Charles Towne Montessori School

Address
56 Leinbach Drive
Charleston, SC 29407
Contact
Website: http://www.charlestownemontessori.org
Phone: +1 (843) 571-1140
Nonprofit
NTEE: B21 - Kindergarten, Preschool, Nursery School, Early Admissions
EIN: 57-0548509

Mission

The organization is an educational institution using the Montessori approach to education.
 20172016201520142013
Basic features of the organization
Year of formation1972
Metropolitan statistical area1440
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$66,000.00$64,099.00$25,000.00$45,723.00$69,737.00
Sum of reportable (W2/1099) compensation$63,953.00$63,500.00 $72,414.00$69,737.00
Number of employees2927181922
Number of people compensated >$100k00000
Number of volunteers7575757575
Number of highly compensated contractors0000 
Personnel
Beall, Wendy
Title   DirectorDirector
Name of key/compensated person   Wendy BeallWendy Beall
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Burkhardt, Susan
Title   Principal 
Name of key/compensated person   Susan Burkhardt 
Position of compensated person
Average hours per week working for org   40.00 
Reportable compensation from org   $32,076.00 
Other comp, non-reportable, from org and related orgs   $917.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Average hours per week working for related orgs   0.00 
Eanes, Brian
Title DirectorDirector  
Name of key/compensated person Brian EanesBrian Eanes  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.000.00  
Flessas, Daniel
Title  Director  
Name of key/compensated person  Daniel Flessas  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Average hours per week working for related orgs  0.00  
Flutch, Morgan
TitleDirectorDirectorDirector  
Name of key/compensated personMorgan FlutchMorgan FlutchMorgan Flutch  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Gasperson, Winford
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personWinford GaspersonWinford GaspersonWinford GaspersonWinford GaspersonWinford Gasperson
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Hiott, Steve
Title   ChairmanChairman
Name of key/compensated person   Steve HiottSteve Hiott
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Hoffman, Casey
TitleDirectorDirector   
Name of key/compensated personCasey HoffmanCasey Hoffman   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Jackson, Edward
Title   PrincipalHeadmaster
Name of key/compensated person   Edward JacksonEdward Jackson
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $40,338.00$69,737.00
Other comp, non-reportable, from org and related orgs   $1,210.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Klein, Kara
TitleDirector    
Name of key/compensated personKara Klein    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Lewis, Allix
Title  DirectorDirectorDirector
Name of key/compensated person  Allix LewisAllix LewisAllix Lewis
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Maynard, Dawn
TitleDirectorDirector   
Name of key/compensated personDawn MaynardDawn Maynard   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
McSwain, Charles
Title   DirectorDirector
Name of key/compensated person   Charles McSwainCharles McSwain
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
O'Loughlin, Kevin
TitleHead of SchoolHead of SchoolHead of School  
Name of key/compensated personKevin O'LoughlinKevin O'LoughlinKevin O'Loughlin  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$63,953.00$63,500.00$0.00  
Other comp, non-reportable, from org and related orgs$6,074.00$1,905.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Vick, Heather
Title  Director  
Name of key/compensated person  Heather Vick  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Average hours per week working for related orgs  0.00  
Ward, Bill
TitleDirectorDirector   
Name of key/compensated personBill WardBill Ward   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesThe organization is an educational institution using the Montessori approach to education.The organization is an educational institution using the Montessori approach to education.The organization is an educational institution using the Montessori approach to education.The organization is an educational institution using the Montessori approach to education.The organization is an educational institution using the Montessori approach to education.
Program service expenses, total$674,371.00$624,814.00$636,674.00$649,240.00$712,241.00
Programs, including revenue & expenses
Primary education: approximately 110 children from ages one to twelve attend the school
