Nonprofit · EIN 57-0474292
BEAUFORT ACADEMY INC
Tax-exempt · BEAUFORT, SC 29907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,425,190 | $4,938,203 | $486,987 | $4,616,823 | $3,190,929 | $1,425,894 |
| June 30, 2024 | 990 | $4,661,689 | $4,777,136 | -$115,447 | $4,363,481 | $3,424,574 | $938,907 |
| June 30, 2023 | 990 | $4,980,656 | $4,940,797 | $39,859 | $4,488,843 | $3,434,489 | $1,054,354 |
| June 30, 2022 | 990 (amended) | $5,223,487 | $5,221,443 | $2,044 | $4,395,636 | $3,381,141 | $1,014,495 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $200,729
- of which government grants
- $86,056
- Program service revenue
- $4,572,336
- Investment income
- $16,673
- Net rental income
- $4,335
- Net income from fundraising events
- $106,685
- Other revenue
- $635,452
Expenses
- Grants and similar amounts paid
- $668,386
- Compensation of officers, directors and key employees
- $78,904
- Other salaries and wages
- $2,150,077
- Salaries, compensation and benefits (total)
- $2,958,295
- Professional fundraising fees
- $0
- Accounting fees
- $25,605
- Occupancy
- $81,158
- Depreciation
- $124,034
- Program services (functional)
- $3,712,446
- Management and general (functional)
- $1,225,757
Balance sheet and other
- Total assets, start of year
- $4,363,481
- Total assets, end of year
- $4,616,823
- Total liabilities, end of year
- $3,190,929
- Net assets, end of year
- $1,425,894
- Land, buildings and equipment
- $2,542,245
- Publicly traded securities
- $1,253
- Net assets without donor restrictions
- $977,346
- Net assets with donor restrictions
- $448,548
- Gross receipts
- $5,494,291
- Employees
- 98
- Volunteers
- 40
- Year formed
- 1965
- 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 |
|---|---|---|---|
| CAROL ANN RICHARDS | HEAD OF SCHOOL Officer | 40 | $78,904 |
| ANNE LAMM | SECRETARY Trustee or director, Officer | 2 | $0 |
| HOPE FREEMAN | TRUSTEE Trustee or director | 2 | $0 |
| F TERRY KREMIAN | TREASURER Trustee or director, Officer | 2 | $0 |
| SALLY DENNIS | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MITCHELL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JEFF WEBER | TRUSTEE Trustee or director | 2 | $0 |
| PORTIA SILER | TRUSTEE Trustee or director | 2 | $0 |
| MARY JONES | TRUSTEE Trustee or director | 2 | $0 |
| KEY KEELER | TRUSTEE Trustee or director | 2 | $0 |
| BRYAN STINGER | TRUSTEE Trustee or director | 2 | $0 |
| DUSTIN WHETSEL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL ANN RICHARDS | HEAD OF SCHOOL Officer | 40 | $75,096 |
| ANNE LAMM | SECRETARY Trustee or director, Officer | 2 | $0 |
| HOPE FREEMAN | TRUSTEE Trustee or director | 2 | $0 |
| F TERRY KREMIAN | TREASURER Trustee or director, Officer | 2 | $0 |
| SALLY DENNIS | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MITCHELL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| GARY VAN GYSEL | TRUSTEE Trustee or director | 2 | $0 |
| DAVID WILLINGHAM | TRUSTEE Trustee or director | 2 | $0 |
| JEFF WEBER | TRUSTEE Trustee or director | 2 | $0 |
| PORTIA SILER | TRUSTEE Trustee or director | 2 | $0 |
| MARY JONES | TRUSTEE Trustee or director | 2 | $0 |
| KEY KEELER | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN STINGER | TRUSTEE Trustee or director | 2 | $0 |
| DUSTIN WHETSEL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL ANN RICHARDS | HEAD OF SCHOOL Officer | 40 | $67,804 |
| DAN DURBIN | HEAD OF SCHOOL Officer | 40 | $65,705 |
| ANNE LAMM | SECRETARY Trustee or director, Officer | 2 | $0 |
| HOPE FREEMAN | TRUSTEE Trustee or director | 2 | $0 |
