Nonprofit · EIN 46-5685413
SOUTHLAKE MONTESSORI
Tax-exempt · SOUTHLAKE, TX 76092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $490,190 | $580,777 | -$90,587 | $417,194 | $129,375 | $287,819 |
| June 30, 2024 | 990 | $637,914 | $558,649 | $79,265 | $486,204 | $106,713 | $379,491 |
| June 30, 2023 | 990 | $599,729 | $474,894 | $124,835 | $465,923 | $165,697 | $300,226 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,517
- Program service revenue
- $452,369
- Investment income
- $17,035
- Net income from fundraising events
- $4,329
- Net income from sales of inventory
- $940
- Other revenue
- $5,269
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $85,000
- Other salaries and wages
- $221,117
- Salaries, compensation and benefits (total)
- $338,581
- Professional fundraising fees
- $0
- Legal fees
- $640
- Accounting fees
- $6,752
- Occupancy
- $143,560
- Program services (functional)
- $571,868
- Management and general (functional)
- $8,909
Balance sheet and other
- Total assets, start of year
- $486,204
- Total assets, end of year
- $417,194
- Total liabilities, end of year
- $129,375
- Net assets, end of year
- $287,819
- Gross receipts
- $495,303
- Employees
- 11
- Year formed
- 2014
- State of legal domicile
- TX
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 |
|---|---|---|---|
| DEBRA RIORDAN | HEADMASTER/V Trustee or director, Officer | 40 | $85,000 |
| CRISTINA SCOTT | PRESIDENT Officer | 1 | $0 |
| BONNIE HAMILTON | SECRETARY Officer | 1 | $0 |
| OMAR GARZA | BOARD MEMBER Trustee or director | 1 | $0 |
| SEAN YAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA RIORDAN | HEADMASTER/V Trustee or director, Officer | 40 | $42,779 |
| BONNIE HAMILTON | SECRETARY Officer | 1 | $0 |
| CRISTINA SCOTT | PRESIDENT Officer | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA RIORDAN | HEADMASTER/V Trustee or director, Officer | 40 | $66,000 |
| BONNIE HAMILTON | SECRETARY Officer | 1 | $0 |
| CRISTINA SCOTT | PRESIDENT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 441 MARSHALL RD, SOUTHLAKE, TX 76092-2213
- In care of
- % DEBRA RIORDAN
- Mailing address (990-N for 2013)
- 401 N Carroll Ave Ste 187, Southlake TX 76092
- Principal officer (990 for 2024)
- CRISTINA SCOTT, 2490 TREE HOUSE DR, WOODBRIDGE, VA 22192
- Principal officer (990-N for 2013)
- Debra Riordan, 401 N Carroll Ave Ste 187, Southlake TX 76092
- Signed the 990
- DEBRA RIORDAN, HEADMASTER/V-PRES
- Phone
- (817) 756-1726
- Website
- www.southlakemontessori.org
- Return prepared by
- PSK LLP
Mission
SOUTHLAKE MONTESSORI HAS ONLY ONE PURPOSE AND THAT IS TO PROVIDE AMI RECOGNIZED, MONTESSORI EDUCATION TO CHILDREN AGES 15 MONTHS TO 12 YEARS. OUR COMMUNITY IS COMPOSED OF 40 STUDENTS (7 TODDLER AGE SUDENTS, 19 STUDENTS IN OUR PRIMARY LEVEL AGES 3 TO 6 YEARS, AND 14 STUDENTS IN OUR ELEMENTARY LEVEL AGES 6 TO 12 YEARS.) WE FOLLOW A TRADITIONAL SCHOOL CALENDAR FROM AUGUST THROUGH JUNE WITH BREAKS AND MAJOR HOLIDAYS FOLLOWING FOR THE MOST PART THAT OF THE LOCAL PUBLIC SCHOOL DISTRICT.
Program accomplishments
- PROVIDED AUTHENTIC, AMI-RECOGNIZED MONTESSORI EDUCATION TO CHILDREN AGES THREE TO TWELVE. THEY ARE WITH US FIVE DAYS A WEEK DURING THE SCHOOL YEAR WITH MOST HERE FROM 8A.M.- 3:30 P.M. EACH DAY. WE ALSO PROVIDED FOUR PARENT EDUCATION EVENTS THROUGHOUT THE YEAR.Expenses $571,868
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
- 46-5685413
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $417,194
- Income (IRS master file)
- $495,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $490,190 | $580,777 | $417,194 | XML |
| 990 | June 2024 | $637,914 | $558,649 | $486,204 | XML |
| 990 | June 2023 | $599,729 | $474,894 | $465,923 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Debra Riordan | 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 46-5685413).
Questions about SOUTHLAKE MONTESSORI
- What is the EIN of SOUTHLAKE MONTESSORI?
- The employer identification number (EIN) of SOUTHLAKE MONTESSORI is 46-5685413.
- Is SOUTHLAKE MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SOUTHLAKE MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHLAKE MONTESSORI 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 SOUTHLAKE MONTESSORI 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 SOUTHLAKE MONTESSORI 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 SOUTHLAKE MONTESSORI?
- The 990 for the year ended June 30, 2025 names CRISTINA SCOTT.
- Who are the officers and directors of SOUTHLAKE MONTESSORI?
- The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $85,000 (DEBRA RIORDAN, HEADMASTER/V).
- How much revenue does SOUTHLAKE MONTESSORI have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $490,190, expenses of $580,777 and total assets of $417,194 at year end.
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