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Nonprofit · EIN 20-4212134

MONTESSORI SCHOOL OF LOUISVILLE INC

Tax-exempt · LOUISVILLE, KY 40241

Financials

$2.5M$2M2022$2.6M$2.2M2023$2.4M$2.3M2024
Revenue Expenses · by fiscal year end
Financials of MONTESSORI SCHOOL OF LOUISVILLE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,399,697$2,338,917$60,780$3,126,299$774,373$2,351,926
June 30, 2024990$2,585,223$2,245,821$339,402$3,576,633$1,317,372$2,259,261
June 30, 2023990$2,491,025$2,016,430$474,595$2,340,034$506,334$1,833,700
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$11,310
Program service revenue
$2,330,150
Investment income
$58,237
Other revenue
$0

Expenses

Grants and similar amounts paid
$228,296
Compensation of officers, directors and key employees
$138,219
Other salaries and wages
$841,180
Salaries, compensation and benefits (total)
$1,153,200
Professional fundraising fees
$0
Accounting fees
$5,250
Occupancy
$641,106
Depreciation
$60,238
Program services (functional)
$1,970,146
Management and general (functional)
$368,771

Balance sheet and other

Total assets, start of year
$3,576,633
Total assets, end of year
$3,126,299
Total liabilities, end of year
$774,373
Net assets, end of year
$2,351,926
Land, buildings and equipment
$156,780
Net assets without donor restrictions
$2,351,926
Gross receipts
$2,399,697
Employees
36
Volunteers
40
Year formed
2006
State of legal domicile
KY

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 / weekCompensationOther / benefits
JENNIFER CATTELLHEAD OF SCHOOL
Officer
45$128,901$9,267
BRIAN CALHOUNPRESIDENT
Trustee or director, Officer
1.5$0$0
CASEY HENSLEYSECRETARY
Trustee or director, Officer
0.5$0$0
ELIZABETH MILLERVICE PRESIDENT
Trustee or director, Officer
1.5$0$0
MARY BROWNDIRECTOR
Trustee or director
0.5$0$0
TODD KIZIMINSKIDIRECTOR
Trustee or director
0.5$0$0
WILL CRAYCRAFTTREASURER
Trustee or director, Officer
1.5$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER CATTELLHEAD OF SCHOOL
Officer
45$128,901$9,267
BRIAN CALHOUNPRESIDENT (FROM 02/24)
Trustee or director, Officer
1.5$0$0
ELIZABETH MILLERVICE PRESIDENT (FROM 02/24)
Trustee or director, Officer
1.5$0$0
LORI WENDELINTREASURER
Trustee or director, Officer
1.5$0$0
CASEY HENSLEYSECRETARY
Trustee or director, Officer
0.5$0$0
MARY BROWNDIRECTOR (FROM 05/24)
Trustee or director
0.5$0$0
TODD KIZIMINSKIDIRECTOR
Trustee or director
0.5$0$0
WILL CRAYCRAFTTREASURER (FROM 06/24)
Trustee or director, Officer
1.5$0$0
OMAR HINOJOSADIRECTOR
Trustee or director
0.5$0$0
WILLIAM BROWNPRESIDENT (TO 02/24)
Trustee or director, Officer
1.5$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER CATTELLHEAD OF SCHOOL
Officer
45$118,428$8,244
OMAR HINOJOSAPRESIDENT AND DIRECTOR
Trustee or director, Officer
1.5$0$0
TODD KIZIMINSKIVP AND DIRECTOR
Trustee or director, Officer
1.5$0$0
LORI WENDELINTREASURER AND DIRECTOR
Trustee or director, Officer
1.5$0$0
CASEY HENSLEYSECRETARY AND DIRECTOR
Trustee or director, Officer
0.5$0$0
WILLIAM BROWNDIRECTOR
Trustee or director
0.5$0$0
ROBERT BUSEDIRECTOR
Trustee or director
0.5$0$0
BRIAN CALHOUNDIRECTOR
Trustee or director
0.5$0$0
HEATHER CUNNINGHAMDIRECTOR
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
10263 CHAMPION FARMS DR, LOUISVILLE, KY 40241-6150
In care of
% LISA M SCHELLER
Principal officer (990 for 2024)
JENNIFER CATTELL, 10263 CHAMPION FARMS DRIVE, LOUISVILLE, KY 40241
Signed the 990
WILL CRAYCRAFT, TREASURER
Phone
(502) 640-8585
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

