Nonprofit · EIN 46-0872502
MAGNOLIA MONTESSORI ACADEMY INC
Also known as MAGNOLIA MONTESSORI ACADEMY
Tax-exempt · LAKELAND, FL 33815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,299,331 | $2,234,003 | $65,328 | $2,926,186 | $2,017,448 | $908,738 |
| June 30, 2024 | 990 | $2,179,891 | $2,056,612 | $123,279 | $2,912,171 | $2,068,761 | $843,410 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $312,358
- of which government grants
- $43,956
- Program service revenue
- $1,935,988
- Investment income
- $25,906
- Other revenue
- $25,079
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $155,000
- Other salaries and wages
- $1,170,912
- Salaries, compensation and benefits (total)
- $1,597,010
- Professional fundraising fees
- $0
- Accounting fees
- $22,850
- Depreciation
- $82,745
- Program services (functional)
- $1,876,491
- Management and general (functional)
- $357,512
Balance sheet and other
- Total assets, start of year
- $2,912,171
- Total assets, end of year
- $2,926,186
- Total liabilities, end of year
- $2,017,448
- Net assets, end of year
- $908,738
- Land, buildings and equipment
- $2,357,679
- Gross receipts
- $2,299,331
- Employees
- 48
- Volunteers
- 200
- Year formed
- 2012
- State of legal domicile
- FL
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 |
|---|---|---|---|
| KATE HARRIS | PRINCIPAL Officer | 50 | $80,000 |
| TAMMI CROTTEAU | DIRECTOR OF FINANCE Officer | 50 | $75,000 |
| MCKARA CALHOUN | SECRETARY Trustee or director | 2 | $0 |
| DOUG WARRICK | TREASURER Trustee or director | 2 | $0 |
| KRISTI GREGORY | PRESIDENT Trustee or director | 2 | $0 |
| CORY CHASTANG | BOARD MEMBER Trustee or director | 2 | $0 |
| JOANN EVANS | BOARD MEMBER Trustee or director | 2 | $0 |
| MICHAEL STRATTON | VICE PRESIDENT Trustee or director | 2 | $0 |
| LINDA JEZARD | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATE HARRIS | PRINCIPAL Officer | 50 | $80,000 |
| TAMMI CROTTEAU | DIRECTOR OF FINANCE Officer | 50 | $75,000 |
| MCKARA CALHOUN | SECRETARY Trustee or director | 2 | $0 |
| DOUG WARRICK | TREASURER Trustee or director | 2 | $0 |
| KRISTI GREGORY | PRESIDENT Trustee or director | 2 | $0 |
| CORY CHASTANG | BOARD MEMBER Trustee or director | 2 | $0 |
| JOANN EVANS | BOARD MEMBER Trustee or director | 2 | $0 |
| MICHAEL STRATTON | VICE PRESIDENT Trustee or director | 2 | $0 |
| LINDA JEZARD | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 815 S CENTRAL AVE, LAKELAND, FL 33815-4401
- In care of
- % TAMMI CROTTEAU
- Mailing address (990-N for 2013)
- 1540 New Jersey Road, Lakeland FL 33803
- Principal officer (990 for 2024)
- DOUG WARRICK, 815 S CENTRAL AVENUE, LAKELAND, FL 33815
- Principal officer (990-N for 2013)
- John Iskra, 1540 New Jersey Road, Lakeland FL 33803
- Signed the 990
- DOUG WARRICK, TREASURER
- Phone
- (863) 797-4991
- Return prepared by
- BKHM PA
Mission
TO PROVIDE A SUPPORTIVE EDUCATIONAL ENVIRONMENT FOR CHILDREN, REGARDLESS OF INCOME, RACE OR ETHNIC BACKGROUND.
Program accomplishments
- OPERATION OF A PUBLIC CHARTER SCHOOL MONTESSORI PROGRAM, OPEN TO CHILDREN REGARDLESS OF INCOME, RACE, OR ETHNIC BACKGROUND. SERVED APPROXIMATELY 178 STUDENTS LAST FISCAL YEAR.Expenses $1,876,491 · revenue $1,935,988
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
- 46-0872502
- 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
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $2,926,186
- Income (IRS master file)
- $2,299,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,299,331 | $2,234,003 | $2,926,186 | XML |
| 990 | June 2024 | $2,179,891 | $2,056,612 | $2,912,171 | IRS |
| 990 | June 2023 | $2,238,616 | $2,026,359 | $746,780 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: John Iskra | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-0872502).
Questions about MAGNOLIA MONTESSORI ACADEMY INC
- What is the EIN of MAGNOLIA MONTESSORI ACADEMY INC?
- The employer identification number (EIN) of MAGNOLIA MONTESSORI ACADEMY INC is 46-0872502.
- Is MAGNOLIA MONTESSORI ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MAGNOLIA MONTESSORI ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MAGNOLIA MONTESSORI ACADEMY 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 MAGNOLIA MONTESSORI ACADEMY INC 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 MAGNOLIA MONTESSORI ACADEMY INC 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 MAGNOLIA MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 names DOUG WARRICK.
- Who are the officers and directors of MAGNOLIA MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $80,000 (KATE HARRIS, PRINCIPAL).
- How much revenue does MAGNOLIA MONTESSORI ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,299,331, expenses of $2,234,003 and total assets of $2,926,186 at year end.
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