COASTAL MONTESSORI CHARTER SCHOOL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

RICK RICHARDSON

Phone

8432350413

Tax Period

2024-07-01 to 2025-06-30

COASTAL MONTESSORI CHARTER SCHOOL, founded in 2010, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 14% surplus.

Mission

TO PRODUCE HIGHLY-EDUCATED, SELF DIRECTED, SOCIALLY-RESPONSIBLE CITIZENS WHO WORK COLLOBORATIVELY, RESPECTFULLY, AND PEACEFULLY AS INDIVIDUAL YET INTERDEPENDENT LEARNERS IN A DIVERSE AND NURTURING COMMUNITY. THROUGH THE UNIQUE COMBINATION OF EMPIRICALLY-VALIDATED MONTESSORI PRINCIPLES, LOCALIZED CHARTER GOVERNANCE, AND OPEN ACCESS, COASTAL MONTESSORI CHARTER SCHOOL FURTHER AIMS TO PROVIDE GEORGETOWN COUNTY SCHOOL DISTRICT WITH AN ACADEMICALLY EXCELLENT, FINANCIALLY ACCOUNTABLE PUBLIC SCHOOL CHOICE.

Program Service Accomplishments

Program 1

Expenses: $2,688,377 Revenue: $93,635

ORGANIZED UNDER THE SC CHARTER SCHOOL ACT, THE SCHOOL PROVIDES ACADEMIC CHOICE FOR PARENTS AND STUDENTS, WHILE EXPANDING THE CAPACITY OF THE PUBLIC SCHOOL SYSTEM IN GEORGETOWN COUNTY. THE FOUNDING...

ORGANIZED UNDER THE SC CHARTER SCHOOL ACT, THE SCHOOL PROVIDES ACADEMIC CHOICE FOR PARENTS AND STUDENTS, WHILE EXPANDING THE CAPACITY OF THE PUBLIC SCHOOL SYSTEM IN GEORGETOWN COUNTY. THE FOUNDING COASTAL MONTESSORI CHARTER SCHOOL (CMCS) PLANNING COMMITTEE CHOSE MONTESSORI BECAUSE IT HONORS THE WAY CHILDREN LEARN NATURALLY, DEVELOPS THE WHOLE CHILD, AND PRODUCES SOCIALLY RESPONSIBLE CITIZENS. CMCS SERVES A DIVERSE STUDENT POPULATION; 15% RECEIVE SPECIAL EDUCATION SUPPORT, 17% ARE IDENTIFIED GIFTED AND TALENTED, 13% RECEIVE FREE OR REDUCED LUNCH, AND 34% ARE CATEGORIZED AS STUDENTS IN POVERTY. CMCS OFFERS A MONTESSORI EDUCATION TO STUDENTS IN GRADES FIRST THROUGH EIGHTH GRADE. THE TWO PILLARS OF MONTESSORI ARE DISCOVERY LEARNING AND DEVELOPING A CHILD'S INDEPENDENCE BY NOT DOING FOR THE CHILD WHAT THE CHILD CAN DO FOR HIMSELF. MONTESSORI IS MULTI-AGE CLASSROOMS, INDIVIDUALIZED INSTRUCTION AND SELF-PACED LEARNING, HANDS-ON MATERIALS, SPECIALLY TRAINED TEACHERS FACILITATING EACH CHILD'S OWN DISCOVERY KNOWLEDGE, FREEDOM FROM WITHIN LIMITS FOSTERING INDIVIDUAL RESPONSIBILITY, SOCIAL AS WELL AS ACADEMIC DEVELOPMENT, A GLOBAL PERSPECTIVE WHICH INTEGRATES THE STUDY OF DIVERSE CULTURES AND RESPECT FOR BASIC HUMAN RIGHTS, AND STEWARDSHIP OF THE ENVIRONMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,409,444

Program Service Revenue $93,635

Investment Income $145,599

Other Revenue $0

TOTAL REVENUE $3,648,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,188,526

Fundraising Expenses $0

Program Expenses $2,688,377

Other Expenses $945,765

TOTAL EXPENSES $3,134,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,648,678	$3,296,574	+0.1%
Expenses	$3,134,291	$3,009,951	+0.0%
Net Income	$514,387	$286,623	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$82,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER BERGERON	DIRECTOR	40.00	Officer	$82,886	$0	$82,886
BROOKE BURKHOLDER	MEMBER	1.00	Director	$0	$0	$0
FEDRICK COHENS	MEMBER	1.00	Director	$0	$0	$0
JULIE DEW	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHALL EASTERLING	MEMBER	1.00	Director	$0	$0	$0
RICKY FERDON	MEMBER	1.00	Director	$0	$0	$0
KATE KEHOE	V CHAIR THRU	1.00	Officer Director	$0	$0	$0
TERA MARSHALL	SECRETARY	1.00	Officer Director	$0	$0	$0
ASHLEY NELSON	MEMBER	1.00	Director	$0	$0	$0
RICK RICHARDSON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
ANTHONY SETARI	MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,648,678	$3,134,291	$8,633,031	$514,387
2024	$3,296,574	$3,009,951	$8,215,519	$286,623
2023	$3,050,383	$2,983,748	$7,966,031	$66,635
2022	$2,831,349	$2,737,274	$8,015,486	$94,075
2021	$2,712,338	$2,474,486	$8,035,227	$237,852
2020	$2,678,364	$2,446,410	$7,900,365	$231,954
2019	$2,931,840	$2,410,871	$7,780,088	$520,969
2018	$2,159,390	$2,293,550	$7,380,346	$-134,160