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Nonprofit · EIN 54-2049520

NEW VISTA MONTESSORI SCHOOL

Tax-exempt · ROANOKE, VA 24016

Financials

$1M$1M2023$1.1M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of NEW VISTA MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,137,457$1,088,411$49,046$324,488$55,420$269,068
June 30, 2024990$1,031,081$1,002,179$28,902$278,552$58,530$220,022
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,250
Program service revenue
$1,100,685
Investment income
$0
Net income from fundraising events
$30,340
Other revenue
$33,522

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$117,609
Other salaries and wages
$567,229
Salaries, compensation and benefits (total)
$901,933
Professional fundraising fees
$0
Legal fees
$30
Accounting fees
$5,850
Occupancy
$105,653
Program services (functional)
$903,823
Management and general (functional)
$184,588

Balance sheet and other

Total assets, start of year
$278,552
Total assets, end of year
$324,488
Total liabilities, end of year
$55,420
Net assets, end of year
$269,068
Gross receipts
$1,160,442
Employees
25
Volunteers
6
Year formed
2001
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MELISSA DRAGOOASSISTANT DIR.
Trustee or director, Officer
30$75,644
MARY STEWART PUTNEYDirector
Trustee or director, Officer
40$41,964
JESSICA BLANDYPresident
Trustee or director, Officer
1$0
DANIEL GUNNTreasurer
Trustee or director, Officer
1$0
KATIE DECOSTERBOARD MEMBER
Trustee or director
1$0
KAIT MCBANEBOARD MEMBER
Trustee or director
1$0
MEREDITH MEIERBOARD MEMBER
Trustee or director
1$0
KATHLEEN JENNINGSVice President
Trustee or director, Officer
1$0
SUSAN STANLEY-ZAHORCHAKSecretary
Trustee or director, Officer
1$0
EMILY POFFBOARD MEMBER
Trustee or director
1$0
CAITLIN ARRINGTONBOARD MEMBER
Trustee or director
1$0
JENNIFER MULLINSBOARD MEMEBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
MELISSA DRAGOOASSISTANT DIR.
Trustee or director, Officer
30$67,066
MARY STEWART PUTNEYDirector
Trustee or director, Officer
40$41,914
JESSICA BLANDYPresident
Trustee or director, Officer
1$0
AMANDA SPEIRANOffice Assist
Trustee or director
1$0
LYDIA ANTHONYVice President
Trustee or director, Officer
1$0
KATHLEEN JENNINGSTreasurer
Trustee or director, Officer
1$0
SUSAN STANLEY-ZAHORCHAKSecretary
Trustee or director, Officer
1$0
EMILY POFFBOARD MEMBER
Trustee or director
1$0
CAITLIN ARRINGTONBOARD MEMBER
Trustee or director
1$0
JENNIFER MULLINSBOARD MEMEBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
541 LUCK AVE SW STE 110, ROANOKE, VA 24016-5055
In care of
% MARY STEWART PUTNEY
Principal officer (990 for 2024)
MARY STEWART PUTNEY, 541 LUCK AVE STE 110, ROANOKE, VA 24016
Signed the 990
MARY STEWART PUTNEY, Director
Phone
(540) 342-1173
Return prepared by
FOTI FLYNN LOWEN & CO PC

Mission

EDUCATIONAL SERVICES

990 for the year ended June 30, 2025

Program accomplishments

  • THE SCHOOL CURRENTLY OFFERS HALF DAY PRESCHOOL AND KINDERGARTEN CLASSES FOR UP TO 57 CHILDREN.
    Expenses $903,823 · revenue $1,100,685

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
54-2049520
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
2002
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20)
Assets (IRS master file)
$324,488
Income (IRS master file)
$1,160,442

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,137,457$1,088,411$324,488XML
990June 2024$1,031,081$1,002,179$278,552XML
990June 2023$943,153$930,062$249,650IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 54-2049520).

Questions about NEW VISTA MONTESSORI SCHOOL

What is the EIN of NEW VISTA MONTESSORI SCHOOL?
The employer identification number (EIN) of NEW VISTA MONTESSORI SCHOOL is 54-2049520.
Is NEW VISTA MONTESSORI SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to NEW VISTA MONTESSORI SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NEW VISTA 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 NEW VISTA 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 NEW VISTA 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 NEW VISTA MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 names MARY STEWART PUTNEY.
Who are the officers and directors of NEW VISTA MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $75,644 (MELISSA DRAGOO, ASSISTANT DIR.).
How much revenue does NEW VISTA MONTESSORI SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,137,457, expenses of $1,088,411 and total assets of $324,488 at year end.

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