Nonprofit · EIN 26-4512017
HOLY TRINITY MONTESSORI
Tax-exempt · NASHVILLE, TN 37221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,612,640 | $2,634,406 | -$21,766 | $6,807,796 | $4,033,043 | $2,774,753 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATE RILEY | PRESIDENT Trustee or director, Officer | 40 | $198,000 |
| GEORGETTE RECH | BOARD MEMBER Trustee or director | 27 | $30,592 |
| JEREMY WHITE | BOARD MEMBER Trustee or director | 3 | $9,507 |
| MONA IVY-SOTO | BOARD MEMBER Trustee or director | 1 | $675 |
| SHARON GRAHAM | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN LOFTUS | BOARD MEMBER Trustee or director | 1 | $0 |
| TABITHA THARPE | BOARD MEMBER Trustee or director | 1 | $0 |
| LEO MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES HOVING | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN FINNEGAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATE RILEY | PRESIDENT Trustee or director, Officer | 50 | $106,930 |
| JEREMY WHITE | BOARD MEMBER Trustee or director | 20 | $43,379 |
| GEORGETTE RECH | BOARD MEMBER Trustee or director | 20 | $22,574 |
| SHARON GRAHAM | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN LOFTUS | BOARD MEMBER Trustee or director | 5 | $0 |
| TABITHA THARPE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| LEO MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES HOVING | BOARD MEMBER Trustee or director | 1 | $0 |
| BRINK FIDLER | BOARD 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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,612,640 | $2,634,406 | $6,807,796 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,317,347 | $2,106,993 | $6,920,048 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,969,600 | $1,763,636 | $6,813,815 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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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