Nonprofit · EIN 27-4513777
COASTAL MONTESSORI CHARTER SCHOOL
Tax-exempt · PAWLEYS ISL, SC 29585
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,648,678 | $3,134,291 | $514,387 | $8,633,031 | $5,925,398 | $2,707,633 |
| June 30, 2024 | 990 | $3,296,574 | $3,009,951 | $286,623 | $8,215,519 | $5,970,172 | $2,245,347 |
| June 30, 2023 | 990 | $3,050,383 | $2,983,748 | $66,635 | $7,966,031 | $6,007,307 | $1,958,724 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,409,444
- of which government grants
- $3,360,240
- Program service revenue
- $93,635
- Investment income
- $145,599
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,721,693
- Salaries, compensation and benefits (total)
- $2,188,526
- Professional fundraising fees
- $0
- Legal fees
- $28,368
- Occupancy
- $157,293
- Travel
- $443
- Depreciation
- $173,014
- Program services (functional)
- $2,688,377
- Management and general (functional)
- $445,914
Balance sheet and other
- Total assets, start of year
- $8,215,519
- Total assets, end of year
- $8,633,031
- Total liabilities, end of year
- $5,925,398
- Net assets, end of year
- $2,707,633
- Land, buildings and equipment
- $5,290,948
- Net assets without donor restrictions
- $2,778,768
- Net assets with donor restrictions
- -$71,135
- Gross receipts
- $3,648,678
- Employees
- 51
- Year formed
- 2010
- State of legal domicile
- SC
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 |
|---|---|---|---|
| CHRISTOPHER BERGERON | DIRECTOR Officer | 40 | $82,886 |
| BROOKE BURKHOLDER | MEMBER Trustee or director | 1 | $0 |
| FEDRICK COHENS | MEMBER Trustee or director | 1 | $0 |
| JULIE DEW | TREASURER Trustee or director, Officer | 1 | $0 |
| MARSHALL EASTERLING | MEMBER Trustee or director | 1 | $0 |
| RICKY FERDON | MEMBER Trustee or director | 1 | $0 |
| KATE KEHOE | V CHAIR THRU Trustee or director, Officer | 1 | $0 |
| TERA MARSHALL | SECRETARY Trustee or director, Officer | 1 | $0 |
| ASHLEY NELSON | MEMBER Trustee or director | 1 | $0 |
| RICK RICHARDSON | BOARD CHAIR Trustee or director, Officer | 3 | $0 |
| ANTHONY SETARI | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BERGERON | DIRECTOR Officer | 40 | $86,939 |
| JULIE DEW | MEMBER Trustee or director | 0.5 | $0 |
| CHRISTIE EMRY | MEMBER Trustee or director | 0.5 | $0 |
| RICKY FERDON | MEMBER Trustee or director | 0.5 | $0 |
| JASON HENDRIX | MEMBER Trustee or director | 0.5 | $0 |
| NICOLE ISAIA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
| MEAGAN LEVENTIS | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 |
| TERA MARSHALL | MEMBER Trustee or director | 0.5 | $0 |
| ASHLEY NELSON | MEMBER Trustee or director | 0.5 | $0 |
| RICK RICHARDSON | TREASURER Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSEMARY GRAY | DIRECTOR Officer | 40 | $79,061 |
| FREDRICKS COHENS | MEMBER Trustee or director | 0.5 | $0 |
| NICOLE ISAIA | MEMBER Trustee or director | 0.5 | $0 |
| ASHLEY NELSON | MEMBER Trustee or director | 0.5 | $0 |
| SARAH SMITH | MEMBER Trustee or director | 0.5 | $0 |
| FREDDY YOUNG JR | MEMBER Trustee or director | 0.5 | $0 |
| NIKKI GRAZIANO | MEMBER Trustee or director | 0.5 | $0 |
| TYLER EASTERLING | CHAIR Trustee or director, Officer | 0.5 | $0 |
| RICK RICHARDSON | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
| CHRISTY EMRY | TREASURER Trustee or director, Officer | 0.5 | $0 |
| MEAGAN LEVENTIS | SECRETARY Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 111 OLD PLANTATION DR, PAWLEYS ISL, SC 29585-7265
- Principal officer (990 for 2024)
- RICK RICHARDSON
- Signed the 990
- RICK RICHARDSON, BOARD CHAIR
- Phone
- (843) 235-0413
- Return prepared by
- UHY ADVISORS MID-ATLANTIC INC
Mission
TO PRODUCE HIGHLY-EDUCATED, SELF DIRECTED, SOCIALLY-RESPONSIBLE CITIZENS WHO WORK COLLOBORATIVELY, RESPECTFULLY, AND PEACEFULLY AS INDIVIDUAL YET INTERDEPENDENT LEARNERS IN A DIVERSE AND NURTURING COMMUNITY. THROUGH THE UNIQUE COMBINATION OF EMPIRICALLY-VALIDATED MONTESSORI PRINCIPLES, LOCALIZED CHARTER GOVERNANCE, AND OPEN ACCESS, COASTAL MONTESSORI CHARTER SCHOOL FURTHER AIMS TO PROVIDE GEORGETOWN COUNTY SCHOOL DISTRICT WITH AN ACADEMICALLY EXCELLENT, FINANCIALLY ACCOUNTABLE PUBLIC SCHOOL CHOICE.