Program expenses$674,371.00$624,814.00$636,674.00$649,240.00$712,241.00
Program revenue$1,081,136.00$966,938.00$845,742.00$813,304.00$938,759.00
Program descriptionPrimary education: approximately 110 children from ages one to twelve attend the schoolPrimary education: approximately 110 children from ages one to twelve attend the schoolPrimary education: approximately 105 children from ages one to twelve attend the schoolPrimary education: approximately 105 children from ages one to twelve attend the schoolPrimary education: approximately 105 children from ages one to twelve attend the school
Financial data
Revenue
Total revenue$1,100,962.00$986,909.00$870,220.00$826,092.00$941,149.00
Revenue from contributions (total)$0.00$1,950.00$5,910.00$0.00$1,000.00
Investment income, current yr$309.00$203.00$214.00$176.00$154.00
Total revenue from grants, etc., current yr$0.00$1,950.00$5,910.00$0.00$1,000.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$19,517.00$17,818.00$18,354.00$12,612.00$1,236.00
Program service revenue (total)$1,081,136.00$966,938.00$845,742.00$813,304.00$938,759.00
Gross receipts$1,100,962.00$986,909.00$870,220.00$826,092.00$941,149.00
Sources of contributions
Revenue from gov't grants  $2,000.00  
Revenue from all other contributions $1,950.00$3,910.00 $1,000.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00$0.00
Miscellaneous revenue (total)$0.00$0.00$0.00$0.00$0.00
Net revenue from gaming (total)$0.00$0.00$0.00$0.00$0.00
Income from dividends, interest, and similar investments$309.00$203.00$214.00$176.00$154.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$19,517.00$17,818.00$18,354.00$12,612.00$1,236.00
Net inventory sales (total)$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$871,683.00$815,656.00$757,408.00$760,932.00$911,497.00
Total functional expenses: program service $674,371.00$624,814.00$636,674.00$649,240.00$712,241.00
Total functional expenses: management and general$193,675.00$186,830.00$115,766.00$109,081.00$199,256.00
Total functional expenses: fundraising$3,637.00$4,012.00$4,968.00$2,611.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00$9,329.00$13,638.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$2,130,067.00$1,949,476.00$1,723,762.00$1,602,739.00$1,593,461.00
Total assets, beginning of year$1,949,476.00$1,723,762.00$1,602,739.00$1,593,461.00$1,649,305.00
Total liabilities$1,451,256.00$1,457,017.00$1,402,556.00$1,391,945.00$1,444,980.00
Total liabilities, beginning of year$1,457,017.00$1,402,556.00$1,391,945.00$1,444,980.00$1,534,084.00
Pledges & accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00$0.00$0.00
Net assets$678,811.00$492,459.00$321,206.00$210,794.00$148,481.00
Net assets, beginning of year$492,459.00$321,206.00$210,794.00$148,481.00$115,221.00
Other liabilities$402,634.00$375,653.00$289,919.00$249,261.00$273,514.00
Intangible assets$0.00$0.00$0.00$993.00$2,074.00
Other assets$0.00$0.00$0.00$750.00$750.00
Investments: other securities$0.00$0.00$0.00$0.00$0.00
Investments: publicly traded securities$0.00$0.00$0.00$0.00$0.00
Cash: non-interest bearing$204,573.00$213,075.00$224,802.00$172,997.00$221,432.00
Cash: non-interest bearing, beginning of year$213,075.00$224,802.00$172,997.00$221,432.00$294,624.00
Investments -- program-related$0.00$0.00$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00$0.00$0.00
Other financial variables
Revenue less expenses$229,279.00$171,253.00$112,812.00$65,160.00$29,652.00
Advertising (total)$13,077.00$11,128.00$7,924.00$6,284.00$14,899.00
Savings & temp cash investment$713,767.00$500,458.00$245,755.00$150,541.00$85,965.00
Accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Prepaid expenses & deferred charges$0.00$0.00$0.00$0.00$0.00
Secured mortgages and notes payable$1,048,622.00$1,081,364.00$1,112,637.00$1,142,684.00$1,171,466.00
Total net assets or fund balances$678,811.00$492,459.00$321,206.00$210,794.00$148,481.00
Depreciation, depletion, amortization$24,216.00$24,112.00$25,246.00$25,013.00$24,554.00
Payment to affiliates$0.00$0.00$0.00$0.00$0.00
Governance and accountability
Number of voting members66655
Number of independent voting members66655
Relationships among key personnel   TrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-06-012015-06-012014-06-012013-06-012012-06-01
Tax year end date2017-05-012016-05-012015-05-012014-05-012013-05-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-11-202017-01-042016-01-132014-12-292014-01-10
IRS schema version2016v3.02015v2.02014v5.02013v3.12012v2.0
Filing identifier201722839349300327201622449349300427201512549349300811201423149349302502201332889349300608
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