Nonprofit · EIN 56-0623935
CHARLOTTE COUNTRY DAY SCHOOL
Tax-exempt · CHARLOTTE, NC 28226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $67,433,403 | $68,790,175 | -$1,356,772 | $262,956,937 | $37,018,621 | $225,938,316 |
| June 30, 2024 | 990 | $64,354,557 | $67,209,159 | -$2,854,602 | $258,609,580 | $37,207,283 | $221,402,297 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,697,723
- Program service revenue
- $56,955,626
- Investment income
- $3,410,319
- Net rental income
- $130,016
- Net gain from sales of assets
- $662,614
- Net income from fundraising events
- $140,414
- Net income from gaming
- $100,510
- Net income from sales of inventory
- -$1,205
- Other revenue
- $369,735
Expenses
- Grants and similar amounts paid
- $4,345,620
- Compensation of officers, directors and key employees
- $1,573,369
- Other salaries and wages
- $29,250,548
- Salaries, compensation and benefits (total)
- $42,848,056
- Professional fundraising fees
- $0
- Legal fees
- $254,612
- Accounting fees
- $80,487
- Occupancy
- $1,570,926
- Travel
- $508,354
- Depreciation
- $5,600,550
- Program services (functional)
- $57,742,656
- Management and general (functional)
- $7,802,888
- Fundraising (functional)
- $3,244,631
Balance sheet and other
- Total assets, start of year
- $258,609,580
- Total assets, end of year
- $262,956,937
- Total liabilities, end of year
- $37,018,621
- Net assets, end of year
- $225,938,316
- Land, buildings and equipment
- $143,041,291
- Publicly traded securities
- $22,541,859
- Net assets without donor restrictions
- $152,350,325
- Net assets with donor restrictions
- $73,587,991
- Gross unrelated business income
- $123,579
- Gross receipts
- $72,675,423
- Employees
- 728
- Volunteers
- 600
- Year formed
- 1941
- 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 |
|---|---|---|---|---|
| DAVID L MANCOS | CFO & INTERIM HOS (12/23 - 6/25) Officer | 70 | $472,956 | $452,246 |
| MARCEL GAUTHIER | FORMER HEAD OF SCHOOL Former | 0 | $639,058 | $9,108 |
| KATHARINE H ATKINS | DIRECTOR OF ADVANCEMENT Highest-paid employee | 50 | $241,490 | $73,629 |
| SCOTT M WAYBRIGHT | ASSISTANT HEAD OF SCHOOL THRU 12/24 Highest-paid employee | 50 | $243,779 | $25,323 |
| WILLIAM MULCAHY | HEAD OF LOWER SCHOOL Highest-paid employee | 50 | $177,321 | $75,685 |
| WARREN M SEPKOWITZ | HEAD OF MIDDLE SCHOOL Highest-paid employee | 50 | $221,111 | $25,277 |
| GREGORY J WALTERS | DIRECTOR OF FACILITIES AND OPERATIONS Highest-paid employee | 50 | $204,518 | $24,606 |
| SAMUEL B BOWLES | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LUTHER J BLYTHE JR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN F CHAMBERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR KANDI DEITEMEYER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PONTEA F DIXON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SAMUEL E FARNHAM SR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SAMUEL B HOOD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SHANON JONES | TRUSTEE Trustee or director | 3 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR TIFFANI M JONES | TRUSTEE Trustee or director | 3 | $0 |
| LUIS M LLUBERAS | TRUSTEE Trustee or director | 3 | $0 |
| SU PING LU | TRUSTEE Trustee or director | 3 | $0 |
| MICHAEL B MAGUIRE | TRUSTEE Trustee or director | 3 | $0 |
| KELLY WALTON MILLER | TRUSTEE Trustee or director | 3 | $0 |
| STANTON D MCCULLOUGH | TRUSTEE Trustee or director | 3 | $0 |
| ALI M SUMMERVILLE | TRUSTEE Trustee or director | 3 | $0 |
| JENNIFER J WARD | TRUSTEE Trustee or director | 3 | $0 |
| ANN E WILLEY | TRUSTEE Trustee or director | 3 | $0 |
| HOWARD C BISSELL | LIFE TRUSTEE Trustee or director | 3 | $0 |
| SALLY CANNON SAUSSY | LIFE TRUSTEE Trustee or director | 3 | $0 |
| WILLIAM H ZIMMERN | CHAIR Trustee or director, Officer | 3 | $0 |
| DR LAUREN I BROWNE | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| DR LISA M TOPPIN | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| R GLENN SHERRILL JR | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| ANDREW W TATE | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| RONALD E ELIASEK JR | SECRETARY-TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCEL GAUTHIER | HEAD OF SCHOOL THRU 12/15/23 Officer | 70 | $587,100 | $33,971 |
| DAVID L MANCOS | CFO (INTERIM HOS AS OF 12/15/23) Officer | 70 | $371,007 | $33,764 |
| SCOTT M WAYBRIGHT | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 50 | $231,815 | $25,482 |
| KATHARINE H ATKINS | DIRECTOR OF ADVANCEMENT Highest-paid employee | 50 | $185,400 | $65,137 |
| GREGORY J WALTERS | FACILITIES AND OPERATIONS MANAGER Highest-paid employee | 50 | $192,820 | $23,683 |
| WARREN M SEPKOWITZ | HEAD OF MIDDLE SCHOOL Highest-paid employee | 50 | $192,420 | $23,576 |
| MATTHEW T LESS | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $176,472 | $19,809 |
