Civic Intelligence

Coastal Montessori Charter School PTO

EIN 85-1494277 • 501(c)3 • Pawleys Island, SC

Profile

To support oranization-coastal montessori charter school

111 Old Plantation DrivePawleys Island, SC 29585

coastalmontessoricharter.org/PARENTS/PTO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.7%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.2%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$62,771

Down $3,773 (-5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$62,771

Down $3,773 (-5.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin27th percentile

Revenue

Up

$26,752

Up $833 (+3.2%) from 2023

Expenses

Up

$30,525

Up $11,114 (+57%) from 2023

Net Income

Down

-$3,773

Down $10,281 (-158%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $10,679Liabilities 2020: $02020Assets 2021: $47,333Liabilities 2021: $0Net Assets 2021: $47,3332021Assets 2023: $66,544Liabilities 2023: $0Net Assets 2023: $66,5442023Assets 2024: $62,771Liabilities 2024: $0Net Assets 2024: $62,7712024

Highlighted filing

2024

Assets$62,771
Liabilities$0
Net Assets$62,771
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2020: $14,631Expenses 2020: $3,952Net Income 2020: $10,6792020Revenue 2021: $55,532Expenses 2021: $18,878Net Income 2021: $36,6542021Revenue 2023: $25,919Expenses 2023: $19,411Net Income 2023: $6,5082023Revenue 2024: $26,752Expenses 2024: $30,525Net Income 2024: -$3,7732024

Highlighted filing

2024

Revenue$26,752
Expenses$30,525
Net Income-$3,773
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,771
Liabilities
$0
Net assets
$62,771
Revenue
$26,752
Expenses
$30,525
Net income
-$3,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$26.8$30.5$3.77
2023Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$25.9$19.4$6.51
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$55.5$18.9$36.7
2020Summary only. Only limited summary data is available for this year.$10.7$0.00$14.6$3.95$10.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$26,752
Mission and Program Overview

Mission

Support OrganizationCoastal Montessori Charter School

To support oranization-coastal montessori charter school

Program Services

DescriptionGrantsExpenses
SUPPORT THE SCHOOL BY FUNDING CLASSROOM NEEDS, SUPPORTING AND RECOGNIZING TEACHERS AND STAFF AND BUILDING A SENSE OF COMMUNITY BY SUPPORTING SCHOOL EVENTS$0$16,882
SUPPORT MISSION OF COASTAL MONTESSORI CHARTER SCHOOL, RECOGNIZE TEACHERS FOR ACCOMPLISHMENTS AND SPEARHEAD FUNDRAISING TO BUILD AN OUTDOOR CLASSROOM.$0$11,240
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
APRIL KAYLORPresident-$0--
KRISTINA STROSNIDERVice President-$0--
LAUREN SEATONTreasurer-$0--
REBECCA CALLAWAYSecretary-$0--
AMY MILLERExofficio-$0--
Filing and Contact Details

Filer

Filer Name
Coastal Montessori Charter School Pto
EIN
85-1494277
Phone
8434468062
Address
111 OLD PLANTATION DRIVE, PAWLEYS ISLAND, SC 29585

Signing Officer

Name
Amy Miller
Title
Exofficio
Phone
8434468062
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Veris LLC
Address
632 SAINT ANDREWS BOULEVARD, CHARLESTON, SC 29407
Preparer
Jacqueline Brooke Glover-skinner Ea
Phone
8432665400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising and promotion. Amount: 200. Description: supplies . Amount: 2,203. Description: program expenses . Amount: 28,122. Total to form 990-ez, line 16: 30,525.”

Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08434468062
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 PLANTATION DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PAWLEYS ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029585
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINA STROSNIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN SEATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA CALLAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXOFFICIO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT ORANIZATION-COASTAL MONTESSORI CHARTER SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE SCHOOL BY FUNDING CLASSROOM NEEDS, SUPPORTING AND RECOGNIZING TEACHERS AND STAFF AND BUILDING A SENSE OF COMMUNITY BY SUPPORTING SCHOOL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT MISSION OF COASTAL MONTESSORI CHARTER SCHOOL, RECOGNIZE TEACHERS FOR ACCOMPLISHMENTS AND SPEARHEAD FUNDRAISING TO BUILD AN OUTDOOR CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016882
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111240
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt028122
IRS990EZ/TotalRevenueAmt026752
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0TAX EXEMPT ORG
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://COASTALMONTESSORICHARTER.ORG/PARENTS/PTO/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115999
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026752
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115999
IRS990ScheduleA/TotalSupportAmt0115999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 200. DESCRIPTION: SUPPLIES . AMOUNT: 2,203. DESCRIPTION: PROGRAM EXPENSES . AMOUNT: 28,122. TOTAL TO FORM 990-EZ, LINE 16: 30,525.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXOFFICIO
ReturnHeader/BusinessOfficerGrp/PhoneNum08434468062
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL MONTESSORI CHARTER SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0851494277
ReturnHeader/Filer/PhoneNum08434468062
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 OLD PLANTATION DRIVE
ReturnHeader/Filer/USAddress/CityNm0PAWLEYS ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029585
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571112308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERIS LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029407
ReturnHeader/PreparerPersonGrp/PhoneNum08432665400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE BROOKE GLOVER-SKINNER EA
ReturnHeader/ReturnTs02024-10-31T08:33:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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