| F TERRY KREN | TREASURER Trustee or director, Officer | 2 | $0 |
| MARY LOHR | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 |
| KATIE HUEBEL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SALLY DENNIS | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MITCHELL | TRUSTEE Trustee or director | 2 | $0 |
| WILL VAIGNEUR | TRUSTEE Trustee or director | 2 | $0 |
| GARY VAN GYSEL | TRUSTEE Trustee or director | 2 | $0 |
| WARREN RICHARDS | TRUSTEE Trustee or director | 2 | $0 |
| DAVID WILLINGHAM | TRUSTEE Trustee or director | 2 | $0 |
| JEFF WEBER | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN DURBIN | HEAD OF SCHOOL Officer | 40 | $100,500 |
| SALLY DENNIS | SECRETARY Trustee or director, Officer | 2 | $0 |
| HOPE FREEMAN | TRUSTEE Trustee or director | 2 | $0 |
| PHILIP LYNN | TREASURER Trustee or director, Officer | 2 | $0 |
| MARY LOHR | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 |
| KATIE HUEBEL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ANNE LAMM | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MITCHELL | TRUSTEE Trustee or director | 2 | $0 |
| JEFF HIERS | TRUSTEE Trustee or director | 2 | $0 |
| GARY VAN GYSEL | TRUSTEE Trustee or director | 2 | $0 |
| WARREN RICHARDS | TRUSTEE Trustee or director | 2 | $0 |
| DAVID WILLINGHA | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 240 SAMS POINT RD, BEAUFORT, SC 29907-2017
- Principal officer (990 for 2024)
- PATRICK MITCHELL, 240 SAMS POINT ROAD, BEAUFORT, SC 29907
- Signed the 990
- PATRICK MITCHELL, PRESIDENT
- Phone
- (843) 524-3393
- Website
- WWW.BEAUFORTACADEMY.ORG
- Return prepared by
- ROBINSON GRANT & CO PA
Mission
THE ACADEMY IS A PRIVATE COEDUCATIONAL INDEPENDENT COLLEGE PREPARATORY SCHOOL WITH PRE-KINDERGARTEN THROUGH TWELFTH GRADE.
Program accomplishments
- EDUCATIONAL INSTITUTION PROVIDING EDUCATIONAL SERVICE TO GENERALPUBLIC FOR A FEE, GRADES K-2 THROUGH 12 (APPROX. 339 STUDENTS)INCLUDING MUSIC, ART, ATHLETICS & COMPUTERS.Expenses $3,712,446 · grants $668,386 · revenue $5,101,103
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
- 57-0474292
- 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
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $4,616,823
- Income (IRS master file)
- $5,494,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,425,190 | $4,938,203 | $4,616,823 | XML |
| 990 | June 2024 | $4,661,689 | $4,777,136 | $4,363,481 | XML |
| 990 | June 2023 | $4,980,656 | $4,940,797 | $4,488,843 | XML |
| 990 | June 2022 | $5,223,487 | $5,221,443 | $4,395,636 | XML |
| 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 57-0474292).
Questions about BEAUFORT ACADEMY INC
- What is the EIN of BEAUFORT ACADEMY INC?
- The employer identification number (EIN) of BEAUFORT ACADEMY INC is 57-0474292.
- Is BEAUFORT ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to BEAUFORT ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEAUFORT ACADEMY 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 BEAUFORT ACADEMY 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 BEAUFORT ACADEMY 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 BEAUFORT ACADEMY INC?
- The 990 for the year ended June 30, 2025 names PATRICK MITCHELL.
- Who are the officers and directors of BEAUFORT ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $78,904 (CAROL ANN RICHARDS, HEAD OF SCHOOL).
- How much revenue does BEAUFORT ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,425,190, expenses of $4,938,203 and total assets of $4,616,823 at year end.
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