Nonprofit · EIN 56-2107877
CARMEL EDUCATIONAL FOUNDATION
Tax-exempt · MATTHEWS, NC 28105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,068,745 | $618,023 | $450,722 | $1,894,088 | $0 | $1,894,088 |
| July 31, 2024 | 990 | $1,049,257 | $532,350 | $516,907 | $1,530,281 | $0 | $1,530,281 |
| July 31, 2023 | 990 | $806,345 | $329,090 | $477,255 | $1,013,374 | $0 | $1,013,374 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,001
- Program service revenue
- $0
- Investment income
- $68,744
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $618,023
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $618,023
Balance sheet and other
- Total assets, start of year
- $1,530,281
- Total assets, end of year
- $1,894,088
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,894,088
- Net assets with donor restrictions
- $1,894,088
- Gross receipts
- $1,068,745
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1998
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allison Whitlock | Director Trustee or director | 0.25 | $0 |
| Jonathan Schlottman | Director Trustee or director | 0.25 | $0 |
| Burt Lohoff-Gaida | Chairman Trustee or director, Officer | 0.25 | $0 |
| Beth Warren | Director Trustee or director | 0.25 | $0 |
| John Daniel | Director Trustee or director | 0.25 | $0 |
| Christopher Grace | Director Trustee or director | 0.25 | $0 |
| Jennifer Williams | Director Trustee or director | 0.25 | $0 |
990 for the year ended July 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allison Whitlock | Director Trustee or director | 0.5 | $0 |
| Burt Lohoff-Gaida | Director Trustee or director | 0.5 | $0 |
| Robert Soell | Chairman Trustee or director, Officer | 0.5 | $0 |
| Andy Thompson | Director Trustee or director | 0.5 | $0 |
| John Daniel | Director Trustee or director | 0.5 | $0 |
| Christopher Grace | Director Trustee or director | 0.5 | $0 |
| Jennifer Williams | Director Trustee or director | 0.5 | $0 |
990 for the year ended July 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andy Tarr | Director Trustee or director | 0.5 | $0 |
| Andrew McCartney | Director Trustee or director | 0.5 | $0 |
| Robert Soell | Director Trustee or director | 0.5 | $0 |
| Andy Thompson | Director Trustee or director | 0.5 | $0 |
| Christy Hansen | Vice Chair Trustee or director, Officer | 0.5 | $0 |
| Cindy Gruber | Director Trustee or director | 0.5 | $0 |
| Joe Poats | Chairman Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1145 PINEVILLE MATTHEWS RD, MATTHEWS, NC 28105-6518
- Principal officer (990 for 2024)
- John Jordan
- Signed the 990
- John Jordan, Church Administrator
- Phone
- (704) 847-8575
- Return prepared by
- Foard and Company PA
Mission
Christian Education
Program accomplishments
- The Foundation supports the activities of Carmel Christian School and Carmel Weekday Early Educational School.Expenses $618,023 · grants $618,023
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 56-2107877
- 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
- 2000
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $1,894,088
- Income (IRS master file)
- $1,068,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,068,745 | $618,023 | $1,894,088 | IRS |
| 990 | July 2024 | $1,049,257 | $532,350 | $1,530,281 | XML |
| 990 | July 2023 | $806,345 | $329,090 | $1,013,374 | XML |
| 990 | July 2022 | $604,652 | $118,491 | $677,219 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CARMEL EDUCATIONAL FOUNDATION
- What is the EIN of CARMEL EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of CARMEL EDUCATIONAL FOUNDATION is 56-2107877.
- Is CARMEL EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CARMEL EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARMEL EDUCATIONAL FOUNDATION 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 CARMEL EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARMEL EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of CARMEL EDUCATIONAL FOUNDATION?
- The 990 for the year ended July 31, 2025 names John Jordan.
- Who are the officers and directors of CARMEL EDUCATIONAL FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CARMEL EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,068,745, expenses of $618,023 and total assets of $1,894,088 at year end.
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