Nonprofit · EIN 22-2547038
THE ALFRED MONTESSORI SCHOOL
Tax-exempt · ALFRED, NY 14802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $308,863 | $320,538 | -$11,675 | $34,036 | $19,987 | $14,049 |
| August 31, 2024 | 990 | $463,499 | $459,283 | $4,216 | $27,261 | $1,537 | $25,724 |
| August 31, 2023 | 990 | $311,615 | $319,277 | -$7,662 | $23,014 | $1,506 | $21,508 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $14,769
- Program service revenue
- $294,092
- Investment income
- $2
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $22,293
- Other salaries and wages
- $245,052
- Salaries, compensation and benefits (total)
- $287,395
- Professional fundraising fees
- $0
- Accounting fees
- $8,089
- Occupancy
- $11,991
- Program services (functional)
- $308,041
- Management and general (functional)
- $12,497
Balance sheet and other
- Total assets, start of year
- $27,261
- Total assets, end of year
- $34,036
- Total liabilities, end of year
- $19,987
- Net assets, end of year
- $14,049
- Net assets without donor restrictions
- $14,049
- Gross receipts
- $308,863
- Employees
- 16
- Year formed
- 1984
- State of legal domicile
- NY
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GALLARDY | DIRECTOR Trustee or director | 40 | $7,908 |
| LINDA BELLE | BOARD MEMBER Trustee or director | – | $0 |
| JONATHAN KENT | BOARD MEMBER Trustee or director | – | $0 |
| CHRISSY ZIESE | BOARD MEMBER Trustee or director | – | $0 |
| GEOFF LIPPA | TREASURER Officer | – | $0 |
| ANN ROSINGTON | SECRETARY Officer | – | $0 |
| KATHY SHERMAN | PRESIDENT Officer | – | $0 |
990 for the year ended August 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GALLARDY | DIRECTOR Trustee or director | 40 | $47,903 |
| LINDA BELLE | BOARD MEMBER Trustee or director | – | $0 |
| JONATHAN KENT | BOARD MEMBER Trustee or director | – | $0 |
| CHRISSY ZIESE | BOARD MEMBER Trustee or director | – | $0 |
| GEOFF LIPPA | TREASURER Officer | – | $0 |
| ANN ROSINGTON | SECRETARY Officer | – | $0 |
| KATHY SHERMAN | PRESIDENT Officer | – | $0 |
990 for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BELLE | BOARD MEMBER Trustee or director | – | $0 |
| MARY GALLARDY | DIRECTOR Trustee or director | 40 | $0 |
| JONATHAN KENT | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISSY ZIESE | BOARD MEMBER Trustee or director | 1 | $0 |
| GEOFF LIPPA | TREASURER Officer | 1 | $0 |
| ANN ROSINGTON | SECRETARY Officer | 1 | $0 |
| KATHY SHERMAN | PRESIDENT Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 8 1/2 S MAIN ST, ALFRED, NY 14802-1317
- In care of
- % KATHY SHERMAN
- Principal officer (990 for 2024)
- KATHY SHERMAN, 8 1/2 S MAIN ST, ALFRED, NY 14802
- Signed the 990
- KATHY SHERMAN, PRESIDENT
- Phone
- (607) 587-9334
- Website
- WWW.ALFREDMONTESSORI.COM
- Return prepared by
- KIMBERLY LATTIMER CPA PC
Mission
TO PROVIDE A MONTESSORI BASED EDUCATION PROGRAM FOR INFANTS THROUGH PRESCHOOL AGED CHILDREN
Program accomplishments
- PROGRAMS FOR MONTESSORI BASED EDUCATION FOR INFANT THROUGH PRESCHOOL AGED CHILDRENExpenses $308,041
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 22-2547038
- 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
- 1994
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $34,036
- Income (IRS master file)
- $308,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $308,863 | $320,538 | $34,036 | XML |
| 990 | August 2024 | $463,499 | $459,283 | $27,261 | XML |
| 990 | August 2023 | $311,615 | $319,277 | $23,014 | XML |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | 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 22-2547038).
Questions about THE ALFRED MONTESSORI SCHOOL
- What is the EIN of THE ALFRED MONTESSORI SCHOOL?
- The employer identification number (EIN) of THE ALFRED MONTESSORI SCHOOL is 22-2547038.
- Is THE ALFRED MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE ALFRED MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ALFRED 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 THE ALFRED MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ALFRED MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of THE ALFRED MONTESSORI SCHOOL?
- The 990 for the year ended August 31, 2025 names KATHY SHERMAN.
- Who are the officers and directors of THE ALFRED MONTESSORI SCHOOL?
- The 990 for the year ended August 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $7,908 (MARY GALLARDY, DIRECTOR).
- How much revenue does THE ALFRED MONTESSORI SCHOOL have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $308,863, expenses of $320,538 and total assets of $34,036 at year end.
Other nonprofits in ALFRED
- ALFRED UNIVERSITY EIN 16-0743900 · last filed 990 for 2025
- AUXILIARY CAMPUS ENTERPRISES AND SERVICES STATE UNIVERSITY COLLEGE EIN 16-0820691 · last filed 990 for 2025
- ALFRED STATE COLLEGE DEVELOPMENT FU ND INC EIN 16-1453263 · last filed 990 for 2025
- STUDENT SENATE OF THE STATE UNIV OF NY AGRICULTURA & TECH ET AL EIN 16-1088555 · last filed 990 for 2025
- EDUCATIONAL FOUNDATION OF ALFRED INC EIN 23-7209097 · last filed 990 for 2025
- A E CRANDALL HOOK AND LADDER COMPANY INC EIN 27-0006697 · last filed 990 for 2026
- ALFRED BOX OF BOOKS LIBRARY EIN 54-2114563 · last filed 990-EZ for 2024
- ALFRED-ALMOND ALUMNI ASSOCIATION EIN 22-2568681 · last filed 990 for 2026