Nonprofit · EIN 20-5491659
LEWIS & CLARK MONTESSORI CHARTER SCHOOL
Tax-exempt · GRESHAM, OR 97030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,988,026 | $3,673,266 | -$685,240 | $7,047,482 | $8,557,770 | -$1,510,288 |
| June 30, 2024 | 990 | $3,183,426 | $3,189,277 | -$5,851 | $3,285,724 | $4,121,303 | -$835,579 |
| June 30, 2023 | 990 | $3,676,977 | $3,502,287 | $174,690 | $3,202,780 | $4,032,508 | -$829,728 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,569,528
- of which government grants
- $2,493,503
- Program service revenue
- $95,729
- Investment income
- $216,627
- Net income from fundraising events
- $14,910
- Other revenue
- $106,142
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $136,309
- Other salaries and wages
- $1,186,604
- Salaries, compensation and benefits (total)
- $1,919,810
- Professional fundraising fees
- $0
- Legal fees
- $69,792
- Accounting fees
- $53,242
- Occupancy
- $443,707
- Travel
- $4,639
- Depreciation
- $285,239
- Program services (functional)
- $2,285,910
- Management and general (functional)
- $1,387,356
Balance sheet and other
- Total assets, start of year
- $3,285,724
- Total assets, end of year
- $7,047,482
- Total liabilities, end of year
- $8,557,770
- Net assets, end of year
- -$1,510,288
- Land, buildings and equipment
- $3,564,428
- Net assets without donor restrictions
- -$1,510,288
- Gross receipts
- $2,988,026
- Employees
- 47
- Volunteers
- 27
- Year formed
- 2008
- State of legal domicile
- OR
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY MCWILLIAMS | EXECUTIVE DIRECTOR Officer | 60 | $113,799 | $20,376 |
| MATTHEW LEE | V CHAIRSECCHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARCELA ALVAREZ WASH | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL NEWMAN | MEMBERSECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| QUINN ELLINGSEN | SECRETARYMEMBER Trustee or director, Officer | 2 | $0 | $0 |
| MARY MARSHALL | VICE CHAIR TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY MCWILLIAMS | EXECUTIVE DIRECTOR Officer | 40 | $105,887 | $42,155 |
| MARCELA ALVAREZ WALSH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY MARSHALL | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| SARA OBRIAN | BOARD CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| QUINN ELLINGSEN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY MCWILLIAMS | EXECUTIVE DIRECTOR Officer | 40 | $117,865 | $13,760 |
| SARA O'BRIEN | BOARD CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| CAROLYN LUKE | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| JANICE KITZMAN | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| DANA STROUD | DIRECTOR Trustee or director | 6 | $0 | $0 |
| MARCELA WASH | DIRECTOR Trustee or director | 6 | $0 | $0 |
| QUINN ELLINGSEN | DIRECTOR Trustee or director | 6 | $0 | $0 |
| LEE NELSON | DIRECTOR Trustee or director | 6 | $0 | $0 |
| SARAH MANLUPIG | DIRECTOR Trustee or director | 6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1326 NW CIVIC DR, GRESHAM, OR 97030-5569
- In care of
- % COURTNEY MCWILLIAMS
- Principal officer (990 for 2024)
- COURTNEY MCWILLIAMS, 1326 NW CIVIC DR, GRESHAM, OR 97030
- Signed the 990
- COURTNEY MCWILLIAMS, EXECUTIVE DIRECTOR
- Phone
- (503) 427-0803
- Website
- LEWISANDCLARKCHARTER.ORG
- Return prepared by
- PAULY ROGERS AND CO PC
Mission
THE MISSION OF THE LCMCS IS TO FOSTER HEALTHY HUMAN DEVELOPMENT AND A LIFE-LONG LOVE OF LEARNING IN OUR COMMUNITY BY PROVIDING A HOLISTIC APPROACH TO EDUCATION.
Program accomplishments
- THE MISSION OF LUPINE COMMUNITY MONTESSORI CHARTER SCHOOL IS TO FOSTER HEALTHY HUMAN DEVELOPMENT AND A LIFE-LONG LOVE OF LEARNING IN OUT COMMUNITY BY PROVIDING A HOLISITIC APPROACH TO EDUCATION.Expenses $2,285,910
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5491659
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $7,047,482
- Income (IRS master file)
- $2,988,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,988,026 | $3,673,266 | $7,047,482 | IRS |
| 990 | June 2024 | $3,183,426 | $3,189,277 | $3,285,724 | IRS |
| 990 | June 2023 | $3,676,977 | $3,502,287 | $3,202,780 | XML |
| 990 | June 2022 | $4,050,390 | $3,297,740 | $3,652,164 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-5491659).
Questions about LEWIS & CLARK MONTESSORI CHARTER SCHOOL
- What is the EIN of LEWIS & CLARK MONTESSORI CHARTER SCHOOL?
- The employer identification number (EIN) of LEWIS & CLARK MONTESSORI CHARTER SCHOOL is 20-5491659.
- Is LEWIS & CLARK MONTESSORI CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LEWIS & CLARK MONTESSORI CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEWIS & CLARK MONTESSORI CHARTER SCHOOL 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 LEWIS & CLARK MONTESSORI CHARTER SCHOOL 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 LEWIS & CLARK MONTESSORI CHARTER SCHOOL 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 LEWIS & CLARK MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names COURTNEY MCWILLIAMS.
- Who are the officers and directors of LEWIS & CLARK MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $113,799 (COURTNEY MCWILLIAMS, EXECUTIVE DIRECTOR).
- How much revenue does LEWIS & CLARK MONTESSORI CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,988,026, expenses of $3,673,266 and total assets of $7,047,482 at year end.
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