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North Carolina · Nonprofit

Charlotte Museum of History

Charlotte Museum of History (North Carolina) receives grants from 24 organizations whose IRS filings report $3,553,786 to it, the largest being FOUNDATION FOR THE CAROLINAS ($2,068,152). 12 of them have funded it in more than one year, and 65% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$1.4M
Funders on record
24
Grants received
$3.6M
Net assets
$6.6M
12/24 repeat fundersgrants exceed reported revenue in one year
01What it does

What Charlotte Museum of History does

Mission

The Charlotte Museum of History is a 501 (c)(3) nonprofit organization that interprets and preserves charlotte's unique history, with a mission to inspire community engagement and create common ground through education and inclusive storytelling.

As stated on its FY2025 Form 990.

Program

  1. The museum is open five days per week for general admission to the museum's exhibits and programs as well as for tours of mecklenburg county's oldest home, the 1774 rock house and other historic structures on the property.the museum offers a series of educational programs and events for audiences of all ages. In fy25 this included our annual twelfth night celebration, documentary screenings, cultural and heritage festivals, free family days, naturalization ceremonies, book talks and lectures, special themed homesite tours and more. Our largest paid events were the charlotte gem awards and the mad about modern home tour.each year thousands of local students from grades k-12 participate in a series of educational programs both at the museum and via offsite outreach programs. These experiecnes explore the history of our region through the use of artifacts and hands-on activities to tell the story of charlotte growing from a sleepy hamlet to a major metropolis.

    $1,138,797 spent$221,903 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,138,797.

02The organization over time

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.

100 = 20172017 Revenue 100 ($583k) Expenses 100 ($772k) Net assets 100 ($7.0M)2018 Revenue 60 ($347k) Expenses 98 ($756k) Net assets 99 ($6.9M)2019 Revenue 108 ($629k) Expenses 101 ($779k) Net assets 97 ($6.8M)2020 Revenue 105 ($614k) Expenses 99 ($763k) Net assets 95 ($6.6M)2021 Revenue 271 ($1.6M) Expenses 86 ($664k) Net assets 108 ($7.6M)2022 Revenue 9 ($54k) Expenses 106 ($815k) Net assets 97 ($6.8M)2023 Revenue 175 ($1.0M) Expenses 163 ($1.3M) Net assets 98 ($6.9M)2024 Revenue 128 ($744k) Expenses 215 ($1.7M) Net assets 91 ($6.4M)2025 Revenue 241 ($1.4M) Expenses 209 ($1.6M) Net assets 94 ($6.6M)
'17'18'19'20'21'22'23'24'25
Revenue (241)Expenses (209)Net assets (94)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $7.0M to $7.9M (+13%).

$7.1M
$7.0M
$7.0M
$7.0M
$7.9M
$7.1M
$7.3M
$7.0M
$7.1M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

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.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 4% · 2022 120% · 2025 23%. Grants only. Government contracts and fees sit inside program revenue.

83% of Charlotte Museum of History’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 8 of the last 9 reported years ran a deficit.

−$189k
’17
−$409k
’18
−$150k
’19
−$148k
’20
$917k
’21
−$761k
’22
−$238k
’23
−$912k
’24
−$213k
’25
2.2
months of
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

Terri White

President & CEO

Board chair

Robert Stickler

Chairman

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2022 and FY2023 filings.

'17'18'19'20'21'22'23'24'25
Listed192118142220212322
Joined·+3+4+1+8+2+7+5+6
No longer listed·17504637
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 10 funders, grant income rose $302k → $902k.

7 of 24 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 65% 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 Museum of History’s funders (the co-funder graph). Top 23 of 24 funders by total. 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 Museum of History leans on a few funders — its largest provides 58% of grant income and the top three 79%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

77% 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 Museum of History.

58%
largest funder
79%
top three
~3
effective funders

Largest funder’s share by year: 2017 93% · 2018 96% · 2019 87% · 2020 86% · 2021 58% · 2022 46% · 2023 61% — diversifying over time.

“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.

How long its funders stay

44% of Charlotte Museum of History's funders are still giving 3 years after their first grant; 50% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

65% of Charlotte Museum of History'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 $1.2M that is directly attributable, 96% of it comes from North Carolina funders.

IL
PA
NC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $2.3M arriving through sponsors registered in 5 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.

04Its place in the field

Against its field

Charlotte Museum of History has grown faster than half of the 3,230 arts & culture nonprofits its size.

Operating margin−15% · bottom quartile
Months of reserve2.2mo · below the median
Revenue growth (annualized)12% · above the median

this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025

Government funding Charlotte Museum of History receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $445k on record.

Federal$445k
grants $445kcontracts $0
Top agencies
  • Department of the Interior$445k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like Charlotte Museum of History

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

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

70% of spending goes to programs.

Program 70%Management 16%Fundraising 13%

Governance

21
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

83%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for Charlotte Museum of History: 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.

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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 Museum of History?
Charlotte Museum of History (North Carolina) receives grants from 24 organizations whose IRS filings report $3,553,786 to it, the largest being FOUNDATION FOR THE CAROLINAS ($2,068,152). 12 of them have funded it in more than one year, and 65% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Charlotte Museum of History have?
IRS filings report 24 organizations giving $3,553,786 in grants to Charlotte Museum of History, 12 of which have funded it in more than one year.
Who is the largest funder of Charlotte Museum of History?
FOUNDATION FOR THE CAROLINAS is the largest funder on record, with $2,068,152 in grants. The full list of funders is on this page.
How can an organization like Charlotte Museum of History 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 Museum of History →

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 24 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 14, 2026. What this page cannot tell you · view filing