Nonprofit · EIN 31-0793927
NEW SCHOOL
Tax-exempt (reinstated) · CINCINNATI, OH 45229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,560,520 | $2,525,804 | $34,716 | $7,053,078 | $1,742,482 | $5,310,596 |
| June 30, 2024 | 990 | $2,456,018 | $2,206,202 | $249,816 | $6,031,905 | $824,380 | $5,207,525 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $148,691
- Program service revenue
- $2,344,691
- Investment income
- $31,601
- Net income from fundraising events
- $30,619
- Other revenue
- $35,537
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,387,553
- Salaries, compensation and benefits (total)
- $1,781,094
- Professional fundraising fees
- $0
- Accounting fees
- $14,045
- Occupancy
- $152,500
- Depreciation
- $132,993
- Program services (functional)
- $1,899,513
- Management and general (functional)
- $577,215
- Fundraising (functional)
- $49,076
Balance sheet and other
- Total assets, start of year
- $6,031,905
- Total assets, end of year
- $7,053,078
- Total liabilities, end of year
- $1,742,482
- Net assets, end of year
- $5,310,596
- Land, buildings and equipment
- $4,442,272
- Publicly traded securities
- $931,912
- Net assets without donor restrictions
- $4,389,338
- Net assets with donor restrictions
- $921,258
- Gross receipts
- $2,576,527
- Employees
- 33
- Year formed
- 1970
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 |
|---|---|---|---|
| SARA BASCH | TRUSTEE Trustee or director | – | $0 |
| LISA CAMERON | VICE PRESIDE Trustee or director, Officer | – | $0 |
| SARAH CORLETT | TRUSTEE Trustee or director | – | $0 |
| MURRAY DWERTMAN | TRUSTEE Trustee or director | – | $0 |
| BEN MORRISON | TRUSTEE Trustee or director | – | $0 |
| SARAH RICH | TREASURER Trustee or director, Officer | – | $0 |
| STEPHEN RIGGINS | TRUSTEE Trustee or director | – | $0 |
| MATTHEW ROSEN | PRESIDENT Trustee or director, Officer | – | $0 |
| BRIAN SELANDER | TRUSTEE Trustee or director | – | $0 |
| COLLEEN SWEENEY | TRUSTEE Trustee or director | – | $0 |
| PAUL THIEPRAYOON | TRUSTEE Trustee or director | – | $0 |
| CARRIE WHITE | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA BASCH | TRUSTEE Trustee or director | – | $0 |
| LISA CAMERON | VICE PRESIDE Trustee or director, Officer | – | $0 |
| SARAH CORLETT | TRUSTEE Trustee or director | – | $0 |
| MURRAY DWERTMAN | TRUSTEE Trustee or director | – | $0 |
| MIKE FLEISCH | TRUSTEE Trustee or director | – | $0 |
| BEN MORRISON | TRUSTEE Trustee or director | – | $0 |
| LYDIA NEIHEISEL | TRUSTEE Trustee or director | – | $0 |
| SARAH RICH | TREASURER Trustee or director, Officer | – | $0 |
| STEPHEN RIGGINS | TRUSTEE Trustee or director | – | $0 |
| MATTHEW ROSEN | PRESIDENT Trustee or director, Officer | – | $0 |
| PAUL THIEPRAYOON | TRUSTEE Trustee or director | – | $0 |
| CARRIE WHITE | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 3 BURTON WOODS LN, CINCINNATI, OH 45229-1320
- Principal officer (990 for 2024)
- MATTHEW ROSEN, 3 BURTON WOODS LANE, CINCINNATI, OH 45229
- Signed the 990
- JODI OSBORN, BUSINESS MANAGER
- Phone
- (513) 281-7999
- Website
- WWW.NEWSCHOOLMONTESSORI.COM
- Return prepared by
- ADAPTIVCPA FINANCIAL SOLUTIONS PLLC
Mission
THE NEW SCHOOL MONTESSORI IS AN INDEPENDENT MONTESSORI EDUCATIONAL CENTER. OUR MISSION IS TO FOSTER THE DEVELOPMENT OF THE WHOLE CHILD BY PROVIDING AN INTELLECTUALLY RICH AND CHALLENGING CURRICULUM IN A SAFE, CARING AND JOYOUS ENVIRONMENT. ALL OUR ACTIVITIES ARE CARRIED OUT IN AN ATMOSPHERE OF RESPECT FOR THE CHILD AND RESPECT FOR ONE ANOTHER. WE STRIVE TO PROMOTE ACADEMIC EXCELLENCE, INDIVIDUALITY, INTERDEPENDENCE, IMAGINATION, CREATIVITY, INNER DISCIPLINE AND SELF ESTEEM. WE WELCOME AND HONOR CULTURAL, ETHINIC, RELIGIOUS AND ECONOMIC DIVERSITY AND WE ARE COMMITTEDTO TEACHING PEACE, CONFLICT RESOLUTION AND GLOBAL AWARENESS. PARENTAL INVOLVEMENT IS IMPORTANT IN ALL ASPECTS OF THE SCHOOL'S OPERATIONS; THUS, WE WORK TO CULTIVATE A GENUINE SENSE OF EXTENDED FAMILY AND COMMUNITY
Program accomplishments
- INDEPENDENT MONTESSORI SCHOOL FOR CHILDREN AGES 3 TO 12, PROVIDING AN ACADEMICALLY CHALLENGING CURRICULUM COMMITTED TO TEACHING PEACE AND HONORING DIVERSITY; SUPPORTIVE OF THE EMOTIONAL, PHYSICAL AND NUTRITIONAL NEEDS OF CHILDREN ACCREDITED BY THE INDEPENDENT SCHOOL ASSOCIATION OF THE CENTRAL STATES AND THE AMERICAN MONTESSORI SOCIETY.Expenses $1,899,513
- INDEPENDENT MONTESSORI SCHOOL FOR CHILDREN AGES 3 TO 12, PROVIDING AN ACADEMICALLY CHALLENGING CURRICULUM COMMITTED TO TEACHING PEACE AND HONORING DIVERSITY; SUPPORTIVE OF THE EMOTIONAL, PHYSICAL AND NUTRITIONAL NEEDS OF CHILDREN ACCREDITED BY THE INDEPENDENT SCHOOL ASSOCIATION OF THE CENTRAL STATES AND THE AMERICAN MONTESSORI SOCIETY.
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
- 31-0793927
- 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
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $7,053,078
- Income (IRS master file)
- $2,576,527
Revocation and reinstatement
- Exemption revoked
- January 15, 2017
- Posted by the IRS
- April 26, 2017
- Reinstated
- Effective January 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,560,520 | $2,525,804 | $7,053,078 | IRS |
| 990 | June 2024 | $2,456,018 | $2,206,202 | $6,031,905 | XML |
| 990 | June 2023 | $2,280,059 | $1,963,319 | $5,623,222 | IRS |
| 990 | June 2022 | $2,439,685 | $1,937,703 | $5,257,160 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | August 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 31-0793927).
Questions about NEW SCHOOL
- What is the EIN of NEW SCHOOL?
- The employer identification number (EIN) of NEW SCHOOL is 31-0793927.
- Is NEW SCHOOL tax-exempt?
- Yes. The IRS revoked its exemption on January 15, 2017 and reinstated it effective January 15, 2017.
- Are donations to NEW SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW 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 NEW 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 NEW 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 NEW SCHOOL?
- The 990 for the year ended June 30, 2025 names MATTHEW ROSEN.
- Who are the officers and directors of NEW SCHOOL?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does NEW SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,560,520, expenses of $2,525,804 and total assets of $7,053,078 at year end.
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