Nonprofit · EIN 46-1270290
INSTITUTE FOR PHILANTHROPIC LEADERSHIP
Tax-exempt · CHARLOTTE, NC 28203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ (amended) | $67,194 | $48,384 | $18,810 | $324,455 | $294,048 | $30,407 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,804
- Program service revenue
- $62,388
- Investment income
- $2
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $12,440
- Other expenses
- $35,944
- Program services (functional)
- $32,060
Balance sheet and other
- Total assets, start of year
- $20,307
- Total assets, end of year
- $324,455
- Total liabilities, end of year
- $294,048
- Net assets, end of year
- $30,407
- Cash, savings and investments
- $324,455
- Gross receipts
- $67,194
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Kelley | Chair | 2 | $0 |
| Bart Landess | Treasurer | 2 | $0 |
| Justin Steinscriber | Director | 2 | $0 |
| Philip Blumenthal | Director | 1 | $0 |
| James Bullock | Director | 1 | $0 |
| Joanne Beam | Director | 1 | $0 |
| Carol Hardison | Director | 1 | $0 |
| Michael Ward | Director | 0 | $0 |
| Shannon Greene | Director | 1 | $0 |
| Amy Tribble | Director | 1 | $0 |
| Devire Robinson | Director | 0 | $0 |
| Meka Sales | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1235 EAST BLVD BOX 235 E, CHARLOTTE, NC 28203-5870
- Mailing address (990-N for 2024)
- 1235 East Blvd Box 235 E, Charlotte NC 28203
- Principal officer (990-N for 2024)
- Jim Kelley, 1235 East Blvd Box 235 E, Charlotte NC 28203
- Signed the 990-EZ
- Bart Landess, Treasurer
- Phone
- (704) 608-8661
- Website
- http://institutepl.org/
- Return prepared by
- Foard and Company PA
Mission
The Institute for Philanthropic Leadership (IPL) endeavors to strengthen the culture of individual philanthropy in the community in the following ways:-Inspire, educate and empower nonprofit leaders to implement a leadership gifts program and practice donor-centric fundraising.-Help donors develop their vision for their personal philanthropy.-Advance the practice and understanding of philanthropy through in-depth educational programming for executive directors and development professionals.-Encourage effective board leadership in fundraising by providing educational programs for nonprofit board members.
Program accomplishments
- We have run three critical programs - Leadership Gift School, Board Fundraising Leadership and a program for emerging Development Directors taught by multiple faculty.Since 2016, we have run a program developed for new professionals in the fundraising field in our region for a 16 hour course.Expenses $32,060
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 46-1270290
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T05)
- Assets (IRS master file)
- $324,455
- Income (IRS master file)
- $67,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: Jim Kelley | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $67,194 | $48,384 | $324,455 | IRS |
| 990-N for 2023 Officer: Jim Kelley | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Jim Kelley | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Jim Kelley | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Chris McLeod | December 31, 2013 | ≤ $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 46-1270290).
Questions about INSTITUTE FOR PHILANTHROPIC LEADERSHIP
- What is the EIN of INSTITUTE FOR PHILANTHROPIC LEADERSHIP?
- The employer identification number (EIN) of INSTITUTE FOR PHILANTHROPIC LEADERSHIP is 46-1270290.
- Is INSTITUTE FOR PHILANTHROPIC LEADERSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to INSTITUTE FOR PHILANTHROPIC LEADERSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR PHILANTHROPIC LEADERSHIP file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of INSTITUTE FOR PHILANTHROPIC LEADERSHIP 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 INSTITUTE FOR PHILANTHROPIC LEADERSHIP last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of INSTITUTE FOR PHILANTHROPIC LEADERSHIP?
- The 990-N for 2024 names Jim Kelley.
- Who are the officers and directors of INSTITUTE FOR PHILANTHROPIC LEADERSHIP?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE FOR PHILANTHROPIC LEADERSHIP have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $67,194, expenses of $48,384 and total assets of $324,455 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations