Nonprofit · EIN 23-7125613
CHARLOTTE MUSEUM OF HISTORY INC
Tax-exempt · CHARLOTTE, NC 28215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,403,737 | $1,616,406 | -$212,669 | $7,073,939 | $493,901 | $6,580,038 |
| June 30, 2024 | 990 | $744,026 | $1,655,838 | -$911,812 | $6,969,019 | $618,987 | $6,350,032 |
| June 30, 2023 | 990 | $1,017,135 | $1,255,024 | -$237,889 | $7,319,701 | $449,719 | $6,869,982 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,169,581
- of which government grants
- $325,000
- Program service revenue
- $72,577
- Investment income
- $1,524
- Net rental income
- $149,326
- Net income from fundraising events
- -$17,444
- Net income from sales of inventory
- $12,614
- Other revenue
- $160,055
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $110,000
- Other salaries and wages
- $497,265
- Salaries, compensation and benefits (total)
- $688,538
- Professional fundraising fees
- $0
- Depreciation
- $149,479
- Program services (functional)
- $1,138,797
- Management and general (functional)
- $261,618
- Fundraising (functional)
- $215,991
Balance sheet and other
- Total assets, start of year
- $6,969,019
- Total assets, end of year
- $7,073,939
- Total liabilities, end of year
- $493,901
- Net assets, end of year
- $6,580,038
- Land, buildings and equipment
- $2,790,435
- Publicly traded securities
- $143,295
- Net assets without donor restrictions
- $2,009,894
- Net assets with donor restrictions
- $4,570,144
- Gross receipts
- $1,465,192
- Employees
- 13
- Volunteers
- 150
- Year formed
- 1972
- 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 |
|---|---|---|---|---|
| Evan Bohnen | CAO | 40 | $110,000 | $5,000 |
| Terri White | President & CEO Trustee or director, Officer | 40 | $105,000 | $5,000 |
| Robert Stickler | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Katie Schwarting | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Hugh Dussek PhD | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| K Brooke Hunter | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Tina Adams | Board Member Trustee or director | 1 | $0 | $0 |
| Whitney Bishop | Board Member Trustee or director | 1 | $0 | $0 |
| Marshall Costner | Board Member Trustee or director | 1 | $0 | $0 |
| Jeanie Cottingham | Board Member Trustee or director | 1 | $0 | $0 |
| Fannie Flono | Board Member Trustee or director | 1 | $0 | $0 |
| Tim Gallaher | Board Member Trustee or director | 1 | $0 | $0 |
| Dave Kylander | Board Member Trustee or director | 1 | $0 | $0 |
| Stewart McQueen | Board Member Trustee or director | 1 | $0 | $0 |
| Windy Oliver | Board Member Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Phifer | Board Member Trustee or director | 1 | $0 |
| Chris Richardson | Board Member Trustee or director | 1 | $0 |
| Liz Richardson | Board Member Trustee or director | 1 | $0 |
| Michael Slisz | Board Member Trustee or director | 1 | $0 |
| Charles Wallace | Board Member Trustee or director | 1 | $0 |
| Dante Wilkerson | Board Member Trustee or director | 1 | $0 |
| Sarah Crockford | Ex Officio Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terri White | President & CEO Trustee or director, Officer | 40 | $95,000 | $5,000 |
| Bob Stickler | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Katie Schwarting | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Hugh Dussek PhD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Brooke Hunter | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Whitney Bishop | Board Member Trustee or director | 1 | $0 | $0 |
| Tina Adams | Board Member Trustee or director | 1 | $0 | $0 |
| Marshall Costner | Board Member Trustee or director | 1 | $0 | $0 |
| Jeanie Cottingham | Board Member Trustee or director | 1 | $0 | $0 |
| Michael Slisz DO | Board Member Trustee or director | 1 | $0 | $0 |
| Fannie Flono | Board Member Trustee or director | 1 | $0 | $0 |
| Carrie Frye | Board Member Trustee or director | 1 | $0 | $0 |
| Tim Gallagher | Board Member Trustee or director | 1 | $0 | $0 |
| Windy Oliver | Board Member Trustee or director | 1 | $0 | $0 |
| Boris Henderson | Board Member Trustee or director | 1 | $0 | $0 |
| David Kylander | Board Member Trustee or director | 1 | $0 | $0 |
| Stewart McQueen | Board Member Trustee or director | 1 | $0 | $0 |
| Steve Phifer | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Richardson | Board Member Trustee or director | 1 | $0 | $0 |
| Stacey Witten | Board Member Trustee or director | 1 | $0 | $0 |
| Dee Dixon | Past Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Dante Wilkerson | Board Member Trustee or director | 1 | $0 | $0 |
| Louanne Woznicki | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Terri White | President & CEO Trustee or director, Officer | 40 | $94,692 |
