Nonprofit · EIN 81-3746270
DAVIDSON CHARTER ACADEMY INC
Tax-exempt · LEXINGTON, NC 27295
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,423,440 | $7,767,025 | -$1,343,585 | $19,738,531 | $20,973,844 | -$1,235,313 |
| June 30, 2024 | 990 | $6,299,889 | $7,354,723 | -$1,054,834 | $21,083,488 | $20,975,216 | $108,272 |
| June 30, 2023 | 990 | $5,593,279 | $6,013,763 | -$420,484 | $18,947,261 | $17,784,155 | $1,163,106 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,346,611
- of which government grants
- $6,321,611
- Program service revenue
- $0
- Investment income
- $54,801
- Tax-exempt bond proceeds
- $16,519
- Other revenue
- $22,028
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $72,704
- Other salaries and wages
- $3,548,183
- Salaries, compensation and benefits (total)
- $4,427,503
- Professional fundraising fees
- $0
- Legal fees
- $22,680
- Accounting fees
- $611
- Occupancy
- $149,328
- Travel
- $2,481
- Depreciation
- $503,384
- Program services (functional)
- $5,013,837
- Management and general (functional)
- $2,753,188
Balance sheet and other
- Total assets, start of year
- $21,083,488
- Total assets, end of year
- $19,738,531
- Total liabilities, end of year
- $20,973,844
- Net assets, end of year
- -$1,235,313
- Land, buildings and equipment
- $18,401,037
- Net assets without donor restrictions
- $1,253,301
- Net assets with donor restrictions
- -$2,488,614
- Gross receipts
- $6,423,440
- Employees
- 104
- Volunteers
- 5
- Year formed
- 2017
- 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 |
|---|---|---|---|
| LORI JAMES | DIRECTOR OF EDUCATION Highest-paid employee | 40 | $126,432 |
| JOSEPH WOOD | CEO Officer | 40 | $72,704 |
| AMANDA WHITAKER | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| CHRISTINE ENGLAND | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
| GREG TURLINGTON | TREASURER Trustee or director, Officer | 1 | $0 |
| ANDREW LANCE | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| WARREN ALSTON | TRUSTEE Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER FLURY | DIR. OF BUSINESS OPERATIONS Highest-paid employee | 40 | $127,343 |
| LORI JAMES | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 40 | $111,927 |
| AMANDA WHITAKER | CHAIR Trustee or director, Officer | 3 | $0 |
| CHRISTINE ENGLAND | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| WARREN ALSTON | TREASURER Trustee or director, Officer | 2 | $0 |
| ANDREW LANCE | SECRETARY Trustee or director, Officer | 2 | $0 |
| KRISTIN BRIGGS | MEMBER Trustee or director | 1 | $0 |
| GREG TURLINGTON | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARREN ALSTON | TREASURER Trustee or director, Officer | 2 | $0 |
| KRISTIN BRIGGS | MEMBER Trustee or director | 1 | $0 |
| CHRISTINE ENGLAND | VICE-CHAIRPE Trustee or director, Officer | 3 | $0 |
| ANDREW LANCE | SECRETARY Trustee or director, Officer | 2 | $0 |
| GREG TURLINGTON | CHAIRPERSON Trustee or director, Officer | 3 | $0 |
| AMANDA WHITAKER | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 500 BIESECKER RD, LEXINGTON, NC 27295-1522
- In care of
- % JENNIFER FLURY
- Principal officer (990 for 2024)
- JOSEPH WOOD, 500 BIESECKER RD, LEXINGTON, NC 27295
- Signed the 990
- JOSEPH WOOD, CEO
- Phone
- (336) 803-7809
- Website
- WWW.DAVIDSONCHARTER.ORG
- Return prepared by
- SHARPE PATEL CPA
Mission
TO FOSTER STUDENT LEARNING AND ACHIEVEMENT, AND INSPIRE STUDENTS TO BECOME INDEPENDENT THINKERS, EFFECTIVE COMMUNICATORS, AND CONTRIBUTING CITIZENS OF A GLOBAL SOCIETY.
Program accomplishments
- OPERATED A PUBLIC CHARTER SCHOOL IN LEXINGTON, NC, SERVING APPROXIMATELY 660 STUDENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2025.Expenses $5,013,837 · revenue $22,028
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
- 81-3746270
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $19,738,531
- Income (IRS master file)
- $6,423,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,423,440 | $7,767,025 | $19,738,531 | IRS |
| 990 | June 2024 | $6,299,889 | $7,354,723 | $21,083,488 | IRS |
| 990 | June 2023 | $5,593,279 | $6,013,763 | $18,947,261 | XML |
| 990 | June 2022 | $5,357,121 | $4,745,633 | $10,981,626 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-EZ | 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 81-3746270).
Questions about DAVIDSON CHARTER ACADEMY INC
- What is the EIN of DAVIDSON CHARTER ACADEMY INC?
- The employer identification number (EIN) of DAVIDSON CHARTER ACADEMY INC is 81-3746270.
- Is DAVIDSON CHARTER ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DAVIDSON CHARTER ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DAVIDSON CHARTER ACADEMY 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 DAVIDSON CHARTER ACADEMY 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 DAVIDSON CHARTER ACADEMY 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 DAVIDSON CHARTER ACADEMY INC?
- The 990 for the year ended June 30, 2025 names JOSEPH WOOD.
- Who are the officers and directors of DAVIDSON CHARTER ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $126,432 (LORI JAMES, DIRECTOR OF EDUCATION).
- How much revenue does DAVIDSON CHARTER ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,423,440, expenses of $7,767,025 and total assets of $19,738,531 at year end.
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