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Nonprofit · EIN 56-2624534

CHARLOTTE MASON INSTITUTE INC

Tax-exempt · GREENSBORO, NC 27410

Financials

$574K$518K2023$967K$755K2024$943K$1M2025
Revenue Expenses · by fiscal year end
Financials of CHARLOTTE MASON INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$942,758$1,049,777-$107,019$488,013$4,091$483,922
December 31, 2024990 (amended)$967,402$754,912$212,490$590,941$0$590,941
December 31, 2023990$573,956$518,449$55,507$386,884$106,461$280,423
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$50,750
Program service revenue
$892,008
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$75,000
Other salaries and wages
$378,589
Salaries, compensation and benefits (total)
$487,552
Professional fundraising fees
$0
Legal fees
$1,284
Accounting fees
$7,075
Travel
$5,474
Program services (functional)
$633,827
Management and general (functional)
$415,950

Balance sheet and other

Total assets, start of year
$590,941
Total assets, end of year
$488,013
Total liabilities, end of year
$4,091
Net assets, end of year
$483,922
Gross receipts
$942,758
Employees
15
Volunteers
20
Year formed
2005
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
KERRY FORNEYEXECUTIVE DIRECTOR
Officer
40$75,000
AMBER JOHNSTONBOARD MEMBER
Trustee or director
5$1,000
MIN HWANGBOARD MEMBER
Trustee or director
5$250
DEANI VAN PELTCHAIR
Trustee or director, Officer
5$0
TONY DUONGTREASURER
Trustee or director, Officer
5$0
LEANN BURKHOLDERSECRETARY
Trustee or director, Officer
5$0
MATT SKINNERBOARD MEMBER
Trustee or director
5$0
GLENN CEILABOARD MEMBER
Trustee or director
5$0
SARA TOBOARD MEMBER
Trustee or director
5$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
KERRI FORNEYBOARD MEMBER
Trustee or director
5$57,988
LISA ECTORBOARD MEMBER
Trustee or director
5$7,103
MIN HWANGBOARD MEMBER
Trustee or director
5$1,000
DEANI VAN PELTCHAIR
Trustee or director, Officer
5$0
TONY DUONGTREASURER
Trustee or director, Officer
5$0
LEANN BURKHOLDERSECRETARY
Trustee or director, Officer
5$0
AMBER JOHNSTONBOARD MEMBER
Trustee or director
5$0
SARA TOBOARD MEMBER
Trustee or director
5$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
DEANI VAN PELTCHAIR
Trustee or director, Officer
5$0
TONY DUONGTREASURER
Trustee or director, Officer
5$0
LEANN BURKHOLDERSECRETARY
Trustee or director, Officer
5$0
LISA ECTORBOARD MEMBER
Trustee or director
5$0
KERRI FORNEYBOARD MEMBER
Trustee or director
5$0
MIN HWANGBOARD MEMBER
Trustee or director
5$0
AMBER JOHNSTONBOARD MEMBER
Trustee or director
5$0
SARA TOBOARD MEMBER
Trustee or director
5$0
JACK BECKMANBOARD MEMBER
Trustee or director
5$0

Address and contacts

Address (IRS master file)
1633 NEW GARDEN ROAD 1162, GREENSBORO, NC 27410-2001
In care of
% CHARLOTTE MASON INSTITUTE
Mailing address (990-N for 2014)
PO Box 20571, Roanoke VA 24018
Principal officer (990 for 2025)
TONY DUONG, 1633 NEW GARDEN ROAD 1162, GREENSBORO, NC 27410
Principal officer (990-N for 2014)
Carroll Smith, 3225 Londonderry Lane, Roanoke VA 24018
Signed the 990
TONY DUONG, TREASURER
Phone
(415) 725-2807
Return prepared by
BESTEN & DIERUF PLLC

Mission

THE PURPOSE OF THE CHARLOTTE MASON INSTITUTE IS TO SUPPORT A WORLDWIDE COMMUNITY OF LEARNERS AND EDUCATORS IN THE AUTHENTIC PRACTICE OF CHARLOTTE MASON'S DESIGN FOR EDUCATION. WE SEEK TO DO THIS THROUGH THE FOLLOWING VISION, MISSION AND VALUES:VISION: A RELATIONAL EDUCATION FOR ALL STUDENTS AND TEACHERS IN EVERY SETTING.MISSION: PROMOTING THE PRINCIPLES AND PRACTICES OF CHARLOTTE MASON'S DESIGN FOR EDUCATION.VALUES: CHARITY, FIDELITY, HUMILITY

990 for the year ended December 31, 2025

Program accomplishments

  • RESEARCH-CONDUCTING A THOROUGH INVESTIGATION INTO THE WRITINGS, PROGRAMMES, AND ARCHIVAL DOCUMENTS FROM THE CHARLOTTE MASON ARCHIVE AS WELL AS THROUGH ANY FUTURE EMPIRICAL RESEARCH.PRACTICE-PROVIDING TRAINING THROUGH IMMERSIONS OR DEMONSTRATIONS OF MASON'S METHODS TO HELP OTHERS PRACTICE A MASON EDUCATION.OUTREACH-PROVIDING WAYS BY WHICH THOSE WHO ARE INTERESTED CAN ACCESS KNOWLEDGE OF CHARLOTTE MASON'S THEORIES AND PRACTICES. THESE INCLUDE: CONFERENCES AND RETREATS, BOOK STUDY GROUPS, PUBLICATIONS AND CURRICULUM COMPONENT
    Expenses $633,827 · revenue $892,008

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
56-2624534
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
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$488,013
Income (IRS master file)
$942,758

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$942,758$1,049,777$488,013XML
990December 2024$967,402$754,912$590,941XML
990December 2023$573,956$518,449$386,884XML
990December 2022$456,668$450,383$264,336IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2014
Officer: Carroll Smith
December 31, 2014≤ $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 56-2624534).

Questions about CHARLOTTE MASON INSTITUTE INC

What is the EIN of CHARLOTTE MASON INSTITUTE INC?
The employer identification number (EIN) of CHARLOTTE MASON INSTITUTE INC is 56-2624534.
Is CHARLOTTE MASON INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to CHARLOTTE MASON INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHARLOTTE MASON INSTITUTE 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 CHARLOTTE MASON INSTITUTE INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLOTTE MASON INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CHARLOTTE MASON INSTITUTE INC?
The 990 for the year ended December 31, 2025 names TONY DUONG.
Who are the officers and directors of CHARLOTTE MASON INSTITUTE INC?
The 990 for the year ended December 31, 2025 lists 9 people; 3 received compensation from the organization, the highest $75,000 (KERRY FORNEY, EXECUTIVE DIRECTOR).
How much revenue does CHARLOTTE MASON INSTITUTE INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $942,758, expenses of $1,049,777 and total assets of $488,013 at year end.

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