Nonprofit · EIN 31-0912807
ST JOSEPH MONTESSORI SCHOOL
Tax-exempt · COLUMBUS, OH 43201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,855,374 | $4,537,447 | $317,927 | $4,017,605 | $1,245,821 | $2,771,784 |
| June 30, 2024 | 990 | $4,276,995 | $4,346,627 | -$69,632 | $3,619,546 | $1,165,689 | $2,453,857 |
| June 30, 2023 | 990 | $4,121,138 | $4,134,422 | -$13,284 | $3,659,185 | $1,135,696 | $2,523,489 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $436,945
- of which government grants
- $259,241
- Program service revenue
- $4,279,210
- Investment income
- $68,171
- Net income from fundraising events
- $71,048
- Other revenue
- $71,048
Expenses
- Grants and similar amounts paid
- $139,014
- Compensation of officers, directors and key employees
- $95,516
- Other salaries and wages
- $2,469,497
- Salaries, compensation and benefits (total)
- $3,309,263
- Professional fundraising fees
- $0
- Legal fees
- $150
- Accounting fees
- $10,250
- Occupancy
- $151,204
- Depreciation
- $192,942
- Program services (functional)
- $3,520,586
- Management and general (functional)
- $1,016,861
Balance sheet and other
- Total assets, start of year
- $3,619,546
- Total assets, end of year
- $4,017,605
- Total liabilities, end of year
- $1,245,821
- Net assets, end of year
- $2,771,784
- Land, buildings and equipment
- $1,584,423
- Net assets without donor restrictions
- $2,562,842
- Net assets with donor restrictions
- $208,942
- Gross receipts
- $4,898,679
- Employees
- 77
- Volunteers
- 172
- Year formed
- 1968
- State of legal domicile
- OH
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 | Other / benefits |
|---|---|---|---|---|
| BRIAN LOWER | HEAD OF SCHO Officer | 40 | $92,520 | $2,996 |
| JOHN WICKHAM | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| BRIAN ANAYA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROB TAFRATE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| KIM SAUER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CARL FALLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRANDON KELLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARTY SHEA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHEENA HELMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICOLE MADSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JESSICA SCHUEREN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NAT SHEPPARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT GRIFFIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHANIE WICKHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHANIE SPEED | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRENDA HUTH | HEAD OF SCHO Officer | 40 | $78,862 | $6,090 |
| BRIAN LOWER | HEAD OF SCHO Officer | 40 | $45,963 | $1,600 |
| JOHN WICKHAM | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| BRIAN ANAYA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROB TAFRATE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| KIM SAUER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL VAN TREESE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRANDON KELLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARTY SHEA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHEENA HELMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICOLE MADSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ZAC LAUMER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NAT SHEPPARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHLOE VONDERAU | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHANIE WICKHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRENDA HUTH | HEAD OF SCHO Officer | 50 | $106,607 | $10,145 |
| MAGGIE SALAH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN WICKHAM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JEFF HEYER-JONES | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| KIM SAUER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN ANAYA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN HELMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIA LOGOTHETIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHEENA HELMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICOLE MADSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZAC LAUMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NAT SHEPPARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB TAFRATE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRIAN LOWER | HEAD OF SCHO Officer | 50 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 933 HAMLET ST, COLUMBUS, OH 43201-3536
- Principal officer (990 for 2024)
- BRIAN LOWER, 933 HAMLET STREET, COLUMBUS, OH 43201
- Signed the 990
- BRIAN LOWER, HEAD OF SCHOOL
- Phone
- (614) 291-8601
- Website
- HTTP://SJMS.NET
- Return prepared by
- WINKEL GREEN & COMPANY LLP
Mission
ST. JOSEPH MONTESSORI SCHOOL IS A CATHOLIC MONTESSORI COMMUNITY COMMITTED TO A LEARNING ENVIRONMENT THAT RESPECTS THE UNIQUENESS OF EACH CHILD IN REACHING HIS/HER FULL POTENTIAL.
Program accomplishments
- PRIVATE CATHOLIC SCHOOL BASED ON MONTESSORI APPROACH TO EDUCATION. DAY CARE AND AFTER SCHOOL PROGRAMS AVAILABLE FOR STUDENTS. TOTAL ENROLLMENT - 288 STUDENTS PRE-SCHOOL THRU 8TH GRADEExpenses $3,520,586 · grants $139,014
What it must file and when
IRS records say it files Not required (religious organization). 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
- 31-0912807
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Not required (religious organization)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $4,017,605
- Income (IRS master file)
- $4,898,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,855,374 | $4,537,447 | $4,017,605 | IRS |
| 990 | June 2024 | $4,276,995 | $4,346,627 | $3,619,546 | XML |
| 990 | June 2023 | $4,121,138 | $4,134,422 | $3,659,185 | XML |
| 990 | June 2022 | $3,520,771 | $3,541,093 | $3,177,377 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 31-0912807).
Questions about ST JOSEPH MONTESSORI SCHOOL
- What is the EIN of ST JOSEPH MONTESSORI SCHOOL?
- The employer identification number (EIN) of ST JOSEPH MONTESSORI SCHOOL is 31-0912807.
- Is ST JOSEPH MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ST JOSEPH MONTESSORI SCHOOL file?
- Form Not required (religious organization).
- When is the next return of ST JOSEPH 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 ST JOSEPH 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 ST JOSEPH MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names BRIAN LOWER.
- Who are the officers and directors of ST JOSEPH MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $92,520 (BRIAN LOWER, HEAD OF SCHO).
- How much revenue does ST JOSEPH MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,855,374, expenses of $4,537,447 and total assets of $4,017,605 at year end.
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