| Bob Stickler | Chairman Trustee or director, Officer | 1 | $0 |
| Katie Schwarting | Vice Chair Trustee or director, Officer | 1 | $0 |
| Hugh Dussek PhD | Secretary Trustee or director, Officer | 1 | $0 |
| Brooke Hunter | Treasurer Trustee or director, Officer | 1 | $0 |
| Eric Ridler | Board Member Trustee or director | 1 | $0 |
| Tina Adams | Board Member Trustee or director | 1 | $0 |
| Marshall Costner | Board Member Trustee or director | 1 | $0 |
| Jeanie Cottingham | Board Member Trustee or director | 1 | $0 |
| Eric Cottrell | Board Member Trustee or director | 1 | $0 |
| Fannie Flono | Board Member Trustee or director | 1 | $0 |
| Carrie Frye | Board Member Trustee or director | 1 | $0 |
| Tim Gallagher | Board Member Trustee or director | 1 | $0 |
| Eloise Hale | Board Member Trustee or director | 1 | $0 |
| Boris Henderson | Board Member Trustee or director | 1 | $0 |
| David Kylander | Board Member Trustee or director | 1 | $0 |
| Stewart McQueen | Board Member Trustee or director | 1 | $0 |
| Steve Phifer | Board Member Trustee or director | 1 | $0 |
| Chris Richardson | Board Member Trustee or director | 1 | $0 |
| Stacey Witten | Board Member Trustee or director | 1 | $0 |
| Dee Dixon | Past Chairman Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 SHAMROCK DR, CHARLOTTE, NC 28215-3214
- In care of
- % TREASURER
- Principal officer (990 for 2024)
- Terri White, 3500 Shamrock Drive, Charlotte, NC 28215
- Signed the 990
- Terri White, President & CEO
- Phone
- (704) 568-1774
- Website
- WWW.CHARLOTTEMUSEUM.ORG
- Return prepared by
- Foard and Company PA
Mission
THE CHARLOTTE MUSEUM OF HISTORY IS A 501 (C)(3) NONPROFIT ORGANIZATION THAT INTERPRETS AND PRESERVES CHARLOTTE'S UNIQUE HISTORY, WITH A MISSION TO INSPIRE COMMUNITY ENGAGEMENT AND CREATE COMMON GROUND THROUGH EDUCATION AND INCLUSIVE STORYTELLING.
Program accomplishments
- THE MUSEUM IS OPEN FIVE DAYS PER WEEK FOR GENERAL ADMISSION TO THE MUSEUM'S EXHIBITS AND PROGRAMS AS WELL AS FOR TOURS OF MECKLENBURG COUNTY'S OLDEST HOME, THE 1774 ROCK HOUSE AND OTHER HISTORIC STRUCTURES ON THE PROPERTY.THE MUSEUM OFFERS A SERIES OF EDUCATIONAL PROGRAMS AND EVENTS FOR AUDIENCES OF ALL AGES. IN FY25 THIS INCLUDED OUR ANNUAL TWELFTH NIGHT CELEBRATION, DOCUMENTARY SCREENINGS, CULTURAL AND HERITAGE FESTIVALS, FREE FAMILY DAYS, NATURALIZATION CEREMONIES, BOOK TALKS AND LECTURES, SPECIAL THEMED HOMESITE TOURS AND MORE. OUR LARGEST PAID EVENTS WERE THE CHARLOTTE GEM AWARDS AND THE MAD ABOUT MODERN HOME TOUR.EACH YEAR THOUSANDS OF LOCAL STUDENTS FROM GRADES K-12 PARTICIPATE IN A SERIES OF EDUCATIONAL PROGRAMS BOTH AT THE MUSEUM AND VIA OFFSITE OUTREACH PROGRAMS. THESE EXPERIECNES EXPLORE THE HISTORY OF OUR REGION THROUGH THE USE OF ARTIFACTS AND HANDS-ON ACTIVITIES TO TELL THE STORY OF CHARLOTTE GROWING FROM A SLEEPY HAMLET TO A MAJOR METROPOLIS.Expenses $1,138,797 · revenue $221,903
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
- 23-7125613
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $7,073,939
- Income (IRS master file)
- $1,465,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,403,737 | $1,616,406 | $7,073,939 | IRS |
| 990 | June 2024 | $744,026 | $1,655,838 | $6,969,019 | IRS |
| 990 | June 2023 | $1,017,135 | $1,255,024 | $7,319,701 | XML |
| 990 | June 2022 | $53,619 | $814,768 | $7,063,618 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 23-7125613).
Questions about CHARLOTTE MUSEUM OF HISTORY INC
- What is the EIN of CHARLOTTE MUSEUM OF HISTORY INC?
- The employer identification number (EIN) of CHARLOTTE MUSEUM OF HISTORY INC is 23-7125613.
- Is CHARLOTTE MUSEUM OF HISTORY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to CHARLOTTE MUSEUM OF HISTORY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE MUSEUM OF HISTORY 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 MUSEUM OF HISTORY 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 CHARLOTTE MUSEUM OF HISTORY 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 CHARLOTTE MUSEUM OF HISTORY INC?
- The 990 for the year ended June 30, 2025 names Terri White.
- Who are the officers and directors of CHARLOTTE MUSEUM OF HISTORY INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $110,000 (Evan Bohnen, CAO).
- How much revenue does CHARLOTTE MUSEUM OF HISTORY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,403,737, expenses of $1,616,406 and total assets of $7,073,939 at year end.
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- DISCOVERY PLACE INC EIN 56-0529944 · last filed 990 for 2025
- MINT MUSEUM OF ART INC EIN 56-0670666 · last filed 990 for 2025
- ARTS SCIENCES & CULTURAL COUNCIL OF CHARLOTTE-MECKLENBURG INC EIN 99-4002299 · last filed 990 for 2025
- CCCP COMMUNITY TRUST EIN 01-0554275 · last filed 990 for 2025
All nonprofits in CHARLOTTE · North Carolina · Arts, culture and humanities