Philips Academy of North Carolina Inc

EIN: 203125525 501(c)(3) Education

Charlotte, NC

Total Revenue
$2,691,477
Total Expenses
$2,335,224
Total Assets
$7,206,402
Net Assets
$6,077,000
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
NC
Principal Officer
Deborah Hofland
Phone
7043654533
Tax Period
2024-07-01 to 2025-06-30

Philips Academy of North Carolina Inc, founded in 2005, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $2.3M left a modest 13% surplus.

Mission

Philips Academy is a private non-profit school for students in Middle & High School with complex language, learning and/or cognitive disabilities. Our mission is to provide our students with the academic, occupational and social skills needed to be self-reliant, confident and contributing members of their communities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $830,215
Program Service Revenue $1,666,083
Investment Income $212,597
Other Revenue $-17,418
TOTAL REVENUE $2,691,477

Expense Breakdown

Grants Paid $176,352
Salaries & Benefits $1,719,473
Fundraising Expenses $241,423
Program Expenses $1,860,524
Other Expenses $439,399
TOTAL EXPENSES $2,335,224

Year-over-Year Comparison

2024 2023 Change
Revenue $2,691,477 $3,665,074 -0.3%
Expenses $2,335,224 $2,003,193 +0.2%
Net Income $356,253 $1,661,881 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
26
Volunteers
120

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$129,750
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Deborah Hofland Executive Dir. 50.00
Officer
$129,750 $0 $129,750
Phil Blount Director 1.00
Director
$0 $0 $0
Jane Blount Director 3.00
Director
$0 $0 $0
Ed Imbrogno Chairman 5.00
Officer Director
$0 $0 $0
Becky Berolatti Director 1.00
Director
$0 $0 $0
Kristin Downey Director 1.00
Director
$0 $0 $0
Frasier Ives Secretary 3.00
Officer Director
$0 $0 $0
Doug Bradley Director 1.00
Director
$0 $0 $0
Josh Reichard Director 1.00
Director
$0 $0 $0
Melodie Ohaus Treasurer 3.00
Officer Director
$0 $0 $0
Matthew W Smith Director 1.00
Director
$0 $0 $0
Raleigh Anne Gray Director 1.00
Director
$0 $0 $0
Dale Sarjeant Director 1.00
Director
$0 $0 $0
Steven Scruggs Director 1.00
Director
$0 $0 $0
Nicki Applefield Engel Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,691,477 $2,335,224 $7,206,402 $356,253
2024 $3,665,074 $2,003,193 $6,775,969 $1,661,881
2023 $1,808,354 $1,704,744 $5,054,250 $103,610
2022 $2,463,422 $1,489,918 $3,993,280 $973,504
2021 $1,713,692 $1,247,724 $3,153,577 $465,968
2020 $1,222,606 $1,214,440 $2,745,274 $8,166
2019 $1,573,922 $984,805 $2,613,572 $589,117
2018 $1,929,988 $788,833 $2,069,056 $1,141,155
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