Nonprofit · EIN 58-1582881
CHARLES HOUSE ASSOCIATION
Tax-exempt · CHAPEL HILL, NC 27514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,656,974 | $1,555,077 | $101,897 | $2,903,100 | $504,116 | $2,398,984 |
| December 31, 2023 | 990 | $1,353,042 | $1,499,016 | -$145,974 | $2,723,003 | $580,567 | $2,142,436 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $173,724
- of which government grants
- $28,700
- Program service revenue
- $1,204,348
- Investment income
- $278,902
- Net gain from sales of assets
- $209,111
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $196,556
- Other salaries and wages
- $805,224
- Salaries, compensation and benefits (total)
- $1,174,637
- Professional fundraising fees
- $0
- Accounting fees
- $56,529
- Occupancy
- $98,235
- Depreciation
- $49,438
- Program services (functional)
- $1,188,373
- Management and general (functional)
- $279,484
- Fundraising (functional)
- $87,220
Balance sheet and other
- Total assets, start of year
- $2,723,003
- Total assets, end of year
- $2,903,100
- Total liabilities, end of year
- $504,116
- Net assets, end of year
- $2,398,984
- Land, buildings and equipment
- $408,127
- Publicly traded securities
- $1,674,821
- Net assets without donor restrictions
- $2,398,984
- Gross receipts
- $1,994,485
- Employees
- 42
- Volunteers
- 66
- Year formed
- 1995
- 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 |
|---|---|---|---|---|
| DEAN FOX | INCOMING EXECUTIVE DIRECTOR Officer | 40 | $107,283 | $8,867 |
| PAUL KLEVER | OUTGOING EXECUTIVE DIRECTOR Officer | 40 | $78,064 | $2,342 |
| DANIEL LEHMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SMITH | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA NIELSEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BENJAMIN BUCKNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SPRANSY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| PEGGY COHN | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| ELLEN CULLER | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JULIE LINDSEY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| LUKE RIGGSBEE | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JAMILAH SABIR-CALLOWAY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| BETH TILLMAN | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| TAMARA BAKER | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JEFF BLOOMFIELD | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL KLEVER | EXECUTIVE DIRECTOR Officer | 40 | $140,000 | $4,200 |
| DANIEL LEHMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SMITH | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA NIELSEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SPRANSY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BETH TILLMAN | PAST PRESIDENT Trustee or director | 0.4 | $0 | $0 |
| TAMARA BAKER | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| BENJAMIN BUCKNER | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| PEGGY COHN | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| ELLEN CULLER | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JULIE LINDSEY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| LUKE RIGGSBEE | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JAMILAH SABIR-CALLOWAY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7511 SUNRISE RD, CHAPEL HILL, NC 27514-9718
- Principal officer (990 for 2024)
- DEAN FOX, 7511 SUNRISE ROAD, CHAPEL HILL, NC 27514
- Signed the 990
- BENJAMIN BUCKNER, TREASURER
- Phone
- (919) 967-7570
- Website
- CHARLESHOUSE.ORG
- Return prepared by
- BERNARD ROBINSON & COMPANY LLP
Mission
ADULT ELDERCARE HOMES AND DAYCARE PROVIDER. CHARLES HOUSE ASSOCIATION IS A NON PROFIT ORGANIZATION THAT PROVIDES CERTIFIED DAYCARE AND ELDER CARE HOMES IN A PLEASANT, HOME-LIKE SETTING FOR OLDER ADULTS OR ADULTS WITH DISABILITIES AS A VIABLE ALTERNATIVE TO INSTITUTIONAL CARE.
Program accomplishments
- CHARLES HOUSE ASSOCIATION IS A NONPROFIT ORGANIZATION OPERATING THE CENTER FOR COMMUNITY ELDERCARE AND ONE NEIGHBORHOOD ELDERCARE HOME. PROGRAMS INCLUDE A CERTIFIED DAYTIME ELDERCARE PROGRAM, THE BRADLEY PROGRAM IN LEARNING & SERVICE AND SUPPORT TO ELDERS AND THEIR CAREGIVING FAMILIES.Expenses $1,188,373 · revenue $1,204,348
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
- 58-1582881
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P71Z)
- Assets (IRS master file)
- $2,903,100
- Income (IRS master file)
- $1,994,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,656,974 | $1,555,077 | $2,903,100 | XML |
| 990 | December 2023 | $1,353,042 | $1,499,016 | $2,723,003 | XML |
| 990 | December 2022 | $1,681,901 | $1,490,785 | $2,776,285 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 58-1582881).
Questions about CHARLES HOUSE ASSOCIATION
- What is the EIN of CHARLES HOUSE ASSOCIATION?
- The employer identification number (EIN) of CHARLES HOUSE ASSOCIATION is 58-1582881.
- Is CHARLES HOUSE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CHARLES HOUSE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLES HOUSE ASSOCIATION 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 CHARLES HOUSE ASSOCIATION 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 CHARLES HOUSE ASSOCIATION 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 CHARLES HOUSE ASSOCIATION?
- The 990 for the year ended December 31, 2024 names DEAN FOX.
- Who are the officers and directors of CHARLES HOUSE ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $107,283 (DEAN FOX, INCOMING EXECUTIVE DIRECTOR).
- How much revenue does CHARLES HOUSE ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,656,974, expenses of $1,555,077 and total assets of $2,903,100 at year end.
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All nonprofits in CHAPEL HILL · North Carolina · Human services