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Nonprofit · EIN 31-1712963

MONTESSORI EDUCATION TRUST INC

Tax-exempt · CHARLOTTESVLE, VA 22901

Financials

$1.2M$1.3M2022$1.2M$1.2M2023$1.1M$1M2024$1.4M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of MONTESSORI EDUCATION TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990$1,425,281$1,312,626$112,655$1,975,287$1,450,838$524,449
May 31, 2025990$1,108,204$1,042,087$66,117$1,918,181$1,506,387$411,794
May 31, 2024990$1,185,302$1,205,254-$19,952$2,005,507$1,659,830$345,677
May 31, 2023990$1,235,875$1,287,176-$51,301$1,959,626$1,593,997$365,629
Financial details: 990 for the year ended May 31, 2026

Revenue

Contributions, gifts and grants
$29,314
Program service revenue
$1,377,785
Investment income
$18,182
Other revenue
$0

Expenses

Grants and similar amounts paid
$77,203
Compensation of officers, directors and key employees
$131,090
Other salaries and wages
$623,910
Salaries, compensation and benefits (total)
$896,803
Professional fundraising fees
$0
Legal fees
$1,455
Accounting fees
$1,400
Occupancy
$6,640
Depreciation
$48,291
Program services (functional)
$1,181,534
Management and general (functional)
$123,680
Fundraising (functional)
$7,412

Balance sheet and other

Total assets, start of year
$1,918,181
Total assets, end of year
$1,975,287
Total liabilities, end of year
$1,450,838
Net assets, end of year
$524,449
Land, buildings and equipment
$1,701,454
Net assets without donor restrictions
$524,449
Gross receipts
$1,425,281
Employees
38
Volunteers
0
Year formed
2000
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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
MAURIE CARRTREASURER
Trustee or director, Officer
1$0
CAMERON NYSTROMSECRETARY
Trustee or director, Officer
1$0
JULIE WHALENDIRECTOR
Trustee or director
1$0
CAITLIN RIOPELCHAIR
Trustee or director, Officer
1$0
DAVE BOSHDIRECTOR
Trustee or director
1$0
GLORIA BOESENBERGPROGRAM DIRECTOR
Trustee or director
1$0
SOREN JONESPROGRAM DIRECTOR,NON-VOTING
Trustee or director
0.5$0
VRINDA ABHYANKARDIRECTOR
Trustee or director
1$0
MEGAN DONOVANDIRECTOR
Trustee or director
1$0
990 for the year ended May 31, 2025: 10 people
NameTitleHours / weekCompensation
SOREN JONESTREASURER
Trustee or director, Officer
1$0
KELLY CARWILESECRETARY
Trustee or director, Officer
1$0
KATIE SHEVLINDIRECTOR
Trustee or director
1$0
CAITLIN RIOPELCHAIR
Trustee or director, Officer
1$0
KIMBERLY SAUNDERSDIRECTOR
Trustee or director
1$0
GLORIA BOESENBERGPROGRAM DIRECTOR, NON-VOTING
Trustee or director
1$0
LINDSEY MUNSONEMERITUS DIRECTOR, NON-VOTING
Trustee or director
0.5$0
VRINDA ABHYANKARDIRECTOR
Trustee or director
1$0
EMMA GIVENSDIRECTOR
Trustee or director
1$0
JIM PUOPOLODIRECTOR
Trustee or director
1$0
990 for the year ended May 31, 2024: 5 people
NameTitleHours / weekCompensation
LINDSEY MUNSONTREASURER
Trustee or director, Officer
1$80,882
COREY LLOYDPROGRAM DIRECTOR
Trustee or director
1$65,568
KELLY CARWILESECRETARY
Trustee or director, Officer
1$0
KATIE SHEVLINCHAIR-INTERIM
Trustee or director, Officer
1$0
KIMBERLY SAUNDERSDIRECTOR
Trustee or director
1$0
990 for the year ended May 31, 2023: 5 people
NameTitleHours / weekCompensation
LINDSEY MUNSONTREASURER
Trustee or director, Officer
1$80,180
COREY LLOYDPROGRAM DIRECTOR
Trustee or director
1$64,081
KELLY CARWILESECRETARY
Trustee or director, Officer
1$0
KATIE SHEVLINCHAIR-INTERIM
Trustee or director, Officer
1$0
KIMBERLY SAUNDERSDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
631 CUTLER LN, CHARLOTTESVLE, VA 22901-3951
In care of
% LINDSEY MUNSON
Principal officer (990 for 2025)
SOREN JONES, 631 CUTLER LAND, CHARLOTTESVILLE, VA 22901
Signed the 990
SOREN JONES, DIRECTOR
Phone
(434) 295-9055
Return prepared by
DAVID W MARSHALL CPA PLLC

Mission

TO EDUCATE FOLLOWING THE PHILOSOPHY AND PRACTICE OF DR. MARIA MONTESSORI, FOSTERING PERSONAL INDEPENDENCE AND SOCIAL RESPONSIBILITY IN EACH INDIVIDUAL. THE SCHOOL ENROLLS CHILDREN AGES 21 MONTHS THROUGH KINDERGARTEN AND IS OPEN TO CHILDREN OF ALL BACKGROUNDS.

990 for the year ended May 31, 2026

Program accomplishments

  • EDUCATIONAL SERVICE USING THE MONTESSORI CURRICULUM.
    Expenses $1,181,534 · grants $77,203 · revenue $1,377,785

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990 on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
31-1712963
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2001
Accounting year ends
May
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,975,287
Income (IRS master file)
$1,425,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2026$1,425,281$1,312,626$1,975,287XML
990May 2025$1,108,204$1,042,087$1,918,181XML
990May 2024$1,185,302$1,205,254$2,005,507XML
990May 2023$1,235,875$1,287,176$1,959,626XML
990May 2022$1,349,567$1,150,584$2,048,788IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 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 31-1712963).

Questions about MONTESSORI EDUCATION TRUST INC

What is the EIN of MONTESSORI EDUCATION TRUST INC?
The employer identification number (EIN) of MONTESSORI EDUCATION TRUST INC is 31-1712963.
Is MONTESSORI EDUCATION TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MONTESSORI EDUCATION TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI EDUCATION TRUST INC 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 MONTESSORI EDUCATION TRUST INC due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTESSORI EDUCATION TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2026.
Who is the principal officer of MONTESSORI EDUCATION TRUST INC?
The 990 for the year ended May 31, 2026 names SOREN JONES.
Who are the officers and directors of MONTESSORI EDUCATION TRUST INC?
The 990 for the year ended May 31, 2026 lists 9 people; 0 received compensation from the organization.
How much revenue does MONTESSORI EDUCATION TRUST INC have?
On its 990 for the year ended May 31, 2026 it reported revenue of $1,425,281, expenses of $1,312,626 and total assets of $1,975,287 at year end.

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