North Carolina · Nonprofit
CHARLOTTE MASON INSTITUTE INC
CHARLOTTE MASON INSTITUTE INC (North Carolina) receives grants from 4 organizations whose IRS filings report $179,170 to it, the largest being NATL CHRISTIAN CHARITABLE FDN INC ($170,000). 3 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $943k
- Funders on record
- 4
- Grants received
- $179k
- Net assets
- $484k
What Charlotte Mason Institute Inc does
Mission
The purpose of the charlotte mason institute is to support a worldwide community of learners and educators in the authentic practice of charlotte mason's design for education. We seek to do this through the following vision, mission and values:vision: a relational education for all students and teachers in every setting.mission: promoting the principles and practices of charlotte mason's design for education.values: charity, fidelity, humility
As stated on its FY2025 Form 990.
Program
Research-conducting a thorough investigation into the writings, programmes, and archival documents from the charlotte mason archive as well as through any future empirical research.practice-providing training through immersions or demonstrations of mason's methods to help others practice a mason education.outreach-providing ways by which those who are interested can access knowledge of charlotte mason's theories and practices. These include: conferences and retreats, book study groups, publications and curriculum component
$633,827 spent$892,008 earned by the program100% of program spending
The program described on its FY2025 Form 990. Program spending in total: $633,827.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $387k to $591k (+53%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 6% · 2021 4%. Grants only. Government contracts and fees sit inside program revenue.
5% of CHARLOTTE MASON INSTITUTE INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (57% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Kerry Forney
Executive director
Board chair
Deani Van Pelt
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2020 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $257 → $75k.
3 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CHARLOTTE MASON INSTITUTE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CHARLOTTE MASON INSTITUTE INC leans on a few funders — its largest provides 95% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CHARLOTTE MASON INSTITUTE INC.
Largest funder’s share by year: 2020 100% · 2021 98% · 2022 86% · 2023 99% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of CHARLOTTE MASON INSTITUTE INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $360 that is directly attributable, 100% of it comes from North Carolina funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $179k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CHARLOTTE MASON INSTITUTE INC has grown faster than half of the 17,450 education nonprofits its size.
this organization peer median middle 50% of peers· 17,450 education nonprofits $100k–$1M, FY2025
Organizations like CHARLOTTE MASON INSTITUTE INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In North Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
60% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CHARLOTTE MASON INSTITUTE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CHARLOTTE MASON INSTITUTE INC?
- CHARLOTTE MASON INSTITUTE INC (North Carolina) receives grants from 4 organizations whose IRS filings report $179,170 to it, the largest being NATL CHRISTIAN CHARITABLE FDN INC ($170,000). 3 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does CHARLOTTE MASON INSTITUTE INC have?
- IRS filings report 4 organizations giving $179,170 in grants to CHARLOTTE MASON INSTITUTE INC, 3 of which have funded it in more than one year.
- Who is the largest funder of CHARLOTTE MASON INSTITUTE INC?
- NATL CHRISTIAN CHARITABLE FDN INC is the largest funder on record, with $170,000 in grants. The full list of funders is on this page.
- How can an organization like CHARLOTTE MASON INSTITUTE INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Charlotte Mason Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing