Joni Emry | Director Trustee or director | 2 | $0 | $0 |
| Judy August | Director Trustee or director | 2 | $0 | $0 |
| Kate Maynard | Director Trustee or director | 2 | $0 | $0 |
| Kelly Alexander | Director Trustee or director | 2 | $0 | $0 |
| Lucia Zapata Griffith | Director Trustee or director | 2 | $0 | $0 |
| Michael Smith | Director Trustee or director | 2 | $0 | $0 |
| Rhondale Haywood | Director Trustee or director | 2 | $0 | $0 |
| Ryan Rich | Director Trustee or director | 2 | $0 | $0 |
| Scott Poole | Director Trustee or director | 2 | $0 | $0 |
| Sharon Carr Harrington | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN HILL | PRESIDENT & CEO Officer | 40 | $201,817 | $8,099 |
| LISA HORLDT | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $107,149 | $10,238 |
| FRANCES ABBOTT | CHIEF CONTENT STRATEGIST Highest-paid employee | 40 | $107,666 | $9,460 |
| JOHN RUSSICK | INTERIM PRESIDENT & CEO Officer | 40 | $29,292 | $0 |
| KIETH COCKRELL | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TY NIESS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JIMMY KMETZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| VIDA HARVEY | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| KELLY ALEXANDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUDY AUGUST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEITH CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DENISE COLEMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUCIA ZAPATA GRIFFITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RHONDALE HAYWOOD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN MALCOLM | SECRETARY Trustee or director | 2 | $0 | $0 |
| KATE MAYNARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CG NEWSOME | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SCOTT POOLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HUNTER PRIESTER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN RICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CLAYE STOKES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CYNTHIA WALLACE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GLEN WRIGHT | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| JONI ADAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GRIS BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID JACOBS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRYON WHITE | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30125, CHARLOTTE, NC 28230-0125
- In care of
- %
- Principal officer (990 for 2024)
- Richard Cooper, PO Box 30125, Charlotte, NC 28230
- Signed the 990
- Richard Cooper, President & CEO
- Phone
- (704) 333-1887
- Website
- WWW.MUSEUMOFTHENEWSOUTH.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
Levine Museum's mission is to connect the past to the future to realize the promises of a New South through exhibits that explore complex chapters in the region's history and programs that launch dialogue, foster empathy, and build an equitable community.
Program accomplishments
- For 35 years, Levine Museum of the New South has explored the region's history through exhibitions, educational programs, and conversations that provide context around contemporary issues, tackle important questions, and encourage necessary community dialogue. Levine Museum is a civic and educational institution located in center city Charlotte offering digital experiences, exhibitions, and programming for adults, families, children, and school audiences. The Museum has earned a local, national, and international reputation for creating innovative and ground-breaking exhibitions and programs that use history to build community. Levine Museum realized the following accomplishments in fiscal year 2025 : (Continued on Schedule O)Expenses $2,257,705 · revenue $52,285
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
- 56-1748648
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $17,960,742
- Income (IRS master file)
- $2,003,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,945,028 | $3,188,966 | $17,960,742 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,422,941 | $2,913,508 | $18,371,606 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,720,910 | $3,047,096 | $18,718,004 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 56-1748648).
Questions about MUSEUM OF THE NEW SOUTH INC
- What is the EIN of MUSEUM OF THE NEW SOUTH INC?
- The employer identification number (EIN) of MUSEUM OF THE NEW SOUTH INC is 56-1748648.
- Is MUSEUM OF THE NEW SOUTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MUSEUM OF THE NEW SOUTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUSEUM OF THE NEW SOUTH 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 MUSEUM OF THE NEW SOUTH 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 MUSEUM OF THE NEW SOUTH INC 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 MUSEUM OF THE NEW SOUTH INC?
- The 990 for the year ended June 30, 2025 names Richard Cooper.
- Who are the officers and directors of MUSEUM OF THE NEW SOUTH INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 3 received compensation from the organization, the highest $229,287 (Richard Cooper, President & CEO).
- How much revenue does MUSEUM OF THE NEW SOUTH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,945,028, expenses of $3,188,966 and total assets of $17,960,742 at year end.
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