Nonprofit · EIN 23-7092572
MONTESSORI ACADEMY AT EDISON LAKES INC
Tax-exempt · MISHAWAKA, IN 46545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,093,399 | $2,393,576 | -$300,177 | $2,221,272 | $851,692 | $1,369,580 |
| June 30, 2024 | 990 | $2,167,082 | $2,272,630 | -$105,548 | $2,267,214 | $812,848 | $1,454,366 |
| June 30, 2023 | 990 | $2,615,757 | $2,839,412 | -$223,655 | $2,365,978 | $657,133 | $1,708,845 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $311,536
- Program service revenue
- $1,767,921
- Investment income
- $5,381
- Net rental income
- $5,644
- Net income from fundraising events
- -$1,766
- Net income from sales of inventory
- $160
- Other revenue
- $8,561
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $146,085
- Other salaries and wages
- $1,249,187
- Salaries, compensation and benefits (total)
- $1,560,853
- Professional fundraising fees
- $0
- Legal fees
- $2,710
- Accounting fees
- $113,199
- Occupancy
- $270,505
- Travel
- $9,876
- Depreciation
- $120,928
- Program services (functional)
- $1,745,268
- Management and general (functional)
- $639,983
- Fundraising (functional)
- $8,325
Balance sheet and other
- Total assets, start of year
- $2,267,214
- Total assets, end of year
- $2,221,272
- Total liabilities, end of year
- $851,692
- Net assets, end of year
- $1,369,580
- Land, buildings and equipment
- $1,823,248
- Net assets without donor restrictions
- $1,369,580
- Gross receipts
- $2,107,154
- Employees
- 63
- Volunteers
- 109
- Year formed
- 1970
- State of legal domicile
- IN
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY KOLATA | HEAD OF SCHOOL Officer | 50 | $67,922 | $10,152 |
| MATTHEW JUN | DIRECTOR OF FINANCE Officer | 40 | $68,475 | $3,424 |
| ROLAND KELLY | HEAD OF SCHOOL Officer | 45 | $27,097 | $5,782 |
| COREY HURCOMB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLOTTE BRACH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CASSIDY MARTENSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARLA MUFFOLETTO | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 | $0 |
| JENA O'BRIEN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHARINE LYVERS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER LAPRAD | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KIARA MOORE | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ERIN CORCORAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROLAND KELLY | HEAD OF SCHOOL Officer | 45 | $94,217 | $14,493 |
| MATTHEW JUN | DIRECTOR OF FINANCE Officer | 45 | $65,975 | $0 |
| KATHY KOLATA | INTERIM HEAD OF SCHOOL Officer | 50 | $43,572 | $6,407 |
| ANGIE DEANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANSLEY COVEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COREY HURCOMB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA SAMA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHARINE LYVERS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER LAPRAD | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KIARA MOORE | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ERIN CORCORAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROLAND KELLY | HEAD OF SCHO Trustee or director, Officer | 40 | $92,643 | $17,338 |
| MATT JUN | DIRECTOR OF Trustee or director, Officer | 40 | $56,231 | $3,281 |
| JEN LAPRAD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ERIN CORCORAN | PRESIDENT-EL Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN DUNNEM | PAST-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| JEFF MIARS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KIARA MOORE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PETER ASHLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW CHAMPION | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANSLEY COVEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANGIE DEANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COREY HURCOMB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAT LYVERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RABIA SHARIFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA SAMA | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 530 E DAY RD, MISHAWAKA, IN 46545-3407
- Principal officer (990 for 2024)
- KATHY KOLATA, 530 E DAY ROAD, MISHAWAKA, IN 46545
- Signed the 990
- KATHY KOLATA, HEAD OF SCHOOL
- Phone
- (574) 256-5313
- Website
- WWW.TMAEL.ORG
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
Mission
THE MONTESSORI ACADEMY (TMA) IS TRUE TO THE TEACHINGS OF DR. MARIA MONTESSORI. WE CREATE AN ENVIRONMENT THAT CULTIVATES THE CHILD'S INTELLECT, INSTILLS RESPONSIBILITY, FOSTERS RESPECT, AND INSPIRES CARE FOR THE COMMUNITY.
Program accomplishments
- THE MONTESSORI ACADEMY OPERATES AN EDUCATIONAL PROGRAM FOR PRE-SCHOOL THROUGH 8TH GRADE. IT IS THE FIRST PRIVATE SCHOOL IN THE STATE OF INDIANA TO BE DUALLY ACCREDITED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES (ISACS) AND THE AMERICAN MONTESSORI SOCIETY (AMS), OFFERING A VARIETY OF PROGRAMS INCLUDING BEFORE AND AFTER CARE PROGRAMMING, ATHLETICS, AFTER SCHOOL ENRICHMENT PROGRAMS, EARLY CHILDHOOD HALF/FULL DAY, EXTENDED DAY KINDERGARTEN, LOWER ELEMENTARY, UPPER ELEMENTARY, AND JUNIOR HIGH. IN THE 2024-2025 SCHOOL YEAR, THE ACADEMY HAD 195 STUDENTS WITH 11 CLASSROOMS. IN ADDITION, THE ACADEMY ALSO RUNS A MONTESSORI CLASSROOM AT THE SOUTH BEND CENTER FOR THE HOMELESS, THE ONLY PROGRAM OF ITS KIND IN THE COUNTRY.Expenses $1,745,268 · revenue $1,778,248
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7092572
- 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
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,221,272
- Income (IRS master file)
- $2,107,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,093,399 | $2,393,576 | $2,221,272 | IRS |
| 990 | June 2024 | $2,167,082 | $2,272,630 | $2,267,214 | IRS |
| 990 | June 2023 | $2,615,757 | $2,839,412 | $2,365,978 | XML |
| 990 | June 2022 | $2,597,166 | $2,548,922 | $2,347,721 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 23-7092572).
Questions about MONTESSORI ACADEMY AT EDISON LAKES INC
- What is the EIN of MONTESSORI ACADEMY AT EDISON LAKES INC?
- The employer identification number (EIN) of MONTESSORI ACADEMY AT EDISON LAKES INC is 23-7092572.
- Is MONTESSORI ACADEMY AT EDISON LAKES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to MONTESSORI ACADEMY AT EDISON LAKES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ACADEMY AT EDISON LAKES 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 ACADEMY AT EDISON LAKES 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 ACADEMY AT EDISON LAKES 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 ACADEMY AT EDISON LAKES INC?
- The 990 for the year ended June 30, 2025 names KATHY KOLATA.
- Who are the officers and directors of MONTESSORI ACADEMY AT EDISON LAKES INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 3 received compensation from the organization, the highest $67,922 (KATHY KOLATA, HEAD OF SCHOOL).
- How much revenue does MONTESSORI ACADEMY AT EDISON LAKES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,093,399, expenses of $2,393,576 and total assets of $2,221,272 at year end.
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