Nonprofit · EIN 56-1466119
OMNI MONTESSORI SCHOOL
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $4,299,221 | $3,875,582 | $423,639 | $8,233,841 | $3,456,368 | $4,777,473 |
| July 31, 2024 | 990 | $3,872,782 | $3,560,034 | $312,748 | $6,157,051 | $1,803,217 | $4,353,834 |
| July 31, 2023 | 990 | $3,442,936 | $3,104,905 | $338,031 | $5,609,027 | $1,567,941 | $4,041,086 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $194,716
- Program service revenue
- $4,068,515
- Investment income
- $6,918
- Net gain from sales of assets
- -$38,695
- Net income from fundraising events
- $29,072
- Other revenue
- $29,072
Expenses
- Grants and similar amounts paid
- $154,536
- Compensation of officers, directors and key employees
- $220,799
- Other salaries and wages
- $1,885,132
- Salaries, compensation and benefits (total)
- $2,766,470
- Professional fundraising fees
- $0
- Depreciation
- $177,127
- Program services (functional)
- $3,480,447
- Management and general (functional)
- $272,471
- Fundraising (functional)
- $122,664
Balance sheet and other
- Total assets, start of year
- $6,157,051
- Total assets, end of year
- $8,233,841
- Total liabilities, end of year
- $3,456,368
- Net assets, end of year
- $4,777,473
- Land, buildings and equipment
- $5,530,611
- Publicly traded securities
- $531,641
- Net assets without donor restrictions
- $4,637,045
- Net assets with donor restrictions
- $140,428
- Gross receipts
- $4,368,705
- Employees
- 65
- Volunteers
- 50
- Year formed
- 1985
- State of legal domicile
- NC
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 |
|---|---|---|---|
| Cindy Curry | Head of School Officer | 60 | $119,840 |
| Donna Garrison | Director of Finance | 50 | $100,959 |
| Nikki Eason | President Trustee or director, Officer | 2 | $0 |
| Christy Trimmer | Vice President Trustee or director, Officer | 2 | $0 |
| Hannah Rankin | Secretary Trustee or director, Officer | 2 | $0 |
| Colleen Nicol | Treasurer Trustee or director, Officer | 2 | $0 |
| Holly Trotter | Treasurer Trustee or director, Officer | 2 | $0 |
| Neil Kohler | Trustee Trustee or director | 1 | $0 |
| Ellen Olson | Trustee Trustee or director | 1 | $0 |
| Ruth Jaimes | Trustee Trustee or director | 1 | $0 |
| Matt McCusker | Trustee Trustee or director | 1 | $0 |
| Rick Tanner | Trustee Trustee or director | 1 | $0 |
| Ellie Brown | Trustee Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cindy Curry | Head of School Officer | 60 | $110,526 | $13,833 |
| Ellen Olson | President Trustee or director, Officer | 2 | $0 | $0 |
| Matt McCusker | Trustee Trustee or director | 1 | $0 | $0 |
| Ruth Jaimes | Trustee Trustee or director | 2 | $0 | $0 |
| Nikki Eason | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Holly Trotter | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Hannah Rankin | Trustee Trustee or director | 1 | $0 | $0 |
| Rick Tanner | Trustee Trustee or director | 1 | $0 | $0 |
| Katherine Gutierrez | Trustee Trustee or director | 1 | $0 | $0 |
| Marie Watkins | Trustee Trustee or director | 1 | $0 | $0 |
| Colleen Nicol | Trustee Trustee or director | 1 | $0 | $0 |
| Nic Finelli | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Christy Trimmer | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cindy Curry | Head of School Officer | 65 | $112,003 | $13,473 |
| Ellen Olson | President Trustee or director, Officer | 2 | $0 | $0 |
| Matt McCusker | Trustee Trustee or director, Officer | 1 | $0 | $0 |
| Diana Cabral | Trustee Trustee or director | 2 | $0 | $0 |
| Nikki Eason | Trustee Trustee or director | 2 | $0 | $0 |
| Holly Trotter | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Katherine Gutierrez | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Marie Watkins | Trustee Trustee or director | 1 | $0 | $0 |
| Andrew Shaw | Chairman Trustee or director | 1 | $0 | $0 |
| Nic Finelli | Trustee Trustee or director | 1 | $0 | $0 |
| Christy Trimmer | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9536 BLAKENEY HEATH RD, CHARLOTTE, NC 28277-5670
- Principal officer (990 for 2024)
- Cindy Curry, 9536 Blakeney-Heath Road, Charlotte, NC 28277
- Signed the 990
- Colleen Nicol, Treasurer
- Phone
- (704) 541-1326
- Website
- www.omni-montessori.org
- Return prepared by
- Foard and Company PA
Mission
Omni Montessori School is dedicated to adhering to the teachings of Maria Montessori by providing a child-centered environment that offers an individualized and integrated curriculum for students age 3 - grade nine.
Program accomplishments
- Omni Montessori School develops independent, self-aware and inspired members of society who value discovery and contribute with purpose to the world around them. The school services 230 students ages 3 - 15 years on two campuses. The Blakeney Campus, located on seven acres in the Blakeney area of south Charlotte, is home to four Primary classrooms, three Lower Elementary classrooms, two Upper Elementary classrooms, and a multi-purpose Activity Center. The Omni Waxhaw Campus, located on a 13-acre farm in nearby Waxhaw, North Carolina, is home to Omni's Middle School program, grades seven through nine. Omni teachers are highly-trained professionals who are AMI or AMS-certified at their program level. Omni seeks and celebrates all types of diversity.Expenses $3,480,447
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
- 56-1466119
- 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
- 1988
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,233,841
- Income (IRS master file)
- $4,368,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $4,299,221 | $3,875,582 | $8,233,841 | XML |
| 990 | July 2024 | $3,872,782 | $3,560,034 | $6,157,051 | XML |
| 990 | July 2023 | $3,442,936 | $3,104,905 | $5,609,027 | XML |
| 990 | July 2022 | $3,034,809 | $2,949,998 | $5,272,283 | 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 56-1466119).
Questions about OMNI MONTESSORI SCHOOL
- What is the EIN of OMNI MONTESSORI SCHOOL?
- The employer identification number (EIN) of OMNI MONTESSORI SCHOOL is 56-1466119.
- Is OMNI MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to OMNI MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OMNI 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 OMNI MONTESSORI SCHOOL 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 OMNI MONTESSORI SCHOOL 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 OMNI MONTESSORI SCHOOL?
- The 990 for the year ended July 31, 2025 names Cindy Curry.
- Who are the officers and directors of OMNI MONTESSORI SCHOOL?
- The 990 for the year ended July 31, 2025 lists 13 people; 2 received compensation from the organization, the highest $119,840 (Cindy Curry, Head of School).
- How much revenue does OMNI MONTESSORI SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $4,299,221, expenses of $3,875,582 and total assets of $8,233,841 at year end.
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