Nonprofit · EIN 46-0878707
PORTLAND MONTESSORI SCHOOL
Tax-exempt · PORTLAND, OR 97213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,938,037 | $2,652,371 | $285,666 | $2,318,818 | $1,524,583 | $794,235 |
| June 30, 2024 | 990 | $2,211,202 | $2,372,268 | -$161,066 | $2,135,506 | $1,650,214 | $485,292 |
| June 30, 2023 | 990 | $2,405,588 | $2,317,483 | $88,105 | $2,438,023 | $1,791,665 | $646,358 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $932,144
- of which government grants
- $724,708
- Program service revenue
- $1,931,962
- Investment income
- $24,764
- Net income from fundraising events
- $45,304
- Other revenue
- $49,167
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $140,719
- Other salaries and wages
- $1,638,360
- Salaries, compensation and benefits (total)
- $2,107,678
- Professional fundraising fees
- $0
- Legal fees
- $3,437
- Accounting fees
- $41,755
- Occupancy
- $246,349
- Depreciation
- $4,824
- Program services (functional)
- $2,135,245
- Management and general (functional)
- $429,606
- Fundraising (functional)
- $87,520
Balance sheet and other
- Total assets, start of year
- $2,135,506
- Total assets, end of year
- $2,318,818
- Total liabilities, end of year
- $1,524,583
- Net assets, end of year
- $794,235
- Land, buildings and equipment
- $35,104
- Publicly traded securities
- $478,419
- Net assets without donor restrictions
- $613,185
- Net assets with donor restrictions
- $181,050
- Gross receipts
- $2,944,882
- Employees
- 61
- Volunteers
- 50
- Year formed
- 2012
- State of legal domicile
- OR
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 | Other / benefits |
|---|---|---|---|---|
| JONATHAN MYERS | EXECUTIVE DIRECTOR Officer | 40 | $151,877 | $4,348 |
| JENI AXLINE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA WILLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| EMMA ANHOLT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA WEST | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WHIT PENDERGAST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NAURRY KWON | BOARD MEMBER (THROUGH 9/6/25) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENIZ CONGER | INTERIM EXECUTIVE DIRECTOR 7/2023-9/1/2023 Officer | 40 | $85,385 |
| JONATHAN MYERS | EXECUTIVE DIRECTOR Officer | 40 | $76,079 |
| LISA TRAXLER | SECRETARY Trustee or director, Officer | 2 | $0 |
| JESSICA WILLEY | BOARD CHAIR Trustee or director, Officer | 2 | $0 |
| LARA SMITH | SECRETARY BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| ANDREA SOMMER | TREASURER Trustee or director, Officer | 1 | $0 |
| JENI AXLINE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOANNA PERINI-ABBOTT | BOARD MEMBER Trustee or director | 1 | $0 |
| COURTNEY MCFATE | BOARD MEMBER Trustee or director | 1 | $0 |
| EMMA ANHOLT | BOARD MEMBER Trustee or director | 1 | $0 |
| NAURRY KWON | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA CARTER | EXECUTIVE DIRECTOR Officer | 40 | $74,184 | $6,023 |
| DENIZ CONGER | INTERIM EXECUTIVE DIRECTOR Officer | 40 | $32,840 | $736 |
| JESSICA WILLEY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA TRAXLER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANDREA SOMMER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JENI AXLINE | VUICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LARA SMITH | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY MCFATE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EMMA ANHOLT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NAURRY KWON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW BAIRD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ABBY MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA PESCHIERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY STATA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNA PERINI-ABBOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN MYERS | EXECUTIVE DIRECTOR Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 205 NE 50TH AVE, PORTLAND, OR 97213-2909
- In care of
- % ALEXIS MARTIN
- Principal officer (990 for 2024)
- JONATHAN MYERS, 205 NE 50TH AVE, PORTLAND, OR 97213
- Signed the 990
- JONATHAN MYERS, EXECUTIVE DIRECTOR
- Phone
- (503) 688-2992
- Website
- WWW.PORTLANDMONTESSORI.ORG
- Return prepared by
- MCDONALD JACOBS PC
Mission
THE PORTLAND MONTESSORI SCHOOL GUIDES EACH CHILDS JOYFUL QUEST TO REACH HIS OR HER INTELLECTUAL, SPIRITUAL, SOCIAL AND EMOTIONAL POTENTIAL WITHIN A DIVERSE, NURTURING LEARNING COMMUNITY AS WE ADHERE TO THE MONTESSORI PRINCIPLES OF THE ASSOCIATION MONTESSORI INTL. THE PORTLAND MONTESSORI SCHOOL INSPIRES THE WORLD'S FUTURE LEADERS AND:PROVIDES HIGH-FIDELITY MONTESSORI EDUCATION FOR ALLINVESTS IN PEOPLE TO DEVELOP A PASSION FOR LIFELONG LEARNINGLEADS ADVOCACY EFFORTS THAT IMPACT EDUCATIONAL POLICIESCREATES CONNECTED COMMUNITYDEVELOPS CULTURALLY RESPONSIVE, EQUITABLE, AND INCLUSIVE ENVIRONMENTS
Program accomplishments
- THE SCHOOL EDUCATES CHILDREN FROM AGES 15 - 30 MONTHS IN OUR TODDLER PROGRAM, 2 1/2 TO 6 IN ITS PRIMARY PROGRAM AND STUDENTS IN GRADES ONE THROUGH SIX IN ITS ELEMENTARY PROGRAM, ACCORDING TO THE MONTESSORI METHOD. ADDITIONALLY, AFTER SCHOOL ENRICHMENT PROGRAMS AND SCHOOL BREAK CAMPS ARE OFFERED.Expenses $2,135,245 · revenue $1,935,825
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
- 46-0878707
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $2,318,818
- Income (IRS master file)
- $2,944,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,938,037 | $2,652,371 | $2,318,818 | IRS |
| 990 | June 2024 | $2,211,202 | $2,372,268 | $2,135,506 | IRS |
| 990 | June 2023 | $2,405,588 | $2,317,483 | $2,438,023 | XML |
| 990 | June 2022 | $2,409,801 | $2,047,723 | $773,625 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 46-0878707).
Questions about PORTLAND MONTESSORI SCHOOL
- What is the EIN of PORTLAND MONTESSORI SCHOOL?
- The employer identification number (EIN) of PORTLAND MONTESSORI SCHOOL is 46-0878707.
- Is PORTLAND MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PORTLAND MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLAND 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 PORTLAND 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 PORTLAND 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 PORTLAND MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names JONATHAN MYERS.
- Who are the officers and directors of PORTLAND MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $151,877 (JONATHAN MYERS, EXECUTIVE DIRECTOR).
- How much revenue does PORTLAND MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,938,037, expenses of $2,652,371 and total assets of $2,318,818 at year end.
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