WE IGNITE THE CHILD'S INNATE LOVE OF LEARNING IN A DIVERSE AND NURTURING COMMUNITY BY INTEGRATING AUTHENTIC MONTESSORI PHILOSOPHY WITH CONTEMPORARY RESEARCH-BASED EDUCATIONAL METHODS. WE EMPOWER EACH INDIVIDUAL TO MAKE KNOWLEDGEABLE, RESPONSIBLE AND PEACEFUL CONTRIBUTIONS TO THE GLOBAL COMMUNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • IN THE 2024-25 SCHOOL YEAR, THE MONTESSORI SCHOOL OF LOUISVILLE SERVED APPROXIMATELY 180 CHILDREN RANGING FROM THE AGES OF 3 YEARS TO 14 YEARS OLD. MSL OPERATED THE FOLLOWING CLASSROOM ENVIRONMENTS: FIVE EARLY CHILDHOOD (AGES 3 TO 6 YEARS), TWO LOWER ELEMENTARY (AGES 6 TO 9 YEARS), ONE UPPER ELEMENTARY (AGES 9 TO 11 YEARS), AND ONE ADOLESCENT (AGES 12 TO 14 YEARS). EACH CLASSROOM ENVIRONMENT WAS STAFFED WITH A MONTESSORI-CERTIFIED LEAD TEACHER AND A CLASSROOM ASSISTANT. AFTER-SCHOOL EXTENDED CARE WAS STAFFED WITH FOUR TEACHERS; AN EXTENSIVE SELECTION OF AFTER-SCHOOL CLUBS WAS OFFERED (E.G. DANCE, CHESS, COOKING, ART, DRAMA, TENNIS, SOCCER AND ROBOTICS). TWO FULL TIME ADMINISTRATORS, A FULL-TIME OFFICE MANAGER, AND A FULL TIME COMMUNICATION MANAGER SERVE AS SUPPORT FOR THE SCHOOL OPERATIONS.THIS YEAR'S FOCUS WAS HEALTH AND SAFETY INITIATIVES TO ENSURE OUR STUDENTS, STAFF AND FAMILIES ARE SAFE ON CAMPUS.
    Expenses $1,970,146 · grants $228,296 · revenue $2,330,150

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
20-4212134
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
2006
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20)
Assets (IRS master file)
$3,126,299
Income (IRS master file)
$2,399,697

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,399,697$2,338,917$3,126,299IRS
990June 2024$2,585,223$2,245,821$3,576,633XML
990June 2023$2,491,025$2,016,430$2,340,034XML
990June 2022$2,657,890$1,913,191$1,988,855IRS
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 20-4212134).

Questions about MONTESSORI SCHOOL OF LOUISVILLE INC

What is the EIN of MONTESSORI SCHOOL OF LOUISVILLE INC?
The employer identification number (EIN) of MONTESSORI SCHOOL OF LOUISVILLE INC is 20-4212134.
Is MONTESSORI SCHOOL OF LOUISVILLE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MONTESSORI SCHOOL OF LOUISVILLE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI SCHOOL OF LOUISVILLE 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 MONTESSORI SCHOOL OF LOUISVILLE 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 MONTESSORI SCHOOL OF LOUISVILLE 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 MONTESSORI SCHOOL OF LOUISVILLE INC?
The 990 for the year ended June 30, 2025 names JENNIFER CATTELL.
Who are the officers and directors of MONTESSORI SCHOOL OF LOUISVILLE INC?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $128,901 (JENNIFER CATTELL, HEAD OF SCHOOL).
How much revenue does MONTESSORI SCHOOL OF LOUISVILLE INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,399,697, expenses of $2,338,917 and total assets of $3,126,299 at year end.

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