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Nonprofit · EIN 54-1200609

WILLIAMSBURG MONTESSORI SCHOOL

Tax-exempt · WILLIAMSBURG, VA 23188

Financials

$1.7M$1.9M2022$1.9M$2.1M2023$2.3M$2M2024
Revenue Expenses · by fiscal year end
Financials of WILLIAMSBURG MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$2,292,999$2,010,169$282,830$2,376,522$2,137,437$239,085
August 31, 2024990$1,934,053$2,092,805-$158,752$2,156,222$2,191,672-$35,450
August 31, 2023990$1,678,658$1,920,686-$242,028$2,206,420$2,075,089$131,331
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$421,694
of which government grants
$398,262
Program service revenue
$1,850,662
Investment income
$7,167
Net income from fundraising events
$9,436
Other revenue
$13,476

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$105,000
Other salaries and wages
$1,186,846
Salaries, compensation and benefits (total)
$1,450,488
Professional fundraising fees
$0
Legal fees
$3,620
Accounting fees
$10,023
Occupancy
$174,175
Travel
$159
Depreciation
$8,295
Program services (functional)
$1,755,675
Management and general (functional)
$254,494

Balance sheet and other

Total assets, start of year
$2,156,222
Total assets, end of year
$2,376,522
Total liabilities, end of year
$2,137,437
Net assets, end of year
$239,085
Land, buildings and equipment
$1,270,007
Net assets without donor restrictions
$239,085
Gross receipts
$2,296,721
Employees
44
Volunteers
50
Year formed
1982
State of legal domicile
VA

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Sandy AndrewsHead of School
Officer
40$93,592$2,981
David JarmanTreasurer
Trustee or director, Officer
1$0$0
Katharine BrumfieldVice Chair
Trustee or director, Officer
1$0$0
Paul MatteraSecretary
Trustee or director, Officer
1$0$0
Peter BrothertonBoard Chair
Trustee or director, Officer
5$0$0
Brad CrainBoard Member
Trustee or director
1$0$0
Jessica WollandBoard Member
Trustee or director
0.5$0$0
Kelsey AbellBoard Member
Trustee or director
0.5$0$0
Kelsey JohnsonBoard Member
Trustee or director
0.5$0$0
Natalie GroegerBoard Member
Trustee or director
0.5$0$0
990 for the year ended August 31, 2024: 8 people
NameTitleHours / weekCompensationOther / benefits
Sandy AndrewsHead of School
Officer
50$88,740$9,747
David JArmanTreasurer
Trustee or director, Officer
15$0$0
Katharine BrumfieldVice Chair
Trustee or director, Officer
10$0$0
Paul MatteraSecretary
Trustee or director, Officer
10$0$0
Peter BrothertonBoard Chair
Trustee or director, Officer
15$0$0
Jessica WollandBoard Member
Trustee or director
5$0$0
Kelsey ShellBoard Member
Trustee or director
5$0$0
Natalie GroegerBoard Member
Trustee or director
10$0$0
990 for the year ended August 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
SANDY ANDREWSHEAD OF SCHOOL
Officer
50$80,977$9,504
BRADFORD CRAINBOARD CHAIR
Trustee or director, Officer
10$0$0
PETE BROTHERTONVICE CHAIR
Trustee or director, Officer
10$0$0
DAVID JARMANTREASURER
Trustee or director, Officer
15$0$0
ANGEL CLEMMONSSECRETARY
Trustee or director, Officer
5$0$0
KATHERINE BROWNBOARD MEMBER
Trustee or director
3$0$0
KATHARINE BRUMFIELDBOARD MEMBER
Trustee or director
2$0$0
ANDREA DONNORBOARD MEMBER
Trustee or director
2$0$0
JESSICA WOLLANDBOARD CHAIR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
4200 LONGHILL RD, WILLIAMSBURG, VA 23188-6302
In care of
% PHILIP TAHEY
Principal officer (990 for 2024)
Sandy Andrews, 4200 Longhill Road, Williamburg, VA 23188
Signed the 990
Sandy Andrews, WMS Head of School
Phone
(757) 565-0977
Return prepared by
Forvis Mazars LLP

Mission

Education and daycare activities based on the educational philosophy of Dr. Maria Montessori.

990 for the year ended August 31, 2025

Program accomplishments

  • Williamsburg Montessori School is a coeducational, independent day school and day edu-care facility educating approximately 120 children from ages 18 months through grade 8. The School was founded in 1982 in Williamsburg, Virginia. The Toddler, Children Houses, and Lower Elementary programs are located on one campus in greater Williamsburg, the Upper Elementary and the Middle School programs are located near Colonial Williamsburg.
    Expenses $1,755,675 · revenue $1,854,702

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
54-1200609
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
1984
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$2,376,522
Income (IRS master file)
$2,296,721

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$2,292,999$2,010,169$2,376,522IRS
990August 2024$1,934,053$2,092,805$2,156,222XML
990August 2023$1,678,658$1,920,686$2,206,420XML
990August 2022$1,878,365$1,938,736$1,988,483IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 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 54-1200609).

Questions about WILLIAMSBURG MONTESSORI SCHOOL

What is the EIN of WILLIAMSBURG MONTESSORI SCHOOL?
The employer identification number (EIN) of WILLIAMSBURG MONTESSORI SCHOOL is 54-1200609.
Is WILLIAMSBURG MONTESSORI SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to WILLIAMSBURG MONTESSORI SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WILLIAMSBURG 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 WILLIAMSBURG MONTESSORI SCHOOL due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAMSBURG MONTESSORI SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of WILLIAMSBURG MONTESSORI SCHOOL?
The 990 for the year ended August 31, 2025 names Sandy Andrews.
Who are the officers and directors of WILLIAMSBURG MONTESSORI SCHOOL?
The 990 for the year ended August 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $93,592 (Sandy Andrews, Head of School).
How much revenue does WILLIAMSBURG MONTESSORI SCHOOL have?
On its 990 for the year ended August 31, 2025 it reported revenue of $2,292,999, expenses of $2,010,169 and total assets of $2,376,522 at year end.

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