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Nonprofit · EIN 26-0171499

MONTESSORI ISLAND SCHOOL

Tax-exempt · LIVINGSTON, MT 59047

Financials

$709K$835K2023$827K$813K2024
Revenue Expenses · by fiscal year end
Financials of MONTESSORI ISLAND SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$826,881$812,539$14,342$106,486$0$106,486
June 30, 2024990$709,047$834,653-$125,606$90,368$0$90,368
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$15,099
Program service revenue
$805,736
Investment income
$1,589
Net gain from sales of assets
$518
Net income from fundraising events
$84
Other revenue
$4,457

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$68,325
Other salaries and wages
$474,951
Salaries, compensation and benefits (total)
$603,947
Professional fundraising fees
$0
Accounting fees
$3,158
Occupancy
$119,637
Travel
$2,301
Depreciation
$3,554
Program services (functional)
$698,151
Management and general (functional)
$114,388

Balance sheet and other

Total assets, start of year
$90,368
Total assets, end of year
$106,486
Total liabilities, end of year
$0
Net assets, end of year
$106,486
Land, buildings and equipment
$22,646
Net assets without donor restrictions
$106,486
Gross receipts
$841,254
Employees
19
Year formed
2007
State of legal domicile
MT

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 / weekCompensation
SARA WEBBTreas/Ex Dir.
Trustee or director, Officer
40$67,425
JAQUELINE WERHANDPresident
Trustee or director, Officer
1$0
WILLIAM REEDGeneral Member
Trustee or director
1$0
KEVA WARDGeneral Member
Trustee or director
1$0
KELSEY TANNERGeneral Member
Trustee or director
1$0
MAIRA EMPERLEYSecretary
Trustee or director, Officer
1$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
SARA WEBBTreas/Ex Dir.
Trustee or director, Officer
40$64,131
JAQUELINE WERHANDPresident
Trustee or director, Officer
1$0
WILLIAM REEDGeneral Member
Trustee or director
1$0
ZACH MORRISGeneral Member
Trustee or director, Officer
1$0
MAIRA EMPERLEYVice President
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
160 MILLER DR, LIVINGSTON, MT 59047-4111
In care of
% ALYSON PETERSON
Signed the 990
SARA WEBB, Executive Director
Phone
(406) 222-8808
Return prepared by
Neil and Company CPAs PC

Mission

PRIVATE ELEMENTARY SCHOOL

990 for the year ended June 30, 2025

Program accomplishments

  • ALL EXPENSES ARE FOR THE OPERATION OF A PRIVATE ELEMENTARY SCHOOL. THE ELEMENTARYSCHOOL PROVIDES NON-DENOMINATIONAL, NON-PROFIT PRIVATE EDUCATION FOR THE IMMEDIATE AND SURROUNDING COMMUNITIES.
    Expenses $698,151

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
26-0171499
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
2007
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21)
Assets (IRS master file)
$106,486
Income (IRS master file)
$841,254

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$826,881$812,539$106,486XML
990June 2024$709,047$834,653$90,368XML
990June 2023$865,555$825,417$213,521IRS
990June 2022–––IRS
990June 2021–––IRS
990June 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 26-0171499).

Questions about MONTESSORI ISLAND SCHOOL

What is the EIN of MONTESSORI ISLAND SCHOOL?
The employer identification number (EIN) of MONTESSORI ISLAND SCHOOL is 26-0171499.
Is MONTESSORI ISLAND SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to MONTESSORI ISLAND SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI ISLAND 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 ISLAND SCHOOL 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 ISLAND SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of MONTESSORI ISLAND SCHOOL?
The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $67,425 (SARA WEBB, Treas/Ex Dir.).
How much revenue does MONTESSORI ISLAND SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $826,881, expenses of $812,539 and total assets of $106,486 at year end.

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