Nonprofit · EIN 56-0530003
QUEENS UNIVERSITY OF CHARLOTTE
Also known as Queens University of Charlotte
Tax-exempt · CHARLOTTE, NC 28274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $91,815,282 | $119,670,089 | -$27,854,807 | $171,525,098 | $125,058,555 | $46,466,543 |
| June 30, 2023 | 990 | $88,428,382 | $108,892,619 | -$20,464,237 | $189,105,263 | $121,539,918 | $67,565,345 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $11,851,107
- of which government grants
- $1,289,938
- Program service revenue
- $81,654,894
- Investment income
- -$1,690,719
- Net gain from sales of assets
- -$2,165,094
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $36,895,791
- Compensation of officers, directors and key employees
- $3,493,779
- Other salaries and wages
- $29,946,635
- Salaries, compensation and benefits (total)
- $40,991,213
- Professional fundraising fees
- $40,453
- Legal fees
- $40,091
- Accounting fees
- $137,364
- Occupancy
- $4,833,416
- Travel
- $2,983,694
- Depreciation
- $8,146,479
- Program services (functional)
- $92,586,155
- Management and general (functional)
- $24,357,344
- Fundraising (functional)
- $2,726,590
Balance sheet and other
- Total assets, start of year
- $189,105,263
- Total assets, end of year
- $171,525,098
- Total liabilities, end of year
- $125,058,555
- Net assets, end of year
- $46,466,543
- Land, buildings and equipment
- $149,254,092
- Publicly traded securities
- $115,679
- Net assets without donor restrictions
- $30,045,086
- Net assets with donor restrictions
- $16,421,457
- Gross receipts
- $106,806,439
- Employees
- 1,103
- Volunteers
- 986
- Year formed
- 1896
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL J LUGO | PRESIDENT, EX-OFFICIO, B.O.T. Trustee or director, Officer | 60 | $623,955 | $134,688 |
| RICHARD MAJERUS | VP PLANNING & STRATEGY Officer | 50 | $311,531 | $35,709 |
| ADRIENNE ODDI | VP STRATEGIC ENROLLMENT & COMM Officer | 50 | $296,639 | $37,493 |
| SARAH FATHERLY | PROVOST & VP ACADEMIC AFFAIRS Officer | 50 | $299,120 | $26,720 |
| OLIVER CARIAS | HEAD COACH, MEN'S SOCCER Highest-paid employee | 40 | $233,148 | $40,445 |
| CHERIE SWARTHOUT | DIRECTOR OF ATHLETICS Officer | 50 | $203,005 | $32,278 |
| MARIA FLORES-MILLS | VP STUDENT AFFAIRS & DEAN Officer | 50 | $209,465 | $23,740 |
| MATTHEW A PACKEY | CFO & VP ADMINISTRATION Officer | 50 | $198,496 | $21,071 |
| JULLET WEAVER | DEAN, BLAIR COLLEGE OF HEALTH Highest-paid employee | 50 | $168,159 | $42,811 |
| BETH SCHNEIDER | ASSOC PROFESSOR OF STRATEGY Highest-paid employee | 40 | $179,986 | $18,338 |
| WILLIAM BAKER | PROFESSOR OF ACCOUNTING Highest-paid employee | 40 | $176,105 | $8,311 |
| NICOLE HOERSCHELMANN | DEAN, KNIGHT SCHOOL OF COMM Highest-paid employee | 50 | $171,512 | $784 |
| MARY ALICE BOYD | FORMER CFO & VP ADMINISTRATION Former | 0 | $140,781 | $21,781 |
| LORI ANN SUMMERS | VP, UNIVERSITY ADVANCEMENT Officer | 50 | $82,557 | $2,493 |
| JEFFREY J BROWN | CHAIR Trustee or director | 1 | $0 | $0 |
36 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE J CURETON | VICE-CHAIR Trustee or director | 1 | $0 |
| CHRISTINE M HUNT | SECRETARY Trustee or director | 1 | $0 |
| TANYA BLACKMON | TRUSTEE Trustee or director | 1 | $0 |
| SALLY GAMBRELL BRIDGFORD | TRUSTEE Trustee or director | 1 | $0 |
| Paige Ferguson Burgess | TRUSTEE Trustee or director | 1 | $0 |
| TITI COLE | TRUSTEE Trustee or director | 1 | $0 |
| Kristi Coleman | TRUSTEE Trustee or director | 1 | $0 |
| MALCOMB COLEY | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER DEWITT | TRUSTEE Trustee or director | 1 | $0 |
| Saad Ehtisham | TRUSTEE Trustee or director | 1 | $0 |
| Robert A Engel | TRUSTEE Trustee or director | 1 | $0 |
| AUDEAN GODEHN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID OSCAR GROOMES | TRUSTEE Trustee or director | 1 | $0 |
| L WATTS HAMRICK III | TRUSTEE Trustee or director | 1 | $0 |
| HOOPER HARDISON | TRUSTEE Trustee or director | 1 | $0 |
| LES LAMBERT | TRUSTEE Trustee or director | 1 | $0 |
| Sean P Leary | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH W MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN MCCONNELL | TRUSTEE Trustee or director | 1 | $0 |
| JANET PREYER NELSON | TRUSTEE Trustee or director | 1 | $0 |
| Brian Natwick | TRUSTEE Trustee or director | 1 | $0 |
| BAILEY W PATRICK | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON D PERRY | TRUSTEE Trustee or director | 1 | $0 |
| Elizabeth Hunter Persson | TRUSTEE Trustee or director | 1 | $0 |
| MARK REED | TRUSTEE Trustee or director | 1 | $0 |
