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Nonprofit · EIN 46-3469661

LOWCOUNTRY MONTESSORI SCHOOL

Tax-exempt · BEAUFORT, SC 29906

Financials

$4.5M$4.6M2022$4.7M$4.5M2023$5.3M$5.6M2024
Revenue Expenses · by fiscal year end
Financials of LOWCOUNTRY MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,256,984$5,571,510-$314,526$13,762,158$14,445,243-$683,085
June 30, 2024990$4,723,694$4,451,961$271,733$10,515,326$10,883,886-$368,560
June 30, 2023990$4,453,633$4,637,186-$183,553$7,119,237$7,759,529-$640,292
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,620,563
of which government grants
$4,609,751
Program service revenue
$628,131
Investment income
$8,290
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$3,278,969
Salaries, compensation and benefits (total)
$3,963,289
Professional fundraising fees
$0
Legal fees
$9,456
Accounting fees
$147,128
Occupancy
$404,635
Travel
$10,005
Depreciation
$229,796
Program services (functional)
$4,437,350
Management and general (functional)
$1,134,160

Balance sheet and other

Total assets, start of year
$10,515,326
Total assets, end of year
$13,762,158
Total liabilities, end of year
$14,445,243
Net assets, end of year
-$683,085
Land, buildings and equipment
$12,651,148
Gross receipts
$5,256,984
Employees
106
Volunteers
100
Year formed
2014
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.

NameTitleHours / weekCompensation
AMY HORNEXEC DIRECTOR (FORMER)
Officer
40$99,043
SARAH FOXEXEC DIRECTOR
Officer
40$84,611
GREG ALEXANDERBOARD CHAIR
Trustee or director, Officer
5$0
JENNIFER POOLEBOARD MEMBER
Trustee or director
5$0
ELIZABETH LYLESBOARD SECRETARY
Trustee or director, Officer
5$0
ANGELA WRIGHTBOARD MEMBER
Trustee or director
5$0
ALONSO CHAVARRIAVICE CHAIR
Trustee or director, Officer
5$0
MATT THOMPSONBOARD TREASURER
Trustee or director, Officer
5$0
ASHLEY WALKERBOARD MEMBER
Trustee or director
5$0
KAYLA LYONBOARD MEMBER
Trustee or director
5$0
TESS BROSNANBOARD MEMBER
Trustee or director
5$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
AMY HORNDIRECTOR
Officer
40$99,013
GREG ALEXANDERBOARD CHAIR
Trustee or director, Officer
5$0
JENNIFER POOLETREASURER/VICE CHAIR
Trustee or director, Officer
5$0
KRISTINE SCOTTSECRETARY
Trustee or director, Officer
5$0
ANGELA WRIGHTBOARD MEMBER
Trustee or director
5$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
AMY HORNDIRECTOR
Officer
40$93,346
GREG ALEXANDERBOARD CHAIR
Trustee or director, Officer
5$0
LARI YOUNGSECRETARY
Trustee or director, Officer
5$0
JEANNINE DAMEWORTHTREASURER
Trustee or director, Officer
5$0
AMANDA THOMPSONBOARD MEMBER
Trustee or director
5$0
SYDNEY BOGGSBOARD MEMBER
Trustee or director
5$0
JANIE EPHLANDBOARD MEMBER
Trustee or director
5$0
JENNIFER POOLEBOARD MEMBER
Trustee or director
5$0

Address and contacts

Address (IRS master file)
749 BROAD RIVER DR, BEAUFORT, SC 29906-6868
In care of
% AMY HORN
Principal officer (990 for 2024)
SARAH FOX, 749 BROAD RIVER DRIVE, BEAUFORT, SC 29906
Signed the 990
SARAH FOX, DIRECTOR
Phone
(843) 322-0577
Return prepared by
MARTIN SMITH & COMPANY CPAS PA

Mission

THE MISSION OF LOWCOUNTRY MONTESSORI SCHOOL IS TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION BUILDING A FOUNDATION FOR LIFELONG LEARNING.

990 for the year ended June 30, 2025

Program accomplishments

  • SEE SCHEDULE OLOWCOUNTRY MONTESSORI SCHOOL IMPLEMENTS AN AUTHENTIC MONTESSORI ENVIRONMENT FOR PRIMARY THROUGH HIGH SCHOOL. WE USE MULTI-AGED CLASSROOMS, MONTESSORI TRAINED GUIDES, CLASSROOMS STOCKED WITH MONTESSORI MATERIALS, TO MEET CHILDREN WHERE THEY ARE IN THE CURRICULUM. IF A CHILD IS IN NEED FOR REMEDIATION OR ADVANCED LESSONS, THE CURRICULUM IS SET UP TO MEET THE CHILD WHERE THEY ARE.LOWCOUNTRY MONTESSORI SCHOOL BELIEVES IN FOLLOWING THE CHILD. IF CHILDREN HAVE A CAREFULLY PREPARED ENVIRONMENT, WITH PURPOSEFUL MATERIALS AND A TRAINED GUIDE, THEY OFTEN ARE INTERESTED IN THE ENVIRONMENT AND INTRINSICALLY MOTIVATED TO LEARN. LOWCOUNTRY MONTESSORI SCHOOL'S CURRICULUM ALSO HAS A PEACE CURRICULUM OR CONFLICT RESOLUTION COMPONENT. THIS IS SOMETHING THAT IS DONE AT ALL LEVELS. BECAUSE OF THIS CURRICULUM, WE SEE STUDENTS BEGIN TO RESOLVE CONFLICT AT AN EARLY AGE.LOWCOUNTRY MONTESSORI SCHOOL'S SECONDARY PROGRAM CURRICULUM HAS A FINE ART FOCUS WITH AN EMPHASIS ON ENVIRONMENTAL SCIENCES AND PRACTICAL LIFE SKILLS. STUDENTS ARE TAUGHT CULINARY SKILLS, METAL WORKING, TEXTILES, PHOTOGRAPHY, DRAWING, MUSIC, DANCE AS WELL AS OTHER RELATED ARTS. WE ALSO OFFER CLASSES SKILLS SUCH AS HORTICULTURE, SPEECH AND DEBATE, SELF AND SOCIAL RESPONSIBILITY AND IN THEIR SENIOR YEAR, STUDENTS ARE EXPECTED TO DO A THESIS ON A TOPIC OF CHOICE.
    Expenses $4,437,350 · revenue $628,131

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
46-3469661
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
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$13,762,158
Income (IRS master file)
$5,256,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,256,984$5,571,510$13,762,158IRS
990June 2024$4,723,694$4,451,961$10,515,326IRS
990June 2023$4,453,633$4,637,186$7,119,237XML
990June 2022$4,087,903$4,040,571$8,726,516IRS
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 46-3469661).

Questions about LOWCOUNTRY MONTESSORI SCHOOL

What is the EIN of LOWCOUNTRY MONTESSORI SCHOOL?
The employer identification number (EIN) of LOWCOUNTRY MONTESSORI SCHOOL is 46-3469661.
Is LOWCOUNTRY MONTESSORI SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to LOWCOUNTRY MONTESSORI SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LOWCOUNTRY MONTESSORI 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 LOWCOUNTRY MONTESSORI 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 LOWCOUNTRY MONTESSORI 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 LOWCOUNTRY MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 names SARAH FOX.
Who are the officers and directors of LOWCOUNTRY MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $99,043 (AMY HORN, EXEC DIRECTOR (FORMER)).
How much revenue does LOWCOUNTRY MONTESSORI SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,256,984, expenses of $5,571,510 and total assets of $13,762,158 at year end.

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