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Nonprofit · EIN 26-4512017

HOLY TRINITY MONTESSORI

Tax-exempt · NASHVILLE, TN 37221

Financials

$2.3M$2.1M2023$2.6M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of HOLY TRINITY MONTESSORI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,612,640$2,634,406-$21,766$6,807,796$4,033,043$2,774,753
December 31, 2023990$2,317,347$2,106,993$210,354$6,920,048$4,128,321$2,791,727
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$440,353
Program service revenue
$2,191,778
Investment income
$1,809
Net income from fundraising events
-$21,300
Other revenue
-$21,300

Expenses

Grants and similar amounts paid
$58,250
Compensation of officers, directors and key employees
$238,100
Other salaries and wages
$1,291,260
Salaries, compensation and benefits (total)
$1,646,232
Professional fundraising fees
$0
Legal fees
$7,773
Accounting fees
$23,012
Occupancy
$55,461
Travel
$18,363
Depreciation
$121,353
Program services (functional)
$2,416,476
Management and general (functional)
$184,020
Fundraising (functional)
$33,910

Balance sheet and other

Total assets, start of year
$6,920,048
Total assets, end of year
$6,807,796
Total liabilities, end of year
$4,033,043
Net assets, end of year
$2,774,753
Land, buildings and equipment
$4,055,525
Net assets without donor restrictions
$2,748,605
Net assets with donor restrictions
$26,148
Gross receipts
$2,633,990
Employees
38
Volunteers
30
Year formed
2009
State of legal domicile
TN

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATE RILEYPRESIDENT
Trustee or director, Officer
40$198,000
GEORGETTE RECHBOARD MEMBER
Trustee or director
27$30,592
JEREMY WHITEBOARD MEMBER
Trustee or director
3$9,507
MONA IVY-SOTOBOARD MEMBER
Trustee or director
1$675
SHARON GRAHAMBOARD MEMBER
Trustee or director
1$0
DAN LOFTUSBOARD MEMBER
Trustee or director
1$0
TABITHA THARPEBOARD MEMBER
Trustee or director
1$0
LEO MILLERBOARD MEMBER
Trustee or director
1$0
CHARLES HOVINGBOARD MEMBER
Trustee or director
1$0
RYAN FINNEGANBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
KATE RILEYPRESIDENT
Trustee or director, Officer
50$106,930
JEREMY WHITEBOARD MEMBER
Trustee or director
20$43,379
GEORGETTE RECHBOARD MEMBER
Trustee or director
20$22,574
SHARON GRAHAMBOARD MEMBER
Trustee or director
1$0
DAN LOFTUSBOARD MEMBER
Trustee or director
5$0
TABITHA THARPEBOARD MEMBER
Trustee or director
1.5$0
LEO MILLERBOARD MEMBER
Trustee or director
1$0
CHARLES HOVINGBOARD MEMBER
Trustee or director
1$0
BRINK FIDLERBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
8131 OLD HARDING PIKE, NASHVILLE, TN 37221-0000
Principal officer (990 for 2024)
KATE RILEY, 8131 OLD HARDING PIKE, NASHVILLE, TN 37221
Signed the 990
KATE RILEY, PRESIDENT
Phone
(615) 779-6309
Return prepared by
PURYEAR & NOONAN CPAS

Mission

TO AIDE IN THE CHILD'S INTELLECTUAL, SOCIAL, EMOTIONAL, AND SPIRITUAL DEVELOPMENT THROUGH THE USE OF THE MONTESSORI METHOD.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE A CHILD-CENTERED ENVIRONMENT THAT VIEWS EVERY CHILD AS AN INDIVIDUAL AND MOTIVATED LEARNER. PROVIDE AN ENVIRONMENT IN WHICH STUDENTS WILL BE ABLE TO DEVELOP AND INSTILL A LOVE FOR LEARNING, NOT ONLY IN THEMSELVES, BUT IN THEIR OUTSIDE WORLD. TO ASSIST EACH CHILD IN DISCOVERING THEIR OWN UNIQUE PATH IN BECOMING A PEACEFUL, SPIRITUAL, AND INVOLVED MEMBER OF SOCIETY.
    Expenses $2,416,476 · grants $58,250 · revenue $2,191,778

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-4512017
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
2010
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21)
Assets (IRS master file)
$6,807,796
Income (IRS master file)
$2,633,990

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,612,640$2,634,406$6,807,796XML
990-TDecember 2024–––IRS
990December 2023$2,317,347$2,106,993$6,920,048XML
990-TDecember 2023–––IRS
990December 2022$1,969,600$1,763,636$6,813,815IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 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 26-4512017).

Questions about HOLY TRINITY MONTESSORI

What is the EIN of HOLY TRINITY MONTESSORI?
The employer identification number (EIN) of HOLY TRINITY MONTESSORI is 26-4512017.
Is HOLY TRINITY MONTESSORI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to HOLY TRINITY MONTESSORI tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOLY TRINITY MONTESSORI 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 HOLY TRINITY MONTESSORI due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOLY TRINITY MONTESSORI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HOLY TRINITY MONTESSORI?
The 990 for the year ended December 31, 2024 names KATE RILEY.
Who are the officers and directors of HOLY TRINITY MONTESSORI?
The 990 for the year ended December 31, 2024 lists 10 people; 4 received compensation from the organization, the highest $198,000 (KATE RILEY, PRESIDENT).
How much revenue does HOLY TRINITY MONTESSORI have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,612,640, expenses of $2,634,406 and total assets of $6,807,796 at year end.

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