| SAMUEL B BOWLES | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LUTHER J BLYTHE JR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN F CHAMBERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR KANDI DEITEMEYER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PONTEA F DIXON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RONALD E ELIASEK JR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SAMUEL E FARNHAM SR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SAMUEL B HOOD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SHANON JONES | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR TIFFANI M JONES | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR GARY L LITTLE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SU PING LU | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL B MAGUIRE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| J SCOTT MATTEI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| STANTON D MCCULLOUGH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR LISA M TOPPIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JENNIFER J WARD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANN E WILLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HOWARD C BISSELL | LIFE TRUSTEE Trustee or director | 3 | $0 | $0 |
| SALLY CANNON SAUSSY | LIFE TRUSTEE Trustee or director | 3 | $0 | $0 |
| WILLIAM H ZIMMERN | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| DR LAUREN I BROWNE | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| STONEY D SELLARS | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| R GLENN SHERRILL JR | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SCOTT R STEVENS | PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ANDREW W TATE | SECRETARY-TREASURER Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1440 CARMEL RD, CHARLOTTE, NC 28226-5012
- Principal officer (990 for 2024)
- DR TARA CHRISTIE KINSEY, 1440 CARMEL ROAD, CHARLOTTE, NC 28226
- Signed the 990
- DAVID L MANCOS, CHIEF FINANCIAL OFFICER
- Phone
- (704) 943-4500
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
THROUGH EXCELLENCE IN EDUCATION, CHARLOTTE COUNTRY DAY SCHOOL DEVELOPS THE POTENTIAL OF EACH STUDENT BY FOSTERING INTELLECTUAL CURIOSITY, PRINCIPLED CHARACTER, ETHICAL LEADERSHIP AND A RESPONSIBILITY TO SERVE. THE KEY VALUES AND COMMITMENTS ARE EDUCATIONAL EXCELLENCE, CHARACTER, COMMUNITY, AND SERVICE.
Program accomplishments
- INSTRUCTIONAL: FUNDS WERE USED TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO APPROXIMATELY 1,740 STUDENTS IN GRADES JUNIOR KINDERGARTEN THROUGH GRADE 12.Expenses $49,181,158 · grants $4,345,620 · revenue $51,066,300
- SPECIAL PROGRAM FEES: FUNDS WERE USED TO PROVIDE SPECIAL PROGRAMS, INCLUDING AFTERSCHOOL CARE, AFTERSCHOOL ENRICHMENT CLASSES, TUTORING, AND SUMMER DAY CAMPS (SPORTS, ARTS, ENRICHMENT) TO CHILDREN IN GRADES JUNIOR KINDERGARTEN THROUGH GRADE 12.Expenses $3,716,725 · revenue $3,388,067
- AUXILIARY SERVICES: FUNDS WERE USED TO PROVIDE FOOD, CAMPUS STORE, AND TRANSPORTATION TO STUDENTS IN GRADES JUNIOR KINDERGARTEN THROUGH GRADE 12. THESE EXPENSES ALSO INCLUDED COSTS ASSOCIATED WITH OPERATING AND MAINTAINING THE DONATED WEDDINGTON FARM PROPERTY.Expenses $4,844,773 · revenue $2,501,259
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
- 56-0623935
- 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
- 1944
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $262,956,937
- Income (IRS master file)
- $72,675,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $67,433,403 | $68,790,175 | $262,956,937 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $64,354,557 | $67,209,159 | $258,609,580 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $65,113,849 | $61,683,409 | $255,177,582 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-0623935).
Questions about CHARLOTTE COUNTRY DAY SCHOOL
- What is the EIN of CHARLOTTE COUNTRY DAY SCHOOL?
- The employer identification number (EIN) of CHARLOTTE COUNTRY DAY SCHOOL is 56-0623935.
- Is CHARLOTTE COUNTRY DAY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to CHARLOTTE COUNTRY DAY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE COUNTRY DAY SCHOOL 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 COUNTRY DAY SCHOOL 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 COUNTRY DAY SCHOOL 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 COUNTRY DAY SCHOOL?
- The 990 for the year ended June 30, 2025 names DR TARA CHRISTIE KINSEY.
- Who are the officers and directors of CHARLOTTE COUNTRY DAY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 32 people; 7 received compensation from the organization, the highest $472,956 (DAVID L MANCOS, CFO & INTERIM HOS (12/23 - 6/25)).
- How much revenue does CHARLOTTE COUNTRY DAY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $67,433,403, expenses of $68,790,175 and total assets of $262,956,937 at year end.
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