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Nonprofit · EIN 56-2144157

BETHANY COMMUNITY MIDDLE SCHOOL INC

Tax-exempt · SUMMERFIELD, NC 27358

Financials

$6.8M$7.2M2022$6.9M$7M2023$7.5M$7.5M2024
Revenue Expenses · by fiscal year end
Financials of BETHANY COMMUNITY MIDDLE SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,530,330$7,541,329-$10,999$16,297,223$15,767,704$529,519
June 30, 2024990$6,922,279$6,956,978-$34,699$14,703,985$14,536,641$167,344
June 30, 2023990$6,841,032$7,246,887-$405,855$14,124,200$13,922,157$202,043
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,280,021
of which government grants
$7,257,168
Program service revenue
$117,556
Investment income
$9,020
Other revenue
$123,733

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$109,450
Other salaries and wages
$3,320,821
Salaries, compensation and benefits (total)
$5,158,434
Professional fundraising fees
$0
Accounting fees
$10,000
Occupancy
$190,851
Travel
$20,937
Depreciation
$260,249
Program services (functional)
$6,450,371
Management and general (functional)
$1,090,958

Balance sheet and other

Total assets, start of year
$14,703,985
Total assets, end of year
$16,297,223
Total liabilities, end of year
$15,767,704
Net assets, end of year
$529,519
Land, buildings and equipment
$1,067,527
Publicly traded securities
$999,791
Net assets without donor restrictions
$479,076
Net assets with donor restrictions
$50,443
Gross receipts
$7,530,330
Employees
92
Volunteers
6
Year formed
2000
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
JEFF MORRISEXECUTIVE DIRECTOR
Officer
40$109,450
MEGAN COLEMANBOARD CHAIR
Trustee or director, Officer
10$0
DARLA DUNAGANBOARD VICE CHAIR
Trustee or director, Officer
10$0
ALAN FARRARBOARD SECRETARY
Trustee or director, Officer
10$0
JENNA DANIELSBOARD TREASURER
Trustee or director, Officer
10$0
BILL MCMAHONBOARD MEMBER
Trustee or director
10$0
SHAWN BOWERSBOARD MEMBER
Trustee or director
10$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
JEFF MORRISEXECUTIVE DIRECTOR
Officer
40$101,979
SHAWN BOWERSCHAIR
Trustee or director, Officer
10$0
MEGAN COLEMANVICE CHAIR
Trustee or director, Officer
10$0
ALAN FARRARSECRETARY
Trustee or director, Officer
10$0
JEAN ANN WOODTREASURER
Trustee or director, Officer
10$0
DAVID HELLERBOARD MEMBER
Trustee or director
10$0
BRAD BUMGARNERBOARD MEMBER
Trustee or director
10$0
DARLA DUNAGANBOARD MEMBER
Trustee or director
10$0
BILL MCMAHONBOARD MEMBER
Trustee or director
10$0
JENNA DANIELSBOARD MEMBER
Trustee or director
10$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
JEFF MORRISPRINCIPAL/DI
Officer
40$97,790
KEVIN BERGERIMMED. PAST
Trustee or director
1$0
SHAWN BOWERSCHAIRMAN
Trustee or director, Officer
1$0
BRAD BUMGARNERMEMBER
Trustee or director
1$0
MEGAN COLEMANVICE CHAIR
Trustee or director, Officer
1$0
DARLA DUNAGANMEMBER
Trustee or director
1$0
ALAN FARRARSECRETARY
Trustee or director, Officer
1$0
DAVID HELLERMEMBER
Trustee or director
1$0
MARI REAVISMEMBER
Trustee or director
1$0
JEAN ANN WOODTREASURER
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
1288 HUDSON RD, SUMMERFIELD, NC 27358-8162
In care of
% STEPHANIE LLOYD
Principal officer (990 for 2024)
SCOTT LEWIS, 1288 HUDSON ROAD, SUMMERFIELD, NC 27358
Signed the 990
SCOTT LEWIS, EXECUTIVE DIRECTOR
Phone
(336) 951-2500
Return prepared by
SHARPE PATEL CPA

Mission

THE ORGANIZATION IS A UNIQUE PARTNERSHIP OF COMMUNITY, PARENTS, AND TEACHERS, WORKING TOGETHER TO PROVIDE A CHALLENGING AND NURTURING EDUCATIONAL ENVIRONMENT. TEACHERS USE A HANDS-ON LEARNING APPROACH INCORPORATED WITH EFFECTIVE DISCIPLINE AND STRONG PARENTAL INVOLVEMENT. THIS TEAM CULTURE PROVIDES AN INDIVIDUALIZED AND ENGAGING EDUCATIONAL EXPERIENCE, MAXIMIZING STUDENT ACADEMIC SUCCESS AND CHARACTER DEVELOPMENT.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION PROVIDES A WELL-ROUNDED EDUCATION FOR MIDDLE SCHOOL-AGED CHILDREN. THE PROGRAM USES A HANDS-ON APPROACH FOR TEACHING IN ALL ACADEMIC AREAS, SERVING APPROXIMATELY 638 STUDENTS.
    Expenses $6,426,581 · revenue $241,289
  • SCHOOL FOOD SERVICES AND AFTER-SCHOOL CARE ARE PROVIDED TO MEET THE DEMANDS OF THE STUDENT POPULATION AND SUPPORT THE ORGANIZATION'S MISSION.
    Expenses $23,790

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
56-2144157
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
2000
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$16,297,223
Income (IRS master file)
$7,530,330

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,530,330$7,541,329$16,297,223XML
990June 2024$6,922,279$6,956,978$14,703,985XML
990June 2023$6,841,032$7,246,887$14,124,200XML
990June 2022$5,596,151$5,262,987$13,581,351IRS
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 56-2144157).

Questions about BETHANY COMMUNITY MIDDLE SCHOOL INC

What is the EIN of BETHANY COMMUNITY MIDDLE SCHOOL INC?
The employer identification number (EIN) of BETHANY COMMUNITY MIDDLE SCHOOL INC is 56-2144157.
Is BETHANY COMMUNITY MIDDLE SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BETHANY COMMUNITY MIDDLE SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BETHANY COMMUNITY MIDDLE SCHOOL 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 BETHANY COMMUNITY MIDDLE SCHOOL 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 BETHANY COMMUNITY MIDDLE SCHOOL 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 BETHANY COMMUNITY MIDDLE SCHOOL INC?
The 990 for the year ended June 30, 2025 names SCOTT LEWIS.
Who are the officers and directors of BETHANY COMMUNITY MIDDLE SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $109,450 (JEFF MORRIS, EXECUTIVE DIRECTOR).
How much revenue does BETHANY COMMUNITY MIDDLE SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,530,330, expenses of $7,541,329 and total assets of $16,297,223 at year end.

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