Nonprofit · EIN 20-8319194
MONTESSORI FARM SCHOOL
Tax-exempt · DURHAM, NC 27704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $277,708 | $297,111 | -$19,403 | $70,302 | $2,014 | $68,288 |
| July 31, 2024 | 990 | $237,988 | $251,459 | -$13,471 | $91,541 | $2,831 | $88,710 |
| July 31, 2023 | 990 | $200,802 | $228,061 | -$27,259 | $110,267 | $7,525 | $102,742 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $268,391
- Investment income
- $2
- Other revenue
- $9,315
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $151,021
- Salaries, compensation and benefits (total)
- $179,582
- Professional fundraising fees
- $0
- Legal fees
- $900
- Accounting fees
- $1,025
- Occupancy
- $48,686
- Depreciation
- $1,349
- Program services (functional)
- $229,265
- Management and general (functional)
- $66,323
- Fundraising (functional)
- $1,523
Balance sheet and other
- Total assets, start of year
- $91,541
- Total assets, end of year
- $70,302
- Total liabilities, end of year
- $2,014
- Net assets, end of year
- $68,288
- Land, buildings and equipment
- $6,317
- Net assets without donor restrictions
- $68,288
- Gross receipts
- $277,708
- Employees
- 12
- Volunteers
- 30
- Year formed
- 2007
- State of legal domicile
- NC
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA LOZUKE | HEAD OF SCHO Trustee or director | 40 | $70,774 |
| EDEL CORDOVA-ROTH | STAFF REPRES Trustee or director | 40 | $34,762 |
| NEAL FANN | AT LARGE MEM Trustee or director | 2 | $0 |
| AMANDA HANEY | SECRETARY Trustee or director, Officer | 2 | $0 |
| KIRSTEN INGEBRETSEN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| LOUISA LIBERMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| KELSEY MERIYAH | PA REPRESENT Trustee or director | 2 | $0 |
| NICOLE SNYDER | PA REPRESENT Trustee or director | 2 | $0 |
| CROSBY SOMMERS | PRESIDENT Trustee or director, Officer | 2 | $0 |
990 for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA LOZUKE | HEAD OF SCHO Trustee or director | 40 | $63,014 |
| EDEL CORDOVA-ROTH | STAFF REPRES Trustee or director | 40 | $32,158 |
| KIRSTEN INGEBRETSEN | AT LARGE MEM Trustee or director | 2 | $1,280 |
| STEFFI BRILEY | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| NEAL FANN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| AMANDA HANEY | SECRETARY Trustee or director, Officer | 2 | $0 |
| LOUISA LIBERMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| CROSBY SOMMERS | AT LARGE MEM Trustee or director | 2 | $0 |
| ANNA STERRETT | PA REPRESENT Trustee or director | 2 | $0 |
990 for the year ended July 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA LOZUKE | HEAD OF SCHO Trustee or director | 40 | $60,124 |
| EDEL CORDOVA | STAFF REPRES Trustee or director | 40 | $29,389 |
| KIRSTEN INGEBRETSEN | AT LARGE MEM Trustee or director | 2 | $5,255 |
| STEFFI BRILEY | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| NEAL FANN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| AMANDA HANEY | SECRETARY Trustee or director, Officer | 2 | $0 |
| LOUISA LIBERMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| ANNA STERRETT | PA REPRESENT Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 BROAD ST STE B, DURHAM, NC 27704-2661
- Principal officer (990 for 2024)
- LOUISA LIBERMAN, 8607 BROMLEY RD, HILLSBOROUGH, NC 27278
- Signed the 990
- CROSBY SOMMERS, PRESIDENT
- Phone
- (919) 732-5026
- Website
- MONTESSORIFARMSCHOOL.COM
- Return prepared by
- ROSE GROUP CPAS PLLC
Mission
THE PURPOSE OF THE SCHOOL IS TO PROVIDE A SUPPORTIVE COMMUNITY IN WHICH EACH INDIVIDUAL CAN REACH HIS OR HER POTENTIAL, BOTH AS A STUDENT AND A COMPASSIONATE AND PRODUCTIVE CITIZEN.
Program accomplishments
- THE PURPOSE OF THE SCHOOL IS TO PROVIDE A SUPPORTIVE COMMUNITY IN WHICH EACH INDIVIDUAL CAN REACH HIS OR HER POTENTIAL, BOTH AS A STUDENT AND A COMPASSIONATE AND PRODUCTIVE CITIZEN IN A STIMULATING TEACHING ENVIRONMENT.Expenses $229,265 · revenue $268,391
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 20-8319194
- 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
- 2008
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $70,302
- Income (IRS master file)
- $277,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $277,708 | $297,111 | $70,302 | XML |
| 990 | July 2024 | $237,988 | $251,459 | $91,541 | XML |
| 990 | July 2023 | $200,802 | $228,061 | $110,267 | XML |
| 990 | July 2022 | $282,926 | $224,450 | $127,350 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | 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 20-8319194).
Questions about MONTESSORI FARM SCHOOL
- What is the EIN of MONTESSORI FARM SCHOOL?
- The employer identification number (EIN) of MONTESSORI FARM SCHOOL is 20-8319194.
- Is MONTESSORI FARM SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MONTESSORI FARM SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI FARM 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 MONTESSORI FARM SCHOOL due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTESSORI FARM SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of MONTESSORI FARM SCHOOL?
- The 990 for the year ended July 31, 2025 names LOUISA LIBERMAN.
- Who are the officers and directors of MONTESSORI FARM SCHOOL?
- The 990 for the year ended July 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $70,774 (VIRGINIA LOZUKE, HEAD OF SCHO).
- How much revenue does MONTESSORI FARM SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $277,708, expenses of $297,111 and total assets of $70,302 at year end.
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