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Nonprofit · EIN 06-1796895

PINE LAKE PREPARATORY INC

Tax-exempt · MOORESVILLE, NC 28115

Financials

$22.3M$21.9M2023$25M$23.4M2024
Revenue Expenses · by fiscal year end
Financials of PINE LAKE PREPARATORY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$24,980,489$23,418,417$1,562,072$48,762,585$61,917,597-$13,155,012
June 30, 2024990$22,250,779$21,851,830$398,949$46,052,591$60,769,675-$14,717,084
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,676,533
of which government grants
$765,840
Program service revenue
$23,303,956
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$11,562,197
Salaries, compensation and benefits (total)
$16,662,094
Professional fundraising fees
$0
Legal fees
$49,022
Accounting fees
$10,301
Occupancy
$320,759
Depreciation
$1,972,596
Program services (functional)
$18,956,542
Management and general (functional)
$4,461,875

Balance sheet and other

Total assets, start of year
$46,052,591
Total assets, end of year
$48,762,585
Total liabilities, end of year
$61,917,597
Net assets, end of year
-$13,155,012
Land, buildings and equipment
$26,083,692
Net assets without donor restrictions
-$13,155,012
Gross receipts
$24,980,489
Employees
319
Volunteers
500
Year formed
2006
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Andrew MoceriAdministrator
Key employee
40$173,897
Tim HoffmanPrincipal
Key employee
40$126,405
Sherri FletcherOfficer
Key employee
40$108,240
Shelly SimsPrincipal
Key employee
40$108,180
Lori ReuterOfficer
Key employee
40$102,370
Frederick ShilmoverVice Chair
Trustee or director, Officer
2$0
Sarah PhillipsChair
Trustee or director, Officer
2$0
Christopher CodySecretary
Trustee or director, Officer
2$0
Brianne JohnsonBoard Member
Trustee or director
2$0
Arlene MuBoard Member
Trustee or director
2$0
Robert PetersonTreasurer
Trustee or director, Officer
2$0
Dorothy GormanBoard Member
Trustee or director
2$0
Manish JainBoard Member
Trustee or director
2$0
Brian Thurtle-SchmidtBoard Member
Trustee or director
2$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
Andrew MoceriAdministrator
Key employee
40$166,848
Tim HoffmanPrincipal
Key employee
40$136,049
Shelly SimsPrincipal
Key employee
40$116,529
Lori ReuterOfficer
Key employee
40$112,547
Sherri FletcherOfficer
Key employee
40$106,517
Frederick ShilmoverChairperson
Trustee or director, Officer
2$0
Eduardo HaynesVice Chair
Trustee or director, Officer
2$0
Robert PetersonTreasurer
Trustee or director, Officer
2$0
Arlene MuSecretary
Trustee or director, Officer
2$0
Brianne JohnsonBoard Member
Trustee or director
2$0
Dorothy GormanBoard Member
Trustee or director
2$0
Lauren MillovitschBoard Member
Trustee or director
2$0
Manish JainBoard Member
Trustee or director
2$0
Caroline MonesBoard Member
Trustee or director
2$0

Address and contacts

Address (IRS master file)
104 YELLOW WOOD CIR, MOORESVILLE, NC 28115-6100
In care of
% JOHN MOLONEY
Principal officer (990 for 2024)
William Aull, 104 Yellow Wood Circle, Mooresville, NC 28115
Signed the 990
William Aull, Board Treasurer
Phone
(704) 234-5310
Return prepared by
Rebekah Barr CPA PC

Mission

Operation of a public charter school.

990 for the year ended June 30, 2025

Program accomplishments

  • Operation of a charter school in Mooresville, North Carolina, serving approximately 1,889 students for the fiscal year ended June 30, 2025.
    Expenses $18,956,542

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
06-1796895
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$48,762,585
Income (IRS master file)
$24,980,489

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$24,980,489$23,418,417$48,762,585IRS
990June 2024$22,250,779$21,851,830$46,052,591IRS
990June 2023$21,714,348$19,980,577$45,589,620IRS
990June 2022$21,899,854$18,910,181$43,324,550IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

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 06-1796895).

Questions about PINE LAKE PREPARATORY INC

What is the EIN of PINE LAKE PREPARATORY INC?
The employer identification number (EIN) of PINE LAKE PREPARATORY INC is 06-1796895.
Is PINE LAKE PREPARATORY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to PINE LAKE PREPARATORY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PINE LAKE PREPARATORY INC 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 PINE LAKE PREPARATORY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PINE LAKE PREPARATORY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PINE LAKE PREPARATORY INC?
The 990 for the year ended June 30, 2025 names William Aull.
Who are the officers and directors of PINE LAKE PREPARATORY INC?
The 990 for the year ended June 30, 2025 lists 14 people; 5 received compensation from the organization, the highest $173,897 (Andrew Moceri, Administrator).
How much revenue does PINE LAKE PREPARATORY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $24,980,489, expenses of $23,418,417 and total assets of $48,762,585 at year end.

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