Nonprofit · EIN 45-5138320
SOUTHWEST MONTESSORI ACADEMY
Tax-exempt · FORT WAYNE, IN 46804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $500,594 | $410,772 | $89,822 | $940,166 | $316,186 | $623,980 |
| June 30, 2024 | 990 | $472,283 | $376,942 | $95,341 | $955,380 | $421,222 | $534,158 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $80,378
- Program service revenue
- $408,604
- Investment income
- $1,903
- Net gain from sales of assets
- $35
- Net income from fundraising events
- $2,319
- Net income from sales of inventory
- -$1,934
- Other revenue
- $9,709
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $49,440
- Other salaries and wages
- $216,912
- Salaries, compensation and benefits (total)
- $287,177
- Professional fundraising fees
- $0
- Legal fees
- $2,014
- Accounting fees
- $14,986
- Occupancy
- $59,582
- Depreciation
- $3,859
- Program services (functional)
- $267,965
- Management and general (functional)
- $78,410
- Fundraising (functional)
- $64,397
Balance sheet and other
- Total assets, start of year
- $955,380
- Total assets, end of year
- $940,166
- Total liabilities, end of year
- $316,186
- Net assets, end of year
- $623,980
- Land, buildings and equipment
- $50,774
- Net assets without donor restrictions
- $586,115
- Net assets with donor restrictions
- $37,865
- Gross receipts
- $514,997
- Employees
- 13
- Volunteers
- 35
- Year formed
- 2013
- State of legal domicile
- IN
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 |
|---|---|---|---|
| Karrin Marquell | Executive Dir. Officer | 40 | $49,440 |
| John Todd | President Trustee or director, Officer | 2 | $0 |
| Erik Olson Resigned | Vice President Trustee or director, Officer | 2 | $0 |
| Amy Stoffel | Treasurer Trustee or director, Officer | 2 | $0 |
| Jen Wey | Secretary Trustee or director, Officer | 2 | $0 |
| Pam Sampson | Director Trustee or director | 2 | $0 |
| Diana Sciortino Bishop | Director Trustee or director | 2 | $0 |
| Laura McLinden | Director Trustee or director | 2 | $0 |
| Bridget York Resigned | Director Trustee or director | 2 | $0 |
| Jessica Craft Resigned | Director Trustee or director | 2 | $0 |
| Ashli Rice Resigned | Director Trustee or director | 2 | $0 |
| Vyju Kadambi | Founder/Dir. Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karrin Marquell | Executive Dir. Officer | 40 | $47,464 |
| John Tod | President Trustee or director, Officer | 2 | $0 |
| Jessica Craft | Vice President Trustee or director, Officer | 2 | $0 |
| Amy Stoffel | Treasurer Trustee or director, Officer | 2 | $0 |
| Ashli Rice | Secretary Trustee or director, Officer | 2 | $0 |
| Erik Olson | Director Trustee or director | 2 | $0 |
| Vyju Kadambi | Director Trustee or director | 2 | $0 |
| Bridget York | Director Trustee or director | 2 | $0 |
| Diana Sciortino Bishop | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1625 MAGNAVOX WAY, FORT WAYNE, IN 46804-1556
- Principal officer (990 for 2024)
- John Tod
- Signed the 990
- Amy Stoffel, Treasurer
- Phone
- (260) 434-4450
- Return prepared by
- Targeted Services PC
Mission
To nurture and inspire the love of learning as each child prepares for life.
Program accomplishments
- Southwest Montessori Academy's mission is to nurture and inspire the love of learning as each child prepares for life. With children, families, and an inclusive community at our core, we live these values and served 40 students during the 2024/2025 fiscal academic year.Create an environment of belonging and contributionEncourage confidence, compassion, curiosity, and respectCultivate socially and environmentally mindful citizensProvide a personalized education driven by Montessori principlesExpenses $267,965 · revenue $408,604
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
- 45-5138320
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $940,166
- Income (IRS master file)
- $514,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $500,594 | $410,772 | $940,166 | IRS |
| 990 | June 2024 | $472,283 | $376,942 | $955,380 | XML |
| 990 | June 2023 | $414,337 | $332,890 | $768,506 | IRS |
| 990 | June 2022 | $399,492 | $287,403 | $624,290 | IRS |
| 990 | June 2021 | – | – | – | 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 45-5138320).
Questions about SOUTHWEST MONTESSORI ACADEMY
- What is the EIN of SOUTHWEST MONTESSORI ACADEMY?
- The employer identification number (EIN) of SOUTHWEST MONTESSORI ACADEMY is 45-5138320.
- Is SOUTHWEST MONTESSORI ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SOUTHWEST MONTESSORI ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST MONTESSORI ACADEMY 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 SOUTHWEST MONTESSORI ACADEMY 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 SOUTHWEST MONTESSORI ACADEMY 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 SOUTHWEST MONTESSORI ACADEMY?
- The 990 for the year ended June 30, 2025 names John Tod.
- Who are the officers and directors of SOUTHWEST MONTESSORI ACADEMY?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $49,440 (Karrin Marquell, Executive Dir.).
- How much revenue does SOUTHWEST MONTESSORI ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $500,594, expenses of $410,772 and total assets of $940,166 at year end.
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