Nonprofit · EIN 54-1782012
UNIVERSITY MONTESSORI SCHOOL INC
Tax-exempt · CHARLOTTESVLE, VA 22903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $586,223 | $583,269 | $2,954 | $406,829 | $0 | $406,829 |
| June 30, 2024 | 990 | $445,388 | $566,679 | -$121,291 | $502,649 | $0 | $502,649 |
| June 30, 2023 | 990 | $466,888 | $534,026 | -$67,138 | $481,264 | -$203 | $481,467 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,898
- Program service revenue
- $577,107
- Investment income
- $174
- Net income from fundraising events
- $3,044
- Other revenue
- $3,044
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $427,651
- Salaries, compensation and benefits (total)
- $460,811
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Occupancy
- $42,275
- Depreciation
- $9,523
- Program services (functional)
- $512,806
- Management and general (functional)
- $69,457
- Fundraising (functional)
- $1,006
Balance sheet and other
- Total assets, start of year
- $502,649
- Total assets, end of year
- $406,829
- Total liabilities, end of year
- $0
- Net assets, end of year
- $406,829
- Land, buildings and equipment
- $297,740
- Net assets without donor restrictions
- $406,829
- Gross receipts
- $586,223
- Employees
- 15
- Volunteers
- 10
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 |
|---|---|---|---|
| LISA CHANG | TREASURER Officer | 1 | $0 |
| ADAM HASTINGS | President Officer | 1 | $0 |
| KAREN MOULIS | MEMBER Officer | 1 | $0 |
| DAMA SCHNEIDER | Secretary Officer | 1 | $0 |
| BECCA COLE | MEMBER Officer | 1 | $0 |
| HEATHER HEISIG | HEAD OF SCHOOL Officer | 40 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER HEISIG | HEAD OF SCHOOL Officer | 40 | $68,356 |
| LISA CHANG | TREASURER Officer | 1 | $0 |
| ADAM HASTINGS | President Officer | 1 | $0 |
| KAREN MOULIS | MEMBER Officer | 1 | $0 |
| DAMA SCHNEIDER | Secretary Officer | 1 | $0 |
| BECCA COLE | MEMBER Officer | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER HEISIG | HEAD OF SCHOOL Officer | 40 | $61,298 |
| LISA CHANG | TREASURER Officer | 1 | $0 |
| CARY OLIVA | MEMBER Officer | 1 | $0 |
| KAREN MOULIS | MEMBER Officer | 1 | $0 |
| DAMA SCHNEIDER | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1034 RESERVOIR RD, CHARLOTTESVLE, VA 22903-7760
- Signed the 990
- HEATHER HEISIG, HEAD OF SCHOOL
- Phone
- (434) 977-0583
- Website
- WWW.UNIVERSITYMONTESSORI.ORG
- Return prepared by
- HUEY AND BJORN
Mission
UNIVERSITY MONTESSORI SCHOOL PRIORITIZES SOCIAL AND EMOTIONAL DEVELOPMENT IN AN ENGAGING AND INCLUSIVE ENVIRONMENT. WE NURTURE AND CHALLENGE YOUNG CHILDREN FOLLOWING THE METHODS OF DR. MARIA MONTESSORI TO GUIDE AND INSPIRE CHILD-LEAD LEARNING. OUR EDUCATIONAL FOUNDATION BUILDS AN EMPOWERED AND RESPECTFUL COMMUNITY.
Program accomplishments
- THE UNIVERSITY MONTESSORI SCHOOL CHOSE TO BECOME A 501 (C)(3) ORGANIZATION TO BETTER MEET ITS GOAL OF CREATING A DIVERSE MONTESSORI SCHOOL SETTING. BY BECOMING A NON-PROFIT ORGANIZATION, CONTRIBUTIONS AND GRANTS WOULD BE MORE EASILY SECURED TO PROVIDE SCHOLARSHIPS AND ADDITIONAL INSTRUCTIONAL EXPERIENCES FOR THE STUDENTS. UMS HAS BEEN A PROUD INTERNATIONAL COMMUNITY SINCE 1978. THE SCHOOL HAS CONTINUED TO EXPAND CULTURAL EXPERIENCES FOR ITS STUDENTS AND HAS CONTINUED TO DIVERSIFY ITS STUDENT POPULATION BY RACE, ETHNIC BACKGROUND AND SOCIO-ECONOMIC STATUS.Expenses $512,806
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
- 54-1782012
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20Z)
- Assets (IRS master file)
- $406,829
- Income (IRS master file)
- $586,223
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $586,223 | $583,269 | $406,829 | IRS |
| 990 | June 2024 | $445,388 | $566,679 | $502,649 | IRS |
| 990 | June 2023 | $466,888 | $534,026 | $481,264 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 54-1782012).
Questions about UNIVERSITY MONTESSORI SCHOOL INC
- What is the EIN of UNIVERSITY MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of UNIVERSITY MONTESSORI SCHOOL INC is 54-1782012.
- Is UNIVERSITY MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to UNIVERSITY MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY MONTESSORI SCHOOL 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 UNIVERSITY MONTESSORI SCHOOL 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 UNIVERSITY MONTESSORI SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of UNIVERSITY MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY MONTESSORI SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $586,223, expenses of $583,269 and total assets of $406,829 at year end.
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