The Epiphany School of Charlotte

EIN: 900967396 501(c)(3) Education

Charlotte, NC

Total Revenue
$841,871
Total Expenses
$722,689
Total Assets
$1,175,811
Net Assets
$676,802
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
NC
Principal Officer
Karen Ely
Phone
7044969942
Tax Period
2024-07-01 to 2025-06-30

The Epiphany School of Charlotte, founded in 2013, is a small nonprofit in the Education sector that reported $842K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $723K left a modest 14% surplus.

Mission

The Epiphany School of Charlotte is an independent school dedicated to meeting the needs of students with Autism Spectrum Disorder Level 1 and other social communication challenges. Our mission is to provide a supportive, relationship-centered educational environment that nurtures academic growth, social-emotional development and confidence. We believe that every student deserves a setting where their strengths are recognized, their challenges are understood and their potential is fully supported.

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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 $134,684
Program Service Revenue $678,208
Investment Income $28,979
Other Revenue $0
TOTAL REVENUE $841,871

Expense Breakdown

Grants Paid $0
Salaries & Benefits $540,186
Fundraising Expenses $20,426
Program Expenses $465,034
Other Expenses $182,503
TOTAL EXPENSES $722,689

Year-over-Year Comparison

2024 2023 Change
Revenue $841,871 $772,547 +0.1%
Expenses $722,689 $660,035 +0.1%
Net Income $119,182 $112,512 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
10
Volunteers
10

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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Samuel Reaves Board Chair 1.00
Director
$0 $0 $0
Mark Nebrig Board Treasurer 1.00
Director
$0 $0 $0
Lauren Schantz Board Secretary 1.00
Director
$0 $0 $0
Mary B Moore Board Member 1.00
Director
$0 $0 $0
Mike Raible Board Member 1.00
Director
$0 $0 $0
Traci Capraro Board Member 1.00
Director
$0 $0 $0
Dana Leung Board Member 1.00
Director
$0 $0 $0
Jaronia Belk Board Member 1.00
Director
$0 $0 $0
Lisa White Former Board Secretary 1.00
Director
$0 $0 $0
Beth Ann Wehrer Former Board Chair 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 $841,871 $722,689 $1,175,811 $119,182
2024 $772,547 $660,035 $1,228,589 $112,512
2023 $532,680 $586,298 $930,812 $-53,618
2022 $687,443 $407,636 $766,015 $279,807
2021 $389,008 $566,273 $671,919 $-177,265
2020 $628,050 $681,579 $683,604 $-53,529
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