Nonprofit · EIN 34-1121877
HORIZON MONTESSORI SCHOOL
Tax-exempt · CLEVELAND HTS, OH 44118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $445,937 | $456,115 | -$10,178 | $918,389 | $40,111 | $878,278 |
| August 31, 2024 | 990 | $489,879 | $431,873 | $58,006 | $903,938 | $32,034 | $871,904 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $21,984
- Program service revenue
- $399,555
- Investment income
- $24,398
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $75,000
- Other salaries and wages
- $198,429
- Salaries, compensation and benefits (total)
- $306,748
- Professional fundraising fees
- $0
- Accounting fees
- $5,759
- Occupancy
- $39,000
- Depreciation
- $7,252
- Program services (functional)
- $329,645
- Management and general (functional)
- $126,470
Balance sheet and other
- Total assets, start of year
- $903,938
- Total assets, end of year
- $918,389
- Total liabilities, end of year
- $40,111
- Net assets, end of year
- $878,278
- Land, buildings and equipment
- $148,107
- Publicly traded securities
- $544,895
- Gross receipts
- $445,937
- Employees
- 9
- Volunteers
- 15
- Year formed
- 1973
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Roberto | Executive Director Trustee or director, Key employee, Highest-paid employee | 30 | $75,000 |
| Charles Zellmer | Trustee / Member Trustee or director | 3 | $0 |
| Mitchell Opalich | Trustee / Member Trustee or director | 3 | $0 |
| Fiona Payne Wollman | Trustee / Member Trustee or director | 3 | $0 |
| Jeff Lucier | Vice President Trustee or director, Officer | 3 | $0 |
| Daniel Schmidt | President Trustee or director, Officer | 3 | $0 |
| Carla Chokel Macklin | Trustee / Member Trustee or director | 3 | $0 |
| Brendan Lucas | Trustee / Member Trustee or director | 3 | $0 |
| Chauncey Keller | Secretary Trustee or director, Officer | 3 | $0 |
990 for the year ended August 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Roberto | Executive Director Trustee or director, Key employee, Highest-paid employee | 30 | $75,000 |
| Charles Zellmer | Trustee / Member Trustee or director | 3 | $0 |
| Mitchell Opalich | Trustee / Member Trustee or director | 3 | $0 |
| Fiona Payne Wollman | Trustee / Member Trustee or director | 3 | $0 |
| Jeff Lucier | Vice President Trustee or director, Officer | 3 | $0 |
| Daniel Schmidt | President Trustee or director, Officer | 3 | $0 |
| Carla Chokel Macklin | Trustee / Member Trustee or director | 3 | $0 |
| Brendan Lucas | Trustee / Member Trustee or director | 3 | $0 |
| Chauncey Keller | Secretary Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3175 MAYFIELD RD, CLEVELAND HTS, OH 44118-1723
- In care of
- % DIANE ROBERTO
- Principal officer (990 for 2024)
- Diane Roberto, 3175 Mayfield Road, Cleveland Heights, OH 44118
- Signed the 990
- Diane Roberto, Executive Director
- Phone
- (216) 321-9034
- Return prepared by
- Glavic Grassi CPA Inc
Mission
To provide educational services to children from 18 months through kindergarten age using a Montessori developmental approach.
Program accomplishments
- EDUCATIONAL SERVICESExpenses $329,645 · revenue $399,555
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 34-1121877
- 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
- 1984
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $918,389
- Income (IRS master file)
- $445,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $445,937 | $456,115 | $918,389 | XML |
| 990 | August 2024 | $489,879 | $431,873 | $903,938 | XML |
| 990 | August 2023 | $400,010 | $408,987 | $868,074 | IRS |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | 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 34-1121877).
Questions about HORIZON MONTESSORI SCHOOL
- What is the EIN of HORIZON MONTESSORI SCHOOL?
- The employer identification number (EIN) of HORIZON MONTESSORI SCHOOL is 34-1121877.
- Is HORIZON MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to HORIZON MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HORIZON 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 HORIZON MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HORIZON MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of HORIZON MONTESSORI SCHOOL?
- The 990 for the year ended August 31, 2025 names Diane Roberto.
- Who are the officers and directors of HORIZON MONTESSORI SCHOOL?
- The 990 for the year ended August 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $75,000 (Diane Roberto, Executive Director).
- How much revenue does HORIZON MONTESSORI SCHOOL have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $445,937, expenses of $456,115 and total assets of $918,389 at year end.
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