Nonprofit · EIN 58-1538056
INSTITUE OF INTERNAL AUDITORS
Also known as CHARLOTTE CHAPTER
Tax-exempt · MATTHEWS, NC 28106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $41,635 | $38,432 | $3,203 | $124,128 | $11,020 | $113,108 |
| May 31, 2024 | 990-EZ | $89,214 | $120,460 | -$31,246 | $121,424 | $11,519 | $109,905 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $13,258
- Program service revenue
- $28,376
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $5,000
- Other expenses
- $33,432
- Program services (functional)
- $35,431
Balance sheet and other
- Total assets, start of year
- $121,424
- Total assets, end of year
- $124,128
- Total liabilities, end of year
- $11,020
- Net assets, end of year
- $113,108
- Cash, savings and investments
- $121,376
- Gross receipts
- $41,635
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Caitlin Bunzey | President | 8 | $0 |
| Hannah Richard | Board Member | 2 | $0 |
| Christine Mays | Board Member | 2 | $0 |
| Patrick Dunlavey | Board Member | 2 | $0 |
| Steve Del Villar | Board Member | 2 | $0 |
| Jazman Jones | Board Member | 2 | $0 |
| Lara Traynham | Board Member | 2 | $0 |
| Michael Zimmerman | Board Member | 2 | $0 |
| Chris Patrick | Board Member | 2 | $0 |
| Kaila Cola | Board Member | 2 | $0 |
| Darrin Williams | Treasurer | 4 | $0 |
| Reggie Bolding | VP of Programs | 6 | $0 |
| Natalie Metaxas | VP of Academic Relations | 4 | $0 |
| Will Crouse | VP of Membership | 4 | $0 |
| Heather Bowers | VP of Certifications | 4 | $0 |
990-EZ for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jazman Jones | President | 8 | $0 |
| Garrett Moyer | Secretary | 8 | $0 |
| Lucie Gove | Treasurer | 8 | $0 |
| Alexia Scott | Assistant Treasurer | 2 | $0 |
| Caitlyn Bunzey | First Vice President | 8 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 491, MATTHEWS, NC 28106-0491
- In care of
- % JAZMAN JONES
- Signed the 990-EZ
- Caitlin Bunzey, President
Mission
See Schedule O
Program accomplishments
- Provided CPE training networking and CAE roundtablesExpenses $22,100
- Sponsored 2 students to attend the 2025 Student Leadership ConferenceExpenses $1,512
- Administrative expenses including PayPalExpenses $1,396
- The organization incurred $10,423 in expenses related to participation in district and leadership conferences. These events support the chapters mission by providing professional development networking and leadership training opportunities for board members and volunteers.Expenses $10,423
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 58-1538056
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990-N (e-Postcard)
- Group exemption
- 8620: INSTITUTE OF INTERNAL AUDITORS
- Assets (IRS master file)
- $124,128
- Income (IRS master file)
- $41,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $41,635 | $38,432 | $124,128 | XML |
| 990-EZ | May 2024 | $89,214 | $120,460 | $121,424 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | 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 58-1538056).
Questions about INSTITUE OF INTERNAL AUDITORS
- What is the EIN of INSTITUE OF INTERNAL AUDITORS?
- The employer identification number (EIN) of INSTITUE OF INTERNAL AUDITORS is 58-1538056.
- Is INSTITUE OF INTERNAL AUDITORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to INSTITUE OF INTERNAL AUDITORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSTITUE OF INTERNAL AUDITORS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of INSTITUE OF INTERNAL AUDITORS due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUE OF INTERNAL AUDITORS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of INSTITUE OF INTERNAL AUDITORS?
- The 990-EZ for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does INSTITUE OF INTERNAL AUDITORS have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $41,635, expenses of $38,432 and total assets of $124,128 at year end.
Other nonprofits in MATTHEWS
- MANA NUTRITIVE AID PRODUCTS INC EIN 27-0165743 · last filed 990 for 2025
- THOMPSON CHILD & FAMILY FOCUS EIN 56-0547460 · last filed 990 for 2025
- QUEENS GRANT COMMUNITY SCHOOL INC EIN 56-2241498 · last filed 990 for 2025
- MATTHEWS CHARTER ACADEMY EIN 80-0899073 · last filed 990 for 2025
- UNION DAY SCHOOL INC EIN 47-1782363 · last filed 990 for 2025
- DUP 15Q ALLIANCE EIN 20-0751232 · last filed 990 for 2025
- PROVERBS 31 MINISTRY INC EIN 56-1989197 · last filed 990 for 2025
- CEM HEALTH AND WELFARE BENEFIT TRUST EIN 58-1813097 · last filed 990 for 2025