Program accomplishments
- ORGANIZED UNDER THE SC CHARTER SCHOOL ACT, THE SCHOOL PROVIDES ACADEMIC CHOICE FOR PARENTS AND STUDENTS, WHILE EXPANDING THE CAPACITY OF THE PUBLIC SCHOOL SYSTEM IN GEORGETOWN COUNTY. THE FOUNDING COASTAL MONTESSORI CHARTER SCHOOL (CMCS) PLANNING COMMITTEE CHOSE MONTESSORI BECAUSE IT HONORS THE WAY CHILDREN LEARN NATURALLY, DEVELOPS THE WHOLE CHILD, AND PRODUCES SOCIALLY RESPONSIBLE CITIZENS. CMCS SERVES A DIVERSE STUDENT POPULATION; 15% RECEIVE SPECIAL EDUCATION SUPPORT, 17% ARE IDENTIFIED GIFTED AND TALENTED, 13% RECEIVE FREE OR REDUCED LUNCH, AND 34% ARE CATEGORIZED AS STUDENTS IN POVERTY. CMCS OFFERS A MONTESSORI EDUCATION TO STUDENTS IN GRADES FIRST THROUGH EIGHTH GRADE. THE TWO PILLARS OF MONTESSORI ARE DISCOVERY LEARNING AND DEVELOPING A CHILD'S INDEPENDENCE BY NOT DOING FOR THE CHILD WHAT THE CHILD CAN DO FOR HIMSELF. MONTESSORI IS MULTI-AGE CLASSROOMS, INDIVIDUALIZED INSTRUCTION AND SELF-PACED LEARNING, HANDS-ON MATERIALS, SPECIALLY TRAINED TEACHERS FACILITATING EACH CHILD'S OWN DISCOVERY KNOWLEDGE, FREEDOM FROM WITHIN LIMITS FOSTERING INDIVIDUAL RESPONSIBILITY, SOCIAL AS WELL AS ACADEMIC DEVELOPMENT, A GLOBAL PERSPECTIVE WHICH INTEGRATES THE STUDY OF DIVERSE CULTURES AND RESPECT FOR BASIC HUMAN RIGHTS, AND STEWARDSHIP OF THE ENVIRONMENT.Expenses $2,688,377 · revenue $93,635
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
- 27-4513777
- 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
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $8,633,031
- Income (IRS master file)
- $3,648,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,648,678 | $3,134,291 | $8,633,031 | XML |
| 990 | June 2024 | $3,296,574 | $3,009,951 | $8,215,519 | IRS |
| 990 | June 2023 | $3,050,383 | $2,983,748 | $7,966,031 | XML |
| 990 | June 2022 | $2,831,349 | $2,737,274 | $8,015,486 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 27-4513777).
Questions about COASTAL MONTESSORI CHARTER SCHOOL
- What is the EIN of COASTAL MONTESSORI CHARTER SCHOOL?
- The employer identification number (EIN) of COASTAL MONTESSORI CHARTER SCHOOL is 27-4513777.
- Is COASTAL MONTESSORI CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to COASTAL MONTESSORI CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COASTAL 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 COASTAL 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 COASTAL 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 COASTAL MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names RICK RICHARDSON.
- Who are the officers and directors of COASTAL MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $82,886 (CHRISTOPHER BERGERON, DIRECTOR).
- How much revenue does COASTAL MONTESSORI CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,648,678, expenses of $3,134,291 and total assets of $8,633,031 at year end.
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