Nonprofit · EIN 52-0995239
THE MONTESSORI SCHOOL OF WESTMINSTER INC
Tax-exempt · WESTMINSTER, MD 21158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $2,236,363 | $2,069,875 | $166,488 | $5,328,540 | $2,332,302 | $2,996,238 |
| July 31, 2024 | 990 | $2,291,159 | $1,990,620 | $300,539 | $5,216,563 | $2,386,813 | $2,829,750 |
| July 31, 2023 | 990 | $2,313,712 | $1,997,477 | $316,235 | $4,967,287 | $2,438,076 | $2,529,211 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $99,798
- of which government grants
- $540
- Program service revenue
- $2,072,558
- Investment income
- $78,097
- Net income from fundraising events
- -$16,557
- Other revenue
- -$14,090
Expenses
- Grants and similar amounts paid
- $103,434
- Compensation of officers, directors and key employees
- $86,428
- Other salaries and wages
- $1,178,120
- Salaries, compensation and benefits (total)
- $1,384,601
- Professional fundraising fees
- $0
- Legal fees
- $641
- Accounting fees
- $15,776
- Occupancy
- $40,205
- Travel
- $3,365
- Depreciation
- $126,050
- Program services (functional)
- $1,694,944
- Management and general (functional)
- $340,258
- Fundraising (functional)
- $34,673
Balance sheet and other
- Total assets, start of year
- $5,216,563
- Total assets, end of year
- $5,328,540
- Total liabilities, end of year
- $2,332,302
- Net assets, end of year
- $2,996,238
- Land, buildings and equipment
- $1,948,680
- Publicly traded securities
- $1,252,129
- Net assets without donor restrictions
- $2,959,639
- Net assets with donor restrictions
- $36,599
- Gross receipts
- $2,262,145
- Employees
- 43
- Volunteers
- 110
- Year formed
- 1974
- State of legal domicile
- MD
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN WELSH-BAER | HEAD OF SCHO Officer | 40 | $81,008 | $15,321 |
| NICOLE ASSI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ENGLEBRAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH LIPPY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KELLY MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ED MOLARE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAYLA RAHIMI | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| PAUL SORENSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEFANI STEPHENSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHALANA COUSINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDI DOMINICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN WELSH-BAER | HEAD OF SCHO Officer | 40 | $65,259 | $21,420 |
| NICOLE ASSI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN BARBOUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG CHATFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JASON COLLINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ENGLEBRAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH LIPPY | SECRETARY/PR Trustee or director, Officer | 1 | $0 | $0 |
| HASSAN MIRZAEV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ED MOLARE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUG PIPER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| LAYLA RAHIMI | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SCHRIVER CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAUL SORENSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEFANI STEPHENSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW WOODARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KELLY MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JODI LUPCO | HEAD OF SCHO Officer | 40 | $113,660 | $761 |
| LAUREN WELSH-BAER | HEAD OF SCHO Officer | 40 | $0 | $372 |
| JASON COLLINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KAREN BARBOUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG CHATFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH LIPPY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| HASSAN MIRZAEV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ED MOLARE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG PIPER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SCHRIVER CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAUL SORENSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY WOODARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE ASSI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ENGLEBRAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAYLA RAHIMI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEFANI STEPHENSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 MONTESSORI DR, WESTMINSTER, MD 21158-2962
- Principal officer (990 for 2024)
- JOSH LIPPY, 1055 MONTESSORI DRIVE, WESTMINSTER, MD 21158
- Signed the 990
- JOSH LIPPY, PRESIDENT
- Phone
- (410) 848-6283
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
Mission
EDUCATION OF STUDENTS BETWEEN THE AGES OF 2 THROUGH GRADE 9 UTILIZING THE MONTESSORI METHOD.
Program accomplishments
- WE ARE A MONTESSORI ENVIRONMENT GUIDING STUDENTS TO BE INQUISITIVE, INDEPENDENT AND SELF-MOTIVATED CITIZENS. SERVING CHILDREN AGES TWO THROUGH GRADE NINE ON A TWENTY-SEVEN ACRE CAMPUS IN CARROLL COUNTY.Expenses $1,694,944 · grants $103,434 · revenue $2,072,558
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 52-0995239
- 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
- 1974
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,328,540
- Income (IRS master file)
- $2,262,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $2,236,363 | $2,069,875 | $5,328,540 | XML |
| 990 | July 2024 | $2,291,159 | $1,990,620 | $5,216,563 | XML |
| 990 | July 2023 | $2,313,712 | $1,997,477 | $4,967,287 | XML |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 52-0995239).
Questions about THE MONTESSORI SCHOOL OF WESTMINSTER INC
- What is the EIN of THE MONTESSORI SCHOOL OF WESTMINSTER INC?
- The employer identification number (EIN) of THE MONTESSORI SCHOOL OF WESTMINSTER INC is 52-0995239.
- Is THE MONTESSORI SCHOOL OF WESTMINSTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to THE MONTESSORI SCHOOL OF WESTMINSTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MONTESSORI SCHOOL OF WESTMINSTER 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 THE MONTESSORI SCHOOL OF WESTMINSTER INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MONTESSORI SCHOOL OF WESTMINSTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of THE MONTESSORI SCHOOL OF WESTMINSTER INC?
- The 990 for the year ended July 31, 2025 names JOSH LIPPY.
- Who are the officers and directors of THE MONTESSORI SCHOOL OF WESTMINSTER INC?
- The 990 for the year ended July 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $81,008 (LAUREN WELSH-BAER, HEAD OF SCHO).
- How much revenue does THE MONTESSORI SCHOOL OF WESTMINSTER INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $2,236,363, expenses of $2,069,875 and total assets of $5,328,540 at year end.
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