Nonprofit · EIN 56-0944449
CHARLOTTE LATIN SCHOOLS INC
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $64,437,871 | $56,664,705 | $7,773,166 | $172,890,949 | $56,240,085 | $116,650,864 |
| June 30, 2024 | 990 | $55,662,817 | $55,143,986 | $518,831 | $156,009,245 | $53,955,639 | $102,053,606 |
| June 30, 2023 | 990 | $57,204,279 | $51,234,910 | $5,969,369 | $147,355,358 | $53,921,047 | $93,434,311 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,154,878
- of which government grants
- $956,639
- Program service revenue
- $52,876,890
- Investment income
- $406,103
- Net gain from sales of assets
- -$2,671,956
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,215,550
- Compensation of officers, directors and key employees
- $1,310,617
- Other salaries and wages
- $26,961,071
- Salaries, compensation and benefits (total)
- $37,383,645
- Professional fundraising fees
- $0
- Accounting fees
- $160,086
- Occupancy
- $2,455,341
- Travel
- $1,324,488
- Depreciation
- $3,178,475
- Program services (functional)
- $46,810,178
- Management and general (functional)
- $7,713,997
- Fundraising (functional)
- $2,140,530
Balance sheet and other
- Total assets, start of year
- $156,009,245
- Total assets, end of year
- $172,890,949
- Total liabilities, end of year
- $56,240,085
- Net assets, end of year
- $116,650,864
- Land, buildings and equipment
- $52,453,329
- Publicly traded securities
- $69,017,071
- Net assets without donor restrictions
- $77,604,686
- Net assets with donor restrictions
- $39,046,178
- Gross receipts
- $67,387,662
- Employees
- 654
- Volunteers
- 21
- Year formed
- 1970
- 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 |
|---|---|---|---|---|
| CHARLES D BALDECCHI | HEAD OF SCHOOL Officer | 50 | $932,350 | $69,113 |
| ROBERT MCARTHUR | CFO AND COO Officer | 50 | $273,522 | $34,311 |
| SONJA TAYLOR | ASSOC. HEAD OF SCHOOL Highest-paid employee | 50 | $265,263 | $35,786 |
| TODD BALLABAN | HEAD OF MIDDLE SCHOOL Highest-paid employee | 50 | $190,716 | $36,905 |
| LAWRENCE WALL | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $194,193 | $31,547 |
| MARCUS TAYLOE | HEAD OF LOWER SCHOOL Highest-paid employee | 50 | $185,256 | $35,859 |
| JOANNE BEAM | PHILANTHROPY DIRECTOR Highest-paid employee | 50 | $183,578 | $32,657 |
| RAEL GORELICK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN COMLY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHIL COLACO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVE SHUFORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE FRENO | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| MACKENZIE ALPERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IRM BELLAVIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY KATHERINE DUBOSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAIGE FORD | TRUSTEE Trustee or director | 1 | $0 |
| DON GATELY | TRUSTEE Trustee or director | 1 | $0 |
| STACY GEE | TRUSTEE Trustee or director | 1 | $0 |
| ANNA GLASS | TRUSTEE Trustee or director | 1 | $0 |
| DONNIE JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| KARIM LOKAS | TRUSTEE Trustee or director | 1 | $0 |
| ED MCMAHAN | TRUSTEE Trustee or director | 1 | $0 |
| KATIE MORGAN | TRUSTEE Trustee or director | 1 | $0 |
| UMA O'BRIEN | TRUSTEE Trustee or director | 1 | $0 |
| JACK PURCELL | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTIAN ROBINSON | TRUSTEE Trustee or director | 1 | $0 |
| JAN SWETENBURG | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES THIES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLES D BALDECCHI | HEAD OF SCHOOL Officer | 50 | $1,007,348 | $78,291 |
| ROBERT MCARTHUR | CFO AND COO Officer | 50 | $283,156 | $32,364 |
| SONJA TAYLOR | ASSOC. HEAD OF SCHOOL Highest-paid employee | 50 | $231,940 | $35,167 |
| TODD BALLABAN | HEAD OF MIDDLE SCHOOL Highest-paid employee | 50 | $184,626 | $43,629 |
| MARCUS TAYLOE | HEAD OF LOWER SCHOOL Highest-paid employee | 50 | $177,180 | $47,307 |
| LAWRENCE WALL | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $184,998 | $32,688 |
| JOANNE BEAM | PHILANTHROPY DIRECTOR Highest-paid employee | 50 | $168,748 | $42,423 |
| MIKE FRENO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RAEL GORELICK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHIL COLACO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVE SHUFORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MACKENZIE ALPERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRM BELLAVIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN COMLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHERINE DUBOSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAIGE FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DON GATELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACY GEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARIM LOKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN T MCCOY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED MCMAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN MIDDENDORF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE MORGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| UMA O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTIAN ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES THIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE THORNHILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLES D BALDECCHI | HEAD OF SCHOOL Officer | 50 | $902,167 | $49,029 |