| MARY ANNE BOLDRICK ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| Manuel Rey | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT H SALVIN | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN D SAVOY | TRUSTEE Trustee or director | 1 | $0 |
| CAROLINE SINK | TRUSTEE Trustee or director | 1 | $0 |
| Andrea Smith | TRUSTEE Trustee or director | 1 | $0 |
| MAUREEN A SWICK | TRUSTEE Trustee or director | 1 | $0 |
| MARGRETHE VAGELL | TRUSTEE Trustee or director | 1 | $0 |
| DEREK WANG | TRUSTEE Trustee or director | 1 | $0 |
| REGINALD WILLIS | TRUSTEE Trustee or director | 1 | $0 |
| FERNANDO R YCAZA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL LUGO | PRESIDENT, EX-OFFICIO, B.O.T. Trustee or director, Officer | 60 | $525,693 | $107,017 |
| PAUL JOYCE | EXEC DIR, EXEC LEADERSHIP PROG Highest-paid employee | 40 | $253,115 | $29,274 |
| SARAH FATHERLY | VP FOR ACADEMIC AFFAIRS Officer | 50 | $249,130 | $25,249 |
| RICHARD MATHIEU | DEAN MCCOLL SCHOOL OF BUSINESS Highest-paid employee | 40 | $228,937 | $37,028 |
| RICHARD MAJERUS | VP, PLANNING & STRATEGY Officer | 50 | $240,989 | $23,264 |
| MARY ALICE BOYD | CFO, VP FOR ADMINISTRATION Officer | 50 | $222,878 | $31,954 |
| JOHN BENNETT | PROFESSOR OF BUSINESS Highest-paid employee | 40 | $222,441 | $31,185 |
| PAMELA DAVIES | PROF OF STRATEGY&PRES EMERITA Highest-paid employee | 40 | $210,576 | $39,063 |
| OLIVER CARIAS | HEAD COACH, MEN'S SOCCER Highest-paid employee | 40 | $205,624 | $39,371 |
| ADRIENNE ODDI | VP, ENROLLMENT MGMT & MKTG Officer | 50 | $205,041 | $35,998 |
| JENNIFER ERICKSEN | VP FOR ADVANCEMENT Officer | 50 | $223,724 | $11,562 |
| MARIA FLORES-MILLS | VP, STUDENT ENGAGEMENT & DEAN Officer | 50 | $204,680 | $22,946 |
| CHERIE SWARTHOUT | DIRECTOR OF ATHLETICS Officer | 50 | $162,317 | $28,246 |
| JEFFREY J BROWN | CHAIR Trustee or director | 1 | $0 | $0 |
| JESSE J CURETON | VICE-CHAIR Trustee or director | 1 | $0 | $0 |
| CHRISTINE M HUNT | SECRETARY Trustee or director | 1 | $0 | $0 |
| TANYA BLACKMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SALLY GAMBRELL BRIDGFORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBORAH BUTLER BRYAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TITI COLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MALCOMB COLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUDEAN GODEHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID OSCAR GROOMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| L WATTS HAMRICK III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HOOPER HARDISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LES LAMBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH W MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUSAN MCCONNELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANET PREYER NELSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BAILEY W PATRICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRANDON D PERRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK REED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL P RIZER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ANNE BOLDRICK ROGERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT H SALVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN D SAVOY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROLINE SINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAUREEN A SWICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FERNANDO R YCAZA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER DEWITT | Trustee Trustee or director | 1 | $0 | $0 |
| ROBERT ENGEL | trustee Trustee or director | 1 | $0 | $0 |
| BRIAN NATWICK | trustee Trustee or director | 1 | $0 | $0 |
| MANUEL REY | trustee Trustee or director | 1 | $0 | $0 |
| ANDREA SMITH | trustee Trustee or director | 1 | $0 | $0 |
| MARGRETHE VAGELL | trustee Trustee or director | 1 | $0 | $0 |
| DEREK WANG | trustee Trustee or director | 1 | $0 | $0 |
| REGINALD WILLIS | trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 SELWYN AVE, CHARLOTTE, NC 28274-0001
- In care of
- % MATTHEW A PACKEY
- Mailing address (990-N for 2009)
- 1900 Selwyn Avenue, Charlotte NC 28271
- Principal officer (990 for 2023)
- MATTHEW A PACKEY, 1900 SELWYN AVENUE, CHARLOTTE, NC 28274
- Principal officer (990-N for 2009)
- Cherie Clark, 1900 Selwyn Avenue, Charlotte NC 28271
- Signed the 990
- MATTHEW A PACKEY, CFO/VP FOR ADMIN
- Phone
- (704) 337-2561
- Website
- www.queens.edu
- Return prepared by
- BDO USA
Mission
QUEENS UNIVERSITY OF CHARLOTTE PROVIDES TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT NURTURE INTELLECTUAL CURIOSITY, PROMOTE GLOBAL UNDERSTANDING, ENCOURAGE ETHICAL LIVING AND PREPARE INDIVIDUALS FOR PURPOSEFUL AND FULFILLING LIVES.
