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Nonprofit · EIN 27-3548576

MIDDLEBURG MONTESSORI SCHOOL

Tax-exempt · MIDDLEBURG, VA 20118

Financials

$847K$795K2022$739K$788K2023$853K$844K2024
Revenue Expenses · by fiscal year end
Financials of MIDDLEBURG MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$853,105$843,989$9,116$2,339,293$1,004,706$1,334,587
June 30, 2024990$738,642$787,785-$49,143$2,392,047$1,066,576$1,325,471
June 30, 2023990$846,985$794,524$52,461$2,470,137$1,095,523$1,374,614
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$41,717
Program service revenue
$716,698
Investment income
$33,236
Net rental income
$35,759
Net income from fundraising events
$25,695
Other revenue
$61,454

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$35,000
Other salaries and wages
$440,214
Salaries, compensation and benefits (total)
$539,666
Professional fundraising fees
$0
Legal fees
$62
Accounting fees
$11,500
Occupancy
$16,510
Depreciation
$37,960
Program services (functional)
$669,492
Management and general (functional)
$123,839
Fundraising (functional)
$50,658

Balance sheet and other

Total assets, start of year
$2,392,047
Total assets, end of year
$2,339,293
Total liabilities, end of year
$1,004,706
Net assets, end of year
$1,334,587
Land, buildings and equipment
$2,000,669
Net assets without donor restrictions
$1,332,087
Net assets with donor restrictions
$2,500
Gross receipts
$876,091
Employees
23
Volunteers
6
Year formed
2011
State of legal domicile
VA

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
ELIZABETH SLATERHEAD OF SCHO
Officer
40$35,000
AMY FANNON CUPICCO-CHAIR
Trustee or director, Officer
5$0
ELIZA BUTTONCO-CHAIR
Trustee or director, Officer
5$0
CAROLYN LINKESECRETARY
Trustee or director, Officer
5$0
CARMEN ARENASTREASURER
Trustee or director, Officer
5$0
KATY BANAGANDIRECTOR
Trustee or director
1$0
NIA SEALEDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
ELIZABETH SLATERHEAD OF SCHO
Officer
40$35,000
AMY FANNON CUPICCO-PRESIDENT
Trustee or director, Officer
5$0
ELIZA BUTTONCO-PRESIDENT
Trustee or director, Officer
5$0
CARMEN ARENASTREASURER
Trustee or director, Officer
5$0
CAROLYN LINKESECRETARY
Trustee or director, Officer
5$0
KATHRYN BANAGANDIRECTOR
Trustee or director
5$0
NIA SEALEDIRECTOR
Trustee or director
1$0
MARYBETH HUMENEX OFFICIO M
Trustee or director
1$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
ELIZABETH SLATERHEAD OF SCHO
Officer
40$35,000
CARMEN ARENASTREASURER
Trustee or director, Officer
5$0
KATHRYN BANAGANBOARD
Trustee or director
5$0
ELIZA BUTTONCO-PRESIDENT
Trustee or director, Officer
5$0
AMY FANNON CUPICCO-PRESIDENT
Trustee or director, Officer
5$0
MARYBETH HUMENEX OFFICIO M
Trustee or director, Officer
1$0
CAROLYN LINKESECRETARY
Trustee or director, Officer
5$0
NIA SEALEBOARD
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 35, MIDDLEBURG, VA 20118-0035
In care of
% BETHANN SLATER
Mailing address (990-N for 2011)
PO BOX 35, MIDDLEBURG VA 20118
Principal officer (990 for 2024)
CARMEN ARENAS, 7274 RECTORS LANE, MIDDLEBURG, VA 20115
Principal officer (990-N for 2011)
BETHANN SLATER, PO BOX 35, MIDDLEBURG VA 20118
Signed the 990
CARMEN ARENAS, TREASURER
Phone
(540) 687-5210
Return prepared by
MITCHELL BURNS DOYLE & CO PC

Mission

THE SCHOOL OPERATES ON THE EDUCATIONAL PHILOSOPHY THAT RECOGNIZES AND RESPECTS THE NATURAL INTERESTS AND SENSITIVE PERIODS OF LEARNING PRESENTED IN THE CHILDREN. THE APPROACH IS CENTERED... (CONTINUED ON SCH. O)

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE AN ENRICHING LEARNING ENVIRONMENT WITHIN THE MONTESSORI SCHOOL STRUCTURE.
    Expenses $669,492 · revenue $716,698

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
27-3548576
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
2011
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$2,339,293
Income (IRS master file)
$876,091

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$853,105$843,989$2,339,293IRS
990June 2024$738,642$787,785$2,392,047IRS
990June 2023$846,985$794,524$2,470,137XML
990June 2022$776,555$615,226$2,487,417IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS
990-N for 2011
Officer: BETHANN SLATER
December 31, 2011≤ $50,000 receipts––e-Postcard

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 27-3548576).

Questions about MIDDLEBURG MONTESSORI SCHOOL

What is the EIN of MIDDLEBURG MONTESSORI SCHOOL?
The employer identification number (EIN) of MIDDLEBURG MONTESSORI SCHOOL is 27-3548576.
Is MIDDLEBURG MONTESSORI SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to MIDDLEBURG MONTESSORI SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MIDDLEBURG 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 MIDDLEBURG MONTESSORI 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 MIDDLEBURG MONTESSORI SCHOOL 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 MIDDLEBURG MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 names CARMEN ARENAS.
Who are the officers and directors of MIDDLEBURG MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $35,000 (ELIZABETH SLATER, HEAD OF SCHO).
How much revenue does MIDDLEBURG MONTESSORI SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $853,105, expenses of $843,989 and total assets of $2,339,293 at year end.

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