Nonprofit · EIN 99-0616223
MISSION CHARLOTTE
Tax-exempt · CHARLOTTE, NC 28203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $189,319 | $195,884 | -$6,565 | $65,112 | $2,212 | $62,900 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $186,204
- Program service revenue
- $0
- Investment income
- $72
- Other revenue
- $3,043
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,916
- Salaries, compensation and benefits (total)
- $71,760
- Professional fundraising fees
- $0
- Accounting fees
- $10,452
- Travel
- $3,453
- Program services (functional)
- $156,707
- Management and general (functional)
- $39,177
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $65,112
- Total liabilities, end of year
- $2,212
- Net assets, end of year
- $62,900
- Gross receipts
- $189,319
- Employees
- 1
- Volunteers
- 0
- Year formed
- 2023
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J CASWELL | EXECUTIVE DIRECTOR Officer | 40 | $73,000 |
| JOHN PARKER | BOARD CHAIR Trustee or director, Officer | 2 | $0 |
| BETH BELL | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| SHELLEY MCLEAN | CHAIR OF RESOURCE DEVELOPMENT COMMITTEE Trustee or director, Officer | 2 | $0 |
| CLAY REALE | CHAIR OF FINANCE COMMITTEE Trustee or director, Officer | 2 | $0 |
| MONICA PETTIFORD CHAVIS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PAUL JOYCE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROB KELLY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LIZ MALLAS LAW | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS PAYNE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROBERT WHITTLEY III | BOARD MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1310 S TRYON ST STE 101, CHARLOTTE, NC 28203-4233
- Principal officer (990 for 2024)
- RJ CASWELL, 6115 PARK S DRIVE SUITE 320, CHARLOTTE, NC 28210
- Signed the 990
- RJ CASWELL, EXECUTIVE DIRECTOR
- Phone
- (980) 253-1825
- Return prepared by
- THOMAS JUDY & TUCKER PA
Mission
NONE
Program accomplishments
- WE FOCUS ON SIX CORE COMPETENCIES BASED ON BIBLICAL LEADERSHIP, ORGANIZATIONAL EFFECTIVENESS, AND SUSTAINABLE SERVICE, TO HELP INSTITUTIONS MATURE, ALIGN, AND FLOURISH. THROUGH OUR PROVEN PROCESS -ASSES, TRAIN AND IMPLEMENT - WE CULTIVATE A LEARNING COMMUNITY WHERE ORGANIZATIONS GROW STRONGER TOGETHER AND EXPAND THEIR INFLUENCE ACROSS CHARLOTTE'S ECOSYSTEM. IN 2025, 2E HAD 61 PEOPLE COMPLETE OUR THRIVE INDEX (ASSESS), 450 PEOPLE ATTENDED OUR STRATEGIC PLANNING WORKSHOPS FOLLOWED UP WITH 117 PARTICIPATING IN SMALL GROUP SESSIONS (TRAIN) AND 49 ORGANIZATIONS COACHED BY MISSION CHARLOTTE (IMPLEMENT).Expenses $156,707 · revenue $3,043
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 99-0616223
- 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
- 2024
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S02)
- Assets (IRS master file)
- $65,112
- Income (IRS master file)
- $189,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $189,319 | $195,884 | $65,112 | XML |
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 99-0616223).
Questions about MISSION CHARLOTTE
- What is the EIN of MISSION CHARLOTTE?
- The employer identification number (EIN) of MISSION CHARLOTTE is 99-0616223.
- Is MISSION CHARLOTTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to MISSION CHARLOTTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSION 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 MISSION CHARLOTTE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MISSION CHARLOTTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MISSION CHARLOTTE?
- The 990 for the year ended September 30, 2025 names RJ CASWELL.
- Who are the officers and directors of MISSION CHARLOTTE?
- The 990 for the year ended September 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $73,000 (ROBERT J CASWELL, EXECUTIVE DIRECTOR).
- How much revenue does MISSION CHARLOTTE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $189,319, expenses of $195,884 and total assets of $65,112 at year end.
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