| FLETCHER H GREGORY III | FORMER CFO UNTIL 6/2022 Former | 50 | $227,629 | $32,807 |
| SONJA TAYLOR | ASSOC. HEAD OF SCHOOL Highest-paid employee | 50 | $211,590 | $25,870 |
| MARCUS TAYLOE | HEAD OF LOWER SCHOOL Highest-paid employee | 50 | $170,292 | $43,893 |
| TODD BALLABAN | HEAD OF MIDDLE SCHOOL Highest-paid employee | 50 | $175,541 | $32,946 |
| LAWRENCE WALL | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $176,616 | $30,379 |
| JOANNE BEAM | PHILANTHROPY DIRECTOR Highest-paid employee | 50 | $159,438 | $41,362 |
| ROBERT MCARTHUR | CFO AND COO (FROM 7/2022) Officer | 50 | $132,744 | $8,525 |
| MIKE FRENO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RAEL GORELICK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHIL COLACO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEBBIE S FRAIL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| IRM BELLAVIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN COMLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHERINE DUBOSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAORA A ERUCHALU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAIGE FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DON GATELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARIM LOKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN T MCCOY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN MIDDENDORF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| UMA O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNY O'LEARY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTIAN ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE SHUFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES THIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE THORNHILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9502 PROVIDENCE RD, CHARLOTTE, NC 28277-8695
- Principal officer (990 for 2024)
- ROBERT MCARTHUR, 9502 PROVIDENCE ROAD, CHARLOTTE, NC 282778695
- Signed the 990
- ROBERT MCARTHUR, CFO & COO
- Phone
- (704) 846-7299
- Website
- WWW.CHARLOTTELATIN.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
SEE SCHEDULE O
Program accomplishments
- CLS ENROLLED AND EDUCATED 1,539 STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN THROUGH 12TH GRADE IN THE 2024-2025 SCHOOL YEAR.Expenses $35,856,684 · grants $3,215,550 · revenue $48,249,605
- CLS PROVIDED FOOD AND TRANSPORTATION SERVICES AS WELL AS ARTS, ATHLETICS, AND OTHER SPECIAL PROGRAMS, SUCH AS DAY CARE, EXTENDED DAY CARE, SUMMER CAMPS, CLINICS, AND EDUCATIONAL RESOURCES TO STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN THROUGH 12TH GRADE.Expenses $10,953,494 · revenue $4,627,285
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
- 56-0944449
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $172,890,949
- Income (IRS master file)
- $67,387,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $64,437,871 | $56,664,705 | $172,890,949 | IRS |
| 990 | June 2024 | $55,662,817 | $55,143,986 | $156,009,245 | IRS |
| 990 | June 2023 | $57,204,279 | $51,234,910 | $147,355,358 | XML |
| 990 | June 2022 | $54,213,671 | $48,118,067 | $136,653,905 | 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 56-0944449).
Questions about CHARLOTTE LATIN SCHOOLS INC
- What is the EIN of CHARLOTTE LATIN SCHOOLS INC?
- The employer identification number (EIN) of CHARLOTTE LATIN SCHOOLS INC is 56-0944449.
- Is CHARLOTTE LATIN SCHOOLS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to CHARLOTTE LATIN SCHOOLS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE LATIN SCHOOLS 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 LATIN SCHOOLS 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 LATIN SCHOOLS 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 LATIN SCHOOLS INC?
- The 990 for the year ended June 30, 2025 names ROBERT MCARTHUR.
- Who are the officers and directors of CHARLOTTE LATIN SCHOOLS INC?
- The 990 for the year ended June 30, 2025 lists 28 people; 7 received compensation from the organization, the highest $932,350 (CHARLES D BALDECCHI, HEAD OF SCHOOL).
- How much revenue does CHARLOTTE LATIN SCHOOLS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $64,437,871, expenses of $56,664,705 and total assets of $172,890,949 at year end.
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