Program accomplishments
- QUEENS UNIVERSITY OF CHARLOTTE IS A PRIVATE, CO-ED, PRESBYTERIAN AFFILIATED COMPREHENSIVE UNIVERSITY WITH A COMMITMENT TO BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES. LOCATED IN THE HEART OF HISTORIC CHARLOTTE, QUEENS SERVES APPROXIMATELY 1,465 UNDERGRADUATE AND 594 GRADUATE STUDENTS THROUGH ITS COLLEGE OF ARTS AND SCIENCES, MCCOLL SCHOOL OF BUSINESS, THE BLAIR COLLEGE OF HEALTH, THE PRESBYTERIAN SCHOOL OF NURSING, WAYLAND H. CATO, JR. SCHOOL OF EDUCATION, THE KNIGHT SCHOOL OF COMMUNICATION AND HAYWORTH SCHOOL OF GRADUATE AND CONTINUING STUDIES.Expenses $92,586,155 · grants $36,895,791 · revenue $81,654,894
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-0530003
- 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
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $171,525,098
- Income (IRS master file)
- $106,806,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $91,815,282 | $119,670,089 | $171,525,098 | XML |
| 990 | June 2023 | $88,428,382 | $108,892,619 | $189,105,263 | XML |
| 990 | June 2022 | $92,927,014 | $98,710,598 | $200,025,818 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Cherie Clark | June 30, 2010 | ≤ $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 56-0530003).
Questions about QUEENS UNIVERSITY OF CHARLOTTE
- What is the EIN of QUEENS UNIVERSITY OF CHARLOTTE?
- The employer identification number (EIN) of QUEENS UNIVERSITY OF CHARLOTTE is 56-0530003.
- Is QUEENS UNIVERSITY OF CHARLOTTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to QUEENS UNIVERSITY OF CHARLOTTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does QUEENS UNIVERSITY OF CHARLOTTE 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 QUEENS UNIVERSITY OF CHARLOTTE 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 QUEENS UNIVERSITY OF CHARLOTTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of QUEENS UNIVERSITY OF CHARLOTTE?
- The 990 for the year ended June 30, 2024 names MATTHEW A PACKEY.
- Who are the officers and directors of QUEENS UNIVERSITY OF CHARLOTTE?
- The 990 for the year ended June 30, 2024 lists 51 people; 14 received compensation from the organization, the highest $623,955 (DANIEL J LUGO, PRESIDENT, EX-OFFICIO, B.O.T.).
- How much revenue does QUEENS UNIVERSITY OF CHARLOTTE have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $91,815,282, expenses of $119,670,089 and total assets of $171,525,098 at year end.
Other nonprofits in CHARLOTTE
- PROVIDENCE DAY SCHOOL EIN 56-0952382 · last filed 990 for 2025
- CHARLOTTE COUNTRY DAY SCHOOL EIN 56-0623935 · last filed 990 for 2025
- CHARLOTTE LATIN SCHOOLS INC EIN 56-0944449 · last filed 990 for 2025
- JOHNSON C SMITH UNIVERSITY INCORPORATED EIN 25-0983069 · last filed 990 for 2025
- AMITY MEDICAL GROUP INC EIN 47-1195624 · last filed 990 for 2025
- MECKLENBURG PARTNERSHIP FOR CHILDREN EIN 56-1853108 · last filed 990 for 2025
- MOVEMENT CHARTER SCHOOL EIN 47-5153366 · last filed 990 for 2025
- BRADFORD PREPARATORY SCHOOL EIN 46-0751662 · last filed 990 for 2025