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Nonprofit · EIN 31-0912807

ST JOSEPH MONTESSORI SCHOOL

Tax-exempt · COLUMBUS, OH 43201

Financials

$4.1M$4.1M2022$4.3M$4.3M2023$4.9M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of ST JOSEPH MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,855,374$4,537,447$317,927$4,017,605$1,245,821$2,771,784
June 30, 2024990$4,276,995$4,346,627-$69,632$3,619,546$1,165,689$2,453,857
June 30, 2023990$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.

NameTitleHours / weekCompensationOther / benefits
BRIAN LOWERHEAD OF SCHO
Officer
40$92,520$2,996
JOHN WICKHAMPRESIDENT
Trustee or director, Officer
4$0$0
BRIAN ANAYATREASURER
Trustee or director, Officer
2$0$0
ROB TAFRATEVICE PRESIDE
Trustee or director, Officer
2$0$0
KIM SAUERSECRETARY
Trustee or director, Officer
2$0$0
CARL FALLERBOARD MEMBER
Trustee or director
2$0$0
BRANDON KELLYBOARD MEMBER
Trustee or director
2$0$0
MARTY SHEABOARD MEMBER
Trustee or director
2$0$0
SHEENA HELMSBOARD MEMBER
Trustee or director
2$0$0
NICOLE MADSENBOARD MEMBER
Trustee or director
2$0$0
JESSICA SCHUERENBOARD MEMBER
Trustee or director
2$0$0
NAT SHEPPARDBOARD MEMBER
Trustee or director
2$0$0
SCOTT GRIFFINBOARD MEMBER
Trustee or director
2$0$0
STEPHANIE WICKHAMBOARD MEMBER
Trustee or director
2$0$0
STEPHANIE SPEEDBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
BRENDA HUTHHEAD OF SCHO
Officer
40$78,862$6,090
BRIAN LOWERHEAD OF SCHO
Officer
40$45,963$1,600
JOHN WICKHAMPRESIDENT
Trustee or director, Officer
4$0$0
BRIAN ANAYATREASURER
Trustee or director, Officer
2$0$0
ROB TAFRATEVICE PRESIDE
Trustee or director, Officer
2$0$0
KIM SAUERSECRETARY
Trustee or director, Officer
2$0$0
MICHAEL VAN TREESEBOARD MEMBER
Trustee or director
2$0$0
BRANDON KELLYBOARD MEMBER
Trustee or director
2$0$0
MARTY SHEABOARD MEMBER
Trustee or director
2$0$0
SHEENA HELMSBOARD MEMBER
Trustee or director
2$0$0
NICOLE MADSENBOARD MEMBER
Trustee or director
2$0$0
ZAC LAUMERBOARD MEMBER
Trustee or director
2$0$0
NAT SHEPPARDBOARD MEMBER
Trustee or director
2$0$0
CHLOE VONDERAUBOARD MEMBER
Trustee or director
2$0$0
STEPHANIE WICKHAMBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
BRENDA HUTHHEAD OF SCHO
Officer
50$106,607$10,145
MAGGIE SALAHPRESIDENT
Trustee or director, Officer
2$0$0
JOHN WICKHAMTREASURER
Trustee or director, Officer
1$0$0
JEFF HEYER-JONESVICE PRESIDE
Trustee or director, Officer
1$0$0
KIM SAUERSECRETARY
Trustee or director, Officer
1$0$0
BRIAN ANAYABOARD MEMBER
Trustee or director
1$0$0
KAREN HELMSBOARD MEMBER
Trustee or director
1$0$0
MARIA LOGOTHETISBOARD MEMBER
Trustee or director
1$0$0
SHEENA HELMSBOARD MEMBER
Trustee or director
1$0$0
NICOLE MADSENBOARD MEMBER
Trustee or director
1$0$0
ZAC LAUMERBOARD MEMBER
Trustee or director
1$0$0
NAT SHEPPARDBOARD MEMBER
Trustee or director
1$0$0
ROB TAFRATEBOARD MEMBER
Trustee or director
1$0$0
BRIAN LOWERHEAD 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
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.

990 for the year ended June 30, 2025

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 GRADE
    Expenses $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 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
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)
Assets (IRS master file)
$4,017,605
Income (IRS master file)
$4,898,679

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,855,374$4,537,447$4,017,605IRS
990June 2024$4,276,995$4,346,627$3,619,546XML
990June 2023$4,121,138$4,134,422$3,659,185XML
990June 2022$3,520,771$3,541,093$3,177,377IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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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